SAS Data Integration Studio 3.3- P4 pdf

C H A P T E R 3 About the Main Windows and Wizards Overview of the Main Windows 12 About the Desktop 13 Overview of the Desktop 13 Metadata Profile Name 13 Menu Bar 14 Toolbar 14 Shortcu

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C H A P T E R

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About the Main Windows and Wizards

Overview of the Main Windows 12

About the Desktop 13

Overview of the Desktop 13

Metadata Profile Name 13

Menu Bar 14

Toolbar 14

Shortcut Bar 14

Tree View 14

Default SAS Application Server 15

User ID and Identity 15

Metadata Server and Port 15

Job Status Icon 15

Expression Builder Window 16

Job Properties Window 17

Open a Metadata Profile Window 17

Options Window 19

Process Designer Window 20

Process Editor Tab 21

Source Editor Tab 21

Log Tab 22

Output Tab 22

Process Library 23

Java Transformations and Generated Transformations 24

Additional Information About the Process Library Transformations 25

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

12 Overview of the Main Windows 4 Chapter 3

Overview of the Main Windows

The following table lists the main windows and components in SAS Data Integration Studio Each component is briefly described in the sections that follow

Table 3.1 SAS Data Integration Studio Interface

“About the Desktop” on page 13 Use to begin working with the metadata

repositories that are specified in the current metadata profile.

“Expression Builder Window” on page 16 Use to create SAS expressions that aggregate

columns, perform conditional processing, and perform other tasks.

“Job Properties Window” on page 17 Enables you to view or update the basic

metadata for a job (metadata other than its process flow diagram).

“Open a Metadata Profile Window” on page 17 Use to open or maintain a metadata profile,

which connects to a metadata server.

“Options Window” on page 19 Use to specify options for SAS Data Integration

Studio.

“Process Designer Window” on page 20 Use to create process flow diagrams, to generate

and submit code for jobs, and to perform related tasks.

“Process Library” on page 23 Use to drag and drop transformations into a

process flow.

“Source Editor Window” on page 25 Use to edit SAS code.

“Table or External File Properties Window” on page 26

Enables you to view or update the metadata for

a table.

“Transformation Properties Window” on page 27 Enables you to view or update the metadata for

a transformation in the process flow diagram for

a job.

“View Data Window” on page 27 Enables you to display data in a SAS table or

view, in an external file, or in a DBMS table or view that is part of a SAS library for DBMS data stores.

About the Main Windows and Wizards 4 Metadata Profile Name 13

About the Desktop

Overview of the Desktop After you open a metadata profile, the SAS Data Integration Studio desktop displays

Display 3.1 SAS Data Integration Studio Desktop

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1

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The desktop consists of the following main parts:

1 Metadata profile name

2 Menu bar

3 Toolbar

4 Shortcut bar

5 Tree view

6 Tree tabs

7 Default SAS application server

8 User ID and identity

9 Metadata server and port

10Job status icon

Metadata Profile Name The title bar in this window shows the name of the metadata profile that is currently

in use A metadata profile is a client-side definition of where the metadata server is located This definition includes a machine name, a port number, and one or more metadata repositories In addition, the metadata profile can contain a user’s login

14 Menu Bar 4 Chapter 3

information and instructions for connecting to the metadata server automatically Two parts—the user ID and identity, and the metadata server and port—are derived from the current metadata profile For more information about metadata profiles, see

“Creating a Metadata Profile (for Administrators)” on page 58 and “Creating a Metadata Profile (for Users)” on page 94

Menu Bar Use the menu bar to access the drop-down menus The list of active options varies according to the current work area and the kind of object that you select Inactive menu options are disabled or hidden

Toolbar The toolbar contains shortcuts for items on the menu bar The list of active options varies according to the current work area and the kind of object that you select

Inactive menu options are disabled or hidden

Shortcut Bar The shortcut bar displays a pane of task icons on the left side of the SAS Data

Integration Studio desktop To display it, select View I Shortcut Bar from the menu

bar Each icon displays a commonly used window, wizard, or a selection window for wizards

Tree View The tree view displays several different hierarchical lists or trees Use the tabs at

the bottom of this pane, such as Inventory and Custom, to display different trees The

following trees are the ones that you will use most of the time

The Inventory tree displays the objects in the default metadata repository, as well as the objects from any repositories on which the default repository depends The

Inventory tree organizes metadata objects into a set of default groups, such as Tables for all table metadata in a repository, and Cubes for all cube metadata in a repository.

Like the Inventory tree, the Custom tree displays the objects in the default metadata repository, as well as the objects from any repositories on which the default repository depends Unlike the Inventory tree, the Custom tree enables you to create user-defined groups (folders and subfolders) that you can use to organize metadata objects in a way that is convenient for your site Use the Custom tree to keep similar kinds of metadata together For example, you can create a user-defined group named

Salesthat contains the metadata for tables that contain sales information

The Project tree becomes active when you open a metadata profile in which the default repository is a project repository Use the Project tree to perform these tasks:

3 use change management features to display objects that have been checked out from a change-managed repository

3 display objects that have been fetched from a change-managed repository

3 display objects that have been created in the Project repository and have not been checked in