Preparing to Work with SAS Enterprise Guide

About Preparing to Work with SAS Enterprise Guide

Before you begin working with the supplied SAS Enterprise Guide projects, you must use the functions of SAS Enterprise Guide in order to perform the following tasks:

Set up SAS Enterprise Guide so that it can work with SAS IT Resource Management data.
Migrate SAS Enterprise Guide projects so that they can work with your SAS IT Resource Management 3.2 IT data marts, in which you created the report data

Note: Supplied SAS Enterprise Guide projects include pointers to information maps. These information maps are created when you run the corresponding information map jobs that the Adapter Setup wizard creates. Before you begin working with a supplied SAS Enterprise Guide project, you should run the Adapter Setup wizard for the corresponding adapter and domain category. You must then run the jobs, including the information map job, to create the information map that the supplied project uses.

Setting Up SAS Enterprise Guide for SAS IT Resource Management Data

In order to work with the data from SAS IT Resource Management, SAS Enterprise Guide needs to access the SAS Metadata Repository. To access a SAS Metadata Repository for use by SAS Enterprise Guide, perform the following steps:

Invoke SAS Enterprise Guide. To do so, from the Start menu, select ProgramsSASEnterprise Guide.
From the menu bar, select ToolsOptions. The Options dialog box appears. From the list in the left pane, select Administration.

Administration Window of the Options Dialog Box
If you want to create a profile or change your profile, click Modify, which opens the Connections window. Select the profile that you want to change and click Modify.
The Modify Profile window appears and enables you to create or revise the profile. Enter or revise the following information.
1. The name of the profile is required. The description is optional.
2. Specify whether the machine is remote or local by clicking the appropriate button.
3. Enter the machine and port number of the server that you want to connect to.
4. Enter the user ID and password for the person who can access this server.
5. Click Save to save all specified values and close the window, or Cancel to discard all values and close the window.
To connect to the server, select the appropriate profile and click Set active. The active server is the source for all resource definitions (such as servers and libraries).

If the Credentials Required dialog box appears, enter your user ID and password and click OK.

The selected repository is identified by the active repository icon: .
Click Close to return to the Administration window.
Click OK to return to the main SAS Enterprise Guide workspace.

For information, see Administering SAS Enterprise Guide. To locate this documentation, navigate to http://support.sas.com/documentation/onlinedoc/index.html. From the list of products, select the SAS Enterprise Guide.

Migrating SAS Enterprise Guide Projects to Work with SAS IT Resource Management 3.2

About the Migration Wizard

The Migration Wizard for SAS Enterprise Guide and the SAS Add-in for Microsoft Office is a migration utility. It enables you to upgrade two types of reporting projects so that they work with the latest versions of SAS Enterprise Guide and SAS IT Resource Management.

The migration wizard converts projects that were created with SAS Enterprise Guide 4.1 to projects that can work in SAS Enterprise Guide 4.3.

Note: SAS IT Resource Management 3.1.1 information maps and report data were input to SAS Enterprise Guide 4.1 report projects. SAS IT Resource Management 3.2 information maps and report data are input to SAS Enterprise Guide 4.3 report projects.
The migration wizard migrates SAS Enterprise Guide projects that are supplied by SAS IT Resource Management 3.2 so that they can run in a customer's environment.

SAS Enterprise Guide projects that are supplied by SAS IT Resource Management use information maps to access the data in your IT data marts. SAS Enterprise Guide stores the path of the information maps in the report projects. Therefore, you must change the map paths of the supplied information maps to point to the information maps that you created with the Adapter Setup wizard. The easiest way to change the map paths is to use the Migration Wizard for SAS Enterprise Guide and the SAS Add-in for Microsoft Office.

Prerequisites to Running the Migration Wizard

Before you run the migration wizard, you must run the staging, aggregation, and information map jobs that create the information maps for the adapter and domain category that you want to work with.

You also need to locate the supplied SAS Enterprise Guide projects. When installed, these projects can be found in the <SAS install location>\SAS\ITRMEG\3.2 folder (such as c:\Program Files\SAS\ITRMEG\3.2 for Windows). Make sure the projects are not read-only projects. To do this, right-click each project and select Properties. On the General tab, make sure that the Attributes box is not checked. Then click OK.

Tip

Make a copy of the SAS Enterprise Guide projects and migrate only the copied projects. The original projects should be kept unchanged as a backup.

Running the Migration Wizard

To run the migration wizard, navigate to the location where you installed SAS Enterprise Guide. Then select \4.3\MigrationWizard.exe. Click Enter to invoke the migration wizard. The first page of the migration wizard opens. This page contains information about why you should use this wizard and what you should do before you run the wizard.

Page 1 of the SAS Enterprise Guide Migration Wizard

On page 2 of the wizard, verify the connection profile of the application server where your information maps are located. You can click Modify to change your connection profile.

On page 3 of the wizard, select the files that you want to migrate. To do so, perform the following steps:

To facilitate the selection of files, from the drop-down list in the Show field, select SAS Enterprise Guide Projects (*.egp). This action causes only SAS Enterprise Guide projects to be displayed in the Available files column.
In the Available files column, navigate to the location of the SAS Enterprise Guide projects that you want to migrate.
Check the boxes next to the projects to be migrated.
Click the right arrow to move the projects to the Selected files column.

On page 4 of the wizard, information is displayed that explains the next steps of the migration process. Click Next to run the process that parses the files. The progress of the wizard is displayed as it locates all the references to the projects that you selected.

Parsing Files Information Box

Click Done when the progress indicator shows that this task is complete.

On page 5 of the wizard, you must enter the new mapping information for the selected projects. To do so, perform the following steps:

Use the Show field to shorten the number of entries on this page. From the drop-down list, select Global references only. (This setting removes the information maps from this page, which significantly simplifies the contents of this page.)

Selecting Only Global References
Expand the page to the full width of your screen. This action enables you to have space to see the complete path information for the current and new mappings.
If necessary, resize the Current Mapping column width so that you can see the complete path. This path is the path that was used in the SAS Enterprise Guide project when it was last saved. It identifies the adapter and domain category for which the project was developed. As shown in the following display, a typical path is quite long (for example, /Shared Data/SAS IT Resource Management/IT Data Marts/VMwareForReporting2/VMware vCenter 1/Domain Categories/Guest System/).

Expanded Current Mapping Column
If you want to globally change all references to the server, click the ellipsis button (...) in the New Mapping column. The Change Resource dialog box appears. Use the Browse button to display the list of servers from which you can select the Server name that you want to use in your paths. If you want to apply this change to all the object references that contain this value, check the corresponding box.
You must enter the mapping information for your new IT data mart in the New Mapping column for each of the project folders that are shown on this page. To do so, perform the following steps:
1. Select the folder and click the ellipsis button (...) in the New Mapping column. The Change Resource dialog box appears.
2. Use the Browse button to display the list of folders to which the projects can be migrated. Expand the SAS Folders tree until you locate the IT data mart from which you ran the Adapter Setup wizard for these projects.
  
  Locating the IT Data Mart
3. Continue expanding the folders within the IT data mart until you find the location of the adapter and the domain category that corresponds to the path in the Current Mapping field. In the Select a Location dialog box, the Selected location field displays the complete path for the new location.
4. Make sure that the box is checked that specifies to apply this change to all object references that contain this value.
When you have entered the new mapping information for all the SAS Enterprise Guide project folders, click Next.
On the Begin the migration process page, you can also enter the path to your Migration Record File. You can also change the path to the Log File, specify whether to create automatic backups of the original files, and specify whether to verify the existence of all resources that were changed.

Tip
For best results, specify that the original files should be backed up automatically.
Click Finish to perform the migration. The Migrating files window displays the progress of your migration. When the migration is complete, the status of the processing is displayed. If a processing error occurred, you can view the log file. Otherwise, click Done to exit from the migration wizard. The jobs that contain the projects that were successfully migrated can be opened in the IT data mart and run.