Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

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1 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical These instructions describe the process for configuring a SAS Metadata server to work with JMP Clinical. Before You Configure the SAS Metadata Server Terminate all non-essential applications. If the SAS Job Spawner is running as a service, it must be disabled. Disable any anti-virus software that might be running. Step 1: Determine Whether a Connection Profile Has Already Been Configured Click Start>AllPrograms>SAS>SAS Management Console 9.3 to open the SAS Management Console 9.3 software and to ensure that it is connected to the target machine as an Unrestricted user. If your profile has been configured correctly, you should see a window similar to that shown below:

2 2 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

3 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 3 Note: If you see the window above, a connection profile has been configured and you can skip Step 2: Configuring a New Connection Profile and proceed to Step 3: Defining SAS Metadata Users. If you do not see the window above, you must configure the connection profile, as described in Step 2: Configuring a New Connection Profile. Step 2: Configuring a New Connection Profile 1 If no connection profile exists, you might see the SAS Management Console (shown below) instead of the window shown in Step 1: Determine Whether a Connection Profile Has Already Been Configured, p. 1 (above). Click File>Connection Profile... to open the Connection Profile (shown below). 1. Additional information can be found at /HTML/default/viewer.htm#a htm. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

4 4 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click Next to begin. Make sure that the Create a new connection profile radio button is selected. Click OK. Enter a name for your server profile. Check the box to set this profile as your default. Click Next.

5 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 5 Enter the name of the server and its domain. Make sure that the port is specified correctly. (see your SAS installer for details). Enter your User ID and Password. (see your SAS installer for details). Check the Save user ID and password in this profile check box. Click Next. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

6 6 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Review the information in the New Connection Profile window. If correct, click Next to open the SAS Management Console. Proceed to Step 3: Defining SAS Metadata Users. Step 3: Defining SAS Metadata Users Make sure the SAS Management Console is open. Highlight User Manager (circled shown below).

7 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 7 Right-click the User Manager icon and select New>User from the drop-down menu. Enter a user name. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

8 8 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click the Groups and Rules tab. Highlight appropriate role(s) for the user and click the right arrow to add them to the Member of: pane.

9 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 9 Click on the Accounts tab. Click New. Enter the user s operating system domain and ID. Leave the Password field blank. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

10 10 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click OK. The user has been added, as shown below:

11 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 11 Click OK. Return to the SAS Management Console and proceed to Step 4: Configure a Data Library for General Use with JMP Clinical. Step 4: Configure a Data Library for General Use with JMP Clinical Click Data Library Manager, as shown below: Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

12 12 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical The SAS Data Library Manager icon is highlighted (shown below).

13 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 13 Click to expand the Data Library Manager. Right-click on the Libraries folder and select New Library. Scroll to the bottom of the New Library Wizard window and highlight SAS Base Library. Click Next. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

14 14 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Enter JMPC_ROOT as the name for your library. Note: You must enter this name exactly as typed.

15 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 15 Click Browse to specify a location for your library. Click to navigate one level up in the directory. Create a new folder within the Products directory. Name the folder JMPC. Click OK. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

16 16 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click Next.

17 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 17 Highlight SASApp and click the right arrow in the middle of the screen to move it to the Selected Servers: pane. Click Next. Enter JMPCROOT in the Libref box. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

18 18 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click New to open the New Path Specification dialog. Click Browse. If prompted for a user ID, enter the ID of a user specified in Step 3: Defining SAS Metadata Users, p. 6.

19 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 19 Note: You will need to choose a location within the file system of the server that can be shared among all registered users of this metadata server. Every user of this metadata server must be able to both read from and write to this directory. This directory must be large enough to store the metadata for all users and studies. Navigate to the file location that you have chosen. Remember this location must be accessible to all SAS users that were defined in Step 3: Defining SAS Metadata Users, p. 6. Select or create the desired directory. When the path is selected, click OK. Click Advanced Options on the New Library Wizard dialog. Check the Library is Pre-Assigned check box. Select the Pre-Assignment Type to By metadata library engine using the drop-down menu. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

20 20 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click OK to return to the New Library Wizard. Click Next. Review the information. Click Back to make any corrections. If correct click Finished. Your metadata server is now configured to work with JMP Clinical.

21 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 21 Step 5: Testing Your Server To test whether your metadata server has been correctly configured for use with JMP Clinical, you should complete the following: Open JMP Clinical. Click File>SAS Server Profiles>Add Profile to open the Add SAS Server Profile dialog. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

22 22 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Enter a profile name, the server name, and your user ID. You must include domains as needed. Note: The default port is This might have been changed during installation of the metadata server. You should consult the Instructions document generated during the metadata server installation for the specified port. On Windows servers, the default location of this document is C:\SAS\Config\Lev1\Documents\Instructions.html. On UNIX servers, the default location of this document is \SASRoot\Config\Lev1\Documents\Instructions.html, where SASRoot is the location of the SAS installation. Click Run to add the server. Click File>SAS Server Profiles>Select Profile to connect to the server just added.

23 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 23 The JMP Message window shown below surfaces when you have been successfully connected to the server. Open the Add Studies from Folders process from the JMP Clinical Starter window. Enter a name for your study. Step 6: Adding Metadata Libraries to the Metadata Server Once the Server Profile has successfully been created and tested, you can add libraries to the metadata server to be used with JMP Clinical. Open SAS Management Console Click Data Library Manager, as shown below: 1. Refer to Step 1: Determine Whether a Connection Profile Has Already Been Configured and Step 2: Configuring a New Connection Profile for specific instuctions. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

24 24 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical The SAS Data Library Manager icon is highlighted (shown below).

25 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 25 Click to expand the Data Library Manager. Right-click the Libraries folder and select New Library. Scroll to the bottom of the New Library Wizard window and highlight SAS Base Library. Click Next. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

26 26 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Enter a name for your library in the Name field.

27 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 27 Click Next. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

28 28 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Highlight SASApp and click the right arrow in the middle of the screen to move it to the Selected Servers: pane. Click Next. Enter a name for your library reference in the Libref field. This name must consist of eight or fewer characters.

29 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 29 Click New to open the New Path Specification dialog. Click Browse. If prompted for a user ID, enter the ID of a user specified in Step 3: Defining SAS Metadata Users, p. 6. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

30 30 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Navigate to the directory containing the data that you want to include in this library. Highlight the folder containing the data and click OK. Verify that the path is correct and click OK. Click Next.

31 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 31 Click Finish.. The library has been created and is visible under Libraries in the SAS Management Console. Right-click on the new library and select Properties in the drop-down menu. The Properties window appears. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

32 32 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click the Extended Attributes tab.

33 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 33 Click New. Type JMPC_DOMAINTYPE in row 1 of the Field Name column. You must type this exactly as shown. Specify either SDTM or ADAM (depending on the type of domain of the data in this library) in row 1 of the Value column. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

34 34 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Click OK. To verify that the library has been correctly added to the metadata server, complete the following steps: Open JMP Clinical. Make sure that you are connected to the metadata server. Click Add Study from Metadata Libraries.

35 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical 35 The new library should be visible in the correct field (SDTM or ADaM) in the window, as shown below. Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

36 36 Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical The new library is ready for use with JMP Clinical. Note: Registering a study in this manner will enable JMP Clinical to respect metadata server permissions. For instructions on configuring permissions in libraries, you should refer to the SAS 9.3 Management Console Guide to Users and Permissions (located at en/mcsecug/63190/html/default/viewer.htm#titlepage.htm).

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