General Tasks for SAS Code Transformation Templates

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Using a SAS Code Transformation Template in a Job

See "Example: Using a SAS Code Transformation Template in a Job" on page 155.

Identifying a SAS Code Transformation Template

SAS provides a number of SAS code transformation templates in the Process Library tree. Perform the following tasks to identify a transformation as a SAS code transformation:

1. From the SAS ETL Studio desktop, display the Process Library tree.

2. Open the folders to display the transformations. Right-click a transformation to display a pop-up menu. SAS code transformations have two unique pop-up menu options: Edit Source and Transformation Export.

The Edit Source option enables you to edit the SAS code for the selected transformation. For details about transformation export, see "Importing and Exporting SAS Code Transformations" on page 128.

Importing and Exporting SAS Code Transformations

The Transformation Generator wizard enables you to save a SAS code transformation in one of two ways. First, you can save it as a metadata object in your metadata repository. Such a transformation is said to be imported because it is ready for use in a SAS ETL Studio job. Second, you can save a SAS code transformation as an XML file. Such a transformation is said to be exported because it is not available for use in jobs. The export feature enables you to create a custom transformation template and make it available to SAS ETL Studio users who are using different metadata repositories.

The following sections explain how to export a transformation at the time you define it, how to export a transformation that is currently registered in your metadata repository, and how to import a transformation from an XML file and register it in the current metadata repository.

Exporting a SAS Code Transformation

As previously described, you can export a SAS code transformation at the time you create it or at a later time.

Perform these steps to export a new transformation when you are creating it:

1. Create the transformation using the Transformation Generator wizard, as described in "Example: Creating a SAS Code Transformation Template" on page 120.

2. In the Transform Options window, select Save transform to a local file, and enter a filename in the File text box. When you have finished running the wizard, the SAS code transformation is saved in XML format in the file you specified.

Perform these steps to export a transformation that already exists in your metadata repository:

1. Select the SAS code transformation in the Process Library tree.

2. From the SAS ETL Studio desktop, select Tools Transformation Export from the menu bar. The Export Transform window displays.

3. Enter a filename for the XML file in the File name text box.

4. Click to export the transformation.

Importing a SAS Code Transformation

Perform these steps to import a SAS code transformation that has been saved in an XML file:

1. From the SAS ETL Studio desktop, select Tools Transformation Import from the menu bar. The Transformation Importer window displays. Build a list of XML files to import by performing the following steps one or more times.

2. Click . An Import Transform window appears.

3. Browse for and select an XML file that represents a transformation, and click .

4. Click in the Transform Importer window to import the transformations.

Controlling Access to a SAS Code Transformation

As described in "Planning Security for a Data Warehouse" on page 26, administrators should develop a security plan for controlling access to libraries, tables, and other resources that are associated with a data warehouse. Part of the security plan might be to allow only certain users to use a SAS code transformation. This security must be set up using SAS Management Console.

Perform these steps to apply security to a SAS code transformation:

1. Start SAS Management Console. Open the metadata profile that contains the SAS code transformation for which access privileges must be defined.

2. Select Environment Management Authorization Manager Resource Management By Type Prototype from the navigation tree.

3. In the Prototype list, select the transformation for which you want to provide security, then select File Properties from the menu bar. The properties window for the selected prototype displays.

4. From the properties window, click the Authorization tab.

5. Use the Authorization tab to define security for the transformation. Click the button on the tab for details.

Deleting Folders for SAS Code Transformations

As described in "Transformation Generator Wizard" on page 112, when you create a SAS code transformation template, you can specify a folder for that template in the Process Library tree. For example, in Display 9.12 on page 113, the UserDefined folder in the Process Library will contain a subfolder, Reports, which will contain the SAS code template, PrintHittingStatistics.

You cannot directly delete a folder that contains SAS code transformation templates. You must delete the templates in the folder, then exit SAS ETL Studio. The next time that you open the Process Library, the folder will be gone.

Perform these steps to delete a folder that contains SAS code transformation templates:

1. In the Process Library tree, delete all SAS code transformation templates in the folder. To delete a template, select its icon, then select Edit Delete from the menu bar. (You cannot delete Java transformation templates.)

2. Exit SAS ETL Studio.

3. Start SAS ETL Studio and view the Process Library tree. The empty folder is no longer in the Process Library tree.

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