Introduction to Migrating PDBs

The IT data mart is the logical collection of the jobs, data, information maps, tables, and other elements that support the extracting, transforming, and loading (ETL) of IT data. The IT data mart is conceptually similar to, but architecturally quite different from, the performance database (PDB) that was supported in SAS IT Resource Management 2.6 and 2.7.

This chapter describes how to use the tools and methodologies that are necessary to migrate data from a SAS IT Resource Management 2.6 or 2.7 PDB into the SAS IT Resource Management 3.21 software environment. Make sure that you have applied the latest hot fixes to your SAS IT Resource Management 2.6 or 2.7 software. For information about the latest hot fixes that apply to your system, see SAS IT Resource Management 3.21 Software Migration.

Cross-platform PDB migration refers to the following scenarios:

migrating from SAS 8.2 to SAS 9.1.3, 9.2, or 9.3
migrating from one operating environment platform to another (for example, from Windows to UNIX)

If you want to perform cross-platform PDB migration, utilities for this purpose are available. For more information about migrating between platforms, see Cross-Platform PDB Migration.

Note: SAS IT Resource Management 2.6 runs on SAS 8. The migration of a SAS IT Resource Management 2.6 PDB must be treated as a cross-platform PDB migration regardless of the host operating environments from which, and to which, the PDB migration is being performed.

The migration of a PDB results in an IT data mart that includes the following information, organized in folders:

definitions of staging and aggregation jobs
staging and aggregation tables (Data from the PDB is used to populate the aggregation tables.)
SAS libraries, for storing staging and aggregation tables
formulas for the following data:
- SHIFT
- Holiday
- aging definitions
- other useful computed columns

The following table shows some SAS IT Resource Management 2.6 and 2.7 functionality and the equivalent implementation in SAS IT Resource Management 3.21.

2.6 and 2.7 Functionality	3.21 Implementation
Process Exits	Process exits can be implemented as user-written staging transformations. Users are responsible for adding the appropriate transformations and code.
Derived Variables	Computed columns are defined on a staged table.
Formula Variables	Computed columns are defined on an aggregation output table.
%CxPROCES	The staging phase of %CxPROCES is implemented as a separate staging or user-written staging transformation. The resulting DETAIL table from %CxPROCES is now a simple aggregation output table of an Aggregation transformation.
%CPREDUCE	%CPREDUCE is implemented as summarized aggregation output tables of an Aggregation transformation.
SHIFT Definition	SHIFT definitions are implemented as SHIFT formula definitions and their associated computed columns. As with SAS IT Resource Management 2.6 and 2.7, the `SHIFT` has the value of the holiday shift if the date is a HOLIDAY.
HOLIDAY Definitions	HOLIDAY formula definition and associated computed columns. This formula is set to a value of `Y` or `N` depending on whether the data is for a holiday.

Note: Here are some additional considerations when comparing the functionality of SAS IT Resource Management 2.6 or 2.7 and SAS IT Resource Management 3.21:

For migration of SAS IT Resource Management 2.6 or 2.7 collectors that are not supported as SAS IT Resource Management 3.21 adapters (including user-written, generic collectors from SAS IT Resource Management 2.6 or 2.7), user-written transformations are created to stage the data. Users provide the SAS code for user-written transformations.
Evaluate any site-developed code that you intend to migrate in order to determine whether this code includes the use of SAS IT Resource Management 2.6 or 2.7 macros. These macros might not be supported in SAS IT Resource Management 3.21, and the code must be updated in order to eliminate their use.