INSTALLATION INSTRUCTIONS FOR HOT FIX 43MO01 Introduction This document describes the steps necessary to install and deploy the SAS Marketing Optimization 4.3 Hot Fix 43MO01. Please take a moment to read through this entire document before attempting to install the hot fix. There are four parts to this hot fix that must all be completed: Part 1. Installation of updates to the SAS Marketing Optimization Server Part 2. Installation of updates to the SAS Marketing Optimization SMC Plugin Part 3. Installation of updates to the SAS Marketing Optimization Client applications Part 4. Configuration of the SAS Marketing Optimization Server component The hot fix 43MO01 addresses the issues in Release 4.3 of SAS Marketing Optimization software as documented in SAS Note(s): SN-016505 - Unable to promote solution or unable to publish solution will be seen in Marketing optimization SN-017002 - Stored process error when trying to save a scenario in Marketing Optimization SN-017001 - Unable to log into Marketing Optimization or login failed SN-017000 - Unable to login to metadata manager with Sas Management Console Marketing Optimization no response from client SN-016999 - Deleting a scheduled refresh job from the Marketing Optimization client will delete the associated flow in SAS Management Console but will leave the job in Platform scheduler SN-016998 - Metadata manager in SAS Marketing Optimization plugin within Sas Management Console does not open SN-017011 - Duplicate By Variable error in Marketing Optimization when trying to optimize a scenario SN-017179 - Project input data is duplicated if cancel or X used after validating input The hot fix package downloaded is a self extracting executable named 43mo01wn.exe. This executable contains the scripts and supporting files to update the SAS Marketing Optimization Desktop Client, the SMC Plugin, and the Server side uncompiled macros. IMPORTANT NOTE(S): 1. You must have the SAS Marketing Optimization 4.3 Client installed on your system before applying this hot fix. You must also have SAS Marketing Optimization Server 4.3 installed. 2. You must have Administrator Privileges on your CLIENT machine and all currently active SAS Marketing Optimization sessions must be terminated before applying this hot fix. 3. You must install SAS 9.1.3 Service Pack 4 prior to installing this hot fix. 4. This hotfix should be applied only to SAS Marketing Optimization Servers which reside on Unix Hosts, to support connectivity to a SAS Marketing Optimization Client application running on WIN. 5. It is only necessary to install the particular server hot fix contained within 43mo01wn.exe that is applicable to your SAS Marketing Optimization configuration (i.e. you only need to install the Solaris server update if you are running on a Solaris server). INSTALLATION: To install this hot fix launch 43mo01wn.exe. This installer can be launched on any Windows machine, and will extract six individual hot fixes into c:\43mo01. Each individual hot fix installer then needs to be copied to the appropriate machine where the components to be updated are installed. The six individual hot fixes are: • 43mo01s6macros.tar.Z • contains uncompiled macro updates for the Solaris 64bit server • should be installed on a Solaris 64bit Marketing Optimization server • 43mo01r6macros.tar.Z • contains uncompiled macro updates for the AIX 64bit server • should be installed on an AIX 64bit Marketing Optimization server • 43mo01hxmacros.tar.Z • contains uncompiled macro updates for the HPUX for Itanium server • should be installed on an HPUX for Itanium Marketing Optimization server • 43mo01wnmacros.exe • contains uncompiled macro updates for the Windows server • should be installed on a Windows Marketing Optimization server • 43mo01wnplugin.exe • contains SMC Plugin updates for the Windows platform • should be installed on a Windows PC where the SMC Plugin is installed • 43mo01wnclient.exe • contains Desktop Client updates for the Windows client • should be installed on a Windows PC where the Desktop Client is installed Use the instructions below to update the individual components that are applicable to your implementation. PART 1: Installation of updates to the SAS Marketing Optimization Server The server portion of this hot fix consists of updated uncompiled macros. The installer will place the following macros in the appropriate location: mo_copy_scenario.sas mo_edit_optimization_parameters.sas mo_get_metadata_users.sas mo_import_solution.sas mo_login.sas mo_prepopulate_constraints.sas mo_promote_solution.sas mo_register_project_input.sas mo_rename_project.sas mo_rename_scenario.sas For UNIX Servers: NOTE: The instructions for uncompressing the tar file for each UNIX platform is similar. The example below is for the Solaris platform. You will need to replace the filename with the appropriate value for uncompressing the tar file on AIX or HPUX (43mo01r6macros.tar for AIX 64bit or 43mo01hxmacros.tar for HPUX for Itanium). In these instructions, the directory where SAS 9.1.3 (9.1 TS1M3) is installed is /usr/lib/sas913. 1. Locate 43mo01s6macros.exe in c:\43mo01 and transfer this file to the applicable Solaris machine that is running the SAS Marketing Optimization Server. 2. Assuming the compressed tar file resides in the user's HOME directory, follow these steps to install the package. This will install the updated files to the appropriate location on the Solaris server, i.e. /usr/lib/sas913/ucmacros/mktopt. $> cd /usr/lib/sas913 $> uncompress -c $HOME/43mo01s6macros.tar | tar -xf - 3. Execute the script that will update the hot fix installation history file. This script MUST be executed from the !SASROOT directory. $> pwd /usr/lib/sas913 $> install/admin/hotfix/hist_upd For Windows Servers: NOTE: In these instructions, the directory where SAS 9.1.3 (9.1 TS1M3) is installed is c:\Program Files\SAS\SAS 9.1\. 1. Locate 43mo01wnmacros.exe in c:\43mo01 and transfer this file to the applicable Windows machine that is running the SAS Marketing Optimization Server. 2. Launch 43mo01wnmacros.exe. This will initiate the install wizard, which will guide you through the setup process. The setup process will install the updated files to the appropriate location on the Windows server, i.e. c:\Program Files\SAS\SAS 9.1\mktopt\ucmacros. Part 2: Installation of updates to the SAS Marketing Optimization SMC Plugin 1. Locate 43mo01wnplugin.exe in c:\43mo01 and transfer this file to the applicable Windows machine that is running the SAS Marketing Optimization SMC plugin. 2. Launch 43mo01wnplugin.exe. This will initiate the install wizard, which will guide you through the setup process. Part 3: Installation of updates to the SAS Marketing Optimization Client applications 1. Locate 43mo01wnclient.exe in c:\43mo01 and transfer this file to the applicable Windows machine(s) that is(are) running the SAS Marketing Optimization desktop client. 2. Launch 43mo01wnclient.exe. This will initiate the install wizard, which will guide you through the setup process. Part 4: Configuration of the SAS Marketing Optimization Server component If you have installed this hot fix on an existing installation of SAS Marketing Optimization 4.3 with existing users defined, you must complete the following steps in order to configure your installation to comply with changes implemented in the hot fix. IMPORTANT NOTE: If you have installed this hot fix on a new installation of SAS Marketing Optimization 4.3, please proceed to and review the section below entitled “Changes to Installation Instructions for SAS Marketing Optimization 4.3" before completing your installation. 1. Locate your SAS Marketing Optimization configuration files on the Server machine (e.g., C:\MO4\config on Windows). You configured these files during your initial SAS Marketing Optimization 4.3 installation. 2. Start the Object Spawner by executing the following command, where is the location of the objspawn.cfg found in the previous step, and is the location of the local SAS install directory. You must start the object spawner with an administrator or system account. For more information on the required user rights, see http://support.sas.com/rnd/itech/doc9/admin_oma/sasserver/startserv/sp_suwin.html. "\objspawn.exe" -configfile "\objspawn.cfg" Note that the "-nosecurity" option has been removed from this command. If you use a *.bat file to start the object spawner, edit the file to remove this option. This is the command you should use to start the object spawner from this point forward. Example: "C:\Program Files\SAS\SAS 9.1\objspawn.exe" -configfile "C:\MO4\config\objspawn.cfg" 3. Start the SAS/SHARE server, as you have in the past, by executing the following command where is the location of the shrauto.sas file found in 1., and is a place where the SAS/SHARE server can log its output: "\sas.exe" “\shrauto.sas” -log “\shrsrv.log” -logparm "open=append rollover=auto" -awstitle "SAS ShrSrv" -nosplash –noterminal 4. Start an interactive SAS session by issuing the following command where is the location of the autoexec.sas file. This file is typically in the same location as the configuration files listed above: \sas.exe -autoexec \autoexec.sas 5. This hot fix requires that all users defined to MO have user accounts defined to the SAS Server. These are user accounts that will be authenticated by the Server. You will first need to add a new column to the MOMETA.USERS data set called authenticated_username. This column will be created automatically for new installations but needs to be created manually for existing installations where this data set already exists. To add the new column, submit the following code in a SAS Program Editor: data mometa.users; set mometa.users; length authenticated_username $ 32 ; run; 6. In the SAS Explorer window, open the SAS Library allocated by the autoexec called MOMETA. 7. Open the Users data set in this library and set Edit mode by selecting Edit - Edit Mode from the menu bar. 8. Edit the Users data set to change the existing MO usernames to corresponding user accounts defined to the Server: a. Edit the values in the username column to actual user accounts that are defined to the Server. Replace any slashes “\” with underscores “_”, e.g. "_". At a minimum, you should have the “moadmin” account registered that needs to be changed to a valid userid on the Server. b. Remove any values in the password column because these will no longer be stored in this data set. c. In the authenticated_username column you created, add the username for each user in the proper form, including slashes, e.g. "\". d. Repeat these steps for any users registered in this data set. e. When finished, save and close the data set. 9. In the same MOMETA library, open the Properties data set in Edit mode. 10. Select Edit - Add Row to add a new record. Enter SERVER_PLATFORM in the Key column and WINDOWS in the Value column. The attributes must be in all capital letters as shown. When finished, save and close the data set. You may also close the interactive SAS session. 11. Locate the projects directory for your SAS Marketing Optimization installation on the Server (e.g., C:\MO4\projects). You configured this directory during your initial SAS Marketing Optimization 4.3 installation. A subdirectory is created for each user defined to this installation. Rename these user directories to reflect the new username values defined in the MOMETA.USERS data set. For example, rename C:\MO4\projects\moadmin to C:\MO4\projects\_. This completes the installation and configuration of hot fix 43MO01 on Windows. Changes to Installation Instructions for SAS Marketing Optimization 4.3 Components in SAS Marketing Optimization 4.3 affected by this Hot Fix require changes to the installation instructions provided with the software. Please make note of the following changes before proceeding with your installation and configuration. These changes refer to steps listed in the "Configure SAS Marketing Optimization Server Software" section of your install documentation. • Step 5: Start the Object Spawner. You must start the object spawner with an administrator or system account. For more information on the required user rights, see http://support.sas.com/rnd/itech/doc9/admin_oma/sasserver/startserv/sp_suwin.html. Start the object spawner with the following command: "\objspawn.exe" -configfile "\objspawn.cfg" Note that the "-nosecurity" option has been removed from this command. • Step 8: Create a Marketing Optimization administrative user definition. Note that the username must be a userid that is defined to the Server and will authenticate on the Server. In addition, you do not need to provide a password. Omit the password parameter. • Step 9: Log In. Log in using the username provided in Step 8 and the password associated with this account on the Server.