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Migrating to SAS 9.2Bill GibsonCTO SAS Australia and New ZealandSNUG Q1 2009, 19 March 2009
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Migrating to 9.2 - Agenda
Introduction
When
Scenarios
Tools
Approaches
Planning
Services Available
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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
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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
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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
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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?
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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
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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
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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)
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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
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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.
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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?
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How do you perform a migration?
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
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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.
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How do you perform a migration?
Delivery Installation & Configuration
Includes complete migration from 9.1.3 to 9.2
• Configuration• Content
SAS Migration Utility
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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.
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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
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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.
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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
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Perform a migration using promotion tools
Promotion is the movement of selected content from a source system to an already configured target system.
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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
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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
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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
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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%
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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
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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
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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
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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
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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
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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.
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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?
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Questions?Next Steps
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