Installation Instructions for Hot Fix S72007

Windows for x64

Hot fix S72007 addresses the issue(s) in SAS Forecast Analyst Workbench 5.2 as documented in the Issue(s) Addressed section of the hot fix download page:

http://ftp.sas.com/techsup/download/hotfix/HF2/S72.html#S72007

S72007 is a "container" hot fix that contains the following "member" hot fixes which will update the software components as needed.

S73003  updates  SAS Forecast Analyst Workbench Mid-Tier 5.2
S74007  updates  SAS Forecast Analyst Workbench Server 5.2

Before applying this hot fix, follow the instructions in SAS Note 35968 to generate a SAS Deployment Registry report, then verify that the appropriate product releases are installed on your system. The release number information in the Registry report should match the 'member' release number information provided above for the software components installed on each machine in your deployment.

The hot fix downloaded, S72007pt.zip, includes the updates required for all components listed above on all applicable operating systems. To apply this hot fix on multiple machines, you can either save S72007pt.zip on each machine or save it in a network location that is accessible to all machines.

Do NOT extract the contents of S72007pt.zip. The hot fix installation process will extract the contents as needed.

IMPORTANT NOTES

1. Files delivered in this hot fix will be backed up during the installation process. However, it is good general practice to back up your system before applying updates to software.

2. You must have Administrator Privileges on your CLIENT or SERVER machine.

3. All currently active SAS sessions, daemons, spawners and servers must be terminated before applying this hot fix.

4. This hot fix should be installed using the same userid who performed the initial software installation.

INSTALLATION

The hot fix will be applied using the SAS Deployment Manager. By default, the SAS Deployment Manager will search in the <SASHOME>\InstallMisc\HotFixes\New directory for hot fixes to be applied, but will also prompt for a location if you have downloaded hot fixes to a different directory.

Note: During the hot fix installation process, be sure to deselect the 'Configure SAS hot fix' check box when prompted.

After downloading S72007pt.zip, follow the instructions for applying hot fixes in the SAS Deployment Wizard and SAS Deployment Manager 9.4: User’s Guide.

The hot fix installation process generates the log file

<!SASHOME>\InstallMisc\InstallLogs\IT_date-and-time-stamp.log

Postexec log files are created after the installation is completed and identifies the files that were added, backed up, changed and removed. These log files include the ‘member’ hot fix id in the name of the file and are also written to the <!SASHOME>\InstallMisc\InstallLogs directory. There is one postexec log for each ‘member’ hot fix applied (member hot fixes are listed at the top of these instructions).

The content of this hot fix is listed in the hot fix manifest.

POST-INSTALLATION INSTRUCTIONS

For each product installed, click the link to be redirected to post-installation instructions.

S73003  updates  SAS Forecast Analyst Workbench Mid-Tier 5.2
S74007  updates  SAS Forecast Analyst Workbench Server 5.2

S74007  updates  SAS Forecast Analyst Workbench Server 5.2

Prerequisite:
The SAS services must be running while you are executing this macro. Please ensure that you have executed the one-time DI jobs before running the code mentioned below.

Note: You must execute the macro only once.

For SAS(r) Forecast Analyst Workbench 5.2 hotfix release, the data administrator must execute the following macro through the Code Editor of SAS Data Integration Studio. Please ensure that the user who runs this macro, is a member of "SAS Administrator" group.

%ddcf_faw52_hotfix_mig;

• The following UIART tables are modified for change in the column data type (data type of primary key columns are changed to SERIAL):
  1. plan_hierarchy_node
  2. model_mngmt_enum_filter
• The following UIART table is deleted:
  1. plan_key_details
• The following HPF parameters are added to the  table config.hpf_preferences and config.hpf_preferences_ ( These parameters will get added only if they are not present in the datasets):
  1. hpf_select_endzeros_maxnum
  2. hpf_select_endzeros_maxpct
  3. hpf_select_endzeros_minobs
• The following parameters are added in the software component Forecast Analyst Config 5.2. You can update the default values considering the business requirements.
  1. GL_FM_MEMBERS_DIV_NM: This parameter divides the dimension that contains the maximum members in batches of the size specified to extract the data from SAS Financial Management. For example, if you specify 1000 and the dimension that contains maximum members is PRODUCT. In such case, the PRODUCT dimension members are divided in a batch of 1000 members while extracting data from SAS Financial Management. The default is 1000.
  2. GL_FM_FILTEROPTS_FMQUERY: This parameter is an input to extract the data from SAS Financial Management. The default value is 3. That value that you specify filters the result set. The valid options are:
     • 0: include all crossings (default)
     • 1: exclude missing values
     • 2: exclude zero values
     • 3: exclude missing and zero values
  3. GL_FM_SDM_ETLLDFCT_ACTIONTYPE: This parameter contains information about the input parameter actionType for the SAS Financial Management macro named etlldfct. The possible values are:
     • 1 = replace all (default)
     • 2 = replace matching

Remove all the roles of SAS Visual Analytics from Forecast Analyst user groups and assign the groups of SAS Visual Analytics as mentioned below:

Forecast Analyst Planning Users group:
     Visual Data Builder Administrators

Forecast Analyst Analysis Users group:
     Visual Analytics Data Administrators
     Visual Data Builder Administrators

Forecast Analyst ETL Users group:
     Visual Analytics Data Administrators
     Visual Data Builder Administrators

Forecast Analyst Process Administration Users group:
     Visual Analytics Data Administrators
     Visual Data Builder Administrators

You might want to export the product life cycle relationships that are already present in SAS Forecast Analyst Workbench. In order to export the product life cycle relationships, the data administrator must execute the following code through the Code Editor of SAS Data Integration Studio. (Ensure that the user, who runs this macro, is a member of "SAS Administrator" group):

%include "<<path of the SASMISC folder>>/ddcf_plc_export_act_like_dtls.sas";
%include "<<path of the SASMISC folder>>/ddcf_plc_export_data.sas";
%include "<<path of the SASMISC folder>>/ddcf_plc_export_phase_in_dtls.sas";
%include "<<path of the SASMISC folder>>/ddcf_plc_export_stageout_ddl.sas";
%include "<<path of the SASMISC folder>>/ddcf_plc_export_successor_dtls.sas";
%ddcf_plc_export_data(libout=scratch);

When you execute the code, the following tables are created in the SCRATCH library:

• Stg_phase_in_phase_out_dtls
• Stg_successor_rltn_dtls
• Stg_act_like_rltn_dtls

S73003  updates  SAS Forecast Analyst Workbench Mid-Tier 5.2

Re-build Web Application

In order for this step to execute correctly, the Metadata Server must be running.

1. Invoke the SAS Deployment Manager 9.4

From the SASDeploymentManager directory launch sasdm.exe.
SAS Deployment Manager is installed in the following default location:

<SASHOME>/SASDeploymentManager/9.4

2. Select a language in the Choose Language box

3. Select Rebuild Web Applications

4. Select Configuration Directory or Enter the Configuration Directory and Level that needs to be updated

5. Specify Connection Information, including the sasadm User ID and Password

6. Select SAS Forecast Analyst Workbench Mid-Tier 5.2 as the Web Application to Rebuild

7. Verify the information on the Summary screen and select Start

8. Select Finish when the deployment is complete

This process will update the SAS Forecast Analyst Workbench Mid-Tier 5.2 ear in

<SASCONFIGDIR>/Web/Staging

<SASCONFIGDIR>/Web/Staging/Backup

9. Exit the SAS Deployment Manager 9.4

Re-deploy Web Application

1. Restart all SAS sessions, daemons, spawners and servers.

2. Invoke the SAS Deployment Manager 9.4

From the SASDeploymentManager directory launch sasdm.sh.
SAS Deployment Manager is installed in the following default location:

<SASHOME>/SASDeploymentManager/9.4

3. Select a language in the Choose Language box

4. Select Deploy Web Applications

5. Select Configuration Directory or Enter the Configuration Directory and Level that needs to be updated

6. Specify Connection Information, including the sasadm User ID and Password

7. Check the Allow the application server to stop checkbox

8. Select SAS Forecast Analyst Workbench Mid-Tier 5.2 as the Web Application to Deploy

9. Verify the information on the Summary screen and select Start

10. Select Finish and exit the SAS Deployment Manager when the deployment is complete

Migration instructions for problem loading FAW_TIME_PERIOD [SAS 7611495551]

To create a plan after applying a hotfix:

1. Load multiple time dimensions.
   1. Delete datasets from configuration library.
      Delete the TIME_DIM_HIERARCHY and TIME_DIM_HIERARCHY_LVL tables that are present in CONFIG library.
      Note: Take backup of TIME_DIM_HIERARCHY and TIME_DIM_HIERARCHY_LVL tables before deleting them.
   2. Reload the default TIME dimension.
      Rerun the FAW_0102_LOAD_FORECAST_TIME_DIM job in order to load the default time dimension. You must edit the time_dim_hierarchy and time_dim_hierarchy_lvl tables in config library with the information that meets your business requirement. For more information, see SAS Forecast Analyst Workbench: Administrator’s Guide.
   3. (Optional) Load the custom time dimension.
      In order to load the custom time dimension in addition to the default calendar, perform the steps that are mentioned in the “Adding a Calendar for Collaboration” appendix of the SAS Forecast Analyst Workbench: Administrator’s Guide. You must edit the time_dim_hierarchy and time_dim_hierarchy_lvl tables in CONFIG library with the information that meets your business requirement.
      Note: When you are loading a custom calendar, ensure that you edit the columns of the CONFIG.FORECAST_INTERVAL table to meet your business requirement.

2. Delete all data of SAS Financial Management that is being used for SAS Forecast Analyst Workbench.
   1. Delete all plans through the user interface of SAS Forecast Analyst Workbench for all users.
   2. In the SAS Financial Management, ensure that no cycles are present.
   3. In the SAS Financial Management, delete SAS Forecast Analyst Workbench-specific dimensions.
   4. Ensure that the schema and schema_x_dimension tables from scratch library of SAS Forecast Analyst Workbench are empty.

3. Create StageFM empty datasets in SAS Financial Management.
   1. Delete all tables that are present in the StageFM folder that is present at SAS-configuration-directory\Lev\SASApp\Data\FinancialManagement\StageFM.
      Note: Take backup of the tables that are present at StageFM folder.
   2. Run the ddlstgfm.sas file by providing the parameters in order to create the tables in the StageFM folder. The file is present at \SASFoundation\9.4\finance\sasmacro path. For example,
      

      %let FM_DBCSMULT = 1;
      %ddlstgfm(LIBREF=stagefm, DTTMFMT=DATETIME21., DTFMT=DATE9.);

      Note: The parameter FM_DBCSMULT is a DBCS multiplier. The value should be set based on customer’s environment.

4. Run the jobs that are present in the following folders of the SAS Data Integration Studio to integrate SAS Financial Management with SAS Forecast Analyst Workbench:
   1. /Products/SAS Forecast Analyst Workbench/5.2 Jobs/Wave05 (FM Integration - Initial One Time)
   2. /Products/SAS Forecast Analyst Workbench/5.2 Jobs/Wave06 (FM Integration - Data Loading)

This completes the installation of hot fix S72007 on Windows for x64.

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