Post-upgrade Steps

After you complete the upgrade process with the SAS Deployment Wizard, see the Instructions.html file. The Instructions.html file is located in \sasconfigdir\Lev#\Documents\. The default URL is http://host_name:port/SASDecisionManager.

If you are upgrading from SAS Business Rules Manager 2.1 and you are using the SAS Decision Manager Common Data Server, run the database migration script for your operating system. See Migrate to Version 3.1 for SAS Decision Manager Common Data Server (Single Tier) or Migrate to Version 3.1 for SAS Decision Manager Common Data Server (Multiple Tiers) for more information. (You do not need to run a migration script if you are using Oracle or if you are upgrading from SAS Business Rules Manager 2.2.)

(Optional) Configure your deployment to use HTTPS. See Configure Your Deployment for HTTPS for more information.

Update your user group memberships, authorization, roles, and capabilities as needed.See Updating Groups and Roles for SAS Business Rules Manager 3.1 for more information.

(Optional) Add the Visual Analytics: Data Building and Data Management: Lineage roles to the Decision Manager Users group. See Administering Group and Role Membership for more information. These roles enable users to run SAS Visual Data Builder and view lineage information for rule flows.

Review the configuration properties in SAS Management Console. Ensure that the values are appropriate for the new environment. See Review Business Rules Manager Web Properties for more information.

(Optional) If you are upgrading from SAS Business Rules Manager 2.1 and are using SAS Workflow, perform the post-installation configuration and verification steps for SAS Workflow. For more information, see Configuring SAS Workflow for Use with SAS Business Rules Manager.