SAS Visual Analytics 7.1: Installation and

SAS Visual Analytics 7.1: Installation and
SAS Visual Analytics 7.1
®
Installation and Configuration Guide
(Non-distributed SAS LASR )
®
™
Also applies to SAS Visual Statistics
®
SAS Documentation
®
The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2014. SAS® Visual Analytics 7.1:
Installation and Configuration Guide (Non-distributed SAS® LASR™). Cary, NC: SAS Institute Inc.
SAS® Visual Analytics 7.1: Installation and Configuration Guide (Non-distributed SAS® LASR™)
Copyright © 2014, 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, North Carolina 27513-2414.
October 2014
SAS provides a complete selection of books and electronic products to help customers use SAS® software to its fullest
potential. For more information about our offerings, visit support.sas.com/bookstore or call 1-800-727-3228.
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.
Contents
Using This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Chapter 1 • Deploying SAS Visual Analytics (Non-distributed LASR) . . . . . . . . . . . . . . . . . . . . . . . . 1
What Is Covered in This Document? . . . . . . . . . . . . . . . . . . . . . . . . . 2
SAS Visual Statistics Installation Instructions . . . . . . . . . . . . . . . . . . . 3
Deployment Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 1: Create a SAS Software Depot . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 2: Check for Documentation Updates . . . . . . . . . . . . . . . . . . . . 10
Step 3: Prepare Your Environment . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Step 4: Install and Configure SAS . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 5: Perform Post-Deployment Steps . . . . . . . . . . . . . . . . . . . . 105
Step 6: Add SAS Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Step 7: Validate Your SAS Visual Analytics Deployment . . . . . . . . 112
vi Contents
vii
Using This Book
Audience
This guide documents the installation and initial configuration of SAS Visual Analytics
for a non-distributed SAS LASR Analytic Server for a traditional, on-premises
deployment. This guide does not include deploying any other SAS product beyond SAS
Visual Analytics for non-distributed SAS LASR Analytic Server. If you are upgrading,
see the SAS Guide to Software Updates, available at http://support.sas.com/
documentation/cdl/en/whatsdiff/66129/PDF/default/whatsdiff.pdf.
Although the majority of figures in this guide are from a Microsoft Windows deployment,
the experience is, for the most part, identical on Linux. Differences in the deployment
between operating systems are noted.
For documentation about:
n
deploying SAS Visual Analytics for a distributed SAS LASR Analytic Server on an
analytics cluster
n
converting your SAS LASR Analytic Servers to run in distributed mode
see the SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS
LASR), available at http://support.sas.com/documentation/solutions/va/index.html.
viii
Documentation Conventions
SAS Installation Directory
The phrase SAS installation directory refers to a host path. (The SAS installation
directory is sometimes referred to as SAS Home.) For example: C:\Program Files
\SASHome.
SAS Configuration Directory
The phrase SAS configuration directory refers to a host path that includes a
configuration name and level. For example: C:\SAS\Config\Lev1.
For more information, see the topic, “Overview of the Configuration Directory Structure,”
in the SAS Intelligence Platform: System Administration Guide, available at http://
support.sas.com/documentation/cdl/en/bisag/67481/HTML/default/
viewer.htm#n0v5rampodzajbn1w825qtg5lzil.htm.
ix
Recommended Reading
Here is the recommended reading list for this title:
n
SAS Guide to Software Updates
n
SAS LASR Analytic Server: Reference Guide
n
SAS Visual Analytics: User's Guide
n
System Requirements—SAS Visual Analytics (Non-distributed Mode), available at
http://support.sas.com/documentation/installcenter/en/ikvisanlytofrndmsr/
68018/HTML/default/
n
SAS offers instructor-led training and self-paced e-learning courses to help you
administer SAS Visual Analytics. For more information about the courses available,
see support.sas.com/admintraining.
For a complete list of SAS books, go to support.sas.com/bookstore. If you have
questions about which titles you need, please contact a SAS Book Sales
Representative:
SAS Books
SAS Campus Drive
Cary, NC 27513-2414
Phone: 1-800-727-3228
Fax: 1-919-677-8166
E-mail: [email protected]
Web address: support.sas.com/bookstore
x
1
1
Deploying SAS Visual Analytics (Nondistributed LASR)
What Is Covered in This Document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
SAS Visual Statistics Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . 3
Deployment Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 1: Create a SAS Software Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 2: Check for Documentation Updates . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Step 3: Prepare Your Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Overview of Prepare Your Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Review Your Pre-Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Set Up User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Set Up an Operating System Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Download and Install Required Third-Party Software . . . . . . . . . . . . . 14
Step 4: Install and Configure SAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Step 5: Perform Post-Deployment Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Step 6: Add SAS Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Step 7: Validate Your SAS Visual Analytics Deployment . . . . . . . 112
2
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
What Is Covered in This Document?
This document is designed to help you quickly and efficiently deploy SAS Visual
Analytics with a non-distributed SAS LASR Analytic Server on a single machine.
You use a program provided by SAS called the SAS Deployment Wizard to perform the
actual installation and initial configuration of SAS Visual Analytics. The deployment
wizard is an easy-to-use program that prompts you for the necessary information to
automatically install and configure SAS Visual Analytics.
The deployment wizard prompts you for information that might require input from your
site’s IT team. Some of the answers that you provide (such as user names and
passwords) should be recorded because you (or someone at your site) will need this
information later to use and administer SAS Visual Analytics.
Figure 1.1 Example of a SAS Deployment Wizard Page
This document gives you step-by-step instructions to successfully deploy SAS Visual
Analytics. If you find that you require more information about the deployment wizard
configuration prompts, you can do the following:
SAS Visual Statistics Installation Instructions
n
3
Click the Help button on the wizard page for the prompt in question.
Figure 1.2 Location of the Help Button on a SAS Deployment Wizard Page
n
See the SAS Visual Analytics: Installation and Configuration Guide (Distributed SAS
LASR), available at http://support.sas.com/documentation/solutions/va/
index.html.
If you find that you need more information about using the deployment wizard itself, see
the SAS Deployment Wizard and SAS Deployment Manager: User's Guide, available at
http://support.sas.com/documentation/installcenter/en/ikdeploywizug/66034/PDF/
default/user.pdf.
SAS Visual Statistics Installation
Instructions
If SAS Visual Statistics is part of your order, then when you perform the steps in this
document for installing and configuring SAS Visual Analytics, you are also installing and
configuring SAS Visual Statistics.
4
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Deployment Process Overview
The following list summarizes the steps required to install and configure SAS Visual
Analytics on a single machine:
1 Create a SAS Software Depot.
2 Check for documentation updates.
3 Prepare your environment.
4 Install and configure SAS Visual Analytics.
5 Perform post-deployment steps.
6 Add SAS Visual Analytics users to the system.
7 Validate your SAS Visual Analytics deployment.
Subsequent sections in this guide provide the step-by-step instructions that you need to
complete these tasks.
Although the majority of figures in this guide are from a Microsoft Windows deployment,
the experience is, for the most part, identical on Linux. Differences in the deployment
between operating systems are noted.
Step 1: Create a SAS Software Depot
SAS Visual Analytics must be installed from a SAS Software Depot, which is a
repository for your SAS software media. If you already have a SAS Software Depot,
skip to “Step 3: Prepare Your Environment” on page 11.
Step 1: Create a SAS Software Depot
Figure 1.3
Windows Explorer Displaying a SAS Software Depot
Note: If you receive your SAS Visual Analytics order by electronic software download
(ESD), refer to your software order e-mail (SOE) for instructions on how to download
your SAS order and create a SAS Software Depot. If you have already downloaded
your SAS order, your SAS Software Depot is automatically created for you. Proceed to
“Step 2: Check for Documentation Updates” on page 10.
If your installation media is in DVD format, create a SAS Software Depot by following
these steps:
1 Insert Disk 1 into your DVD drive.
2 If the SAS Deployment Wizard does not automatically launch, open the DVD in
Windows Explorer, right-click setup.exe, and select Run as administrator.
5
6
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
3 When prompted, select your language, and click OK.
4 On the Select Deployment Task page of the SAS Deployment Wizard, select Create
or Add to a SAS Software Depot.
Step 1: Create a SAS Software Depot
5 On the Specify Order Details page, click Next.
7
8
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
6 On the Specify Order Options page, select Include complete order contents, and
click Next.
7 On the Specify SAS Software Depot Directory page, specify the location where you
want to create your SAS Software Depot, and click Next. The location can be on the
local machine or it can be on a network drive.
Step 1: Create a SAS Software Depot
9
8 If the directory that you specify does not exist, the wizard prompts you. If you want it
to create the directory for you, click Yes.
9 On the Final Review page, click Start to create the SAS Software Depot.
10
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Step 2: Check for Documentation
Updates
It is very important to check for late-breaking installation information in SAS Notes and
to review the system requirements for your SAS software.
n
SAS Notes
n
system requirements
See the system requirements for SAS Visual Analytics (non-distributed), available at
http://support.sas.com/documentation/installcenter/en/ikvisanlytofrsr/68017/
HTML/default/.
Step 3: Prepare Your Environment
11
Step 3: Prepare Your Environment
Overview of Prepare Your Environment
Before you can deploy your SAS software, you need to prepare your server machine.
This includes:
n
Review your pre-installation checklist.
n
Set up required operating system user accounts.
n
Create the required operating system group.
n
Install third-party software required by SAS Visual Analytics.
Review Your Pre-Installation Checklist
Your SAS software order contains a pre-installation checklist that gives a
comprehensive list of actions that you must do to prepare your system before deploying
SAS Visual Analytics.
The checklist is located in your SAS Software Depot in the plan_files directory.
Checklists are bundled with deployment plans, topology diagrams, and other
documents. All of these are available on support.sas.com.
Set Up User Accounts
User accounts that are needed for your SAS deployment can be either local accounts
on the machine on which you are deploying SAS, or domain accounts that have access
to the machine. Although you can use your own account names, SAS recommends
using the names that are listed in the following table. If you choose to use different
account names, be sure to record the names for future reference.
12
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Table 1.1
Pre-installation Checklist for User Accounts
Recommended User ID
User Account
Operating
System
SAS Installer
Both
my-domain\sas
User Rights Needed
or
my-machine\sas
SAS Spawned
Servers*
Windows
Log on as a batch job
Linux
The group that you designate as the primary group for
the SAS installer must contain the SAS Spawned
Servers account.
Both
my-domain\sassrv
or
my-machine\sassrv
SAS First User*
Windows
Log on as a batch job
Linux
Member of a group that is the primary group for the
SAS installer. (This group does not have to be the
primary group for the SAS Spawned Servers account.)
Both
my-domain\sasdemo
or
my-machine\sasdemo
Windows
Log on as a batch job
Linux
*
The SAS Deployment Wizard automatically assigns the Log on as a batch job right to the SAS
Spawned Servers account and SAS First User account.
The accounts that are listed in the preceding table have the following purposes:
n
SAS Installer is used to install SAS. After you create the account, log on to the
machine with this account to perform the deployment. It is recommended that this
account remain available for future SAS maintenance and updates.
Step 3: Prepare Your Environment
13
n
SAS Spawned Servers is the process owner for SAS Stored Process Servers and
SAS Pooled Workspace Servers on the machine. During the SAS deployment, the
SAS Deployment Wizard prompts you to enter the account name and password for
this account.
n
SAS First User is used for demonstration purposes. This account is often referred to
as sasdemo. During the SAS deployment, the SAS Deployment Wizard prompts you
to specify the account name for this account. The SAS First User account is not a
required account. However, it is used for the purposes of this installation guide.
Set Up an Operating System Group
Set Up the SAS Server Users Group (Windows)
To run SAS on Windows, users must have the Log on as a batch job right on the
machine that hosts the server. We recommend that you create a group on the server,
add SAS users to the group, and then assign that group the Log on as a batch job
right.
Note: The SAS Deployment Wizard automatically assigns the Log on as a batch job
right for the SAS Spawned Servers account and SAS First User account.
To create the SAS Server Users group and assign the Log on as a batch job right,
do the following:
1 Click Start. In the Search programs and files field, enter Computer
Management, and select it from the Start menu when it appears.
2 Expand Local Users and Groups.
3 Right-click Groups, and select New Group.
4 Name the group “SAS Server Users,” and click Create.
5 Assign the Log on as a batch job right to the new SAS Server Users group.
Click Start. In the Search programs and files field, enter Local Security
Policy, and select it from the Start menu when it appears.
14
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
6 In the left pane of the Local Security Policy window, expand Local Policies, and
click User Rights Assignment.
7 In the right pane under the Policy column, double-click Log on as a batch job. This
displays the Log on as a batch job Properties dialog box.
8 On the Local Security Setting tab, click Add User or Group. In the Enter the
object names to select field, enter SAS Server Users, and click Check Names
to select the SAS Server Users group. Then, click OK to return to the Log on as a
Batch Job Properties dialog box. Verify that the new group that you created appears
in the text box on the Local Security Setting tab.
9 Click OK to close the dialog box and return to the Local Security Policy window.
In the future, any new SAS users that you add to your SAS system can be granted the
Log on as a batch job right by adding them to the SAS Server Users group in
Windows. Because the SAS Server Users group was assigned the Log on as a batch
job right, it is not necessary to explicitly assign this right to users in the Local Security
Policy window.
Set Up the sas Group (Linux)
To run SAS on Linux, you should create an operating system group (sas) and make it
the primary group for the Linux SAS installer user. The SAS Spawned Servers account
should be made a member of the sas group. (Members of this group are given access
to certain directories and files created by the SAS Deployment Wizard.)
For information about creating groups and adding user accounts, see your Linux
documentation.
Download and Install Required Third-Party
Software
SAS Visual Analytics requires that your machine have the following third-party software
installed:
n
Windows PowerShell
Step 3: Prepare Your Environment
15
Windows PowerShell is a configuration management and task automation
framework from Microsoft that is required by SAS Visual Analytics.
Later, you are prompted for the Windows PowerShell installation path here: Step 18
on page 32.
n
Python
Python is a general-purpose programming language required by SAS Information
Retrieval Studio.
Later, you are prompted for the Python installation path here: Step 17 on page 31.
n
JUnit
To run certain test suites, the SAS Deployment Tester requires JUnit, which is an
open-source framework for writing and running tests in the Java programming
language.
Later, you are prompted for the JUnit installation path here: Step 55 on page 69.
If you need any of this software, you can download it from SAS
Software Products.
Support for Additional
If your machine does not have this third-party software, note the location where you
installed it. (See the following table.)
Table 1.2
Pre-installation Checklist for Third-Party Software
Third-Party Software
Default Installation Path
Windows PowerShell
C:\Windows
\System32\WindowsPowerShell\v1.0
Python
C:\Python27
JUnit
C:\junit\junit-4.8.1.jar
Actual Installation Path
16
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Step 4: Install and Configure SAS
To install and configure SAS Visual Analytics, you use a standard deployment plan. A
deployment plan is similar to a recipe that tells the SAS Deployment Wizard how to
install your software order.
Later in this topic, you are asked to choose between two standard deployment plans
that are labeled SAS Visual Analytics, two machines. The first machine contains the
SAS Visual Analytics server tier, middle tier, and administrative clients. The second
machine contains administrative clients. These two plans differ only in that one plan is
used for a Windows server and middle tier, and the other plan is used for a Linux server
and middle tier.
This topic describes how to deploy SAS Visual Analytics on the server and middle tier
machine. If you want to deploy on additional client machines, then rerun the deployment
wizard on one or more additional machines, making sure to select Step 4: Clients on
the Select Deployment Step and Products to Install page on page 23.
Note: Actually, these deployment plans can accommodate additional machines if you
want to cluster your SAS Metadata Server (Step 2) or your middle tier (Step 3). For
more information, see SAS Visual Analytics: Installation and Configuration Guide
(Distributed SAS LASR).
To install and configure SAS Visual Analytics on a single machine, follow these steps:
1 Log on to the machine using the SAS installer account that you created earlier or
using an account that is a member of the Windows Administrators group.
2 Temporarily disable all anti-virus, anti-malware, anti-spyware, and firewall software.
These types of programs can interfere with the deployment process and block files
as they are being copied and extracted.
3 On Windows, start Windows Explorer, and navigate to the highest-level directory in
your SAS Software Depot. Right-click setup.exe, and select Run as administrator.
Step 4: Install and Configure SAS 17
On Linux, navigate to the highest-level directory in your SAS Software Depot, and
run setup.sh.
18
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
4
Choose Language
n
From the drop-down list, select the language that you want the SAS Deployment
Wizard to use when it displays text, and click OK.
Step 4: Install and Configure SAS 19
5
Select Deployment Task
n
Select Install SAS Software, and click Next.
20
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
6
Specify SAS Home
n
If you want to specify a different location where SAS is installed other than the
default, enter this path in SAS Home. Click Next.
Although your SAS installation directory (which the wizard refers to as SAS
Home) and SAS configuration directories can share the same parent directory,
one directory cannot reside inside another. Also, the SAS installation directory
should not be a directory within your SAS Software Depot.
Step 4: Install and Configure SAS 21
7
Select Deployment Type
n
Confirm that Perform a Planned Deployment, Install SAS Software, and
Configure SAS Software are all selected. Click Next.
22
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
8
Specify Deployment Plan
n
Select Select a standard deployment plan.
n
On Windows, from the drop-down menu, select SAS Visual Analytics, two
machines, wx6.
n
On Linux, from the drop-down menu, select SAS Visual Analytics, two
machines, lax and wx6. Click Next.
Step 4: Install and Configure SAS 23
9
Select Deployment Step and Products to Install
n
In Deployment Step, make sure that Step 1: Server and Middle Tier is
selected. Click Next.
24
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
10
Specify SAS Installation Data File
n
Click Browse, locate your SAS installation data file, and then click Next.
Step 4: Install and Configure SAS 25
11
Select Language Support
n
Click Clear All. (English remains selected as the default language.)
n
Add any additional languages that you want SAS to support, and then click Next.
26
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
12
Select Regional Settings
n
Accept the default value of English (United States), or select a different
language, region, and locale in Language (Region) [Locale]. Click Next.
Step 4: Install and Configure SAS 27
13
Select Authentication Type (Linux only)
n
Do not change any of the default values displayed on this page. Click Next.
28
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
14
Note: Generally speaking, you should not change any port values unless a port is
already used by another application. See your pre-installation checklist for the
complete list of ports that SAS Visual Analytics requires. For more information, see
“Review Your Pre-Installation Checklist” on page 11.
Specify Remote Communication Configuration
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 29
15
Checking System
n
Wait while the SAS Deployment Wizard checks your system. When it is finished,
click Next.
30
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
16
Review Required Software
n
Review the list of third-party software that is required for the SAS software that
you are installing on the current machine. Click Next.
Step 4: Install and Configure SAS 31
17
Specify Software Location
n
Click Next.
If the path is incorrect, the wizard does not proceed. In this case, enter the
correct path where the third-party software is installed that you recorded in Table
1.2 on page 15. Click Next.
32
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
18
Specify Software Location
n
Click Next.
If the path is incorrect, the wizard does not proceed. In this case, enter the
correct path where the third-party software is installed that you recorded in Table
1.2 on page 15. Click Next.
Step 4: Install and Configure SAS 33
19
Select Configuration Prompting Level
n
Make sure that Typical is selected, and click Next.
34
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
20
Specify Configuration Information
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 35
21
Local Machine Name
n
In Fully-qualified Local Host Name, enter the complete name of the local host.
The fully qualified local host name typically takes the form of the local host name
plus the domain name server (for example, MyMachine.example.com).
TIP If you do not know the domain name used at your site, check with your
system administrator.
n
In Short Local Host Name, enter a short host name.
The short local host name is the abbreviated, more common method of referring
to the host, usually only a single word (for example, MyMachine).
36
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
22
Migration Information
n
Do not select Perform migration. Click Next.
Step 4: Install and Configure SAS 37
23
Windows Options (Windows only)
n
Do not change any of the default values displayed on this page. Click Next.
38
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
24
Windows Shortcuts (Windows only)
n
In Create Windows Shortcuts, make sure that For All Users is selected. Click
Next.
Step 4: Install and Configure SAS 39
25
Integrated Windows Authentication
n
Do not select Use Integrated Windows authentication. Click Next.
40
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
26
Token Based Authentication
n
Do not select Use SAS token authentication. Click Next.
Step 4: Install and Configure SAS 41
27
SAS Metadata Server
n
Do not change the default information that is displayed on this page. Click Next.
42
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
28
SAS Metadata Server: Override Backup Location
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 43
29
SAS Metadata Server: Override Service Login Account (Windows only)
n
Do not change the default information that is displayed on this page. Click Next.
44
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
30
Deployment Accounts: Type of Accounts
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 45
31
External Account: Installer
n
In the relevant fields, enter the user ID and password for the Installer account
that you are using to install and configure SAS. (This should be the user account
under which you are currently logged on.)
Prefix the user ID with either the domain or machine name (for example, domain
\user-ID or machine-name\user-ID). Click Next.
46
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
32
Automatic Script Execution (Linux only)
n
Select Run setuid.sh with my ID and password for the deployment wizard to
attempt to run the script with the credentials that you provide.
You see this page on Linux for SAS products that require you run the setuid.sh
script with sudo privileges. If you select this option, you will be asked on a
subsequent page for the sudo password (if you are deploying a metadata server,
you have already provided this information), and as it installs your software, the
deployment wizard attempts to run the script with the credentials you provided.
If you do not select this option, you will have to run setuid.sh manually during
installation (and configuration if you have chosen to configure) is complete. Note
that setuid.sh must be run as root in order to complete successfully. If you have
any concerns with the SAS Deployment Wizard running as root or you do not
know the sudo information for the machine that you are installing on, you should
not select this option. For more information, see Step 87 on page 102.
Step 4: Install and Configure SAS 47
33
SAS Internal Account: Unrestricted Administrator
n
Enter and confirm the password that will be used for the internal [email protected]
account. Click Next.
Note: Remember this password as you will need it in the future.
48
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
34
SAS Internal Account: Trusted User
n
Enter and confirm the password that will be used for the internal [email protected]
account. Click Next.
Note: Remember this password as you will need it in the future.
Step 4: Install and Configure SAS 49
35
Anonymous Web Access
n
Make sure that Enable anonymous web access is selected. Click Next.
50
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
36
SAS Internal Account: Anonymous Web User
n
Enter and confirm the password that will be used for the internal
[email protected] account. Click Next.
Note: Remember this password as you will need it in the future.
Step 4: Install and Configure SAS 51
37
SAS Visual Analytics: Allow Guest Access
n
Do not change any of the default values displayed on this page. Click Next.
52
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
38
External Account: SAS Spawned Servers Account
n
In the relevant fields, enter the user ID and password for the SAS Spawned
Servers account.
Note: Remember this password as you will need it in the future.
Prefix the user ID with either the domain or machine name (for example, domain
\user-ID or machine-name\user-ID). Click Next.
Step 4: Install and Configure SAS 53
39
Deployment Accounts: First User
n
Select Set up a First User Identity. Click Next.
The SAS First User account, which is often referred to as sasdemo, is used for
demonstration purposes. Although it is not required, the SAS First User account
can be used to validate your deployment.
54
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
40
External Account: First User
n
In External User ID, enter the user ID for the SAS First User account.
Prefix the user ID with either the domain or machine name (for example, domain
\user-ID or machine-name\user-ID). Click Next.
Step 4: Install and Configure SAS 55
41
Server Encryption
n
Do not change the default information that is displayed on this page. Click Next.
56
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
42
Estimated System Size
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 57
43
E-mail Server
n
In Host Name, enter the host name for an SMTP e-mail server at your site. SAS
uses this server to send e-mail alerts for system-related issues to an
administrator. Click Next.
TIP If you do not know the name of the SMTP e-mail server at your site, check
with your system administrator.
58
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
44
E-mail Addresses
n
In Recipient E-mail Address, enter a valid e-mail address that the SAS can use
to send e-mail alerts for system-related issues. Click Next.
Step 4: Install and Configure SAS 59
45
SAS Object Spawner
n
Do not change the default information that is displayed on this page. Click Next.
60
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
46
SAS Object Spawner: Port Bank
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 61
47
SAS Application Server: Server Context
n
Do not change the default information that is displayed on this page. Click Next.
62
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
48
SAS Workspace Server
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 63
49
SAS Pooled Workspace Server
n
Do not change the default information that is displayed on this page. Click Next.
64
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
50
SAS Stored Process Server
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 65
51
SAS Stored Process Server: Multibridge Connections
n
Do not change the default information that is displayed on this page. Click Next.
66
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
52
SAS Web Infrastructure Platform Data Server
n
Enter and confirm a password that SAS will create for the dbmsowner user ID.
Click Next.
Note: Remember this password as you will need it in the future.
n
Do not change the default information that is displayed on this page.
Step 4: Install and Configure SAS 67
53
SAS DATA Step Batch Server
n
Do not change the default information that is displayed on this page. Click Next.
68
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
54
Operating System Services Scheduling Server
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 69
55
SAS Deployment Tester Server
n
Do not change the default port information that is displayed on this page.
n
In JUnit JAR File, enter the JAR file path (for example, C:\junit
\junit-4.8.1.jar) or click Browse to select it. Click Next.
70
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
56
SAS Web Server: Automated or Manual Configuration Option
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 71
57
SAS Web Server: Configuration
n
Do not change the default information that is displayed on this page. Click Next.
72
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
58
SAS Web Application Server: JMS Configuration
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 73
59
SAS Web Application Server: Cache Locator Configuration
n
Do not change the default information that is displayed on this page. Click Next.
74
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
60
SAS Web Application Server: Server Configuration
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 75
61
SAS Web Application Server: Server Ports
n
Do not change the default information that is displayed on this page. Click Next.
76
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
62
Web Applications: Automatic Deployment
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 77
63
Scheduling Services Cache Locator
n
Do not change the default information that is displayed on this page. Click Next.
78
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
64
Scheduling Services DIP JobRunner
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 79
65
SAS Web Application Themes
n
Do not change the default information that is displayed on this page. Click Next.
80
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
66
IP Multicast Version (Linux only)
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 81
67
IP Multicast
n
Do not change the default information that is displayed on this page. Click Next.
82
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
68
SAS Content Server: Repository Directory
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 83
69
SAS Web Infrastructure Platform Database: JDBC Properties
n
Enter and confirm a password that SAS will create for the SharedServices user
ID. Click Next.
Note: Remember this password as you will need it in the future.
84
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
70
SAS Environment Manager: Administration Database Configuration
n
Enter and confirm a password that SAS will create for the adminowner user ID.
Click Next.
Note: Remember this password as you will need it in the future.
n
Do not change the default user ID information that is displayed on this page.
Step 4: Install and Configure SAS 85
71
SAS Internal Account: SAS Environment Manager Service Account
n
Enter and confirm a password that SAS will create for the SAS Environment
Manager service account ([email protected]). Click Next.
Note: Remember this password as you will need it in the future.
The password must contain at least six characters. Make sure that you supply
the same password that was specified in any previous SAS Environment
Manager configuration prompts.
86
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
72
SAS Environment Manager: Configuration
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 87
73
SAS Environment Manager: Database Configuration
n
Enter and confirm a password and an encryption passphrase that the
deployment wizard will use when creating credentials for the EVManager user ID.
Click Next.
Note: Remember this password and passphrase as you will need them in the
future.
The password must contain at least six characters.
The passphrase must be at least eight characters long and can contain letters
and numbers only.
88
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
74
SAS Environment Manager Agent Configuration
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 89
75
SAS Environment Manager Enablement Kit Database Credentials
n
Enter and confirm a password that SAS will create for the default SAS
Environment Manager Enablement Kit user ID. Click Next. Do not change the
user ID information that is displayed on this page.
Note: Remember this password as you will need it in the future.
90
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
76
SAS Flex Application Themes
n
Do not change the default information that is displayed on this page. Click Next.
Step 4: Install and Configure SAS 91
77
SAS Visual Analytics High-Performance Configuration Information
n
Do not change any of the default values displayed on this page. Click Next.
92
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
78
SAS Visual Analytics Public Data Provider
n
Do not change any of the default values displayed on this page. Click Next.
Step 4: Install and Configure SAS 93
79
SAS Visual Analytics Public Data Library Information
n
Do not change any of the default values displayed on this page. Click Next.
94
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
80
SAS Visual Analytics AutoLoad Location
n
Do not change any of the default values displayed on this page. Click Next.
Step 4: Install and Configure SAS 95
81
SAS Visual Analytics: SAS LASR Analytic Server Library
n
Do not change any of the default values displayed on this page. Click Next.
96
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
82
SAS Visual Analytics: Public LASR Libraries
n
Do not change any of the default values displayed on this page. Click Next.
Step 4: Install and Configure SAS 97
83
SAS Visual Analytics Services Database Credentials
n
Enter and confirm the password to be used for the vatadm account. Click Next.
Do not change the user ID information that is displayed on this page.
Note: Remember this password as you will need it in the future.
98
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
84
SAS Visual Analytics Transport Service: Whitelist Mobile Devices
n
Do not change any of the default values displayed on this page. Click Next.
Step 4: Install and Configure SAS 99
85
SAS Deployment Backup and Recovery Tool: Enable Central Vault
n
Do not change the default information that is displayed on this page. Click Next.
TIP If you are deploying a SAS solution, you should refer to your solution-specific
documentation to complete your deployment.
100
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
86
Deployment Summary
n
Make one of the following choices:
o
Click Start to begin installing SAS files and writing the configuration to the
current machine.
The deployment wizard launches the installation and configuration process
and provides an on-going status update.
o
Click Back to navigate to earlier wizard pages to change installation and
configuration information previously entered.
o
Click Cancel to terminate the wizard session. Note that you will lose
installation and configuration information previously entered.
CAUTION! If you encounter a situation in which the deployment wizard
reports a configuration failure, leave the error message displayed and do not
continue. Consult additional documentation and, if necessary, contact SAS
Technical Support. Moving past an error most often results in having to delete
your deployment and start over.
Step 4: Install and Configure SAS
101
On Windows, the deployment wizard checks to make sure that your machine
contains the minimum system requirements necessary to run SAS 9.4.
Sometimes it is necessary to reboot your machine after the wizard has installed
certain system components. When this occurs, the wizard prompts you to log
back on to the machine and continues to the next configuration step in your SAS
deployment process.
102
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
87
Insufficient Permissions (Linux only)
n
Keeping this dialog box displayed, run the setuid.sh script as root, and then click
Retry.
n
You will not see this dialog box if you chose earlier to run setuid.sh as sudo using
your password. For more information, see Step 32 on page 46.
Step 4: Install and Configure SAS
103
88
Deployment Complete
n
Green check marks next to every item on this page indicate that your deployment
completed successfully. Click Next.
n
If your deployment was successful, then you are ready to perform the postdeployment steps that are documented in “Step 5: Perform Post-Deployment
Steps” on page 105.
n
If you received errors during your deployment, then contact SAS Technical
Support at mailto:[email protected] Attach to your e-mail the files listed in
Appendix 3, “Review SAS Deployment Tool Documents, Reports, and Logs,” in
SAS Intelligence Platform: Installation and Configuration Guide.
104
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
89
Additional Resources
n
Click Finish to close the SAS Deployment Wizard.
Step 5: Perform Post-Deployment Steps 105
90
Configuration Guidelines and Details
n
To complete your SAS deployment, review Configuration Guidelines and Details
and perform the steps listed.
Configuration Guidelines and Details (Instructions.html) is automatically
generated by the deployment wizard and has post-installation steps specific to
your SAS order that you must perform.
Step 5: Perform Post-Deployment Steps
After your deployment has completed, there are some post-deployment steps specific
for your SAS order that are documented in your Instructions.html file. Located in SASconfiguration-directory\Documents, Instructions.html provides the steps for
checking that your SAS servers are running and that your web applications were
properly deployed.
106
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Figure 1.4
Configuration Guidelines and Details (Instructions.html)
If you have not already done so, use Instructions.html and perform all the postdeployment steps that it contains.
Remember to restart any anti-virus, anti-malware, anti-spyware, and firewall software
that you disabled to deploy SAS.
Proceed to “Step 6: Add SAS Users”
Step 6: Add SAS Users
Now that you have deployed SAS and successfully validated that your software is
working properly, it is time to add your SAS users to the SAS system. Adding host or
domain accounts for SAS users to the SAS metadata gives each user a SAS metadata
identity. This enables SAS users to use the software and access SAS metadata objects.
Step 6: Add SAS Users
107
For more information, see SAS Management Console: Guide to Users and Permissions,
available at http://support.sas.com/documentation/cdl/en/mcsecug/64770/PDF/default/
mcsecug.pdf.
Perform the following steps to add SAS users to SAS metadata:
1 Grant the host or domain accounts for each user the required Log on as a batch
job right. You can do this by adding the user accounts to the SAS Server Users
group that was created in the section “Set Up an Operating System Group” on page
13.
2 Create a metadata identity for each user. Follow these steps using SAS
Management Console:
a
From the Windows Start menu, select All Programs  SAS  SAS
Management Console.
108
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
b
In the Log On dialog box, enter the credentials for the SAS Unrestricted User
([email protected]) and the password specified when you deployed SAS.
Step 6: Add SAS Users
c
Select User Manager.
d Select Actions  New  User.
109
110
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
e
In the Name text box, enter the name of the user.
f
Click the Accounts tab, and then click New.
Step 6: Add SAS Users
111
g
Enter the fully qualified user ID (for example, domain\user-ID or machine\userID). Leave the Password field blank and keep the default value DefaultAuth for
the Authentication Domain field.
h Click OK.
i
Then, click OK again.
Proceed to “Step 7: Validate Your SAS Visual Analytics Deployment”.
112
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Step 7: Validate Your SAS Visual
Analytics Deployment
Below is a list of suggestions that you can use to validate your non-distributed SAS
Visual Analytics deployment. The SAS Visual Analytics documentation referenced is
available at http://support.sas.com/documentation/onlinedoc/va/index.html.
Table 1.3
Validation Suggestions for SAS Visual Analytics
Purpose
Actions
Create an account for
use later in the
validation.
1
Use the SAS LASR Analytic Server installer
account (sas), or create a new administrator
account such as saslasradm.
2
Assign the Windows user right Log on as a
batch job to the account.
Create a SAS identity
for use later in the
validation.*
In SAS Management Console:
1
Define a SAS Visual Analytics Administrator
(use the account created previously
(saslasradm)).
2
Assign the administrator to the Visual
Analytics Data Administrators and Visual Data
Builder Administrators groups.
More
Information
See your
operating system
documentation.
SAS
Management
Console: Guide
to Users and
Permissions
Create sample data
for use later in the
validation.
In SAS Management Console, define a library and SAS Intelligence
register a table.
Platform: Data
Administration
(You can use Sashelp: !SASROOT/sashelp.)
Guide
Validate that the
home page is running
and valid logins are
accepted.
Log on to the home page as saslasradm.
(http://VA-host.example.com/
SASVisualAnalyticsHub)
SAS Visual
Analytics: User's
Guide
Step 7: Validate Your SAS Visual Analytics Deployment
Purpose
Actions
Demonstrate that
SAS Visual Analytics
Administrator is
functional and able to
communicate with the
SAS LASR Analytic
Server.
On the home page, click Administrator. Then, do
the following:
Demonstrate that
SAS Visual Data
Builder is functional.*
Demonstrate that
SAS Visual Analytics
Explorer is
functional.**
Demonstrate that
SAS Visual Analytics
Viewer is functional.
Demonstrate that
SAS Visual Analytics
Designer is
functional.
1
Start a SAS LASR Analytic Server.
2
Add a SAS table directly to SAS LASR
Analytic Server.
On the home page, click Create Data Query.
Then, do the following:
1
Create a data query.
2
Click Home in the banner to return to the
home page.
On the home page, click Create Exploration.
Then, do the following:
1
Create an exploration.
2
Click Home in the banner to return to the
home page.
On the home page, click Create Report. Then, do
the following:
1
Create a report.
2
Click Home in the banner to return to the
home page.
On the home page, click on a report.
Use the object inspector on the home page to
view details about the report, and then click View.
113
More
Information
SAS Visual
Analytics:
Administration
Guide
SAS Visual
Analytics: User's
Guide
SAS Visual
Analytics: User's
Guide
SAS Visual
Analytics: User's
Guide
SAS Visual
Analytics: User's
Guide
114
Chapter 1 / Deploying SAS Visual Analytics (Non-distributed LASR)
Purpose
Actions
Demonstrate that
SAS Mobile BI is
operable.
Deploy SAS Mobile BI.
View a SAS Visual Analytics report on a mobile
device.
More
Information
SAS Visual
Analytics: User's
Guide
*
SAS Visual Data Builder requires that an identity be a member of the Visual Data Builder
Administrators group. Members of the Visual Analytics Data Administrators group do not have access
to SAS Visual Data Builder.
**
Some SAS orders do not contain the SAS Visual Analytics Explorer.
Now that you have verified your deployment, you are ready to begin using SAS Visual
Analytics.
For information about how to use SAS Visual Analytics, see SAS Visual Analytics:
User's Guide, available at http://support.sas.com/documentation/cdl/en/vaug/
67500/PDF/default/vaug.pdf.
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement