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Best Practices Migration with PROC MIGRATE: Install SAS

Step 1: Set Up the Target Operating Environment

Before you install SAS, ensure that the computer operating environment meets your needs.

Confirming System Requirements

Read the System Requirements document, which is shipped along with other essential documents in the Installation Kit (either in hard copy or on a CD) and is also available at the Install Center. Verify that the following are are the correct versions and are sufficient for all of the SAS products that you have licensed:

Here are some reminders from our Technical Support teams:

Budgeting Disk Space for PROC MIGRATE with Validation Tools

If you are migrating SAS data libraries forward to the target environment, you need enough disk space to store both the source and target libraries during migration. When you use PROC MIGRATE with validation tools, you can verify that the library members migrate successfully. Migrating "in place" is not directly supported by PROC MIGRATE. That is, you cannot replace a source library with a target library. The source and target libraries must be in two distinct locations. You can delete the source library during migration by using the MOVE option, but it will greatly reduce your validation, and you should first make external backups. See also the step about migrating data.

Best practices

Keep the operating environment "as is" if possible. Ideally, at the outset, your target operating environment should be identical to your source environment. It's likely that the SAS system requirements have changed. However, aside from those required upgrades, don't introduce changes until the initial validation of step 3 is complete and you advance to the customization steps. Whenever you do apply operating environment upgrades or patches, determine whether associated changes are necessary in SAS system options and so forth.

Physically isolate the target environment from the source environment. That is, set it up on a different computer system. This is the easiest way to avoid inadvertently running against the source installation. At worst, such an error could corrupt source data. At best, during validation you might be running a source process when you think you're running a target process. Physical isolation is also a best practice for validation. If physical isolation is not possible, you can

Proceed to step 2.