Install and Configure SAS Enterprise Miner

Overview

For the best overall explanation of the installation and configuration of the numerous combinations of products and environments, see the SAS 9.4 Intelligence Platform Installation and Configuration Guide.
Use the SAS Deployment Wizard to install and configure your software. For more information about the wizard, see the SAS Deployment Wizard User’s Guide, located at http://support.sas.com/documentation/installcenter/en/ikdeploywizug/66034/PDF/default/user.pdf.
In the following sections, step-by-step examples of both server and workstation mode deployments are provided to give you a better idea about what to expect when you install SAS Enterprise Miner.

SAS Enterprise Miner Server Multiple Machine Deployment

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
  1. 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.
  2. Selected your preferred language for the SAS Deployment Wizard.
  3. The SAS Deployment Wizard opens.
    1. Select Install SAS Software under End User Tasks. Click Next.
    2. 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.
    3. Select Deployment Type — The default installation selects Perform a Planned Deploymentthen selectInstall SAS Softwarethen selectConfigure SAS Software. Click Next.
    4. 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.
    5. 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.
    6. SAS Document Conversion Host and Port — Use this window to specify the local host and port. The default value is 7111. Click Next.
    7. Remote Communication Configuration — Use the default value of 5660. Click Next.
    8. At this point, the installer will check the machine in preparation of deployment. When it becomes available, click Next.
    9. 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.
    10. Deployment Step and Product to Install — Select Step 1: Server in the Deployment Step drop-down menu. Click Next.
    11. 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.
  4. The following information is needed to configure your SAS software.
    1. Select Configuration Prompting Level — Accept the default selection of Typical. Click Next.
    2. 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.
    3. Local Machine Name — Specify the localhost, hostname, and Fully-qualified Local Host Name Click Next.
    4. Migration Information — You can use this step to migrate existing content. However, there is no existing content for this example. Click Next.
    5. 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.
    6. Windows Shortcuts — By default, all users on the machine will have the SAS Server Managements shortcuts available. Click Next.
    7. Integrated Windows Authentication — At this time, Integrated Windows Authentication is not supported. Click Next.
  5. SAS server configuration
    1. SAS Metadata Server — Specify localhost in the FQDN field. Click Next.
    2. SAS Metadata Server: Override Backup Location — This window enables you to change the server backup location. Accept the default location. Click Next.
    3. 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.
    4. Deployment Accounts: Types of Accounts — This window enables you to specify the type of accounts that are used. Accept the default selection. Click Next.
    5. External Account: Installer — The default account will be your current user ID. Provide your password and click Next.
    6. SAS Internal Account: Unrestricted Administrator — Specify a password for the internal SAS administrator account. Click Next.
    7. SAS Internal Account: Trusted User — Specify a password for the internal SAS user sastrust. Click Next.
    8. Deployment Accounts: First User — Click Next.
    9. Server Encryption — This window enables you to specify the encryption that is used by the server. Accept the default settings. Click Next.
    10. Specify E-mail Server — Use this window to configure the SMTP server that is used to send an e-mail alert. Click Next.
    11. E-mail Address — Specify a sender and recipient for the e-mail alert. Click Next.
    12. SAS Object Spawner — Specify 8581 for the Operator Port. Click Next.
    13. SAS Object Spawner: Port Bank — Accept the default values. Click Next.
    14. SAS Application Server: Server Context — Accept the default value of SASApp. Click Next.
    15. SAS Workspace Server — Specify 8591 for the Port. Click Next.
    16. SAS Web Infrastructure Platform Database Server — Enter the password for the database administrator. Click Next.
    17. SAS Data Step Batch Server — Accept the default values. Click Next.
    18. Operating System Services Scheduling Server — Accept the default value of 8541. Click Next.
    19. Scheduling Services Cache Locator — Accept the default value of 41415. Click Next.
    20. 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.
    21. 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.
    22. 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.
    23. Deployment Summary — Review the software selected before starting the installation process. If this information is correct, Click Start.
  6. Deployment Complete — The SAS Deployment Wizard checks all stages for errors or warnings. Click Next.
  7. Additional Resources — It is suggested that you record these links for future reference. Click Finish.
  8. 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.
  9. 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
  1. 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.
  2. Select your preferred language for the SAS Deployment Wizard.
  3. After the SAS Deployment Wizard opens, enter the following information in each screen.
    1. Select Deployment Task — Select Install SAS software. Click Next.
    2. 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.
    3. Select Deployment Type — Select Perform a Planned Deploymentthen selectInstall SAS Softwarethen selectConfigure SAS Software. Click Next.
    4. 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.
    5. 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.
    6. 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.
    7. 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.
    8. 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.
    9. 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.
  4. The following information is needed to configure the software:
    1. 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.
    2. Specify Software Location — If Windows PowerShell 2.0 is already installed, this window will display the path to the installation directory. Click Next.
    3. 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.
    4. 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.
    5. Select Product to Configure — Accept the default selections. Click Next.
    6. Local Machine Name — By default, the Fully-Qualified Local Host Name and the Short Local Host Name are given. Click Next.
    7. 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.
    8. 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.
    9. Windows Shortcuts — By default, all users on the machine will have the SAS Server Management shortcuts available. Click Next.
    10. 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.
  5. Server Connection and Accounts
    1. SAS Metadata Server — Enter theHost Name and Port used for the SAS Metadata Server in the first step of these instructions. Click Next.
    2. 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.
    3. 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.
    4. 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.
    5. Anonymous Web Access — Deselect the option Enable Anonymous Web Access (optional), because it is not required for this example. Click Next.
    6. 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.
    7. 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.
    8. 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.
    9. SAS Web Server: Automated or Manual Configuration Option — Accept the default option. Click Next.
    10. 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.
  6. Mid-Tier Configuration
    1. 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.
    2. 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.
    3. 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.
    4. SAS Web Server: Configuration — This window lists all current default web server configurations. Click Next.
    5. Web Application Server: JMS Configuration — Accept the default values. Click Next.
    6. Web Application Server: Cache Locator Configuration — Accept the default values. Click Next.
    7. 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.
    8. 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.
    9. 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.
    10. 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.
    11. 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.
    12. 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.
    13. 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.
    14. 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.
    15. SAS Web Infrastructure Platform: Database Type — To accept the recommended database for the SAS Web Infrastructure Platform, click Next.
    16. 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.
    17. SAS Web Infrastructure Platform Database: JDBC Properties — This window enables you to specify the password for the shared services. Click Next.
    18. SAS Environment Manager: Administration Database Configuration — This window enables you to specify the SAS Environment Manager Administration password. Click Next.
    19. SAS Environment Manager: Configuration — Accept the default values for HTTP Port and HTTPS Secure Port. Click Next.
    20. SAS Environment Manager: Database Configuration — Enter the Database User, Database User Password, and Database Encryption Passphrase. Click Next.
    21. SAS Flex Application Themes — Specify the current fully qualified domain name. Click Next.
    22. SAS Deployment Backup and Recovery Tool: Enable Central Vault — Accept the default selection. Click Next.
  7. Deployment Summary — Review the software selections before starting the installation process. If everything is correct, click Start.
  8. Deployment Complete — Check all stages for errors or warnings. Click Next.
  9. Additional Resources — Record these links for future reference. These links will be needed in the post-installation process. Click Finish.
  10. 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
  1. 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.
  2. Select your preferred language for the SAS Deployment Wizard.
  3. After the SAS Deployment Wizard opens, enter the following information:
    1. Select Deployment Task — Select Install SAS Software. Click Next.
    2. 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.
    3. Select Deployment Type — Accept the default settings. Click Next.
    4. 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.
    5. 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.
    6. Select SAS Add-in for Microsoft Office Mode — Select your operating system architecture. Click Next.
    7. 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.
    8. 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.
    9. 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.
    10. 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.
    11. 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.
    12. 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.
    13. 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.
    14. Local Machine Name — By default, the Fully-Qualified Local Host Name and the Short Local Host Name are provided. Click Next.
    15. 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.
    16. 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.
    17. 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.
    18. Deployment Summary — Review the software selections before starting the installation process. If everything is correct, Click Next.
    19. Deployment Complete — Check all stages of the installation for errors or warnings. Click Next.
    20. Additional Resources — Record these links for future reference. Click Finish.
  4. 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.