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SAS Data Integration Studio 3.3- P6 potx

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  • Table of Contents

    • Contents

  • Introduction

  • Using This Manual

    • Purpose of This Manual

    • Intended Audience for This Manual

    • Quick Start with SAS Data Integration Studio

    • SAS Data Integration Studio Online Help

  • Introduction to SAS Data Integration Studio

    • The SAS Intelligence Platform

      • About the Platform Tiers

    • What Is SAS Data Integration Studio?

    • Important Concepts

      • Process Flows and Jobs

      • How Jobs Are Executed

      • Identifying the Server That Executes a Job

      • Intermediate Files for Jobs

    • Features of SAS Data Integration Studio

      • Main Software Features

  • About the Main Windows and Wizards

    • Overview of the Main Windows

    • About the Desktop

      • Overview of the Desktop

      • Metadata Profile Name

      • Menu Bar

      • Toolbar

      • Shortcut Bar

      • Tree View

      • Default SAS Application Server

      • User ID and Identity

      • Metadata Server and Port

      • Job Status Icon

    • Expression Builder Window

    • Job Properties Window

    • Open a Metadata Profile Window

    • Options Window

    • Process Designer Window

      • Process Editor Tab

      • Source Editor Tab

      • Log Tab

      • Output Tab

    • Process Library

      • Java Transformations and Generated Transformations

      • Additional Information About the Process Library Transformations

    • Source Editor Window

    • Table or External File Properties Window

    • Transformation Properties Window

    • View Data Window

    • Overview of the Main Wizards

    • New Job Wizard

    • Transformation Generator Wizard

  • Planning, Installation, and Setup

  • Designing a Data Warehouse

    • Overview of Warehouse Design

    • Data Warehousing with SAS Data Integration Studio

      • Developing an Enterprise Model

      • Step 1: Extract and Denormalize Source Data

      • Step 2: Cleanse, Validate, and Load Data

      • Step 3: Create Data Marts or Dimensional Data

    • Planning a Data Warehouse

    • Planning Security for a Data Warehouse

  • Example Data Warehouse

    • Overview of Orion Star Sports & Outdoors

    • Asking the Right Questions

      • Possible High-Level Questions

    • Which Salesperson Is Making the Most Sales?

      • Identifying Relevant Information

      • Identifying Sources

      • Identifying Targets

      • Creating the Report

    • What Are the Time and Place Dependencies of Product Sales?

      • Identifying Relevant Information

      • Identifying Sources

      • Identifying Targets

      • Building the Cube

    • The Next Step

  • Main Tasks for Administrators

    • Main Tasks for Installation and Setup

      • Overview of Installation and Setup

      • Installing Software

      • Creating Metadata Repositories

      • Registering Servers

      • Registering User Identities

      • Creating a Metadata Profile (for Administrators)

      • Registering Libraries

      • Supporting Multi-Tier (N-Tier) Environments

    • Deploying a Job for Scheduling

      • Preparation

      • Deploy a Job for Scheduling

      • Additional Information About Job Scheduling

    • Deploying a Job for Execution on a Remote Host

      • Preparation

      • Task Summary

    • Converting Jobs into Stored Processes

      • About Stored Processes

      • Prerequisites for Stored Processes

      • Preparation

      • Generate a Stored Process for a Job

      • Additional Information About Stored Processes

    • Metadata Administration

    • Supporting HTTP or FTP Access to External Files

    • Supporting SAS Data Quality

    • Supporting Metadata Import and Export

    • Supporting Case and Special Characters in Table and Column Names

      • Overview of Case and Special Characters

      • Case and Special Characters in SAS Table and Column Names

      • Case and Special Characters in DBMS Table and Column Names

      • Setting Default Name Options for Tables and Columns

    • Maintaining Generated Transformations

      • Overview of Generated Transformations

      • Example: Creating a Generated Transformation

      • Using a Generated Transformation in a Job

      • Importing and Exporting Generated Transformations

      • Additional Information About Generated Transformations

    • Additional Information About Administrative Tasks

  • Creating Process Flows

  • Main Tasks for Users

    • Preliminary Tasks for Users

      • Overview

      • Starting SAS Data Integration Studio

      • Creating a Metadata Profile (for Users)

      • Opening a Metadata Profile

      • Selecting a Default SAS Application Server

    • Main Tasks for Creating Process Flows

    • Registering Sources and Targets

      • Overview

      • Registering DBMS Tables with Keys

    • Importing and Exporting Metadata

      • Introduction

      • Importing Metadata with Change Analysis

      • Additional Information

    • Working With Jobs

      • Creating, Running, and Verifying Jobs

      • Customizing or Replacing Code Generated for Jobs

      • Deploying a Job for Scheduling

      • Enabling Parallel Execution of Process Flows

      • Generating a Stored Process for a Job

      • Improving the Performance of Jobs

      • Maintaining Iterative Jobs

      • Monitoring the Status of Jobs

      • Using the New Job Wizard

    • Working With SAS Data Quality Software

      • Create Match Code and Apply Lookup Standardization Transformations

      • SAS Data Quality Functions in the Expression Builder Window

      • Data Validation Transformation

    • Updating Metadata

      • Updating Metadata for Jobs

      • Updating Metadata for Tables or External Files

      • Updating Metadata for Transformations

      • Setting Name Options for Individual Tables

    • Viewing Data in Tables, External Files, or Temporary Output Tables

      • Overview

      • View Data for a Table or External File in a Tree View

      • View Data for a Table or External File in a Process Flow

      • View Data in a Transformation’s Temporary Output Table

    • Viewing Metadata

      • Viewing Metadata for Jobs

      • Viewing Metadata for Tables and External Files

      • Viewing Metadata for Transformations

    • Working with Change Management

      • About Change Management

      • Adding New Metadata

      • Checking Out Existing Metadata

      • Checking In Metadata

      • Additional Information About Change Management

    • Working with Impact Analysis and Reverse Impact Analysis (Data Lineage)

    • Working with OLAP Cubes

      • Overview of OLAP Cubes

      • OLAP Capabilities in SAS Data Integration Studio

      • Prerequisites for Cubes

      • Additional Information About Cubes

    • Additional Information About User Tasks

  • Registering Data Sources

    • Sources: Inputs to SAS Data Integration Studio Jobs

    • Example: Using a Source Designer to Register SAS Tables

      • Preparation

      • Start SAS Data Integration Studio and Open the Appropriate Metadata Profile

      • Select the SAS Source Designer

      • Select the Library That Contains the Tables

      • Select the Tables

      • Specify a Custom Tree Group

      • Save the Metadata for the Tables

      • Check In the Metadata

    • Example: Using a Source Designer to Register an External File

      • Preparation

      • Start SAS Data Integration Studio and Open the Appropriate Metadata Profile

      • Select an External File Source Designer

      • Specify Location of the External File

      • Set Delimiters and Parameters

      • Define the Columns for the External File Metadata

      • View the External File Metadata

      • View the Data in the External File

      • Check In the Metadata

    • Next Tasks

  • Registering Data Targets

    • Targets: Outputs of SAS Data Integration Studio Jobs

    • Example: Using the Target Table Designer to Register SAS Tables

      • Preparation

      • Start SAS Data Integration Studio and Open a Metadata Profile

      • Select the Target Table Designer

      • Enter a Name and Description

      • Select Column Metadata from Existing Tables

      • Specify Column Metadata for the New Table

      • Specify Physical Storage Information for the New Table

      • Specify a Custom Tree Group for the Current Metadata

      • Save Metadata for the Table

      • Check In the Metadata

    • Next Tasks

  • Example Process Flows

    • Using Jobs to Create Process Flows

    • Example: Creating a Job That Joins Two Tables and Generates a Report

      • Preparation

      • Check Out Existing Metadata That Must Be Updated

      • Create the New Job and Specify the Main Process Flow

      • (Optional) Reduce the Amount of Data Processed by the Job

      • Configure the SQL Join Transformation

      • Update the Metadata for the Total Sales By Employee Table

      • Configure the Loader Transformation

      • Run the Job and Check the Log

      • Verify the Contents of the Total_Sales_By_Employee Table

      • Add the Publish to Archive Transformation to the Process Flow

      • Configure the Publish to Archive Transformation

      • Run the Job and Check the Log

      • Check the HTML Report

      • Check In the Metadata

    • Example: Creating a Data Validation Job

      • Preparation

      • Create and Populate the New Job

      • Configure the Data Validation Transformation

      • Run the Job and Check the Log

      • Verify Job Outputs

    • Example: Using a Generated Transformation in a Job

      • Preparation

      • Create and Populate the New Job

      • Configure the PrintHittingStatistics Transformation

      • Run the Job and Check the Log

      • Verify Job Outputs

      • Check In the Metadata

  • Optimizing Process Flows

    • Building Efficient Process Flows

      • Introduction to Building Efficient Process Flows

      • Choosing Between Views or Physical Tables

      • Cleansing and Validating Data

      • Managing Columns

      • Managing Disk Space Use for Intermediate Files

      • Minimizing Remote Data Access

      • Setting Options for Table Loads

      • Using Transformations for Star Schemas and Lookups

      • Using Surrogate Keys

      • Working from Simple to Complex

    • Analyzing Process Flow Performance

      • Introduction to Analyzing Process Flow Performance

      • Simple Debugging Techniques

      • Setting SAS Options for Jobs and Transformations

      • Using SAS Logs to Analyze Process Flows

      • Using Status Codes to Analyze Process Flows

      • Adding Debugging Code to a Process Flow

      • Analyzing Transformation Output Tables

  • Using Slowly Changing Dimensions

    • About Slowly Changing Dimensions

      • SCD Concepts

      • Type 2 SCD Dimensional Model

    • SCD and SAS Data Integration Studio

      • Transformations That Support SCD

      • About the SCD Type 2 Loader Transformation

    • Example: Using Slowly Changing Dimensions

      • Preparation

      • Check Out Existing Metadata That Must Be Updated

      • Create and Populate the Job

      • Add SCD Columns to the Dimension Table

      • Specify the Primary Key for the Dimension Table

      • Specify the Business Key for the SCD Loader

      • Specify the Generated Key for the SCD Loader

      • Set Up Change Tracking in the SCD Loader

      • Set Up Change Detection in the SCD Loader

      • Run the Job and View the Results

      • Check In the Metadata

  • Appendixes

  • Standard Transformations in the Process Library

    • About the Process Library

      • Overview of the Process Library

      • Access Folder

      • Analysis Folder

      • Control Folder

      • Data Transforms Folder

      • Output Folder

      • Publish Folder

    • Additional Information About Process Library Transformations

  • Customizing or Replacing Generated Code in SAS Data Integration Studio

    • Methods of Customizing or Replacing Generated Code

    • Modifying Configuration Files or SAS Start Commands

    • Specifying Options in the Code Generation Tab

    • Adding SAS Code to the Pre and Post Processing Tab

    • Specifying Options for Transformations

    • Replacing the Generated Code for a Transformation with User-Written Code

    • Adding a User-Written Code Transformation to the Process Flow for a Job

    • Adding a Generated Transformation to the Process Library

  • Recommended Reading

    • Recommended Reading

  • Glossary

  • Index

Nội dung

20 Process Designer Window Chapter 3 The following steps describe one way to view or update the options in the Options window: 1 From the SAS Data Integration Studio desktop, select Tools Options to display the Options window. 2 Select the tab that contains the options that you want to view or update. Process Designer Window Use the Process Designer window to perform these tasks: Maintain the process flow diagram for the selected job. View or update the metadata for sources, targets, and transformations within the selected job. View or update the code that is generated for the entire selected job or for a transformation within that job. View a log that indicates whether code was successfully generated for the selected job or for one of its transformations (and was successfully executed, if the code was submitted for execution). View any output that the selected job or one of its transformations sends to the SAS output window. The following display shows a typical view of this window. Display 3.6 Process Designer Window In the previous display, the Process Designer window contains the process flow diagram for the Sort Staff job that is described in “Process Flows and Jobs” on page 6. Note that the Process Editor tab is shown by default. You might need to use the Options About the Main Windows and Wizards Source Editor Tab 21 window to display the other tabs in the Process Designer window or to specify options for these tabs. For details, see “Options Window” on page 19. The following steps describe one way to open an existing job in the Process Designer window: 1 From the SAS Data Integration Studio desktop, display the Inventory tree. 2 In the Inventory tree, expand the Jobs group. 3 Select the desired job, then select View View Job from the menu bar. The process flow diagram for the job displays in the Process Editor tab in the Process Designer window. If the diagram is too large to view in the Process Editor tab, select View Overview from the menu bar. A small image of the complete process flow diagram displays in the Overview window. To change the size or the orientation of the process flow diagram, select Process Zoom or Process Layout from the menu bar. The tabs in the Process Designer window are described in the following sections. To display the online Help for each tab, select the tab and press the F1 key. Process Editor Tab Use the Process Editor tab to add and maintain a process flow diagram for the selected job. For a summary of how you can use the Process Editor to create a process flow diagram for a job, see “Main Tasks for Creating Process Flows” on page 96. Source Editor Tab Use the Source Editor tab to view or modify SAS code for the selected job. For example, if the Sort Staff job was displayed on the Process Editor tab, and you selected the Source Editor tab, code for the entire job would be generated and displayed. The following display shows some of the code that would be generated for the Sort Staff job. 22 Log Tab Chapter 3 Display 3.7 Source Editor Tab Log Tab Use the Log tab to view the SAS log that is returned from the code that was submitted for execution. The Log tab can help you identify the cause of problems with the selected job or transformation. For a summary of how you can use the Log tab, see “Check the Log” on page 101. See also “Using SAS Logs to Analyze Process Flows” on page 189. Output Tab Use the Output tab to view any printed output from a SAS program. For example, SAS Data Integration Studio jobs that produce reports can specify that the reports are sent to the Output tab. For an example of a job that sends output to the Output tab, see “Example: Using a Generated Transformation in a Job” on page 174. About the Main Windows and Wizards Process Library 23 Process Library The Process Library tree is one of the tabs in the tree view on the SAS Data Integration Studio desktop. If you select this tab, it displays a collection of transformation templates. As shown in the following display, the templates are organized into folders, such as Access, Analysis, Data Transforms , and Publish. Display 3.8 Process Library Tree 24 Java Transformations and Generated Transformations Chapter 3 A transformation template is a process flow diagram that includes drop zones for metadata that the user must supply to make the transformation complete. A template typically consists of a transformation object and one or more drop zones for sources, targets, or both, as shown in the following display. Display 3.9 SAS Sort Transformation Template There are several kinds of drop zones: Dashed line boxes. Before a template is populated with the minimum sources and targets, drop zones are indicated by dashed line boxes, as shown in the previous display. Lines between objects in a process flow diagram. After a template is populated with the minimum sources and targets, drop zones are indicated by lines between objects in the process flow diagram, as shown in Display 3.6 on page 20. Transformation objects themselves. Transformations that can take multiple inputs or outputs have drop zones on the transformation itself. The SAS Sort template that is shown in the previous display could be used to create the diagram that is shown in Display 3.6 on page 20. For a summary of how you can use the Process Editor and the Process Library tree to create a process flow diagram for a job, see “Creating, Running, and Verifying Jobs” on page 99. Java Transformations and Generated Transformations The Process Library tree contains two different kinds of transformations: Java plug-in transformations and generated transformations (formerly called SAS code transformations). Java plug-in transformations are created with the Java programming language. Examples include most of the default transformations in the Analysis folder, such as SAS Sort and SAS Splitter. Generated transformations are created with the Transformation Generator wizard. Examples include the default transformations in the Output folder and the Publish folder. With the exception of the User-Written Code transformation, which is a Java . See also “Using SAS Logs to Analyze Process Flows” on page 189. Output Tab Use the Output tab to view any printed output from a SAS program. For example, SAS Data Integration Studio jobs that. the Process Designer window: 1 From the SAS Data Integration Studio desktop, display the Inventory tree. 2 In the Inventory tree, expand the Jobs group. 3 Select the desired job, then select View View. 20 Process Designer Window Chapter 3 The following steps describe one way to view or update the options in the Options window: 1 From the SAS Data Integration Studio desktop, select Tools Options

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