SAS® IT
Resource Management 3.2
Migration Documentation
The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2010.
®
SAS
IT Resource Management 3.2: Migration Documentation. Cary, NC: SAS Institute
Inc.
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SAS
IT Resource Management 3.2: Migration Documentation
Copyright © 2010, SAS Institute Inc., Cary, NC, USA
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iii
Contents
Chapter 1 Introduction to the SAS IT Resource Management 3.2 Migration Process
1
SAS IT Resource Management 3.2 Software Migration 1
SAS IT Resource Management 3.2 Data and Metadata Migration 2
Migration and Upgrade Defined 2
Option 1: Install SAS IT Resource Management 3.2, and Do not Migrate or Upgrade Data
and Metadata from Your Previous Installation 2
Option 2: Install SAS IT Resource Management 3.2, and Migrate (but Do not Upgrade)
Your Data and Metadata from Your Previous Installation 3
Option 3: Install SAS IT Resource Management 3.2, and Migrate and Upgrade Your Data
and Metadata from Your Previous Installation 3
Chapter 2 Migrating from SAS IT Resource Management 3.1.1 to SAS IT Resource
Management 3.2 5
Overview of Migrating to SAS Management 3.2 5
Step 1: Design Your Migration and Run the SAS Migration Utility 6
Design Your Migration 6
Perform Pre-Migration Tasks 7
Review the QuickStart Guide 7
Use the SAS Migration Utility 8
Step 2: Run the SAS Deployment Wizard 8
Perform the Migration to SAS IT Resource Management 3.2 on SAS 9.2 8
Step 3: Package SAS IT Resource Management 3.1.1 IT Data Marts for Migration 9
Copy the %RMDMPKG Macro 9
Execute the %RMDMPKG Macro 10
Step 4: Rename the SAS IT Resource Management 3.1.1 IT Data Mart Metadata
Pathnames and Data Sets for Migration 11
Step 5: Unpackage IT Resource Management 3.1.1 Data Marts for Migration 13
Macros That Are Used for the Migration Process 14
Chapter 3 Migrating SAS ITRM PDBs to SAS ITRM 3.2 IT Data Marts 21
Introduction 21
Actions Performed by the PDB Migration Macro 23
Migration Prerequisites 24
Migrating to a Different Platform 25
Export the PDB and SITELIB SAS Libraries 26
Transfer the Exported Libraries 27
Import the PDB and SITELIB SAS Libraries 27
Using the %RMPDB2DM Macro 28
%RMPDB2DM Syntax 29
%RMPDB2DM Required Parameters 29
iv Contents Chapter Error! No text of specified style in document.
%RMPDB2DM Optional Parameters 30
%RMPDB2DM Notes 33
%RMPDB2DM Examples 34
What Is Produced by the %RMPDB2DM Macro 36
Overview 36
Metadata 36
Physical Storage 42
Status Report 43
Subsequent Tasks 45
Update ITMS Properties of Staging Transformations 45
Fill in SAS Code for User-Written Transformations 46
Review Computed Columns 49
SAPR3 Considerations 50
Process Exit Considerations 50
Deploy and Schedule Jobs for Execution 50
Data Handling Differences between SAS ITRM 2.7 and 3.2 51
All Numeric Columns Are Stored in 8 Bytes 51
Aging Is Performed on Detail Tables during Data Copy 51
Normalized Values Are Now Weighted Rates 51
Pre-set Values for SHIFT Are Ignored 52
Certain HP-PCS Tables Are No Longer Supported 52
Weblog Migration Notes 52
Missing Formats Messages Are in the Migration Status Report 53
Improved Support for Sum of Weights Is Available 53
Chapter 4 Data Model Upgrade 55
Introduction 55
Overview of the Upgrade Process 55
Requirements 56
Upgrading to the New Data Model 56
%RMUPGRDM Macro 58
%RMUPGRDM Syntax 58
%RMUPGRDM Required Parameters 58
%RMUPGRDM Optional Parameters 59
%RMUPGRDM Examples 59
%RMUPGRDM Notes 60
Chapter 5 Other Resources 61
If You Need Help 61
Appendix 1 Recommended Reading 63
Recommended Reading 63
1
CHAPTER
1
Introduction to the SAS IT Resource Management 3.2 Migration Process
Introduction to the SAS IT Resource Management 3.2 Migration Process .................................................. 1
SAS IT Resource Management 3.2 Software Migration ............................................................................... 1
SAS IT Resource Management 3.2 Data and Metadata Migration.............................................................. 2
Migration and Upgrade Defined ............................................................................................................ 2
Option 1: Install SAS IT Resource Management 3.2, and Do not Migrate or Upgrade Data and
Metadata from Your Previous Installation ............................................................................................ 2
Option 2: Install SAS IT Resource Management 3.2, and Migrate (but Do not Upgrade) Your Data
and Metadata from Your Previous Installation .................................................................................... 3
Option 3: Install SAS IT Resource Management 3.2, and Migrate and Upgrade Your Data and
Metadata from Your Previous Installation ............................................................................................ 3
SAS IT Resource Management 3.2 Software Migration
This document provides guidelines for migrating from both SAS IT Resource
Management 2.7 and SAS IT Resource Management 3.1.1 on SAS 9.1.3 to SAS IT
Resource Management 3.2 on SAS 9.2.
SAS IT Resource Management 3.2 is a SAS 9.2 solution. The software components of
this solution are installed, migrated and configured in accordance with the SAS 9.2
platforms. Data that is associated with previous releases of SAS IT Resource
Management are migrated using tools delivered by the SAS IT Resource Management
solution. These tools are discussed in the following chapters.
The steps that you must perform to accomplish the migration of SAS IT Resource
Management 3.2 software depend on whether you are running SAS IT Resource
Management 2.7 or SAS IT Resource Management 3.1.1. The steps for each type of
migration are described in the following sections of this document.
Note: Before you can migrate, your current SAS IT Resource Management system
should be updated to one of the following releases with all applicable hot fixes:
• SAS IT Resource Management 2.7 with Hot Fix 27IS06
• SAS IT Resource Management 3.1.1 with Hot Fix 311IS04 or later
2 SAS IT Resource Management 3.2 Data and Metadata Migration Chapter 1
SAS IT Resource Management 3.2 Data and Metadata Migration
Migration and Upgrade Defined
Migration: In the context of SAS IT Resource Management, migration is a task that
involves copying data and metadata from a previous release of SAS IT Resource
Management, such as SAS IT Resource Management 2.7 or 3.1.1, to SAS IT Resource
Management 3.2. Migration involves some internal restructuring of the data and
metadata to conform to the requirements of the new software.
Upgrade In the context of SAS IT Resource Management, upgrade is a task that
involves changing the structure and names of the tables and columns that define the
data in SAS IT Resource Management. This layout of tables and columns is called a
data model. SAS IT Resource Management 2.7 and SAS IT Resource Management 3.1.1
have different data models from SAS IT Resource Management 3.2. (The SAS IT
Resource Management 3.1.1 data models are similar to the 3.2 data models and so there
are fewer differences.)
As your site adopts SAS IT Resource Management, you have options to consider
regarding the data, metadata, and data models that are associated with your current
SAS IT Resource Management (2.7 or 3.1.1) system.
• Option 1: Install SAS IT Resource Management 3.2, and do not migrate data and
metadata from a previous installation of SAS IT Resource Management. Do not
upgrade the data models.
• Option 2: Install SAS IT Resource Management 3.2, and migrate data and metadata
from a previous installation of SAS IT Resource Management. However, do not
upgrade the migrated data models to SAS IT Resource Management 3.2 data
models.
• Option 3: Install SAS IT Resource Management 3.2, and migrate data and metadata
from a previous installation of SAS IT Resource Management. Also upgrade the
migrated data models to SAS IT Resource Management 3.2 data models.
The following sections provide information about each option as well as some guidance
about which option might be best for you.
Option 1: Install SAS IT Resource Management 3.2, and Do not Migrate or Upgrade Data and Metadata from Your Previous Installation
SAS IT Resource Management 3.2 provides new data models and supplied reports for
the adapters that are supported by this release. The use of these data models and
reports might present an opportunity for your site to establish a new baseline from
which the IT performance management and capacity planning function is performed. In
this case, your site should choose to install SAS IT Resource Management 3.2 and to
begin processing IT data with this system, without bringing forward existing SAS IT
Resource Management data and the analysis of this data. Choosing this option requires
you to install the new SAS IT Resource Management 3.2 software and establish new IT
Introduction to the SAS ITRM 3.2 Migration Process SAS IT Resource Management 3.2 Data and Metadata Migration 3
data marts. Most likely, your site will decide to maintain the SAS IT Resource
Management 2.7 or SAS IT Resource Management 3.1.1 system for a period of time as a
complement to, or running in parallel with, SAS IT Resource Management 3.2 until your
operational needs indicate that the legacy system can be obsoleted and the data
archived.
Note: Processing resources needed to run both the old (SAS IT Resource Management
2.7 or 3.1.1) and new (SAS IT Resource Management 3.2) systems in parallel is a key
consideration for this option.
Option 2: Install SAS IT Resource Management 3.2, and Migrate (but Do not Upgrade) Your Data and Metadata from Your Previous Installation
If you want to use the data and reports from the previous installation of SAS IT
Resource Management (without modification) in the SAS IT Resource Management 3.2
environment, you should migrate your data and metadata. This option is best used by
sites that have a significant investment in the data produced by the current IT Resource
Management system, the customizations made for that system, and the processes that
analyze that data.
Caution
others, are not available in SAS IT Resource Management 3.2.
Note: Migration results in using more overall disk space due to the replication of IT data
marts required by these processes. If disk space is an issue, you might decide to not
migrate. You can then gradually build up your SAS IT Resource Management 3.2 data
by creating new IT data marts and running the nightly staging and aggregation jobs to
populate them as described in Option 1.
: SAS IT Resource Management 2.7 reporting macros, such as %cpchart, %cpplot, and
Option 3: Install SAS IT Resource Management 3.2, and Migrate and Upgrade Your Data and Metadata from Your Previous Installation
There are more than 4,000 reports that are supplied in SAS IT Resource Management 3.2. These
reports are built using the SAS IT Resource Management 3.2 data model. If you want to use the new
supplied reports with data and metadata from your prior installation, you must migrate and then
upgrade that data to the SAS IT Resource Management 3.2 data model.
Caution: If you upgrade to the new SAS IT Resource Management 3.2 data model, any reports
that were written for that data in previous IT Resource Management releases might not work
without significant refactoring, because the table and column names are different. In addition, for
data that is migrated and upgraded from previous IT Resource Management releases, some IT
Resource Management 3.2 supplied reports might still not function properly. The reason is that the
new reports might rely on data that was never present in the previous installation of SAS IT
Resource Management.
As is true for Options 1 and 2, if your site chooses to maintain your former SAS IT Resource
Management system or to run that system in parallel with the new SAS IT Resource Management 3.2
system, then those processing resources must be considered.
4 SAS IT Resource Management 3.2 Data and Metadata Migration Chapter 1
Figure 1.1 Flowchart of Paths for Moving to SAS IT Resource Management 3.2
5
CHAPTER
2
Migrating from SAS IT Resource Management 3.1.1 to SAS IT Resource Management 3.2
Migrating from SAS IT Resource Management 3.1.1 to SAS IT Resource Management 3.2 .............................. 5
Overview of Migrating to SAS Management 3.2 ........................................................................................... 5
Step 1: Design Your Migration and Run the SAS Migration Utility .................................................... 6
Design Your Migration ........................................................................................................................... 6
Perform Pre-Migration Tasks ................................................................................................................ 7
Review the QuickStart Guide ................................................................................................................. 7
Use the SAS Migration Utility ............................................................................................................... 8
Step 2: Run the SAS Deployment Wizard ..................................................................................................... 8
Perform the Migration to SAS IT Resource Management 3.2 on SAS 9.2 ............................................ 8
Step 3: Package SAS IT Resource Management 3.1.1 IT Data Marts for Migration ........................... 9
Copy the %RMDMPKG Macro ............................................................................................................... 9
Execute the %RMDMPKG Macro ......................................................................................................... 10
Step 4: Rename the SAS IT Resource Management 3.1.1 IT Data Mart Metadata Pathnames and
Data Sets for Migration ....................................................................................................................... 11
Step 5: Unpackage IT Resource Management 3.1.1 Data Marts for Migration .................................. 13
Macros That Are Used for the Migration Process ....................................................................................... 14
Overview of Migrating to SAS Management 3.2
Migration of SAS IT Resource Management 3.2 software requires a new installation of
this solution. (The System Requirements document for SAS IT Resource Management
3.2 can be found at
configuring SAS 9.2 software begins with requesting SAS software from SAS. This
request generates a software order e-mail that provides instructions and the tools to
download the new SAS IT Resource Management software from SAS and to install it
using the SAS Deployment Wizard. For information about this process, see the
QuickStart Guide to Your SAS Electronic Software Delivery Installation for Planning
Installations. This guide is available for each host platform on which you intend to install SAS IT
Resource Management 3.2 and to which you plan to migrate your existing IT Resource Management
2.7 or 3.1.1 system. It can be found in the list of documents available for those hosts at
http://support.sas.com/documentation/installcenter/922/index.html.
To migrate metadata from SAS IT Resource Management 3.1.1 (or from your SAS 9.1.1
installation) to SAS IT Resource Management 3.2, run the following programs:
http://support.sas.com/itrm.) The process of obtaining, installing, and
1. Run the SAS Migration Utility on your SAS 9.1.3 system to create a migration
package.
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