Getting Started without the SAS Configuration Wizard

If you did not use the SAS Configuration Wizard as part of a planned (Advanced or Personal) installation, then follow these steps:

1. Plan your implementation:

   • Determine how your organization intends to use these features of SAS Integration Technologies:

     • distributed applications
     • SAS Stored Processes
     • publish/subscribe
     • SAS Foundation Services

     In addition, you might want to set up tables and libraries.

   • Determine the hardware and software elements that will be involved in your SAS Integration Technologies implementation. For example, if you are administering a distributed application implementation, you will need to know the communication requirements for connecting your client and server platforms. The IOM servers are as follows:

     • SAS Workspace Server
     • SAS Stored Process Server
     • SAS OLAP Server
     • SAS Metadata Server

     For some features, a WebDAV server might be required. The following table details the servers that are required to implement each SAS Integration Technologies feature:

     Metadata on the SAS Metadata Server
     Feature	Required Server Definition
     Metadata Storage (provides central, shared location)	SAS Metadata Server
     Submit and Generate SAS Code	SAS Workspace Server and Spawner
     Tables and Libraries	SAS Workspace Server and Spawner
     Packages	if published to an archive on a SAS Workspace Server, a SAS Workspace Server and Spawner if published to WebDAV, a WebDAV server if published to a file, no server definition is needed for the package
     Publication Channels	if publishing to an archive on a SAS Workspace Server, a SAS Workspace Server and Spawner if publishing to an archive on a WebDAV server, a WebDAV server if publishing to an archive in the file system, no server definition is needed for the publication channel
     SAS Stored Processes - Package Results	if stored in an archive on a SAS Workspace Server, a SAS Workspace Server and Spawner if outputting a package to DAV, a WebDAV server
     SAS Stored Processes - Streaming Results	SAS Stored Process Server and Login

     In addition, you might also require certain servers for Business Intelligence content. The following table details the servers that are required to implement SAS Information Maps and SAS Reports:

     Metadata on the SAS Metadata Server
     Feature	Required Server Definition
     SAS Information Maps	for relational data, a SAS Workspace Server and Spawner for multi-dimensional data, a SAS OLAP Server
     SAS Reports	for relational data, SAS Workspace Server and Spawner for multi-dimensional data, a SAS OLAP Server if storing reports in DAV, a WebDAV server

     Finally, certain SAS clients rely on the servers.

2. Set up the SAS Metadata Server. SAS Integration Technologies uses the SAS Metadata Server which provides a central, shared location for storing metadata. The metadata server provides a common repository from which user, resource, and security-policy information can be centrally managed. Because all of the SAS Integration Technologies administration tasks involve working with metadata information, the first administration task is to install and set up a metadata server. For reference material, see Support for SAS Open Metadata Architecture in the SAS Integration Technologies: Technical Overview.

3. Understand, plan, and implement security features. For details about security, refer to the SAS Intelligence Platform: Security Administration Guide.

4. Set up SAS Stored Process, SAS Workspace, and SAS OLAP Servers.

   To set up, start, and administer an IOM server, you must complete each of the following tasks:

   • Choose the appropriate connection(s) for your server configuration:

     • a COM/DCOM connection, which enables client access using COM/DCOM

     • an IOM Bridge connection, which enables client access using the SAS Integration Technologies IOM Bridge for COM or IOM Bridge for Java

     For details, see Choosing a Server Configuration.

   • Plan your configuration metadata, which you will define on the SAS Metadata Server using SAS Management Console. For details, see Planning for Metadata Definitions.

   • For IOM Bridge connections, determine the SAS users, groups, and login definitions that are specified in the server connection configuration:

     • login definitions for spawner security. For details, see Planning the Spawner Security in the Security section.
     • login definitions for pooling security. For details, see Planning the Pooling Security in the Security section.
     • login definitions for load balancing security. For details, see Planning the Load-Balancing Security in the Security section.

   • Set up a server using either a COM/DCOM connection or an IOM Bridge connection. For details about setting up a server that uses a COM/DCOM connection, see the COM section. For details about setting up a server that uses an IOM Bridge connection, see the IOM Bridge section. These sections provide detailed instructions for creating the metadata to define your server configuration, and for performing server administration and troubleshooting tasks.

     Note: Servers that use a COM/DCOM connection do not use a spawner to launch the server. For SAS Workspace and SAS Stored Process Servers that use an IOM Bridge connection, you must set up a spawner to launch the server.

     In addition, for SAS Workspace Servers, you can choose to set up pooling or load balancing. For SAS Stored Process Servers, you must set up load balancing. For details, see Pooling and Load Balancing.

   • Configure the startup commands for the spawners and servers as specified in Starting Servers. Instructions are provided for enabling and launching the spawners and servers on the host machine.

5. Set up WebDAV Servers. To set up WebDAV server definitions, see HTTP Servers and WebDAV. If you are using the Xythos WFS WebDAV server, you can implement authentication using the SAS Metadata Server's authentication provider, and implement authorization using the Xythos WFS WebDAV Administration GUI to specify access controls for the SAS users and groups that are defined on the SAS Metadata Server. For details, see Implementing Authentication and Authorization for the Xythos WFS WebDAV Server

6. Set up metadata definitions for additional features. For details about setting up libraries, see Setting Up Libraries. For details about setting up SAS Foundation Services deployments, SAS Publishing Framework, and SAS Stored Processes, see the SAS Integration Technologies: Administrator's Guide.

7. Implement security for resource authorization. Set up access controls for your resources as specified by your security plan (from Step 3).

8. Start your servers and services in the appropriate order. For details, see Server and Service Startup Order.