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SAS ®Data Integration Studio 3.3 User’s Guide... P A R T 1 Introduction 1 Purpose of This Manual 3 Intended Audience for This Manual 3 Quick Start with SAS Data Integration Studio 4 SAS

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SAS ®

Data Integration Studio 3.3

User’s Guide

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The correct bibliographic citation for this manual is as follows: SAS Institute Inc 2006.

SAS®Data Integration Studio 3.3: User’s Guide Cary, NC: SAS Institute Inc.

SAS®Data Integration Studio 3.3: User’s Guide

Copyright © 2006, SAS Institute Inc., Cary, NC, USA

ISBN-13: 978-1-59047-869-1

ISBN-10: 1-59047-869-X

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

U.S Government Restricted Rights Notice Use, duplication, or disclosure of this

software and related documentation by the U.S government is subject to the Agreement with SAS Institute and the restrictions set forth in FAR 52.227-19 Commercial Computer Software-Restricted Rights (June 1987)

SAS Institute Inc., SAS Campus Drive, Cary, North Carolina 27513

1st printing, March 2006

SAS Publishing provides a complete selection of books and electronic products to help customers use SAS software to its fullest potential For more information about our e-books, e-learning products, CDs, and hard-copy books, visit the SAS Publishing Web site

at support.sas.com/pubs or call 1-800-727-3228.

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 registered trademarks or trademarks of their

respective companies

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P A R T 1 Introduction 1

Purpose of This Manual 3

Intended Audience for This Manual 3

Quick Start with SAS Data Integration Studio 4

SAS Data Integration Studio Online Help 4

The SAS Intelligence Platform 5

What Is SAS Data Integration Studio? 6

Important Concepts 6

Features of SAS Data Integration Studio 9

Overview of the Main Windows 12

About the Desktop 13

Expression Builder Window 16

Job Properties Window 17

Open a Metadata Profile Window 17

Options Window 19

Process Designer Window 20

Process Library 23

Source Editor Window 25

Table or External File Properties Window 26

Transformation Properties Window 27

View Data Window 27

Overview of the Main Wizards 29

New Job Wizard 32

Transformation Generator Wizard 34

P A R T 2 Planning, Installation, and Setup 37

Overview of Warehouse Design 39

Data Warehousing with SAS Data Integration Studio 40

Planning a Data Warehouse 41

Planning Security for a Data Warehouse 42

Overview of Orion Star Sports & Outdoors 43

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Asking the Right Questions 44

Which Salesperson Is Making the Most Sales? 45

What Are the Time and Place Dependencies of Product Sales? 49

The Next Step 51

Main Tasks for Installation and Setup 54

Deploying a Job for Scheduling 65

Deploying a Job for Execution on a Remote Host 68

Converting Jobs into Stored Processes 69

Metadata Administration 71

Supporting HTTP or FTP Access to External Files 72

Supporting SAS Data Quality 72

Supporting Metadata Import and Export 72

Supporting Case and Special Characters in Table and Column Names 73

Maintaining Generated Transformations 75

Additional Information About Administrative Tasks 88

P A R T 3 Creating Process Flows 89

Preliminary Tasks for Users 93

Main Tasks for Creating Process Flows 96

Registering Sources and Targets 97

Importing and Exporting Metadata 98

Working With Jobs 99

Working With SAS Data Quality Software 104

Updating Metadata 105

Viewing Data in Tables, External Files, or Temporary Output Tables 110

Viewing Metadata 111

Working with Change Management 113

Working with Impact Analysis and Reverse Impact Analysis (Data Lineage) 116

Working with OLAP Cubes 116

Additional Information About User Tasks 117

Sources: Inputs to SAS Data Integration Studio Jobs 119

Example: Using a Source Designer to Register SAS Tables 120

Example: Using a Source Designer to Register an External File 126

Next Tasks 138

Targets: Outputs of SAS Data Integration Studio Jobs 139

Example: Using the Target Table Designer to Register SAS Tables 140

Next Tasks 148

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Using Jobs to Create Process Flows 149

Example: Creating a Job That Joins Two Tables and Generates a Report 150

Example: Creating a Data Validation Job 167

Example: Using a Generated Transformation in a Job 174

Building Efficient Process Flows 182

Analyzing Process Flow Performance 187

About Slowly Changing Dimensions 195

SCD and SAS Data Integration Studio 198

Example: Using Slowly Changing Dimensions 204

P A R T 4 Appendixes 215

About the Process Library 217

Additional Information About Process Library Transformations 221

Methods of Customizing or Replacing Generated Code 223

Modifying Configuration Files or SAS Start Commands 224

Specifying Options in the Code Generation Tab 225

Adding SAS Code to the Pre and Post Processing Tab 225

Specifying Options for Transformations 225

Replacing the Generated Code for a Transformation with User-Written Code 226

Adding a User-Written Code Transformation to the Process Flow for a Job 227

Adding a Generated Transformation to the Process Library 228

Recommended Reading 229

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