SAS Add-In 4.3 for Microsoft Office

New Features in the SAS Add-In 4.3 for Microsoft Office

Here are some of the new features in the SAS Add-In 4.3 for Microsoft Office:
  • integration with Microsoft Outlook
  • a more robust automation interface
  • a new OLAP Viewer for working with OLAP cubes in Microsoft Excel
  • the ability to replicate SAS content
  • the ability to edit data sets that are saved on a SAS server. You can open these data sets in Microsoft Excel. While you have a data set in Edit mode, the data set is locked and cannot be opened by other users at your site. When you commit your changes to the SAS server, your changes are applied to the existing data set, so your changes can be accessed by others at your site.
  • several new and enhanced tasks that you can use to analyze your data.
For more information about the new features and enhancements, see the “What’s New in the SAS Add-In 4.3 for Microsoft Office” topic at http://support.sas.com/documentation/onlinedoc/addin/.

About Running on SAS 9.3

The SAS Add-In 4.3 for Microsoft Office and the SAS Add-In 4.305 for Microsoft Office run on SAS 9.2. If you install the SAS Add-In for Microsoft Office 4.3 or 4.305 from a SAS 9.2 depot, then to run these releases on a SAS 9.3 server you must apply hot fix 10 or later. However, if you install the SAS Add-In 4.305 for Microsoft Office from a SAS 9.3 depot, then hot fix 10 is included. The functionality is identical in both releases.
  • If you install SAS 9.3 on the client tier, any existing installation of the SAS Add-In 4.3 for Microsoft Office is moved to the SAS 9.3 home directory. By default, this directory is C:\Program Files\SASHome.
  • You are not required to install SAS 9.3 Foundation on your client tier. Any existing installation of the SAS Add-In for Microsoft Office can connect to a SAS 9.3 Foundation environment.
  • The 4.305 release that ships with SAS 9.3 includes any hot fixes that have been released since the SAS Add-In for Microsoft Office first shipped in August 2010 and the initial release of SAS 9.3.
    If you do not install SAS 9.3 on your client machine (and therefore you are still running the 4.3 release that was delivered with SAS 9.2), you must download and apply hot fix C46010 (or later) to your 4.3 installation. For more information, see http://ftp.sas.com/techsup/download/hotfix/hotfix.html.

Upgrading from the SAS Add-In 2.1 for Microsoft Office or an Earlier Release

The following considerations apply to the SAS Add-In 4.3 for Microsoft Office customers who are upgrading from the SAS Add-In 2.1 for Microsoft Office.
  • Because the SAS Add-In for Microsoft Office is used by a variety of people and group within an organization, your administrator might choose to restrict the menu items and functionality that users can access. By default, the SAS add-in ships with several default roles. These roles manage the availability of application features, called capabilities.
    By using SAS Management Console, your administrator for the SAS Add-In for Microsoft Office can modify these roles and specify the capabilities that are available to users at your site.
  • If you have a Microsoft Office document that contains SAS content that was generated using the 2.1 release of the SAS add-in, then you can open this document by using the SAS Add-In 4.3 for Microsoft Office.
    If you need to migrate multiple files or you need to remap references to metadata objects (such as servers, libraries, information maps, and stored processes), then you can use the Migration Wizard. To run this wizard, double-click MigrationWizard.exe in the directory where the SAS Add-In for Microsoft Office was installed. By default, this directory is C:\Program Files\SAS\Add-InForMicrosoftOffice\4.3.
  • In the SAS Add-In 4.3 for Microsoft Office, you can open reports that were generated by SAS Web Report Studio. You must have SAS Web Report Studio 4.3 or later installed to open prompted reports in the SAS Add-In 4.3 for Microsoft Office. For more information, see http://support.sas.com/kb/40/386.html.
  • When you refresh an item in the document, the SAS content from the 2.1 release is automatically converted to the 4.3 format. After the content is refreshed using the SAS Add-In 4.3 for Microsoft Office, you cannot refresh the content by using the 2.1 release of the SAS add-in.
  • Content that was generated in the 2.1 release must be refreshed before you can use the new restore content functionality in the 4.3 release.
  • In general, it is recommended that you refresh content from a previous release when you migrate it to the SAS Add-In 4.3 for Microsoft Office. When you initially refresh content from a previous release of the SAS add-in in the SAS Add-In 4.305 for Microsoft Office, you might notice that the style for the output has changed. The location of the styles differs between releases of the SAS add-in, so when you initially refresh content, the SAS add-in cannot find the style that you applied to the output. When you refresh the content again in the SAS Add-In 4.3 for Microsoft Office, the SAS add-in uses the style that you previously selected.
    To work around this problem:
    1. Before refreshing content that you have migrated from a previous release of the SAS add-in, select the content in Microsoft Excel, Microsoft Word, or Microsoft PowerPoint and click Properties.
    2. In the Properties dialog box, select the style that you want to use, and then refresh the content in 4.3.

Upgrading from the SAS Add-In 4.2 for Microsoft Office

Before upgrading to the SAS Add-In 4.3 for Microsoft Office, review the following differences between the 4.2 release and the 4.3 release:
  • Because of the similar file formats in the 4.3 release and the 4.2 release, you can open a file that was created in the 4.2 release in the SAS Add-In 4.3 for Microsoft Office, and then open the file again in the SAS Add-In 4.2 for Microsoft Office. However, if you open the 4.2 document in the SAS Add-In 4.3 for Microsoft Office and add new content, it is not recommended that you reopen this document in the SAS Add-In 4.2 for Microsoft Office.
    If you need to migrate multiple files or you need to remap references to metadata objects (such as servers, libraries, information maps, and stored processes), then you can use the Migration Wizard. To run this wizard, double-click MigrationWizard.exe in the directory where the SAS Add-In for Microsoft Office was installed.
  • In the SAS Add-In 4.3 for Microsoft Office, you can open reports that were generated by SAS Web Report Studio. You must be running SAS Web Report Studio 4.3 to open prompted reports in the SAS Add-In 4.3 for Microsoft Office. For more information, see http://support.sas.com/kb/40/386.html.
  • If you open content from the 4.2 release and the Show Preview Changes dialog box check box is selected on the Results tab in the SAS Options dialog box, then you can select what content to include in the results and what content to hide. However, because this is migrated content, the SAS add-in might not be able to find the original results to know which content to hide. If the SAS add-in cannot find the original results, then all of the results are displayed.
  • In general, it is recommended that you refresh content from a previous release when you migrate it to the SAS Add-In 4.3 for Microsoft Office. When you initially refresh content from a previous release of the SAS add-in in the SAS Add-In 4.3 for Microsoft Office, you might notice that the style for the output has changed. The location of the styles differs between releases of the SAS add-in, so when you initially refresh content, the SAS add-in cannot find the style that you applied to the output. When you refresh the content again in the SAS Add-In 4.3 for Microsoft Office, the SAS add-in uses the style that you previously selected.
    To work around this problem:
    1. Before refreshing content that you have migrated from a previous release of the SAS add-in, select the content in Microsoft Excel, Microsoft Word, or Microsoft PowerPoint and click Properties.
    2. In the Properties dialog box, select the style that you want to use, and then refresh the content in 4.3.