Review Project Plans

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Installation and setup will be faster and easier if you proceed according to a detailed project plan. For an overview of warehouse project plans, see "Planning a Data Warehouse" on page 25 and "Planning Security for a Data Warehouse" on page 26.

Plan Your Change-Managed Metadata Repositories

SAS ETL Studio enables you to create metadata objects that define sources, targets, and the transformations that connect them. These objects are saved to one or more metadata repositories. After a metadata server has been installed and started, one of the first tasks that an administrator must do is define one or more metadata repositories that are associated with the server.

Your data warehouse project plan should identify the metadata repositories that are required for your data warehouse. Typically, your metadata repositories will be under change management. Change management enables multiple SAS ETL Studio users to work with the same metadata repository at the same time—without overwriting each other's changes.

For the example data warehouse, the following metadata repositories must be created:

• A foundation repository where all metadata about the example warehouse will be stored. This repository will be under change management control. The repository will be named Foundation.

• A set of project repositories, one for each SAS ETL Studio user. Each project repository depends on (inherits metadata from) the foundation repository. Each project repository enables a user to check metadata out of the foundation repository. After changes are made to checked-out objects, or new metadata objects are added, the new or updated metadata is checked into the foundation repository. For the data warehouse example, each project repository will have a name such as Project: etlUser1.

For details about setting up change-managed repositories for SAS ETL Studio, metadata administrators should see the SAS ETL Studio chapter in the SAS Intelligence Platform: Planning and Administration Guide. In general, an administrator uses SAS Management Console to define a change-managed repository (such as a foundation repository) and one or more project repositories that depend on the change-managed repository. The administrator designates a SAS ETL Studio user as the owner of each project repository. Administrators with the appropriate privilege can update a change-managed repository directly, without having to work with a project repository.

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