Using SAS Enterprise Guide with the WIK

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1 Using SAS Enterprise Guide with the WIK Philip Mason, Wood Street Consultants Ltd, United Kingdom ABSTRACT Enterprise Guide provides an easy to use interface to SAS software for users to create reports from data. It can be used with the SAS 9 client/server architecture to produce stored processes defined in metadata. These can easily be run by others. By using the WIK (Web Infrastructure Kit) you can make these stored processes available to be run from a standard web browser and more. This paper describes how to do this. INTRODUCTION This paper will try to briefly outline the purpose of Enterprise Guide and the WIK. It will go on to explain how the use of these two products together provides a great deal of useful functionality. To understand how all of this works, you need to have some understanding of SAS 9 and the architecture used, so we will briefly describe that while trying to focus mainly on EG & the WIK. QUICK OVERVIEW OF SAS 9 ARCHITECTURE Integrated Object Model Provides the Support for Industry Standard Distributed Object Technologies: COM/DCOM & CORBA. IOM has many benefits, including: Execute SAS analytical logic near the (often voluminous) data Take advantage of in house application development tool knowledge Incrementally add SAS functionality to existing systems. Leverage the power of the SAS Server Foundation Services (partial list) Connection service Discovery service Event broker service Information service Logging service Publish service 1

2 Security service Stored process service User service SAS Servers (partial list) Workspace server Stored process server Metadata server OLAP server Stored Processes A stored process is similar to a SAS macro program. It can optionally use some macro parameters that can be passed to it. In actual fact a stored process is made up of some SAS code and associated metadata. SAS 4GL source program Stored in a repository, by name Name-Value Pairs provide parameters Provide application services Centrally managed on SAS Server Use by various clients The metadata defines things such as: Stored process name Physical code location Server to run on Parameters o Valid values Required or optional The SAS code usually has some extra pieces of code at the start of it. These statements are used for: Passing parameters in to the SAS code of the stored process Setting up ODS and other options for creation and delivery of output in the right form to the right place INSTALLATION One of the biggest challenges of SAS 9 is the installation and configuration of the software. I have installed it many times now and I can tell you that is much, much easier to install than SAS 9.1.2, or earlier. So if you can, always install the latest version of SAS as there are always improvements being made to the installation process. The easy part of the installation is inserting the CDs and installing the programs, though there is a sequence with some of these so that some must be installed before others. So follow the instructions carefully and in sequence. The more difficult part of the install is the configuration of the software. Once the software is installed, you can run the configuration wizard which makes an HTML file with instructions of the steps needed to go through to install the software properly. This can be short or long depending on what bits & pieces you are installing from the huge range of options available. There are some products you must install & configure in order to use the WIK and Enterprise Guide, including: Apache Tomcat, with the fix from the SAS web site SAS Foundation Services SAS Management Console Base SAS SAS Integration Technologies Some of the parts of the install that I have found tricky are: Tomcat must be installed into a directory without spaces in the name METADATA DRIVEN Metadata can be described as Data about data. In SAS there are various kinds of metadata, but the metadata we are most interested in is maintained by the Management Console. The management console communicates with the metadata server. It contains all kinds of metadata about things related to SAS 9. 2

3 The main areas of Management Console that concern us in relation to the WIK are: User management, maintenance of user ids and user groups definition of what they can access Stored process metadata, which can be created/modified/deleted here or more easily in Enterprise Guide Definition of stored process servers and workspace servers that code can run on Server definition Stored Process definition ENTERPRISE GUIDE This is a client program which is written in.net, and connects to a SAS server to run code. Results are returned and displayed in Enterprise Guide. It connects to various SAS servers such as: Metadata servers Workspace servers Stored process servers SASOLAPServers Wizards It provides a range of wizards that can be used to create SAS code. The SAS code created can be viewed, and you can customize it beyond the scope of the wizard by inserting statements of your own into the code. The wizard can be reused to change choices and parameters in the generated code. In EG we can create a flow of code, with dependencies. It will be represented by a process flow diagram and nodes will only execute when preceding nodes are complete. We can create stored processes either by using the wizards (described above) or by using some other SAS code. SAS code can be loaded or written directly in EG and then converted to a stored process. This means that any legacy code can be converted to stored processes, often with no changes at all. When we use EG for creating and editing our stored processes then it manages all the associated metadata. Alternatively we could create stored processes independent of EG, but then we would have to create metadata to define the stored process, as well as the physical SAS code to which the metadata refers. This can be done, but is more complicated EG is the best and easiest way to create stored processes. THE WIK (WEB INFRASTRUCTURE KIT) The SAS Web Infrastructure Kit includes the following components: a Web application shell that displays content in portlets and pages and that provides log-on and log-off capabilities, metadata searching, bookmarking, and content administration features 3

4 a SAS Stored Process application that enables stored processes to run from the Web predefined portlets for content viewing and navigation a portlet development kit, which includes an API and a set of best practices, for developing custom portlets administrative tools for deploying services, portlets, and additional Web applications SAS Java components, Web infrastructure components, and a services infrastructure If the SAS Information Delivery Portal is installed, then the following additional capabilities are provided: personalization features which enable users to create and customize their own pages and portlets the ability to subscribe to publication channels, and to publish content to channels or to WebDAV support for running SAS Stored Processes in the background and receiving alert messages when processes are finished support for syndicated, continuously updated Web content from information providers access to SAS information maps and SAS reports via the portal, if SAS Web Report Viewer and SAS Information Map Studio are installed Installation & Configuring WIK This is all done as part of your SAS installation and configuration, but the main steps are mentioned here. You need to have a Java servlet container, such as Tomcat, installed. Once this is done you need to deploy the web applications on the servlet container, usually done by copying a WAR file (Web Archive) to a directory of the servlet container. Once deployed you can use any web applications, such as the SAS Stored Process Web Application. SAS Stored Process Web Application This provides the best way to access stored processes from the web. It is simple to use and very flexible. There are other ways to access stored processes from the web, using Foundation Services, but these are far more complex. Most important part To see how easy it is to use the WIK, do the following. 1. create a report (graph, table, listing) in EG 2. create a stored process from that report 3. when selecting the output options (step 6 of 8) then select Streaming Output and check the create HTML user interface check-box. 4. On HTML-based User Interface do the following: a. enter the name and path of your HTML file, b. select Get as the HTTP method, which will return a full URL to your browser after a call to web app c. URL to stored process web app needs to be something like i. Speedy is the name of my machine, could also be an IP address ii is the port number for my servlet container (tomcat in my case) iii. SASStoredProcess is the name of the web application I want to run, which will run my stored process iv. Do is required and will be followed by parameters that determine what stored process and parameters will be used v. Finish 5. Now you can go to the HTML file that you specified in step 6 of the wizard, and open it 6. from this page you can click on the run button to execute the stored process, optionally check the box to show the SAS log 7. you stored process will run and return something like this in the address line of the browser 4

5 %2FShared%2FReports%2FStoredProcesses%2FStored+Process+for+Bar+Chart This is the URL that was built to call the web application and run your stored process. This URL can be copied and used elsewhere to run your stored process. You can also build URLs like this to run any stored process. See the documentation on the stored process web app for more information. COOL USES FOR THE WIK 1. Make web page of parameters and then call a stored process passing the parameters from the form 2. Enter URL to run a stored process with parms 3. Use IQY file to run stored process and bring results into EXCEL 4. Enter URL in file-open in EXCEL 5. Add debug parameters to the end of URL to get various information 6. Generate HTML web application to prompt for parameters and then run stored process 7. Call stored process from Java or VB using the WIK THE FUTURE OF THE WIK Following are some screenshots of the upcoming new version of the SAS Stored Process Web Application. CONCLUSION Enterprise Guide allows you to create SAS analyses and reports as stored processes. The WIK then allows you to run those stored processes from a web browser that doesn t even have SAS installed. This makes information delivery possible, productive & powerful. 5

6 ACKNOWLEDGMENTS Vince DelGobbo provided some useful information about the WIK, and does work on the development of the WIK at SAS. CONTACT INFORMATION Your comments and questions are valued and encouraged. Contact the author at: Philip Mason Wood Street Consultants Ltd. 16 Wood Street Wallingford, Oxfordshire, OX10 0AY, Web: 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. 6

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