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Migrating to SAS 9.2
                                                                                           Bill Gibso...
Migrating to 9.2 - Agenda

                             Introduction
                             When
                 ...
SAS 9.2 Time Line




                                                                                                • Q3...
SAS 9.2 Value Proposition

                             Not just a “minor DOT” release. A major step
                    ...
SAS 9.2

                             Major update in Platform Support
                                         • Operati...
Are You Running a SAS 9 Platform?

                             Do you have a metadata server?
                          ...
When to Migrate to SAS 9.2 - Checklist
                           Interest & Willingness
                                ...
Migrating to 9.2 – Sample Software Scenarios

                            1. Single Server, Enterprise Guide Clients
     ...
SAS Usage Scenarios

                            A. Analyst Environment
                            B. Production Business...
Migrating to 9.2 – Environmental Scenarios

                             Single Deployment – often Type A
               ...
Dev / Test / Prod in Business Analytics
                             Very different from traditional operational
        ...
How do you perform a migration?

                   Choose from the following
                    approaches
            ...
How do you perform a migration?

                             How do you install and configure SAS 9.2?

                ...
Perform migration with migration tools

                             Automated tools to support migration of a 9.1.3
    ...
How do you perform a migration?

                                      Delivery                                      Insta...
SAS Migration Utility

                             The SAS Migration Utility supports deploying
                        ...
System Flow: Migration
                                                    9.1.3 System                                   ...
Why use migration tools to migrate content?

                             Most efficient method for upgrading from SAS
  ...
Additional steps after using Tools

                             Portal content may need adjusting
                      ...
Perform a migration using promotion tools

                             Promotion is the movement of selected content
   ...
Why use promotion tools to migrate content?

                             System configuration in 9.2 will be different
 ...
Why not use promotion tools only?

                             May be more time intensive
                              ...
So, how long will a migration take?
                             Migration process consists of 4 main phases

           ...
So, how long will a migration take?

                             The actual execution of the migration is not the
      ...
So… How long should I plan for a migration?

                             It depends on
                                 ...
Planning Objectives

                             Document the 9.1.3 environment
                             Set goals ...
Planning Should be “SNAP”

                             Structure of your 9.1.3 deployment
                             ...
Migration Process & SAS/Partner Services
                                  Migration is something that you will only do o...
Key “Changes & Enhancements” Training

                             What’s New in SAS® 9.2 Business Intelligence
        ...
Resources

                             What’s New in 9.2 Documentation
                                         • http:/...
Migrating to SAS 9.2 - Summary
     Does take effort over a relatively short time
     Preserves existing content & hard...
Questions?
                                                                                           Next Steps




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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.

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Transcript of "Migrating To SAS 9.2 by Bill Gibson"

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