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Configuration

Source: vignettes/configuration.rmd
configuration.rmd

General configuration

sasquatch works by utilizing the SASPy python package, similar to packages like sasr or configSAS. This means everything we do to connect R and SAS, needs to go through SASPy.

Configuration steps for SASPy can vary greatly depending on the SAS client, but all configuration is specified within the sascfg_personal.py file inside of the SASPy package.

Setting up

Use the following function to create a sascfg_personal.py templated file.

sasquatch::configure_saspy()

This will create a file like the following:

SAS_config_names = ['config_name']

config_name = {
    
}

SAS_config_names should contain a string list of the variable names of all configurations. Configurations are specified as dictionaries, and configuration parameters depend on the access method.

Additionally, some access methods will require an additional authentication file (.authinfo for Linux and Mac, _authinfo for Windows) stored in the user’s home directory, which are constructed as follows:

config_name user {your username} password {your password}

Access methods

From here, you will need to fill out the config_name dictionary with your configuration definition. The required definition fields will depend on the access method required to connect to your SAS client.

The following is a breakdown of the access method by SAS deployment:

  • Stand-alone SAS 9 install
    • On Linux
      • Client Linux
        • STDIO - if on same machine
        • SSH (STDIO over SSH) if not the same machine. This works from Mac OS too.
      • Client Windows
        • SSH (STDIO over SSH)!
    • On Windows
      • Client Linux
        • Can’t get there from here
      • Client Windows
        • IOM or COM - on same machine. Can’t get there if different machines
  • Workspace server (this is SAS 9, and deployment on any platform is fine)
    • Client Linux or Mac OS
      • IOM - local or remote
    • Client Windows
      • IOM or COM - local or remote
    • SAS Viya install
      • On Linux
        • Client Linux
          • HTTP - must have compute service configured and running (Viya V3.5 and V4)
          • STDIO - over SSH if not the same machine (this was for Viya V3 before Compute Service existed, not for V4)
        • Client Windows
          • HTTP - must have compute service configured and running (Viya V3.5 and V4)
      • On Windows
        • HTTP - must have compute service configured and running (Viya V3.5 and V4)

More information

Further documentation and examples for each access type can be found within the SASPy configuration documentation

SAS On Demand for Academics configuration

Registration

SAS On Demand for Academics (ODA) is free SAS client for professors, students, and independent learners. Create an account at https://welcome.oda.sas.com/.

Once you have set up your account, log in and note the ODA server (in the picture below United States 2) and your username (under the email in the profile dropdown). We will need these for later.

Java installation

ODA relies on the IOM access method, which requires Java. Make sure Java is installed on your system. You can download Java from their website. Note the Java installation path.

Configuration

Set up for ODA is super easy. Run config_saspy() and follow the prompts (you may need to recall your username, server, and java installation path from earlier).

sasquatch::configure_saspy(template = "oda")

config_saspy(template = "oda") will create a sascfg_personal.py file with all the relevant configuration information and create an authinfo file, which will store your ODA credentials. More information about ODA configuration can be found in the ODA section of SASPy configuration documentation.