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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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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


Device specifies the device that is 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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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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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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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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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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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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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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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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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


Device specifies the device that you want to use to access the directoryand 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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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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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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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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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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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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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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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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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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36


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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


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


DATE9.

Da t e F or m a t YYYYDDMM N DDMMYY8. On


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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38


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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


code generator


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


DELIMITED attribute 28

delimited records

add-ins 24, 28


detail tables 31

directories

for data files 5

for definition files 7, 20

EExchange for Multi-sites

add-ins 18


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


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


logical record length 29

M

mapping columns 34

mapping data 31, 33

member name selectionadd-ins 25


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 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


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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