Working with SAS Enterprise Guide :: SAS(R) IT Resource Management 3.7: Administrator's Guide

About Working with SAS Enterprise Guide

SAS Enterprise Guide is the primary reporting vehicle for SAS IT Resource Management. The data administrator uses the functions of SAS Enterprise Guide in order to perform the following tasks:

Set up SAS Enterprise Guide so that it can work with SAS IT Resource Management data.
Migrate SAS Enterprise Guide projects so that they can work with your SAS IT Resource Management 3.7 IT data marts, in which you created the report data.

Setting Up SAS Enterprise Guide for SAS IT Resource Management Data

In order to work with the data from SAS IT Resource Management, SAS Enterprise Guide needs to access the SAS Metadata Repository. To access a SAS Metadata Repository for use by SAS Enterprise Guide, perform the following steps:

Invoke SAS Enterprise Guide. To do so, select StartProgramsSASEnterprise Guide.
From the menu bar, select ToolsOptions. The Options dialog box appears.
From the list in the left pane of the Options dialog box, select Administration.

Administration Window of the Options Dialog Box
If you want to create a profile or change your profile, click Modify, which opens the Connections window. Select the profile that you want to change and click Modify.
The Modify Profile window appears and enables you to create or revise the profile. Enter or revise the following information.
1. The name of the profile is required. The description is optional.
2. Specify whether the machine is remote or local by clicking the appropriate button.
3. Enter the machine and port number of the server that you want to connect to. (If you selected Local, the machine name is automatically set to localhost.)
4. Enter the user ID and password for the person who can access this server.
5. Click Save to save all specified values and close the window, or Cancel to discard all values and close the window.
To connect to the server, select the appropriate profile and click Set active. The active server is the source for all resource definitions (such as servers and libraries).

If the Credentials Required dialog box appears, enter your user ID and password and click OK.

The selected repository is identified by the active repository icon: .
Click Close to return to the Administration window.
Click OK to return to the main SAS Enterprise Guide workspace.

For information, see Administering SAS Enterprise Guide. To locate this documentation, navigate to http://support.sas.com/documentation/index.html. From the list of products (in Product Index A-Z), select the SAS Enterprise Guide.

Retaining SAS IT Resource Management Options

SAS IT Resource Management options for SAS Enterprise Guide are stored in a file called EGOptions.xml. When SAS Enterprise Guide is installed as part of an SAS IT Resource Management installation plan, the SAS IT Resource Management version of EGOptions.xml is placed in the SAS Enterprise Guide root folder.

If you are invoking SAS Enterprise Guide for the first time, the options in this file are automatically merged with the default options that are supplied with SAS Enterprise Guide. At any time, you can reset your options by clicking on the Reset All button in your SAS Enterprise Guide Options window. This action causes the SAS IT Resource Management options in this EGOptions.xml file to be merged with the default options of SAS Enterprise Guide.

Migrating SAS Enterprise Guide Projects to Work with SAS IT Resource Management 3.2 and Later

About the Migration Wizard

The Migration Wizard for SAS Enterprise Guide enables you to upgrade report projects that are created with earlier versions of SAS IT Resource Management and SAS Enterprise Guide. The upgraded version can then be used with your current version of SAS IT Resource Management and SAS Enterprise Guide.

SAS Enterprise Guide projects supplied by SAS IT Resource Management, and typically those created for use with SAS IT Resource Management, use information maps in the report projects. Therefore, you must change the map paths of the supplied information maps to point to the information maps that you created with the Adapter Setup wizard. The easiest way to change the map paths is to use the Migration Wizard for SAS Enterprise Guide.

For more information, see “Migrating SAS Enterprise Guide Projects to Work with SAS IT Resource Management 3.7” in Chapter 6, “Working with Supplied SAS Enterprise Guide Projects” in SAS IT Resource Management 3.7: Reporting Guide.