Summary of Setup Steps (IOM Bridge)

To set up a server that is configured with an IOM Bridge connection:

1. Install SAS 9.1 (including SAS Integration Technologies) on the server machine. Refer to the SAS documentation for the details about this procedure.

2. Plan your users, groups, and logins for security. For details, see the appropriate topics in the Security section.

3. Set up and start your SAS Metadata Server. In addition, you must connect to the SAS Metadata Server and register a SAS Metadata Repository.

4. Create the necessary definitions (on the SAS Metadata Server) for servers, spawners, users, groups, logins, pooled logical servers, and load-balancing logical servers. (For SAS Workspace Servers, optionally set up load balancing or pooling. For SAS Stored Process Servers, set up load balancing and create MultiBridge connections.)

   Note: You do not need to create a server definition for a SAS Metadata Server unless it is required for a replication or promotion job definition. See the SAS Management Console User's Guide for detailed instructions about how to promote and replicate repositories.

   For planning details, see Planning the Configuration Metadata and its related sections.

   For details about using SAS Management Console to create the metadata, see Creating the Metadata with SAS Management Console.

5. Depending on whether you are using a spawner, start the server as follows:

   Note: You must start the SAS Metadata Server that contains your SAS Metadata Repository before you attempt to start any other IOM servers.

   • If you are using a spawner (required for SAS Workspace Servers and SAS Stored Process Servers), create the metadata configuration file that contains information for accessing the SAS Metadata Server. (Ensure that you have planned for the appropriate login information to specify in the metadata configuration file. For details, see Planning the Spawner Security.) For details about generating the metadata configuration file, see Metadata Configuration File.

     If you are using a z/OS server, refer to Configuring and Starting the Object Spawner on z/OS.

     If you are not using a z/OS server, launch the spawner. Refer to Invoking (Starting) the Spawner for examples and special security considerations. The command syntax varies based on the server platform:
     • If you are using a Windows server, refer to Starting the Spawner on Windows.
     • If you are using a UNIX server, refer to Starting the Spawner on UNIX.
     • If you are using a VMS server, refer to Starting the Spawner on VMS.

     For all platforms, refer to the list of Spawner Invocation Options.

   • If you are not using a spawner (for OLAP servers and other SAS Metadata Servers), create a startup command for the server. In addition, you might want to start the server as a service. For details, see Starting Servers.

6. For SAS Workspace Servers and SAS Stored Process Servers, test the server connection.

7. Install the necessary components on each client machine.

   • For Windows Clients:

     • Install the SAS Integration Technologies software for Windows clients. For instructions, refer to Developing Windows Clients in the SAS Integration Technologies: Developer's Guide.

   • For Java Clients:

     • Install the SAS Integration Technologies software for Java clients. For instructions, refer to Developing Java Clients in the SAS Integration Technologies: Developer's Guide.

     • If you are using the Java Connection Factory interface of SAS Integration Technologies 9.1 and not using a SAS Metadata Server, you must also create a server definition in com.sas.services.connection.BridgeServer. This is necessary in order to obtain a reference to an IOM object, such as a workspace. Refer to Creating a Server Object with Java for an example. For more information, see Using the Java Connection Factory in the SAS Integration Technologies: Developer's Guide.

This completes the basic configuration steps that are necessary to do client development on a Windows or Java platform. For information about developing applications that access servers using IOM Bridge connections, refer to Developing Java Clients and Developing Windows Clients in the SAS Integration Technologies: Developer's Guide.