SAS Data Surveyor for Clickstream Data

Product Release Number

After you apply the third maintenance release, the Deployment Summary lists the product release number for SAS Data Surveyor for Clickstream Data as 2.1_M3. For more information, see About the Deployment Summary.

Preparing for a Maintenance Release

After applying the maintenance release, you must configure the middle tier and plug-ins for SAS Data Surveyor for Clickstream Data. Review the requirements for each configuration before applying the maintenance release.
  • When configuring the middle tier, you copy any existing files to a backup directory and a maintenance directory. Before applying the maintenance release, consider how much disk space you need for these additional directories.
  • Configuring the SAS Data Surveyor for Clickstream Data plug-in results in the contents of the /Product/SAS Data Surveyor for Clickstream Data folder being removed from the metadata data and replaced with new versions of the templates. As a result, any customizations that you made to objects are lost.
    If you changed any object in the /Product/SAS Data Surveyor for Clickstream Data folder in a previous release, copy those objects to a backup location before applying the maintenance release.

Post-Configuration Steps for SAS Data Surveyor for Clickstream Data

When Post-Configuration Steps Are Required

Use the following table to determine what (if any) post-configuration steps you need to complete. To determine the product release number for SAS Data Surveyor for Clickstream Data, see the deployment registry report that you generated before you applied the third maintenance release. For more information, see About the Deployment Summary.
When Post-Configuration Steps Are Required
Update Scenario
Are Post-Configuration Steps Required?
You are installing SAS Data Surveyor for Clickstream Data for the first time.
No
You are applying the third maintenance release, and the product release number for SAS Data Surveyor for Clickstream Data is 2.1_M1.
No
The 2.1_M1 product release number indicates that you previously applied the maintenance release for SAS Data Surveyor for Clickstream Data that was available in November 2009. When you applied this product-specific maintenance release, you completed the required post-configuration steps. Therefore, you do not need to complete these steps again.
You are applying the third maintenance release to an existing SAS 9.2 deployment, and the product release number for SAS Data Surveyor for Clickstream Data is 2.1.
Yes
The 2.1 product number indicates that you have not applied the maintenance release for SAS Data Surveyor for Clickstream Data that was available in November 2009. When you apply the third maintenance release, you will also receive the changes that were part of this product-specific maintenance release.
For these post-configuration steps, see Configuring the Middle Tier of SAS Data Surveyor for Clickstream Data and Configuring the SAS Data Surveyor for Clickstream Data Plug-ins.

Configuring the Middle Tier of SAS Data Surveyor for Clickstream Data

Overview of the Configuration Process

After installing the maintenance release, you must manually configure your existing clickstream collection servers in order to apply the maintenance updates.
To manually configure your servers:
  1. Back up and copy your existing files.
  2. Copy updates.
  3. Edit the robots.txt file.
  4. Edit the SASSiteConfig.js files.
  5. Apply the update.
  6. Verify that the server is working.
Note: You should complete these steps in compliance with your organization's standards. In a production environment, it is recommended that you first apply these changes to a test environment. After you have validated the updates in the test environment, copy the updates to the production environment.

Step 1: Back Up and Copy Your Existing Files

  1. Create two directories for your existing files:
    • a backup directory, which contains copies of your files from the previous release
    • a maintenance directory, which contains the file updates from the maintenance release
  2. Copy the following items from the document root directory of your existing clickstream collection server to the backup directory and the maintenance directory:
    • the robots.txt file
    • the sastag folder

Step 2: Copy the Updates from the Maintenance Release

The files in the SAS-installation-directory\SASDataSurveyorforClickstreamDataMidTier\2.1\content\css directory contain the updates from the maintenance release. You must replace the files in your maintenance directory with these updated files.
Copy the following files from the SAS-installation-directory\SASDataSurveyorforClickstreamDataMidTier\2.1\content\css directory to your maintenance directory:
  • /sastag/SASTag.js
  • /sastag/SASTagDebug.js
  • /sastag/SASTagRead.js
  • /sastag/SASSiteConfig.js.orig
  • /robots.txt.orig
Note: When you copy the /sastag/SASSiteConfig.js.orig and /robots.txt.orig files to the maintenance directory, rename these files /sastag/SASSiteConfig.js and /robots.txt, respectively.

Step 3: Edit the robots.txt File

In a previous release, you might have specified customizations in the robot.txt file. These customizations are available from the robot.txt in your backup directory. To restore these customizations, modify robots.txt in your maintenance directory.

Step 4: Edit the SASSiteConfig.js Files

In a previous release, you might have specified customizations in the SASSiteConfig.js files. These customized files are usually named SASSiteConfig_name.js. To determine whether you customized these files in a previous release, review the files in the backup directory.
To restore any customizations:
  1. Copy any /sastag/SASSiteConfig.js files in your maintenance directory. Rename the copied files SASSiteConfig_name.js. For example, you might copy /sastag/SASSiteConfig.js to /sastag/SASSiteConfig_MYSITE.js.
  2. Modify the SASSiteConfig_name.js file to restore any customizations that you made in the previous release.

Step 5: Apply the Updates to Your Root Directory

Copy the files from your maintenance directory to the document root of the collection server.

Step 6: Verify the Installation

To verify that data is being collected, view the logs from the clickstream collection server.

Configuring the SAS Data Surveyor for Clickstream Data Plug-ins

Overview of the Configuration Process

After installing the maintenance release, you must configure SAS Data Surveyor for Clickstream Data. There are three main steps for configuring SAS Data Surveyor for Clickstream Data:
  1. Unconfigure the previous release.
  2. Configure SAS Data Surveyor for Clickstream Data to apply the maintenance updates.
  3. Verify that the maintenance release was applied successfully.

Step 1: Unconfigure the Previous Release

To remove any configuration from the previous installation of SAS Data Surveyor for Clickstream Data:
  1. Run SAS-installation-directory\SASDeploymentManager\9.2\config.exe. In Windows operating environments, this path is typically C:\Program Files\SAS\SASDeploymentManager\9.2\config.exe.
    After you select the language that you want to use, the SAS Deployment Manager opens.
  2. In the Select Configuration Task step, select Remove Existing Configuration, and then click Next.
  3. In the Select Configuration Directory/Level step, select the configuration directory and the level that was used in the previous configuration, and then click Next.
  4. In the Specify Connection Information step, specify the user ID and password for the metadata server, and then click Next.
  5. In the Select Product Configurations to Remove step, select DataSurvey Clickstrm Plugs 2.1 from the list of products to remove, and then click Next.
  6. In the Summary step, verify that SAS Data Surveyor for Clickstream Data Plug-ins appears under Stage 1: Unconfigure Products, and then click Start.
    Check marks indicate that each step in the unconfiguration process was successful. If any warnings or errors were generated during the unconfiguration, then review the log that is located in <configuration directory>/<level>/Logs/Configure/datasvyweblog_unconfigure_yyyy_mm_dd_hh.mm.ss.log, where yyyy_mm_dd_hh.mm.ss is the date and time stamp for the log. Click Next.
  7. In the Additional Resources step, click Review Manual Configuration Instructions. Because no manual steps are required for SAS Data Surveyor for Clickstream Data, you should see this text: 
    The metadata for the SAS Data Surveyor for Clickstream Data has been removed.

Step 2: Configure to Apply the Maintenance Updates

To configure SAS Data Surveyor for Clickstream Data after applying the maintenance release:
  1. From the SAS Software Depot where you installed the maintenance release, run setup.exe. The SAS Deployment Wizard opens.
    Note: You might have more than one order number in your software depot. To specify an order number, run setup.exe -order nnnn where nnnn is the order number.
  2. In the Select Deployment Task step, select Install SAS Software, and then click Next.
    Note: If the Review Required Updates step appears, then the SAS Deployment Wizard has detected a maintenance release in your SAS Software Depot that has not been applied. If you do not want to install this maintenance update, you must close the SAS Deployment Wizard and restart it by using the -nosasupdate option. For example, type setup.exe -order nnnn -nosasupdate where nnnn is the order number.
  3. In the Select Deployment Type step, select Perform a Planned Deployment. Verify that the Install SAS Software option is deselected and that the Configure SAS Software option is selected. Click Next.
  4. In the Specify Deployment Plan step, select the deployment plan that was used to install the maintenance release. Click Next.
  5. In the Select Configuration Prompting Level step, select Typical, and then click Next.
  6. In the Specify Configuration Information step, verify the configuration directory and level, and then click Next.
    If a message appears stating that the configuration directory and level already exist, click Yes to continue with the configuration.
  7. Complete the remaining steps in the SAS Deployment Wizard. When you are prompted to select the context for the SAS Application Server, select the correct context for your site.
    Note: By default, the SASMeta context is selected. However, for most sites, the SASMeta context is not the correct value. You need to specify the context for the SAS Application Server at your site.
  8. In the Deployment Summary step, click Start.
    Check marks indicate that each step in the configuration process was successful. If any warnings or errors were generated during the configuration, then review the log that is located in <configuration directory>/<level>/Logs/Configure/datasvyweblog_unconfigure_yyyy_mm_dd_hh.mm.ss.log, where yyyy_mm_dd_hh.mm.ss is the date and time stamp for the log. Click Next.
  9. In the Additional Resources step, click Review Manual Configuration Instructions. Although no manual steps are required for SAS Data Surveyor for Clickstream Data, review this information carefully.
    Click Finish.

Step 3: Verify Your Installation

To verify that the maintenance release was applied successfully, review the contents of the /Products folder by using the Folders tab in SAS Data Integration Studio or SAS Management Console. If you see /Products/SAS Data Surveyor for Clickstream Data/2.1/Clickstream Templates/Multiple Log Templates/Customer Integration Template, then you correctly configured SAS Data Surveyor for Clickstream Data after applying the maintenance release.
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