SAS® Insurance

Intelligence Solutions

Installation Guide
for DDS

Edition 3.2 Release B 1.0

© 2006 SAS Institute Inc.

 Usage Agreement
Company means the legal entity represented by
its employees accepting the enclosed material.
SAS Institute Inc. and its subsidiaries do not
guarantee and shall not take any responsibility for
the success or failure of a project due to the use
of all or parts of the SAS® Insurance Intelligence
Solutions. It remains the sole responsibility of the
Company’s project manager and project team
members to utilize the SAS® Insurance
Intelligence Solutions material, to plan and to
manage project activities for a Company’s client.
SAS Institute Inc. and its subsidiaries shall not be
liable for failure of a project, any lost profits, or
other incidental, direct or indirect damages
resulting from such a project, through use of the
SAS® Insurance Intelligence Solutions and SAS®
Insurance Intelligence Solutions material.
SAS Institute Inc. and its subsidiaries do not
guarantee that the materials in this reference
manual are correct. If errors are found, SAS
Institute Inc.’s local subsidiaries should be notified
in writing.
SAS Institute Inc. or its subsidiaries do not offer
technical support for the SAS® Insurance Intelligence
Solutions or the use of the SAS® Insurance
Intelligence Solutions. The SAS® Insurance
Intelligence Solutions and any SAS® Insurance
Intelligence Solutions material are and will remain
the exclusive copyrighted property of SAS Institute
Inc. The Company is granted a non-transferable,
non-exclusive and gratuitous right to use the SAS®
Insurance Intelligence Solutions and SAS® Insurance
Intelligence Solutions material in any project where
Company is involved.
In the event the SAS® Insurance Intelligence
Solutions has become obsolete due to major product
developments, SAS Institute Inc.’s subsidiaries have
the right to request the Company to stop using the
SAS® Insurance Intelligence Solutions and SAS®
Insurance Intelligence Solutions material in future
projects. The Company agrees to adhere to this
request and discontinue using the SAS® Insurance
Intelligence Solutions and SAS® Insurance
Intelligence Solutions material.

The correct bibliographic citation for this manual is as follows:

SAS Institute Inc., SAS® Insurance Intelligence Solutions, Cary, NC: SAS Institute Inc., 2006.
14 pages.

SAS® Insurance Intelligence Solutions

Copyright 2006 by SAS Institute Inc., Cary, NC, USA.

All rights reserved. Printed in India. No part of this publication may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise,
without the prior written permission of the publisher, SAS Institute Inc.

Restricted Rights Legend. Software and accompanying documentation are provided to the U.S.
government in a transaction subject to the Federal Acquisition Regulations with Restricted Rights. Use,
duplication, or disclosure of the software by the government is subject to restrictions as set forth in FAR
52.227-19 Commercial Computer Software-Restricted Rights (June 1987). The Contractor/Licensor is
SAS Institute Inc., located at SAS Campus Drive, Cary, North Carolina 27513.

SAS Institute Inc., SAS Campus Drive, Cary, North Carolina 27513.

1st printing, April 2006

SAS® and all other SAS Institute Inc. product or service names are registered trademarks or trademarks
of SAS Institute Inc. in the USA and other countries. ® indicates USA registration

ii SAS® Insurance IS 3.2 Release B 1.0 © 2006 SAS Institute Inc.

 Conten

Contents
Preface.......................................................................................................................................................... v
Purpose..................................................................................................................................................... v
Who Should Read This Document.......................................................................................................... v
Contents of This Document..................................................................................................................... v
Conventions.............................................................................................................................................. v
Part I. Installation Guide for Setting up Insurance DDS.....................................................................1
1. Introduction........................................................................................................................................... 2
2. Pre-requisite Software.......................................................................................................................... 3
3. Package Contents................................................................................................................................. 4
4. Installation Steps for Insurance DDS.................................................................................................. 5
4.1 Server Installation............................................................................................................................. 5
4.1.1. Installation................................................................................................................................. 5
Configure the autoexec.sas File.............................................................................................. 5
Configure the Workspace Server.................................................................................................. 6
4.2 Client Installation............................................................................................................................... 8
4.2.1. Importing Metadata.................................................................................................................... 8
5. Language/OS Specific Customization.............................................................................................. 14

Figures
Figure 1 Folder Structure for Insurance DDS...................................................................................5
Figure 2 SAS Management Console................................................................................................ 6
Figure 3 Workspace Server Properties............................................................................................7
Figure 4 Testing the Connection...................................................................................................... 8
Figure 5 Components Import Wizard (Window – 1).........................................................................9
Figure 6 Components Import Wizard (Window – 2).......................................................................10
Figure 7 Components Import Wizard (Window – 3).......................................................................10
Figure 8 Components Import Wizard (Window – 4).......................................................................11
Figure 9 Components Import Wizard (Window – 5).......................................................................11
Figure 10 Components Import Wizard (Window – 6).......................................................................12
Figure 11 Inventory Tab (Imported Libraries Are Highlighted).........................................................12
Figure 12 Custom Tab (Imported Folders, Tables and Jobs Are Highlighted).................................13

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Installation Guide for

i SAS® Insurance IS 3.2 Release B 1.0 © 2006 SAS Institute

 Prefa

Preface
Purpose
SAS® Insurance Intelligence Solutions, Edition 3.2 contains best practices, industry-specific data and
analytical models, and templates. This document describes the steps to be followed to set up Insurance
DDS. This includes both server side and client side installation instructions.

Who Should Read This Document

This document should be read by Solutions Specialists, Application Developers, and Warehouse
Consultants in the service provider project team, and the Application Developers and Warehouse
Consultants in the customer project team.

Contents of This Document

This document contains one part that describes the complete procedure for setting up the SAS®
Insurance Detail Data Store (DDS).

It describes the server side installation needed for the SAS® Insurance DDS. This includes
creating actual physical folders on the server and configuring the Workspace server for the SAS ®
Insurance DDS.

It also describes the client side installation, which will import the metadata for all the datasets, jobs,
groups, and libraries into the Data Integration Studio environment.

Conventions
The typographic and usage conventions of this guide are as follows:

Italics
Item Italicized
Usage font is used within text for the values of fields that are typed in/entered
or selected in the UI. Italicized font is also used for book titles, new terminology,
emphasis, and values of configuration options.

Bold Bold font is used within text for key names, key combinations, key sequences,
menu items, commands on menus, buttons, and various screen elements.

Monospace Monospace font is used within text for sample code and code listings, API and
language elements (such as function names and class names), file names, path
names, directory names, table names, column names, macro names and HTML
tags.

MonoItalics MonoItalics font is used within text to indicate variable placeholders

in angular brackets.

Note: Text in a gray box indicates a point of particular interest or that special notice should
be given to the text that follows.

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Installation Guide for

v SAS® Insurance IS 3.2 Release B 1.0 © 2006 SAS Institute

Part I. Installation Guide for
Setting up Insurance
DDS
Installation Guide for

1. Introduction
This document outlines the process of setting up Insurance DDS in Data Integration Studio. It details the
installation procedure in a step-by-step manner.

This document does not describe the installation procedure for software components that are a
prerequisite for this installation. Prior to commencing the setup procedure for SAS® Insurance Intelligence
Solutions, please ensure that the software components detailed in the section Pre-requisite Software
have been successfully installed.

The list of acronyms used in the document is given below:

Acronym Description
ETL Extract Transform and Load
SMC SAS Management Console
DDS Detail Data Store
IIS Insurance Intelligence Solutions
XML Extensible Markup Language
DIM Dimensions

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 Part I. Installation Guide for Setting up Insurance
Pre-requisite Software

2. Pre-requisite Software
The SAS® software that require to be installed prior to the installation of the DDS Pack of SAS® Insurance
Intelligence Solutions are listed below:

Software Version
®
SAS Enterprise BI Server 9.1.3
(On server)
SAS® Data Integration Server 9.1.3
(On server/client)

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Installation Guide for

3. Package Contents
The installation package for SAS® Insurance DDS contains the following files as listed in the table below:

File Name Description

iis3.2b1.0_dds_install.zip To be installed on the Windows server.
Contains all macros, formats, physical folders
for libraries, and the autoexec.sas file.
iis3.2b1.0_client.zip To be installed using the Data Integration
Studio client.
Contains Metadata for DDS datasets, Control
jobs, Custom groups and Libraries, which are
exported in XML format. It also contains Data
Integration Studio Plug-ins (JAR file) to import
the metadata into Data Integration Studio
environment.

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 Part I. Installation Guide for Setting up Insurance
DDS

4. Installation Steps for Insurance DDS

4.1 Server Installation
4.1.1. Installation
Note: For installing any SAS® Insurance Intelligence Solutions, it is recommended that the
name of the SAS® Application Server Context be set to SASMAIN. This document assumes that
The procedure to install Insurance DDS on Windows is as follows:
the name given to the Application Server Context is SASMAIN.
1. Extract the iis3.2b1.0_dds_install.zip file to the Data folder in the SASMAIN
folder, which exists under the SAS Installation folder. The files are extracted to a folder
called iisdata, as shown in the following image.

If the folder named Data does not exist under SASMAIN, create one before performing the
unzip operation.

Note: The file could be unzipped

Figure 1 atFolder
another location;
Structure forhowever, theDDS
Insurance benefit of having the
folders under SASMAIN is that relative paths can be provided for library references in Data
Integration Studio and in the autoexec.sas file.

Note: If the iis3.2b1.0_dds_install.zip file is unzipped under SASMAIN/Data,

please skip this step.

Configure the autoexec.sas File

The delivery package includes the autoexec.sas file under the Data/iisdata folder. All
the paths specified in the autoexec.sas file are relative to the server context (SASMAIN).

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Installation Guide for

If the location of the folders is other than SASMAIN/Data, replace all relative paths with absolute
paths as shown in the example below:

Relative path:
/*Libref pointing to the folder where DDS datasets are located*/
Libname DDS "Data/iisdata/dds";

Absolute path (example only):

/*Libref pointing to the folder where DDS datasets are located*/
Libname DDS "C:\SAS\IISSERVER\Lev1\SASMAIN\Data\iisdata\dds";

Configure the Workspace Server

Some changes are required to be made to the Workspace Server options to make it work
in the Insurance DDS environment. This is done through the SAS Management Console
(SMC). The procedure is as given below:

1. Open SMC. Create a new profile by specifying an appropriate name, say Insurance DDS
and providing necessary connection information (Machine, Port, User ID, and Password).
2. In SMC, expand Server Manager € SASMAIN € SASMain - Logical
Workspace Server € SASMain - Workspace Server, as shown below.

Figure 2 SAS Management Console

3. Right-click SASMain - Workspace Server and click Properties.

4. On the Options tab, type the following in command text:
sas -config "c:\SAS\IISServer\Lev1\SASMAIN\sasv9.cfg" -autoexec
"C:\SAS\IISServer\Lev1\SASMAIN\Data\iisdata\autoexec.sas" -logparm
"rollover=session" -log "C:\SAS\IISServer\Lev1\SASMAIN\
WorkspaceServer\logs\workspace#Y.#m
.#d_#H.#M.#s.log"

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 Part I. Installation Guide for Setting up Insurance
DDS

Note: Make changes to the paths, so as to point to the actual location of the files on
the server. Absolute path needs to be specified.

Figure 3 Workspace Server Properties

5. Click OK and test the workspace server connection as shown in the following figure. If it
gives an error, you may have incorrectly set the paths in the previous step or in the
autoexec.sas file (in SASMAIN/Data/iisdata).

Note: Please restart the Object Spawner from Administrative Tools€Services on the
server before proceeding to the next step.

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Installation Guide for

6. Right-click the connection and click Test Connection.

Figure 4 Testing the Connection

7. Troubleshooting tips:
If the connection is not successful then please carry out the following steps to find the
source of the problem.

 Check the path specified for various parameters in the command line of Workspace
Server.
 Check the paths in the autoexec.sas file (under Data/iisdata on server).
 Try running the file iis_customize_parameters.sas in Data Integration
Studio source editor. The file is located under Data\iisdata\
customiseableparameters.

Note: To install the client part please follow the instructions under the section
Client Installation.
4.2 Client Installation
4.2.1. Importing Metadata
Unzip the iis3.2b1.0_client.zip file to any location that can be referred to later
during installation. This location will be referred to as <Unzip path> throughout this
document.

1. Close the Data Integration Studio environment if it is open.

2. Copy the file Metadata_Import_914_V1.2.jar file from <Unzip
path>/Package/Import Tool and paste it in the Data Integration Studio plugins
folder typically found under the Data Integration Studio installation directory.

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 Part I. Installation Guide for Setting up Insurance
DDS
3. Start Data Integration Studio. An icon for Components Import Wizard will appear on the
shortcuts window, to the left of Data Integration Studio screen as shown in the following
figure. Optionally, import can be run from Tools € Components Import Wizard.

Utility for importing Folders, Libraries, Tables, and Jobs Meta

Figure 5 Components Import Wizard (Window – 1)

4. Run Components Import Wizard using any of the above mentioned methods.
5. A welcome screen will appear. Click Next.
6. In the Solution Directory field specify the path to the package (<Unzip path>).

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Installation Guide for

7. Select the Repository in the Choose Repository dropdown box (default is Foundation) and
then click Next.

Figure 6 Components Import Wizard (Window – 2)

8. Click Yes on the pop-up message that appears on clicking Next.

9. The following window will appear. You can expand the folders to view the items within it.

Figure 7 Components Import Wizard (Window – 3)

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 Part I. Installation Guide for Setting up Insurance
DDS
10. Click to select the objects that need to be imported, such as Groups, Jobs, Libraries, and Tables.
Then click > to move them to the right pane of the window. To select all objects of a specific
type, click the object type and move it to the right. The right pane of the screen will have all the
selected items as shown below.

Note: In Insurance DDS

Figure 8 all the Components
objects and items should
Import necessarily
Wizard (Window be
– 4)imported in a single
import.

11. Click Next. The following screen will appear which will show the selected objects in their
respective tabs.

Figure 9 Components Import Wizard (Window – 5)

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Installation Guide for

12. Click Next. When the following screen appears, click Finish.

Figure 10 Components Import Wizard (Window – 6)

If any window requesting for server details appears, select SASMAIN (or as required) and proceed.
If the imported objects are not seen, then right-click Repositories and click Refresh.

After the metadata is imported the Data Integration Studio Environment will have following objects.

Libraries:

Library Libref Relative Path

Control Data Control Data/iisdata/control
Detailed Data Store Dds Data/iisdata/dds
Format format Data/iisdata/format

Figure 11 Inventory Tab (Imported Libraries Are Highlighted)

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 Part I. Installation Guide for Setting up Insurance
DDS
13. Click the Custom tab to view the folders and jobs as shown in the following image.

Figure 12 Custom Tab (Imported Folders, Tables and Jobs Are Highlighted)

This completes
Note: The FoldertheC]installation
DETAILED of the
DATAInsurance
STORE DDS.
contains all the DDS (main, reference,
analytical results) tables.

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 Installation Guide for

5. Language/OS Specific Customization

The format dataset (fmtlist) and catalogue ported with the SAS® Insurance DDS pack were created in
SAS English, with Windows 32 bit Operating System.

If the Insurance DDS is installed on a machine having other than the above mentioned configuration then
there is a possibility of SAS not being able to read the formats catalogue. In such cases please follow the
steps given below.

1. Export
Note: the
Theformat
problem library from
could alsothe machine
arise having SAS
if the Insurance English,
DDS with
is to be Windows
installed on 32 bit Operating
Windows 64 System
tobits
a transport file
environment. (.tpt) format. Use following SAS procedure for this purpose.

proc cport library=”Libname” file=”Fileref”;

run;

Where,

Libname is the library name pointing to the format folder under Data/iisdata.
libname <Libname> "<path>/Data/iisdata/format";

Fileref is reference to the transport file (.tpt) for formats catalogue.

filename fmtexp "<path>/fmtexp.tpt";

2. Import the format library to the environment with different OS or SAS installation with a language other
than English.

proc cimport library=<Libname> infile=<Fileref>;

run;

Where,

Libname is the library name pointing to the format folder under Data/iisdata.
libname <Libname> "<path>/Data/iisdata/format";

Fileref is reference to the transport file (.tpt) for formats catalogue.

filename fmtexp "<path>/fmtexp.tpt";

1 SAS® Insurance IS 3.2 Release B 1.0 © 2006 SAS Institute