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Migrating To SAS 9.2 by Bill Gibson
- 1. Migrating to SAS 9.2
Bill Gibson
CTO SAS Australia and New Zealand
SNUG Q1 2009, 19 March 2009
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 2. Migrating to 9.2 - Agenda
Introduction
When
Scenarios
Tools
Approaches
Planning
Services Available
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 3. SAS 9.2 Time Line
• Q3-Q4 2009
• April 2009: General Availability
• Q2 2008 Reporting, OLAP, Business Solutions
Data Integration,
SAS Foundation Foundation Maintenance
Limited availability • Release
May: Forecast Server,
Enterprise Miner,
Text Miner,
Model Manager
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 4. SAS 9.2 Value Proposition
Not just a “minor DOT” release. A major step
forward in SAS technology
Delivers a great deal of customer requested functionality
Customer
Driven
Delivers enhancements
Delivers a giant leap to reduce the cost for IT
in functionality to aid More IT
Productivity and Business units of
productivity of all Friendly managing a SAS
using SAS Environment
SAS 9.2
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 5. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 6. Are You Running a SAS 9 Platform?
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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 7. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 8. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 9. 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)
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 10. Migrating to 9.2 – Environmental Scenarios
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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 11. 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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 12. How do you perform a migration?
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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 13. How do you perform a migration?
How do you install and configure SAS 9.2?
Delivery Installation & Configuration
Electronic Single entry point – SAS Deployment
Software Delivery Wizard
Custom DVDs Ask once and upfront; runs automatically
afterwards
• Includes deployment of initial metadata
• Includes deployment of web apps
Capture/replay available for batch
deployment
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 14. 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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 15. How do you perform a migration?
Delivery Installation & Configuration
Includes complete
migration from 9.1.3 to 9.2
• Configuration
• Content
SAS Migration Utility
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 16. 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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 17. System Flow: Migration
9.1.3 System 9.2 System
PLAN File
Old config Extrac Migrated
t Generate config
SMU SDW
[Platform +BI] [Platform +BI]
[ Solution A] [ Solution A]
[Solution B] [Solution B]
Co
Co
ct
rt
po
tra
m
nv
bi
Im
Ex
Old Content New Content
ert
n
e
(metadata, DAV, (metadata, DAV,
RDBMS, etc.) RDBMS, etc.)
Migration
package
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 18. 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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 19. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 20. Perform a migration using promotion tools
Promotion is the movement of selected content
from a source system to an already configured
target system.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 21. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 22. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 23. So, how long will a migration take?
Migration process consists of 4 main phases
Assess the state of the current environment
Identify what is “outside the SAS box”
Determine the hardware deployment
Create software depot and plan file
Backup the current environment
Setup target environment
Upgrade to SAS 9.2 using SASDW with either migration
or promotion tools
Implement customizations, if needed
Validate the new environment
Resynchronize content
Rollout SAS 9.2 access to end users
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 24. 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%
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 25. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 26. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 27. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 28. 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%
Assessment Execution Service
Service 2-5 Days - Team of SAS/ Partner & Customer resources
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 29. 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
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 30. 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.
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 31. 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 for
incremental
SAS upgrades.
Don’t do it by yourself!
Next Steps?
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
- 32. Questions?
Next Steps
Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only