10 11 CHAPTER 3 About the Main Windows and Wizards Overview of the Main Windows 12 About the Desktop 13 Overview of the Desktop 13 Metadata Profile Name 13 Menu Bar 14 Toolbar 14 Shortcut Bar 14 Tree View 14 Default SAS Application Server 15 User ID and Identity 15 Metadata Server and Port 15 Job Status Icon 15 Expression Builder Window 16 Job Properties Window 17 Open a Metadata Profile Window 17 Options Window 19 Process Designer Window 20 Process Editor Tab 21 Source Editor Tab 21 Log Tab 22 Output Tab 22 Process Library 23 Java Transformations and Generated Transformations 24 Additional Information About the Process Library Transformations 25 Source Editor Window 25 Table or External File Properties Window 26 Transformation Properties Window 27 View Data Window 27 Overview of the Main Wizards 29 New Job Wizard 32 Transformation Generator Wizard 34 12 Overview of the Main Windows Chapter 3 Overview of the Main Windows The following table lists the main windows and components in SAS Data Integration Studio. Each component is briefly described in the sections that follow. Table 3.1 SAS Data Integration Studio Interface Window Description “About the Desktop” on page 13 Use to begin working with the metadata repositories that are specified in the current metadata profile. “Expression Builder Window” on page 16 Use to create SAS expressions that aggregate columns, perform conditional processing, and perform other tasks. “Job Properties Window” on page 17 Enables you to view or update the basic metadata for a job (metadata other than its process flow diagram). “Open a Metadata Profile Window” on page 17 Use to open or maintain a metadata profile, which connects to a metadata server. “Options Window” on page 19 Use to specify options for SAS Data Integration Studio. “Process Designer Window” on page 20 Use to create process flow diagrams, to generate and submit code for jobs, and to perform related tasks. “Process Library” on page 23 Use to drag and drop transformations into a process flow. “Source Editor Window” on page 25 Use to edit SAS code. “Table or External File Properties Window” on page 26 Enables you to view or update the metadata for a table. “Transformation Properties Window” on page 27 Enables you to view or update the metadata for a transformation in the process flow diagram for a job. “View Data Window” on page 27 Enables you to display data in a SAS table or view, in an external file, or in a DBMS table or view that is part of a SAS library for DBMS data stores. About the Main Windows and Wizards Metadata Profile Name 13 About the Desktop Overview of the Desktop After you open a metadata profile, the SAS Data Integration Studio desktop displays. Display 3.1 SAS Data Integration Studio Desktop 109 5 1 876 4 3 2 The desktop consists of the following main parts: 1 Metadata profile name 2 Menu bar 3 Toolbar 4 Shortcut bar 5 Tree view 6 Tree tabs 7 Default SAS application server 8 User ID and identity 9 Metadata server and port 10 Job status icon Metadata Profile Name The title bar in this window shows the name of the metadata profile that is currently in use. A metadata profile is a client-side definition of where the metadata server is located. This definition includes a machine name, a port number, and one or more metadata repositories. In addition, the metadata profile can contain a user’s login 14 Menu Bar Chapter 3 information and instructions for connecting to the metadata server automatically. Two parts—the user ID and identity, and the metadata server and port—are derived from the current metadata profile. For more information about metadata profiles, see “Creating a Metadata Profile (for Administrators)” on page 58 and “Creating a Metadata Profile (for Users)” on page 94. Menu Bar Use the menu bar to access the drop-down menus. The list of active options varies according to the current work area and the kind of object that you select. Inactive menu options are disabled or hidden. Toolbar The toolbar contains shortcuts for items on the menu bar. The list of active options varies according to the current work area and the kind of object that you select. Inactive menu options are disabled or hidden. Shortcut Bar The shortcut bar displays a pane of task icons on the left side of the SAS Data Integration Studio desktop. To display it, select View Shortcut Bar from the menu bar. Each icon displays a commonly used window, wizard, or a selection window for wizards. Tree View The tree view displays several different hierarchical lists or trees. Use the tabs at the bottom of this pane, such as Inventory and Custom, to display different trees. The following trees are the ones that you will use most of the time. The Inventory tree displays the objects in the default metadata repository, as well as the objects from any repositories on which the default repository depends. The Inventory tree organizes metadata objects into a set of default groups, such as Tables for all table metadata in a repository, and Cubes for all cube metadata in a repository. Like the Inventory tree, the Custom tree displays the objects in the default metadata repository, as well as the objects from any repositories on which the default repository depends. Unlike the Inventory tree, the Custom tree enables you to create user-defined groups (folders and subfolders) that you can use to organize metadata objects in a way that is convenient for your site. Use the Custom tree to keep similar kinds of metadata together. For example, you can create a user-defined group named Sales that contains the metadata for tables that contain sales information. The Project tree becomes active when you open a metadata profile in which the default repository is a project repository. Use the Project tree to perform these tasks: use change management features to display objects that have been checked out from a change-managed repository display objects that have been fetched from a change-managed repository display objects that have been created in the Project repository and have not been checked in . metadata profile, the SAS Data Integration Studio desktop displays. Display 3. 1 SAS Data Integration Studio Desktop 109 5 1 876 4 3 2 The desktop consists of the following main parts: 1 Metadata. in SAS Data Integration Studio. Each component is briefly described in the sections that follow. Table 3. 1 SAS Data Integration Studio Interface Window Description “About the Desktop” on page 13. display data in a SAS table or view, in an external file, or in a DBMS table or view that is part of a SAS library for DBMS data stores. About the Main Windows and Wizards Metadata Profile Name 13 About