Working with Metadata

where SAS servers are deployed and how they are configured

the location of the physical SAS data and how to access it

the attributes of the data, such as types, formats, and dimensions of the tables that contain the data

the specifications for processes and jobs, such as ETL processes

security details, such as credentials, user identities, groups, and roles

SAS Management Console: creates and maintains metadata that describes the attributes of SAS servers that are used by SAS IT Resource Management. For example, it describes where the servers are deployed and how they are configured. The metadata also maintains lists of authorized users, their permissions, their account information, and more.

SAS IT Resource Management client: creates and maintains metadata that describes the attributes of the data that is used by SAS IT Resource Management. For example, it describes the tables of staged or aggregated data, the definitions of the columns within those tables, the jobs, the libraries, and the transformations that make up the data management component of SAS IT Resource Management.

SAS Enterprise Guide: uses metadata that describes the servers, users, libraries, information maps, and information map filters for reporting with SAS Enterprise Guide.

SAS Add-In for Microsoft Office: uses metadata that describes the servers, users, and the IT data mart to reference and use IT Resource Management data in Microsoft Office tools.

SAS Web Report Studio: creates and maintains metadata for web-based reports, and uses other metadata created and maintained by other SAS clients.

SAS Visual Analytics Administration and Reporting: Uses metadata that describes the servers, users, and the IT data mart to reference and use IT Resource Management data in SAS Visual Analytics.

The SAS IT Resource Management folder under the Products folder and the Shared Data folder contain the metadata for the IT template tables of the supported adapters and the IT formulas. The original versions of these objects are stored in the Products folder and they cannot be changed. Objects in the Shared Data folder can be changed.

The SAS IT Resource Management folder of the Shared Data folder contains the metadata for the 3.7 IT report and exception definitions, IT data marts, and the IT formulas. This metadata can be changed, although changing the IT report definitions is not recommended. (If you need to change an IT report definition, copy it first and change the copy, not the supplied definition.)

The SAS IT Resource Management folder of the Transformations tree contains the aggregation, exception, information map, performance report staging, and user-written staging transformations. These transformations can be dragged and dropped onto the process flow diagram of a job and further specified as needed.