Modernizing SAS® assets within an enterprise is key to reducing costs and improving productivity. Modernization implies consolidating multiple SAS environments into a single shared enterprise SAS deployment. While the benefits of modernization are clear, the management of a single-enterprise deployment is sometimes a struggle between business units who once had autonomy and IT that is now responsible for managing this shared infrastructure. The centralized management and control of a SAS deployment is based on SAS metadata. This paper provides a practical approach to the shared management of a centralized SAS deployment using SAS® Management Console. It takes into consideration the day-to-day needs of the business and IT requirements including centralized security, monitoring, and management. This document defines what resources are contained in SAS metadata, what responsibilities should be centrally controlled, and the pros and cons of distributing the administration of metadata content across the enterprise. This document is intended as a guide for SAS administrators and assumes that you are familiar with the concepts and terminology introduced in SAS® 9.4 Intelligence Platform: Security Administration Guide.
Jim Fenton, SAS
Robert Ladd, SAS
In 2013, the University of North Carolina (UNC) at Chapel Hill initiated enterprise-wide use of SAS® solutions for reporting and data transformations. Just over one year later, the initial rollout was scheduled to go live to an audience of 5,500 users as part of an adoption of PeopleSoft ERP for Finance, Human Resources, Payroll, and Student systems. SAS® Visual Analytics was used for primary report delivery as an embedded resource within the UNC Infoporte, an existing portal. UNC made the date. With the SAS solutions, UNC delivered the data warehouse and initial reports on the same day that the ERP systems went live. After the success of the initial launch, UNC continues to develop and evolve the solution with additional technologies, data, and reports. This presentation touches on a few of the elements required for a medium to large size organization to integrate SAS solutions such as SAS Visual Analytics and SAS® Enterprise Business Intelligence within their infrastructure.
Jonathan Pletzke, UNC Chapel Hill
There is a goldmine of information that is available to you in SAS® metadata. The challenge, however, is being able to retrieve and leverage that information. While there is useful functionality available in SAS® Management Console as well as a collection of functional macros provided by SAS to help accomplish this, getting a complete metadata picture in an automated way has proven difficult. This paper discusses the methods we have used to find core information within SAS® 9.2 metadata and how we have been able to pull this information in a programmatic way. We used Base SAS®, SAS® Data Integration Studio, PC SAS®, and SAS® XML Mapper to build a solution that now provides daily metadata reporting about our SAS Data Integration Studio jobs, job flows, tables, and so on. This information can now be used for auditing purposes as well as for helping us build our full metadata inventory as we prepare to migrate to SAS® 9.4.
Rupinder Dhillon, Bell Canada
Rupinder Dhillon, Bell Canada
Darryl Prebble, Prebble Consulting Inc.
As the SAS® platform becomes increasingly metadata-driven, it becomes increasingly important to get the structures and controls surrounding the metadata repository correct. This presentation aims to point out some of the considerations and potential pitfalls of working with the metadata infrastructure. It also suggests some solutions that have been used with the aim of making this process as simple as possible.
Paul Thomas, ASUP Ltd
We regularly speak with organizations running established SAS® 9.1.3 systems that have not yet upgraded to a later version of SAS®. Often this is because their current SAS 9.1.3 environment is working fine, and no compelling event to upgrade has materialized. Now that SAS 9.1.3 has moved to a lower level of support and some very exciting technologies (Hadoop, cloud, ever-better scalability) are more accessible than ever using SAS® 9.4, the case for migrating from SAS 9.1.3 is strong. Upgrading a large SAS ecosystem with multiple environments, an active development stream, and a busy production environment can seem daunting. This paper aims to demystify the process, suggesting outline migration approaches for a variety of the most common scenarios in SAS 9.1.3 to SAS 9.4 upgrades, and a scalable template project plan that has been proven at a range of organizations.
David Stern, SAS
So you are still writing SAS® DATA steps and SAS macros and running them through a command-line scheduler. When work comes in, there is only one person who knows that code, and they are out--what to do? This paper shows how SAS applies extract, transform, load (ETL) modernization techniques with SAS® Data Integration Studio to gain resource efficiencies and to break down the ETL black box. We are going to share the fundamentals (metadata foldering and naming standards) that ensure success, along with steps to ease into the pool while iteratively gaining benefits. Benefits include self-documenting code visualization, impact analysis on jobs and tables impacted by change, and being supportable by interchangeable bench resources. We conclude with demonstrating how SAS® Visual Analytics is being used to monitor service-level agreements and provide actionable insights into job-flow performance and scheduling.
Brandon Kirk, SAS
As organizations strive to do more with fewer resources, many modernize their disparate PC operations to centralized server deployments. Administrators and users share many concerns about using SAS® on a Microsoft Windows server. This paper outlines key guidelines, plus architecture and performance considerations, that are essential to making a successful transition from PC to server. This paper outlines the five key considerations for SAS customers who will change their configuration from PC-based SAS to using SAS on a Windows server: 1) Data and directory references; 2) Interactive and surrounding applications; 3) Usability; 4) Performance; 5) SAS Metadata Server.
Kate Schwarz, SAS
Donna Bennett, SAS
Margaret Crevar, SAS
While there has been tremendous progress in technologies related to data storage, high-performance computing, and advanced analytic techniques, organizations have only recently begun to comprehend the importance of parallel strategies that help manage the cacophony of concerns around access, quality, provenance, data sharing, and use. While data governance is not new, the drumbeat around it, along with master data management and data quality, is approaching a crescendo. Intensified by the increase in consumption of information, expectations about ubiquitous access, and highly dynamic visualizations, these factors are also circumscribed by security and regulatory constraints. In this paper, we provide a summary of what data governance is and its importance. We go beyond the obvious and provide practical guidance on what it takes to build out a data governance capability appropriate to the scale, size, and purpose of the organization and its culture. Moreover, we discuss best practices in the form of requirements that highlight what we think is important to consider as you provide that tactical linkage between people, policies, and processes to the actual data lifecycle. To that end, our focus includes the organization and its culture, people, processes, policies, and technology. Further, we include discussions of organizational models as well as the role of the data steward, and provide guidance on how to formalize data governance into a sustainable set of practices within your organization.
Greg Nelson, ThotWave
Lisa Dodson, SAS
As a SAS® Intelligence Platform Administrator, have your eyes ever glazed over as you performed repetitive tasks in SAS® Management Console or some other administrative user interface? Perhaps you're setting up metadata for a new department, managing a set of backups, or promoting content between dev, test, and prod environments. Did you know there is a large library of batch utilities to help you automate many of these common administration tasks? This paper explores content reporting and management utilities, such as viewing authorizations or relationships between content, as well as administrative tasks such as analyzing, creating, or deleting metadata repositories or performing a backup of the system. The batch utilities can be incorporated into scripts so that you can run them repeatedly on either an ad hoc or scheduled basis. Give your mouse a rest and save yourself some time.
Eric Bourn, SAS
Amy Peters, SAS
Bryan Wolfe, SAS
A group tasked with testing SAS® software from the customer perspective has gathered a number of helpful hints for SAS® 9.4 that will smooth the transition to its new features and products. These hints will help with the 'huh?' moments that crop up when you are getting oriented and will provide short, straightforward answers. We also share insights about changes in your order contents. Gleaned from extensive multi-tier deployments, SAS® Customer Experience Testing shares insiders' practical tips to ensure that you are ready to begin your transition to SAS 9.4. The target audience for this paper is primarily system administrators who will be installing, configuring, or administering the SAS 9.4 environment. (This paper is an updated version of the paper presented at SAS Global Forum 2014 and includes new features and software changes since the original paper was delivered, plus any relevant content that still applies. This paper includes information specific to SAS 9.4 and SAS 9.4 maintenance releases.)
Cindy Taylor, SAS
SAS® customers benefit greatly when they are using the functionality, performance, and stability available in the latest version of SAS. However, the task of moving all SAS collateral such as programs, data, catalogs, metadata (stored processes, maps, queries, reports, and so on), and content to SAS® 9.4 can seem daunting. This paper provides an overview of the steps required to move all SAS collateral from systems based on SAS® 9.2 and SAS® 9.3 to the current release of SAS® 9.4.
Alec Fernandez, SAS
The SAS® Environment Manager Service Architecture expands on the core monitoring capabilities of SAS® Environment Manager delivered in SAS® 9.4. Multiple sources of data available in the SAS® Environment Manager Data Mart--traditional operational performance metrics, events, and ARM, audit, and access logs--together with built-in and custom reports put powerful capabilities into the hands of IT operations. This paper introduces the concept of service-oriented even identification and discusses how to use the new architecture and tools effectively as well as the wealth of data available in the SAS Environment Manager Data Mart. In addition, extensions for importing new data, writing custom reports, instrumenting batch SAS® jobs, and leveraging and extending auditing capabilities are explored.
Bob Bonham, SAS
Bryan Ellington, SAS
Researchers, patients, clinicians, and other health-care industry participants are forging new models for data-sharing in hopes that the quantity, diversity, and analytic potential of health-related data for research and practice will yield new opportunities for innovation in basic and translational science. Whether we are talking about medical records (for example, EHR, lab, notes), administrative data (claims and billing), social (on-line activity), behavioral (fitness trackers, purchasing patterns), contextual (geographic, environmental), or demographic data (genomics, proteomics), it is clear that as health-care data proliferates, threats to security grow. Beginning with a review of the major health-care data breeches in our recent history, we highlight some of the lessons that can be gleaned from these incidents. In this paper, we talk about the practical implications of data sharing and how to ensure that only the right people have the right access to the right level of data. To that end, we explore not only the definitions of concepts like data privacy, but we discuss, in detail, methods that can be used to protect data--whether inside our organization or beyond its walls. In this discussion, we cover the fundamental differences between encrypted data, 'de-identified', 'anonymous', and 'coded' data, and methods to implement each. We summarize the landscape of maturity models that can be used to benchmark your organization's data privacy and protection of sensitive data.
Greg Nelson, ThotWave
Sometimes you need to provide multiple administrators with the ability to manage your software. The rationale can be a need to separate roles and responsibilities (such as installer and configuration manager), changing job responsibilities, or even just covering for the primary administrator while on vacation. To meet that need, it's tempting to share the logon credentials of your SAS® installer account, but doing so can potentially compromise your security and cause a corporate audit to fail. This paper focuses on standard IT practices and utilities, explaining how to diligently manage the administration of your SAS software to help you properly ensure that access is secured and that auditability is maintained.
Rob Collum, SAS
Clifford Meyers, SAS
The purpose behind this paper is to provide a high-level overview of how SAS® security works in a way that can be communicated to both SAS administrators and users who are not familiar with SAS. It is not uncommon to hear SAS administrators complain that their IT department and users just don't 'get' it when it comes to metadata and security. For the administrator or user not familiar with SAS, understanding how SAS interacts with the operating system, the file system, external databases, and users can be confusing. Based on a SAS® Enterprise Office Analytics installation in a Windows environment, this paper walks the reader through all of the basic metadata relationships and how they are created, thus unraveling the mystery of how the host system, external databases, and SAS work together to provide users what they need, while reliably enforcing the appropriate security.
Charyn Faenza, F.N.B. Corporation
A leading killer in the United States is smoking. Moreover, over 8.6 million Americans live with a serious illness caused by smoking or second-hand smoking. Despite this, over 46.6 million U.S. adults smoke tobacco, cigars, and pipes. The key analytic question in this paper is, How would e-cigarettes affect this public health situation? Can monitoring public opinions of e-cigarettes using SAS® Text Analytics and SAS® Visual Analytics help provide insight into the potential dangers of these new products? Are e-cigarettes an example of Big Tobacco up to its old tricks or, in fact, a cessation product? The research in this paper was conducted on thousands of tweets from April to August 2014. It includes API sources beyond Twitter--for example, indicators from the Health Indicators Warehouse (HIW) of the Centers for Disease Control and Prevention (CDC)--that were used to enrich Twitter data in order to implement a surveillance system developed by SAS® for the CDC. The analysis is especially important to The Office of Smoking and Health (OSH) at the CDC, which is responsible for tobacco control initiatives that help states to promote cessation and prevent initiation in young people. To help the CDC succeed with these initiatives, the surveillance system also: 1) automates the acquisition of data, especially tweets; and 2) applies text analytics to categorize these tweets using a taxonomy that provides the CDC with insights into a variety of relevant subjects. Twitter text data can help the CDC look at the public response to the use of e-cigarettes, and examine general discussions regarding smoking and public health, and potential controversies (involving tobacco exposure to children, increasing government regulations, and so on). SAS® Content Categorization helps health care analysts review large volumes of unstructured data by categorizing tweets in order to monitor and follow what people are saying and why they are saying it. Ultimatel
y, it is a solution intended to help the CDC monitor the public's perception of the dangers of smoking and e-cigarettes, in addition, it can identify areas where OSH can focus its attention in order to fulfill its mission and track the success of CDC health initiatives.
Manuel Figallo, SAS
Emily McRae, SAS
Your enterprise SAS® Visual Analytics implementation is on its way to being adopted throughout your organization, unleashing the production of critical business content by business analysts, data scientists, and decision makers from many business units. This content is relied upon to inform decisions and provide insight into the results of those decisions. With the development of SAS Visual Analytics content decentralized into the hands of business users, the use of automated version control is essential to providing protection and recovery in the event of inadvertent changes to that content. Re-creation of complex report objects accidentally modified by a business user is time-consuming and can be eliminated by maintaining a version control repository of report (and other) objects created in SAS Visual Analytics. This paper walks through the steps for implementing an automated process for version control using SAS®. This process can be applied to all types of metadata objects used in multiple SAS application development and analysis environments, such as reports and explorations from SAS Visual Analytics, and jobs, tables, and libraries from SAS® Data Integration Studio. Basic concepts for the process, as well as specific techniques used for our implementation are included. So eliminate the risk of content loss for your business users and the burden of manual version control for your applications developers. Your IT shop will enjoy time savings and greater reliability.
Jerry Hosking, SAS