How to Install and Configure a New Product Release

When upgrading a SAS product in a multiple machine deployment, you must upgrade SAS in a specific order. For more information, see “Installation Order Rules for Multiple Machine Deployments” in the SAS Intelligence Platform: Installation and Configuration Guide.

To upgrade to a new product release:

Verify that all machines where you are installing the maintenance release have SAS 9.2 software installed.

Note: When installing a maintenance release, you must use the same operating system accounts that you used to install SAS 9.2.
Create backups of your SAS 9.2 installation and configuration directories by using your site-approved method.
- Your SAS installation directories are all the child directories in the SAS-installation-directory (also referred to as SAS Home). You specified this path during the initial SAS 9.2 deployment in the Specify SAS Home step in the SAS Deployment Wizard.
- Your SAS configuration directories are all the child directories in the SAS-configuration-directory. You specified this path during the initial SAS 9.2 deployment in the Specify Configuration Information step in the SAS Deployment Wizard.
If you have not already done so, back up your metadata repository and repository manager on the SAS Metadata Server machine.

For more information, see “Best Practices for Backing Up and Restoring Your System” in the SAS Intelligence Platform: System Administration Guide.
If your deployment includes a Web application server, undeploy all of your SAS Web applications. For more information, see Undeploying SAS Web Applications and Stopping the Web Application Servers.
If you have not already done so, terminate all active SAS sessions, daemons, spawners, and servers. It is important to stop the SAS servers in the inverse order that they were started. For more information, see “Overview of Server Operation” in the SAS Intelligence Platform: System Administration Guide.

For each machine in your deployment, start the SAS Deployment Wizard from the highest-level directory in your SAS Software Depot.

How to Start the SAS Deployment Wizard

Operating System	How to Start the SAS Deployment Wizard
Windows	Double-click `setup.exe` in the highest-level directory of your SAS Software Depot.
UNIX	Execute `setup.sh` from the highest-level directory of your SAS Software Depot.
OpenVMS on HP Integrity	Type the following command: `run setup_vms.exe`.

If any product updates are required, then the SAS Deployment Wizard goes into update mode. In the Select Deployment Step, select Install SAS Software to install those product updates on that machine.

Updates that are installed in a maintenance release apply only to software that is already installed at your site. No new software is installed during a maintenance installation. If your software order includes new products for your site, see Adding a New Product after Applying a Maintenance Release.

Note: If a machine does not require any product updates, then the SAS Deployment Wizard will not go into update mode, and the installation of the maintenance release on that machine is complete. Click Cancel to exit the SAS Deployment Wizard.
After the deployment is complete, click Next in the SAS Deployment Wizard.
In the Select Configuration Directory/Level step of the SAS Deployment Wizard, select the configuration directories that you want to update, and then click Start.

The SAS Deployment Manager opens to guide you through the configuration steps.

Note: If you click Cancel, you will have installed but not configured your software updates. You must configure the updated SAS products before you can run these products. To complete these configuration steps at a later time, see “Configure Updated or Upgraded SAS Products” in the SAS Intelligence Platform: Installation and Configuration Guide.
In the Specify Connection Information panel of the SAS Deployment Manager, enter the user ID and password of an unrestricted administrative user.
Note: Before performing any configuration updates, the SAS Deployment Manager starts the SAS Metadata Server in Windows environments. If this server is not running, then the following message appears in the SAS Deployment Manager:
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A SAS Metadata Server is not currently running on the Port.
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To continue the configuration steps, restart the SAS Metadata Server manually. If you are running in a UNIX environment, you must manually restart the SAS Metadata Server. At a UNIX prompt, navigate to the directory where the SAS Metadata Server is configured. Type ./MetadataServer.sh start.
Use the SAS Deployment Manager to configure your environment. The panels that appear depend on your deployment. You must complete each panel. When prompted for passwords for database IDs, you must use the same passwords that you used to install SAS 9.2.

During the configuration process, SAS automatically starts your SAS servers, configures your Web application servers, and rebuilds and redeploys your SAS Web applications.

Note: Any time you configure your deployment, you must also configure your Web application server, even if your configuration does not involve the SAS middle tier. If you manually configured your Web application server in your initial deployment, then configure your Web application server again manually. Complete the steps in the UpdateInstructions.html file to correctly apply the third maintenance release and to redeploy the SAS Web applications. If the SAS Deployment Wizard automatically configured your Web application server, then choose the automatic configuration option.

When the configuration is complete, the Deployment Summary opens. You need this file in step 12. For more information, see About the Deployment Summary.
Complete any necessary configuration steps for your Web application server. For more information, see Additional Configuration Steps for Your Web Application Servers.
Review the list of products in the Update Summary section of the Deployment Summary. For each product that was updated, determine whether there are any additional configuration steps that you need to complete. Review the “Product-Specific Details and Post-Configuration Requirements” chapter in Parts 2, 3, and 4 to determine the post-configuration steps for your site.
- For post-configuration steps for applying the third maintenance release for SAS 9.2, see Product-Specific Details and Post-Configuration Requirements in Part 2.
- For post-configuration steps for applying a product-specific maintenance release, see Product-Specific Details and Post-Configuration Requirements in Part 3.
- For post-configuration steps for upgrading to a new product release, see Product-Specific Details and Post-Configuration Requirements in Part 4.
To validate the changes to your Web application servers and SAS Web applications, review the validation sections in your Instructions.html files. For more information, see About the Instructions.html and UpdateInstructions.html Files.