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Migrating To SAS 9.2 by Bill Gibson

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This is an interesting presentation by Bill Gibson on the benefits and challenges of migrating to SAS 9.2.

This is an interesting presentation by Bill Gibson on the benefits and challenges of migrating to SAS 9.2.

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    Migrating To SAS 9.2 by Bill Gibson Migrating To SAS 9.2 by Bill Gibson Presentation Transcript

    • Migrating to SAS 9.2 Bill Gibson CTO SAS Australia and New Zealand SNUG Q1 2009, 19 March 2009 Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Migrating to 9.2 - Agenda  Introduction  When  Scenarios  Tools  Approaches  Planning  Services Available Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • SAS 9.2 Time Line • Q3-Q4 2009 • April 2009: General Availability • Q2 2008 Reporting, OLAP, Business Solutions Data Integration, SAS Foundation Foundation Maintenance Limited availability • Release May: Forecast Server, Enterprise Miner, Text Miner, Model Manager Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • SAS 9.2 Value Proposition  Not just a “minor DOT” release. A major step forward in SAS technology Delivers a great deal of customer requested functionality Customer Driven Delivers enhancements Delivers a giant leap to reduce the cost for IT in functionality to aid More IT Productivity and Business units of productivity of all Friendly managing a SAS using SAS Environment SAS 9.2 Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • SAS 9.2  Major update in Platform Support • Operating Systems • Java Application Servers • 64 bit Windows − Break the 2G ceiling  New functionality across all products  New Baseline Architecture Level • Minor releases will build on initial versions Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Are You Running a SAS 9 Platform?  Do you have a metadata server? • Server Based • EG, • SAS BI • SAS Management Console • Enterprise Miner • Enterprise Guide  If you are Foundation only this is not relevant • Migration will be as per previous releases • “Only” issue is WIN 64 • No issue reported from the 9.2 C phase. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • When to Migrate to SAS 9.2 - Checklist  Interest & Willingness Product Mix Availability – during rollout period.  Types of Migration • Initial learning environment/playpen, followed by staged migration of production environment(s) • Immediate full migration in one project  Migration Approach • Joint approach SAS/Partner + customer, where site has SAS 9 skills • SAS/Partner led project, typically where customer skills are limited  Funding - people’s time and money Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Migrating to 9.2 – Sample Software Scenarios 1. Single Server, Enterprise Guide Clients 2. Single Server, SAS BI 3. Multiple Servers, SAS DI, BI & Portal 4. Multiple Servers, SAS, ABM & EG Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • SAS Usage Scenarios A. Analyst Environment B. Production Business Analytics System C. Production Operational IT System D. Combination of above • Most often A+B (possibly building models, and production scoring system) Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Migrating to 9.2 – Environmental Scenarios  Single Deployment – often Type A  Multiple – Dev / Test / Prod • Multiple environments on one hardware platform • Multiple hardware platforms  Physical Environment Considerations • Virtual / Partitioned Environments − VMWARE & others − UNIX logical partitions • 9.2 separate hardware available • Only 9.1.3 hardware − Outages or parallel running Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Dev / Test / Prod in Business Analytics  Very different from traditional operational systems  IT use Dev/Test for data management & production system creation & maintenance.  Business users create new content (reports, analyses, & ad-hoc data management) in production environment as required. • May use folder level security to manage status.  Multiple “applications” hosted on a single platform. (see http://www2.sas.com/proceedings/forum2007/204-2007.pdf)  Migration Planning & Timing must allow for this. • Synchronisation needed. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • How do you perform a migration?  Choose from the following approaches 1. Migrate content using the automated migration tools as a part of the install process. 2. Install a new SAS 9.2 environment and promote selected content from 9.1.3  You can use a combination of these approaches. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • How do you perform a migration?  How do you install and configure SAS 9.2? Delivery Installation & Configuration  Electronic  Single entry point – SAS Deployment Software Delivery Wizard  Custom DVDs  Ask once and upfront; runs automatically afterwards • Includes deployment of initial metadata • Includes deployment of web apps  Capture/replay available for batch deployment Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Perform migration with migration tools  Automated tools to support migration of a 9.1.3 system to 9.2 provide a way for our customers to preserve their current investment in SAS, while upgrading to the latest version. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • How do you perform a migration? Delivery Installation & Configuration  Includes complete migration from 9.1.3 to 9.2 • Configuration • Content  SAS Migration Utility Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • SAS Migration Utility  The SAS Migration Utility supports deploying SAS 9.2 based on an existing 9.1.3 environment. • Analyzes the 9.1.3 Environment • Creates migration packages that the SAS Deployment Wizard can read which represents the “full system” configuration and content from 9.1.3. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • System Flow: Migration 9.1.3 System 9.2 System PLAN File Old config Extrac Migrated t Generate config SMU SDW [Platform +BI] [Platform +BI] [ Solution A] [ Solution A] [Solution B] [Solution B] Co Co ct rt po tra m nv bi Im Ex Old Content New Content ert n e (metadata, DAV, (metadata, DAV, RDBMS, etc.) RDBMS, etc.) Migration package Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Why use migration tools to migrate content?  Most efficient method for upgrading from SAS 9.1.3 to SAS 9.2. • Upgrades entire system at one time • Produces additional reports to understand changes in security  Preserves customizations made in 9.1.3.  Checks whether software is at the required baseline and supported by the automated tools. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Additional steps after using Tools  Portal content may need adjusting • Custom themes need to be redefined • Custom web applications need to be updated  OLAP cubes need to be rebuilt  Custom plug-ins need to be modified  Manual changes to configuration to exploit 9.2 platform enhancements • Includes validation of behavior  Validation & Rollout Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Perform a migration using promotion tools  Promotion is the movement of selected content from a source system to an already configured target system. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Why use promotion tools to migrate content?  System configuration in 9.2 will be different • Changing hardware • Different server configurations  Lots of “garbage” content in the existing 9.1.3 system  Haven’t fully utilized the platform, so minimal content involved  Want to try out functionality and/or validate in bite size portions Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Why not use promotion tools only?  May be more time intensive • Requires manual movement of content and it is still difficult to change the folder structure • Order of promoting objects is important  Only a subset of metadata content is supported • No environment metadata – users, groups, ACTs, servers • Extra work for OLAP, Portal  No automatic security comparison reports Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • So, how long will a migration take?  Migration process consists of 4 main phases  Assess the state of the current environment  Identify what is “outside the SAS box”  Determine the hardware deployment  Create software depot and plan file  Backup the current environment  Setup target environment  Upgrade to SAS 9.2 using SASDW with either migration or promotion tools  Implement customizations, if needed  Validate the new environment  Resynchronize content  Rollout SAS 9.2 access to end users Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • So, how long will a migration take?  The actual execution of the migration is not the main portion of time. Timeline Planning Preparation Implementation Validation/Rollout 30% 20% 15% 35% Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • So… How long should I plan for a migration?  It depends on • Product mix • Usage scenario • Environmental scenario  Total Time (Plan- Rollout) • “Happy Path” (simple environment) – 5 to 10 days • Complex environment – 4 to 6 weeks • Gnarly environment – 2 to 3 months Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Planning Objectives  Document the 9.1.3 environment  Set goals for the 9.2 environment  Choose the best approach for upgrading • Start over installing SAS 9.2 out-of-the-box and promote selected content from 9.1.3 • Migrate content using the automated migration tools • Or, use a combination of these approaches Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Planning Should be “SNAP”  Structure of your 9.1.3 deployment  Nature of your 9.1.3 content  Aims for your 9.2 environment  Period of time for upgrading Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Migration Process & SAS/Partner Services  Migration is something that you will only do once.  It does not make sense to do it without help from people who have done it before (many times).  If technical support get questions from people who have botched an upgrade, they will advise restarting from scratch, and getting assistance. Timeline Planning Preparation Implementation Validation/Rollout 30% 20% 15% 35% Assessment Execution Service Service 2-5 Days - Team of SAS/ Partner & Customer resources Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Key “Changes & Enhancements” Training  What’s New in SAS® 9.2 Business Intelligence  What’s New in SAS® 9.2 Data Integration  What’s New in SAS® 9.2 Platform Administration 1 Day Training Courses  Available from May 2009 Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Resources  What’s New in 9.2 Documentation • http://support.sas.com/documentation/whatsnew/index. html  Migrating to 9.2 • http://support.sas.com/rnd/migration/index.html  SAS ANZ Staff – talk to your account team • Significant internal preparation well advanced. Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Migrating to SAS 9.2 - Summary  Does take effort over a relatively short time  Preserves existing content & hardware  More functionality, maintainability.  Baseline for future expansion of use, and also for incremental SAS upgrades.  Don’t do it by yourself!  Next Steps? Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only
    • Questions? Next Steps Copyright © 2009, SAS Institute Inc. All rights reserved. Company Confidential - For Internal Use Only