Processing with the Adapter Setup Wizard

For supported adapters, the preferred method of setting up the ETL and reporting jobs for IT performance data is to use the Adapter Setup wizard. Alternatively, you can set up the ETL and reporting jobs for IT performance data by specifying the required jobs and transformations manually, outside of the Adapter Setup wizard. For more information about the ETL processes, see the SAS IT Resource Management: Administrator's Guide. For ore information about the reporting processes, see the SAS IT Resource Management: Reporting Guide.

Data administrators typically specify the ETL and reporting jobs for an adapter by means of the Adapter Setup wizard. The Adapter Setup wizard prompts the data administrator for the appropriate options and parameters and creates the jobs and transformations that are necessary to generate the required reports.

The Adapter Setup wizard automates the processes that are needed to generate reports from IT performance data. It guides you through the steps that set up the jobs that, when run, create the staged tables, aggregation tables, information maps, and report output for a supported input data source.

As shown in the following display, you can access the Adapter Setup wizard from the New menu of the SAS IT Resource Management Client toolbar by selecting IT Resource ManagementAdapter Setup.

To set up the ETL jobs, the Adapter Setup wizard prompts you to specify the IT data mart, the adapter, the location and the format of the input data. In addition, the wizard prompts you for the parameters that specify how the data is delimited or how duplicate data checking is to be performed. (The Adapter Setup wizard uses supplied template tables to create the required staged tables for each adapter.)

In order to set up the jobs that generate reports, the Adapter Setup wizard prompts you for information about the domain categories and time periods for which you want report-ready data to be prepared, the location of the formulas that are to be used in creating additional fields of data, and the location on the SAS Content Server where the reports and their associated metadata is to be stored.

When you click Finish, the ETL and report jobs are created and stored in the IT data mart that you specified. In addition, the wizard generates the metadata for the tables, information maps, report definitions, and libraries that are needed.

The jobs that are created by the Adapter Setup wizard are intended to be deployed for scheduling and executed in batch mode on the operating environment where you created them.

After a report job is deployed, scheduled, and executed, the resulting report output is available for viewing with Gallery Manager. Gallery Manager enables you to access, filter, and manage your report content from a Web browser. For more detailed information about how to work with Gallery Manager, see Chapter 6, "Viewing Reports Using Gallery Manager" in the SAS IT Resource Management: Reporting Guide.