SAS IT Resource Management 3.21 Data and Metadata Migration :: SAS(R) IT Resource Management 3.21: Migration Documentation, Second Edition

Migration and Upgrade Defined

Migration

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 2.6, 2.7, 3.1.1, or 3.2 to SAS IT Resource Management 3.21. Migration involves some internal restructuring of the data and metadata to conform to the requirements of the new software.

Upgrade

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 and later is not the same as the data models for SAS IT Resource Management 2.6, 2.7, and 3.1.1. (However, there is no difference between the data models used by SAS IT Resource Management 3.2 and SAS IT Resource Management 3.21.)

Options for Migrating to SAS IT Resource Management 3.21

As your site adopts SAS IT Resource Management 3.21, you have several options to consider. These options affect the data, metadata, and data models that are associated with your current SAS IT Resource Management 2.6, 2.7, 3.1.1, or 3.2 system.

Option 1: Install Only

Install SAS IT Resource Management 3.21. Do not migrate data and metadata from a previous installation of SAS IT Resource Management.

Option 2: Install and Migrate Metadata and, Optionally, Data

Install SAS IT Resource Management 3.21. Migrate all metadata (and optionally, data) from a previous installation of SAS IT Resource Management using the SAS Migration Utility (SMU).

Option 3: Install and Migrate a Specific IT Data Mart

Install SAS IT Resource Management 3.21. 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: To copy IT data marts from SAS IT Resource Management 3.2 to SAS IT Resource Management 3.21, use the export and import utilities that are provided with the SAS Intelligence Platform. For information, see the “Importing, Exporting, and Promoting Metadata” topic in Chapter 4, “It Data Mart,” in SAS IT Resource Management 3.21: Administrator’s Guide.

Option 4: Convert PDBs to IT Data Marts

Use any of the three previous options to install SAS IT Resource Management 3.21 on your SAS 9.3 system. Then, you can migrate one or more specific performance databases (PDBs) from a previous installation of SAS IT Resource Management 2.6 or 2.7. These PDBs will be converted into IT data marts as part of the PDB migration process.

Option 5: Data Model Upgrade

After using any of the four previous options, you can upgrade the data model of any or all migrated IT data marts to the SAS IT Resource Management 3.2 data model. (There is no difference between the data models used by SAS IT Resource Management 3.2 and SAS IT Resource Management 3.21.)

Note: This document does not address the conversion of reports from a prior SAS IT Resource Management release to SAS IT Resource Management 3.21. For more information, see the SAS IT Resource Management 3.21: Reporting Guide. That document contains an appendix called the “Report Conversion Guide. It provides a description of the steps that are performed in order to re-create reports that were generated by using SAS IT Resource Management 2.6 or 2.7 report macros. In addition, see the topic "Migrating SAS Enterprise Guide Projects to Work with SAS IT Resource Management 3.2 and Later" in Chapter 2, "Preparing to Work with the SAS IT Resource Management Client," of the SAS IT Resource Management 3.21: Administrator's Guide.

Option 1: Install SAS IT Resource Management 3.21; Do Not Migrate or Upgrade Data and Metadata from Your Previous Installation

SAS IT Resource Management 3.2 provides data models and supplied reports for the adapters that are supported by this release. (SAS IT Resource Management 3.21 also uses these data models.) 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 3.21 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 3.21 software and establish new IT data marts. Most likely, your site will maintain the earlier version of SAS IT Resource Management for a period of time as a complement to, or running in parallel with, SAS IT Resource Management 3.21. This activity should continue until your operational needs indicate that the legacy system can be retired and the data archived.

Note: Processing resources needed to run both the old (SAS IT Resource Management 2.6, 2.7, 3.1.1, or 3.2) and new (SAS IT Resource Management 3.21) systems in parallel is a key consideration for this option.

Option 2: Install SAS IT Resource Management 3.21; Migrate All Metadata (and, Optionally, Data) from a Previous Installation of SAS IT Resource Management 3.1.1 or 3.2 Using the SAS Migration Utility

If you want to migrate all SAS 9.1.3 or 9.2 system content and configuration to SAS IT Resource Management 3.21 on a SAS 9.3 system, migrate your data and metadata using the SAS Migration Utility. 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 or 3.2 system. It is also the best choice if you have a significant investment in SAS 9.1.3 or 9.2 system metadata other than that for SAS IT Resource Management.

If the total size of all metadata for the SAS 9.1.3 or 9.2 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 Option 3.

Note: This 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 Option 1. (Option 1 does not recommend migration. Instead, it recommends that you install SAS IT Resource Management 3.21 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 3.21. If you migrated the data from a version earlier than SAS IT Resource Management 3.2, you can choose whether to update that data to the SAS IT Resource Management 3.2 data model. For more information, see Option 5: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.

Option 3: Install SAS IT Resource Management 3.21; Migrate Selected Data and Metadata from Your Previous Installation of SAS IT Resource Management 3.1.1 or 3.2

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 3.21 environment, install and configure IT Resource Management 3.21 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. At any time 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 3.21.

Note: For information, see Migrating a Single IT Data Mart from SAS IT Resource Management 3.1.1 to 3.21.

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 3.21 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 deploy it to SAS IT Resource Management 3.21, the metadata and, optionally, the data, are available in SAS IT Resource Management 3.21. If you migrated the data, you can choose whether to update that data to the SAS IT Resource Management 3.2 data model. (SAS IT Resource Management 3.2 and 3.21 use the same data models. Therefore, if you migrate from SAS IT Resource Management 3.2 to 3.21, you do not need to update your data model.) For more information, see Option 5: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.

Using this option will not migrate any metadata outside of the context of SAS IT Resource Management. If you have a significant investment in SAS 9.1.3 or 9.2 system metadata other than metadata that is used for SAS IT Resource Management, you might want to select Option 2.

Option 4: Migrate Specific Performance Databases from SAS IT Resource Management 2.6 or 2.7

After the installation and configuration of SAS IT Resource Management 3.21 (by using Options 1, 2, or 3), you might want to use one or more specific PDBs from a previous installation of SAS IT Resource Management 2.6 or 2.7. To convert a PDB to an IT data mart, follow the instructions in Chapter 4, “Migrating SAS ITRM 2.6 or 2.7 Performance Databases to SAS ITRM 3.21 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 3.21. 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 Option 5: Upgrade Specific IT Data Marts to the SAS IT Resource Management 3.2 Data Model.

Option 5: 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 and 3.21. These reports are built using the SAS IT Resource Management 3.2 (and 3.21) data model. If you want to use the new supplied reports with data and metadata from your previous installation of SAS IT Resource Management (that is, the 3.1.1 version), 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 Options 2, 3, or 4. (If you choose Option 1, then the SAS IT Resource Management 3.2 data model will already be available and so the upgrade is not necessary.)

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 3.21 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.

If your site chooses to maintain your former SAS IT Resource Management system or to run that system in parallel with the new SAS IT Resource Management 3.21 system, then those processing resources must be considered.

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 3.21. 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 3.21

Note: You might be migrating the IT data mart to a machine that is running a different version of SAS IT Resource Management from the machine where the source data mart resides. Similarly, you might be importing the IT data mart to a different machine from the machine where the source IT data mart resides. In either case, any deployed jobs within the imported data mart on the target system should be deleted and then deployed again. They should not be redeployed.