Updating Relationships

Overview

If your site has licensed DataFlux Web Studio and DataFlux Business Data Network, then you can use the following features in SAS Visual Process Orchestration:
  • You can right-click one or more orchestration jobs in the list view of the SAS Folders tree, and then select Update Relationships. If you provide the appropriate credentials, lineage metadata about the selected jobs is exported to DataFlux Business Data Network. Users of that application can then link terms to the jobs and related objects.
  • You can click the Actions menu in the SAS Folders window, and then select Update Relationships. If you provide the appropriate credentials, lineage metadata about all jobs in the SAS Folders tree is exported to DataFlux Business Data Network.
In order for this feature to work, an administrator must perform the tasks that are described in Setup for Exporting Relationship Metadata to DataFlux Web Studio. You must know the login credentials for a DataFlux Business Data Network user.
After the metadata for jobs has been exported, DataFlux Business Data Network users can import this metadata and begin working with it. For more information about that task, see the “Importing Relationship Data and Reviewing Relationships” topic in the DataFlux Web Studio: User’s Guide.

Export Lineage Metadata for Selected Orchestration Jobs

To export lineage metadata for one or more selected orchestration jobs, perform the following steps:
  1. Click SAS Folders on the SAS Data Management Console home page.
  2. Expand the folders of the job or jobs whose metadata you want to export to DataFlux Business Data Network.
  3. Select and right-click the jobs, and then select Update Relationships. A dialog box is displayed.
  4. Specify the URL to the lineage REST service for DataFlux Web Studio Server (or accept the default URL). An example URL is as follows: http://myserver.com:21079/webstudio/lineage/
  5. Specify the user name and password for a DataFlux Business Data Network user.
  6. Click OK to export the lineage metadata for the selected jobs.
  7. A status bar appears at the bottom of the SAS Folders tab. When the export is complete, click Details to get information about the completed operation.

Export Lineage Metadata for All Orchestration Jobs in the SAS Folders Tree

To export lineage metadata for all orchestration jobs in the current SAS Folders tree, perform the following steps:
  1. Click SAS Folders on the SAS Data Management Console home page.
  2. Click the Actions menu in the SAS Folders window, and then select Update Relationships. A dialog box is displayed.
  3. Specify the URL to the lineage REST service for DataFlux Web Studio Server (or accept the default URL). An example URL is as follows: http://myserver.com:21079/webstudio/lineage/
  4. Specify the user name and password for a DataFlux Business Data Network user.
  5. Click OK to export the lineage metadata for all jobs in the SAS Folders tree.
  6. A status bar appears at the bottom of the SAS Folders tab. When the export is complete, click Details to get information about the completed operation.