Migrating or Promoting users
In this article you will find the step by step procedure to
migrate user from one environment to other in SAS 9.4. In this tutorial I have
migrated users from Test Environment to Production Environment. Here I am doing
partial promotion as only user is migrated. For partial promotion, we can do
using Export SAS Package, Import SAS Package wizards and batch tools. In this
tutorial I have used Export/Import SAS package method. Let’s start the
tutorial.
In Test Environment – Exporting SAS Package
Open SAS Management Console, and click on the Folders tab. Expand
the folder System. Inside the System
folder you will find a folder named as Security
(white in color) where all the security related objects like Access Control
Template, Authentication Domains, Roles, User Groups and User.
Tip: While migration, you will always wonder which object to
migrate first. Always remember to migrate as in the folder hierarchy. See the
below image.
 |
| Security Folder in SAS 94 |
In above image, ACT is in the higher hierarchy so it should
be migrated first then authentication domain then roles to users groups to
users.
Step 1: Right click on the Security folder and click on Export SAS Package.
Step 2: Specify the location where you need to store the
.spk file (export file). Give a name to the package, by default it will be
saved as Package1.spk.
As we are going to migrate users alone, click the filter
button in the same window. Select only user as shown in below image.
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| Filtering only User |
Step 3: In the next window, you will the list of available
user object. You can further filter by selecting only the user object you need.
Click next after selecting the required user object.
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| Select the user which you want to migrate |
Step 4: It is summary window. It shows you how many object
are exported and where the export package is located in your local PC.
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| Export package summary |
Step 5: You can also see the logs which will contain
detailed information of the object you exported. It is better to copy and paste
the log contents in notepad for future reference.
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| Save the log file for Export package |
In Production Environment – Importing SAS Package
Step 1: Go to /system/Security. Right click on Security and
select Import SAS Package
 |
| Import SAS Package |
Step 2: In Import SAS Package Window, browse and select the package
you exported. You will need to check ‘Include
access control’ if you didn’t migrate them before.
Click on the New Objects Only and click next.
 |
| Import SAS package - All object or New Object |
Step 3: Will list the all the users that you are about to
migrate.
Note: If you get Red color exclamation mark near the user icon, it means the object will be
overwritten.
Step 4: Then finish the final steps for the migration to take place.
Some pre-requisite
You should be an unrestricted user.
Migration should happen in the order ACT -> Authorization
Domain -> Role -> User Group -> Users to avoid dependency conflict.
Keep both import and export log. They will explain where you
have messed up.
You cannot do these same steps in earlier version like SAS
9.2 and SAS 9.3. However, in some version of SAS 9.3 (as per SAS support) you
have this virtual security folder but I worked only in SAS 9.2 and SAS 9.4.
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