SAS 9.

4 Guide to
®

Software Updates

SAS® Documentation
The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2013. SAS® 9.4 Guide to Software
Updates. Cary, NC: SAS Institute Inc.
SAS® 9.4 Guide to Software Updates
Copyright © 2013, SAS Institute Inc., Cary, NC, USA

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.
The scanning, uploading, and distribution of this book via the Internet or any other means without the permission of the
publisher is illegal and punishable by law. Please purchase only authorized electronic editions and do not participate in or
encourage electronic piracy of copyrighted materials. Your support of others' rights is appreciated.
U.S. Government License Rights; Restricted Rights: The Software and its documentation is commercial computer
software developed at private expense and is provided with RESTRICTED RIGHTS to the United States Government. Use,
duplication, or disclosure of the Software by the United States Government is subject to the license terms of this Agreement
pursuant to, as applicable, FAR 12.212, DFAR 227.7202-1(a), DFAR 227.7202-3(a), and DFAR 227.7202-4, and, to the
extent required under U.S. federal law, the minimum restricted rights as set out in FAR 52.227-19 (DEC 2007). If FAR
52.227-19 is applicable, this provision serves as notice under clause (c) thereof and no other notice is required to be affixed
to the Software or documentation. The Government’s rights in Software and documentation shall be only those set forth in
this Agreement.
SAS Institute Inc., SAS Campus Drive, Cary, NC 27513-2414
August 2016
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 trademarks of their respective companies.
P13:whatsdiff
Contents

Using This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix

What’s New in SAS 9.4 Guide to Software Updates . . . . . . . . . . . . . . . . . . xxi

PART 1 Introduction to Updating SAS Software at Your

Site 1

Chapter 1 / Understanding the Process for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . 3

Common Terminology for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Policy Statement for Maintenance Releases and
Product Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The General Process for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

PART 2 Planning for a Software Update 9

Chapter 2 / Determining the Product Release Numbers for

Products at Your Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Understanding Product Release Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
How to Run the Deployment Registry Report . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Understanding the Contents of the Deployment Registry Report . . . . 14

Chapter 3 / Reviewing Current and Future Software Updates . . . . . . . . . . . . . . . . . . . . . . . 17

The Importance of Understanding Current and
Future Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Current Product Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Deprecated Functionality in SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
iv Contents

Chapter 4 / Updating Operating Environments and Third-Party Software . . . . . . . . 31

Support for Operating Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Additional Support for Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

PART 3 Preparing Your Site for a Software Update

33

Chapter 5 / Assessing the Effect on Products at Your Site . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Review the List of Products at Your Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Review the Product Details and Requirements . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 6 / Using Backups and Restoring Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Estimating Disk Space Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Understanding the Deployment Backup and Recovery Tool . . . . . . . . . . 40
Effect on Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Chapter 7 / Undeploying SAS Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

About the SAS Web Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
About Undeploying the SAS Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . 48
Effect on Any Modifications to Your Web Server Files . . . . . . . . . . . . . . . . . 48
Revert Any Manual TLS Configuration Changes . . . . . . . . . . . . . . . . . . . . . . . 49
Undeploying the SAS Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

PART 4 Installing Your Software Order 51

Chapter 8 / Reviewing Your Software Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

What Is in My Order? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Software Order Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
SAS Order Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
 Contents v

Chapter 9 / Understanding the SAS Software Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

What Is the SAS Software Depot? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Comparing Your Plan File to the Contents of Your Depot . . . . . . . . . . . . . 58

Chapter 10 / Understanding the SAS Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

What Are the Instruction.html Files and the
Deployment Summary? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Instructions.html and UpdateInstructions.html Files . . . . . . . . . . . . . . . . . . . 62
The Deployment Summary for the Installation . . . . . . . . . . . . . . . . . . . . . . . . . 63

Chapter 11 / Installing SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

About the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Create Restore Points for Multiple Machine Deployments . . . . . . . . . . . . 68
Install and Configure a Software Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Updating Your SAS License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Installing a Hot Fix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

PART 5 Product Details and Requirements 77

Chapter 12 / Introduction to Product Details and Requirements . . . . . . . . . . . . . . . . . . . . 85

How Do I Use This Documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Understanding SAS Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Installing Multiple Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Adding SAS Visual Analytics to Your Deployment . . . . . . . . . . . . . . . . . . . . . 88

Chapter 13 / Base SAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Determining Your Update Path for Base SAS . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Base SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Base SAS 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Base SAS 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
vi Contents

Chapter 14 / SAS/ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Determining Your Update Path for SAS/ACCESS . . . . . . . . . . . . . . . . . . . . 108
SAS/ACCESS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
SAS/ACCESS 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
SAS/ACCESS 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
SAS/ACCESS 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Chapter 15 / SAS Add-In for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Determining Your Update Path for SAS Add-In for
Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Managing Multiple Installations of SAS Add-In for
Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
SAS Add-In 6.1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
SAS Add-In 6.1_M1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
SAS Add-In 7.1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Chapter 16 / SAS Anti-Money Laundering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Determining Your Update Path for SAS Anti-Money Laundering . . . 119
About SAS Anti-Money Laundering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Chapter 17 / SAS Asset Performance Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Determining Your Update Path for SAS Asset
Performance Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
SAS Asset Performance Analytics 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Chapter 18 / SAS BI Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Determining Your Update Path for SAS BI Dashboard . . . . . . . . . . . . . . 126
SAS BI Dashboard 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
SAS BI Dashboard 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Chapter 19 / SAS BI Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Determining Your Update Path for SAS BI Portal . . . . . . . . . . . . . . . . . . . . 131
SAS BI Portal 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
 Contents vii

Chapter 20 / SAS Business Data Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

About SAS Business Data Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
SAS Business Data Network 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Chapter 21 / SAS Business Rules Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Determining Your Update Path for SAS Business Rules Manager . 135
SAS Business Rules Manager 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
SAS Business Rules Manager 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Chapter 22 / SAS/CONNECT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Determining Your Update Path for SAS/CONNECT . . . . . . . . . . . . . . . . . 140
SAS/CONNECT 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
SAS/CONNECT 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
SAS/CONNECT 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
SAS/CONNECT 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Chapter 23 / SAS Contextual Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Determining Your Update Path for SAS Contextual Analysis . . . . . . . 143
About SAS Contextual Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Chapter 24 / SAS Credit Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Determining Your Update Path for SAS Credit
Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
About SAS Credit Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Chapter 25 / SAS Customer Due Diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Determining Your Update Path for SAS Customer Due Diligence . . 149
About SAS Customer Due Diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Chapter 26 / SAS Customer Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Determining Your Update Path for SAS Customer Intelligence . . . . . 151
SAS Customer Intelligence 6.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
SAS Customer Intelligence 6.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
SAS Customer Intelligence 6.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
viii Contents

Chapter 27 / SAS Customer Link Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Determining Your Update Path for SAS Customer Link Analytics . . 155
About SAS Customer Link Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Chapter 28 / SAS and DataFlux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

About SAS and DataFlux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Migrating SAS Enterprise Data Integration Server to SAS 9.4 . . . . . . 159
Migration Issue for SAS Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Determining Your Update Path for DataFlux Products . . . . . . . . . . . . . . . 160
DataFlux Authentication Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
DataFlux Data Management Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
DataFlux Data Management Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
DataFlux Secure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
DataFlux Web Studio 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Chapter 29 / SAS Data Integration Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Determining Your Update Path for SAS Data Integration Studio . . . 170
SAS Data Integration Studio 4.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
SAS Data Integration Studio 4.7_M1 and 4.8 . . . . . . . . . . . . . . . . . . . . . . . . . 172
SAS Data Integration Studio 4.7_M2 and 4.9 . . . . . . . . . . . . . . . . . . . . . . . . . 172

Chapter 30 / SAS Data Quality Accelerator for Teradata . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Determining Your Update Path for SAS Data Quality
Accelerator for Teradata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
SAS Data Quality Accelerator 2.5 for Teradata . . . . . . . . . . . . . . . . . . . . . . . 175
SAS Data Quality Accelerator 2.6 for Teradata . . . . . . . . . . . . . . . . . . . . . . . 175

Chapter 31 / SAS Data Quality Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Determining Your Update Path for SAS Data Quality Server . . . . . . . 177
SAS 9.4 Data Quality Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Chapter 32 / SAS Data Remediation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Determining Your Update Path for SAS Data Remediation . . . . . . . . . 179
About SAS Data Remediation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
 Contents ix

Chapter 33 / SAS Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Determining Your Update Path for SAS Decision Manager . . . . . . . . . 181
SAS Decision Manager 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
SAS Decision Manager 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Chapter 34 / SAS Decision Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Determining Your Update Path for SAS Decision Services . . . . . . . . . 185
About SAS Decision Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Chapter 35 / SAS Digital Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Determining Your Update Path for SAS Digital Marketing . . . . . . . . . . . 187
About SAS Digital Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Chapter 36 / SAS Document Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

About SAS Document Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Determining Your Update Path for SAS Document
Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
SAS Document Conversion Server 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
SAS Document Conversion Server 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Chapter 37 / SAS Enterprise Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Determining Your Update Path for SAS Enterprise
Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
SAS Enterprise Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Chapter 38 / SAS Enterprise GRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Determining Your Update Path for SAS Enterprise GRC . . . . . . . . . . . . 195
SAS Enterprise GRC 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Chapter 39 / SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Determining Your Update Path for SAS Enterprise Guide . . . . . . . . . . . 198
SAS Enterprise Guide 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
SAS Enterprise Guide 6.1_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
SAS Enterprise Guide 7.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
x Contents

Chapter 40 / SAS Enterprise Miner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Determining Your Update Path for SAS Enterprise Miner . . . . . . . . . . . 206
SAS Enterprise Miner 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
SAS Enterprise Miner 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
SAS Enterprise Miner 13.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
SAS Enterprise Miner 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Chapter 41 / SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Determining Your Update Path for SAS Environment Manager . . . . 211
About SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
SAS Environment Manager 2.1 (SAS 9.4_M1) . . . . . . . . . . . . . . . . . . . . . . . 214
SAS Environment Manager 2.3 and SAS
Environment Manager 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
SAS Environment Manager 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Chapter 42 / SAS Episode Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Determining Your Update Path for SAS Episode Analytics . . . . . . . . . . 219
SAS Episode Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Chapter 43 / SAS/ETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Determining Your Update Path for SAS/ETS . . . . . . . . . . . . . . . . . . . . . . . . . . 222
About SAS/ETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Chapter 44 / SAS Event Stream Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Determining Your Update Path for SAS Event Stream Processing 225
About SAS Event Stream Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Chapter 45 / SAS Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Determining Your Update Path for SAS Financial Management . . . . 227
SAS Financial Management 5.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
SAS Financial Management 5.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Chapter 46 / SAS Firmwide Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Determining Your Update Path for SAS Firmwide
Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
SAS Firmwide Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
 Contents xi

Chapter 47 / SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Determining Your Update Path for SAS Forecast
Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
About SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Chapter 48 / SAS Forecast Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Determining Your Update Path for SAS Forecast Server . . . . . . . . . . . . 238
About SAS Forecast Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Chapter 49 / SAS Fraud Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Determining Your Update Path for SAS Fraud Management . . . . . . . 241
About SAS Fraud Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Chapter 50 / SAS/GRAPH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Determining Your Update Path for SAS/GRAPH . . . . . . . . . . . . . . . . . . . . . 244
SAS/GRAPH 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
SAS/GRAPH 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
SAS/GRAPH 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
SAS/GRAPH 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Chapter 51 / SAS Grid Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Determining Your Update Path for SAS Grid Manager . . . . . . . . . . . . . . 247
SAS Grid Manager 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Chapter 52 / SAS High-Performance Analytics Infrastructure . . . . . . . . . . . . . . . . . . . . . 251

About SAS High-Performance Analytics Infrastructure . . . . . . . . . . . . . . 251
Determining Your Update Path for SAS High-
Performance Analytics Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
SAS High-Performance Analytics Infrastructure 2.8 . . . . . . . . . . . . . . . . . 253

Chapter 53 / SAS High-Performance Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Determining Your Update Path for SAS High-Performance Risk . . . 255
About SAS High-Performance Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Chapter 54 / SAS/IML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Determining Your Update Path for SAS/IML . . . . . . . . . . . . . . . . . . . . . . . . . . 260
xii Contents

About SAS/IML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Chapter 55 / SAS Information Delivery Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Determining Your Update Path for the SAS
Information Delivery Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
SAS Information Delivery Portal 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
SAS Information Delivery Portal 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Chapter 56 / SAS In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Determining Your Update Path for SAS In-Database
Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
SAS 9.4 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
SAS 9.4_M1 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
SAS 9.4_M2 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
SAS 9.4_M3 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Chapter 57 / SAS Information Map Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Determining Your Update Path for SAS Information Map Studio . . . 276
SAS Information Map Studio 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
SAS Information Map Studio 4.31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Chapter 58 / SAS Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Determining Your Update Path for SAS Integration Technologies . . 282
SAS 9.4 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
SAS 9.4_M1 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
SAS 9.4_M2 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
SAS 9.4_M3 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Chapter 59 / SAS Intelligence Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Determining Your Update Path for SAS Intelligence Platform . . . . . . 288
SAS 9.4 Intelligence Platform System Administration . . . . . . . . . . . . . . . 289
SAS Intelligence Platform 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
SAS Intelligence Platform 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
SAS Intelligence Platform 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
 Contents xiii

Chapter 60 / SAS/IntrNet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Determining Your Update Path for SAS/IntrNet . . . . . . . . . . . . . . . . . . . . . . . 304
SAS/IntrNet 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
SAS/IntrNet 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
SAS/IntrNet 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
SAS/IntrNet 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Chapter 61 / SAS Inventory Optimization Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Determining Your Update Path for SAS Inventory
Optimization Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
About SAS Inventory Optimization Workbench . . . . . . . . . . . . . . . . . . . . . . . 308

Chapter 62 / SAS IT Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Determining Your Update Path for SAS IT Resource
Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
About SAS IT Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Chapter 63 / SAS Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

About SAS Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
SAS Lineage 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Chapter 64 / SAS Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Determining Your Update Path for SAS Management Console . . . . 317
Managing Multiple Installations of SAS Management Console . . . . . 318
SAS Management Console 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Chapter 65 / SAS Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Determining Your Update Path for SAS Marketing Automation . . . . . 321
About SAS Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Chapter 66 / SAS Marketing Operations Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Determining Your Update Path for SAS Marketing
Operations Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
About SAS Marketing Operations Management . . . . . . . . . . . . . . . . . . . . . . 326
xiv Contents

Chapter 67 / SAS Marketing Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Determining Your Update Path for SAS Marketing Optimization . . . 327
About SAS Marketing Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Chapter 68 / SAS MDM (Master Data Management) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Determining Your Update Path for SAS MDM . . . . . . . . . . . . . . . . . . . . . . . . 331
About SAS MDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Chapter 69 / SAS Merchandise Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Determining Your Update Path for SAS Merchandise Intelligence . 333
SAS Merchandise Intelligence 5.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
SAS Merchandise Intelligence 5.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Chapter 70 / SAS Micro Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Determining Your Update Path for SAS Micro Analytic Services . . . 337
SAS Micro Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Chapter 71 / SAS Model Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Determining Your Update Path for SAS Model Manager . . . . . . . . . . . . 339
SAS Model Manager 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
SAS Model Manager 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
SAS Model Manager 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Chapter 72 / SAS Model Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Determining Your Update Path for SAS Model Risk Management . 345
About SAS Model Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Chapter 73 / SAS OLAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Determining Your Update Path for SAS OLAP Server . . . . . . . . . . . . . . . 347
SAS 9.4 OLAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Chapter 74 / SAS OpRisk VaR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Determining Your Update Path for SAS OpRisk VaR . . . . . . . . . . . . . . . . 351
About SAS OpRisk VaR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
 Contents xv

Chapter 75 / SAS/OR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Determining Your Update Path for SAS/OR . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
About SAS/OR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Chapter 76 / SAS/QC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Determining Your Update Path for SAS/QC . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
About SAS/QC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Chapter 77 / SAS Real-Time Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Determining Your Update Path for SAS Real-Time
Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
About SAS Real-Time Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Chapter 78 / SAS Risk Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Determining Your Update Path for SAS Risk Dimensions . . . . . . . . . . . 365
About SAS Risk Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Chapter 79 / SAS Risk Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Determining Your Update Path for SAS Risk
Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
About SAS Risk Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Chapter 80 / SAS/SECURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Determining Your Update Path for SAS/SECURE . . . . . . . . . . . . . . . . . . . . 370
SAS/SECURE 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
SAS/SECURE 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
SAS/SECURE 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
SAS/SECURE 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Chapter 81 / SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Determining Your Update Path for SAS Social
Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
About SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Chapter 82 / SAS/STAT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

Determining Your Update Path for SAS/STAT . . . . . . . . . . . . . . . . . . . . . . . . 377
xvi Contents

About SAS/STAT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Chapter 83 / SAS Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

About SAS Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Determining Your Update Path for SAS Studio . . . . . . . . . . . . . . . . . . . . . . . 383
SAS Studio 3.1_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
SAS Studio 3.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
SAS Studio 3.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
SAS Studio 3.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
SAS Studio 3.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Chapter 84 / SAS Task Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

Determining Your Update Path for SAS Task Manager . . . . . . . . . . . . . . 387
About SAS Task Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Chapter 85 / SAS Text Miner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

Determining Your Update Path for SAS Text Miner . . . . . . . . . . . . . . . . . . 390
SAS Text Miner 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
SAS Text Miner 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
SAS Text Miner 13.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
SAS Text Miner 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

Chapter 86 / SAS Visual Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Determining Your Update Path for SAS Visual Analytics . . . . . . . . . . . . 396
SAS Visual Analytics 6.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
SAS Visual Analytics 6.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
SAS Visual Analytics 6.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
SAS Visual Analytics 7.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
SAS Visual Analytics 7.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
SAS Visual Analytics 7.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Chapter 87 / SAS Visual Process Orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Determining Your Update Path for SAS Visual
Process Orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
SAS Visual Process Orchestration 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
 Contents xvii

Chapter 88 / SAS Visual Scenario Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Determining Your Update Path for SAS Visual Scenario Designer . 413
About SAS Visual Scenario Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Chapter 89 / SAS Web Parts for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415

Determining Your Update Path for SAS Web Parts
for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
About SAS Web Parts for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . 417

Chapter 90 / SAS Web Report Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419

Determining Your Update Path for SAS Web Report Studio . . . . . . . . 420
SAS Web Report Studio 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
SAS Web Report Studio 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422
Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423

Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
xviii Contents
 xix

Using This Book

Audience
This document is for existing SAS customers who are upgrading an existing SAS 9.4
deployment. The initial release of SAS 9.4 TS1M0, Rev. 940_13w26 was in July 2013.
The purpose of this document is to notify customers about changes that they might see
in SAS 9.4 and how those changes might affect their site. Specific information about
migrating your metadata and SAS content is available in the SAS Intelligence Platform:
Migration Guide.
This document is organized into the following parts:
n “Planning for a Software Update” helps you assess whether your site is ready for a
software upgrade.
Here is some of the information that you want to review as you plan to update the
software at your site:
o what products you currently have installed at your site
o how future software updates might impact your site
o what functionality has been deprecated or will be deprecated in the future
o new requirements for operating systems and third-party software
n “Installing SAS 9.4” provides links to the resources that you can use to install SAS
9.4.
n “Product Details and Requirements” can include the following types of information
for each product that runs on SAS 9.4:
o any steps that you might need to perform before you upgrade to a new release
xx Using This Book

o any software changes that might result in different behavior from a previous
release
 xxi

Whatʼs New
What’s New in SAS 9.4 Guide to
Software Updates

Overview

SAS 9.4 Guide to Software Updates is cumulative and is updated whenever there is an
update of a SAS product. The following topics will help you determine what changes
were made after the initial release of SAS 9.4, which shipped in July 2013.

August 2016 (SAS 9.4, Rev. 940_16w33)

SAS Event Stream Processing 4.1 shipped. For more information, see Chapter 44,
“SAS Event Stream Processing,” on page 225.

July 2016 (SAS 9.4, Rev. 940_16w30)

These products shipped a new release:
n SAS Anti-Money Laundering 7.1. For more information, see Chapter 16, “SAS Anti-
Money Laundering,” on page 119.
xxii What’s New in SAS 9.4 Guide to Software Updates

n SAS Model Risk Management 7.1. For more information, see Chapter 72, “SAS
Model Risk Management,” on page 345.
n SAS Risk Management for Banking 3.4. For more information, see Chapter 79, “SAS
Risk Management for Banking,” on page 367.

June 2016 (SAS 9.4, Rev. 940_16w26)

These products shipped a new release:
n SAS Customer Link Analytics 6.5. For more information, see Chapter 27, “SAS
Customer Link Analytics,” on page 155.
n SAS Decision Services 6.5. For more information, see Chapter 34, “SAS Decision
Services,” on page 185.
n SAS Digital Marketing 6.5. For more information, see Chapter 35, “SAS Digital
Marketing,” on page 187.
n SAS Marketing Automation 6.5. For more information, see Chapter 65, “SAS
Marketing Automation,” on page 321.
n SAS Marketing Optimization 6.5. For more information, see Chapter 67, “SAS
Marketing Optimization,” on page 327.
n SAS Real-Time Decision Manager 6.5. For more information, see Chapter 77, “SAS
Real-Time Decision Manager,” on page 361.

The third maintenance release for SAS Social Network Analysis Server is now
available. For more information, see Chapter 81, “SAS Social Network Analysis Server,”
on page 375.

May 2016 (SAS 9.4, Rev. 940_16w22)

These products shipped a new release:
 March 2016 (SAS 9.4, Rev. 940_16w13) xxiii

n SAS Forecast Analyst Workbench 5.3. For more information, see Chapter 47, “SAS
Forecast Analyst Workbench,” on page 233.
n SAS Fraud Management 4.3. For more information, see Chapter 49, “SAS Fraud
Management,” on page 241.
n SAS Inventory Optimization Workbench 5.3. For more information, see Chapter 61,
“SAS Inventory Optimization Workbench,” on page 307.

April 2016 (SAS 9.4, Rev. 940_16w17)

These products shipped a new release:
n SAS Firmwide Risk for Solvency II 3.2. For more information, see Chapter 46, “SAS
Firmwide Risk for Solvency II,” on page 231.
n SAS High-Performance Risk 3.6. For more information, see Chapter 53, “SAS High-
Performance Risk,” on page 255.
n SAS Risk Dimensions 6.6. For more information, see Chapter 78, “SAS Risk
Dimensions,” on page 365.

March 2016 (SAS 9.4, Rev. 940_16w13)

SAS Micro Analytic Services 1.3 is now available. For more information, see Chapter
70, “SAS Micro Analytic Services,” on page 337.
xxiv What’s New in SAS 9.4 Guide to Software Updates

February 2016 (SAS 9.4, Rev.

940_16w08)
These products shipped a new release:
n SAS Add-In 7.12 for Microsoft Office. For more information, see Chapter 15, “SAS
Add-In for Microsoft Office,” on page 113.
n SAS Enterprise Guide 7.12. For more information, see Chapter 39, “SAS Enterprise
Guide,” on page 197.
n SAS Episode Analytics 3.1. For more information, see Chapter 42, “SAS Episode
Analytics,” on page 219.
n SAS IT Resource Management 3.7. For more information, see Chapter 62, “SAS IT
Resource Management,” on page 311.
n SAS Studio 3.5. For more information, see Chapter 83, “SAS Studio,” on page 381.

January 2016 (SAS 9.4, Rev.

940_16w04)
These products shipped a new release:
n “DataFlux Data Management Server 2.7” on page 162
n “DataFlux Secure 2.7” on page 165

These products shipped a maintenance release:

n the first maintenance release for DataFlux Authentication Server 4.1. For more
information, see “DataFlux Authentication Server” on page 161.
n the first maintenance release for SAS Anti-Money Laundering 6.3. For more
information, see Chapter 16, “SAS Anti-Money Laundering,” on page 119.
 October 2015 (SAS 9.4, Rev. 940_15w42) xxv

n the first maintenance release for SAS Customer Due Diligence 6.3. For more
information, see Chapter 25, “SAS Customer Due Diligence,” on page 149.

November 2015 (SAS 9.4, Rev.

940_15w47)
SAS Event Stream Processing 3.2 shipped a new release. For more information, see
Chapter 44, “SAS Event Stream Processing,” on page 225.

These products shipped a maintenance release:

n the first maintenance release for SAS Contextual Analysis 14.1. For more
information, see Chapter 23, “SAS Contextual Analysis,” on page 143.
n the first maintenance release for SAS Fraud Management 4.2. For more information,
see Chapter 49, “SAS Fraud Management,” on page 241.

October 2015 (SAS 9.4, Rev.

940_15w42)
These products shipped a new release:
n SAS High-Performance Risk 3.5. For more information, see Chapter 53, “SAS High-
Performance Risk,” on page 255.
n SAS Risk Dimensions 6.5. For more information, see Chapter 78, “SAS Risk
Dimensions,” on page 365.

These products shipped a maintenance release:

n the first maintenance release for SAS Enterprise Case Management 6.3. For more
information, see Chapter 37, “SAS Enterprise Case Management,” on page 193.
xxvi What’s New in SAS 9.4 Guide to Software Updates

n the second maintenance release for SAS Social Network Analysis Server 6.2. For
more information, see Chapter 81, “SAS Social Network Analysis Server,” on page
375.

August 2015 (SAS 9.4, Rev. 940_15w33)

These products shipped a new release:
n SAS Merchandise Intelligence 5.4, which includes SAS Size Optimization 3.4. For
more information, see Chapter 69, “SAS Merchandise Intelligence,” on page 333.
n SAS Visual Analytics 7.3 is now available. For more information, see Chapter 86,
“SAS Visual Analytics,” on page 395.

July 2015 (SAS 9.4, Rev. 940_15w29)

These products shipped a new release:
n SAS Business Rules Manager 3.1. For more information, see Chapter 21, “SAS
Business Rules Manager,” on page 135.
n SAS Contextual Analysis 14.1. For more information, see Chapter 23, “SAS
Contextual Analysis,” on page 143.
n SAS Decision Manager 3.1. For more information, see Chapter 33, “SAS Decision
Manager,” on page 181.
n SAS Data Integration Studio 4.901. For more information, see Chapter 29, “SAS
Data Integration Studio,” on page 169.
n SAS Enterprise Miner 14.1. For more information, see Chapter 40, “SAS Enterprise
Miner,” on page 205.
 July 2015 (SAS 9.4, Rev. 940_15w29) xxvii

n SAS Environment Manager 2.5. For more information, see Chapter 41, “SAS
Environment Manager,” on page 211.
n SAS/ETS 14.1. For more information, see Chapter 43, “SAS/ETS,” on page 221.
n SAS Forecast Server 14.1. For more information, see Chapter 48, “SAS Forecast
Server,” on page 237.
n SAS Fraud Management 4.2. For more information, see Chapter 49, “SAS Fraud
Management,” on page 241.
n SAS/IML 14.1. For more information, see Chapter 54, “SAS/IML,” on page 259.
n SAS Model Manager 14.1. For more information, see Chapter 71, “SAS Model
Manager,” on page 339.
n SAS/OR 14.1. For more information, see Chapter 75, “SAS/OR,” on page 353.
n SAS/QC 14.1. For more information, see Chapter 76, “SAS/QC,” on page 357.
n SAS/STAT 14.1. For more information, see Chapter 82, “SAS/STAT,” on page 377.
n SAS Studio 3.4. For more information, see Chapter 83, “SAS Studio,” on page 381.
n SAS Text Miner 14.1. For more information, see Chapter 85, “SAS Text Miner,” on
page 389.

These products were updated as part of the third maintenance release for SAS 9.4:
n Base SAS. For more information, see Chapter 13, “Base SAS,” on page 91.
n SAS/ACCESS software. For more information, see Chapter 14, “SAS/ACCESS,” on
page 107.
n SAS/CONNECT. For more information, see Chapter 22, “SAS/CONNECT,” on page
139.
n SAS Data Quality Server. For more information, see Chapter 31, “SAS Data Quality
Server,” on page 177.
n SAS In-Database Technologies. For more information, see Chapter 56, “SAS In-
Database Technologies,” on page 269.
xxviii What’s New in SAS 9.4 Guide to Software Updates

n SAS/GRAPH. For more information, see Chapter 50, “SAS/GRAPH,” on page 243.
n SAS Grid Manager. For more information, see Chapter 51, “SAS Grid Manager,” on
page 247.
n SAS Integration Technologies. For more information, see Chapter 58, “SAS
Integration Technologies,” on page 281.
n SAS Intelligence Platform. For more information, see Chapter 59, “SAS Intelligence
Platform,” on page 287.
n SAS/IntrNet. For more information, see Chapter 60, “SAS/IntrNet,” on page 303.
n SAS Management Console. For more information, see Chapter 64, “SAS
Management Console,” on page 317.
n SAS OLAP Server. For more information, see Chapter 73, “SAS OLAP Server,” on
page 347.
n SAS/SECURE. For more information, see Chapter 80, “SAS/SECURE,” on page
369.

May 2015 (SAS 9.4, Rev. 940_15w20)

These products shipped a new release:
n SAS Credit Scoring for Banking 5.4. For more information, see Chapter 24, “SAS
Credit Scoring for Banking,” on page 147.
n SAS Event Stream Processing 3.1. For more information, see Chapter 44, “SAS
Event Stream Processing,” on page 225.
n SAS High-Performance Risk 3.4. For more information, see Chapter 53, “SAS High-
Performance Risk,” on page 255.
n SAS IT Resource Management 3.6. For more information, see Chapter 62, “SAS IT
Resource Management,” on page 311.
 March 2015 (SAS 9.4, Rev. 940_15w12) xxix

n SAS Marketing Operations Management 6.4. For more information, see Chapter 66,
“SAS Marketing Operations Management,” on page 325.
n SAS Risk Dimensions 6.4. For more information, see Chapter 78, “SAS Risk
Dimensions,” on page 365.
n SAS Risk Management for Banking 3.3.For more information, see Chapter 79, “SAS
Risk Management for Banking,” on page 367.
n SAS Visual Analytics 7.2. For more information, see “SAS Visual Analytics 7.2” on
page 407.

These products shipped a maintenance release:

n the second maintenance release for SAS Forecast Analyst Workbench 5.2. For more
information, see Chapter 47, “SAS Forecast Analyst Workbench,” on page 233.
n the second maintenance release for SAS Inventory Optimization 5.2. For more
information, see Chapter 61, “SAS Inventory Optimization Workbench,” on page
307.
n the second maintenance release for SAS OpRisk VaR 6.1. For more information,
see Chapter 74, “SAS OpRisk VaR,” on page 351.

These products were also updated:

n SAS Add-In 7.11 for Microsoft Office. For more information, see Chapter 15, “SAS
Add-In for Microsoft Office,” on page 113.
n SAS Enterprise Guide 7.11. For more information, see Chapter 39, “SAS Enterprise
Guide,” on page 197.

March 2015 (SAS 9.4, Rev. 940_15w12)

These products shipped a new release:
n SAS Data Remediation 2.2. For more information, see Chapter 32, “SAS Data
Remediation,” on page 179.
xxx What’s New in SAS 9.4 Guide to Software Updates

n SAS Digital Marketing 6.4. For more information, see Chapter 35, “SAS Digital
Marketing,” on page 187.
n SAS Marketing Automation 6.4. For more information, see Chapter 65, “SAS
Marketing Automation,” on page 321.
n SAS Marketing Optimization 6.4. For more information, see Chapter 67, “SAS
Marketing Optimization,” on page 327.
n SAS MDM 4.2. For more information, see Chapter 68, “SAS MDM (Master Data
Management),” on page 331.
n SAS Real-Time Decision Manager 6.4. For more information, see Chapter 77, “SAS
Real-Time Decision Manager,” on page 361.
n SAS Task Manager 2.2. For more information, see Chapter 84, “SAS Task Manager,”
on page 387.
n SAS Visual Process Orchestration 2.2. For more information, see Chapter 87, “SAS
Visual Process Orchestration,” on page 411.

February 2015 (SAS 9.4, Rev.

940_15w08)
These products shipped a new release:
n SAS Asset Performance Analytics 6.1. For more information, see Chapter 17, “SAS
Asset Performance Analytics,” on page 123.
n SAS Customer Link Analytics 5.6. For more information, see Chapter 27, “SAS
Customer Link Analytics,” on page 155.
n SAS Episode Analytics 2.2. For more information, see Chapter 42, “SAS Episode
Analytics,” on page 219.
n SAS Studio 3.3. For more information, see Chapter 83, “SAS Studio,” on page 381.
 January 2015 (SAS 9.4, Rev. 940_15w04) xxxi

Several SAS solutions or products are now shipped with SAS Visual Analytics
components. For some of these solutions, you can delay the deployment of the SAS
Visual Analytics components. To address this issue, the documentation now includes an
“Adding SAS Visual Analytics to Your Deployment” on page 88 topic.

January 2015 (SAS 9.4, Rev.

940_15w04)
These products shipped a new release:
n SAS Anti-Money Laundering 6.3. For more information, see Chapter 16, “SAS Anti-
Money Laundering,” on page 119.
n SAS Customer Due Diligence 6.3. For more information, see Chapter 25, “SAS
Customer Due Diligence,” on page 149.
n SAS Enterprise Case Management 6.3. For more information, see Chapter 37, “SAS
Enterprise Case Management,” on page 193.
n SAS Financial Management 5.5. For more information, see Chapter 45, “SAS
Financial Management,” on page 227.
n SAS Visual Scenario Designer 6.3. For more information, see Chapter 88, “SAS
Visual Scenario Designer,” on page 413.

SAS Social Network Analysis Server 6.2 shipped its first maintenance release. For more
information, see Chapter 81, “SAS Social Network Analysis Server,” on page 375.
xxxii What’s New in SAS 9.4 Guide to Software Updates

November 2014 (SAS 9.4, Rev.

940_14w47)
These products are new:
n SAS Business Data Network 3.1. For more information, see Chapter 20, “SAS
Business Data Network,” on page 133.
n SAS Lineage 3.1. For more information, see Chapter 63, “SAS Lineage,” on page
315.

These products shipped a new release:

n DataFlux Data Management Studio 2.6. For more information, see “DataFlux Data
Management Studio 2.6” on page 163.
n DataFlux Web Studio 2.5. For more information, see “DataFlux Web Studio 2.5” on
page 166.
n SAS High-Performance Risk 3.3. For more information, see Chapter 53, “SAS High-
Performance Risk,” on page 255.

Here are the documentation enhancements for this release:

n Some SAS solution software orders include SAS Visual Analytics Administration and
Reporting. For more information about this component, see “SAS Visual Analytics
Administration and Reporting” on page 404.
n Information about how to update a deployment with a clustered metadata server. For
more information, see “Clustered Metadata Servers” on page 295.
 September 2014 (SAS 9.4, Rev. 940_14w36) xxxiii

October 2014 (SAS 9.4, Rev.

940_14w41)
These products shipped a new release:
n SAS Add-In 7.1 for Microsoft Office. For more information, see Chapter 15, “SAS
Add-In for Microsoft Office,” on page 113.
n SAS Enterprise GRC 6.1. For more information, see Chapter 38, “SAS Enterprise
GRC,” on page 195.
n SAS Enterprise Guide 7.1. For more information, see Chapter 39, “SAS Enterprise
Guide,” on page 197.
n SAS Environment Manager 2.4. For more information, see Chapter 41, “SAS
Environment Manager,” on page 211.
n SAS Visual Analytics 7.1. For more information, see Chapter 86, “SAS Visual
Analytics,” on page 395.

SAS Web Parts 6.1 for Microsoft SharePoint shipped a second maintenance release
(6.12). For more information, see Chapter 89, “SAS Web Parts for Microsoft
SharePoint,” on page 415.

September 2014 (SAS 9.4, Rev.

940_14w36)
SAS IT Resource Management 3.5 is now available. For more information, see Chapter
62, “SAS IT Resource Management,” on page 311.
xxxiv What’s New in SAS 9.4 Guide to Software Updates

August 2014 (SAS 9.4, Rev. 940_14w32)

These products shipped a new release:
n SAS Business Rules Manager 2.2. For more information, see Chapter 21, “SAS
Business Rules Manager,” on page 135.
n SAS Data Integration Studio 4.9. For more information, see Chapter 29, “SAS Data
Integration Studio,” on page 169.
n SAS Decision Rules Manager 2.2. For more information, see Chapter 33, “SAS
Decision Manager,” on page 181.
n SAS Enterprise Miner 13.2. For more information, see Chapter 40, “SAS Enterprise
Miner,” on page 205.
n SAS Environment Manager 2.3. For more information, see Chapter 41, “SAS
Environment Manager,” on page 211.
n SAS/ETS 13.2. For more information, see Chapter 43, “SAS/ETS,” on page 221.
n SAS/IML 13.2. For more information, see Chapter 54, “SAS/IML,” on page 259.
n SAS Model Manager 13.1. For more information, see Chapter 71, “SAS Model
Manager,” on page 339.
n SAS/OR 13.2. Chapter 75, “SAS/OR,” on page 353.
n SAS/QC 13.2. Chapter 76, “SAS/QC,” on page 357.
n SAS/STAT 13.2. Chapter 82, “SAS/STAT,” on page 377.
n SAS Studio 3.2. For more information, see Chapter 83, “SAS Studio,” on page 381.
n SAS Text Miner 13.2. For more information, see Chapter 85, “SAS Text Miner,” on
page 389.
These products were updated as part of the second maintenance release for SAS 9.4:
 August 2014 (SAS 9.4, Rev. 940_14w32) xxxv

n Base SAS 9.4_M2. For more information, see Chapter 13, “Base SAS,” on page
91.
n SAS/ACCESS 9.4_M2 Interface to Hadoop, SAS/ACCESS 9.4_M2 Interface to
Oracle, SAS/ACCESS 9.4_M2 Interface to PC Files. For more information, see
Chapter 14, “SAS/ACCESS,” on page 107.
n SAS/CONNECT 9.4_M2. For more information, see Chapter 22, “SAS/CONNECT,”
on page 139.
n SAS 9.4_M2 In-Database Technologies. For more information, see Chapter 56,
“SAS In-Database Technologies,” on page 269.
n SAS 9.4_M2 Integration Technologies. For more information, see Chapter 58, “SAS
Integration Technologies,” on page 281.
n SAS 9.4_M2 Intelligence Platform. For more information, see Chapter 59, “SAS
Intelligence Platform,” on page 287.
n SAS/IntrNet 9.4_M2. For more information, see Chapter 60, “SAS/IntrNet,” on page
303.
n SAS Management Console 9.4_M2. For more information, see Chapter 64, “SAS
Management Console,” on page 317.
n SAS OLAP Server 9.4_M2. For more information, see Chapter 73, “SAS OLAP
Server,” on page 347.
n SAS/SECURE 9.4_M2. For more information, see Chapter 80, “SAS/SECURE,” on
page 369.

These products shipped a maintenance release:

n SAS BI Dashboard 4.4_M2. For more information, see Chapter 18, “SAS BI
Dashboard,” on page 125.
n SAS Information Delivery Portal 4.4_M2. For more information, see Chapter 55,
“SAS Information Delivery Portal,” on page 263.
n SAS Information Map Studio 4.4_M2. For more information, see Chapter 57, “SAS
Information Map Studio,” on page 275.
xxxvi What’s New in SAS 9.4 Guide to Software Updates

n SAS Web Report Studio 4.4_M2. For more information, see Chapter 90, “SAS Web
Report Studio,” on page 419.

June 2014 (SAS 9.4, Rev. 940_14w23)

These products shipped a new release:
n SAS Fraud Management 4.1. For more information, see Chapter 49, “SAS Fraud
Management,” on page 241.
n SAS OpRisk VaR 6.1. For more information, see Chapter 74, “SAS OpRisk VaR,” on
page 351.

The first maintenance release for SAS High-Performance Risk 3.1 is available. For
more information, see Chapter 53, “SAS High-Performance Risk,” on page 255.

May 2014 (SAS 9.4, Rev. 940_14w19)

These products shipped a new release:
n DataFlux Authentication Server 4.1 and DataFlux Secure 2.5. For more information,
see Chapter 28, “SAS and DataFlux,” on page 157.
n SAS Customer Intelligence 6.3, which includes these products:
o SAS Digital Marketing 6.3
o SAS Marketing Automation 6.3
o SAS Marketing Optimization 6.3
o SAS Real-Time Decision Manager 6.3
For more information, see Chapter 26, “SAS Customer Intelligence,” on page 151.
n SAS Decision Services 6.3 is a new release. For more information, see Chapter 34,
“SAS Decision Services,” on page 185.
 April 2014 (SAS 9.4, Rev. 940_14w14) xxxvii

n SAS Federation Server 4.1. For more information, see Chapter 28, “SAS and
DataFlux,” on page 157.
n SAS Merchandise Intelligence 5.2, which includes these products:
o SAS Revenue Optimization 5.2, which includes SAS Markdown Optimization,
SAS Regular Price Optimization, and SAS Promotion Optimization
o SAS Size Optimization 3.2, which includes SAS Size Profiling and SAS Pack
Optimization
o SAS Retail Forecasting 5.2
For more information, see Chapter 69, “SAS Merchandise Intelligence,” on page
333.

The first maintenance release of SAS Studio 3.1 is now available. For more information,
see Chapter 83, “SAS Studio,” on page 381.
The documentation is enhanced to include this information:
n Several SAS Data Surveyor products are no longer supported. For more information,
see “Deprecated Functionality in SAS 9.4” on page 30.
n The Deployment and Backup Recovery tool enables you to specify a central,
network-accessible vault location. For more information, see “Deployment Backup”
on page 293.

April 2014 (SAS 9.4, Rev. 940_14w14)

These products shipped a new release:
n SAS Anti-Money Laundering 6.2. For more information, see Chapter 16, “SAS Anti-
Money Laundering,” on page 119.
n SAS Data Quality Accelerator 2.5 for Teradata. For more information, see Chapter
30, “SAS Data Quality Accelerator for Teradata,” on page 173.
xxxviii What’s New in SAS 9.4 Guide to Software Updates

These products shipped a maintenance release:

n SAS Data Remediation 2.1_M1. For more information, see Chapter 32, “SAS Data
Remediation,” on page 179.
n SAS MDM 4.1_M1. For more information, see Chapter 68, “SAS MDM (Master Data
Management),” on page 331.
n SAS Task Manager 2.1_M1. For more information, see Chapter 84, “SAS Task
Manager,” on page 387.

Documentation enhancements include the addition of a DataFlux Data Management

Server 2.5 topic. For more information, see “DataFlux Data Management Server 2.5” on
page 162.

March 2014 (SAS 9.4, Rev. 940_14w11)

SAS Studio 3.1 is a new product. For more information, see Chapter 83, “SAS Studio,”
on page 381.

SAS Visual Analytics 6.4 is a new product release.For more information, see Chapter
86, “SAS Visual Analytics,” on page 395.

Here are the documentation updates for this release:

n In SAS 9.4, the SAS Data Management Standard 2.41 offering replaces the SAS
Enterprise Data Integration Server offering. For more information, see “Migrating
SAS Enterprise Data Integration Server to SAS 9.4” on page 159.
n When you order SAS Enterprise Miner 13.1, you also conditionally license SAS/IML,
which is required for some functionality in SAS Enterprise Miner. For more
information, see “SAS Enterprise Miner 13.1” on page 208.
n An exception for clustering of the middle-tier servers was added to the content for
the SAS Intelligence Platform. For more information, see “Exceptions to the Middle-
Tier Clustering Support” on page 290.
 December 2013 (SAS 9.4, Rev. 940_13w51) xxxix

December 2013 (SAS 9.4, Rev.

940_13w51)
These products shipped a new release.
n SAS Data Integration Studio 4.7_M1 and 4.8. For more information, see Chapter 29,
“SAS Data Integration Studio,” on page 169.
n SAS Document Conversion Server 13.1. For more information, see Chapter 36,
“SAS Document Conversion Server,” on page 189.
n SAS Enterprise Miner 13.1. For more information, see Chapter 40, “SAS Enterprise
Miner,” on page 205.
n SAS Environment Manager 2.1 (SAS 9.4_M1). For more information, see Chapter
41, “SAS Environment Manager,” on page 211.
n SAS/ETS 13.1. For more information, see Chapter 43, “SAS/ETS,” on page 221.
n SAS Financial Management 5.4. For more information, see Chapter 45, “SAS
Financial Management,” on page 227.
n SAS Forecast Server 13.1. For more information, see Chapter 48, “SAS Forecast
Server,” on page 237.
n SAS High-Performance Risk 3.2. For more information, see Chapter 53, “SAS High-
Performance Risk,” on page 255.
n SAS/IML 13.1. For more information, see Chapter 54, “SAS/IML,” on page 259.
n SAS IT Resource Management 3.4. For more information, see Chapter 62, “SAS IT
Resource Management,” on page 311.
n SAS/OR 13.1. Chapter 75, “SAS/OR,” on page 353.
n SAS/QC 13.1. Chapter 76, “SAS/QC,” on page 357.
n SAS/STAT 13.1. Chapter 82, “SAS/STAT,” on page 377.
xl What’s New in SAS 9.4 Guide to Software Updates

n SAS Text Miner 13.1. For more information, see Chapter 84, “SAS Task Manager,”
on page 387.
n SAS Visual Analytics 6.3. For more information, see Chapter 86, “SAS Visual
Analytics,” on page 395.
n SAS Web Parts 6.11 for Microsoft SharePoint. For more information, see Chapter
89, “SAS Web Parts for Microsoft SharePoint,” on page 415.

These products are updated as part of the first maintenance release for SAS 9.4.
n Chapter 14, “SAS/ACCESS,” on page 107
n Chapter 22, “SAS/CONNECT,” on page 139
n Chapter 50, “SAS/GRAPH,” on page 243
n Chapter 56, “SAS In-Database Technologies,” on page 269
n Chapter 58, “SAS Integration Technologies,” on page 281
n Chapter 59, “SAS Intelligence Platform,” on page 287
n Chapter 73, “SAS OLAP Server,” on page 347

These products also shipped a maintenance release.

n The first maintenance release of the SAS Add-In for Microsoft Office 6.1 is now
available. For more information, see Chapter 15, “SAS Add-In for Microsoft Office,”
on page 113.
n The first maintenance release of SAS Enterprise Guide 6.1 is now available. For
more information, see Chapter 39, “SAS Enterprise Guide,” on page 197.

November 2013 (SAS 9.4, Rev.

940_13w45)
A chapter was added for the new release of SAS Anti-Money Laundering 6.1. For more
information, see Chapter 16, “SAS Anti-Money Laundering,” on page 119.
 November 2013 (SAS 9.4, Rev. 940_13w45) xli

The DataFlux chapter has been updated to reflect that SAS has now fully integrated the
DataFlux suite of data quality, data integration, data governance, and master data
management solutions. For more information, see Chapter 28, “SAS and DataFlux,” on
page 157.

In addition, the documentation was enhanced in these ways:

n a new chapter that explains how to undeploy SAS web applications. For more
information, see Chapter 7, “Undeploying SAS Web Applications,” on page 47.
n a new chapter for the SAS High-Performance Analytics Infrastructure. For more
information, see Chapter 52, “SAS High-Performance Analytics Infrastructure,” on
page 251.
xlii What’s New in SAS 9.4 Guide to Software Updates
 1

Part 1
Introduction to Updating SAS Software at Your
Site

Chapter 1
Understanding the Process for Software Updates . . . . . . . . . . . . . 3
2
 3

1
Understanding the Process for
Software Updates

Common Terminology for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . 3

Policy Statement for Maintenance Releases and

Product Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The General Process for Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Common Terminology for Software

Updates
These terms are used throughout this document and are defined here so that you can
understand how these terms are used in conjunction with SAS products.

Software update is a general term for any modification that is provided by the vendor for
existing software.
n Upgrades, also known as “new releases,” introduce new functionality and have a
new release number.
n Maintenance releases are applied to the installed software at your site. A
maintenance release is a collection of updates to SAS products or components that
corrects customer-reported issues and adapts a product to a changed environment.
A maintenance release can also include new software functionality.
4 Chapter 1 / Understanding the Process for Software Updates

Maintenance releases are cumulative. For example, the third maintenance release
contains all of the new features and enhancements for the first, second, and third
maintenance releases. If you choose not to install a maintenance release, you
automatically receive all of the content in that maintenance release when you next
upgrade your version of SAS or SAS product. For example, if you decide not to
install the second maintenance release, when you install the third maintenance
release or a SAS product that runs on the third maintenance release, you get the
software updates from the second and third maintenance releases.
There are two types of maintenance releases:
o SAS maintenance release is a maintenance release for SAS Foundation. This
type of maintenance release includes software changes for multiple SAS
products, such as Base SAS and SAS/GRAPH.
o product-specific maintenance release is a maintenance release for a specific
product, such as the first maintenance release for SAS Forecast Server. This
type of maintenance release includes software changes for a single SAS product.
n Hot fixes are as-needed updates that are generally included in each maintenance
release, but hot fixes can also be made available after the maintenance release has
shipped. To verify that you have the latest hot fixes for the products at your site, see
Technical Support Hot Fixes.

Policy Statement for Maintenance

Releases and Product Releases
SAS has the following policy for maintenance releases and product releases:
n When you install a software update, you receive the maintenance release or product
release that was available when you placed your order. If a new maintenance
release or product release is available, you need to place a new order to get those
software updates.
n SAS creates custom maintenance packages based on the software that is licensed
at your site. You do not select the products to update.
 The General Process for Software Updates 5

n Because of the dependencies between SAS products, you cannot perform these
tasks:
o You cannot partially install a maintenance release or update a single product.
The SAS deployment tools determine which SAS products to update. You must
upgrade all of the SAS software in a specific deployment whether that
deployment is on one machine or multiple machines.
o You cannot uninstall a maintenance release.
n Maintenance releases are cumulative. For example, the third maintenance release
contains all of the new features and enhancements from the first, second, and third
maintenance releases.
n Maintenance releases update the SAS software that is currently deployed at your
site.
n Before installing a maintenance release, back up your current SAS deployment.
Note: In general, SAS maintenance releases do not include any updates to JMP
products. For more information, see JMP Software Updates. Beginning with SAS 9.3,
the JMP Clinical, JMP Genomics, and SAS Visual Data Discovery (for the desktop)
products are installed and maintained with SAS installers. These products no longer use
a separate JMP installer.

The General Process for Software

Updates
Regardless of whether you are upgrading to a new product release, applying a SAS
(Foundation) maintenance release, or applying a product-specific maintenance release,
the general process for updating the software at your site is the same.

1 Learn about the availability of new product releases or maintenance releases from
your SAS account representative, from the SAS website, or from this document.
6 Chapter 1 / Understanding the Process for Software Updates

2 Run a deployment registry report to determine what products you currently have
installed at your site. For more information, see “How to Run the Deployment
Registry Report” on page 14.

3 Assess the impact of upgrading the software at your site.

After running the deployment registry report, you know the release numbers for the
products at your site. Compare these release numbers to the release numbers of the
products in this document. A difference in release numbers helps you identify what
products at your site have updates.
By reviewing the product-specific information in this document, you can determine
how upgrading your software could affect your site. For example, you learn about
any new features that are available and how those features might affect your
existing SAS content. You also learn any post-configuration steps that you need to
complete before you start using the product.

4 Contact your SAS account representative to request a new product release or

maintenance release. To request a maintenance release, the SAS installation
representative at your site can also use the self-service application that is available
from the Maintenance Release Announcement. See the “Request a Maintenance
Release” topic at the bottom of the Maintenance Release Announcement.

5 Review your software order. After you request a maintenance release, a product
upgrade, or a new SAS product, you receive a Software Order E-mail (SOE), which
lists the product bundle that you ordered and the software revision number (for
example, SAS 9.4, Rev. 940_13w26).

6 Prepare your site for the software updates. These preparations include downloading
the order to a SAS 9.4 Software Depot, creating backups, determining how long the
upgrade takes, and notifying users about the scheduled update. You also perform
any pre-installation steps for the products at your site. You determined these pre-
installation steps when you assessed the impact of the software update at your site.

7 Install and configure any software updates. When you run the SAS Deployment
Wizard, SAS automatically detects any files on your system that are older than the
files in your order. If there are software updates to be installed for products already
in your deployment, the SAS Deployment Wizard goes into Update mode. If no
 The General Process for Software Updates 7

software updates need to be installed, the SAS Deployment Wizard does not go into
Update mode, and you can exit the SAS Deployment Wizard.
Depending on your order, you might have new products to add to your deployment.
Adding these products might require that you run the SAS Deployment Wizard a
second time. For more information, see “Adding a New Product” on page 75.

8 Complete any post-configuration steps for the products at your site. You determine
these post-configuration steps when you assess the impact of the software update at
your site. To determine the post-configuration steps, see the “Product Details and
Requirements” section.
8 Chapter 1 / Understanding the Process for Software Updates
 9

Part 2
Planning for a Software Update

Chapter 2
Determining the Product Release Numbers
for Products at Your Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 3
Reviewing Current and Future Software Updates . . . . . . . . . . . . . 17

Chapter 4
Updating Operating Environments and Third-
Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
10
 11

2
Determining the Product Release
Numbers for Products at Your Site

Understanding Product Release Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Understanding Technical Support Numbers . . . . . . . . . . . . . . . . . . . . . . . . 11
Product-Specific Release Numbers for Other SAS Products . . . . . 12
Understanding Maintenance Release Numbers . . . . . . . . . . . . . . . . . . . 13

How to Run the Deployment Registry Report . . . . . . . . . . . . . . . . . . . . . . . 14

Understanding the Contents of the Deployment

Registry Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Understanding Product Release

Numbers

Understanding Technical Support Numbers

Each release of SAS has a unique Technical Support level (TSLEVEL). The format of a
Technical Support level is TSxMy. For example, the Technical Support level for SAS 9.4
is TS1M0. In documentation or on SAS websites, you might see SAS 9.4 (TS1M0).

To determine the Technical Support level for the SAS release that you are running at
your site:

1 Start SAS.
12 Chapter 2 / Determining the Product Release Numbers for Products at Your Site

n On Windows, double-click the sas.exe file in your SAS installation directory. An

example of the SAS installation directory is C:\Program Files\SASHome
\SASFoundation\9.4. You can also start SAS from the Start menu. For
example, select Start  Programs  SAS  SAS 9.4 (English).
n On UNIX, enter ./sas —nodms at a command prompt. To exit, type endsas;.
n On z/OS, enter sas o(nodms). To exit, type endsas;. You can also invoke
SAS in a batch job. Look for the Technical Support level in the SASLOG DD
output stream.

2 In Windows and UNIX environments, review the information at the top of the log
when SAS starts.

To view this information in the SAS Display Manager, select Help  About SAS 9.

Note: If you are working in a z/OS environment, look for the 9.4 (TS1Mx) string in
the output.

Product-Specific Release Numbers for Other

SAS Products
SAS products use product-specific release numbers. To determine what products are
running at your site, generate a deployment registry report. For more information, see
“How to Run the Deployment Registry Report” on page 14.

The following table shows examples of some product release numbers for products that
shipped in SAS 9.4:

Product Name Release Number

Base SAS 9.4

SAS Add-In for Microsoft Office 7.1

 Understanding Product Release Numbers 13

Product Name Release Number

SAS Enterprise Miner 14.1

SAS Management Console 9.4

SAS Visual Analytics 7.3

Understanding Maintenance Release

Numbers
After you install a maintenance release, the product release number for updated
products changes to include maintenance-specific identification, such as M1. This
maintenance number is incremented by one for each maintenance release of that
product. However, a maintenance release (such as the first maintenance release for
SAS 9.4) might not contain updates for all SAS products. Therefore, maintenance
numbers can differ across SAS products. To determine the maintenance numbers for
products at your site, generate a deployment registry report. For more information, see
“How to Run the Deployment Registry Report” on page 14.

Product Name Release Number

Base SAS 9.4_M1

SAS Add-In for Microsoft Office 6.1_M1

SAS Enterprise Guide 6.1_M1

SAS/GRAPH 9.4_M1

As this table shows, all products currently have a maintenance release number of M1.

Suppose Base SAS shipped a second maintenance release. Then the maintenance
release number for Base SAS would be M2. Then, the maintenance release numbers
are different because there have been two maintenance releases for Base SAS.
14 Chapter 2 / Determining the Product Release Numbers for Products at Your Site

If the other products in the table are not updated in the second maintenance release for
SAS 9.4, their maintenance release number stays M1.

For more information about product numbers, see SAS Provides New Product-Specific
Release Numbers.

How to Run the Deployment Registry

Report
Before upgrading your SAS products, you need the product release numbers for all SAS
products at your site. To determine these product release numbers for each machine in
your SAS deployment, generate a deployment registry report and save it for future
reference. For more information about how to generate this report, see SAS Note 35968
at http://support.sas.com/kb/35/968.html.
Note: If you did not generate a deployment registry report before you upgraded the
software at your site, you can determine your product release number for each SAS
product at your site by reviewing the Deployment Summary that is generated by the
SAS Deployment Wizard (when you upgrade your software). For more information, see
“The Deployment Summary for the Installation” on page 63.

Understanding the Contents of the

Deployment Registry Report
The deployment registry report lists all of the SAS 9.4 products that are installed in the
same SAS installation directory (SAS Home).

Note: The deployment registry report lists all of the installed products. However, these
products might not be configured at your site.
For example, if your deployment includes an installation of SAS Visual Analytics
Designer, the deployment registry report could include the following entry:
Host: lax
 Understanding the Contents of the Deployment Registry Report 15

Product Code: bidesignmid

Version: 7.2
Display Name: SAS Visual Analytics Designer
Display Version: 7.2

The Display Version field shows that SAS Visual Analytics Designer 7.2 is installed at
your site.
16 Chapter 2 / Determining the Product Release Numbers for Products at Your Site
 17

3
Reviewing Current and Future
Software Updates

The Importance of Understanding Current and

Future Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Current Product Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Product Releases by Release Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Learning More about Each Product Release . . . . . . . . . . . . . . . . . . . . . . . 29

Deprecated Functionality in SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

The Importance of Understanding

Current and Future Software Updates
Before installing a software update, you might want to know about future product
updates or plans to deprecate functionality. Learning this information early in your
planning process enables you to determine the following information:
n when to place your software order. For example, suppose you are running SAS
Enterprise Guide and SAS Enterprise Miner at your site. A new release of SAS
Enterprise Guide might be available in June, but the new release of SAS Enterprise
Miner is not available until August. To minimize your downtime and go through the
installation process only once, you decide to place your order in August when you
can get both new products.
18 Chapter 3 / Reviewing Current and Future Software Updates

For help with determining when to place a software order, contact your SAS account
representative.
n how plans to deprecate functionality could affect your site. For more information, see
“Deprecated Functionality in SAS 9.4” on page 30.

Current Product Releases

Product Releases by Release Date

Use this table to determine when a product release initially shipped. For a list of the
products in your order, see the install_doc/order-number/ordersummary.html
file in your SAS Software Depot. If you are installing SAS from a DVD, the
ordersummary.html file is available on SAS Software Disc 1 in the install_doc
\order-number directory.

You can also use the Software Order E-mail or Software Order Information to determine
the revision number for the software in your order. For more information, see Chapter 8,
“Reviewing Your Software Order,” on page 53.

Note: The table is not a comprehensive list of all the products that shipped at a specific
time. For more information about a specific product, contact your SAS account
representative.
 Current Product Releases 19

Release Date (Revision Number) Products

July 2013 (SAS 9.4, Rev. 940_13w26) Base SAS 9.4

DataFlux Authentication Server 3.2
SAS/ACCESS 9.4 Interface to Aster
SAS/ACCESS 9.4 Interface to DB2
SAS/ACCESS 9.4 Interface to Greenplum
SAS/ACCESS 9.4 Interface to Hadoop
SAS/ACCESS 9.4 Interface to Netezza
SAS/ACCESS 9.4 Interface to Oracle
SAS/ACCESS 9.4 Interface to PC Files
SAS/ACCESS 9.4 Interface to Postgres
SAS/ACCESS 9.4 Interface to Teradata
SAS/ACCESS 9.4 Interface to Vertica
SAS Add-In 6.1 for Microsoft Office
SAS/AF 9.4
SAS AppDev Studio 4.4
SAS/ASSIST 9.4
SAS/CONNECT 9.4
SAS Data Integration Studio 4.7
SAS Data Surveyor for SAP
SAS 9.4 Data Quality Server
SAS Enterprise Guide 6.1
SAS Environment Manager 2.1
SAS Enterprise Miner 12.3
SAS Federation Server 3.2
SAS Forecast Server 12.3
SAS Forecasting for Desktop 12.3
SAS/GIS 9.4
20 Chapter 3 / Reviewing Current and Future Software Updates

Release Date (Revision Number) Products

July 2013 (SAS 9.4, Rev. 940_13w26) (cont.) SAS/GRAPH 9.4

SAS Grid Manager 9.4
SAS High-Performance Computing
Management Console 2.1
SAS High-Performance Risk 3.1
SAS/IML 12.3
SAS 9.4 In-Database Code Accelerator for
Teradata and Greenplum
SAS Information Map Studio 4.4
SAS 9.4 Integration Technologies
SAS/IntrNet 9.4
SAS Inventory Optimization 2.3
SAS LASR Analytic Server 2.1
SAS Management Console 9.4
SAS Model Manager 12.3
SAS 9.4 OLAP Server
SAS/QC 12.3
SAS Risk Dimensions 6.1
SAS Scalable Performance Data Server 4.8
SAS Scoring Accelerator for Netezza and
Oracle
SAS/SECURE 9.4
SAS Text Miner 12.3
SAS Theme Designer 4.1 for Flex
SAS Visual Analytics 6.2
SAS Web Parts 6.1 for Microsoft SharePoint
SAS Web Report Studio 4.4

July 2013 (SAS 9.4, Rev. 940_13w30) SAS Decision Manager 2.1
SAS 9.4 In-Database Products

September 2013 (SAS 9.4, Rev. 940_13w36) SAS Data Quality Accelerator for Teradata
2.4
 Current Product Releases 21

Release Date (Revision Number) Products

October 2013 (SAS 9.4, Rev. 940_13w40) DataFlux Authentication Server 3.2
DataFlux Data Management Server 2.5
DataFlux Data Management Studio 2.5
DataFlux Secure 2.5
SAS Contextual Analysis 12.3
SAS Data Management Console
SAS Data Quality Accelerator for Teradata
2.4
SAS Data Remediation 2.1
SAS Job Monitor 2.1
SAS MDM 4.1
SAS Visual Process Orchestration 2.1

November 2013 (SAS 9.4, Rev. 940_13w45) SAS Anti-Money Laundering 6.1
SAS Customer Due Diligence 6.1
SAS Peer Group Analysis 6.1
SAS Quality Knowledge Base for Contact
Information 22
22 Chapter 3 / Reviewing Current and Future Software Updates

Release Date (Revision Number) Products

December 2013 (SAS 9.4, Rev. 940_13w51) Base SAS 9.4_M1

SAS/ACCESS 9.4_M1 Interface to PC Files
SAS Add-In 6.1_M1 for Microsoft Office
SAS/CONNECT 9.4_M1
SAS Data Integration Studio 4.8
SAS Enterprise Guide 6.1_M1
SAS Enterprise Miner 13.1
SAS/ETS 13.1
SAS Financial Management 5.4
SAS Forecast Server 13.1
SAS High-Performance Computing
Management Console 2.4
SAS High-Performance Risk 3.2
SAS/IML 13.1
SAS 9.4 In-Database Products
SAS 9.4_M1 Integration Technologies
SAS 9.4_M1 Intelligence Platform
SAS LASR Analytic Server 2.2
SAS 9.4_M1 OLAP Server
SAS/OR 13.1
SAS/QC 13.1
SAS/STAT 13.1
SAS Theme Designer 4.2 for Flex
SAS Text Miner 13.1
SAS Visual Analytics 6.3
SAS Web Parts 6.11 for Microsoft SharePoint

March 2014 (SAS 9.4, Rev. 940_14w11) SAS Strategy Management 5.6
SAS Studio 3.1
SAS Visual Analytics 6.4
 Current Product Releases 23

Release Date (Revision Number) Products

April 2014 (SAS 9.4, Rev. 940_14w14) SAS Anti-Money Laundering 6.2
SAS Data Quality Accelerator 2.5 for
Teradata
SAS Data Remediation 2.1_M1
SAS MDM 4.1_M1
SAS Task Manager 2.1_M1

May 2014 (SAS 9.4, Rev. 940_14w19) SAS Decision Services 6.3

June 2014 (SAS 9.4, Rev. 940_14w23) SAS Fraud Management 4.1
SAS High-Performance Risk
SAS Quality Knowledge Base for Contact
Information 23
24 Chapter 3 / Reviewing Current and Future Software Updates

Release Date (Revision Number) Products

August 2014 (SAS 9.4, Rev. 940_14w32) Base SAS 9.4_M2

SAS/ACCESS 9.4_M2 Interface to Hadoop
SAS/ACCESS 9.4_M2 Interface to Oracle
SAS/ACCESS 9.4_M2 Interface to PC Files
SAS BI Dashboard 4.4_M2
SAS/CONNECT 9.4_M2
SAS Data Integration Studio 4.9
SAS Enterprise Miner 13.2
SAS Environment Manager 2.3
SAS/ETS 13.2
SAS Forecast Server 13.2
SAS/IML 13.2
SAS 9.4_M2 In-Database Technologies
SAS Information Delivery Portal 4.4_M2
SAS Information Map Studio 4.4_M2
SAS/InterNet 9.4_M2
SAS 9.4_M2 Integration Technologies
SAS 9.4_M2 Intelligence Platform
SAS Management Console 9.4_M2
SAS Model Manager 13.1
SAS 9.4_M2 OLAP Server
SAS/OR 13.2
SAS/QC 13.2
SAS/SECURE 9.4_M2
SAS/STAT 13.2
SAS Studio 3.2
SAS Text Miner 13.2
SAS Web Report Studio 4.4_M2

September 2014 (SAS 9.4, Rev. 940_14w36) SAS IT Resource Management 3.5
 Current Product Releases 25

Release Date (Revision Number) Products

October 2014 (SAS 9.4, Rev. 940_14w41) SAS Add-In 7.1 for Microsoft Office
SAS Enterprise GRC 6.1
SAS Enterprise Guide 7.1
SAS Environment Manager 2.4
SAS Visual Analytics 7.1
SAS Web Parts 6.12 for Microsoft SharePoint

November 2014 (SAS 9.4, Rev. 940_14w47) DataFlux Data Management Studio 2.6
DataFlux Web Studio 2.5
SAS Business Data Network 3.1
SAS High-Performance Risk 3.3
SAS Lineage 3.1

January 2015 (SAS 9.4, Rev. 940_15w04) SAS Anti-Money Laundering 6.3
SAS Customer Due Diligence 6.3
SAS Enterprise Case Management 6.3
SAS Financial Management 5.5
SAS Social Network Analysis Server 6.1
SAS Visual Scenario Designer 6.3

February 2015 (SAS, Rev. 940_15w08) SAS Asset Performance Analytics 6.1
SAS Customer Link Analytics 5.6
SAS Episode Analytics 2.2
SAS Studio 3.3

March 2015 (SAS 9.4, Rev. 940_15w12) SAS Data Remediation 2.2
SAS Digital Marketing 6.4
SAS Marketing Automation 6.4
SAS Marketing Optimization 6.4
SAS MDM 4.2
SAS Real-Time Decision Manager 6.4
SAS Task Manager 2.2
SAS Visual Process Orchestration 2.2
26 Chapter 3 / Reviewing Current and Future Software Updates

Release Date (Revision Number) Products

May 2015 (SAS 9.4, Rev. 940_15w20) SAS Add-In 7.11 for Microsoft Office
SAS Credit Scoring for Banking 5.4
SAS Enterprise Guide 7.11
SAS Event Stream Processing 3.1
SAS Forecast Analyst Workbench 5.2_M2
SAS Fraud Management 4.2
SAS High-Performance Risk 3.4
SAS Inventory Optimization 5.2_M2
SAS IT Resource Management 3.6
SAS Marketing Operations Management 6.4
SAS OpRisk VaR 6.1
SAS Risk Dimensions 6.4
 Current Product Releases 27

Release Date (Revision Number) Products

July 2015 (SAS 9.4, Rev. 940_15w29) SAS/ACCESS software 9.4_M3

SAS Business Rules Manager 3.1
SAS/CONNECT 9.4_M3
SAS Contextual Analysis 14.1
SAS Data Integration Studio 4.901
SAS Data Quality Server 9.4_M3
SAS Decision Manager 3.1
SAS Enterprise Miner 14.1
SAS Environment Manager 2.5
SAS/ETS 14.1
SAS Forecast Server 14.1
SAS/GRAPH 9.4_M3
SAS Grid Manager 9.4_M3
SAS/IML 14.1
SAS In-Database Technologies 9.4_M3
SAS Integration Technologies 9.4_M3
SAS Intelligence Platform 9.4_M3
SAS/IntrNet 9.4_M3
SAS Management Console 9.4_M3
SAS Model Manager 14.1
SAS/OR 14.1
SAS/QC 14.1
SAS/STAT 14.1
SAS Studio 3.4
SAS Text Miner 14.1

August 2015 (SAS 9.4, Rev. 940_15w33) SAS Merchandise Intelligence 5.4
SAS Visual Analytics 7.3
28 Chapter 3 / Reviewing Current and Future Software Updates

Release Date (Revision Number) Products

October 2015 (SAS 9.4, Rev. 940_15w42) SAS Anti-Money Laundering 6.3_M1
SAS Customer Due Diligence 6.3_M1
SAS Enterprise Case Management 6.3_M1
SAS High-Performance Risk 3.5
SAS Risk Dimensions 6.5
SAS Social Network Analysis Server 6.2_M2

November 2015 (SAS 9.4, Rev. 940_15w47) SAS Contextual Analysis 14.1_M1
SAS Event Stream Processing 3.2
SAS Fraud Management 4.2_M1

January 2016 (SAS 9.4, Rev. 940_16w04) DataFlux Authentication Server 4.1
DataFlux Data Management Server 2.7
DataFlux Secure 2.7
SAS Anti-Money Laundering 6.3
SAS Customer Due Diligence 6.3

February 2016 (SAS 9.4, Rev. 940_16w08) SAS Add-In 7.12 for Microsoft Office
SAS Enterprise Guide 7.12
SAS Episode Analytics 3.1
SAS IT Resource Management 3.7
SAS Studio 3.5

March 2016 (SAS 9.4, Rev. 940_16w13) SAS Micro Analytic Services 1.3

April 2016 (SAS 9.4, Rev. 940_16w17) SAS Firmwide Risk for Solvency II 3.2
SAS High-Performance Risk 3.6
SAS Risk Dimensions 6.6

May 2016 (SAS 9.4, Rev. 940_16w22) SAS Forecast Analyst Workbench 5.3
SAS Fraud Management 4.3
SAS Inventory Optimization Workbench 5.3
 Current Product Releases 29

Release Date (Revision Number) Products

June 2016 (SAS 9.4, Rev. 940_16w26) SAS Customer Intelligence 6.5
SAS Customer Link Analytics 6.5
SAS Decision Services 6.5
SAS Digital Marketing 6.5
SAS Marketing Automation 6.5
SAS Marketing Optimization 6.5
SAS Real-Time Decision Manager 6.5
SAS Social Network Analysis Server 6.2_M3

July 2016 (SAS 9.4, Rev. 940_16w30) SAS Anti-Money Laundering 7.1
SAS Model Risk Management 7.1
SAS Risk Management for Banking 3.4

August 2016 (SAS 9.4, Rev. 940_16w33) SAS Event Stream Processing 4.1

Learning More about Each Product Release

The SAS Guide to Software Updates book explains how software updates for SAS 9.4
can affect an existing SAS deployment. Use this documentation in conjunction with the
following SAS websites and documents:
n The “Issues Addressed” website is compiled by SAS Technical Support and lists the
specific problems that were fixed in SAS 9.4. Customers who want to review a
summary of all the issues that were addressed in a SAS product can review this
website.
n What’s New in SAS 9.4 provides a high-level overview of the new features and
enhancements to products that are available in SAS 9.4.
n SAS 9.4 product-specific documents, such as a product’s Help or user’s guide,
provide detailed information about how to use the new features and enhancements.
To access these documents, see the Maintenance Release Announcement for SAS 9.4.
30 Chapter 3 / Reviewing Current and Future Software Updates

Deprecated Functionality in SAS 9.4

n Beginning with SAS 9.4, no third-party web application server is required. Web
application servers (such as Oracle WebLogic, IBM WebSphere, and JBoss) are no
longer supported. Instead, the SAS 9.4 middle-tier software includes SAS Web
Application Server and SAS Web Server for use as an HTTP server.
n SAS Remote Services are not used by SAS 9.4. Although SAS Remote Services are
still available to support custom applications, SAS Remote Services are not started
by default.
n The embedded database is now SAS Web Infrastructure Platform Data Server. SAS
Table Server from SAS 9.2 and SAS Framework Data Server from SAS 9.3 are no
longer supported.
n Beginning with SAS 9.4, these SAS Data Surveyor products are no longer
supported:
o SAS Data Surveyor for Siebel
o SAS Data Surveyor for Salesforce.com
o SAS Data Surveyor for Oracle Applications
o SAS Data Surveyor for Clickstream Data
n SAS/LAB and SAS/INSIGHT are not supported in SAS 9.4.
n Starting with the second maintenance release for SAS 9.4, Teradata is no longer a
supported database for the SAS Web Infrastructure Platform.
 31

4
Updating Operating Environments and
Third-Party Software

Support for Operating Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Additional Support for Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . 31

Support for Operating Environments

To determine the level of support for each operating environment (for example, which
editions of Windows Server 2008 are supported), see Supported Operating Systems.
These pages list any new support for operating environments as well as the operating
environments that are no longer supported.

Additional Support for Third-Party

Software
When you initially installed your third-party software, these products should have met
the minimum requirements that are documented on the Third-Party Software
Requirements for Use with SAS Software and Applications website.
However, third-party vendors sometimes release updates to address defects and
security issues. Before installing SAS 9.4, verify that your site is using the required
32 Chapter 4 / Updating Operating Environments and Third-Party Software

versions of third-party software. SAS 9.4 delivers some software components that are
based on commercially available third-party software. For example, SAS Web
Application Server is based on VMware tc Server, and SAS Web Server is based on
VMware vFabric Web Server. When you apply upgrades and patches, do not upgrade
or patch any software components that are delivered with SAS. SAS maintains this
third-party software, so you are always running the correct version.

For more information, see Chapter 59, “SAS Intelligence Platform,” on page 287.

SAS also delivers the Java 7 JRE software as part of a SAS 9.4 deployment. This
software is the baseline for SAS products that run on SAS 9.4. SAS also delivers
updates for the JRE. These updates can be applied without updating other SAS
software. For more information, see SAS Third-Party Software Requirements - Java 7
Updates and Security Bulletins from SAS.
 33

Part 3
Preparing Your Site for a Software Update

Chapter 5
Assessing the Effect on Products at Your Site . . . . . . . . . . . . . . . . 35

Chapter 6
Using Backups and Restoring Customizations . . . . . . . . . . . . . . . 39

Chapter 7
Undeploying SAS Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
34
 35

5
Assessing the Effect on Products at
Your Site

Review the List of Products at Your Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Review the Product Details and Requirements . . . . . . . . . . . . . . . . . . . . . 38

Review the List of Products at Your Site

Before you apply a software update to your site, review the list of products that will be
updated on a machine. From the SAS Deployment Wizard, generate a list of the product
updates that SAS will apply to the current machine. This list of product updates could
vary for each machine at your site, so it is important that you generate this list on every
machine that runs SAS 9.4.

Note: If no product updates are required for a machine, then you will not see a list of
product updates, and your installation of the product upgrade or maintenance release is
complete on that machine.

To view SAS products that will be updated on a machine:

1 Run the SAS Deployment Wizard from the software depot that contains your SAS
9.4 installation.
Note: In a Windows environment, you must be an administrator to run the SAS
Deployment Wizard, but you do not have to use the same user ID that you used to
36 Chapter 5 / Assessing the Effect on Products at Your Site

install SAS 9.4. In UNIX environments, you must use the same user ID that you
used to install SAS 9.4. For both operating environments, the SDW_yyyy-mm-dd-
hh.mm.ss.log file lists the ID for the current user.

From the highest-level directory in your SAS Software Depot, start the SAS
Deployment Wizard by using the command for your operating environment.
Table 5.1 How to Start the SAS Deployment Wizard

Operating System Start-up Commands for the SAS Deployment Wizard

Windows setup.exe –record

Note: If you are running Windows Vista, Windows 7, or
Windows Server 2008, you might have to right-click on the
setup.exe file and select Run as administrator.

UNIX setup.sh –record

z/OS setup.rexx –record

To use a temporary directory other than /tmp, specify – –
templocation new-temp-dir.

TIP Starting in the second maintenance release for SAS 9.4, a recorded
response file is created automatically, so you do not need to specify the -record
option.

2 In the Review Required Updates step, click Print to print the list of required updates
for the current machine. (Alternatively, you can copy and paste this content into
another document, such as an e-mail.) Review the list of products in the Update
Summary section.

Note: If no product updates are required, then the list of required updates does not
appear, and you can exit the SAS Deployment Wizard.
 Review the List of Products at Your Site 37

3 Because you are not installing any software at this time, click Cancel to exit the SAS
Deployment Wizard.
After reviewing the contents of the list of required updates and assessing the effect
on products at your site, you can install these product updates by restarting the SAS
Deployment Wizard.

Note: When you exit the SAS Deployment Wizard, the list of product updates is not
saved. When you install the software, a Deployment Summary for the installation
(which contains this list of product updates) is saved to the SAS-installation-
directory/InstallMisc/InstallLogs directory.
38 Chapter 5 / Assessing the Effect on Products at Your Site

Review the Product Details and

Requirements
After obtaining the list of products that will be updated, review the product information in
Part 5 “Product Details and Requirements.”

Reviewing these product topics now will enable you to perform the following tasks:
n prepare for any feature changes that will affect your site
n identify any pre-installation or post-configuration steps that need to be performed for
the products that you have installed at your site
n plan for additional time to complete any product-specific steps for each updated
product
If no topic is listed for a product, then no product-specific steps are required for that
product.
 39

6
Using Backups and Restoring
Customizations

Estimating Disk Space Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Understanding the Deployment Backup and Recovery Tool . . . . 40

General Information about Creating and
Removing Backup Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Steps to Complete When Upgrading to SAS 9.4
or SAS 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Steps to Complete When Upgrading to SAS
9.4_M2 or SAS 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Upgrading from 9.4M1 to 9.4M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Effect on Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Customizations to EAR and WAR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Customizations to _usermods Configuration Files . . . . . . . . . . . . . . . . . 45
Record the Value of the Scheduling Services
Cache Locator Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Record Any Additional Customizations at Your Site . . . . . . . . . . . . . . . 46

Estimating Disk Space Requirements

When you apply a SAS maintenance release, these four areas might require additional
disk space:
40 Chapter 6 / Using Backups and Restoring Customizations

n SAS Software Depot

n SAS installation directories
n SAS configuration directories
n space for the deployed SAS web applications

Note: For more information, see “Undeploying the SAS Web Applications” on page
49.
The specific size increase depends on how SAS is deployed at your site.

Some of this increase in disk space is temporary because you can remove some files
after applying a maintenance release. For more information, see “General Information
about Creating and Removing Backup Files” on page 40.

Understanding the Deployment Backup

and Recovery Tool

General Information about Creating and

Removing Backup Files
Before you update an existing SAS deployment, you must stop all SAS servers. As a
best practice, perform a full operating system backup by using operating system
commands or third-party tools.

CAUTION! When restoring backups that were created with operating system
commands or third-party tools, you must preserve the original datetime stamps
on the files.

You should also create a backup of your SAS content. Use the Deployment Backup and
Recovery tool to back up these components:
n the metadata server, including all registered metadata repositories, the repository
manager, and the server’s configuration directory
n the SAS Content Server repository
 Understanding the Deployment Backup and Recovery Tool 41

n the databases that are managed by the SAS Web Infrastructure Platform Data
Server
n additional directories under SAS-configuration-directory/Levn as specified
by the administrator
The Deployment Backup and Recovery tool should be configured on the main machine
for the middle tier. For more information about this tool, see SAS Intelligence Platform:
System Administration Guide.
CAUTION! You cannot combine orders from different SAS releases (for example,
SAS 9.3 and SAS 9.4) in the same software depot. When you initially install SAS 9.4,
you are required to create a new software depot.
If you need more disk space, after the maintenance release has been installed, use the
SAS Update File Cleanup Utility to remove the backups that SAS created in the
SASHome directory. This utility must be run under the user ID that was used to install
SAS. For more information about this utility, see SAS Deployment Wizard and SAS
Deployment Manager 9.4: User’s Guide.

Additional backup folders are created for the web application server. For example, a
backup folder might be in the SAS-configuration-directory/Levn/Web/
WebAppServer directory. This backup folder can be quite large. The entire contents of
the SAS-configuration-directory/Levn/Web/WebAppServer directory are
moved to this backup directory before the software upgrade. A timestamp is appended
to the backup directory (for example, SASServer1_1.2015-06-16-15.57.35). Consult this
folder if you need to reapply any customizations after updating your software. After the
customizations have been reapplied and validated, you can delete these backup
directories.
42 Chapter 6 / Using Backups and Restoring Customizations

Steps to Complete When Upgrading to SAS

9.4 or SAS 9.4_M1
If the Deployment Backup and Recovery tool is configured on multiple machines in your
SAS 9.4 deployment, complete these steps to upgrade your SAS software to SAS 9.4 or
the first maintenance release for SAS 9.4:

1 Unconfigure the Deployment Backup and Recovery tool on the main machine for the
middle tier.

2 In SAS Management Console, open the Configuration Manager. In the SAS

Application Infrastructure section, verify that the SAS Deployment Backup and
Recovery tool is not listed.

3 Configure the Deployment Backup and Recovery tool only on the main machine for
the middle tier.

4 Follow the instructions for upgrading your software. For more information, see
“Install and Configure a Software Update” on page 69.

On the other machines where the Deployment Backup and Recovery tool is deployed,
complete these steps:

1 To disable the software update:

a Follow the instructions for upgrading your software. For more information, see
“Install and Configure a Software Update” on page 69. Complete the install
directory update.

b In the SASHome-directory/SASDeploymentManager/9.4/
product_data/svrbakupevm__94110_cd388__prt__ xx__sp0__1/
configure/svrbakupevm_default.properties files, change all of the
configuration script targets to false. (Setting these targets to false ensures
that none of these targets are run on this machine.)

c To clean the environment, delete these files:

 Understanding the Deployment Backup and Recovery Tool 43

n the WAR files in the configuration directory for the SAS server. For example,
delete SAS-configuration-directory/Levn/Web/WebAppServer/
SASServer_n/sas_webapps/sas.svcs.admin.backup.war.
n SAS-configuration-directory/Levn/Web/WebAppServer/
SASServer_n/conf/Catalina/localhost/
SASDeploymentBackup.xml.
n SAS-configuration-directory/Levn/Web/WebAppServer/
SASServer_n/sas_webapps/sas.svcs.admin.backup.war.

2 After you update your software on all hosts, open the sas.conf file. Verify that the
URL in the ProxyPass entry for SASDeploymentBackup contains the host name
of the main machine for the middle tier.

Steps to Complete When Upgrading to SAS

9.4_M2 or SAS 9.4_M3
If you are applying the second or third maintenance release for SAS 9.4, the
configuration script automatically configures the Deployment Backup and Recovery tool.

After you update your software, complete these steps:

1 Verify that the URL in the ProxyPass entry for SASDeploymentBackup contains
the host name of the main machine for the middle tier.

2 Restart the SAS Web Server.

Upgrading from 9.4M1 to 9.4M3

If you are upgrading from 9.4M1 to 9.4M3, the $levconfig/Web/
SASEnvironmentManager/agent-5.0.0-EE folder that was created for the first
maintenance release of SAS 9.4 Environment Manager is renamed $levconfig/Web/
SASEnvironmentManager/agent-backup_yyyy-mm-dd-h-mm-ss. The agent-
44 Chapter 6 / Using Backups and Restoring Customizations

backup_yyyy-mm-dd-h-mm-ss file is large, so you might choose to move this backup

folder to another machine or a different network drive.
You might have manually changed the content in the agent-5.0.0-EE folder. During
the upgrade to the third maintenance release, a new folder is created:
$levconfig/Web/SASEnvironmentManager/agent-5.8.0-EE. The new
agent-5.8.0-EE folder does not automatically include those changes. After your
software update, review the contents of the agent-backup_yyyy-mm-dd-h-mm-ss
file to re-create any manual customizations. If you did not manually change the contents
in the agent-5.0.0-EE folder or if you have already made any necessary changes in
the agent-5.8.0-EE folder, you can delete the backup folder.

Effect on Customizations

Customizations to EAR and WAR Files

If you did not manually configure your SAS Web Application Servers, SAS rebuilds the
enterprise archive (EAR) files and redeploys the web applications archive (WAR) files
for all web applications at your site. (Examples of web applications include SAS Web
Report Studio and the SAS Information Delivery Portal.)

Therefore, customizations that you made to the applications after initial deployment can
be lost if you do not make a copy of the changed files. Here are some common
customizations:
n configuring web authentication
n configuring a custom HTTP time-out value
n creating custom content such as a portlet for the SAS Information Delivery Portal
n creating custom themes
 Effect on Customizations 45

Customizations to _usermods Configuration

Files
SAS provides configuration files for the SAS Metadata Server, SAS Application Servers,
and SAS/SHARE Servers. You can use these files to create site-specific customizations
to the server’s start-up options and the autoexec.sas file. Any configuration file that you
can modify contains _usermods in its name. Any modifications to these files are kept
when you apply a maintenance release or upgrade to a new product.
For more information, see “Reference: Configuration Files for SAS Servers” in SAS
Intelligence Platform: System Administration Guide.

Record the Value of the Scheduling Services

Cache Locator Port
If you originally migrated from SAS 9.3 to SAS 9.4, you might be prompted for the
Scheduling Services Cache Locator port when you apply your software update. The
SAS Deployment Wizard displays the default value, even if you configured a different
value for the port. If you see this prompt, you need to specify the same value that was
used in the initial SAS 9.4 deployment.

Before updating your software, record the current port value. In UNIX and Windows
environments, this port value is in the SAS-configuration-directory/Levn/Web/
gemfire/instances directory. For example, if the port number is 41448, you should
see this directory: SAS-configuration-directory/Levn/Web/gemfire/
instances/Ins_41448.

You can also find this port value in these ways:

n In UNIX environments, see the value of the LOCATOR_PORT= option in the SAS-
configuration-directory/Levn/Web/gemfire/instances/gemfire-
locator.sh script.
n In Windows environments, see the value of the set.INSTANCE_PORT= option in the
SAS-configuration-directory\Levn\Web\gemfire\instances
\wrapper.conf file.
46 Chapter 6 / Using Backups and Restoring Customizations

Record Any Additional Customizations at

Your Site
After your initial installation of SAS, you might make additional customizations (such as
modify port numbers or add web servers) at your site. Before you upgrade to a new
product release or apply a maintenance release, note any customizations that you
made, so you can restore these customizations after your software update. For some
web applications, customizations can be found in the Levconfig\Web\Application
\application-name\customer directory. For more information, see “Using
Configuration Manager ” in SAS Intelligence Platform: Middle-Tier Administration Guide.
 47

7
Undeploying SAS Web Applications

About the SAS Web Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

About Undeploying the SAS Web Applications . . . . . . . . . . . . . . . . . . . . 48

Effect on Any Modifications to Your Web Server Files . . . . . . . . . . . 48

Revert Any Manual TLS Configuration Changes . . . . . . . . . . . . . . . . . . . 49

Undeploying the SAS Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Determining the Amount of Disk Space Needed . . . . . . . . . . . . . . . . . . . 49
Undeploying All Applications for a Managed Server . . . . . . . . . . . . . . . 50
Undeploy a Single Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

About the SAS Web Application Server

The middle tier of the SAS 9.4 Intelligence Platform includes a SAS Web Application
Server and a SAS Web Server for use as an HTTP server. Both of these components
can be installed and configured automatically with the SAS Deployment Wizard when
you install the middle tier. The middle tier of the Intelligence Platform software is
supported on all 9.4 platforms except for z/OS.

For more installation and configuration information, see SAS 9.4 Support for Web
Application Servers and HTTP Servers.
48 Chapter 7 / Undeploying SAS Web Applications

About Undeploying the SAS Web

Applications
Note: Starting with the January 2014 release (SAS 9.4, TS1M1, Rev. 940_14w04),
SAS includes a web application server. As a result, if your order is from January 2014 or
later, undeploying the SAS web applications before updating your software is optional.
To determine the revision number for your order, see your Software Order Email or your
SAS Order Information. For more information, see Chapter 8, “Reviewing Your Software
Order,” on page 53.

When you update the software at your site, SAS automatically performs these tasks:
n rebuilds all SAS web applications
n redeploys all SAS web applications
n restarts your web application servers

Before updating your software, you might want to undeploy the SAS web applications if
the update includes a new or renamed web application and the existing web application
is no longer supported. If you undeploy the SAS web applications, you need to do so
only on the tier where the software is being updated. If the SAS Deployment Wizard
does not go into Update mode, then no software updates are required, and you do not
need to undeploy your SAS web applications on that tier.

Effect on Any Modifications to Your Web

Server Files
When SAS rebuilds and redeploys the SAS web applications on your web server, any
modifications that you specified for your web server (such as a reverse proxy setup)
might be overwritten. After updating the SAS software at your site, review the files for
your web server to determine whether you need to restore these modifications.
 Undeploying the SAS Web Applications 49

Revert Any Manual TLS Configuration

Changes
Any manual changes to the TLS configuration must be reverted to the original non-TLS
values before applying a maintenance release or upgrading any software. These
manual changes to the TLS configuration can be reapplied to the upgraded system.

For more information, see these topics in the SAS Intelligence Platform: Middle-Tier
Administration Guide
n “Reverting Manual HTTPS Changes to SAS Web Server” in SAS Intelligence
Platform: Middle-Tier Administration Guide
n “Reverting Manual HTTPS Changes to SAS Web Server” in SAS Intelligence
Platform: Middle-Tier Administration Guide

Undeploying the SAS Web Applications

Determining the Amount of Disk Space

Needed
CAUTION! Updating the middle tier can consume a lot of disk space.

When you undeploy your SAS web applications, a backup directory is created for each
instance of the SAS Web Application Server. Your existing WAR files are saved in this
backup directory.

When you upgrade your software and the SAS web applications are redeployed, a new
set of WAR files is delivered. Before updating the middle tier, verify that you have
enough disk space for the backups and the new WAR files. A good estimate is
approximately double the current disk space for your existing SAS web applications.
50 Chapter 7 / Undeploying SAS Web Applications

After your users successfully log on to the web applications and verify that everything is
working properly, you can delete these backup files.

Undeploying All Applications for a Managed

Server
To undeploy all applications for a managed server, use the script for your operating
environment:
n Windows: SAS-configuration-directory\Levn\Web\Scripts\AppServer
\appsrvconfig.cmd undeploy application all server SASServern
n UNIX and Linux: SAS-configuration-directory/Levn/Web/Scripts/
AppServer/appsrvconfig.sh undeploy application all server
SASServern

Undeploy a Single Application

To undeploy a single application, use the script for your operating environment:
n Windows: SAS-configuration-directory\Levn\Web\Scripts\AppServer
\appsrvconfig.cmd undeploy application application—name server
SASServern
n UNIX and Linux: SAS-configuration-directory/Levn/Web/Scripts/
AppServer/appsrvconfig.sh undeploy application application—
name server SASServern
To determine the value for application-name, see the application.nn.name property
in the SAS-configuration-directory/Levn/Web/Scripts/AppServer/
props/appserver.properties file.
 51

Part 4
Installing Your Software Order

Chapter 8
Reviewing Your Software Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Chapter 9
Understanding the SAS Software Depot . . . . . . . . . . . . . . . . . . . . . . . . 57

Chapter 10
Understanding the SAS Installation Files . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 11
Installing SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
52
 53

8
Reviewing Your Software Order

What Is in My Order? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Software Order Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

SAS Order Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

What Is in My Order?
When determining what products will be updated at your site, it is often useful to review
the list of products in your software order. SAS provides two resources that you can use
to determine what is in your order and when your order was placed.
n Software Order Email (SOE)
n SAS Order Information (SOI)

Software Order Email

The Software Order Email (SOE) is sent to you after you request a software update.
Here is an example of the information that you might see in the SOE if you requested
SAS 9.4:
54 Chapter 8 / Reviewing Your Software Order

In the SOE, review the following information:

n the Deployment Type field.
o If Basic is the deployment type, then you are installing only SAS Foundation at
your site. Some of the products that are included with SAS Foundation are Base
SAS, SAS/ACCESS software, and SAS/GRAPH. For more information about
SAS Foundation, see “Understanding SAS Foundation” on page 86.
o If Planned (Deployment plan needed) is the deployment type, then a
deployment plan is needed when you initially install SAS or when you are adding
a product that requires configuration to your SAS deployment. For more
information, see “About Deployment Plans” in SAS Intelligence Platform:
Installation and Configuration Guide.
n the Internal Reference field to confirm that your order is for SAS 9.4.
To determine when your order was placed, use the revision number in the Internal
Reference field. In this example, the revision number is Rev. 940_15w33, which
means that the software order is from the 33rd week of 2015.
n the list of products ordered to determine whether any new products are included in
your order. Any new products that you are licensing are indicated by an asterisk.
 SAS Order Information 55

SAS Order Information

After you download your order to an existing SAS Software Depot, you can use the SAS
Order Information (SOI) file to determine the contents in your order and when the order
was placed. The location of the SOI is in your SAS Software Depot. On Windows, this
path is install_doc\order-number\soi.html. On UNIX and z/OS, this path is
install_doc/order-number/soi.html.

Here is an example of the information that you might see in the SAS Order Information
file.

In the SOI, review the following information:

n the Deployment Type field.
o If Basic is the deployment type, then you are installing only SAS Foundation at
your site. Some of the products that are included with SAS Foundation are Base
56 Chapter 8 / Reviewing Your Software Order

SAS, SAS/ACCESS software, and SAS/GRAPH. For more information about

SAS Foundation, see “Understanding SAS Foundation” on page 86.
o If Planned (Deployment plan needed) is the deployment type, then a
deployment plan is needed when you initially install SAS or when you are adding
a product that requires configuration to your SAS deployment. For more
information, see “About Deployment Plans” in SAS Intelligence Platform:
Installation and Configuration Guide.
n the Internal Reference field to confirm that your order is for SAS 9.4.
To determine when your order was placed, use the revision number in the Internal
Reference field. In this example, the revision number is Rev. 940_15w33, which
means that the software order is from the 33rd week of 2015.
n the list of products ordered to determine whether any new products are included in
your order. Any new products that you are licensing are indicated by an asterisk.
 57

9
Understanding the SAS Software
Depot

What Is the SAS Software Depot? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Comparing Your Plan File to the Contents of Your Depot . . . . . . . . 58

What Is the SAS Software Depot?

The SAS Software Depot is a directory that consists of a collection of SAS installation
files that represent one or more orders. The depot contains the SAS Deployment
Wizard executable, one or more deployment plans (if you have a planned deployment),
a SAS installation data file, order data, and product data. Before you can install SAS,
you must have a software depot. During a SAS software download, the SAS Download
Manager downloads your order, verifies it, and automatically creates the SAS Software
Depot.

Note: When you install SAS 9.4, you are required to create a new software depot. You
cannot combine SAS 9.3 and SAS 9.4 orders in the same software depot. However, all
maintenance releases and software upgrades in the SAS 9.4 lifecycle can be added to
an existing SAS 9.4 Software Depot.

For more information about the SAS Software Depot, see these resources:
n “Creating SAS Software Depots” in SAS Intelligence Platform: Installation and
Configuration Guide
58 Chapter 9 / Understanding the SAS Software Depot

n SAS Installation Note 39379: Documentation and Frequently Asked Questions for
the SAS Software Depot
n SAS Note 38236: Validating SAS Software Depots on Windows Using the SAS
Software Depot Checker

Comparing Your Plan File to the

Contents of Your Depot
When you initially install SAS 9.4 or when you add a product to an existing SAS 9.4
deployment, the SAS Deployment Wizard uses a plan file to install and configure your
SAS products. You can use a standard deployment file that is provided by SAS. The
benefit of downloading a standard deployment file from SAS is all the extra files that you
receive (such as a pre-installation checklist) in addition to the plan.xml file. Standard
deployment plans are available from 9.4 Standard Deployment Plans.
Note: If you need to create a custom deployment plan, contact your SAS account
representative or professional services representative. For more information, see SAS
Note 44320: Using deployment plans during a SAS installation.

To see what products will be installed and configured, review the plan.xml file before
you start the SAS Deployment Wizard. To view a diagram of your customized
deployment plan, see details_diagram.html (optimized for Firefox) or
details_diagram_for_ie7.mht (optimized for Internet Explorer) files that came with your
custom plan file.

In the SAS Deployment Wizard, compare the contents of your plan file with the items in
your SAS Software Depot. In the Specify Deployment Plan step, you can see the
structure of the selected plan file. Items that are in bold, black font are either not in your
order or are not supported on this platform. If software is missing from your order,
contact your SAS account representative.
 Comparing Your Plan File to the Contents of Your Depot 59

TIP Standard deployment plans are available in your SAS Software Depot and 9.4
Standard Deployment Plans. If you need to create a custom deployment plan, copy
your plan.xml file to the plan_files directory in your SAS Software Depot. By
default, the plan files in this directory are displayed in the Specify the full path to a
customized deployment plan field.

After you complete your installation, a copy of the plan file that you used is saved in the
SAS-configuration-directory/Levn/Utilities directory. An example of this
directory path on Windows is C:\SAS\Config\Lev1\Utilities
\plan.date_time.xml.
60 Chapter 9 / Understanding the SAS Software Depot
 61

10
Understanding the SAS Installation
Files

What Are the Instruction.html Files and the

Deployment Summary? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Instructions.html and UpdateInstructions.html Files . . . . . . . . . . . . . 62

The Deployment Summary for the Installation . . . . . . . . . . . . . . . . . . . . . 63

How to Locate the Deployment Summary for the Installation . . . . 63
About Each Section in the Deployment Summary . . . . . . . . . . . . . . . . . 63

What Are the Instruction.html Files and

the Deployment Summary?
When you apply a software update, SAS automatically creates several files that you can
use to determine what products where updated, verify that the update was successful,
and troubleshoot any errors.
n Instructions.html and UpdateInstructions.html
n Deployment Summary for the installation
62 Chapter 10 / Understanding the SAS Installation Files

Instructions.html and
UpdateInstructions.html Files
After you install SAS for the first time, configure a new product, or reconfigure an
existing product, you must complete the manual steps in the Instructions.html file to
complete your deployment. The latest version of the Instructions.html file is available
from a link in the last step of the SAS Deployment Wizard and in the SAS-
configuration-directory/Levn/Documents/ directory. When you open the
Instructions.html file, you see a document titled “Configuration Guidelines and Details
for your-machine-name.” This document contains the validation steps for the last
deployment that you performed. Previous versions of the Instructions.html file are
available from the SAS-configuration-directory/Levn/Documents/Backup
directory. You might need to refer to a previous Instructions.html file to re-validate your
deployment.
After you install a maintenance release or upgrade to a new product release, you could
see an UpdateInstructions.html file, which contains the configuration steps that you
must manually complete. The UpdateInstructions.html file could contain a subset of
steps from the original Instructions.html file, or it could contain new steps that you must
complete because you are applying a maintenance release or upgrading to a new
product. The latest version of the UpdateInstructions.html file is available from the SAS-
configuration-directory/Levn/Documents directory. Previous versions of the
UpdateInstructions.html file are available from the SAS-configuration-
directory/InstallMisc/InstallLogs directory.

Note: If you need to re-validate your deployment after a software update, use the
Instructions.html file from your initial deployment.
 The Deployment Summary for the Installation 63

The Deployment Summary for the

Installation

How to Locate the Deployment Summary for

the Installation
A Deployment Summary for the installation process is saved in the SAS-
installation-directory/InstallMisc/InstallLogs directory. If you exit the
SAS Deployment Wizard without installing any updates, then the Deployment Summary
is not saved to this directory.

Note: A Deployment Summary for each previous installation is saved in the home
directory of the user ID that was used to install SAS. The Deployment Summary for the
latest installation of the maintenance release is always available from SAS-
installation-directory/InstallMisc/InstallLogs.

About Each Section in the Deployment

Summary
Update Summary
The Update Summary lists the products that were updated. Only products that were
previously installed on your machine are updated during a maintenance release or
when you upgrade to a new product release.

The updates are divided into two categories.

n The Products to Install category lists any new products that you installed or any
products that you upgraded to a new release.
n The Products to Upgrade category lists the products that were updated when you
applied a software upgrade, such as a SAS maintenance release or a product-
specific maintenance release.
64 Chapter 10 / Understanding the SAS Installation Files

For each product in the Update Summary, there are two columns of release numbers:
n The Installed column lists the product release number that was on your machine
before you applied the maintenance release or product upgrade.
n The Updated column lists the product release number that is on your machine after
you applied the maintenance release or product upgrade.

For each product in the Deployment Summary, review the information in “Product
Details and Requirements” to determine the post-configuration steps that are necessary
for your site. If you do not complete these post-configuration steps, you might
experience unexpected behavior or errors that will affect the use of your SAS software.

Installation Section
The Installation section lists whether each product update installed successfully. In the
following example, all products installed successfully, so you can complete any post-
configuration steps for these products.

However, if a product installation failed or completed with errors (such as the SAS Add-
In for Microsoft Office in the following example), review the audit files for that product.
 The Deployment Summary for the Installation 65

Note: The installation of the SAS Add-In for Microsoft Office might fail if Microsoft Office
is not on the machine or if a Microsoft Office product is open.
66 Chapter 10 / Understanding the SAS Installation Files
 67

11
Installing SAS 9.4

About the Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Create Restore Points for Multiple Machine Deployments . . . . . . . 68

Install and Configure a Software Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Updating Your SAS License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Installing a Hot Fix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

About the Installation Process

You install software updates by using the SAS Deployment Wizard. If any product
updates are required, then the SAS Deployment Wizard goes into Update mode and
installs those product updates on that machine. Updates that are installed apply only to
the software that is already installed at your site. No new software is installed during this
process. If you have a planned deployment and your SAS Home directory contains one
or more configuration directories, then after installation and deployment is complete, the
SAS Deployment Manager opens so that you can configure your environment.
If a machine does not require any product upgrades, then the SAS Deployment Wizard
does not go into Update mode, and the installation of the software update is complete
for that machine. Simply click Cancel to exit the SAS Deployment Wizard.
68 Chapter 11 / Installing SAS 9.4

If you are installing SAS 9.4 for the first time, see these resources to determine the
steps for installing and configuring SAS 9.4 at your site:
n QuickStart Guides at http://support.sas.com/documentation/installcenter/94
n SAS Intelligence Platform: Installation and Configuration Guide

For migration information, see SAS Intelligence Platform: Migration Guide.

For specific product documentation, see http://support.sas.com/documentation.

Create Restore Points for Multiple

Machine Deployments
Many SAS deployments include several (real or virtual) machines. Each machine is
running one or more tiers of the SAS infrastructure. Each SAS tier is updated
separately. In addition to backing up your full deployment before starting the update
process, SAS recommends that you create backups at key points during the upgrade
process.

1 After you update the SAS Metadata Server tier:

Use the Metadata Server backup functionality in SAS Management Console to

create this backup. Name this backup Successful Metadata Server Tier
UIP.

2 After you update the compute tier:

a Again, use the Metadata Server backup functionality in SAS Management

Console. Name this backup Successful Compute Tier UIP.

b Use the pg_dumpall command to create a backup of the WIP Data Server.
Here is an example of the pg_dumpall command:
pg_dumpall -c -h localhost -U dbmsowner -p 9432 -f location/db.out

n In Windows environments, here is an example of how you would use the

pg_dumpall command:
 Install and Configure a Software Update 69

C:\SAS-installation-directory\SASWebInfrastructurePlatformDataServer\
9.4\bin\pg_dumpall —c —h localhost -U dbmsowner -p 9432
-f location\db.out

n In UNIX environments, here is how you would use the pg_dumpall

command:
export POSTGRES HOME=SASHOME/SASWebInfrastructurePlaformDataServer/9.4
export PATH=${POSTGRES_HOME}/bin:$PATH
export LD_LIBRARY_PATH=${POSTGRES_HOME}/lib:$LD_LIBRARY_PATH
export LIBPATH=${POSTGRES_HOME}/lib:$LIBPATH
pg_dumpall -c -h localhost -U dbmsowner -p 9432 -f ~/wipdp.out

For more information about backups, see SAS Intelligence Platform: System
Administration Guide.

Install and Configure a Software Update

To install a software update for SAS 9.4:

1 Stop all LASR Analytic Servers by using the SAS Visual Analytics Administrator. For
more information, see SAS Visual Analytics: Administration Guide

2 Terminate all active SAS sessions, daemons, spawners, and servers, except for the
SAS Deployment Agent running on each of your servers. It is important to stop the
SAS servers in the inverse order that they were started. For more information, see
“Overview of Server Operation” in SAS Intelligence Platform: System Administration
Guide.

Note: In AIX operating environments, after you stop all the servers and processes,
you must clear the AIX file cache to avoid any locked files when you apply the
maintenance release. To clear this cache, run the /usr/sbin/slibclean
command by using the root user ID.

3 Verify that all machines where you are installing the software update are installed
with SAS 9.4 software.
70 Chapter 11 / Installing SAS 9.4

Note: In a Windows environment, you must be an administrator to run the SAS

Deployment Wizard, You do not have to use the same user ID that you used to
install SAS 9.4. In UNIX environments, you must use the same user ID that you
used to install SAS 9.4. If you are deploying SAS on a multiple-machine, distributed
system, you must install software on your computer in a particular order. For more
information, see “Installation Order Rules for Multiple Machine Deployments” in SAS
Intelligence Platform: Installation and Configuration Guide.

4 For each machine in your deployment, start the SAS Deployment Wizard from the
highest-level directory in your SAS Software Depot. You can start the SAS
Deployment Wizard in the following ways:
Table 11.1 How to Start the SAS Deployment Wizard

Operating
System How to Start the SAS Deployment Wizard

Windows Double-click setup.exe in the highest-level directory in your SAS

Software Depot.
Note: If you are running Windows Vista, Windows 7, or Windows Server
2008, you might have to right-click the setup.exe file and select Run as
administrator.

UNIX Execute setup.sh from the highest-level directory in your SAS Software
Depot.

z/OS For basic deployments, type setup.rexx to run the SAS Deployment
Wizard.
For planned deployments:
n The first invocation of the SAS Deployment Wizard is to install the
metadata server as a 64-bit application: setup.rexx –z64
n The second invocation of the SAS Deployment Wizard is to install the
remainder of your SAS 9.4 order as a 31-bit application: setup.rexx
To use a temporary directory other than /tmp, specify –templocation
new-temp-dir.
Note: If you install SAS using the -nojobsubmit option, the process
for applying a software update differs from the process that is described in
this document. For more information, see Documentation for a SAS 9.4
installation in z/OS operating environment at support.sas.com.
 Install and Configure a Software Update 71

5 Select your order and the location of the SASHome directory. The SAS Deployment
Wizard goes into Update mode and installs any product updates on that machine.
Note: If a machine does not require any product updates, the SAS Deployment
Wizard does not go into Update mode and the installation of the maintenance
release on that machine is complete. Click Cancel to exit the SAS Deployment
Wizard.

6 After the deployment is complete, click Next in the SAS Deployment Wizard.

Note: If you have a basic deployment, your software update is complete, and you
can ignore the remaining steps. If you have a planned deployment, continue with
step 6.

7 Add or verify your CA or site-signed certificates. The process for adding certificates
depends on the maintenance release of SAS 9.4. SAS recommends upgrading to
the latest release of SAS 9.4 as soon as possible.
n Starting in the third maintenance release for SAS 9.4, a default CA certificate
bundle is shipped with SAS. You add additional certificates by using the SAS
Deployment Manager. For more information, see “Working with CA Certificates
for TLS and HTTPS Security” on page 101.
72 Chapter 11 / Installing SAS 9.4

n If you are upgrading to the first or second maintenance release for SAS 9.4, you
must re-import your site certificate into the SAS private JRE default truststore
(the cacerts file).
Importing a certificate into a keystore is accomplished with the Java keytool —
importcert command. The location of the cacerts file in the SAS private JRE
is SAS-installation-directory/SASHome/
SASPrivateJavaRuntimeEnvironment/9.4/jre/lib/security.
For example, on Windows, the command that you run is similar to this:
cd C:\Program Files\SASHome\SASPrivateJavaRuntimeEnvironment\9.4\jre\
lib\security ..\..\bin\keytool -importcert -keystore cacerts -file mycert.crt

TIP The default password for cacerts is changeit. This password is

documented on the Oracle website.

For more information, see the Java documentation at http://docs.oracle.com/

javase/6/docs/technotes/tools/solaris/keytool.html.

8 In the Select Configuration Directory/Level step of the SAS Deployment Wizard,

select the configuration directories that you want to update, and then click Start. The
SAS Deployment Manager opens to guide you through the configuration steps.
 Install and Configure a Software Update 73

Note: If you click Cancel, you have installed but not configured the software
updates. You must configure the updated SAS products before you can run them. To
complete these configuration steps at a later time, see “Configure SAS Products” in
SAS Intelligence Platform: Installation and Configuration Guide.

9 If necessary, restart the SAS Metadata Server. In Windows and UNIX environments,
the SAS Metadata Server restarts automatically.
n In Windows environments, the following message appears in the SAS
Deployment Manager if the SAS Metadata Server is not running: A SAS
Metadata Server is not currently running on the Port.
To continue the configuration steps, restart the SAS Metadata Server manually.
For more information, see “Using SAS Management Console to Operate SAS
Servers” in SAS Intelligence Platform: System Administration Guide.
n To restart the SAS Metadata Server manually in UNIX environments:

1 At a UNIX prompt, navigate to the directory where the SAS Metadata Server
is configured.

2 Type ./MetadataServer.sh start.

10 In the Specify Connection Information panel of the SAS Deployment Manager, enter
the user ID and password of an unrestricted administrative user (for example,
sasadm@saspw).

11 Use the SAS Deployment Manager to update the configuration of your environment.
The panels that appear depend on your deployment. You must complete each panel.
When prompted for passwords for database IDs, you must use the same passwords
that you used to install SAS 9.4.

Note: In the SAS Web Infrastructure Database JDBC Properties panel, the SAS
Deployment Manager prompts you for the password for the JDBC connection for the
Web Infrastructure Platform. You must specify the password for the JDBC
connection. For more information about how alternative databases are configured,
see “Configuring an Alternative Database for SAS Web Infrastructure Platform
Services” at http://support.sas.com/resources/thirdpartysupport/v94/appservers/
SharedServicesAlternativeDatabase.pdf.
74 Chapter 11 / Installing SAS 9.4

When you update your configuration, SAS automatically starts your SAS servers,
configures your web application servers, and rebuilds and redeploys your SAS web
applications.
When the configuration is complete, the Deployment Summary opens. You need this
information later to determine whether there are additional post-configuration steps
for any of your products.

Note: The Deployment Summary for the installation is automatically saved. If the
Deployment Summary does not open automatically or if you need it later, you can
open it from your SAS installation directory. For more information, see “The
Deployment Summary for the Installation” on page 63.

12 Complete any necessary configuration steps for your web application server.

In the Validate SAS Web Server and SAS Web Application Server Configuration
step, click Next to determine whether the SSL encryption was configured manually.
If you have manually configuration changes, an error message appears.
Any manual changes to the TLS configuration must be reverted to the original non-
TLS values before applying a maintenance release or upgrading any software.
These manual changes to the TLS configuration can be reapplied to the upgraded
system.
For more information, see these topics in the SAS Intelligence Platform: Middle-Tier
Administration Guide
n “Reverting Manual HTTPS Changes to SAS Web Server” in SAS Intelligence
Platform: Middle-Tier Administration Guide
n “Reverting Manual HTTPS Changes to SAS Web Application Server” in SAS
Intelligence Platform: Middle-Tier Administration Guide

13 Review the list of products in the Update Summary section of the Deployment
Summary. For each product that was updated, determine whether there are
additional configuration steps to complete.

14 After the upgrade is complete:

n Restart any managed servers.

 Adding a New Product 75

n Clear the cache in your web browser.

.

15 To validate the changes to your web application servers and SAS web applications,
review the validation sections in your Instructions.html file.

Updating Your SAS License

After you upgrade to a new release, you might receive an email stating that your SAS
license has expired. In some circumstances, an updated SAS installation data file (SID)
is not included with a maintenance release or product upgrades. As a result, the SAS
Deployment Wizard does not prompt you for this SID during the upgrade.

To update your SAS license, complete the steps for your operating environment:
n Software License Renewal Instructions—SAS 9.4 for Microsoft Windows for x64
Planned Deployment
n Software License Renewal Instructions—SAS 9.4 for UNIX Environments Planned
Deployment

Adding a New Product

Your software order might include products that you are adding to your current
deployment. Before you install any new products, you must apply any software updates.
If any updates are detected, the SAS Deployment Wizard automatically goes into
Update mode the first time that you start the wizard. After you apply these updates, you
must restart the SAS Deployment Wizard to install any new products on each tier. In the
SAS Deployment Wizard (which you will use to install the new products), verify that the
SAS installation data file (SID file) you select is for the order that contains the new
products. You might need to click Browse to select the correct SID file. Then you will
76 Chapter 11 / Installing SAS 9.4

need to configure each tier. For more information, see “Adding SAS Products” in SAS
Intelligence Platform: Installation and Configuration Guide.

If you are adding a SAS solution to an existing SAS 9.4 deployment (or if you need to
renew your software license for a SAS solution), use the SAS Deployment Manager to
update the SID file in the metadata. Verify that the SID file you select is for the order
that contains the new products. You might need to click Browse to select the correct
SID file. For more information, see the “Software License Renewal Instructions” for your
operating environment.
n Software License Renewal Instructions—SAS 9.4 for Microsoft Windows for x64
Planned Deployment
n Software License Renewal Instructions—SAS 9.4 for UNIX Environments Planned
Deployment

Installing a Hot Fix

Hot fixes that were released before the current maintenance release are automatically
installed when you run the SAS Deployment Wizard. Additional hot fixes might be
available for your products. If so, now is a good time to install these hot fixes. To
determine whether there are additional hot fixes for your products, see http://
ftp.sas.com/techsup/download/hotfix/hotfix.html.

The SAS Download Manager automatically downloads the necessary SAS hot fixes
required by the SAS products in your order. However, these hot fixes are not
automatically applied by the SAS Deployment Wizard during the update of your existing
SAS environment.

Note: You can force the SAS Download Manager to skip downloading hot fixes when
downloading and creating your SAS Software Depot.
 77

Part 5
Product Details and Requirements

Chapter 12
Introduction to Product Details and Requirements . . . . . . . . . . . 85

Chapter 13
Base SAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Chapter 14
SAS/ACCESS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 15
SAS Add-In for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Chapter 16
SAS Anti-Money Laundering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
78

Chapter 17
SAS Asset Performance Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 18
SAS BI Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Chapter 19
SAS BI Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Chapter 20
SAS Business Data Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Chapter 21
SAS Business Rules Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Chapter 22
SAS/CONNECT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Chapter 23
SAS Contextual Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Chapter 24
SAS Credit Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Chapter 25
SAS Customer Due Diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Chapter 26
SAS Customer Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Chapter 27
SAS Customer Link Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Chapter 28
SAS and DataFlux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Chapter 29
SAS Data Integration Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
 79

Chapter 30
SAS Data Quality Accelerator for Teradata . . . . . . . . . . . . . . . . . . . 173

Chapter 31
SAS Data Quality Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Chapter 32
SAS Data Remediation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Chapter 33
SAS Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Chapter 34
SAS Decision Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Chapter 35
SAS Digital Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Chapter 36
SAS Document Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Chapter 37
SAS Enterprise Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Chapter 38
SAS Enterprise GRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Chapter 39
SAS Enterprise Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

Chapter 40
SAS Enterprise Miner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Chapter 41
SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Chapter 42
SAS Episode Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
80

Chapter 43
SAS/ETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Chapter 44
SAS Event Stream Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Chapter 45
SAS Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Chapter 46
SAS Firmwide Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Chapter 47
SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Chapter 48
SAS Forecast Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Chapter 49
SAS Fraud Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Chapter 50
SAS/GRAPH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Chapter 51
SAS Grid Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Chapter 52
SAS High-Performance Analytics Infrastructure . . . . . . . . . . . . 251

Chapter 53
SAS High-Performance Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Chapter 54
SAS/IML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Chapter 55
SAS Information Delivery Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
 81

Chapter 56
SAS In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Chapter 57
SAS Information Map Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Chapter 58
SAS Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Chapter 59
SAS Intelligence Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Chapter 60
SAS/IntrNet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Chapter 61
SAS Inventory Optimization Workbench . . . . . . . . . . . . . . . . . . . . . . 307

Chapter 62
SAS IT Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Chapter 63
SAS Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Chapter 64
SAS Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Chapter 65
SAS Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Chapter 66
SAS Marketing Operations Management . . . . . . . . . . . . . . . . . . . . . . 325

Chapter 67
SAS Marketing Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Chapter 68
SAS MDM (Master Data Management) . . . . . . . . . . . . . . . . . . . . . . . . . 331
82

Chapter 69
SAS Merchandise Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333

Chapter 70
SAS Micro Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Chapter 71
SAS Model Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Chapter 72
SAS Model Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Chapter 73
SAS OLAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Chapter 74
SAS OpRisk VaR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Chapter 75
SAS/OR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Chapter 76
SAS/QC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Chapter 77
SAS Real-Time Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Chapter 78
SAS Risk Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Chapter 79
SAS Risk Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Chapter 80
SAS/SECURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Chapter 81
SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
 83

Chapter 82
SAS/STAT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

Chapter 83
SAS Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

Chapter 84
SAS Task Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

Chapter 85
SAS Text Miner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

Chapter 86
SAS Visual Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Chapter 87
SAS Visual Process Orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Chapter 88
SAS Visual Scenario Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413

Chapter 89
SAS Web Parts for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . 415

Chapter 90
SAS Web Report Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
84
 85

12
Introduction to Product Details and
Requirements

How Do I Use This Documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Understanding SAS Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Installing Multiple Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Adding SAS Visual Analytics to Your Deployment . . . . . . . . . . . . . . . . 88

How Do I Use This Documentation?

In general, the process for installing and configuring all SAS products is the same. You
can perform this installation and configuration by using the SAS Deployment Wizard.

However, some products require that you perform steps before upgrading to a new
release or perform post-configuration steps after installing the product. The “Product
Details and Requirements” section of this document contains information about product
changes and any pre-installation and post-configuration steps that you need to perform
for a specific SAS product. Each chapter begins with an upgrade path table. In the
table, find the row for your current release and the release that you are upgrading to.
The last column in that row contains the high-level steps that you must perform to install
and configure a SAS product. It is important that you review the documentation for all
86 Chapter 12 / Introduction to Product Details and Requirements

products at your site before updating the software at your site, so you can create a
complete installation and configuration checklist for your site.

If a product is not listed in this part, then no pre-installation or post-configuration steps

are required.

Note: To determine the product release numbers for each machine in your SAS
deployment, generate a deployment registry report. For more information, see “How to
Run the Deployment Registry Report” on page 14.

Understanding SAS Foundation

If the following products are in your SAS 9.4 software order, they are installed with SAS
Foundation:
n Base SAS
n SAS/AF
n SAS/ASSIST
n SAS/ACCESS
n SAS/CONNECT
n SAS Data Quality Server
n SAS/EIS
n SAS/ETS
n SAS/FSP
n SAS/GIS
n SAS/GRAPH
n SAS/IntrNet
n SAS Integration Technologies
 Adding a New Product 87

n SAS OLAP Server

n SAS/SECURE
n SAS/SHARE
n SAS Studio

Before you start the SAS Deployment Wizard, check the “Product Details and
Requirements” section of this document to determine whether any product pre-
installation or post-configuration steps are required.

Installing Multiple Products

Often, you are updating several software products at the same time. If this is true for
your site, you do not need to install each SAS product separately. The SAS Deployment
Wizard identifies any files in your SAS Software Depot that are older than the files in
your software order, so these software updates are made at the same time. For
example, your software order might contain SAS Model Manager 13.1 and SAS
Forecast Server 13.2. When you run the SAS Deployment Wizard, both products are
installed by default.

Adding a New Product

Your software order might include products that you are adding to your current
deployment. Before you install any new products, you must apply any software updates.
If any updates are detected, the SAS Deployment Wizard automatically goes into
Update mode the first time that you start the wizard. After you apply these updates, you
must restart the SAS Deployment Wizard to install any new products on each tier. In the
SAS Deployment Wizard (which you will use to install the new products), verify that the
SAS installation data file (SID file) you select is for the order that contains the new
products. You might need to click Browse to select the correct SID file. Then you will
need to configure each tier. For more information, see “Adding SAS Products” in SAS
Intelligence Platform: Installation and Configuration Guide.
88 Chapter 12 / Introduction to Product Details and Requirements

If you are adding a SAS solution to an existing SAS 9.4 deployment (or if you need to
renew your software license for a SAS solution), use the SAS Deployment Manager to
update the SID file in the metadata. Verify that the SID file you select is for the order
that contains the new products. You might need to click Browse to select the correct
SID file. For more information, see the “Software License Renewal Instructions” for your
operating environment.
n Software License Renewal Instructions—SAS 9.4 for Microsoft Windows for x64
Planned Deployment
n Software License Renewal Instructions—SAS 9.4 for UNIX Environments Planned
Deployment

Adding SAS Visual Analytics to Your

Deployment
Many SAS 9.4 products and solutions include SAS Visual Analytics components. The
integration of SAS Visual Analytics might require some additional hardware at your site.
Adding these components to your deployment also requires updating your plan.xml file.
Before applying any software updates to your current deployment, you need to decide
whether you want to deploy the SAS Visual Analytics components now or delay their
deployment.

If your site meets the minimum system requirements and you want to add SAS Visual
Analytics components to your deployment now, complete these steps:

1 Work with your SAS account representative to add the SAS Visual Analytics
components to your plan.xml file.

2 After you have updated and saved the revised plan.xml file, follow the process for
applying software updates. For more information, see “Install and Configure a
Software Update” on page 69.

3 To add new products to your deployment, run the SAS Deployment Wizard a second
time. For more information, see “Adding a New Product” on page 87.
 Adding SAS Visual Analytics to Your Deployment 89

If your site does not meet the minimum system requirements, you might decide to delay
the deployment of the SAS Visual Analytics components. However, you can still use the
SAS Deployment Wizard to apply any other software updates. For more information,
see “Install and Configure a Software Update” on page 69. You can also add any new
products. For more information, see “Adding a New Product” on page 87.

Note: If you delay the deployment of the SAS Visual Analytics components, you will not
be able to use SAS Mobile BI.

When you are ready to add the SAS Visual Analytics components to your deployment,
simply complete the previous steps. For more specific information, see the
administrator’s documentation for your SAS product or solution.
90 Chapter 12 / Introduction to Product Details and Requirements
 91

13
Base SAS

Determining Your Update Path for Base SAS . . . . . . . . . . . . . . . . . . . . . . . 92

Upgrading an Existing Base SAS 9.4 Deployment . . . . . . . . . . . . . . . . 92
Migrating to Base SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Base SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Changes to the Default Values in the sasv9.cfg File . . . . . . . . . . . . . . . 93
SAS Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
ODS Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Changes Required for Your Existing SAS Graph
Template Language Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Font Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Extending the Observation Count for a 32-Bit SAS Data File . . . . 99

Base SAS 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Changes Required for Your Existing SAS Graph
Template Language Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Deprecated Options for GTL Statements . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Base SAS 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Working with CA Certificates for TLS and HTTPS Security . . . . . 101
Hadoop Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Output Delivery System (ODS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
National Language Support (NLS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
SAS Macro Facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
92 Chapter 13 / Base SAS

Changes Required for Your Existing SAS Graph

Template Language Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Determining Your Update Path for Base

SAS

Upgrading an Existing Base SAS 9.4

Deployment
Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “Base SAS 9.4_M2”
9.4_M3 on page 100 and “Base SAS 9.4_M3” on
page 101 (if appropriate).
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “Base SAS 9.4_M2”
on page 100 and “Base SAS 9.4_M3” on
page 101 (if appropriate).
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “Base SAS 9.4_M3”

on page 101.
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.
 Base SAS 9.4 93

Migrating to Base SAS 9.4

Current Release Release That You
at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “Base SAS 9.4” on
9.3_M2 9.4_M2, 9.4_M3 page 93, “Base SAS 9.4_M2” on page 100 ,
and “Base SAS 9.4_M3” on page 101 (if
appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for Base SAS

Base SAS 9.4

Changes to the Default Values in the

sasv9.cfg File
The values of the SORTSIZE and MEMSIZE system options have changed in the
sasv9.cfg file.
n In Windows environments, the default value of SORTSIZE has changed from 256M
to 1G.
94 Chapter 13 / Base SAS

n In UNIX environments, the default value of SORTSIZE has changed from 256M to
1G. The default value of MEMSIZE has changed from 512M to 2G.

You might need to verify that the systems at your site can handle this amount of
memory.

SAS Procedures
CONTENTS, COPY, MIGRATE, and SORT procedures
The International Components for Unicode (ICU) libraries, used by SAS for linguistic
collation, have been upgraded from version 4.2 to version 4.8.1. The new ICU
version uses locale data from version 2.0 of the Unicode Common Locale Data
Repository (CLDR), improves language support, and provides software fixes. For
more information, see http://site.icu-project.org/download/48 and http://
cldr.unicode.org/index/downloads/cldr-2-0.

A change in the ICU version that is used by SAS can affect the interpretation of
some data sets sorted by previous versions of SAS. For more information, see the
documentation for the SORT procedure, COPY procedure, and MIGRATE procedure
in Base SAS Procedures Guide.
The output from the CONTENTS procedure or the CONTENTS statement now
shows the ICU version number of a data set that is linguistically sorted.

FORMAT procedure
The range to specify a default length of an informat, picture, or format is 1–32767.

PRINT procedure
The PROC PRINT statement STYLE= option style attributes for the HEADER
location no longer affect the Obs column heading. You specify style attributes for the
Obs column heading by using the OBSHEADER location.

PRINTTO procedure
The PROC PRINTTO PRINT= statement opens the LISTING destination. You no
longer need to specify the ODS LISTING statement before you use the PRINTTO
procedure.
QDEVICE procedure
Here are some important updates for SAS 9.4:
 Base SAS 9.4 95

n The PROC QDEVICE DEVLOC= option enables you to specify a device library
other than the SAS/GRAPH Gdevicen libraries and the Sashelp library. You can
report on the first occurrence of a device, or you can report on all occurrences of
a device in the Gdevicen and Sashelp libraries.
n The PROC QDEVICE CATALOG= option enables you to specify a catalog, other
than the DEVICES catalog, to search.
n The DEVICE statement and the PRINTER statement allow the wildcards * and ?
in device names and printer names.
n The value for a Windows printer device type, as reported by the TYPE variable,
is Printer Interface Device. Printer Interface Device replaces the value System
Printer.
n For all reports, the NAMETYPE variable has been renamed to TYPE.
n For all reports except the General report, information about prototypes has been
removed. The PROTOTYPE variable information is now reported in only the
General report.
n Character variable lengths in report output data sets now have a fixed length of
128 characters. The LENGTH statement is no longer required when reports are
merged or concatenated.

System Options
The EXTENDOBSCOUNTER (EOC) system option is new for SAS 9.4. In SAS 9.3, this
option was available only as a data set option and a LIBNAME option.
n If you are creating data sets with SAS 9.4 and those data sets need to be backward
compatible with a SAS release earlier than SAS 9.3, set the
EXTENDOBSCOUNTER system option to NO.
n If your SAS 9.4 data sets are not going to be read by a SAS release earlier than
SAS 9.3, set the EXTENDOBSCOUNTER system option to YES.
96 Chapter 13 / Base SAS

The default values have changed for these system options:

System Option New Default Value

CPUCOUNT= ACTUAL or 4 for systems that have more

than four processors

DMSOUTSIZE= 2,147,483,647

LRECL= 32,767

PDFCOMMENT PDFCOMMENT

YEARCUTOFF= 1926

ODS Changes
n In SAS 9.4, the default HTML style for z/OS environments has changed from Default
to Htmlblue.
n The ODS.TAGSETS RTF statement now supports the BACKGROUNDIMAGE= style
attribute.
n The following enhancements have been made to the ODS GRAPHICS statement:
o The default for the ANTIALIASMAX= option has changed from 600 to 4000.
o The default device driver for the RTF and TAGSETS.RTF destination has
changed to EMF.
n The default style for all Printer family destinations (PS, PDF, PCL) has changed from
Styles.Printer to Styles.Pearl.

If you are upgrading from a previous release of SAS, note that several new defaults
were implemented in SAS 9.3 for the SAS windowing environment in UNIX and
Windows operating environments.
 Base SAS 9.4 97

New Default
Area of Change Previous Default Beginning with SAS 9.3

Output Destination LISTING HTML

Default style for HTML Styles.Default Styles.HTMLBlue

destination

ODS Graphics OFF ON

Where graphs are saved Current SAS directory SAS Work Library

The previous defaults are still used when you run SAS in batch mode.

Because of the changes in the default values, you will see the following changes:
n Results are displayed in the HTMLBlue style, which is a modern style well suited for
displaying graphs and tables together. Prior to SAS 9.3, tables were displayed in
monospace, and graphs were displayed using the LISTING style.
n Analytical procedures that support ODS Graphics automatically create graphs. Prior
to SAS 9.3, you had to explicitly enable ODS Graphics.
n Tables and graphs are displayed together in the HTML results viewer window. Prior
to SAS 9.3, tables and graphs were displayed separately in the Output and Graph
windows.
n Graphs are no longer saved in the current SAS directory by default. Instead, they
are saved in the directory that corresponds to your SAS Work library. Hence, by
default, graphs are automatically deleted at the end of your SAS session. You can
specify a different directory in your SAS preferences.

For more information, see the SAS Output Delivery System: User’s Guide.
98 Chapter 13 / Base SAS

Changes Required for Your Existing SAS

Graph Template Language Programs
DENSITYPLOT Statement
In SAS 9.4, the WEIGHT= option of the KERNEL( ) distribution option in the
DENSITYPLOT statement is changed to WEIGHTFUNCTION=. This change enables
the addition of the WEIGHT= option in the DENSITYPLOT statement. Beginning with
SAS 9.4 , the WEIGHT= option is not valid in the KERNEL() distribution option and
results in a syntax error. If your existing SAS programs specify the WEIGHT= option in
the KERNEL( ) distribution option, you must change the option to WEIGHTFUNCTION=.

BARCHART Statement
In SAS 9.4, the BARCHART statement STAT=PCT option displays percentages
between 0 and 100 in order to be consistent with other GTL statements. In prior
releases, STAT=PCT displayed proportional values between 0 and 1. To restore the
proportional value in SAS 9.4, change STAT=PCT to STAT=PROPORTION.

Font Changes
Here are the font changes in SAS 9.4:
n The new Unicode fonts, Arial Unicode MS and Times New Roman Uni, replace the
Monotype Sans WT and Thorndale Duospace WT Unicode fonts.

New Unicode Font Fonts Being Replaced

Arial Unicode MS Monotype Sans WT TC

Monotype Sans WT J
Monotype Sans WT K

Times New Roman Uni Thorndale Duospace WT SC

Thorndale Duospace WT TC
Thorndale Duospace WT J
Thorndale Duospace WT K
 Base SAS 9.4 99

n CSongGB18030C_Light, MYingHei_18030_C-Medium, and CSongGB19030-

LightHWL replace the Simplified Chinese fonts.

New Font Font Being Replaced

CSongGB18030C_Light Sim Sun

MYingHei_18030_C-Medium Sim Hei

CSongGB19030-LightHWL NSimSun

Extending the Observation Count for a 32-Bit

SAS Data File
SAS 9.4 enhances the extended observation count functionality by automatically
creating a 32-bit SAS data file with an extended observation count and by providing the
EXTENDOBSCOUNTER= system option. In SAS 9.4, by default, the
EXTENDOBSCOUNTER= data set option, LIBNAME statement option, and system
option are set to YES. Therefore, in SAS 9.4, if you do not want a SAS data file created
with an extended observation count, you must specify EXTENDOBSCOUNTER=NO.
For more information, see “Extending the Observation Count in a 64-Bit Operating
Environment” in SAS Language Reference: Concepts.
100 Chapter 13 / Base SAS

Base SAS 9.4_M2

Changes Required for Your Existing SAS

Graph Template Language Programs
PBSPLINEPLOT Statement
In the second maintenance release for SAS 9.4, these changes might impact your
existing SAS programs:
n The DEGREE= PBSPLINE regression option range is changed from 0–174 to 0–10.
If the DEGREE= option value is outside of this range, an error results and the graph
is not generated. If your existing SAS programs specify in a PBSPLINEPLOT
statement a value for DEGREE= that is greater than 10, you must change the value
to a value in the range of 0-10.
n The DEGREE= and NKNOTS= PBSPLINE regression options cannot both be 0. If
both options are set to 0, an error results and the PBSPLINE plot is not generated. If
your existing SAS programs specify in a PBSPLINEPLOT statement DEGREE=0
and NKNOTS=0, you must change one of the values to a nonzero value.

REGRESSIONPLOT Statement
In the second maintenance release for SAS 9.4, the DEGREE= regression option range
is changed from 0-174 to 1-10. If the DEGREE= option value is outside of this range, an
error results and the graph is not generated. If your existing SAS programs specify in a
REGRESSIONPLOT statement a value for DEGREE= that is outside of the 1-10 range,
you must change the value to a value that is within the 1-10 range.
 Base SAS 9.4_M3 101

Deprecated Options for GTL Statements

GTL Statement Deprecated Option Replaced By

AXISTABLE HEADERLABEL= TITLE= option

HEADERLABELATTRS= TITLEATTRS= option

SCATTERPLOT MARKERCOLORGRADIENT= COLORRESPONSE=

option

MARKERSIZERESPONSE= SIZERESPONSE=
option

MARKERSIZEMAX= SIZEMAX= option

MARKERSIZEMIN= SIZEMIN= option

OUTLINEDMARKERCHARACTERS= TEXTPLOT statement

SCATTERPLOTMATRIX MARKERCOLORGRADIENT= COLORRESPONSE=

option

SURFACEPLOTPARM SURFACECOLORGRADIENT= COLORRESPONSE=

option

You can continue to use the deprecated options. However, SAS recommends that you
switch to the new options or alternate statement as soon as possible.

Base SAS 9.4_M3

Working with CA Certificates for TLS and

HTTPS Security
SAS uses CA certificates to verify the communication process when you use HTTPS
protocols or Transport Layer Security (TLS). In the third maintenance release for SAS
102 Chapter 13 / Base SAS

9.4, the SAS Deployment Wizard automates the process of updating the TLS
certificates in UNIX and z/OS environments and for Java applications on Windows and
UNIX. SAS provides a default CA certificate bundle. The installation also includes the
files that are used as the trusted list of certificates.

For SAS 9.4 deployments that were created before the third maintenance release of
SAS 9.4, you had to manually set the SSLCALISTLOC option in the configuration file to
point to your CA certificates. When you updated your software after the initial
deployment, any configuration files were overwritten, and you had to manually add the
SSLCALISTLOC option again.

When you update your software, the SAS Deployment Wizard looks through all
configuration files for any manual additions of the SSLCALISTLOC option. To prevent
any interference with the new trusted CA bundle, all manual additions of the
SSLCALISTLOC option are commented out in the configuration file. After you finish the
software update, your SAS software uses the new trusted CA bundle that shipped with
the software update.
If you need to use any additional self-signed or site-signed CA certificates, you must
add these certificates to the new trusted CA bundle. You can add certificates to the
trusted CA bundle by using the Add Certificate task in the SAS Deployment Manager.
Adding CA certificates should be repeated for each machine in the deployment.

Note: You need to add your certificates only the first time that you upgrade to the third
maintenance for SAS 9.4. In subsequent upgrades, you do not need to use the SAS
Deployment Manager to add these certificates unless you have new or updated
certificates. Any new or updated certificates need to be added to the trusted CA bundle.

For more information, see SAS Deployment Wizard 9.4 and SAS Deployment Manager
9.4: User’s Guide and “Setting Up CA Certificates for SAS Deployment” in SAS
Intelligence Platform: Installation and Configuration Guide.

Note: Starting in the third maintenance release for SAS 9.4, manually adding any self-
signed or site-signed CA certificates to the cacerts file is no longer supported.
 Base SAS 9.4_M3 103

Hadoop Support
n The requirements for connecting to a Hadoop cluster using either the HADOOP
procedure or the FILENAME, Hadoop access method have changed. There is an
alternate method for specifying the location of the Hadoop configuration files so that
you no longer have to merge properties from multiple Hadoop configuration files and
then use the CFG= option to specify the location. You can now use the
SAS_HADOOP_CONFIG_PATH environment variable to specify the location of the
configuration files. For more information, see the documentation for the HADOOP
procedure in Base SAS Procedures Guide.
n The CONCAT and DIR Hadoop options in the FILENAME, Hadoop access method
are now mutually exclusive because the SAS_HADOOP_CONFIG_PATH
environment variable is available.

Output Delivery System (ODS)

n The default EPUB version has changed from EPUB2 to EPUB3. You can change the
default EPUB version by updating the SAS registry. For more information, see
“Changing ODS EPUB Destination Default Value” in SAS Output Delivery System:
User’s Guide
n The ODS EPUB and ODS EPUB3 statements no longer support the ENCODING=
option. ODS uses the encoding that is specified in the SAS Registry. For more
information, see “Changing the ODS EPUB and EPUB3 Encoding Settings” in SAS
Output Delivery System: User’s Guide.

National Language Support (NLS)

The ManxGaelic_UnitedKingdom (gv_GB) locale is no longer supported, and the I18N
level has changed for numerous functions. For more information, see
“Internationalization Compatibility for SAS String Functions” in SAS National Language
Support (NLS): Reference Guide.
104 Chapter 13 / Base SAS

Procedures
n The new HEADERS statement in PROC HTTP replaces the HEADERIN and CT
procedure options. You now can use the new HEADERS statement to specify
header requests without providing a fully formatted input file via a fileref. For more
information, see “HEADERS Statement” in Base SAS Procedures Guide.
n The default method for PROC HTTP when the METHOD or IN options are not
specified has changed from POST to GET. For more information, see the PROC
HTTP METHOD option in Base SAS Procedures Guide
n For web servers that support caching, the HTTP procedure now uses connection
caching and cookie caching by default. For more information, see “HTTP Procedure”
in Base SAS Procedures Guide.
n The default value of BUFSIZE has changed in PROC MIGRATE. The new default is
the buffer page size of the current session. To continue using the previous behavior
(which is to clone the page size of the members from the source library), specify
BUFSIZE=KEEPSIZE. For more information, see “MIGRATE Procedure” in Base
SAS Procedures Guide.

SAS Macro Facility

The MVARSIZE system option now has a default value of 65534.

Changes Required for Your Existing SAS

Graph Template Language Programs
BARCHART Statement
In SAS 9.4, the BARCHART statement STAT=PCT option now displays percentages in
the range 0–100 in order to be consistent with other GTL statements. In prior releases,
STAT=PCT displays proportional values in the range 0–1. To restore the proportional
values in SAS 9.4 and later releases, change STAT=PCT to STAT=PROPORTION.
In the third maintenance release for SAS 9.4, the COLORSTAT= option is added to the
BARCHART statement. The COLORSTAT= option is enabled by the
 Base SAS 9.4_M3 105

COLORRESPONSE= option. The COLORSTAT= option specifies the statistic to be

calculated for the data range of the bar-color gradient. The default is SUM. For existing
SAS programs that use the BARCHART statement, if STAT= is used with
COLORRESPONSE= in the BARCHART statement and STAT= specifies a statistic
other than SUM, then the bar-chart colors and color statistic might change from those of
previous releases. In that case, to restore the original colors and color statistic, set
COLORSTAT= in the BARCHART statement to the same statistic that is specified in
STAT=.

DENSITYPLOT Statement
In SAS 9.4, the WEIGHT= option of the KERNEL( ) distribution option in the
DENSITYPLOT statement is changed to WEIGHTFUNCTION=. This change enables
the addition of the WEIGHT= option in the DENSITYPLOT statement. Starting with SAS
9.4, the WEIGHT= option is not valid in the KERNEL() distribution option and results in
a syntax error. If your existing SAS programs specify the WEIGHT= option in the
KERNEL( ) distribution option, then you must change WEIGHT= to
WEIGHTFUNCTION=.

HEATMAPPARM Statement
In the third maintenance release for SAS 9.4, the DISCRETEX= and DISCRETEY=
options are added to the HEATMAPPARM statement. These options specify whether
the X or Y axis is discrete. The default is FALSE. For existing SAS programs that use
the HEATMAPPARM statement, if the X axis is discrete, the DISCRETEX=TRUE option
must be specified in the HEATMAPPARM statement. Likewise, if the Y axis is discrete,
the DISCRETEY=TRUE option must be specified in the HEATMAPPARM statement.
Otherwise, the heat map might not be drawn.

WATERFALLCHART Statement
In the third maintenance release for SAS 9.4, the COLORSTAT= option is added to the
WATERFALLCHART statement. The COLORSTAT= option is enabled by the
COLORRESPONSE= option. The COLORSTAT= option specifies the statistic to be
calculated for the data range of the color gradient. The default is SUM. For existing SAS
programs that use the WATERFALLCHART statement, if STAT= is used with
COLORRESPONSE= in the WATERFALLCHART statement and STAT= specifies a
statistic other than SUM, then the chart colors and color statistic might change from
106 Chapter 13 / Base SAS

those of previous releases. In that case, to restore the original colors and color statistic,
set COLORSTAT= in the WATERFALLCHART statement to the same statistic that is
specified in STAT=.
 107

14
SAS/ACCESS

Determining Your Update Path for SAS/ACCESS . . . . . . . . . . . . . . . . 108

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 108
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

SAS/ACCESS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

SAS/ACCESS 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

SAS/ACCESS 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

SAS/ACCESS 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

108 Chapter 14 / SAS/ACCESS

Determining Your Update Path for

SAS/ACCESS

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS/ACCESS

9.4_M3 9.4_M1” on page 110, “SAS/ACCESS
9.4_M2” on page 111, and “SAS/ACCESS
9.4_M3” on page 111 (if appropriate).
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS/ACCESS

9.4_M2” on page 111 and “SAS/ACCESS
9.4_M3” on page 111 (if appropriate).
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS/ACCESS

9.4_M3” on page 111.
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.
 SAS/ACCESS 9.4 109

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS/ACCESS 9.4”
9.3_M2 9.4_M2, 9.4_M3 on page 109, “SAS/ACCESS 9.4_M1” on
9.2, 9.2_M2, page 110, “SAS/ACCESS 9.4_M2” on page
9.2_M3 111, and “SAS/ACCESS 9.4_M3” on page
111 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for
SAS/ACCESS

SAS/ACCESS 9.4
Beginning with SAS 9.4, the SAS/ACCESS engines no longer support HP-UX or Linux
x86 operating environments.

SAS/ACCESS 9.4 to PC Files imports data from JMP files saved in JMP 7 or later
formats, and it exports data to files in JMP 7 or later formats. File formats in JMP 3
through JMP 6 are no longer supported. Support for these newer file formats enables
you to access JMP files from mobile apps such as the JMP Graph Builder iPad app. For
more information, see “JMP Files” in SAS/ACCESS Interface to PC Files: Reference.
110 Chapter 14 / SAS/ACCESS

n The META statement is used only for importing and exporting JMP files. META is no
longer supported and is ignored. Instead, extended attributes are automatically
used. If a file has extended attributes, they are automatically transferred to the new
file when that file is imported or exported. For example, when importing a JMP file
with extended attributes, the attributes are automatically attached to the new SAS
data set.
n The META data type for JMP files has been replaced by support for extended
attributes. META is ignored in programs, and a NOTE is generated about it in the
SAS log.
n The ROWSTATE data type is generated by JMP and is used to store several row-
level characteristics. If the JMP file contains row state information, PROC IMPORT
stores this information as a new variable with the name _rowstate_. If the EXPORT
procedures finds a column named _rowstate_, the procedure converts this column
into the row state information in the output JMP file. For more information, see “JMP
Data Types” in SAS/ACCESS Interface to PC Files: Reference.
n JMP variable names can be up to 255 characters in length.
n Because you can use the Base SAS IMPORT and EXPORT procedures on JMP
files without a SAS/ACCESS license, the preceding information applies to SAS 9.4
as well.

SAS/ACCESS 9.4_M1
The first maintenance release for the SAS/ACCESS 9.4 software shipped in December
2013. The SAS/ACCESS Interface to Relational Databases and the SAS/ACCESS
Interface to PC Files include some new and enhanced options.

Also, in the SAS/ACCESS Interface to PC Files when you open a Microsoft Excel
workbook (XLSX format), all other worksheets in the workbook have their formulas
automatically recalculated. This includes any formulas that reference a sheet that has
been added or replaced by PROC EXPORT DBMS=XLSX.
 SAS/ACCESS 9.4_M3 111

SAS/ACCESS 9.4_M2
The second maintenance release for the SAS/ACCESS 9.4 software shipped in August
2014.

In SAS/ACCESS 9.4 Interface to PC Files, these SAS LIBNAME options are no longer
supported: FILELOCK=, CONNECTION=, and CONNECTION_GROUP=.

In the SAS/ACCESS Interface to Hadoop, HiveServer2 is the default Hive protocol. To

set the location of Hadoop configuration files, you use the SAS environment variable
SAS_HADOOP_CONFIG_PATH and not the CFG= LIBNAME option. The CFG= option
is deprecated.

For the SAS/ACCESS Interface to Oracle, starting with Oracle 12c, the default data type
for SAS character variables in SAS output has changed to either VARCHAR2 or CLOB,
depending on the length of the variable.

SAS/ACCESS 9.4_M3
The third maintenance release for the SAS/ACCESS 9.4 software shipped in July 2015.

In the third maintenance release for SAS 9.4, these SAS/ACCESS features are
different:
n The format for specifying octal codes using the BL_ESCAPE= data set option has
changed. Specifying these codes with a preceding ‘E’ is no longer supported. For
example, instead of E'\24', specify this code as the three-digit octal code, \024.
n The default value of the SQLGENERATION= system option is now (NONE
DBMS='TERADATA DB2 ORACLE NETEZZA ASTER GREENPLM HADOOP
SAPHANA IMPALA HAWQ').
n For Hadoop, the NUMTASKS= LIBNAME option is no longer supported.
n For Impala, you can use ‘IMPALA’ in the LIBNAME statement to specify this engine.
112 Chapter 14 / SAS/ACCESS

n For MySQL, these functions now require SQL_FUNCTIONS=ALL before they can be
passed to MySQL: BYTE, COMPRESS, DATE, DATEPART, DATETIME, LENGTH,
REPEAT, ROUND, SOUNDEX, SUBSTR, TIME, TIMEPART, TODAY.
n For OLE DB, the COMPRESS function can be passed via the SQL pass-through
facility only when SQL_FUNCTIONS=ALL.
n For PostgreSQL, the COMPRESS and COT functions can be passed automatically
via the SQL pass-through facility. These functions do not require
SQL_FUNCTIONS=ALL.
n For Teradata, the SUM4 function was removed from the list of functions that can be
passed via the SQL pass-through facility. The TRIM function can be passed
automatically and does not require SQL_FUNCTIONS=ALL. The LENGTH function
does require SQL_FUNCTIONS=ALL.
 113

15
SAS Add-In for Microsoft Office

Determining Your Update Path for SAS Add-In

for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 114
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Managing Multiple Installations of SAS Add-In

for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

SAS Add-In 6.1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

SAS Add-In 6.1_M1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

SAS Add-In 7.1 for Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

114 Chapter 15 / SAS Add-In for Microsoft Office

Determining Your Update Path for SAS

Add-In for Microsoft Office

Upgrading an Existing SAS 9.4 Deployment

SAS Add-In 6.1 for Microsoft Office and SAS Add-In 7.1 for Microsoft Office run on SAS
9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.4) 6.1_M1 (SAS 1 Before you upgrade, see “SAS Add-In 6.1_M1 for
9.4_M1); 7.1, Microsoft Office” on page 117 and “SAS Add-In
7.11 (SAS 7.1 for Microsoft Office” on page 117 (if
9.4_M2); 7.12 appropriate).
(SAS 9.4_M3)
2 To upgrade to the latest release of SAS Add-In
for Microsoft Office, see “Install and Configure a
Software Update” on page 69.

6.1_M1 (SAS 7.1, 7.11 (SAS 1 Before you upgrade, see “SAS Add-In 7.1 for
9.4_M1); 7.1, 7.11 9.4_M2); 7.12 Microsoft Office” on page 117.
(SAS 9.4_M2) (SAS 9.4_M3)
2 To upgrade to the latest release of SAS Add-In
for Microsoft Office, see “Install and Configure a
Software Update” on page 69.

Migrating to SAS 9.4

SAS Add-In 7.1 for Microsoft Office and SAS Add-In 6.1 for Microsoft Office run on SAS
9.2, SAS 9.3, and SAS 9.4. This documentation assumes that you want to run SAS
 Managing Multiple Installations of SAS Add-In for Microsoft Office 115

Add-In for Microsoft Office on SAS 9.4. You can migrate to SAS 9.4, or you can create a
new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1, 4.3 (SAS 9.3) 6.1 (SAS 9.4); 1 Before you migrate, see “SAS Add-In 6.1 for
6.1_M1 (SAS Microsoft Office” on page 116, “SAS Add-In
9.4_M1); 7.1, 6.1_M1 for Microsoft Office” on page 117, and
7.11 (SAS “SAS Add-In 7.1 for Microsoft Office” on page
9.4_M2); 7.12 117 (if appropriate).
(SAS 9.4_M3)
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To create
a new deployment, see SAS 9.4 Intelligence
Platform: Installation and Configuration Guide.
3 To complete any post-configuration steps, see
SAS 9.4 Intelligence Platform: Desktop
Administration Guide.

6.1 (SAS 9.4); 7.12 (SAS To migrate within the same SAS release, see SAS
6.1_M1 (SAS 9.4_M3) 9.4 Intelligence Platform: Migration Guide.
9.4_M1);7.1, 7.11
(SAS 9.4_M2)

7.12 (SAS 9.4_M3) 7.12 (SAS To migrate within the same release, see SAS 9.4
9.4_M3) Intelligence Platform: Migration Guide.

Managing Multiple Installations of SAS

Add-In for Microsoft Office
You can install multiple releases of SAS Add-In for Microsoft Office on your computer.
The release of the SAS add-in determines what SAS content you can access.
n You can use SAS Add-In 7.1 for Microsoft Office and SAS Add-In 6.1 for Microsoft
Office to access SAS 9.4, SAS 9.3, and SAS 9.2 content.
116 Chapter 15 / SAS Add-In for Microsoft Office

n You can use SAS Add-In 5.1 for Microsoft Office to access SAS 9.3 and SAS 9.2
content.

You can use only one release of the SAS add-in at a time. The functionality that is
available in the SAS add-in depends on the roles and capabilities that are assigned in
SAS Management Console. These settings are release specific. If you are running SAS
Add-In 6.1 for Microsoft Office, you can use only those capabilities that are defined for
the 6.1 release. If you are running SAS Add-In 5.1 for Microsoft Office, you can use only
those capabilities that are defined for the 5.1 release. For more information about roles
and capabilities for SAS Add-In for Microsoft Office, see SAS Intelligence Platform:
Desktop Application Administration Guide.

If you have administrative privileges, use the SAS Add-In for Microsoft Office Utility to
select which release of the SAS add-in to enable for selected Microsoft Office
applications. (Always use the SAS Add-In for Microsoft Office Utility that is included with
the latest release of the SAS add-in.) For more information about this utility, see the
Help for SAS Add-In for Microsoft Office.

SAS Add-In 6.1 for Microsoft Office

Since the 5.1 release, SAS Add-In for Microsoft Office has been available as either a
32-bit application or a 64-bit application. If you are using a 32-bit Microsoft Windows
operating system, then you must use the 32-bit version of SAS Add-In for Microsoft
Office. If you are using a 64-bit Windows operating system, then you can run either the
32-bit version or the 64-bit version of SAS Add-In for Microsoft Office. Your version of
SAS Add-In for Microsoft Office must match your version of Microsoft Office. For
example, if you are running the 32-bit version of Microsoft Office, you must use the 32-
bit version of SAS Add-In for Microsoft Office.

Note: Third-party ActiveX controls are not supported in 64-bit versions of Microsoft
Office. If you are running in a 64-bit Windows environment, use the ActiveX image
format for your SAS content.
Here are some of the new features in SAS Add-In 6.1 for Microsoft Office:
n support for Microsoft Office 2013, 2010, and 2007
 SAS Add-In 7.1 for Microsoft Office 117

n enhancements to the automation interfaces, including new objects that enable you to
work with reports from SAS Visual Analytics
n support for the Excel XP tagset
n new tasks, such as High-Performance Logistic Regression, High-Performance
Linear Regression, SAS Rapid Predictive Modeler, and SAS Recency, Frequency,
and Monetary, that provide more integration with other SAS products

A new stand-alone installer is available for SAS Add-In for Microsoft Office. For more
information, see SAS Deployment Wizard and SAS Deployment Manager 9.4: User's
Guide, available at http://support.sas.com/deploywizug94.html.

SAS Add-In 6.1_M1 for Microsoft Office

Before upgrading to the first maintenance release for SAS Add-In 6.1 for Microsoft
Office, review these notes about interoperability with SAS Visual Analytics:
n Using the first maintenance release for SAS Add-In for Microsoft Office, you can
open reports from SAS Visual Analytics 6.2 and 6.3. However, you cannot open
reports from SAS Visual Analytics 6.1.
n SAS Add-In for Microsoft Office 6.1 supported reports from SAS Visual Analytics 6.1.
When you upgrade from 6.1 to 6.1_M1, you must upgrade from SAS Visual
Analytics 6.1 to SAS Visual Analytics 6.2 or 6.3.
n To use SAS Visual Analytics 6.4, you must apply a hot fix. For more information, see
SAS Note 52813.

SAS Add-In 7.1 for Microsoft Office

In SAS Add-In 7.1 for Microsoft Office, a new task interface replaces the Task Gallery
that was available in SAS Add-In 6.1 for Microsoft Office. To access this new interface,
click Task on the SAS tab.
118 Chapter 15 / SAS Add-In for Microsoft Office

The tasks are no longer available as options from the Task drop-down menu on the
SAS tab. To turn on the Task drop-down menu, select the new Show menu for built-in
tasks on the Ribbon option in the Options dialog box.

Also, the Show Prompts option on the SAS tab has been replaced by the Report
Controls option. This new option shows the entire report and the prompts. With the
report controls, you can filter, drill, expand, collapse, and brush the data.

SAS Add-In 7.11 for Microsoft Office includes a new feature that enables you to check
for updates when you first open Microsoft Excel, Microsoft Word, Microsoft PowerPoint,
or Microsoft Outlook or while you are working in these applications. If an update is
available, a message appears. In the message dialog box, click support.sas.com to
learn more about the contents of the software update. To apply a software update, you
must close all Microsoft Excel, Word, PowerPoint, and Outlook applications. You can
use this updates feature to upgrade from the 7.11 release to the 7.12 release.

SAS Add-In 7.12 for Microsoft Office includes two add-ins:

n SAS Add-In for Microsoft Office – This add-in provides you with all of the SAS add-in
functionality, including the ability to open, interact, and refresh SAS Visual Analytics
reports in Microsoft Excel, Microsoft Work, Microsoft PowerPoint, and Microsoft
Outlook.
n SAS Visual Analytics Add-In for Office – This add-in enables you to open, interact,
and refresh SAS Visual Analytics reports in Microsoft Excel and Microsoft
PowerPoint.
If you have SAS Add-In for Microsoft Office already installed, you already have all the
functionality that is in the SAS Visual Analytics Add-In for Office. As a result, your
update does not include the new SAS Visual Analytics Add-In for Office.

If you want to switch to the SAS Visual Analytics Add-In for Office, you first must
uninstall the SAS Add-In for Microsoft Office. Then you can install the SAS Visual
Analytics Add-In for Office. Now, your add-in functionality is limited to opening,
interacting and refreshing SAS Visual Analytics reports in Microsoft Excel and Microsoft
PowerPoint.
For more information, see the software product page for SAS Add-In for Microsoft
Office.
 119

16
SAS Anti-Money Laundering

Determining Your Update Path for SAS Anti-

Money Laundering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 119
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

About SAS Anti-Money Laundering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Determining Your Update Path for SAS

Anti-Money Laundering

Upgrading an Existing SAS 9.4 Deployment

SAS Anti-Money Laundering 6.1, 6.2, and 6.3 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.1_M1, 6.2, 6.2_M1 6.3, 6.3_M1 (SAS 9.4) For more information about
how to request this new
release and the features that
are available, contact your
SAS account representative.
120 Chapter 16 / SAS Anti-Money Laundering

Migrating to SAS 9.4

To run SAS Anti-Money Laundering 6.1, 6.2, 6.3, or 7.1, you must be running SAS 9.4.
You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release at Your Release That You Are

Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

5.1, 5.1_M1 (SAS 9.3) 7.1 (SAS 9.4) If your site is running SAS
Anti-Money Laundering 5.1 or
earlier, you should upgrade to
SAS Anti-Money Laundering
7.1. For more information
about how to request this
new release and the features
that are available, contact
your SAS account
representative.

5.2_M1 (SAS 9.3) 6.3, 6.3_M1 (SAS 9.4) For more information about
6.1, 6.1_M1, 6.2, 6.2_M1, how to request this new
6.3, 6.3_M1 (SAS 9.4) release and the features that
are available, contact your
SAS account representative.

About SAS Anti-Money Laundering

SAS has shipped these releases of SAS Anti-Money Laundering:
n SAS Anti-Money Laundering 6.1 in November 2013.
n SAS Anti-Money Laundering 6.2 in April 2014.
n SAS Anti-Money Laundering 6.3 in January 2015.
n the first maintenance release for SAS Anti-Money Laundering 6.3 in January 2016.
 About SAS Anti-Money Laundering 121

n SAS Anti-Money Laundering 7.1 in July 2016. If your site is running SAS Anti-Money
Laundering 5.1 or earlier, you should upgrade to SAS Anti-Money Laundering 7.1.

For more information about this release, contact your SAS account representative and
see the product documentation page for SAS Anti-Money Laundering.

Note: The documentation for SAS Anti-Money Laundering is available only to

customers who license this product.
122 Chapter 16 / SAS Anti-Money Laundering
 123

17
SAS Asset Performance Analytics

Determining Your Update Path for SAS Asset

Performance Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 123
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

SAS Asset Performance Analytics 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Determining Your Update Path for SAS

Asset Performance Analytics

Upgrading an Existing SAS 9.4 Deployment

SAS Asset Performance Analytics 6.1 runs on SAS 9.4. The previous releases of this
solution were called SAS Predictive Asset Maintenance.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1 (SAS 9.4) 6.1_M1, 6.1_M2 (SAS 9.4) For information about how to
upgrade to the latest release
of SAS Asset Performance
Analytics, see SAS Asset
Performance Analytics 6.1:
Administrator’s Guide.
124 Chapter 17 / SAS Asset Performance Analytics

Migrating to SAS 9.4

Current Release at Your Release That You Are
Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.1_M1, 6.1_M2 (SAS 6.1, 6.1_M1, 6.1_M2 (SAS To migrate within the same
9.4) 9.4) release, see SAS Asset
Performance Analytics 6.1:
Administrator’s Guide.

SAS Asset Performance Analytics 6.1

SAS shipped the second maintenance release for SAS Asset Performance Analytics 6.1
in February 2015. For more information about this release, contact your SAS account
representative.

For the product documentation, see the product documentation page for SAS Asset
Performance Analytics.

Note: The documentation for SAS Asset Performance Analytics is available only to
customers who license this product.
 125

18
SAS BI Dashboard

Determining Your Update Path for SAS BI Dashboard . . . . . . . . . . 126

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 126
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

SAS BI Dashboard 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

SAS BI Dashboard 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . 128

126 Chapter 18 / SAS BI Dashboard

Determining Your Update Path for SAS

BI Dashboard

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.4 (SAS 9.4) 4.4_M1 (SAS 1 To upgrade to the latest release of SAS BI
4.4_M1 (SAS 9.4_M1) Dashboard 4.4, see “Install and Configure a
9.4_M1) 4.4_M2 (SAS Software Update” on page 69.

4.4_M2 (SAS 9.4_M2) 2 Complete the post-configuration steps in

9.4_M2) 4.4_M3 (SAS “Updating Favorites in Your Web Browser” on
9.4_M3) page 128.
 SAS BI Dashboard 4.4 127

Migrating to SAS 9.4

To run SAS BI Dashboard 4.4, you must be running SAS 9.4. You can migrate to SAS
9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.31, 4.31_M1, 4.4, 4.4_M1, 1 Before you migrate, see “SAS BI Dashboard 4.4”
4.31_M2 (SAS 9.3) 4.4_M2, 4.4_M3 on page 127.
4.3 (SAS 9.2_M3) (SAS 9.4)
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To create
a new deployment, see SAS 9.4 Intelligence
Platform: Installation and Configuration Guide.
3 Complete the post-configuration steps in
“Updating Favorites in Your Web Browser” on
page 128 and SAS 9.4 Intelligence Platform:
Web Application Administration Guide.

4.4, 4.4_M1, 4.4, 4.4_M1, To migrate within the same SAS release, follow the
4.4_M2 (SAS 9.4) 4.4_M2, 4.4_M3 steps in SAS 9.4 Intelligence Platform: Migration
(SAS 9.4) Guide.

4.4_M3 (SAS 9.4) 4.4_M3 (SAS To migrate within the same release, follow the steps
9.4) in SAS 9.4 Intelligence Platform: Migration Guide.

SAS BI Dashboard 4.4

SAS BI Dashboard 4.4 has the same features and enhancements as SAS BI
Dashboard 4.3 and 4.31. The only difference is that SAS BI Dashboard 4.4 runs on SAS
9.4.
128 Chapter 18 / SAS BI Dashboard

SAS BI Dashboard 4.3

If you are running SAS BI Dashboard 4.2, you must upgrade to SAS BI Dashboard 4.3
before upgrading to SAS BI Dashboard 4.4. If you upgrade from 4.2 to 4.4, your data
explorations in SAS Web Report Studio 4.2 might not convert properly. For more
information, see Chapter 90, “SAS Web Report Studio,” on page 419.

When upgrading to SAS BI Dashboard 4.3, you have these options:

n You can upgrade to the latest release of SAS 9.2. SAS BI Dashboard 4.3 runs on
SAS 9.2.
To upgrade to the latest release of SAS 9.2, see Planning for Maintenance Releases
and Product Upgrades for SAS 9.2.
n You can upgrade to the latest release of SAS 9.3. SAS BI Dashboard 4.31 runs on
SAS 9.3.
When you upgrade to SAS 9.3, you can migrate, or you can create a new
deployment. For specific steps, see SAS 9.3 Intelligence Platform: Migration Guide
(if you are migrating to the new release) or SAS 9.3 Intelligence Platform: Installation
and Configuration Guide (if you are creating a new deployment). For post-
configuration steps, see SAS 9.3 Intelligence Platform: Web Application
Administration Guide.

Updating Favorites in Your Web Browser

After the deployment of any new release, you must change the release number in the
resolved URL that you use to open the product. For example, if you upgraded from 4.3
to 4.4, then the updated URL is http://server:port/SASLogon/index.jsp?_sasapp=BI
+Dashboard+4.4&.
If you saved the URL for the previous release as a Favorites link in a web browser, then
this link is broken when you upgrade to the new release. You must re-create this favorite
 Updating Favorites in Your Web Browser 129

for the new release. You can also access SAS BI Dashboard 4.4 by using this
unresolved link: http://server:port/SASBIDashboard.
130 Chapter 18 / SAS BI Dashboard
 131

19
SAS BI Portal

Determining Your Update Path for SAS BI Portal . . . . . . . . . . . . . . . . 131

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 131
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

SAS BI Portal 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Determining Your Update Path for SAS

BI Portal

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.4 (SAS 9.4) 4.4_M1 (SAS To upgrade to the latest release of SAS BI Portal
9.4_M1), 4.4_M2 4.4, see “Install and Configure a Software
(SAS 9.4_M2), Update” on page 69.
4.4_M3 (SAS
9.4_M3)

4.4_M1 (SAS 4.4_M2, (SAS

9.4_M1), 4.4_M2 9.4_M2), 4.4_M3
(SAS 9.4_M2) (SAS 9.4_M3)
132 Chapter 19 / SAS BI Portal

Migrating to SAS 9.4

To run SAS BI Portal 4.4, you must be running SAS 9.4. You can migrate to SAS 9.4, or
you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.31, 4.31_M1, 4.4, 4.4_M1, To migrate to a new release, see SAS 9.4
4.31_M2 (SAS 9.3) 4.4_M2, 4.4_M3 Intelligence Platform: Migration Guide. To create
4.3 (SAS 9.2_M3) (SAS 9.4) a new deployment, see SAS 9.4 Intelligence
Platform: Installation and Configuration Guide.

4.4, 4.4_M1, 4.4, 4.4_M1, To migrate within the same SAS release, follow
4.4_M2 (SAS 9.4) 4.4_M2 , 4.4_M3 the steps in SAS 9.4 Intelligence Platform:
(SAS 9.4) Migration Guide.

4.4_M3 (SAS 9.4) 4.4_M3 (SAS 9.4) To migrate within the same release, follow the
steps in SAS 9.4 Intelligence Platform: Migration
Guide.

SAS BI Portal 4.4

SAS BI Portal 4.4 shipped in July 2013 and runs on SAS 9.4.
 133

20
SAS Business Data Network

About SAS Business Data Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

SAS Business Data Network 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

About SAS Business Data Network

SAS Business Data Network initially shipped in November 2014. It is an application that
enables you to manage a business data term list. SAS Business Data Network supports
a collaborative approach to managing the following information:
n descriptions of business terms, including their requirements and attributes
n related source data and reference data
n contacts (such as technical owners, business owners, and interested parties)
n relationships between terms and processes (such as Data Management Studio jobs,
services, and business rules)

By linking terms to business rules and data monitoring processes, SAS Business Data
Network provides a single entry point for all data consumers to better understand their
data. Data stewards, IT staff, and enterprise architects can use the terms to promote a
common vocabulary across projects and business units. Permissions can be set to
allow only specific users to access and control the data in SAS Business Data Network.
134 Chapter 20 / SAS Business Data Network

SAS Business Data Network also provides workflow support that enables you to divide
the responsibilities for creating, reviewing, and approving terms among the members of
your team. In this way, each role can be fulfilled by the most qualified member of the
team.

For more information, see the software product page for SAS Business Data Network.

SAS Business Data Network 3.1

This product is new for SAS 9.4. To determine whether SAS Business Data Network is
in your order, review your Software Order Email or the SAS Order Information file. For
more information, see Chapter 8, “Reviewing Your Software Order,” on page 53.

If SAS Business Data Network is in your order, you must run the SAS Deployment
Wizard a second time to add SAS Business Data Network to your deployment. For
more information, see “Adding a New Product” on page 87.
 135

21
SAS Business Rules Manager

Determining Your Update Path for SAS Business

Rules Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 135
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

SAS Business Rules Manager 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

SAS Business Rules Manager 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Determining Your Update Path for SAS

Business Rules Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Business Rules Manager 2.1, 2.2, and 3.1 run on SAS 9.4.
136 Chapter 21 / SAS Business Rules Manager

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.2 (SAS 9.4_M2), 1 Before you upgrade, see “SAS Business Rules
3.1 (SAS 9.4_M3) Manager 2.2” on page 137 and “SAS
Business Rules Manager 3.1” on page 138.
2 To upgrade to the latest release of SAS
Business Rules Manager, see “Install and
Configure a Software Update” on page 69.
3 Complete the post-installation configuration
steps in SAS Business Rules Manager:
Administrator’s Guide.

2.2 (SAS 9.4_M2) 3.1 (SAS 9.4_M3) 1 Before you upgrade, see “SAS Business Rules
Manager 3.1” on page 138.
2 To upgrade to the latest release of SAS
Business Rules Manager, see “Install and
Configure a Software Update” on page 69.
3 Complete the post-installation configuration
steps in SAS Business Rules Manager:
Administrator’s Guide.

Migrating to SAS 9.4

To run SAS Business Rules Manager 2.1 or 2.2, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.
 SAS Business Rules Manager 2.2 137

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

1.2 (SAS 9.3_M2) 2.1 (SAS 9.4), 2.2 1 Before you upgrade, see “SAS Business Rules
(SAS 9.4_M2), Manager 2.2” on page 137 and “SAS
3.1_(SAS 9.4_M3) Business Rules Manager 3.1” on page 138.
2 To migrate to the new release, see SAS
Business Rules Manager: Administrator’s
Guide. To create a new deployment, see SAS
9.4 Intelligence Platform: Installation and
Configuration Guide.

2.1 (SAS 9.4), 2.2 2.2 (SAS 9.4_M2), To migrate to the latest release of SAS Business
(SAS 9.4_M2) 3.1 (SAS 9.4_M3) Rules Manager, see SAS Business Rules
Manager: Administrator’s Guide.

3.1 (SAS 9.4_M3) 3.1 (SAS 9.4_M3) To migrate within the same release, see SAS
Business Rules Manager: Administrator’s Guide.

SAS Business Rules Manager 2.2

If you are upgrading from a previous release of SAS Business Rules Manager, note
these changes:
n Business contexts have been removed.
n The Designer and Definitions workspaces have been consolidated. Users do not
have to switch between workspaces.
n The Business Rules Manager Users group is no longer created during the
installation process. The Decision Manager Users group is created instead.
n Rule flow tests and test results are now saved in the file system. Users can delete
test cases, including the test results, that are no longer needed. Administrators can
delete test results directly from the file system.
138 Chapter 21 / SAS Business Rules Manager

In addition, SAS Business Rules Manager 2.2 provides new features and
enhancements that enable you to perform these tasks:
n create libraries and register tables in the SAS Metadata Repository
n send rule flows through approval workflows and track workflow tasks
n manage versions of rule sets and rule flows
n create rule flows as stored processes
n run a wizard to generate and import vocabularies, rule sets, and rule flows from an
input data source by using the Decision Tree, Scorecard, Market Basket Analysis, or
Recency Frequency Monetary discovery techniques
n execute rule flows inside the databases by using the SAS In-Database Code
Accelerator for Teradata and Greenplum
n selectively include rule sets in a rule flow
n display the terms and lookup tables that are used in a rule set
n import terms from an input data table
n search for rule sets by term

SAS Business Rules Manager 3.1

SAS Business Rules Manager 3.1 runs on the third maintenance release for SAS 9.4.

Beginning with SAS Business Rules Manager 3.1, the rule set editor does not
automatically add the term name in an expression that begins with a minus sign (–). For
example, if you enter -10 for term, SAS Business Rules Manager interprets this as
term = -10. (The behavior for positive values has not changed. The value +10 is still
interpreted as term = term +10.)

For more information, see the software product page for SAS Business Rules Manager.
 139

22
SAS/CONNECT

Determining Your Update Path for SAS/CONNECT . . . . . . . . . . . . . . 140

Upgrading to an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . 140
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

SAS/CONNECT 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

SAS/CONNECT 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

SAS/CONNECT 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

SAS/CONNECT 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

140 Chapter 22 / SAS/CONNECT

Determining Your Update Path for

SAS/CONNECT

Upgrading to an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4, 9.4_M1, 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS/CONNECT

9.4_M2 9.4_M3 9.4_M1” on page 142, “SAS/CONNECT
9.4_M2” on page 142, and “SAS/CONNECT
9.4_M3” on page 142 (if appropriate).
2 To upgrade to the latest release of
SAS/CONNECT 9.4, see “Install and
Configure a Software Update” on page 69.
 SAS/CONNECT 9.4 141

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS/CONNECT 9.4”
9.3_M2 9.4_M2, 9.4_M3 on page 141, “SAS/CONNECT 9.4_M1” on
page 142, “SAS/CONNECT 9.4_M2” on page
142, and “SAS/CONNECT 9.4_M3” on page
142 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for
SAS/CONNECT

SAS/CONNECT 9.4
The following SAS/CONNECT spawner options are no longer supported:
n –TIMESTAMP
n –LOGEVENTS
n –SECURITY | –NOSECURITY
n –DELETE
142 Chapter 22 / SAS/CONNECT

The following SAS/CONNECT spawner options have been replaced:

n CNTSPAWN replaces the deprecated SPAWNER command (in Windows operating
environments) and the deprecated SASTCPD command (in UNIX and z/OS
operating environments) as the new spawner start-up command.
n –UNINSTALL replaces the –DELETE option.
n –LOGCONFIGLOC replaces the –LOGEVENTS and –TIMESTAMP options.
n –SSPI authentication is no longer enabled by default on the SAS/CONNECT
spawner.

SAS/CONNECT 9.4_M1
In December 2013, SAS shipped the first maintenance release for SAS 9.4, which
includes the new LOCKDOWN statement and LOCKDOWN system option. With
LOCKDOWN, SAS server administrators can create a restricted environment in which
the SAS client has access to a limited set of directories and files. All other directories
and files are inaccessible. In addition to there being access restrictions on directories
and files, there are restrictions on how SAS/CONNECT users can sign on when running
SAS in a locked-down state. For more information about the LOCKDOWN feature in
SAS/CONNECT, see “Locked-Down SAS Sessions” in SAS/CONNECT User’s Guide.

SAS/CONNECT 9.4_M2
In August 2014, SAS shipped the second maintenance release for SAS 9.4.

SAS/CONNECT 9.4_M3
In July 2015, SAS shipped the third maintenance release for SAS 9.4.
 143

23
SAS Contextual Analysis

Determining Your Update Path for SAS Contextual Analysis . . 143

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 143
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

About SAS Contextual Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Determining Your Update Path for SAS

Contextual Analysis

Upgrading an Existing SAS 9.4 Deployment

SAS Contextual Analysis 12.3, 13.2, and 14.1 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4), 13.2 (SAS 1 Before you upgrade, see “About SAS
13.2 (SAS 9.4_M2) 9.4_M2); 14.1 and Contextual Analysis” on page 144.
14.1_M1 (SAS
9.4_M3) 2 To upgrade to the latest release of SAS
Contextual Analysis, see “Install and Configure
a Software Update” on page 69.
144 Chapter 23 / SAS Contextual Analysis

Migrating to SAS 9.4

To run SAS Contextual Analysis 13.2 and 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

13.2 (SAS 9.4_M2) 13.2 (SAS For more information, contact your SAS account
9.4_M2); 14.1 and representative.
14.1_M1 (SAS
9.4_M3)

14.1, 14.1M1 (SAS 14.1, 14.1_M1

9.4_M3) (SAS 9.4_M3)

About SAS Contextual Analysis

SAS Contextual Analysis is a web-based categorization application that combines
aspects of the power of SAS Text Miner and components of SAS Enterprise Content
Categorization into a single user interface. Using SAS Contextual Analysis, you can
build classification models that can automatically categorize a set of input documents.
You can modify the text model to meet your needs.

SAS Contextual Analysis enables you to identify key textual topics in your document
collections, automatically generate Boolean linguistic rules, and refine the model and
use it to categorize documents. You can also take advantage of concept extraction
capabilities by writing your own rules. (A concept is a property such as a book title, last
name, city, gender, and so on.)
SAS has shipped these releases:
n SAS Contextual Analysis 12.3 in October 2013
 About SAS Contextual Analysis 145

n SAS Contextual Analysis 13.2 in August 2014

n SAS Contextual Analysis 14.1 in July 2015
n the first maintenance release for SAS Contextual Analysis 14.1 in November 2015
For more information about these releases, contact your SAS account representative
and see the software product page for SAS Contextual Analysis.
146 Chapter 23 / SAS Contextual Analysis
 147

24
SAS Credit Scoring for Banking

Determining Your Update Path for SAS Credit

Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 147
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

About SAS Credit Scoring for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Determining Your Update Path for SAS

Credit Scoring for Banking

Upgrading an Existing SAS 9.4 Deployment

SAS Credit Scoring for Banking 5.3 and 5.4 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.3 (SAS 9.4) 5.4 (SAS 9.4) For more information about how to upgrade to the
latest release, see SAS Credit Scoring for
Banking: Upgrade and Migration Guide.
148 Chapter 24 / SAS Credit Scoring for Banking

Migrating to SAS 9.4

To run SAS Credit Scoring for Banking 5.3 or 5.4, you must be running SAS 9.4. You
can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1, 5.2 (SAS 9.3) 5.3, 5.4 (SAS 9.4) For more information, see SAS Credit Scoring for
Banking: Upgrade and Migration Guide.
5.3 (SAS 9.4) 5.4 (SAS 9.4)

5.4 (SAS 9.4) 5.4 (SAS 9.4)

About SAS Credit Scoring for Banking

SAS shipped these releases of SAS Credit Scoring for Banking:
n SAS Credit Scoring for Banking 5.3 in April 2014
n SAS Credit Scoring for Banking 5.4 in May 2015

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Credit Scoring for Banking.

Note: The documentation for SAS Credit Scoring for Banking is available only to
customers who license this product.
 149

25
SAS Customer Due Diligence

Determining Your Update Path for SAS

Customer Due Diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 149
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

About SAS Customer Due Diligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Determining Your Update Path for SAS

Customer Due Diligence

Upgrading an Existing SAS 9.4 Deployment

SAS Customer Due Diligence 6.1, 6.2, and 6.3 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.2, 6.3 (SAS 9.4) 6.3_M1 (SAS 9.4) For more information about
how to request this new
release and the features that
are available, contact your
SAS account representative.
150 Chapter 25 / SAS Customer Due Diligence

Migrating to SAS 9.4

SAS Customer Due Diligence 6.1, 6.2, and 6.3 run on SAS 9.4.

Current Release at Your Release That You Are

Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.2, 6.3 (SAS 9.4) 6.3_M1 (SAS 9.4) For more information about
how to migrate to the latest
release, contact your SAS
account representative.

About SAS Customer Due Diligence

SAS shipped these releases of SAS Customer Due Diligence:
n SAS Customer Due Diligence 6.1 in November 2013
n SAS Customer Due Diligence 6.2 in April 2014
n SAS Customer Due Diligence 6.3 in January 2015. This release includes some SAS
Visual Analytics components. For more information about how to deploy these
components, see “Adding SAS Visual Analytics to Your Deployment” on page 88.
n the first maintenance release for SAS Customer Due Diligence 6.3 in January 2016

For more information about this release, contact your SAS account representative and
see the product documentation page for SAS Customer Due Diligence.

Note: The documentation for SAS Customer Due Diligence is available only to
customers who license this product.
 151

26
SAS Customer Intelligence

Determining Your Update Path for SAS

Customer Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 151
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

SAS Customer Intelligence 6.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

SAS Customer Intelligence 6.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

SAS Customer Intelligence 6.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Determining Your Update Path for SAS

Customer Intelligence

Upgrading an Existing SAS 9.4 Deployment

SAS Customer Intelligence includes these products:
n SAS Digital Marketing
n SAS Marketing Automation
n SAS Marketing Optimization
n SAS Real-Time Decision Manager
152 Chapter 26 / SAS Customer Intelligence

SAS Customer Intelligence 6.3, 6.4, and 6.5 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 For more information about this release, contact
(SAS 9.4_M3) your SAS account representative.

Migrating to SAS 9.4

To run SAS Customer Intelligence 6.3, 6.4, or 6.5, you must be running SAS 9.4. You
can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 5.41 (SAS 9.3) 6.3, 6.4 (SAS 9.4); For more information about how to request this
6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 To migrate to SAS Customer Intelligence 6.4 or
(SAS 9.4_M3) 6.5, contact your SAS account representative.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same release, see the
documentation for SAS Customer Intelligence.

SAS Customer Intelligence 6.3

These products are included in SAS Customer Intelligence 6.3, which shipped in May
2014:
n SAS Digital Marketing 6.3
 SAS Customer Intelligence 6.5 153

n SAS Marketing Automation 6.3

n SAS Marketing Optimization 6.3
n SAS Real-Time Decision Manager 6.3

SAS Customer Intelligence 6.4

These products are included in SAS Customer Intelligence 6.4, which shipped in March
2015:
n SAS Digital Marketing 6.4
n SAS Marketing Automation 6.4
n SAS Marketing Optimization 6.4
n SAS Real-Time Decision Manager 6.4

SAS Customer Intelligence 6.5

These products are included in SAS Customer Intelligence 6.5, which shipped in June
2016:
n SAS Digital Marketing 6.5
n SAS Marketing Automation 6.5
n SAS Marketing Optimization 6.5
n SAS Real-Time Decision Manager 6.5

For more information about this release, contact your SAS account representative and
see the product documentation page for SAS Customer Intelligence.
Note: The documentation for SAS Customer Intelligence is available only to customers
who license this product.
154 Chapter 26 / SAS Customer Intelligence
 155

27
SAS Customer Link Analytics

Determining Your Update Path for SAS

Customer Link Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 155
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

About SAS Customer Link Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Determining Your Update Path for SAS

Customer Link Analytics

Upgrading an Existing SAS 9.4 Deployment

SAS Customer Link Analytics 5.5, 5.6, and 6.5 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

5.5, 5.6 (SAS 9.4) 5.6 (SAS 9.4), 6.5 (SAS For more information about
9.4_M3) how to request this new
release and the features that
are available, contact your
SAS account representative.
156 Chapter 27 / SAS Customer Link Analytics

Migrating to SAS 9.4

Current Release at Your Release That You Are
Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

5.5 , 5.6 (SAS 9.4) 5.6 (SAS 9.4); 6.5 (SAS For more information about
9.4_M3) how to migrate to the latest
release, contact your SAS
6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) account representative.

About SAS Customer Link Analytics

SAS has shipped these releases of SAS Customer Link Analytics:
n SAS Customer Analytics 5.5 shipped in March 2014.
n SAS Customer Link Analytics 5.6 shipped in February 2015. This release includes
some SAS Visual Analytics components. For more information about how to deploy
these components, see “Adding SAS Visual Analytics to Your Deployment” on page
88.
n SAS Customer Link Analytics 6.5 shipped in June 2016.

For the product documentation, see the product documentation page for SAS Customer
Link Analytics.

Note: The documentation for SAS Customer Link Analytics is available only to
customers who license this product.
 157

28
SAS and DataFlux

About SAS and DataFlux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Migrating SAS Enterprise Data Integration Server to SAS 9.4 . 159

Migration Issue for SAS Data Management . . . . . . . . . . . . . . . . . . . . . . . . 160

Determining Your Update Path for DataFlux Products . . . . . . . . . . 160

DataFlux Authentication Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

DataFlux Authentication Server 4.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
DataFlux Authentication Server 4.1_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

DataFlux Data Management Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

DataFlux Data Management Server 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
DataFlux Data Management Server 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

DataFlux Data Management Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

DataFlux Data Management Studio 2.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
DataFlux Data Management Studio 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

DataFlux Secure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

DataFlux Secure 2.41 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
DataFlux Secure 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
DataFlux Secure 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

DataFlux Web Studio 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

158 Chapter 28 / SAS and DataFlux

About SAS and DataFlux

SAS has fully integrated the DataFlux suite of data quality, data integration, data
governance, and master data management solutions. Incorporating the DataFlux brand
into SAS helps customers build a more integrated information management approach
that goes beyond data management and governance to support analytics and decision
management.

Some DataFlux products are being enhanced and changing their names to SAS, and
others will in the future. For example, in the SAS 9.4 release, DataFlux Federation
Server has been enhanced and become SAS Federation Server. In this release, SAS
has also created new web-based products that include new features and some
functionality from earlier DataFlux products, such as SAS MDM for master data
management. Certain SAS data management offerings include these newer versions of
the SAS products.
Instead of being licensed separately, DataFlux products are now part of SAS software
offerings that include other SAS products as well. For example, the SAS Data
Management offering includes Base SAS and the SAS Metadata Server as well as
DataFlux Data Management Studio and Data Management Server.

These DataFlux products are now part of SAS software offerings:

n DataFlux Authentication Server
n DataFlux Data Management Server
n DataFlux Data Management Studio
n DataFlux Expression Language
n DataFlux Quality Knowledge Base for Contact Information (See also SAS Quality
Knowledge Base.)
n DataFlux Quality Knowledge Base for Product Data (See also SAS Quality
Knowledge Base.)
n DataFlux Secure
 Migrating SAS Enterprise Data Integration Server to SAS 9.4 159

n DataFlux Web Studio

In certain SAS data management offerings, the following SAS products replace older
DataFlux products:
n SAS Event Stream Processing Engine
n SAS Federation Server, which includes SAS Federation Server Manager and SAS
Drivers for Federation Server
n SAS MDM, which includes new products such as SAS Data Remediation and SAS
Task Manager

The following DataFlux products are still supported but are used only in earlier software
releases:
n DataFlux dfPower Studio and DataFlux Integration Server
n DataFlux Event Stream Processing Engine
n DataFlux Federation Server, which includes DataFlux Federation Server Manager
and DataFlux Drivers for ODBC and JDBC.
n DataFlux qMDM Solution

For more information, see product names that being with “DataFlux” on the SAS
Product Documentation page.

For more information, see the product-specific software pages in the SAS Product
Listing: Index A-Z.

Migrating SAS Enterprise Data

Integration Server to SAS 9.4
In SAS 9.4, the SAS Data Management Standard 2.41 offering replaces the SAS
Enterprise Data Integration Server offering. For more information, see the software
product page for SAS Data Management and SAS Data Integration Server.
160 Chapter 28 / SAS and DataFlux

SAS Enterprise Data Integration Server included SAS/SHARE, but the SAS Data
Management Standard offering does not. As a result, your source environment might
include SAS/SHARE, but your migrated SAS 9.4 environment will not.

Note: In SAS Management Console, if you see a SAS/SHARE server in the metadata,
this server reference is a remnant from the source environment. No SAS/SHARE server
is listed in the SAS configuration directory.

If you want to continue using SAS/SHARE, contact your SAS account representative. If
your site is licensed for SAS/SHARE, work with your SAS account representative to
include SAS/SHARE in your software order.

Migration Issue for SAS Data

Management
If you are migrating and getting SAS Data Management or any components for SAS
Data Management (such as SAS Job Monitor, SAS Task Manager, SAS Data
Remediation, or SAS Visual Process Orchestration) for the first time, you might
encounter migration failures in the November 2014 release of SAS 9.4 (SAS 9.4, Rev.
940_14w47). For more information, see SAS Note 54631.

Determining Your Update Path for

DataFlux Products
To upgrade from a previous release, complete the steps described in your product’s
installation and configuration guide or in the product’s administrator’s guide.
 DataFlux Authentication Server 161

DataFlux Authentication Server

DataFlux Authentication Server 4.1

The DataFlux Authentication Server 4.1 software is now required for use with SAS
Federation Server and DataFlux Web Studio Server only. Other DataFlux clients and
servers can use the DataFlux Authentication Server 4.1 software as they did in previous
releases.

The installation process for the UNIX and Linux operating environments now configures
host authentication. Formerly, this configuration process took place after installation.
Now, after installation, you can reconfigure authentication as needed, as described in
DataFlux Authentication Server 4.1 Administrator’s Guide.
You use the SAS Deployment Wizard to configure the metadata for DataFlux
Authentication Server 4.1 and SAS Federation Server 4.1. However, because no
metadata existed for these products before the 4.1 release, you must run the SAS
Deployment Wizard twice to upgrade from the 3.2 release to the 4.1 release.

During the first run, the SAS Deployment Wizard applies any maintenance releases and
installs any product updates. Run the SAS Deployment Wizard a second time to
complete the configuration steps for DataFlux Authentication 4.1 and SAS Federation
Server 4.1.

DataFlux Authentication Server 4.1_M1

Before you upgrade to the first maintenance release for DataFlux Authentication Server
4.1, SAS Foundation must be installed on the same machine as the DataFlux
Authentication Server.

Starting with the first maintenance release, the DataFlux Authentication Server is
required only by DataFlux Web Studio and DataFlux Web Studio Server.
In the first maintenance release for DataFlux Authentication Server 4.1, you can use the
ASExport procedure to export users and groups from the DataFlux Authentication
162 Chapter 28 / SAS and DataFlux

Server to the SAS Metadata Server. However, to use the ASExport procedure, you must
also be running the third maintenance release for SAS 9.4.

For more information about the first maintenance release for DataFlux Authentication
Server 4.1 and the ASExport procedure, see DataFlux Authentication Server 4.1
Administrator’s Guide, Second Edition.

DataFlux Data Management Server

DataFlux Data Management Server 2.5

The DataFlux Data Management Server 2.5 supports the ability to authenticate users
against the SAS Metadata Repository. Beginning with SAS 9.4, the SAS Metadata
Server can be configured to run in a clustered node in order to support high availability.
However, the DataFlux Data Management Server 2.5 is not aware of metadata server
clusters. Therefore, it connects to the host and port address of a single node in the
cluster. This configuration works as expected as long as the addressed node is running.

DataFlux Data Management Server 2.7

DataFlux Data Management Server 2.7 uses the SAS Metadata Server exclusively to
support authentication and authorization. Included is support for accessing a clustered
SAS Metadata Server.

Metadata for individual instances of DataFlux Data Management Server 2.7 is now
created automatically on the SAS Metadata Server during installation. The server
instances can be updated to revise parts of the server configuration. Server instances
are no longer manually registered in DataFlux Data Management Studio. The primary
administrative interface for DataFlux Data Management Server remains in DataFlux
Data Management Studio.
Software upgrades can now be installed by updating the existing installed location of the
previous release (no manual migration). You can also choose to perform a SAS
Migration Utility migration and then manually migrate any files that are not automatically
migrated by the SAS Migration Utility.
 DataFlux Data Management Studio 163

If you are moving from a DataFlux Authentication Server to a SAS Metadata Server, a
new utility is available to move the content for the DataFlux Data Management Server.
The dftool utility updates the local security files to replace DataFlux Authentication
Server IDs with SAS Metadata Server IDs.

FIPS compliance for SOAP client connections is now available as a security

enhancement for the DataFlux Data Management Server.

DataFlux Data Management Studio

DataFlux Data Management Studio 2.6

Previous releases of DataFlux Data Management Studio included administrative
interfaces for DataFlux Business Data Network. These interfaces have been removed.
DataFlux Business Data Network has been replaced by a new web client, SAS
Business Data Network. For more information, see Chapter 20, “SAS Business Data
Network,” on page 133.

Similarly, previous releases of DataFlux Data Management Studio exported lineage

information to DataFlux Business Data Network. DataFlux Data Management Studio
now exports lineage information to a new web client, SAS Lineage Viewer. For more
information, see Chapter 63, “SAS Lineage,” on page 315.

DataFlux Data Management Studio 2.7

In earlier releases of DataFlux Data Management Studio, connections to SAS
Federation Server or DataFlux Data Management Server can use the DataFlux
Authentication Server. These connections are not available in DataFlux Data
Management Studio 2.7. You must create new connections to SAS Federation Server or
DataFlux Data Management Server that use the SAS Metadata Server. For more
information, see the product documentation page for DataFlux Data Management
Server and the product documentation page for SAS Federation Server.
164 Chapter 28 / SAS and DataFlux

DataFlux Secure

DataFlux Secure 2.41

DataFlux Secure 2.41 is now installed as part of the regular installation process for
these products:
n DataFlux Authentication Server 2.41
n DataFlux Data Management Server 2.41
n DataFlux Data Management Studio 2.41
n DataFlux Web Studio 2.41
n DataFlux Web Studio Server 2.41
n SAS Federation Server 3.2
n SAS Federation Server Client 3.2
n SAS Federation Server Manager 3.2

DataFlux Secure is installed in a disabled state. If you have not used DataFlux Secure
before, and if you do not want to use it now, then do not change your previous
configuration files as you move them forward into 2.41.

If you have used DataFlux Secure before, then you need to configure all of your
products to enable the provided security features. To enable and configure DataFlux
Secure, see DataFlux Secure: Administrator’s Guide.

If you want to configure DataFlux Secure for the first time, you need to enable and
configure DataFlux Secure on all instances of the products listed earlier. Global
enablement ensures that the same level of protection is provided for all of your servers,
clients, and network connections.
 DataFlux Secure 165

DataFlux Secure 2.5

DataFlux Secure 2.5 applies to these products:
n DataFlux Authentication Server 4.1
n DataFlux Data Management Server 2.5
n DataFlux Data Management Studio 2.5
n DataFlux Web Studio 2.5
n DataFlux Web Studio Server 2.5
n SAS Federation Server 4.1
n SAS Federation Server Client 4.1
n SAS Federation Server Manager 4.1
n SAS Visual Process Orchestration 2.1 Runtime Server
n SAS Visual Process Orchestration 2.1 Web Client

DataFlux Secure 2.5 is installed in a disabled state. To enable and configure DataFlux
Secure, see DataFlux Secure: Administrator’s Guide.

DataFlux Authentication Server now provides automated configuration of authentication

in UNIX and Linux installations. The server now starts automatically after all
installations. The server also now enables the generation of user names, in log files,
instead of metadata IDs. And the server does not start if a port number is not specified
during installation. Administrators can now add users with the ASBATCH utility and the
AdminLoginManagementPolicy option.

DataFlux Secure 2.7

DataFlux Secure 2.7 applies to these products:
n DataFlux Authentication Server 4.1
n DataFlux Data Management Server 2.7
166 Chapter 28 / SAS and DataFlux

n DataFlux Data Management Studio 2.7

n DataFlux Web Studio 2.5
n DataFlux Web Studio Server 2.5
n SAS Federation Server 4.2
n SAS Visual Process Orchestration 2.1 Runtime Server
n SAS Visual Process Orchestration 2.1 Web Client

DataFlux Secure is installed in a disabled state. To enable and configure DataFlux

Secure, see DataFlux Secure: Administrator’s Guide.

DataFlux Secure now offers FIPS compliance for SOAP client connections in DataFlux
Data Management Server and DataFlux Data Management Studio.

DataFlux Web Studio 2.5

n If you update DataFlux Web Studio 2.4.1 to DataFlux Web Studio 2.5 and DataFlux
Data Management Studio 2.5 to DataFlux Management Studio 2.6 at the same time,
you must add the following options to the app.cfg file for the DataFlux Web Studio
Server. If you do not add these options, DataFlux Web Studio Server will not start
after you upgrade the software.
o BASE/REPOS_VERSION_ACCEPT_LOW=8
o BASE/REPOS_VERSION_ACCEPT_HIGH=8
n DataFlux Web Studio 2.5 no longer contains the Business Data Network module.
SAS Business Data Network 3.1 and SAS Lineage 3.1 are available as separate
products. For more information, see Chapter 20, “SAS Business Data Network,” on
page 133 and Chapter 63, “SAS Lineage,” on page 315.
n If you are running DataFlux Web Studio 2.5 in conjunction with DataFlux Data
Management Studio 2.7, you must register the Web Studio Server in SAS
Management Console. For more information, see the product Help for SAS
Management Console.
 DataFlux Web Studio 2.5 167

This step must be performed for both new installations and for existing installations.
After the Web Studio Server is in SAS Management Console, this server appears in
the Data Management Servers riser in DataFlux Data Management Studio.
168 Chapter 28 / SAS and DataFlux
 169

29
SAS Data Integration Studio

Determining Your Update Path for SAS Data

Integration Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Updating an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . . . 170

SAS Data Integration Studio 4.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

SAS Data Integration Studio 4.7_M1 and 4.8 . . . . . . . . . . . . . . . . . . . . . . 172

SAS Data Integration Studio 4.7_M2 and 4.9 . . . . . . . . . . . . . . . . . . . . . . 172

170 Chapter 29 / SAS Data Integration Studio

Determining Your Update Path for SAS

Data Integration Studio

Updating an Existing SAS 9.4 Deployment

SAS Data Integration Studio 4.7, 4.8, and 4.9 run on SAS 9.4.

Release That You

Current Release Are Upgrading
at Your Site To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.7 (SAS 9.4) 4.8 (SAS 9.4_M1), 1 Before you upgrade, see “SAS Data Integration
4.9 (SAS 9.4_M2), Studio 4.7_M1 and 4.8” on page 172 and “SAS
4.901 (SAS Data Integration Studio 4.7_M2 and 4.9” on
9.4_M3) page 172 (if appropriate).
2 To upgrade to SAS Data Integration Studio 4.8
or 4.9, see “Install and Configure a Software
Update” on page 69.

4.8 (SAS 9.4_M1) 4.9 (SAS 9.4_M2), 1 Before you upgrade, see “SAS Data Integration
4.901 (SAS Studio 4.7_M2 and 4.9” on page 172.
9.4_M3)
2 To upgrade to SAS Data Integration Studio 4.9,
see “Install and Configure a Software Update”
on page 69.

Migrating to SAS 9.4

To run SAS Data Integration Studio 4.7, 4.8, or 4.9, you must be running SAS 9.4. You
can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.
 SAS Data Integration Studio 4.7 171

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.6 (SAS 9.3) 4.7 (SAS 9.4), 4.8 1 Before you upgrade, see “SAS Data Integration
(SAS 9.4_M1), 4.9 Studio 4.7” on page 171, “SAS Data
(SAS 9.4_M2), Integration Studio 4.7_M1 and 4.8” on page
4.901 (SAS 172 , and “SAS Data Integration Studio 4.7_M2
9.4_M3) and 4.9” on page 172 (if appropriate).
2 To migrate to SAS 9.4, see SAS 9.4 Intelligence
Platform: Migration Guide. To create a new
deployment, see SAS 9.4 Intelligence Platform:
Installation and Configuration Guide.

SAS Data Integration Studio 4.7

In releases prior to SAS Data Integration Studio 4.5, error tables for Data Validation
transformations were not specified with a full path. In these earlier releases, the path
was specified as a text string that contained the libref and table name. This text string
no longer suffices to specify the error table.

SAS Data Integration Studio 4.5 (and later) provides two ways to register an error table
in metadata:
n Use the Error & Exception tab in the properties window for the transformation.
n Right-click on the transformation and select Add Error Table.

After you have registered an error table in the metadata, complete these steps:

1 Double-click the port for the error table (the second port in the hierarchy of ports on
the Data Validation transformation).

2 Click the Physical Storage tab.

3 Specify the name of an error table and point to the library in which it is registered.
This name could be the name of the error table for the job that you migrated.
172 Chapter 29 / SAS Data Integration Studio

4 Save your changes.

SAS Data Integration Studio 4.7_M1 and

4.8
SAS Data Integration Studio 4.7_M1 is actually SAS Data Integration Studio 4.8, which
shipped in December 2013. When you upgrade to SAS Data Integration Studio 4.8, the
SAS Deployment Wizard and the deployment registry list the release number as
4.7_M1. However, after you install SAS Data Integration Studio, the release number that
appears in the software is 4.8.

SAS Data Integration Studio 4.7_M2 and

4.9
SAS Data Integration Studio 4.7_M2 is actually SAS Data Integration Studio 4.9, which
shipped in August 2014. When you upgrade to SAS Data Integration Studio 4.9, the
SAS Deployment Wizard and the deployment registry list the release number as
4.7_M2. However, after you install SAS Data Integration Studio, the release number that
appears in the software is 4.9.

You cannot use the Analyze in Web Viewer option in SAS Data Integration Studio
unless the SAS Lineage web client is installed. If the SAS Lineage web client is
available on your network, you can use it to display lineage for tables and external files
that are used in SAS Data Integration Studio. For more information, see Chapter 63,
“SAS Lineage,” on page 315.
 173

30
SAS Data Quality Accelerator for
Teradata

Determining Your Update Path for SAS Data

Quality Accelerator for Teradata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 174
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

SAS Data Quality Accelerator 2.5 for Teradata . . . . . . . . . . . . . . . . . . . . 175

SAS Data Quality Accelerator 2.6 for Teradata . . . . . . . . . . . . . . . . . . . . 175

174 Chapter 30 / SAS Data Quality Accelerator for Teradata

Determining Your Update Path for SAS

Data Quality Accelerator for Teradata

Upgrading an Existing SAS 9.4 Deployment

SAS Data Quality Accelerator 2.4, 2.5, and 2.6 for Teradata run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.4 (SAS 9.4) 2.5, 2.6 (SAS 9.4) 1 Before you upgrade, see “SAS Data Quality
Accelerator 2.5 for Teradata” on page 175 and
“SAS Data Quality Accelerator 2.6 for
Teradata” on page 175 (if appropriate).
2 To upgrade to the latest release of SAS Data
Quality Accelerator for Teradata, see “Install
and Configure a Software Update” on page 69.

2.5 (SAS 9.4) 2.6 (SAS 9.4) 1 Before you upgrade, see “SAS Data Quality
Accelerator 2.6 for Teradata” on page 175.
2 To upgrade to SAS Data Quality Accelerator
2.6 for Teradata, see “Install and Configure a
Software Update” on page 69.

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.4, 2.5 (SAS 9.4) 2.5, 2.6 (SAS 9.4) To migrate within the same SAS release, see SAS
In-Database Products: Administrator’s Guide.
 SAS Data Quality Accelerator 2.6 for Teradata 175

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.6 (SAS 9.4) 2.6 (SAS 9.4) To migrate within the same release, see SAS In-
Database Products: Administrator’s Guide.

SAS Data Quality Accelerator 2.5 for

Teradata
SAS Data Quality Accelerator 2.5 for Teradata shipped in March 2014. Here are the
changes to the existing stored procedures:
n The session-based stored procedures have been retired. The accelerator now
provides one set of data quality stored procedures, which specify the locale as a
stored procedure parameter. To use the locale value set with DQ_SET_LOCALE(),
customers specify NULL in the locale parameter.
n The data quality stored procedure syntax has been changed such that optional
parameters are specified at the end of the syntax specification.

To remove the session-based variants and use the new syntax, you need to rewrite your
existing client programs.

SAS Data Quality Accelerator 2.6 for

Teradata
SAS Data Quality Accelerator 2.6 for Teradata shipped in February 2015. SAS Data
Quality Accelerator 2.6 for Teradata includes internal enhancements that provide
improved memory management and streamline the software infrastructure. For more
information, see the software product page for SAS Data Quality Accelerator.
176 Chapter 30 / SAS Data Quality Accelerator for Teradata
 177

31
SAS Data Quality Server

Determining Your Update Path for SAS Data Quality Server . . . 177
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 177
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

SAS 9.4 Data Quality Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Determining Your Update Path for SAS

Data Quality Server

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4, 9.4_M1, 9.4_M3 1 Before you upgrade, see “SAS 9.4 Data
9.4_M2 Quality Server” on page 178.
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.
178 Chapter 31 / SAS Data Quality Server

Migrating to SAS 9.4

To run SAS Data Quality Server 9.4, you must be running SAS 9.4 You can migrate to
SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4 1 Before you migrate, see “SAS 9.4 Data Quality
9.3_M2 Server” on page 178.
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS Data
Quality Server

SAS 9.4 Data Quality Server

The SAS integration of DataFlux products has resulted in resource changes that might
affect SAS Data Quality customers. For technical support, licensing (new and renewals),
and downloads, as well as documentation and training, customers now use the
resources on the SAS Support site. The MyDataFlux Portal is no longer supported.
In SAS 9.3, all functions and procedures that contain the DQSRV prefix were
deprecated. The DQSRV functions were used with the DataFlux Integration Server.
However, the DMSRV functions support the DataFlux Data Management Server.
 179

32
SAS Data Remediation

Determining Your Update Path for SAS Data Remediation . . . . . 179

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 179
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

About SAS Data Remediation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Determining Your Update Path for SAS

Data Remediation

Upgrading an Existing SAS 9.4 Deployment

SAS Data Remediation 2.1 and 2.2 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.1_M1 (SAS 2.2 (SAS 9.4) For more information about this release, contact
9.4) your SAS account representative.

Migrating to SAS 9.4

SAS Data Remediation 2.1 is a new product that runs on SAS 9.4.
180 Chapter 32 / SAS Data Remediation

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.1_M1 (SAS 2..2 (SAS 9.4) To migrate to SAS Data Remediation 2.2, see
9.4) SAS MDM: Administrator’s Guide.

2.2 (SAS 9.4) 2.2 (SAS 9.4) To migrate within the same release, see SAS
MDM: Administrator’s Guide.

About SAS Data Remediation

SAS shipped these releases of SAS Data Remediation:
n the first maintenance release for SAS Data Remediation 2.1 in April 2014
n SAS Data Remediation 2.2 in March 2015
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Data Remediation.
 181

33
SAS Decision Manager

Determining Your Update Path for SAS Decision Manager . . . . 181

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 181
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

SAS Decision Manager 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

SAS Decision Manager 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Determining Your Update Path for SAS

Decision Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Decision Manager 2.1, 2.2, and 3.1 run on SAS 9.4.
182 Chapter 33 / SAS Decision Manager

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.2 (SAS 9.4_M2) 1 Before you upgrade, see “SAS Decision
Manager 2.2” on page 183.
2 To upgrade to the latest release of SAS
Decision Manager, see “Install and Configure a
Software Update” on page 69.
3 Complete the post-upgrade steps in SAS
Decision Manager: Administrator’s Guide .

2.2 (SAS 9.4_M2) 3.1 (SAS 9.4_M3) 1 Before you upgrade, see “SAS Decision
Manager 3.1” on page 183.
2 To upgrade to the latest release of SAS
Decision Manager, see “Install and Configure a
Software Update” on page 69.
3 Complete the post-upgrade steps in SAS
Decision Manager: Administrator’s Guide.

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4), 2.2 2.2 (SAS 9.4_M2), To migrate to the latest release of SAS Decision
(SAS 9.4_M2) 3.1 (SAS 9.4_M3) Manager, see SAS Decision Manager:
Administrator’s Guide.

3.1 (SAS 9.4_M3) 3.1 (SAS 9.4_M3) To migrate within the same release, see SAS
Decision Manager: Administrator’s Guide.
 SAS Decision Manager 3.1 183

SAS Decision Manager 2.2

If you are upgrading to SAS Decision Manager 2.2, note these changes:
n Business contexts have been removed.
n The Designer and Definitions workspaces have been consolidated. Users do not
have to switch between workspaces.
n The Business Rules Manager Users group is no longer created during the
installation process. The Decision Manager Users group is created instead.
n Rule flow tests and test results are now saved in the file system. Users can delete
test cases, including the test results, that are no longer needed. Administrators can
delete test results directly from the file system.
n Decision flow functionality is not available in SAS Decision Manager 2.2, but is
available in SAS Real-Time Decision Manager.
n The full functionality of the SAS Model Manager Java Client application and the
Workflow Console web-based application have been integrated into SAS Decision
Manager 2.2.

SAS Decision Manager 3.1

SAS Decision Manager 3.1 runs on the third maintenance release for SAS 9.4.

Beginning with SAS Decision Manager 3.1, the rule set editor does not automatically
add the term name in an expression that begins with a minus sign (–). For example, if
you enter -10 for term, SAS Decision Manager interprets this as term = -10. (The
behavior for positive values has not changed. The value +10 is still interpreted as term
= term +10.)

For more information, see the software product page for SAS Decision Manager.
184 Chapter 33 / SAS Decision Manager

Starting in March 2016, SAS Micro Analytic Services (which is shipped with SAS
Decision Manager) is available. When you upgrade SAS Decision Manager, you might
see new prompts for licensing and databases. These new prompts are related to Micro
Analytic Services. For more information about these prompts, see SAS Micro Analytic
Services: Programming and Administration Guide. For more information, see Chapter
70, “SAS Micro Analytic Services,” on page 337.
 185

34
SAS Decision Services

Determining Your Update Path for SAS Decision Services . . . . 185

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 185
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

About SAS Decision Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Determining Your Update Path for SAS

Decision Services

Upgrading an Existing SAS 9.4 Deployment

SAS Decision Services 6.2, 6.3, and 6.5 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.2 6..3 (SAS 9.4) 6.3 (SAS 9.4); 6.5 For more information about how to request this
(SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.
186 Chapter 34 / SAS Decision Services

Migrating to SAS 9.4

To run SAS Decision Services 6.2, 6.3, or 6.5, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.6, 5.5, 5.5_M1 6.3, 6.2 (SAS 9.4); For more information about how to request this
(SAS 9.3) 6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.2, 6.3 (SAS 9.4) 6.3 (SAS 9.4); 6.5 For more information about how to request this
(SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same release, see the
documentation for SAS Decision Services 6.5.

About SAS Decision Services

SAS has shipped these releases of SAS Decision Services:
n SAS Decision Services 6.3 shipped in May 2014.
n SAS Decision Services 6.5 shipped in June 2016.

For more information about this release, contact your SAS account representative and
see the product documentation page for SAS Decision Services.

Note: The documentation for SAS Decision Services is available only to customers
who license this product.
 187

35
SAS Digital Marketing

Determining Your Update Path for SAS Digital Marketing . . . . . . 187

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 187
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

About SAS Digital Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Determining Your Update Path for SAS

Digital Marketing

Upgrading an Existing SAS 9.4 Deployment

SAS Digital Marketing 6.3 and 6.4 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 For more information about this release, contact
(SAS 9.4_M3) your SAS account representative.
188 Chapter 35 / SAS Digital Marketing

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 5.41 (SAS 9.3) 6.3, 6.4 (SAS 9.4); For more information about how to request this
6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.3, 6.4 (SAS 9.4) 6.5 (SAS 9.4_M3) To migrate to SAS Digital Marketing 6.5, contact
your SAS account representative.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same release, contact your
SAS account representative.

About SAS Digital Marketing

SAS has shipped these releases of SAS Digital Marketing:
n SAS Digital Marketing 6.3 shipped in May 2014.
n SAS Digital Marketing 6.4 shipped in March 2015.
n SAS Digital Marketing 6.5 shipped in June 2016.
For more information, contact your SAS account representative and see the product
documentation page for SAS Customer Intelligence.

Note: The documentation for SAS Digital Marketing is available only to customers who
license this product.
 189

36
SAS Document Conversion Server

About SAS Document Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . 189

Determining Your Update Path for SAS

Document Conversion Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 190
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

SAS Document Conversion Server 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

SAS Document Conversion Server 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

About SAS Document Conversion Server

The SAS Document Conversion Server is a helper service that extracts plain text from
file formats, so that the text can be analyzed by SAS Text Miner. File formats include
PDF, Microsoft Office (DOC, DOCX, PPT, PPTX, XLS, XLSX), OpenOffice.org (ODT,
ODP, ODS), and RTF. By default, the Text Import node and the %TMFILTER macro
communicate with the SAS Document Conversion Server on TCP port 7111.

For more information about SAS Text Miner, see Chapter 85, “SAS Text Miner,” on page
389.
190 Chapter 36 / SAS Document Conversion Server

Determining Your Update Path for SAS

Document Conversion Server

Upgrading an Existing SAS 9.4 Deployment

SAS Document Conversion Server is installed as part of SAS Text Miner. SAS Text
Miner 12.3 and 13.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

SAS Text Miner SAS Text Miner For more information about how to request this new
12.3 (SAS 13.1 (SAS release and the features that are available, contact
Document Document your SAS account representative.
Conversion Server Conversion To upgrade to SAS Document Conversion Server
12.3) Server 13.1) 13.1, see “SAS Document Conversion Server 13.1”
on page 192.
 SAS Document Conversion Server 12.3 191

Migrating to SAS 9.4

To run SAS Text Miner 12.3 or 13.1, you must be running SAS 9.4. You can migrate to
SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To High-Level Steps and Resources

SAS Text Miner SAS Text Miner For more information about how to request this new
12.1 or 12.1_M1 12.3 or 13.1 release and the features that are available, contact
(SAS Document (SAS Document your SAS account representative.
Conversion Server Conversion To upgrade to SAS Document Conversion Server
12.1 or 12._M1) Server 12.3 or 12.3 or 13.1, see “SAS Document Conversion Server
SAS Text Miner 13.1) 12.3” on page 191 or “SAS Document Conversion
5.1_M1 (SAS Server 13.1” on page 192.
Document
Conversion Server
5.1_M1)

SAS Document Conversion Server 12.3

SAS Document Conversion Server 12.3 is automatically installed when you upgrade to
SAS Text Miner 12.3. For more information about prerequisites, how to operate the SAS
Document Conversion Server, and how to change the port, see the
SAS_Document_Conversion_readme.pdf in the ReadMeFiles directory in your SAS
Software Depot.

To upgrade to SAS Document Conversion Server 12.3:

1 In the Windows Control panel, use the Add or Remove Programs functionality to
uninstall the SAS Document Conversion Server.

2 Run the SAS Deployment Wizard to update all relevant components, including the
first maintenance release for SAS Text Miner 5.1.
192 Chapter 36 / SAS Document Conversion Server

3 After this installation is complete, run the SAS Deployment Wizard again and install
only the SAS Document Conversion Server.

SAS Document Conversion Server 13.1

SAS Document Conversion Server 13.1 is automatically installed when you upgrade to
SAS Text Miner 13.1. For more information about prerequisites, how to operate the SAS
Document Conversion Server, and how to change the port, see the
SAS_Document_Conversion_readme.pdf in the ReadMeFiles directory in your SAS
Software Depot.
To upgrade to SAS Document Conversion Server 13.1:

1 In the Windows Control panel, use the Add or Remove Programs functionality to
uninstall the SAS Document Conversion Server.

2 Run the SAS Deployment Wizard to update all relevant components, including the
first maintenance release for SAS Text Miner 5.1.

3 After this installation is complete, run the SAS Deployment Wizard again and install
only the SAS Document Conversion Server.

Note: In UNIX operating environments, after you upgrade to SAS Document

Conversion Server 13.1, you have both a 12.3 and a 13.1 directory. To manage your
installation of SAS Document Conversion Server, use the scripts in the new 13.1
directory. To remove the 12.3 directory, run uninstall.sh in the 12.3 directory (which
removes the contents of the directory), and then delete the 12.3 directory.
 193

37
SAS Enterprise Case Management

Determining Your Update Path for SAS

Enterprise Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 193
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

SAS Enterprise Case Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Determining Your Update Path for SAS

Enterprise Case Management

Upgrading an Existing SAS 9.4 Deployment

SAS Enterprise Case Management 6.1, 6.2, and 6.3 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.1_M1, 6.2, 6.2_M2, 6.3 6.3_M1 (SAS 9.4) For more information about
(SAS 9.4) how to request this new
release and the features that
are available, contact your
SAS account representative.
194 Chapter 37 / SAS Enterprise Case Management

Migrating to SAS 9.4

Current Release at Your Release That You are
Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.1, 6.1_M1, 6.2, 6.2_M2, 6.3 6.3_M1 (SAS 9.4) For more information about
(SAS 9.4) how to migrate to the latest
3.2_M1 (SAS 9.3) release of SAS Enterprise
Case Management, see SAS
Enterprise Case
Management: Administrator’s
Guide.

SAS Enterprise Case Management

SAS shipped these releases of SAS Enterprise Case Management:
n SAS Enterprise Case Management 6.1 in October 2013.
n SAS Enterprise Case Management 6.2 in April 2014.
n SAS Enterprise Case Management 6.3 in January 2015. This release includes some
SAS Visual Analytics components. For more information about how to deploy these
components, see “Adding SAS Visual Analytics to Your Deployment” on page 88.
n the first maintenance release for SAS Enterprise Case Management 6.3 in October
2015.

For more information about the new features and enhancements in each release,
contact your SAS account representative.
For the product documentation, see the product documentation page for SAS Enterprise
Case Management.

Note: The documentation for SAS Enterprise Case Management is available only to
customers who license this product.
 195

38
SAS Enterprise GRC

Determining Your Update Path for SAS Enterprise GRC . . . . . . . 195

Updating an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . . . 195
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

SAS Enterprise GRC 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Determining Your Update Path for SAS

Enterprise GRC

Updating an Existing SAS 9.4 Deployment

SAS Enterprise GRC 6.1 is the first release on SAS 9.4.

Migrating to SAS 9.4

To work with SAS Enterprise GRC 6.1, you must be running SAS 9.4. To migrate from a
previous release of SAS Enterprise GRC, see SAS Enterprise GRC: Installation and
Configuration Guide.
196 Chapter 38 / SAS Enterprise GRC

SAS Enterprise GRC 6.1

SAS Enterprise GRC 6.1 shipped in October 2014. For more information about the new
features in this release, see the software product page for SAS Enterprise GRC.
 197

39
SAS Enterprise Guide

Determining Your Update Path for SAS Enterprise Guide . . . . . . 198

Updating an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . . . 198
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

SAS Enterprise Guide 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Removal of Several Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Changes from Earlier Releases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

SAS Enterprise Guide 6.1_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

SAS Enterprise Guide 7.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

198 Chapter 39 / SAS Enterprise Guide

Determining Your Update Path for SAS

Enterprise Guide

Updating an Existing SAS 9.4 Deployment

SAS Enterprise Guide 7.1 and 6.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.4) 6.1_M1 (SAS 1 Before you upgrade, see “SAS Enterprise Guide
9.4_M1); 7.1, 6.1_M1” on page 202 and “SAS Enterprise
7.11 (SAS Guide 7.1” on page 202 (if appropriate).
9.4_M2); 7.12
(SAS 9.4_M3) 2 To upgrade to the latest release of SAS
Enterprise Guide, see “Install and Configure a
Software Update” on page 69.

6.1_M1 (SAS 7.1, 7.11 (SAS 1 Before you upgrade, see “SAS Enterprise Guide
9.4_M1) 9.4_M2); 7.12 7.1” on page 202.
(SAS 9.4_M3)
2 To upgrade to the latest release of SAS
Enterprise Guide, see “Install and Configure a
Software Update” on page 69.

7.1, 7.11 (SAS 7.12 (SAS 1 Before you upgrade, see “SAS Enterprise Guide
9.4_M2) 9.4_M3) 7.1” on page 202.
2 To upgrade to the latest release of SAS
Enterprise Guide, see “Install and Configure a
Software Update” on page 69.
 Determining Your Update Path for SAS Enterprise Guide 199

Migrating to SAS 9.4

SAS Enterprise Guide 7.1 and SAS Enterprise Guide 6.1 work with SAS 9.2, SAS 9.3,
and SAS 9.4. This documentation assumes that you want to run SAS Enterprise Guide
on SAS 9.4. You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1, 4.3 (SAS 9.3) 6.1 (SAS 9.4); 1 Before you migrate, see “SAS Enterprise Guide
6.1_M1 (SAS 6.1” on page 200, “SAS Enterprise Guide
9.4_M1); 7.1, 6.1_M1” on page 202, and “SAS Enterprise
7.11 (SAS Guide 7.1” on page 202 (if appropriate).
9.4_M2); 7.12
(SAS 9.4_M3) 2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To create
a new deployment, see SAS 9.4 Intelligence
Platform: Installation and Configuration Guide.
3 To complete any post-configuration steps, see
SAS 9.4 Intelligence Platform: Desktop
Application Administration Guide.

6.1 (SAS 9.4), 7.1, 7.11 (SAS To migrate within the same SAS release, see SAS
6.1_M1 (SAS 9.4_M2); 7.12 9.4 Intelligence Platform: Migration Guide.
9.4_M1); 7.1, 7.11 (SAS 9.4_M3)
(SAS 9.4_M2)

7.12 (SAS 9.4_M3) 7.12 (SAS To migrate within the same release, see SAS 9.4
9.4_M3) Intelligence Platform: Migration Guide.
200 Chapter 39 / SAS Enterprise Guide

SAS Enterprise Guide 6.1

Removal of Several Styles

In SAS 9.4, these styles were removed:
n Astronomy.css
n Banker.css
n beige.css
n brick.css
n brown.css
n Curve.css
n d3d.css
n Education.css
n EGDefault82.css
n Electronics.css
n Gears.css
n Magnify.css
n Money.css
n Rsvp.css
n sansprinter.css
n Science.css
n serifprinter.css
n Sketch.css
 SAS Enterprise Guide 6.1 201

n Solutions.css
n Theme.css
n Tom.css
n Watercolor.css

The removal of these styles could affect the SAS Enterprise Guide user in either of
these ways:
n If your default style in SAS Enterprise Guide is set to one of the styles that were
removed, you will not see any styles when you open your results. The HTML
appears white, and the default for any SAS Report content defaults to sasweb. If you
rerun the SAS Enterprise Guide project, the style is reset to HtmlBlue.
n The code or SAS task that generates the results refers to a style that has been
removed. In this case, you must edit the code to refer to an existing style, or contact
SAS Technical Support to obtain a ZIP file that contains the removed styles.

Changes from Earlier Releases

If you are upgrading from SAS Enterprise Guide 4.3 or an earlier release, these
considerations might apply to your site:
n SAS Enterprise Guide repositories are no longer supported. All metadata must be
stored in a SAS Metadata Repository.
n Administration tasks (such as administering servers, users, and user groups) must
be done using SAS Management Console (instead of through SAS Enterprise Guide
Explorer).
n Tasks are no longer enabled or disabled for user groups, so task assignments for
SAS Enterprise Guide users are not maintained. Any restrictions on SAS Enterprise
Guide tasks must be made through roles and administered through SAS
Management Console. For more information, see the SAS Enterprise Guide chapter
in SAS Intelligence Platform: Desktop Application Administration Guide.
202 Chapter 39 / SAS Enterprise Guide

n Beginning with SAS Enterprise Guide 4.3, external file references are stored as
relative paths. Use pathnames that are relative to the current location of the project
file instead of using a full path.

SAS Enterprise Guide 6.1_M1

The first maintenance release for SAS Enterprise Guide 6.1 shipped in December 2013.
SAS Enterprise Guide is available as either a 32-bit application or a 64-bit application. If
you are using a 32-bit Microsoft Windows operating system, you must run the 32-bit
version of SAS Enterprise Guide. If you are using a 64-bit Windows operating system,
you can run either the 32-bit version or the 64-bit version of SAS Enterprise Guide.

To use SAS Visual Analytics 6.4 with the first maintenance release for SAS Enterprise
Guide 6.1, you must apply a hot fix. For more information, see SAS Note 52813.

SAS Enterprise Guide 7.1

SAS Enterprise Guide 7.1 shipped in October 2014 and provided more integration with
SAS Visual Analytics.

SAS Enterprise Guide 7.11 shipped in May 2015. This release included a new feature
that enables you to check for updates when you first open SAS Enterprise Guide or
while you are working in SAS Enterprise Guide. If an update is available, a message
appears. In the message dialog box, a link to support.sas.com is available where you
can learn more about the contents of the software update. To apply a software update,
you must close SAS Enterprise Guide. You can use this updates feature to upgrade
from the 7.11 release to the 7.12 release.

SAS Enterprise Guide 7.12 shipped in February 2016. Beginning with SAS Enterprise
Guide 7.12, the save functionality has been updated to include a new Save All option
(Ctrl + Shift + S). The default behavior of the save option (Ctrl + S) now saves the active
item in the project.
 SAS Enterprise Guide 7.1 203

For more information about these releases, see the software product page for SAS
Enterprise Guide.
204 Chapter 39 / SAS Enterprise Guide
 205

40
SAS Enterprise Miner

Determining Your Update Path for SAS Enterprise Miner . . . . . . 206

Updating an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . . . 206
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

SAS Enterprise Miner 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

SAS Enterprise Miner 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

SAS Enterprise Miner 13.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

SAS Enterprise Miner 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

206 Chapter 40 / SAS Enterprise Miner

Determining Your Update Path for SAS

Enterprise Miner

Updating an Existing SAS 9.4 Deployment

SAS Enterprise Miner 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 9.4_M1), 1 Before you upgrade, see “SAS Enterprise
13.2 (SAS 9.4_M2), Miner 13.1” on page 208, “SAS Enterprise
14.1 (SAS 9.4_M3) Miner 13.2” on page 208, and “SAS
Enterprise Miner 14.1” on page 209 (if
appropriate).
2 To upgrade to the latest release of SAS
Enterprise Miner, see “Install and Configure a
Software Update” on page 69.

13.1 (SAS 9.4_M1) 13.2 (SAS 9.4_M2), 1 Before you upgrade, see on page 208 and
14.1 (SAS 9.4_M3) “SAS Enterprise Miner 14.1” on page 209 (if
appropriate).
2 To upgrade to the latest release of SAS
Enterprise Miner, see “Install and Configure a
Software Update” on page 69.

13.2 (SAS 9.4_M2) 14.1 (SAS 9.4_M3) 1 Before you upgrade, see “SAS Enterprise
Miner 14.1” on page 209.
2 To upgrade to the latest release of SAS
Enterprise Miner, see “Install and Configure a
Software Update” on page 69.
 SAS Enterprise Miner 12.3 207

Migrating to SAS 9.4

To run SAS Enterprise Miner 12.3, 13.1, 13.2, or 14.1, your site must be running SAS
9.4. You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1, 12.1_M1 12.3 (SAS 9.4), 1 Before you migrate, see “SAS Enterprise
(SAS 9.3) 13.1 (SAS 9.4_M1), Miner 12.3” on page 207, “SAS Enterprise
13.2 (SAS 9.4_M2), Miner 13.1” on page 208 , and “SAS
14.1 (SAS 9.4_M3) Enterprise Miner 14.1” on page 209 (if
appropriate).
2 Follow the steps in SAS Enterprise Miner:
Administration and Configuration Guide (for
your release) to migrate from a previous
release or to create a new deployment.

12.3 (SAS 9.4), 12.3 (SAS 9.4), To migrate within the same SAS release, follow
13.1 (SAS 13.1 (SAS 9.4_M1), the steps in SAS Enterprise Miner Administration
9.4_M1), 13.2 13.2 (SAS 9.4_M2), and Configuration Guide (for your release).
(SAS 9.4_M2) 14.1 (SAS 9.4_M3)

14.1 (SAS 9.4_M3) 14.1 (SAS 9.4_M3) To migrate within the same release, follow the
steps in SAS Enterprise Miner 14.1:
Administration and Configuration Guide.

SAS Enterprise Miner 12.3

For more information about this release, see the software product page for SAS
Enterprise Miner at http://support.sas.com/software/products/miner.
SAS Enterprise Miner 12.3 does not support middle-tier clustering. As a result, SAS
Enterprise Miner runs on the master node in the cluster. If the master node is not
208 Chapter 40 / SAS Enterprise Miner

available, SAS Enterprise Miner is not available (even if other SAS applications are
available on other nodes in the cluster).

If you are upgrading from an earlier release of SAS Enterprise Miner, note these
changes:
n Beginning with SAS Enterprise Miner 12.1, SAS consolidated the version numbers
for the main analytical products. Before the consolidation, the most recent version
number for SAS Enterprise Miner was 7.1.
n Beginning with SAS Enterprise Miner 12.1, the SAS Analytics Platform server was
deprecated. The SAS Analytics Platform service is not used for any SAS 9.3 (or
later) products or solutions.

SAS Enterprise Miner 13.1

When you order SAS Enterprise Miner 13.1, your site is also conditionally licensed for
SAS/IML to enable specific functionality in SAS Enterprise Miner. You must install
SAS/IML to use the Open Source Integration node on the Utility tab. For more
information about how to install SAS/IML, see “Adding a New Product” on page 87.

Support for middle-tier clustering was added in this release.

SAS Enterprise Miner 13.2

When you order SAS Enterprise Miner 13.2, your site is also conditionally licensed for
SAS/IML to enable specific functionality in SAS Enterprise Miner. You must install
SAS/IML to use the Open Source Integration node on the Utility tab. For more
information about how to install SAS/IML, see “Adding a New Product” on page 87.
SAS Enterprise Miner 13.2 shipped in August 2014. This release adds support for SAP
HANA and Scalable Data Engine (SPD Engine). For more information about SAS
Enterprise Miner 13.2, see the software product page for SAS Enterprise Miner.
 SAS Enterprise Miner 14.1 209

SAS Enterprise Miner 14.1

When you order SAS Enterprise Miner 14.1, your site is also conditionally licensed for
SAS/IML to enable specific functionality in SAS Enterprise Miner. You must install
SAS/IML to use the Open Source Integration node on the Utility tab. For more
information about how to install SAS/IML, see “Adding a New Product” on page 87.

SAS Enterprise Miner 14.1 shipped in July 2015. This release supports PMML 4.2 and
includes a new High-Performance Bayesian Network node. For more information
about SAS Enterprise Miner 14.1, see the software product page for SAS Enterprise
Miner.
210 Chapter 40 / SAS Enterprise Miner
 211

41
SAS Environment Manager

Determining Your Update Path for SAS

Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 211
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

About SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

SAS Environment Manager 2.1 (SAS 9.4_M1) . . . . . . . . . . . . . . . . . . . . . 214

SAS Environment Manager 2.3 and SAS

Environment Manager 2.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

SAS Environment Manager 2.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Determining Your Update Path for SAS

Environment Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Environment Manager 2.1 runs on SAS 9.4. The first release of SAS Environment
Manager 2.1 shipped with the initial release of SAS 9.4. The second release of SAS
Environment Manager shipped with the first maintenance release for SAS 9.4. SAS
212 Chapter 41 / SAS Environment Manager

Environment Manager 2.3 and 2.4 run on the second maintenance release for SAS 9.4.
SAS Environment Manager 2.5 runs on the third maintenance release for SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.1 (SAS 1 Before you upgrade, see “SAS Environment
9.4_M1); 2.3 and Manager 2.1 (SAS 9.4_M1)” on page 214, “SAS
2.4 (SAS Environment Manager 2.3 and SAS Environment
9.4_M2); 2.5 Manager 2.4” on page 216, and “SAS
(SAS 9.4_M3) Environment Manager 2.5” on page 217 (if
appropriate).
2 To upgrade to the latest release, see “Install and
Configure a Software Update” on page 69.

2.1 (SAS 9.4_M1) 2.3 and 2.4 (SAS 1 Before you upgrade, see “SAS Environment
9.4_M2); 2.5 Manager 2.3 and SAS Environment Manager
(SAS 9.4_M3) 2.4” on page 216 and “SAS Environment
Manager 2.5” on page 217 (if appropriate).
2 To upgrade to the latest release, see “Install and
Configure a Software Update” on page 69.

2.3 or 2.4 (SAS 2.4 (SAS 1 Before you upgrade, see “SAS Environment
9.4_M2) 9.4_M2); 2.5 Manager 2.3 and SAS Environment Manager
(SAS 9.4_M3) 2.4” on page 216 and “SAS Environment
Manager 2.5” on page 217 (if appropriate).
2 To upgrade to the latest release, see “Install and
Configure a Software Update” on page 69.
 About SAS Environment Manager 213

Migrating to SAS 9.4

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.1 (SAS To migrate within the same SAS release, see SAS
9.4_M1); 2.3 9.4 Intelligence Platform: Migration Guide.
(SAS 9.4_M2);
2.4 (SAS
9.4_M2); 2.5
(SAS 9.4_M3)

2.3 (SAS 9.4_M2) 2.3 (SAS

9.4_M2); 2.4
(SAS 9.4_M2);
2.5 (SAS
9.4_M3)

2.4 (SAS 9.4_M2) 2.4 (SAS

9.4_M2); 2.5
(SAS 9.4_M3)

2.5 (SAS 9.4_M3) 2.5 (SAS

9.4_M3)

About SAS Environment Manager

SAS Environment Manager, which is new with SAS 9.4, is an operational monitoring
and management system for SAS deployments. SAS Environment Manager
incorporates VMware's Hyperic technology in order to offer enterprise-class operational
features. This new application includes plug-ins that are especially designed for the
administration, management, and monitoring of SAS technologies. Agents on each
managed host enable SAS Environment Manager to automatically discover server
214 Chapter 41 / SAS Environment Manager

resources, gather health and availability information, perform control actions, collect
usage information, and monitor logs.

The web-based interface enables administrators to perform these tasks:

n use the application’s dashboard to obtain a snapshot of resource availability, recent
control actions, favorite resources, saved charts, recent alerts, and selected metrics
n create personalized dashboards for particular SAS Environment Manager roles or
for particular users
n drill into information about the current status of each resource, the availability of the
resource over time, and detailed metrics in numeric and graphical format
n perform control actions for the SAS Web Application Server and for servers on the
SAS server tier
n view and filter currently active alerts, display a deployment-wide view of events, and
identify resources that are down or that have unfixed alerts
n configure the application to include SAS log messages and resource configuration
changes in events
n view a list of the folders and folder contents that are stored in SAS metadata, and
view details about an object’s metadata

SAS Environment Manager is not currently a replacement for SAS Management

Console, and no functionality has been removed from SAS Management Console.

For more information, see the SAS Environment Manager: User’s Guide.

SAS Environment Manager 2.1 (SAS

9.4_M1)
In December 2013, SAS shipped SAS Environment Manager 2.1, which runs on the first
maintenance release of SAS 9.4. This release changes how SAS Environment Manager
users and roles are managed in a SAS environment, and introduces the capability to
synchronize users and roles between SAS Environment Manager and SAS metadata.
 SAS Environment Manager 2.1 (SAS 9.4_M1) 215

Users in SAS Environment Manager are mapped to users that are created in SAS
metadata. During installation, three user groups are created in SAS metadata to contain
SAS Environment Manager users. Users that are members of these groups are mapped
to user definitions in SAS Environment Manager with corresponding roles. Here are the
user groups and their corresponding roles:

Group Name in SAS Metadata Role in SAS Environment Manager

SAS_EV_Super_User Super User Role

SAS_EV_Guest Guest Role

SAS_EV_AppServer_Tier SAS App Tier Role

For example, users that are added to the group SAS_EV_Guest are added as users in
SAS Environment Manager under the Guest role when the users are synchronized.
When you install SAS Environment Manager 2.1, all existing SAS Environment
Manager user definitions are automatically added to the SAS_EV_Guest group in
metadata. After the existing users have been added to the SAS_EV_Guest group, use
SAS Management Console to modify the user definitions or assign the users to other
SAS_EV groups in metadata.

After you have defined new users in SAS metadata, sign on to SAS Environment
Manager. Select Manage  Synchronize Users. User definitions are created for all
users that are defined in the three SAS_EV groups in metadata. Any SAS Environment
Manager users that are not associated with user definitions in metadata are deleted.

If you sign on to SAS Environment Manager by using a user ID that is defined in

metadata, and if the user ID is a member of one of the SAS_EV groups but is not
defined in SAS Environment Manager, a user definition is automatically created in SAS
Environment Manager and assigned to the correct role.
216 Chapter 41 / SAS Environment Manager

SAS Environment Manager 2.3 and SAS

Environment Manager 2.4
In August 2014, SAS shipped SAS Environment Manager 2.3, and in October 2014,
SAS shipped SAS Environment Manager 2.4. Both of these releases run on the second
maintenance release for SAS 9.4.

When you perform an upgrade in place and the release number for SAS Environment
Manager does not change, these backup folders are created in the SAS-
configuration-directory/sas/Levn/Web/SASEnvironmentManager
directory:
n agent-backup_date-time
n server-backup_date-time

After the installation is validated, you can delete these directories.

When you perform an upgrade in place and the release number for SAS Environment
Manager changes, two folders are created on the server because the version number
for Hyperic is included in the name of the directory. For example, if you are upgrading
from SAS Environment Manager 2.1 to 2.3, the version of Hyperic changed between
these releases. As a result, you see these two folders in the SAS-configuration-
directory/Levn/Web/SASEnvironmentManager directory after the software
upgrade:
n server-5.0.0–EE
n server-5.8.0–EE

Any new plug-ins for SAS Environment Manager might be deployed to the original
directory (server-5.8.0–EE) rather than to the new location (server-5.8.0–EE).
For example, these JAR files might appear in the SAS-configuration-
directory/Levn/Web/SASEnvironmentManager/server-5.0.0–EE/hq-
server/webapp/ROOT/WEB-INF/hq-plugins/ directory:
n emi-framework-plugin.jar
 SAS Environment Manager 2.5 217

n emi-reportcenter-plugin.jar
n emi-snapshot-plugin.jar

You might also have these new JAR files in the SAS-configuration-
directory/Levn/Web/SASEnvironmentManager/server-5.0.0–EE/hq-
server/webapp/ROOT/WEB-INF/hq-plugins/emi_framework/lib directory.
n sas.sasev.framework.common.jar
n sas.sasev.framework.plugins.common.jar
n sas.sasev.framework.plugins.impl.jar

In order for the new plug-ins to work in the latest release of SAS Environment Manager,
you must copy these files and directories to the new location (server-5.8.0–EE).
Then you should delete the old location (server-5.8.0–EE). You might need to
restart SAS Environment Manager to see the new plug-ins.

SAS Environment Manager 2.5

SAS Environment Manager 2.5 shipped in July 2015 and runs on the third maintenance
release for SAS 9.4.

If you modified certain default locations or settings in the SAS Environment Manager
Service Architecture, you must manually change these settings in SAS Environment
Manager 2.5. Then you must run the ugipinit script. Here are some changes that you
must manually update:
n Content that you stored in metadata folders must be manually imported. The update
process backed up this information, so you must import the data from the backup
location.
n Changes that you made to the service architecture configuration were not saved.
You must apply these changes manually.
n LIBNAME statements that you changed in the service architecture autoexec files
must be manually entered. The old files were backed up, so you can use the files as
218 Chapter 41 / SAS Environment Manager

a reference for making the changes. However, you cannot use the old autoexec files
with the new version of the application.

If you used the SAS Grid Manager plug-in for SAS Environment Manager, the functions
of this plug-in have been replaced by a SAS Grid Manager module. For more
information, see Chapter 51, “SAS Grid Manager,” on page 247.

If you are upgrading from SAS Environment Manager 2.4 and you did not enable the
SAS Environment Manager Service Architecture, you can ignore the message about the
update failing.

For more information about this release, see the software product page for SAS
Environment Manager.
 219

42
SAS Episode Analytics

Determining Your Update Path for SAS Episode Analytics . . . . 219

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 219
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

SAS Episode Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Determining Your Update Path for SAS

Episode Analytics

Upgrading an Existing SAS 9.4 Deployment

SAS Episode Analytics 2.1, 2.2, and 3.1 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

2.1, 2.2 (SAS 9.4) 2.2, 3.1 (SAS 9.4) For information about the
new features and
enhancements in this
release, contact your SAS
account representative.
220 Chapter 42 / SAS Episode Analytics

Migrating to SAS 9.4

Current Release at Your Release That You Are
Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

2.1, 2.2, 3.1 (SAS 9.4) 2.2, 3.1 (SAS 9.4) To migrate within the same
release, see the
documentation for SAS
Episode Analytics.

SAS Episode Analytics

SAS shipped these releases of SAS Episode Analytics:
n SAS Episode Analytics 2.2 shipped in February 2015.
n SAS Episode Analytics 3.1 shipped in February 2016.

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Episode Analytics.

Note: The documentation for SAS Episode Analytics is available only to customers who
license this product.
 221

43
SAS/ETS

Determining Your Update Path for SAS/ETS . . . . . . . . . . . . . . . . . . . . . . 222

Upgrading Your Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . 222
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

About SAS/ETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

222 Chapter 43 / SAS/ETS

Determining Your Update Path for

SAS/ETS

Upgrading Your Existing SAS 9.4 Deployment

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS/ETS” on
9.4_M1), 13.2 page 223.
(SAS 9.4_M2),
14.1 (SAS 2 To upgrade to the latest release of SAS/ETS,
9.4_M3) see “Install and Configure a Software Update”
on page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS

9.4_M3)
 About SAS/ETS 223

Migrating to SAS 9.4

To run SAS/ETS 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1 (SAS 9.3) 12.3 (SAS 9.4), 1 Before you upgrade, see “About SAS/ETS” on
9.3_M1, 9.3 13.1 (SAS page 223.
9.4_M1), 13.2
(SAS 9.4_M2), 2 Install and configure SAS 9.4.
14.1 (SAS
9.4_M3) To determine the steps for installing and configuring
SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/ETS

About SAS/ETS
SAS has shipped these releases of SAS/ETS:
n SAS/ETS 12.3 shipped in July 2013. This is essentially a maintenance release, with
the exception that high-performance procedures for use in single-machine mode
have been added.
n SAS/ETS 13.1 shipped in December 2013. For more information about the new
features and enhancements in SAS/ETS 13.1, see What’s New in SAS/ETS 13.1.
224 Chapter 43 / SAS/ETS

n SAS/ETS 13.2 shipped in August 2014. For more information about the new features
and enhancements in SAS/ETS 13.2, see What’s New in SAS/ETS 13.2.
n SAS/ETS 14.1 shipped in July 2015. For more information about the new features
and enhancements in SAS/ETS 14.1, see What’s New in SAS/ETS 14.1.
 225

44
SAS Event Stream Processing

Determining Your Update Path for SAS Event

Stream Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 225
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

About SAS Event Stream Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Determining Your Update Path for SAS

Event Stream Processing

Upgrading an Existing SAS 9.4 Deployment

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.2, 2.3 (SAS 4.1 (SAS For more information about how to upgrade to the
9.4) 9.4_M3) latest release, contact your SAS account
3.1 (SAS 9.4_M2), representative.
3.2 (SAS 9.4_M3)
226 Chapter 44 / SAS Event Stream Processing

Migrating to SAS 9.4

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.2, 2.3 (SAS 4.1 (SAS For more information about how to migrate to this
9.4) 9.4_M3) release, contact your SAS account representative.
3.1 (SAS 9.4_M2),
3.2 (SAS 9.4_M3)

4.1 (SAS 9.4_M3) 4.1 (SAS

9.4_M3)

About SAS Event Stream Processing

SAS has shipped these releases of SAS Event Stream Processing:
n SAS Event Stream Processing Engine 2.2 in April 2014.
n SAS Event Stream Processing Engine 2.3 in November 2014.
n SAS Event Stream Processing 3.1 in May 2015. Starting with this release, the
product name has changed to SAS Event Stream Processing.
n SAS Event Stream Processing 3.2 in November 2015.
n SAS Event Stream Processing 4.1 in August 2016.

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Event Stream Processing.
Note: The documentation for SAS Event Stream Processing is available only to
customers who license this product.
 227

45
SAS Financial Management

Determining Your Update Path for SAS Financial

Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 227
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

SAS Financial Management 5.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

SAS Financial Management 5.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Determining Your Update Path for SAS

Financial Management

Upgrading an Existing SAS 9.4 Deployment

SAS Financial Management 5.4 and 5.5 run on SAS 9.4.

Current Release at Your Release That You Are

Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

5.4 (SAS 9.4) 5.5 (SAS 9.4) For more information about
how to upgrade to this
release, contact your SAS
account representative.
228 Chapter 45 / SAS Financial Management

Migrating to SAS 9.4

To run SAS Financial Management 5.4 or 5.5, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.4 (SAS 9.4) 5.5 (SAS 9.4) To migrate or create a new deployment, see SAS
5.3, 5.3_M1 (SAS Financial Management 5.5: Installation and
9.3) Configuration Guide

SAS Financial Management 5.4

SAS shipped SAS Financial Management 5.4 in December 2013.

For more information about this release, contact your SAS account representative and
see the product documentation page for SAS Financial Management.

Note: The documentation for SAS Financial Management is available only to

customers who license this product.

SAS Financial Management 5.5

SAS shipped SAS Financial Management 5.5 in January 2015. This release includes
some SAS Visual Analytics components. For more information about how to deploy
these components, see “Adding SAS Visual Analytics to Your Deployment” on page 88.
 SAS Financial Management 5.5 229

For more information about the new features and enhancements in this release, contact
your SAS account representative and see the product documentation page for SAS
Financial Management.

Note: The documentation for SAS Financial Management is available only to

customers who license this product.
230 Chapter 45 / SAS Financial Management
 231

46
SAS Firmwide Risk for Solvency II

Determining Your Update Path for SAS Firmwide

Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 231
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

SAS Firmwide Risk for Solvency II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Determining Your Update Path for SAS

Firmwide Risk for Solvency II

Upgrading an Existing SAS 9.4 Deployment

SAS Firmwide Risk for Solvency II 3.1 and 3.2 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

3.1 (SAS 9.4) 3.2 (SAS 9.4) For more information about
how to upgrade to this
release, contact your SAS
account representative.
232 Chapter 46 / SAS Firmwide Risk for Solvency II

Migrating to SAS 9.4

To run SAS Firmwide Risk for Solvency II 3.1 or 3.2, you must be running SAS 9.4. You
can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.1 (SAS 9.4) 3.2 (SAS 9.4) To migrate to the new release or to create a new
deployment, see SAS Infrastructure for Risk
Management: Administrator’s Guide.

SAS Firmwide Risk for Solvency II

SAS shipped SAS Firmwide Risk for Solvency II in April 2016.

For more information about the new features and enhancements in this release, contact
your SAS account representative and see the product documentation page for SAS
Firmwide Risk for Solvency II.

Note: The documentation for SAS Firmwide Risk for Solvency II is available only to
customers who license this product.
 233

47
SAS Forecast Analyst Workbench

Determining Your Update Path for SAS Forecast

Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 233
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

About SAS Forecast Analyst Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Determining Your Update Path for SAS

Forecast Analyst Workbench

Upgrading an Existing SAS 9.4 Deployment

SAS Forecast Analysis Workbench 5.2 and 5.3 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.2, 5.2_M2 (SAS 5.2_M2, 5.3 For more information about how to upgrade to the
9.4) (SAS 9.4) latest release, see SAS Forecast Analyst
Workbench: Upgrade and Migration Guide.
234 Chapter 47 / SAS Forecast Analyst Workbench

Migrating to SAS 9.4

To run SAS Forecast Analyst Workbench 5.2 and 5.3, you must be running SAS 9.4.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1 (SAS 9.3) 5.2, 5.2_M2, 5.3 For more information about how to migrate to this
(SAS 9.4) release, see SAS Forecast Analyst Workbench:
Upgrade and Migration Guide.
5.2, 5.2_M2 (SAS 5.2_M2, 5.3
9.4) (SAS 9.4)

5.3 (SAS 9.4) 5.3 (SAS 9.4)

About SAS Forecast Analyst Workbench

SAS Forecast Analyst Workbench is the demand planning module of the SAS Demand-
Driven Planning and Optimization suite. SAS Forecast Analyst Workbench helps
planners and analysts track, monitor, and predict the demand for products and services.
SAS Forecast Analyst Workbench helps organizations gain instant visibility and
understanding of the demand for their products without relying on personal judgments.

Depending on the license that your organization has, you can use the Collaboration
Planning Workbench module of the SAS Forecast Analyst Workbench.

SAS shipped these releases of SAS Forecast Analyst Workbench:

n SAS Forecast Analyst Workbench 5.2 in August 2014
n the second maintenance release for SAS Forecast Analyst Workbench in May 2015
n SAS Forecast Analyst Workbench 5.3 in May 2016
 About SAS Forecast Analyst Workbench 235

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Forecast Analyst Workbench.

Note: The documentation for SAS Forecast Analyst Workbench is available only to
customers who license this product.
236 Chapter 47 / SAS Forecast Analyst Workbench
 237

48
SAS Forecast Server

Determining Your Update Path for SAS Forecast Server . . . . . . . 238

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 238
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

About SAS Forecast Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

238 Chapter 48 / SAS Forecast Server

Determining Your Update Path for SAS

Forecast Server

Upgrading an Existing SAS 9.4 Deployment

SAS Forecast Server 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS Forecast
9.4_M1), 13.2 Server” on page 239.
(SAS 9.4_M2),
14.1 (SAS 9.4_M3) 2 To upgrade to the latest release of SAS
Forecast Server, see “Install and Configure a
Software Update” on page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS 9.4_M3)

 About SAS Forecast Server 239

Migrating to SAS 9.4

To run SAS Forecast Server 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4.
You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1, 4.1 (SAS 9.3) 12.3 (SAS 9.4), 1 Before you migrate, see “About SAS Forecast
13.1 (SAS Server” on page 239.
9.4_M1), 13.2
(SAS 9.4_M2), 2 To migrate to the new release, see SAS
14.1 (SAS 9.4_M3) Forecast Server: Migration Guide (for your
release). To create a new deployment, see
SAS Forecast Server: Administrator’s Guide
(for the release at your site).

12.3 (SAS 9.4), 12.3 (SAS 9.4), To migrate within the same SAS release, see SAS
13.1 (SAS 13.1 (SAS Forecast Server: Migration Guide (for the release
9.4_M1), 13.2 9.4_M1), 13.2 at your site).
(SAS 9.4_M2) (SAS 9.4_M2),
14.1 (SAS 9.4_M3)

14.1 (SAS 9.4_M3) 14.1 (SAS 9.4_M3) To migrate within the same release, see SAS
Forecast Server 14.1: Migration Guide.

About SAS Forecast Server

SAS Forecast Server 12.3 is the first release of SAS Forecast Server that runs on SAS
9.4. SAS Time Series Studio, which is a component of SAS Forecast Server, is
production software in this release.
Software orders of SAS Forecast Server also include SAS Forecast Server Procedures.
In earlier releases of SAS Forecast Server, these procedures were called High-
Performance Forecasting.
240 Chapter 48 / SAS Forecast Server

For more information about SAS Forecast Server, see http://support.sas.com/software/

products/forecast.

SAS Forecast Server 12.3 does not support clustering of the middle-tier servers.
Because middle-tier clustering is not supported, SAS Forecast Server runs on the
master node in the cluster. If the master node is not available, SAS Forecast Server is
not available (even if other SAS applications are available on other nodes in the
cluster).

If you are upgrading from an earlier release of SAS Forecast Server, note these
changes:
n Beginning with SAS Forecast Server 12.1, SAS consolidated the version numbers
for the main analytical products. Before the consolidation, the most recent version
number for SAS Forecast Server was 4.1.
n Beginning with SAS Forecast Server 4.1, the SAS Analytics Platform server was
deprecated. The SAS Analytics Platform service is not used for any SAS 9.3 (or
later) products or solutions.
SAS also shipped these releases:
n SAS Forecast Server 13.1 in December 2013. Support for middle-tier clustering was
added in this release.
n SAS Forecast Server 13.2 in August 2014.
n SAS Forecast Server 14.1 in July 2015. This release includes SAS Forecast Server
Client, a new web-based interface that you can use to segment and forecast your
data.
For more information about these releases, contact your SAS account representative
and see the software product page for SAS Forecast Server.
 241

49
SAS Fraud Management

Determining Your Update Path for SAS Fraud Management . . . 241

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 241
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

About SAS Fraud Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Determining Your Update Path for SAS

Fraud Management

Upgrading an Existing SAS 9.4 Deployment

SAS Fraud Management 4.1, 4.2. and 4.3 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

4.1, 4.2, 4.2_M1 4.2, 4.2_M1, 4.3 For more information about how to upgrade to the
latest release, contact your SAS account
representative.
242 Chapter 49 / SAS Fraud Management

Migrating to SAS 9.4

To run SAS Fraud Management 4.1, 4.2, or 4.3, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.3, 3.3_M1 (SAS 4.1, 4.2, 4.2_M1, For more information, contact your SAS account
9.3) 4.3 (SAS 9.4) representative.

4.1, 4.2, 4.2_M1 4.2, 4.2_M1, 4.3

(SAS 9.4) (SAS 9.4)

4.3 (SAS 9.4) 4.3 (SAS 9.4)

About SAS Fraud Management

SAS shipped these releases of SAS Fraud Management:
n SAS Fraud Management 4.1 in June 2014
n SAS Fraud Management 4.2 in July 2015
n the first maintenance release for SAS Fraud Management 4.2 in November 2015
n SAS Fraud Management 4.3 in May 2016

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Fraud Management.

Note: The documentation for SAS Fraud Management is available only to customers
who license this product.
 243

50
SAS/GRAPH

Determining Your Update Path for SAS/GRAPH . . . . . . . . . . . . . . . . . . 244

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 244
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

SAS/GRAPH 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

SAS/GRAPH 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

SAS/GRAPH 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

SAS/GRAPH 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

244 Chapter 50 / SAS/GRAPH

Determining Your Update Path for

SAS/GRAPH

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS/GRAPH

9.4_M3 9.4_M1” on page 245 and “SAS/GRAPH
9.4_M2” on page 246 (if appropriate).
2 To upgrade to the latest release of
SAS/GRAPH 9.4, see “Install and Configure
a Software Update” on page 69.

9.4_M1, 9.4_M2 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS/GRAPH

9.4_M2” on page 246.
2 To upgrade to the latest release of
SAS/GRAPH 9.4, see “Install and Configure
a Software Update” on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS/GRAPH

9.4_M3” on page 246.
2 To upgrade to the latest release of
SAS/GRAPH 9.4, see “Install and Configure
a Software Update” on page 69.
 SAS/GRAPH 9.4_M1 245

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M2, 9.4, 9.4_M1, 9.4_M2, 1 Before you migrate, see “SAS/GRAPH 9.4”
9.3_M3 9.4_M3 on page 245, “SAS/GRAPH 9.4_M1” on
page 245, and “SAS/GRAPH 9.4_M2” on
page 246 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the
following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for
SAS/GRAPH

SAS/GRAPH 9.4
For more information about SAS/GRAPH 9.4, see the software product page for
SAS/GRAPH.

SAS/GRAPH 9.4_M1
Starting in the first maintenance release for SAS 9.4, if you are using a hyphen in your
NAME= option, be aware that the hyphen ‘-’ is converted to an underscore. For catalog-
246 Chapter 50 / SAS/GRAPH

based output, the NAME= option enables you to specify a name for the GRSEG entry
and the graphics output filename, if generated.

Note: For more information about significant changes that occurred in SAS 9.4, see
“Base SAS 9.4” on page 93.

SAS/GRAPH 9.4_M2
Prior to the second maintenance release for SAS 9.4, if the NAME= option specifies a
value that is greater than eight characters and begins with a number, SAS prepends an
underscore to the graphics output filename. The GRSEG entry name continues to
prepend an underscore to the NAME= value that begins with a number.

Starting in the second maintenance release for SAS 9.4, when the NAME= value is
greater than eight characters and begins with a number, the graphics output filename is
the NAME= value specified and an underscore is no longer prepended. When the
NAME= value is eight characters or less, the graphics output filename continues to be
equivalent to the GRSEG entry name.

SAS/GRAPH 9.4_M3
SAS shipped the third maintenance release for SAS/GRAPH in July 2015. For more
information about SAS/GRAPH 9.4, see the software product page for SAS/GRAPH.
 247

51
SAS Grid Manager

Determining Your Update Path for SAS Grid Manager . . . . . . . . . . 247

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 247
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

SAS Grid Manager 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Determining Your Update Path for SAS

Grid Manager

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4, 9.4_M1, 9.4_M3 1 Before you upgrade, see “SAS Grid Manager
9.4_M2 9.4_M3” on page 248.
2 To upgrade to the latest release for SAS 9.4,
see “Install and Configure a Software Update”
on page 69.
248 Chapter 51 / SAS Grid Manager

Migrating to SAS 9.4

To run SAS Grid Manager 9.4, you must be running SAS 9.4. You can migrate to SAS
9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS Grid Manager
9.3_M2 9.4_M2, 9.4_M3 9.4_M3” on page 248.
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS Grid
Manager

SAS Grid Manager 9.4_M3

The SAS Grid Manager plug-in for SAS Environment Manager 2.4 has been replaced
by the SAS Grid Manager module for SAS Environment Manager 2.5. Although the old
plug-in continues to operate, the new module provides enhanced functionality and an
improved user interface. If you are using the new SAS Grid Manager module, you
should remove the old SAS Grid Manager plug-in.
 SAS Grid Manager 9.4_M3 249

To remove the old plug-in, delete the GridManagerPlugin folder from the hqu
directory. A typical location is /Web/SASEnvironmentManager/server-5.8.0-
EE/hq-engine/hq-server/webapps/ROOT/hqu.
250 Chapter 51 / SAS Grid Manager
 251

52
SAS High-Performance Analytics
Infrastructure

About SAS High-Performance Analytics Infrastructure . . . . . . . . . 251

Determining Your Update Path for SAS High-

Performance Analytics Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

SAS High-Performance Analytics Infrastructure 2.8 . . . . . . . . . . . . . 253

About SAS High-Performance Analytics

Infrastructure
The SAS High-Performance Analytics infrastructure consists of these products:
n SAS High-Performance Computing Management Console
n SAS High-Performance Deployment of Hadoop
n SAS High-Performance Analytics Environment (also referred to as the SAS High-
Performance Node Installation)
252 Chapter 52 / SAS High-Performance Analytics Infrastructure

Determining Your Update Path for SAS

High-Performance Analytics
Infrastructure
Before you upgrade to the latest release of SAS High-Performance Analytics
Infrastructure, see SAS High-Performance Analytics Infrastructure: Installation and
Configuration Guide. For more information, see the product documentation page for
SAS High-Performance Analytics Infrastructure.

Upgrading to the latest version of the infrastructure requires upgrading SAS High-
Performance Analytics Environment. If you overwrite the software on the cluster (or
move the existing software and install in the same path), then the upgraded or migrated
SAS software runs without modification.
Depending on your current version, upgrading the SAS High-Performance Analytics
Environment can provide this functionality:
n Create a high-speed parallel connection that delivers data from your remote data
source to the SAS High-Performance Analytics Environment on the analytic cluster.
n Perform text analysis in SAS LASR Analytic Server with SAS Visual Analytics and to
run PROC HPTMINE and HPTMSCORE with SAS Text Miner.

If you choose to install the software in a different directory on the cluster, specify the
new path as follows:
n For SAS LASR Analytic Servers, see “Add a LASR Analytic Server” in SAS
Intelligence Platform: Data Administration Guide.
n For SAS High-Performance Risk, see “Change the SAS High-Performance Risk
Property Values” in SAS High-Performance Risk: Administrator’s Guide.

Note: The infrastructure documentation and the documents in the preceding list are
available only to customers who license these products.
 SAS High-Performance Analytics Infrastructure 2.8 253

SAS High-Performance Analytics

Infrastructure 2.8
The following list identifies the changes that affect the upgrade process:
n SAS High-Performance Deployment of Hadoop includes Apache Hadoop 2.4. This is
an upgrade from Apache Hadoop 0.23.1. The hadoopInstall configuration program
includes a new prompt for configuring YARN. Configuring YARN is optional, but the
configuration program is available as an experimental feature for resource
management.
n The SAS High-Performance Analytics environment includes a
resource.settings file that can be used to integrate with the YARN resource
management. The file also offers settings for managing memory and CPU
resources, even if you do not use YARN.
n The SAS High-Performance Computing Management Console has removed support
for managing memory with cgroups. Memory management is available with the
features listed in the preceding two bullets.

For more information about upgrading, see SAS High-Performance Analytics

Infrastructure: Installation and Configuration Guide.
254 Chapter 52 / SAS High-Performance Analytics Infrastructure
 255

53
SAS High-Performance Risk

Determining Your Update Path for SAS High-

Performance Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 255
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

About SAS High-Performance Risk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Determining Your Update Path for SAS

High-Performance Risk

Upgrading an Existing SAS 9.4 Deployment

SAS High-Performance Risk 3.1, 3.2, 3.3, 3.4, 3.5, and 3.6 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

3.1, 3.2, 3.2_M1, 3.6 For more information about how to upgrade to the
3.3, 3.4, 3.5 latest release, contact your SAS account
representative.
256 Chapter 53 / SAS High-Performance Risk

Migrating to SAS 9.4

To run SAS High-Performance Risk 3.1, 3.2, 3.3, 3.4, 3.5, or 3.6, you must be running
SAS 9.4.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.1, 3.2, 3.3, 3.4, 3.6 (SAS 9.4) For more information about how to migrate to this
3.5 (SAS 9.4) release, contact your SAS account representative.

3.6 (SAS 9.4) 3.6 (SAS 9.4)

About SAS High-Performance Risk

SAS shipped these releases of SAS High-Performance Risk:
n SAS High-Performance Risk 3.2 in December 2013. Some of the new features in
this release require that you update to SAS High-Performance Analytics
Infrastructure 2.4 (or later).
n the first maintenance release for SAS High-Performance Risk 3.2 in June 2014.
n SAS High-Performance Risk 3.3 in November 2014.
n SAS High-Performance Risk 3.4 in May 2015.
n SAS High-Performance Risk 3.5 in October 2015.
n SAS High-Performance Risk 3.6 in April 2016.
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS High-Performance Risk.
 About SAS High-Performance Risk 257

Note: The documentation for SAS High-Performance Risk is available only to

customers who license this product.
258 Chapter 53 / SAS High-Performance Risk
 259

54
SAS/IML

Determining Your Update Path for SAS/IML . . . . . . . . . . . . . . . . . . . . . . . 260

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 260
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

About SAS/IML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

260 Chapter 54 / SAS/IML

Determining Your Update Path for

SAS/IML

Upgrading an Existing SAS 9.4 Deployment

SAS/IML 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS/IML” on
9.4_M1), 13.2 page 261.
(SAS 9.4_M2),
14.1 (SAS 2 To upgrade to the latest release of SAS/IML, see
9.4_M3) “Install and Configure a Software Update” on
page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS

9.4_M3)
 About SAS/IML 261

Migrating to SAS 9.4

To run SAS/IML 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1 (SAS 9.3) 12.3 (SAS 9.4), 1 Before you migrate, see “About SAS/IML” on
9.3_M1, 9.3 13.1 (SAS page 261.
9.4_M1), 13.2
(SAS 9.4_M2), 2 Install and configure SAS 9.4.
14.1 (SAS
9.4_M3) To determine the steps for installing and configuring
SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/IML

About SAS/IML
SAS has shipped these releases of SAS/IML:
n SAS/IML 12.3 shipped in July 2013. This release is a maintenance release with no
new features.
n SAS/IML 13.1 shipped in December 2013. For more information about the new
features and enhancements in SAS/IML 13.1, see What’s New in SAS/IML 13.1.
262 Chapter 54 / SAS/IML

n SAS/IML 13.2 shipped in August 2014. For more information about the new features
and enhancements in SAS/IML 13.2, see What’s New in SAS/IML 13.2.
n SAS/IML 14.1 shipped in July 2015. For more information about the new features
and enhancements in SAS/IML 14.1, see What’s New in SAS/IML 14.1.
 263

55
SAS Information Delivery Portal

Determining Your Update Path for the SAS

Information Delivery Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 264
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

SAS Information Delivery Portal 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

SAS Information Delivery Portal 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . 267

264 Chapter 55 / SAS Information Delivery Portal

Determining Your Update Path for the

SAS Information Delivery Portal

Upgrading an Existing SAS 9.4 Deployment

SAS Information Delivery Portal 4.4 runs on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.4 (SAS 9.4) 4.4_M1 (SAS 1 To upgrade to the latest release of SAS
9.4_M1), 4.4_M2 Information Portal 4.4, see “Install and
(SAS 9.4_M2) Configure a Software Update” on page 69.
2 Complete any post-configuration steps. For
more information, see “Updating Favorites in
Your Web Browser” on page 267.
 Determining Your Update Path for the SAS Information Delivery Portal 265

Migrating to SAS 9.4

To run SAS Information Delivery Portal 4.4, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.31, 4.31_M1, 4.4, 4.4_M1, 1 Before you migrate, see “SAS Information
4.31_M2 (SAS 9.3) 4.4_M2 (SAS 9.4) Delivery Portal 4.4” on page 266.
4.3 (SAS 9.2_M3) 2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.
3 Complete any post-configuration steps in
“Updating Favorites in Your Web Browser” on
page 267 and SAS 9.4 Intelligence Platform:
Web Application Administration Guide.

4.2 (SAS 9.2) 4.4_M2 (SAS 9.4) 1 Before you upgrade, see “SAS Information
Delivery Portal 4.3” on page 266 and “SAS
Information Delivery Portal 4.4” on page 266.
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.
3 Complete any post-configuration steps in
“Updating Favorites in Your Web Browser” on
page 267 and SAS 9.4 Intelligence Platform:
Web Application Administration Guide.

4.4 (SAS 9.4) 4.4, 4.4_M1 (SAS To migrate within the same SAS release, follow
9.4) the steps in SAS 9.4 Intelligence Platform:
Migration Guide.
266 Chapter 55 / SAS Information Delivery Portal

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.4_M1 (SAS 9.4) 4.4_M1 (SAS 9.4) To migrate within the same release, follow the
steps in SAS 9.4 Intelligence Platform: Migration
Guide.

SAS Information Delivery Portal 4.4

The list of features and enhancements for the SAS Information Delivery Portal has
remained the same since the 4.2 release. The only difference between these releases is
the version of SAS that is required to run the SAS Information Delivery Portal.

Release of SAS Information Delivery

Portal Release of SAS

SAS Information Delivery Portal 4.4 SAS 9.4

SAS Information Delivery Portal 4.31 SAS 9.3

SAS Information Delivery Portal 4.3 SAS 9.2

Note: Starting in SAS Information Delivery Portal 4.4 (which runs on SAS 9.4), data
explorations are no longer converted to reports during migration or promotion.

SAS Information Delivery Portal 4.3

Note: This section is relevant only if you are upgrading to either SAS Information
Delivery Portal 4.4 or the first maintenance release for SAS Information Delivery Portal
4.4. These releases run on SAS 9.4 or the first maintenance release for SAS 9.4,
respectively. These steps are not required if you are upgrading to the second
 Updating Favorites in Your Web Browser 267

maintenance release for SAS Information Delivery Portal 4.4, which runs on the second
maintenance release for SAS 9.4.

If you are running SAS Information Delivery Portal 4.2, you must upgrade to SAS
Information Delivery Portal 4.3 before you upgrade to SAS Information Delivery Portal
4.4. If you upgrade from 4.2 to 4.4, your data explorations in SAS Web Report Studio
4.2 might not convert properly. For more information, see Chapter 90, “SAS Web Report
Studio,” on page 419.

When you upgrade to SAS Information Delivery Portal 4.3, you have these options:
n You can upgrade to the latest release of SAS 9.2. SAS Information Delivery Portal
4.3 runs on SAS 9.2.
To upgrade to the latest release of SAS 9.2, see Planning for Maintenance Releases
and Product Upgrades for SAS 9.2.
n You can upgrade to the latest release of SAS 9.3. SAS Information Delivery Portal
4.31 runs on SAS 9.3.
When you upgrade to SAS 9.3, you can migrate, or you can create a new
deployment. For specific steps, see SAS 9.3 Intelligence Platform: Migration Guide
(if you are migrating to the new release) or SAS 9.3 Intelligence Platform: Installation
and Configuration Guide (if you are creating a new deployment). For post-
configuration steps, see SAS 9.3 Intelligence Platform: Web Application
Administration Guide.

Updating Favorites in Your Web Browser

After the deployment of any new release, you must change the release number in the
resolved URL that you use to open the product. For example, if you upgraded from 4.3
to 4.4, the updated URL is http://server:port/SASLogon/index.jsp?_sasapp=Info
+Delivery+Portal+4.3.
If you saved the URL for the previous release as a Favorite link in a web browser, then
this link is broken when you upgrade to the new release. You must re-create this favorite
268 Chapter 55 / SAS Information Delivery Portal

for the new release. You can also access the SAS Information Delivery Portal by using
this unresolved link: http://server:port/SASPortal.
 269

56
SAS In-Database Technologies

Determining Your Update Path for SAS In-

Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 270
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

SAS 9.4 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

SAS 9.4_M1 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

SAS 9.4_M2 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

SAS 9.4_M3 In-Database Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

270 Chapter 56 / SAS In-Database Technologies

Determining Your Update Path for SAS

In-Database Technologies

Upgrading an Existing SAS 9.4 Deployment

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS 9.4_M1 In-
9.4_M3 Database Technologies” on page 272, “SAS
9.4_M2 In-Database Technologies” on page 272,
and “SAS 9.4_M3 In-Database Technologies” on
page 272 (if appropriate).
2 To upgrade to the latest release of SAS 9.4 In-
Database Technologies, see “Install and
Configure a Software Update” on page 69.

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS 9.4_M2 In-
Database Technologies” on page 272 and “SAS
9.4_M3 In-Database Technologies” on page 272
(if appropriate).
2 To upgrade to the latest release of SAS 9.4 In-
Database Technologies, see “Install and
Configure a Software Update” on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS 9.4_M3 In-

Database Technologies” on page 272.
2 To upgrade to the latest release of SAS 9.4 In-
Database Technologies, see “Install and
Configure a Software Update” on page 69.

Migrating to SAS 9.4

You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.
 SAS 9.4 In-Database Technologies 271

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS 9.4 In-Database
9.3_M2 9.4_M2, 9.4_M3 Technologies” on page 271, “SAS 9.4_M1 In-
Database Technologies” on page 272, “SAS
9.4_M2 In-Database Technologies” on page 272,
and “SAS 9.4_M3 In-Database Technologies” on
page 272 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and configuring

SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For pre-installation and post-configuration
information, see SAS 9.4 In-Database Products:
Administrator’s Guide on the product documentation
page for SAS In-Database Technology.

SAS 9.4 In-Database Technologies

Beginning with SAS 9.4, in-database processing has been enhanced by the addition of
SAS In-Database Code Accelerator for Teradata and Greenplum. SAS In-Database
Code Accelerator enables you to publish a thread program to the database and execute
the thread program in parallel inside the database.

In-database scoring for Netezza has been enhanced by the addition of the SAS
Embedded Process. The SAS Embedded Process is a SAS server process that runs
within Netezza to read and write data.
272 Chapter 56 / SAS In-Database Technologies

SAS 9.4_M1 In-Database Technologies

In the first maintenance release for SAS 9.4, the default behavior for SAS In-Database
Code Accelerator has changed. DS2 code is not executed inside the database by
default. You must set either the new DS2ACCEL system option to ANY or the PROC
DS2 DS2ACCEL option to YES to enable DS2 code to run inside the database. For
more information, see the SAS DS2 Language Reference and Base SAS Procedures
Guide.

SAS 9.4_M2 In-Database Technologies

The second maintenance release for SAS 9.4 shipped in August 2014.

SAS 9.4_M3 In-Database Technologies

The third maintenance release for SAS 9.4 shipped in July 2015. In this release, the
installation and configuration of the SAS Embedded Process for Hadoop has been
improved and simplified.
n For Cloudera and Hortonworks, Cloudera Manager and Ambari can be used to
install the SAS Embedded Process and the SAS Hadoop MapReduce JAR files.
n For IBM BigInsights, MapR, and Pivotal HD, the in-database deployment package is
delivered to the client from the SAS Install Depot and manually installed.
In addition, the SAS Embedded Process and the SAS Hadoop MapReduce JAR files
are installed with one script instead of with two separate scripts. The new process has a
smaller client footprint and a faster installation.
Also, the SAS Embedded Process for Hadoop has been rewritten and no longer runs as
a Linux service. For more information, see SAS In-Database Products: Administrator’s
 SAS 9.4_M3 In-Database Technologies 273

Guide. The installation and configuration of the SAS Embedded Process for Teradata
has been improved and simplified. The in-database deployment package is delivered to
the client from the SAS Install Depot. The new process has a smaller client footprint and
a faster installation.

For more information about this release, see the product documentation page for SAS
In-Database Technology.
274 Chapter 56 / SAS In-Database Technologies
 275

57
SAS Information Map Studio

Determining Your Update Path for SAS

Information Map Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 276
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

SAS Information Map Studio 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

About Updates to SAS Information Map Studio . . . . . . . . . . . . . . . . . . 278
Special Considerations When Upgrading SAS
Information Map Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

SAS Information Map Studio 4.31 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

276 Chapter 57 / SAS Information Map Studio

Determining Your Update Path for SAS

Information Map Studio

Upgrading an Existing SAS 9.4 Deployment

SAS Information Map Studio 4.4 runs on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To High-Level Steps and Resources

4.4 (SAS 9.4) 4.4_M1 (SAS To upgrade to the latest release of SAS
9.4_M1), 4.4_M2 Information Map Studio, see “Install and
(SAS 9.4_M2) Configure a Software Update” on page 69.

4.4_M1 (SAS 4.4_M2 (SAS To upgrade to the latest release of SAS

9.4_M1) 9.4_M2) Information Map Studio, see “Install and
Configure a Software Update” on page 69.

Migrating to SAS 9.4

To run SAS Information Map Studio 4.4, you must be running SAS 9.4. You can migrate
to SAS 9.4, or you can create a new SAS 9.4 deployment.
 Determining Your Update Path for SAS Information Map Studio 277

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.31, 4.31_M1, 4.4, 4.4_M1, 4.4_M2 1 Before you migrate, see “SAS Information
4.31_M2 (SAS 9.3) (SAS 9.4) Map Studio 4.4” on page 278.
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.
3 Complete the post-configuration steps in
SAS 9.4 Intelligence Platform: Desktop
Applications Guide

4.2 (SAS 9.2, SAS 4.4_M2 (SAS 9.4) 1 Before you upgrade, see “SAS Information
9.2_M1, SAS Map Studio 4.31” on page 279 and “SAS
9.2_M2), 4.2_M2 Information Map Studio 4.4” on page 278.
(SAS 9.2_M3)
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.
3 Complete the post-configuration steps in
SAS 9.4 Intelligence Platform: Desktop
Applications Guide

4.4, 4.4_M1 (SAS 4.4, 4,4_M1, 4.4_M2 To migrate within the same SAS release, see
9.4) (SAS 9.4) SAS 9.4 Intelligence Platform: Migration Guide.

4.4_M2 (SAS 4.4_M2 (SAS To migrate within the same release, see SAS
9.4_M1) 9.4_M2) 9.4 Intelligence Platform: Migration Guide.
278 Chapter 57 / SAS Information Map Studio

SAS Information Map Studio 4.4

About Updates to SAS Information Map

Studio
The list of features and enhancements for SAS Information Map Studio has remained
the same since SAS Information Map Studio 4.2. The only difference between these
releases is the version of SAS that is required to run SAS Information Map Studio.

Release of SAS Information Map Studio Release of SAS

SAS Information Map Studio 4.4 SAS 9.4

SAS Information Map Studio 4.31 SAS 9.3

SAS Information Map Studio 4.2 SAS 9.2

Special Considerations When Upgrading SAS

Information Map Studio
n SAS Information Map Studio cannot open an information map that uses the
advanced join model, assigned results filter, or localized properties features that
were introduced in SAS 9.3. You can use the INFOMAPS procedure in SAS 9.3 and
later to add these features to an information map. If you use the INFOMAPS
procedure, you must continue using the procedure to work with the information map.
n For SAS Information Map Studio, continue to use stored processes that are
compatible with SAS 9.2. Upgrading stored processes to use new features that are
available in SAS 9.3 might cause errors when the upgraded stored processes are
used by information maps. If you have already upgraded your stored processes and
you are experiencing problems, you can make your stored processes compatible
with SAS 9.2. For more information, see the Make Compatible feature in the Help for
SAS Management Console.
 SAS Information Map Studio 4.31 279

n If you cannot find a stored process in SAS Information Map Studio, the Hide from
user option might have been specified for the stored process. This option is
available in SAS 9.3 and later.

SAS Information Map Studio 4.31

Note: This section is relevant only if you are upgrading to either SAS Information Map
Studio 4.4 or the first maintenance release for SAS Information Map Studio 4.4. These
releases run on SAS 9.4 or the first maintenance release for SAS 9.4, respectively.
These steps are not required if you are upgrading to the second maintenance release
for SAS Information Map Studio 4.4, which runs on the second maintenance release for
SAS 9.4.

If you are running SAS Information Map Studio 4.2, you must upgrade to SAS
Information Map Studio 4.2_M2 before you upgrade to SAS Information Map Studio 4.4.
If you upgrade from 4.2 to 4.4, your data explorations in SAS Web Report Studio 4.2
might not convert properly. For more information, see Chapter 90, “SAS Web Report
Studio,” on page 419.

When you upgrade to SAS Information Map Studio 4.31, you have these options:
n You can upgrade to the latest release of SAS 9.2. SAS Information Map Studio
4.2_M2 runs on the third maintenance release for SAS 9.2.
To upgrade to the latest release of SAS 9.2, see Planning for Maintenance Releases
and Product Upgrades for SAS 9.2.
n You can upgrade to the latest release of SAS 9.3. SAS Information Map Studio 4.31
runs on SAS 9.3.
When you upgrade to SAS 9.3, you can migrate, or you can create a new
deployment. For specific steps, see SAS 9.3 Intelligence Platform: Migration Guide
(if you are migrating to the new release) or SAS 9.3 Intelligence Platform: Installation
and Configuration Guide (if you are creating a new deployment). For post-
configuration steps, see SAS 9.3 Intelligence Platform: Web Application
Administration Guide.
280 Chapter 57 / SAS Information Map Studio
 281

58
SAS Integration Technologies

Determining Your Update Path for SAS

Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 282
Determining Your Upgrade Path for SAS
Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

SAS 9.4 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

SAS Stored Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
SAS BI Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
SAS Publishing Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
SAS Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

SAS 9.4_M1 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

SAS 9.4_M2 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

SAS 9.4_M3 Integration Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

282 Chapter 58 / SAS Integration Technologies

Determining Your Update Path for SAS

Integration Technologies

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4, 9.4_M1, 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS 9.4_M1
9.4_M2 9.4_M3 Integration Technologies” on page 285 , “SAS
9.4_M2 Integration Technologies” on page
285, and “SAS 9.4_M3 Integration
Technologies” on page 285 (if appropriate).
2 To upgrade to the latest release of SAS 9.4
Integration Technologies, see “Install and
Configure a Software Update” on page 69.
 Determining Your Update Path for SAS Integration Technologies 283

Determining Your Upgrade Path for SAS

Integration Technologies
To run SAS Integration Technologies 9.4, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4. 9.4_M1, 1 Before you migrate, see “SAS 9.4 Integration
9.3_M2 9.4_M2, 9.4_M3 Technologies” on page 284, “SAS 9.4_M1
Integration Technologies” on page 285, “SAS
9.4_M2 Integration Technologies” on page
285, and “SAS 9.4_M3 Integration
Technologies” on page 285 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS
Integration Technologies
284 Chapter 58 / SAS Integration Technologies

SAS 9.4 Integration Technologies

SAS Stored Processes

PROC STP executes stored processes remotely by default. In SAS 9.3, they were
executed locally by default. If you want to use PROC STP to execute a stored process
locally, specify the SERVER=LOCAL option.

In SAS 9.3, new features were made available for stored processes. If your client does
not support the new stored process features, then you might need to make your stored
process compatible with 9.2. For more information about how to make stored processes
compatible with SAS 9.2, see the Help in SAS Management Console.

SAS BI Web Services

Resource suffixes for RESTful web service access have been updated. The following
table shows the new 9.4 suffixes compared to their 9.3 suffixes:

Suffix for SAS 9.3 Updated Suffix for SAS 9.4

/parameters/ /outputParameters/

/streams/ /dataTargets/

/packages/ /packageEntries/

If you are upgrading from an earlier release, note that in SAS/IntrNet 9.3, SAS BI Web
Services for .NET was discontinued. SAS BI Web Services for Java supports .NET
versions of generated web services that are migrated from SAS 9.2 in a way that is
transparent for clients.
 SAS 9.4_M3 Integration Technologies 285

SAS Publishing Framework

Event publishing has been discontinued, and the event publishing documentation has
been removed. Instead, use PROC HTTP to issue HTTP requests and receive
responses from an HTTP server.

SAS Foundation Services

In SAS Foundation Services, the Event Broker Service is no longer available.

SAS 9.4_M1 Integration Technologies

The first maintenance release for SAS 9.4 Integration Technologies shipped in
December 2013. For more information about this release, see the software product
page for SAS Integration Technologies.

SAS 9.4_M2 Integration Technologies

The second maintenance release for SAS 9.4 Integration Technologies shipped in
August 2014. For more information about this release, see the software product page
for SAS Integration Technologies.

SAS 9.4_M3 Integration Technologies

The third maintenance release for SAS 9.4 Integration Technologies shipped in July
2015. In this release, the App.AllowGuest initialization parameter has been added for
the SAS Stored Process Web Application. This parameter causes a Guest option to
display on the SAS Logon Manager sign-in screen. When the AllowGuest parameter is
286 Chapter 58 / SAS Integration Technologies

set to true, App.AllowGuest must also be set to true, or GuestUsername and

GuestPassword must be set.

For more information about this release, see the software product page for SAS
Integration Technologies.
 287

59
SAS Intelligence Platform

Determining Your Update Path for SAS Intelligence Platform . 288

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 288
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

SAS 9.4 Intelligence Platform System Administration . . . . . . . . . . 289

Changes to the Middle Tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Exceptions to the Middle-Tier Clustering Support . . . . . . . . . . . . . . . . 290
Changes to the SAS Logon Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
SAS Web Infrastructure Platform Data Server . . . . . . . . . . . . . . . . . . . . 292
Deployment Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Metadata Server Backup and Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Clustered Metadata Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
SAS Information Delivery Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
SAS Deployment Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

SAS Intelligence Platform 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Deployment Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Metadata Server Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Server Start-up Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

SAS Intelligence Platform 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

SAS Web Infrastructure Platform Data Server . . . . . . . . . . . . . . . . . . . . 299
Deployment Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Batch Relationship Reporting Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Changes in SAS Mobile BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
288 Chapter 59 / SAS Intelligence Platform

SAS Intelligence Platform 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

SAS Environment Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Deployment Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Batch Relationship Reporting Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Deprecated Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Determining Your Update Path for SAS

Intelligence Platform

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS Intelligence

9.4_M3 Platform 9.4_M1” on page 298, “SAS
Intelligence Platform 9.4_M2” on page 299,
and “SAS Intelligence Platform 9.4_M3” on
page 300 (if appropriate).
2 To upgrade to the latest release of SAS 9.4
Intelligence Platform, see “Install and
Configure a Software Update” on page 69.

Migrating to SAS 9.4

To run the SAS 9.4 Intelligence Platform, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.
 SAS 9.4 Intelligence Platform System Administration 289

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS Intelligence
9.3_M2 9.4_M2, 9.4_M3 Platform 9.4_M1” on page 298, “SAS
Intelligence Platform 9.4_M2” on page 299,
and “SAS Intelligence Platform 9.4_M3” on
page 300 (if appropriate).
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.

9.4, 9.4_M1, 9.4, 9.4_M1, To migrate within the same SAS release, see
9.4_M2 9.4_M2, 9.4_M3 SAS Intelligence Platform: Installation and
Configuration Guide.

9.4_M3 9.4_M3 To migrate within the same SAS release, see

SAS Intelligence Platform: Installation and
Configuration Guide.

SAS 9.4 Intelligence Platform System

Administration

Changes to the Middle Tier

Beginning with SAS 9.4, a web application server, such as JBoss, IBM WebSphere, or
Oracle WebLogic, is no longer required. Also, you do not need to download and install a
Java Development Kit for the middle tier.

SAS 9.4 includes SAS Web Application Server. It is based on VMware vFabric tc
Server. The middle tier includes SAS Web Server, an HTTP server that is based on
VMware vFabric Web Server. The SAS deployment tools can install and configure these
servers automatically with the following features:
n horizontal and vertical clustering of SAS Web Application Server
290 Chapter 59 / SAS Intelligence Platform

n load-balancing proxy server configuration of SAS Web Server

n HTTPS support for SAS Web Server with CA-signed certificates or self-signed
certificates

The new SAS Environment Manager offers monitoring and management features for
these servers. For more information, see Chapter 41, “SAS Environment Manager,” on
page 211.

The SAS 9.4 middle tier includes JMS Broker for Java Message Services. A Cache
Locator is installed and configured on the middle-tier machine. The Cache Locator is
used by SAS Web Application Server to locate other SAS applications that use a
distributed data cache for sharing information.

The SAS Remote Services application is deprecated, and SAS Enterprise Business
Intelligence deployments do not use the server. The SAS Remote Services application
is included with the software for backward compatibility with custom applications that
rely on it.

Exceptions to the Middle-Tier Clustering

Support
When you deploy SAS 9.4, you have the option of clustering your middle-tier servers.
Not all products support this clustering. If you configure a clustered middle-tier
environment and you deploy one of the products that do not support clustering, the non-
supporting product runs on only one node in the cluster. If that node is not available, the
product is not available (even if other SAS applications are available on other nodes in
the cluster). For more information, see SAS Intelligence Platform: Middle-Tier
Administration Guide.

The following table lists the products that do not support this clustering feature.

Product Release Number Notes

SAS BI Dashboard 4.4

SAS Business Rules 2.1 Support was added in SAS

Manager Business Rules Manager 2.2.
 SAS 9.4 Intelligence Platform System Administration 291

Product Release Number Notes

SAS Contextual Analysis 12.3 Support was added in SAS

Contextual Analysis 13.2.

SAS Cost and Profitability 8.1

Management Mid-Tier

SAS Decision Manager 2.1 Support was added in SAS

Decision Manager 2.2.

SAS Digital Marketing 6.3

SAS Enterprise Miner 12.3 Support was added in SAS

Enterprise Miner 13.1.

SAS Financial Management 5.4

SAS Forecast Server 12.3 Support was added in SAS

Forecast Server 13.1.

SAS IT Resource 3.4, 3.5 Support was added in SAS IT

Management Resource Management 3.6.

SAS Model Manager 12.3 Support was added in SAS

Model Manager 13.1.

SAS Risk Management for 3.2

Banking

SAS Security Intelligence 6.1

Workbench

SAS Text Miner 12.3 Support was added in SAS

Text Miner 13.1.

SAS Time Series Studio 12.3 Support was added in SAS

Time Series Studio 13.1.
292 Chapter 59 / SAS Intelligence Platform

Changes to the SAS Logon Manager

Before updating your software, review these changes to the SAS Logon Manager:
n In SAS 9.3, the SAS Logon Manager application could be configured to log
application response measurement (ARM) information for logon and logoff activities.
For SAS 9.4, SAS Logon Manager uses a different architecture. The new
architecture does not support ARM monitoring.
n For sites that prevented concurrent logon sessions in SAS Logon Manager, the
name of the policy that provides this feature has changed. In SAS 9.3, the
Policy.DisableConcurrentUserLogins property accepted a value of true. In SAS 9.4,
setting the value of Policy.ConcurrentUserLogins to deny prevents concurrent
logons in the same way that setting Policy.DisableConcurrentUserLogins to true
prevents concurrent logons in SAS 9.3.
n SAS 9.4 introduces a global single sign-on session. (The default value is 12 hours.)
In previous releases, when a user reached the HTTP session time-out interval (with
a default value of 30 minutes), the user was logged off and had to provide
credentials and reauthenticate to use the application or any other SAS web
application. In SAS 9.4, the global single sign-on session enables the user to access
a timed-out application, or any other SAS web application, and get a new HTTP
session without reauthenticating. The SAS 9.3 and earlier behavior can be
reproduced by configuring the Log user off on timeout policy for SAS Logon
Manager.

For more information, see SAS Intelligence Platform: Middle-Tier Administration Guide.

SAS Web Infrastructure Platform Data Server

SAS Web Infrastructure Platform requires a transactional data store for middle-tier data
such as alerts, comments, and workflows, as well as data for the SAS Content Server.
To avoid the expense of licensing a third-party vendor database and to offer complete
support through SAS software, SAS provided a data server to meet this need.

In the SAS 9.2 release, SAS Table Server was offered. In the SAS 9.3 release, SAS
Framework Data Server was offered. In SAS 9.2 and SAS 9.3, respectively, the SAS
 SAS 9.4 Intelligence Platform System Administration 293

Table Server and SAS Framework Data Server could be replaced with a third-party
vendor database. Using a customer-selected database was popular for deployments
that included a SAS solution that required a database such as Oracle. The transactional
needs for the solution and the middle tier could be consolidated in one database and
avoided the need for additional administration of a data server offered by SAS.

SAS 9.4 includes SAS Web Infrastructure Platform Data Server. The data server is
based on PostgreSQL 9.1.9. Besides fulfilling the role of data store for middle-tier data,
it also stores transactional information for SAS Environment Manager. The EVManager
database instance that is used by SAS Environment Manager depends on the SAS
Web Infrastructure Platform Data Server to log performance data. This dependency
cannot be met by a third-party vendor database.

If you used a third-party vendor database for SAS 9.2 or SAS 9.3, the SharedServices
database instance can continue to use the third-party vendor database when updating
to SAS 9.4. However, you must use the SAS Web Infrastructure Platform Data Server
for the SAS Environment Manager database (the EVManager database instance).

Deployment Backup
The Deployment Backup and Recovery tool, which is new with SAS 9.4, provides an
integrated method for backing up and recovering your SAS content across multiple tiers
and machines. If this tool is configured, it automatically backs up the following
components on the SAS server tier, middle tier, and data tier:
n the metadata server repositories, the repository manager, and all of the files in the
metadata server’s configuration directory.
n the contents of the Data, SASEnvironment, and server configuration directories for
each server on the SAS server tier. (If symbolic links in these directories point to
other locations, the referenced locations are not backed up.)
n all databases that are managed by the SAS Web Infrastructure Platform Data
Server.
By default, the tool backs up these items automatically every Sunday at 1:00 a.m. All
components (except the metadata server) are backed up to the following path on their
respective host machines: SAS-configuration-directory/Levn/Backup/
Vault. By default, backups are retained there for 30 days.
294 Chapter 59 / SAS Intelligence Platform

For metadata server backups, the tool uses the metadata server backup utility and its
configured backup location and retention policy.

The Deployment Backup and Recovery tool also enables you to specify a central,
network-accessible vault location. A central vault is highly recommended for multiple-
machine deployments. For deployments that are not current with the second
maintenance release for SAS 9.4, a central vault is required if your middle-tier
environment includes a clustered SAS Content Server. If a central vault is specified, the
backups from each host machine are copied to the central vault following each backup
operation. By default, files are retained in the central vault for 30 days.

The Deployment Backup and Recovery tool includes batch scripts that you can use to
perform these tasks:
n execute an ad hoc (unscheduled) backup
n specify a different backup schedule, a different vault location, or additional
directories under SAS-configuration-directory/Levn that you want to back
up
n display information such as the current schedule, the current configuration, and
detailed backup history
n complete a full or partial recovery from one of the backups

If your deployment has a heterogeneous operating system environment, you can use
the Deployment Backup and Recovery Tool only if your deployment is current with the
first maintenance release for SAS 9.4. A heterogeneous environment is one in which
the host machines that are included in the backup are in different operating system
families (for example, both UNIX and Windows). The first maintenance release also
includes support for manually configuring a central vault location in heterogeneous
deployments.

For more information, see “Using the Deployment Backup and Recovery Tool” in SAS
Intelligence Platform: System Administration Guide.
 SAS 9.4 Intelligence Platform System Administration 295

Metadata Server Backup and Recovery

The default backup schedule for the stand-alone metadata server backup has been
changed from seven days a week to six days a week (daily except Sunday) at 1:00 a.m.
If you migrate from SAS 9.3 to SAS 9.4, the migration utility performs these tasks:
n migrates your metadata server backup schedule and retention policy to the new
deployment. (If no metadata server backup schedule or retention policy is defined in
your SAS 9.3 deployment, none will be specified in your SAS 9.4 deployment.)
n removes from the SAS 9.4 metadata server backup schedule any backups that are
scheduled on Sunday from 00:00 through 11:59 a.m. This prevents conflicts with the
metadata server backup that is performed every Sunday at 1:00 a.m. by the
Deployment Backup and Recovery tool.
Do not schedule stand-alone metadata server backups during this time if the
Deployment Backup and Recovery tool has been configured.
n sets the metadata server backup destination to the location that you specify in the
SAS Deployment Wizard. The default destination is SAS-configuration-
directory/Levn/SASMeta/MetadataServer/Backups in your SAS 9.4
configuration directory.
In the first maintenance release for SAS 9.4, the metadata server script includes a
–recover option. This option starts a server that is not currently running, and then
restores the server’s metadata repository from the most recent backup. The option
provides an easy way to recover a server or node that is unresponsive. For more
information, see “Backing Up and Recovering the SAS Metadata Server” in SAS
Intelligence Platform: System Administration Guide.

Clustered Metadata Servers

SAS 9.4 provides the option of implementing a metadata server cluster. This feature
provides redundancy and high availability of the metadata server, which is a core
component of the SAS infrastructure. Clustering ensures that the server continues to
operate if a server host machine fails. These servers can be monitored, and in SAS
296 Chapter 59 / SAS Intelligence Platform

Environment Manager, you can view reports for metrics, such as health, availability, and
quorum status.

If your SAS 9.4 deployment includes a clustered metadata server, be aware of the
following special considerations:
n To start a clustered metadata server, use your preferred method (for example, the
server script, SAS Environment Manager, or Windows Service Manager) to start
each of the nodes in the cluster. The nodes can be started in any order.
n Make sure that all of the nodes are running before you start components that
depend on the metadata server.
n The Active Server Properties dialog box, which is available in the Metadata
Manager node of SAS Management Console, includes a new Cluster tab that
displays the overall status of the cluster. Individual nodes can be monitored in SAS
Environment Manager and in SAS Management Console Server Manager.
n The following administrative functions cannot be performed on a server that is
running with the cluster option:
o completing a metadata server recovery
o backing up the metadata server with the REORG option
o running the optimizeIMDB command option of the metadata server script
o running the Metadata Analyze and Repair tools
To perform one of these functions, use the startNoCluster option of the metadata
server script to start a single node without the clustering option. After performing the
function, restart (or stop and start) the node to place it in cluster mode as the master
node. Then start the other nodes in the cluster. The master node updates the other
nodes with the new data from the recovery, REORG, optimizeIMDB, or analyze and
repair operation.
n The logging facility creates a separate log for each node in the cluster. The logs are
stored on their respective host machines and are available for viewing in SAS
Management Console.
n Effective with the second maintenance release for SAS 9.4, metadata server
clustering is supported on z/OS. In previous SAS 9.4 releases, metadata server
 SAS 9.4 Intelligence Platform System Administration 297

clustering is supported only on UNIX and Windows. All of the nodes in the cluster
must have the same operating system.

To update a deployment with a clustered metadata server:

1 Terminate all active SAS sessions, daemons, spawners, and servers.

2 Upgrade the first node (that is, the initially configured metadata server). The node is
restarted automatically after the upgrade.

3 Update the remaining nodes in the cluster.

4 Update the remaining tiers in your deployment.

For more information, see “Using Metadata Server Clustering” in SAS Intelligence
Platform: System Administration Guide.

SAS Information Delivery Portal

In SAS Information Delivery Portal 4.4 (which runs on SAS 9.4), data explorations are
no longer converted to reports during migration or promotion.

SAS Deployment Agent

The SAS Deployment Agent, which is new with SAS 9.4, is required for some
administration activities such as creating new servers, configuring middle-tier clustering,
and using the Deployment Backup and Recovery tool. For more information, see
“Starting and Stopping the SAS Deployment Agent” in SAS Intelligence Platform:
System Administration Guide.
298 Chapter 59 / SAS Intelligence Platform

SAS Intelligence Platform 9.4_M1

Deployment Backup
Effective with the first maintenance release for SAS 9.4, the Deployment Backup and
Recovery tool includes the following changes:
n The syntax has changed for the sas-backup and sas-list-backups commands.
n The input file specifications have changed for the following commands: sas-
backup, sas-set-backup-schedule, and sas-remove-backup-schedule.
n The sas-status-backup command can be used only to display the status of a
backup operation. It no longer reports the status of recoveries.
n An alert email is generated if a backup or recovery is unsuccessful. By default, the
email is sent to the system administrator email address that was specified in the
SAS Deployment Wizard.
n A new offline recovery command (sas-recover-offline) can restore files from
the deployment backup when some resources are unavailable or have been taken
offline.
n On UNIX machines, it is no longer necessary to list the backup user (typically, the
SAS Installer user) in the etc/sudoers file.

Metadata Server Recovery

In the first maintenance release for SAS 9.4, the metadata server script includes a –
recover option. This option starts a single node and then restores the node’s metadata
repository from the most recent backup, which provides an easy way to recover a server
or node that is unresponsive.
 SAS Intelligence Platform 9.4_M2 299

Server Start-up Order

In the first maintenance release for SAS 9.4, the documentation was changed to
recommend that the SAS Web Server be started before the SAS Web Application
Server. This start-up order helps ensure optimum performance when web applications
are initialized. The sas.servers script has also been changed to incorporate the new
order.

SAS Intelligence Platform 9.4_M2

SAS Web Infrastructure Platform Data Server

Effective with the second maintenance release for SAS 9.4, Teradata is no longer
supported as an alternate data server for SAS Web Infrastructure Platform Services.

Deployment Backup
Effective with the second maintenance release for SAS 9.4, the Deployment Backup
and Recovery tool includes the following changes:
n If you have specified a central vault location, the local backups are deleted from
each host machine after they are successfully copied to the central vault. However,
metadata server backups are not deleted from the location that is used by the
metadata server backup utility.
n A central vault location is no longer required if your middle-tier environment includes
a clustered SAS Content Server.
n When you use sas-update-backup-config to specify a central vault location,
the location is automatically added to the BackupServer.ini file.
n The syntax has changed for sas-remove-backup-schedule and sas-remove-
backup-customdir. JSON files are no longer used with these commands.
n The input data specifications for sas-add-backup-customdir have changed.
300 Chapter 59 / SAS Intelligence Platform

n Error messages have been modified to improve clarity.

n The recovery process uses checksums to validate the contents of the specified
backup directory against the originally created backup. If the validation fails, a
warning message is generated and the recovery is not performed. To perform the
recovery without validating the files, you can specify the new forced option be used
with the recovery command to perform the recovery without validating the files.
n Commands can be run from any directory.

Batch Relationship Reporting Tools

In the second maintenance release for SAS 9.4, the terminology has changed for
reports produced by the sas-relationship-reporter batch command. For
example, the term Contains replaces the term Includes.

Changes in SAS Mobile BI

SAS Mobile BI 7.1 has a new user interface. The new interface does not include a
banner. For this reason, support for the configuration properties that customize the
banner in the native mobile viewers is discontinued in SAS Mobile BI 7.1.

SAS Intelligence Platform 9.4_M3

SAS Environment Manager

SAS Environment Manager 2.5 shipped with the third maintenance release for SAS 9.4.
The stored process reports in the Report Center have been replaced with stored
process prompts, and the SAS Environment Management Data Mart now supports a
federated data mart structure.

The new SAS Backup Manager can be accessed from the Administration tab of SAS
Environment Manager. The SAS Backup Manager is an easy-to-use interface for
scheduling, configuring, monitoring, and performing integrated backups. The interface
 SAS Intelligence Platform 9.4_M3 301

incorporates most of the functions of the Deployment Backup and Recovery tool’s batch
commands.

Deployment Backup
In the third maintenance release for SAS 9.4, the Deployment Backup and Recovery
tool includes these changes:
n The command sas-update-backup-config has a new syntax and new filtering
capabilities.
n The following commands have been deprecated: sas-display-backup-source-
config, sas-add-backup-customdir, sas-display-backup-customdir,
and sas-remove-backup-customdir. For equivalent functionality, use sas-
display-backup-config and sas-update-backup-config.
n Some of the labels in the input file for sas-recover-offline and sas-recover
have been changed.

Batch Relationship Reporting Tools

Automatic loading of relationship data is configured by default to execute on an hourly
basis. Cleaning of relationship data is configured by default to execute daily at 11:00
p.m.

Deprecated Features
SAS has deprecated support of the SAS Audit, Performance, and Management
package. The functionality provided by the package was integrated into SAS
Environment Manager 2.4.
302 Chapter 59 / SAS Intelligence Platform
 303

60
SAS/IntrNet

Determining Your Update Path for SAS/IntrNet . . . . . . . . . . . . . . . . . . . 304

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 304
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

SAS/IntrNet 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

SAS/IntrNet 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

SAS/IntrNet 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

SAS/IntrNet 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

304 Chapter 60 / SAS/IntrNet

Determining Your Update Path for

SAS/IntrNet

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS/IntrNet 9.4_M1”

9.4_M3 on page 305, “SAS/IntrNet 9.4_M2” on page
306, and “SAS/IntrNet 9.4_M3” on page 306
(if appropriate).
2 To upgrade to the latest release of SAS/IntrNet
9.4, see “Install and Configure a Software
Update” on page 69.

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS/IntrNet 9.4_M2”

on page 306 and “SAS/IntrNet 9.4_M3” on
page 306 (if appropriate).
2 To upgrade to the second maintenance
release for SAS 9.4, see “Install and Configure
a Software Update” on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS/IntrNet 9.4_M3”

on page 306.
2 To upgrade to the third maintenance release
for SAS 9.4, see “Install and Configure a
Software Update” on page 69.

Migrating to SAS 9.4

To run the latest release of SAS/IntrNet, you must upgrade to SAS 9.4. You can migrate
to SAS 9.4, or you can create a new SAS 9.4 deployment.
 SAS/IntrNet 9.4_M1 305

Release That
Current Release You Are
at Your Site Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS/IntrNet 9.4” on
9.3_M2 9.4_M2, 9.4_M3 page 305, “SAS/IntrNet 9.4_M1” on page 305,
“SAS/IntrNet 9.4_M2” on page 306, and
“SAS/IntrNet 9.4_M3” on page 306 (if
appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and configuring

SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/IntrNet

SAS/IntrNet 9.4
Beginning with SAS/IntrNet 9.3, the SAS/IntrNet Configuration Utility was replaced by
the SAS/IntrNet Service Tasks in the SAS Deployment Manager. The Create a New
IntrNet Service utility on Windows and the inetcfg.pl script on UNIX are no longer
available.

SAS/IntrNet 9.4_M1
The first maintenance release for SAS/IntrNet 9.4 shipped in December 2013. For more
information about this release, see the product documentation page for SAS/IntrNet
Software.
306 Chapter 60 / SAS/IntrNet

SAS/IntrNet 9.4_M2
The second maintenance release for SAS/IntrNet 9.4 shipped in August 2014. In this
release, the default value for DebugMask has changed from 32767 to 0, which indicates
that all debug values are disabled. For more information about this release, see the
product documentation page for SAS/IntrNet Software.

SAS/IntrNet 9.4_M3
The third maintenance release for SAS/IntrNet 9.4 shipped in July 2015. For more
information about this release, see the product documentation page for SAS/IntrNet
Software.
 307

61
SAS Inventory Optimization
Workbench

Determining Your Update Path for SAS

Inventory Optimization Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 307
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

About SAS Inventory Optimization Workbench . . . . . . . . . . . . . . . . . . 308

Determining Your Update Path for SAS

Inventory Optimization Workbench

Upgrading an Existing SAS 9.4 Deployment

SAS Inventory Optimization Workbench 5.2 and 5.3 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.2, 5.2_M2 (SAS 5.2_M2, 5.3 For more information about how to upgrade to the
9.4) (SAS 9.4) latest release, see SAS Inventory Optimization
Workbench: Upgrade and Migration Guide.
308 Chapter 61 / SAS Inventory Optimization Workbench

Migrating to SAS 9.4

To run SAS Inventory Optimization Workbench 5.2 and 5.3, you must be running SAS
9.4.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1 (SAS 9.3) 5.2, 5.2_M2, 5.3 For more information about how to migrate to this
(SAS 9.4) release, see SAS Inventory Optimization
Workbench: Upgrade and Migration Guide.
5.2, 5.2_M2 (SAS 5.3 (SAS 9.4)
9.4)

5.3 (SAS 9.4) 5.3 (SAS 9.4)

About SAS Inventory Optimization

Workbench
SAS Inventory Optimization Workbench is an inventory optimization and planning
module of the SAS Demand-Driven Planning and Optimization suite. SAS Inventory
Optimization Workbench helps inventory analysts and buyers track, monitor, and predict
the inventory for products. SAS Inventory Optimization Workbench helps organizations
with a single-echelon or multi-echelon network gain instant visibility and an
understanding of the inventory performance for their products without relying on manual
calculations and judgments.

SAS shipped these releases of SAS Inventory Optimization Workbench:

n SAS Inventory Optimization Workbench 5.2 in August 2014
n the second maintenance release for SAS Inventory Optimization Workbench in May
2015
 About SAS Inventory Optimization Workbench 309

n SAS Inventory Optimization Workbench 5.3 in May 2016

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Inventory Optimization Workbench.

Note: The documentation for SAS Inventory Optimization Workbench is available only
to customers who license this product.
310 Chapter 61 / SAS Inventory Optimization Workbench
 311

62
SAS IT Resource Management

Determining Your Update Path for SAS IT

Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 311
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

About SAS IT Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Determining Your Update Path for SAS

IT Resource Management

Upgrading an Existing SAS 9.4 Deployment

SAS IT Resource Management 3.4, 3.5, 3.6, and 3.7 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.4 (SAS 9.4_M1); 3.7 (SAS 9.4_M3) 1 Before you upgrade, see “About SAS IT
3.5 or 3.6 (SAS Resource Management” on page 312.
9.4_M2)
2 To upgrade to the latest release of SAS IT
Resource Management, see “Install and
Configure a Software Update” on page 69.
312 Chapter 62 / SAS IT Resource Management

Migrating to SAS 9.4

To run SAS IT Resource Management 3.4, you must be running the first maintenance
release for SAS 9.4. To run SAS IT Resource Management 3.5 or 3.6, you must be
running the second maintenance release for SAS 9.4. To run SAS IT Resource
Management 3.7, you must be running the third maintenance release for SAS 9.4

You can migrate to the latest release of SAS 9.4, or you can create a new deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.3, 3.21 (SAS 9.3) 3.4 (SAS 9.4_M1); 1 Before you migrate, see What’s New in SAS
3.5 or 3.6 (SAS IT Resource Management.
9.4_M2); 3.7 (SAS
9.4_M3) 2 To migrate to the new release, see SAS IT
Resource Management : Migration Guide.

3.4 (SAS 9.4_M1); 3.7 (SAS 9.4_M3) To migrate to SAS IT Resource Management
3.5 or 3.6 (SAS 3.7, see SAS IT Resource Management 3.7:
9.4_M2) Migration Guide.

3.7 (SAS 9.4_M3) 3.7 (SAS 9.4_M3) To migrate within the same release, see SAS IT
Resource Management 3.7: Migration Guide.

About SAS IT Resource Management

SAS shipped these releases of SAS IT Resource Management:
n SAS IT Resource Management 3.4 in December 2013
n SAS IT Resource Management 3.5 in September 2014
n SAS IT Resource Management 3.6 in May 2015
n SAS IT Resource Management 3.7 in February 2016
 About SAS IT Resource Management 313

To view the documentation for this product, see the product documentation page for
SAS IT Resource Management.
314 Chapter 62 / SAS IT Resource Management
 315

63
SAS Lineage

About SAS Lineage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

SAS Lineage 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

About SAS Lineage

SAS Lineage is a new product that initially shipped in November 2014. SAS Lineage 3.1
is a web-based diagram component for visualizing relationships between objects. It is
used as a stand-alone lineage and relationship viewer that can be accessed by SAS
database management and business intelligence applications. The component has two
modes: first, a network diagram displays all relationships. Second, two left-to-right
dependency diagrams are available: one that displays data governance information
(governance) and another that displays parent and child relationships only (impact
analysis). The relationship information displayed in these diagrams is drawn from the
Relationship database that is a part of the Web Infrastructure Platform Data Server.

SAS Lineage 3.1

If this product is in your order, you must run the SAS Deployment Wizard a second time
to add this product to your deployment. For more information, see “Adding a New
Product” on page 87.
316 Chapter 63 / SAS Lineage
 317

64
SAS Management Console

Determining Your Update Path for SAS

Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 317
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Managing Multiple Installations of SAS

Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

SAS Management Console 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Determining Your Update Path for SAS

Management Console

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS Management

9.4_M3 Console 9.4” on page 319.
2 To upgrade to the latest release of SAS
9.4_M1, 9.4_M2, 9.4_M3 Management Console 9.4, see “Install and
Configure a Software Update” on page 69.
9.4_M2 9.4_M3
318 Chapter 64 / SAS Management Console

Migrating to SAS 9.4

To run the latest release of SAS Management Console, you must be running SAS 9.4.
You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS Management
9.3_M2 9.4_M2, 9.4_M3 Console 9.4” on page 319.
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.

9.4, 9.4_M1, 9.4, 9.4_M1, To migrate within the same SAS release, see
9.4_M2, 9.4_M3 9.4_M2, 9.4_M3 SAS Intelligence Platform: Installation and
Configuration Guide.

9.4_M3 9.4_M3 To migrate within the same SAS release, see

SAS Intelligence Platform: Installation and
Configuration Guide.

Managing Multiple Installations of SAS

Management Console
You can install SAS Management Console 9.4, 9.3, and 9.2 on the same machine. Use
the same version of SAS Management Console to connect to the SAS server. For
example, use SAS Management Console 9.4 to connect to SAS 9.4 servers, and use
SAS Management Console 9.3 to connect to SAS 9.3 servers. Do not try to connect to a
different version of a SAS server.
 SAS Management Console 9.4 319

SAS Management Console 9.4

The Application Monitor plug-in has been removed.

In SAS 9.3, new features were made available for stored processes. If your client does
not support the new stored process features, then you might need to make your stored
process compatible with 9.2. For more information about how to make stored processes
compatible with SAS 9.2, see the Help in SAS Management Console.

In SAS Management Console 9.3, the Backup Wizard and the Replication Wizard were
removed from the Metadata Manager plug-in. These wizards have been replaced by the
Server Backup and Restore facility, which is in the Metadata Utilities folder of the
Metadata Manager plug-in. If you have created or scheduled any backup or restore
jobs, these jobs will not run in SAS Management Console 9.4. You must use the Server
Backup and Restore facility to re-create those jobs.
SAS has shipped these releases of SAS Management Console:
n first maintenance release for SAS Management Console 9.4 in December 2013
n second maintenance release for SAS Management Console 9.4 in August 2014
n third maintenance release for SAS Management Console in July 2015

For more information about these releases, see the product documentation page for
SAS Management Console.
320 Chapter 64 / SAS Management Console
 321

65
SAS Marketing Automation

Determining Your Update Path for SAS

Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 321
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

About SAS Marketing Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Determining Your Update Path for SAS

Marketing Automation

Upgrading an Existing SAS 9.4 Deployment

SAS Marketing Automation 6.3 and 6.4 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 For more information about this release, contact
(SAS 9.4_M3) your SAS account representative.
322 Chapter 65 / SAS Marketing Automation

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 5.41 (SAS 9.3) 6.3, 6.4 (SAS 9.4); For more information about how to request this
6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 To migrate to SAS Marketing Automation 6.4 or
(SAS 9.4_M3) 6.5, see SAS Marketing Automation: Migration
Guide.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same release, see SAS
Marketing Automation: Migration Guide.

About SAS Marketing Automation

SAS has shipped these releases of SAS Marketing Automation:
n SAS Marketing Automation 6.3 shipped in May 2014.
n SAS Marketing Automation 6.4 shipped in March 2015. This release includes some
SAS Visual Analytics components. For more information about how to deploy these
components, see “Adding SAS Visual Analytics to Your Deployment” on page 88.
If you already have these SAS Visual Analytics components installed, you still need
to create a plan file, and you need to run the SAS Deployment Wizard a second time
to add the SAS LASR Analytic Server components for SAS Marketing Automation to
your deployment. Use the product documentation to complete the correct migration
and deployment steps for your site.
n SAS Marketing Automation 6.5 shipped in June 2016.
 About SAS Marketing Automation 323

For more information, see the product documentation page for SAS Customer
Intelligence.

Note: The documentation for SAS Marketing Automation is available only to customers
who license this product.
324 Chapter 65 / SAS Marketing Automation
 325

66
SAS Marketing Operations
Management

Determining Your Update Path for SAS

Marketing Operations Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 325
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

About SAS Marketing Operations Management . . . . . . . . . . . . . . . . . . 326

Determining Your Update Path for SAS

Marketing Operations Management

Upgrading an Existing SAS 9.4 Deployment

SAS Marketing Operations Management 6.3 and 6.4 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3 (SAS 9.4) 6.4 (SAS 9.4) For more information about how to upgrade to the
latest release, contact your SAS account
representative.
326 Chapter 66 / SAS Marketing Operations Management

Migrating to SAS 9.4

To run SAS Marketing Operations Management 6.3 or 6.4, you must be running SAS
9.4. You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.0 (SAS 9.3) 6.3, 6.4 (SAS 9.4) For more information, contact your SAS account
representative.
6.3 (SAS 9.4) 6.4 (SAS 9.4)

6.4 (SAS 9.4) 6.4 (SAS 9.4)

About SAS Marketing Operations

Management
SAS shipped these releases of SAS Marketing Operations Management:
n SAS Marketing Operations Management 6.3 in August 2014
n SAS Marketing Operations Management 6.4 in May 2015

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Marketing Operations Management.

Note: The documentation for SAS Marketing Operations Management is available only
to customers who license this product.
 327

67
SAS Marketing Optimization

Determining Your Update Path for SAS

Marketing Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 327
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

About SAS Marketing Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Determining Your Update Path for SAS

Marketing Optimization

Upgrading an Existing SAS 9.4 Deployment

SAS Marketing Optimization 6.3, 6.4, and 6.5 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 For more information about this release, contact
(SAS 9.4_M3) your SAS account representative.
328 Chapter 67 / SAS Marketing Optimization

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 5.41 (SAS 9.3) 6.3, 6.4 (SAS 9.4); For more information about how to request this
6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 To migrate to SAS Marketing Optimization 6.4 or
(SAS 9.4_M3) 6.5, see SAS Marketing Optimization: Migration
Guide.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same SAS release, see SAS
Marketing Optimization: Migration Guide.

About SAS Marketing Optimization

SAS has shipped these releases of SAS Marketing Optimization:
n SAS Marketing Optimization 6.3 shipped in May 2014.
n SAS Marketing Optimization 6.4 shipped in March 2015. This release includes some
SAS Visual Analytics components. For more information about how to deploy these
components, see “Adding SAS Visual Analytics to Your Deployment” on page 88.
If you already have these SAS Visual Analytics components installed, you still need
to create a plan file, and you need to run the SAS Deployment Wizard a second time
to add the SAS LASR Analytic Server components for SAS Marketing Optimization
to your deployment. Use the product documentation to complete the correct
migration and deployment steps for your site.
n SAS Marketing Optimization 6.5 shipped in June 2016.
 About SAS Marketing Optimization 329

For more information, see the product documentation page for SAS Customer
Intelligence.

Note: The documentation for SAS Marketing Optimization is available only to

customers who license this product.
330 Chapter 67 / SAS Marketing Optimization
 331

68
SAS MDM (Master Data Management)

Determining Your Update Path for SAS MDM . . . . . . . . . . . . . . . . . . . . . 331

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 331
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

About SAS MDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Determining Your Update Path for SAS

MDM

Upgrading an Existing SAS 9.4 Deployment

SAS MDM 4.1 and 4.2 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.1, 4.1_M1 (SAS 4.2 (SAS 9.4) For more information about this release, contact
9.4) your SAS account representative.

Migrating to SAS 9.4

SAS MDM 4.1 is a new product that runs on SAS 9.4.
332 Chapter 68 / SAS MDM (Master Data Management)

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.1, 4.1_M1 (SAS 4.2 (SAS 9.4) To migrate to SAS MDM 4.2, see SAS MDM:
9.4) Administrator’s Guide.

4.2 (SAS 9.4) 4.2 (SAS 9.4) To migrate within the same release, see SAS
MDM: Administrator’s Guide.

About SAS MDM

SAS MDM integrates its master data management technologies with the master data
management technologies in SAS 9.4. SAS MDM is a web-based application that is
accessed through SAS Data Management Console. SAS MDM provides a single,
accurate, and unified view of corporate data, integrating information from various data
sources into one master record. SAS enables you to develop master data management
processes, and it provides the technology required to analyze existing data resources,
build a unified view of that information, and manage that master view of data over time.
SAS shipped these releases of SAS MDM:
n the first maintenance release for SAS MDM 4.1 in April 2014
n SAS MDM 4.2 in March 2015
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS MDM.
 333

69
SAS Merchandise Intelligence

Determining Your Update Path for SAS

Merchandise Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 333
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

SAS Merchandise Intelligence 5.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

SAS Merchandise Intelligence 5.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Determining Your Update Path for SAS

Merchandise Intelligence

Upgrading an Existing SAS 9.4 Deployment

SAS Merchandise Intelligence 5.2 and 5.4 include SAS Revenue Optimization and SAS
Size Optimization. These products run on SAS 9.4.
334 Chapter 69 / SAS Merchandise Intelligence

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.2 (SAS 9.4) 5.4 (SAS 9.4_M3) For more information about how to request this
new release and the features that are available,
contact your SAS account representative.

Migrating to SAS 9.4

To run SAS Merchandise Intelligence 5.2 or 5.4, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.2 (SAS 9.3) 5.2 (SAS 9.4); 5.4 For more information about how to request this
(SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.
5.2 (SAS 9.4) 5.4 (SAS 9.4_M3)

SAS Merchandise Intelligence 5.2

These products are included in SAS Merchandise Intelligence 5.2:
n SAS Revenue Optimization 5.2, which includes SAS Markdown Optimization, SAS
Regular Price Optimization, and SAS Promotion Optimization
n SAS Size Optimization 3.2, which includes SAS Size Profiling and SAS Pack
Optimization
n SAS Retail Forecasting 5.2
 Additional Information 335

SAS Merchandise Intelligence 5.4

These products are included in SAS Merchandise Intelligence 5.4:
n SAS Revenue Optimization 5.2, which includes SAS Markdown Optimization, SAS
Regular Price Optimization, and SAS Promotion Optimization
n SAS Size Optimization 3.4, which includes SAS Size Profiling and SAS Pack
Optimization
n SAS Retail Forecasting 5.2

Additional Information
For more information about SAS Merchandise Intelligence, contact your SAS account
representative and see the product documentation page for SAS Merchandise
Intelligence.

Note: The documentation for SAS Merchandise Intelligence is available only to

customers who license this product.
336 Chapter 69 / SAS Merchandise Intelligence
 337

70
SAS Micro Analytic Services

Determining Your Update Path for SAS Micro

Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 337
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

SAS Micro Analytic Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Determining Your Update Path for SAS

Micro Analytic Services

Upgrading an Existing SAS 9.4 Deployment

SAS Micro Analytic Services 1.2 and 1.3 run on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

1.2 (SAS 9.4) 1.3 (SAS 9.4) For information about how to
upgrade to this release,
contact your SAS account
representative and see SAS
Micro Analytic Services:
Programming and
Administration Guide.
338 Chapter 70 / SAS Micro Analytic Services

Migrating to SAS 9.4

SAS Micro Analytic Services is a new product for SAS 9.4.

Current Release at Your Release That You Are

Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

1.2, 1.3 (SAS 9.4) 1.3 (SAS 9.4) To migrate within the same
release, see SAS Micro
Analytic Services:
Programming and
Administration Guide.

SAS Micro Analytic Services

SAS shipped these releases of SAS Micro Analytic Services:
n SAS Micro Analytic Services 1.2 shipped in July 2015.
n SAS Micro Analytic Services 1.3 shipped in March 2016.

Note: Currently, SAS Micro Analytic Services is available with SAS Decision Manager.
For more information, see Chapter 33, “SAS Decision Manager,” on page 181.

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Micro Analytic Services.
 339

71
SAS Model Manager

Determining Your Update Path for SAS Model Manager . . . . . . . . 339

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 339
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

SAS Model Manager 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

SAS Model Manager 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

SAS Model Manager 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Determining Your Update Path for SAS

Model Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Model Manager 12.3, 13.1, and 14.1 run on SAS 9.4.
340 Chapter 71 / SAS Model Manager

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4), 13.1 (SAS 1 Before you upgrade, see “SAS Model Manager
13.1 (SAS 9.4_M2) 9.4_M2), 14.1 13.1” on page 342 and “SAS Model Manager
(9.4_M3) 14.1” on page 343 (if appropriate).
2 To upgrade to the latest release of SAS Model
Manager, see “Install and Configure a Software
Update” on page 69.
3 Complete the post-upgrade steps in SAS
Model Manager: Administrator’s Guide.

Migrating to SAS 9.4

To run SAS Model Manager 12.3, 13.1, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1, 3.1, 3.1_M1 12.3 (SAS 9.4), 1 Before you migrate, see “SAS Model Manager
(SAS 9.3) 13.1 (SAS 12.3” on page 341, “SAS Model Manager
9.4_M2), 14.1 13.1” on page 342, and “SAS Model Manager
(SAS 9.4_M3) 14.1” on page 343 (if appropriate).
2 To migrate to the new release, see SAS Model
Manager: Migration Guide. To create a new
deployment, see SAS 9.4 Intelligence Platform:
Installation and Configuration Guide.
3 Complete the post-installation, configuration,
and verification steps in SAS Model Manager:
Administrator’s Guide.

12.3 (SAS 9.4), 13.1 (SAS To migrate to the latest release of SAS Model
13.1 (SAS 9.4_M2) 9.4_M2), Manager, see SAS Model Manager: Migration
14.1_SAS 9.4_M3) Guide.
 SAS Model Manager 12.3 341

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

14.1 (SAS 9.4_M3) 14.1 (SAS 9.4_M3) To migrate within the same release, see SAS
Model Manager: Migration Guide.

SAS Model Manager 12.3

SAS Model Manager 12.3 includes many new and enhanced features that benefit users
and administrators:
n create and manage multiple projects in a control group
n monitor performance of champion models for all projects within a control group and
publish the models to the SAS Metadata Repository
n schedule performance monitoring tasks
n specify multiple data sources and collection dates when defining performance
monitoring tasks
n manage models that are published to a database
n create folders, projects, and versions by using macros
n create and view reports within a workflow activity
n view the process flow diagram for a workflow

In addition, SAS Model Manager 12.3 provides support for these areas:
n SAS Enterprise Miner Random Forest (HPFOREST) models, as well as the
SAS/ETS COUNTREG and SEVERITY models
n multiple SAS application servers when scoring or retraining a model, and monitoring
performance of champion and challenger models
342 Chapter 71 / SAS Model Manager

SAS Model Manager 12.3 does not support middle-tier clustering. As a result, SAS
Model Manager runs on the master node in the cluster. If the master node is not
available, SAS Model Manager is not available (even if other SAS applications are
available on other nodes in the cluster).

If you are upgrading from a previous release of SAS Model Manager, note these
changes:
n In the 12.1 release, additional pre-installation configuration tasks were added to
create and configure the new SAS Model Manager database, before the Software
Deployment Wizard is run. In SAS Model Manager 12.3, the default database type is
the Web Infrastructure Platform Data Server. SAS Model Manager also supports
third-party databases, including DB2, MySQL, Oracle, PostgreSQL, and SQL Server.
n SAS Model Manager 12.3 on SAS 9.4 no longer uses the multicast address and port
configuration.
n Beginning with the 12.1 release of SAS Model Manager, SAS consolidated the
version numbers for the main analytical products. Before the consolidation, the most
recent version number for SAS Model Manager was 3.1.
n Beginning with SAS Model Manager 3.1, the SAS Analytics Platform server was
deprecated.

SAS Model Manager 13.1

SAS Model Manager 13.1, which shipped in August 2014, runs on the second
maintenance release for SAS 9.4. The SAS Model Manager Java Client application and
the Workflow Console web-based application have been replaced with an integrated
web-based application. The SAS Model Manager Client installation is no longer required
on a user’s desktop. SAS Model Manager 13.1 includes many new and enhanced
features that benefit users and administrators and enable them to perform these tasks:
n create libraries and register tables in the SAS Metadata Repository
n manage workflows and track workflow tasks
 SAS Model Manager 14.1 343

n publish models to Hadoop and SAP HANA

n manage all versions within a project in one place
n schedule recurrent jobs
n retrain models based on the dashboard project status
n specify performance options for using dynamic data sources and generating
dashboard reports
n specify additional reporting options
n attach documents and add comments

If you are upgrading from a previous release of SAS Model Manager, note these
changes:
n When you upgrade from SAS Model Manager 12.3 to 13.1, you must complete
additional post-upgrade steps. For more information, see SAS Model Manager:
Administrator’s Guide.
n The web application URL has been changed to be consistent across the SAS
Enterprise Decision Management product offerings. The SAS Model Manager Java
Client application is no longer available from a user’s desktop or via the Java Web
Start URL.

SAS Model Manager 14.1

SAS Model Manager 14.1, which shipped in July 2015, runs on the third maintenance
release for SAS 9.4. SAS Model Manager 14.1 includes many new and enhanced
features that benefit users and administrators and enable them to perform these tasks:
n manage SAS Factory Miner models that are registered in the SAS Model Manager
model repository
n add model dependencies and view the relationships using SAS Lineage
n manage model versions
344 Chapter 71 / SAS Model Manager

n import, update, and export generic models at the folder level

n access the inventory of all models in the same category view
n add and edit model keywords
n add multiple user-defined properties to a model at one time
n search the model inventory with improved performance and filter the search results
by the date modified, model properties, and user-defined properties

For more information about the new features and enhancements in this release, see the
product documentation page for SAS Model Manager.

If you are upgrading from SAS Model Manager 12.3 or 13.1 to 14.1, you must complete
additional post-upgrade steps. For more information, see SAS Model Manager:
Administrator’s Guide.
 345

72
SAS Model Risk Management

Determining Your Update Path for SAS Model

Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 345
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

About SAS Model Risk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Determining Your Update Path for SAS

Model Risk Management

Upgrading an Existing SAS 9.4 Deployment

SAS Model Risk Management 6.1 and 7.1 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.4) 7.1 (SAS 9.4_M3) For more information about this release, contact
your SAS account representative.
346 Chapter 72 / SAS Model Risk Management

Migrating to SAS 9.4

SAS Model Risk Management is a new product that runs on SAS 9.4.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.4) 7.1 (SAS 9.4_M3) For more information about this release, contact
your SAS account representative.

7.1 (SAS 9.4_M3) 7.1 (SAS 9.4_M3) To migrate within the same release, see SAS
MDM: Administrator’s Guide.

About SAS Model Risk Management

SAS Model Risk Management is a user-friendly, web-based application that facilitates
the capture and life cycle management of statistical model-related information. That
information is then used to conduct all aspects of model risk management, including
governance. Specifically, SAS Model Risk Management facilitates the entry, collection,
transfer, storage, tracking, and reporting of models that are drawn from multiple lines of
business across an organization. It also integrates with other SAS products, including
SAS Workflow Engine and SAS Visual Analytics.

SAS has shipped these releases of SAS Model Risk Management:

n SAS Model Risk Management 6.1 in May 2015
n SAS Model Risk Management 7.1 in July 2016
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Model Risk Management.
 347

73
SAS OLAP Server

Determining Your Update Path for SAS OLAP Server . . . . . . . . . . . 347

Upgrading Your Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . 347
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

SAS 9.4 OLAP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Determining Your Update Path for SAS

OLAP Server

Upgrading Your Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS 9.4 OLAP
9.4_M3 Server” on page 349.
2 To upgrade to the latest release of SAS 9.4
OLAP Server, see “Install and Configure a
Software Update” on page 69.
348 Chapter 73 / SAS OLAP Server

Current Release Release That You

at Your Site Are Upgrading To High-Level Steps and Resources

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS 9.4 OLAP
Server” on page 349.
2 To upgrade to the latest release of SAS 9.4
OLAP Server, see “Install and Configure a
Software Update” on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS 9.4 OLAP

Server” on page 349.
2 To upgrade to the latest release of SAS 9.4
OLAP Server, see “Install and Configure a
Software Update” on page 69.

Migrating to SAS 9.4

To run the latest release of SAS OLAP Server, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 9.4_M2, 1 Before you migrate, see “SAS 9.4 OLAP
9.3_M2 9.4_M3 Server” on page 349.
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the
following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page SAS OLAP
Server
 SAS 9.4 OLAP Server 349

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.4 9.4, 9.4_M1, 9.4_M2, To migrate within the same SAS release, see
9.4_M3 SAS Intelligence Platform: Migration Guide.

9.4_M3 9.4_M3 To migrate within the same release, see SAS

Intelligence Platform: Migration Guide.

SAS 9.4 OLAP Server

SAS has shipped these releases of SAS OLAP Server:
n first maintenance release for SAS 9.4 OLAP Server in December 2013. The
LOCKDOWN option and statement are supported by the SAS OLAP Server.
n second maintenance release for SAS 9.4 OLAP Server in August 2014.
n third maintenance release for SAS 9.4 OLAP Server in July 2015.

For information about the new features and enhancements in these releases, see the
product documentation for SAS OLAP Cube Studio and SAS OLAP Server.
350 Chapter 73 / SAS OLAP Server
 351

74
SAS OpRisk VaR

Determining Your Update Path for SAS OpRisk VaR . . . . . . . . . . . . 351

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 351
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

About SAS OpRisk VaR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Determining Your Update Path for SAS

OpRisk VaR

Upgrading an Existing SAS 9.4 Deployment

SAS OpRisk VaR 6.1 runs on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 6.1_M1 (SAS 6.1_M2 (SAS For more information about how to upgrade to the
9.4) 9.4) latest release, contact your SAS account
representative.
352 Chapter 74 / SAS OpRisk VaR

Migrating to SAS 9.4

To run SAS OpRisk VaR 6.1, you must be running SAS 9.4.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.1, 4.21 (SAS 9.3) 6.1, 6.1_M1, For more information about how to migrate to this
6.2_M2 (SAS release, contact your SAS account representative.
9.4)

6.1, 6.1_M1, 6.1_M2 (SAS

6.1_M2 (SAS 9.4) 9.4)

About SAS OpRisk VaR

SAS shipped these releases of SAS OpRisk VaR:
n SAS OpRisk VaR 6.1 in June 2014
n the second maintenance release for SAS OpRisk VaR 6.1 in May 2015

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS OpRisk VaR.

Note: The documentation for SAS OpRisk VaR is available only to customers who
license this product.
 353

75
SAS/OR

Determining Your Update Path for SAS/OR . . . . . . . . . . . . . . . . . . . . . . . 354

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 354
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

About SAS/OR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

354 Chapter 75 / SAS/OR

Determining Your Update Path for

SAS/OR

Upgrading an Existing SAS 9.4 Deployment

SAS/OR 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS/OR” on
9.4_M1), 13.2 page 356.
(SAS 9.4_M2),
14.1 (SAS 2 To upgrade to the latest release of SAS/OR, see
9.4_M3) “Install and Configure a Software Update” on
page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS

9.4_M3)
 Determining Your Update Path for SAS/OR 355

Migrating to SAS 9.4

To run SAS/OR 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1 (SAS 9.3) 12.3 (SAS 9.4), 1 Before you migrate, see “About SAS/OR” on
9.3, 9.3_M1 13.1 (SAS page 356.
9.4_M1), 13.2
(SAS 9.4_M2), 2 Install and configure SAS 9.4.
14.1 (SAS
9.4_M3) To determine the steps for installing and configuring
SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/OR

12.3 (SAS 9.4), 12.3 (SAS 9.4), To migrate within the same SAS release, see SAS
13.1 (SAS 13.1 (SAS Intelligence Platform: Migration Guide.
9.4_M1), 13.2 9.4_M1), 13.2
(SAS 9.4_M2) (SAS 9.4_M2),
14.1 (SAS
9.4_M3)

14.1 (SAS 9.4_M3) 14.1 (SAS To migrate within the same release, see SAS
9.4_M3) Intelligence Platform: Migration Guide.
356 Chapter 75 / SAS/OR

About SAS/OR
SAS has shipped these releases:
n SAS/OR 12.3 shipped in July 2013. This release is essentially a maintenance
release, with the exception that high-performance features for use in single-machine
mode have been added.
n SAS/OR 13.1 shipped in December 2013. For more information about the new
features and enhancements, see What’s New in SAS/OR 13.1.
n SAS/OR 13.2 shipped in August 2014. For more information about the new features
and enhancements, see What’s New in SAS/OR 13.2.
n SAS/OR 14.1 shipped in July 2015. For more information about the new features
and enhancements, see What’s New in SAS/OR 14.1.
 357

76
SAS/QC

Determining Your Update Path for SAS/QC . . . . . . . . . . . . . . . . . . . . . . . 358

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 358
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

About SAS/QC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

358 Chapter 76 / SAS/QC

Determining Your Update Path for

SAS/QC

Upgrading an Existing SAS 9.4 Deployment

SAS/QC 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS/QC” on
9.4_M1), 13.2 page 360.
(SAS 9.4_M2),
14.1 (SAS 2 To upgrade to the latest release of SAS/QC, see
9.4_M3) “Install and Configure a Software Update” on
page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS

9.4_M3)
 Determining Your Update Path for SAS/QC 359

Migrating to SAS 9.4

To run SAS/QC 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1 (SAS 9.3) 12.3 (SAS 9.4), 1 Before you migrate, see “About SAS/QC” on
9.3, 9.3_M1 13.1 (SAS page 360.
9.4_M1), 13.2
(SAS 9.4_M2), 2 Install and configure SAS 9.4.
14.1 (SAS
9.4_M3) To determine the steps for installing and configuring
SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/QC

12.3 (SAS 9.4), 12.3 (SAS 9.4), To migrate within the same SAS release, see SAS
13.1 (SAS 13.1 (SAS Intelligence Platform: Migration Guide.
9.4_M1), 13.2 9.4_M1), 13.2
(SAS 9.4_M2) (SAS 9.4_M2),
14.1 (SAS
9.4_M3)

14.1 (SAS 9.4_M3) 14.1 (SAS To migrate within the same release, see SAS
9.4_M3) Intelligence Platform: Migration Guide.
360 Chapter 76 / SAS/QC

About SAS/QC
SAS has shipped these releases:
n SAS/QC 12.3 shipped in July 2013. This release runs on SAS 9.4 and is a
maintenance release with no new features.
n SAS/QC 13.1 shipped in December 2013. For more information about the new
features and enhancements, see What’s New in SAS/QC 13.1
n SAS/QC 13.2 shipped in August 2014. For more information about the new features
and enhancements, see What’s New in SAS/QC 13.2.
n SAS/QC 14.1 shipped in July 2015. For more information about the new features
and enhancements, see What’s New in SAS/QC 14.1.
 361

77
SAS Real-Time Decision Manager

Determining Your Update Path for SAS Real-

Time Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 361
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

About SAS Real-Time Decision Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Determining Your Update Path for SAS

Real-Time Decision Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Real-Time Decision Manager 6.3, 6.4, and 6.5 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3. 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 For more information about this release, contact
(SAS 9.4_M3) your SAS account representative.
362 Chapter 77 / SAS Real-Time Decision Manager

Migrating to SAS 9.4

Current Release Release That You
at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 5.41 (SAS 9.3) 6.3, 6.4 (SAS 9.4); For more information about how to request this
6.5 (SAS 9.4_M3) new release and the features that are available,
contact your SAS account representative.

6.3, 6.4 (SAS 9.4) 6.4 (SAS 9.4); 6.5 To migrate to SAS Real-Time Decision Manager
(SAS 9.4_M3) 6.4 or 6.5, contact your SAS account
representative.

6.5 (SAS 9.4_M3) 6.5 (SAS 9.4_M3) To migrate within the same release, contact your
SAS account representative.

About SAS Real-Time Decision Manager

SAS has shipped these releases of SAS Real-Time Decision Manager:
n SAS Real-Time Decision Manager 6.3 shipped in May 2014.
n SAS Real-Time Decision Manager 6.4 shipped in March 2015.
This release includes some SAS Visual Analytics components. For more information
about how to deploy these components, see “Adding SAS Visual Analytics to Your
Deployment” on page 88.
If you already have these SAS Visual Analytics components installed, you still need
to create a plan file, and you need to run the SAS Deployment Wizard a second time
to add the SAS LASR Analytic Server components for SAS Real-Time Decision
Manager to your deployment. Use the product documentation to complete the
correct migration and deployment steps for your site.
n SAS Real-Time Decision Manager 6.5 shipped in June 2016.
 About SAS Real-Time Decision Manager 363

Note: SAS Real-Time Decision Manager Run-Time Server 6.4 and 6.5 run on SAS
9.4. If you are currently running SAS Real-Time Decision Manager Run-Time Server
6.4, contact your SAS account representative to upgrade to SAS Real-Time Decision
Manager Run-Time Server 6.5. Upgrading and migrating to from the 6.4 release to
the 6.5 release is not supported.

For more information, see the product documentation page for SAS Customer
Intelligence.

Note: The documentation for SAS Real-Time Decision Manager is available only to
customers who license this product.
364 Chapter 77 / SAS Real-Time Decision Manager
 365

78
SAS Risk Dimensions

Determining Your Update Path for SAS Risk Dimensions . . . . . . 365

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 365
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

About SAS Risk Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Determining Your Update Path for SAS

Risk Dimensions

Upgrading an Existing SAS 9.4 Deployment

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1, 6.2, 6.3, 6.4, 6.6 (SAS For more information about how to upgrade to the
6.5 (SAS 9.4) 9.4_M3) latest release, contact your SAS account
representative.
366 Chapter 78 / SAS Risk Dimensions

Migrating to SAS 9.4

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

5.4, 5.5 (SAS 9.3); 6.6 (SAS For more information about how to migrate to this
6.1, 6.2, 6.3, 6.4, 9.4_M3) release, contact your SAS account representative.
6.5 (SAS 9.4)

6.6 (SAS 9.4_M3) 6.6 (SAS

9.4_M3)

About SAS Risk Dimensions

SAS shipped these releases of SAS Risk Dimensions:
n SAS Risk Dimensions 6.1 in July 2013
n SAS Risk Dimensions 6.2 in December 2013
n SAS Risk Dimensions 6.3 in November 2014
n SAS Risk Dimensions 6.4 in May 2015
n SAS Risk Dimensions 6.5 in October 2015
n SAS Risk Dimensions 6.6 in April 2015

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Risk Dimensions.
Note: The documentation for SAS Risk Dimensions is available only to customers who
license this product.
 367

79
SAS Risk Management for Banking

Determining Your Update Path for SAS Risk

Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 367
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

About SAS Risk Management for Banking . . . . . . . . . . . . . . . . . . . . . . . . 368

Determining Your Update Path for SAS

Risk Management for Banking

Upgrading an Existing SAS 9.4 Deployment

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.2, 3.3 (SAS 9.4) 3.4 (SAS 9.4) For more information about how to upgrade to the
latest release, contact your SAS account
representative.
368 Chapter 79 / SAS Risk Management for Banking

Migrating to SAS 9.4

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.2, 3.3 (SAS 9.4) 3.4 (SAS 9.4) For more information about how to migrate to this
release, contact your SAS account representative.

About SAS Risk Management for

Banking
SAS has shipped these releases of SAS Risk Management for Banking:
n SAS Risk Management for Banking 3.2 in February 2014
n SAS Risk Management for Banking 3.3 in May 2015
n SAS Risk Management for Banking 3.4 in July 2016

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Risk Management for Banking.

Note: The documentation for SAS Risk Management for Banking is available only to
customers who license this product.
 369

80
SAS/SECURE

Determining Your Update Path for SAS/SECURE . . . . . . . . . . . . . . . . 370

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 370
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

SAS/SECURE 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

SAS/SECURE 9.4_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

SAS/SECURE 9.4_M2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372

SAS/SECURE 9.4_M3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

370 Chapter 80 / SAS/SECURE

Determining Your Update Path for

SAS/SECURE

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To High-Level Steps and Resources

9.4 9.4_M1, 9.4_M2, 1 Before you upgrade, see “SAS/SECURE

9.4_M3 9.4_M1” on page 372, “SAS/SECURE
9.4_M2” on page 372, and “SAS/SECURE
9.4_M3” on page 373 (if appropriate).
2 To upgrade to the latest release of
SAS/SECURE 9.4, see “Install and Configure
a Software Update” on page 69.

9.4_M1 9.4_M2, 9.4_M3 1 Before you upgrade, see “SAS/SECURE

9.4_M2” on page 372 and “SAS/SECURE
9.4_M3” on page 373 (if appropriate).
2 To upgrade to the latest release of
SAS/SECURE 9.4, see “Install and Configure
a Software Update” on page 69.

9.4_M2 9.4_M3 1 Before you upgrade, see “SAS/SECURE

9.4_M3” on page 373.
2 To upgrade to the latest release of
SAS/SECURE 9.4, see “Install and Configure
a Software Update” on page 69.
 SAS/SECURE 9.4 371

Migrating to SAS 9.4

To run SAS/SECURE 9.4, you must be running SAS 9.4. You can migrate to SAS 9.4, or
you can create a new SAS deployment.

Current Release Release That You

at Your Site Are Migrating To High-Level Steps and Resources

9.3, 9.3_M1, 9.4, 9.4_M1, 1 Before you migrate, see “SAS/SECURE 9.4”
9.3_M2 9.4_M2, 9.4_M3 on page 371, “SAS/SECURE 9.4_M1” on
page 372, “SAS/SECURE 9.4_M2” on page
372, and “SAS/SECURE 9.4_M3” on page
373 (if appropriate).
2 Install and configure SAS 9.4.

To determine the steps for installing and

configuring SAS 9.4 at your site, see the following
resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for
SAS/SECURE

SAS/SECURE 9.4
For software delivery purposes, SAS/SECURE is a product within the SAS System. In
SAS 9.4, SAS/SECURE is included with the Base SAS software. In earlier releases,
SAS/SECURE was an add-on product that was licensed separately. This change makes
strong encryption available in all deployments (except where prohibited by import
372 Chapter 80 / SAS/SECURE

restrictions). For more information about import and export restrictions, see Encryption
in SAS.

SAS/SECURE is installed with the Base SAS software. However, the default encryption
is now SASProprietary. To use the higher form of encryption that is provided by
SAS/SECURE, specify the NETENCRYPT system option or set the NETENCRALG=
system option to a value of RC2, RC4, DES, TRIPLEDES, or AES.

SAS/SECURE 9.4_M1
When working with encryption in SAS, note these changes in the first maintenance
release for SAS 9.4.
n For TLS encryption, SAS sets the default location of the Certificate Authority (CA)
trust list to SAS-configuration-directory/levn/certs/cacert.pem for
UNIX and z/OS foundation servers. This default location is specified by the
SSLCALISTLOC= option in the configuration files.
n For TLS encryption on UNIX and z/OS foundation servers, the SSL_CERT_DIR and
SSLCACERTDIR environment variables can now be used to point to the location of
the site- and CA-signed certificates. Certificates can also be found at the location
pointed to by the SSLCALISTLOC= option.

SAS/SECURE 9.4_M2
The second maintenance release for SAS/SECURE 9.4 shipped in August 2014.

SAS provides the libraries needed to run TLS on UNIX. To find the OpenSSL code base
version that is used to build the TLS libraries provided by SAS for each release, see
“Mapping Between SAS Version and OpenSSL Version” on the product documentation
page for SAS/SECURE.
 SAS/SECURE 9.4_M3 373

SAS/SECURE 9.4_M3
In the third maintenance release for SAS 9.4, the SAS Deployment Wizard automates
the process of updating the TLS certificates in UNIX and z/OS environments and for
Java applications on Windows and UNIX. In UNIX and z/OS environments, the
installation process lays down a Mozilla bundle of trusted CA certificates. The
installation also includes the files that are used as the trusted list of certificates. In UNIX
environments, trusted certificates are now located in the trusted CA bundle in SAS-
installation-directory/SASSecurityCertificateFramework/1.1/
cacerts/trustedcerts.pem. During installation, the SAS Deployment Wizard sets
the SSLCALISTLOC system option in the SAS-installation-directory/
sasv9.cfg file to point to the trustedcerts.pem file.

Note: The SAS-configuration-directory/levn/certs/cacert.pem file that

you used in previous releases is no longer supported.

SAS provides the libraries needed to run TLS on UNIX. To find the OpenSSL code base
version that is used to build the TLS libraries provided by SAS for each release, see
“Mapping Between SAS Version and OpenSSL Version” on the product documentation
page for SAS/SECURE.
374 Chapter 80 / SAS/SECURE
 375

81
SAS Social Network Analysis Server

Determining Your Update Path for SAS Social

Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 375
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

About SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . 376

Determining Your Update Path for SAS

Social Network Analysis Server

Upgrading an Existing SAS 9.4 Deployment

SAS Social Network Analysis Server 6.2 runs on SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.2, 6.2_M1, 6.2_M2 (SAS 6.2_M3 (SAS 9.4) For more information about
9.4) how to request this new
release and the features that
are available, contact your
SAS account representative.
376 Chapter 81 / SAS Social Network Analysis Server

Migrating to SAS 9.4

Current Release at Your Release That You Are
Site Migrating To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.2, 6.2_M1, 6.2_M2 (SAS 6.2_M3 (SAS 9.4) For more information about
9.4) how to migrate to the latest
3.1_M1 (SAS 9.3) release of SAS Social
Network Analysis Server, see
SAS Social Network Analysis
Server: Administration Guide.

About SAS Social Network Analysis

Server
SAS has shipped these releases of SAS Social Network Analysis Server 6.2:
n SAS Social Network Analysis Server 6.2 shipped in April 2014.
n The first maintenance release for SAS Social Network Analysis Server 6.2 shipped
in January 2015.
n The second maintenance release for SAS Social Network Analysis Server 6.2
shipped in October 2015.
n The third maintenance release for SAS Social Network Analysis Server shipped in
June 2016.

For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Social Network Analysis Server.
Note: The documentation for SAS Social Network Analysis Server is available only to
customers who license this product.
 377

82
SAS/STAT

Determining Your Update Path for SAS/STAT . . . . . . . . . . . . . . . . . . . . . 377

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 377
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

About SAS/STAT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380

Determining Your Update Path for

SAS/STAT

Upgrading an Existing SAS 9.4 Deployment

SAS/STAT 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.
378 Chapter 82 / SAS/STAT

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “About SAS/STAT” on
9.4_M1), 13.2 page 380.
(SAS 9.4_M2),
14.1 (SAS 2 To upgrade to the latest release of SAS/STAT,
9.4_M3) see “Install and Configure a Software Update”
on page 69.
13.1 (SAS 9.4_M1) 13.2 (SAS
9.4_M2), 14.1
(SAS 9.4_M3)

13.2 (SAS 9.4_M2) 14.1 (SAS

9.4_M3)
 Determining Your Update Path for SAS/STAT 379

Migrating to SAS 9.4

To run SAS/STAT 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1 (SAS 9.3) 12.3 (SAS 9.4) 1 Before you migrate, see “About SAS/STAT” on
9.3, 9.3_M1 13.1 (SAS page 380.
9.4_M1), 13.2
(SAS 9.4_M2), 2 Install and configure SAS 9.4.
14.1 (SAS
9.4_M3) To determine the steps for installing and configuring
SAS 9.4 at your site, see the following resources:
n QuickStart Guides in the SAS Install Center
n SAS Intelligence Platform: Installation and
Configuration Guide
For migration information, see the following
resources:
n SAS Intelligence Platform: Migration Guide
n the product documentation page for SAS/STAT

12.3 (SAS 9.4), 12.3 (SAS 9.4), To migrate within the same SAS release, see SAS
13.1 (SAS 13.1 (SAS Intelligence Platform: Migration Guide.
9.4_M1), 13.2 9.4_M1), 13.2
(SAS 9.4_M2) (SAS 9.4_M2),
14.1 (SAS
9.4_M3)

14.1 (SAS 9.4_M3) 14.1 (SAS To migrate within the same release, see SAS
9.4_M3) Intelligence Platform: Migration Guide.
380 Chapter 82 / SAS/STAT

About SAS/STAT
SAS has shipped these releases:
n SAS/STAT 12.3 shipped in July 2013. This release is essentially a maintenance
release, with the exception that high-performance procedures for use in single-
machine mode have been added.
n SAS/STAT 13.1 shipped in December 2013. For more information about the new
features and enhancements, see What’s New in SAS/STAT 13.1.
n SAS/STAT 13.2 shipped in August 2014. For more information about the new
features and enhancements, see What’s New in SAS/STAT 13.2.
n SAS/STAT 14.1 shipped in July 2015. For more information about the new features
and enhancements, see What’s New in SAS/STAT 14.1.
 381

83
SAS Studio

About SAS Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

What Is SAS Studio? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
How to Add SAS Studio to Your Deployment . . . . . . . . . . . . . . . . . . . . . 382

Determining Your Update Path for SAS Studio . . . . . . . . . . . . . . . . . . . 383

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 383
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

SAS Studio 3.1_M1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

SAS Studio 3.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

SAS Studio 3.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

SAS Studio 3.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

SAS Studio 3.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

About SAS Studio

What Is SAS Studio?

SAS Studio is a development application for SAS that you access through your web
browser. With SAS Studio, you can access your data files, libraries, and existing
programs, and you can write new programs. You can also use the predefined tasks in
SAS Studio to generate SAS code. When you run a program or task, SAS Studio
382 Chapter 83 / SAS Studio

connects to a SAS server to process the SAS code. The SAS server can be a hosted
server in a cloud environment, a server in your local environment, or a copy of SAS on
your local machine. After the code is processed, the results are returned to SAS Studio
in your browser.

SAS Studio supports multiple web browsers, such as Microsoft Internet Explorer, Apple
Safari, Mozilla Firefox, and Google Chrome.

In addition to writing and running your own SAS programs, you can use the predefined
tasks that are included with SAS Studio to analyze your data. The tasks are based on
SAS System procedures and provide access to some of the most commonly used graph
and analytical procedures. You can also use the default task template to write your own
tasks.

How to Add SAS Studio to Your Deployment

SAS Studio is included with a wide variety of SAS products and solutions and can be
used in every type of SAS deployment. SAS Studio is available in three editions: SAS
Studio Mid-Tier (the enterprise edition), SAS Studio Single-User, and SAS Studio
Basic.To add SAS Studio Mid-Tier to a planned deployment, see “Adding a New
Product” on page 87.

To add SAS Studio – Single User or SAS Studio Basic, see the installation and
configuration steps in SAS Studio: Administrator’s Guide on the SAS Studio product
documentation page.
 Determining Your Update Path for SAS Studio 383

Determining Your Update Path for SAS

Studio

Upgrading an Existing SAS 9.4 Deployment

Current Release Release That You
at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

3.1 (SAS 9.4) 3.1_M1, 3.2, 3.3, 1 Before you upgrade, see “SAS Studio 3.1_M1”
3.4, 3.5 (SAS 9.4) on page 384, “SAS Studio 3.2” on page 384,
“SAS Studio 3.3” on page 385 , and “SAS
Studio 3.4” on page 385 (if appropriate).
2 To upgrade to the latest release of SAS
Studio, see “Install and Configure a Software
Update” on page 69.

3.2 (SAS 9.4) 3.3, 3.4, 3.5 (SAS 1 Before you upgrade, see “SAS Studio 3.3” on
9.4) page 385 and “SAS Studio 3.4” on page 385
(if appropriate).
2 To upgrade to the latest release of SAS
Studio, see “Install and Configure a Software
Update” on page 69.

Migrating to SAS 9.4

SAS Studio is new for SAS 9.4.
384 Chapter 83 / SAS Studio

Current Release at Your

Site Release That You Are High-Level Resources and
(SAS Release) Migrating To Steps

3.1, 3.2, 3.3, 3.4, 3.5 (SAS 3.1, 3.2, 3.3, 3.4, 3.5 (SAS To migrate within the same
9.4) 9.4) SAS release, see SAS
Intelligence Platform:
Migration Guide.

SAS Studio 3.1_M1

In May 2014, SAS shipped the first maintenance release for SAS Studio 3.1. This
maintenance release includes localization support and updates to the SAS Studio Basic
Edition. When you run the SAS Deployment Wizard, you can verify that SAS Studio 3.1
is being updated from the Review Required Updates step. (Your current version should
be 3.1, and the updated version should be 3.1_M1.)
After your software update is complete, review the SASStudioInstructions.html file to
complete any post-installation steps. You can also verify this upgrade-in-place by
reviewing the SAS Studio log files in SASHome/InstallMisc/InstallLogs.

Note: If you specified a sudo password in your initial deployment of SAS Studio, this
password is not saved. After the software update, you might need to rerun the
setup.sh file to reconfigure SAS Studio and to provide the sudo password.

SAS Studio 3.2

SAS Studio 3.2 shipped in August 2014.

In SAS Studio 3.1, the tasks used Apache Velocity 1.5. In SAS Studio 3.2, the tasks use
Apache Velocity 1.7. This change affects these three graph tasks: Bar Chart, Scatter
Plot, and Series Plot. If you save one of these tasks as a CTK file or in your My Tasks
folder in SAS Studio 3.1 and then try to run the task in SAS Studio 3.2, the generated
 SAS Studio 3.4 385

SAS code is incorrect. To work around this issue, remove any CTK files or tasks in your
My Tasks folder that use the Bar Chart, Scatter Plot, and Series Plot tasks. Then re-
create these CTK files or tasks in your My Tasks folder in SAS Studio 3.2.

For more information about this release, see the product documentation page for SAS
Studio.

SAS Studio 3.3

SAS Studio 3.3 shipped in February 2015. When using SAS Studio 3.1 or SAS Studio
3.2, you might have added a snippet or task, changed preference settings, and so on.
These changes were saved to a file in your home directory. For example, if you added a
snippet, this change was saved in the .mysnippets directory. If you changed a
preference, this change was saved in the .mypreferences directory.

Starting in SAS Studio 3.3, these files are saved in a common directory
called .sasstudio. When you install SAS Studio 3.3, any customized files from SAS
Studio 3.1 or 3.2 are copied to the .sasstudio directory. If you make additional
changes in SAS Studio 3.1 or 3.2, these changes are not saved in the SAS Studio 3.3
files. When you are finished working with SAS Studio 3.1 or 3.2, delete
any .mysnippets, .mypreferences, and so on, directories.

Starting in SAS Studio 3.3, each connection of SAS Studio creates two SAS processes.
Each process has its own Work directory. One process is for the execution of code, and
the other process is dedicated to file I/O. These processes are not delayed or blocked
by the execution of other processes.

SAS Studio 3.4

SAS Studio 3.4 shipped in July 2015. Before you upgrade to a new release of SAS
Studio, clear the cache for your web browser. Clearing your cache should remove any
obsolete files.
386 Chapter 83 / SAS Studio

If you are migrating from SAS Studio 3.3 in a Windows operating environment, any data
that is not saved in your My Documents folder is not available in SAS Studio 3.4. You
must manually move this data from SAS Studio 3.3 to SAS Studio 3.4.

SAS Studio 3.5

SAS Studio 3.5 shipped in February 2016. Before you upgrade to a new release of SAS
Studio, clear the cache for your web browser. Clearing your cache should remove any
obsolete files.

For more information about this release, see the product documentation page for SAS
Studio.
 387

84
SAS Task Manager

Determining Your Update Path for SAS Task Manager . . . . . . . . . . 387

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 387
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387

About SAS Task Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Determining Your Update Path for SAS

Task Manager

Upgrading an Existing SAS 9.4 Deployment

SAS Task Manager 2.1 and 2.2 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.1_M1 (SAS 2.2 (SAS 9.4) For more information about this release, contact
9.4) your SAS account representative.

Migrating to SAS 9.4

SAS Task Manager 2.1 is a new product that runs on SAS 9.4.
388 Chapter 84 / SAS Task Manager

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1, 2.1_M1 (SAS 2.2 (SAS 9.4) To migrate to SAS Task Manager 2.2, see SAS
9.4) MDM: Administrator’s Guide.

2.2 (SAS 9.4) 2.2 (SAS 9.4) To migrate within the same release, see SAS
MDM: Administrator’s Guide.

About SAS Task Manager

SAS shipped these releases of SAS Task Manager:

n the first maintenance release for SAS Task Manager 2.1 shipped in April 2014
n SAS Task Manager 2.2 shipped in March 2015
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Task Manager.
 389

85
SAS Text Miner

Determining Your Update Path for SAS Text Miner . . . . . . . . . . . . . . 390

Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 390
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391

SAS Text Miner 12.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

SAS Text Miner 13.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

SAS Text Miner 13.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

SAS Text Miner 14.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

390 Chapter 85 / SAS Text Miner

Determining Your Update Path for SAS

Text Miner

Upgrading an Existing SAS 9.4 Deployment

SAS Text Miner 12.3, 13.1, 13.2, and 14.1 run on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.3 (SAS 9.4) 13.1 (SAS 1 Before you upgrade, see “SAS Text Miner 13.1”
9.4_M1), 13.2 on page 392, “SAS Text Miner 13.2” on page
(SAS 9.4_M2), 392, and “SAS Text Miner 14.1” on page 393 (if
14.1 (SAS appropriate).
9.4_M3)
2 When you install and configure SAS Enterprise
Miner, you can also install and configure SAS
Text Miner. For more information, see SAS
Enterprise Miner: Administration and
Configuration Guide.

13.1 (SAS 9.4_M1) 13.2 (SAS 1 Before you upgrade, see “SAS Text Miner 13.2”
9.4_M2), 14.1 on page 392 and “SAS Text Miner 14.1” on
(SAS 9.4_M3) page 393 (if appropriate).
2 When you install and configure SAS Enterprise
Miner, you can also install and configure SAS
Text Miner. For more information, see SAS
Enterprise Miner: Administration and
Configuration Guide.

13.2 (SAS 9.4_M2) 14.1 (SAS 1 Before you upgrade, see “SAS Text Miner 14.1”
9.4_M3) on page 393.
2 When you install and configure SAS Enterprise
Miner, you can also install and configure SAS
Text Miner. For more information, see SAS
Enterprise Miner: Administration and
Configuration Guide.
 Determining Your Update Path for SAS Text Miner 391

Migrating to SAS 9.4

To run SAS Text Miner 12.3, 13.1, 13.2, or 14.1, you must be running SAS 9.4. You can
migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

12.1, 12.1_M1 12.3 (SAS 9.4) 1 Before you migrate, see “SAS Text Miner 12.3”
(SAS 9.3) 13.1 (SAS on page 392, “SAS Text Miner 13.1” on page
5.1_M1 (SAS 9.3) 9.4_M1), 13.2 392, “SAS Text Miner 13.2” on page 392, and
(SAS 9.4_M2), “SAS Text Miner 14.1” on page 393 (if
14.1 (SAS appropriate).
9.4_M3)
2 When you install and configure SAS Enterprise
Miner, you can also install and configure SAS
Text Miner. For more information, see SAS
Enterprise Miner: Administration and
Configuration Guide.

12.3 (SAS 9.4), 12.3 (SAS 9.4) 1 Before you migrate, see “SAS Text Miner 13.1”
13.1 (SAS 13.1 (SAS on page 392, “SAS Text Miner 13.2” on page
9.4_M1), 13.2 9.4_M1), 13.2 392 , and “SAS Text Miner 14.1” on page 393 (if
(SAS 9.4_M2) (SAS 9.4_M2), appropriate).
14.1 (SAS
9.4_M3) 2 To migrate within the same SAS release, see
SAS Enterprise Miner: Administration and
Configuration Guide.

14.1 (SAS 9.4_M3) 14.1 (SAS To migrate within the same release, see SAS
9.4_M3) Enterprise Miner 14.1: Administration and
Configuration Guide.
392 Chapter 85 / SAS Text Miner

SAS Text Miner 12.3

For more information about the new features and enhancements in SAS Text Miner
12.3, see the software product page for SAS Text Miner.

If you are upgrading from a previous release of SAS Text Miner, note these changes:
n SAS Document Conversion Server is automatically installed when you upgrade SAS
Text Miner.
n Beginning with SAS Text Miner 12.1, SAS consolidated the version numbers for the
main analytical products. Before the consolidation, the most recent version number
for SAS Text Miner was 5.1.
n Beginning with SAS Text Miner 5.1, the Text Miner node that was available in
previous releases of SAS Text Miner was replaced by the functionality in other SAS
Text Miner nodes. Also, the DOCPARSE procedure was replaced by the TGPARSE
procedure. If you currently use the DOCPARSE procedure, modify your code to use
the TGPARSE procedure.

SAS Text Miner 13.1

SAS Text Miner 13.1 shipped in December 2013. For more information about the new
features and enhancements in SAS Text Miner 13.1, see the product documentation
page for SAS Text Miner.

SAS Text Miner 13.2

SAS Text Miner 13.2 shipped in August 2014. For more information about the new
features and enhancements in SAS Text Miner 13.1, see the product documentation
page for SAS Text Miner.
 SAS Text Miner 14.1 393

SAS Text Miner 14.1

SAS Text Miner 14.1 shipped in July 2015.

If you are upgrading from a previous release of SAS Text Miner, note these changes:
n A new HPBOOLRULE procedure replaces macros in the Text Rule Builder node.
For more information about the benefits of running the Text Rule Builder node with
the HPBOOLRULE procedure and how you can specify to run the Text Rule Builder
node as it functioned prior to SAS Text Miner 14.1, see the documentation for SAS
Text Miner.
n The TGPARSE procedure has been replaced with the HPTMINE procedure in the
Text Parsing node when the parsing language is Chinese, Dutch, English, Finnish,
French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, or
Turkish. For these languages, parsing is now multithreaded. The TGPARSE
procedure continues to be called when the parsing language is Arabic, Czech,
Danish, Greek, Hebrew, Hungarian, Indonesian, Norwegian, Polish, Romanian,
Slovak, Swedish, Thai, or Vietnamese.
For more information about the new features and enhancements in SAS Text Miner
14.1, see the software product page for SAS Text Miner.
394 Chapter 85 / SAS Text Miner
 395

86
SAS Visual Analytics

Determining Your Update Path for SAS Visual Analytics . . . . . . . 396

Upgrading Your Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . 396
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

SAS Visual Analytics 6.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

New Default Application Theme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
SAS Visual Analytics Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
SAS Visual Analytics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Adjustments to the Security Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Increased Constraints on Table Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

SAS Visual Analytics 6.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

SAS High-Performance Analytics Infrastructure 2.4 . . . . . . . . . . . . . 401
SAS Visual Analytics Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
SAS Visual Analytics Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
SAS Visual Data Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
SAS Visual Analytics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Adjustments to the Security Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Changes in SAS Visual Analytics Administrator . . . . . . . . . . . . . . . . . . 403

SAS Visual Analytics 6.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

SAS High-Performance Analytics Infrastructure 2.5 . . . . . . . . . . . . . 403
Changes to Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

SAS Visual Analytics 7.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

SAS Visual Analytics Administration and Reporting . . . . . . . . . . . . . . 404
396 Chapter 86 / SAS Visual Analytics

Alert Notification Preferences for SAS Visual

Analytics Designer and SAS Visual Analytics Viewer . . . . . . . . . . 404
SAS Visual Analytics Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
SAS Visual Analytics Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Changes in Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

SAS Visual Analytics 7.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

SAS Visual Analytics Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
SAS Visual Analytics Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
SAS Visual Analytics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
SAS Visual Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

SAS Visual Analytics 7.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

SAS Visual Analytics Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
SAS Visual Analytics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Determining Your Update Path for SAS

Visual Analytics

Upgrading Your Existing SAS 9.4 Deployment

SAS Visual Analytics 6.2, 6.3, 6.4, 7.1, 7.2, and 7.3 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.2 (SAS 9.4) 6.3 (SAS 9.4_M1); 1 Before you upgrade, see “SAS Visual
6.4 (SAS 9.4_M1 Analytics 6.3” on page 401, “SAS Visual
and SAS 9.4_M2),; Analytics 6.4” on page 403, “SAS Visual
7.1, 7.2 (SAS Analytics 7.1” on page 404, “SAS Visual
9.4_M2); 7.3 (SAS Analytics 7.2” on page 407, and “SAS Visual
9.4_M3) Analytics 7.3” on page 410 (if appropriate).
2 To upgrade to the latest release of SAS Visual
Analytics, see SAS Visual Analytics:
Installation and Configuration Guide.
 Determining Your Update Path for SAS Visual Analytics 397

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.3 (SAS 9.4_M1) 6.4 (SAS 9.4_M1 1 Before you upgrade, see “SAS Visual
and SAS 9.4_M2); Analytics 6.4” on page 403, “SAS Visual
7.1, 7.2 (SAS Analytics 7.1” on page 404, “SAS Visual
9.4_M2); 7.3 (SAS Analytics 7.2” on page 407, and “SAS Visual
9.4_M3) Analytics 7.3” on page 410 (if appropriate).
2 To upgrade to the latest release of SAS Visual
Analytics, see SAS Visual Analytics:
Installation and Configuration Guide.

6.4 (SAS 9.4_M2) 7.1, 7.2 (SAS 1 Before you upgrade, see “SAS Visual
9.4_M2); 7.3 (SAS Analytics 7.1” on page 404, “SAS Visual
9.4_M3) Analytics 7.2” on page 407, and “SAS Visual
Analytics 7.3” on page 410 (if appropriate).
2 To upgrade to the latest release of SAS Visual
Analytics, see SAS Visual Analytics:
Installation and Configuration Guide.

7.1 (SAS 9.4_M2) 7.2 (SAS 9.4_M2); 1 Before you upgrade, see “SAS Visual
7.3 (SAS 9.4_M3) Analytics 7.2” on page 407 and “SAS Visual
Analytics 7.3” on page 410 (if appropriate).
2 To upgrade to the latest release of SAS Visual
Analytics, see SAS Visual Analytics:
Installation and Configuration Guide.

7.2 (SAS 9.4_M2) 7.3 (SAS 9.4_M3) 1 Before you upgrade, see “SAS Visual
Analytics 7.3” on page 410.
2 To upgrade to the latest release of SAS Visual
Analytics, see SAS Visual Analytics:
Installation and Configuration Guide.
398 Chapter 86 / SAS Visual Analytics

Migrating to SAS 9.4

To run SAS Visual Analytics 6.2, 6.3, 6.4, 7.1, 7.2, or 7.3, you must be running SAS 9.4.
You can migrate to SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.3) 6.2 (SAS 9.4); 6.3 1 Before you migrate, see “SAS Visual Analytics
(SAS 9.4_M1); 6.4 6.2” on page 399, “SAS Visual Analytics 6.3”
(SAS 9.4_M1 and on page 401, “SAS Visual Analytics 6.4” on
SAS 9.4_M2); 7.1, page 403, “SAS Visual Analytics 7.1” on page
7.2 (SAS 9.4_M2); 404, “SAS Visual Analytics 7.2” on page 407,
7.3 (SAS 9.4_M3_ and “SAS Visual Analytics 7.3” on page 410
(if appropriate).
2 To migrate or create a new deployment, see
SAS Visual Analytics: Installation and
Configuration Guide.

6.2 (SAS 9.4) 6.2 (SAS 9.4); 6.3 1 Before you migrate, see “SAS Visual Analytics
(SAS 9.4_M1); 6.4 6.3” on page 401, “SAS Visual Analytics 6.4”
(SAS 9.4_M1 and on page 403, “SAS Visual Analytics 7.1” on
SAS 9.4_M2); 7.1, page 404, “SAS Visual Analytics 7.2” on page
7.2 (SAS 9.4_M2); 407, and “SAS Visual Analytics 7.3” on page
7.3 (SAS 9.4_M3) 410 (if appropriate).
2 To migrate or create a new deployment , see
SAS Visual Analytics: Installation and
Configuration Guide.

6.3 (SAS 9.4_M1 6.3 (SAS 9.4_M1); 1 Before you migrate, see “SAS Visual Analytics
and SAS 9.4_M2) 6.4 (SAS 9.4_M1 6.4” on page 403, “SAS Visual Analytics 7.1”
and SAS 9.4_M2); on page 404, “SAS Visual Analytics 7.2” on
7.1, 7.2 (SAS page 407, and “SAS Visual Analytics 7.3” on
9.4_M2); 7.3 (SAS page 410 (if appropriate).
9.4_M3)
2 To migrate or create a new deployment, see
SAS Visual Analytics: Installation and
Configuration Guide.
 SAS Visual Analytics 6.2 399

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.4 (SAS 9.4_M1) 6.4 (SAS 9.4_M2); 1 Before you migrate, see “SAS Visual Analytics
7.1, 7.2 (SAS 6.4” on page 403, “SAS Visual Analytics 7.1”
9.4_M2); 7.3 (SAS on page 404, “SAS Visual Analytics 7.2” on
9.4_M3) page 407, and “SAS Visual Analytics 7.3” on
page 410 (if appropriate).
2 To migrate or create a new deployment, see
SAS Visual Analytics: Installation and
Configuration Guide.

7.1, 7.2 (SAS 7.3 (SAS 9.4_M3) 1 Before you migrate, see “SAS Visual Analytics
9.4_M2) 7.3” on page 410.
2 To migrate or create a new deployment, see
SAS Visual Analytics: Installation and
Configuration Guide.

7.3 (SAS 9.4_M3) 7.3 (SAS 9.4_M3) To migrate within the same release, see SAS
Visual Analytics: Installation and Configuration
Guide.

SAS Visual Analytics 6.2

New Default Application Theme

In earlier releases of SAS Visual Analytics, the default application theme was called
Blue Steel. Beginning with SAS Visual Analytics 6.2, the default application theme is
called Corporate.

SAS Visual Analytics Designer

n In earlier releases of SAS Visual Analytics, reports that were created in SAS Visual
Analytics Designer automatically had a dark report theme. Beginning with SAS
Visual Analytics 6.2, users can select the SAS Light or SAS Dark report theme. Any
400 Chapter 86 / SAS Visual Analytics

reports that were created in SAS Visual Analytics 6.1 retain the dark report theme.
The new report themes have some differences from the previous releases. For
example, table and graph titles are no longer bold, and the thickness of some lines
has increased.
n Beginning with SAS Visual Analytics 6.2, lists of data items in SAS Visual Analytics
Designer are sorted based on the data set locale. For example, if you view Chinese
data in a browser with an English locale, then the data items are sorted based on the
data set’s Chinese locale.
n Beginning with SAS Visual Analytics 6.2, two map report objects are available in
SAS Visual Analytics Designer. The report object known as a geo map in previous
releases is now called a geo bubble map. The name was changed to distinguish it
from the new geo region map.

SAS Visual Analytics Viewer

n When a report is opened, it is fully expanded. The right pane, which contains the
Comments and Properties tabs, is collapsed and section tabs are not displayed. The
right pane can be expanded, and an icon is available for accessing navigation
between sections.
n In previous releases of SAS Visual Analytics, reports in SAS Visual Analytics Viewer
automatically had a dark report theme. Beginning with SAS Visual Analytics 6.2,
users can select the SAS Light or SAS Dark report theme. Any reports that were
created in SAS Visual Analytics 6.1 retain the dark report theme. The new report
themes have some differences from the previous releases. For example, table and
graph titles are no longer bold, and the thickness of some lines has increased.

Adjustments to the Security Model

Certain aspects of the security model (relating to metadata-layer permissions,
capabilities, and signature files) have been refined. For more information, see SAS
Visual Analytics: Administration Guide.
 SAS Visual Analytics 6.3 401

Increased Constraints on Table Names

Restrictions on table names have increased. For more information, see SAS Visual
Analytics: Administration Guide.

SAS Visual Analytics 6.3

SAS High-Performance Analytics

Infrastructure 2.4
Some new features in SAS Visual Analytics 6.3 require that you upgrade to SAS High-
Performance Analytics Infrastructure 2.4. For more information, see SAS High-
Performance Analytics Infrastructure: Installation and Configuration Guide. Also, see
SAS Visual Analytics: Administration Guide for information about how to reconfigure the
LASR Analytic Servers.

SAS Visual Analytics Home Page

Guest access does not provide individualized features on the home page, such as
history or preferences.

SAS Visual Analytics Designer

Beginning with SAS Visual Analytics 6.3, pie charts do not include slices with a missing
value or a zero.

SAS Visual Data Builder

Some functionality that was added to SAS Foundation is not automatically applied when
you upgrade from SAS Visual Analytics 6.2 to 6.3.
Note: These steps are not required if you are migrating to SAS Visual Analytics 6.3.
They are required only if you are performing an upgrade in place.
402 Chapter 86 / SAS Visual Analytics

To complete your upgrade, perform these steps on any tier where a SAS Application
Server (with a SAS Workspace Server) is installed:

1 Stop all SAS processes.

2 Restart the SAS Deployment Wizard.

3 Select the Install SAS Foundation and Related Software option.

4 From the list of products, select the SAS Foundation check box.

5 Select the Advanced Programming for SAS LASR Analytic Server check box.

6 Complete your installation.

Note: If you need to click Retry when using the SAS Deployment Manager, you
might see this error message: Failed to update service database:
VDBService. You can ignore this error. It is generated because the SAS
Deployment Manager attempts to modify a configuration table a second time.

SAS Visual Analytics Viewer

n Report authors can disable object selection, so you might not be able to select some
report objects.
n If you are using guest access, some features such as comments, alerts, and the
banner are not available.

Adjustments to the Security Model

The standard membership structure has changed. Every registered user should be
explicitly assigned to at least one metadata group. In the new standard structure,
membership in the SASUSERS implicit group no longer provides access to exploration
and design functionality. Instead, a new group, Visual Analytics Users, provides access
to that functionality. For more information, see SAS Visual Analytics: Administration
Guide.
 SAS Visual Analytics 6.4 403

In the metadata, requirements for the Delete permission are replaced by requirements
for the Write permission.

Changes in SAS Visual Analytics

Administrator
Actions that were previously displayed directly on the menu bar are now within the
LASR menu and the Tools menu.

Some of the icons for loading data have changed.

SAS Visual Analytics 6.4

SAS High-Performance Analytics

Infrastructure 2.5
Some new features in SAS Visual Analytics 6.4 require that you upgrade to SAS High-
Performance Analytics Infrastructure 2.5. For more information, see SAS High-
Performance Analytics Infrastructure: Installation and Configuration Guide. Also, see
SAS Visual Analytics: Administration Guide for information about how to reconfigure the
LASR Analytic Servers.

Changes to Importing Data

n In SAS Visual Analytics 6.3, you could import data from files and servers only with
SAS Visual Data Builder. Starting in SAS Visual Analytics 6.4, the variety of data
sources that you can import has increased, and self-service import functionality is
available in SAS Visual Analytics Explorer and SAS Visual Analytics Designer as
well.
n In SAS Visual Analytics 6.3 when you imported tweets from Twitter, you had to
register an application with Twitter. Starting in SAS Visual Analytics 6.4, you no
longer need to perform this registration. Instead, you are routed to the Twitter
website to log on to your Twitter account and authorize SAS Visual Analytics.
404 Chapter 86 / SAS Visual Analytics

SAS Visual Analytics 7.1

SAS Visual Analytics Administration and

Reporting
Starting in October 2014 (SAS 9.4, Rev. 940_14w41), SAS ships SAS Visual Analytics
Administration and Reporting with some SAS solution software orders.

SAS Visual Analytics Administration and Reporting is a component piece included in

many SAS 9.4 solutions and technology packages to provide enhanced reporting and
printing capabilities. Administration and reporting is supported on Linux and Windows
machines only. If you have a hardware constraint, you can delay your deployment of the
administration and reporting portion of your order until later. For more information, see
“Add SAS Visual Analytics Administration and Reporting” in SAS Intelligence Platform:
Installation and Configuration Guide.

Alert Notification Preferences for SAS Visual

Analytics Designer and SAS Visual Analytics
Viewer
In SAS Visual Analytics 6.4, two preferences (Send email messages and Send SMS
text messages) were available for alert notifications. Starting in SAS Visual Analytics
7.1, a new Use the system default for alert notifications preference has been added.
(The Use the system default for alert notifications option uses the defaults that are
set by an administrator in the SAS Preferences Manager product.) If you selected the
Send email messages or the Send SMS text messages preference in the 6.4 release,
then the new 7.1 preference will override that preference. You have to reset your
preference or you will not receive alert notifications from the designer or the viewer.

SAS Visual Analytics Home Page

In SAS Visual Analytics 6.4 and earlier, you could set a preference for Show this
number of recent items between one and 16 items. The default was nine items.
 SAS Visual Analytics 7.1 405

Starting in SAS Visual Analytics 7.1, the range for recent items is a minimum of zero
and a maximum of 25 items. The default is 10 items.

SAS Visual Analytics Designer

n In SAS Visual Analytics 6.4, the Subscription and Notification tab on the Add Alert
window had a Send email to the subscribers option. Starting in SAS Visual Analytics
7.1, this option is called Send notifications to the subscribers because users can
now specify a preference for how alert notifications are sent from both the designer
and the viewer. Email and SMS text messages are options for alert notifications.
n In SAS Visual Analytics 6.4 and earlier, the Enable selection in the viewers check
box on the Properties tab for a stored process was not selected by default. Starting
in SAS Visual Analytics 7.1, this check box is selected by default for all stored
processes that are added to new reports. This change does not affect existing stored
processes in a report.
n In SAS Visual Analytics 6.4 and earlier, the bullet, slider, thermometer, dial, and
speedometer gauges were displayed individually under the Gauges heading on the
Objects tab in SAS Visual Analytics Designer. Starting in SAS Visual Analytics 7.1,
there is a single Gauge report object listed under the Other heading on the Objects
tab. After you drag and drop the Gauge report object onto the report canvas, you
can use the Type property on the Properties tab to specify that you want a bullet,
slider, thermometer, dial, or speedometer gauge to be displayed in a report.
n Starting in SAS Visual Analytics Designer 7.1, use the Add Recipients window to
select the users that you want to email a report to. In previous releases of SAS
Visual Analytics, the name of this window was Add Identities.
n In SAS Visual Analytics Designer 6.3 and 6.4, you could not select bubbles, bars,
pie slices, and lines in an animated graph. Starting in the 7.1 release, you can select
bubbles, bars, pie slices, and lines in an animated graph. The interaction filter is
based on the category value (or values) and the selected frame in the animation.

Changes in Administration
n On the LASR Tables and LASR Servers tabs:
406 Chapter 86 / SAS Visual Analytics

o Most of the tab toolbar icons affect only those objects that have a selected
(checked) check box.
o Clicking on the cell next to a check box changes the check box’s state.
o The icon for the Get Status action is .

n The Administer permission affects the ability to set a server’s tables limit in the
administrator. (The ReadMetadata and WriteMetadata permissions are also
required.)
n The VA.EP.Capable.* extended attributes no longer have any effect. (In the 6.4
release, these extended attributes were used by administrators to explicitly specify
whether to attempt parallel loads. In the current release, explicit specification is
replaced by automatic detection.)
n SAS Mobile BI 7.1 has a new user interface. The new interface does not include a
banner. For this reason, support for the configuration properties that customize the
banner in the native mobile viewers is discontinued.
n From SAS Office Analytics 7.1, authentication to SAS Visual Analytics no longer
uses SAS Visual Analytics Transport Service. For this reason, actions and
information on the Mobile Devices tab in the administrator have no impact on SAS
Enterprise Guide, SAS Add-in for Microsoft Office, and SAS Web Parts for
SharePoint.
n The log4j configuration files for the explorer, designer, and web viewer are modified
as follows:
o Each record in the generated logs includes the application name and identifies
the connected user.
o An APM (SAS Audit, Performance, and Measurement package) log4j
configuration file is provided for future use with SAS Environment Manager. Do
not modify the log4j configuration files that have an _apm suffix.
o For the SAS_LASR_COMMANDS_FILE appender, generated log files include
LASRActions in their filenames, and loggers are based on a daily rolling file
appender.
 SAS Visual Analytics 7.2 407

n The following predefined directory name no longer includes a version number: SAS-
configuration-directory/Applications/VisualAnalytics.

SAS Visual Analytics 7.2

SAS Visual Analytics Home Page

n In SAS Visual Analytics 7.1 and earlier, there was only one appearance of the home
page. Starting in SAS Visual Analytics 7.2, there is a new preference for the default
appearance of the home page, which is set to Administrator default. There are two
appearance choices for users: Modern and Classic . (Classic has the same
appearance as the home page in SAS Visual Analytics 7.1 and earlier.)

Note: The Modern appearance does not support right-to-left (RTL) languages. To
force the use of the appearance that supports RTL languages, specify a value of
classic for the configuration property home.ui.mode. The property is on the Visual
Analytics Hub node in the Configuration Manager in SAS Management Console.
For more information, see the SAS Intelligence Platform: Web Application
Administration Guide.
n In SAS Visual Analytics 7.1 and earlier, there was an Other Content area that
displayed lists of explorations, reports, stored processes, stored process reports,
queries, or tables that someone with theVisual Analytics: Administration role had
added for users. Starting in SAS Visual Analytics 7.2, there is no longer an Other
Content area. If your site had an Other Content area, that area upgrades to a
published collection. The published collection is displayed as a collection tile on the
home page with the Modern appearance, and as a folder under the My Content
heading on the home page with the Classic appearance.

SAS Visual Analytics Administration

n In the metadata layer, the Read permission is enforced for interactions with an
encrypted SASHDAT library.
408 Chapter 86 / SAS Visual Analytics

Note: In order to support encryption of SASHDAT, you must apply the SAS
Intelligence Platform 9.4m2f and the SAS Visual Analytics 7.2 hot fixes. After the hot
fixes are applied, you must re-add the Hadoop Server and the SAS Data in HDFS
Library resource templates in SAS Management Console. For more information, see
SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS LASR).
n On the LASR Tables and LASR Servers tabs, some columns are initially hidden. To
show or hide a column, right-click on any column heading, and then select the
column.
n The LASR Tables tab does not include a Compression column. In the Status
column, indicates a compressed table. To view the original size of a compressed
table, place your pointer over the table’s Size cell.
n Initially, the Folders pane is collapsed. To access the Folders pane, select View 
Folders from the main menu.
n In a new deployment that offers guest access, the property App.AllowGuest is set on
individual software components, rather than at the suite level.
n The Build Analytical Model capability in SAS Visual Statistics is in the Visual
Analytics Explorer category.
n The SAS Visual Statistics high-cardinality properties have names that begin with
vae.modeling.
n The home page is independent from the SAS Visual Analytics suite.
o The property vah.client.ui.mode is replaced by a new home page property,
home.ui.mode.
o The property va.supportSharedThumbnails must be managed on two separate
nodes: Visual Analytics Hub and Visual Analytics.
o Capabilities for using the home page are in the Visual Analytics Hub category,
which is parallel to the Visual Analytics category.
o The Visual Analytics Data Administrators group is a member of the new
Home:Administration role.
 SAS Visual Analytics 7.2 409

o The home page’s software component (Visual Analytics Hub) is a direct child of
SAS Application Infrastructure.
o A new property, home.exclude.capability.users, blocks home page modification
by anonymous users.
o A new property, home.allow.anonymous.user.personalization, temporarily
unblocks home page modification by anonymous users.
o Home page administration is documented in SAS Intelligence Platform: Web
Application Administration Guide.

SAS Visual Analytics Viewer

n In SAS Visual Analytics 7.1 and earlier, there was only one appearance for the
viewer. Starting in SAS Visual Analytics 7.2, there is a new preference for the default
appearance of the viewer, which is set to Administrator default. There are two
appearance choices for users: modern (preproduction) and classic. (Classic has the
same appearance as the viewer in SAS Visual Analytics 7.1 and earlier.)
Note: For the viewer, the modern appearance is preproduction in SAS Visual
Analytics 7.2.
n In SAS Visual Analytics 7.1 and earlier (and in the classic appearance), you can
click a prompt icon to display the prompt dialog box for a prompted stored process.
You can use the prompt dialog box to change prompt values for the stored process
and to re-execute the stored process. In the modern appearance in SAS Visual
Analytics 7.2, stored processes are executed with their default prompt values and
those values cannot be changed in the viewer.

SAS Visual Statistics

In SAS Visual Analytics 7.2, the features of SAS Visual Statistics have been integrated
into the user interface for SAS Visual Analytics Explorer. If SAS Visual Statistics is
licensed at your site, then the data modeling features are available.
410 Chapter 86 / SAS Visual Analytics

SAS Visual Analytics 7.3

SAS Visual Analytics Administration

n Management of audit data is simplified.
o In the SAS Web Infrastructure Platform’s SharedServices database, predefined
archive rules cause audit records that are older than 30 days to be archived.
o You can start a scheduled task that periodically purges records from the full
AUDIT_VISUALANALYTICS table in the autoload drop zone for administrative
data.
n If the vav.ui.mode property is not specified, the web viewer uses the modern
presentation mode, unless a user selects the classic presentation mode (by using
the setting or preference for the web viewer’s Default Appearance) or uses a web
browser that does not support the modern presentation mode.
n Access to external geo map servers is subject to cross-domain proxy constraints.

SAS Visual Analytics Viewer

In SAS Visual Analytics 7.2, the modern appearance of the SAS Visual Analytics Viewer
was preproduction. In SAS Visual Analytics 7.3, the modern appearance is production.
 411

87
SAS Visual Process Orchestration

Determining Your Update Path for SAS Visual

Process Orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 411
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

SAS Visual Process Orchestration 2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Determining Your Update Path for SAS

Visual Process Orchestration

Upgrading an Existing SAS 9.4 Deployment

SAS Visual Process Orchestration 2.1 and 2.2 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.2 (SAS 9.4) For more information about this release, contact
your SAS account representative.
412 Chapter 87 / SAS Visual Process Orchestration

Migrating to SAS 9.4

SAS Visual Process Orchestration 2.1 is a new product that runs on SAS 9.4.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

2.1 (SAS 9.4) 2.2 (SAS 9.4) To migrate to SAS Visual Process Orchestration
2.2, see SAS MDM: Administrator’s Guide.

2.2 (SAS 9.4) 2.2 (SAS 9.4) To migrate within the same release, see SAS
MDM: Administrator’s Guide.

SAS Visual Process Orchestration 2.2

SAS Visual Process Orchestration 2.2 shipped in March 2015. For more information,
see the product documentation page for SAS Visual Process Orchestration.
 413

88
SAS Visual Scenario Designer

Determining Your Update Path for SAS Visual

Scenario Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 413
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

About SAS Visual Scenario Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Determining Your Update Path for SAS

Visual Scenario Designer

Upgrading an Existing SAS 9.4 Deployment

SAS Visual Scenario Designer is a new product in SAS 9.4.

Current Release at Your Release That You Are

Site Upgrading To High-Level Steps and
(SAS Release) (SAS Release) Resources

6.2, 6.2_M2 (SAS 9.4) 6.3 (SAS 9.4) For more information about
how to request this new
release and the features that
are available, contact your
SAS account representative.
414 Chapter 88 / SAS Visual Scenario Designer

Migrating to SAS 9.4

SAS Visual Scenario Designer is a new product in SAS 9.4.

About SAS Visual Scenario Designer

SAS shipped these releases of SAS Visual Scenario Designer:
n SAS Visual Scenario Designer 6.2 in May 2014
n SAS Visual Scenario Designer 6.3 in January 2015
For more information about these releases, contact your SAS account representative
and see the product documentation page for SAS Visual Scenario Designer.
Note: The documentation for SAS Visual Scenario Designer is available only to
customers who license this product.
 415

89
SAS Web Parts for Microsoft
SharePoint

Determining Your Update Path for SAS Web

Parts for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 416
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417

About SAS Web Parts for Microsoft SharePoint . . . . . . . . . . . . . . . . . . 417

416 Chapter 89 / SAS Web Parts for Microsoft SharePoint

Determining Your Update Path for SAS

Web Parts for Microsoft SharePoint

Upgrading an Existing SAS 9.4 Deployment

SAS Web Parts 6.1 for Microsoft SharePoint runs on SAS 9.4.

Release That
Current Release You Are
at Your Site Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 6.11, 6.12, 6.13 1 Before you upgrade, see “About SAS Web Parts
for Microsoft SharePoint” on page 417.
2 To upgrade to the latest release of SAS Web
Parts for Microsoft SharePoint by using the SAS
Deployment Wizard, see “Install and Configure a
Software Update” on page 69.

6.11, 6.12 6.12, 6.13 1 Before you upgrade, see “About SAS Web Parts
for Microsoft SharePoint” on page 417.
2 To upgrade to the latest release of SAS Web
Parts for Microsoft SharePoint by using the SAS
Deployment Wizard, see “Install and Configure a
Software Update” on page 69.
 About SAS Web Parts for Microsoft SharePoint 417

Migrating to SAS 9.4

To run SAS Web Parts 6.1 for Microsoft SharePoint, you must be running SAS 9.4.

Release That
Current Release You Are
at Your Site Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

6.1 (SAS 9.4) 6.1 (SAS 9.4); To migrate within the same release, see SAS
6.11 (SAS Intelligence Platform: Installation and Configuration
9.4_M1); 6.12 Guide
and 6.13 (SAS
9.4_M2)

6.12 (SAS 9.4_M2) 6.12 and

6.13(SAS
9.4_M2)

About SAS Web Parts for Microsoft

SharePoint
Beginning with the 6.11 release, you can perform an upgrade-in-place of SAS Web
Parts if you manually install SAS Web Parts for Microsoft SharePoint. The Install-
SASWebParts function and the Enable-SASWebParts function now support the -
Upgrade parameter. If SAS Web Parts 6.1 for Microsoft SharePoint is installed and you
want to upgrade to 6.11, use the -Upgrade parameter. When you upgrade, SAS
automatically uninstalls the 6.1 release before installing the 6.11 release. If a default
profile exists in the 6.1 release, this information remains intact during the upgrade.

For more information about these functions, see SAS Web Parts for Microsoft
SharePoint: Administrator’s Guide.

SAS also shipped these releases of SAS Web Parts for Microsoft SharePoint:
418 Chapter 89 / SAS Web Parts for Microsoft SharePoint

n SAS Web Parts 6.12 for Microsoft SharePoint in October 2014

n SAS Web Parts 6.13 for Microsoft SharePoint in May 2015
For more information, see the software product page for SAS Web Parts for Microsoft
SharePoint.
 419

90
SAS Web Report Studio

Determining Your Update Path for SAS Web Report Studio . . . 420
Upgrading an Existing SAS 9.4 Deployment . . . . . . . . . . . . . . . . . . . . . . 420
Migrating to SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421

SAS Web Report Studio 4.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421

SAS Web Report Studio 4.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422

Updating Favorites in Your Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . 423

420 Chapter 90 / SAS Web Report Studio

Determining Your Update Path for SAS

Web Report Studio

Upgrading an Existing SAS 9.4 Deployment

SAS Web Report Studio 4.4, 4.4_M1, 4.4_M2, and 4.4_M3 run on SAS 9.4.

Current Release Release That You

at Your Site Are Upgrading To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.4 (SAS 9.4) 4.4_M1 (SAS 1 Before you upgrade, see “SAS Web Report
9.4_M1), 4.4_M2 Studio 4.4” on page 422.
(SAS 9.4_M2),
4.4_M3 (SAS 2 To upgrade to the latest release of SAS Web
9.4_M3) Report Studio 4.4, see “Install and Configure
a Software Update” on page 69.
3 To complete any post-configuration steps, see
“Updating Favorites in Your Web Browser” on
page 423.

4.4_M1 (SAS 4.4_M2 (SAS 1 Before you upgrade, see “SAS Web Report
9.4_M1), 4.4_M2 9.4_M2), 4.4_M3 Studio 4.4” on page 422.
(SAS 9.4_M2) (SAS_9.4M3)
2 To upgrade to the latest release of SAS Web
Report Studio 4.4, see “Install and Configure
a Software Update” on page 69.
3 To complete any post-configuration steps, see
“Updating Favorites in Your Web Browser” on
page 423.
 SAS Web Report Studio 4.3 421

Migrating to SAS 9.4

To run SAS Web Report Studio 4.4, you must be running SAS 9.4. You can migrate to
SAS 9.4, or you can create a new SAS 9.4 deployment.

Current Release Release That You

at Your Site Are Migrating To
(SAS Release) (SAS Release) High-Level Steps and Resources

4.31, 4.31_M1, 4.4, 4.4_M1, 1 Before you upgrade, see “SAS Web Report
4.31_M2 (SAS 9.3) 4.4_M2, 4.4_M3 Studio 4.3” on page 421 and “SAS Web
(SAS 9.4) Report Studio 4.4” on page 422.
2 To migrate to the new release, see SAS 9.4
Intelligence Platform: Migration Guide. To
create a new deployment, see SAS 9.4
Intelligence Platform: Installation and
Configuration Guide.
3 To complete any post-configuration steps, see
“Updating Favorites in Your Web Browser” on
page 267 and SAS 9.4 Intelligence Platform:
Web Application Administration Guide.

4.4, 4.4_M1, 4.4, 4.4_M1, To migrate within the same SAS release, follow
4.4_M2 (SAS 9.4) 4.4_M2, 4.4_M3 the steps in SAS 9.4 Intelligence Platform:
(SAS 9.4) Migration Guide.

4.4_M3 (SAS 9.4) 4.4_M3 (SAS 9.4) To migrate within the same release, follow the
steps in SAS 9.4 Intelligence Platform: Migration
Guide.

SAS Web Report Studio 4.3

Note: This section is relevant only if you are upgrading to either SAS Web Report
Studio 4.4 or the first maintenance release for SAS Web Report Studio 4.4. These
releases run on SAS 9.4 or the first maintenance release for SAS 9.4, respectively.
422 Chapter 90 / SAS Web Report Studio

These steps are not required if you are upgrading to the second maintenance release
for SAS Web Report Studio 4.4, which runs on the second maintenance release for
SAS 9.4.

In SAS Web Report Studio 4.3, data explorations were converted to reports. If any of
the converted objects are based on cubes, then during migration this conversion does
not succeed until the cube files are rebuilt. If the LoadContent step displays a warning
during migration, follow the instructions in the Instructions.html file to build the cube files
and modify and rerun the LoadContent scripts.

If you are running SAS Web Report Studio 4.2, you must upgrade to SAS Web Report
Studio 4.3 before upgrading to SAS Web Report Studio 4.4. If you upgrade from 4.2 to
4.4, your data explorations might not convert properly.

When upgrading to SAS Web Report Studio 4.3, you have these options:
n You can upgrade to the latest release of SAS 9.2. SAS Web Report Studio 4.3 runs
on SAS 9.2.
To upgrade to the latest release of SAS 9.2, see Planning for Maintenance Releases
and Product Upgrades for SAS 9.2.
n You can upgrade to the latest release of SAS 9.3. SAS Web Report Studio 4.31_M2
runs on SAS 9.3.
When you upgrade to SAS 9.3, you can migrate, or you can create a new
deployment. For specific steps, see SAS 9.3 Intelligence Platform: Migration Guide
(if you are migrating to the new release) or SAS 9.3 Intelligence Platform: Installation
and Configuration Guide (if you are creating a new deployment). For post-
configuration steps, see SAS 9.3 Intelligence Platform: Web Application
Administration Guide.

SAS Web Report Studio 4.4

The Format dialog box for a percent of total no longer has a currency option.
 Updating Favorites in Your Web Browser 423

For information about the new features and enhancements in SAS Web Report Studio
4.4, see “What’s New in SAS Web Report Studio 4.4” on the product documentation
page for SAS Web Report Studio.

SAS shipped these releases of SAS Web Report Studio:

n the first maintenance release for SAS Web Report Studio 4.4 in December 2013
n the second maintenance release for SAS Web Report Studio 4.4 in August 2014
n the third maintenance release for SAS Web Report Studio 4.4 in July 2015

Updating Favorites in Your Web Browser

After the deployment of any new release, you must change the release number in the
resolved URL that you use to open the product. For example, if you upgraded from 4.3
to 4.4, then the updated URL is http://server:port/SASLogon/index.jsp?_sasapp=Web
+Report+Studio+4.4&.

If you saved the URL for a previous release as a Favorite link in a web browser, then
this link is broken when you upgrade to the new release. You must re-create this favorite
for the new release. You can also access SAS Web Report Studio 4.4 by using this
unresolved link: http://server:port/SASWebReportStudio.
424 Chapter 90 / SAS Web Report Studio
 425

Recommended Reading

Here is the recommended reading list for this title:

n SAS Deployment Wizard and SAS Deployment Manager 9.4: User's Guide
n SAS Intelligence Platform: Desktop Application Administration Guide
n SAS Intelligence Platform: Installation and Configuration Guide
n SAS Intelligence Platform: Middle-Tier Administration Guide
n SAS Intelligence Platform: Migration Guide
n SAS Intelligence Platform: System Administration Guide
n SAS Intelligence Platform: Web Application Administration Guide
n What’s New in SAS 9.4

For a complete list of SAS publications, go to sas.com/store/books. If you have

questions about which titles you need, please contact a SAS Representative:
SAS Books
SAS Campus Drive
Cary, NC 27513-2414
Phone: 1-800-727-0025
Fax: 1-919-677-4444
Email: sasbook@sas.com
Web address: sas.com/store/books
426 Recommended Reading
 427

Glossary
planned deployment
a method of installing and configuring a SAS business intelligence system. This
method requires a deployment plan that contains information about the different
hosts that are included in the system and the software and SAS servers that are to
be deployed on each host. The deployment plan then serves as input to an
installation and configuration tool called the SAS Deployment Wizard.

SAS configuration directory

the location where configuration information for a SAS deployment is stored. The
configuration directory contains configuration files, logs, scripts, repository files, and
other items for the SAS software that is installed on the machine.

SAS Deployment Manager

a cross-platform utility that manages SAS deployments. The SAS Deployment
Manager supports functions such as updating passwords for your SAS deployment,
rebuilding SAS Web applications, and removing configurations.

SAS Deployment Wizard

a cross-platform utility that installs and initially configures many SAS products. Using
a SAS installation data file and, when appropriate, a deployment plan for its initial
input, the wizard is designed to prompt the customer for all the remaining input at the
start of the session so that the customer does not have to monitor an entire
deployment.

SAS installation directory

the location where your SAS software is installed. This location is the parent
directory to the installation directories of all SAS products. The SAS installation
directory is also referred to as SAS Home in the SAS Deployment Wizard.
428 Glossary

software order e-mail (SOE)

an e-mail message that is sent to your site that announces the availability of the
software and details the order. It also lists the initial installation steps and, for SAS
9.3, contains instructions for using Electronic Software Delivery (ESD), if applicable.
 429

Index
Special Characters planned 53
deprecated functionality 30
_usermods files 45 disk space
requirements 39

B
E
backup files 40
basic deployment 54, 55 EAR files
customization 44
EXTENDOBSCOUNTER= data
C set option 99
EXTENDOBSCOUNTER=
CA certificates 101 LIBNAME statement option
Configuration Guidelines and 99
Details 62 EXTENDOBSCOUNTER=
customizations 46 system option 99
customized deployment plan
58
F

D favorites
updating 423
deployment registry report files
contents of 14 _usermods 45
running 14 customizations 46
deployment summary for the EAR 44
installation 63 FORMAT procedure 94
deployment types 54, 55
deployments
430 Index

H S

hot fixes 76 SAS Add-In for Microsoft Office

HTTPS protocol 101 114
SAS Backup and Recovery Tool
40
I SAS BI Dashboard 126
SAS Business Data Network
Instructions.html 62 133
SAS Business Rules Manager
135
O
SAS Contextual Analysis 143
SAS Credit Scoring for Banking
observation count, extending
147
99
SAS Customer Intelligence 151
operating environments 31
SAS Data Integration Studio
170
P SAS Data Quality Accelerator
for Teradata 174
plan file 58 SAS Data Quality Server 177
planned deployment 54, 55 SAS Data Remediation 179
PRINT procedure 94 SAS Data Surveyor
PRINTTO procedure 94 for Clickstream Data 30
product release numbers 18 for Oracle Applications 30
products for Salesforce.com 30
adding 75, 87 for Siebel 30
SAS Decision Manager 181
SAS Decision Services 185
R SAS Digital Marketing 187
SAS Document Conversion
requirements Server 189
disk space 39 SAS Embedded Process 271
SAS Enterprise Guide 195, 198
SAS Enterprise Miner 206
SAS Environment Manager 211
 Index 431

SAS Financial Management SAS OLAP Server 348

227 SAS OpRisk VaR 225, 233,
SAS Firmwide Risk for 307, 351, 365
Solvency II 231 SAS Order Information (SOI)
SAS Forecast Server 238 file 55
SAS Foundation 92 SAS Pack Optimization 333
SAS procedures 94 SAS Promotion Optimization
SAS Fraud Management 241 333
SAS Grid Manager 247 SAS Real-Time Decision
SAS High-Performance Risk Manager 361
255 SAS Regular Price Optimization
SAS In-Database Code 333
Accelerator 271 SAS Remote Services 30
SAS In-Database Technologies SAS Retail Forecasting 333
270 SAS Revenue Optimization
SAS Information Map Studio 333
276, 312 SAS Risk Management for
SAS Integration Technologies Banking 367
282 SAS Size Optimization 333
SAS Intelligence Platform 288 SAS Size Profiling 333
SAS Lineage 315 SAS Software Depot 57
SAS Management Console 317 SAS Studio 381
SAS Markdown Optimization SAS Task Manager 387
333 SAS Text Miner 390
SAS Marketing Automation 321 SAS Document Conversion
SAS Marketing Operations Server 189
Management 325 SAS Visual Analytics
SAS Marketing Optimization administration and reporting
327 404
SAS MDM 331 SAS Visual Process
SAS Merchandise Intelligence Orchestration 411
333 SAS Web Report Studio 160,
SAS Model Manager 339 396
SAS Model Risk Management favorites in Web browser 423
345 SAS/ACCESS 108
432 Index

SAS/ETS 222 third-party web application

SAS/GRAPH 245 server 30
SAS/IntrNet 304 tools
SAS/OR 354 backup files 40
SAS/STAT 377
Scheduling Services Cache
Locator port 45 U
Secure Socket Layers 101
security 101 UpdateInstructions.html 62
software license
renewing 75, 87
W
software order 53
Software Order Email (SOE) 53 WAR
software renewal 75, 87 files 44
SSL WAR files
See Secure Socket Layers customization 44
Web browser
favorites 423
T

third-party software 31