A server deployment
of SAS Enterprise Miner begins when you and your SAS representative
decide which software you need, determine which machines to install
the software on, and develop your installation plan. Each server deployment
requires a plan. In this example, one of the standard deployment plans
included in your SAS software is used to illustrate some of the options
available during a SAS Enterprise Miner server deployment.
The plan “EMinerTMiner3”
will install the server, mid-tier, and client on three separate network
machines and uses the included SAS Application Server on the mid-tier
machine. For this example, you need three separate machines on your
network. You need to prepare all three systems and complete the pre-installation
tasks on each machine.
Three Machine Setup
Step 1, Server
-
Log on to the computer
that will be the SAS Enterprise Miner server machine. Start the SAS
Deployment Wizard from the highest-level directory in your SAS Software
Depot with the setup application that is appropriate to your operating
system. For this example, on a 64–bit Windows system, double
click the
setup.exe
file located in
the SAS Software Depot folder.
-
Selected your preferred
language for the SAS Deployment Wizard.
-
The SAS Deployment Wizard
opens.
-
Select
Install
SAS Software under End User Tasks. Click
Next.
-
Specify
SAS Home — Choose a file system location to use
as the home folder for your SAS software. On Windows systems, the
home folder location defaults to
C:\Program Files\SASHome
.
You can use the
Browse button to navigate
to an alternate location for the
SASHome
folder.
Click
Next.
-
Select Deployment
Type — The default installation selects
Perform a Planned DeploymentInstall
SAS SoftwareConfigure SAS Software. Click
Next.
-
Select Language
Support — Select the languages that you want to
install for any products that are listed. Only those languages that
are compatible your locale are installed. Click
Next.
-
Select Regional
Settings — Use this window to determine the format
and display of language-, region-, and locale-specific information.
You can choose to configure SAS as a Unicode server, and force SAS
to use UTF-8 encoding in all data sets, catalogs, and text that is
written by SAS. This is useful if you need to share files with computers
that use a different locale setting than your own. Click
Next.
-
SAS Document
Conversion Host and Port — Use this window to
specify the local host and port. The default value is 7111. Click
Next.
-
Remote Communication
Configuration — Use the default value of 5660.
Click
Next.
-
At this point, the installer
will check the machine in preparation of deployment. When it becomes
available, click
Next.
-
Specify
Deployment Plan — Choose
Select a standard
deployment plan and select
EMinerTMiner3.
If your SAS representative provided you with a custom plan file, select
Specify
the full path to a customized deployment plan. This is
the
plan.xml
file. Typically, the deployment
plan is stored in the
plan_files
folder
of the SAS Software Depot. If necessary, click
Browse to
navigate to your
plan.xml
file. Click
Next.
-
Deployment
Step and Product to Install — Select
Step
1: Server in the
Deployment Step drop-down
menu. Click
Next.
-
Specify
SAS Installation Data File — This is where you
enter the path to your SID file. By default, the SID file is located
in the SAS Software Depot, under the
sid_files
folder.
If necessary, click
Browse to navigate to
this file. Click
Next.
-
The following information
is needed to configure your SAS software.
-
Select Configuration
Prompting Level — Accept the default selection
of
Typical. Click
Next.
-
Specify
Configuration Information — This step creates
your software’s configuration directory. The SAS Deployment
Wizard can allocate up to 10 configuration levels, and the default
directory is
C:\SAS\EMTM
. The default
Configuration
Level is
Lev1
.
This configuration is saved in
C:\SAS\EMTM\Lev1
.
Click
Next.
-
Local Machine
Name — Specify the
localhost,
hostname,
and
Fully-qualified Local Host Name Click
Next.
-
Migration
Information — You can use this step to migrate
existing content. However, there is no existing content for this example.
Click
Next.
-
Windows
Options — This option creates a set of shortcuts
that help with the management of the SAS servers that you are about
to install. Click
Next.
-
Windows
Shortcuts — By default, all users on the machine
will have the SAS Server Managements shortcuts available. Click
Next.
-
Integrated
Windows Authentication — At this time, Integrated
Windows Authentication is not supported. Click
Next.
-
-
SAS Metadata
Server — Specify
localhost
in
the
FQDN field. Click
Next.
-
SAS Metadata
Server: Override Backup Location — This window
enables you to change the server backup location. Accept the default
location. Click
Next.
-
SAS Metadata
Server: Override Service Login Account — The metadata
server runs as a Windows service, and this page enables you to change
the default credentials. Accept the default settings. Click
Next.
-
Deployment
Accounts: Types of Accounts — This window enables
you to specify the type of accounts that are used. Accept the default
selection. Click
Next.
-
External
Account: Installer — The default account will
be your current user ID. Provide your password and click
Next.
-
SAS Internal
Account: Unrestricted Administrator — Specify
a password for the internal SAS administrator account. Click
Next.
-
SAS Internal
Account: Trusted User — Specify a password for
the internal SAS user sastrust. Click
Next.
-
Deployment
Accounts: First User — Click
Next.
-
Server Encryption —
This window enables you to specify the encryption that is used by
the server. Accept the default settings. Click
Next.
-
Specify
E-mail Server — Use this window to configure the
SMTP server that is used to send an e-mail alert. Click
Next.
-
E-mail Address —
Specify a sender and recipient for the e-mail alert. Click
Next.
-
SAS Object
Spawner — Specify
8581
for
the
Operator Port. Click
Next.
-
SAS Object
Spawner: Port Bank — Accept the default values.
Click
Next.
-
SAS Application
Server: Server Context — Accept the default value
of
SASApp
. Click
Next.
-
SAS Workspace
Server — Specify
8591
for
the
Port. Click
Next.
-
SAS Web
Infrastructure Platform Database Server — Enter
the password for the database administrator. Click
Next.
-
SAS Data Step
Batch Server — Accept the default values. Click
Next.
-
Operating
System Services Scheduling Server — Accept the
default value of 8541. Click
Next.
-
Scheduling
Services Cache Locator — Accept the default value
of 41415. Click
Next.
-
IP Multicast
Version — Select the IP version that is appropriate
for your environment. IPv6 requires the network and all machines that
contain SAS products to be IPv6 enabled. For this example, accept
the default value of IPv4. Click
Next.
-
IP Multicast —
The multicast group communication includes all information needed
to bootstrap SAS mid-tier applications. Because this includes sending
the SAS environment credentials (such as the sasadm account name and
its password), scoping and encryption options are provided. The default
values are most appropriate for deployments in a firewall-isolated
data center environment. The Deployment Wizard help documentation
contains more information about these choices. Click
Next.
-
SAS Environment
Manager Agent — Specify your fully qualified domain
name in the
SAS Environment Manager Host Name field.
Accept the default settings for
HTTP Port and
HTTPS
Secure Port. Click
Next.
-
Deployment
Summary — Review the software selected before
starting the installation process. If this information is correct,
Click
Start.
-
Deployment
Complete — The SAS Deployment Wizard checks all
stages for errors or warnings. Click
Next.
-
Additional
Resources — It is suggested that you record these
links for future reference. Click
Finish.
-
Configuration Guidelines
and Details
-
The information found on this page
is specific to your installation and is kept in your configuration
directory. In this example, that would be
C:\SAS\EMTM\Lev1\Documents\Instructions.html
.
-
Reboot —
This step is required for Windows systems so that the user account’s
Local Security Policy changes will take effect.
Three Machine Setup
Step 2, Mid-Tier
-
Log on to the computer
that will be used as the SAS Enterprise Miner mid-tier machine. Start
the SAS Deployment Wizard from the highest level directory in your
SAS Software Depot with the setup application that is appropriate
for your operating system. For example, on a Windows system, that
file is setup.exe, and is located in the SAS Software Depot folder.
Note that depending on optional configuration of your software order,
this might appear as Step 3.
-
Select your preferred
language for the SAS Deployment Wizard.
-
After the SAS Deployment
Wizard opens, enter the following information in each screen.
-
Select Deployment
Task — Select
Install SAS software.
Click
Next.
-
Specify
SAS Home — This is where you choose a file system
location for the home folder for your SAS software. On a Windows system,
this will default to
C:\Program Files\SASHome
.
You can use the
Browse button to navigate
to an alternate location for your SAS Home. Click
Next.
-
Select Deployment
Type — Select
Perform
a Planned DeploymentInstall SAS SoftwareConfigure SAS Software. Click
Next.
-
Specify
Deployment Plan — For this example, select
EMinterTMiner3.
If your SAS representative provided you with a custom plan file, select
Specify
the full path to a customized deployment plan. You must
specify the plan.xml file. Typically, the deployment plan is stored
in the plan_files folder of the SAS Software Depot. If necessary,
click
Browse to navigate to your plan.xml
file. Click
Next.
-
Select Deployment
Step and Products to Install — The deployment
plan determines the products to install and what order they are installed
in. In the
Deployment Step field, select
Step
2: Middle Tier. Click
Next.
-
Specify
SAS Installation Data File — This is the path
for your SID file. By default, the SID file is located in the SAS
Software Depot under the sid_files folder. If necessary, click
Browse to
navigate to it. Click
Next.
-
Select Region
Settings — Specify how you want your SAS Software
to format language, region, and locale-specific information. Also,
you can configure SAS as a Unicode server, and force SAS to use the
UTF-8 encoding in all data sets, catalogs, and text output. This can
be useful if you need to share such files with computers that use
different language representations. Click
Next.
-
Specify
Remote Communication Configuration — This window
enables you to specify the port number and security configuration
parameters for the SAS Deployment Agent. Accept the default values.
Click
Next.
-
Checking
System — The SAS Deployment Wizard checks to ensure
that the system has enough disk space and that the files and folders
that it will write are accessible.
-
The following information
is needed to configure the software:
-
Review Required
Software — This specifies the third-party software
that will be required to continue the installation. SAS Enterprise
Miner 12.3 requires Windows PowerShell 2.0. Click
Next.
-
Specify
Software Location — If Windows PowerShell 2.0
is already installed, this window will display the path to the installation
directory. Click
Next.
-
Select Configuration
Prompting Level — Select
Typical to
display the basic set of configuration settings. To accept most defaults
and for fewer options, select
Express. For
more granular configuration options, select
Custom.
To configure the SAS Enterprise Miner server, the
Typical setting
is recommended. Click
Next.
-
Specify
Configuration Information — This step creates
your software configuration directory. The SAS Deployment Wizard can
allocate up to 10 configuration levels. The default settings create
a level–1 configuration. For this example, the default configuration
directory will be
C:\SAS\EMTM
, and
the configuration level will be
Lev1. This
configuration is saved in
C:\SAS\EMTM\Lev1
.
If you create a level–2 configuration, the default location
in Windows systems is
C:\SAS\EMTM\Lev2
.
Click
Next.
-
Select Product
to Configure — Accept the default selections.
Click
Next.
-
Local Machine
Name — By default, the
Fully-Qualified
Local Host Name and the
Short Local Host
Name are given. Click
Next.
-
Migration
Information — Do one of the following:
-
If you are not upgrading from the
previous release, then do not select
Perform Migration.
Click
Next.
-
If you are upgrading from the previous,
then do not continue with the remaining installation and configuration
until you review the information in Chapter 4.
-
Windows
Options — This option creates a set of shortcuts
that help with the management of the SAS servers that you are ready
to install. Click
Next.
-
Windows
Shortcuts — By default, all users on the machine
will have the SAS Server Management shortcuts available. Click
Next.
-
Integrated
Windows Authentication — Detailed information
about single sign-on is available in the
SAS 9.4 Intelligence
Platform Security Administration Guide. SAS Enterprise
Miner 12.3 does not support Integrated Windows Authentication. By
default, the box for
Use Integrated Windows Authentication is
not checked. Click
Next.
-
Server Connection and
Accounts
-
SAS Metadata
Server — Enter the
Host Name and
Port used
for the SAS Metadata Server in the first step of these instructions.
Click
Next.
-
Deployment
Accounts: Type of Accounts — SAS internal accounts
are service entities exclusively used for SAS metadata administration.
SAS internal accounts are intended to minimize the use of external
accounts for SAS internal purposes. For this example, select
Use
SAS internal accounts when appropriate. Click
Next.
-
SAS Internal
Account: Unrestricted Administrator — This is
the administrator for the SAS Metadata server. You must use the same
password that was specified in the first step of these instructions.
Click
Next.
-
SAS Internal
Account: Trusted User — This is a privileged metadata
service account required to access metadata on behalf of users. You
must use the same password that was specified in the first step of
these instructions. Click
Next.
-
Anonymous
Web Access — Deselect the option
Enable
Anonymous Web Access (optional), because it is not required
for this example. Click
Next.
-
SAS Internal
Account: Anonymous Web User — If you enable anonymous
web access, this window enables you to specify the password for the
internal SAS account that is stored in the metadata server. Click
Next.
-
E-mail Server —
Enter the host name and port number for the SMTP mail server that
will send messages to the system administrator when the metadata server
encounters a problem. Click
Next.
-
E-mail Address —
The
Sender E-mail Address is the address
that is used to send e-mail messages to the system administrator.
The
Recipient E-mail Address is the address
that will receive the server warnings. If your e-mail server requires
logon credentials, enable the option
E-mail Server Requires
Authentication. The e-mail server user ID and password
are entered on a subsequent page if you select this option. However,
this example does not enable this option. Click
Next.
-
SAS Web
Server: Automated or Manual Configuration Option —
Accept the default option. Click
Next.
-
SAS Deployment
Tester Server — The Deployment Tester checks others
products that use JUnit for validation. Without JUnit, these products
can operate properly, but you will not be able to validate them with
the Deployment Tester. If you want to validate this installation,
enter the location of the JUnit JAR file. The JUnit JAR file is available
from the Third-Party Software Requirements web page, located at
http://support.sas.com/resources/thirdpartysupport/index.html
.
If you choose not to accept the default port value, refer to your
completed Pre-Installation Checklist for the value that you need to
enter. Click
Next.
-
-
SAS Remote
Services Application — SAS mid-tier applications
use this information to communicate with other SAS applications. For
this example, accept the defaults. Click
Next.
-
Event Broker
Ports — The SAS Mid-Tier Event Broker listens
for both HTTP and administrative events on these ports. Accept the
defaults, or refer to your completed Pre-Installation Checklist for
the values that you need to enter. Click
Next.
-
Web Application
Server: Automatic Configuration — By default,
your SAS Web Application Server will be configured to work with your
SAS products. If you forgo automatic configuration of your SAS Web
Application Server, you will still be prompted for SAS Web Application
Server information and deployment stages. Deployment stages such as
Configure Products, Deploy Web Applications, and Start Web Application
Servers will execute to create instructions for manual deployment.
When configuration is complete, follow these instructions on how to
configure your server and deploy your web applications. For this example,
accept the default values. Click
Next.
-
SAS Web
Server: Configuration — This window lists all
current default web server configurations. Click
Next.
-
Web Application
Server: JMS Configuration — Accept the default
values. Click
Next.
-
Web Application
Server: Cache Locator Configuration — Accept the
default values. Click
Next.
-
Web Application
Server: Scripting Configuration — If enabled,
your SAS Configuration will generate a scripting tool and a set of
configuration files that can be used for manual application server
configuration. By default, this option is not selected. This example
uses the default setting. Click
Next.
-
Web Application
Server: Server Configuration — This is the logical
name that will be used for your managed server. For this example,
accept the default,
SASServer1
.
Click
Next.
-
Web Application
Server: Managed Server Ports — If you choose not
to accept the default values, refer to your completed Pre-Installation
Checklist for the values that you should enter. For this example,
accept the default values. Click
Next.
-
Web Application
Server: Automatic Deployment — If you choose not
to automatically deploy Web applications, manual deployment instructions
will be written to Instructions.html during the Web application deployment
stage. For this example, choose to have web applications automatically
deployed to the web application server. Accept the default values.
Click
Next.
-
Web Application
Themes — Enter the fully qualified domain name
to use when accessing themes. The default value is the name of the
host where the configuration is performed. The port number provided
here must be the same as the HTTP port of your managed server. If
you choose not to accept the default values, refer to your completed
Pre-Installation Checklist for the values that you should enter. The
Configured
Protocol is the communication protocol that is used when
you access the installed themes. Accept the default value, which is
HTTP
Protocol. Click
Next.
-
IP Multicast
Version — Select the IP version that is appropriate
for your environment.
IPv6 requires that your
network and all machines that contain SAS products be IPv6 enabled.
For this example,
IPv4 is selected. Click
Next.
-
SAS Distributed
In-Process Scheduling Server — These are the UDP
ports and do not conflict with any previous TCP port definitions,
such as the metadata server. Accept the default values. Click
Next.
-
SAS Content
Server: Repository Directory — The SAS Content
Server stores application objects, such as registered SAS Enterprise
Miner Model Packages. Enter the location on your disk for the files
of this repository. The SAS Content Server will work with a DBMS for
persistence. For information about working with a DBMS, see “Administering
the SAS Content Server” in
SAS Intelligence Platform:
Middle-Tier Administration Guide. Accept the default values.
Click
Next.
-
SAS Web
Infrastructure Platform: Database Type — To accept
the recommended database for the SAS Web Infrastructure Platform,
click
Next.
-
SAS Web
Infrastructure Platform Database: JDBC Properties —
Specify the user ID and password that are used to access the database
that contains your SAS Web Infrastructure Database tables. If you
have chosen automatic configuration of a database for the SAS Web
Infrastructure Database, this user ID must have the ability to create
tables and insert records. If you have not chosen automatic configuration,
this user ID must have the ability to create tables, insert records,
and delete records. Accept the default values. Click
Next.
-
SAS Web
Infrastructure Platform Database: JDBC Properties —
This window enables you to specify the password for the shared services.
Click
Next.
-
SAS Environment
Manager: Administration Database Configuration —
This window enables you to specify the SAS Environment Manager Administration
password. Click
Next.
-
SAS Environment
Manager: Configuration — Accept the default values
for
HTTP Port and
HTTPS Secure
Port. Click
Next.
-
SAS Environment
Manager: Database Configuration — Enter the
Database
User,
Database User Password,
and
Database Encryption Passphrase. Click
Next.
-
SAS Flex
Application Themes — Specify the current fully qualified
domain name. Click
Next.
-
SAS Deployment
Backup and Recovery Tool: Enable Central Vault —
Accept the default selection. Click
Next.
-
Deployment
Summary — Review the software selections before
starting the installation process. If everything is correct, click
Start.
-
Deployment
Complete — Check all stages for errors or warnings.
Click
Next.
-
Additional
Resources — Record these links for future reference.
These links will be needed in the post-installation process. Click
Finish.
-
Configuration
Guidelines and Details — This page of information
is specific to your installation and is kept in your configuration
directory. In this example, that would be
C:\SAS\EMTM\Lev1\Documents\Instructions.html
.
Three Machine Setup
Step 3, Client
-
For the client installation,
log on to the computer that will be used as the SAS Enterprise Miner
client machine. Start the SAS Deployment Wizard from the highest-level
directory in your SAS Software Depot using the setup application that
is appropriate for your operating system. For example, on a Windows
system, this is the file setup.exe, located in the SAS Software Depot
folder. Note that depending on your software order, this might appear
as Step 5.
-
Select your preferred
language for the SAS Deployment Wizard.
-
After the SAS Deployment
Wizard opens, enter the following information:
-
Select Deployment
Task — Select
Install SAS Software.
Click
Next.
-
Specify
SAS Home — Choose a file system location for the
home folder for your SAS software. On Windows systems, this will default
to
C:\Program Files\SASHome
. You can
use the
Browse button to navigate to an alternate
location for your SAS Home. Click
Next.
-
Select Deployment
Type — Accept the default settings. Click
Next.
-
Select Deployment
Plan — Select
EMinerTMiner3.
If your SAS representative provided you with a custom plan file, select
Specify
the full path to a customized deployment plant. This is
the plan.xml file. Typically, the deployment plan is stored in the
plan_files folder of the SAS Software Depot. If necessary, click
Browse to
navigate to your plan.xml file. Click
Next.
-
Select Deployment
Step and Products to Install — The deployment
plan determines which products to install and in what order. In the
Deployment
Step field, select
Step 3: Client.
Click
Next.
-
Select SAS
Add-in for Microsoft Office Mode — Select your
operating system architecture. Click
Next.
-
Specify
SAS Installation Data File — This is the path
to your SID file. By default, the SID file is located in the SAS Software
Depot under the sid_files folder. If necessary, click
Browse to
navigate to this file. Click
Next.
-
Select Language
Support — Select the languages that you want to
install for the products that are listed. Only those languages that
work with your locale are installed. Click
Next.
-
Select Regional
Settings — Specify how you want your SAS Software
to format and display language, region, and locale-specific information.
Also, you can configure SAS as a Unicode server and force SAS to use
UTF-8 encoding in all data sets, catalogs, and text output. This can
be useful if you need to share these files with computers that use
different language representations. Click
Next.
-
SAS Environments
URL — Enter the URL for the SAS Environment File
that you decided on in the Pre-Installation Tasks for SAS Enterprise
Miner. This step lets you avoid manually creating and deploying a
sas-environment.xml before using SAS Enterprise Miner. The default
URL will resemble
http://myserver.mynet.mycompany.com:80/sas/sas-environment.xml
.
For this example, the network machine name
myserver.mynet.mycompany.com
would
be replaced with the name of the machine that contains the SAS middle
tier, installed in Step 2 of these instructions. Click
Next.
-
Checking
System — The SAS Deployment Wizard checks to ensure
that the system has enough disk space and that all files and folders
that it needs to write are accessible. The installation cannot proceed
until access is granted to any listed files. When the examination
of your file system is complete and there are no unwriteable files,
click
Next.
-
Select Configuration
Prompting Level — Select
Typical to
display the basic set of configuration settings. To accept most defaults,
and for fewer options, select
Express. For
more granular configuration options, select
Custom.
To configure the SAS Enterprise Miner server, the
Typical setting
is recommended. Click
Next.
-
Specify
Configuration Information — This step creates
your software’s configuration directory. The SAS Deployment
Wizard allocates up to 10 configuration levels. The default settings
create a level–1 configuration. For this example, the default
configuration directory is
C:\SAS\EMTM
,
and the configuration level is
Lev1
.
This configuration is saved in
C:\SAS\EMTM\Lev1
.
If you create a level–2 configuration, it will be saved in
C:\SAS\EMTM\Lev2
.
Click
Next.
-
Local Machine
Name — By default, the
Fully-Qualified
Local Host Name and the
Short Local Host
Name are provided. Click
Next.
-
Migration
Information — Do one of the following:
-
If you are not upgrading from the
previous release, then do not select
Perform Migration.
Click
Next.
-
If you are upgrading from the previous
release, do not continue with the remaining installation and configuration
until you have reviewed the information indicated in Chapter 4.
-
Integrated
Windows Authentication — Detailed information
about single sign-on is available in the SAS 9.4 Intelligence Platform
Security Administration Guide. In this example, do not select the
check box for
Use Integrated Windows Authentication.
Click
Next.
-
SAS Metadata
Server — Enter the host name and port that is
used for the SAS Metadata Server, specified in Step 1 of these instructions.
Click
Next.
-
Deployment
Summary — Review the software selections before
starting the installation process. If everything is correct, Click
Next.
-
Deployment
Complete — Check all stages of the installation
for errors or warnings. Click
Next.
-
Additional
Resources — Record these links for future reference.
Click
Finish.
-
Configuration Guidelines
and Details
-
This page of information is specific
to your installation and is kept in your configuration directory.
In this example, that directory is
C:\SAS\EMTM\Lev1\Documents\Instructions.html
.