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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

Registering Data Targets Specify Physical Storage Information for the New Table 145 Specify Physical Storage Information for the New Table Use the physical storage window to specify the format and location of the table that you are registering, as shown in the following display. Display 9.6 Physical Storage Window In this window you specify the database management system that is used to create the target, the library where the target is to be stored, and a valid name for the target. Follow these steps: 1 Because the target is a SAS data set, in the DBMS field, accept the default value of SAS. 2 In the Library field, use the selection arrow to select Report Table Lib. 3 In the Name field, enter a valid SAS name for the target. (For details about SAS names, see the SAS Data Integration Studio Help.) For this example, accept the default: Total_Sales_By_Employee. 4 When you are finished specifying physical storage information, click Next. The Custom tree group selection window displays. Usage Hints for the Physical Storage Window Remember the following as you use the physical storage window: The name that you specify in the Name field must follow the rules for table names in the format that you select in the DBMS field. For example, if SAS is the selected DBMS, the name must follow the rules for SAS data sets. If you select another DBMS, the name must follow the rules for tables in that DBMS. For a SAS table or a table in a database management system, you can enable the use of mixed-case names or special characters in names. See “Setting Name Options for Individual Tables” on page 109. You can specify new libraries or edit the metadata definitions of existing libraries using the New and Edit buttons. 146 Specify a Custom Tree Group for the Current Metadata Chapter 9 You can use the Table Option button to specify options for SAS tables and tables in a DBMS. Specify a Custom Tree Group for the Current Metadata Use the Select Group window to specify a Custom tree group for the table that you are registering. A Custom tree group is a folder that you can use to keep similar kinds of metadata together in the Custom tree on the SAS Data Integration Studio desktop. Display 9.7 Select Group Window For this example, assume that you do not want to specify a Custom tree group for the table. Select Foundation and click Next. The finish window displays. Registering Data Targets Check In the Metadata 147 Save Metadata for the Table Use the finish window to review the metadata that you entered. Display 9.8 Finish Window If the metadata is correct, click Finish. The metadata for the table is written to a current metadata repository. Note: The table does not yet exist on the file system. You have only specified the metadata that is used to create the table. At this point, you could add the metadata that you just created to a job, or you could check in the metadata. Check In the Metadata Follow these steps to check in the metadata for the target table: 1 In the Project tree, select the repository icon. 2 From the SAS Data Integration Studio menu bar, select Project Check In Repository. All objects in the project repository are checked into the change-managed repository. The new table is now ready to be used in a job, as described in “Example: Creating a Job That Joins Two Tables and Generates a Report” on page 150. 148 Next Tasks Chapter 9 Next Tasks After you have specified the metadata for one or more targets, you can specify metadata for the job that will read the appropriate sources and create the desired targets on a file system. 149 CHAPTER 10 Example Process Flows Using Jobs to Create Process Flows 149 Example: Creating a Job That Joins Two Tables and Generates a Report 150 Preparation 150 Check Out Existing Metadata That Must Be Updated 151 Create the New Job and Specify the Main Process Flow 151 (Optional) Reduce the Amount of Data Processed by the Job 153 Configure the SQL Join Transformation 155 Specify Column Mappings 155 Change One Column to a Calculated Column 157 Specify GROUP BY Options for the Join 160 Update the Metadata for the Total Sales By Employee Table 161 Configure the Loader Transformation 161 Run the Job and Check the Log 162 Verify the Contents of the Total_Sales_By_Employee Table 163 Add the Publish to Archive Transformation to the Process Flow 163 Configure the Publish to Archive Transformation 166 Run the Job and Check the Log 166 Check the HTML Report 167 Check In the Metadata 167 Example: Creating a Data Validation Job 167 Preparation 167 Create and Populate the New Job 168 Configure the Data Validation Transformation 170 Run the Job and Check the Log 172 Verify Job Outputs 173 Example: Using a Generated Transformation in a Job 174 Preparation 174 Create and Populate the New Job 175 Configure the PrintHittingStatistics Transformation 176 Run the Job and Check the Log 178 Verify Job Outputs 179 Check In the Metadata 179 Using Jobs to Create Process Flows After you have specified the metadata for one or more sources and targets, you can specify metadata for the job that will read the appropriate sources and create the desired targets in physical storage. Use the examples in this chapter, together with the general steps that are described in “Creating, Running, and Verifying Jobs” on page 99, to specify jobs that will create and load the desired targets. . In the Name field, enter a valid SAS name for the target. (For details about SAS names, see the SAS Data Integration Studio Help.) For this example, accept the default: Total_Sales_By_Employee. 4. tree group is a folder that you can use to keep similar kinds of metadata together in the Custom tree on the SAS Data Integration Studio desktop. Display 9.7 Select Group Window For this example,. displays. Registering Data Targets Check In the Metadata 147 Save Metadata for the Table Use the finish window to review the metadata that you entered. Display 9.8 Finish Window If the metadata is correct,

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