Pre-Installation Tasks


Before you begin your installation of SAS Enterprise Miner, you must complete the following tasks:
  1. Create the Deployment Plan files.
  2. Create a SAS Software Depot.
  3. Review additional documentation.
  4. Prepare your computer systems.
  5. Designate ports.
  6. Define the SAS Environment File.
  7. Install required third-party software.
  8. Prepare for SAS Text Miner and the SAS Document Conversion Service.

Deployment Plan

When you and your SAS representative initially plan the deployment SAS Enterprise Miner, your SAS representative will record your decisions about which software you will deploy and on which hardware that software will be installed. This information is used to generate a deployment plan file.
A deployment plan is an XML file that is used as input to the SAS Deployment Wizard. There are two types of deployment plans: standard and custom. A standard deployment plan describes a common configuration. Standard deployment plans are stored by default in the SAS Software Depot. A custom deployment plan is created by a SAS representative specifically for a site.
If your environment requires a custom plan, SAS sends you an e-mail message with either a set of files or a ZIP file that has a set of files. Those files include the following:
  • The Deployment file (plan.xml) — This is one of the key files in the SAS Project Directory that is used throughout the rest of the deployment process to customize your installation and configuration experience. The plan.xml file serves as input to the SAS Deployment Wizard. Copy this set of files to the plan_files folder in the top level of the SAS Software Depot.
  • The Pre-Installation Checklist (checklist.pdf or checklist.rtf) — This is where you record information such as the credentials for special SAS users, machine names, ports, and the installation locations of third-party products relevant to your deployment.
  • The Index file (index.html) — This file provides some high-level guidance through the remainder of the process. The index.html file includes a reference to a pre-installation checklist, which is a checklist for the items that you need to know for the remainder of the process. Information that you enter in the checklist is requested in later stages of the installation process. It is important that you record the information for later use as an aid in consistency and documentation of decisions that you made.
The SAS 9.3 Intelligence Platform: Installation and Configuration Guide provides detailed information about deployment plans and pre-installation tasks.

Create a SAS Software Depot

When you download a SAS order, the SAS Download Manager automatically creates a SAS Software Depot on your system. For more details about creating your software depot, see “Creating a SAS Software Depot” in the SAS 9.3 Intelligence Platform: Installation and Configuration Guide.

Additional Documentation

The SAS 9.3 Intelligence Platform: Installation and Configuration Guide provides detailed information related to all installations that include all or part of the SAS 9.3 Intelligence Platform, including SAS Enterprise Miner. SAS Enterprise Miner is bundled with several other SAS products that are not covered in detail by this guide. It is important that you become familiar with the SAS 9.3 Intelligence Platform: Installation and Configuration Guide.
You should also familiarize yourself with the following:
  • Quick Start Guides —
  • SAS 9.3 System Requirements —
  • Alert-level SAS Notes —, click Search Problem Notes in the left navigation pane

System Preparations

As a pre-installation task, you must designate or create a domain account that will act as the SAS Installer. This account will require administrative operating system privileges on each machine that hosts the SAS Enterprise Miner server, a SAS Workspace server, or SAS Enterprise Miner project files. On a Windows system, this account also requires the permissions log on as a batch job and Access this computer from the network. The first permits the user to be logged on by means of a batch-queue. You can configure this security setting by opening the appropriate policy and adding each account. Generally, it is recommended that you create a user group, and give the group the Log on as a batch job, and, if necessary, the Access this computer from the network permission. Then, add each account to that group. For UNIX, the SAS Installer account should not be the root account.
The Access this computer from the network privilege is also required in order to connect to SAS servers. Typically, this right is already granted to the Windows group Everyone. To confirm, check the Windows local policy settings.
The SAS Enterprise Miner server uses both regular user accounts and product administrative user accounts. You can create regular user accounts for the SAS Enterprise Miner as a post-installation task. For more information, see Define Additional Enterprise Miner Users in Chapter 7.
Note that a product administrator account is not the same as a SAS internal administrator account, such as the SAS Administrator (sasadm@saspw).

Designate Ports

The communications between the components of SAS Enterprise Miner require a number of ports that must be designated during the installation process. Consult the pre-installation checklist provided by your SAS representative for a complete list of ports that you must designate. The SAS 9.3 Intelligence Platform: Installation and Configuration Guide has more information about port requirements and selection in the “Setting Up Users, Groups, and Ports.”

The SAS Environment File

A SAS environment file defines the available set of SAS environments for the SAS Enterprise Miner server’s client applications, and is generated during the configuration of the SAS Web Infrastructure Platform, which is one of the steps carried out by the SAS Deployment manager when you install the SAS Enterprise Miner server. The SAS Logon Manager includes a servlet that provides default information for the initial deployment.
When you have validated that your client applications work successfully with a deployment, it is recommended that you deploy the sas-environment.xml file to an HTTP server. This step ensures that you can customize the sas-environment.xml file to specify the name that you want to use and to account for the IT topology at your site. Your site might require that application clients interact with separate development, test, and production environments. Or, you might elect to have separate SAS deployments to support distinct business units. In either scenario, when multiple environments are required, you can customize and deploy the sas-environment.xml file as needed.
Before starting the SAS Enterprise Miner server installation, you need to determine the URL needed to access the default installation sas-environment.xml. The URL to access the default environment definition would be http://<host>:<port>/SASLogon/sas-environment.xml. For example, if you are running a SAS application server on your desktop, you can deploy the default sas-environment.xml file at http://localhost:8080/SASLogon/sas-environment.xml.
For the SAS Enterprise Miner server the default URL would resemble
For more details about the SAS environment file and how to configure SAS environments pre- or post-installation see the SAS 9.3 Intelligence Platform: Middle-Tier Administration Guide.

Third-Party Software Required for SAS Enterprise Miner Server

Before you start to install SAS Enterprise Miner, you must first install or locate on each host machine the appropriate version of the Java Development Kit (JDK). On the machine that will host the SAS Enterprise Miner server’s mid-tier component, a Web Application server or HTTP server is required, such as JBoss server, IBM WebSphere Application Server, or Oracle WebLogic Server. Record the file paths for the software locations for both the JDK and your Web Application server. The specific Web Application server or HTTP server will be specified in the deployment plan file.
When installing SAS Enterprise Miner, you must provide valid paths to the required third-party software, or the SAS Deployment Wizard will not let you continue with the SAS Enterprise Miner server installation. For information about required versions of third-party software, see the Third-Party Software for SAS 9.3 available from the SAS Support Install Center, located at

SAS Text Miner and the SAS Document Conversion Service

Installations that include SAS Text Miner will be prompted for the host and port for SAS Document Conversion service. Since you cannot proceed with your deployment until that information is provided, it is best to have determined where you will be installing SAS Document Conversion before starting an installation that includes SAS Text Miner.
SAS Text Miner uses the Document Conversion server to extract plain text from proprietary file formats such as PDF and Microsoft Word so that the text can be analyzed by SAS Text Miner. The SAS Text Miner components communicate with the document conversion service over the network.
SAS Document Conversion runs on any version of Microsoft Windows that supports Microsoft .NET Framework and that can run 32-bit applications. This includes versions of Microsoft Windows for x64 running in compatibility mode. If you are installing SAS Enterprise Miner with SAS Text Miner on a Windows machine, then SAS Document Conversion will be automatically included for installation on the same Windows machine.
If, however, you plan to install a SAS Enterprise Miner server with SAS Text Miner on a UNIX machine, it is recommended that before you install SAS Enterprise Miner server with SAS Text Miner, you use the SAS Deployment Wizard to install Document Conversion on a Windows machine. In order to do that, when you are asked to select a deployment type, choose Install Additional Software. Then in Select Products, choose the Install.dialog box, select only SAS Document Conversion. In the Specify SAS Text Analytics Document Conversion Host and Port dialog box, the host value will default to the machine on which you are installing the service. The default port value is 7111. Be sure to record the Host and Port number that you choose. Both the Host and the Port will be required for the SAS Enterprise Miner server installation.