Step 2: Perform Pre-migration Tasks

Pre-migration tasks include backing up the source environment, preparing the new machine for the migration (when applicable), and creating the migration package. Follow these steps to prepare for the migration:
  1. Make a complete backup of the SAS 9.3 deployment from which you want to migrate (referred to as the source environment). See Best Practices for Backing Up and Restoring Your SAS Content.
  2. If you are migrating to a different machine, use the appropriate pre-installation checklist to prepare the machine. Preparation tasks include installing required third-party software, creating required user accounts, and reviewing port numbers. For details, see the following topics:
  3. Create the migration package. In this step, you use the SAS Migration Utility to analyze the source environment. After correcting any detected issues, you run the utility again to extract the source environment’s content and configuration and create a migration package. Follow these steps:
    1. Log on to the metadata server host machine in the source environment, and navigate to the directory that contains the SAS Migration Utility executables. By default, the executables are located in the SAS Software Depot in the path utilities/smu.
    2. Open the utility template file (smu.properties.template) in a text editor. Edit the file to specify properties including the following:
      • fully qualified paths for the source environment’s configuration directory (SMU.config.dir), the SAS executable (SMU.SASROOT), the source environment’s SASHome (SMU.SASHOME), and an output directory for the migration package (SMU.Output.Dir).
      • the metadata server host name (SMU.host.metadata), administrative user ID (SMU.user), and administrative user password (SMU.password) to access the source environment’s metadata server; or the name of a connection profile (SMU.profile) that contains this information. You must specify an unrestricted user (for example, sasadm@saspw).
      • the user ID (SMU.webinfpltfm.dbms.userid) and password (SMU.webinfpltfm.dbms.password) that can be used to open a JBDC connection to the SAS Web Infrastructure Platform database in the source environment. For JBoss Application Server, this information is stored in JBoss-Home/SASServer1/deploy/SharedServices-ds.xml. For WebLogic Server and WebSphere Application Server, see the server’s administrative console.
      Additional properties might also be needed. See Develop a Common SAS Migration Utility Properties File in SAS Intelligence Platform: Migration Guide.
    3. Run the migration utility in analyze mode, using the following command from an operating system prompt or command line:
      • Windows 32-bit: 
        smu93_32 -analyze -properties absolute-pathname-to-properties-file -replace
      • Windows 64-bit: 
        smu93_64 -analyze -properties absolute-pathname-to-properties-file -replace
      • UNIX: 
        ./smu93 -- -analyze -properties absolute-pathname-to-properties-file -replace
      • z/OS: 
        ./smu93.zos -- -analyze -properties absolute-pathname-to-properties-file -replace
    4. Check the migration utility log file (migrate.log), which is located in your migration package output directory. If the utility completed successfully, the following messages should appear at the end of the log: 
      [INFO] SMU Product analyses completed
[INFO] SMU No packaging was performed due to the mode setting
    5. Check the Migration Analysis report (AnalysisReport.xml), which is located in the path host-machine-name/Analysis Report within your migration package output directory. Red Xs indicate error conditions that must be addressed before the migration can be completed successfully. For an explanation of the messages in this report, go to http://support.sas.com/migration/utilitynotes.
    6. Correct any errors that are reported in the migrate.log file or in AnalysisReport.xml, and then rerun the migration utility in analyze mode. Repeat this process until all error situations have been resolved.
    7. Run the migration utility using the same command that you used in step 4, but without the -analyze option. The command creates the migration package. Check the migration utility log file (migrate.log) and the Migration Analysis report (AnalysisReport.xml) to verify that the migration package was created successfully.

See Also

Performing Pre-migration Tasks in SAS Intelligence Platform: Migration Guide
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