EJ, All depends on your current business usage, sizing, performance, needed availablity continuity. There is often made a mistake by many of the "experienced guys" to classify SAS technically as just a better Excel. By that having the idea that replacing some loadables would be the solution for Life Cycle Management. These days a SAS environment is set up normally as a complex Multi-Tier services way with: Meta-dataserver(s), App-servers (compute), Web (midtier) and a lot of clients(web and thinclients). These clients, all those versions, have relationships/requirements to server versions. All of those components are communicating with IP-adresses and port numbers. Using duplicate IP-adress names (ports) intended or accidently can cause a lot of trouble. If your current implementation is small and has low availablity requirements and low integrity requirements you could do the project in the same way as replacing a laptop. Build a new implementation do a big-bang migration, check it and dump the old environment. For migrating the metadataserver content you can use the SMU utility as mentioned by SASKiwi. It is not possible to make a snap-shot clone of a production server and restart it on an other VM instance unless you have isolated in a local not direct connected network. If your current implementation is big, has high availiblity requiements, high integrity requirements, your project will become very challenging. In that case: think of isolating the metadataserver and do a setup in a clustering approach (new with 9.4). The metdataserver is maintains a metadatabase that is containing als of server-ip/dns names (technical part). Roll-back and Roll forward are new fucntionality with 9.4 at this part. The Smu or dedicated import/export can be used to migrate metadatabase content from the old to the new metadata. Do you have a lot of SAS-code SAS-data on the current machine? It will need a good plan to migrate that or may be a plan to leaving it in place. There are notes of peacefull cosexistence off the different SAS releases. Peaceful Coexistence: SAS 9 and SAS 8.2 By this a more silent and partially moving migration is possible, and no bigbang approach is needed. The issues (as of the note): - the DNS/IP adresses and dependicies registered in the SAS-metadatabase are challenged by needing differentiate port-numbers. - just at Unix (no windows registry involved) it is rather easy to segregate the versions/installations (loadables) by having different mountpoints. - the connection to identitymanagement RBAC monitoring and logging/reporting procedures are more technical but can also be frustrating. - this documented "peacefull coexistince" approach is possible too difficult for the SAS support staff. The most simple approach they may have is: use the SDW (Software Deployment Wizard) and just enter-enter..... Todo: You will need an agreement with those SAS people on the need of your business requirements(policies) and your business needs and than start with a design / plan.
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