C H A P T E R 7 Main Tasks for Users Preliminary Tasks for Users 93 Overview 93 Starting SAS Data Integration Studio 93 Specifying Java Options 93 Specifying the Plug-in Location 93 Spec
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7
Main Tasks for Users
Preliminary Tasks for Users 93
Overview 93
Starting SAS Data Integration Studio 93
Specifying Java Options 93
Specifying the Plug-in Location 93
Specifying the Error Log Location 94
Specifying Message Logging 94
Creating a Metadata Profile (for Users) 94
Preparation 94
Default Metadata Repository 95
Task Summary 95
Opening a Metadata Profile 95
Selecting a Default SAS Application Server 96
Main Tasks for Creating Process Flows 96
Registering Sources and Targets 97
Overview 97
Registering DBMS Tables with Keys 98
Importing and Exporting Metadata 98
Introduction 98
Importing Metadata with Change Analysis 99
Additional Information 99
Working With Jobs 99
Creating, Running, and Verifying Jobs 99
Overview 99
Prerequisites 100
Check Out Existing Metadata That Must Be Updated 100
Create and Populate the New Job 100
Update the Job as Needed 100
Run the Job 101
Check the Log 101
Verify Job Outputs 101
Check In the Metadata 102
Customizing or Replacing Code Generated for Jobs 102
Deploying a Job for Scheduling 102
Enabling Parallel Execution of Process Flows 102
Generating a Stored Process for a Job 103
Improving the Performance of Jobs 103
Maintaining Iterative Jobs 103
Monitoring the Status of Jobs 103
About Job Status Monitoring 103
Displaying Job Status 104
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Using the New Job Wizard 104
Working With SAS Data Quality Software 104
Create Match Code and Apply Lookup Standardization Transformations 105
SAS Data Quality Functions in the Expression Builder Window 105
Data Validation Transformation 105
Updating Metadata 105
Updating Metadata for Jobs 105
Overview 105
Update Metadata for a Job 106
Updating Metadata for Tables or External Files 106
Overview 106
Update Metadata for a Table or External File in a Tree View 106
Update Metadata for a Table or External File in a Process Flow 107
Using a Physical Table to Update Table Metadata 107
Updating Metadata for Transformations 108
Overview 108
Update the Default Metadata for a Transformation 108
Other Updates to the Metadata for a Transformation 108
Setting Name Options for Individual Tables 109
Overview 109
Prerequisites 109
Task Summary 109
Viewing Data in Tables, External Files, or Temporary Output Tables 110
Overview 110
View Data for a Table or External File in a Tree View 110
View Data for a Table or External File in a Process Flow 110
View Data in a Transformation’s Temporary Output Table 111
Viewing Metadata 111
Viewing Metadata for Jobs 111
Overview 111
View Metadata for a Job 112
Viewing Metadata for Tables and External Files 112
Overview 112
View Metadata for a Table or External File in a Tree View 112
View the Metadata for a Table in a Process Flow 112
Viewing Metadata for Transformations 113
Overview 113
View Metadata for a Transformation 113
Working with Change Management 113
About Change Management 113
Adding New Metadata 114
Preparation 114
Task Summary 114
Next Tasks 114
Checking Out Existing Metadata 114
Preparation 114
Task Summary 115
Next Tasks 115
Checking In Metadata 115
Preparation 115
Task Summary 115
Additional Information About Change Management 116
Working with Impact Analysis and Reverse Impact Analysis (Data Lineage) 116
Working with OLAP Cubes 116
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Overview of OLAP Cubes 116
OLAP Capabilities in SAS Data Integration Studio 116
Prerequisites for Cubes 117
Additional Information About Cubes 117
Additional Information About User Tasks 117
Preliminary Tasks for Users
Overview
After administrators complete the tasks that are described in Chapter 6, “Main Tasks for Administrators,” on page 53, you must perform several tasks before you can begin work in SAS Data Integration Studio
Starting SAS Data Integration Studio
Start SAS Data Integration Studio as you would any other SAS application on a
given platform For example, under Microsoft Windows, you can select StartI
Programs I SAS I SAS Data Integration Studio You can also start the
application from a command line Navigate to the SAS Data Integration Studio installation directory and issue the
etlstudio.exe
command
If you do not specify any options, SAS Data Integration Studio uses the parameters
specified in the etlstudio.ini file The following sections contain information on options you can specify on the command line or add to the etlstudio.ini file.
Specifying Java Options
To specify Java options when you start SAS Data Integration Studio, use the
javaopts option and enclose the Java options in single quotation marks For example, the following command starts SAS Data Integration Studio on Windows and contains Java options that specify the locale as Japanese:
etlstudio -javaopts ’-Duser.language=ja -Duser.country=JP’
Specifying the Plug-in Location
By default, SAS Data Integration Studio looks for plug-ins in a plugins directory
under the directory in which the application was installed If you are starting SAS Data Integration Studio from another location, you must specify the location of the plug-in directory by using the
pluginsDir
option The syntax of the option is
etlstudio pluginsdir <plugin path>
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Specifying the Error Log Location
SAS Data Integration Studio writes error information to a file named errorlog.txt
in the working directory Because each SAS Data Integration Studio session overwrites this log, you might want to specify a different name or location for the log file Use the following option to change the error logging location:
etlstudio logfile ’<filepath/filename>’
Specifying Message Logging You can specify the server status messages that are encountered in a SAS Data Integration Studio session by using the
MessageLevel level_value
option Valid values for level_value include the following:
CONFIG static configuration messages are logged
FINER more detailed tracing information is logged FINEST highly detailed tracing information is logged Specify this option to
debug problems with SAS server connections
SEVERE messages indicating a severe failure are logged WARNING messages indicating a potential problem are logged
Creating a Metadata Profile (for Users)
A metadata profile is a client-side definition of where the metadata server is located The definition includes a machine name, a port number, and one or more metadata repositories In addition, the metadata profile can contain log on information and instructions for connecting to the metadata server automatically
You must open a metadata profile before you can do any work in SAS Data Integration Studio This section describes how a user could create a metadata profile for the example data warehouse
Preparation After an administrator has created one or more metadata repositories, the administrator provides the SAS Data Integration Studio user with the following information:
3 the network name of the metadata server
3 the port number used by the metadata server
3 a login ID and password for that server
3 the name of the repository that should be selected as the default metadata repository for this profile