Moving a Process Flow to Another Server

[paulrockliffe]

I have two servers, I have a complex process running on one server that uses data that is currently only available by importing from an Excel Spreadsheet.

It's going to become available directly on the SAS server, but on the other server.  I need to modify my process to access that data, but as I understand it I can't do that in any way other than by manually recreating my entire process flow because the two servers can't talk to each other and I can't tell a Step in a process to run on the other server without breaking it's relationship with the rest of the process.

Does anyone have any thoughts on how best to achieve the change without setting aside a couple of weeks to manually recreate the flow?

[CaseySmith]

Hi @paulrockliffe,

The Project Maintenance tool (Tools->Project Maintenance) and/or Migration Wizard (MigrationWizard.exe in the EG installation directory) should allow you to accomplish without recreating.  They allow you to batch update references to servers, libraries, data, etc., which is particularly helpful for moving EG projects to new environments.  So, you could use either of those tools to update all the references from your original server to your other server.  For example...

Here is how I would accomplish:

1. Create a backup of your .egp file!
2. Click Tools->Project Maintenance.
3. Click OK to close the project.
4. In the Project Maintenance dialog, select your current server that is listed below Servers in the left pane.
5. Click the Replace in Project button.
6. Select the new server you want (to update all references to) and click OK.
7. Click OK to dismiss the Project Maintenance dialog and Yes when prompted to save your changes. (At this point, all the references to your old server have now been updated to your new server.)
8. If the data still exists as a spreadsheet on your new server, right-click the spreadsheet node in the process flow (the input to the Import Data task), click Properties, click Change button, navigate to the location of the .xlsx on your server, and click Open.
9. If the data on your new server is stored as a data set rather than a spreadsheet, delete the Import Data task that imports your Excel spreadsheet, right-click the data node that was the output of the Import Data task, click Properties, click Change button, navigate to the location of the data set on your server, and click OK.

Casey