Moving the SAS Workspace Server

If you have installed the SAS Workspace server on a machine separate from the SAS Stored Process Server, you can use the instructions in this section to move the server to a new machine.

Important Note: In addition to changing the machine name (and optionally, port number), if you move a server to a machine with a different operating system or to a machine with an operating system other than Windows, you might need to reconfigure the following:

• accounts for authentication. You might need to define accounts on the authentication provider for the new server machine.

• metadata on the SAS Metadata Server. The following metadata definitions might require reconfiguration or additional configuration:

  • server definition. On the server definition, you might need to use the Server Manager plug-in to SAS Management Console to change the following parameters:

    • SAS startup command. You might need to change the startup command for the new operating system.
    • authentication domain. When you move a server, you might need to set up an additional authentication domain.
    
    

  • login definitions. For the login definitions that access the server and the login definitions that are used in the load-balancing configuration (for example, the SAS Guest user's login, if you performed an Advanced or Personal installation), you might need to use the User Manager plug-in to SAS Management Console to do one or more of the following:

    • define a new login definition. When you move a server, you might need to create a new login definition for the new authentication domain.
    • define a new login definition for a different authentication process. When you move a server, you might need to create a new login definition with credentials to access a server in a different operating system within the default authentication domain.
    • change the format of the user ID in the login definition. When you move a server, you might need to change the fully-qualified user ID for any login credentials used to access that server.
    
    

  • stored process definitions. You might need to use BI Manager to specify a new location for your source code repository.

• spawner startup command. If you change operating systems when you move machines, you might need to change the spawner startup command. For details, see Invoking (Starting) the Object Spawner.

To move the SAS Workspace server to a different machine, follow these steps:

1. Use SAS Management Console to reconfigure the SAS Workspace Server definition for the new machine:

   1. Open SAS Management Console and connect to a metadata repository.

   2. In the SAS Management Console navigation tree, locate and select the server object (for example, Main - Workspace Server) that you want to modify.

   3. In the Display area, for each server connection, follow these steps:

      1. Select and right-click the connection definition, then select Properties from the pop-up menu.

      2. Select the Options tab.

      3. Change the Host Name to the host name of the new machine for your server.

      4. If you are changing the port, change the Port to the port of the new port for your server.

      5. If you need to change the authentication domain, click New and define the new Authentication Domain for your server.

      6. Click OK.

   4. If you need to change the server startup command, select and right-click the server object, then select Properties from the pop-up menu. Select the Options tab and change the Command field.

   5. Click OK to save the new configuration to the metadata repository.

2. Use SAS Management Console to reconfigure the spawner definition for the new machine:

   1. In the SAS Management Console navigation tree, locate and select the spawner definition, then right-click and select Properties from the pop-up menu.

   2. If your spawner name contains the machine name, change the Name field to specify the name of the new machine.

   3. Select the Options tab.

   4. Change the Host Name to the host name of the new machine for your server.

   5. Click OK.

   6. If you have any other servers associated with the spawner, select the Servers tab. In the Selected servers list box, select the other servers and move them to the Available servers list box. Click OK. You must then define a new spawner for these servers.

   7. If you are changing the port of either the operator connection or load-balancing connection, in the Display area, select the connection, then right-click and select Properties from the pop-up menu. Select the Options tab and change the Port to the new port for your spawner connection.

      If you changed the server's authentication domain, select the same new Authentication Domain for your spawner.

   8. Click OK to save the new configuration to the metadata repository.

3. Edit the policy files for any applications that need to access the new server machine. (For details about editing policy files for the portal Web application and its components, see Adding Permissions to Policy Files in the SAS Intelligence Platform: Web Application Administration Guide.

4. Install SAS 9.1 or higher and SAS Integration Technologies on the new machine.

5. Copy your metadata configuration file (XML file) and spawner startup script from your spawner configuration directory to the same directory on the new machine. If necessary, change the spawner startup script for the new machine. For details, see Invoking (Starting) the Object Spawner.

6. Ensure that the spawner invoker (for example, the SAS user, if you performed an Advanced or Personal) can authenticate against the host authentication provider for the machine.

7. Ensure that users who need to access the server are defined for the machine's host authentication provider.

When you are finished modifying the server and spawner definitions:

• if you have added a new authentication domain for the machine, use the User Manager plug-in to SAS Management Console to add a login definition for access to the server.

• if you have changed operating systems and need to modify user credentials, use the User Manager plug-in to SAS Management Console to modify user and group login definition for the new user ID credentials of the new machine.

• if you need to move the stored process source code repositories to a different directory, use BI Manager to modify the stored process definition and change the Source Code Repository field on the Execution tab of the Stored Process Properties dialog box.

• if your stored process definitions reference content on the old stored process or workspace server machine, you must add the content to the directory you defined in the stored process definition.