SAS BI Portlets for WebSphere 7

Configuring SAS BI Portlets for the WebSphere Portal

To configure and deploy the SAS BI portlets 4.31 to the WebSphere Portal Server 7, follow these steps.
  1. Modify the JVM arguments in the WebSphere Administrative Console. See Modify JVM Arguments in the WebSphere Administrative Console.
  2. Set up the PFS JAAS configuration in the WebSphere Administrative Console. See Set Up the PFS JAAS Configuration in the WebSphere Administrative Console.
  3. Create Metadata Accounts for WebSphere Portal Users in SAS Management Console. See Add the WebSphere Portal Users to the Metadata Server.
  4. Deploy the SAS BI Portlets in the WebSphere Portal. See Deploy the SAS BI Portlets in the WebSphere Portal.
  5. Assign permissions to SAS BI Portlets in the WebSphere Portal. See Assign Permissions to the SAS BI Portlets in the WebSphere Portal.
  6. Add the SAS BI Portlets to the WebSphere Portal page. See Add the SAS BI Portlets to the WebSphere Portal Page.

Modify JVM Arguments in the WebSphere Administrative Console

Before you modify the JVM arguments in the WebSphere Administrative Console, access the environment.properties file located in the SAS-configuration-directory\Lev1\Web\Applications\RemoteServices directory. Make a note of the multicast address and port number specified in that file. You need that information when specifying the JVM arguments in the WebSphere Administrative Console. For information about multicast IP address and multicast UDP port number, see Key Multicast Properties in SAS Intelligence Platform: Middle-Tier Administration Guide.
The JVM arguments that you specify in the WebSphere Administrative Console can also be obtained from your instructions.html file.
To modify JVM arguments in the WebSphere Administrative Console, follow these steps:
  1. Start the WAS Administrative Console and log on to the console.
  2. Expand Serversthen select Server Typesthen selectWebSphere application servers and select WebSphere Portal.
  3. On the Configuration tab, under Server Infrastructure, click on Java and Process Management.
  4. Select Process definition.
  5. Under Additional Properties, click Java Virtual Machine.
  6. In the Generic JVM Arguments field, enter the JVM arguments for the multicast address and port. Make sure that the multicast address matches the value specified in the environment.properties file located in the SAS-configuration-directory/Lev1/Web/Applications/RemoteServices. To avoid errors when entering the syntax for the JVM arguments, enter the syntax in a text file. Then, paste the typed text into the Generic JVM Arguments field. Substitute values for the SAS-configuration-directory multicast address and port number and save your changes: 
    -Xgcpolicy:gencon -Dcom.sun.management.jmxremote
-Dsun.rmi.dgc.client.gcInterval=3600000
-Dsun.rmi.dgc.server.gcInterval=3600000
-Djava.awt.headless=true -Dsas.container.identifier=websphere
-Dsas.auto.publish.port=9080
-Dcom.sas.services.logging.disableRemoteList=true
-Dcom.sas.services.logging.disableRemoteLogging=true
-Djava.net.preferIPv4Stack=true
-Djava.net.preferIPv6Addresses=false
-Dmulticast_udp_ttl=32
-Dmulticast.address=IP address used for the multicast address
-Dmulticast.port=port number
-Dcom.sas.log.config.url=file:///SAS-configuration-directory
/Lev1/Web/Common/LogConfig/
  7. Save your changes.

Set Up the PFS JAAS Configuration in the WebSphere Administrative Console

To set up the PFS JAAS configuration in the WebSphere Administrative Console, follow these steps:
  1. Start the WAS Administrative Console and log on to the console.
  2. Expand Securitythen selectGlobal Security.
  3. Under Authentication, click to expand Java Authentication and Authorization Service, and click Application logins.
  4. Click New.
  5. Under General Properties, enter PFS in the field for Alias. Click Apply.
  6. Under the JAAS login modules panel, click New.
  7. In the field for Module class name, enter com.sas.services.security.login.TrustedLoginModule, and click Apply.
  8. In the Authentication strategy field, select SUFFICIENT, and click Apply.
  9. Under Custom Properties, click New to add a new Name and Value pair.
  10. In the fields for Name and Value, enter each of the following pairs of values, and save your changes after entering each pair of values:
    Name host name
    Value IP address or host name of your SAS Metadata Server
    Name port
    Value 8561
    Name repository
    Value Foundation
    Name domain
    Value DefaultAuth
    Name trusteduser
    Value sastrust@saspw
    Name trusted_user_name
    Value password
    Name debug
    Value false
  11. Restart the WebSphere Portal Server.

Add the WebSphere Portal Users to the Metadata Server

In order to log on to a SAS client, a user must have an account that can provide access to the metadata server. This user account also enables each user to log on to the WebSphere portal to access the SAS BI portlets.
Users of the SAS BI portlets must be defined in the metadata server used by the SAS BI portlets. These users should belong to the appropriate group in the metadata. There are several ways to add users to the metadata server. You can access User Manager plug-in within SAS Management Console and add users. Another method is to batch import users from a provider such as LDAP into the SAS metadata. The group to which the users are added affects the functions performed by the users.
For information about how to add users with the User Manager plug-in in SAS Management Console, see User Administration Tasks in SAS Management Console: Guide to Users and Permissions.
When the WebSphere Portal Server 7 is installed, the wasadmin account is created. Create a wasadmin account in SAS Management Console by accessing the User Manager plug-in. Specify the following values:
Name wasadmin
Display Name WPS Admin User
User ID wasadmin
Password Leave this field blank because a password should not be specified. The user’s credentials are passed by using trusted authentication.
Authentication Domain DefaultAuth
You can also create a WebSphere Portal Server demo account:
Name wpssasdemo
Display Name WPS SAS Demo User
User ID wpssasdemo
Password Leave this field blank because a password should not be specified. The user’s credentials are passed by using trusted authentication.
Authentication Domain DefaultAuth

Deploy the SAS BI Portlets in the WebSphere Portal

To deploy the SAS BI portlets to the WebSphere Portal, follow these steps:
  1. Log on to the WebSphere Portal Administrative Console as the wasadmin user.
  2. On the Administration tab, under Portlet Management, select Web Modules.
  3. In the Manage Web Modules panel, click Install.
  4. Click Browse, navigate to the SAS-configuration-directory\Lev1\Web\Staging directory, and select sas.biportlets4.3.war file.
  5. Click Next and enter the following values:
    Enterprise Application display name: SASBIPortlets
    Context root: /SASBIPortlets
  6. Click Finish to save the settings.
  7. Search for the sas.biportlets4.3.war file in order to verify that it was installed.

Assign Permissions to the SAS BI Portlets in the WebSphere Portal

To assign permissions to the SAS BI Portlets and enable users to access these portlets, follow these steps:
  1. Log on to the WebSphere Portal Administration Console as the wasadmin user.
  2. On the Administration tab, under Portlet Management, select Portlets.
  3. In the Manage Portlets panel, search for SAS to find the SAS BI Portlets.
  4. For each of the SAS BI Portlets, change the resource permissions for the Editor and User:
    1. Click the Key icon to display the Resource Permissions page.
    2. Click the Edit Role icon for the Editor.
    3. In the Resource Permissions page for the Editor, click Add to display the Add Role Members panel.
    4. Select the check box for Users and User Groups, and click OK to return to the Resource Permissions page for the portlet. Note that when you select the check box for Users and User Groups, check boxes are selected for All Authenticated Portal Users, All Portal User Groups, and Anonymous Portal User.
    5. Click on the portlet name to return to the Resource Permissions page for the portlet.
    6. In the Resource Permission page for the portlet, click the Edit Role icon for the User.
    7. Click Add to display the Add Role Members panel.
    8. Select the check box for Users and User Groups, and click OK to return to the Resource Permission page for the portlet.
    9. Click on the portlet name to return to the Resource Permission page for the portlet.
    10. Click Apply.
    11. Click Done.
  5. Repeat these steps to assign permissions for the Editor and User associated with each of the SAS BI Portlets.

Add the SAS BI Portlets to the WebSphere Portal Page

To view and use the SAS BI Portlets, add the portlets to a user's Web page in the WebSphere Portal. For instructions about how to add and use portlets, see the online Help for WebSphere Portal.
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