Setting Up Profiles

Managing Profiles

After the metadata servers that you need are defined, you must create and manage profiles to connect to the servers' definitions so that SAS Enterprise Guide can access them. Managing profiles includes these tasks:

creating new profiles
specifying the active SAS Workspace Server
modifying existing profiles
setting up automatic updating of profile information

To configure and manage repositories, select File Manage Profiles. The Connections dialog box opens.

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The Connections dialog box contains a list of all the profiles that have been defined for SAS Enterprise Guide Explorer. The active profile is identified by the active profile icon ( [untitled graphic] ).

Define a Profile

To connect to a metadata server, you must create a definition for the profile in the Connections dialog box. To define a profile, follow these steps:

Select Profiles from the selection pane and click Add. The Create Profile dialog box opens.
Specify the name and description for the profile.
Specify the machine and the port to which the profile connects. If the profile connects to a local machine, you only have to specify the port number. If you are using SAS Enterprise Guide in a Citrix environment, you must specify Remote and the ID of the Citrix server. You must specify Remote even if the server is on the same machine that you are currently using.
Specify how users connect to the machine. If the machine is running Microsoft Windows, you can select Use Integrated Windows Authentication to specify that the credentials that are used to log on to the Windows desktop are also used to connect to the machine. If you do not use Integrated Windows Authentication, you must specify a user ID and password under which connections are made.

If you are configuring a Citrix environment, specify a valid ID and associated password for logging on to the Citrix server. This ID will be used only to establish an administrative connection with the server. Individual SAS Enterprise Guide users are prompted for their user IDs and passwords.
Leave the Authentication Domain field blank unless your organization has set up a specific authentication domain configuration. If the field is left blank, SAS Enterprise Guide automatically uses a value of DefaultAuth for the authentication domain. The authentication domain enables the machine to use resources without authentication prompts. When a user accesses a resource on the server, the authorization domain of the resource is compared to the value that is specified for the profile. If the authorization domains match, the user does not have to enter credentials to use the resource.
Click Save to create the profile definition and return to the Connections dialog box.

Specify an Active Profile

You can specify one profile as the active profile. The active profile connects to the server that serves as the source for all resource definitions (such as servers and libraries).

To specify an active profile, select Profiles from the selection pane, select a profile from the list of defined profiles, and then click Set Active. The selected profile is identified by the active profile icon ( [Specify an Active Profile] ).

Modify a Profile

After a profile has been defined in the Connections dialog box, you can modify the properties of the profile. To modify a profile, follow these steps:

Select Profiles from the selection pane, choose the profile that you want to change, and then click Modify. The Modify Profile dialog box opens.
Make any needed changes to the profile options, and then click Save to accept the changes and return to the Connections dialog box.

Delete a Profile

You can use the Connections dialog box to delete a profile. Select Profiles from the selection pane, choose the profile that you want to remove, and then click Delete.

Specify the Active Workspace Server

After you have specified the active profile, you must specify the default SAS Workspace Server that will be used to process SAS requests. You must use SAS Management Console to define SAS Workspace Servers on the machine to which the profile connects.

To specify the default server, follow these steps:

Select Servers from the selection pane.
Select Automatically add local SAS server to specify that a workspace server that runs on the local machine is added to the list of workspace servers on the remote machine.
Use the menu to select a SAS Workspace Server from the list of servers that have been defined on the active profile's machine. Use SAS Management Console to define additional servers if needed.

Configure Profile Updates

Whenever you make changes to the profile configuration, such as changing the machine to which a profile connects or adding a new profile, you must provide the changed information to SAS Enterprise Guide users so that they can find the changed profiles. To avoid having to update SAS Enterprise Guide users manually, you can store the profile configuration information in a shared location and enable SAS Enterprise Guide to automatically apply configuration updates.

To set up automatic updating, follow these steps:

In SAS Enterprise Guide Explorer, select File Manage Profiles.
In the Connections dialog box, select Updates from the selection pane.
Select Update configuration automatically if you want SAS Enterprise Guide Explorer to receive updates to the configuration information. Usually, the information in SAS Enterprise Guide Explorer and the information in the configuration file are the same, but you might want to select this option for testing purposes.

If you selected the Update configuration automatically check box, use the Location of update file field to specify a network location that all SAS Enterprise Guide users can access. When you activate automatic updating, SAS Enterprise Guide checks this location for automatic updates to the profile configuration information.

Click Check for updates now to test whether SAS Enterprise Guide Explorer can locate the update information in the specified location.
Click Close.
Copy the SDSUpdate.xml file from the work directory that you specified when you first configured the profiles (see Create a Shared Profile Deployment) to the network location that you specified in the Connections dialog box.
Copy the SDSControl.xml file from the work directory to the network location that you specified in the Connections dialog box. If you change the location of the configuration update file, then you must copy the changed SDSControl file to all machines where SAS Enterprise Guide is installed.
In SAS Enterprise Guide Explorer, select Tools Customize EG Options. This opens the Options window. Select the Administration options and click Modify in the Connections area. The Connections dialog box opens.
Select Updates from the selection pane and specify the location of the configuration update file that you specified in the Connections dialog box from SAS Enterprise Guide Explorer. Select Update configuration automatically. Click OK to close the Connections dialog box.
In the Options window, click Save to save the options to EGOptions.xml.
Include the EGOptions.xml file in the SAS Enterprise Guide installation package to automatically apply the option to all machines where SAS Enterprise Guide is installed. If you already have SAS Enterprise Guide installed, you can distribute the EGOptions.xml file to the machines where SAS Enterprise Guide is installed in order to change the default SAS Enterprise Guide options.

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