Migrating To SAS 9.2 by Bill Gibson

Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only

Migrating to SAS 9.2Bill GibsonCTO SAS Australia and New ZealandSNUG Q1 2009, 19 March 2009

Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only 2

Migrating to 9.2 - Agenda

Introduction

When

Scenarios

Tools

Approaches

Planning

Services Available


SAS 9.2 Time Line

• April 2009: General AvailabilityReporting, OLAP, Data Integration, Foundation

• May: Forecast Server, Enterprise Miner,Text Miner,Model Manager

• Q3-Q4 2009

Business Solutions

Maintenance Release

• Q2 2008

SAS FoundationLimited availability

Presenter

Presentation Notes

Mark Torr


SAS 9.2 Value Proposition

Not just a “minor DOT” release. A major step forward in SAS technology

SAS 9.2

Productivity

Customer Driven

More IT Friendly

Delivers a giant leap in functionality to aid

productivity of all using SAS

Delivers a great deal of customer requested functionality

Delivers enhancements to reduce the cost for IT and Business units of

managing a SAS Environment

Presenter

Presentation Notes

Mark Torr


SAS 9.2

Major update in Platform Support• Operating Systems• Java Application Servers• 64 bit Windows

− Break the 2G ceiling

New functionality across all products

New Baseline Architecture Level• Minor releases will build on initial versions

Presenter

Presentation Notes

Win32 for a server is end-of-life


Do you have a metadata server?• Server Based• EG,• SAS BI• SAS Management Console• Enterprise Miner• Enterprise Guide

If you are Foundation only this is not relevant• Migration will be as per previous releases• “Only” issue is WIN 64• No issue reported from the 9.2 C phase.

Are You Running a SAS 9 Platform?


When to Migrate to SAS 9.2 - Checklist Interest & Willingness

Product Mix Availability – during rollout period.

Types of Migration• Initial learning environment/playpen, followed by staged

migration of production environment(s) • Immediate full migration in one project

Migration Approach• Joint approach SAS/Partner + customer, where site has SAS

9 skills• SAS/Partner led project, typically where customer skills are

limited

Funding - people’s time and money


Migrating to 9.2 – Sample Software Scenarios

1. Single Server, Enterprise Guide Clients

2. Single Server, SAS BI

3. Multiple Servers, SAS DI, BI & Portal

4. Multiple Servers, SAS, ABM & EG

Presenter

Presentation Notes

Assuming metadata


SAS Usage Scenarios

A. Analyst Environment

B. Production Business Analytics System

C. Production Operational IT System

D. Combination of above• Most often A+B (possibly building models, and

production scoring system)


Single Deployment – often Type A

Multiple – Dev / Test / Prod• Multiple environments on one hardware platform• Multiple hardware platforms

Physical Environment Considerations• Virtual / Partitioned Environments

− VMWARE & others− UNIX logical partitions

• 9.2 separate hardware available • Only 9.1.3 hardware

− Outages or parallel running

Migrating to 9.2 – Environmental Scenarios


Dev / Test / Prod in Business Analytics

Very different from traditional operational systems

IT use Dev/Test for data management & production system creation & maintenance.

Business users create new content (reports, analyses, & ad-hoc data management) in production environment as required.• May use folder level security to manage status.

Multiple “applications” hosted on a single platform.(see http://www2.sas.com/proceedings/forum2007/204-2007.pdf)

Migration Planning & Timing must allow for this.• Synchronisation needed.

http://www2.sas.com/proceedings/forum2007/204-2007.pdf�


Choose from the following approaches

1. Migrate content using the automated migration tools as a part of the install process.

2. Install a new SAS 9.2 environment and promote selected content from 9.1.3

You can use a combination of these approaches.

How do you perform a migration?

Presenter

Presentation Notes

SAS Customers may choose to Start over by deploying SAS 9.2 out-of-the-box Use the automated migration tools to deploy SAS 9.2 based on an existing 9.1.3 deployment Deploy SAS 9.2 out-of-the-box and use partial promotion to promote selected content from 9.1.3. Each SAS 9.1.3 customer will need to review their goals for the upgrade and evaluate their current deployment to develop an upgrade plan that best fits their environment. Selecting the approach may require tradeoffs: each customer will need to balance the benefits and challenges of the upgrade options with their own goals and priorities for the upgrade. The approaches are not mutually exclusive. Customers may choose to migrate to a new 9.2 deployment, and run it in parallel with 9.1.3, periodically refreshing content using promotion from the 9.1.3 environment. n Chapter 2, we will discuss how to choose an upgrade approach that best meets your requirements.



How do you install and configure SAS 9.2?

Delivery Installation & Configuration

Single entry point – SAS Deployment Wizard

Ask once and upfront; runs automatically afterwards

• Includes deployment of initial metadata• Includes deployment of web apps

Capture/replay available for batch deployment

Electronic Software Delivery

Custom DVDs


Perform migration with migration tools

Automated tools to support migration of a 9.1.3 system to 9.2 provide a way for our customers to preserve their current investment in SAS, while upgrading to the latest version.

Presenter

Presentation Notes

Migration With SAS 9.2 automated tools will be provided to take data and configuration from a running 9.1.3 environment, and migrate it to work in a 9.2 environment, preserving as much as possible, the original data and functionality. The tools provided to support migration are the: SAS Migration Utility: a command line interface that allows you analyze your existing 9.1.3 environment and package it for migration SAS Deployment Wizard: is used to deploy SAS 9.2 software. It can also take the package created by the Migration Utility and migrate the content as part of the software deployment process.



Delivery Installation & Configuration

Includes complete migration from 9.1.3 to 9.2

• Configuration• Content

SAS Migration Utility

Presenter

Presentation Notes

And, if migration is involved, then migration is included as part of the installation and configuration process.


SAS Migration Utility

The SAS Migration Utility supports deploying SAS 9.2 based on an existing 9.1.3 environment.• Analyzes the 9.1.3 Environment• Creates migration packages that the SAS Deployment

Wizard can read which represents the “full system” configuration and content from 9.1.3.

Presenter

Presentation Notes

You can use the SAS migration utility to create a migration package of content and configuration from a 9.1.3 environment. A migration package is a directory structure containing files and sub-directories that store the extracted configuration and content from the 9.1.3 system. The SAS Deployment Wizard reads the migration package to recreate the 9.1.3 environment in 9.2. NOTE: The SAS 9.1.3 environment must be at Service Pack 4 to support migration.


System Flow: Migration

GenerateOld config Migrated

configConvert

9.1.3 System

SMU[Platform +BI][ Solution A][Solution B]

9.2 System

Impo

rt

Old Content (metadata, DAV,

RDBMS, etc.)

Extrac

t

Extract

Combine New Content (metadata, DAV,

RDBMS, etc.)

SDW[Platform +BI][ Solution A][Solution B]

Migrationpackage

PLAN File

Presenter

Presentation Notes

In the context of upgrading from 9.1.3 to 9.2, migration is the movement of a 9.1.3 intelligence platform deployment (BI, DI and eventually solutions) to 9.2. For metadata server centered SAS deployments. Requires transformation/conversion of metadata repository, & some content.


Why use migration tools to migrate content?

Most efficient method for upgrading from SAS 9.1.3 to SAS 9.2.• Upgrades entire system at one time• Produces additional reports to understand changes in

security

Preserves customizations made in 9.1.3.

Checks whether software is at the required baseline and supported by the automated tools.


Additional steps after using Tools

Portal content may need adjusting• Custom themes need to be redefined• Custom web applications need to be updated

OLAP cubes need to be rebuilt

Custom plug-ins need to be modified

Manual changes to configuration to exploit 9.2 platform enhancements• Includes validation of behavior

Validation & Rollout


Perform a migration using promotion tools

Promotion is the movement of selected content from a source system to an already configured target system.

Presenter

Presentation Notes

Promotion is a related concept to migration. Promotion of metadata content is typically used to support movement across development, test, and production environments. There are two main methods for handling promotion of metadata content: full repository promotion and partial promotion. Full repository promotion, supported by the SAS Management Console Promotion and Replication Wizard, is typically used to stage a baseline system or promote a wide range of changes over an existing deployment on a scheduled basis. Partial promotion supported by the SAS Management Console BI Manager, is used in an ongoing manner, in support of project-level changes over time. NOTE: Full repository promotion between a 9.1.3 and a 9.2 environment will not be supported.


Why use promotion tools to migrate content?

System configuration in 9.2 will be different• Changing hardware• Different server configurations

Lots of “garbage” content in the existing 9.1.3 system

Haven’t fully utilized the platform, so minimal content involved

Want to try out functionality and/or validate in bite size portions


Why not use promotion tools only?

May be more time intensive• Requires manual movement of content and it is still

difficult to change the folder structure• Order of promoting objects is important

Only a subset of metadata content is supported• No environment metadata – users, groups, ACTs,

servers• Extra work for OLAP, Portal

No automatic security comparison reports


Validate the new environment Resynchronize content Rollout SAS 9.2 access to end users

So, how long will a migration take? Migration process consists of 4 main phases

Upgrade to SAS 9.2 using SASDW with either migration or promotion tools

Implement customizations, if needed

Create software depot and plan file Backup the current environment Setup target environment

Assess the state of the current environment Identify what is “outside the SAS box” Determine the hardware deployment


So, how long will a migration take?

The actual execution of the migration is not the main portion of time.

Timeline Planning Preparation Implementation Validation/Rollout 30% 20% 15% 35%


So… How long should I plan for a migration?

It depends on• Product mix• Usage scenario• Environmental scenario

Total Time (Plan- Rollout)• “Happy Path” (simple environment) – 5 to 10 days

• Complex environment – 4 to 6 weeks

• Gnarly environment – 2 to 3 months


Planning Objectives

Document the 9.1.3 environment

Set goals for the 9.2 environment

Choose the best approach for upgrading• Start over installing SAS 9.2 out-of-the-box and

promote selected content from 9.1.3• Migrate content using the automated migration tools• Or, use a combination of these approaches


Planning Should be “SNAP”

Structure of your 9.1.3 deployment

Nature of your 9.1.3 content

Aims for your 9.2 environment

Period of time for upgrading


Migration Process & SAS/Partner Services Migration is something that you will only do once.

It does not make sense to do it without help from people who have done it before (many times).

If technical support get questions from people who have botched an upgrade, they will advise restarting from scratch, and getting assistance.

Timeline

Planning Preparation Implementation Validation/Rollout 30% 20% 15% 35%

Execution Service

- Team of SAS/ Partner & Customer resources

Assessment

Service 2-5 Days


Key “Changes & Enhancements” Training

What’s New in SAS® 9.2 Business Intelligence

What’s New in SAS® 9.2 Data Integration

What’s New in SAS® 9.2 Platform Administration

1 Day Training Courses

Available from May 2009


Resources

What’s New in 9.2 Documentation• http://support.sas.com/documentation/whatsnew/index.

html

Migrating to 9.2• http://support.sas.com/rnd/migration/index.html

SAS ANZ Staff – talk to your account team• Significant internal preparation well advanced.

http://support.sas.com/documentation/whatsnew/index.html�

http://support.sas.com/documentation/whatsnew/index.html�

http://support.sas.com/rnd/migration/index.html�


Migrating to SAS 9.2 - Summary Does take effort over a relatively short time

Preserves existing content & hardware

More functionality,maintainability.

Baseline for future expansion of use,and also forincremental SAS upgrades.

Don’t do it by yourself!

Next Steps?

Migrating To SAS 9.2 by Bill Gibson

Technology

Transcript of Migrating To SAS 9.2 by Bill Gibson