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SAS 9 Deployment

Overview

Data Controller for SAS 9 consists of a frontend, a set of Stored Processes, a staging area, and a database library. The library can be a SAS Base engine if desired, however this can cause contention (eg table locks) if end users are able to connect to the datasets directly, eg via Enterprise Guide or Base SAS. A database that supports concurrent access is recommended.

Backend

1 - Import /sas/import.spk using SAS Management Console. Make a note of the root location in which this was deployed - as this will be added to the appLoc value in the index.html file in the frontend deployment.

2 - Create a physical staging directory. This folder will contain the logs and CSV files generated by Users. The SAS Spawned Server account (eg sassrv) will need write access to this location.

3 - Update the library to point to a schema in your preferred database

4 - Deploy the physical tables and register them in metadata. For this, simply compile and run the mpe_build() macro using an account with appropriate privileges.

Note

Make sure the SAS Spawned Server account (eg sassrv) can access these tables!

Frontend

The Data Controller front end comes pre-built, and ready to deploy to the root of the SAS Web Server (mid-tier), typically !SASCONFIG/LevX/Web/WebServer/htdocs in SAS 9.

Deploy as follows:

1 - Unzip dcfrontend.zip and upload the entire datacontroller directory to the static content server.

2 - Open the index.html file and update the appLoc value to the location where the Stored Processes were deployed earlier.

It should now be possible to use the application - simply navigate to YOURSASWEBLOC:port/yourRoot/datacontroller and sign in!

The next step is to configure the tables.

Deployment Diagram

The below areas of the SAS platform are modified when deploying Data Controller:

Client Device

Nothing needs to be deployed or modified on the client device. We support a wide range of browsers (the same as SAS). Browsers make requests to the SAS Web Server, and will cache assets such as JS, CSS and images. Some items (such as dropdowns) are kept in local storage to improve responsiveness.

SAS Mid Tier

The front end is deployed to the SAS Web Server as described above. This requires making a dedicated public folder in the htdocs directory.

SAS Application Server

Given the enhanced permissions needed of the system account, a dedicated / secured STP instance is recommended as described here.

All deployments of Data Controller also make use of a staging directory. This is used to store CSV and Excel files as uploaded by end users. This directory should NOT be accessible by end users - only the SAS system account (eg sassrv) requires access to this directory.

A typical small deployment will grow by a 10-20 mb each month. A very large enterprise customer, with 100 or more editors, might generate up to 1 GB or so per month, depending on the size and frequency of the Excel EUCs and CSVs being uploaded. Web modifications are restricted only to modified rows, so are typically just a few kb in size.

SAS Metadata Server

The items deployed to metadata include:

  • Folder tree
  • Stored Processes
  • Library Object & tables

After the installation process (which updates settings and removes the makedata STP), there are no write actions performed against metadata.

Databases

We strongly recommend that the Data Controller configuration tables are stored in a database for concurrency reasons, however it is also possible to use a BASE engine library.

We provide the DDL for creating the tables, we have customers in production using Oracle, Postgres, Netezza, SQL Server to name a few.

Data Controller does NOT modify schemas! It will not create or drop tables, or add/modify columns or attributes. Only rows can be modified using the tool.