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Advanced SAS ETL Studio Features (Self-Study)

Data Quality Plug-Ins

SAS ETL Studio contains two data quality transformation templates in the Process Library tree:

Screenshot_1341

These templates increase the value of data through data analysis and data cleansing.

To use the data quality transformation templates,

  • the SAS Data Quality Server software must be installed
  • a SAS application server must be configured to access a Quality Knowledge Base
  • the Quality Knowledge Base must contain the locales needed to reference data quality jobs.

When the prerequisites have been met, the data quality transformations can be dragged into process flow diagrams.

Create Match CodePlug-In

The Create Match Code plug-in is a tabbed dialog box that

  • reads the Quality Knowledge Base for the specified locale
  • creates match codes based on the user-specified criterion.

     The match code can then be used to de-duplicate data or join data as part of the transformation step in defining the target table.

Apply Lookup Standardization Plug-In

The Apply Lookup Standardization plug-in is a tabbed dialog box that

  • reads the Quality Knowledge Base for the specified locale
  • loads all of the available standardization schemes.

You can then apply the scheme to one of the source columns as part of the transformation step in defining the target table.

Metadata Import Wizard

The Metadata Import Wizard is an interface for importing metadata files that are compliant with the Common Warehouse Metamodel (CWM) standard.

By using the Import Wizard to import the metadata from a previously defined data model (source tables or target tables), you do not have to enter the metadata for each table individually. You simply reference a location for the model file, which was created by a third-party modeling tool.

Which Metadata Can Be Imported?

The CWM standard for metadata was developed by Object Management Group (OMG). Screenshot_1342

Screenshot_1343Screenshot_1344

Metadata Export Wizard

The Metadata Export Wizard is an interface for exporting metadata from within SAS ETL Studio to third-party CWM-compliant applications.

The user has the ability to specify the path and the file to create from the export of the metadata.

Once the user completes the Metadata Exporter wizard, a confirmation window verifies all of the selections, the user has made for the export of the metadata. Upon exiting this window, the metadata is written to the external file that was specified in the wizard.

Change Management

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.

The change management feature (or more specifically, metadata source control) enables multiple SAS ETL Studio users to work with the same metadata repository at the same time without overwriting each other’s changes.

Change management features in SAS ETL Studio include:

  • menus that support change management operations such as check out and check in
  • the Inventory tree and the Custom tree for working with metadata that is contained in a change-managed repository
  • the Project tree for working with metadata that is contained in a project repository
  • an audit history for each metadata object.

Change Management Pop-Up Menu

The change management pop-up menu is used to perform change management tasks. The change management pop-up menu becomes active when a metadata profile is opened in which the default repository is a project repository. One way to display this sub-menu is to open the Inventory tree, the Custom tree, or the Project tree, then right-click an object in the tree.

The following are valid items on the pop-up menu:

Check Out

Active in the Inventory tree or the Custom tree. Copies the metadata for one or more objects from a change-managed repository into the project repository.

Locks the objects in the change-managed repository.

Check In Repository

Active when you select the project repository icon in the Project tree. Moves all metadata from the project repository to the appropriate change-managed repository.

Undo Checkout

Active in the Project tree. “Undoes” the check-out state of the selected object. After you complete this action, the object is removed from the project repository and is no longer checked out.

Destroy

Active for checked-out objects in the Project tree. The object is deleted from the project repository, and upon check in, it is also deleted from the appropriate change-managed repository. You cannot undo a Destroy operation. Make sure that the object to be destroyed is not required in any SAS ETL Studio job.

Fetch

Active in the Inventory tree or the Custom tree. Use to get a copy of a metadata object for testing purposes. The copied object is not checked out from the change-managed repository, so the original object is not locked. The copied object can be modified, but it cannot be checked in. Fetched items will remain in the project repository until they are deleted.

Add to Project

Active in the Project tree. Displays the Check Out wizard, which copies the metadata for one or more objects from a change-managed repository into the project repository. Locks the objects in the change-managed repository.

History

Active for some objects in the Inventory tree, the Custom tree, and the Project tree. Lists all change management transactions for the selected object.

After an object has been checked out by one person, it is locked so that it cannot be updated by another person until the object has been checked back in.

The only people who can change the metadata in a change-managed repository are

  • the person who started the metadata server
  • administrators who have written access to the repository
  • any users who are authorized to use a project repository for the change-managed repository.

 

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