Migrating a Single IT Data Mart from SAS IT Resource Management 3.1.1 to 3.2

Overview

In some instances, you might want to migrate only a single IT data mart from SAS IT Resource Management 3.1.1 to SAS IT Resource Management 3.2. The Extract311DataMart and DeployDataMartTo32 tools provide this functionality.

Note: The Extract311DataMart and DeployDataMartTo32 tools are supported only when migrating IT data marts between IT Resource Management systems that are hosted on platforms belonging to the same operating system family. For example, you can migrate only from Windows to Windows, from UNIX to UNIX, or from z/OS to z/OS.

These tools support all objects in an IT data mart except for information maps and formulas.

To generate information maps on the SAS IT Resource Management 3.2 system, you must run the Information Map jobs on that system.
The staged and aggregated tables in the IT data mart that you are migrating from SAS IT Resource Management 3.1.1 might use formulas in the calculation of a computed column. If so, the formulas that are invoked are matched to the formulas that are in the IT Formulas folder on the SAS IT Resource Management 3.2 system. The formulas on the SAS IT Resource Management 3.2 system are the formulas that will be used in the calculation of computed columns. (The formulas that are on the SAS IT Resource Management 3.1.1 system will not be applied to the computed column calculations.)

Therefore, before migrating your IT data marts, change the formulas on the target SAS IT Resource Management 3.2 system to match the formulas that are used in your SAS IT Resource Management 3.1.1 system. For more information, see Chapter 6, “Formulas” in the SAS IT Resource Management 3.2: Administrator’s Guide.

How the Extract311DataMart and DeployDataMartTo32 Tools Work

The Extract311DataMart and DeployDataMartTo32 tools are distributed in a JAR file called Extract311Deploy32.jar. This JAR file is available in hotfix D49001.

Move the Extract311Deploy32.jar file to the SAS IT Resource Management 3.1.1 Windows system where your client software is installed. This Windows system will have SAS Management Console 9.1, which is part of the SAS 9.1.3 system. (This system does not need to have SAS Foundation installed on it.)
Note: If you installed SAS Management Console 9.1 in a location other than the default location, you need to set an SMCCLIENT environment variable that points to the non-default location before you run the Extract311ITDataMart.bat script. In a DOS prompt window, issue the set smcclient =drive:alternate-directory command . For example:
```
set smcclient=D:\Program Files\SAS\SAS Management Console\9.1
```
In a DOS prompt window, make sure that the ..\bin directory of a Java JDK is in your PATH environment variable. For example:
```
set path=C:\j2sdk1.4.2_09\bin;%PATH%
```
Then use the jar –xf [jarname] command to unzip the Extract311Deploy32.jar file and place it in a new directory tree. The following example creates a new directory called Extract, sets the current working directory to Extract, and unzips the JAR file into that directory.
```
mkdir c:\Extract 	
cd c:\Extract 	
jar –xf Extract311Deploy32.jar  
```
The jar –xf [jarname] command creates a directory tree that is extracted from the JAR, which is located in the current working directory.
Change the current working directory to the ..\Extract311Deploy32\Utilities\metadata folder of the directory you just extracted. This directory contains a batch file, Extract311DataMart.bat, that you can invoke to extract the metadata of the IT data mart that you want to migrate.
Run the Extract311DataMart.bat program.

Note: Before running this Windows batch file, the JAVA_HOME environment variable should be set to the correct Java Virtual Machine (JVM) using the correct version of Java. The supported Java versions for SAS client applications are documented at Third-Party Software Reference. See the section for SAS client applications under the appropriate Service Pack for your SAS 9.1.3 environment.
Specify the following positional parameters for the Extract311DataMart.bat program:
- the name of the IT data mart that you are migrating. This name is also used to identify the migrated IT data mart on the SAS IT Resource Management 3.2 system. If the name of the IT data mart contains spaces, enclose it in double quotation marks.
  
  Note: If an IT data mart with this name already exists on the target SAS IT Resource Management 3.2 system, the migrated IT data mart is renamed in order to avoid duplication.
- the name of the metadata server where the SAS IT Resource Management 3.1.1 system is located.
- the port that is associated with the specified metadata server.
- the user ID that connects you to the specified metadata server.
  
  Note: The user ID should be authorized to create new top-level folders in the ITMS repository. Use an administrative user ID if necessary.
- the password that is associated with the specified user ID.
For example:
```
Extract311DataMart “SampleDataMart” 
                    your311server.domain.com 
                    8561 
                    youruserID 
                    yourpassword 
```
This extract program produces the metadata about the IT data mart that you want to migrate (in XML form) and writes the extracted files to the directory tree on the SAS IT Resource Management 3.1.1 system.
The messages written by the Extract311DataMart batch file can be captured in the usual Windows method, by redirecting output. For example:
```
Extract311DataMart “SampleDataMart” 
                    your311server.domain.com 
                    8561 
                    youruserID 
                    yourpassword 
                    > extract.log
```
On your SAS IT Resource Management 3.2 system, create a metadata repository named ITMS.

To create the repository, perform the following steps:
1. Invoke SAS Management Console 9.2 and log on using an administrative user account.
2. On the Plug-ins tab, expand Environment Manager. In the Metadata Manager section, select Active Server.
3. On the Actions menu, select New Repository. The New Repository wizard opens.
  
  Specify the name of the new repository as ITMS.
  
  Specify a path. (For example, the path could be MetadataRepositories\ITMS).
  
  Note: You can also specify authorization details for the new repository at this time. Alternatively, you can change the authorization details later.
Move the entire directory tree that was created in step 2 from your SAS 9.1.3 system to your SAS IT Resource Management 3.2 client machine.

The directory contains a batch file, DeployDataMartTo32.bat, that you can invoke to deploy the migrated IT data mart onto your SAS IT Resource Management 3.2 system.
On your SAS IT Resource Management 3.2 system, change the current working directory to the ../Utilities/metadata folder of the directory you just moved.
If you installed the SAS IT Resource Management 3.2 client in a location other than the default location, you need to set an ITRMCLIENTTIER environment variable to point to the non-default location before you run the DeployDataMartTo32.bat script. In the DOS prompt window, issue the set itrmclienttier =drive: alternate-directory command. For example:
```
set itrmclienttier= 
   D:\Program Files\SAS\SASITResourceManagementClient\3.2 
```
If you installed the SAS Versioned Jar Repository into a non-default location, you need to set a VJRPATH environment variable to point to the non-default location before you run the DeployDataMartTo32.bat script. In the DOS prompt window, issue the vjrpath =drive: alternate-directory command. For example:
```
set vjrpath = 
   D:\Program Files\SAS\SASVersionedJarRepository\9.2
```
If you installed the SAS Platform Object Framework into a non-default location, or if you want to use an alternate SAS Java external configuration file, you need to set an EXTCONFIG environment variable to point to the non-default location before you run the DeployDataMartTo32.bat script. (This environment variable should point to a file location rather than a directory location.) In the DOS prompt window, issue the set extconfig =drive:alternate-directory filename command. For example:
```
set extconfig = 
    D:\Program Files\SAS\SASPlatformObjectFramework\9.2\sas.java.ext.config
```
Run the DeployDataMartTo32.bat program.

Note: Before running this Windows batch file, the JAVA_HOME environment variable should be set to the correct Java Virtual Machine (JVM) using the correct version of Java. The supported Java versions for SAS client applications are documented at Third-Party Software Reference. See the section for Java Runtime Environments under the appropriate maintenance release for your SAS 9.2 environment.
Specify the following positional parameters for the DeployDataMartTo32.bat program:
- the name of the metadata server where the SAS IT Resource Management 3.2 system is located
- the port that is associated with the specified metadata server
- your user ID that connects you to the specified metadata server
- the password that is associated with the specified user ID
For example:
```
DeployDataMartTo32 your32server.domain.com 
                   8561 
                   youruserID 
                   yourpassword
```
The IT data mart from the SAS IT Resource Management 3.1.1 system is now available on your SAS IT Resource Management 3.2 system.
The messages written by the DeployDataMartTo32 batch file can be captured in the usual Windows method, by redirecting output. For example:
```
DeployDataMartTo32 
           your32server.domain.com 
           8561 
           youruserID 
           yourpassword 
           > deploy.log
```
To rename the pathnames and data sets in the metadata for the new SAS IT Resource Management 3.2 IT data marts, use the %RMDMPATH macro. Although this step is optional, this renaming is recommended so that existing SAS IT Resource Management 3.1.1 physical data libraries are not overwritten when the physical data is unpackaged on the SAS IT Resource Management 3.2 system. For information, see Step 4: Rename the SAS ITRM 3.1.1 IT Data Mart Metadata Pathnames and Data Sets for Migration.
The Extract311DataMart and DeployDataMartTo32 tools migrate only the metadata that is associated with an IT data mart. To migrate the data from the SAS IT Resource Management 3.1.1 IT data mart to the SAS IT Resource Management 3.2 IT data mart, use the package (%RMDMPKG) and unpackage (%RMDMUPKG) macros. For information, see Step 3: Package SAS IT Resource Management 3.1.1 IT Data Marts for Migration and Step 5: Unpackage IT Resource Management 3.1.1 Data Marts for Migration.

Note: In the specification of the %RMDMUPKG macro, make sure that the SMU= parameter is set to NO. This setting indicates that the SAS Migration Utility was not used to migrate the metadata associated with this IT data.
The same folder structure of the original IT data mart is carried over to the SAS IT Resource Management 3.2 system. The following display shows the folder structure of an IT data mart on a SAS IT Resource Management 3.1.1 system.

Structure of a SAS IT Resource Management 3.1.1 IT Data Mart

The following display shows the folder structure of a SAS IT Resource Management 3.2 IT data mart, after the Extract311DataMart and DeployDataMartTo32 tools have been successfully run.

Structure of a Deployed SAS IT Resource Management 3.2 IT Data Mart

To upgrade the IT data mart to the SAS IT Resource Management 3.2 data model, run the %RMUPGRDM macro. For information, see Data Model Upgrade.