Migrating a Single IT Data Mart from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 to 3.3

Migrating from SAS IT Resource Management 3.1.1 to 3.3

Overview of Migrating from SAS IT Resource Management 3.1.1 to 3.3

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 3.3. The Extract311DataMart and DeployDataMartTo33 tools provide this functionality.

Note: The Extract311DataMart and DeployDataMartTo33 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 3.3 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 3.3 system. The formulas on the SAS IT Resource Management 3.3 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 3.3 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: Administrator's Guide.

Running the Extract311DataMart and DeployDataMartTo33 Tools Work

The Extract311DataMart and DeployDataMartTo33 tools are distributed in a JAR file called Extract311Deploy33.jar. This JAR file can be found in the deploy subdirectory of your installed IT Resource Management client. (The default location of this JAR file is C:\Program Files\SASHome\SASITResourceManagementClient\3.3\deploy.)

Note: When running these tools, you must use a SAS Administrator user account (typically sasadm@saspw). This user account has privileges that are associated with the Metadata Server: Unrestricted role. In addition, the SAS Administrator account is initially a member of the SAS Administrators group. For more information about this account, see “Overview of System Administration User Roles” in the SAS 9.3 Intelligence Platform: System Administration Guide.

Before using the extract and deploy tools, be sure to apply any hot fixes that are available for this version of SAS IT Resource Management. Hot fixes for SAS IT Resource Management 3.3 and later are accessible here: http://ftp.sas.com/techsup/download/hotfix/HF2/H33.html.

Move the Extract311Deploy33.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, which is part of your source SAS 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 variable should point to the non-default location before you run the Extract311ITDataMart.bat script. To do so, open a DOS prompt window and issue a set smcclient =drive:alternate-directory command. Here is an example of that command for the SAS 9.1 system:
```
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 Extract311Deploy33.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 Extract311Deploy33.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 ..\Extract311Deploy33\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 3.3 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 3.3 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.
Here is an 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). It then 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. Here is an example.
```
Extract311DataMart “SampleDataMart” 
                    your311server.domain.com 
                    8561 
                    youruserID 
                    yourpassword 
                    > extract.log
```
Note: Warning messages that start with either of the following texts can be ignored:
- No objects of type Tree were found using the search criteria.
- No objects were retrieved from the server during expansion.
On your SAS IT Resource Management 3.3 system, create a metadata repository named ITMS.

To create the repository, perform the following steps:
1. Invoke SAS Management Console 9.3 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 appears.
  
  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. The user account which will be used for subsequent steps should have Write authority to this repository.
Move the entire directory tree that was created in step 2 from your SAS 9.1.3 system to your SAS IT Resource Management 3.3 client machine.

The directory contains a batch file, DeployDataMartTo33.bat, that you can invoke to deploy the migrated IT data mart onto your SAS IT Resource Management 3.3 system.
On your SAS IT Resource Management 3.3 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 3.3 client in a location other than the default location, you need to set an ITRMCLIENTTIER environment variable. That variable should point to the non-default location before you run the DeployDataMartTo33.bat script. In the DOS prompt window, issue the set itrmclienttier =drive: alternate-directory command. Here is an example of that command:
```
set itrmclienttier= D:\Program Files\SASHome
    \SASITResourceManagementClient\3.3 
```
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 DeployDataMartTo33.bat script. In the DOS prompt window, issue the vjrpath =drive: alternate-directory command. Here is an example of that command:
```
set vjrpath = D:\Program Files\SASHome\SASVersionedJarRepository\
```
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 DeployDataMartTo33.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. Here is an example of that command:
```
set extconfig = D:\Program Files\SASHome\sas.java.ext.config
```
Run the DeployDataMartTo33.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 9.3 environment.
Specify the following positional parameters for the DeployDataMartTo33.bat program:
- the name of the metadata server where the SAS IT Resource Management 3.3 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
Here is an example.
```
DeployDataMartTo33 your33server.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 3.3 system.
The messages written by the DeployDataMartTo33 batch file can be captured in the usual Windows method, by redirecting output. Here is an example.
```
DeployDataMartTo33 
           your33server.domain.com 
           8561 
           youruserID 
           yourpassword 
           > deploy.log
```
Note: If you run the DeployDataMartTo33 tool for the same 3.11 IT Data Mart twice, or if another IT data mart already exists with the same name, rename one of them. If one of these IT data marts is not needed anymore, you can delete it. To delete or rename an IT data mart, on the IT Data Marts tree of SAS IT Resource Management, right-click the IT data mart. For more information about deleting or renaming an IT data mart, see “Working with IT Data Marts” in Chapter 4, “Data Marts,” in the SAS IT Resource Management: Administrator’s Guide.
This step is recommended, although it is optional. Perform this step to ensure 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 3.3 system.

Note: This step is required if you are migrating between releases of the SAS System (for example, from SAS 9.2 to SAS 9.3).

To rename the pathnames and data sets in the metadata for the new SAS IT Resource Management 3.3 IT data marts, use the %RMDMPATH macro. For information, see Step 4: Rename the SAS ITRM 3.1.1, 3.2, 3.21, or 3.3 IT Data Mart Metadata Pathnames and Data Sets for Migration.
The Extract311DataMart and DeployDataMartTo33 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 3.3 IT data mart, use the package (%RMDMPKG) and unpackage (%RMDMUPKG) macros.
Note: Skip this step if you meet both of the following conditions:
- You did not rename the pathnames and data sets, as recommended in the previous step.
- The existing pathnames point to locations that already contain the correct physical contents of the IT data mart that you are working with.
For information, see Step 3: Package Data from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 IT Data Marts for Migration and Step 5: Unpackage the Data from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 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 3.3 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 3.3 IT data mart, after the Extract311DataMart and DeployDataMartTo33 tools have been successfully run.

Structure of a SAS IT Resource Management 3.3 IT Data Mart

To upgrade the IT data mart to the SAS IT Resource Management 3.3 data model, run the %RMUPGRDM macro. For information about this macro, see Introduction to the Data Model Upgrade.
Redeploy all the jobs that were migrated.

Migrating from SAS IT Resource Management 3.2, 3.21, or 3.3 to 3.3

Overview of Migrating from SAS IT Resource Management 3.2 and 3.21 to 3.3

To migrate a single IT data mart from SAS IT Resource Management 3.2, 3.21, or 3.3 to 3.3, use the Export and Import utilities. These utilities move the metadata of the IT data mart to the new operating environment.

Using the Export and Import Utilities to Migrate from SAS IT Resource Management 3.2, 3.21, or 3.3 to 3.3

To determine which view of the SAS IT Resource Management client to use to perform the export and import functions, follow these guidelines:

If you are exporting and importing an IT data mart, perform both of those functions from the IT Data Mart view of the SAS IT Resource Management client.
If you are exporting and importing any of the subfolders or contents of an IT data mart, perform both of those functions from the IT Data Mart view of the SAS IT Resource Management client.
If you are exporting and importing any other content, that is, content that is outside of an IT data mart, perform both of those functions from the Folders view of the SAS IT Resource Management client.

Export the IT Data Mart to a SAS Package

To export the IT data mart from SAS IT Resource Management 3.2, 3.21, or 3.3 to a SAS package that contains the IT data mart and its objects, invoke the Export to SAS Package wizard from the SAS IT Resource Management 3.2, 3.21, or 3.3 client.

Right-click the IT data mart that you want to move. Select ExportSAS Package.
The Export to SAS Package wizard appears.
- Specify the location where the SAS package is to be stored.
- Check Include dependent objects when retrieving initial collection of objects so that all required objects are included in the export package.
- Click Finish.

Import the SAS Package

To import the SAS package to an IT data mart on SAS IT Resource Management 3.3, invoke the Import from SAS Package wizard from the SAS IT Resource Management 3.3 client.

Right-click in the white space of the IT Data Marts tree, and select Import SAS Package. The Import from SAS Package wizard appears.
On the first page of the wizard, specify the following fields:
- Specify the location where the SAS package is stored. (The default location contains the location of the most recently exported SAS package.)
- [Optional] Select the option to include access controls. These controls govern who can access the imported IT data mart.
- Select the option to import all objects.
On the second page of the wizard, select the objects that you want to import.
On the third page of the wizard, you can view information about creating metadata definitions for some objects that you import, such as libraries that are associated with tables in the IT data mart.
On the next page of the wizard, specify the target application server to which you are importing the IT data mart.
On the Directory Paths page, specify the target locations for the folders of the IT data mart that is being imported.
On the Summary page, you can view the choices that you made. Click Next to import the IT data mart.
Click View Log to see the log file that was created during the import process.
Click Finish to return to the IT Data Marts tree.

Note: For more information, see the “Importing, Exporting, and Promoting Metadata” topic in Chapter 4, “It Data Mart,” in the SAS IT Resource Management: Administrator's Guide.

Moving the Data in the Migrated IT Data Mart from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 to 3.3

After you have migrated the metadata for your IT data mart from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 to 3.3, you can move the data to the new IT data mart. To do so, perform the following steps:

On your SAS IT Resource Management 3.1.1, 3.2 or 3.21 system, use the %RMDMPKG macro to package the data. For information, see Step 3: Package Data from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 IT Data Marts for Migration.
On your SAS IT Resource Management 3.3 system, use the %RMDMPATH macro to rename the pathnames and data sets in the metadata for the new SAS IT Resource Management 3.3 IT data marts. This renaming is done so that existing SAS IT Resource Management 3.1.1, 3.2 or 3.21 physical data libraries are not overwritten when the physical data is unpackaged in step 5. For information, see Step 4: Rename the SAS ITRM 3.1.1, 3.2, 3.21, or 3.3 IT Data Mart Metadata Pathnames and Data Sets for Migration.

Note: If the file systems that are used by SAS IT Resource Management 3.1.1, 3.2, or 3.21 and SAS IT Resource Management 3.3 are not shared, then this step is not required.
On your SAS IT Resource Management 3.3 system, use the %RMDMUPKG macro to unpackage the physical data that was created in step 3. The physical data should be unpackaged into the SAS IT Resource Management 3.3 IT data marts. If step 4 was executed to rename the pathnames and data sets, then those new names are used in this step. For information, see Step 5: Unpackage the Data from SAS IT Resource Management 3.1.1, 3.2, 3.21, or 3.3 Data Marts for Migration.

Note: Be sure to set the SMU= option to NO.
Redeploy all the jobs that were migrated.
To upgrade the IT data mart to the SAS IT Resource Management 3.3 data model, run the %RMUPGRDM macro. For information, see Introduction to the Data Model Upgrade.