Step 4: Install and Configure SAS

To install and configure SAS Visual Analytics, you use a standard deployment plan. A deployment plan is similar to a recipe that tells the SAS Deployment Wizard how to install your software order.
Later in this topic, you are asked to choose between two standard deployment plans that are labeled SAS Visual Analytics, two machines. The first machine contains the SAS Visual Analytics server tier, middle tier, and clients. The second machine contains administrative clients. These two plans differ only in that one plan is used for a Windows server and middle tier, and the other plan is used for a Linux server and middle tier.
This topic describes how to deploy SAS Visual Analytics on the server and middle tier machine. If you want to deploy on additional client machines, then rerun the deployment wizard on one or more additional machines, making sure to select Step 4: Clients on the Select Deployment Step and Products to Install page.
Note: Actually, these deployment plans can accommodate additional machines if you want to cluster your SAS Metadata Server (Step 2) or your middle tier (Step 3). For more information, see SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR).
To install and configure SAS Visual Analytics on a single machine, follow these steps:
  1. Log on to the machine using the SAS installer account that you created earlier or using an account that is a member of the Windows Administrators group.
  2. Temporarily disable all encryption, anti-virus, anti-malware, anti-spyware, and firewall software. These types of programs can interfere with the deployment process and block files as they are being copied and extracted.
  3. On Windows, start Windows Explorer, and navigate to the highest-level directory in your SAS Software Depot. Right-click setup.exe, and select Run as administrator. On Linux, navigate to the highest-level directory in your SAS Software Depot, and run setup.sh.
    Running setup.exe as an administrator
    Deployment wizard splash screen (first instance)
  4. Choose Language
    • From the drop-down list, select the language that you want the deployment wizard to use when it displays text, and click OK.
    Choose Language dialog box
    Deployment wizard splash screen (second instance)
  5. Select Deployment Task
    • Select Install SAS Software, and click Next.
    Select Deployment Task page
  6. Specify SAS Home
    • If you want to specify a different location where SAS is installed other than the default location, enter this path in SAS Home. Click Next.
      Although your SAS installation directory (which the wizard refers to as SAS Home) and SAS configuration directories can share the same parent directory, one directory cannot reside inside another. Also, the SAS installation directory should not be a directory within your SAS Software Depot.
      CAUTION:
      The directory path for SAS Home cannot contain parentheses. Using parentheses causes SAS Environment Manager scripts to fail.
    Specify SAS Home page
  7. Select Deployment Type
    • Confirm that Perform a Planned Deployment, Install SAS Software, and Configure SAS Software are all selected. Click Next.
    Select Deployment Type page
  8. Specify Deployment Plan
    • Choose Select a standard deployment plan.
    • On Windows, from the drop-down menu, select SAS Visual Analytics, two machines, wx6.
    • On Linux, from the drop-down menu, select SAS Visual Analytics, two machines, lax and wx6. Click Next.
    Specify Deployment Plan page
  9. Select Deployment Step and Products to Install
    • In Deployment Step, make sure that Step 1: Server, Middle Tier, and Clients is selected. Click Next.
    Select Deployment Step and Products to Install page
  10. Specify SAS Installation Data File
    • Click Browse, locate your SAS installation data file, and then click Next.
    Specify SAS Installation Data File page
  11. Select Language Support
    • Click Clear All. (English remains selected as the default language.)
    • Add any additional languages that you want SAS software to support, and then click Next.
    Select Language Support page
  12. Select Regional Settings
    • Accept the default value of English (United States), or select a different language, region, and locale in Language (Region) [Locale]. Click Next.
    Select Regional Settings page
  13. Select Authentication Type (Linux only)
    • Do not change any of the default values displayed on this page. Click Next.
    Select Authentication Type page
  14. Specify Remote Communication Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    Specify Remote Communication Configuration page
    Note: Generally speaking, you should not change any port values unless a port is already used by another application. See your pre-installation checklist for the complete list of ports that SAS Visual Analytics requires. For more information, see Review Your Pre-Installation Checklist.
  15. Checking System
    • Wait while the SAS Deployment Wizard checks your system. When it is finished, click Next.
    Checking System page
  16. Review Required Software
    • Review the list of third-party software that is required for the SAS software that you are installing on the current machine. Click Next.
    Review Required Software page
  17. Specify Software Location
    Specify Software Location page (Python)
  18. Specify Software Location
    Specify Software Location page (Windows PowerShell)
  19. Select Configuration Prompting Level
    • Make sure that Typical is selected, and click Next.
    Select Configuration Prompting Level page
  20. Specify Configuration Information
    • Do not change the default information that is displayed on this page, unless you want the SASConfigdir to reside in a location different folder. Click Next.
    Specify Configuration Information page
  21. Local Machine Name
    • In Fully-qualified Local Host Name, enter the complete name of the local host.
      The fully qualified local host name typically takes the form of the local host name plus the domain name server (for example, MyMachine.example.com).
      Tip
      If you do not know the domain name server used at your site, check with your system administrator.
    • In Short Local Host Name, enter a short host name.
      The short local host name is the abbreviated, more common method of referring to the host, usually only a single word (for example, MyMachine).
    Local Machine Name page
  22. Migration Information
    • Do not select Perform migration. Click Next.
    Migration Information page
  23. Windows Options (Windows only)
    • Do not change any of the default values displayed on this page. Click Next.
    Windows Options page
  24. Windows Shortcuts (Windows only)
    • In Create Windows Shortcuts, make sure that For All Users is selected. Click Next.
    Windows Shortcuts page
  25. Integrated Windows Authentication
    • Do not select Use Integrated Windows authentication, unless your system administrator has already set up Integrated Windows Authentication in your computing environment. Click Next.
    Integrated Windows Authentication page
  26. Token Based Authentication
    • Do not select Use SAS token authentication. Click Next.
    Token Based Authentication page
  27. SAS Metadata Server
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Metadata Server page
  28. SAS Metadata Server: Override Backup Location
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Metadata Server: Override Backup Location page
  29. SAS Metadata Server: Override Service Login Account (Windows only)
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Metadata Server: Override Service Login Account page
  30. Deployment Accounts: Type of Accounts
    • Do not change the default information that is displayed on this page. Click Next.
    Deployment Accounts: Type of Accounts page
  31. External Account: Installer
    • In the relevant fields, enter the user ID and password for the Installer account that you are using to install and configure SAS. (This should be the user account under which you are currently logged on.)
      Prefix the user ID with either the domain or machine name (for example, domain\user-ID or machine-name\user-ID). Click Next.
    External Account: Installer page
  32. Automatic Script Execution (Linux only)
    • Select Run setuid.sh with my ID and password for the deployment wizard to attempt to run the script with the credentials that you provide.
      You see this page on Linux for SAS products that require that you run the setuid.sh script with sudo privileges. If you select this option, you are asked on a subsequent page for the sudo password (if you are deploying a metadata server, you have already provided this information). As it installs your software, the deployment wizard attempts to run the script with the credentials that you provided.
      If you do not select this option, you will have to run setuid.sh manually during installation (and configuration if you have chosen to configure) is complete. Note that setuid.sh must be run as root in order to complete successfully. If you have any concerns with the SAS Deployment Wizard running as root or you do not know the sudo information for the machine that you are installing on, you should not select this option. For more information, see Step 100.
    Automatic Script Execution page
  33. Password for Current ID (Linux only)
    • In Password for Current ID, enter the password for the current user ID.
      On Linux, this page appears if you have indicated on the previous page that you want the SAS Deployment Wizard to run the setuid.sh script via sudo. If you have any concerns about the SAS Deployment Wizard running as root or you do not know the sudo information for the machine on which you are installing, you should go back and change your previous selection.
    • In Confirm Password, re-enter the password.
    Password for Current ID page
  34. SAS Internal Account: Unrestricted Administrator
    • Enter and confirm the password that will be used for an internal sasadm@saspw account.
      Note: Remember and record this password because you will need it in the future.
    • Select Set passwords using the Unrestricted Administrator password if you want to reuse this password for the internal metadata server accounts and SAS Web Infrastructure Data Server accounts during this deployment.
      For more information, see “Reducing the Number of Password Prompts” in the SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR).
    • Click Next.
    SAS Internal Account: Unrestricted Administrator page
  35. SAS Internal Account: Trusted User
    • Enter and confirm the password that will be used for the internal sastrust@saspw account. Click Next.
      Note: Remember this password as you will need it in the future.
    SAS Internal Account: Trusted User page
  36. Anonymous Web Access
    • Make sure that Enable anonymous web access is selected. Click Next.
    Anonymous Web Access page
  37. SAS Internal Account: Anonymous Web User
    • Enter and confirm the password that will be used for an internal webanon@saspw account. Click Next.
      Note: Remember this password as you will need it in the future.
    SAS Internal Account: Anonymous Web User page
  38. SAS Visual Analytics: Allow Guest Access
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics: Allow Guest Access page
  39. External Account: SAS Spawned Servers Account
    • In the relevant fields, enter the user ID and password for the SAS Spawned Servers account.
      Note: Remember this password as you will need it in the future.
      Prefix the user ID with either the domain or machine name (for example, domain\user-ID or machine-name\user-ID). Click Next.
    External Account: SAS Spawned Servers Account page
  40. Deployment Accounts: First User
    • Select Set up a First User Identity. Click Next.
      The SAS First User account, which is often referred to as sasdemo, is used for demonstration purposes. Although it is not required, the SAS First User account can be used to validate your deployment.
    Deployment Accounts: First User page
  41. External Account: First User
    • In External User ID, enter the user ID for the SAS First User account.
      Prefix the user ID with either the domain or machine name (for example, domain\user-ID or machine-name\user-ID). Click Next.
    External Account: First User page
  42. Server Encryption
    • Do not change the default information that is displayed on this page. Click Next.
    Server Encryption page
  43. Estimated System Size
    Estimated System Size page
  44. E-mail Server
    • In Host Name, enter the host name for an SMTP e-mail server at your site. SAS uses this server to send e-mail alerts for system-related issues to an administrator. Click Next.
      Tip
      If you do not know the name of the SMTP e-mail server at your site, check with your system administrator.
    E-mail Server page
  45. E-mail Addresses
    • In Recipient E-mail Address, enter a valid e-mail address that the SAS can use to send e-mail alerts for system-related issues. Click Next.
    E-mail Addresses page
  46. SAS Object Spawner
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Object Spawner page
  47. SAS Object Spawner: Port Bank
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Object Spawner: Port Bank page
  48. SAS Application Server: Server Context
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Application Server: Server Context page
  49. SAS Workspace Server
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Workspace Server page
  50. SAS Pooled Workspace Server
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Pooled Workspace Server page
  51. SAS Stored Process Server
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Stored Process Server page
  52. SAS Stored Process Server: Multibridge Connections
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Stored Process Server: Multibridge Connections page
  53. SAS Web Infrastructure Platform Data Server
    • Enter and confirm a password that SAS will create for the dbmsowner user ID. Click Next.
      Note: Remember this password as you will need it in the future.
    • Do not change the default information that is displayed on this page.
    SAS Web Infrastructure Platform Data Server page
  54. SAS DATA Step Batch Server
    • Do not change the default information that is displayed on this page. Click Next.
    SAS DATA Step Batch Server page
  55. Operating System Services Scheduling Server
    • Do not change the default information that is displayed on this page. Click Next.
    Operating System Services Scheduling Server page
  56. SAS Deployment Tester Server
    • Do not change the default port information that is displayed on this page.
    • In JUnit JAR File, enter the JAR file path (for example, C:\junit\junit-4.8.1.jar) or click Browse to select it. Click Next.
    SAS Deployment Tester Server page
  57. SAS Web Server: Automated or Manual Configuration Option
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Server: Automated or Manual Configuration Option page
  58. SAS Web Server: Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Server: Configuration page
  59. SAS Web Server: Server Process for Handling Responses (Linux only)
    • In User Name, enter the host system user name for the HTTPD response processes. Do not use the numeric user ID.
      On Linux, when the HTTPD listener process is run as root, it forks a set of child processes that handle the requests and respond to the client. For security reasons, these child processes must run with a more limited user ID and group ID.
    • In Group Name, enter the host system group name for the HTTPD response processes. Do not use the numeric group ID.
    SAS Web Server: Server Process for Handling Responses page
  60. SAS Web Application Server: JMS Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Application Server: JMS Configuration page
  61. SAS Web Application Server: Cache Locator Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Application Server: Cache Locator Configuration page
  62. SAS Web Application Server: Server Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Application Server: Server Configuration page
  63. SAS Web Application Server: Server Ports
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Application Server: Server Ports page
  64. Web Applications: Automatic Deployment
    • Do not change the default information that is displayed on this page. Click Next.
    Web Applications: Automatic Deployment page
  65. Scheduling Services Cache Locator
    • Do not change the default information that is displayed on this page. Click Next.
    Scheduling Services Cache Locator page
  66. Scheduling Services DIP JobRunner
    • Do not change the default information that is displayed on this page. Click Next.
    Scheduling Services DIP JobRunner page
  67. Web Applications: White List of Sites Allowed to Link to this SAS Installation
    • In URLs White List, enter a comma-delimited list of additional known hosts and domains to trust in the following form:
      http|https://host[:port]|domain/, ...
      The valid URLs whitelist can include just a list of host names to trust. The valid URLs whitelist can also include wildcards such as '*' for host name and domain.
      Note: The port number must be specified if the whitelisted site uses port numbers other than the standard 80 for HTTP or 443 for HTTPS.
      For example:
      https://myserver:443/,http://example.com
      For security reasons, you must list any host name URLs for any site that could redirect browsers to your solution. This might include corporate sites linking to your solution for reporting purposes or single sign-on servers.
      For example, if https://corporatePortal.company.com/ links to your server, then enter https://corporatePortal.company.com/ as one entry. This field enables you to add additional known hosts and domains to a preset list automatically created by the SAS configuration process.
      For more information, see Configuring the Cross Domain Proxy Servlet through a Whitelist in SAS Intelligence Platform: Middle-Tier Administration Guide.
    • Select Enter advanced options for URL white list handling to display an additional page in which you can specify advanced options for the filter.
    Web Applications: White List of Sites Allowed to Link to this SAS Installation page
  68. SAS Web Application Themes
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Application Themes page
  69. IP Multicast Version (Linux only)
    • Do not change the default information that is displayed on this page. Click Next.
    IP Multicast Version page
  70. IP Multicast
    • Do not change the default information that is displayed on this page. Click Next.
    IP Multicast page
  71. SAS Content Server: Repository Directory
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Content Server: Repository Directory page
  72. SAS Web Infrastructure Platform Database: JDBC Properties
    • Enter and confirm a password that SAS will create for the SharedServices user ID. Click Next.
      Note: Remember this password as you will need it in the future.
    SAS Web Infrastructure Platform Database: JDBC Properties page
  73. SAS Web Infrastructure Platform Database: JDBC Driver Validation
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Web Infrastructure Platform Database: JDBC Driver Validation page
  74. SAS Environment Manager: Administration Database Configuration
    • Enter and confirm a password that SAS will create for the adminowner user ID. Click Next.
      Note: Remember this password as you will need it in the future.
    • Do not change the default user ID information that is displayed on this page.
    SAS Environment Manager: Administration Database Configuration page
  75. SAS Internal Account: SAS Environment Manager Service Account
    • Enter and confirm a password that SAS will create for the SAS Environment Manager service account (sasevs@saspw). Click Next.
      Note: Remember this password as you will need it in the future.
      The password must contain at least six characters. Make sure that you enter the same password that was specified in any previous SAS Environment Manager configuration prompts.
    SAS Internal Account: SAS Environment Manager Service Account page
  76. SAS Environment Manager: Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Environment Manager: Configuration page
  77. SAS Environment Manager: Database Configuration
    • Enter and confirm a password and an encryption passphrase that the deployment wizard will use when creating credentials for the EVManager user ID. Click Next.
      Note: Remember this password and passphrase as you will need them in the future.
      The password must contain at least six characters.
      The passphrase must be at least eight characters long and can contain letters and numbers only.
    • Do not change the user ID information that is displayed on this page.
    SAS Environment Manager: Database Configuration page
  78. SAS Environment Manager Agent Configuration
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Environment Manager Agent Configuration page
  79. SAS Environment Manager Enablement Kit Database Credentials
    • Enter and confirm a password that SAS will create for the default SAS Environment Manager Enablement Kit user ID. Click Next.
      Note: Remember this password as you will need it in the future.
    • Do not change the user ID information that is displayed on this page.
    SAS Environment Manager Enablement Kit Database Credentials page
  80. SAS Flex Application Themes
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Flex Application Themes page
  81. SAS Visual Analytics Data Provider
    • This configuration page appears only when your SAS order also contains a license for the distributed SAS LASR Analytic Server.
    • In SAS Visual Analytics High-Performance Data Provider, select Non-distributed LASR, and click Next.
    SAS Visual Analytics Data Provider page
  82. SAS Visual Analytics High-Performance Configuration Information
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics High-Performance Configuration Information page
  83. SAS Visual Analytics Public Data Provider
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics Public Data Provider page
  84. SAS Visual Analytics Public Data Library Information
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics Public Data Library Information page
  85. SAS Visual Analytics AutoLoad Location
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics AutoLoad Location page
  86. SAS Visual Analytics: SAS LASR Analytic Server Library
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics: SAS LASR Analytic Server Library page
  87. SAS Visual Analytics: Public LASR Libraries
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics Administrator: Public LASR Libraries page
  88. SAS Visual Analytics Services Database Credentials
    • Enter and confirm the password to be used for the vatadm account. Click Next.
      Note: Remember this password as you will need it in the future.
    • Do not change the user ID information that is displayed on this page.
    SAS Visual Analytics Services Database Credentials page
  89. SAS Visual Analytics Transport Service: Whitelist Mobile Devices
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics Transport Service: Whitelist Mobile Devices page
  90. SAS Visual Analytics: Protocol for OpenStreetMap Server
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics Protocol for OpenStreetMap Server page
  91. SAS Visual Analytics Sample Reports
    • Click Next.
    SAS Visual Analytics Sample Reports page
  92. SAS Visual Analytics: Configure ArcGIS Server
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Visual Analytics: Configure ArcGIS Server page
  93. SAS Visual Analytics: Access to Geo Map Server URLs
    • Do not change the default information that is displayed on this page. Click Next.
    SAS Visual Analytics: Access to Geo Map Server URLs page
  94. SAS Visual Data Builder Database Credentials
    • Enter and confirm the password to be used for the vdbadm account. Click Next.
      Note: Remember this password as you will need it in the future.
    • Do not change the user ID information that is displayed on this page.
    SAS Visual Data Builder Database Credentials page
  95. SAS Information Retrieval Studio Port Numbers
    • Do not change any of the default values displayed on this page. Click Next.
    SAS Information Retrieval Studio page
  96. Search Interface to SAS Content Feeder Configuration
    • Do not change any of the default values displayed on this page. Click Next.
    Search Interface to SAS Content Feeder Configuration page
  97. SAS Internal Account: Search Interface to SAS Content User
    • Enter and confirm a metadata password for the internal user account (sassearch@saspw) that permits access to SAS content that is provided to SAS Information Retrieval Studio for indexing. The password must contain at least six characters. Click Next.
      Note: Remember this password as you will need it in the future.
    SAS Internal Account: Search Interface to SAS Content User page
  98. SAS Deployment Backup and Recovery Tool: Enable Central Vault
    • Do not change the default information that is displayed on this page. Click Next.
    Tip
    If you are deploying a SAS solution, you should refer to your solution-specific documentation to complete your deployment.
    SAS Deployment Backup and Recovery Tool: Enable Central Vault page
  99. Deployment Summary
    • Make one of the following choices:
      • Click Start to begin installing SAS files and writing the configuration to the current machine.
        The deployment wizard launches the installation and configuration process and provides an ongoing status update.
      • Click Back to navigate to earlier wizard pages to change installation and configuration information previously entered.
      • Click Cancel to terminate the wizard session. Note that you will lose installation and configuration information previously entered.
      CAUTION:
      If you encounter a situation in which the deployment wizard reports a configuration failure, leave the error message displayed and do not continue. Consult additional documentation and, if necessary, contact SAS Technical Support. Moving past an error most often results in having to delete your deployment and start over.
      On Linux, when you are installing the server tier, you will be instructed to run a script as root. As the message in the installation program explains, certain SAS products and features use functionality that requires SAS to check user ID authentication and file access authorizations. This, in turn, necessitates that certain files within your SAS installation have setuid permissions and be owned by root.
      On Windows, the deployment wizard checks to make sure that your machine contains the minimum system requirements necessary to run SAS 9.4. Sometimes it is necessary to reboot your machine after the wizard has installed certain system components. When this occurs, after you log back on to the machine, the wizard continues to the next configuration step in your SAS deployment process.
    Deployment Summary page
    Deployment in Progress page screen (second instance)
  100. Insufficient Permissions (Linux only)
    • Keeping this dialog box displayed, run the setuid.sh script as root, and then click Retry.
    • You will not see this dialog box if you chose earlier to run setuid.sh as sudo using your password. For more information, see Step 32.
    Insufficient Permissions dialog box
  101. Deployment Complete
    • Green check marks next to every item on this page indicate that your deployment completed successfully. Click Next.
    • If your deployment was successful, then you are ready to perform the post-deployment steps that are documented in Step 5: Perform Post-Deployment Steps.
    • If you received errors during your deployment, then contact SAS Technical Support at mailto:support@sas.com. Attach to your e-mail the files listed in Review SAS Deployment Tool Documents, Reports, and Logs in SAS Intelligence Platform: Installation and Configuration Guide.
    Deployment Complete page
  102. Additional Resources
    • Click Finish to close the SAS Deployment Wizard.
    Additional Resources page
  103. Configuration Guidelines and Details
    • To complete your SAS deployment, review Configuration Guidelines and Details and perform the steps listed.
      Configuration Guidelines and Details (Instructions.html) is automatically generated by the deployment wizard and has post-installation steps specific to your SAS order that you must perform.
    Configuration Guidelines and Details page
Last updated: September 19, 2017