Working with Wizards

Wizards Supplied by SAS IT Resource Management
Wizards Supplied by SAS Data Integration Studio

Wizards Supplied by SAS IT Resource Management

In addition to the wizards that are supplied by SAS Data Integration Studio, SAS IT Resource Management provides the following wizards:
The following wizards are invoked from the New menu:
  • New IT Data Mart wizard
    The New IT Data Mart wizard enables you to create a new IT data mart. An IT data mart contains the metadata for the jobs, libraries, tables, information maps, and other elements that support the ETL processes of and reporting on IT performance data.
    To invoke the New IT Data Mart wizard, navigate to the IT Data Marts tree. Then select Newthen selectIT Resource Management then selectIT Data Mart.
    Note: You can also invoke the New IT Data Mart wizard from the first page of the Adapter Setup wizard by selecting the New IT data mart option.
    For more information about IT data marts, see About the IT Data Mart.
  • New Formula wizard
    SAS IT Resource Management provides standard formulas that can be used to generate a computed column. To locate these formulas, navigate to the Shared Data folder in the Folders tree and select SAS IT Resource Managementthen selectIT Formulas. You can copy these formulas, modify them, or create new customized formulas by using the New Formula wizard.
    To invoke the New Formula wizard, navigate to the IT Data Marts tree. Then select Newthen selectIT Resource Managementthen selectFormula.
    For more information about formulas, see About Formulas.
  • defining ETL jobs
    The Adapter Setup wizard helps you define the ETL jobs that read, stage, aggregate, map, and generate information maps and reports for the IT resource data that an adapter loads. This wizard also helps you define the report jobs that generate gallery reports.
    The Adapter Setup wizard produces data acquisition, staging, aggregation, information map, and report jobs. Configuration options of minimal, typical, and full are available to define the quantity of jobs generated by the Adapter Setup wizard and are good choices for most user's needs. You can also specify that only the staging job is generated. However, your site might have other requirements that limit or expand the number and type of jobs that should be generated. Therefore, you should examine the results of the Adapter Setup wizard. You might need to add or delete elements of the jobs, transformations, or tables in order to accommodate the needs of your site or organization.
    To invoke the Adapter Setup wizard from the toolbar of SAS Data Integration Studio, select Newthen selectIT Resource Managementthen selectAdapter Setup.
    For more information about the Adapter Setup wizard, see About the Adapter Setup Wizard.
The following wizards are supplied by SAS IT Resource Management, but are not invoked directly from the New menu:
  • The Add Domain Category wizard enables you to add domain categories to an existing staging transformation that was generated by the Adapter Setup wizard. For each new domain category, the wizard creates aggregation jobs, information map jobs, and reporting jobs that process the raw data for an IT resource.
    To invoke the Add Domain Category wizard, right-click the staging transformation that was created by the Adapter Setup wizard. Then select Add Domain Category from the drop-down list.
    For more information, see About the Add Domain Category Wizard.
  • Aggregation wizards
    Aggregation tables contain IT resource data that has been classified, summarized, or aged according to the specifications of an Aggregation transformation.
    To invoke the aggregation table wizards, open (or create) a job that contains an Aggregation transformation. Right-click the Aggregation transformation and select the Add Aggregation Table option. You can then choose one of the following options:
    • Summarized Aggregation Table, which enables you to directly specify the variables (and their associated properties) that are to be aggregated.
    • Simple Aggregation Table, which is not summarized. The new data is simply appended to the aggregation table.
    • Aggregations through Template, which creates aggregation tables by using the provided aggregation templates or user-defined templates.
    For more information about aggregating data, see Working with Aggregation Transformations.
  • The New Exception Definition wizard enables you to specify the exceptional conditions that you want to detect in your source data. This wizard can be accessed from the Exception transformation.For more information, see Overview of Exception Analysis Processing.
  • Maintain Staged Tables wizard
    The Maintain Staged Tables wizard enables adapter updates that are delivered by SAS to be applied to your IT data marts. It enables you to update the staged tables of an IT data mart, based on the revisions that have been made in the IT resource collection software and files.
    To invoke the Maintain Staged Tables wizard, navigate to the IT Data Marts tree. Then right-click the IT data mart whose tables are to be updated, and select the Maintain staged table option.
    For more information about IT data marts and maintaining their associated tables, see About the IT Data Mart.
  • Staged Table wizard
    A staged table is a SAS IT Resource Management table that contains data that has been extracted from an input data store and rendered into a form that is suitable for further transformation. It can be created either by the Adapter Setup wizard or by the Staged Table wizard.
    To invoke the Staged Table wizard, open (or create) a job that contains a staging transformation. Right-click the staging transformation and select the Add Staged Tables option. Then select either of the following templates:
    • From Supplied Template
    • From User-Defined Template
    For more information about staged tables, see Working with Staging Transformations.

Wizards Supplied by SAS Data Integration Studio

After you are connected to the server that you want to use, you can access the wizards that SAS Data Integration Studio provides. Click New to display the menu of the SAS Data Integration Studio client.
SAS Data Integration Studio Menu
SAS Data Integration Studio Menu
These wizards can create the new objects that can help you work with your IT performance data. From the menu on the toolbar of the SAS IT Resource Management client, select New to open the wizards, dialog boxes, and windows that create the following objects:
  • Folder
  • Job
  • Table
  • Transformation
  • External File
  • Library
  • Document
  • Note
  • Stored Process
  • IT Resource Management
    Note: This option enables you to access the wizards that the SAS IT Resource Management enhancements to SAS Data Integration Studio provide.
  • Cube
  • OLAP Schema
  • Shared Dimension
Note: Help is available on the pages of these wizards, dialog boxes, and windows.
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