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SAS/ACCESS
9.1
Interface to BaanUsers Guide
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The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2004.S A S / A CC E S S 9.1 Interface to Baan : Users Gu ide. Cary, NC: SAS In stitute In c.
SAS/ACCESS 9.1 I n te r fac e to Baan : Us e r s G u i d e
Copyright 2004, SAS Institut e In c., Cary, NC, USA
ISBN 1590472012
All rights reserved. Pr oduced in t he U nited Sta tes of America. No part of this publicationmay be reproduced, stored in a retrieval system, or transmitted, in any form or by anymeans, electronic, mechanical, photocopying, or otherwise, without the prior writtenpermission of the pu blisher, SAS Institut e Inc.
U .S . G o v e rn m e n t R e s t r i c t e d R i g h t s N o t i c e . Use, duplication, or disclosure of thissoftware and related document ation by th e U.S. government is subject to the Agreementwith SAS Inst itute and the restrictions set forth in FAR 52.22719 Commercial ComputerSoftware-Restricted Rights (June 1987).
SAS Institut e Inc., SAS Ca mpus Drive, Cary, North Carolina 27513.
1st pri nt i ng, J a nua ry 2004
SAS Publishing provides a complete selection of books and electronic products to helpcustomers use SAS software to its fullest potential. For m ore information about oure-books, e-learning products, CDs, and hard-copy books, visit the SAS Publishing Web sitea t s u p p or t. s as . c om/ p u b s or call 1-800-727-3228.
SAS and all other SAS Institute Inc. product or service names are registered trademarksor trademarks of SAS Institute Inc. in the USA and other countries. indicates USAregistration.
Ot he r bra nd a nd product n a me s a re re gist e re d t ra de ma rks or t ra de ma rks of t he irrespective compa nies.
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Contents
Chapter 14
How to Use This Document 1
Using This Document 1Audience 1
Chapter 24
Overview 3
Introduction 3
Pr oduct Overview 3
Inter face Definition 3
Chapter 3 4 Using the SAS/ACCESS Interface to Baan as a Stand-Alone Product 5
Using the SAS/ACCESS Interface to Baan 5
Chapter 44
Using the SAS/ACCESS Interface to Baan as a SAS/WarehouseAdministrator Add-In 17
Introduction 17
Installation 17
Importing a Baan Exchange Scheme - Overview 18
Importing the Metadata 19
Interpreting the Metadata 28
Defining the Process 29
Working with Changed Data 31
Appendix 1 4 Default SAS Formats and Informats 37
SAS F ormat s a nd Informat s used with the SAS/ACCESS Interface to Baan 37
Appendix 24
Baan Exchange Module Session Codes 39
Using Baan Exchange Module Session Codes 39
Appendix 3 4 Recommended Reading 41
Recommended Reading 41
Glossary 43
Index 47
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iv
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1
C H A P T E R
1
How to Use This Document
Using T his Docum ent 1
Audience 1
Using This Document
S A S / A CC E S S 9.1 Int erface to Baa n: Users Guid e describes the SAS/ACCESS
Interface to Baan. It provides primary support for the SAS/ACCESS 9.1 Interface toBa a n .
Audience
This document is intended for applications programmers and other users who are
comfortable with their own operating environment and are reasonably familiar witheither SAS or with Baan . It is assumed t hat users are completely unfamiliar with using
both of the systems together. The glossary provides definitions of terms that might benew to a user who is un familiar with either system.
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2
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3
C H A P T E R
2
Overview
Introduction 3
Product Overview 3
Interface Definition 3
Introduction
This chapter is a brief introduction to the SAS/ACCESS Interface to Baan
application. For further information, consult the references that are listed inRecommended Reading on page 41 or your SAS Support Consu ltant .
Product Overview
The SAS/ACCESS Interface to Baan is a pr oduct that enables you to use Baan data
to populate SAS software. After the Baan data is in a format that is recognized by SAS,
you can perform analysis on the data using various SAS products that are available forinform at ion delivery.
Interface Definition
The SAS/ACCESS Interface to Baan enables you to use Baan data to populate SAS
data formats. The process for importing Baan data into SAS uses the XCH (Exchange)
module from Baan Utilities. With this tool, you can create a flat file (ASCII) thatconta ins data from the Baa n database. This flat file is t hen imported into SAS using
the SAS/ACCESS Interface to Baan. After t he initial setup ha s ta ken place, th e Baan
export and SAS import processes need to be run periodically in order to synchronize thedata between Baan and SAS.
The following figure shows the process of passing data from Baan to SAS using the
Baan Exchan ge util ity an d SAS/ACCESS Interface to Baan. After t he dat a is passed toin SAS, it can be in th e form of SAS dat a sets or views tha t can be read by a SAS data
warehouse or used by the various solutions, applications, and reporting capabilities of
SAS.
There ar e two meth ods of importing da ta into SAS:
3 by using a wizard import procedure
3 by u sing SAS/War ehouse Administra tor.
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4 Interface Definition 4 Chapter 2
Figure 2.1 Baan Integration
Baan SAS/ACCESS
Baan
Data
Views
Data
Warehouse
SAS/
Warehouse
Administrator
Solutions
Applications
Reports
Baan SAS
Definition File/
Sequential File
Baan Integration
Baan Tables
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5
C H A P T E R
3Using the SAS/ACCESS Interface
to Baan as a Stand-AloneProduct
Using the SAS/ ACCESS Interface to Baan 5
Using the SAS/ACCESS Interface to Baan
This section provides instructions about how to use the stand-alone SAS/ACCESSInterface t o Baan.
To use the stand-alone SAS/ACCESS Interface to Baan:
1 Open a SAS session.
2 En t e r %baan on the command line to open the SAS/ACCESS Interface to Baan
Welcome window.
Display 3.1 Welcome Window
3 Click Next to display t he Select Dat a Directory window.
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6 Using the SAS/ACCESS Interface to Baan 4 Chapter 3
Display 3.2 Select Data Directory Window
4 Select the directory for the data files. This corresponds to the Path for Sequential
Files in t he Baa n Exchan ge Scheme.
Select the
data
directory
specifies the pathname of the directory.
Device specifies the device that is used to access the directory and the
files in the directory with.
Host Options specifies any FILENAME options that are used to access the
directory and the files in the directory.
An entry is required in the data directory field. Optionally, you can specify a
device and host options for accessing th e directory. For example, you can use th e
FTP access method to read a Baan Exchange Scheme from a server as follows:
Select t he d efin it ion d ir ect or y ba an /s eq
Device F TP
H ost Opt ion s H ost =ser ver user =u ser n a m e pr om pt
Th e Browse button opens the Select window in which you can select a
directory, a s sh own in Display 3.3. This dialog box a llows n avigat ion only on th elocal host a nd will vary depending on your platform.
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Using the SAS/ ACCESS Interface to Baan as a Stand-Alone Product 4 Using the SAS/ACCESS Interface to Baan 7
Display 3.3 Select Dialog Box
After you have specified the appropriate directory, click OK to close the Select
window. Click Next to display the Select Definition Directory window.
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8 Using the SAS/ACCESS Interface to Baan 4 Chapter 3
Display 3.4 Select Definition Directory Window
5 Select the directory for the definition files. This corresponds to the Path for
Definition Files in the Baan Exchange Scheme.
Select the
definition
directory
specifies the pathname of the directory.
Device specifies the device that is used to access the directory and the
files in the directory.
Host Options specifies any FILENAME options that are used to access the
directory and the files in the directory.
Browse opens the Select window in which you can select a directory. Thisdialog window allows n avigation only on th e local h ost a nd will
vary depending on your platform.
An ent ry is required in the definition directory field. Optiona lly, you can specifya device and host options for accessing the directory. For example, you can use the
FTP access method to read a Baan Exchange Scheme from a server as follows:
Select t he d efin it ion d ir ect or y ba an /s eq
Device F TP
H ost Opt ion s H ost =ser ver user =u ser n a m e pr om pt
Click Next to continue to the Select Data Files window.
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Using the SAS/ ACCESS Interface to Baan as a Stand-Alone Product 4 Using the SAS/ACCESS Interface to Baan 9
Display 3.5 Select Data Files Window
6 The wizard provides a list of files that are in the selected data directory. Select thedata files to import by selecting a file, and then clicking the arrow buttons to move
them to the other l ist box. At least one file must be in the Selected list box to
enable the Next butt on. When you h ave selected t he files to import, click Next t o
display t he More Attributes for Exchan ge Scheme window.
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10 Using the SAS/ACCESS Interface to Baan 4 Chapter 3
Display 3.6 More Attributes for Exchange Scheme Window
7 If the data files contain fixed-length records, select the Fixed Length Records
check box. If the dat a files ar e delimited, select the Delimited Records check box.
The default separator in a Baan Exchange Scheme is a tilde (~). If the delimiter in
the files is not a t i lde, enter th e appropriate chara cter in the field to the right.
If the Baan Exchan ge Scheme is u sing audit files, select the Exchange based
on Audit list box. A Baan Exchange Scheme is based on audit files if the
Exchange for Multi-sites is set to Yes. The data file contains only the changes to
the tables that are identified by transaction codes. This can be useful forimplementing chan ged da ta captur e for Baan tables.
When you have chosen the options that you need, click Next to display th e
Select library a nd member window.
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Using the SAS/ ACCESS Interface to Baan as a Stand-Alone Product 4 Using the SAS/ACCESS Interface to Baan 11
Display 3.7 Select Library and Member Window
8 The elements available from the Select library and member window are
Library specifies the library of the SAS data set. The selection list for
librar ies lists th e locally assigned library references. The SAS
library defaults to WORK.
Member specifies the member nam e of the SAS view. The selection list forthe m ember n ame lists th e data sets or views in th e selectedlibrary. The na me defaults to the name of the sequential file.
Choose the
definition
file
contains the items found in the definition directory.
Fields opens the window shown in Display 3.9. This window enables youto select and deselect columns and change the attributes for the
SAS columns (for example, the name, the informat, and the
format). Initially, all fields are selected and have a default SAS
name, SAS format, and informat assigned.
To select a definition file, click the down arrow button to the right of theChoose the definition file field. A drop-down list box displays th e a vailable
definition files.
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12 Using the SAS/ACCESS Interface to Baan 4 Chapter 3
Display 3.8 Select Library and Member Window: Choosing Definition File
Th e Fields button is disabled until you select a definition file. When you click
Fields , t he Select Fields window displays.
Display 3.9 Select Fields Window
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Using the SAS/ ACCESS Interface to Baan as a Stand-Alone Product 4 Using the SAS/ACCESS Interface to Baan 13
9 You can use t his window to
3 modify colum n selections
3 modify column at tribut es.
By default, all columns that are defined in the definition file are selected. To
deselect a column, click the column to select it, and then click the left arrow
butt on to move th e column to th e Available Columns list box. Choose extended
selections from the left-han d list of Available column s by holding t he SHIF T k eydown while selecting with the mouse button for an adjacent selection, or byholding down the CTRL and SHIFT keys while selecting non-adjacent line items
with the mouse. In the right-hand Selected Columns list box, SHIFT-click for
multiple selections. To modify a ny of th e a tt ributes (for example, t he SAS column
name, the description, the type, length, format, or informat of the SAS variable),
select the cell to be edited and enter the new value.
When you ar e finished, click OK to close the window and return to the Select
library and member window. If you selected more than one sequential file in theSelect Data Files window shown in Display 3.5, the Select library and member
window will re-appear for each sequential file that you selected. After all the
selections have been processed, click Next to display t he Create SAS Sta tements
window.
Display 3.10 Create SAS Statements Window
10 You can save th e generated SAS DATA step into an external file. E nter a pa th an d
filename in which to save the source code. If a file already exists by that name,
selecting th e Replace if it exists check box causes the newly created file tooverwrite the old one. If the file exists and the replace box is not selected, the
source code will be a ppended to th e existing file.
Th e Browse button opens the standard Save as dialog window.
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14 Using the SAS/ACCESS Interface to Baan 4 Chapter 3
When you are finished with the Create SAS Statements window, click Next t odisplay the Review the Settings window.
Display 3.11 Review the Settings Window
11 This window displays your selected settings and choices, and it enables you to
review the settings and to go back before importing the data.
When you click Next , the DATA step(s) will be submitted and the data will beimported into SAS da ta sets.
Display 3.12 Import Data Dialog Box
This dialog box is displayed while the data is being imported.
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Using the SAS/ ACCESS Interface to Baan as a Stand-Alone Product 4 Using the SAS/ACCESS Interface to Baan 15
Display 3.13 Result Window
12 If the data has been imported successfully, the Result window is displayed. If
errors occurred, use the Back button to make changes to your settings. Click
Finish to close th e application.
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16
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17
C H A P T E R
4Using the SAS/ACCESS Interface
to Baan as a SAS/WarehouseAdministrator Add-In
Introduction 17
Installation 17
Im porting a Baan Exchange Scheme - Overview 18
Im porting th e Metadata 19
Interpreting the Metadata 28
Defin ing the Process 29
Working w ith Chan ged Data 31
Introduction
This section describes how to use the SAS/Warehouse Administrator add-ins that are
provided by the SAS/ACCESS Interface to Baan. There are two sets of add-ins available
with the interface:
3 add-ins that you can use to create operational data definitions (ODDs) in the
warehouse environment and to define processes with which you can load data into
a data warehouse. The add-ins read data definitions that are written by the Baan
Exchange tool and create an ODD for each table that is exported from Baan. This
is the basis for defining a process and job th at read da ta that is exported by th eBaan Exchange tool.
3 add-ins tha t you can use to define a process for u pdating a SAS dat a table with
data that is exported by the Baan Exchan ge tool.
For more information about the SAS/Warehouse Administrator, refer to the S A S /
Warehouse Ad m inistrator: Users Guid e.
Installation
You mu st r egister t he a dd-ins th at are a vailable with th e SAS/ACCESS In terface to
Baan in the SAS/Warehouse Administrator before you can have access to those tools
and code generators. Ent er a nd run the following install program from the comman d
line to register the add-ins:
afa c=sashelp.ybaan.install.scl
The inst all program u pdates the tool and process registry in t he SAS library _SASWA.
Note: Before calling t he insta ll program, you will n eed t o assign the libref _SASWA.
Use your AUTOEXEC file to declare the _SASWA libref. 4
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18 Importing a Baan Exchange Scheme - Overview 4 Chapter 4
Importing a Baan Exchange Scheme - Overview
This section briefly describes how to define a process with which you can import data
that has been exported by th e Baan Exchan ge tool.
1 Import the metadata from the definition files that are created by the Baan
Exchange t ool an d create ODDs in the warehouse environment:
a Select a warehouse environment or a n ODD group and u se the Baa n
interface to import metadata from the definition file(s) by selecting
Tools I Add-Ins I Import Baan Scheme
from the menu .
b Select the definition file(s) and specify a ll other necessary informa tion in t he
interface and import the m etadata.
2 Define t he a ppropriate sequential file as t he input source for the ODD:
a Edit th e process for each of the ODDs t hat are created by the import.
b Define t he sequential file as input to the ODD by selecting the ODD, th en
clicking the right mouse button and selecting
Add I New External File
from the pop-up menu.
c Edit th e external file properties. At a minimum, the filename for t he
sequential file and the SAS filename informat ion are required.
3 Define th e code generator tha t will read Baan Exchange dat a:
a Edit the process for the ODD and select the code generator from the processlibrary by selecting the ODD, then clicking the right mouse button and
selecting Process Library from the pop-up menu.
b Select
Baan Exchange I Extract
from the process library.
The Baan Exchan ge tool can export data that is based on au dit files. In Baan ,this is referred to as Exchange for Mu lti-sites. You can use th e dat a th at is
exported using this option to implement changed data capture (CDC) in a SAS
data warehouse. To define a process for updating SAS data tables with external
data, several more steps are necessary.
4 Define the primary key information for update operations. This step is onlyrequired for working with changed data. To define the primary key, edit the
process for the ODD, then click the ODD to select it. Click the right mouse button,
and select
Add-Ins I Update ODD imported from Baan Exchan ge
from the pop-up menu. Select the fields that build the primary key.
5 Define th e ODD as an input source to a warehouse table, usually a dat a t able or adetail table.
6 Define th e code generator to update t he data table.
For more information, see Importing the Metadata on page 19.
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Importing the Metadata 19
Importing the Metadata
Use the SAS/Warehouse Administrator Explorer to import the metadata from the
data definition files that are provided by the Baan Exchange tool. For information
about how to start the SAS/Warehouse Administrator and its Explorer, see the
S AS / Warehouse Adm inistrators: Users Guid e.
The Explorer will look similar to that shown in Display 4.1.
Display 4.1 SAS/Warehouse Administrator - Invoke Add-Ins
1 Select
ToolsI
Add-InsI
Import Baan Scheme
as shown in Display 4.2.
Display 4.2 Import Baan Scheme Menu
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20 Importing the Metadata 4 Chapter 4
The Welcome window is displayed.
Display 4.3 Welcome Window
2 Click Next to display the Select Definition Directory window.
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Importing the Metadata 21
Display 4.4 Select Definition Directory Window
3 Select the directory for the definition files. This corresponds to the Path forDefinition Files in the Baan Exchange Scheme.
Select the
definition
directory
specifies the pathname of the directory.
Device specifies the device that you want to use to access the directoryand the files in the directory.
Host Options specifies any FILENAME options that are used to access the
directory and the files in the directory.
An ent ry is required in th e definition directory field. Optionally, you can specifya device and host options for accessing the directory. For example, you can use the
FTP access method to read a Baan Exchan ge Scheme from a server:
Select t h e defin it ion dir ect or y ba a n /def
Device: F TP
H ost Opt ion s: H ost =ser ver user =u ser n a m e pr om pt
Th e Browse butt on opens a dialog box in which you can select a directory. This
dialog box only allows navigation on the local host. After you select the directory
that conta ins the definition files tha t were exported from Baa n in th e Folder field,
click OK to close the Select window. Click Next to display the S elect ODD Groupwindow.
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22 Importing the Metadata 4 Chapter 4
Display 4.5 Select ODD Group Window
4 Select the t arget ODD group for the m etadata import.
If an ODD group was selected when the add-in was invoked, this group isinitially selected as the target ODD group. Otherwise, the directory pathname is
the default name for the ODD group. Click the down arrow in the field to display
a l ist of ODD groups t hat are defined in the warehouse environment. Select a
group from the list or enter a new name for the ODD group. If the group does notexist , i t will be created during th e metada ta import.
Click Next to display t he Select Definition F iles window.
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Importing the Metadata 23
Display 4.6 Select Definition Files Window
5 Select the definition files that you want to import by clicking a file that is listed in
the Def. Files list box to highlight it, and then clicking the arrow buttons to move
it t o the Selected list box. You can highlight multiple files by pressing th e CTRL
key while selecting files or u sing CTRL-SHIF T.
In the example shown in Display 4.6, all files are selected. After you have
moved the desired file(s) to the Selected list box, click Next to display the MoreAttributes for E xcha nge Scheme window.
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24 Importing the Metadata 4 Chapter 4
Display 4.7 More Attributes for Exchange Scheme Window
6 Select the appropriate check box designating whether the data files are delimited
files or if they contain fixed-length records. The default separator for delimited
records is a tilde (~). If the delimiter in the data files is not a tilde, enter the
appropriate character in t he field to the r ight.
If the Baan Exchan ge Scheme is u sing audit files, select the Exchange based
on Audit check box. A Baan Exchange Scheme is based on audit files if the
Exchange for Mu lti-sites in th e scheme is set t o Yes. The data file contains only the
changes to the tables that are identified by transaction codes. This can be useful inimplementing changed data capture for Baan tables. The SAS/ACCESS Interface
to Baa n add-in for th e SAS/Wareh ouse Administrator provides a code genera tor for
you to define processes for changed data capture. For more information about how
to use th e code genera tor, see Defining th e P rocess on page 29.
Click Next to display the Select library and member window.
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Importing the Metadata 25
Display 4.8 Select Library and Member Window
The elements available in th e Select l ibrary a nd the member window a re
Library specifies the library for the SAS data set. The selection list for
librar ies lists th e locally assigned library references. The SAS
library defaults to WORK.
Member specifies the member nam e of the SAS view. The selection list forthe m ember n ame lists th e data sets or views in th e selectedlibrary. The name defaults to the name of the definition file.
Choose the
definition
file
specifies the definition file. The selection list for definition files
lists the files selected in the Select Data Files window and
defaults t o the first file in t he l ist .
Fields opens the Select Fields window shown in Display 4.9. Thiswindow enables you to select and deselect columns and change
the attributes for the SAS columns (for example, the name, the
informat, and the format). Initially, all fields are selected and
have a default SAS n ame, format , an d informat assigned.
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26 Importing the Metadata 4 Chapter 4
Display 4.9 Select Fields Window
Use this window t o
3 modify colum n selections
3 modify column att ributes.
By default, all columns that are defined in the definition file are selected. To
deselect a column, click t he column to select it, th en click th e left arrowbutton
to move the column to th e Available Column s list box. Multiple selections on th e
left-hand list of available columns are chosen by pressing the SHIFT key while
selecting with the mouse button for an adjacent selection, or pressing the CTRLand SHIFT keys while selecting nonadjacent line items. In the right-hand Selected
Columns list box, SHIFT-click for multiple selections. To modify any of the
attributes, (for example the SAS column name, the description, the type, length,
format, or informat of the SAS variable) select the cell to be edited and enter the
new value.
When you are finished, click OK to close this window and return to the Select
library and member window.
7 Select the SAS destination and change the field selections. Click Next to display
the Select library and member window for the next definition file in the list. The
Select library a nd member window is repeatedly displayed for each selecteddefinition file. After you ha ve selected th e SAS destina tion a nd field selections for
each definition file in the list, click Next to display the Review the Settings
Window.
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Importing the Metadata 27
Display 4.10 Review the Settings Window
8 This window displays your selected settings and options, and enables you to
review the settings and return to previous windows before you import the
metadata . Select Next to begin importing the metadata into the war ehouse
environment. New ODDs ar e defined dur ing this pr ocess. While adding the ODDs,
the Add Metadata dialog box is displayed.
Display 4.11 Add Metadata Dialog Box
After t he meta data has been imported into th e warehouse environment, the
Result window is displayed.
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28 Interpreting the Metadata 4 Chapter 4
Display 4.12 Result Window
9 The Result window displays the outcome of the metadata import. Click Back t o
return to previous screens, correct selections, and restart the metadata import.Select Finish to close the SAS/ACCESS Inter face to Ba an add-in.
The metadat a has been imported from the definition files into the ODDs in th e
warehouse environment. The following section describes the imported metadata in
detail. Before you can read data from the files that were exported from Baan, you
must associate th e external dat a source and the appropriate SAS code generatorwith th e ODD. For more informa tion, see Defining th e P rocess on pa ge 29.
Interpreting the Metadata
This section describes the metadata that is created by the import. The SAS/ACCESSInter face t o BAAN creates
3 an operational data group (if required)
3 librar y definitions (if required)
3 operational data definitions.
The name, the data location (library and view), the column definitions, and various
extended at tributes for the ODD and for each of the columns a re written to the
metadata repository. The extended attr ibutes for the ODD are
CREATED BY conta ins the string ACCESS TO BAAN
DELIM ITER con t a i n s t h e d e li m it e r i f t h e d a t a fil e i s a de li m it e d file
EXCHANGE_
_BASED_
ON_AUDIT
specifies whether the exchange scheme is based on audit Y| N
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Defining the Process 29
LRE CL con t ain s t h e logica l r ecor d len gt h .
The extended attributes for the ODD columns are
POSITI ON s p eci fie s t h e s eq u e n t ia l p os it i on of t h e col u m n i n t h e d a t a file
O F F SE T s pe cifi es t h e offs et of t h e colu m n in t h e fi xe d-le n gt h r e cor d
VAR LE N s pe cifi es t h e le n gt h of t h e colu m n in t h e fi xe d-l en gt h r e cor d
Defining the Process
This section describes the steps you must take in order to complete the definition of
the ODDs in t he SAS/War ehouse Administra tor. You m ust define th e external file as th e
data source for the ODD, an d you need to define th e code generator to read sequential
files tha t are created by th e Baan Exchan ge tool. The ODD budget_amounts is used as
an example to describe th ese steps. You can find a detailed description of th e windows
that are used in this section in the S AS / Warehouse Adm inistrator: Users Guide.Use the Process Editor in the SAS/Warehouse Administrator to define the metadata
for t he load process an d t o define t he pr ocess flow from t he source file to the t arget ta ble.
To open the process editor:
1 Right -click the ODD in th e E xplorer window of the SAS/War ehouse Administrat or.
2 Select Process from the pop-up menu.
3 If the ODD does not have a job associated with it, you are asked whether to createa new job for it. Select Yes to create a new job.
In the Explorer window of the S AS/Wareh ouse Administrat or, select, for example, the
ODD budget_amount s. The metada ta for this ODD ha s been imported from the
definition file.
To create a process flow as shown in Figure 4.1:
1 In the process view, right-click th e ODD budget_amounts, and selectAdd I New External F ile
from the pop-up menu.
2 Right -click the Extern al File icon a nd select Properties from the pop-up menu.
The External File Properties window is displayed. E nter the filename for theexternal file and set any other necessary options on th e General tab. From the
File Location tab, select the data file that is the input source for the ODD. At a
minimum, you must specify th e fileref, the path of the external file, and the host.
Click OK to save your entries and close the window.
3 Right -click the ODD budget_amount s, an d select Process Library from the
pop-up menu to display th e P rocess Librar y window. Select
Baan Exchange I Extract from sequential file
and click OK .
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30 Defining the Process 4 Chapter 4
Figure 4.1 Process Flow to Read External Files
Display 4.13 External File Properties Window
Note: In this example, the dat a file budget_amounts750 is specified. The Baan
Exchange scheme is used in this example to export data from two different companies.To distinguish between the data from those two companies, the filename includes the
company number. When th e Baan Exchange scheme is created, the filename of the
sequential file is defined containing a pound sign (#). When the data is exported, thepound sign is replaced by the company number. 4
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Working with Changed Data 31
Display 4.14 Process Library Window
After you have finished setting up the process, you can create the view and extractthe dat a. For furth er documenta tion a bout how to run a job and view the da ta, refer t o
t h e S AS / Warehouse Adm inistrator: U sers Gu ide.
Working with Changed Data
This section describes an example of an operational data mapping process for
updating a n existing SAS/Warehouse Administrator detail table with data that is
extracted from Baa n. The steps tha t ar e used in t his section are r elated t o the usage of
the SAS/Warehouse Administrator. Only the windows that are related to the SAS/
ACCESS Interface to Baan are discussed in this document. For more detailed
information, see the S AS / Warehouse Adm inistrator: Users Gu ide.In Baan, you can set up an Exchange scheme that uses the audit manager to create
export files. For t his example, only changes for a specified period will be exported.
To set up the Baan Exchange Scheme in SAS/Warehouse Administrator:
1 From the Data Warehouse Environment window, create and set up the da ta
warehouse and detail table. For more detailed informat ion about creating dat awarehouses a nd adding detail tables, see the SAS Warehouse Administrator:
Users Guide.
Note: You must ha ve an existing detail ta ble in SAS/War ehouse Administr ator in
order t o update th e data using the Baan Exchange scheme. You cannot create t hisdetail table by using the SAS/ACCESS Interface to Baan. 4
2 Use the Baan Interface add-in to import the m etadata into a n ew ODD. While
configuring the Exchange scheme, select the Exchange based on Audit check
box in the More Attributes for Exchange Scheme window shown in Display 4.7.
Enter or select the necessary information on the remaining windows of theexchange scheme in order to complete the Baan import metadata process.
3 Update t he ODD by entering t he pr imary key informat ion.
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32 Working with Changed Data 4 Chapter 4
In the Data Warehouse Environment Explorer window, select the new ODD toopen the ODD window. From the main menu of the ODD window, select
Tools I Add-ins I Update ODD imported from Baan Exchange
to open the Extended ODD Attributes window. In the Extended ODD Attributes
window, select and move the columns with which to build the primary key.
Display 4.15 Extended ODD Attributes Window
Exchange is
based onAudit
indicates wheth er t he Baan Exchan ge Scheme t hat is the source
of this ODD is u sing the a udit ma nager t o create t he export files.
Available l ists th e columns in the ODD th at were imported from t he Baa n
Exchange Scheme.
Selected lists the columns of the primary key.
To select a column in the Available list box, click the column to select it, and
then click the right arrow to move the column to the Selected list box. Clickingt h e double arrows moves a ll column s from one list box t o th e other. Select
multiple columns by holding the SHIFT key or the CTRL an d SHIFT keys while
selecting with the mouse button. The order of the columns in the Selected list
box must match t he order in which they are used in the pr imary key.
Note: Do not select the fields _BTCHNR, _TRANSID, _LINENR an d _AUDFLGas part of the primary key. 4
To re-order columns in th e Selected list box, select an item and move it up or
down by clicking the up or down arrowat the bottom of the list box.
Note: If a date value is part of the primary key, verify that the column is defined
as a Baan date in all exchange schemes that are u sed to load t he data , which willensure correct updating of the data files in SAS. 4
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Working with Changed Data 33
Select OK to apply the changes and return to the ODD window.
Before mapping the ODD with the Detail Table, run the job associated with the
ODD. For more information about running jobs, see SAS/ Warehouse Adm inistrator: Users Guid e.
4 Add th e Operational Data Mapping.
In the Explorer window, right-click the Detail Table that you want to update
using Baan metadata and select Process from the pop-up m enu. In t he P rocessEditor window, right-click the Detail Table icon and select Add a n d t h e n Inputsfrom the pop-up menu. To list the available ODDs, select the type ODD on the
Table Type tab and click Show . From the l ist , select the ODD that defines the
import from the Baan Exchange Scheme and click OK . The operational dat a
mapping process is shown in Figure 4.2.
Figure 4.2 Process Flow for the Operational Data Mapping
5 Edit the Detail Table Properties.
In th e P rocess E ditor window, right-click the Detail Table icon a nd select
Properties from t he pop-up menu . You can specify mu ltiple properties for the
detail table. For the example described in this document, the following is requireda t a m i n im u m :
a From the Column tab, import the column information from the ODD table. If
the load time information for the records is required, add a column for the
load time, import the load time column from another detail table. The fields
_TRANSID and _AUDFLG must be defined in the detail table.
b Specify the Physical Storage and the Access Location for the detail table. For
t h e Load technique, enter U for update as shown in Display 4.16. Update isnot in the list of predefined load techniques.
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34 Working with Changed Data 4 Chapter 4
Display 4.16 Detail Tables Properties Window
6 Edit the Mapping Process Properties.
In the Pr ocess E ditor, right-click the Mapping icon an d select Properties from
the pop-up menu. For the example described in this document, the following
informat ion is required at a minimum:
a In the Execution tab, select the Compute Host for th e ma pping pr ocess.
b In the Column Mapping tab, define the mapping for the columns. Click1 to 1 Mappings a n d t h e n Quick Map to automatically map equivalent
column names from the source to the target column.
7 Select th e code gener ator from th e p rocess library.
In the Pr ocess E ditor, right-click th e Detail Table icon a nd select Process
Library from the pop-up menu. Select Baan Exchange a n d t h e n Update master
with audit files from the list of processes a s sh own in Display 4.17.
Display 4.17 Process Library Window
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Using the SAS/ ACCESS Interface to Baan as a SAS/ Warehouse Administrator Add-In 4 Working with Changed Data 35
After you have finished setting up the process, you can load t he data into thedata warehouse. For furth er documenta tion a bout how to run a job and view the
d a t a , s e e t h e S AS / Warehouse Ad m inistrator: U sers Gu ide.
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37
A P P E N D I X
1Default SAS Formats andInformats
SAS Formats and Informats used with the SAS/ ACCESS Interface to Baan 37
SAS Formats and Informats used with the SAS/ACCESS Interface to Baan
This table displays th e SAS format s an d informat s th at are u sed with Baan dataformats.
Table A1.1 SAS Formats and Informats Used with Baan Data
Ba a n Type/F or m a t SAS Type SAS In for m a t /In pu t
SAS
Format
Alph a n u m er ic C $ASCII n. $n.
Da t e F or m a t DDMMYY N DDMMYY6. DATE 9.
Da t e F or m a t DDYYMM N MMDDYY6. On
substr(s,5,2)| | substr(s,1, 4)
DATE9.
Da t e F or m a t YYDDMM N DDMMYY6. Onsubstr(s,3,4)| | substr(s,1, 2)
DATE9.
Da t e F or m a t YYMMDD N YYMMDD6. DATE 9.
Da t e F or m a t DDMMYYYY N DDMMYY8. DATE 9.
Da t e F or m a t DDYYYYMM N MMDDYY8. On
substr(s,7,2)| | substr(s,1, 6)
DATE9.
Da t e F or m a t MMDDYYYY N MMDDYY8. DATE 9.
Da t e F or m a t MMYYYYDD N DDMMYY8. On
substr(s,7,2)| | substr(s,1, 6)
DATE9.
Da t e F or m a t YYYYDDMM N DDMMYY8. On
substr(s,5,4)| | substr(s,1, 4)
DATE9.
Da t e F or m a t YYYYMMDD N YYMMDD8. DATE 9.
Da t e BAAN N u m ber N va lu e-715510 (see Not e) DATE 9.
N u m er ic w/ F loa t in g Decim a l N w.d BE ST.
N u m er ic w/o F loa t in g Decim a l N w. BE ST.
Note: In bshell, a date is stored as t he n umber of days star ting from the year 0001.
SAS stores dates a s t he nu mber of days from J anu ary 1, 1960 to the specified current
date. The value 715510 is th e equivalent to J anu ary 1, 1960 in th e bshell . 4
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39
A P P E N D I X
2Baan Exchange Module SessionCodes
Using B aan Exchange Module S ession Codes 39
Using Baan Exchange Module Session Codes
You must perform several steps when you use both Baan and SAS t o set up the
exchange of Baan data. After t he initial setup h as t aken place, run the Baa n exportand SAS import processes periodically in order to synchronize the data between Baan
and SAS. When you import Baan data into SAS by using Baa n software, perform the
following setup procedures in chronological order.
Table A2.1 Baan Exchange Module Session Codes
St ep # St ep Tit le
Baan Session(s)
# Descr ipt ion
1 Defin e t h e
Exchange
Scheme
TUXCH0101M000 Maintains t he exchan ge scheme
data . The exchan ge of data is done
for a specific excha nge (conversion)
scheme.
2 Defin e t h e
ASCII File
a n d t h e
ASCII File
F or m a ts
TUXCH0102M000
TUXCH0103M000
Maintains ASCII file codes. These
codes are mainta ined per exchan ge
scheme. For each ASCII file code,
the actual ASCII file can be linked
later. Within a n exchan ge scheme,
this code is unique for each ASCII
file definition.
To mainta in t he ASCII file format
for each ASCII file tha t is entered
in the exchan ge scheme, you can
specify the characteristics of thefields in the ASCII file, such as
field n ame, t ype, length, floating
decimal, and so on.
Note: To copy date values into SAS
data sets, you must select the
format of a date column in this
Baan session. For date fields,
specify th e format in t he field Date
Format on the second tab.
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40 Using Baan Exchange Module Session Codes 4 Appendix 2
St ep # St ep Tit le
Baan Session(s)
# Descr ipt ion
3 Cr ea t e t h e
Definition
File
TUXCH0204M000 Creates the nam e of the data
definition file that is associated
with t he ASCII file.
4 Cr ea t e t h e
Batch
TUXCH0104M000 Maintains batch codes for the
exchan ge schemes. A bat ch shouldgroup a collection of tables that
belong together.
5 Cr ea t e t h e
Table an d
Field
Relations
(Export)
TUXCH0131M000
TUXCH0132M000
Allows the user to maintain the
relations between ASCII files an d
tables. These relations are
maintained per batch (line) in an
exchan ge scheme. Each batch line
will have an ASCII file and a table
associated with it. By specifying
multiple bat ch lines, it is possible
to relate a table to multiple ASCII
files.
This session allows the user to
define th e relations at field level.
These relations a re maint ained per
batch line in an exchange scheme.
You mu st en ter all ASCII fields
that should be filled from the table
that is specified in the batch line.
Fields of the ASCII file that are
not defined here will be left empty.
6 Cr ea t e t h e
Export
Script
TUXCH0228M000 Creates an d compiles the scripts
for export of data.
7 E xpor t Da t a TU XCH 0233M000 E xpor t s da t a in t o sequ en t ia l
ASCII files from tables. The
exchange scheme details for this
session are defined during various
other sessions. Th ese exchan ge
scheme details determine how and
when the data will be exported.
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41
A P P E N D I X
3
Recommended Reading
Recomm ended Reading 41
Recommended Reading
Here is the recommended reading list for this title:
3 Doing More with SAS/ ASSIST
3 Getting Started with the S AS S ystem
3 SAS/ AF Procedure Guide
3 SAS/ FSP Procedures Guide
3 SAS Language Reference: Concepts
3 S AS Lan guage R eference: Dictionary
3 S AS Macro Language: Reference
3 S AS / Warehouse Ad m inistrator M etadata API R eference
3
S AS / Warehouse Ad m inistrator U sers Guide3 S tep-by-S tep Program m ing with Base SAS S oftware
3 G et t in g S t a rt ed wi t h S A S / A S S I S T
3 SAS Companion that is specific to your operating environment
For a complete list of SAS pu blications, see the current S AS Publishing Catalog. To
order t he most curr ent publicat ions or to r eceive a free copy of the cata log, contact a
SAS representa tive a t
SAS Publishing Sales
SAS Campus Drive
Cary, N C 27513
Telephone: (800) 727-3228*
Fax: (919) 677-8166E-mail: [email protected]
Web addr ess: support.sas.com/pubs
* For oth er SAS Inst itute business, call (919) 677-8000.
Customers outside the United States should contact their local SAS office.
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42
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43
Glossary
add-in
a SAS program that extends the functionality of SAS/Warehouse Administrator
software. Some add-ins are utility tools that can be used for loading, transforming,and extracting data. Other a dd-ins enhan ce integration between the war ehouse an d
oth er SAS components.
a u d i t fi l e
a file in t he Baan system t hat contains a record of all database tran sactions. Audit
files are created by the au dit tra il function in Baan . If the audit trail function is
enabled in Baan, t hen a ll database actions th at are performed on fields, such as
updating a field value, are recorded in the audit file.
a u d i t t r a i l
a function in Baan tha t can be u sed to track and record all data base tran sactions,
such as u pdates to field values. When enabled, the a udit t rail function creates a naudit file that conta ins a record of all database tra nsactions t hat have been
performed. If the audit trail function is disabled in Baan, no audit file is created.
c h a n g e d d a t a c a p t u r e ( C D C )
a code genera tor for SAS/War ehouse Administrat or th at generat es code for
examining the differences between the data in two tables or views.
c o d e g e n e r a t o r
an add-in to SAS/Warehouse Administrator that dynamically generates the code for a
SAS/Warehouse Administrator process.
d a t a m a r t
in SAS/Warehouse Administrator, a limited data warehouse that is often designed to
meet the needs of a par ticular department or individual. A data mart is more l imited
in scope than a data warehouse, which typically contains information that is used by
more than one department.
d a t a s t o r e
in SAS/Warehouse Administrator, a table, view, or file that is registered in a data
warehouse environment. Data stores can contain either individual da ta i tems or
summary data that is derived from the data in a database.
d a t a t a b l e
in SAS/Warehouse Administrator, a metadata record that specifies a SAS table or
view or a DBMS t able or view that can serve multiple purposes. Dat a t ables a re
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44 Glossary
frequently used to define dat a stores. They can be used to define data stores,summar y data, a join, or a table that holds informat ion that does not fit a nywhere
else.
d a t a w a r e h o u s e
a collection of data that is extracted from one or more sources for the purpose of query,
reporting, and analysis. In contrast to a data mart, a data warehouse is better suited
for storing large amounts of data that originates in other corporate applications or
which is extracted from external data sources such as public databases.
d a t a w a r e h o u s e e n v i r o n m e n t
a metadata record that specifies the SAS library _MASTER. The _MASTER library
conta ins host definitions a nd other meta data that is used by one or more datawarehouses and ODD groups. On the SAS/Warehouse Administrator desktop, data
warehouse environments are displayed as icons.
d e fi n i t i o n fi l e
a file in t he Baa n system t hat describes the contents of an ASCII file.
d e l i m i t e d r e c o r d
a record in which the values of each field are separated by a delimiter such as a
comma or a period. In Baan, the default delimiter or separator is a tilde (~).
d e t a i l d a t a s t o r e
in SAS/Warehouse Administrator, a table, view, or file that is registered in a data
warehouse environment and which contains factual information that has not been
summarized or which has only been partially summarized after being extracted from
a data source.
d e t a i l t a b l e
a metadata record that specifies a SAS table or view or a DBMS table or view that
can serve as a detail data store in SAS/Warehouse Administrator.
E x c h a n g e ( XC H ) m o d u l e
a Baan util ity tha t enables th e Baan system to commun icate with other data sources
such as databases a nd spreadsheets. The Exchange (XCH) module enables Baanusers to import, export, replicate, and convert data.
E x c h a n g e s c h e m e
a set of data in th e Baan Exchange module. A Baan E xchange scheme is similar to a
folder. Each Exchange scheme contains a text description of the scheme. Exchange
schemes also contain paths to identify the locations of the data objects that the
Exchange schemes import or export, as well as the locations of the log files,
sequential files, and definition files that are associated with the Exchange schemes.
e x t e n d e d a t t ri b u t e
an attribute that stores site-specific metadata that is not part of the standard
metadata for an object in SAS/Warehouse Administrator. For example, an extended
attr ibute for a table might contain the URL of a Web page tha t describes th e t able.Extended attr ibutes can be added to all objects t hat are defined in the SAS/
Wareh ouse Administrator Explorer, to all columns within objects, and to all pr ocess
flows that are defined in the SAS/Warehouse Administrator Process Editor.
fi x e d - l e n g t h r e c o r d
a record in which a predefined number of positions are allocated for the value of each
field. For example, in a fixed-length customer record, the fields might be Customer
Name, Customer Address, and Customer Phone, and each of these fields would havea predefined length.
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Glossary 45
f o r m a t
a pattern that SAS uses to determine how the value of a variable should be written
or displayed. SAS provides a set of standard formats and also enables you to define
your own formats.
h o s t d e fi n i t i o n
in SAS/Warehouse Administrator, a metadata record that specifies a computer on
which data stores are saved, where processes and jobs execute, or where the output
from a process is sent. Host definitions are part of the global metadata for awarehouse environment a nd a re included in th e metadata records for data stores an d
processes th at are defined in t he dat a warehouse environment.
i n f o r m a t i o n m a r t
a grouping of metadata that can specify the locations of files and the methods for
opening those files. Information marts can also specify code that generates output
from data stores in a data warehouse.
job
a metadata record t hat specifies the processes t hat create one or more data stores
(output tables). A job ena bles you to combine a series of process st eps int o a singleunit. The processes can be specified with a process flow diagram in the Process
Editor. If a process flow diagram is specified, SAS/War ehouse Administrat or cangenerate code for th e job. Altern atively, a job can reference a user-supplied program
that contains the processes that create the data store(s). A job can include scheduling
metadata that enables the process flow or user-supplied program to be executed inbatch mode at a specified date and time.
join
in the SQL procedure, the combination of data from two or more tables (or from two
or more SAS da ta views) to produce a single r esult t able. A conventional join, which
is often called an inner join, returns a result table for all the rows in one table that
have one or more matching rows in the other table(s), as specified by the sql-
expression.
m a p p i n g
See mapping process.
m a p p i n g p r o c e s s
a metadata record t hat is used for generating or r etrieving source code th at mapscolumns from one or more data sources (such as an ODD) to one or more targets.
Common mappings include one-to-one ma ppings (one dat a source mapped to one
target table) and joins (one or more data sources appended to a target table).
m e t a d a t a
a description or definition of data or informa tion.
m e t a d a t a r e p o s i t o ry
a data store th at contains an applications metada ta.
OD Da metadata record t hat provides access to data sources. The ODDs, in t urn, are used
for loading data into data stores in your warehouse.
O D D g r o u p
a m etadata record th at specifies a group tha t is used to organize ODDs an dinformation marts.
p r i m a ry k e y
a column or combination of columns that uniquely identifies a row in a table.
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46 Glossary
p r o c e s s fl o w d i a g ra m
a user-defined diagram in the Process View of the Process Editor in SAS/Warehouse
Administrator. A process flow diagra m consists of symbols, with connecting a rrows
and descriptive text, that illustrate the sequence of each process that is associated
with a job. The process flow diagram illustrates how the data moves from one or
more input sources to one or more output tables and also shows what extractions andtra nsforma tions occur.
S A S d a t a f o r m a t
See format.
s c h e m e
See Exchange scheme.
s e q u e n t i a l fi l e
a file tha t contains t he data tha t you want to import to or export from Baan.
s u m m a r y d a t a
descriptive data that is derived from data in a database.
w a r e h o u s e e n v i r o n m e n t
See data warehouse environment.
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Index 47
Index
A
add-ins 17
changed data in 18, 24, 31
importing a Baan Exchange Scheme 18
importing metadata 19
installing 17
interpreting metadata 28process definition 29
audit files
add-ins 18, 24, 28
Baan as stand-alone product 10
Baan Exchange Scheme based on 10
B
Baan 3
as stand-alone product 5
interface definition 3
opening 5
overview 3
SAS/Warehouse Administrator add-ins for 17synchronizing data with SAS 39
Baan Exchange Scheme 18
attributes 23
based on audit files 10
importing 18
session codes 39
setting up 31
C
changed data capture
add-ins 18, 24, 31
Baan as stand-alone product 10
code generator
importing a Baan Exchange Scheme 18
importing metadata 24, 28
columns
attributes 11, 13, 26
length of 29
mapping 34
modifying selections 13, 26
offset of 29
selecting/deselecting 11
sequential position of 29
CREATED BY attribute 28
D
data files 8
data files directory 5
data formats 37
data mapping 31, 33
data tables 17
default SAS formats and informats 37definition files 22
definition files directory
add-ins 20
Baan as stand-alone product 7
DELIMITED attribute 28
delimited records
add-ins 24, 28
Baan as stand-alone product 10
detail tables 31
directories
for data files 5
for definition files 7, 20
EExchange for Multi-sites
add-ins 18
Baan as stand-alone product 10
Exchange Scheme
See Baan Exchange Scheme
EXCHANGE_BASED_ON_AUDIT attribute 28
Explorer 19
external file properties 29
F
fixed-length records
add-ins 24
Baan as stand-alone product 10
column length 29
column offset 29
formats 37
I
importing data
Baan Exchange Scheme 18
data exported by Exchange tool 18
metadata 19
process of 3
selecting data files 8
setup procedures 39
informats 37
installing add-ins 17
interface
definition of 3
stand-alone 5
L
library selection
add-ins 25
Baan as stand-alone product 10
logical record length 29
M
mapping columns 34
mapping data 31, 33
member name selectionadd-ins 25
Baan as stand-alone product 10
metadata
descriptions of created metadata 28
importing 19
interpreting 28
O
ODD attributes 28
ODD definitions 29
ODD groups 22
ODDs (operational data definitions)
creating 17
extended attributes 32
importing a Baan Exchange Scheme 18
importing metadata 27
working with changed data 31
OFFSET attribute 29
operational data mapping 31, 33
P
passing data 3
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48 Index
POSITION attribute 29
primary key 18
process definition 29
Process Editor 29
R
Result windowadd-ins 27
Baan as stand-alone product 15
S
SAS/ACCESS Interface to Baan
See Baan
SAS data tables 17
SAS formats and informats 37
SAS statements
creating 13
SAS views
member selection 10, 25
SAS/Warehouse Administrator add-ins
See add-ins
SAS/Warehouse Administrator Explorer 19
session codes 39
settings
reviewing 14, 27
source code
saving 13
stand-alone interface 5
synchronizing data 39
T
tables
updating detail tables 31
updating SAS data tables 17
V
VARLEN attribute 29
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Your Turn
If you have comments or suggestions about S A S / A CC E S S 9.1 In terface to B aan:Users Guide, please send them to us on a photocopy of this page, or send us electronic
mail.
For comments about this book, please return the photocopy to
SAS Publishing
SAS Campus Drive
Cary, NC 27513
e m a i l : [email protected]
For suggestions about the software, please return the photocopy to
SAS Institute Inc.
Technical Support DivisionSAS Campus Drive
Cary, NC 27513
e m a i l : [email protected]
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