SAS® Visual Analytics 7.3 for SAS® Cloud: Quick-Start Guide Introduction

SAS® Visual Analytics 7.3 for SAS® Cloud: Quick-Start Guide Introduction
SAS® Visual Analytics 7.3
for SAS® Cloud: Quick-Start
Guide
Introduction
This quick-start guide covers tasks that account administrators need to perform to set up SAS Visual Statistics
and SAS Visual Analytics for SAS Cloud. The tasks include adding users, preparing and loading data, and
configuring SAS Mobile BI. Information about where to go for additional documentation and training is also
provided.
Note: SAS Visual Statistics includes all of the features of SAS Visual Analytics, plus additional statistical
features such as linear regression. The setup tasks are the same for both offerings. For more details, see About
SAS Visual Statistics for SAS Cloud on page 16.
Step 1: Log On to the SAS Cloud and SAS App
Central
After your SAS environment has been prepared, the account administrator receives an email message from
SAS with the title “Welcome to the SAS Cloud! Your account is ready.” The next step is to obtain a SAS Profile
and log on to the SAS Cloud.
1 Use your browser to navigate to
http://cloud.sas.com.
2
2 The SAS Login page is displayed. In the left panel,
enter your SAS Profile credentials, and click Login.
If you do not yet have a SAS Profile, you can create
one by clicking Create in the right panel.
Note: The email address that you use to log on
must match the email address where you received
the welcome message.
3 The SAS App Central home page is displayed.
Using SAS App Central, you can perform account administration functions, including adding users, assigning
users to roles and to environments, and managing email templates.
From the Applications section of the home page, you can access the following applications:
n SAS Management Console, which is used for administrative tasks such as organizing SAS content and
granting permissions to SAS content. A copy of the executable that is especially designed for use with the
SAS Cloud is downloaded to your desktop.
n SAS vApp Ledger, which provides a virtual machine-level view of your environment. As a best practice, use
SAS vApp Ledger only when you are requested to do so by SAS Technical Support.
n SAS vApp Data Manager, which enables you to upload data to your secure storage area on the SAS Cloud.
n SAS Visual Analytics Hub, which provides access to the features of SAS Visual Analytics and SAS Visual
Statistics, depending on your license.
Step 2: Add Users
You might need to add users so that they can also access the software in your SAS Cloud environment.
Complete these steps in SAS App Central:
3
1 On the Users tab, click Add Users.
2 In the Add Users window:
n Enter email addresses for up to five users.
n Select the Send invitations check box if you
want invitation emails to be sent immediately.
The emails have the subject line “Welcome to
the SAS Cloud” and provide instructions for
logging on.
n Click Add.
Repeat these steps until you have added all of your users.
Note: If you have a large number of users, you might want to upload the information in a comma-separated
values (CSV) file.
For more details, including upload instructions, see “Managing Users” in SAS Cloud: Account Administrator's
Guide.
Step 3: Assign Users to Environments and Roles
Assign each user to a SAS Cloud environment and to the appropriate role in the environment. The number of
users that you can assign depends on the service level for which you are licensed. Roles determine what each
user can do within an environment. To assign users:
1 On the Users tab, click the user’s email address.
4
2 In the Roles section of the user’s information page,
click Edit.
3 In the Edit Roles window, select or clear the
appropriate check boxes to specify one or more
roles for the user:
n SAS user can access SAS Visual Analytics as a
regular user. All users are assigned to this role
by default.
n SAS administrator can access SAS Visual
Analytics as an administrator to perform tasks
such as loading data to the SAS LASR Analytic
Server. This role can also perform
administrative functions in SAS vApp Ledger
and SAS Management Console.
n Data administrator can use SAS vApp Data
Manager to upload data to your account’s
storage area on the SAS Cloud.
n Account administrator can manage users and
environments for the SAS Cloud account.
Click OK.
4 In the Environments section of the user’s
information page, click Edit.
5 In the Edit Environments window, select or clear the
appropriate check boxes to specify environments
for the user.
Click OK.
Note: Instead of assigning users to environments
individually, you can use the Environments tab to
assign multiple users to a particular environment.
5
Repeat these steps for each user.
Step 4: Upload and Import Data
All reporting and data exploration in SAS Visual Statistics and SAS Visual Analytics is performed against data
that is in memory on a SAS LASR Analytic Server. Use the following procedures to load data to the SAS LASR
Analytic Server in your SAS Cloud environment. For more information, see Obtain the Host Name for Your
Connection on page 11.
Prepare Your Data
Any valid SAS data set that is compatible with UTF-8 encoding should readily load into the SAS LASR Analytic
server. Make sure that your data sets meet the requirements specified in this table.
File Type
Microsoft Excel
spreadsheets and
delimited text files
Requirements
n The uploaded file must have a valid SAS filename.
n If you select the first row (line) of the file to provide column names during the data
loading process, the first row must contain valid SAS column names.
n Use encoding that is UTF-8 compatible.
n The following requirements apply to CSV files:
SAS data sets
o
Columns (data items) must be separated by a comma.
o
If two commas are used consecutively, a blank data item is assumed.
o
Commas can be included within a field if the field is enclosed in double quotation
marks.
The rules for valid SAS column names and filenames are as follows:
n Names can be up to 32 characters in length.
n The first character must begin with an English letter or an underscore. Subsequent
characters can be English letters, numeric digits, or underscores.
n A name cannot contain blanks.
n A name cannot contain any special characters other than the underscore.
Select a Data Loading Method
Use this table to determine which data loading method to use.
6
Method
Description
Local import
The local import method enables you to quickly upload Microsoft Excel spreadsheets,
delimited text files, or SAS data set sets of up to 4 GB from your desktop to the SAS
LASR Analytic Server. (A 4 GB file can contain up to approximately 2 million records of
data, with 12 to 15 columns each.) The following guidelines apply:
n The size of files that you can upload might be limited by your browser version. A 64-
bit browser is recommended for larger files within the 4 GB limit.
n When you import a spreadsheet or a delimited text file, a corresponding SAS data
set is created.
n By default, the imported data sets are written to your My Folder location on the
SAS LASR Analytic Server. During the import, you can choose a different location.
n Locally imported data sets are also copied to the PublicDataProvider directory
in your SAS Cloud storage area. You can view this directory by using SAS vApp
Data Manager.
n If the SAS LASR Analytic Server is stopped and restarted, the reload-on-start feature
reloads data sets from the PublicDataProvider directory to the SAS LASR
Analytic server.
Note: If you delete a locally imported file from the SAS LASR Analytic Server, be
sure to also delete the file from the PublicDataProvider directory by using
SAS vApp Data Manager. Doing so prevents unwanted reloads.
To use the local import method, follow the instructions in Import Local Data to SAS
LASR Analytic Server on page 7.
Autoload from SAS
Cloud storage area
The autoload feature automatically loads data from your SAS Cloud storage area to the
SAS LASR Analytic Server. The following guidelines apply:
n This method is recommended for data sets larger than 4 GB.
n You must first upload the data to the public (auto loaded) directory in your
SAS Cloud storage area. The data must be loaded to that directory, not to a
subdirectory. Autoload scans the contents of the public (auto loaded)
directory every five minutes and performs the following tasks:
o
loads any data that is not already in memory. The data is written to Shared
Data/SAS Visual Analytics/Public/LASR. For each delimited file and
spreadsheet, a corresponding SAS data set is created.
o
refreshes in-memory data with any data sets that are newer than their
corresponding in-memory tables.
o
unloads from memory any data sets that are in the public (auto loaded)/
unload subdirectory.
o
appends data that is in the public (auto loaded)/Append subdirectory if
the data is newer than the corresponding in-memory tables.
n Depending on the file size, the data should be available to your software within five
minutes.
n If the SAS LASR Analytic Server is restarted, data from the public (auto
loaded) directory is automatically reloaded to the server.
To use the autoload method, follow the instructions in Upload Data to the SAS Cloud for
Autoload on page 8.
7
Method
Description
Manual import from
SAS Cloud storage
area
You can upload data to SAS Cloud storage and then manually import it by using SAS
Visual Analytics. With this method, you can import data from custom directories that you
create in SAS Cloud storage. In addition, you can load data to private folders (for
example, My Folder) on the SAS LASR Analytic Server instead of to the shared
location.
Note: You can use this method only with SAS data sets.
To use this method, follow the instructions in Manually Import Data from Your Cloud
Storage Area on page 9 .
Social Media
You can import data from Facebook, Twitter, and Google Analytics. For details, see the
topic about importing data from other sources in SAS Visual Analytics User’s Guide.
Import Local Data to SAS LASR Analytic Server
Follow these steps to quickly upload Microsoft Excel spreadsheets, delimited text files, or SAS data sets of up to
4 GB from your desktop to the SAS LASR Analytic Server.
1 In the My Applications section of the SAS App
Central home page, click SAS Visual Analytics
Hub.
2 On the SAS Visual Analytics home page, click Data
Preparation.
3 On the Prepare Data page, select File ð Import
Data.
8
4 In the Local section of the Import Data window,
select the type of file you are importing.
5 In the next window (which is Import Text File,
Import Microsoft Excel File, or Import SAS Data
Set), specify any required delimiter, row, or
encoding information. This example shows the
Import Text File window.
By default, data is imported to your private My
Folder location. If you want the data to be
accessible by other users, click Advanced and
specify a location within the Shared Data folder.
Click OK to complete the import.
For more information, see the topic about importing local data files in SAS Visual Analytics User’s Guide.
Upload Data to the SAS Cloud for Autoload
Follow these steps to upload data to the public (auto loaded) directory in your SAS Cloud storage area.
The autoload process then automatically loads the data to the SAS LASR Analytic Server.
9
1 In the My Applications section of the SAS App
Central home page, click SAS vApp Data
Manager.
Note: To get the best experience when you use
SAS vApp Data Manager, use Google Chrome,
Mozilla Firefox, or Microsoft Internet Explorer 10 or
later.
Note: Customers in the United States can also use
SFTP to perform the upload. For details, see SAS
Cloud: Account Administrator’s Guide.
2 In the left pane of SAS vApp Data Manager,
navigate to the public (auto loaded)
directory.
Click the Upload icon
pane.
at the top of the right
Note: You can click New to create a new
subdirectory within public (auto loaded) to
store your data. However, the autoload feature
does not load data from subdirectories that you
create.
3 In the Windows File Manager, navigate to the files that you want to upload. Select the files, and click Open.
4 The files are uploaded to the SAS Cloud. The
filenames and sizes are displayed in the right pane.
You can manage these files by using the Download
and Delete
icons.
5 Within approximately five minutes (depending on the size of your data), the autoload process loads the data
sets to the following location on the SAS LASR Analytic Server: Shared Data/SAS Visual Analytics/
Public/LASR. You can then use the data in SAS Visual Statistics and SAS Visual Analytics.
Manually Import Data from Your Cloud Storage Area
You can upload data to SAS Cloud storage and then manually import it using SAS Visual Analytics. With this
method, you can import data from custom directories that you create in SAS Cloud storage. In addition, you can
load data to private folders (for example, My Folder) on the SAS LASR Analytic Server instead of to the
shared location. Follow these steps.
Note: You can use this method only with SAS data sets.
10
1 Upload the SAS data sets to the SAS Cloud by completing the steps in Upload Data to the SAS Cloud for
Autoload on page 8..You can load them to public (auto loaded) or to a subdirectory that you create
within that directory.
2 Begin the import process by completing steps 1 through 3 in Import Local Data to SAS LASR Analytic Server
on page 7.
In the Import Data window, click SAS Data Set under the Server heading.
3 In the Import SAS Data Set on a Server window,
navigate to the following path: vapp/mnt/data/
public.
Select your data, and click OK.
4 In the Import SAS SAS Data Set on a Server window, click Advanced if you want to specify a location other
than your private My Folder. For example, you might want to specify a location within the Shared Data
folder.
Click OK to complete the import.
A Note About Data Storage in the SAS Cloud
All of the data loading methods make use of a secured data storage area on the SAS Cloud that belongs
exclusively to your account. If you have more than one SAS environment, each environment has its own
separate storage area. An environment’s data can be accessed only by users that your account administrator
has added to that environment. The type of access depends on the user’s role assignment:
n Users in the data administrator role can upload data to and download data from the environment’s SAS
Cloud storage area.
n Users in the SAS administrator role can use SAS Visual Analytics to import data from the environment’s SAS
Cloud storage area to the environment’s SAS LASR Analytic Server.
n Users in the SAS user role can use SAS Visual Analytics to access and analyze data that has been auto
loaded or imported to the SAS LASR Analytic Server. Access can be restricted through the use of private
folders or folder permissions on the server.
11
Using the Sample Data
The PublicDataProvider folder in your SAS Cloud storage area initially includes several sample data sets.
These data sets are on your environment’s SAS LASR Analytic server in the location Shared Data/SAS
Visual Analytics/Public/LASR. You can use this data to try out the features of SAS Visual Statistics and
SAS Visual Analytics.
If the SAS LASR Analytic Server is stopped and restarted, the reload-on-start feature reloads the sample data
sets. If you no longer need these data sets and you delete them from the SAS LASR Analytic Server, be sure to
also delete them from the PublicDataProvider folder using SAS vApp Data Manager. Doing so prevents
unwanted reloads.
Step 5: Set Up Mobile Access
About SAS Mobile BI
The SAS Mobile BI app enables you to view SAS Visual Statistics and SAS Visual Analytics reports on mobile
devices including Apple iPads, Apple iPhones, and Android-based tablets and smartphones. SAS Mobile BI is
available for download at no additional cost. Use the following procedures to set up the app to access reports
from your SAS Cloud environment.
Note: SAS Mobile BI is only for report viewing. You cannot use it to load additional data or to create or modify
reports.
Obtain the Host Name for Your Connection
When you set up SAS Mobile BI, you need to provide
the host name for your SAS Cloud environment. To
obtain the host name, open SAS vApp Data Manager
from the SAS App Central home page. In the browser’s
address bar, the host name appears directly after
https:// in the format sasv999999.apps99.sas.com.
Make a note of the host name for use in the setup
tasks.
Note: The host name will be different in your
environment.
Set Up SAS Mobile BI on an Apple iPad or iPhone
To set up SAS Mobile BI on an Apple iPad or iPhone to access reports from the SAS Cloud:
1 On your device, navigate to the Apple App Store. In the store, search for SAS Mobile BI. Follow the prompts
to download and install the app.
12
2 On your device’s home screen, tap the SAS BI icon
3 In the bar at the bottom of the app, tap the Settings
icon
.
4 In Settings, tap Add Connection.
5 In the Server field of the Add Connection window,
enter the host name for your SAS Cloud
environment. See Obtain the Host Name for Your
Connection on page 11.
In the Port field, enter 443.
Tap the Secure connection switch to activate a
secure (SSL) connection, and then tap Next.
6 When the Authentication prompts appear, enter the
same user ID and password that you use to log on
to the SAS Cloud. You can also edit the description.
Tap Next.
If the connection information is correct, a success
message is displayed. If the connection fails,
contact your site administrator or SAS Technical
Support for assistance.
7 To view reports, tap the Library icon
in the bar at
the bottom of the app.
8 In the library, tap a server connection. To view
sample reports, select the SAS Demo Server. To
view your reports, select your connection to the
SAS Cloud.
A list of available folders is displayed.
Tap a folder to view its contents. (By default,
reports that you create are saved to My Folder.)
.
13
Tap the report of interest.
9 When the report details are displayed, tap
Subscribe to add the report to your portfolio. The
download time depends on your connection speed
and the report size.
10 When the download is complete, a green
checkmark
appears next to the report.
Tap the report to view it. You can also select it from
the portfolio.
For more instructions, tap
in the banner of the app. Tutorial videos are available from within the Help and on
the web at support.sas.com/documentation/onlinedoc/mobile_bi.
Set Up SAS Mobile BI on Android-Based Tablets and
Smartphones
To set up SAS Mobile BI on an Android-based tablet or smartphone to access reports from the SAS Cloud:
1 On your device, navigate to Google Play. In the store, search for SAS Mobile BI. Follow the prompts to
download and install the app.
2 On your device, open Apps, and then locate and tap the SAS BI icon
3 Tap
to open the navigation drawer, and then tap
Settings.
.
14
4 Scroll to the Connections section of Settings, and
tap Add Connection.
5 In the Server field of the Add Connection window,
enter the host name for your SAS Cloud
environment. See Obtain the Host Name for Your
Connection on page 11. Tap Next
Enter 443 in the Port field, and then tap Next.
Tap the Secure connection switch to activate a
secure (SSL) connection, and then tap Next.
6 When the credential prompts appear, enter the same user ID and password that you use to log on to the SAS
Cloud. You can also edit the description.
Tap Next.
If the connection information is correct, a success message is displayed. If the connection fails, contact your
site administrator or SAS Technical Support for assistance.
7 To view reports, tap
to open the navigation drawer, and then tap Library.
8 In the library, tap a server connection. To view
sample reports, select the SAS Demo Server. To
view your reports, select your connection to the
SAS Cloud.
A list of available folders is displayed.
Tap a folder to view its contents. (By default,
reports that you create are saved to My Folder.)
Tap the report of interest.
15
9 When the report details are displayed, tap
Subscribe to add the report to your portfolio. The
download time depends on your connection speed
and the report size.
10 When the download is complete, a green
checkmark
appears next to the report.
Tap the report to view it. You can also select it from
the portfolio.
For more instructions, tap
to open the navigation drawer, and then tap Help. Tutorial videos are available
from within the Help, and on the web at support.sas.com/documentation/onlinedoc/mobile_bi.
Using SAS Visual Statistics and SAS Visual
Analytics for SAS Cloud
Use the following resources to get started with using your software.
SAS Customer Support Site
The following web pages on the SAS Customer Support site provide access to helpful information:
n SAS Cloud: http://support.sas.com/documentation/onlinedoc/cloudgen/
n SAS Visual Analytics: http://support.sas.com/software/products/va/. Click the following tabs for details:
Overview, Getting Started, Documentation, Training, Samples and Tips, and Conversations.
Note:
The following features that are described in the SAS Visual Analytics documentation are not included in the SAS
Cloud version of the software:
n key actions auditing
n agent-collected metrics (ACM)
n relationship reporting
16
Training
SAS Education offers the following courses for SAS Visual Analytics:
n a one-day Getting Started course, which is provided online via the SAS Live Web Classroom
n a four-day Fast Track course, which provides in-person comprehensive training, including a case study
For more information, go to http://support.sas.com/software/products/va/ and select Training, or send a
message to training@sas.com.
Technical Support
If you are unable to resolve a problem by using the resources that are listed here, contact SAS Technical
Support as described at http://support.sas.com/techsup/contact/. Customers in Europe should click find your
local office contact information on this page. Customers in North America can call 919-677-8008.
Express Services
SAS Technical Support will assist you in the preparation and loading of up to three data sets (up to 5 GB each)
as part of the base package. Contact SAS Technical Support for details.
Note: These services are not available if you are using the software on a trial basis.
About SAS Visual Statistics for SAS Cloud
SAS Visual Statistics for SAS Cloud includes all of the features of SAS Visual Analytics for SAS Cloud, plus the
following features. If you are licensed to use SAS Visual Statistics, then you can access these additional
features in the explorer interface of SAS Visual Analytics:
n an enhanced decision tree visualization, which includes interactive training and model assessment
information.
n a linear regression visualization, which creates predictive models for measure variables.
n a logistic regression visualization, which creates predictive models for category variables. A generalized
linear model visualization, which creates predictive models for measure variables.
n a cluster visualization, which segments the input data into clusters.
n model comparison, which compares two or more predictive models.
n interaction effects, which are used when the contribution of one variable to a model changes as another
variable changes.
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. Copyright © 2015, SAS
Institute Inc., Cary, NC, USA. All Rights Reserved.
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

advertising