SAS IT Resource Management 3.2 Data and Metadata Migration
Migration and Upgrade Defined
In the context of SAS
IT Resource Management, migration is a task that involves copying
data and, when it exists, metadata from SAS IT Resource Management
2.7 or 3.1.1 to SAS IT Resource Management 3.2. Migration involves
some internal restructuring of the data and metadata to conform to
the requirements of the new software.
In the context of SAS
IT Resource Management, this task involves changing the structure
and names of the tables and columns that define the data in SAS IT
Resource Management. This layout of tables and columns is called a
data model. The data model for SAS IT Resource Management 3.2 is not
the same as the data models for SAS IT Resource Management 2.7 and
SAS IT Resource Management 3.1.1.
Options for Migrating to SAS IT Resource Management 3.2
As your site adopts
SAS IT Resource Management 3.2, you have options to consider regarding
the data, metadata, and data models that are associated with your
current SAS IT Resource Management (2.7 or 3.1.1) system.
Install SAS IT Resource
Management 3.2. Do not migrate data and metadata from a previous installation
of SAS IT Resource Management.
Install SAS IT Resource
Management 3.2. Migrate all metadata (and optionally, data) from a
previous installation of SAS IT Resource Management using the SAS
Migration Utility.
Install SAS IT Resource
Management 3.2. Do not migrate data and metadata from a previous installation
of SAS IT Resource Management at configuration time. After running
configuration for the new system, selectively migrate one or more
specific IT data marts from a previous installation of SAS IT Resource
Management 3.1.1
Note: This document does not address
the conversion of reports from a prior SAS IT Resource Management
release to SAS IT Resource Management 3.2. For more information,
see the SAS IT Resource Management 3.2: Reporting Guide. That document contains an appendix called the “Report Conversion
Guide” that provides a description of the steps that are performed
in order to recreate reports that were generated using SAS IT Resource
Management 2.7 report macros. In addition, see the topic "Migrating
SAS Enterprise Guide Projects to Work with SAS IT Resource Management
3.2" in Chapter 2, "Preparing to Work with the SAS IT Resource Management
Client" of the SAS IT Resource Management 3.2: Administrator's
Guide.
Migration Option 1: Install SAS IT Resource Management 3.2; Do Not Migrate or Upgrade Data and Metadata from Your Previous Installation
SAS IT Resource Management
3.2 provides new data models and supplied reports for the adapters
that are supported by this release. The use of these data models and
reports allows your site to establish a new baseline from which the
IT performance management and capacity planning function is performed.
If this is what you want to do at your site, choose to install SAS
IT Resource Management 3.2 and begin processing IT data with this
system. Do not bring forward existing SAS IT Resource Management data
and the analysis of that data.
Choosing this option
requires you to install the new SAS IT Resource Management 3.2 software
and establish new IT data marts. Most likely, your site will maintain
the SAS IT Resource Management 2.7 or SAS IT Resource Management 3.1.1
system for a period of time as a complement to, or running in parallel
with, SAS IT Resource Management 3.2. This activity should continue
until your operational needs indicate that the legacy system can be
retired and the data archived.
Migration Option 2: Install SAS IT Resource Management 3.2; Migrate All Metadata (and, Optionally, Data) from a Previous Installation of SAS IT Resource Management Using the SAS Migration Utility
If you want to migrate
all SAS 9.1.3 system content and configuration to SAS IT Resource
Management 3.2 on a SAS 9.2 system, migrate your data and metadata.
Migration Option 2 is best suited to sites that have a significant
investment in the data produced by the current IT Resource Management
system, the customizations made for that system, and the processes
that analyze that data.
Choose this option if
you want to have access to all IT data marts that were defined in
your current SAS IT Resource Management 3.1.1 system. It is also
the best choice if you have a significant investment in SAS 9.1.3
system metadata other than that for SAS IT Resource Management.
If the total size of
all metadata for the SAS 9.1.3 system is extremely large, you might
encounter (or choose to eliminate the likelihood of) resource constraints
such as out-of-memory errors while using this option. If you encounter
this problem, you should select Migration Option 3.
Note: The migration process uses
more overall disk space because IT data marts must be replicated.
If disk space is an issue, you might decide to not migrate and to
follow the process described in Migration Option 1. (Migration Option
1 does not recommend migration, but instead recommends that you install
SAS IT Resource Management 3.2 and establish new IT data marts.)
After the migration
process is completed, the metadata and (optionally) the data are available
in SAS IT Resource Management 3.2. If you migrated the data, you
can choose whether to update that data to the SAS IT Resource Management
3.2 data model. For more information, see Data Model Upgrade Option: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.
Migration Option 3: Install SAS IT Resource Management 3.2; Migrate Selected Data and Metadata from Your Previous Installation of SAS IT Resource Management
If you want to use only
specific IT data marts from the previous installation of SAS IT Resource
Management 3.1.1 in the SAS IT Resource Management 3.2 environment,
install and configure IT Resource Management 3.2 without migration.
In other words, you perform the installation and configuration without
using the SAS Migration Utility and without specifying migration during
the configuration process. After the configuration is completed, you
can select specific IT data marts to extract from SAS IT Resource
Management 3.1.1 and deploy to SAS IT Resource Management 3.2.
Note: For information, see Migrating a Single IT Data Mart from SAS IT
Resource Management 3.1.1 to 3.2.
Note: Migration of specific IT
data marts using this technique does not have to be performed at any
specific time.
This option is best
suited to sites that want some, but not all, of the IT data marts
from their SAS IT Resource Management 3.1.1 system to be used in the
new SAS IT Resource Management 3.2 environment. This option is also
useful for sites that have resource constraints because migrating
one IT data mart at a time uses fewer resources than migrating all
of them at the same time.
After you extract a
specific IT data mart from SAS IT Resource Management 3.1.1 and deploying
it to SAS IT Resource Management 3.2, the metadata and, optionally,
the data, are available in SAS IT Resource Management 3.2. If you
migrated the data, you can choose whether to update that data to the
SAS IT Resource Management 3.2 data model. For more information, see Data Model Upgrade Option: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.
PDB Conversion Option: Migrate Specific Performance Databases from SAS IT Resource Management 2.7
After the installation
and configuration of SAS IT Resource Management 3.2 (by using Migration
Options 1, 2, or 3), you might want to use one or more specific PDBs
from a previous installation of SAS IT Resource Management 2.7. To
convert a PDB to an IT data mart, follow the instructions in Chapter
4, “Migrating SAS ITRM 2.7 Performance Databases to SAS ITRM
3.2 IT Data Marts.” For information, see Introduction to Migrating PDBs.
Migrating specific PDBs
using this technique does not have to be performed at a specific time.
You can select one or more specific PDBs to migrate now, and also
select additional PDBs to migrate at a later date.
After a PDB is migrated,
it is in the form of an IT data mart. The metadata, and optionally
the data, are available in SAS IT Resource Management 3.2. However,
the data model has not been upgraded. You can choose whether to update
the data in the IT data mart to the SAS IT Resource Management 3.2
data model for each specific IT data mart. For more information, see Data Model Upgrade Option: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.
Data Model Upgrade Option: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model
There are more than
4,000 reports that are supplied in SAS IT Resource Management 3.2.
These reports are built using the SAS IT Resource Management 3.2 data
model. If you want to use the new supplied reports with data and metadata
from your previous installation of SAS IT Resource Management, you
must migrate that data and metadata, and then upgrade the data to
the new SAS IT Resource Management 3.2 data model.
Upgrading the data model
is possible for selected IT data marts whether you choose Migration
Options 2 or 3. (If you choose Migration Option 1, then the SAS IT
Resource Management 3.2 data model will already be available and so
the upgrade is not necessary.) You can also upgrade the data model
for selected IT data marts whether the IT data mart was originally
migrated from an IT data mart in SAS IT Resource Management 3.1.1
or from a PDB in SAS IT Resource management 2.7.
CAUTION:
If you
upgrade to the new SAS IT Resource Management 3.2 data model, any
reports that were written for that data in previous IT Resource Management
releases might not work without significant refactoring, because the
table and column names are different.
In addition, some SAS
IT Resource Management 3.2 supplied reports might still not function
properly for data that is migrated and upgraded from previous IT Resource
Management releases. The reason is that the new reports might rely
on data that was never present in the previous installation of SAS
IT Resource Management.
Summary of Options and the Processes Required for Each
The following flowchart
summarizes the options that are available for moving to SAS IT Resource
Management 3.2. In addition, this flowchart shows the processes that
should be performed for each option and the chapters in this document
that describe how to perform those processes. Use this flowchart and
the chapter and step references in it to guide you through your chosen
migration option.
Flowchart of Paths for Moving to SAS IT Resource Management
3.2
