Pre-Migration Tasks

For information about the pre-migration tasks that you must perform, see Performing Pre-migration Tasks in SAS Intelligence Platform: Migration Guide. Here are the most important steps:
  • Back up your SAS system, including servers and desktop clients.
  • Back up the SAS Decision Manager Common Server database if you are migrating from SAS Business Rules Manager 2.2 to 2.2 on a SAS 9.4 system.
  • Perform any required maintenance that is required to meet minimum baselines.
  • Determine whether you can use a standard deployment plan to install SAS 9.4 and SAS Business Rules Manager or whether you need to request a custom deployment plan. You must specify the plan file when you use the SAS Deployment Wizard.
  • Complete the pre-installation and migration checklists. These checklists can be customized based on the deployment plan that you choose. For more information, see Completing the Pre-migration Checklists in SAS Intelligence Platform: Migration Guide.
  • If you are moving to a new system, ensure that the required operating system user accounts that you used for SAS in your current operating system also exist in your new operating system. Examples of these user accounts include sasadm, sastrust, and sasdemo.
  • Before you migrate to SAS Business Rules Manager 2.2, you should record the database settings in your current environment. You must enter this information in SAS Deployment Wizard.
    • If you are using the SAS Web Infrastructure Platform Data Server for your SAS Business Rules Manager 2.1 database, record the database name and the user name for your database. The default database name is brmdb.
    • For the SAS Decision Manager Common Data Server, record the database name and the user name for your database. The default database name is dcmdb.
    • If you are using Oracle for your database, record the following information:
      • fully qualified host name of the database server
      • port number of the database server
      • Oracle Site Identifier (SID)
      • user ID of the database user whose credentials are used to access SAS Business Rules Manager data on the server
      • password of the database user whose credentials are used to access SAS Business Rules Manager data on the server
      You can find the Oracle SID in the tnsnames.ora file. You can also determine the SID by running the following query using a database user ID on your Oracle instance:
      select instance from v$thread
      You must enter the SID in the Database name field in the SAS Decision Manager Database JDBC Properties dialog box in SAS Deployment Wizard.
  • Install third-party software. If you are using Oracle for your database, ensure that the Oracle client is installed on your server tier and that there is a matching tnsnames.ora file for the SAS Decision Manager Common Data Server database. See SAS Deployment Wizard Information for Oracle for information about the tnsnames.ora file.
  • Create a SAS Software Depot. For more information, see Creating SAS Software Depots in SAS Intelligence Platform: Migration Guide.
  • Use the SAS Migration Utility to create a migration package.
    For more information, see SAS Migration Utility Reference in SAS Intelligence Platform: Migration Guide.