Connecting to a SAS Metadata Server

Problem
Solution
Tasks
Create a Connection Profile
Open a Connection Profile
Update a Connection Profile
Reconnecting to a Metadata Server

Problem

You want to work with tables, jobs, and other objects in SAS Data Integration Studio.

Solution

Create and open a connection profile, which connects to a SAS Metadata Server. You can then work with tables, jobs, and other objects that have been specified in the metadata, and you can add new metadata as needed.
When you create a connection profile, you can select the Use Integrated Windows authentication (single sign-on) option if you know that your environment supports single sign-on. For more information about single sign-on, administrators should see the "Dictionary of Authentication Mechanisms" chapter of the SAS Intelligence Platform: Security Administration Guide.
The main tasks for maintaining connection profiles are as follows:

Tasks

Create a Connection Profile

Perform the following steps to create a connection profile:
  1. Obtain the following information from an administrator:
    • the network name of the metadata server
    • the port number used by the metadata server
    • a logon ID and password for the metadata server
  2. Start SAS Data Integration Studio. The Connection Profile window displays.
  3. Select Create a new connection profile. The New Connection Profile wizard displays.
  4. Click Next, and enter a name for the profile.
  5. Click Next, and enter a machine address, port, user name, and password that enables you to connect to the appropriate SAS Metadata Server.
  6. Click Finish to exit the connection profile wizard, connect to the metadata server, and display the server's metadata in SAS Data Integration Studio.

Open a Connection Profile

Perform the following steps to open a connection profile that was created earlier:
  1. Start SAS Data Integration Studio. The Connection Profile window displays.
  2. Select Open an existing connection profile.
  3. Use the selection arrow to select the profile to be opened, and click Ok.
Another way to open an existing connection profile is to start SAS Data Integration Studio, and then select File then selectConnection Profile from the menu bar. The Connection Profile window displays, and you perform the same steps as in the preceding task.
After you open a connection profile, you are connected to the metadata server, and the server's metadata is displayed in SAS Data Integration Studio. If you are working under change management, the name of your project repository is displayed in the Checkouts tree on the desktop. If you are not working under change management, you do not see the Checkouts tree.

Update a Connection Profile

Perform the following steps to update a connection profile:
  1. Start SAS Data Integration Studio. The Connection Profile window displays.
  2. Use the selection arrow to select the profile that you want to edit, and then click Edit. The Edit Connection Profile wizard displays.
  3. Update the profile as needed, and then click Finish to exit the connection profile wizard, connect to the metadata server, and display the server's metadata in SAS Data Integration Studio.

Reconnecting to a Metadata Server

If the connection to the metadata server is broken, a dialog box displays and asks if you want to attempt reconnection. Click Try Now, and SAS Data Integration Studio attempts to reconnect to the metadata server.
If the reconnection is successful, you can continue your work. The user credentials from the previous session is used. If the tree views are not populated with the appropriate metadata, select Viewthen selectRefresh. If the reconnection is not successful, contact your server administrator.
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Last updated: January 16, 2018