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Using the Backup Wizard in SAS Management Console

Ensure Appropriate User Credentials

The user who launches the Backup Wizard (or who runs a job that was created by the wizard) must have the appropriate credentials. Follow these steps to set up a user who has the appropriate credentials:

  1. Set up an operating system account that is known to the metadata server host machine.

    On Windows systems, set up the user as follows:

    • Make the user a member of the Administrators group on the metadata server host machine.

    • Give the user the necessary credentials to access the workspace server on the metadata server host machine. In many cases, this means that the user must have rights to Log on as a batch job. Typically, you would add the user to an operating system group that has this right (for example, the SAS Server Users group). For details and exceptions, see Requirements for Accessing a Standard Workspace Server.

      Note:   If the user who launches the wizard or runs the job does not have credentials to access the workspace server, then the wizard displays a dialog box that you can use to enter the appropriate user ID and password.  [cautionend]

    On UNIX or z/OS, set up an operating system account that has full access to the following directories:

    • the metadata server directory (for example, SAS-configuration-directory\Lev1\SASMeta\MetadataServer) and the following subdirectories: rposmgr, Foundation, and the subdirectories for any custom or project repositories

    • the backup destination (for example, SAS-configuration-directory\Lev1\SASMeta\
      MetadataServer\SASBackup      )

    Note:   On UNIX and z/OS systems, the SAS Installer user (for example, sas) has these permissions by default. Therefore, you might want to use the SAS Installer account to run the Backup Wizard instead of setting up a different account.  [cautionend]

  2. Use the User Manager plug-in in SAS Management Console to create a metadata identity for the user. The identity must include the following:

    1. membership in the SAS Administrators group (or assignment to the unrestricted role)

    2. a login for the operating system account that you created in step 1.

      On Windows, make sure that the user ID includes the appropriate qualifier (for example, Windows-domain-name\userID, userID@company.com, or machine-name\userID).

      On UNIX and z/OS systems, you might want to use the login for the SAS Installer (sas) user.

CAUTION:
On UNIX and z/OS systems, do not run a backup or a restore as the Root user. Doing so will change ownership of the metadata server files.   [cautionend]

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