Standard Workspace or Stored Process Server Metadata

Before you can plan and set up servers and spawners, you must understand the following:

• the SAS Application Server and logical server definitions that contain the server definitions, For details, see Planning the Metadata.
• the security implementation for spawners and servers. For details, see Planning the Spawner Security.

You can then use the steps in the following section to plan the servers and spawners and link to instructions to set up servers and spawners.

To plan a standard server with an IOM Bridge connection, you must determine the following information:

• the number of servers you need. Decide how many servers you need for your implementation.
• the number of logical servers and SAS Application Servers you need. Decide which logical servers and SAS Application Servers will contain your server definitions.
• the number of spawners you need. Each server can only be associated with one specific spawner. You must use a spawner with SAS Workspace Servers and SAS Stored Process Servers.

To set up a standard server with an IOM Bridge connection, plan and set up metadata for the following:

1. Plan the Logins. You might need to plan the following logins:
   • metadata configuration file login for the spawner
   • operator login for the spawner
   • if using a SAS Stored Process Server with a spawner, you must plan a multi-user login for the spawner to use to start the server
   • logins for users that connect to the server
   
   
2. Plan the Servers. You must plan the server definitions for servers that you will use to process client requests.
   
   
3. Plan the Spawners. For each spawner, you must plan which servers to associate with the spawner in order to listen for requests for each server. Associate each server with a single spawner.
   
   
4. Set up Logins. You must set up the appropriate logins:
   • metadata configuration file login for the spawner
   • operator login for the spawner
   • if using a SAS Stored Process Server with a spawner, you must set up a multi-user login for the spawner to use to start the server
   • logins for users that connect to the server
   
   
5. Set up Servers. You must set up the server definitions for servers that you will use to process client requests.
   
   
6. Set up Spawners. You must set up the spawner. Associate each server with a single spawner.

Step 1: Plan the Logins

You must determine the number and type of logins that you need to define. For the basic server and spawner configuration, determine how many separate logins you need for the following types of logins:

• metadata configuration file login: If you use spawners, you must plan and define a login to use in the metadata configuration file to connect to the SAS Metadata Server.

• operator logins: If you use spawners, for each spawner, you must plan and define a login to be used as the administrator (operator) login for the spawner. You must use one of the following:

  • the same login that you specified in the metadata configuration file
  • a login that the login in the metadata configuration file can access
  
  

• multi-user login (SAS Stored Process Server only): For each SAS Stored Process Server that you start with a spawner, the multi-user login used by the spawner to start the server. You might use the same login to access different multi-user servers. This login must also be accessible by the login in the metadata configuration file.

  Note: If you do not specify a multi-user login for the stored process server, the stored process server will not run and an error message will be displayed.

For details about how to plan the spawner and server configuration logins, see Planning the Spawner Security.

In addition, you must determine which login definitions you need for users that request connections to a server. The authentication domain of the server definition must match the domain of the login definition. To understand how to plan your authentication domain, see Overview of Domains.

To plan each login definition, you must determine the following information:

• the user name of the user metadata identity
• the domain-qualified user ID and password
• the authentication domain name.

Step 2: Plan the Servers

To plan each server, you must determine which SAS Application Server and logical server will contain the server definition. You must also determine the following server parameters:

• server name
• authentication domain
• host name, and service or port for the bridge connection
• type of encryption you will use
• object server parameters, as required
• for SAS Stored Process Servers, the multi-user login for the server
• SAS startup command and options, as required. For details, see Server Startup Command.

Step 3: Plan the Spawners

To plan each spawner, you must determine the following information

• the spawner name
• the name of the servers that the spawner is associated with
• the authentication domain (must match the associated server's authentication domain)
• the host name and operator port of the spawner in order to set up an operator connection.

In addition, you can plan to set up a UUID connection. See Configuring a UUID Generator for further information.

For detailed information about the fields included in the metadata for a spawner, see the Fields for Spawner Definitions.

Note: You can only define one of each type of spawner connection (operator, UUID, or load balancing).

For detailed information about the fields included in the metadata for a server, see the Fields for Server Definitions.

Step 4: Set up Logins

Use SAS Management Console to set up users, groups, and logins on the SAS Metadata Server. For detailed information about the fields included in the metadata for a user and login and how to set up users, groups and logins, see the Defining Users, Groups, and Logins in the Security section.

In addition, on Windows 2000 and Windows NT, for the user who is the owner of the multi-user login, define the "act as part of the operating system" user right.

Step 5: Set up Servers

Use SAS Management Console to set up the servers within the appropriate SAS Application Server and logical server. For detailed information about using SAS Management Console to set up a new server definition, see Using the SAS Management Console to Define Servers.

Step 6: Set up Spawners

Use SAS Management Console to set up the spawner. For detailed information about using SAS Management Console to set up a spawner definition, see Using SAS Management Console to Define a Spawner (IOM Bridge).