SAS Inventory Optimization 5.1

Transcription

1 SAS Inventory Optimization 5.1 System Administration Guide SAS Documentation

2 The correct bibliographic citation for this manual is as follows: SAS Insitute Inc SAS Inventory Optimization 5.1: System Administration Guide. Cary, NC: SAS Institute Inc. SAS Inventory Optimization 5.1: System Administration Guide Copyright 2011, SAS Institute Inc., Cary, NC, USA All rights reserved. Produced in the United States of America. For a hardcopy 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 Restricted Rights Notice: Use, duplication, or disclosure of this software and related documentation by the U.S. government is subject to the Agreement with SAS Institute and the restrictions set forth in FAR Commercial Computer Software-Restricted Rights (June 1987). SAS Institute Inc., SAS Campus Drive, Cary, North Carolina Electronic book 2, November 2013 SAS Publishing provides a complete selection of books and electronic products to help customers use SAS software to its fullest potential. For more information about our e-books, e-learning products, CDs, and hard-copy books, visit the SAS Publishing Web site at support.sas.com/ publishing or call 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 registered trademarks or trademarks of their respective companies.

3 Contents Recommended Reading v Chapter 1 Introduction to SAS Inventory Optimization Welcome to SAS Inventory Optimization SAS Inventory Optimization Architecture Using the Documentation Related SAS Software Where to Go for More Information Chapter 2 Installation Tasks For SAS Inventory Optimization Default File Locations Pre-Installation Tasks Deployment Outline Post-Installation Tasks Chapter 3 Administration and Maintenance Of SAS Inventory Optimization System Administration and Maintenance Administer Users Tier Dependencies Troubleshooting Instructions Index

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5 v Recommended Reading SAS Data Integration Studio: User's Guide SAS Management Console: User's Guide 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 Phone: Fax: sasbook@sas.com Web address: support.sas.com/bookstore

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7 1 Chapter 1 Introduction to SAS Inventory Optimization Welcome to SAS Inventory Optimization What is SAS Inventory Optimization? Functional Components of SAS Inventory Optimization How Does SAS Inventory Optimization Help You? SAS Inventory Optimization Architecture Overview of the Solution Architecture Client Tier Middle Tier Server Tier Data Tier SAS Inventory Optimization Modes of Operations Using the Documentation Purpose Required Skill Sets Organization of This Guide Related SAS Software Overview SAS Inventory Replenishment Planning SAS Enterprise Data Integration Server Where to Go for More Information Online Help SAS Technical Support Services Welcome to SAS Inventory Optimization What is SAS Inventory Optimization? SAS Inventory Optimization is an analytic and optimization solution that takes product demand and generates optimal inventory replenishment policies. You can plan inventory and orders to fulfill the forecasted demand, and maintain optimized stock levels over a single, dual, and multiple echelon distribution network, improve customer satisfaction, and reduce total costs. SAS Inventory Optimization is a Java client application. The dynamic user interface of the solution caters to the needs of different users within an organization. You can view, review, interpret, and analyze results of the inventory optimization process. You can also

8 2 Chapter 1 Introduction to SAS Inventory Optimization perform what-if scenario analysis, review suggested order quantities, and then submit them to the enterprise resource planning (ERP) systems. Functional Components of SAS Inventory Optimization SAS Inventory Optimization includes the following main functional components: data warehousing consists of the ongoing ETL jobs that update the data warehouse with changes from the source system. analytics consists of the ETL jobs for the inventory optimization processes. Java applications consists of the SAS Inventory Optimization middle tier and client tier. These components are seamlessly integrated to offer a true end-to-end solution. The SAS Inventory Optimization solution takes data from various source systems and applies appropriate analytical methods to provide information for advanced business decisions. How Does SAS Inventory Optimization Help You? Major uses of SAS Inventory Optimization include the following: consume organizational demand forecasts and align supply chain costs to set optimal inventory placement for best service levels at the lowest possible costs provide input to plan replenishment activities that include inventory rebalancing SAS Inventory Optimization Architecture Overview of the Solution Architecture SAS Inventory Optimization has an N-tier architecture that consists of the following tiers: client middle server data The following figure shows the generic division of responsibilities across the different tiers.

9 SAS Inventory Optimization Architecture 3 Figure 1.1 SAS Inventory Optimization Architecture SAS Management Console SAS Data Integration Studio SAS Inventory Optimization Client Application Inventory Analysis Scenario Development Order Suggestions HTTP HTTP Middle-Tier Server SAS Inventory Optimization SAS Web Infrastructure Platform SAS Server SAS Workspace Server SAS Stored Process Server Transactional Database SAS Metadata Server SAS 9.3 Platform Data Server SAS Tables Transactional Tables The subsequent sections explain the purpose and components of each tier. Client Tier Overview The client tier is responsible for user interaction, navigation flows, and displaying computational results. Client-Tier Components SAS Inventory Optimization requires the following applications:

10 4 Chapter 1 Introduction to SAS Inventory Optimization SAS Management Console enables you to perform metadata administration activities. SAS Data Integration Studio provides the ability to manage ETL jobs for the extraction, transformation, and loading of data. The SAS Inventory Optimization client displays computational results and enables user interaction. The client-side user interface is developed using the rich client platform (RCP), which is an eclipse plug-in-based development platform. Middle Tier Overview The middle-tier component is responsible for intercepting the client request and providing an execution environment to the client. The middle tier is developed over SAS business intelligence (BI) middle-tier technologies such as Web Infrastructure Platform (WIP) and Platform Services. These technologies provide the middle-tier application with the ability to run requests over SAS servers. Middle-Tier Components SAS Inventory Optimization requires the following middle-tier components: SAS Inventory Optimization Services take adequate server-side actions based on client-side user actions. Web Infrastructure Platform (WIP) Services are used for standard operations such as configuration, authentication, , and so on. Middle-tier components use the HTTP-based protocol to communicate with the following WIP-based services: Authentication Service User Info Service Mail Service The client tier communicates with the middle tier by using HTTP-based communication model. Server Tier Overview The server tier hosts SAS application servers that run the requests made by clients. Topological support might include support for non-functional requirements such as failover, pooling, and load balancing. Server-Tier Components SAS Inventory Optimization requires the following server-tier components: SAS Workspace Server uses SAS code execution for a number of clients at a time. SAS Stored Process Server runs a registered stored process on behalf of the client.

11 Using the Documentation 5 SAS Metadata Server sets up various configurations such as stored processes, workspace server, stored process server, and so on. Data Tier Overview Data tier consists of the following data storage types: SAS tables are stored in Base SAS formats under different libraries. SAS transactional tables are stored in the SAS Transactional Database. The tables contain transactional and application data. SAS Inventory Optimization Modes of Operations You can operate SAS Inventory Optimization in two modes, online mode and batch mode. In online mode, the middle tier, server tier, and data tier are running and you can use and work with the SAS Inventory Optimization application. In batch mode, the extract, transform, and load (ETL) jobs to load, forecast, optimize, and report on data are running. The SAS Inventory Optimization middle tier is shutdown and you cannot work with the client application. However, the SAS system uses ETL jobs to update and maintain the data. Note: A few ETL jobs update the UIART library. Ensure that the period of the job run is scheduled for a maintenance period that does not affect request processing. Using the Documentation Purpose The System Administration Guide describes the deployment and the system administration tasks for the SAS Inventory Optimization solution. This guide provides information about the following topics: system architecture installation and post-installation tasks system administration tasks troubleshooting instructions Required Skill Sets To install, configure, administer, and use the SAS Inventory Optimization solution, you must have certain skills. You must know how to perform the installation and configuration of the SAS Intelligence Platform and the SAS Inventory Optimization

12 6 Chapter 1 Introduction to SAS Inventory Optimization solution on the required operating system. For example, to install the SAS Intelligence Platform on the Windows operating system, the administrator must have the following skills: be an administrator of the computer be familiar with concepts of the operating system know how to create folders know how to run DOS.bat files be familiar with application server concepts Organization of This Guide The System Administration Guide provides an overview of the solution and its architecture, and explains the steps to set up and manage the solution. These steps can be categorized under the following high-level tasks: installation and post-installation system administration and maintenance This guide is organized as follows: Introduction introduces you to your SAS solution and explains how the guide is organized and presented. Also, provides additional resources for you to explore if you need more information about your SAS solution. Installation and Post-Installation provides the steps to install the SAS Inventory Optimization solution and also provides the post-installation tasks. System Administration and Maintenance discusses the necessary system administration and maintenance tasks such as administering users. Appendixes contains additional information that is referenced from within sections of the documentation. Related SAS Software Overview Many features that are not found in SAS Inventory Optimization are available in other SAS solutions or in SAS products that are used with this SAS solution. If you do not find a feature that you need in this software, you might find it in one of the following SAS solutions or products. SAS Inventory Replenishment Planning SAS Inventory Replenishment Planning enables you to manage your inventory levels while fulfilling the customer service levels by providing optimal inventory policies and recommending when and how much to order.

13 Where to Go for More Information 7 SAS Inventory Replenishment Planning enables you to create what-if scenarios by using different parameters or forecasts, and to determine the impact on policies and projected customer service levels and costs. SAS Enterprise Data Integration Server SAS Enterprise Data Integration Server is an application that enables you to manage ETL process flows. These tasks are sequences of steps for the extraction, transformation, and loading of data. SAS Enterprise Data Integration Server enables you to do the following: specify metadata for sources, such as tables in an operational system specify metadata for targets, such as tables and other data stores in a data warehouse create jobs that specify how data is extracted, transformed, and loaded from a source to a target Where to Go for More Information Online Help For information about how to operate your software, select Help ð Help Contents from within the application. For information about the version of the software that you are running, select Help ð About SAS Inventory Optimization from within the application. SAS Technical Support Services As with all SAS products, the SAS Technical Support staff is available to respond to problems and answer technical questions about SAS Inventory Optimization.

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15 9 Chapter 2 Installation Tasks For SAS Inventory Optimization Default File Locations Pre-Installation Tasks SAS Intelligence Platform Documentation Create Data Source Name for MySQL Deployment Outline Post-Installation Tasks Update the Batch File Update the SAS Scripts Choosing the Transactional Database Run the ETL Jobs About the Help on JAVA User Interface Default File Locations The default physical locations that are described in this guide are created during the standard configuration process. The SAS Consulting services representatives working at your site can change these locations when they customize your setup to meet your requirements. These representatives can then provide documentation of the locations for your site. A standard file system location that is referred to in this guide is the SAS configuration directory (written as <SASCONFIG>). <SASCONFIG> refers to the directory path where the SAS configuration process writes the finalized software image. Different files are written to this location. In a Windows operating environment, the default location for <SASCONFIG> is as follows: C:\SAS\<ImageName>, where <ImageName> is the name of the SAS deployment plan that is created or selected for your order or the name that you select to use for the directory in the SAS Deployment Wizard. For UNIX, this location can vary, and your SAS Consulting services representative can help you to determine the default file location for your site.

16 10 Chapter 2 Installation Tasks For SAS Inventory Optimization Pre-Installation Tasks SAS Intelligence Platform Documentation Because SAS Inventory Optimization is designed to work with the SAS Intelligence Platform, it is strongly recommended that you read the SAS Intelligence Platform documentation, which is located at onlinedoc, before you install SAS Inventory Optimization. That documentation provides pre-installation tasks and instructions to guide you through a typical installation of the SAS Intelligence Platform. Note: If you need a separate server context, then you must read the technical paper that is located at invopt/. Create Data Source Name for MySQL Before you run the SAS Deployment Wizard, you must have a user ID with permission to access and create tables for the MySQL transactional database. You also need to create a MySql DSN (Data Source Name) with the name iodb. Here are the sample steps to create a user for MySQL: 1. Log on to MySQL as the root user. 2. Create a database: MySql> create database iodb; 3. Grant access to the database for the new account: Mysql> grant all on iodb.* to root@'%' with grant option; The SAS Deployment Wizard configures the Web application server with a Java Database Connectivity (JDBC) data source that uses a URL that is similar to the following example: jdbc:mysql://host:3306/iodb Deployment Outline To deploy SAS Inventory Optimization: 1. Work with your SAS representative to develop a plan and designate the host computers for your deployment of SAS Inventory Optimization. Note: While you create the software order, ensure that you include the following components in the order: SAS Inventory Optimization Server SAS Data Integration Server SAS Enterprise Business Intelligence Server

17 Post-Installation Tasks In order to use MySQL as the transactional database, you need to install the JDBC drivers. You can download the MySQL Connector/J JDBC driver from the location Note: The file my.cnf is the default configuration file that contains all the required parameters to start MySQL server. Make sure that the parameter lower_case_table_names=1 is included in the file my.cnf. After you make the change, you need to restart the MySQL service. 3. Install SAS Inventory Optimization on each host computer as outlined in your plan.xml file. During installation, ensure the following: Specify the address that can be used by the SAS Inventory Optimization application to send s. SAS Inventory Optimization environment can connect to any SAS environment where the SAS Inventory Optimization middle tier is deployed. SAS environments are defined in the sas-environment.xml file. 4. Complete the post-installation tasks. For more information, see Post-Installation Tasks on page 11. Post-Installation Tasks Update the Batch File To run the ETL jobs in a batch by using the SAS Batch Server, update the batch file by removing the noxcmd option. To do so: 1. Browse to the SAS Batch Server folder. By default, the path is <SASCONFIG> \Lev<N>\SASApp\BatchServer. 2. Edit the batch file. On a Windows Operating Environment a. Take a backup of the sasbatch.bat file. b. Open the file in Edit mode. c. In the file, search for the text noxcmd and delete the text. For example, consider the following text: Set CMD_OPTIONS=-noxwait -noxcmd -lrecl config "%CONFIGDIR%\sasv9.cfg" -sasinitialfolder "%APPSERVER_ROOT%" %USERMODS_OPTIONS% On a UNIX Operating Environment a. Open the sasbatch.sh file in Edit mode. b. In the file, search for the text noxcmd and comment out this text. For example, consider the following text: exec "$SAS_COMMAND" -lrecl "$@" "${USERMODS_OPTIONS[@]}"

18 12 Chapter 2 Installation Tasks For SAS Inventory Optimization Update the SAS Scripts On a UNIX operating environment, you need to update certain SAS script files to ensure that the tables that are created by the SAS Workspace Server and the SAS Stored Process Server have the necessary Write permissions. Specify the umask setting of 002 in the following SAS scripts: <SASCONFIG>/Lev<N>/SASApp/BatchServer/sasbatch_usermods.sh <SASCONFIG>/ Lev<N>/SASApp/PooledWorkspaceServer/PooledWorkspaceServer_usermods.sh <SASCONFIG>/ Lev<N>/SASApp/StoredProcessServer/StoredProcessServer_usermods.sh <SASCONFIG>/Lev<N>/SASApp/WorkspaceServer/WorkspaceServer_usermods.sh Choosing the Transactional Database You must set the parameter GL_FRAMEWORK_DB to N in order to use MySQL as the transactional database. The default value of the parameter is Y. You must set the following parameters in the control.global_parameter_list dataset in order to use MySQL as the transactional database: GL_FRAMEWORK_DB GL_DB_HOST_NAME GL_DB_DATABASE GL_DB_AUTH_DOMAIN Run the ETL Jobs After you complete the above post-installation tasks, you must run the ETL jobs. When you run the jobs, you should read the instructions in Chapter 2 of SAS Inventory Optimization: Data Administration Guide. About the Help on JAVA User Interface In the Dynamic Help, when you enter a search string in the Search field, and click the GO button, you find duplicate entries in the search results. You need to perform the following actions to avoid the duplicate entries in search: 1. Select Search scope link, next to the GO button. 2. Select Advanced Settings. 3. Select the second radio button [Search only the following topics:]. 4. Check mark every book except the User's Guide. 5. Select OK button. 6. Select the GO button in the Search field again. This time, only one entry is seen for each result.

19 13 Chapter 3 Administration and Maintenance Of SAS Inventory Optimization System Administration and Maintenance Administrative Tools Servers for Solution Use Maintenance Activities Administer Users Tier Dependencies Troubleshooting Instructions Client Fails to Open Client Cannot Connect to the Server SAS Application Server Starts with Errors System Administration and Maintenance Administrative Tools The system or solution administrator might use the following administrative tools: SAS Management Console. You can use the following plug-ins of SAS Management Console to manage metadata for the SAS Metadata Server: Server Manager Data Library Manager User Manager Authorization Manager SAS Data Integration Studio. You can use the SAS Data Integration Studio to manage ETL and other jobs, which are sequences of steps for the extraction, transformation, and loading of data. For more information about the administrative tools, refer to each product s online Help and related documentation. Servers for Solution Use The following table shows the servers that are used by the SAS Inventory Optimization components.

20 14 Chapter 3 Administration and Maintenance Of SAS Inventory Optimization Table 3.1 Servers for Solution Components Server SAS Metadata Server SAS Object Spawner (SAS Workspace Server, Pooled SAS Workspace Server, and SAS Stored Process Servers) SAS Inventory Optimization Middle Tier Transactional Database WIP Middle Tier Remote Services Application Server (JBoss, WLS, or WAS) Dependent Components All SAS components Batch jobs and middle tier Client tier Middle tier Middle tier and client tier Middle tier Client tier Maintenance Activities To maintain the architecture, back-end data, and solution client, you must perform the maintenance activities listed in the following table. Table 3.2 Maintenance Activities For SAS Inventory Optimization Maintenance Activity Stop and start the middle-tier server as required for the incremental data flow updates and nightly jobs. Maintain a log file for the SAS Inventory Optimization middle-tier server. Install updates to software. Back up and restore data, as required by your organization. Back up the SAS Metadata Server. Comments The incremental data update does not cause any problem to the middle tier and client tier. However, if some client task is being performed when data is updated in the UIART tables, then the client task might fail. To avoid failure of the client task, you can stop the middle tier until the data load completes. Log files must be archived time to time. The middle-tier application server creates log files that are sorted by date. Log files for workspace server and stored process server are located in the log folder. None. Site-specific. For details, see documentation for SAS Intelligence Platform. CAUTION:

21 Administer Users 15 After you create new users for SAS Inventory Optimization, you must map their SAS Management Console IDs with the corresponding employee IDs. For details, see Administer Users on page 15. Note: If you want to change the name of the SAS Workspace Server to a language other than English, ensure that the spodatabase.properties file is encoded in UTF-8 format. Administer Users Each SAS Inventory Optimization user is assigned a role that determines the functions that the user can perform in the SAS Inventory Optimization application. Each role should be assigned a capability with the same name as that of the role. Capabilities are permissions that allow the user to perform specific tasks. The following table provides descriptions for the different user roles in SAS Inventory Optimization. Table 3.3 SAS Inventory Optimization Roles and Descriptions Role Display Name Description Buyer IO: Buyer Performs all tasks within the Order Suggestions workspace. Inventory Analyst IO: Inventory Analyst Performs all tasks within the Inventory Analysis and Scenario Development workspaces, except promoting scenarios. Advance Inventory Analyst IO:Advance Inventory Analyst Performs all tasks within the Inventory Analysis and Scenario Development workspaces. One of these roles must be assigned to every SAS Inventory Optimization user. After you create users for SAS Inventory Optimization, you need to run the ETL jobs. Then, you must map their IDs (that you create in the SAS Management Console) with their corresponding employee IDs. To map a user ID with its corresponding employee ID: 1. Browse to the folder that you defined for the UIART library. For the Windows operating environment, the default path to this folder is as follows: <SASCONFIG> \Lev<N>\AppData\SASInventoryOptimization\data\uiart. 2. Open the user_mapping.sas7bdat file with SAS 9.3. The SAS window appears and displays a table with the following column names: SMCID SPOID USER_ID

22 16 Chapter 3 Administration and Maintenance Of SAS Inventory Optimization BUYER_IND ID Note: The user_mapping.sas7bdat file is available only after you run the ETL jobs. For more details, see SAS(R) Inventory Optimization 5.1: Data Administration Guide. 3. For the user that you want to map, in the SMCID column, type the user ID that you specified while creating the user. 4. In the SPOID and USER_ID columns, type the user's business key and unique identifier values respectively. You can get these values from the EMPLOYEE_ID and EMPLOYEE_RK columns of the SDL.Employee table. 5. In the BUYER_IND column, if the user is a buyer, type 1, else type 0 for a nonbuyer user. 6. In the ID column, type the user's ID. 7. Save all changes. Tier Dependencies SAS Inventory Optimization has three functional tiers: server tier middle tier client tier

23 Tier Dependencies 17 Figure 3.1 Tier Architecture Of SAS Inventory Optimization Source System Data Tier SAS Servers Middle Tier Client Tier ETL SDL ETL ABT Dimension UIART TSDB SAS Stored Process Server SAS Workspace Server Transactional Database SAS Server Access Layer for Middle Tier SAS Web Infrastructure Platform SAS Inventory Optimization Application Logic SAS Inventory Optimization JBoss/ WLS/ WAS SAS Metadata Server Legend ETL SDL ABT UIART TSDB WLS WAS Extract, Transform, Load Solution Data Layer Analytical Base Table User Interface Analytical Result Table Transactional Database WebLogic Server Websphere Application Server Servers and services in a tier might depend on servers on other tiers. The dependency among the tiers is provided in the following tables. Table 3.4 Tier Dependency Summary Tier Middle tier Client tier Dependent On Server tier Middle tier Table 3.5 Tier Dependency Details Server or Service Dependent On Middle tier

24 18 Chapter 3 Administration and Maintenance Of SAS Inventory Optimization Server or Service Dependent On SAS Inventory Optimization middle tier 1. Transactional database 2. Object spawner 3. Remote services 4. SAS Web Infrastructure Platform (WIP) services Client Tier SAS Inventory Optimization Client 1. SAS Inventory Optimization middle tier 2. SAS WIP services Note: When you start any of the dependent servers or services, ensure that you start the dependent server or service in the order that is specified in the earlier table. Troubleshooting Instructions Client Fails to Open You provided correct logon credentials, but the client application fails to launch. Possible Cause The client application could be incorrectly installed. The client could be pointing to an incorrect server. Possible Solution Re-install the client application. Open $SASHome\sassw.config in Edit mode and ensure that SASENVIRONMENTSURL is defined to fetch sas-environment.xml from the correct server. Note: With multi tier deployment, the client is installed in a separate machine. Here you need to make sure that the sassw.config file under <SASHOME> contains a valid URL definition for SASENVIRONMENTSURL, which points to the middle tier of the deployment. The same can be verified against the sassw.config file that is located on the server tier.

25 Troubleshooting Instructions 19 Client Cannot Connect to the Server Table 3.6 Possible Causes and Solutions for Connection Problems Possible Cause The SAS Application Server is not started at the specified computer and port. The SAS Application Server started but with errors. Network connection between the client and server is broken. The SAS environment is incorrectly configured. Possible Solution Start the SAS Application Server at the correct computer and port. Open the log files to determine the root cause of the problem and take appropriate action. For more information about some of the possible causes for the errors and their corresponding solutions, see SAS Application Server Starts with Errors on page 19. Check the network connection between the client and the server and take corrective actions, if needed. In SAS Management Console, manually specify the correct URL and port for the server in the SAS environment. SAS Application Server Starts with Errors Table 3.7 Possible Causes and Solutions for Server-Related Errors Possible Cause The server is incorrectly installed. The server could not connect to the database. Possible Solution Re-install the server. Start the SAS database servers by using the correct database computer and port details. Then, verify that the network connection between the server and the database servers is working.

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27 21 Index A administering users 15 administrative tools 13 architecture client tier 3 data tier 5 middle tier 4 overview 2 server tier 4 middle tier 4 O online mode 5 P post-installation tasks 10, 11 B batch mode 5 R related SAS software 6 C client tier 3 D data tier 5 default file locations 9 deployment outline 10 F functional tiers 16 I installation steps 10 M maintenance activities 14 S server tier 4 solution architecture 2 system administration 13 T tiers client 3 data 5 dependencies 16 middle 4 server 4 U users, administering 15 using the guide 5

28 22 Index