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SAS® Social Network Analysis Server 6.1Installation and Configuration Guide

SAS® Documentation

The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2013. SAS® Social Network Analysis Server 6.1: Installation and Configuration Guide. Cary, NC: SAS Institute Inc.

SAS® Social Network Analysis Server 6.1: Installation and Configuration Guide

Copyright © 2013, SAS Institute Inc., Cary, NC, USA

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October 2013

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Contents

PART 1 Introduction 1

Chapter 1 / Documentation and Technical Support Overview . . . . . . . . . . . . . . . . . . . . . . . . 3Purpose of This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Target Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 2 / System and Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5System Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Migration Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Installation, Configuration, and Post-Installation

Procedures Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Installation, Configuration, and Post-Installation Results . . . . . . . . . . . . . . . 8

PART 2 Installation Preparation 11

Chapter 3 / Prepare for SAS Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Pre-Installation Requirements for SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Create User IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Understand JUnit Use If Needed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Verify the Operating System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Perform SAS Intelligence Platform Pre-Installation Tasks . . . . . . . . . . . . 16

Chapter 4 / Prepare the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Configure Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Configure PostgreSQL Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Configure IBM DB2 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Configure Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Create Database Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Ensure Proper DB Client and JDBC Driver Setup . . . . . . . . . . . . . . . . . . . . . 24

PART 3 Installation and Configuration Process 27

Chapter 5 / Run the SAS Deployment Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Installing and Configuring SAS Social Network Analysis Server . . . . . 29Run the SAS Deployment Wizard in Install Mode . . . . . . . . . . . . . . . . . . . . . . 30Run the SAS Deployment Wizard in Configure Mode . . . . . . . . . . . . . . . . . 32

PART 4 Post-Installation Tasks 37

Chapter 6 / Perform Post-Installation Steps for SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Post-Installation Configuration for SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 7 / Perform Post-Installation Steps for Databases . . . . . . . . . . . . . . . . . . . . . . . . . . 41Post-Installation Database Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Create Database Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Chapter 8 / Perform Post-Installation Steps for the SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Purpose of Post-Installation Procedures for the SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Import SAS Stored Processes and Deploy Web Services . . . . . . . . . . . . 46Add an Investigator Group and Investigators . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

PART 5 Appendixes 55

Appendix 1 / Perform Post-Migration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

iv Contents

Understanding SAS Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Perform Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Contents v

vi Contents

Part 1

Introduction

Chapter 1Documentation and Technical Support Overview . . . . . . . . . . . . . . 3

Chapter 2System and Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1

1Documentation and Technical Support Overview

Purpose of This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Target Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Purpose of This Document

This document provides installation and configuration information for the SAS Social Network Analysis Server.

Target Audience

The target audience for this document includes SAS administrators, database administrators, and system administrators using the SAS Social Network Analysis Server.

For the purpose of this document, the SAS Administrator, the Database Administrator, and the System Administrator tasks are defined as follows:

3

SAS AdministratorSAS administrators assign roles to investigators for the SAS Social Network Analysis Server.

Database AdministratorDatabase administrators configure schema and database user IDs for use with the SAS Social Network Analysis Server.

System AdministratorSystem administrators configure data sources, data stores, and investigation paths.

Technical Support

SAS Technical Support is the first group to contact regarding installation and configuration issues that are encountered. To contact SAS Technical Support, perform the following steps:

1 Go to http://www.sas.com/.

2 Select Contact Us.

3 Select the appropriate web page or telephone number from the Support Contacts section of the page.

4 Chapter 1 / Documentation and Technical Support Overview

http://www.sas.com/

2System and Installation Overview

System Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Migration Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installation, Configuration, and Post-Installation Procedures Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installation, Configuration, and Post-Installation Results . . . . . . . . . 8

System Architecture Overview

The SAS Social Network Analysis Server solution is designed to be optimized easily for use in various industries, such as the following:

n banking

n insurance

n health care

n government

For purposes of installation and configuration, think of the system as divided into three sections—a client tier, a middle tier, and a data tier.

The solution includes the SASSNADS data model. SASSNADS is the default database for the SAS Social Network Analysis Server.

5

See “Migration Support” on page 6 for a description of the high-level process for installing, configuring, and performing post-installation tasks for the SAS Social Network Analysis Server.

Migration Support

Version 6.1 of the SAS Social Network Analysis Server supports the following migration paths.

Source Target Method Notes

Version 6.1 Version 6.1 Migration(SAS Migration Utility)

Enables migration to other environments, such as from development to testing or production.See Appendix 1, “Perform Post-Migration Steps,” on page 57.

Installation, Configuration, and Post-Installation Procedures Outline

For an initial installation, the following are the high-level steps for installing, configuring, and performing post-installation tasks for the SAS Social Network Analysis Server:

Installation and Configuration Procedure

1 Confirm that the pre-installation requirements for SAS 9.4, the system requirements for SAS 9.4, and the system requirements for the SAS Social Network Analysis Server 6.1 have been met.

CAUTION! Avoid delays in the installation process. In some deployments, requests for user IDs must be submitted. If requests for user IDs need to be made,

6 Chapter 2 / System and Installation Overview

make the request early and confirm setup before proceeding with the process. Otherwise, you might encounter delays for installing and configuring SAS software.

2 Install and configure one of the following third-party software databases.

n Oracle Database

n PostgreSQL Server

n IBM DB2

n Microsoft SQL Server

See “Prepare the Database” on page 17 for additional information about preparing databases.

3 Launch the SAS Deployment Wizard and specify Install SAS Software.

Use the SAS Deployment Wizard to install, but not configure, the following:

a SAS Foundation

b SAS/ACCESS

c SAS Social Network Analysis Server. This includes the SAS Social Network Analysis Server middle tier, which can be installed on the same machine as the SAS Social Network Analysis Server.

4 Run the SAS Deployment Wizard in configure mode to configure the installed SAS software.

Post-Installation Procedure

1 Perform post-installation and configuration tasks for SAS 9.4 and the SAS Social Network Analysis Server:

SAS 9.4

a Access the appropriate documentation resources for your operating system as indicated in “Post-Installation Configuration for SAS 9.4” on page 39.

b Follow the instructions to complete the post-installation steps for SAS 9.4.

Installation, Configuration, and Post-Installation Procedures Outline 7

c Continue with the post-installation procedures for the SAS Social Network Analysis Server.

SAS Social Network Analysis Server

a Import SAS stored processes from a SAS package.

b Deploy the imported SAS stored processes as a web service.

c Add an Investigator group and investigators.

2 Navigate to http://servername:portnum/SASSNA/index.jsp?analyticContext=x&actionableEntityType=y&actionalbleEntityId=z to verify that SNA is working. In the URL, provide the appropriate values for the following:

n servername

n portnum

n x

n y

n z

For example, if you have imported the Template.spk, the values of x, y, and z might be Template, NETWORK, and 000.

Installation, Configuration, and Post-Installation Results

Performing the installation and configuration procedure and the post-installation tasks for the SAS Social Network Analysis Server can take hours to complete. The completed process yields a network viewer that is available to users through the specified web browsers.


The following image is an example of a social network analysis diagram. It presents a simplified view of possible network components that are available upon completion of the installation and configuration process. Note that this example differs from the network that might be displayed in your implementation of the solution.

This diagram displays a graphical representation of a social network that might be related to generated alerts or entities. The features of this graphical representation can be configured to present the information in the best manner and arrangement for the type of data being displayed.

Display 2.1 Example of a Social Network Analysis Diagram

Installation, Configuration, and Post-Installation Results 9

After the installation, configuration, and post-installation procedures are complete for the SAS Social Network Analysis Server, you can launch the application from the following web address:

http://server:port/index.jsp?analyticContext=Template&actionableEntityType=NETWORK&actionableEntityId=000. In this URL, specify the server name and port that are appropriate for your installation.

You can make other enhancements to customize the application. See SAS Social Network Analysis Server: Administration Guide for additional configuration and customization features for the SAS Social Network Analysis Server.


Part 2

Installation Preparation

Chapter 3Prepare for SAS Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4Prepare the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

11

3Prepare for SAS Installation

Pre-Installation Requirements for SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Create User IDs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Understand JUnit Use If Needed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Verify the Operating System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . 14

Perform SAS Intelligence Platform Pre-Installation Tasks . . . . . . . 16

Pre-Installation Requirements for SAS 9.4

The following table lists reference documentation URLs for installing SAS 9.4 Foundation on UNIX and Microsoft Windows environments. Navigate to the URL that corresponds to the appropriate operating system and follow all of the applicable steps on those sites.

Table 3.1 SAS 9.4 Installation References

Operating System Title URL

UNIX Documentation for Installing SAS 9.4 in UNIX Operating Environments

http://support.sas.com/documentation/

installcenter/94/unx/index.html

13

http://support.sas.com/documentation/installcenter/94/index.html

http://support.sas.com/documentation/installcenter/94/index.html

Operating System Title URL

Microsoft Windows

Documentation for a SAS 9.4 Installation in Windows for x64 Operating Environments


installcenter/94/win/index.html

Create User IDs

As a post-installation task, user IDs must be created in metadata, and then the user IDs must be associated with the SAS Social Network Analysis Server.

For details about database users and access permissions, see “Create Database Users” on page 23.

Understand JUnit Use If Needed

If the SAS Deployment Tester is installed in addition to the SAS Social Network Analysis Server, then JUnit 4.8.1 is recommended. See the JUnit information that is provided on the SAS 9.4 Support for Additional Software Products page at the following URL:

http://support.sas.com/resources/thirdpartysupport/v94/othersw.html#tab_junit

Verify the Operating System Requirements

Before you install the SAS Social Network Analysis Server, ensure that the minimum system requirements are met. These requirements are described in the system

14 Chapter 3 / Prepare for SAS Installation

http://support.sas.com/documentation/installcenter/94/win/index.html

http://support.sas.com/documentation/installcenter/94/win/index.html

http://support.sas.com/resources/thirdpartysupport/v94/othersw.html#tab_junit

requirements documentation. System requirements are unique for each operating system. Items that are addressed as system requirements include the following:

n software requirements

n hardware requirements

n space requirements

n specific product requirements

n graphics hardware and software compatibility

To view system requirements for the SAS Social Network Analysis Server:

1 Access the SAS System Requirements page at http://support.sas.com/resources/sysreq/index.html.

2 Under Current Releases, select the SAS 9.4 link.

The Search page appears, showing the Results Filter tab. The 9.4 SAS Release option is selected.

3 Perform each of the following steps:

a From the Product menu on that web page, select SAS Social Network Analysis Server.

The page updates to show the linked documents that meet the specified criteria.

b Click the name of the target link to access the system requirements document.

The page that is displayed includes information about the server tier, the middle tier, and the client tier, as appropriate. Use the drop-down menus to select a target environment where the requirements can be displayed.

Verify the Operating System Requirements 15

http://support.sas.com/resources/sysreq/index.html

http://support.sas.com/resources/sysreq/index.html

Perform SAS Intelligence Platform Pre-Installation Tasks

For information about pre-installation tasks that are required to install the SAS Intelligence Platform, see the SAS Intelligence Platform: Installation and Configuration Guide at http://support.sas.com/documentation/onlinedoc/intellplatform/index.html.

16 Chapter 3 / Prepare for SAS Installation

http://support.sas.com/documentation/onlinedoc/intellplatform/index.html

4Prepare the Database

Configure Oracle Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Instructions for the SAS Social Network Analysis Server . . . . . . . . . 18

Configure PostgreSQL Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Instructions for the SAS Social Network Analysis Server . . . . . . . . . 20

Configure IBM DB2 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Instructions for the SAS Social Network Analysis Server . . . . . . . . . 21

Configure Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Instructions for the SAS Social Network Analysis Server . . . . . . . . . 22

Create Database Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Ensure Proper DB Client and JDBC Driver Setup . . . . . . . . . . . . . . . . . . 24

Configure Oracle Database

Product Documentation

Refer to the Oracle Documentation Library: http://www.oracle.com/pls/db112/homepage

17

http://www.oracle.com/pls/db112/homepage

CAUTION! Successful installation is driver-dependent. If you are using Oracle Database 11g Release FP2, you must use the driver that is delivered with this release. Using any other driver version results in operating issues, and you might see connection errors in the log files.

Instructions for the SAS Social Network Analysis Server

1 Install Oracle Database, and record the location of the Oracle JDBC drivers.

The location is typically $ORACLE_HOME/jdbc/lib.

Note: You must provide the location to the SAS Deployment Wizard.

If the SAS middle-tier software is installed on a different machine, then copy the drivers to the machine that is used for the SAS middle tier.

2 Create and configure a database and schema within Oracle Database.

During this process, the following are performed:

n hardware sizing

n hardware configuration

n global database settings

n table space creation

n data files specification

Note: The SAS Deployment Wizard defaults to a database that is named SASSNADS for the SAS Social Network Analysis Server, but the names referenced by the SAS Deployment Wizard can be changed during the installation.

The creation of the databases is usually performed with the Oracle Database Configuration Assistant (DBCA).

18 Chapter 4 / Prepare the Database

Table 4.1 Field Values for the SAS Social Network Analysis Server Configured with DBCA

Field Value

Global Database Name SASSNADS.my.domain.com

SID SASSNADS

Display 4.1 Example of DBCA Dialog Box Showing Values for Fields

For the SAS Social Network Analysis Server, the SID is used in the URL for the database connection:

url: jdbc:oracle:thin:@serverName.unx.example.com:1521:SASSNADS

Configure PostgreSQL Database


PostgreSQL 9.1.9 : http://www.postgresql.org

Configure PostgreSQL Database 19

http://www.postgresql.org

Prerequisites

If the JDBC driver has not already been installed on the middle-tier machine, then download Connector/J from the following link:

http://web.datadirect.com/index.html

Record the location of the JDBC drivers.

Note: You must provide the location to the SAS Deployment Wizard.


1 Install PostgreSQL 9.1.9.

2 Create and configure a database within PostgreSQL. Focus on the following:

n Configure the database default engine type as InnoDB.

n Verify that the appropriate character set is specified.

Note: Because UTF-8 encoding generally allows for the proper display and saving of characters related to a wide variety of languages, UTF-8 is the recommended Unicode setting.

Note: The SAS Deployment Wizard defaults to the SASSNADS database for SAS Social Network Analysis Server, but you can change the name referenced by the SAS Deployment Wizard during installation.


http://web.datadirect.com/index.html

Configure IBM DB2 Database


IBM Support Portal - DB2 9.7 FP2 for Linux, UNIX, and Windows: http://www-947.ibm.com/support/entry/portal/Documentation/Software/

Information_Management/DB2_for_Linux,_UNIX_and_Windows

IBM DB2 9.7 FP2 Database for Linux, UNIX, and Windows Information Center: http://publib.boulder.ibm.com/infocenter/db2luw/v9r7/index.jsp


1 Install DB2, and record the location of the JDBC drivers.

The location is typically in the DB2 installation directory, in a directory that is named java. Identify which JDBC driver JAR file applies to the JDK that is used by the web application server, and then copy that JAR file to a separate directory.

Note: Provide the directory name to the SAS Deployment Wizard. Make sure that this directory contains only the JAR file that is needed.

If the SAS middle-tier software is installed on a different machine, then copy the JDBC driver JAR file to that machine.

2 Create and configure a database.

The SAS Social Network Analysis Server requires that the table space for the database uses a 32-kilobyte page size.

The following command is a sample SQL statement for creating the SAS Social Network Analysis Server database instance:

create database SASSNADS pagesize 32 k user tablespace managed by database using (file '/data01/sassnads/sassnads.dbf' 16184)

Configure IBM DB2 Database 21

http://www-947.ibm.com/support/entry/portal/Documentation/Software/Information_Management/DB2_for_Linux,_UNIX_and_Windows



http://publib.boulder.ibm.com/infocenter/db2luw/v9r7/index.jsp

http://publib.boulder.ibm.com/infocenter/db2luw/v9r7/index.jsp

autoresize yes temporary tablespace managed by system using ('/data01/sassnads/user_tmp') extentsize 32

Note: The SAS Deployment Wizard defaults to the SASSNADS database for the SAS Social Network Analysis Server, but you can change the name referenced by the SAS Deployment Wizard during installation.

Configure Microsoft SQL Server


Microsoft SQL 2008 Server Library: http://technet.microsoft.com/en-us/library/bb545450.aspx

Microsoft SQL Server 2008 R2 Getting Started: http://technet.microsoft.com/en-us/library/bb500434.aspx


1 Install SQL Server 2008.

2 Create and configure a database.

The following command is a sample SQL statement for creating the SAS Social Network Analysis Server database instance:

create database SASSNADSon( name = snadat, filename = 'c:\sqlserver\datafiles\snadat.mdf', size = 5120, maxsize = 8192, filegrowth = 50 )log on( name = snalog,


http://technet.microsoft.com/en-us/library/bb545450.aspx




filename = 'c:\sqlserver\transaction_logs\snalog.ldf', size = 5120MB, maxsize = 8192MB, filegrowth = 50MB );

Note: The SAS Deployment Wizard defaults to the SASSNADS database for the SAS Social Network Analysis Server, but you can change the name referenced by the SAS Deployment Wizard during installation.

Create Database Users

Creating database user IDs before running the SAS Deployment Wizard is an optional task. The SAS Deployment Wizard requires information about how to connect to the database with JDBC, including user credentials, but it installs and configures the SAS Social Network Analysis Server without connecting to the database. As a result, you can create database user IDs before running the SAS Deployment Wizard.

The following tables list the default values for the user IDs and schemas.

Table 4.2 SAS Social Network Analysis User ID and Schema

User ID SNAUSERSee Table 4.3 on page 24 for access permissions.

Schema SASSNADS

Note: If you are using IBM DB2 and the database uses operating system user IDs for authentication, then you need to create a user ID named snauser to enable proper operation of the Social Network Analysis Server. See Table 4.3 on page 24 for details about the access permissions.

Create Database Users 23

Table 4.3 Access Permissions for SNAUSER

Access Permission Description

SELECT or READ Enables access to the sna_* tables.

INSERT Enables access to the sna_social_*, sna_cust_*, sna_column_*, sna_table_*, sna_context_preference, sna_colormodel, and sna_currency tables.

UPDATE Enables access to the sna_social_*, sna_cust_*, sna_column_*, sna_table_*, sna_context_preference, sna_colormodel, and sna_currency tables.

Ensure Proper DB Client and JDBC Driver Setup

As a post-installation task, you must run several database scripts provided with the SAS Social Network Analysis Server to prepare and initialize your databases. These database scripts assume that a database client application is installed and available on the PATH.

If the database is not installed on the same machine as the server tier for the SAS Social Network Analysis Server, then install the database client on the server-tier machine.

The SAS Social Network Analysis Server middle-tier web application requires access to the databases through JDBC. If the database is installed on a different machine than the middle tier applications, then install the JDBC driver for the databases on the middle-tier machine.

The following table identifies the JDBC drivers for the databases that the SAS Social Network Analysis Server support.


Table 4.4 JDBC Driver and Java Version Support

Database Driver Java Version Notes

Oracle Database ojdbc6.jarMinimum version – 11.2

Java 7

PostgreSQL Database

postgresql-9.2-1002.jdbc4.jar.

Java 7

IBM DB2 db2jcc4.jar;Version v9.5fp6a_jdbc_sqlj

Java 7 Use v9.5fp6a_jdbc_sqlj to prevent Hibernate exceptions from being written to the log files.

Microsoft SQL Server

sqljdbc4.jar Java 7 Provides support for JDBC 4.0.

Ensure Proper DB Client and JDBC Driver Setup 25

Part 3

Installation and Configuration Process

Chapter 5Run the SAS Deployment Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

27

5Run the SAS Deployment Wizard

Installing and Configuring SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Run the SAS Deployment Wizard in Install Mode . . . . . . . . . . . . . . . . . . 30

Run the SAS Deployment Wizard in Configure Mode . . . . . . . . . . . . . 32Start the SAS Deployment Wizard in Configure Mode . . . . . . . . . . . . 32Indicate Preference for Anonymous Web Access . . . . . . . . . . . . . . . . . . 32Configure the SAS Social Network Analysis Server . . . . . . . . . . . . . . . 33

Installing and Configuring SAS Social Network Analysis Server

This section contains information about SAS Social Network Analysis Server installation and configuration tasks. These tasks represent a subset of a more comprehensive process that is described in SAS Deployment Wizard and SAS Deployment Manager 9.4: User’s Guide at http://support.sas.com/documentation/installcenter/en/ikdeploywizug/66034/PDF/default/user.pdf.

Note: Before attempting to install and configure the SAS Social Network Analysis Server, familiarize yourself with the information in SAS Deployment Wizard and SAS Deployment Manager 9.4: User’s Guide. Use that document in conjunction with the SAS Social Network Analysis installation and configuration tasks that are described in this section.

29

http://support.sas.com/documentation/installcenter/en/ikdeploywizug/66034/PDF/default/user.pdf


The SAS Deployment Wizard has two modes:

n install

n configure

Note: It is recommended that you run the wizard in install mode, and then run the wizard a second time in configure mode.

Run the SAS Deployment Wizard in Install Mode

It is recommended that you run the SAS Deployment Wizard in install mode and disable the configure mode.

To begin the installation process, launch the SAS Deployment Wizard.

Display 5.1 SAS Deployment Wizard Splash Page

On the Select Deployment Type page, select Install SAS software. The following figure shows the wizard with only the install mode enabled.

30 Chapter 5 / Run the SAS Deployment Wizard

Display 5.2 SAS Deployment Wizard: Install SAS Software

After you have completed the installation procedure, you can launch the SAS Deployment Wizard and enter the configure mode to configure the software.

For more information about using the SAS Deployment Wizard, see SAS Deployment Wizard and SAS Deployment Manager 9.4: User's Guide at http://support.sas.com/documentation/installcenter/en/ikdeploywizug/66034/PDF/default/user.pdf.

Run the SAS Deployment Wizard in Install Mode 31



Run the SAS Deployment Wizard in Configure Mode

Start the SAS Deployment Wizard in Configure Mode

The following figure shows the wizard with only the configure mode enabled.

Display 5.3 SAS Deployment Wizard: Configure SAS Software

The following sections describe the wizard pages in the SAS Social Network Analysis Server configuration process.

Indicate Preference for Anonymous Web Access

The SAS Deployment Wizard offers an option to enable anonymous web access. If you select this option, the web services and stored processes that are used in the SAS


Social Network Analysis Server do not require authenticated credentials. If you do not select this option, then all requests for the web services and stored processes will require credentials. Requiring credentials creates a more secure deployment.

For more information about SAS authentication, see SAS Intelligence Platform: Installation and Configuration Guide at http://support.sas.com/documentation/cdl/en/biig/63852/PDF/default/biig.pdf.

Note: Currently, SAS BI Web Services for Java and .NET and the SAS Stored Process Web Application are the only components that support this feature.

Display 5.4 Anonymous Web Access

The SAS Social Network Analysis Server does not require anonymous web access, and it is recommended that you do not enable it. If other SAS solutions deployed on the same server require anonymous web access, install those solutions on a different machine. For more information about anonymous web access, see SAS Intelligence Platform: Installation and Configuration Guide.

Configure the SAS Social Network Analysis Server

The SAS Deployment Wizard prompts you for the JDBC database connection information required by the Social Network Analysis middle tier.

Follow these steps to configure the SAS Social Network Analysis Server:

1 Select the database product from the Database Type list.

Run the SAS Deployment Wizard in Configure Mode 33

http://support.sas.com/documentation/cdl/en/biig/63852/PDF/default/biig.pdf

http://support.sas.com/documentation/cdl/en/biig/63852/PDF/default/biig.pdf

Display 5.5 Database Type

Click Next.

The SAS Social Network Database JDBC Properties page is displayed, with default values that populate several fields.

2 Enter appropriate values or ensure that the default values are correct. Indicate the directory that contains the JDBC driver JAR files for the database.

Note: For Oracle servers, the entry in the Database Name field corresponds to the System ID (SID).


When you provide the directory that contains the JDBC driver JAR files, navigate to the directory that contains the JAR file. You do not need to select the JAR file, and the JAR filename does not appear in the text field on the wizard page. Also, make sure that the directory contains only the JAR files that are appropriate for the JDK version that is used by the web application server. For more information about the JDBC driver JAR files, see “Ensure Proper DB Client and JDBC Driver Setup” on page 24.

Click Next.

The SAS Social Network Analysis Mid-Tier Database User page is displayed, The User ID field is populated with a default value.

3 Specify the user information for the JDBC connection and then click Next to continue.

Run the SAS Deployment Wizard in Configure Mode 35

Display 5.6 JDBC Database User

This is the final page for the SAS Social Network Analysis middle-tier configuration.

At this point in the process, follow the instructions for the appropriate operating system. See SAS Intelligence Platform: Installation and Configuration Guide. Also, see “Pre-Installation Requirements for SAS 9.4” on page 13 for links to operation-specific documentation resources.

CAUTION! You must complete the post-installation instructions for each installed and configured solution before using SAS Social Network Analysis Server. Failure to do so can cause unpredictable results.


Part 4

Post-Installation Tasks

Chapter 6Perform Post-Installation Steps for SAS 9.4 . . . . . . . . . . . . . . . . . . . 39

Chapter 7Perform Post-Installation Steps for Databases . . . . . . . . . . . . . . . . 41

Chapter 8Perform Post-Installation Steps for the SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

37

6Perform Post-Installation Steps for SAS 9.4

Post-Installation Configuration for SAS 9.4 . . . . . . . . . . . . . . . . . . . . . . . . . 39

Post-Installation Configuration for SAS 9.4

Perform the post-installation steps for your operating system as indicated in Table 6.1 on page 39.

Table 6.1 SAS 9.4 Configuration References

Operating System Document URL

UNIX Configuration Guide for SAS 9.4 Foundation for UNIX Environments


installcenter/en/ikfdtnunxcg/66380/PDF/

default/config.pdf

Microsoft Windows

Configuration Guide for SAS 9.3 Foundation for Microsoft Windows


installcenter/en/ikfdtnwincg/64431/PDF/

default/config.pdf

Microsoft Windows for x64

Configuration Guide for SAS 9.4 Foundation for Microsoft Windows for x64


installcenter/en/ikfdtnwx6cg/66385/PDF/

default/config.pdf

39

http://support.sas.com/documentation/installcenter/en/ikfdtnunxcg/66380/PDF/default/config.pdf



http://support.sas.com/documentation/installcenter/en/ikfdtnwincg/64431/PDF/default/config.pdf



http://support.sas.com/documentation/installcenter/en/ikfdtnwx6cg/66385/PDF/default/config.pdf



40 Chapter 6 / Perform Post-Installation Steps for SAS 9.4

7Perform Post-Installation Steps for Databases

Post-Installation Database Setup Overview . . . . . . . . . . . . . . . . . . . . . . . . . 41

Create Database Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42SAS Social Network Analysis Server Tables and Sequences . . . . 42

Post-Installation Database Setup Overview

This section describes the process for creating tables to allow the proper operation of the SAS Social Network Analysis Server. During installation and configuration, database schemas and database users were defined. These databases and users must be created. If necessary, work with the Database Administrator to ensure that these tasks have been completed. See “Create Database Users” on page 23 for the permissions that must be granted to the SAS Social Network Analysis Server database user role.

To continue with the table creation procedure in the following section, make sure you have the following information:

n SAS Social Network Analysis Server Database User (SNAUSER by default) account details

n SAS Social Network Analysis Server Schema (SASSNADS by default) details, if necessary

41

n Database details

Create Database Tables

SAS Social Network Analysis Server Tables and Sequences

Perform the post-installation steps for your database type as indicated in Table 7.1 on page 42.

SAS provides a set of scripts, based on database type, to create the tables and sequences required by the SAS Social Network Analysis Server.

When performing an initial installation (not an upgrade), run the appropriate script for the database used at your site.

Table 7.1 SAS Social Network Analysis Server Tables and Sequences

Database Type Create Table Script Drop Table Script

Oracle create_table_trans_orcl.sql drop_objects_trans_orcl.sql

PostgreSQL create_table_trans_postgres.sql drop_objects_trans_postgres.sql

IBM DB2 create_table_trans_db2.sql drop_objects_trans_db2.sql

Microsoft SQL Server create_table_trans_sqlserver.sql drop_objects_trans_sqlserver.sql

These database scripts are available for each supported database in the following location:

n Windows:

SAS-installation-directory\snamva\sasmisc\dbmsc\ddl\

n UNIX:

SAS-installation-directory/misc/snamva/dbmsc/ddl/

42 Chapter 7 / Perform Post-Installation Steps for Databases

After installation and before configuration, a DBA runs the appropriate SAS Social Network Analysis DDL script to create the tables and other database objects for the SAS Social Network Analysis Server. Depending on how the DDL script is executed, the database objects could be put in a default schema (dbo) instead of the intended schema. This can occur because the DDL is not explicit about which schema to add the content to.

If the person performing configuration later sets the schema name to SASSNADS, the deployment will fail because the objects have been assigned to dbo.

To avoid this problem, the statement “CREATE TABLE SNA_CONTEXT_PREFERENCE . . . .” in the DDL script should be changed to “CREATE TABLE SASSNADS.SNA_CONTEXT_PREFERENCE . . . .” if SASSNADS is the intended schema.

Create Database Tables 43

44 Chapter 7 / Perform Post-Installation Steps for Databases

8Perform Post-Installation Steps for the SAS Social Network Analysis Server

Purpose of Post-Installation Procedures for the SAS Social Network Analysis Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Import SAS Stored Processes and Deploy Web Services . . . . . . . . 46Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Import SAS Stored Processes from a SAS Package . . . . . . . . . . . . . . 46Deploy the Imported SAS Stored Processes as a

Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Add an Investigator Group and Investigators . . . . . . . . . . . . . . . . . . . . . . 52

Purpose of Post-Installation Procedures for the SAS Social Network Analysis Server

The SAS Social Network Analysis Server enables administrators and analysts to create an environment consistent with the needs of the business user. The purpose of performing post-installation steps is to set up a sample template so a user can view SAS Social Network Analysis Server data. You can run these steps again using custom STPs in order to test with your own data.

The procedures outlined in the following sections include setting up the SAS Social Network Analysis Server with sample content provided by SAS. Instructions are also

45

provided to enable you to define users and groups that can be created to access the sample content.

The users and groups defined in this section are created specifically to perform the following actions:

n access the provided sample content

n log on to the SAS Social Network Analysis Server

The following procedures are described in this section:

n importing SAS Stored Processes from a SAS package

n deploying the imported SAS Stored Process as a web service

n initializing users and groups

Import SAS Stored Processes and Deploy Web Services

Overview

SAS Stored Processes are deployed as web services, and the SAS Social Network Analysis Server displays the networks that are read by the SAS Stored Processes.

Import SAS Stored Processes from a SAS Package

SAS provides template SAS Stored Process metadata in a SAS package file. To import a template SAS package, perform the following steps:

1 Using SAS Management Console, select the Folders tab and navigate to /System/Applications/SAS Social Network Analysis/Social Network Analysis 6.1.

46 Chapter 8 / Perform Post-Installation Steps for the SAS Social Network Analysis Server

2 Right-click the Social Network Analysis 6.1 folder and select Import SAS Package.

Display 8.1 Import SAS Package

3 Select the Browse button and navigate to the location of the template SAS package file:

UNIX Specifics: SAS-installation-directory/SASFoundation/9.4/misc/snamva/Template.spk

Windows Specifics: SAS-installation-directory\SASFoundation\9.4\snamva\sasmisc\Template.spk

a Ensure that the Include access controls check box is not selected.

b Select Next.

Import SAS Stored Processes and Deploy Web Services 47

4 At the Select Objects to Import page, make sure each stored process is selected. Select the following processes:

n getSocialNetwork

n getSocialNetworkNodeDetails

n growSocialNetworkNode

Display 8.2 Import SAS Package: Select Objects to Import

Click Next to continue.

Note: You might be presented with an Import Warning dialog box. This dialog box displays a caution message regarding not importing entries and associations related to access control entries (ACEs) or an access control template (ACT). Click Yes to continue. Your installation continues without an error related to this warning.


Display 8.3 Template Warning Dialog Box That Might Appear during SAS Package (SPK) File Import

5 Select Next on the About Metadata Connections page.

6 Select SASApp as the target application server on the SAS Application Servers page, and then click Next. If you selected a SAS Server context name other than SASApp, select that name.

7 Select Add on the Source Code Repositories page, and provide the directory name:

UNIX Specifics: SAS-installation-directory/SASFoundation/9.4/sasstp/snamva

Windows Specifics: SAS-installation-directory\SASFoundation\9.4\snamva\sasstp

8 Use the Target menu to select the directory that was just added, and then click Next.

9 Review the Summary page, and then click Next.

10 Confirm that the import process completed successfully, and then click Finish.

Deploy the Imported SAS Stored Processes as a Web Service

After the SAS package file is imported, metadata is associated with the SAS program code for the stored processes in the SAS installation directory. The code for the stored processes can be modified at any time to configure the display of alerts and social


networks on the investigator user interface. However, they are deployed as a web service now, even though the SAS program code can be customized later. To deploy these stored processes as a web service, follow these steps:

1 Use the Folders tab of SAS Management Console to navigate to the folder that was just imported to the /System/Applications/SAS Social Network Analysis/Social Network Analysis 6.1 folder.

2 Select the Template folder, unless it has been renamed. If the folder has been renamed, select the renamed folder. The stored process icons appear in the right pane.

3 Deploy the social network-related web service. Hold down the Ctrl key and click to select the following stored process icons:

n getSocialNetwork

n getSocialNetworkNodeDetails

n growSocialNetworkNode

4 Right-click one of the selected icons and select Deploy As Web Service.

The Deploy As Web Service Wizard starts.

5 On the Web Service Information page, confirm or set the following values:

n Select a value for Web Service Maker URL from the menu.

n Make sure that New Web Service Name is set to the value of TemplateSocialNetworkAnalysis. However, if the folder was renamed to a value such as Healthcare, then the New Web Service Name must be HealthcareSocialNetworkAnalysis.

Note: The web service name is case sensitive. That is, if the Template folder was renamed Healthcare, then the new web service name must be HealthcareSocialNetworkAnalysis. However, if the Template folder was renamed healthcare, then the new web service name must be healthcareSocialNetworkAnalysis.


n The choice of credentials to use does not matter.

Click Next.

6 On the Web Service Keywords and Namespace page, provide the following value for the Namespace field:

http://sas.com/sso/fraud/sna

Click Next.

7 Confirm the settings and then click Finish.

If the deployment completes successfully, one new web service (TemplateSocialNetworkAnalysis) is deployed. You can confirm successful deployment by reviewing the entries under the Configuration Manager within SAS Application Infrastructure at the BI Web Services for Java 9.4 node.


Display 8.4 SAS Management Console Showing Successful Deployment of Services

Add an Investigator Group and Investigators

Access to the SAS Social Network Analysis Server is controlled with explicit ReadMetadata permission on a metadata folder. A metadata folder is created when a SAS package file (SPK file) is imported into metadata (or metadata folders can be created through the SAS Management Console for each analytic domain). The metadata folder contains metadata for the SAS Stored Processes. Users can be added and removed from an investigator group at any time.


Note: Creation of the Investigator Group and the addition of investigator users enables the defined groups and investigators to log on to the SAS Social Network Analysis Server within the permissioned analytic domain. Perform this procedure to complete the installation.

1 Use the User Manager plug-in to SAS Management Console to create a group for the investigators. The group can be named according to the type of activity that the group investigates, or perhaps by geographical location. For example, you might create a group named SNA Investigators.

2 Click the Folders tab and navigate to /System/Applications/SAS Social Network Analysis/Social Network Analysis 6.1/Template. If the folder was renamed when the Template.spk file was imported, then the folder name is different.

3 Right-click the folder icon and select Properties.

4 Select the Authorization tab and click Add.

The Add Users and Groups dialog box appears.

5 Select the group name, such as SNA Investigators, from the list, select the right-arrow icon, and click OK. The Add Users and Groups dialog box closes.

6 Select the group that you just added to the Users and Groups list.

7 In the Effective Permissions area, confirm that the ReadMetadata permission is set to Grant and click OK.

8 Select the Plug-ins tab and use the User Manager plug-in to add investigative users. As each user is added, use the Groups and Roles tab to make the user a member of the investigative group.

To validate the installation, navigate to http://servername:portnum/SASSNA/index.jsp?analyticContext=x&actionableEntityType=y&actionableEntityId=z to verify that SNA is working. In the URL, provide the appropriate values for the following:

n servername

Add an Investigator Group and Investigators 53

n portnum

n x

n y

n z

For example, if you have imported the Template.spk, the values of x, y, and z might be Template, NETWORK, and 000.

Investigative users can belong to more than one investigative group. For example, an investigator can be a member of a group that investigates check fraud and a member of a group that investigates wire fraud. However, when creating and assigning groups, do not nest groups because this is might result in unpredictable results.

See “Installation, Configuration, and Post-Installation Results” on page 8 for a description of what to expect upon logging on to the solution for the first time.


Part 5

Appendixes

Appendix 1Perform Post-Migration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

55

Appendix 1Perform Post-Migration Steps

Understanding SAS Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Perform Migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Understanding SAS Migration

Migration is a process in which your SAS content and configuration from an earlier SAS release is upgraded to run in a later SAS release. When performed successfully, migration attempts to preserve as much of your current content and configuration as possible, reduce the number of manual migration tasks, and minimize system downtime.

SAS provides the following tools to automate most of the tasks necessary to migrate to SAS 9.4:

n SAS Migration Utility

n SAS Deployment Wizard

The SAS Migration Utility is a cross-platform framework and set of SAS product extensions. Its primary purpose is to create a package of content from an earlier SAS version and configuration that the SAS Deployment Wizard uses when it installs and configures SAS 9.4.

The SAS Deployment Wizard is a cross-platform utility that installs and initially configures SAS 9.4 products. The wizard uses the SAS installation data file and deployment plan as its initial input and prompts the customer for the remaining input at

57

the start of the session so that the customer does not have to monitor an entire deployment. During a migration, the wizard reads the migration package created by the SAS Migration Utility and upgrades SAS content and configuration to run in SAS 9.4.

Before you begin a SAS software migration, read and make sure you understand the information in the installation preparation sections of this document, specifically “Prepare for SAS Installation” on page 13. Make sure that you are familiar with requirements and any procedural changes needed as a result of the version 6.1 deployment.

Perform Migration

To migrate from SAS Social Network Analysis Server 3.1(limited release) and from SAS Social Network Analysis Server 6.1 to SAS Social Network Analysis Server 6.1, follow the instructions for migrating in the SAS Intelligence Platform: Migration Guide, located at http://support.sas.com/documentation/cdl/en/bimig/63853/HTML/default/viewer.htm.

Note: No DBA updates are required because the database schemas are the same.

For more information about migration, see SAS note 51181 at http://support.sas.com/kb/51/181.html.

58 Appendix 1 / Perform Post-Migration Steps

http://support.sas.com/documentation/cdl/en/bimig/63853/HTML/default/viewer.htm

http://support.sas.com/kb/51/181.html

http://support.sas.com/kb/51/181.html

Index

A

anonymous web access 32architecture, system 5audience 3

C

configurationDB2 databases 21Microsoft SQL Server 22middle tier 33Oracle databases 17overview 6, 30post-installation for SAS 39PostgreSQLdatabases 19results 8running SAS Deployment

Wizard 32

D

data models 5database administrator 4databases

configuring DB2 databases21

configuring Microsoft SQL Server 22

configuring Oracle databases17

configuring PostgreSQL databases 19

creating tables 42JDBC drivers 24, 35post-installation setup 41

DB2 databasesconfiguring 21

I

installationcreating database user IDs 23overview 6, 30pre-installation requirements

13, 14results 8running SAS Deployment

Wizard 30SAS Intelligence Platform 16

J

JDBC drivers 24, 35

59

JUnit 14

M

Microsoft SQL Serverconfiguring 22

middle tierconfiguration 33

O

Oracle databasesconfiguring 17

P

post-installationcreating database tables 42databases 41deploying stored processes

49importing stored processes

46overview 6results 8SAS Social Network Analysis

Server 46tasks for SAS 39

PostgreSQL databasesconfiguring 19

pre-installation requirements13, 14

R

requirements for pre-installing SAS 13

S

SAS administrator 4SAS Deployment Wizard

running in configure mode 32running in install mode 30

SAS Intelligence Platform 16SAS Social Network Analysis

Serversystem architecture 5

SAS Technical Support 4stored processes

deploying as web service 49importing 46

support 4system administrator 4system architecture 5

T

tablescreating for databases 42

U

user IDscreating for databases 23

60 Index

W

web access, anonymous 32

web servicedeploying stored processes as

49

Index 61

62 Index

sas social network analysis server 6€¦ · part 2 installation preparation 11 ... and performing...

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