Overview of Performing Pre-migration Tasks

You must now carry out any pre-migration tasks that you identified in your migration design phase, along with some new tasks that are a part of all SAS migrations. Performing pre-migration tasks is the second of five steps required to install SAS 9.3 and migrate your current SAS content:

1. Design your migration.

2. Perform pre-migration tasks.

3. Install SAS 9.3 and migrate your content from an earlier SAS version.

4. Perform post-migration tasks.

5. Validate your migration.

Looking back at your migration design, you might have identified some of your current SAS products that require maintenance before you can migrate them. Also, some of your hardware might need to be upgraded or operating systems patched and third-party software updated.

During the pre-migration task phase, you will create a migration package that contains your current SAS data and configuration using the SAS Migration Utility. The other major SAS migration tool, the SAS Deployment Wizard, uses your migration package as input to move your current SAS content successfully to SAS 9.3.

In addition to the SAS migration package, the wizard also relies on the presence of another package—SAS Software Depot—that contains SAS 9.3 installation files. You create a SAS Software Depot when you download your SAS 9.3 order, or from removable media that you receive directly from SAS.

Migration Package and SAS Software Depot Topography

When you have completed the pre-migration tasks, you will have accomplished the following:

backed up your current SAS deployment.

This is a best practice to ensure that your current SAS deployment is protected.

For more information, see Back Up Your Current SAS System.
applied required maintenance to any current SAS products.

During your migration design, you identified any current SAS products that require maintenance before you can migrate them.

For more information, see Apply Any Required SAS Maintenance.
completed the pre-migration checklists.

The SAS Deployment Wizard prompts you for the required operating system accounts that you used with SAS and for ports to designate for the new SAS 9.3 servers.

For more information, see Completing the Pre-migration Checklists.
installed third-party software required for SAS 9.3.

SAS provides a third-party software site that tells you what to install, how to get it, and how to install it.

For more information, see Installing Third-Party Software.
created a SAS 9.3 Software Depot.

The SAS Software Depot contains the SAS installation files used by the SAS Deployment Wizard to install and configure SAS 9.3.

For more information, see Creating SAS Software Depots.
created a migration package.

Using the SAS Migration Utility, you create a package containing your current SAS data and configuration that the SAS Deployment Wizard uses.

For more information, see Create the Migration Package.