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Migration

Planning Your Migration

Good planning cannot be emphasized enough. Start by inventorying your assets and requirements so that you can create the best plan.

Where do I start?

The following documents guide you through the design, execution, and validation of your migration. Choose one of these two migration tracks depending on whether your SAS deployment is based on metadata:

  • SAS Business Intelligence, Data Integration, or Solutions that are metadata-based: start planning your upgrade with the SAS Intelligence Platform: Migration Guide. This book features the new migration tool for Business Intelligence, the SAS Migration Utility. The information is specific to a metadata-based migration, and refers to additional documentation, such as this Web site, where appropriate.

  • SAS products like Base SAS that do not rely on metadata: use the Migration Planning Worksheet. For a quick answer about whether your SAS files (such as data sets and catalogs) will be compatible in the new release, use the Compatibility Calculator. If you need to migrate a SAS library, the Compatibility Calculator guides you to the PROC MIGRATE Calculator for PROC MIGRATE example code.

For SAS products like Base SAS that do not rely on metadata, the Migration Planning Worksheet directs you to documentation in the following areas:

Data
Identify which files to migrate, which files to move, and how to update syntax for Base SAS and other SAS products.

Software
Learn about compatibility and migration issues that are specific to your SAS products.

Hardware
Take an inventory of the hardware you have and the hardware you expect to purchase. Then consider hardware and operating system issues than can affect your migration timeline.

Dependencies
Uncover the time and process constraints that can affect the individuals and workflow in your organization.

Validation
Gather requirements from your staff and create a validation plan. Use SAS®9 tools or develop your own validation tests.