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SAS 9.1.3 Intelligence Platform: System Administration Guide

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142 Setting Up the Source Environment for a Promotion Job R Chapter 17<br />

Note: If you have previously run a promotion job, and you now want to copy a<br />

metadata repository from the target environment back to the source environment,<br />

follow the setup procedures in “Performing a Demotion” on page 167. For example, you<br />

might want to refresh your development environment or your test environment by<br />

copying metadata from your current production environment. R<br />

Setting Up the Source Environment for a Promotion Job<br />

Summary of Steps for Setting Up the Source Environment<br />

On the source metadata server machine, perform the following setup:<br />

3 Make sure that an IOM object spawner and a workspace server have been<br />

configured on the system and that <strong>SAS</strong>/CONNECT software has been installed.<br />

The <strong>SAS</strong> code that performs the promotion runs on the workspace server, and the<br />

<strong>SAS</strong>/CONNECT software enables the workspace server to move the repository<br />

data sets to the target machine.<br />

You can determine whether <strong>SAS</strong>/CONNECT software is installed on the source<br />

metadata server machine by looking in the <strong>SAS</strong> installation area and seeing<br />

whether the folder <strong>SAS</strong> 9.1 contains a folder named connect. To determine<br />

whether an object spawner and workspace server have been configured on the<br />

machine, look in the folder <strong>SAS</strong>-config-dir\Lev1\<strong>SAS</strong>Main, and see whether it<br />

contains directories named ObjectSpawner and WorkspaceServer.<br />

3 Create an administrative user on Windows, or make the <strong>SAS</strong> user (sas) an<br />

administrative user on UNIX. Make sure that this user has full access to the<br />

necessary parts of the configuration directory on the source machine. The user<br />

must have administrative access in order to pause and resume the metadata<br />

server.<br />

3 Create a metadata access file that is used to establish communication between the<br />

administration metadata server and the source metadata server.<br />

The following subsections explain how to perform these tasks.<br />

Install and Configure the Necessary <strong>SAS</strong> Software<br />

If <strong>SAS</strong>/CONNECT software is installed and a workspace server has been configured<br />

on the source metadata server machine, you can skip this section. Otherwise, perform<br />

these tasks on the source metadata server machine:<br />

1 Install <strong>SAS</strong>/CONNECT software (if it is not already installed) and <strong>SAS</strong> Integration<br />

Technologies software (if it is not already installed). Both of these components are<br />

part of the <strong>SAS</strong> 9.1 Foundation, so you can install them by performing a Software<br />

Index installation of the <strong>SAS</strong> Foundation. (For information on how to perform a<br />

Software Index installation, see the <strong>SAS</strong> <strong>Intelligence</strong> <strong>Platform</strong>: Installation <strong>Guide</strong>.)<br />

During the installation of the <strong>SAS</strong> Foundation, you will have an opportunity to<br />

specify which components the installer should install.<br />

2 If you installed Integration Technologies in step 1, use the <strong>SAS</strong> Configuration<br />

Wizard to configure an object spawner and a workspace server. (For information<br />

about how to run the <strong>SAS</strong> Configuration Wizard outside the context of a planned<br />

installation, see the <strong>SAS</strong> <strong>Intelligence</strong> <strong>Platform</strong>: Installation <strong>Guide</strong>.)<br />

Note: The workspace server must be configured on the same machine that hosts the<br />

metadata server. The promotion wizard cannot access a workspace server that is<br />

located on another machine. R

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