Planning and Configuring Pooling

Overview of Planning and Configuring Pooling

Note: If you installed SAS by using the SAS Configuration Wizard, you will already have a logical workspace server named SASMain - Logical Workspace Server.

To set up a pool, you must plan and set up additional metadata as follows:

• Plan the Pooling Security. To set up pooling security, you must plan the logins that can access the SAS servers in the puddles, the group metadata identities that can access the puddle, and the pool administrator's user and group metadata identities.

• Plan Pooled Logical Server and Puddles. To set up a pool, you must plan to convert a standard logical server to a pooled logical server, puddles, pooling properties, an associated login for each puddle, and a group that is granted access to the puddle.

• Plan for Servers. To set up each server for pooling, you must plan pooling properties for each server.

• Set up Pooling Security. To set up pooling security, you must define the puddle logins, group metadata identities that are granted access to the puddles, and user or group metadata identity for the pool administrator. You must also implement authorization for the appropriate pooling resources.

• Set up Pooled Logical Server and Puddles. To set up a pool, you must convert a standard logical server to a pooled logical server, create the puddles, specify pooling properties, associate the login for each puddle, and associate a group that can access the puddle.

• Set up Servers. To set up each servers for pooling, on each server definition, you must specify pooling properties for the server.

Step 1: Plan the Pooling Security

Note: For COM servers, you cannot specify a login for the puddle. COM is used to connect to the SAS server.

To plan the pooling security, you must determine the user metadata identities, and the logins for the group metadata identities, that can access the puddles in the pool. For puddle access to the pool, there are three types of logins that you can define:

• A login that is used to establish the connection to the server for this puddle. All users of the puddle use this login when connecting to the SAS server. This login must be accessible to pool administrators. (Pool users are not required to have access to this login).

• Logins for the pool administrator in the metadata configuration file that is used with the Windows Object Manager. For an Advanced or Personal installation, the pool administrator is the SAS Trusted User.

  Important Note: DO NOT specify an unrestricted user for the user ID of the pool administrator.

• Logins for user or group metadata identities within the group that you grant access to the puddle.

To understand the login, user, and group definitions that can access the puddles, see Overview of Pool and Puddle Configuration. To plan the login, user, and group definitions that can access the puddles and the pool administrators that can view the appropriate login definitions, see Planning the Pool and Puddle Security.

Step 2: Plan the Pooled Logical Server and Puddles

To plan a pooled logical server, you need to determine how many puddles you want to use and which logins will be used to access each of the puddles. When you convert the logical server to a pooled logical server, you can then divide the pool into one or more puddles that associate the appropriate login definition and group metadata identity to use for access to the pool. The login for each puddle will be used to access the server.

The following user and group metadata identities can access the servers in a puddle:

• The members of the group metadata identity that is granted access to the puddle
• The user or group metadata identity that owns the puddle login

For COM servers, it is not useful to create more than one puddle.

Determine the following parameters for each puddle associated with the pooled logical server definition:

• Name of each puddle
• Minimum Available Servers
• Minimum Number of Servers
• Puddle Login (IOM Bridge only)
• The SAS user group that has access to the puddle. See Grant Access to Group.

Note: You cannot specify a login for a COM server.

Step 3: Plan the Pooled Servers

The pooling properties are specified on the server definition's properties in SAS Management Console (Options    Advanced Options    Pooling Properties). For each server in the pooled logical server, determine the following pooling properties as appropriate:

• Maximum Clients
• Recycle Activation Limit
• Inactivity Timeout
  
  

Step 4: Set up Pooling Security

To set up pooling security, follow these steps:

1. Set up your user, group, and login definitions for the users and groups that will access the pool. For details, see Defining Users, Groups, and Logins.

2. Implement authorization (access control) for the group metadata identity that is granted access to the puddle. You must control access for whoever is authorized to update the group that is granted access to each puddle. To control who can update the group that is granted access to the puddle, in SAS Management Console, after you set up the group, you must use the Authorization tab for the group to do both of the following:
   • Deny "WriteMetadata" permission to the Public group.
   • Grant "WriteMetadata" permission to your metadata administrator.

3. Implement authorization (access control) for the logical server that will be converted to a pooled logical server. You must control access for who is authorized to update the logical server. To control who can update the logical server, in SAS Management Console, you must use the Authorization tab for the logical server to do both of the following:
   • Deny "WriteMetadata" permission to the Public group.
   • Grant "WriteMetadata" permission to your metadata administrator.

4. Implement authorization (access control) for data on the server.

For details about setting up authorization (access controls), see the Authorization Manager Help in SAS Management Console.

Step 5: Set up Pooled Logical Servers

To convert a logical server to a pooled logical server and to define puddles:

1. In SAS Management Console, expand the Server Manager to locate the logical server that you want to convert to pooling.
   
   
2. Select the logical server, and then select Actions Convert to Pooling from the menu bar. Confirm that you want to continue.
   
   
3. In the Pooling Options dialog box, click New to create a new puddle.
   
   
4. In the New Puddle dialog box, enter the values that you planned in Step 2:
   • Name
   • Minimum Available Servers
   • Minimum Number of Servers
   • Login (IOM Bridge only)
   • Grant Access to Group

   When you have finished entering the puddle parameters, click OK to return to the Pooling Options dialog box.

5. Optionally, repeat the previous step to create additional puddles.
   
   
6. When you have finished creating puddles, click OK.
   
   

Note: To edit the properties for an existing pooled logical server, select the logical server and then select File Properties. In the Properties dialog box, select the Pooling tab to modify the puddles for the pool.

Step 6: Set up Pooled Servers

For each server in the pool, set up the pooling properties. To set up the pooling properties for a server:

1. In SAS Management Console, expand the Server Manager to locate the server definition that you want to modify.
   
   
2. Select the server, and then select File Properties from the menu bar.
   
   
3. On the Options tab of the Properties dialog box, click Advanced Options.
   
   
4. On the Pooling Properties tab of the Advanced Options dialog box, enter the values that you planned in Step 3:
   • Maximum Clients
   • Recycle Activation Limit
   • Inactivity Timeout
     
     

   When you have finished entering the pooling properties, click OK.