SAS MC Metadata from 9.2 to 9.4

[MariaD]

Hi all,

I'm installing SAS 9.4 in a new filesystem in the same machine that we have 9.2. The two installations will run in parallel, so 9.4 was installed using "Lev2" in order to run in differents port.

In SAS MC, for version 9.2, we have definened several libraries, users, grupos, authentication domains and servers. My question is: is possible to make a metadata backup on 9.2 and restore it in 9.4? Or we need to define manually all metadata elements again in SAS MC 9.4?

Regards,

[alexal]

@MariaD,

I would recommend reading this: SAS(R) 9.4 Intelligence Platform: System Administration Guide - Copying, Promoting, Importing, Expor...

[JuanS_OCS · Accepted solution]

Hello @MariaD,

it is possible to do a "backup"  and bring it to SAS 9.4. There are two main paths to achieve this:

1. Use SMU (SAS Migration Utility) on SAS 9.2, it creates a package, which you can provide to SAS 9.4 installation (SDW) while you configure the new services. This will bring everything "as is"  to 9.4.

2. Use partial promption. This is done with SAS Management Console, with the export Metadata and import Metadata fucntionality. The challenge is that in SAS 9.2 you cannot export the SAS security and server definition (users, groups, ACTs, custom roles, SASApp, database definitions, etc). So for this part, or either you do it manually and do the partial promotion afterwards (and re-asign security), or you use some other tools/tips. SAS Consultants often use SMU to a Lev9 (temporary level) to bring only the metadata and  partial promotion of the security objects from 9.4 Lev9 to SAS 9.4 Lev2 (your final config).

See:

http://support.sas.com/documentation/cdl/en/bisag/68240/HTML/default/viewer.htm#p0m404zm955yr1n1azwz...

and 

https://communities.sas.com/t5/Administration-and-Deployment/How-to-migrate-user-groups-from-SAS-9-2...

In case you find challenges, do not hesitate to involve SAS Technical Support, I am sure they can provide you good guidelines.