How to Modify a Report in a Supplied SAS Enterprise Guide Project

The supplied SAS Enterprise Guide projects are the source of the reports that the Adapter Setup wizard creates. Each report in a supplied SAS Enterprise Guide project corresponds to a report definition that SAS IT Resource Management provides. After you have run the Adapter Setup wizard for a given adapter and run the resulting report jobs, you can review the reports that these jobs create. You can then determine whether the reports that SAS IT Resource Management provides meet the needs of your organization.
Note: If your site does not process data from any of the data sources for which SAS IT Resource Management provides an adapter, then you can use an alternate data source to process a sample set of data to run the Adapter Setup wizard and view the reports that it generates. For example, some data sources that are commonly available in IT enterprises are SAR for UNIX systems, SNMP for IP networks, or a trial license of Demand Technology Performance Sentry for Windows systems.
If you want to modify a supplied report that you view in the Gallery Manager, then you can use the report properties to identify the supplied project that is associated with it. You can then copy the corresponding SAS Enterprise Guide project and modify the copied project as needed. To do so, perform the following steps:
  1. In Gallery Manager, locate and open the report that you want to modify.
    For more information, see Working with the Gallery Manager.
  2. Select Actionthen selectReport Properties in the Gallery pane to open the Report Properties dialog box and note the following information:
    Project
    The value in this field is the name of the supplied SAS Enterprise Guide project that is associated with the report.
    ProcessFlow
    The value in this field is the page of the SAS Enterprise Guide project that is associated with the report. This page includes the ITRM Gallery task that creates the report definition for the report.
    GalleryTask
    The value in this field is the name of the report definition and the ITRM Gallery task that creates the report definition for the report.
  3. On the client workstation where SAS IT Resource Management is installed, navigate to SASITResourceManagementSASEnterpriseGuideComponents\3.3. For example, if you installed SAS IT Resource Management on a 64-bit machine, the projects might be located at C:\Program Files\SASHome\x86\SASITResourceManagementSASEnterpriseGuideComponents\3.3.
  4. Copy the supplied SAS Enterprise Guide project that you want to modify.
    CAUTION:
    Modify a copy of a supplied SAS Enterprise Guide project only. Do not modify a supplied SAS Enterprise Guide project directly.
    The supplied SAS Enterprise Guide projects include specifications and IT domain intelligence that SAS IT Resource Management provides for reporting. If you modify supplied projects and do not maintain a copy of the original supplied projects, then you will lose the specifications and benefits that these projects provide for future reference. For best results, maintain and save the original copies of all supplied projects and report definitions in the Supplied folder and save your modified copies in the User Defined folder. For more information, see Managing SAS Enterprise Guide Projects for SAS IT Resource Management.
  5. If the project includes notes, then review the Project Notes and Process Flow Notes files. You can use the information in these notes files to determine the types of reports that the project creates and understand the general conventions that are used to specify the reports.
  6. Modify the reports in the copy of the supplied project. You can use the ProcessFlow and GalleryTask properties that you identified previously to locate the specific branch of components in the project that affect the report.
    For more information, see Working with Supplied SAS Enterprise Guide Projects.
  7. Run the ITRM Gallery task to create an updated report definition.
    For more information, see Working with the ITRM Gallery Task.
  8. If your modifications included adding a new report definition or changing the name of an existing report definition, then you must also update the Gallery transformation in the corresponding report job to add the new report definition or specify the updated report definition with the new name.
    For more information, see Working with Gallery Transformations.
  9. Redeploy and run the corresponding report job.
    For more information, see Deploying and Running Report Jobs.
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