Features of the SAS IT Resource Management Client

Trees facilitate how you work with SAS IT Resource Management. They provide you with easy access to the folders, transformations, and metadata objects that are registered with the SAS Metadata Server. In addition to the Folders, Inventory, and Transformations trees that are provided by SAS Data Integration Studio, the SAS IT Resource Management client provides the IT Data Marts tree.

You can change how the trees appear in the left panel of the desktop. To do so, select one of the options from the drop-down list. These options enable you to move the tree up, down, to the right, or to the left in the left panel.

The IT Data Marts tree displays the IT data marts that can be accessed by the current connection profile. IT data marts contain the metadata for the jobs, libraries, tables, information maps, and other elements that support the ETL processes and reporting of IT resource data. As such, the IT Data Marts tree is the primary starting point for most of the SAS IT Resource Management processes. For best results, perform your IT resource management tasks from within this tree.

The Folders tree organizes metadata into folders that are shared across a number of SAS applications. My Folder and Shared Data are the folders that you use most of the time. The following folders are supplied by default:

The Inventory tree displays metadata for objects that are registered on the current metadata server, such as tables and libraries. Metadata in this tree can be stored in folders that group metadata by type, such as Table, Library, Job, Information Map, and so on.

The Transformations tree displays transformations that can be dragged and dropped onto the process flow diagrams of SAS Data Integration Studio jobs. SAS IT Resource Management provides the SAS IT Resource Management folder that contains the Aggregation, Exception, Information Map, and Performance Report transformations. In addition, this folder contains the staging transformations for each of the adapters supported by SAS IT Resource Management, as well as a staging transformation for user-written adapters.

The transformation's Properties dialog box enables you to view or update the metadata for a transformation in a SAS Data Integration Studio job. One way to display this dialog box is to open a job on the Diagram tab of the Job Editor window. Then, right-click a transformation on the Diagram tab, and click Properties in the pop-up menu. The Property dialog box for most transformations has one or more tabs that are unique to that transformation. The following table describes the purpose of the common tabs for a transformation. For more information about each tab, see the Help for that tab.

The Basic Properties pane displays the basic properties of an object that is selected in a tree view. The Basic Properties pane is an optional pane that can appear on the left side of the desktop. To display or hide this pane, select or deselect ViewBasic Properties from the menu bar.

The Checkouts tree displays metadata that has been checked out for update, as well as any new metadata that has not been checked in. The metadata appears automatically when you are working under the change management function of SAS Data Integration Studio.

The Job Editor window enables you to create, maintain, and troubleshoot SAS IT Resource Management jobs. To display this window, right-click a job in the tree view and select Open. The following display shows a sample Job Editor window. This window contains the process flow diagram (PFD). (The process flow diagram consists of the tables and transformations that are the components of the job.)

To open an existing job in the Job Editor window, navigate to the folder where it is located and double-click it. To create a new job, from the menu bar select NewJob. In order to maintain unique job names within the repository, the name of the new job is a concatenation of "New Job" and a five-digit number. (An example of this convention is "New Job 28424".)

The job opens in the Job Editor window. In the Job Editor window, you can add, delete, and modify the transformations and tables of a job.

The following table describes the main tabs in the Job Editor window.

Use the Details pane to monitor and debug a job in the Job Editor window. To open this pane, select ViewDetails from the desktop.

Use the Runtime Manager pane to display the run-time status of the current job, the last time the job was executed in the current session, and the SAS Application Server that was used to execute the job. This information is available as long as the job is active. To open this pane, select ViewRuntime Manager from the desktop.

The job’s Properties dialog box enables you to view or update the metadata for a SAS Data Integration Studio job. One way to display this dialog box is to right-click a job in the IT Data Marts tree, Folders tree, or Inventory tree. Then, click Properties in the menu that appears. The following table describes the purpose of each tab in a job's Properties dialog box. For more information about each tab, see the Help for that tab.

The table's Properties dialog box enables you to view or update the metadata for the table. One way to display this window is to right-click a table in the Folders tree or the Job Editor window and click Properties. The next table describes the purpose of each tab in a table's Properties dialog box. For more information about each tab, see the Help for that tab.