Migration

Moving to SAS® 9.4

What's New?
Do You Have a SAS Metadata Server in Your Deployment?
Plan and Prepare for Migrating a Planned Deployment
Engaging SAS Consulting for Assistance

What's New?

For details about SAS 9.4, refer to the What's New documentation. To plan your move to SAS 9.4, consider your current deployment and the changes that you will make.

Potential security issue: SAS Institute has identified usage scenarios in the SAS Migration Utility with a potential security issue. For more information, see the notice on the support site. In addition, SAS 9.4 Intelligence Platform: Migration Guide has been updated with cautions to avoid this issue.

Do You Have a SAS® Metadata Server in Your Deployment?

The SAS Metadata Server coordinates the capabilities of most of the SAS® Business Intelligence, Data Management, and solutions products. If your deployment uses a metadata server, you can see the metadata server process (service) running, and you use an administrator product like the SAS® Management Console to define capabilities such as users, security, and data access. When you set up your software, you used a deployment plan - which is why a metadata-based deployment is generally referred to as a planned deployment.

If you have a planned deployment, review the sections below that describe the general upgrade options.

If your SAS environment does not use a metadata server, then you have a non-planned deployment. In most cases, your upgrade path is simple: install the new version of SAS and explore the new capabilities. If you plan to change the operating environment (see the SAS 9.4 system requirements), use the compatibility calculator to determine whether you need to migrate data libraries to the new format. Remember, if you plan to have two versions of SAS on the same machine, then be sure to install the latest version last, and refer to Peaceful Coexistence: Multiple SAS Releases.

Plan and Prepare for Migrating a Planned Deployment

Migration Version Analysis

Beginning with the first maintenance release of SAS 9.4, the Analysis Report has a section for version analysis.

Note that if any products in your deployment have not shipped yet on SAS 9.4, those products are not checked in the version analysis. If you migrate to SAS 9.2 or SAS 9.3, version analysis is not supported.

To perform this analysis, the SAS Migration Utility checks the version numbers of the products on the machine where it is running. If any product deployed on the machine is known to have one or more versions that do not support direct migration, the Analysis Report shows the unsupported versions of that product.

If the Analysis Report shows any products with unsupported versions, you must determine whether the issue affects your migration. Here is how you can determine whether you plan to migrate to any unsupported versions:

With the version analysis list at hand, open the Software Order Summary that is located in your SAS Software Depot. The Software Order Summary lists all the products, with version numbers, that you plan to install.
On the Software Order Summary, find the products that are listed in the Analysis Report's version analysis.
If the Software Order Summary lists a version number that is also listed on the Analysis Report's version analysis as unsupported for direct migration, contact your SAS account manager or customer loyalty representative for assistance.

Some details about the version analysis:

A copy of the SAS Migration Utility is available to download for a preliminary analysis. When you are ready to proceed with your migration, use the SAS Migration Utility that is included in your order to perform your final analysis. If you use a SAS Migration Utility other than the version included in your order, it might support a different set of products and components than your order.
You must check all tiers in your deployment. If the version analysis shows a product with unsupported versions on some machines but not on others in your deployment, do not migrate to the unsupported version on any machine in your deployment.
In the remainder of the Analysis Report, some products can show a message with a green check mark such as "migration is supported for this version" even if the product is listed in the version analysis with unsupported versions. In such a case, disregard the "is supported" message. The version analysis takes precedence.
See also information about other Analysis Report content.

Upgrading from SAS 9.3 to SAS 9.4

If you are running SAS 9.3, then you can use the automated SAS tools (SAS® Migration Utility and SAS® Deployment Wizard) to move to SAS 9.4. (See the information above about migration version analysis.) You can also use export/import facilities if you want to install a new deployment and export a selection of SAS 9.3 content into your SAS 9.4 deployment.

For instructions, see:

New releases of SAS solutions will become available during the lifecycle of SAS 9.4. To learn the availability of solutions for SAS 9.4, contact your SAS account manager or customer loyalty representative.

Upgrading from SAS 9.2 to SAS 9.4

The baseline migration support has improved in the second maintenance release of SAS 9.4. In the table below, the right-hand column lists the earliest supported release; later releases are also supported.

**Earliest Product Releases Supported by SAS Migration Tools**
Target SAS Release	Earliest Product Releases Supported by Target
SAS 9.4 second maintenance release (TS1M2)	SAS 9.2 SAS Add-In for Microsoft Office 4.2 SAS BI Dashboard 4.2 SAS Data Integration Studio 4.21_M2 (This is the version that runs on SAS 9.2M3.) SAS Enterprise Guide 4.2 SAS Enterprise Miner 6.3 (This is the version that runs on SAS 9.2M3.) SAS Information Delivery Portal 4.2 SAS Information Map Studio 4.2 SAS OLAP Cube Studio 4.2 SAS Web Report Studio 4.2
SAS 9.4 initial release (TS1M0) or first maintenance release (TS1M1)	SAS 9.2, third maintenance release (TS2M3) SAS Add-In for Microsoft Office 4.2 SAS BI Dashboard 4.3 SAS Data Integration Studio 4.21_M2 (This is the version that runs on SAS 9.2M3.) SAS Enterprise Guide 4.2 SAS Enterprise Miner 6.3 (This is the version that runs on SAS 9.2M3.) SAS Information Delivery Portal 4.3 SAS Information Map Studio 4.3 SAS OLAP Cube Studio 4.3 SAS Web Report Studio 4.3

After meeting these baseline requirements, you can use the automated SAS tools to move to SAS 9.4. (See also the information above about migration version analysis.) If you use export/import facilities to export a selection of SAS 9.2 content to a new SAS 9.4 deployment (instead of using the automated SAS tools), then you must also meet these baseline requirements first. An alternative to applying the third maintenance release is to migrate from SAS 9.2 to SAS 9.3 and then to SAS 9.4. For more information, contact your SAS account manager or customer loyalty representative.

For more instructions, see:

Initially released in March 2008, SAS 9.2 transitioned to level B support on September 30, 2013. See the SAS support policy for more information.

To request a copy of the third maintenance release for SAS 9.2, refer to the SAS 9.2 Maintenance Release Announcement.

Upgrading from SAS 9.1.3 to SAS 9.4

SAS 9.1.3 transitioned to Level C support on September 30, 2013 per the SAS support policy. If you are running SAS 9.1.3, then in most cases you must make a temporary interim upgrade to SAS 9.2 or SAS 9.3 before migrating to SAS 9.4:

SAS 9.3 temporary interim upgrade is preferred. For the baseline requirements in SAS 9.1.3, see Migrating from SAS 9.1.3.
SAS 9.2 temporary interim upgrade has some additional details:
- If your final target is SAS 9.4 M2 or later, then your temporary interim upgrade can be any maintenance release of SAS 9.2.
- If your final target is SAS 9.4 M0 or M1, then your temporary interim upgrade must be SAS 9.2, third maintenance release (TS2M3).
- For more information, see the table Earliest Product Releases Supported by SAS Migration Tools in the above section about upgrading from SAS 9.2 to SAS 9.4.

After you are running SAS 9.2 or SAS 9.3, you can use the automated SAS tools to move to SAS 9.4. You can also use export/import facilities if you want to install a new deployment and export a selection of existing content into your SAS 9.4 deployment. New releases of SAS solutions will become available during the lifecycle of SAS 9.4. To learn the availability of solutions for SAS 9.4, contact your SAS account manager or customer loyalty representative.

If your site is running SAS 9.1.3, it is recommended to contact your SAS account manager or customer loyalty representative for initial assistance in planning your upgrade.

Engaging SAS Consulting for Assistance

SAS Consulting services can help with planning and implementing your SAS upgrade. For more information, see SAS Consulting. Consulting services may be recommended by SAS technical support, or by your account manager or customer loyalty representative.

If possible, when you contact SAS, have the following available: the Software Order E-mail (SOE) or the SAS Order Information Information (SOI) file from your current deployment. (For the location of the SOI file in your SAS Software Depot, see the SAS Intelligence Platform: Installation and Configuration Guide for your current SAS release.) Other useful tools for determining what you have deployed are the ViewRegistry Report, the PRODUCT_STATUS procedure, and the SAS Installation Reporter (see SAS Note 35968). See also How to document your SAS environment.

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