SAS 9.

4 Intelligence
®

Platform
Data Administration Guide
Fifth Edition

SAS® Documentation
The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2015. SAS® 9.4 Intelligence Platform: Data
Administration Guide, Fifth Edition. Cary, NC: SAS Institute Inc.
SAS® 9.4 Intelligence Platform: Data Administration Guide, Fifth Edition
Copyright © 2015, SAS Institute Inc., Cary, NC, USA

All rights reserved. Produced in the United States of America.

For a hard-copy book: No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any
form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written permission of the
publisher, SAS Institute Inc.
For a web download or e-book: Your use of this publication shall be governed by the terms established by the vendor at
the time you acquire this publication.
The scanning, uploading, and distribution of this book via the Internet or any other means without the permission of the
publisher is illegal and punishable by law. Please purchase only authorized electronic editions and do not participate in or
encourage electronic piracy of copyrighted materials. Your support of others' rights is appreciated.
U.S. Government License Rights; Restricted Rights: The Software and its documentation is commercial computer
software developed at private expense and is provided with RESTRICTED RIGHTS to the United States Government. Use,
duplication or disclosure of the Software by the United States Government is subject to the license terms of this Agreement
pursuant to, as applicable, FAR 12.212, DFAR 227.7202-1(a), DFAR 227.7202-3(a) and DFAR 227.7202-4 and, to the extent
required under U.S. federal law, the minimum restricted rights as set out in FAR 52.227-19 (DEC 2007). If FAR 52.227-19 is
applicable, this provision serves as notice under clause (c) thereof and no other notice is required to be affixed to the
Software or documentation. The Government's rights in Software and documentation shall be only those set forth in this
Agreement.
SAS Institute Inc., SAS Campus Drive, Cary, North Carolina 27513-2414.
August 2015
SAS® and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute
Inc. in the USA and other countries. ® indicates USA registration.
Other brand and product names are trademarks of their respective companies.
Contents

What’s New in Data Administration for the SAS 9.4 Intelligence

Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Chapter 1 • Overview of Common Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Hadoop Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
SAS Data Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Shared Access to SAS Data Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Local and Remote Access to Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
External Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
XML Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Message Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Relational Database Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
SAS Scalable Performance Data Server and SAS
Scalable Performance Data Engine . . . . . . . . . . . . . . . . . . . . . . . 14
SAS Data Surveyors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Change Data Capture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
DataFlux Data Management Server and SAS Data Quality Server . 21

Chapter 2 • Managing Table Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Overview of Managing Table Metadata . . . . . . . . . . . . . . . . . . . . . . . 24
Creating Table Metadata for a New Library . . . . . . . . . . . . . . . . . . . 25
Assessing Potential Changes in Advance . . . . . . . . . . . . . . . . . . . . 26
Updating Your Table Metadata to Match Data in Your
Physical Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using the Localize Table Batch Tool . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 3 • Assigning Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

What Does It Mean to Assign a Library? . . . . . . . . . . . . . . . . . . . . . 44
How Do the Different Platform Clients Assign Libraries? . . . . . . . . . 45
Understanding Pre-Assigned Libraries . . . . . . . . . . . . . . . . . . . . . . . 47
iv Contents

Understanding Native Engines and the Metadata

LIBNAME Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Considerations for SAS Stored Process and SAS
Pooled Workspace Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Pre-assigning a Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Verifying Pre-assignments By Reviewing the Logs . . . . . . . . . . . . . . 59
Limiting Access to Selected Libraries . . . . . . . . . . . . . . . . . . . . . . . . 60

Chapter 4 • Connecting to Common Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Overview of Connecting to Common Data Sources . . . . . . . . . . . . . 67
Overview of SAS/ACCESS Connections to Relational Databases . . 68
Using the Folders Tab in SAS Management Console . . . . . . . . . . . . 72
Establishing Connectivity to a Library of SAS Data Sets . . . . . . . . . 72
Establishing Shared Access to SAS Data Sets . . . . . . . . . . . . . . . . 78
Establishing Connectivity to a Microsoft Excel File . . . . . . . . . . . . . . 81
Establishing Connectivity to a Flat File . . . . . . . . . . . . . . . . . . . . . . . 83
Establishing Connectivity to XML Data . . . . . . . . . . . . . . . . . . . . . . . 87
Establishing Connectivity to a SAS Information Map . . . . . . . . . . . . 88
Establishing Connectivity to an ODBC Database
Using Microsoft Windows NT Authentication . . . . . . . . . . . . . . . . 92
Establishing Connectivity to an OLE DB Database
Using Microsoft Windows NT Authentication . . . . . . . . . . . . . . . 100
Establishing Connectivity to a Teradata Database . . . . . . . . . . . . . 108
Establishing Connectivity to an Oracle Database . . . . . . . . . . . . . . 114
Establishing Connectivity to a Microsoft Access
Database By Using ODBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Establishing Connectivity to a SAS Federation Server . . . . . . . . . . 124
Establishing Connectivity to a SAS Scalable
Performance Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Establishing Connectivity to an SAP Server . . . . . . . . . . . . . . . . . . 134
Establishing Connectivity to an SAP HANA Server . . . . . . . . . . . . 139
Establishing Connectivity to an Impala Server . . . . . . . . . . . . . . . . 144
Establishing Connectivity to Hadoop . . . . . . . . . . . . . . . . . . . . . . . 148
Establishing Connectivity to a SAS LASR Analytic Server . . . . . . . 157
Establishing Connectivity to a SASHDAT Library . . . . . . . . . . . . . . 167
 Contents v

Registering and Verifying Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Read-only Access for Reporting Libraries . . . . . . . . . . . . . . . . . . . 173
Setting UNIX Environment Variables for SAS/ACCESS . . . . . . . . . 174
Troubleshooting SAS/ACCESS Connections to
Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Chapter 5 • Optimizing Data Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Overview of Optimizing Data Storage . . . . . . . . . . . . . . . . . . . . . . . 178
Compressing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Indexing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Buffering Data for Base SAS Tables . . . . . . . . . . . . . . . . . . . . . . . . 187
Buffering Data for SAS/ACCESS Databases . . . . . . . . . . . . . . . . . 189
Using Threaded Reads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Validating SAS Scalable Performance Data Engine
Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Setting SAS LIBNAME Options That Affect
Performance of SAS Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Setting SAS LIBNAME Options That Affect
Performance of SAS/ACCESS Databases . . . . . . . . . . . . . . . . . 193
Setting SAS LIBNAME Options That Affect
Performance of SAS SPD Engine Tables . . . . . . . . . . . . . . . . . . 197
SAS Grid Computing Data Considerations . . . . . . . . . . . . . . . . . . . 200
Application Response Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Chapter 6 • Managing OLAP Cube Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Introduction to Managing OLAP Cube Data . . . . . . . . . . . . . . . . . . 204
Data Storage and Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Exporting and Importing Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
About OLAP Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Create or Assign an OLAP Schema . . . . . . . . . . . . . . . . . . . . . . . . 206
Building a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Making Detail Data Available to a Cube for Drill-Through . . . . . . . 210
Making Detail Data Available to an OLAP Server for Drill-Through 212
vi Contents

Making Detail Data Available to an Information Map

for Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Display Detail Data for a Large Cube . . . . . . . . . . . . . . . . . . . . . . . 215

Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
 vii

Whatʼs New
What’s New in Data Administration for
the SAS 9.4 Intelligence Platform

Overview

This document focuses on the SAS Intelligence Platform and establishing connectivity
to your data sources (and data targets). Here are the changes and enhancements:
n integration of SAS with the DataFlux suite
n support for limiting access to libraries
n new localize table batch tool
n discontinued support for SAS Data Surveyor products
n support for on-disk AES encryption
n documentation enhancements
viii Data Administration

Integration of SAS with the DataFlux

Suite
SAS has now fully integrated the DataFlux suite of data quality, data integration, data
governance, and master data management solutions. Incorporating the DataFlux brand
into SAS helps you build a more integrated information management approach.

Instead of being licensed separately, DataFlux products are now being combined into
SAS software offerings that include other SAS products as well. For example, the SAS
Data Management Advanced offering includes Base SAS and the SAS Metadata Server
as well as DataFlux Data Management Studio and Data Management Server. These
new offerings replace the current SAS Enterprise Data Integration Server offering and
enable customers to choose from a broader array of data management products.
Some DataFlux products are changing their names to SAS, and others will in the future.
In SAS 9.4, DataFlux Federation Server is now SAS Federation Server, and DataFlux
qMDM Solution is now SAS MDM.

Support for Limiting Access to Libraries

In the first maintenance release for SAS 9.4, you can limit the scope and activities of a
SAS server by putting it in a locked-down state. The locked-down SAS server can
access only specified directories and files.

New Localize Table Batch Tool

The localize table batch tool creates or modifies localization metadata for data tables.
There are three locale models:
n row per locale
 Support for On-disk AES Encryption ix

n table per locale

n master/detail tables

Discontinued Support for SAS Data

Surveyor Products
Starting with SAS 9.4, the following products are no longer supported:
n SAS Data Surveyor for Siebel
n SAS Data Surveyor for Salesforce.com
n SAS Data Surveyor for Oracle Applications
n SAS Data Surveyor for Clickstream Data
These products continue to be supported in SAS 9.3 and SAS 9.2.

Support for On-disk AES Encryption

In the second quarter of 2015, the ability to enable on-disk AES encryption for libraries
on a Hadoop server was added to the SAS Management Console. You can enable or
disable encryption on individual library definitions. You can also specify that the library
definitions on this server inherit this encryption setting.
x Data Administration

Documentation Enhancements

Third Maintenance Release for SAS 9.4:

Changes and Enhancements
In the third maintenance release for SAS 9.4, the following new sections were added:
n Hadoop Data
n Establishing Connectivity to an Impala Server

In the third maintenance release for SAS 9.4, if SAS Visual Analytics is part of your
deployment, you can create and maintain SAS LASR Analytic Servers and SAS LASR
Analytic Server libraries using the SAS Environment Manager. The following sections
were added:
n Stage 1: Register a SAS LASR Analytic Server Using SAS Environment Manager
n Stage 2: Register a SAS LASR Analytic Server Library Using SAS Environment
Manager
n Register the Base SAS Library Using SAS Environment Manager
n Create a SAS/SHARE Remote Engine Library Using SAS Environment Manager

Second Maintenance Release for SAS 9.4:

Changes and Enhancements
In the second maintenance release for SAS 9.4, the following sections were added:
n Establishing Connectivity to an ODBC Database Using Microsoft Windows NT
Authentication
n Establishing Connectivity to an OLEDB Database Using Microsoft Windows NT
Authentication
 Second Maintenance Release for SAS 9.4: Changes and Enhancements xi

n Establishing Connectivity to a Teradata Database

n Establishing Connectivity to a SAS LASR Analytic Server
n Establishing Connectivity to a SASHDAT Library

Generic instructions for using the User Manager plug-in within the SAS Management
Console were added:
n Define the DBMS User
n Define the DBMS User Group

Starting in the second maintenance release for SAS 9.4, a new support site for Hadoop
was added to the SAS Third-Party Software Reference site: http://support.sas.com/
resources/thirdpartysupport/v94/hadoop/.
xii Data Administration
 xiii

Accessibility

For information about the accessibility of any of the products mentioned in this
document, see the usage documentation for that product.
xiv Data Administration
 1

1
Overview of Common Data Sources

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Hadoop Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

SAS Data Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Shared Access to SAS Data Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Local and Remote Access to Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

External Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

XML Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Message Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Relational Database Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SAS/ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ODBC Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

SAS Scalable Performance Data Server and SAS

Scalable Performance Data Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Overview of SAS Scalable Performance Data
Server and SAS Scalable Performance Data Engine . . . . . . . . . . . 14
Symmetric Multiprocessing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Dynamic Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

SAS Data Surveyors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Data Surveyor for SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
2 Chapter 1 / Overview of Common Data Sources

Other SAS Data Surveyors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Change Data Capture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

DataFlux Data Management Server and SAS

Data Quality Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Overview
This chapter describes the features of the most common data sources that you
encounter as you perform administrative tasks. In addition, a simple diagram is provided
for each data source that shows how the data flows as connections are established
between source storage, SAS engines and servers, and SAS applications.

Hadoop Data
Hadoop is an open-source software framework that provides distributed storage and
processing of large amounts of data. The data is divided into blocks and stored across
multiple connected nodes (computers) that work together. These connected nodes form
a cluster. The Hadoop Distributed File System (HDFS) provides distributed data storage
and processing. HiveServer2 is a distributed data warehouse component that is built on
top of HDFS. HiveServer2 includes the SQL query language HiveQL.

Several SAS products access Hadoop data:

n SAS/ACCESS Interface to Hadoop enables you to access Hadoop data through
HiveServer2 and from HDFS as if the data were native SAS data sets.
n SAS Scalable Performance Data (SPD) Engine is a Base SAS engine that enables
you to interact with Hadoop through HDFS. You can write data, retrieve data for
analysis, and perform administrative functions.
n SAS LASR Analytic Server is a scalable, analytic platform that provides a secure,
multi-user environment for concurrent access to in-memory data. The SASHDAT
engine adds and deletes SASHDAT files in HDFS.
 SAS Data Sets 3

n SAS Scalable Performance Data (SPD) Server stores and accesses SPD Server
tables in HDFS.

For more information, see the following:

n “Establishing Connectivity to Hadoop” on page 148
n “Establishing Connectivity to a SAS LASR Analytic Server” on page 157
n “SAS Scalable Performance Data Server and SAS Scalable Performance Data
Engine” on page 14
n “Establishing Connectivity to a SASHDAT Library” on page 167

SAS Data Sets

SAS data sets (tables) are the default SAS storage format. You can use them to store
data of any granularity. A SAS table is a SAS file stored in a SAS library that SAS
creates and processes. A SAS table contains data values that are organized as a table
of observations (rows) and variables (columns) that can be processed by SAS software.
A SAS table also contains descriptor information such as the data types and lengths of
the columns, as well as which engine was used to create the data. For more information
about using default SAS storage, see SAS Language Reference: Concepts and SAS
Data Set Options: Reference. The following figure shows how connectivity to SAS data
sets is configured.
4 Chapter 1 / Overview of Common Data Sources

Figure 1.1 Establishing Connectivity to SAS Data Sets

SAS Data
Workspace Server
Integration Studio

Base SAS Engine Library of

SAS Data Sets

Client SAS Application Server Data (Local or Remote)

For a detailed example of a SAS data set connection, see “Establishing Connectivity to
a Library of SAS Data Sets” on page 72.

Shared Access to SAS Data Sets

SAS/SHARE software provides concurrent Update access to SAS files for multiple
users. SAS/SHARE is often required for transaction-oriented applications where
multiple users need to update the same SAS data sets at the same time. Data entry
applications where multiple users are entering data to the same data set are a good
example of this type of usage. SAS/SHARE software provides both member-level
locking and record-level locking. Therefore, two or more users can update different
observations within the same data set, and other users can print reports from the same
data set.

SAS/SHARE supports multi-user Read and Write access to both SAS data files and
SAS catalogs. Multi-user access to SAS catalogs simplifies the maintenance of
applications by allowing users and developers to share the same program libraries.
Users can execute applications at the same time that developers update the source
programs.

SAS/SHARE software also acts as a data server that delivers data to users for their
processing needs. This capability provides data administrators both a centralized point
 Local and Remote Access to Data 5

of control for their data and a secure environment to control who accesses the data.
SAS/SHARE is also designed to be a reliable data server that functions as long as the
system that the server is running on is operational.

Finally, SAS/SHARE enables you use SAS software to define views of your data. This
allows administrators to restrict certain users to subsets of data for security or efficiency
purposes. Access to rows and columns in SAS tables can be defined using this
technique. The following figure shows shared access to SAS data sets. Note that the
data server in the figure can be a different operating system and architecture from the
SAS Application Server, if the site is licensed for that configuration.

Figure 1.2 Establishing Shared Access to SAS Data Sets

SAS Data SAS/SHARE

Workspace Server
Integration Studio Server

SAS/SHARE
Base SAS Engine
REMOTE Engine

Library of
SAS Data Sets

Client SAS Application Server Data Server

For a detailed example of a shared SAS data set connection, see “Establishing Shared
Access to SAS Data Sets” on page 78.

Local and Remote Access to Data

To access data, you must register the data as a library in SAS Management Console.
The procedures for accessing data and registering data are explained later in this
document. However, one of the important details for file-based data, such as SAS data
sets, is that you need to specify the file system path to the data. This path is needed so
that a SAS Application Server can access it. As shown in the following figure, SAS data
6 Chapter 1 / Overview of Common Data Sources

sets that are local to the SAS Application Server have a fully qualified path such as C:
\data\sourcetables:

Figure 1.3 SAS Workspace Server Accessing Local Data Sets

Often, file-based data is stored on a host that is remote from the SAS Application
Server. When the hosts have a network path for shared directories such as a Windows
UNC path or UNIX NFS, that path is used. The following figure shows an example of a
SAS Workspace Server accessing a UNC path, \\dataserver\sourcetables, on a
data server.

Note: Data cannot be accessed via mapped drives on the SAS Application Server. You
must use the UNC path.
 External Files 7

Figure 1.4 SAS Workspace Server Accessing Remote Data Sets

Note: This figure shows a SAS Workspace Server accessing data over a shared file
system. To access data over network connection (without the file system), use
SAS/SHARE as described in this document.

External Files
An external file is a file that is maintained by the machine operating environment or by a
software product other than SAS. A flat file with comma-separated values is one
example. SAS Data Integration Studio provides three source designer wizards that
enable you to create metadata objects for external files:
n the delimited external file wizard for external files in which data values are separated
with a delimiter character. This wizard enables you to specify multiple delimiters,
nonstandard delimiters, missing values, and multi-line records.
n the fixed-width external file wizard for external files in which data values appear in
columns that are a specified number of characters wide. This wizard enables you to
specify non-contiguous data.
8 Chapter 1 / Overview of Common Data Sources

n the user-written external file wizard for complex external files that require user-
written SAS code to access their data.

The external file source designer wizards enable you to do the following:
n display a raw view of the data in the external file
n display a formatted view of the data in the external file, as specified in the SAS
metadata for that file
n display the SAS DATA step and SAS INFILE statement that the wizard generates for
the selected file
n display the SAS log for the code that is generated by the wizard
n specify options for the SAS INFILE statement that is generated by the wizard, such
as National Language Support (NLS) encoding
n override the generated SAS INFILE statement with a user-written statement
n supply a user-written SAS DATA step to access an external file

The following figure shows establishing connectivity to external files:

Figure 1.5 Establishing Connectivity to External Files

SAS Data
Workspace Server
Integration Studio

Base SAS Code

Client SAS Application Server Files

For a detailed example of an external file connection, see “Establishing Connectivity to

a Flat File” on page 83.
 XML Data 9

XML Data
The XML LIBNAME engine works in a way similar to other SAS engines. A LIBNAME
statement is executed so that a libref is assigned and an engine is specified. That libref
is then used throughout the SAS session.

Instead of the libref being associated with the physical location of a SAS library, the
libref for the XML engine is associated with a physical location of an XML document.
When you use the libref that is associated with an XML document, SAS either translates
the data in a SAS data set into XML markup or translates the XML markup into SAS
format.

The XML LIBNAME engine can read input streams from a web service input and write
an output stream to a web service output. The XML LIBNAME engine supports reading
XML files in complex structures using XMLMaps. An XMLMap is a user-defined file that
contains XML tags that tell the XML LIBNAME engine how to interpret an XML
document. XMLMaps are defined using the SAS XML Mapper product. For additional
information, see the SAS XML LIBNAME Engine: User's Guide.
XML files are written by the XML Writer transformation provided by SAS Data
Integration Studio. The XML LIBNAME engine supports Output Delivery System (ODS)
tag sets; XMLMaps are not supported for writing. The XML Writer transformation in SAS
Data Integration Studio is shipped with a sample ODS tag set, if needed. An output XML
document can either be:
n used by a product that processes XML documents
n moved to another host for the XML LIBNAME engine to process by translating the
XML markup back to a SAS data set

Because the XML LIBNAME engine is designed to handle tabular data, all the data sent
to or from a web service must be in table form.
The following figure shows connectivity to XML files:
10 Chapter 1 / Overview of Common Data Sources

Figure 1.6 Establishing Connectivity to XML Files

SAS Data
Workspace Server
Integration Studio

Base SAS Code

Client SAS Application Server XML Files

Message Queues
Message queues are collections of data objects that enable asynchronous
communication between processes. These processes are typically applications that run
on different computers, and might be configured in a heterogenous network. Queue
management software ensures that messages are transmitted without error. SAS Data
Integration Studio can perform messaging jobs to read and write messages to Microsoft
MSMQ as well as IBM WebSphere MQ. For more information about administering
message queues, see SAS Intelligence Platform: Desktop Application Administration
Guide. For more information about creating messaging jobs, see SAS Data Integration
Studio: User's Guide.
 Relational Database Sources 11

Relational Database Sources

SAS/ACCESS
Data can also be stored in third-party hierarchical and relational databases such as
DB2, Oracle, Microsoft SQL Server, and Teradata. SAS/ACCESS interfaces provide
fast, efficient reading and writing of data to these facilities.

Several of the SAS/ACCESS engines support threaded Reads. You can use this to read
entire blocks of data on multiple threads instead of reading data just one record at a
time. This feature can reduce input and output bottlenecks so that thread-enabled
procedures can read data quickly. These engines can also access database
management system (DBMS) data in parallel by using multiple threads to the parallel
DBMS server.
Here are some of the SAS/ACCESS engines that support this functionality:
n DB2 under UNIX and PC Hosts
n ODBC
n Oracle
n Sybase
n Teradata

For more information about using the SAS/ACCESS interfaces, see SAS/ACCESS for
Relational Databases: Reference. The following figure shows how connectivity to Oracle
databases is configured:
12 Chapter 1 / Overview of Common Data Sources

Figure 1.7 Establishing Connectivity to Oracle Databases

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Oracle Server
Interface to Oracle

Oracle Client

Client SAS Application Server Data Server

For a detailed example of an Oracle connection, see “Establishing Connectivity to an

Oracle Database” on page 114.

ODBC Sources
Open database connectivity (ODBC) standards provide a common interface to a variety
of databases such as DB2, Microsoft Access, Oracle, and Microsoft SQL Server
databases. Specifically, ODBC standards define application programming interfaces
(APIs) that enable an application to access a database if the ODBC driver complies with
the specification.

TIP If a SAS/ACCESS engine is available for a database, then performance is better

with the SAS/ACCESS engine rather than with the ODBC Driver interface.

The basic components and features of ODBC include the following:

n ODBC functionality is provided by three components: the client interface, the ODBC
driver manager, and the ODBC driver. SAS provides the SAS/ACCESS interface to
ODBC, which is the client interface. For PC platforms, Microsoft developed the
ODBC Administrator, which is used from the Windows Control Panel to perform
software administration and maintenance activities. The ODBC driver manager also
manages the interaction between the client interface and the ODBC driver. On UNIX
platforms, a default ODBC driver manager does not exist and SAS does not provide
 Relational Database Sources 13

a driver manager with SAS/ACCESS to ODBC. For UNIX platforms, you should
obtain an ODBC driver manager from your ODBC driver vendor.
n The ODBC administrator defines a data source as the data that is used in an
application and the operating system and network that are used to access the data.
You create a data source by using the ODBC Administrator in the Windows Control
Panel and then selecting an ODBC driver. You then provide the information (for
example, data source name, user ID, password, description, and server name) that
is required by the driver to make a connection to the desired data. The driver
displays dialog boxes in which you enter this information. During operation, a client
application usually requests a connection to a named data source, not just to a
specific ODBC driver.
n An ODBC Administrator tool is not available in a UNIX environment such as HP-UX,
AIX, or Solaris. During an install, the driver creates a generic .odbc.ini file that can
be edited to define your own data sources.
The following figure shows how ODBC is used to establish connectivity to Oracle
databases:

Figure 1.8 Establishing Connectivity to Oracle Databases By Using ODBC

The following figure shows how ODBC is used to establish connectivity to Access
databases:
14 Chapter 1 / Overview of Common Data Sources

Figure 1.9 Establishing Connectivity to Access Databases By Using ODBC

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS Microsoft Access

Interface to ODBC Database

ODBC Driver
Database Tables
Manager

ODBC Driver

Client SAS Application Server Data Server

For a detailed example of an ODBC-based Access connection, see “Establishing

Connectivity to a Microsoft Access Database By Using ODBC” on page 119.

SAS Scalable Performance Data Server

and SAS Scalable Performance Data
Engine

Overview of SAS Scalable Performance Data

Server and SAS Scalable Performance Data
Engine
Both the SAS Scalable Performance Data (SPD) Engine and the SAS Scalable
Performance Data (SPD) Server are designed for high-performance data delivery. They
enable rapid access to SAS data for intensive processing by the application. The SPD
Engine and SPD Server deliver data to applications rapidly by organizing the data into a
streamlined file format that takes advantage of multiple CPUs and I/O channels to
perform parallel input and output functions.
 SAS Scalable Performance Data Server and SAS Scalable Performance Data Engine 15

The SPD Engine is a SAS LIBNAME engine that is included with Base SAS software. It
is a single-user data storage solution that shares the high-performance parallel
processing and parallel I/O capabilities of SPD Server, but it is not a server. It can read
and store data in SAS libraries, including data in Hadoop HDFS. For more information
about SPD Engine data in HDFS, see SAS SPD Engine: Storing Data in the Hadoop
Distributed File System.

The SPD Server is not part of Base SAS. It is a multi-user parallel-processing data
server that includes an SPD Server LIBNAME engine and a comprehensive security
infrastructure, backup and restore utilities, and sophisticated administrative and tuning
options. The SPD Server libraries can be defined using SAS Management Console.

SPD Engine and SPD Server use multiple threads to read blocks of data very rapidly
and in parallel. The software tasks are performed in conjunction with an operating
system that enables threads to execute on any of the machine's available CPUs.

Although threaded I/O is an important function of both products, their real power comes
from how the software structures SAS data. They can read and write partitioned files
and, in addition, use a specialized file format. This data structure permits threads,
running in parallel, to perform I/O tasks efficiently.
Although not intended to replace the default Base SAS engine for most tables that do
not span volumes, SPD Engine and SPD Server are high-speed alternatives for
processing very large tables. They read and write tables that contain billions of
observations.

The SPD Engine and SPD Server performance are boosted in these ways:
n support for terabytes of data
n scalability on symmetric multiprocessing (SMP) machines
n parallel WHERE selections
n parallel loads
n parallel index creation
n partitioned tables
n parallel I/O data delivery to applications
16 Chapter 1 / Overview of Common Data Sources

n implicit sorting on BY statements

Symmetric Multiprocessing
The SPD Server exploits a hardware and software architecture known as symmetric
multiprocessing (SMP). An SMP machine has multiple CPUs and an operating system
that supports threads. An SMP machine is usually configured with multiple disk I/O
controllers and multiple disk drives per controller. When the SPD Server reads a data
file, it launches one or more threads for each CPU; these threads then read data in
parallel. By using these threads, an SPD Server that is running on an SMP machine
provides the quick data access capability that is used by SAS in an application.

For more information about using the SPD Server, see http://support.sas.com/rnd/
scalability/spds and SAS Scalable Performance Data Server: Administrator's Guide.

The following figure shows how connectivity to SPD Servers is established:

Figure 1.10 Establishing Connectivity to an SPD Server

SAS Data
Workspace Server
Integration Studio

SAS Scalable
SPDS Engine Performance Data
Server

SPDS Tables

Client SAS Application Server Data Server

For a detailed example of an SPD Server connection, see “Establishing Connectivity to

a SAS Scalable Performance Data Server” on page 129.
 SAS Scalable Performance Data Server and SAS Scalable Performance Data Engine 17

Dynamic Clustering
The SPD Server provides a virtual table structure called a clustered data table. A cluster
contains a number of slots, each of which contains an SPD Server table. The clustered
data table uses a layer of metadata to manage the slots.

This virtual table structure provides the SPD Server with the architecture to offer flexible
storage to allow a user to organize tables based on values contained in character and
numeric columns, including SAS date, time, or datetime values. This new type of
organization is called a dynamic cluster table. Dynamic cluster tables enable parallel
loading and selective removal of data from very large tables, making management of
large warehouses easier. These unique capabilities provide organizational features and
performance benefits that traditional SPD Server tables cannot provide.

Dynamic cluster tables can load and process data in parallel. Dynamic cluster tables
provide the flexibility to add new data or to remove historical data from the table by
accessing only the slots affected by the change, without having to access the other
slots, thus reducing the time needed for the job to complete. In addition, a complete
refresh of a dynamic cluster table requires a fraction of the disk space that would
otherwise be needed, and can be divided into parallel jobs to complete more quickly. All
of these benefits can be realized using simple SPDO procedure commands to create
and alter a cluster.
The two most basic commands are CLUSTER CREATE and CLUSTER UNDO. Two
additional commands are CLUSTER ADD and CLUSTER LIST. You execute each of
these commands within PROC SPDO.

The CLUSTER CREATE command requires two options:

n the name of the cluster table to create (cluster-table-name)
n a list of SPD Server tables to include in the cluster (using the MEMBER= option)

The following example shows the syntax for PROC SPDO with a CLUSTER CREATE
command:
PROC SPDO LIBRARY=domain-name;
CLUSTER CREATE cluster-table-name
MEMBER=SPD-Server-table1
18 Chapter 1 / Overview of Common Data Sources

MEMBER=SPD-Server-table2
MEMBER=SPD-Server-table3
MEMBER=SPD-Server-table4
MEBERM=SPD-Server-table5
MEMBER=SPD-Server-table6
MEMBER=SPD-Server-table7
MEMBER=SPD-Server-table8
MEMBER=SPD-Server-table9
MEMBER=SPD-Server-table10
MEMBER=SPD-Server-table11
MEMBER=SPD-Server-table12;
QUIT;

Here is the syntax for the UNDO command:

PROC SPDO
LIBRARY=domain-name;
CLUSTER UNDO sales_hist;
QUIT;

This example shows the syntax for the ADD command:

PROC SPDO
LIBRARY=domain-name;
CLUSTER ADD sales_hist
MEMBER=2015sales_table1
MEMBER=2015sales_table2
MEMBER=2015sales_table3
MEMBER=2015sales_table4
MEMBER=2015sales_table5
MEMBER=2015sales_table6;
QUIT;

Finally, here is the syntax for the LIST command:

PROC SPDO
LIBRARY=domain-name;
CLUSTER LIST sales_hist;
QUIT;

These operations run quickly. These features reduce the downtime of the table for
maintenance and improve the availability of the warehouse.
 SAS Data Surveyors 19

SAS Data Surveyors

Data Surveyor for SAP

The Data Surveyor for SAP remains as in previous versions. It contains Java plug-ins to
SAS Data Integration Studio and SAS Management Console, plus the required
SAS/ACCESS engine necessary to get the information out of the DBMS system.
Understanding the metadata of this business application is at the heart of the data
surveyor. The SAP Data Surveyor has knowledge about the structure of the tables
deployed in SAP. This knowledge contains information that enables you to do the
following:
n understand complex data structures
n navigate the large amounts of tables (SAP has more than 20,000)

For a detailed example of an SAP server connection, see “Establishing Connectivity to

an SAP Server” on page 134.

Other SAS Data Surveyors

Starting with SAS 9.4, the following products are no longer supported:
n SAS Data Surveyor for Siebel
n SAS Data Surveyor for Salesforce.com
n SAS Data Surveyor for Oracle Applications

These products continue to be supported in SAS 9.3 and SAS 9.2.

20 Chapter 1 / Overview of Common Data Sources

Change Data Capture

Data extraction is an integral part of all data warehousing projects. Data is often
extracted on a nightly or regularly scheduled basis from transactional systems in bulk
and transported to the data warehouse. Typically, all the data in the data warehouse is
refreshed with data extracted from the source system. However, an entire refresh
involves the extraction and transportation of huge volumes of data and is very
expensive in both resources and time. With data volumes now doubling yearly in some
organizations a new mechanism known as change data capture (CDC) is increasingly
becoming the only viable solution for delivering timely information into the warehouse to
make it available to the decision makers. CDC is the process of capturing changes
made at the data source and applying them throughout the enterprise. CDC minimizes
the resources required for ETL processes because it deals only with data changes. The
goal of CDC is to ensure data synchronicity. SAS offers a number of CDC options.
n Some database vendors (Oracle 10g) provide tables of just changed records. These
tables can be registered in SAS Data Integration Studio and used in jobs to capture
changes.
n SAS Data Integration Studio allows the user to determine changes and take
appropriate action.
n SAS has partnered with Attunity, a company that specializes in CDC. Their Attunity
Stream software provides agents that non-intrusively monitor and capture changes
to mainframe and enterprise data sources such as VSAM, IMS, ADABAS, DB2, and
Oracle. SAS Data Integration Studio provides a dedicated transformation for Attunity.

The Attunity solution does the following:

n moves only CHANGES to the data
n requires no window of operation
n provides higher frequency and reduced latency transfers. It is possible for multiple
updates each day, providing near-real-time continuous change flow.
n reduces the performance impact of the following activities:
 DataFlux Data Management Server and SAS Data Quality Server 21

o rebuilding of target table indexes

o recovering from a process failure that happens mid-stream

DataFlux Data Management Server and

SAS Data Quality Server
SAS 9.4 includes new software that consists of SAS and SAS DataFlux products,
including the Standard and Advanced offerings for SAS Data Quality and SAS Data
Management. The SAS Data Quality offerings include the product, SAS Data Quality
Server, a Quality Knowledge Base, and other products. This data quality software
enables you to analyze, standardize, and transform your data to increase the accuracy
and value of the knowledge that you extract from your data.
SAS Data Quality Server consists of SAS language elements and a Quality Knowledge
Base that you can customize for your company. The language elements analyze and
cleanse data by referencing data definitions in the Quality Knowledge Base. SAS Data
Quality Server also provides a SAS language interface to the DataFlux Data
Management software.

The SAS Data Management offerings include DataFlux Data Management Server,
additional Quality Knowledge Bases, DataFlux Data Management Studio, and other
SAS and SAS DataFlux products. DataFlux Data Management Server runs jobs and
real-time services that are created in DataFlux Data Management Studio. The jobs and
real-time services can be executed by SAS programs that contain the procedures and
functions in SAS Data Quality Server. Among its many capabilities, the DataFlux Data
Management Studio software enables you to create jobs and real-time services and
customize the data definitions in Quality Knowledge Bases.

SAS Data Integration Studio is part of the SAS Data Integration Server offering, and it
provides software that enables data quality applications. SAS provides data quality
transformations that enable you to analyze data, cleanse data, or trigger the execution
of DataFlux jobs or real-time services on DataFlux Data Management Servers.
22 Chapter 1 / Overview of Common Data Sources

The data quality software requires setup and configuration after installation. For
administrative information, see “Administering SAS Data Integration Studio” in SAS
Intelligence Platform: Desktop Application Administration Guide.
 23

2
Managing Table Metadata

Overview of Managing Table Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Creating Table Metadata for a New Library . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Assessing Potential Changes in Advance . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Updating Your Table Metadata to Match Data in

Your Physical Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding and Updating Table Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Example: Default PROC METALIB Behavior . . . . . . . . . . . . . . . . . . . . . . . 28
Changing the Update Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Example: Adding, Updating, and Deleting Metadata . . . . . . . . . . . . . . 29
Specifying Which Tables Are Affected . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Example: Specifying Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Using the Localize Table Batch Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

About the Localize Table Batch Tool (sas-localize-table) . . . . . . . . . 32
Syntax for the Localize Table Batch Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Syntax Descriptions for the Localize Table Batch Tool . . . . . . . . . . . . 33
Command Examples of sas-localize-table . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Examples for Applying a Metadata Localization Model . . . . . . . . . . . 35
24 Chapter 2 / Managing Table Metadata

Overview of Managing Table Metadata

As explained in “Registering and Verifying Tables” on page 171, one way to create
metadata for the tables in a library is to register the tables with SAS Management
Console. You can also create this metadata programmatically by using PROC
METALIB. PROC METALIB also provides options for maintaining your table metadata
that are not available in SAS Management Console. For example, by default PROC
METALIB registers metadata for any physical tables that are not already registered in
the metadata and updates the table metadata for tables that have been altered since
they were registered.

By using optional statements, you can also use PROC METALIB to perform the
following tasks:
n Delete metadata for tables that have been removed from the library.
n Produce a report that lists the changes made by the procedure or the potential
changes that will be made when the procedure is executed.
n Operate on a subset of the tables in a library.

Note: For detailed information about the procedure, see "METALIB Procedure" in SAS
Language Interfaces to Metadata.

Note: PROC METALIB cannot work with a library that is registered with the Pre-
assigned Library resource template. When pre-assigning a library, be sure to choose
the resource template specific to the type of data source library that you are creating
and select the Library is pre-assigned check box. Do not use the specialized Pre-
Assigned Library template. Also, if the library is pre-assigned and you run the PROC
METALIB in a Foundation SAS session, you must make sure the library is allocated by
either submitting a LIBNAME statement for the library in that SAS session, or by using
the METAAUTORESOURCES option to access the library through a SAS server to
which the library is assigned.
 Creating Table Metadata for a New Library 25

The remainder of the chapter presents examples of how PROC METALIB is commonly
used. The examples assume that you have set the following metadata server
connection options in your SAS session:
options METAUSER="metadata-server-userid"
METAPASS="metadata-server-password"
METAPORT=metadata-server-port
METASERVER="metadata-server-machine";

If you have not set these options, you can use PROC METALIB parameters to specify
this information.

Creating Table Metadata for a New

Library
When you first register a SAS library, it has no related table metadata. You can add this
metadata by using the Register Tables wizard in SAS Management Console (see
“Overview of Managing Table Metadata” on page 24), or by using PROC METALIB.
Before you can successfully run PROC METALIB code, you must have ReadMetadata
and WriteMetadata access to the library metadata object. You must have ReadMetadata
and WriteMemberMetadata access on the metadata folder to use for storing the table
metadata. ReadMetadata and WriteMetadata must also be granted in the Default ACT
in order to create any new metadata objects.

The following example shows how to use PROC METALIB to create initial table
definitions for the tables in a library. The REPORT statement causes the procedure to
write information about the table definitions that it creates.
proc metalib;
omr (library="lib1" repname="Foundation" );
report;
run;
26 Chapter 2 / Managing Table Metadata

The report that is generated by the code sample resembles the following:

Figure 2.1 Sample Summary Report

Assessing Potential Changes in

Advance
Before you use PROC METALIB to update existing table metadata, it is a good idea to
execute the procedure with the NOEXEC and REPORT statements. The NOEXEC
statement tells the procedure not to actually add, update, or delete any metadata. The
REPORT statement tells the procedure to create a report that explains what actions it
would have taken if the NOEXEC statement had not been present. If you want to make
all of the changes that are shown in the report, you can then remove the NOEXEC
statement and rerun the procedure to update the metadata.

The following example shows how to use the NOEXEC and REPORT statements to
assess potential metadata changes:
proc metalib;
omr (library="lib1" repname="Foundation" );
update_rule=(delete);
noexec;
 Assessing Potential Changes in Advance 27

report;
run;

Note: The UPDATE_RULE statement tells the procedure to delete table definitions for
any tables that have been deleted from the library. For more information about this
statement, see “Changing the Update Rule” on page 29.

The report that is generated by the code sample resembles the following:

Figure 2.2 Sample Summary of Potential Changes Report

28 Chapter 2 / Managing Table Metadata

Updating Your Table Metadata to Match

Data in Your Physical Tables

Adding and Updating Table Metadata

By default, PROC METALIB creates table definitions for any tables in the library that do
not have table definitions and updates any table definition that does not reflect the
current structure of the table that it represents. However, it does not delete table
metadata.

Use REPORT when you want an output listing that summarizes metadata changes,
either before changes are made (by using NOEXEC) or to see afterward what changes
were actually made. SAS output is the default.

Example: Default PROC METALIB Behavior

The following example uses the default PROC METALIB behavior. Summary notes are
written to the SAS log regardless of whether you request a report. Unlike the example
shown in “Assessing Potential Changes in Advance” on page 26, the summary does not
mention any deleted tables.
proc metalib;
omr (library="lib1" repname="Foundation" );
run;

Without the REPORT statement, the options are written to the SAS log. The output
resembles the following example:
105 proc metalib;
106 omr (library="lib1" repname="Foundation" );
107 run;

NOTE: A total of 3 tables were analyzed for library "lib1".

NOTE: Metadata for 2 tables was updated.
NOTE: Metadata for 1 tables was added.
NOTE: Metadata for 0 tables matched the data sources.
NOTE: 0 other tables were not processed due to error or UPDATE_RULE.
NOTE: PROCEDURE METALIB used (Total process time):
 Updating Your Table Metadata to Match Data in Your Physical Tables 29

real time 0.20 seconds

cpu time 0.06 seconds

Changing the Update Rule

By using the optional UPDATE_RULE statement, you can change the default behavior
of PROC METALIB. The principal rules that you can specify are shown as follows:

NOADD
specifies not to add table metadata to the metadata repository for physical tables
that have no metadata.

NOUPDATE
specifies not to update existing table metadata to resolve discrepancies with the
corresponding physical tables.

DELETE
specifies to delete table metadata if a corresponding physical table is not found in
the specified library.

Example: Adding, Updating, and Deleting

Metadata
The following example shows how to use PROC METALIB to add metadata for new
tables, update table definitions where necessary, and also delete table definitions that
are no longer valid. (You can also perform these functions using SAS Data Integration
Studio.)
proc metalib;
omr (library="lib1" repname="Foundation" );
update_rule=(delete);
report;
run;

The following example shows how to use UPDATE_RULE with DELETE, NOADD, and
NO UPDATE to delete table definitions that are no longer valid, as well as suppress the
default add and update actions:
proc metalib;
omr (library="lib1" repname="Foundation" );
30 Chapter 2 / Managing Table Metadata

update_rule (delete noadd noupdate);

report;
run;

The resulting SAS output resembles the following example:

Figure 2.3 Sample Summary Report

Specifying Which Tables Are Affected

You can use the optional SELECT or EXCLUDE statements to perform an operation
against a subset of the tables in a library. SELECT and EXCLUDE are mutually
exclusive, so you should use only one or the other.

When you set the SELECT statement, you can choose the tables for processing:
n For tables, specify their SAS name. If no table definition is found in metadata, it is
created in the repository that contains the library object. If a matching table definition
is found in metadata, it is compared to the physical table. If differences are found,
the table definition is updated in metadata.
n For tables already registered in metadata, specify either the unique metadata
identifier or the value in the SASTableName attribute. If you specify the metadata
identifier, only the specified table definition is updated, not the first table definition in
the association list.
If you use the SASTableName value and there is more than one metadata table
object with the same name, then PROC METALIB impacts only the first one that is
 Updating Your Table Metadata to Match Data in Your Physical Tables 31

found. By using the metadata ID instead, you guarantee that PROC METALIB
affects the specific table that you want to manage.

You can use EXCLUDE to specify a single table or a list of tables to exclude from
processing.

Example: Specifying Tables

The following example shows how to use SELECT to process only a subset of tables:
proc metalib;
omr (library="lib1" repname="Foundation");
select(lima);
report;
run;

The resulting SAS output resembles the following example:

The following example shows how to use EXCLUDE to exclude a specific subset of
tables:
proc metalib;
32 Chapter 2 / Managing Table Metadata

omr (library="lib1" repname="Foundation");

exclude(licj libp);
noexec;
report;
run;

Using the Localize Table Batch Tool

About the Localize Table Batch Tool (sas-

localize-table)
The SAS Intelligence Platform provides the localize table batch tool (sas-localize-table)
to create or modify localization metadata for data tables.

The sas-localize-table batch tool is located in the following path: SAS-installation-

directory/SASPlatformObjectFramework/9.4/tools.

For information about using batch tools, see “About the SAS Intelligence Platform Batch
Tools” in SAS Intelligence Platform: System Administration Guide and “General
Instructions for Using the SAS Intelligence Platform Batch Tools” in SAS Intelligence
Platform: System Administration Guide.
 Using the Localize Table Batch Tool 33

Syntax for the Localize Table Batch Tool

sas-localize-table connection-options table-location-and-name
<option(s)>
connection-options
<<-? | -- help>>
<-domain domain-name>
<-host host-name>
<-log log-file-name>
<-password password>
<-port port-name>
<-profile file-name>
<-user user-ID>
table-location-and-name
<-key column-name>
<-locale column-name>
<-localize column=detail-table-path>
<-reset>
<-rowPerLocale>
<-tablePerLocale>

Syntax Descriptions for the Localize Table

Batch Tool
connection-options
Specifies connection options to log on to a SAS Metadata Server. This is a required
argument. You must either specify -profile or -host, -port, -user, and -password
options.
-? | -- help
Prints help information.
-domain domain-name
Specifies the user authentication domain.
34 Chapter 2 / Managing Table Metadata

-host host-name
Specifies the SAS Metadata Server host. This option is required if -profile is not
set.
-log log-file-name
Specifies the log file or directory.
-password password
Specifies the user login password. This option is required if -profile is not set or if
the profile does not contain connection credentials.
-port port-name
Specifies the SAS Metadata Server port. This option is required if -profile is not
set.
-profile file-name
Specifies the SAS Metadata Server connection profile. This option can be used
in place of the -host, -port, -user, and -password options.
-user user-ID
Specifies the user login identity. This option is required if -profile is not set or if
the profile does not contain connection credentials.
table-location-and-name
Specifies the metadata location (relative to SAS Folders) and name of the table that
is being localized. This is a required argument.
-key column-name
Specifies the key column for a localization detail table.
-locale column-name
Specifies the locale column for a localization detail table.
-localize column=detail-table-path
Specifies columns to be localized with a localization detail table. This option can be
repeated.
-reset
Erases all localization metadata for this table.
-rowPerLocale
Specifies that the table uses the row per locale localization model.
 Using the Localize Table Batch Tool 35

-tablePerLocale
Specifies that the table uses the table per locale localization model.

Command Examples of sas-localize-table

The following command shows localization of current table:
sas-localize-table connect-options table-location-and-name

The following command erases all localization metadata of the current table:
sas-localize-table connect-options table-location-and-name -reset

The following command specifies the columns to localize for the detail table:
sas-localize-table connect-options table-location-and-name -localize
column=detail-table-path

The following command specifies the location of the detail table:

sas-localize-table connect-options table-location-and-name -key
column-name -locale column-name

The following command associates the table with the row per locale model:
sas-localize-table connect-options table-location-and-name -rowPerLocale
-locale column-name

The following command associates the table with the table per locale model:
sas-localize-table connect-options table-location-and-name -tablePerLocale

Examples for Applying a Metadata

Localization Model
Overview
There are three metadata models to use for localizing your tables.
n “Row per Locale Model Example” on page 36
n “Table per Locale Model Example” on page 37
n “Master/Detail Table Model Example” on page 38
36 Chapter 2 / Managing Table Metadata

Row per Locale Model Example

The row per locale model uses a single table to contain all the localized data. A locale
column identifies which rows are associated with a given locale. The table data is
filtered for the current locale. The advantage of using the row per locale model is that
there are no schema changes required to add a new locale.

Adding new locale data to the table requires adding data to the PRODUCT table. This
action forces a rebuild of the indexes on the table. Also, the non-localized data must be
repeated for every locale.

Figure 2.4 PRODUCT Localization Detail Table

The following code creates a single table named PRODUCT, which contains the product
information and localized data:

CREATE TABLE PRODUCT (

PRODUCT_ID CHAR(20) NOT NULL,
PRODUCT_LOCALE CHAR(5) NOT NULL,
PRODUCT_SKU CHAR(10),
PRODUCT_COLOR CHAR(20) character set utf8,
PRODUCT_DESC CHAR(255) character set utf8 );

INSERT INTO PRODUCT VALUES (

'ball_33', 'en_US', '337718N', 'red', 'paddle ball replacement');
INSERT INTO PRODUCT VALUES (
'ball_33', 'es_ES', '337718N', 'rojo', 'sustitución de paddle');
INSERT INTO PRODUCT VALUES (
'ball_33', 'fr_FR', '337718N', 'rouge', 'paddle ball de remplacement');

ALTER TABLE PRODUCT ADD PRIMARY KEY (PRODUCT_ID, PRODUCT_LOCALE);

SELECT PRODUCT_ID, PRODUCT_COLOR, PRODUCT_DESC FROM PRODUCT

WHERE PRODUCT_ID='?' AND PRODUCT_LOCALE='?';
 Using the Localize Table Batch Tool 37

After you register the PRODUCT table in metadata, use the sas-localize-table tool to
associate the localization in metadata. For example, if the path to the library is '/Shared
Data/Product Data', your sas-localize-table command is as follows:
sas-localize-table <connect-options> '/Shared Data/Product Data/Product'
-rowPerLocale -locale PRODUCT_LOCALE

Table per Locale Model Example

The table per locale model uses a separate data table for each supported locale.
Because each locale has a table, new locales can be added without disturbing other
data.

Advantages of the table per locale model include the following:

n Character set encoding or sort order can be customized for each locale. For
example, order by PRODUCT_DESC could be made locale-sensitive at DDL time.
n Queries that do not involve localized data can go against the default table.
n Code that accesses the table runs normally, even if it is not aware of the localization
model.

Disadvantages of the table per locale model include the following:

n Schema changes are required.
n All of the non-localized data must be included in every localized table.
n Queries are more complex because the table names vary by locale.

Figure 2.5 Tables for Multiple Locales

The following code creates a table for each locale:

CREATE TABLE PRODUCT (PRODUCT_ID CHAR(20) NOT NULL,

38 Chapter 2 / Managing Table Metadata

PRODUCT_SKU CHAR(10),
PRODUCT_COLOR CHAR(20) character set ASCII,
PRODUCT_DESC CHAR(255) character set ASCII );

CREATE TABLE PRODUCT_ES_ES (PRODUCT_ID CHAR(20) NOT NULL,

PRODUCT_SKU CHAR(10),
PRODUCT_COLOR CHAR(20) character set ISO8859_1,
PRODUCT_DESC CHAR(255) character set ISO8859_1 );

CREATE TABLE PRODUCT_FR_FR (PRODUCT_ID CHAR(20) NOT NULL,

PRODUCT_SKU CHAR(10),
PRODUCT_COLOR CHAR(20) character set ISO8859_1,
PRODUCT_DESC CHAR(255) character set ISO8859_1);

INSERT INTO PRODUCT VALUES (

'ball_33', '337718n', 'red', 'paddle ball replacement');
INSERT INTO PRODUCT_ES_ES VALUES (
'ball_33', '337718n', 'red', 'sustitución de paddle');
INSERT INTO PRODUCT_FR_FR VALUES (
'ball_33', '337718n', 'rojo', 'paddle ball de remplacement');

ALTER TABLE PRODUCT ADD PRIMARY KEY (PRODUCT_ID);

ALTER TABLE PRODUCT_ES_ES ADD PRIMARY KEY (PRODUCT_ID);
ALTER TABLE PRODUCT_FR_FR ADD PRIMARY KEY (PRODUCT_ID);

SELECT PRODUCT_ID, PRODUCT_COLOR, PRODUCT_DESC FROM ? WHERE PRODUCT_ID=?;

After you register the PRODUCT table and the localized tables in metadata, use the
sas-localize-table tool to associate the localized table in metadata. For example, if the
path to the library is '/Shared Data/Product Data', your sas-localize-table command is as
follows:
sas-localize-table <connect-options> '/Shared Data/Product Data/Product'
-tablePerLocale

Master/Detail Table Model Example

The localization detail table must have three columns:
1 key column

2 locale column

3 value column
 Using the Localize Table Batch Tool 39

The detail tables model uses separate detail tables for each column that requires
localization. The data column contains a locale invariant key value that maps to a key
column in the detail table. The detail table also contains a locale column and one or
more value columns.

A full view of the data table is generated by performing a left join of the data table to the
detail table and filtering based on the current locale. The localized value columns from
the detail table are joined to the unlocalized columns in the original data table.

Advantages of using separate detail tables include the following:

n No schema changes are required to add a new locale.
n Non-localized data is not repeated.
n Localization details can be shared across multiple data tables.
n Assuming that a left join is used, missing values, instead of missing rows, are
provided for data that is not localized.
n Queries that do not involve localized data do not require any special processing.

Figure 2.6 Master/Detail Table

The models create a detail table entitled PRODUCT. The key column (PRODUCT_ID) is
matched to the column value in the original data table. The locale column
(PRODUCT_LOCALE) value specifies the locale for a given row. Once you find the row
40 Chapter 2 / Managing Table Metadata

in the localization detail table with the key value matching your original data and the
appropriate locale, you can use the value column to get the localized value.

When you use the sas-localize-table batch tool to set up a localization detail table, you
are doing the following:
n marking the table as a localization detail table
n identifying the key column
n identifying the locale column

You do not need to identify the value column because any column that is not a key or
locale column is assumed to be a value column.

The next step is to associate a localization detail table with a specific column in a data
table. The specified column in the data table has values that can be looked up in the
key column of the detail table.
The following code creates two tables:
n a master table containing the non-localized information
n a detail table containing the localized information

CREATE TABLE PRODUCT (

PRODUCT_ID CHAR(20) NOT NULL PRIMARY KEY,
PRODUCT_SKU CHAR(10) );

CREATE TABLE PRODUCT_DETAIL (

PRODUCT_ID CHAR(20) NOT NULL REFERENCES PRODUCT(PRODUCT_ID),
LOCALE_CD CHAR(5) NOT NULL,
PRODUCT_COLOR CHAR(20) character set UTF8,
PRODUCT_DESC CHAR(255) character set UTF8);

ALTER TABLE PRODUCT_DETAIL ADD PRIMARY KEY (

PRODUCT_ID, LOCALE_CD);

INSERT INTO PRODUCT VALUES (

'ball_33', '337718N');

INSERT INTO PRODUCT_DETAIL VALUES (

'ball_33', 'en_US', 'red', 'paddle ball replacement');
INSERT INTO PRODUCT_DETAIL VALUES (
'ball_33', 'es_ES', 'rojo', 'sustitución de paddle');
 Using the Localize Table Batch Tool 41

INSERT INTO PRODUCT_DETAIL VALUES (

'ball_33', 'fr_FR', 'rouge', 'paddle ball de remplacement');

SELECT P.PRODUCT_ID, PRODUCT_COLOR, PRODUCT_DESC

FROM PRODUCT P
INNER JOIN PRODUCT_DETAIL PD
ON P.PRODUCT_ID=PD.PRODUCT_ID
WHERE PRODUCT_ID=? ;

After you register the PRODUCT table and each PRODUCT_DETAIL table in metadata,
use the sas-localize-table tool to associate the localized table in metadata. For example,
if the path to the table is '/Shared Data/Product Data', then use the following sas-
localize-table commands to create the detail table and associate it with the PRODUCT
table in metadata:
sas-localize-table <connect-options> '/Shared Data/Product Data/Product_Detail'
-key PRODUCT_ID -locale LOCALE_CD

sas-localize-table <connect-options> '/Shared Data/Product Data/Product'

-localize PRODUCT_ID='/Shared Data/Product Data/Product Detail'

Use the following command to view the localization that is applied to the PRODUCT
table:
sas-localize-table <connect-options> '/Shared Data/Product Data/PRODUCT'
42 Chapter 2 / Managing Table Metadata
 43

3
Assigning Libraries

What Does It Mean to Assign a Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

How Do the Different Platform Clients Assign Libraries? . . . . . . . . 45

Understanding Pre-Assigned Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Understanding Native Engines and the Metadata

LIBNAME Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Considerations for SAS Stored Process and

SAS Pooled Workspace Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Pre-assigning a Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Overview of Pre-assigning a Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Stage 1: Flag the Library as Pre-assigned . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Stage 2: Edit the Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Pre-assigning Libraries to Use the Metadata Engine . . . . . . . . . . . . . . 56
Pre-assigning Libraries in an Autoexec File . . . . . . . . . . . . . . . . . . . . . . . . 57
SAS Application Server Autoexec Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Verifying Pre-assignments By Reviewing the Logs . . . . . . . . . . . . . . . 59

Limiting Access to Selected Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

44 Chapter 3 / Assigning Libraries

What Does It Mean to Assign a Library?

In “Overview of Connecting to Common Data Sources” on page 67, you learn how to
register libraries in metadata and assigned the libraries to SAS servers. These libraries
represent data such as SAS data sets in a directory or the tables in a database schema.
By assigning a library to a SAS server, you accomplish the following:
n enable the SAS server to access the library
n make the library visible to users of the SAS server
n control which SAS engine is used by the SAS server to access data, if you pre-
assign the library

Assigning a library to a SAS server means letting the SAS server session know that a
libref—a shortcut name—is associated with the information that a SAS session needs to
access a data library. SAS Intelligence Platform clients such as SAS Data Integration
Studio, SAS OLAP Cube Studio, and SAS Information Map Studio generate SAS code
that uses librefs. Before the generated code can access data from a library, the library
must be assigned to the SAS server that executes the code. After the SAS server
determines that a library is assigned to it, the next step is to determine how the SAS
server should access the data in the library.
There are two ways in which a server can determine how to access data in a library.
One way is for you, as the administrator, to configure the environment so that the SAS
server finds out about the libref and the SAS engine to use for data access at server
start-up. This approach is referred to as pre-assigning the library, because the libref is
established before any code that uses that libref is submitted. The other way is to let the
client application define the libref and set the SAS engine when it generates code for
submission to that server.
 How Do the Different Platform Clients Assign Libraries? 45

How Do the Different Platform Clients

Assign Libraries?
By default, newly created libraries are not pre-assigned. When a library is not pre-
assigned, the library is accessed using the SAS engine that is most appropriate for the
client application and its intended user base. For example, if you do not pre-assign the
library, SAS Data Integration Studio creates a libref that uses the native engine that is
specified in metadata, such as BASE. This approach is a best practice, because it is
assumed that in most cases SAS Data Integration Studio developers are building
processes that create or update tables. In this case, the native engine is the only engine
that should be used for data-populating tasks.

The following table shows which SAS engine is used by many of the platform clients for
libraries that are not pre-assigned.

Table 3.1 Platform Client Default Library Assignments

Minimum Metadata
Library Engine Authorizations
Application Pre-assigned Used Required

SAS Add-In for No META Library:

Microsoft Office ReadMetadata
Table: ReadMetadata
and Read

SAS Enterprise No META Library:

Guide ReadMetadata
Table: ReadMetadata
and Read

SAS Data Integration No native engine Library:

Studio ReadMetadata
Table: ReadMetadata
46 Chapter 3 / Assigning Libraries

Minimum Metadata
Library Engine Authorizations
Application Pre-assigned Used Required

SAS OLAP Cube No native engine Library:

Studio ReadMetadata
Table: ReadMetadata

SAS Information Map No native engine Library:

Studio ReadMetadata
Table: ReadMetadata

When libraries are not pre-assigned, each SAS platform client accesses data with the
SAS engine that makes the most sense for the client. Allowing each client to choose the
SAS engine that it deems appropriate for its user base results in a security model that
might match data access requirements. The clients that are typically used for data
building use the native engine. The clients that are typically used for queries and
reporting are designed to use the metadata engine. An example of such an environment
is one with clients running at least SAS Enterprise Guide and SAS Data Integration
Studio. In this environment, SAS Data Integration Studio processes update tables that
are in turn used in ad hoc analysis within SAS Enterprise Guide. The SAS Data
Integration Studio processes need to specify tables in the library as target tables
(output), whereas the SAS Enterprise Guide user's activities largely involve querying
and analyzing chunks of data (input).
Because SAS Data Integration Studio processes typically update or create target tables,
it is designed to use the native engine instead of the metadata engine. It accesses the
tables using the engine that is specified in metadata for the library. Because SAS Data
Integration Studio works with tables that are registered in the metadata repository, you
can control access to tables by granting ReadMetadata, WriteMetadata, and
CheckInMetadata permissions on the library and table metadata objects.

Note: The metadata authorization layer supplements operating system and RDBMS
security. It does not replace it. Operating system and RDBMS authorization should
always be used as the first means of securing access to tables.
 Understanding Pre-Assigned Libraries 47

On the other hand, the SAS Add-In for Microsoft Office and SAS Enterprise Guide use
the metadata engine by default. For these clients, the data-level authorizations of Read,
Write, Create, and Delete that are specified in metadata, are enforced.

If defining libraries so that they are not pre-assigned seems like a potential option for
your environment, then you should also learn how to ensure that these libraries are
available to server processes that do not receive direct requests from client
applications. For example, you need to know how to assign the library in server
processes such as the stored process server and DATA Step Batch Server (if present).
For more information, see “Considerations for SAS Stored Process and SAS Pooled
Workspace Servers” on page 50.

Understanding Pre-Assigned Libraries

Deciding whether to pre-assign a library or not has important consequences. One factor
to keep in mind is that pre-assigning an excessive number of libraries can slow the
execution of SAS jobs for all users. Other factors are described in “Understanding
Native Engines and the Metadata LIBNAME Engine” on page 49. SAS clients and
stored processes can access a library using one of two engines:
n the native engine that is specified in the library's metadata or a file such as an
autoexec file. In this case, the Base SAS engine is used for libraries of SAS data
sets, the ORACLE engine is used for Oracle libraries, and so on.
n the Metadata LIBNAME Engine.

Which engine you use affects security and determines what operations are possible.

Note: If you are defining a pre-assigned DBMS library, do not use the Pre-Assigned
Library resource template. Register the library using the appropriate DBMS library
template.

If you pre-assign libraries, then you control which engine is used to access the data.
If you choose to pre-assign libraries with LIBNAME statements in an autoexec file, then
you should still register the library in metadata. Registering the library in metadata
48 Chapter 3 / Assigning Libraries

makes it available for use by SAS clients that read from metadata, such as SAS Data
Integration Studio.

Having the server process assign libraries upon start-up results in library assignments
that are identical and guaranteed across all SAS client applications and servers. Some
environments where this approach to assigning libraries is desirable include the
following:
n environments where users are executing stored processes, and you do not want
programmers having to manage library assignments in their code or in autoexec
files.
n environments where the DATA Step Batch Server is used to execute jobs created by
SAS Data Integration Studio, and library assignments for these jobs should be
identical to assignments used when the process was created.
n environments where SAS Enterprise Guide or SAS Add-In for Microsoft Office users
are running tasks that need to create tables in the library that is registered in
metadata. When you register a client-assigned library (a library that is not pre-
assigned), SAS Enterprise Guide and SAS Add-In for Microsoft Office assign the
library to use the metadata engine by default. Metadata engine libraries do not
update metadata after changes to the underlying data source. Metadata can be
updated to reflect changes to the underlying data source with PROC METALIB or
with the register tables function of SAS Management Console.
When libraries are assigned by the client application, each application can assign the
library in a way that is most suitable for its intended user base, and library connections
are established only if needed. When libraries are assigned by the server, each library is
available to all server processes and each library is allocated the same way for all client
applications. A mixture of some server-assigned and some client application-assigned
libraries is typically required to meet the needs of all the users in your environment.
 Understanding Native Engines and the Metadata LIBNAME Engine 49

Understanding Native Engines and the

Metadata LIBNAME Engine
As mentioned previously, when you access the data in a data library, you can use the
native engine stored in the metadata definition of the library, the definition in a
configuration file, or you can use the metadata engine. As shown in the following figure,
the metadata engine invokes the Base SAS engine that is identified in the metadata.

Figure 3.1 Metadata Engine Invocation of the Base SAS Engine

SAS metadata provides a metadata authorization layer that enables you to control
which users can access which metadata objects, such as SASLibrary, PhysicalTable,
and LogicalServer. You manage the access to metadata by granting ReadMetadata and
WriteMetadata permissions on the object or on the repository.
50 Chapter 3 / Assigning Libraries

As depicted in the previous figure, when a user accesses a library that uses the
metadata engine, the engine sends a request to the SAS Metadata Server to determine
the user’s metadata permissions on the tables in the library. The tables for which the
user has ReadMetadata access are returned and are available to the user. If the user
then performs an action, such as opening a table, the metadata engine queries the
metadata server for the user’s metadata permission on the table. If the user has Read
access to the table, directly or through group membership, the metadata engine then
calls upon the engine specified in metadata to handle the request. The table is then
opened into the client application for reading.

In contrast, for clients such as SAS Data Integration Studio that surface only the tables
that are registered in metadata and accessible to the user, if a user accesses a library
that uses a native engine, the client application contacts the metadata server and
requests access to the metadata object as the user. The metadata server then queries
the metadata authorization layer to determine whether the user has ReadMetadata
access on the tables in the library. In contrast to the metadata engine, there is no query
to check for Read access on the table. When a library uses a native engine, the data-
level authorizations of Read, Write, Create, and Delete are not checked.
If you want to use the metadata authorization layer to control Read, Write, Create, and
Delete permissions, then pre-assign the library. Follow the steps described in “Pre-
assigning a Library” on page 53. When you use the Pre-assignment Type menu,
select By metadata library engine.

One drawback to using the metadata engine is that it does not automatically create,
update, or delete metadata when changes are made to the tables.

Considerations for SAS Stored Process

and SAS Pooled Workspace Servers
In the SAS Intelligence Platform, a stored process is a SAS program that is stored on a
server and can be executed as requested by users that have ReadMetadata access to
the stored process program's metadata. If a library is not pre-assigned, it is the
responsibility of the stored process program's author or the SAS administrator to ensure
that the library is assigned. Assigning the library can be done with SAS code that is
 Considerations for SAS Stored Process and SAS Pooled Workspace Servers 51

written in the stored process program or that is linked to the stored process with an
%INCLUDE statement from an external file.

It is important to understand how SAS Stored Process Servers and SAS Pooled
Workspace Servers access data in libraries that are pre-assigned or not pre-assigned,
and how they use the metadata engine or a native engine. The following table describes
how these interactions affect data access.

Table 3.2 SAS Engine Assignment Interactions for SAS Stored Process and SAS Pooled
Workspace Servers

Metadata Engine Native Engine

Library is pre- n The library is assigned to use n The library is assigned to use
assigned the metadata engine at server the native engine for the library
initialization by the SAS type at server initialization by
Spawned Servers account the SAS Spawned Servers
(sassrv). account (sassrv).
n Metadata authorization layer n Metadata authorization layer
permissions for the SAS permissions are checked for
Spawned Servers account are the SAS Spawned Servers
checked at server initialization account. The SAS Spawned
and for each data access Servers account must have
request. ReadMetadata access to the
n Metadata authorization layer library. (The access is typically
permissions for the user ID that inherited through a grant to the
uses the server are not used. SAS General Servers group.)
The metadata authorization
layer permissions for the user
ID that uses the server are not
used.

These two items apply to pre-assigned libraries, regardless of the

SAS engine that is used for data access. *
n If the Base SAS engine is used, then the SAS Spawned Servers
account (sassrv) operating system permissions for the path to the
physical library are checked at server initialization.
n If a SAS/ACCESS engine is used, then database credentials must
be stored in metadata. The SAS Spawned Servers account must
access the credentials stored in metadata at server initialization.
52 Chapter 3 / Assigning Libraries

Metadata Engine Native Engine

Library is not pre- n The library is not assigned at n The library is not assigned at
assigned server initialization. It is server initialization. It is
assigned to use the metadata assigned to use a native
engine by the SAS code that is engine by the SAS code that is
submitted to the server. submitted to the server.
n The metadata authorization n Metadata authorization layer
layer and data-level permissions are not used.
permissions are checked for They are never checked for the
the user ID that submits the SAS Spawned Servers
code. account or the user ID that
n The SAS Spawned Servers uses the server.
account metadata
authorization layer permissions
are not used.

* If you change metadata permissions on a pre-assigned library or its tables, you must restart the SAS
Object Spawner. This is needed so that the SAS server initializes again.

TIP Regardless of the engine used and whether the library is pre-assigned or not
pre-assigned, if the library is a Base SAS library, then the SAS Spawned Servers
account must have operating system permissions for the path to the physical library.
The operating system permissions for the user ID that submitted the code are not
used.

Error Messages

ERROR: Libname libref is not assigned.

If the library is not pre-assigned, then check the syntax for your LIBNAME statement. If
the library is pre-assigned to use the metadata engine, then make sure that the SAS
General Servers identity has ReadMetadata permission to the library. If the library is
pre-assigned to use a native engine, then make sure that the user ID accessing the
data has ReadMetadata permission to the library.

ERROR: The Read permission is required to read data in table/view

libref.table.DATA.
 Pre-assigning a Library 53

This message is generated for libraries that use the metadata engine only. If the table
belongs to a pre-assigned library, then grant Read permission to the SAS General
Servers identity on the table. If the table does not belong to a pre-assigned library, then
grant Read permission to the user identity on the table.

ERROR: File libref.table.DATA does not exist.ERROR: The metadata for the table/
view libref.table does not exist.

This message is generated for libraries that use the metadata engine only and means
that the table is not registered in metadata. If the library is pre-assigned to use the
metadata engine, then disable that setting temporarily while you register the table. If you
do not disable the pre-assignment, then be aware that the library is assigned to use the
metadata engine with the METAOUT=ALL option. This METAOUT option does not
permit registering tables.

Pre-assigning a Library

Overview of Pre-assigning a Library

Pre-assigning a large number of libraries can have a negative impact on the execution
time of SAS programs for all users. Therefore, be judicious in deciding whether to pre-
assign a library.

Pre-assigning a library can be a two-stage process:

1 Flag the library as pre-assigned.

2 Edit the configuration files.

Note: Keep in mind that pre-assigning the library does not mean that you do not need
to register tables in metadata. You must register the tables so that applications that read
tables from metadata, such as SAS Data Integration Studio, can work with the tables.
54 Chapter 3 / Assigning Libraries

Stage 1: Flag the Library as Pre-assigned

A library can be configured to be assigned by the server process by either selecting the
Library is pre-assigned advanced option when the library is being registered or by
modifying the library's properties after the fact. To pre-assign a library, perform the
following steps:

1 From SAS Management Console, select Data Library Manager  Libraries 

library-name  Properties.

2 Select the Options tab.

3 Click the Advanced Options button.

4 Select the Library is Pre-Assigned check box on the Pre-Assign tab, and select
an option from the Pre-Assignment Type menu.

Figure 3.2 Library Is Pre-assigned Option

 Pre-assigning a Library 55

TIP Select By external configuration when you want to pre-assign the library in
a configuration file, such as an autoexec.

5 Click OK on the Advanced Options dialog box.

6 Click the Assign tab on the library properties window.

7 Select the servers that you want to pre-assign the libraries to. Click OK when you
are finished.

Figure 3.3 The Assign Tab for a Library Properties Dialog Box

Stage 2: Edit the Configuration Files

In the previous stage, the library was flagged as pre-assigned. You also selected which
servers can retrieve the library definitions from metadata. In this stage, you edit the
sasv9_usermods.cfg file for the same servers that were selected in the previous stage
56 Chapter 3 / Assigning Libraries

and add a METAAUTORESOURCES SAS system option. This option is used so that
the servers read the library definitions from metadata as they start.

Note: This stage is not needed for workspace servers, pooled workspace servers,
stored process servers, SAS/SHARE servers, or OLAP servers. Those server types
automatically read metadata when they start and assign the libraries.

To edit the configuration files, perform the following steps:

1 For each SAS/CONNECT server, edit the following file:

SAS-configuration-directory\Lev1\SASApp\ConnectServer\sasv9_usermods.cfg
Add the following SAS system option:
-metaautoresources 'SASApp'

2 For each DATA Step Batch server, edit the following file:

SAS-configuration-directory\Lev1\SASApp\BatchServer\sasv9_usermods.cfg
Add the following SAS system option:
-metaautoresources 'SASApp'

Pre-assigning Libraries to Use the Metadata

Engine
If You Do Not Need to Create or Delete Tables
Pre-assigning a library to use the metadata engine is available by selecting the By
metadata library engine option for a library on the Advanced Options dialog box. Using
this option results in using the metadata engine with the METAOUT=ALL option. This
LIBNAME option specifies that you can read, create, update, and delete observations in
physical tables that already exist and are registered in metadata. You cannot create or
delete entire physical tables.

If You Need to Create or Delete Tables

Other METAOUT= LIBNAME options exist. For example, the METAOUT=DATA option
permits reading, creating, updating, and deleting physical tables. The
METAOUT=DATAREG setting permits reading, updating, and deleting tables registered
 Pre-assigning a Library 57

in metadata as well as creating new physical tables. Be aware that new physical tables
cannot be read until they are registered in metadata. For more information, see the
“METAOUT= Argument” in SAS Language Interfaces to Metadata.

If the METAOUT=ALL setting does not meet your business needs, but the data-level
authorizations do meet your business needs, you can pre-assign the library to use the
metadata engine in a configuration file. To do so, perform the following high-level steps:

1 Follow all the steps in “Stage 1: Flag the Library as Pre-assigned”. When you set the
pre-assignment type in step 4, select By external configuration.

Note: Do not choose By metadata library engine. In order to use a different

METAOUT= option, you must specify the LIBNAME statement in an external
configuration file.

2 Construct a LIBNAME statement that uses the metadata engine and your preferred
METAOUT= option. For an example, see Example Code 3.1.

3 Determine which autoexec file to use for the LIBNAME statement. For more
information, see “SAS Application Server Autoexec Files” on page 58.

The metadata engine can reference a library by the library name. For a library that is
registered in metadata with a name of Accounting tables and a libref of lib1, the
following LIBNAME statement accesses the tables with the metadata engine:
Example Code 3.1 Metadata LIBNAME Engine Statement
libname lib1 meta library="Accounting tables" metaout=datareg;

Pre-assigning Libraries in an Autoexec File

Pre-assigning libraries in an autoexec file is not a recommended as a routine practice
because library assignments are recorded in two places, the autoexec file and
metadata. Having configuration information in two places increases maintenance. An
autoexec file is a text file that contains SAS statements that are executed when the
server process starts. If an autoexec file is used in your environment, it is important to
note that the LIBNAME statements in the autoexec file take precedence over same-
named libraries assigned by the server in metadata. For example, if ORGOLD is
registered in the metadata to be pre-assigned, and ORGOLD is also defined in an
58 Chapter 3 / Assigning Libraries

autoexec for the same server, the ORGOLD library is assigned using the LIBNAME
information from the autoexec file. Simply put, the library assignment in the autoexec file
always takes precedence.

To pre-assign a library in an autoexec file, perform the following high-level steps:

1 Follow all the steps in “Stage 1: Flag the Library as Pre-assigned”. When you set the
pre-assignment type in step 4, select By external configuration.

2 Construct a LIBNAME statement.

3 Determine which autoexec file to use for the LIBNAME statement. For more
information, see “SAS Application Server Autoexec Files” on page 58.

The following display shows LIBNAME statements that pre-assign libraries in an

autoexec file. The comments in the display acknowledge how pre-assigning a library in
an autoexec file and registering the same library in metadata can cause unexpected
results when accessing data.

Figure 3.4 Library Assignment in an Autoexec File

SAS Application Server Autoexec Files

During the configuration process, the SAS Deployment Wizard created a single file
named appserver_autoexec_usermods.sas that controls all component servers of the
SAS Application Server and files named autoexec_usermods.sas for each of the
component servers of the application server:
 Verifying Pre-assignments By Reviewing the Logs 59

n appserver_autoexec_usermods.sas
Use this file if you want all the SAS Application Server components registered to the
application server, such as an OLAP server, a workspace server, and so on, to
access the library with the same SAS engine.
n autoexec_usermods.sas
Use this file to modify one of the SAS Application Server components, such as the
workspace server, to use the engine specified in the LIBNAME statement, but to
leave the other server components unchanged. If this is your choice, then note that
the autoexec_usermods.sas file is located within a subdirectory, such as C:\SAS
\Config\Lev1\SASApp\WorkspaceServer\.

Verifying Pre-assignments By Reviewing

the Logs
After you specify that a library is to be pre-assigned by the server, the SAS server
process starts as follows:

1 Connect to the metadata server.

2 Retrieve library metadata.

3 Assign the library using the engine specified in the library metadata.

For example, if the Orion Gold Customers library is pre-assigned, then the library
assignment is equivalent to a SAS programmer submitting a LIBNAME statement such
as the following:
LIBNAME ORGOLD BASE "D:\OrionStar\Gold";

In the case of an IOM server, such as the workspace server, you can verify the pre-
assignment of this library by the server process by enabling logging and observing the
note generated from the first GetMetadata method call in the server's log, as in the
following sample log:
60 Chapter 3 / Assigning Libraries

Figure 3.5 Verification of Pre-assignment in a Server Log

For non-IOM servers using the METAAUTORESOURCES option, a note like the
following is written to its log file:
NOTE: Libref ORGOLD successfully assigned from logical server.

For information about enabling the logging, see SAS Logging: Configuration and
Programming Reference.

Limiting Access to Selected Libraries

In “Overview of Connecting to Common Data Sources” on page 67, you learned how
to register libraries in metadata and assigned the libraries to SAS servers. If you are
running in a client/server environment (for example, you use SAS Enterprise Guide),
you can create an environment where your SAS client has access to a specific set of
directories and files. All other directories and files are inaccessible. In order to limit
access to certain libraries and files, you can limit the scope and activities of a SAS
server by putting it in a locked-down state.

The locked-down SAS server can access only specified directories and files. For
example, a user who connects to a locked-down workspace server from SAS Enterprise
Guide can access only those directories and files that are included in that server’s list of
permitted resources. Regardless of host-layer permissions, LIBNAME and FILENAME
statements that users submit through a locked-down server are rejected, unless the
target resource is included in the server’s lockdown paths list.

The following types of servers can be locked down:

n workspace (standard)
n pooled workspace (server-side pooling)
 Limiting Access to Selected Libraries 61

n stored process
n batch
n grid
n SAS/CONNECT

For more information about locked-down servers, see the SAS Intelligence Platform:
Security Administration Guide.
62 Chapter 3 / Assigning Libraries
 63

4
Connecting to Common Data Sources

Overview of Connecting to Common Data Sources . . . . . . . . . . . . . . . 67

Overview of SAS/ACCESS Connections to

Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Define the DBMS User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Define the DBMS User Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Register the DBMS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Register the DBMS Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Using the Folders Tab in SAS Management Console . . . . . . . . . . . . . 72

Establishing Connectivity to a Library of SAS Data Sets . . . . . . . . 72

Overview of Establishing Connectivity to a
Library of SAS Data Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Register the Base SAS Library Using SAS
Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Register the Base SAS Library Using SAS
Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Working with User-Defined Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Establishing Shared Access to SAS Data Sets . . . . . . . . . . . . . . . . . . . . . 78

Overview of Establishing Shared Access . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Create a SAS/SHARE Remote Engine Library
Using SAS Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
64 Chapter 4 / Connecting to Common Data Sources

Create a SAS/SHARE Remote Engine Library

Using SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Establishing Connectivity to a Microsoft Excel File . . . . . . . . . . . . . . . 81

Overview of Establishing Connectivity to an Excel File . . . . . . . . . . . 81

Establishing Connectivity to a Flat File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Establishing Connectivity to XML Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Establishing Connectivity to a SAS Information Map . . . . . . . . . . . . . 88

Overview of Establishing Connectivity to a SAS
Information Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Special Considerations for Information Map Tables . . . . . . . . . . . . . . . 90

Establishing Connectivity to an ODBC Database

Using Microsoft Windows NT Authentication . . . . . . . . . . . . . . . . . . . . . . . 92
Overview of Establishing Connectivity to an
ODBC Database Using Microsoft Windows NT
Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Stage 1: Configure an ODBC Data Source Using
Microsoft Windows NT Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Stage 2: Create a Library By Submitting a
LIBNAME Statement with the ODBC Engine . . . . . . . . . . . . . . . . . . . . . 95
Stage 3: Register a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Stage 4: Register the ODBC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Stage 5: Register the ODBC Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Establishing Connectivity to an OLE DB

Database Using Microsoft Windows NT Authentication . . . . . . . . 100
Overview of Establishing Connectivity to an OLE
DB Database Using Microsoft Windows NT Authentication . . . 100
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Stage 1: Register the OLE DB Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Stage 2: Register the OLE DB Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Stage 3: Verify That the SQL Server Tables Are
Listed in the SAS Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
 Contents 65

Stage 4: Register the SQL Server Tables . . . . . . . . . . . . . . . . . . . . . . . . . 107

Establishing Connectivity to a Teradata Database . . . . . . . . . . . . . . . 108

Overview of Establishing Connectivity to a Teradata Server . . . . 108
Stage 1: Register the Teradata Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Stage 2: Register the Teradata Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Establishing Connectivity to an Oracle Database . . . . . . . . . . . . . . . . 114

Overview of Establishing Connectivity to an Oracle Database . . 114
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Stage 1: Register the Oracle Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Stage 2: Register the Oracle Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Establishing Connectivity to a Microsoft Access

Database By Using ODBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Overview of Establishing Connectivity to a
Microsoft Access Database By Using ODBC . . . . . . . . . . . . . . . . . . . 119
Stage 1: Define the ODBC Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Stage 2: Register the ODBC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Stage 3: Register the ODBC Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Establishing Connectivity to a SAS Federation Server . . . . . . . . . 124

Overview of Establishing Connectivity to a SAS
Federation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Stage 1: Register the SAS Federation Server . . . . . . . . . . . . . . . . . . . . 125
Stage 2: Register the SAS Federation Server Library . . . . . . . . . . . 126
Special Considerations for SAS Federation Server Libraries . . . 128

Establishing Connectivity to a SAS Scalable

Performance Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Overview of Establishing Connectivity to a SAS
Scalable Performance Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Stage 1: Configure the libnames.parm File . . . . . . . . . . . . . . . . . . . . . . . . 130
Stage 2: Register the SAS Scalable
Performance Data Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Stage 3: Register the SAS Scalable
Performance Data Server Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
66 Chapter 4 / Connecting to Common Data Sources

Establishing Connectivity to an SAP Server . . . . . . . . . . . . . . . . . . . . . . 134

Overview to Establishing Connectivity to an SAP Server . . . . . . . 134
Stage 1: Register the SAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Stage 2: Register the SAP Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Stage 3: Extract SAP Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Special Considerations for SAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Establishing Connectivity to an SAP HANA Server . . . . . . . . . . . . . . 139

Overview to Establishing Connectivity to an SAP
HANA Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Stage 1: Register the SAP HANA Server . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Stage 2: Register the SAP HANA Library . . . . . . . . . . . . . . . . . . . . . . . . . 143

Establishing Connectivity to an Impala Server . . . . . . . . . . . . . . . . . . . 144

Overview of Establishing Connectivity to Impala . . . . . . . . . . . . . . . . . 144
Stage 1: Register the Impala Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Stage 2: Register the Impala Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Establishing Connectivity to Hadoop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Overview of Establishing Connectivity to Hadoop . . . . . . . . . . . . . . . . 148
Hadoop Configuration Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Stage 1: Register the Hadoop Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Stage 2: Register the Hadoop via Hive Library . . . . . . . . . . . . . . . . . . . 154
Special Considerations for Hadoop via Hive Tables . . . . . . . . . . . . . 157

Establishing Connectivity to a SAS LASR Analytic Server . . . . . 157

Overview of Establishing Connectivity to a SAS
LASR Analytic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Stage 1: Register a SAS LASR Analytic Server
Using SAS Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Stage 2: Register a SAS LASR Analytic Server
Library Using SAS Management Console . . . . . . . . . . . . . . . . . . . . . . . 160
Stage 1: Register a SAS LASR Analytic Server
Using SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Stage 2: Register a SAS LASR Analytic Server
Library Using SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . 165
Special Considerations for SAS LASR Analytic Server . . . . . . . . . . 167
 Overview of Connecting to Common Data Sources 67

Establishing Connectivity to a SASHDAT Library . . . . . . . . . . . . . . . . 167

Overview of Establishing Connectivity to a SASHDAT Library . . 167
Register a SASHDAT Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Registering and Verifying Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Overview to Registering Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Stage 1: Register the Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Stage 2: Verify Access to the Data in a SAS Application . . . . . . . . 173

Read-only Access for Reporting Libraries . . . . . . . . . . . . . . . . . . . . . . . . . 173

Setting UNIX Environment Variables for SAS/ACCESS . . . . . . . . . 174

Troubleshooting SAS/ACCESS Connections to

Relational Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Overview of Connecting to Common

Data Sources
This chapter consists of detailed examples for establishing a connection to each of the
common data sources introduced in Chapter 1, “Overview of Common Data Sources,”
on page 1. Some of the connection processes covered in this chapter have common
elements that might be applied to similar data sources. For example, the description of
the process of using SAS/ACCESS to connect to an Oracle database might be useful
when you connect to other relational databases such as DB2, Sybase, and Informix.
Also, the description of ODBC connections to a Microsoft Access database and the
account of the connection to an SAP source can be helpful when you connect to similar
data sources.

In order to perform the procedures for registering libraries, you must have
ReadMetadata and WriteMetadata permission for the repository and the SAS
Application Servers that the data library is assigned to. You must also have
WriteMemberMetadata permission for the folder into which the library and its tables are
registered.
68 Chapter 4 / Connecting to Common Data Sources

This chapter also explains the process that registers tables as metadata from the data
sources. Registering a table in metadata enables you to view the data in a SAS
application. For more information about managing table metadata, see Chapter 2,
“Managing Table Metadata,” on page 23.

Overview of SAS/ACCESS Connections

to Relational Databases

Process Overview
This section provides generic instructions for using SAS Management Console to
configure access to a database. SAS/ACCESS must be licensed and configured before
using SAS Management Console to register the library that holds the tables. The
generic task has three stages:

1 Define the DBMS user or user group.

2 Register the DBMS server.

3 Register the DBMS library.

Define the DBMS User

User definitions can be set up using SAS Management Console or SAS Environment
Manager.

The User Manager is a SAS Management Console plug-in that provides functions to
manage metadata definitions for users and user groups. Each user and user group that
accesses secure resources on a SAS Metadata Server must be represented by an
identity on the server. Individual users are represented by Person objects, and groups
are represented by Identity Group objects.
To define a user using SAS Management Console, perform the following steps:

1 Start SAS Management Console using your administrator account.

 Overview of SAS/ACCESS Connections to Relational Databases 69

2 From SAS Management Console navigation tree, right-click the User Manager icon.
Then select New  User , which displays the New User Properties dialog box.

3 On the General tab, enter your name in the Name field. Note that you can enter any
user name that you want to use (for example, a single name, your full name, and so
on). Display Name, Job Title, and Description are optional.

4 Click the Accounts tab and click New to display the New Login Properties dialog
box.

5 Enter your Windows domain and user ID (WindowsDomain\user) and the password.

6 Select DefaultAuth as the authentication domain.

7 Click OK to add the login to the user.

8 Click OK to close the New User Properties dialog box.

9 Click User Manager to verify that the name appears in the user name list.

The SAS Environment Manager Users module supports some of the user
administration tasks that are provided by the User Manager plug-in to SAS
Management Console, including the following:
n creation and maintenance of users, groups, and roles
n management of group and role memberships
n management of logins and internal accounts

For more information about the SAS Environment Manager Users module, see
“Managing User Access” in SAS Environment Manager Administration: User's Guide.

Define the DBMS User Group

User group definitions can be set up using SAS Management Console or SAS
Environment Manager.

To define a user group using SAS Management Console, perform the following steps:
70 Chapter 4 / Connecting to Common Data Sources

1 Start SAS Management Console using your administrator account.

2 From SAS Management Console navigation tree, right-click the User Manager icon.
Then select New  Group, which displays the New User Properties dialog box.

3 Click the General tab, enter the group name in the Name field. Note that you can
enter any group name that you want to use. Display Name and Description are
optional.

4 Click the Groups and Roles tab and add the appropriate users and groups.

5 Click the Accounts tab and click New to display New Login Properties dialog box.

6 Enter your domain and user ID (WindowsDomain\user) and the password.

7 Select DefaultAuth as the authentication domain. Click OK.

8 Click the Members tab and add all of the users that need to access this library. To
provide access for all registered users, give logon access to the SASUSERS group
by moving it from the Available Identities box to the Current Members box. Then
click OK.

9 Click User Manager to verify that the name appears in the user group name list.

The SAS Environment Manager Users module supports some of the user
administration tasks that are provided by the User Manager plug-in to SAS
Management Console, including the following:
n creation and maintenance of users, groups, and roles
n management of group and role memberships
n management of logins and internal accounts

For more information about the SAS Environment Manager Users module, see
“Managing User Access” in SAS Environment Manager Administration: User's Guide.

Register the DBMS Server

To register a DBMS server, perform the following steps:
 Overview of SAS/ACCESS Connections to Relational Databases 71

1 Right-click Server Manager and select the New Server option to access the New
Server wizard.

2 Select the database server type from the Database Servers list. Then, click Next.

3 Enter an appropriate server name in the Name field. Click Next.

4 Accept the defaults for the server properties. Click Next.

5 Specify the database vendor-specific values on the connection properties page. If

the user credentials for the database are different from the credentials used to log on
to SAS, then you must create an Authentication domain to store valid database
credentials. For more information, see “How to Store Passwords for a Third-Party
Server” in SAS Intelligence Platform: Security Administration Guide.
Click Next.

6 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Register the DBMS Library

To register a DBMS library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries

and select the New Library option to access the New Library wizard.

2 Select the database type from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field. Click Next.

4 Select an application server from the list, and use the right arrow to assign the
application server. This step makes the library available to the server and makes the
library visible to users of the server. Click Next.

5 Specify a libref on the library properties page. You can also click Advanced Options
to perform tasks such as pre-assignment. Pre-assigning a library is valuable if your
clients include SAS Enterprise Guide or SAS Add-In for Microsoft Office. Some SAS
72 Chapter 4 / Connecting to Common Data Sources

solutions require that libraries accessed from their client applications be pre-
assigned (check the documentation for your specific solution for details). For more
information, see Chapter 3, “Assigning Libraries,” on page 43. Click Next to access
the next page of the wizard.

6 On the server and connection page, select the database server from the previous
stage. Contact your database administrator if you are unsure of the correct value for
the schema field. Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.

Using the Folders Tab in SAS

Management Console
All SAS folders that the user has permission to view are displayed in the Folders tab of
SAS Management Console and in the Folders view of the Administration tab in SAS
Environment Manager. Most other client applications display SAS folders only if they
contain content that is relevant to the application, subject to the user's permissions. For
more information, see “Working with SAS Folders” in SAS Intelligence Platform: System
Administration Guide.

Establishing Connectivity to a Library of

SAS Data Sets

Overview of Establishing Connectivity to a

Library of SAS Data Sets
The following figure provides a logical view of accessing a library of SAS data sets.
 Establishing Connectivity to a Library of SAS Data Sets 73

Figure 4.1 Establishing Shared Access to SAS Data Sets

SAS Data
Workspace Server
Integration Studio

Base SAS Engine Library of

SAS Data Sets

Client SAS Application Server Data (Local or Remote)

After you have installed the required SAS software, you need to set up a connection
from a SAS server to a SAS data set. This connection requires that you register the
Base SAS library with the SAS Metadata Server. In addition, you must import any user-
defined formats that have been created for the data set in order to view or operate on
the data. Assume that the SAS software has already been loaded by using the standard
installation wizard and that the data set is stored in a location that can be accessed.

Register the library by using SAS Management Console or SAS Environment Manager.
This metadata enables your SAS applications to access the data sets that you need to
work with. For this example, the data set contains information about customers of the
Orion Gold enterprise.

Register the Base SAS Library Using SAS

Management Console
To register a Base SAS library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the first page of the New Library
wizard.

2 Select Base SAS Library from the SAS Data list. Click Next.
74 Chapter 4 / Connecting to Common Data Sources

3 Enter an appropriate library name in the Name field (for example, Orion Gold
Customers). Note that you can supply an optional description if you want. Click Next.

4 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.

5 Enter the following library properties:

Table 4.1 Library Properties

Field Sample Value

Libref ORGOLD

Engine BASE

Path Specification Select from the Available items or click New to enter
a path (for example, C:\SAS\Config\Lev1\SASApp
\Data). (Enter the fully qualified path to the library.
This path is specified differently in different operating
systems. Make sure that the appropriate path is
displayed in the Selected items field.)

You can also click Advanced Options to perform tasks such as pre-assignment and
setting host-specific and LIBNAME options. Click Next to access the next page of
the wizard.

6 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

At this point, register tables as explained in “Registering and Verifying Tables” on page
171. If registering tables fails, check that the user account has host access permission
to the path.

Register the Base SAS Library Using SAS

Environment Manager
To register a Base SAS library, perform the following steps:
 Establishing Connectivity to a Library of SAS Data Sets 75

1 Click the Administration tab.

2 Click the Side Menu icon in the upper left corner of the window.

3 Click Libraries.

4 Click the New Library icon .

5 Enter a library Name (for example, Orion Gold). The name cannot contain a
forward slash or a backslash. If necessary, change the Location. Click SAS Base
Library. The Options dialog box appears.

6 In the Options dialog box, enter the Libref.

Field Sample Value

Libref Enter an identifier of your choice (for example, OrGold). The libref
name cannot contain spaces. The first character must be a letter or an
underscore and all other characters can be either letters, underscore,
or numbers.

Engine Click the down arrow at the right of the field. From the resulting drop-
down list, select an engine. For this example, the value (Base) is the
engine name.

Enable If you need WebDAV support, select the check box.

WebDAV
support

Specify the For this example, select the /install/data/SAS check box.
path to the
library

Click OK.

7 Examine the page to ensure that the proper values have been entered. Enter the
Description. Click the Save icon to save the new library.
76 Chapter 4 / Connecting to Common Data Sources

Working with User-Defined Formats

Choices for Working with User-Defined Formats
If you have existing SAS data sets, you might also have a catalog of user-defined
formats and informats. You have two options for making these formats available to
applications such as SAS Data Integration Studio and SAS Information Map Studio:
n Give the format catalog a standard name and place it in an expected location. This is
the preferred method.
n Create a user-defined formats configuration file, and use the FMTSEARCH system
option to point to the format catalog.

Use a Standard Name and Location for the Format Catalog

To make the format catalog available, in the preferred method, perform the following
steps:

1 Name the format catalog formats.sas7bcat.

2 Place the catalog in the directory SAS-configuration-directory\Lev1\SASApp

\SASEnvironment\SASFormats.

Create a User-Defined Formats Configuration File

Alternatively, you can create a user-defined formats configuration file in which you point
to the location of the formats catalog.

To make a format catalog available using the alternative method on Windows and UNIX
systems, perform the following steps:

1 To the SAS configuration file SAS-configuration-directory\Lev1\SASApp

\sasv9_usermods.cfg, add the CONFIG system option, and use it to point to the
user-defined formats configuration file:
-config "SAS-configuration-directory\Lev1\SASApp\userfmt.cfg"

2 Then, use the FMTSEARCH system option in the same SAS configuration file to
point to the format catalog:
 Establishing Connectivity to a Library of SAS Data Sets 77

-set fmtlib1 "SAS-configuration-directory\Lev1\Data\orformat"

-insert fmtsearch (fmtlib1.orionfmt)

In this example, SAS-configuration-directory\Lev1\Data\orformat is

the location of the format catalog, and orionfmt (filename orionfmt.sas7bcat) is the
name of the format catalog. If you have more than one catalog to list, leave a space
between each catalog name.

Note: On UNIX systems, you must enter the environment variable name in
uppercase. For example, you enter FMTLIB1 instead of fmtlib1.

To make a format catalog available using the alternative method on z/OS systems,
perform the following steps:

1 Add the AUTOEXEC system option to the SAS launch command as shown in the
following example:
SAS-configuration-directory/Lev1/SASApp/startsas.sh
o("autoexec="./WorkspaceServer/userfmt.sas"")

In this example, startsas.sh is your SAS launch command script, and userfmt.sas
is the name of the SAS autoexec file. When you enter the command, you must enter
it all on one line.

2 In the autoexec file, use the LIBNAME statement to assign the format library and the
OPTIONS statement to set the FMTSEARCH system option. For example, you
might specify the following statements:
LIBNAME fmtlib1
'SAS-configuration-directory/Lev1/Data/orformat';
options fmtsearch=(fmtlib1.orionfmt);
78 Chapter 4 / Connecting to Common Data Sources

Establishing Shared Access to SAS

Data Sets

Overview of Establishing Shared Access

The following figure provides a logical view of accessing SAS data sets through a
SAS/SHARE server.

Figure 4.2 Establishing Shared Access to SAS Data Sets

SAS Data SAS/SHARE

Workspace Server
Integration Studio Server

SAS/SHARE
Base SAS Engine
REMOTE Engine

Library of
SAS Data Sets

Client SAS Application Server Data Server

Base SAS libraries allow the following access:

n Any number of users can read data.
n A single user can write or update data.

This access can be extended through the use of the SAS/SHARE server. A
SAS/SHARE server permits multiple users to update the same items in a SAS library.

You can share access to a library of existing SAS data sets by using a SAS/SHARE
server to manage access to the data. Assume that the SAS/SHARE software has
already been loaded by using the standard installation wizard, and that you have
registered a SAS/SHARE server in metadata (for example, SHAREServer) that was
created by the wizard. Configuring shared access is a two-stage process:
 Establishing Shared Access to SAS Data Sets 79

1 Create a SAS/SHARE REMOTE Engine Library. This library is assigned to a SAS

Application Server, as shown in the previous figure.

2 While creating the SAS/SHARE REMOTE Engine Library, choose the option to
register a new library to the SAS/SHARE server. This is shown in the previous figure
as a Base SAS library. It is very important to pre-assign this library and to assign it to
the SAS/SHARE server.

Create a SAS/SHARE Remote Engine Library

Using SAS Management Console
To create a SAS/SHARE Remote Engine library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAS/SHARE REMOTE Engine Library from the SAS Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example,

SharedAccessToOrionGold). You can supply an optional description. Click Next.

4 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.

5 Enter a value for Libref and click Next.

6 Enter the following library properties:

Table 4.2 Server and Connection Information

Field Sample Value

SAS/SHARE Server SHAREServer

SAS/SHARE Server Library Click New to register a new library such as a Base
SAS library. Assign the new library to the
SAS/SHARE Server and set the library as pre-
assigned.
80 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Connection

Default Login (None) (This default login is used to resolve conflicts

between multiple logins to an authentication domain.
In such cases, the default login is used.)

Click Next.

7 Examine the final page of the wizard (for the SAS/SHARE REMOTE Engine Library)
to ensure that the proper values have been entered. Click Finish to save the wizard
settings.

8 Restart the SAS/SHARE server.

At this point, register tables as explained in “Registering and Verifying Tables” on page
171.

Create a SAS/SHARE Remote Engine Library

Using SAS Environment Manager
To create a SAS/SHARE Remote Engine library, perform the following steps:

1 Click the Administration tab.

2 Click the Side Menu icon in the upper left corner of the window.

3 Click Libraries.

4 Click the New Library icon .

5 Enter a library Name (for example, SharedAccessToOrionGold). The name cannot

contain a forward slash or a backslash. Change the Location using Browse to /
Shared Data. Click SAS Base Library. The Options dialog box appears.

6 In the Options dialog box, enter the Libref.

 Establishing Connectivity to a Microsoft Excel File 81

Field Sample Value

Libref Enter an identifier of your choice (for example, ShareLib). The libref
name cannot contain spaces. The first character must be a letter or an
underscore and all other characters can be either letters, underscore,
or numbers.

Engine Click the down arrow at the right of the field. From the resulting drop-
down list, select an engine. For this example, the value (Base) is the
engine name.

Enable If you need WebDAV support, select the check box.

WebDAV
support

Specify the For this example, select the /install/data/SAS check box.
path to the
library

Click OK.

7 Examine the page to ensure that the proper values have been entered. Enter the
Description. Click the Save icon to save the new library.

Establishing Connectivity to a Microsoft

Excel File

Overview of Establishing Connectivity to an

Excel File
The following figure provides a logical view of using an Excel file as a data source.
82 Chapter 4 / Connecting to Common Data Sources

Figure 4.3 Establishing Connectivity to an Excel File

SAS Data
Workspace Server
Integration Studio

Base SAS Code

Client SAS Application Server Files

The Excel file must be stored in a location that can be accessed by a Windows
machine. This example focuses on a file that is local to a SAS server, but a Windows
UNC path such as \\datasrv\sales\firstquarter.xls is also acceptable.

Note: Mapped drives are not accessible to SAS Application Servers.

To establish connectivity to an Excel file, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select Microsoft Excel Library from the Database Data list. Click Next.

3 Enter a value for Libref and click Next.

4 Enter an appropriate library name in the Name field (for example,

FirstQuarterSales). Specify a metadata folder location for the library in the Library
field. You can supply an optional description. Click Next.

5 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.

6 On the server and connection page, click New in the Server Details group box to
specify a new database server.
 Establishing Connectivity to a Flat File 83

The New Server wizard is displayed.

7 Enter a name such as FirstQuarterSalesFolder in the Name field. Click Next.

8 Click Next on the Server Properties page.

9 On the Connection Properties page, enter the path to the Excel file. Enclose the
value in quotation marks (for example, "C:\sales\firstquarter.xls"). Click Next.

10 Examine the final page of the New Server wizard to ensure that the proper values
have been entered. Click Finish to save the server settings.
The New Server wizard closes and returns you to the final page of the New Library
wizard.

11 Examine the final page of the New Library wizard to ensure that the proper values
have been entered. Click Finish to save the library settings.
At this point, register tables as explained in “Registering and Verifying Tables” on
page 171.

The Microsoft Excel Library wizard in SAS Management Console generates the
metadata to construct a LIBNAME statement for the EXCEL LIBNAME engine. For
more information about the EXCEL LIBNAME engine and supported options, see the
SAS/ACCESS Interface to PC Files: Reference.

Establishing Connectivity to a Flat File

The following figure provides a logical view of using an external file as a data source.
84 Chapter 4 / Connecting to Common Data Sources

Figure 4.4 Establishing Connectivity to External Files

SAS Data
Workspace Server
Integration Studio

Base SAS Code

Client SAS Application Server Files

You can connect to a flat file using the External File Source Designer in SAS Data
Integration Studio.
Assume that the SAS software has already been loaded by using the standard
installation wizard, and that the flat file is stored in a location that can be accessed. This
example focuses on a comma-delimited flat file. A similar process is used for other
types of flat files, but some steps are different.

To establish a connection to a flat file, perform the following steps:

1 Open SAS Data Integration Studio. Then, select File  New  External File 
Delimited to access the New Delimited External File wizard.

2 Enter a name for the external file and click Next.

3 Enter the fully qualified path to the file in the File name field (for example, SAS-
configuration-directory\sources\customer_data.dat). Click Next.

4 On the Delimiters and Parameters page of the wizard, deselect the Blank option in
the Delimiters group box. Then, select the Comma option. Click Next to access the
Column Definitions page of the wizard.

5 To define the columns, perform the following steps:

 Establishing Connectivity to a Flat File 85

a Click Refresh to view the data from the flat file in the File tab in the view pane at
the bottom of the page.

b Click Auto Fill to access the Auto Fill Columns dialog box. Change the value
entered in the Start record field in the Guessing records group box to 2. This
setting is based on the assumption that the first data record of the flat file
contains header information and that the record is unique because it holds the
column names for the file. Therefore, excluding the first data record from the
guessing process yields more accurate preliminary data because it is excluded
when the guessing algorithm is run.

6 Click Import to access the Import Column Definitions dialog box. The following four
methods are provided for importing column definitions:
n Get the column definitions from other existing tables or external files.
n Get the column definitions from a format file.
n Get column definitions from a COBOL format file.
n Get the column names from column headings in the file.
In most cases, you get the column definitions from an external format file or from the
column headings in the external file. Here is an example of a format file:
# Header follows
Name,SASColumnType,SASColumnName,SASColumnLength,SASInformat,SASFormat,Desc,ReadFlag
# Column definition records records follow
Make,C,Make,13,,$char13.,Manufacturer name column,y
Model,C,Model,40,,$char40.,Model name column,y
# Comma within quotation marks below is not a delimiter
Description,C,Description,32,$char32.,,'Description, Comments, Remarks',y

A sample of the output is shown in the following figure:

86 Chapter 4 / Connecting to Common Data Sources

For this example, select the Get the column names from column headings in the
file radio button. Keep the default settings for the fields underneath it.

Note: If you select Get the column names from column headings in the file, the
value in the Starting record field in the Data tab of the view pane in the Column
Definitions dialog box is automatically changed. The new value is one greater than
the value in the The column headings are in file record field in the Import Column
Definitions dialog box.

7 Click OK to return to the Column Definitions page.

8 The preliminary data for the external file object is displayed in the columns table at
the top of the page. The Informat and Format columns for the rows in the table are
based on the values that are included in the sample data that is processed by the
guessing function. The results are accurate for this particular set of records, but you
should still examine them to make sure that they are representative of the data in the
rest of the flat file. Edit the values by clicking directly on the cells in the column table
and making the necessary changes.

9 Click the Data tab at the bottom of the Column Definitions page. Then, click
Refresh. The data should be properly formatted. If not, edit the cells in the column
table and check the results by refreshing the Data tab. You can repeat this process
until you are satisfied. You can review the SAS log for more details.

Note: To view the code that is generated for the external file, click the Source tab.
To view the SAS log for the generated code, click the Log tab. The code that is
displayed in the Source tab is the code that is generated for the current external file.

10 Click Next.
 Establishing Connectivity to XML Data 87

11 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. The file is ready for use.

Establishing Connectivity to XML Data

The following figure provides a logical view of using XML files as a data source.

Figure 4.5 Establishing Connectivity to XML Files

SAS Data
Workspace Server
Integration Studio

Base SAS Code

Client SAS Application Server XML Files

The following steps describe how to specify a SAS XML library in SAS Management
Console. Assume that the XML library points to an XML file that contains climate
information (climate.xml). The XML file is in generic format, as defined for the SAS
XML LIBNAME engine. For more information, see the SAS XML LIBNAME Engine:
User's Guide.
To register an XML library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAS XML library from the SAS Data list. Click Next.
88 Chapter 4 / Connecting to Common Data Sources

3 Enter an appropriate library name in the Name field (for example, XML Lib). Click
Next.

4 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.

5 Enter information about the library, such as the following:

Table 4.3 Library Properties

Field Sample Value

Libref xmllib

Engine XML

XML File Location C:\sources\xml\climate.xml

XML Type GENERIC

Library Access READONLY

Click Next.

6 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Establishing Connectivity to a SAS

Information Map

Overview of Establishing Connectivity to a

SAS Information Map
A SAS Information Map is a business metadata layer on top of another data source.
When an information map is registered as a table in a SAS Information Map library, it
 Establishing Connectivity to a SAS Information Map 89

can also be used as the data source for other information maps. For more information
about creating information maps, see either the SAS Information Map Studio Help or
Base SAS Guide to Information Maps. Information map tables are expected to be used
primarily by SAS Information Map Studio.

Figure 4.6 Establishing Connectivity to an Information Map

SAS Information
Workspace Server
Map Studio

Information Maps
Metadata Server
LIBNAME Engine

Information Maps

Client SAS Application Server Data Server

To register a SAS Information Map library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAS Information Map Library from the SAS Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, InfoMapLib). Click
Next.

4 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.

5 Enter information about the library, such as the following:

Table 4.4 Library Properties

Field Sample Value

Libref maplib
90 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Engine SASIOIME

Metadata server select a metadata server from the list

Default login (None)

Information map location /Shared Data/SASInfoMaps

Click Next.

6 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.

Special Considerations for Information Map

Tables
n When registering the tables with SAS Management Console, ensure that the check
box for the option Enable special characters within DBMS object names option is
selected. The New Library wizard uses data item IDs from the source information
map as column names for the table. These data item IDs sometimes contain special
characters.
n The data item IDs of a source information map are used as column names when the
information map is registered as an information map table. If you change the data
item ID or table column name after the table is registered, then you will not be able
to run queries on the table.
n By default, the values retrieved from an information map table are the detail values
from the source information map. If you want to retrieve aggregated values, then you
must set an aggregation option. You can set the AGGREGATE= options for tables
and libraries in Data Library Manager in SAS Management Console. After you add a
table as a data source for an information map, you can also set the aggregation
option for the data source in the Table Properties dialog box in SAS Information Map
 Establishing Connectivity to a SAS Information Map 91

Studio. Selecting the Use the detail values from the data source radio button is
equivalent to setting the AGGREGATE= option to NO, and selecting the Use the
aggregated values from the data source radio button is equivalent to setting the
AGGREGATE= option to YES. This setting overrides the aggregation settings on the
library or the table.
n When referenced by an information map table, measure data items that reference
other measure data items or that use aggregate functions in their expressions can
produce aggregated values only. If a source information map contains one of these
data items, then set the AGGREGATE= option to YES on the library. Otherwise,
these data items are not registered as columns when you register the information
map as a table.
n If the source information map for an information map table has measure data items
that reference other measure data items or that use aggregate functions in their
expressions, then the combination of setting the AGGREGATE= option to YES on
the library and setting the AGGREGATE= option to NO on the table or on the data
source (within SAS Information Map Studio) causes the table data to be
inaccessible.
n Normally, when an information map table is registered, its columns get their formats
from the associated source data items. However, when a source data item is a
measure data item and has a data type of character, then if the AGGREGATE=
option is set to NO on the library, the format is not set to the format of the source
data item. The format is set to the format of the column that the source data item is
based on.
n Because an information map acts as a reference to underlying data, ReadMetadata
permission must be granted to a user for the information map table, the source
information map, and the table used by the source information map. Read
permission is also needed on the source information map.
n Stored processes and prefilters associated with a source information map are
applied to the information map table. (Filters that are not used as prefilters are not
applied.)
n If a stored process is associated with a source information map and the stored
process uses prompts with default values, the stored process is applied to the
92 Chapter 4 / Connecting to Common Data Sources

information map table. If the prompts do not have default values, the stored process
does not affect the information map table.
n Information maps created from OLAP cubes cannot be registered as information
map tables.
n The source information map name must be 32 bytes or less.

Establishing Connectivity to an ODBC

Database Using Microsoft Windows NT
Authentication

Overview of Establishing Connectivity to an

ODBC Database Using Microsoft Windows NT
Authentication
The following figure provides a logical view of using ODBC with SAS/ACCESS software.

Figure 4.7 Establishing Connectivity to an ODBC Database

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS Microsoft Access

Interface to ODBC Database

ODBC Driver
Database Tables
Manager

ODBC Driver

Client SAS Application Server Data Server

 Establishing Connectivity to an ODBC Database Using Microsoft Windows NT Authentication
93
This example explains how to define an Open Database Connectivity (ODBC) library in
SAS Management Console using Windows authentication to access Microsoft SQL
Server data. In this section, the SAS server is running in a Windows operating
environment. Once you define the ODBC library, you can use the library with SAS
Enterprise Guide and SAS Data Integration Studio.

Prerequisites
The following prerequisites are necessary before you can define an ODBC library in
SAS Management Console.
n Make sure that “Login as batch” user rights are assigned for your user ID (entered in
the WindowsDomain\user). For details about assigning user rights, see your
Windows operating system documentation.
n SAS/ACCESS Interface to ODBC and the ODBC driver for the Microsoft SQL Server
must be installed and configured on the same machine where your SAS System
runs.
Setting up a connection from SAS to an ODBC data source using Microsoft Windows
NT authentication is a five-stage process.

1 Configure an ODBC data source using Microsoft Windows NT authentication.

2 Verify a library by submitting a LIBNAME statement with the ODBC engine.

3 Register a user.

4 Register the ODBC Server.

5 Register the ODBC library.

Stage 1: Configure an ODBC Data Source

Using Microsoft Windows NT Authentication
1 Select Start  Control Panel.
94 Chapter 4 / Connecting to Common Data Sources

2 In the Control Panel window, select System and Security  Administrative Tools
 Data Sources (ODBC) to open the ODBC Data Source Administrator dialog box.

3 Click the System DSN tab. On that tab, click Add to open the Create New Data
Source dialog box.

4 Select SQL Server in the Create New Data Source dialog box.

5 Click Finish, and the Create a New Data Source to SQL Server dialog box appears.
Enter the name of your data source and the name of your server. This example uses
the values SqlServerNT and BLUEFIN, respectively.

6 Click Next. On this page, specify the following items:

n the method for verifying the login ID

n the network library that is used to communicate with the SQL Server (via the
Client Configuration button)
n a connection to the SQL Server
 Establishing Connectivity to an ODBC Database Using Microsoft Windows NT Authentication
95

7 Click Next to make further server-configuration changes, as necessary.

8 Click Finish. The application displays a summary page.

At this point, you should click Test Data Source to run a test connection and ensure
that your configuration is valid. If the test is successful, the Test Results page is
displayed.

9 Click OK to exit.

10 Click OK again to exit the ODBC Data Source Administrator dialog box.

Stage 2: Create a Library By Submitting a

LIBNAME Statement with the ODBC Engine
1 Invoke SAS.

2 Submit a LIBNAME statement that contains the ODBC engine in the SAS Enhanced
Editor. The LIBNAME statement should be similar to the following:

libname odbclib odbc noprompt="dsn=SqlServerNT;Trusted_Connection=yes"

schema=DBO;

3 After you submit this LIBNAME statement, make sure that you can see your SQL
Server tables in the SAS Explorer window. You can also submit a DATASETS
procedure similar to the following to display the tables in the SAS log:
96 Chapter 4 / Connecting to Common Data Sources

proc datasets lib=odbclib;

quit;

The previous steps confirm that the ODBC data source was created correctly and that
you can access the tables in the Microsoft SQL Server. If another user has trouble
accessing the tables from the registered library (described in the following stages), then
ask the user to try these steps or request assistance from your Windows administrator.

Stage 3: Register a User

1 Open SAS Management Console and log on with the user ID SASADM or with the
ID of any other unrestricted user. The SAS Management Console window is
displayed.

2 Right-click User Manager in the left pane. Select New  User. This selection opens
the New User Properties dialog box.

3 Click the General tab in the New User Properties dialog box, and add the user name
in the Name text box. Display Name, Job Title, and Description are optional.

4 Click the Accounts tab. Click New to open the New Login Properties dialog box.

5 Add the Windows user ID (in the form WindowsDomain\user) and password in the
New Login Properties dialog box. Click OK. The user ID and password appear in the
New Users Properties dialog box.

6 Click OK to return to the main SAS Management Console window.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Stage 4: Register the ODBC Server

1 Right-click Server Manager in the SAS Management Console window.

2 Select New Server from the menu. This selection invokes the New Server wizard.
 Establishing Connectivity to an ODBC Database Using Microsoft Windows NT Authentication
97
3 Select ODBC Server from the Database Servers list in the New Server wizard.

4 Click Next. Specify a name for the new ODBC server, such as
sql_server_ntauth. The Description field is optional.

5 Click Next to continue to the next page, which lists the default property values for
the server.

Note: Do not change these default values. Just click Next to continue to the next
page in the wizard.
Table 4.5 Server Properties

Field Sample Value

Major Version Number 6

Minor Version Number 10

Data Source Type ODBC — Other Database

Software Version 6.10

Vendor Defaults to vendor name

Associated Machine Defaults to your machine name

6 Click Next.

7 Select the Connection String radio button.

98 Chapter 4 / Connecting to Common Data Sources

Enter the following string in the Connection String text box:

"dsn=SQlServerNT;Trusted_Connection=yes"

Note: The value for the DSN= parameter is the name of the ODBC-system data
source that you set up in stage 1.
Select None for Authentication type. Select DefautAuth for the Authentication
domain.

Note: If you do not want to create a data source name, you can connect without
using the DSN= parameter. Instead, submit the following LIBNAME statement:

libname test odbc noprompt='server=bluefin.your-domain.com;driver=sql

 Establishing Connectivity to an ODBC Database Using Microsoft Windows NT Authentication
99
server;Trusted Connection=yes';

In this case, you enter the following as the connection string in the Connection
String text box:
'server=bluefin.your-domain.com;driver=sql server;
Trusted Connection=yes'

8 Click Next.

9 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 5: Register the ODBC Library

1 Expand Data Library Manager in SAS Management Console.

2 Right-click Libraries and select New Library to open the New Library wizard.

3 Select ODBC Library from the Database Data list. Click Next.

4 Specify a name for your library (for example, sql_server_ntauth) Click the
Browse button by Location to select the metadata folder location.

5 Click Next. Select the appropriate server from the Available servers list and move it
to the Selected servers list. For this example, use SASApp.

6 Click Next.

7 Enter a libref in the Libref text box, such as Odbclib.

Table 4.6 Library Properties

Field Sample Value

Libref Odbclib

Engine ODBC
100 Chapter 4 / Connecting to Common Data Sources

8 Click Next.

9 Specify the schema name (DBO) and the database server (sql_server_ntauth).

10 Click Next.

11 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

At this point, your library is defined. However, to access data, you might need to perform
extra steps (for example, pre-assigning the library or registering tables). See
“Registering and Verifying Tables” on page 171.

Establishing Connectivity to an OLE DB

Database Using Microsoft Windows NT
Authentication

Overview of Establishing Connectivity to an

OLE DB Database Using Microsoft Windows
NT Authentication
The following figure provides a logical view of using OLE DB with SAS/ACCESS
software.
 Establishing Connectivity to an OLE DB Database Using Microsoft Windows NT
Authentication 101
Figure 4.8 Establishing Connectivity to an OLE DB Database

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Database Server
Interface to OLE DB

OLE DB
Data Provider

Client SAS Application Server Data Server

This section explains how to define an OLE DB library in SAS Management Console in
order to access the Microsoft SQL Server using Microsoft Windows NT authentication.

Prerequisites
The following prerequisites are necessary before you begin defining an OLE DB library:
n Make sure that “Login as batch” rights are assigned for your user ID (entered in the
WindowsDomain\user). For details about assigning user rights, see your Windows
operating system documentation.
n SAS/ACCESS Interface to OLE DB and the OLE DB provider for the Microsoft SQL
Server must be installed on the same machine where SAS runs.
n Before you configure the library in SAS Management Console, make sure that you
can submit a LIBNAME statement successfully. Here is an example of a LIBNAME
statement:

libname sqlole oledb

init_string="Provider=SQLOLEDB.1;
Integrated Security=SSPI;
Persist Security Info=True;
Initial Catalog=Northwind;
Data Source=bluefin.na.sas.com" schema=DBO;
102 Chapter 4 / Connecting to Common Data Sources

Note: If you cannot see SQL Server tables in the SAS Explorer window, then you
need to submit the following SQL procedure to find the table names and the
corresponding schema for each table.
proc sql;
connect to oledb;
select table_name, table_schema from connection
to oledb(OLEDB::Tables);
quit;

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection from SAS to an OLE DB database using Microsoft Windows NT

authentication is a four-stage process.

1 Register the OLE DB server.

2 Register the OLE DB library.

3 Verify that the SQL Server tables are listed in the SAS Explorer.

4 Register the SQL Server tables.

Stage 1: Register the OLE DB Server

To register an OLE DB server, perform the following steps:

1 From the navigation tree, right-click Server Manager and select the New Server
option to access the New Server wizard.

2 Expand the Database Servers folder and select OLE DB Server.

3 Click Next.

4 Enter the server name (for example, sqlserver_oledb_ntauth) in the Name

field. The Description field is optional.
 Establishing Connectivity to an OLE DB Database Using Microsoft Windows NT
Authentication 103
5 Click Next to display the server properties. The following server properties displayed
in the data entry box are default values and should not be changed.
Table 4.7 Server Properties

Field Sample Value

Major Version Number 4

Minor Version Number 0

Data Source Type OLE DB — Other Database

Software Version 4.0

Vendor Microsoft Corp.

Associated Machine Defaults to your machine

Note: The Associated Machine property refers to the SAS Application Server - not
the SQL Server machine.

6 Click Next.

7 Enter the server name "bluefin.na.sas.com" (in quotation marks) for the SQL
Server in the Datasource field. Enter the Provider.
Table 4.8 Connection Properties

Field Sample Value

Datasource Enter "bluefin.na.sas.com" (in quotation marks) from

the example LIBNAME statement.

Provider Enter SQLOLEDB.1 from the example LIBNAME

statement.

Prompt The default is NO.

OLE DB Connection
Information Options
104 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Authentication type User/Password

Specify the credentials (in this example, user/
password) that are retrieved from metadata and that
correspond to the selected authentication domain,
OledbAuth.

Authentication Domain OledbAuth

Specify the domain (in this example, OledbAuth) that
is used to authenticate logon attempts to the OLE DB
server. (You might need to create a new
authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

Click the OLE DB Connection Information Options button to display the OLE DB
Connection Information Options dialog box.

8 Enter the following text In the Init String field. Enter the entire string in quotation
marks (" "), all on one line.
"Provider=SQLOLEDB.1;
Integrated Security=SSPI;
Persist Security Info=True;
Initial Catalog=Northwind;
 Establishing Connectivity to an OLE DB Database Using Microsoft Windows NT
Authentication 105
Data Source=bluefin.na.sas.com"

9 Click OK.

10 Specify Authentication Type and Authentication Domain.

11 Click Next.

12 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

13 In SAS Management Console, click the Server Manager icon.

The new OLE DB server name, sqlserver_oledb_ntauth, appears in the Name

list.

Stage 2: Register the OLE DB Library

1 From the navigation tree in SAS Management Console, expand Data Library
Manager.

2 Under Data Library Manager, right-click Libraries and select New Library to start
the New Library wizard.

3 In the wizard, expand the Libraries  Database Data folder and select OLE DB
Library. Click Next.

4 Enter the library name (for example, sqlserver_oledb_ntauth_lib) in the

Name field. The Description field is optional.

5 Click Next.

6 Select the appropriate server from the Available servers list and move it to the
Selected servers list on the right. For this example, use SASApp. Click Next.

7 Enter the libref name (for example, SqlOledb) in the Libref field.
106 Chapter 4 / Connecting to Common Data Sources

Table 4.9 Library Properties

Field Sample Value

Libref SqlOledb

Engine OLEDB

8 Click Next.

9 In the Database Server field, select the OLE DB server

(sqlserver_oledb_ntauth).
In the Database Schema Name field, enter a name (for example, DBO) for the new
OLE DB schema.

Note: This is the same database schema name specified in the LIBNAME
statement:

libname sqlole oledb init_string="Provider=SQLOLEDB.1;

Integrated Security=SSPI;
Persist Security Info=True;
Initial Catalog=Northwind;
Data Source=bluefin.na.sas.com" schema=DBO;

Note that the database schema name must be uppercase in the LIBNAME
statement.
Table 4.10 Server and Connection Information

Field Sample Value

Database Server Enter sqlserver_oledb_ntauth from the

LIBNAME statement example. (Use the database
server that you created in the New Server wizard.)

Database Schema Name Enter DBO from the LIBNAME statement example.

Connection Use the default value.

Default Login Use the default value of (None).

 Establishing Connectivity to an OLE DB Database Using Microsoft Windows NT
Authentication 107

Click Next.

10 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings. The new library
(sqlserver_oledb_ntauth_lib) appears in the list of libraries.

Stage 3: Verify That the SQL Server Tables

Are Listed in the SAS Explorer
Perform the following steps to check the accuracy of the LIBNAME statement that was
generated in the previous section:

1 Close SAS Management Console and restart it using the same Windows ID
(WindowsDomain\user) that you previously used.

2 From the navigation tree in SAS Management Console, right-click Data Library
Manager.

3 Under Data Library Manager, right-click the library that you just created
(sqlserver_oledb_ntauth_lib) and select Display LIBNAME Statement. The
Display LIBNAME Statement message window appears with the LIBNAME
statement that is generated for your server.

4 Copy the LIBNAME statement from the Display LIBNAME Statement window and
paste it into your SAS Program Editor.

5 Submit the LIBNAME statement and verify that the appropriate tables are listed in
the SAS Explorer window.

Stage 4: Register the SQL Server Tables

1 From the navigation tree in SAS Management Console, expand Data Library
Manager.
108 Chapter 4 / Connecting to Common Data Sources

2 In the Data Library Manager, right-click sqlserver_oledb_ntauth_lib and

select Register Tables.

3 In the SAS Library field, click the down arrow at the right of the field. From the
resulting drop-down list, select your application server (SASApp, in this example),
and click Next.

4 Click Next again, and the Define Tables dialog box is displayed with a list of SQL
Server tables.

5 In the list, click the table name for which you want to import metadata.

6 Click Next, and the application displays the table that you selected.

7 Click Finish, and you are able to use the specified table in any SAS BI client.

For more information, see “Relational Database Sources” on page 11.

Establishing Connectivity to a Teradata

Database

Overview of Establishing Connectivity to a

Teradata Server
The following figure provides a logical view of using Teradata with SAS/ACCESS
software.
 Establishing Connectivity to a Teradata Database 109

Figure 4.9 Establishing Connectivity to a Teradata Database

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Teradata Server
Interface to Teradata

Teradata Client

Client SAS Application Server Data Server

To define a database library in SAS Management Console with the SAS/ACCESS

software, you need SAS/ACCESS Interface to Teradata software installed on your SAS
server.
To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection from SAS to a Teradata database is a two-stage process.

1 Register the Teradata server.

2 Register the Teradata library.

Stage 1: Register the Teradata Server

To register the Teradata Server, perform the following steps in SAS Management
Console:

1 Right-click the Server Manager and select New Server from the menu. This
selection invokes the New Server wizard.
110 Chapter 4 / Connecting to Common Data Sources

2 Select Teradata Server (under Database Servers) in the New Server wizard. Then
click Next.

3 Specify a name for the new Teradata server. The Description is optional.

4 Click Next to continue. This page lists default server properties. Do not change
these default values.
Table 4.11 Server Properties

Field Sample Value

Major Version Number 14

Minor Version Number 0

Software Version 14.0

Vendor Teradata Corporation

Associated Machine Defaults to your machine

5 Click Next to continue. On this page, enter the Teradata connection properties for
your Teradata database.
Table 4.12 Connection Properties

Field Sample Value

Server Specify an entry in your (client) HOSTS file that

provides an IP address for a database server
connection. The value for this property corresponds
to the value for the SERVER= option in the
SAS/ACCESS software LIBNAME statement.

Account number Specify the account number that you want to charge
for the Teradata session. Note: This property is
optional.
 Establishing Connectivity to a Teradata Database 111

Field Sample Value

Authentication type User/Password specify the credentials (in this

example, user and password) that are retrieved from
metadata and that corresponds to the selected
authentication domain, TeraAuth.

Authentication Domain Specify the domain (in this example, Teraauth) that
is used to authenticate logon attempts to the
Teradata server. (You might need to create a new
authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

6 Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the Teradata Library

This example shows the process for establishing a SAS connection to a Teradata
database. After you verify the system requirements for the SAS/ACCESS engine, test
the database connection using a LIBNAME statement:

libname teralib teradata server=server-name user=user-ID pwd=password;

After you assign the LIBNAME statement, you can view your Teradata tables in the
TeraLib library either by viewing it from the SAS Explorer window or by submitting a
DATASETS procedure that is similar to the following:

proc datasets lib=teralib;

quit;
112 Chapter 4 / Connecting to Common Data Sources

Add the Teradata library using SAS Management Console Data Library Manager plug-
in.

1 In SAS Management Console, expand the Data Library Manager node.

2 Right-click Libraries and select New Library from the menu to open the New
Library wizard.

3 Under Database Data, select Teradata Library. Then click Next to continue to the
next page of the wizard.

4 Enter a name for your library (for example, TeraLibrary) in the Name field. In the
Location field, select the folder (known as the metadata folder) in which to save this
library.
Using a metadata folder to organize library and table objects in metadata (or any
other metadata content that is supported by folders) is an efficient way to control
access to those objects. Library and table objects inherit permissions from their
respective metadata folders. Controlling access to these objects through permission
inheritance is much easier when the objects are stored in the same metadata folder.
You control access to the libraries and tables by denying ReadMetadata permission
to the folder in which the library and tables are stored.
For more details about metadata folders, see “Working with SAS Folders” in SAS
Intelligence Platform: System Administration Guide.

5 Click Next to continue to the next page of the wizard.

6 Select the appropriate server from the Available servers list and move it to the
Selected servers list on the right. Note that even though the wizard states that this
step is optional, you must select the server. For this example, use SASApp.

7 Click Next to continue to the next page of the wizard. In the Libref field, enter your
libref (for example, TeraLib).
 Establishing Connectivity to a Teradata Database 113

Table 4.13 Library Properties

Field Sample Value

Libref TeraLib

Engine TERADATA

8 Click Next to move to the server and connection information page. Select the
Teradata server that you created.
Table 4.14 Server and Connection Information

Field Sample Value

Database Server Teradata_server (Use the database server that

you created in the New Server wizard.)

Database Schema Name See your database administrator for the correct
value. This is optional.

Default Login Use the default value of (None).

9 Click Next. Examine the final page of the wizard to ensure that the proper values
have been entered. Click Finish to save the wizard settings.

At this point, your library is defined. However, to access data, you either need to register
the tables or pre-assign the library. See “Registering and Verifying Tables” on page
171.
114 Chapter 4 / Connecting to Common Data Sources

Establishing Connectivity to an Oracle

Database

Overview of Establishing Connectivity to an

Oracle Database
The following figure provides a logical view of using Oracle as a data source.

Figure 4.10 Establishing Connectivity to an Oracle Database

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Oracle Server
Interface to Oracle

Oracle Client

Client SAS Application Server Data Server

This example shows the process for establishing a SAS connection to an Oracle
database. It assumes that the software for the database has already been loaded by
using the standard installation wizard for the database client.

Prerequisites
The following prerequisites are necessary before you begin defining an Oracle library:
n installation of SAS/ACCESS Interface to Oracle. For configuration information, see
the Install Center at http://support.sas.com/documentation/installcenter/94 and use
the operating system and SAS version to locate the appropriate SAS Foundation
Configuration Guide.
 Establishing Connectivity to an Oracle Database 115

n installation of a supported Oracle Database Client.

n validation that the Oracle client can communicate with the Oracle server.
n (UNIX only) configuration of SAS/ACCESS environmental variables. For more
information, see “Setting UNIX Environment Variables for SAS/ACCESS” on page
174.

Submit a LIBNAME statement, such as the following example:

libname oralib oracle path=pathname user=user-name password="password"

schema=database-schema-name;

Make sure you are able to see Oracle tables in the SAS Explorer window.

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.
Setting up a connection from SAS to a database management system is a two-stage
process.

1 Register the database server.

2 Register the database library.

Stage 1: Register the Oracle Server

To register the Oracle database server, perform the following steps:

1 Open SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select Oracle Server from the Database Servers list. Then, click Next.
116 Chapter 4 / Connecting to Common Data Sources

4 Enter an appropriate server name in the Name field (for example,

oracle_server_on_alien). You can supply an optional description. Click Next.

5 The server properties that are displayed in the window are default values and should
not be changed. To change the Associated Machine property, click the down arrow
at the right of the field and select the appropriate server from the drop-down list.
Table 4.15 Server Properties

Field Sample Value

Major Version Number 0

Minor Version Number 0

Software Version

Vendor Oracle Corporation

Associated Machine Defaults to your machine

Click Next.

6 Enter the following connection properties:

Table 4.16 Connection Properties

Field Sample Value

Path NEWSERVER10G (This value is contained in the

tnsnames.ora file generated during the Oracle
installation. The file is stored in an Oracle installation
directory such as /opt/oracle/app/oracle/
product/10.2.0/db_1/network/admin/
tnsnames.ora. The alias for the connection
information is contained in this file. See the following
figure.)

Authentication type The default is User/Password. Select a value from

the drop-down list.
 Establishing Connectivity to an Oracle Database 117

Field Sample Value

Authentication domain OraAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the Oracle Library

After you have registered the database server, register the database library. To register
the Oracle database library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select Oracle Library from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example,

oracle_lib_on_alien). You can supply an optional description. Click Next.

4 Select a SAS server from the list and use the right arrow to assign the SAS server.
This step makes the library available to the server and makes the library visible to
users of the server. This step is optional. Click Next.

5 Enter the following library properties:

Table 4.17 Library Properties

Field Sample Value

Libref ORAREF
118 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Engine ORACLE

You can also click Advanced Options to perform tasks such as pre-assignment and
optimization. Click Next to access the next page of the wizard.

6 Enter the following settings:

Table 4.18 Server and Connection Information

Field Sample Value

Database Server oracle_server_on_alien (Use the database

server that you created in the New Server wizard.)

Database Schema Name See your database administrator for the correct
value.

Default Login Use the default value of (None).

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.
 Establishing Connectivity to a Microsoft Access Database By Using ODBC 119

Establishing Connectivity to a Microsoft

Access Database By Using ODBC

Overview of Establishing Connectivity to a

Microsoft Access Database By Using ODBC
The following figure provides a logical view of using Microsoft Access as a data source
and connecting to the database with a SAS/ACCESS ODBC interface.

Figure 4.11 Establishing Connectivity to Access Databases By Using ODBC

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS Microsoft Access

Interface to ODBC Database

ODBC Driver
Database Tables
Manager

ODBC Driver

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection from SAS to a Microsoft Access database by using ODBC is a

three-stage process:

1 Define an ODBC data source.

120 Chapter 4 / Connecting to Common Data Sources

2 Register the database server.

3 Register the database library.

This example shows the process for establishing a SAS connection to an Access
database. It assumes that the software for the database has already been loaded with
the standard installation wizard for the database client. In addition, SAS/ACCESS
Interface to ODBC must be installed on the SAS server that accesses the Access
database.

Stage 1: Define the ODBC Data Source

First, you must define the ODBC data source. To define the ODBC data source on
Windows systems, perform the following steps:

1 Open the Windows Control Panel. Click Systems and Security  Administrative
Tools  Data Sources (ODBC) to access the ODBC Data Source Administrator
dialog box.

2 Click Add to access the Create New Data Source dialog box. Click the Microsoft
Access driver listed in the window (for example, Microsoft Access Driver [*.mdb]).
Click Finish to access the ODBC Microsoft Access Setup dialog box.

Note: System data sources and user data sources store information about how to
connect to the indicated data provider. A system data source is visible to all users
with access to the system, including Windows services. A user data source is visible
only to a particular user, and it can be used on the current machine only.

3 Enter the following configuration settings:

Table 4.19 Configuration Settings

Field Sample Value

Data Source Name MS Access

 Establishing Connectivity to a Microsoft Access Database By Using ODBC 121

Field Sample Value

Database Click Select to browse for your Access database file,

such as Northwinds.mdb in the Microsoft Office
Samples directory.

4 Click OK to save the configuration settings and return to the ODBC Data Source
Administrator dialog box. Then, click OK to save the data source.

Stage 2: Register the ODBC Server

To register the database server, perform the following steps:

1 Open the SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select ODBC Server from the Database Servers list. Click Next.

4 Enter an appropriate server name in the Name field (for example, MS Access
Server). One server is required for each DSN. Note that you can supply an optional
description if you want. Click Next.

5 Enter the following server properties:

Table 4.20 Server Properties

Field Sample Value

Major Version Number 3

Minor Version Number 7

Data Source Type ODBC - Microsoft Access

Software Version 3.7.0

122 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Vendor Microsoft

Associated Machine newserver.na.sas.com This is the server where

the database is running. (Select this value from the
drop-down list. If the value that you need is not
available, click New to access the New Machine
dialog box. Then enter the appropriate value in the
Host Name field.)

Click Next.

6 Enter the following connection properties:

Table 4.21 Connection Properties

Field Sample Value

Datasrc MS Access (Use the value entered in the Data

Source Name field in the ODBC Data Source
Administrator dialog box.)

Authentication type User/Password

Authentication domain ODBCAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.
 Establishing Connectivity to a Microsoft Access Database By Using ODBC 123

Stage 3: Register the ODBC Library

After you have registered the database server, you can register the database library. To
register the database library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Then, right-click

Libraries and select the New Library option to access the New Library wizard.

2 Select ODBC Library from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, MS Access
Library). Note that you can supply an optional description if you want. Click Next.

4 Select an application server from the list and use the right arrow to assign the
application server. Click Next.

5 Enter the following library properties:

Table 4.22 Library Properties

Field Sample Value

Libref ACCESREF

Engine ODBC

You can also click Advanced Options to perform tasks such as pre-assignment and
optimization. Click Next to access the next page of the wizard.

6 Enter the following settings:

Table 4.23 Server and Connection Information

Field Sample Value

Database Server MS Access Server (Use the database server that

you created in the New Server wizard.)
124 Chapter 4 / Connecting to Common Data Sources

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.

Establishing Connectivity to a SAS

Federation Server

Overview of Establishing Connectivity to a

SAS Federation Server
The following figure provides a logical view of connecting to a SAS Federation Server
and accessing tables from multiple data sources registered there, using a federated
DSN that contains multiple data source names.

Figure 4.12 Establishing Connectivity to a SAS Federation Server

SAS Data SAS Federation

Workspace Server
Integration Studio Server

FEDSVR Engine DSN

Data Sources

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.
 Establishing Connectivity to a SAS Federation Server 125

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

After defining a user or user group, setting up a connection from a SAS session to a
SAS Federation Server is a two-stage process:

1 Register the SAS Federation Server.

2 Register the SAS Federation Server library.

If you do not know the DSN or connection string to use for accessing the data, then
contact the server administrator for that information.

Stage 1: Register the SAS Federation Server

To register the SAS Federation Server, perform the following steps:

1 Open the SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select SAS Federation Server from the SAS Servers list. Click Next.

4 Enter an appropriate server name in the Name field (for example, Federation
Server). Note that you can supply an optional description if you want. Click Next.

5 Enter the following server properties:

Table 4.24 Server Properties

Field Sample Value

Major Version Number 3

Minor Version Number 2

Software Version 3.2

Vendor SAS Institute

126 Chapter 4 / Connecting to Common Data Sources

Click Next.

6 Leave the connection type set to SAS Connection.

Click Next.

7 Enter the following connection properties:

Table 4.25 Connection Properties

Field Sample Value

Port number 21032

Host name Specify the host name for the SAS Federation
Server.

Authentication type User/Password

Authentication domain DFAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

Click Next.

8 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the SAS Federation Server

Library
After you have registered the SAS Federation Server, you can register the SAS
Federation Server library.
 Establishing Connectivity to a SAS Federation Server 127

To register the library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Then, right-click

Libraries and select the New Library option to access the New Library wizard.

2 Select SAS Federation Server Library from the SAS Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, Federated Data
Library). Click Browse and select a metadata folder location for the library. Note
that you can supply an optional description if you want.
Click Next.

4 Select an application server from the list and use the right arrow to assign the
application server.
Click Next.

5 Enter the following library properties:

Table 4.26 Library Properties

Field Sample Value

Libref FEDREF

Engine FEDSVR

Identify Connection Information Select the radio button for Data Source Name and
specify the DSN.
If you prefer to specify a connection string, then
select the radio button for Connection String. For
information about SAS Federation Server connection
strings, see SAS Federation Server: Administrator's
Guide.

You can also click Advanced Options to perform tasks such as pre-assignment and
optimization. Click Next to access the next page of the wizard.

6 Enter the following settings:

128 Chapter 4 / Connecting to Common Data Sources

Table 4.27 Server and Connection Information

Field Sample Value

Database Server Federation Server (Use the server that you

created in the New Server wizard.)

Database Schema Name See your administrator for the correct value.

Connection Use the default value of Connection: server_name.

Default Login Use the default value of (None).

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.

Special Considerations for SAS Federation

Server Libraries
A federated DSN can be configured with several schemas so that data from several
data sources can be federated under a single DSN. However, when you register tables
for a library that uses a federated DSN, you can register the tables from the first schema
only.

For more information about how the LIBNAME engine for SAS Federation Server
supports access to one data source at a time, see “Data Source Connection” in SAS
LIBNAME Engine for SAS Federation Server: User's Guide.
 Establishing Connectivity to a SAS Scalable Performance Data Server 129

Establishing Connectivity to a SAS

Scalable Performance Data Server

Overview of Establishing Connectivity to a

SAS Scalable Performance Data Server
The following figure provides a logical view of using SAS Scalable Performance Data
(SPD) Server tables as a data source.

Figure 4.13 Establishing Connectivity to an SPD Server

SAS Data
Workspace Server
Integration Studio

SAS Scalable
SPDS Engine Performance Data
Server

SPDS Tables

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

After defining a user or user group, configuring a connection from SAS to an SPD
Server is a three-stage process:

1 Configure the libnames.parm file.

2 Register the SPD Server.

130 Chapter 4 / Connecting to Common Data Sources

3 Register the SPD Server library.

This example shows the process for establishing a SAS connection to SPD Server. It
assumes that the software for the database has already been loaded by using the
standard installation wizard for the database client. The SPD Server client and server
software must be installed before the connection can be established.

Stage 1: Configure the libnames.parm File

When you install the SPD Server software on Windows, a libnames.parm file is created
in the C:\Program Files\SAS Institute Inc\SPDS-version\Site directory. You
must specify at least a LIBNAME and a pathname for the directory to use for the SPD
Server tables (for example, C:\SPDSTables). For the LIBNAME, use the LIBNAME
domain that you created earlier for the library (in this case, spdsrv).

A sample libnames.parm file is shown in the following figure:

Stage 2: Register the SAS Scalable

Performance Data Server
To register the database server, perform the following steps:

1 Open the SAS Management Console application.

 Establishing Connectivity to a SAS Scalable Performance Data Server 131

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select SAS Scalable Performance Data Server from the SAS Servers list. Then,
click Next.

4 Enter an appropriate server name in the Name field (for example, SPDServer). You
can supply an optional description. Click Next.

5 Enter the following server properties:

Table 4.28 Server Properties

Field Sample Value

Major Version Number 4

Minor Version Number 3

Vendor SAS Institute

SAS Compatibility SAS 9

Click Next.

6 Enter the following connection properties:

Table 4.29 Connection Properties

Field Sample Value

Host D1234

Port Number or Name 5200 (Enter the port number for the SPD Server
name server.)

Communication Protocol TCP

132 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Authentication Domain SPDSAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 3: Register the SAS Scalable

Performance Data Server Library
After you have registered the server, you can register the library. To register the library,
perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAS Scalable Performance Data Server Library from the SAS Data list.
Click Next.

3 Enter an appropriate library name in the Name field (for example,

SPDServerLibrary). You can supply an optional description. Click Next.

4 Select a SAS server from the list and use the right arrow to assign the SAS server.
This step makes the library available to the server and makes the library visible to
users of the server. Click Next.

5 Enter the following library properties:

 Establishing Connectivity to a SAS Scalable Performance Data Server 133

Table 4.30 Library Properties

Field Sample Value

Libref spdsrv

Engine SASSPDS

You can also click Advanced Options to perform tasks such as pre-assignment and
optimization. Click Next to access the next page of the wizard.

6 Enter the following settings:

Table 4.31 Server and Connection Information

Field Sample Value

SAS SPD Server SPDSServer (Use the database server that you
selected in the New Server wizard.)

LIBNAME Domain spdsrv (Select the domain name that you entered in
the libname.parms file.)

Default Login (None) (Keep this default value.)

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings.

At this point, register tables as explained in “Registering and Verifying Tables” on page
171.
134 Chapter 4 / Connecting to Common Data Sources

Establishing Connectivity to an SAP

Server

Overview to Establishing Connectivity to an

SAP Server
The following figure provides a logical view of connecting to an SAP Server as a data
source.

Figure 4.14 Establishing Connectivity to an SAP Server

SAS Data
Workspace Server
Integration Studio

SAS Data SAS/ACCESS SAP Application

Surveyor for SAP Interface to R/3 Server

SAP Data Tables

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection from SAS to an SAP server is a three-stage process:

1 Register the server.

2 Register the library.

3 Extract SAP metadata, if SAS Data Surveyor for SAP is installed.

 Establishing Connectivity to an SAP Server 135

This example shows the process for establishing a SAS connection to SAP. It assumes
that the following software has already been loaded by using the standard installation
wizard:
n SAP RFC library. This is required for communication with SAP.
n SAS/ACCESS Interface to R/3. For z/OS hosts, this installs the SAS RFC server.
For these z/OS hosts, this server must be started each time you start the SAS
servers such as the Object Spawner.

Stage 1: Register the SAP Server

To register the SAP server, perform the following steps:

1 Open the SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select SAP Server from the Enterprise Applications Servers list. Then, click Next.

4 Enter an appropriate server name in the Name field (for example, SAPServer). Note
that you can supply an optional description if you want. Click Next.

5 Enter the following server properties. An SAP 4.6 installation is used as the
example:
Table 4.32 Server Properties

Field Sample Value

Major Version Number 4

Minor Version Number 6

Software Version 4.6

Vendor SAP AG
136 Chapter 4 / Connecting to Common Data Sources

Click Next.

6 Enter the following connection properties:

Table 4.33 Connection Properties

Field Sample Value

Authentication Domain SAPAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

Client 800 (This value is obtained from your SAP

administrator.)

Language EN (This value is obtained from your SAP

administrator.)

Note: An embedded RFC server is not available for z/OS. For z/OS, click the
Advanced Options button and enter “host=rfc-server port=rfc-port” in the Other
option(s) to be appended text field. Also, select the Batch Mode check box.

7 Select Application Server and click Options to access the Application Server Host
dialog box.

TIP Instead of the application server, you might choose other options, as well,
including: SAPGUI Logical Name, SAPRFC.INI Logical Name, and Message
Servers

8 Enter the fully qualified name of the server host that was supplied by the SAP
administrator (for example, sapsrv.na.sas.com) in the Application Server Host
field. Enter the system number that was supplied by the SAP administrator (for
example, 12) in the System Number field. The default access mode is direct
access. In order to run in batch mode, click the Advanced Options tab. Select the
Batch Mode check box. In the Other options field, enter a value for destgroup
 Establishing Connectivity to an SAP Server 137

such as destgroup="SDSTEST". For batch mode on z/OS, follow the instructions in

Installation Instructions for SAS/ACCESS Interface to R/3 Software. Then, click OK
to return to the New Server wizard.

9 Click Next.

10 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the SAP Library

After you have registered the server, you can register the library. To register the library,
perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAP Library from the Enterprise Applications Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, SAP Library).
You can supply an optional description. Click Next.

4 Select an application server from the list and use the right arrow to assign the
application server. This step makes the library available to the server and makes the
library visible to users of the server. Click Next.

5 Enter the following library properties:

Table 4.34 Library Properties

Field Sample Value

Libref SAPLib

Engine SASIOSR3 (Accept the value that is populated

automatically.)

Click Next.
138 Chapter 4 / Connecting to Common Data Sources

6 Select the SAP server that you entered in the Name field of the New Server wizard
(for example, SAP Server) by using the Database Server drop-down list. Then, click
Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings.

Stage 3: Extract SAP Metadata

If SAS Data Surveyor for SAP is installed, then you can extract metadata about your
SAP objects to SAS data sets. Once you have created the SAS data sets, the tables in
your SAP System are available for use in jobs with clients like SAS Data Integration
Studio and SAS Enterprise Guide.

The tools for extracting the SAP metadata are provided as a plug-in to SAS
Management Console and access to the tool is controlled with role-based access. To
enable the extraction tool for role-based access and to extract the SAP metadata,
perform the following steps:

1 Using an unrestricted account such as sasadm@saspw, select Tools  Plug-in

Manager From the SAS Management Console.

2 On the Plug-in Manager window, select the ExtractionTool check box. Click OK.

3 Assign the ExtractionTool capability to a role with the User Manager plug-in to SAS
Management Console, and then associate users or groups with the role. The
following list provides two choices:
n Assign the ExtractionTool capability to an existing role such as Management
Console: Advanced.
n Create a new role, assign the ExtractTool capability to it, and then associate
users and groups with the new role.
For more information about roles, see “Change a Role's Capabilities” in SAS
Management Console: Guide to Users and Permissions.
 Establishing Connectivity to an SAP HANA Server 139

4 Important: Log on to SAS Management Console with an account that has access to
the Foundation repository and that is not an unrestricted account.

5 Select Tools  Extract from BW or Tools  Extract from R/3. For information
about using the tools, click Help.

Special Considerations for SAP

For z/OS operating environments, when you specify the language value on the New
Server wizard, use uppercase letters and enclose the value in quotation marks (for
example, “EN”).

Establishing Connectivity to an SAP

HANA Server

Overview to Establishing Connectivity to an

SAP HANA Server
The following figure provides a logical view of connecting to an SAP HANA Server as a
data source.
140 Chapter 4 / Connecting to Common Data Sources

Figure 4.15 Establishing Connectivity to an SAP HANA Server

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Interface to SAP HANA
SAP HANA Server

ODBC Driver
Database Tables
Manager

ODBC Driver
for SAP HANA

Client SAS Application Server Data Server

To define a database library in SAS Management Console with the SAS/ACCESS

software, you need SAS/ACCESS Interface to SAP HANA software installed on your
SAS server. After you verify the system requirements for the SAS/ACCESS Interface to
SAP HANA , test the database connection using a LIBNAME statement:
libname A1 sasiohna server=server-name port=number user=user-id password=password;

This example does not specify a DSN style. SERVER=, DATABASE=, USER=, and
PASSWORD= are connection options. This is the default method, which is
recommended.
libname A1 sasiohna server=mysrv1 port=30015 user=myusr1 password='mypwd1';

This example requires that you specify a DSN style.

libname B1 sasiohna dsn=hnatest user=myusr1 password=mypwd1;

After you assign the LIBNAME statement, you can view your SAP HANA tables in the
A1 library either by viewing it from the SAS Explorer window or by submitting a
DATASETS procedure that is similar to the following:
proc datasets lib=A1;
quit;

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.
 Establishing Connectivity to an SAP HANA Server 141

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection from SAS to an SAP HANA server is a two-stage process:

1 Register the server.

2 Register the library.

This example shows the process for establishing a SAS connection to an SAP HANA
data source. It assumes that SAS/ACCESS Interface to SAP HANA software has
already been installed.

Stage 1: Register the SAP HANA Server

To register the SAP HANA server, perform the following steps:

1 Open SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select SAP HANA Server from the Database Servers list. Then, click Next.

4 Click Next. Select the appropriate server from the Available servers list and move it
to the Selected servers list. For this example, use SASApp.

5 Enter the following server properties. An SAPHANA 1.0 installation is used as the
example:
Table 4.35 Server Properties

Field Sample Value

Major Version Number 1

Minor Version Number 0

Software Version 1.0

142 Chapter 4 / Connecting to Common Data Sources

Field Sample Value

Vendor SAP AG

Associated Machine Defaults to your machine, Click New to specify a

different machine.

Click Next.

6 Enter the following connection properties:

Table 4.36 Connection Properties

Field Sample Value

Server Information You are required to select at least one field. Enter the
ODBC Datasource appropriate information if you choose ODBC
Datasource or Connection String. If you choose
Connection String Server Information, then click Options. See Server
Information Options on page 143.
Enter the connection information for your SAP HANA
instance. There are several ways of specifying the
connection information. In the Server information
window, you can specify server and port, or the
server and instance information. Or you can enter the
ODBC data source, or a connection string. Click OK.

Authentication Type The default is User/Password. Select a value from

the drop-down list.

Authentication Domain DefaultAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.
 Establishing Connectivity to an SAP HANA Server 143

Enter mysvr1 in the Server field. The Driver field is optional. Click OK.

7 Click Next.

8 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the SAP HANA Library

After you have registered the server, you can register the library.

To register the library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select SAP HANA Library from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, SAP HANA
Library). You can supply an optional description. Click Next.

4 Select an application server from the list and use the right arrow to assign the
application server. This step makes the library available to the server and makes the
library visible to users of the server. Click Next.
144 Chapter 4 / Connecting to Common Data Sources

5 Enter the following library properties:

Table 4.37 Library Properties

Field Sample Value

Libref SHLibref

Engine SASIOHNA (Accept the value that is populated

automatically.)

Click Next.

6 Select the SAP HANA server that you entered in the Name field of the New Server
wizard (for example, SAS HANA Server) by using the Database Server drop-down
list. Then, click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings.

Establishing Connectivity to an Impala

Server

Overview of Establishing Connectivity to

Impala
The following figure provides a logical view of using the SAS/ACCESS Interface to
Impala.
 Establishing Connectivity to an Impala Server 145

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
Impala Server
Interface to Impala

Impala Client

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.

To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.
Setting up a connection from SAS to an Impala Server is a two-stage process:

1 Register the Impala server.

2 Register the Impala library.

Stage 1: Register the Impala Server

To register the Impala server, perform the following steps:

1 Open SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select Impala Server from the Database Servers list. Then, click Next.

4 Specify a name for the new Impala server. The Description is optional.
146 Chapter 4 / Connecting to Common Data Sources

5 Enter the following server properties. An Impala 1.0 installation is used as the
example:
Table 4.38 Server Properties

Field Sample Value

Major Version Number 1

Minor Version Number 0

Software Version 1.0

Vendor Cloudera Inc.

Associated Machine Defaults to your machine, Click New to specify a

different machine.

Click Next.

6 On this page, enter the connection properties. Click the Server Information button.
Click Options. For this example, enter the following connection properties:

Click OK.
Table 4.39 Connection Properties

Field Sample Value

Server Information:
ODBC datasource Information:
 Establishing Connectivity to an Impala Server 147

Field Sample Value

Authentication Type The default is User/Password. Select a value from

the drop-down list.

Authentication Domain DefaultAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

7 Click Next.

8 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register the Impala Library

After you have registered the server, you can register the library. To register the library,
perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.

2 Select Impala Library from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, Impala Library).
You can supply an optional description. Enter the Location if different from the
default. Click Next.

4 Select an application server from the list and use the right arrow to assign the
application server. This step makes the library available to the server and makes the
library visible to users of the server. Click Next.

5 Enter the following library properties:

148 Chapter 4 / Connecting to Common Data Sources

Table 4.40 Library Properties

Field Sample Value

Libref ImpLib

Engine SASIOIMP (Accept the value that is populated

automatically.)

Click Next.

6 Select the Impala server that you entered in the Database Server field of the New
Server wizard (for example, ImpalaServer) by using the Database Server drop-
down list. Then, click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings.

Establishing Connectivity to Hadoop

Overview of Establishing Connectivity to

Hadoop
The following figure provides a logical view of using the SAS/ACCESS Interface to
Hadoop to access a Hive Server. The Hive Server is shown running on the same
machine as the Hadoop NameNode.
 Establishing Connectivity to Hadoop 149

Figure 4.16 Establishing Connectivity to Hadoop Servers

SAS Data
Workspace Server
Integration Studio

SAS/ACCESS
HiveServer2
Interface to Hadoop

Hadoop JAR Files Tables

Client SAS Application Server Hadoop NameNode

The example shows the process for establishing a SAS connection to a Hive Server. In
order for the SAS/ACCESS interface to connect with the Hive Server, the machine that
is used for the SAS Workspace Server must be configured with several JAR files. These
JAR files are used to make a JDBC connection to the Hive Server. The following
prerequisites have been satisfied:
n installation of SAS/ACCESS Interface to Hadoop. For more information, see the
configuration guide for your operating system and SAS version at http://
support.sas.com/documentation/installcenter/94.
n installation of the Hadoop JAR files required by SAS. For more information, see the
“Hadoop JAR Files” in SAS Hadoop Configuration Guide for Base SAS and SAS/
ACCESS or the configuration guide for your operating system and SAS version at
http://support.sas.com/documentation/installcenter/94.
n setting the SAS_HADOOP_JAR_PATH environment variable. See the “SAS
Environment Variables for Hadoop” appendix in SAS Hadoop Configuration Guide
for Base SAS and SAS/ACCESS.

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.
To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.
150 Chapter 4 / Connecting to Common Data Sources

Setting up a connection from SAS to a Hadoop Server is a two-stage process:

1 Register the Hadoop Server.

2 Register the Hadoop via Hive library.

This section describes the steps that are used to access data in Hadoop as tables
through a Hive Server. SAS Data Integration Studio offers a series of transformations
that can be used to access the Hadoop Distributed File System (HDFS), submit Pig
code, and submit MapReduce jobs.

Hadoop Configuration Resources

Starting in the second maintenance release of SAS 9.4, a new support site for Hadoop
has been added to the SAS Third-Party Software Reference site:
http://support.sas.com/resources/thirdpartysupport/v94/hadoop/. This site includes a
new guide, SAS Hadoop Configuration Guide for Base SAS and SAS/ACCESS, which
covers pre-installation and post-installation information for a number of SAS
components that access Hadoop. The guide lists vendor-specific Hadoop JAR files and
describes SAS environment variables for Hadoop. This site also lists additional
resources for Hadoop support.

Stage 1: Register the Hadoop Server

To register the Hadoop Server, perform the following steps:

1 Open SAS Management Console application.

2 Right-click Server Manager and select the New Server option to access the New
Server wizard.

3 Select Hadoop Server from the Cloud Servers list. Then, click Next.

4 Enter an appropriate server name in the Name field (for example, HadoopServer).
You can supply an optional description. Click Next.
 Establishing Connectivity to Hadoop 151

5 In the second quarter of 2015, an Encryption Options section was added to SAS
Management Console.
Enter the following server properties:
Table 4.41 Server Properties

Field Sample Value

Major Version Number 5

Minor Version Number 3

Software Version 5.3

Vendor Cloudera

Associated Machine Select the host name for the HiveService node from
the menu.

Enable Encryption Yes or No. Specifies whether to enable AES

encryption for the libraries on the server.
Note: Enabling encryption does not affect existing
non-encrypted tables. Move any non-encrypted
tables to a backup location before enabling
encryption on an existing server definition. After you
enable encryption, move the table back to the server.
The table will be encrypted as they are written to the
server.

New Encrypt Key: If you enabled encryption, specify the encryption key.

Confirm Encrypt Key: Confirm the encryption key.

152 Chapter 4 / Connecting to Common Data Sources

Click Next.

6 Enter the following connection properties:

Table 4.42 Connection Properties

Field Sample Value

HiveService Node Specify the host name of the machine that is running
the HiveServer2. For this example, use hdp21d1.

Port Number Specify the network port number for the Hive Service.
For this example, use the default 10000.
 Establishing Connectivity to Hadoop 153

Field Sample Value

Environment Install Location /opt/TKGrid (For deployments that use SAS Visual
Analytics with Hadoop, specify the path to TKGrid on
the machines in the cluster.)

LASR Authorization Service Choose whether to select the Use LASR

authorization service check box. If you select this
check box, you must also specify the location of the
authorization service. This option applies only to
SASHDAT libraries that use this server. This check
box is automatically selected and cannot be cleared if
you enabled on-disk AES encryption for libraries on
this server.

Authentication type Use the default value of (none) for this example.

Authentication domain DefaultAuth (You might need to create a new

authentication domain. For more information, see
“How to Store Passwords for a Third-Party Server” in
SAS Intelligence Platform: Security Administration
Guide.) Click New to access the New Authentication
Domain dialog box. Then enter the appropriate value
in the Name field and click OK to save the setting.

Configuration For this example, use the default.

NameNode HTTP Address For this example, use the default.

Secondary NameNode HTTP For this example, use the default.

Address

Job Tracker HTTP Address For this example, use the default.
154 Chapter 4 / Connecting to Common Data Sources

7 Click Next. Examine the final page of the wizard to ensure that the proper values
have been entered. Click Finish to save the wizard settings.

Stage 2: Register the Hadoop via Hive

Library
After you have registered the Hadoop Server, register the library. To register the
Hadoop via Hive Library, perform the following steps:

1 In SAS Management Console, expand Data Library Manager. Right-click Libraries.

Then, select the New Library option to access the New Library wizard.
 Establishing Connectivity to Hadoop 155

2 Select Hadoop via Hive Library from the Database Data list. Click Next.

3 Enter an appropriate library name in the Name field (for example, Hive Library).
You can supply an optional description. Click Next.

4 Select a SAS server from the list and use the right arrow to assign the SAS server.
This step makes the library available to the server and makes the library visible to
users of the server. Click Next.

5 Enter the following library properties:

Table 4.43 Library Properties

Field Sample Value

Libref HIVEREF

Engine HADOOP

6 Click Advanced Options. Then, click the Connection tab.

7 Enter the following library properties:

Table 4.44 Library Properties

Field Sample Value

Hive Service For this example, use the default HIVE2.

Hive Properties Leave blank for this example.

Hive Kerberos Principal For this example, use hive/

[email protected]. See the
following figure.
156 Chapter 4 / Connecting to Common Data Sources

8 Click OK. Click Next to access the next page of the wizard.

9 Enter the following settings:

Table 4.45 Server and Connection Information

Field Sample Value

Database Server HadoopServer (Use the Hadoop Server that you

created in the New Server wizard.)

Database Schema Name See your Hadoop administrator for the correct value.

Connection Use the default value of Connection: server_name.

Default Login Use the default value of (None).

 Establishing Connectivity to a SAS LASR Analytic Server 157

Click Next.

10 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the library settings. At this point, register tables as
explained in “Registering and Verifying Tables” on page 171.

Special Considerations for Hadoop via Hive

Tables
Hadoop via Hive tables can be registered in metadata with clients such as SAS
Management Console and SAS Data Integration Studio. However, table metadata
cannot be updated after the table is registered in metadata.

Establishing Connectivity to a SAS

LASR Analytic Server

Overview of Establishing Connectivity to a

SAS LASR Analytic Server
The following figure provides a logical view of connecting to a SAS LASR Analytic
Server as a data source.
158 Chapter 4 / Connecting to Common Data Sources

Figure 4.17 Establishing Connectivity to a SAS LASR Analytic Server

SAS Data
Workspace Server
Integration Studio

SAS LASR Analytic SAS LASR

Server Engine Analytic Server

In-Memory Tables

Client SAS Application Server Data Server

To define a user or user group using SAS Management Console, see “Define the DBMS
User” on page 68 and “Define the DBMS User Group” on page 69.
To define a user or user group using SAS Environment Manager, see “Managing User
Access” in SAS Environment Manager Administration: User's Guide.

Setting up a connection to a SAS LASR Analytic Server is a two-stage process that can
be accomplished in SAS Management Console or SAS Environment Manager:

1 Register the SAS LASR Analytic Server.

2 Register the SAS LASR Analytic library.

Note: If you are creating these objects for use in SAS Visual Analytics, see the SAS
Visual Analytics: Administration Guide.

Note: Beginning in the third maintenance release for SAS 9.4, if SAS Visual Analytics
is part of your deployment, you can create and maintain SAS LASR Analytic Servers
and SAS LASR Analytic Server libraries using the SAS Environment Manager. For
instructions, see “Stage 1: Register a SAS LASR Analytic Server Using SAS
Environment Manager” on page 162 and “Stage 2: Register a SAS LASR Analytic
Server Library Using SAS Environment Manager” on page 165.
 Establishing Connectivity to a SAS LASR Analytic Server 159

Stage 1: Register a SAS LASR Analytic

Server Using SAS Management Console
1 On the Plug-ins tab in SAS Management Console, expand Environment
Management. Right-click Server Manager, and select New Server.

2 In the New Server wizard, select SAS Servers  SAS LASR Analytic Server. Click
Next.

3 Enter a name for the server. Click Next.

4 Enter the following server properties:

Table 4.46 Server Properties

Field Sample Value

Single machine For a distributed server, select No.

server For a non-distributed server, select Yes.

High-Performance Specify the host path where files that define the cluster are located
Analytics (for example, /opt/TKGrid). This field is applicable to a
environment install distributed server only.
location

Number of Accept the default value (ALL). This field is applicable to a

machines to use distributed server only.

Click the Advanced Options button.

5 In the Advanced Options window, click the Additional Options tab. Make sure that
Signature files location on server field references a directory that has appropriate
host protection.
When you are finished setting advanced options, click OK in the Advanced Options
window. In the wizard, click Next.

6 Enter the following connection properties:

160 Chapter 4 / Connecting to Common Data Sources

Table 4.47 Connection Properties

Field Sample Value

Port number Enter a unique port number.

High-Performance Enter the fully qualified machine name of the host (for example,
Analytics va.abc.com).
environment host

Use LASR Leave this check box selected.

authorization
service

7 Click Next.

8 If you want to add explicit grants of the Administer permission on the server, then
move identities from one list to the other. Click Next.
Note: Only users who have the Administer permission for the server can stop the
server. The server inherits settings from the repository ACT (default ACT), so it
might not always be essential to add explicit grants.

9 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 2: Register a SAS LASR Analytic

Server Library Using SAS Management
Console
To register a SAS LASR Analytic Server library, perform the following steps:

1 On the Plug-ins tab in SAS Management Console, expand Data Library Manager.
Right-click Libraries, and select New Library.

2 In the New Library wizard, select High-Performance Analytics  SAS LASR

Analytic Server Library. Click Next.
 Establishing Connectivity to a SAS LASR Analytic Server 161

3 Enter a name (for example, Sales LASR). If necessary, adjust the location. Click
Next.

4 (Optional) Assign the library to one or more SAS Application Servers. Click Next.

5 Enter the following library properties:

Table 4.48 Library Properties

Field Sample Value

Libref Enter an identifier of your choice (for example, SALESLIB).

Engine This field is not editable. The value SASIOLA is the engine name for a
SAS LASR Analytic Server Library.

Server tag If the data for the SAS LASR Analytic Server Library is from co-located
HDFS or NFS-mounted MapR, the server tag must be the source path
in dot-delimited format.
Note: Each server tag must be unique.

Data Provider Use the default value (None).

Library

6 Click Next.

7 Assign the library to a SAS LASR Analytic Server by entering the following settings:
Table 4.49 Connection Properties

Field Sample Value

Database Select a server from the drop-down list.

Server

Connection Use the pre-selected value (which prepends the selected server name
with the string Connection:).

Default Login This field is not editable. The value is (None).

162 Chapter 4 / Connecting to Common Data Sources

8 Click Next.

9 If you want explicit grants of the Administer permission on the library, move identities
from one list to the other. Click Next.

Note: Only users who have the Administer permission for the library can load new
tables to memory. The library inherits settings from its parent folder, so it might not
be essential to add any explicit grants.

10 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Stage 1: Register a SAS LASR Analytic

Server Using SAS Environment Manager
To create a new server definition in metadata, perform the following steps:

1 Click the Administration tab.

2 Click the Side Menu icon in the upper left corner of the window.

3 Click Servers.

4 In the Servers module, click the New Server icon to display the New Server
window.

5 Specify the appropriate information in the New Server window. The window contains
only the minimum fields required to define the server. When you select the server
type, the Options section of the window automatically expands to display any
required options for the selected server type.
Table 4.50 Server Properties

Field Sample Value

Name Name the server (for example, LASRServer).

 Establishing Connectivity to a SAS LASR Analytic Server 163

Field Sample Value

High-Performance Enter the host pathname (for example, va.abc.com).

Analytics Host

Port Number Enter a unique port number (for example, 20150).

High-Performance Enter the install location pathname (for example, /opt/TKGrid).

Analytics Install
Location

Associated Enter the machine name (for example, bluefin).

Machine

Click OK.

6 The following screen appears:

164 Chapter 4 / Connecting to Common Data Sources

Click Basic Properties to specify options.

7 The following screen appears:

 Establishing Connectivity to a SAS LASR Analytic Server 165

Click Options. For a distributed server, select No. For a non-distributed server,
select Yes. Click the Save icon .

Note: Only users who have the Administer permission for the server can stop the
server or set its tables limit. The server inherits settings from the repository ACT
(default ACT), so it might not always be essential to add explicit grants.

8 Enter the Description. Click the Save icon to save the new server.
Note: When a SAS LASR Analytic Server is created using the SAS Environment
Manager, the Visual Analytics Data Administrators group is NOT added by default.
To add the group, you must perform the following steps:

a Click the Basic Properties drop-down arrow.

b Click Authorization.

c Click the Add Identities icon .

d Enter Visual Analytics Data Administrators and click the Search icon .

e Move this group to the right using the Add arrow icon . Click OK.

f Note that the Administer has a Deny icon . Click the Deny icon and click
Grant.

g To save the properties, click the Save icon .

Stage 2: Register a SAS LASR Analytic

Server Library Using SAS Environment
Manager
To register a SAS LASR Analytic Server library, perform the following steps:

1 Click the Administration tab.

2 Click the Side Menu icon in the upper left corner of the window.
166 Chapter 4 / Connecting to Common Data Sources

3 Click Libraries.

4 Click the New Library icon .

5 Enter a library Name (for example, Sales LASR). If necessary, change the Location.
Click SAS LASR Analytic Server Library. The Options dialog box appears.

6 In the Options dialog box, enter the Libref.

Field Sample Value

Libref Enter an identifier of your choice (for example, SalesLib).

Engine This field is not editable. The value SASIOLA is the engine name for a
SAS LASR Analytic Server Librarys.

Close Options.

7 Open Data Server if it is closed.

Field Sample Value

Database Enter the Database server. If the LASR library’s data is loaded from
server co-located HDFS or NFS-mounted MapR, the server tag must be the
source path in dot-delimited format.
Note: Each server tag must be unique.

Close Data Server.

8 Click OK.

9 Examine the page to ensure that the proper values have been entered. Review and
adjust permissions as needed. Enter the description. Click the Save icon to save
the new library.
 Establishing Connectivity to a SASHDAT Library 167

Special Considerations for SAS LASR

Analytic Server
If your deployment includes SAS Visual Analytics, there are additional features that you
might want to configure. See SAS Visual Analytics: Administration Guide for more
information.

For details about working with the server, see SAS LASR Analytic Server: Reference
Guide.

For non-distributed servers, log files are written to the directory specified in the
Signature files location on server field, if logging is enabled. The path on the
Logging Options tab is ignored by non-distributed servers.

Establishing Connectivity to a SASHDAT

Library

Overview of Establishing Connectivity to a

SASHDAT Library
The following figure provides a logical view of connecting to a SASHDAT library
(sometimes referred to as SAS Data in HDFS library).
168 Chapter 4 / Connecting to Common Data Sources

Figure 4.18 Establishing Connectivity to an HDFS Library

SAS Data
Workspace Server
Integration Studio

SASHDAT Engine Hadoop Server

SASHDAT Tables

Client SAS Application Server Hadoop NameNode

This library only works with SASHDAT files that are created with the OLIPHANT
procedure or with the SASHDAT Engine. SASHDAT is the data format used for SAS
tables that are added to HDFS.
The main reason for creating a new library of the type SASHDAT is to support an
additional HDFS directory. For each HDFS directory, you need a designated HDFS
library (and a corresponding LASR library).

Register a SASHDAT Library

To register a SASHDAT library, perform the following steps:

1 On the Plug-ins tab in SAS Management Console, expand Data Library Manager.
Right-click Libraries, and select New Library.

2 In the New Library wizard, select High-Performance Analytics  SASHDAT

Library. Click Next.

3 Enter a name. If necessary, adjust the location. Click Next.

4 Select the appropriate server from the Available servers list and move it to the
Selected servers list. For this example, use SASApp. Click Next.
 Establishing Connectivity to a SASHDAT Library 169

5 In the second quarter 2015, the Encryption Options section was added to SAS
Management Console.
Enter the following library properties:
Table 4.51 Library Properties

Field Sample Value

Libref Enter an identifier of your choice (for example, SALESLIB).

Engine This field is not editable. The value, SASHDAT, is the engine name
for libraries of the type SASHDAT.

HDFS path Enter the HDFS source path (for example, /dept/sales).
In the LASR library that is paired with this library, the server tag
must be the HDFS source path in dot-delimited format. For
example, if the path is /dept/sales, then the server tag is
dept.sales.
Note: To take advantage of the parallel loading features in SAS
Visual Analytics clients, limit the path to eight characters or less
and do not use a subdirectory. For example, use /sales instead
of /dept/sales. The value of the server tag, which is based on
the path, is used as a libref and must meet SAS naming
requirements.

Enable Encryption: Specifies whether to enable on-disk AES encryption for the library.
Select Inherit from data server to use the encryption setting from
the associated Hadoop server definition. Enabling encryption does
not immediately encrypt existing non-encrypted data. Select Yes to
enable on-disk AES encryption for the library.

New Encrypt Key: If you selected Yes, enter an encryption key.

Confirm Encrypt Confirm the encryption key.

Key:
170 Chapter 4 / Connecting to Common Data Sources

6 Assign the library to a Hadoop server by entering the following settings:

Table 4.52 Connection Properties

Field Sample Value

Database Select a server from the drop-down list. Select the server that uses the
Server same host as the SAS LASR Analytic Server to use with this library.

Connection Use the pre-selected value (which prepends the selected server name
with the string Connection:).

Default Login This field is not editable. The value is (None).

 Registering and Verifying Tables 171

Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Next, create a corresponding LASR library. See “Stage 2: Register a SAS LASR
Analytic Server Library Using SAS Management Console” on page 160.

Registering and Verifying Tables

Overview to Registering Tables

You need to make sure that the end users of your SAS applications can gain access to
tables in your data libraries. The exact steps and authorization requirements vary
across applications and data types. You must always log on to the application, register
the needed metadata, and verify the existence of the tables. This example focuses on
the process used to verify SAS tables in SAS Management Console.
This user account that is used for registering tables must have these permissions:
n ReadMetadata and WriteMetadata permission in the DefaultACT for the repository.
n ReadMetadata and WriteMetadata permission on the library.
n WriteMemberMetadata permission to the folder where the table metadata is to be
stored.
n Permission to the data source to read the tables. This is not a SAS metadata
permission.

When you register tables in metadata, you choose the metadata folder location to use
for storing the table metadata. Be aware that the table metadata inherits the metadata
permissions that are granted on the folder. Select or create a folder with the metadata
permissions that meet your business needs. You can also use an existing folder and
change the metadata permissions.
Verifying your access to tables in SAS Management Console is a two-stage process:
172 Chapter 4 / Connecting to Common Data Sources

1 Register the tables.

2 Verify Access to the Data in a SAS Application.

Stage 1: Register the Tables

To register the tables, perform the following steps:

1 Open the SAS Management Console, if necessary.

2 Select Data Library Manager  Libraries to see the list of libraries.

3 Right-click the library that contains the tables that you need to import and select
Register Tables.

4 Verify that the values shown in the fields in the Library details group box are
correct. Click Next.

5 Click the tables that you need to select. (Hold down the Ctrl key and click to select
more than one table.)

6 Check the metadata folder path in the Location field. Navigate to a folder or create
a folder that has metadata permissions for user and group access that meets your
business needs.
Click Next.

7 Examine the final page of the wizard to ensure that the proper values have been
entered. Click Finish to save the wizard settings.

Note: You can also register tables by using SAS Data Integration Studio or by using
the METALIB procedure. For information about using the METALIB procedure, see
Chapter 2, “Managing Table Metadata,” on page 23.
 Read-only Access for Reporting Libraries 173

Stage 2: Verify Access to the Data in a SAS

Application
Open an application that can view SAS data in order to view the data in the imported
tables and review the data. For example, you can use SAS Data Integration Studio. To
use SAS Data Integration Studio to view a registered table, perform the following steps:

1 Navigate to the Inventory tree and expand the Table node.

2 Right-click a table that you need to verify and select the Open option. Examine the
data contained in the table in the View Data dialog box.

3 Close the View Data window.

4 (Optional) You can also examine the table's Properties field. Right-click the table
and select the Properties option.

5 Click the Columns tab to see column data for the table. Close the Properties dialog
box.

Read-only Access for Reporting

Libraries
If your site uses libraries for reporting, or for access exclusively by report generating
applications such as SAS Information Map Studio and SAS Web Report Studio, then
consider setting Read-Only access for the library. If the library is not set for Read-Only
access, then even when reporting applications raise a query against the library, the
underlying SAS session opens the data in read-write mode. In this case, simultaneous
queries against the same library might be prevented. Simply put, if clients access the
information in Read-Only mode, then set the library to read the data source in Read-
Only mode.
174 Chapter 4 / Connecting to Common Data Sources

Table 4.53 Setting a Library for Read-Only Access

Library Type Where to Set Read-only Access

All Database Data Libraries Advanced Options dialog box, Input/Output tab, option
Data access level for connection

Base SAS Library Advanced Options dialog box, Options for any host tab

SAS Information Map Library Always read-only, no configuration needed

SAS XML Library Library properties page of the wizard, Library Access
option

SAS Scalable Advanced Options dialog box, Options for any host tab
PerformanceData Engine
Library

SAS/SHARE REMOTE Engine Advanced Options dialog box, LIBNAME Options tab
Library

Setting UNIX Environment Variables for

SAS/ACCESS
If you are attempting to connect to data sources located on UNIX by using
SAS/ACCESS, you must set environmental variables so that SAS servers can access
the database. Each database vendor and operating system vendor requires specific
environment variables to be set. A typical value is LD_LIBRARY_PATH. When using
ODBC, two typical values are ODBCINI and ODBCINSTINI. For more information about
the correct environment variables, go to the Install Center at http://support.sas.com/
documentation/installcenter/94, and use the operating system and SAS version to
locate the appropriate SAS Foundation Configuration Guide.
To set the appropriate environment variables in the !SASROOT/bin/sasenv_local file,
perform the following steps:
 Troubleshooting SAS/ACCESS Connections to Relational Databases 175

1 Edit the sasenv_local file and add the variables. This example uses sample values,
substitute the proper paths:
ODBCINI=/opt/drivers/odbc/odbc.ini
export ODBCINI

ODBCINSTINI=/opt/drivers/odbc/odbcinst.ini
export ODBCINSTINI

LD_LIBRARY_PATH=/opt/drivers/odbc/lib:\
/opt/oracle/app/oracle/product/12.1.0/lib:$LD_LIBRARY_PATH
export LD_LIBRARY_PATH

ORACLE_HOME=/opt/oracle/app/oracle/product/12.1.0
EXPORT ORACLE_HOME

2 In SAS Management Console, right-click the Workspace Server connection and

select Validate to verify that the workspace server starts correctly with the new
environment variables.

3 Restart the SAS/SHARE and SAS/CONNECT servers, if they are present in the
deployment and reference the SAS/ACCESS library.

Troubleshooting SAS/ACCESS
Connections to Relational Databases
This section provides information about troubleshooting a SAS/ACCESS library
configuration when registering tables fails. To troubleshoot the SAS/ACCESS library,
perform the following steps:

1 From the SAS Management Console, right-click the library icon and select Display
LIBNAME Statement.

2 Start SAS on the SAS server host and issue the LIBNAME statement displayed from
the SAS Management Console.

3 If the SAS log indicates failure, check the following items:

176 Chapter 4 / Connecting to Common Data Sources

a If this is UNIX environment, check “Setting UNIX Environment Variables for

SAS/ACCESS” on page 174.

b Check and revise the LIBNAME statement. For more information about
LIBNAME statements for SAS/ACCESS engines, see SAS/ACCESS for
Relational Databases: Reference. If you are successful at this stage, then use
the Properties tab of the library to reconfigure the library.

c Confirm that SAS/ACCESS is installed correctly. For installation information, go

to the Install Center at http://support.sas.com/documentation/installcenter/94 and
use the operating system and SAS version to locate the appropriate SAS
Foundation Configuration Guide.

4 If the connection succeeds, run the DATASETS procedure:

proc datasets library=libref;
quit;

If no members are returned, then check the schema value by performing the next
step or contacting your database administrator.

5 Log on with the user account to the host where the SAS server is running, and use
the native database client to connect to the database. If this fails, confirm the user
account has file system privileges to the database client binaries and libraries.
 177

5
Optimizing Data Storage

Overview of Optimizing Data Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Compressing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Indexing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Overview to Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Multi-Threaded Sorting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Sorting a Database Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Buffering Data for Base SAS Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Buffering Data for SAS/ACCESS Databases . . . . . . . . . . . . . . . . . . . . . . . 189

Using Threaded Reads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Validating SAS Scalable Performance Data

Engine Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Setting SAS LIBNAME Options That Affect

Performance of SAS Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Setting SAS LIBNAME Options That Affect

Performance of SAS/ACCESS Databases . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Setting SAS LIBNAME Options That Affect

Performance of SAS SPD Engine Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

SAS Grid Computing Data Considerations . . . . . . . . . . . . . . . . . . . . . . . . 200

178 Chapter 5 / Optimizing Data Storage

Application Response Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Overview of Optimizing Data Storage

For the purposes of querying, cube loading, and creating data marts and data
warehouses, all four data storage structures (explained in Chapter 1, “Overview of
Common Data Sources,” on page 1) can be optimized to improve performance. Some
optimization can be achieved by specifying transformation options in SAS Data
Integration Studio. Some optimization requires hardware configuration, as in the case of
SAS Scalable Performance Data (SPD) Engine tables. Cubes can be optimized for
querying and loading during the cube loading process. For SAS tables, database tables,
and SPD Engine tables, libraries can be defined in the metadata with options that
enhance performance.

For more information, see these sections:

n “Compressing Data” on page 179
n “Indexing Data” on page 182
n “Sorting Data” on page 184
n “Buffering Data for Base SAS Tables” on page 187
n “Buffering Data for SAS/ACCESS Databases” on page 189
n “Using Threaded Reads” on page 190
n “Validating SAS Scalable Performance Data Engine Hardware Configuration” on
page 191
n “SAS Grid Computing Data Considerations” on page 200
 Compressing Data 179

Compressing Data
Compression is a process that reduces the number of bytes that are required to
represent each table row. In a compressed file, each row is a variable-length record. In
an uncompressed file, each row is a fixed-length record. Compressed tables contain an
internal index that maps each row number to a disk address so that the application can
access data by row number. This internal index is transparent to the user. Compressed
tables have the same access capabilities as uncompressed tables. Here are some
advantages of compressing a file:
n reduced storage requirements for the file
n fewer I/O operations necessary to read from or write to the data during processing

Here are some disadvantages of compressing a file:

n More CPU resources are required to read a compressed file because of the
overhead of uncompressing each observation.
n There are situations when the resulting file size might increase rather than decrease.

These are the types of compression that you can specify:

n CHAR to use the RLE (Run Length Encoding) compression algorithm, which works
best for character data.
n BINARY to use the RDC (Ross Data Compression) algorithm, which is highly
effective for compressing medium to large (several hundred bytes or larger) blocks
of binary data.

You can compress these types of tables:

n all tables that are created during a SAS session. Besides specifying SAS system
options on the command line or inside a SAS program with the OPTIONS statement,
you can use SAS Data Integration Studio to set system options. For example, you
can use the System Options field to set the COMPRESS= system option on a table
loader transformation. (A table loader transformation generates or retrieves code
that puts data into a specified target table.)
180 Chapter 5 / Optimizing Data Storage

Figure 5.1 The Options Tab in a Table Loader Properties Dialog Box in SAS Data Integration
Studio

n all tables for a particular library. For example, when you register a Base SAS engine
library in the metadata, you can specify the COMPRESS= option in the Other
options to be appended field on the Options for any host tab. For more
information, see “Setting SAS LIBNAME Options That Affect Performance of SAS
Tables” on page 191). For third-party relational database tables, you can use the
Options to be appended field on the Other Options tab. For more information, see
“Setting SAS LIBNAME Options That Affect Performance of SAS/ACCESS
Databases” on page 193).

Note: You cannot specify compression for an SPD Engine data library.
n an individual table. In SAS Data Integration Studio, SAS tables have a Compressed
option that is available from the table properties dialog box. To use CHAR
compression, you select YES. To use BINARY compression, you select Binary.
 Compressing Data 181

Figure 5.2 The Table Options Dialog Box in SAS Data Integration Studio

For SPD Engine tables and third-party relational database tables, you can use the
Table Options field in the table properties dialog box to specify the COMPRESS=
option.

Note: The SPD Engine compresses the data component (DPF) file by blocks as the
engine is creating the file. (The data component file stores partitions for an SPD Engine
table.) To specify the number of observations that you want to store in a compressed
block, you use the IOBLOCKSIZE= table option in addition to the COMPRESS= table
option. For example, in the Table Options field in the table properties dialog box, you
might enter COMPRESS=YES IOBLOCKSIZE=10000. The default blocksize is 4096 (4k).

When you create a compressed table, SAS records in the log the percentage of
reduction that is obtained by compressing the file. SAS obtains the compression
percentage by comparing the size of the compressed file with the size of an
uncompressed file of the same page size and record count. After a file is compressed,
the setting is a permanent attribute of the file, which means that to change the setting,
you must re-create the file. For example, to uncompress a file, in SAS Data Integration
Studio, select Default (NO) for the Compressed option in the table properties dialog
box for a SAS table.

For more information about compression, see SAS Data Set Options: Reference.
182 Chapter 5 / Optimizing Data Storage

Indexing Data
An index is an optional file that you can create to provide direct access to specific rows.
The index stores values in ascending value order for a specific column or columns and
includes information about the location of those values within rows in the table. In other
words, an index enables you to locate a row by value. For example, if you use SAS to
find a specific Social Security number (123-45-6789), SAS performs the search
differently depending on whether there is an index on the column that contains the
Social Security numbers:
n Without an index, SAS accesses rows sequentially in the order in which they are
stored in the table. SAS reads each row, looking for SSN=123-45-6789 until the
value is found, or all observations are read.
n With an index on column SSN, SAS accesses the row directly. SAS satisfies the
condition by using the index and going straight to the row that contains the value.
SAS does not have to read each row.

When you create an index, you designate which columns to index. You can create two
types of indexes:
n a simple index, which consists of the values of one column.
n a composite index, which consists of the values of more than one column. The
values are concatenated to form a single value

For each indexed column, you can also perform these tasks:
n declare unique values. A unique index guarantees that values for one column or the
combination of a composite group of columns remain unique for every row in the
table. If an update tries to add a duplicate value to that column, then the update is
rejected.
n keep missing values from using space in the index by specifying that missing values
are not maintained by the index.
 Indexing Data 183

In addition to writing SAS code to create indexes, you can create indexes on target
tables by using SAS Data Integration Studio. In SAS Data Integration Studio, you use
the properties window for the table to index individual columns. When you create the
index, you can also specify Unique values and No missing values. Note that any
indexes registered in metadata for a target table are physically created when the job is
run. Simply editing the properties for an existing table and adding indexes does not
update the physical table. The SAS Data Integration Studio properties dialog box for a
table is shown below:

Figure 5.3 The Indexes Tab in the Properties Dialog Box for a Table Named STORE_ID

In general, SAS can use an index to improve performance in these situations:

n For cube loading, a composite index on the columns that make up the cube's
hierarchies might provide best results.
n For WHERE processing, an index can provide faster and more efficient access to a
subset of data. Note that to process a WHERE expression, SAS decides whether to
use an index, or to read the table sequentially.
184 Chapter 5 / Optimizing Data Storage

Note: For WHERE processing, the Base SAS engine uses a maximum of one
index. The SPD Engine can use multiple indexes.

Even though an index can reduce the time that is required to locate a set of rows,
especially for a large table, there are costs that are associated with creating, storing,
and maintaining the index. When deciding whether to create an index, you must
consider increased resource usage, along with the performance improvement.

Once an index exists, SAS treats it as part of the table. That is, if you add or delete
columns or modify values, the index is automatically updated.

For more information about indexes, see SAS Language Reference: Concepts.

Sorting Data

Overview to Sorting Data

You can sort table rows by the values of one or more character or numeric columns. For
Base SAS tables and third-party relational database tables, the process either replaces
the original table or creates a new table. You can perform sorting in two ways:
n using the SAS SORT procedure
n setting properties for a SAS sort template in SAS Data Integration Studio, as shown
below:
 Sorting Data 185

Figure 5.4 The Sort by Columns Tab in the Sort Properties Dialog Box

To manage the memory that is used for the sorting process, you can specify the
maximum amount of memory that is available to the sort. Generally, the sort size should
be less than the physical memory available to the process. If the sorting requires more
memory than you specify, then SAS creates a temporary utility file on disk. To specify a
sort size in SAS Data Integration Studio, access the Options tab in the properties
window for the sort template and enter a value in the Sortsize field, as shown below:
186 Chapter 5 / Optimizing Data Storage

Figure 5.5 The Options Tab in the SAS Sort Properties Dialog Box

The SPD Engine(SPD Engine) has implicit sorting capabilities, which saves time and
resources for SAS applications that process large tables. When the SPD Engine
encounters a BY clause, if the data is not already sorted or indexed on the BY column,
then the SPD Engine automatically sorts the data without affecting the permanent table
or producing a new table. You can change the implicit sorting options when you define
an SPD Engine library in the metadata. See “Setting SAS LIBNAME Options That Affect
Performance of SAS SPD Engine Tables” on page 197.

For more information about the SORT procedure, see “SORT” in Base SAS Procedures
Guide.

Multi-Threaded Sorting
The SAS system option THREADS activates multi-threaded sorting, which achieves a
degree of parallelism in the sorting operations. This parallelism is intended to reduce the
real time to completion for a given operation. However, the parallelism comes at the
possible cost of additional CPU resources. For more information, see see “Support for
Parallel Processing” in SAS Language Reference: Concepts.
 Buffering Data for Base SAS Tables 187

The performance of the multi-threaded sort is affected by the value of the SAS system
option CPUCOUNT=. CPUCOUNT= indicates how many system CPUs are available for
use by the multi-threaded sort. The multi-threaded sort supports concurrent input from
the partitions of a partitioned table.

Note: For information about the support of partitioned tables in your operating
environment, see the SAS documentation for your operating environment.

For more information about THREADS and CPUCOUNT=, see the chapter about SAS
system options in SAS System Options: Reference.

Sorting a Database Table

When you use a third-party database table, the column ordering that is produced by the
SORT procedure depends on whether the DBMS or SAS performs the sorting. If you
use the BEST value of the SAS system option SORTPGM=, then either the DBMS or
SAS performs the sort. If the DBMS performs the sort, then the configuration and
characteristics of the DBMS sorting program affect the resulting data order. Most
database management systems do not guarantee sort stability, and the sort might be
performed by the database table regardless of the state of the SORTEQUALS or
NOSORTEQUALS system options and the EQUALS or NOEQUALS procedure options.
If you set the SAS system option SORTPGM= to SAS, then unordered data is delivered
from the DBMS to SAS and SAS performs the sorting. However, consistency in the
delivery order of columns from a database table is not guaranteed. Therefore, even
though SAS can perform a stable sort on the DBMS data, SAS cannot guarantee that
the ordering of columns within output BY groups will be the same, run after run. To
achieve consistency in the ordering of columns within BY groups, first populate a SAS
table with the database table and then use the EQUALS or SORTEQUALS option to
perform a stable sort.

Buffering Data for Base SAS Tables

For Base SAS tables, you might be able to make performance improvements by
performing these tasks:
188 Chapter 5 / Optimizing Data Storage

n tuning the size of table pages on disk by using the BUFSIZE= system option. SAS
uses the BUFSIZE= option to set the permanent page size for the SAS table. The
page size is the amount of data that can be transferred for an I/O operation to one
buffer. If you know that the total amount of data is going to be small, you can set a
small page size, so that the total table size remains small and you minimize the
amount of wasted space on a page. Large tables that are accessed sequentially
benefit from larger page sizes because sequential access reduces the number of
system calls that are required to read the table.
n adjusting the number of open page buffers when the SAS table is processed.
Increasing the value of the BUFNO= option can improve performance by enabling
applications to read more data with fewer passes; however, your memory usage
increases. You must determine the optimal value for your needs.

Besides specifying SAS system options on the command line or inside a SAS program
with the OPTIONS statement, you can set the BUFSIZE= and BUFNO= system options
in SAS Data Integration Studio. For example, you can set these System Options in the
properties window for a table loader transformation.

Figure 5.6 Table Loader Properties Dialog Box

For more information about the BUFSIZE= and BUFNO= options, see the SAS Data Set
Options: Reference and the documentation for your operating environment.
 Buffering Data for SAS/ACCESS Databases 189

Note: In addition, the SASFILE statement enables you to store the entire Base SAS
table in memory. The table remains open until you close it because SASFILE caches
the data and the open request. For more information about the SASFILE statement, see
the SAS Statements: Reference.

Buffering Data for SAS/ACCESS

Databases
For DB2 (UNIX and PC), ODBC, OLE DB, Oracle, SQL Server, and Sybase, you can
adjust page buffers by setting the INSERTBUFF= and READBUFF= options on the
library (see “Setting SAS LIBNAME Options That Affect Performance of SAS/ACCESS
Databases” on page 193) or on the individual table. The options are described as
follows:
n The INSERTBUFF= option specifies the number of rows to insert. SAS allows the
maximum that is supported by the DBMS. The optimal value for this option varies
with factors such as network type and available memory. You might need to
experiment with different values in order to determine the best value for your site.
n The READBUFF= option specifies the number of rows to hold in memory. SAS
allows the maximum number that is supported by the DBMS. Buffering data reads
can decrease network activities and increase performance. However, because SAS
stores the rows in memory, higher values for READBUFF= use more memory. In
addition, if too many rows are selected at once, then the rows that are returned to
the SAS application might be out of date. For example, if someone else modifies the
rows, you might not see the changes.

For more information about the INSERTBUFF= and READBUFF= options, see
SAS/ACCESS for Relational Databases: Reference.
190 Chapter 5 / Optimizing Data Storage

Using Threaded Reads

Most SAS/ACCESS interfaces support threaded Reads. With a threaded Read, the
table read time can be reduced by retrieving the result set on multiple connections
between SAS and a DBMS. To perform a threaded Read, SAS performs these tasks:

1 It creates threads, which are standard operating system tasks that are controlled by
SAS, within the SAS session.

2 It establishes a DBMS connection on each thread.

3 It causes the DBMS to partition the result set and reads one partition per thread. To
cause the partitioning, SAS appends a WHERE clause to the SQL so that a single
SQL statement becomes multiple SQL statements, one for each thread.

Threaded Reads only increase performance when the DBMS result set is large.
Performance is optimal when the partitions are similar in size. In most cases, threaded
Reads should reduce the elapsed time of the SAS job. However, threaded Reads
generally increase the workload on the DBMS. For example, threaded Reads for DB2
under z/OS involve a trade-off, generally reducing job elapsed time but increasing DB2
workload and CPU utilization.

Threaded Reads are most effective on new, faster computer hardware running SAS,
and with a powerful parallel edition of the DBMS. For example, if SAS runs on a fast
uniprocessor or on a multiprocessor machine and your DBMS runs on a high-end SMP
server, you receive substantial performance gains.

For information about how to turn the threaded Read function on or off for a DBMS
library, see “Setting SAS LIBNAME Options That Affect Performance of SAS/ACCESS
Databases” on page 193.

For information about threaded Reads, see SAS/ACCESS for Relational Databases:
Reference.
 Setting SAS LIBNAME Options That Affect Performance of SAS Tables 191

Validating SAS Scalable Performance

Data Engine Hardware Configuration
The SAS Scalable Performance Data Engine (SPD Engine) automatically determines
the optimal process to use to evaluate observations for qualifying criteria specified in a
WHERE statement. WHERE statement efficiency depends on such factors as whether
the columns in the expression are indexed. A SAS configuration validation program that
measures I/O scalability with respect to WHERE processing can help you determine
whether your system is properly configured for performing WHERE processing with the
SPD Engine. The program performs these tasks:

1 It creates a table with two numeric columns.

2 It repeatedly reads the entire table, each time doubling the number of threads used
until the maximum number is reached. The maximum number of threads is
determined by the CPUCOUNT= SAS system option and is specified when SAS is
started.

The resulting log file shows timing statistics for each cycle. You can examine this
information to determine whether your system is configured correctly. The program is
available at http://support.sas.com/rnd/scalability/spde/valid.html.

Setting SAS LIBNAME Options That

Affect Performance of SAS Tables
You can set SAS LIBNAME options that might affect performance of the Base SAS
engine. You set these options when you use the New Library wizard to register a Base
SAS engine library in the metadata repository. The LIBNAME options are available on
the Options for any host tab and the Host-specific options tab in the Advanced
Options dialog box. To access the Advanced Options dialog box, click the Advanced
Options button on the Library Options page of the New Library wizard.
192 Chapter 5 / Optimizing Data Storage

Figure 5.7 The Options for Any Host Tab in the Advanced Options Dialog Box for a Base SAS
Library

Here are some examples of options that might affect performance:

Data representation for the output file (OUTREP=)

For all operating environments, you can specify the data representation for the
output file. Specifying this option enables you to create files within the native
environment by using a foreign environment data representation. For example, an
administrator who works in a z/OS operating environment might want to create a file
on an HFS system so that the file can be processed in an HP UNIX environment.
Specifying HP_UX_64 as the value for this option forces the data representation to
match the data representation of the UNIX operating environment that will process
the file. This method of creating the file can enhance system performance because
the file does not require data conversion when being read by an HP UNIX machine.

Input/output block size (BLKSIZE=)

For Windows, UNIX, and z/OS environments, you can specify the number of bytes
that are physically read during an I/O operation. The default is 8 kilobytes, and the
maximum value is 1 megabyte.
 Setting SAS LIBNAME Options That Affect Performance of SAS/ACCESS Databases 193

Number of page caches to use for each open member (CACHENUM=)

For VMS, you can specify the number of page caches to use during I/O operations.
The number of caches can potentially reduce the number of I/Os that are required to
access the data. You can also set the size of each cache (CACHESIZE= option).

The Other option(s) to be appended field can be used to specify LIBNAME options
such as COMPRESS=. (See “Compressing Data” on page 179.)

For information about each of the LIBNAME options in the Advanced Options dialog
box, click the Help button.

Setting SAS LIBNAME Options That

Affect Performance of SAS/ACCESS
Databases
The following SAS LIBNAME options can be used to tune performance of the
SAS/ACCESS engines. You can set these options when you use the New Library
wizard to register the database libraries in the metadata repository. To access the
Advanced Options dialog box, click the Advanced Options button on the Library
Options page of the New Library wizard.
194 Chapter 5 / Optimizing Data Storage

Figure 5.8 The Optimization Tab in the Advanced Options Dialog Box for a DB2 Library for
UNIX and PC

The tabs that are available in the Advanced Options dialog box, as well as the options
on each of the tabs, vary between database management systems. The following list
provides a description of the options on Optimization tab for DB2 libraries for UNIX and
PC:

Block insert buffer size (INSERTBUFF=)

specifies the number of rows in a single Insert operation. See “Buffering Data for
SAS/ACCESS Databases” on page 189.
 Setting SAS LIBNAME Options That Affect Performance of SAS/ACCESS Databases 195

Block read buffer size (READBUFF=)

specifies the number of rows of DBMS data to read into the buffer. See “Buffering
Data for SAS/ACCESS Databases” on page 189.

Pass functions to the DBMS that match those supported by SAS (SQL_ FUNCTIONS=)
when set to ALL, specifies that functions that match functions supported by SAS
should be passed to the DBMS. The functions that are passed are: DATE,
DATEPART, DATETIME, TIME, TIMEPART, TODAY, QRT, COMPRESS, SUBSTR,
DAY, SECOND, INDEX, TRANWRD, HOUR, WEEKDAY, LENGTH, TRIMN,
MINUTE, YEAR, REPEAT, MOD, MONTH, BYTE, and SOUNDEX. Use of this option
can cause unexpected results, especially if used for NULL processing and date,
time, and timestamp handling. Exercise care when using this option.

Pass DELETE to the DBMS (DIRECT_EXE=)

specifies that an SQL delete statement is passed directly to the DBMS for
processing. Selecting this option improves performance because SAS does not have
to read the entire result set and delete one row at a time.
Whether to use indexes (DBINDEX=)
specifies whether SAS uses indexes that are defined on DBMS columns to process
a join. Valid values are YES or NO. For more information about indexes, see
“Indexing Data” on page 182.

Whether to check for null keys when generating WHERE clauses (DBNULLKEYS=)
specifies whether the WHERE clause should detect NULL values in columns. Valid
values are YES or NO. YES is the default for most interfaces and enables SAS to
prepare the statement once and use it for any value (NULL or NOT NULL) in the
column.

Multiple data source optimization (MULTI_ DATASRC_OPT=)

when processing a join between two tables, specifies whether an IN clause should
be created to optimize the join. Valid values are NONE and IN_CLAUSE.
IN_CLAUSE specifies that an IN clause containing the values read from a smaller
table are used to retrieve the matching values in a larger table based on a key
column designated in an equijoin.
When processing a join between a SAS table and a DBMS table, the SAS table
should be smaller than the DBMS table for optimal performance.
196 Chapter 5 / Optimizing Data Storage

Whether to create a spool file for two-pass processing (SPOOL=)

specifies whether to create a utility spool file during transactions that read data more
than once. In some cases, SAS processes data in more than one pass through the
same set of rows. Spooling is the process of writing rows that have been retrieved
during the first pass of a data Read to a spool file. In the second pass, rows can be
re-read without performing I/O to the DBMS a second time. In cases where the data
needs to be read more than once, spooling improves performance. Spooling also
guarantees that the data remains the same between passes. Valid values are YES
or NO.

Threaded DBMS access (DBSLICEPARM=)

specifies the scope of DBMS threaded Reads and the number of threads. If this
option is set to the default, then PROC SQL does not use threading to read data for
a web report. To force a specified number of threads for a threaded Read from the
DBMS server, change the default to (ALL,number-of-threads).

Note: If PROC SQL attempts implicit pass-through, then threading is disabled,

regardless of the Threaded DBMS access setting. To disable implicit pass-through,
set the Pass generated SELECT SQL to the DBMS - DBMS processing option to
NO.

For more information about threaded Reads, see “Using Threaded Reads” on page
190.

Pass generated SELECT SQL to the DBMS - DBMS processing (DIRECT_SQL=)

specifies whether generated SQL is passed to the DBMS for processing. Valid
values are YES or NO.

Pass generated SELECT SQL to the DBMS - exceptions to DBMS processing

(DIRECT_SQL=)
if the value for the previous option is YES, then this option specifies how generated
SQL is passed to the DBMS for processing. For example, NOWHERE prevents
WHERE clauses from being passed to the DBMS for processing.

The Other Options tab, which is available for all database management systems, can
be used to specify LIBNAME options such as the COMPRESS= option. For more
information, see “Compressing Data” on page 179.
 Setting SAS LIBNAME Options That Affect Performance of SAS SPD Engine Tables 197

For information about each of the LIBNAME options in the Advanced Options dialog
box, click the Help button. For information about all SAS/ACCESS LIBNAME options,
see SAS/ACCESS for Relational Databases: Reference.

Setting SAS LIBNAME Options That

Affect Performance of SAS SPD Engine
Tables
The following SAS LIBNAME options can be used to tune performance of the SAS
Scalable Performance Data Engine (SPD Engine). You can set these options when you
use the New Library wizard to register an SPD Engine library in the metadata repository.
The LIBNAME options are available on the Options for any host tab in the Advanced
Options dialog box. To access the Advanced Options dialog box, click the Advanced
Options button on the Library Options page of the New Library wizard. The Advanced
Options dialog box is shown below:
198 Chapter 5 / Optimizing Data Storage

Figure 5.9 The Options for Any Host Tab in the Advanced Options Dialog Box for an SPD
Engine Library

Data path (DATAPATH=)

specifies a list of paths in which to store partitions (DPF) files for an SPD Engine
table. The engine creates as many partitions as are needed to store all the data. The
size of the partitions is set using the PARTSIZE= option. Partitions are created in the
specified paths in a cyclic fashion. The data path area is best configured as multiple
paths. Allot one I/O controller per data path to provide high I/O throughput, which is
the rate at which requests for work are serviced by a computer system. The data
path area is best configured for redundancy (RAID 1).

Index path (INDEXPATH=)

specifies a path or a list of paths in which to store the two index component files
(HBX and IDX) that are associated with an SPD Engine table. Additional specified
 Setting SAS LIBNAME Options That Affect Performance of SAS SPD Engine Tables 199

paths accept the overflow from the immediately preceding path. The index path area
is best configured as multiple paths. Use a volume manager file system that is
striped across multiple disks (RAID 0) to enable adequate index performance, both
when evaluating WHERE clauses and creating indexes in parallel. Redundancy
(RAID 5 or RAID 10) is also recommended.

Meta path (METAPATH=)

specifies a list of overflow paths in which to store metadata component (MDF) files
for an SPD Engine table. The metadata component file for each table must begin in
the primary path. When that primary path is full, the overflow is sent to the specified
METAPATH= location. The metadata path area is best configured for redundancy
(RAID 1) so that metadata about the data and its indexes is not lost.

Partition size (PARTSIZE=)

specifies the size (in megabytes) of the data component partitions when an SPD
Engine table is created. By splitting the data portion of an SPD Engine table at fixed-
size intervals, you can gain a high degree of scalability for some operations. For
example, the SPD Engine can spawn threads in parallel, up to one thread per
partition for WHERE evaluations.
Temp (TEMP=)
specifies whether to create a temporary subdirectory of the directory specified in the
Path field on the Library Properties window. The directory is used to temporarily
store the metadata component files associated with table creation. It is deleted at the
end of the SAS session.

By sort (BYSORT=)
specifies that the SPD Engine should perform an automatic implicit sort when it finds
a BY statement for processing data in the library (unless the data is indexed on the
BY column). Valid values are YES (perform the sort) and NO (do not perform the
sort). The default is YES.

Starting observation number (STARTOBS=)

specifies the number of the starting observation in a user-defined range of
observations that are qualified with a WHERE expression. By default the SPD
Engine processes all observations in the table.
200 Chapter 5 / Optimizing Data Storage

Ending observation number (ENDOBS=)

specifies the number of the ending observation in a user-defined range of
observations that are qualified with a WHERE expression. By default the SPD
Engine processes all observations in the table.

In addition to the LIBNAME options, there are also table and system options that can be
used to tune SPD Engine performance. For example, the SPDEUTILLOC= system
option allots space for temporary files that are generated during SPD Engine
operations. This area is best configured as multiple paths. Use a volume manager file
system that is striped across multiple disks (RAID 0) to reduce out-of-space conditions
and improve performance. Redundancy (RAID 5 or RAID 10) is also recommended
because losing the work area could stop the SPD Engine from functioning.

The “Quick Guide to the SPD Engine Disk-I/O Set-Up” available at http://
support.sas.com/rnd/scalability/spde/spde_setup.pdf helps you do the following:
n determine the amount of space that needs to be allocated to the data, metadata,
index, and work areas
n evaluate the advantages and disadvantages of different RAID groups for each of the
different types of areas

For more information about table and other system options for the SPD Engine, see
http://support.sas.com/rnd/scalability/spde/syntax.html. For more information about
each of the LIBNAME options in the Advanced Options dialog box, click the Help
button.

SAS Grid Computing Data

Considerations
SAS Grid computing has become an important technology for organizations that do the
following:
n have long-running applications that can benefit from parallel execution
n want to leverage existing IT infrastructure to optimize computing resources and
manage data and computing workloads
 Application Response Monitoring 201

The function of a grid is to distribute tasks. Each of the tasks that are distributed across
the grid must have access to all the required input data. Computing tasks that require
substantial data movement generally do not perform well in a grid. To achieve the
highest efficiency, the nodes should spend the majority of the time computing rather
than communicating. With grid computing using SAS Grid Manager, the speed at which
the grid operates is related more to the storage of the input data than to the size of the
data.

Data must either be distributed to the nodes before running the application or— much
more commonly—made available through shared network libraries. Storage on local
nodes is discouraged. The data storage must scale to maintain high performance while
serving concurrent data requests.

The parallel data load is monitored throughout.

Application Response Monitoring

SAS implements the Application Response Monitoring 4.0 (ARM) specification. SAS
offers macros, system options, and logging facility as an ARM agent for collecting
application availability, performance, usage, and transaction response time. For more
information about the ARM implementation, see the SAS Interface to Application
Response Measurement (ARM): Reference.

SAS Data Integration Studio can report the following measures for jobs:
n number of records processed
n duration of step in the job
n I/O statistics

To view the metrics within SAS Data Integration Studio, right-click the diagram
background for the job and select Collect Runtime Statistics. When the job is run,
view the Statistics tab in the Details area of the window.
202 Chapter 5 / Optimizing Data Storage
 203

6
Managing OLAP Cube Data

Introduction to Managing OLAP Cube Data . . . . . . . . . . . . . . . . . . . . . . . 204

Data Storage and Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Exporting and Importing Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

About OLAP Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Create or Assign an OLAP Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Building a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Overview of Building a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Preparations for Building a Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Storage Location Requirements for Cube
Metadata and Related Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Making Detail Data Available to a Cube for Drill-Through . . . . . . 210

Making Detail Data Available to an OLAP Server

for Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Making Detail Data Available to an Information

Map for Drill-Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Display Detail Data for a Large Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

204 Chapter 6 / Managing OLAP Cube Data

Introduction to Managing OLAP Cube

Data
Online Analytical Processing (OLAP) is a technology that is used to create decision
support software. OLAP enables application users to quickly analyze information that
has been summarized into multidimensional views and hierarchies. By summarizing
predicted queries into multidimensional views before run time, OLAP tools provide the
benefit of increased performance over traditional database access tools. Most of the
resource-intensive calculation that is required to summarize the data is done before a
query is submitted. One of the advantages of OLAP is how data and its relationships
are stored and accessed. OLAP systems house data in structures that are readily
available for detailed queries and analytics.

Data Storage and Access

Organizations usually have databases and data stores that maintain repeated and
frequent business transaction data. This provides simple yet detailed storage and
retrieval of specific data events. However, these data storage systems are not well
suited for analytical summaries and queries that are typically generated by decision
makers. For decision makers to reveal hidden trends, inconsistencies, and risks in a
business, they must be able to maintain a certain degree of momentum when querying
the data. An answer to one question usually leads to additional questions and review of
the data. Simple data stores do not generally suffice.

The data warehouse is a structure better suited for this type of querying. In a data
warehouse, data is maintained and organized so that complicated queries and
summaries can be run. OLAP further organizes and summarizes specific categories and
subsets of data from the data warehouse. One particular type of data structure derived
from a data warehouse is the cube. A cube is a set of data that is organized and
structured in a hierarchical, multidimensional arrangement. Such an arrangement
results in a robust and detailed level of data storage with efficient and fast query returns.
 Exporting and Importing Cubes 205

Stored, precalculated summarizations called aggregations can be added to the cube to

improve cube access performance.

Exporting and Importing Cubes

Cubes are exported and imported as part of a SAS package. SAS Management
Console is one of the user interfaces that can perform the import and export of
packages. For more information about creating SAS packages, see “Promotion Tools
Overview” in SAS Intelligence Platform: System Administration Guide.

The data administrator impact of exporting and importing cubes is that when cubes are
imported, the tables used in the cube must be available. Building the aggregations for
the cube is also computationally intensive. The following list highlights some best
practices:
n It is impractical to package the detail tables and summary data for large cubes. Do
not export them in the package.
n If the cube is being imported to a new metadata server (as opposed to being moved
to a new folder on the same metadata server), then make sure the same data
sources for the detail tables used by the original cube are available and registered.
Accomplish this by registering the same data servers and data libraries on the
destination metadata server. If the cube uses a drill-through table, ensure that the
library is pre-assigned.
n When importing the cubes, be prepared to associate the cube with an OLAP
schema. Consider that the OLAP schema determines the group of cubes that an
OLAP server can access.
n Once the cube is imported, the cube and its job are registered in metadata with
relationships to an OLAP schema, tables, and folders. By default, the aggregations
for the cube must be built after the cube is imported. Due to the computational
intensity, consider rebuilding the cube during a period of low activity.
206 Chapter 6 / Managing OLAP Cube Data

About OLAP Schemas

OLAP schemas provide an organizational function. An OLAP schema is a list of cubes
that are grouped together so that they can be accessed by one or more SAS OLAP
Servers. Each cube is listed in one and only one OLAP schema. Each SAS OLAP
Server is required to use one OLAP schema. Multiple servers can use the same
schema. To assign cubes to specific servers, you create new OLAP schemas. This
might be necessary if you have multiple large cubes. In that case, you might want to
assign one cube to one host, to one SAS OLAP Server, and to one OLAP schema.

New OLAP schemas are created with the Create OLAP Schema wizard in SAS OLAP
Cube Studio or SAS Management Console. SAS OLAP Servers are assigned to new
OLAP schemas by changing server properties in SAS Management Console. To create
a new OLAP schema or assign an OLAP schema to a SAS OLAP Server using SAS
Management Console, see “Create or Assign an OLAP Schema” on page 206. A SAS
OLAP Server reads its assigned OLAP schema from metadata only as the server starts.
Assigning a new OLAP schema to a server requires that you restart the SAS OLAP
Server.

When building, updating, or deleting cubes, you can specify OLAP schemas in the Cube
Designer wizard of SAS OLAP Cube Studio. Alternatively, if you choose to write SAS
code for PROC OLAP, the schema is specified in the OLAP_SCHEMA= option of the
METASVR statement.

Create or Assign an OLAP Schema

To create a new OLAP schema or assign an OLAP schema to a SAS OLAP Server,
perform the following steps:

1 Open SAS Management Console.

2 In the left pane, expand Server Manager.

 Building a Cube 207

3 Under Server Manager, locate the SAS Application Server that contains the SAS
OLAP Server. The name of one such SAS Application Server might be SASApp, for
example.

4 Right-click the top-level SAS Application Server and select Properties.

5 In the Properties window, click the OLAP Schema tab.

6 Click New to create a new OLAP schema, or select the down arrow to choose an
existing OLAP schema.

7 Click OK to save changes and close the Properties window.

8 Restart the SAS OLAP Server using the SAS OLAP Server Monitor.

Building a Cube

Overview of Building a Cube

The following is a summary of the cube-building process. For additional information
about building and modifying SAS OLAP cubes, see the SAS OLAP Server: User's
Guide.

Before building a cube, you should collect and scrub your data in addition to planning a
dimensional design. When you define the cube, you define the dimensions and
measures for the cube along with information about how aggregations should be
created and stored. There are two methods of creating a cube:
n You can submit PROC OLAP code by using either the SAS Program Editor or a
batch job. If you use PROC OLAP, the cube is created, and then the cube definition
is stored in a metadata repository. This is referred to as the long form of PROC
OLAP.
n You can use the Cube Designer interface in SAS OLAP Cube Studio to define and
create the cube. The Cube Designer first stores the cube definition in a metadata
208 Chapter 6 / Managing OLAP Cube Data

repository, and then submits a shorter form of PROC OLAP code to create the cube.
This is referred to as the short form of PROC OLAP.

Note: The Cube Designer can also be launched from SAS Data Integration Studio.

Preparations for Building a Cube

To build a cube by using either PROC OLAP or SAS OLAP Cube Studio, you must
perform several preliminary tasks:
n Configure a metadata server.
n Define an OLAP server in the metadata. The server does not need to be running to
create cubes, but it must be defined in the metadata.
n Analyze the data to determine the location of the table or tables to use for building
your cubes and what dimensions and measures will be created.
n Register the table or tables to use for creating the cube in the metadata. You do this
by using SAS Data Integration Studio or by using SAS OLAP Cube Studio and SAS
Management Console as follows:
o Use SAS Management Console to register the metadata for the server to use for
accessing the tables. This is a SAS Application Server with a workspace server
component.
o Use SAS Management Console to register metadata for the library that contains
the table.
o In SAS OLAP Cube Studio, specify the server to use for accessing the tables. To
set the server, select Tools  Options. Or, if the shortcut bar is displayed, select
Options to set the server.
o In SAS OLAP Cube Studio, select Source Designer to load the table definitions
(or other information source) as follows:
n From the shortcut bar, select Tools  Source Designer or select Source
Designer .
n Select a Source Type (SAS, ODBC, and so on), and then select Next.
 Building a Cube 209

n If you have not specified a server, or if the server that is specified is not valid,
then you are prompted again for a server.
n Select the library that contains the tables that you want to use, and then
select Next.
n Select the tables to register and then select Next.
n Select Finish. The table definitions are register in metadata.
o If you start to create a cube and do not see the table that you need to continue,
then you can click the Define Table button in any of the windows that prompt for
tables.
n In the Finish window of the cube designer, you are given the option to create the
physical cube. The metadata definition is always stored as you leave the Finish
window. However, you can defer creation of the physical cube because it might be a
resource and time intensive process. If you choose to create the cube as you leave
the Finish window, then a SAS Workspace Server must be defined so that you can
submit PROC OLAP code to it. This server is defined in SAS Management Console.

For more information about the different data types that you can use to load cubes from,
see “Planning for SAS OLAP Cubes” in SAS OLAP Server: User's Guide.

Note: The SAS Metadata Server enables duplicate librefs to be defined in the
metadata. To ensure that the correct library definition is found on the metadata server,
you should assign the libref by using the LIBNAME statement for the metadata engine
before submitting the PROC OLAP code. Otherwise, PROC OLAP selects the first
library definition that it finds with your specified libref, and it associates your cube
metadata with that definition. The selected library definition might or might not contain a
description of the data that was actually used to build your cube. For more information
about using the LIBNAME statement for the metadata engine, see “Metadata LIBNAME
Engine” in SAS Language Interfaces to Metadata.

When a SAS OLAP cube is created, a directory for that cube is also created. This
directory is assigned the same name as the cube, but in uppercase letters. For
example, if you save a cube in c:\olapcubes and name the cube Campaigns, the
cube is saved in the directory c:\olapcubes\CAMPAIGNS.
210 Chapter 6 / Managing OLAP Cube Data

Storage Location Requirements for Cube

Metadata and Related Objects
When storing metadata that describes a cube, the metadata objects that describe the
cube and the cube's associated libraries and source tables must be stored in the same
repository, or the metadata that describes the cube must be in a custom repository that
is dependent on the repository that contains the library and table objects. Otherwise,
you will not be able to create the cube. In addition, the library and table objects that are
referenced by a cube must always be in the same repository. The following options
illustrate these conditions:
n The library, table, and cube objects can be in a Foundation repository.
n The library, table, and cube objects can be in Project A, which is dependent on the
Foundation repository.
n The library and table objects can be in the Foundation repository, and the cube
object can be in Project A.
n The cube object cannot be in the Foundation repository, and the library and table
objects cannot be in Project A.
n The table object cannot be in the Foundation repository, and the library and cube
objects cannot be in Project A.
n The library object cannot be in the Foundation repository, and the table and cube
objects cannot be in Project A.

Making Detail Data Available to a Cube

for Drill-Through
You can drill through an OLAP report to the underlying detail data only after you make
the detail data available to the cube. You can use either SAS OLAP Cube Studio or the
OLAP procedure to make detail data available to the cube:
 Making Detail Data Available to a Cube for Drill-Through 211

n In SAS OLAP Cube Studio, you can specify a table for drill-through when you create
or edit the cube using the Cube Designer wizard. On the Drill-Through page of the
wizard, either select a table and click the right-arrow and then Next to specify the
drill-through table, or just click Next if drill-through is not needed. The following
figure shows the Cube Designer - Drill Through page of the Cube Designer wizard:

Figure 6.1 Cube Designer

For more information about the Cube Designer wizard, see the SAS OLAP Cube
Studio Help. Note that for star schema tables, a view that fully joins the fact and
dimension tables is the drill-through table.
n In the PROC OLAP statement, use the DRILLTHROUGH_TABLE option to specify
the name of the drill-through table to use. For more information about the
DRILLTHROUGH_TABLE option, see “The OLAP Procedure” in SAS OLAP Server:
User's Guide.
212 Chapter 6 / Managing OLAP Cube Data

Making Detail Data Available to an

OLAP Server for Drill-Through
You can drill through an OLAP report to the underlying detail data only after you make
the detail data available to the OLAP Server. In order for the OLAP server to make
detail data available for a cube, the library for the table that contains the detail data
must be registered so that the OLAP server can identify the library to use. Also, the
library permissions must allow ReadMetadata permission. The simplest way to register
the library to the server is to pre-assign it and store the library in a folder that grants
ReadMetadata permission to PUBLIC.

To specify a library as pre-assigned for an OLAP server, perform the following steps:

1 In Data Library Manager (in SAS Management Console), find the Libraries folder
and perform one of the following tasks to get to the dialog box that lets you select
advanced options:
n For a new library, right-click the Libraries folder and select New Library to start
the New Library wizard. Then navigate to the page that enables you to specify
the libref.
n For an existing library, open the Libraries folder and right-click the desired
library. Select Properties from the drop-down menu, and then select the Options
tab in the properties dialog box.
 Making Detail Data Available to an OLAP Server for Drill-Through 213

Figure 6.2 Library Properties

2 Click Advanced Options.

3 Select the Library is pre-assigned check box on the Pre-Assign tab in the
Advanced Options dialog box.

4 On the Assign tab of the properties dialog box or the server selection page of the
New Library wizard, ensure that the selected application server is the server
container that contains your OLAP server.

Figure 6.3 Specifying an Assigned Server

214 Chapter 6 / Managing OLAP Cube Data

5 Click OK in the properties dialog box, or finish entering information in the wizard.

6 Restart the OLAP server.

The selected library is assigned after the selected OLAP server starts. After the OLAP
server starts, ensure that the library is pre-assigned to the correct SAS OLAP server.
The OLAP server also generates a record in the log file stored at SAS-
configuration-directory\Lev1\SASApp\OLAPServer\Logs\.
The following example shows how pre-assigned libraries are identified in the log file:

2008-08-04T13:00:13,068 WARN [00000010] :SYSTEM@host - NOTE: Libref odbc successfully assigned from
logical server.
2008-08-04T13:00:13,068 WARN [00000010] :SYSTEM@host - NOTE: Libref wrstemp successfully assigned from
logical server.
2008-08-04T13:00:13,068 WARN [00000010] :SYSTEM@host - NOTE: Libref wrsdist successfully assigned from
logical server.
2008-08-04T13:00:13,068 WARN [00000010] :SYSTEM@host - NOTE: Libref stpsamp successfully assigned from
logical server.
2008-08-04T13:00:13,068 WARN [00000010] :SYSTEM@host - NOTE: Libref SASDATA successfully assigned from
logical server.

Making Detail Data Available to an

Information Map for Drill-Through
You can drill through an OLAP report to the underlying detail data only after you make
the detail data available to the information map. In order for an information map to
produce a report that has drill-through capabilities, an option must first be set in the
information map.

For an existing information map, open the information map, right-click it, and then select
Properties from its drop-down menu. Select the Allow drill-through to detail data
check box on the Definition tab in the Information Map Properties dialog box. This
check box is displayed only when a drill-through table is specified for the cube that the
OLAP information map is using as its data source.
 Display Detail Data for a Large Cube 215

Figure 6.4 Information Map Properties

Display Detail Data for a Large Cube

If your cube contains an extremely large amount of detail data, then in order to view that
data from within SAS Information Map Studio, you might need to increase the Java
heap size for SAS Information Map Studio or increase the maximum number of drill-
through rows that your SAS OLAP Server can handle. The default number of drill–
through rows that can be displayed by a query is 300,000 rows.

You can increase the number of drill-through rows that your OLAP server can handle by
changing the OLAP server definition with the Server Manager plug-in to SAS
Management Console. To increase the number of drill-through rows, perform the
following steps:

1 In the navigation tree for Server Manager, find the node that represents your
physical OLAP server.
216 Chapter 6 / Managing OLAP Cube Data

2 Right-click the icon and select Properties

3 In the properties dialog box, select the Options tab, and then click Advanced
Options.

4 In the Advanced Options dialog box, select the Server tab, and then enter the
desired value for the Maximum number of flattened rows field.

Figure 6.5 SAS OLAP Server Advanced Options

5 Click OK to save the setting.

 217

Recommended Reading

Here is the recommended reading list for this title:

n DataFlux Data Management Server: Administrator's Guide
n SAS Data Integration Studio: User's Guide
n SAS Federation Server: Administrator's Guide
n SAS Guide to Software Updates
n SAS Intelligence Platform: Application Server Administration Guide
n SAS Intelligence Platform: Security Administration Guide
n SAS Intelligence Platform: System Administration Guide
n SAS Language Interfaces to Metadata
n SAS Language Reference: Concepts
n SAS Scalable Performance Data Engine: Reference
n SAS Statements: Reference
n SAS System Options: Reference
n SAS Hadoop Configuration Guide for Base SAS and SAS/ACCESS
n The Little SAS Book: A Primer
n SAS offers instructor-led training and self-paced e-learning courses to help you
administer the SAS Intelligence Platform. For more information about the courses
available, see http://support.sas.com/admintraining.
218 Recommended Reading

For a complete list of SAS publications, go to sas.com/store/books. If you have

questions about which titles you need, please contact a SAS Representative:
SAS Books
SAS Campus Drive
Cary, NC 27513-2414
Phone: 1-800-727-0025
Fax: 1-919-677-4444
Email: [email protected]
Web address: sas.com/store/books
 219

Glossary
aggregation
a summary of detail data that is stored with or referred to by a cube.

application server
a server that is used for storing applications. Users can access and use these server
applications instead of loading the applications on their client machines. The
application that the client runs is stored on the client. Requests are sent to the server
for processing, and the results are returned to the client. In this way, little information
is processed by the client, and nearly everything is done by the server.

authentication domain
a SAS internal category that pairs logins with the servers for which they are valid.
For example, an Oracle server and the SAS copies of Oracle credentials might all be
classified as belonging to an OracleAuth authentication domain.

client application
an application that runs on a client machine.

cube
See OLAP cube.

data mart
a subset of the data in a data warehouse. A data mart is optimized for a specific set
of users who need a particular set of queries and reports.

data warehouse (warehouse)

a collection of pre-categorized data that is extracted from one or more sources for
the purpose of query, reporting, and analysis. Data warehouses are generally used
220 Glossary

for storing large amounts of data that originates in other corporate applications or
that is extracted from external data sources.

database management system (DBMS)

a software application that enables you to create and manipulate data that is stored
in the form of databases.

DBMS
See database management system.

Extensible Markup Language (XML)

a markup language that structures information by tagging it for content, meaning, or
use. Structured information contains both content (for example, words or numbers)
and an indication of what role the content plays. For example, content in a section
heading has a different meaning from content in a database table.

library reference
See libref.

libref (library reference)

a SAS name that is associated with the location of a SAS library. For example, in the
name MYLIB.MYFILE, MYLIB is the libref, and MYFILE is a file in the SAS library.

metadata LIBNAME engine

the SAS engine that processes and augments data that is identified by metadata.
The metadata engine retrieves information about a target SAS library from metadata
objects in a specified metadata repository.

metadata promotion (promotion)

in the SAS Open Metadata Architecture, a feature that enables you to copy the
contents of a metadata repository to another repository, and to specify changes in
the metadata that will be stored in the target repository. For example, you can use
this feature to move metadata from a development environment to a testing
environment. In such a scenario, you would probably have to change some ports,
 Glossary 221

hosts, and/or schema names as part of the process of moving metadata from one
environment to another.

OLAP
See online analytical processing.

OLAP cube (cube)

a logical set of data that is organized and structured in a hierarchical,
multidimensional arrangement to enable quick analysis of data. A cube includes
measures, and it can have numerous dimensions and levels of data.

OLAP schema
a container for OLAP cubes. A cube is assigned to an OLAP schema when it is
created, and an OLAP schema is assigned to a SAS OLAP Server when the server
is defined in the metadata. A SAS OLAP Server can access only the cubes that are
in its assigned OLAP schema.

online analytical processing (OLAP)

a software technology that enables users to dynamically analyze data that is stored
in multidimensional database tables (cubes).

promotion
See metadata promotion.

resource template
an XML file that specifies the information that is needed for creating a metadata
definition for a SAS resource.

SAS Metadata Repository

a container for metadata that is managed by the SAS Metadata Server.

SAS OLAP Cube Studio

a Java interface for defining and building OLAP cubes in SAS System 9 or later. Its
main feature is the Cube Designer wizard, which guides you through the process of
registering and creating cubes.
222 Glossary

SAS Open Metadata Architecture

a general-purpose metadata management facility that provides metadata services to
SAS applications. The SAS Open Metadata Architecture enables applications to
exchange metadata, which makes it easier for these applications to work together.

SAS Scalable Performance Data Engine (SPD Engine)

a SAS engine that organizes data into a streamlined file format, enabling rapid
delivery of data to applications.

SAS Scalable Performance Data Server (SPD Server)

a server that restructures data in order to enable multiple threads, running in parallel,
to read and write massive amounts of data efficiently.

schema
a map or model of the overall data structure of a database. A schema consists of
schema records that are organized in a hierarchical tree structure. Schema records
contain schema items.

SPD Engine
See SAS Scalable Performance Data Engine.

SPD Server
See SAS Scalable Performance Data Server.

warehouse
See data warehouse.

XML
See Extensible Markup Language.
 223

Index
A autoexec files
pre-assigning libraries using
access information in 57
defining ODBC data sources
120
B
ODBC connectivity to
databases 119
Base SAS engine
registering database libraries
metadata engine invocation of
123
49
registering database server
Base SAS library
121
registering 72
registering SAS Federation
Base SAS tables
Server 125
buffering data 187
registering SAS Federation
BLKSIZE= LIBNAME option
Server libraries 126
192
Access
block insert buffer size 194
ODBC connectivity to
block read buffer size 195
databases 13
block size 192
ADD command
buffer size
SPDO procedure 18
for block insert 194
aggregations 204
for block read 195
APIs (application programming
buffering table data 187, 189
interfaces) 12
BYSORT= LIBNAME option
ARM (application response
199
monitoring) 201
asynchronous communication
10
Attunity 20
authorization facility 49
224 Index

C to data sets 3
to Excel files 81
cache to external files 8
page caches 193 to flat files 83
CACHENUM= LIBNAME option to Hadoop Server 148
193 to Impala Server 144
change data capture (CDC) 20 to information maps 88
CLUSTER CREATE command to library of data sets 72
SPDO procedure 17 to ODBC databases using
cluster tables, dynamic 17 Microsoft Windows NT
CLUSTER UNDO command Authenication 92
SPDO procedure 18 to OLE DB databases 100
clustered data tables 17 to Oracle databases 11, 114
columns to SAP HANA servers 139
defining for flat files 84 to SAP servers 19, 134
compression 179 to SAS Federation Server 124
configuration to SPD Server 16, 129
libnames.parm file 130 to Teradata databases 108
SPD Engine hardware 191 to XML data 87
configuration files to XML files 9
editing for pre-assigned cube metadata
libraries 55 storage location requirements
for user-defined formats 76 210
connectivity cubes
ODBC 12 See OLAP cubes
ODBC, to Access databases
13
D
ODBC, to Microsoft Access
119
data access
ODBC, to Oracle databases
local and remote 5
13
OLAP cubes 204
SAS LASR Analytic Server
read-only for reporting
157
libraries 173
SAS LASR libraries 160
SASHDAT 167
 Index 225

verifying in SAS applications application response

173 monitoring (ARM) 201
data component partitions 199 buffering data for Base SAS
data compression 179 tables 187
data extraction 20 buffering data for other tables
data registration 5 189
data representation compressing data 179
for output files 192 grid computing 200
data sets 3 indexing data 182
connectivity to 3 LIBNAME options affecting
connectivity to library of 72 SAS table performance
shared access to 4, 78 191
data source optimization, multi LIBNAME options affecting
195 SAS/ACCESS database
data sources 2 performance 193
change data capture 20 LIBNAME options affecting
connecting to 67 SPD Engine table
data sets 3 performance 197
Excel files 81 multi-threaded sorting 186
external files 7 sorting data 184
local and remote data access sorting database tables 187
5 threaded reads 190
message queues 10 validating SPD Engine
ODBC 12 hardware configuration
relational database sources 191
11 Data Surveyor for SAP 19
SAP HANA servers 139 data synchronicity 20
SAP servers 134 data tables, clustered 17
shared access to data sets 4 data warehouses
SPD Server and SPD Engine cubes and 204
14 data-access engines 49
XML data 9 database libraries
data storage registering for Hadoop Hive
OLAP cubes 204 154
data storage optimization 178
226 Index

registering for Microsoft DBMS

Access 123 passing DELETE statement
registering for Oracle 117 (SQL) to 195
database servers passing functions to 195
registering for access 121 passing generated SQL to
registering for Oracle 115 196
registering SPD Server 130 registering libraries 71
database tables registering server 70, 102
sorting 187 threaded access 196
databases DBNULLKEYS= LIBNAME
connectivity to ODBC using option 195
Microsoft Windows NT DBSLICEPARM= LIBNAME
Authenication 92 option 196
connectivity to OLE DB 100 DELETE statement (SQL)
connectivity to Oracle 11, 114 passing to DBMS 195
connectivity to Teradata 108 delimited external file wizard 7
LIBNAME options affecting detail data
SAS/ACCESS performance displaying for large cubes 215
193 making available to cubes for
ODBC connectivity to Access drill-through 210
13 making available to
ODBC connectivity to information map for drill-
Microsoft Access 119 through 214
ODBC connectivity to Oracle making available to OLAP
13 server for drill-through 212
relational 11 DIRECT_EXE= LIBNAME
third-party 11 option 195
DataFlux Data Management DIRECT_SQL= LIBNAME
Server 21 option 196
DATAPATH= LIBNAME option drill-through
198 making detail data available to
DB2 cubes for 210
buffering table data 189 making detail data available to
DBINDEX= LIBNAME option information map for 214
195
 Index 227

making detail data available to flat files 83

OLAP server for 212 extracting data 20
dynamic cluster tables 17 extracting SAP metadata 138

E F

ending observation number file system path 5

200 fixed-width external file wizard
ENDOBS= LIBNAME option 7
200 flagging pre-assigned libraries
engines 54
Base SAS engine 49 flat files
data-access engines 49 connecting to 84
metadata engine 49, 50 connectivity to 83
pre-assigning libraries 53 defining columns for 84
environment variables format catalog 76
for SAS/ACCESS on UNIX formats
174 user-defined 76
Excel files functions
as data source 81 passing to DBMS 195
connectivity to 81
EXCLUDE statement
METALIB procedure 30 G
exporting
cubes 205 generated SQL
External File Source Designer passing to DBMS 196
connecting to flat files 84 grid computing
external files 7 data considerations 200
connectivity to 8
creating metadata objects for
H
7
defining columns 84 Hadoop
delimited 7 registering server 150
fixed-width 7 Hadoop data 2
228 Index

Hadoop Hive affecting SAS table

registering database library performance 191
154 affecting SAS/ACCESS
Hadoop Server database performance 193
connectivity to 148 affecting SPD Engine table
hardware configuration performance 197
validating for SPD Engine 191 libnames.parm file
configuring 130
libraries
I See also pre-assigning
libraries
I/O block size 192 assigning 44
Impala Server connectivity to 72
connectivity to 144 creating table metadata for 25
Impala servers data-access engines and 49
registering 145 default assignment for 45
implicit sort 199 metadata engine and 49
importing platform client assignments
cubes 205 46
index component files 198 read-only access for reporting
indexes 182, 195 libraries 173
INDEXPATH= LIBNAME option registering 67
198 registering Base SAS library
information map tables 90 72
information maps registering database libraries
connectivity to 88 for Microsoft Access 123
making detail data available registering DBMS libraries 71
for drill-through 214 registering for SAP HANA
INSERTBUFF= LIBNAME servers 143
option 194 registering for SAP servers
137
registering for SPD Server
L
132
registering Hadoop Hive
LIBNAME options
database library 154
 Index 229

registering Oracle database component files 199

library 117 extracting SAP metadata 138
registering SAS Federation storage location requirements
Server libraries 126 for cube metadata 210
stored processes and metadata engine 49
assigning 50 pre-assigning libraries to 53
libraries using SAS metadata objects
Environment Manager creating for external files 7
SAS/SHARE Remote Engine METALIB procedure 24
library 80 assessing potential table
libraries using SAS metadata changes 26
Management Console changing the update rule 29
SAS/SHARE Remote Engine creating table metadata for
library 79 new library 25
librefs EXCLUDE statement 30
assigning libraries 44 NOEXEC statement 26
for XML data 9 pre-assigned libraries and 24
limit access to libraries 60 REPORT statement 26
LIST command SELECT statement 30
SPDO procedure 18 specifying which tables are
local data access 5 affected 30
localize table UPDATE_RULE statement 29
batch tool 32 updating table metadata to
lockdown state 60 match physical tables 28
locked-down servers 60 METAPATH= LIBNAME option
logs 199
reviewing to verify pre- multi data source optimization
assigned libraries 59 195
multi-threaded sorting 186
MULTI_DATASRC_OPT=
M LIBNAME option 195

message queues 10
metadata
See also table metadata
230 Index

N creating or assigning OLAP

schemas 206
NOEXEC statement data storage and access 204
METALIB procedure 26 detail data for drill-through
null keys 210
when generating WHERE detail data for information map
clauses 195 drill-through 214
number of ending observation detail data for OLAP server
200 drill-through 212
number of starting observation displaying detail data for large
199 cubes 215
exporting and importing 205
OLAP schemas and 206
O storage location for metadata
and related objects 210
observations OLAP schemas 206
ending observation number creating or assigning 206
200 OLAP server
starting observation number detail data for drill-through
199 212
ODBC OLE DB
buffering table data 189 buffering table data 189
components and features 12 connectivity to databases 100
connectivity to databases optimizing data storage
using Microsoft Windows See data storage optimization
NT Authenication 92 Oracle
connectivity to Microsoft buffering table data 189
Access 119 connectivity to databases 11,
ODBC sources 12 114
defining for Microsoft Access connectivity to databases,
120 using ODBC 13
OLAP cubes 204 registering database library
aggregations 204 117
building 207 registering database server
115
 Index 231

output files to use metadata engine 53

data representation for 192 using information in autoexec
OUTREP= LIBNAME option file 57
192 verifying by reviewing logs 59
overflow paths 199

R
P
RDBMS
page caches 193 SAS/ACCESS connections to
partitions 68
paths for storing 198 troubleshooting SAS/ACCESS
size of 199 connections to 175
PARTSIZE= LIBNAME option read-only access
199 for reporting libraries 173
performance READBUFF= LIBNAME option
See also data storage 195
optimization registering
SAS tables 191 access SAS Federation
SAS/ACCESS databases 193 Server library 126
SPD Engine tables 197 Base SAS library 72
physical tables data 5
updating table metadata to DBMS library 71
match 28 DBMS server 70, 102
platform clients Hadoop Hive database library
assigning libraries 46 154
pooled workspace server Hadoop server 150
assigning libraries 50 Impala servers 145
pre-assigning libraries 44, 53 libraries 67
editing configuration files 55 Microsoft Access database
externally 47 121
flagging libraries as pre- Microsoft Access database
assigned 54 library 123
large number of libraries 53 Oracle database library 117
METALIB procedure and 24 Oracle database server 115
232 Index

SAP HANA library 143 registering 135

SAP HANA servers 141 registering libraries for 137
SAP server library 137 SAS applications
SAP servers 135 verifying data access in 173
SAS Federation Server 125 SAS Data Quality Server 21
SPD Server 130 SAS Data Surveyor 19
SPD Server library 132 SAS Federation Server
tables 171 connectivity to 124
relational database sources 11 registering 125
ODBC 12 SAS Federation Server libraries
SAS/ACCESS 11 registering for access 126
remote data access 5 SAS LASR Analytic library
Remote Engine library, SAS/ connectivity 160
SHARE 79, 80 SAS LASR Analytic Server
REPORT statement connectivity 157
METALIB procedure 26 SAS Open Metadata
reporting libraries Architecture
read-only access for 173 authorization facility 49
SAS tables 3
LIBNAME options affecting
S performance 191
SAS XML Mapper 9
SAP sas-localize-table 32
Data Surveyor 19 SAS/ACCESS 11
extracting metadata 138 connections to RDBMS 68
on z/OS 139 environment variables on
SAP HANA UNIX 174
registering libraries for 143 LIBNAME options affecting
SAP HANA servers database performance 193
as data source 139 troubleshooting RDBMS
connectivity to 139 connections 175
registering 141 SAS/SHARE
SAP servers Remote Engine library 79, 80
as data source 134 shared access to data sets 4
connectivity to 19, 134 SASHDAT
 Index 233

connectivity 167 CLUSTER UNDO command

Scalable Performance Data 18
Engine LIST command 18
SPD Engine 14 spool files 196
Scalable Performance Data SPOOL= LIBNAME option 196
Server SQL
See SPD Server passing DELETE statement to
SELECT statement DBMS 195
METALIB procedure 30 passing generated SQL to
servers DBMS 196
registering for Hadoop 150 SQL Server
shared access to data sets 4 buffering table data 189
shared access to sets 78 SQL_FUNCTIONS= LIBNAME
SMP (symmetric option 195
multiprocessing) 16 sql_server_ntauth 100
sorting data 184 starting observation number
automatic implicit sort 199 199
database tables 187 STARTOBS= LIBNAME option
multi-threaded sorting 186 199
source designer wizards 7 storage optimization
SPD Engine 14 See data storage optimization
LIBNAME options affecting stored processes
table performance 197 assigning libraries and 50
validating hardware subdirectories
configuration 191 temporary 199
SPD Server 14 Sybase
connectivity to 16, 129 buffering table data 189
dynamic clustering 17 symmetric multiprocessing
registering 130 (SMP) 16
registering library for 132 synchronicity 20
symmetric multiprocessing 16
SPDO procedure 17
ADD command 18 T
CLUSTER CREATE
command 17 table metadata 24
234 Index

adding 28 U
assessing potential changes
26 UNIX
changing the update rule 29 environment variables for
creating for new library 25 SAS/ACCESS 174
excluding tables 30 update rule 29
selecting tables 30 UPDATE_RULE statement
specifying which tables are METALIB procedure 29
affected 30 user-defined formats
updating 28 configuration file 76
updating to match data in connectivity to library of data
physical tables 28 sets 76
tables user-written external file wizard
buffering table data 187, 189 8
clustered data tables 17
dynamic cluster tables 17
information map tables 90 W
LIBNAME options affecting
SAS table performance WHERE clauses
191 null keys when generating
LIBNAME options affecting 195
SPD Engine table
performance 197
registering and verifying 171 X
sorting database tables 187
XML data 9
TEMP= LIBNAME option 199
connectivity to 9, 87
temporary subdirectories 199
libref for 9
Teradata
XML LIBNAME engine 9
connectivity to databases 108
XML Writer transformation 9
third-party databases 11
XMLMaps 9
threaded DBMS access 196
threaded reads 190
troubleshooting Z
SAS/ACCESS connections to
RDBMS 175 z/OS
 Index 235

SAP on 139
236 Index