Identify Input and Output Directories to SAS Profitability Management

This process must be performed for both the input and output directories.

1. Log on to the SAS Management Console.
2. Click Folders.
3. Right-click SAS Folders, and select New Folder.
   
   The folder you are creating contains metadata concerning the input (or output) library.
   



The New Folder Wizard opens.

4. Name the folder and click Finish.

You can name your folders as you like and locate them as you like. The following picture is only a suggestion.

Note: It is not recommended, however, to place your folders under the already-existing Products folder or the already-existing System folder.



In the preceding picture, you can see the following folders:

PM Data	Metadata for Profitability Management libraries on this Metadata Server
Baby Bank	Metadata for this model's libraries
Analysis	Metadata for the library containing the analysis view. This folder is optional.
Input	Metadata for the library containing the model's input files.
Output	Metadata for the library containing the model's output files—the calculated transactions.

The important point is that it is desirable to have a separate metadata folder for each model, and to have separate metadata folders at least for input and output (a separate Analysis folder is optional).

5. Click Plug-ins.
6. Select the Foundation repository.
7. Expand Data Library Manager .
8. Right-click Libraries.
9. Click New Library.
   
   

10. Select the type of library to be created (for example, SAS Base Library).
    
    For input libraries, Profitability management supports any library type for which you can create a libref.
    
    For output libraries, Profitability Management supports the following library types:
    • SAS BASE Library
    • SAS/SHARE Remote Engine Library
    • Microsoft SQL Server Library for UNIX Hosts
    • OLE DB Library (choose this for SQL Server for Windows)
    • Oracle Library
    
    Note: For libraries using a non-SAS database, you must also set extended attributes.


11. click Next.

12. Type the library name.
    

    This is the text that appears in the navigation and display areas of SAS Management Console, but is not the LIBREF for the library. The name can contain up to 60 characters. It must be unique within the folder specified in the Location field. It must also be unique on all servers where the library is assigned.

13. Specify the location of the library's metadata folder by clicking Browse and browsing to the folder that you just created.
    

    It is strongly recommended that you choose a unique folder for each library. If two libraries share the same metadata folder and both libraries contain same-named items, then the metadata folder will contain incorrect information about one of those items.

    Note: You can also click the New folder button  to create a new folder.

    
    
14. click Next.

15. Select SASApp as the SAS server that can access the library.
    
    Note: Although the window says that this step is optional, it is required for Profitability Management. And, it is required that you choose SASApp as the (workspace) server.
    
    
16. click Next.

17. Specify a libref.
    
    The libref name must be eight characters or less. The first character must be a letter or an underscore (_), and all other characters can be either letters or numbers. The libref name cannot contain spaces.
    
    The libref is used to reference a library without having to refer to its actual physical location.
18. Select the path of the library on the server. This is the actual physical location of the library.
    
    Note: If the path is not available in the Available Items list, then click New and navigate to the location.
    
    
    
    

    Note: If the path is on another server as shown, you can simply type the path in the New Path Specification window.

    
19. click Next.

20. Review the options that you have selected, and click Finish.
    
    
    
    The library is added.

21. Select View  Refresh to see the library listed in alphabetical order.

22. Grant permissions to both the libraries and their associated metadata folders to the group, Profitability Management Users:

1. Right-click each of the libraries and folders in turn and select Properties.

2. Click the Authorization tab..

3. Grant all but Administer permission to the group, Profitability Management Users, as shown in the following picture.

See also:

Register Tables for the Input Directory