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«Enabling Unchallenged Access in the SAS Information Delivery Portal September, 2009 Enabling Unchallenged Access in the SAS Information Delivery ...»

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5. Log off the SAS Guest User.

Validate Unchallenged Access

1. Navigate to the public URL to make sure the Information Delivery Portal is configured properly and content is displayed appropriately. The default URL will be in the format of http://machine:port/SASPortal/public.

2. Unchallenged access allows users to view SAS content without authenticating. It is the SAS administrator’s responsibility to make sure any content that needs to be secured is not accessible via unchallenged access. It is also the SAS administrator’s responsibility to make sure the unchallenged content cannot be modified.

–  –  –

Migration Deployment The following process outlines the steps required to convert a 9.2 deployment, migrated from an existing 9.1.3 Public

Kiosk deployment, to support unchallenged access. These instructions assume:

 Migration is from a 9.1.3 SP4 SAS Information Delivery Portal deployment where content is made available to users without challenging them for credentials using the 9.1.3 Public Kiosk capability.

 The deployment uses host authentication. Unchallenged access will work with other authentication schemes, but that process is not documented.

 The 9.1.3 Public Kiosk content was managed by the SAS Guest person using the sasguest login. The unchallenged user content will be managed by the same user in the 9.2 deployment. Unchallenged access will work for other users, but that process is not documented.

 The instructions are based on, but not limited to, a Windows deployment.

Install SAS 9.2, maintenance 2

1. Run the SAS Migration Utility on the 9.1.3 SP4 deployment to create a migration package.

2. Install SAS 9.2 maintenance 2 using the migration path.

3. Validate the new deployment. Important Note: Do not log on to the Information Delivery Portal using the SAS Guest User at this time. Doing so will create group shared pages and page from page templates. If pages are created with a persistent store, it is difficult to remove them from the SAS Guest User’s page list.

4. Stop the Web application server, Remote Services application, and SAS servers.

5. Backup the deployment.

Configure the Unchallenged User

1. Create the operating system user account for the SAS Guest User, for example sasguest, if it does not exist. See the SAS 9.2 Intelligence Platform: Installation and Configuration Guide for details.

2. Start the SAS servers and Remote Services application. Important Note: Do not start the Web application server.

3. Since this is a migrated system, the SAS Guest person and sasguest login should already be defined.

4. Use the SAS Management Console to modify the SAS Guest user. Since this is a migrated system, the SAS Guest user and its sasguest login should already be defined.

4.1. Log on as the administrative user, for example sasadm.

4.2. If the sasguest host account or password is different from the 9.1.3 deployment, update the sasguest login.

4.3. On the Plug-ins tab, select User manager.

4.4. Right-click on the SAS Guest user and then select the Properties menu item.

4.5. Select the Accounts tab and then select the New button to create a second login. The User ID should be the same as the first login. For example, sasguest. The Password should be left blank. Create a new, unique Authentication Domain that will only be used by this login. For example, IDPUnchallengedAccess.

5. If dashboards are available for unchallenged access, make sure the SAS Guest User and the PUBLIC and SASUSERS groups are not members of the BI Dashboard Administrators group. See the SAS 9.2 Intelligence Platform: Web Application Administration Guide for details on administering security for SAS BI Dashboard.

6. If reports are available for unchallenged access, make sure the SAS Guest User and the PUBLIC and SASUSERS groups are not members of either the Web Report Studio: Report Creation or Web Report Studio: Advanced roles. See the SAS 9.2 Intelligence Platform: Web Application Administration Guide for details on roles in SAS Web Report Studio.

7. Temporarily configure the SAS Guest User as the PUBLIC content administrator so migrated content can be converted for unchallenged access. See the SAS 9.2 Intelligence Platform: Web Application Administration Guide for details.

Configure the SAS Information Delivery Portal Web Application for Unchallenged Access

1. Edit SASHOME\SASInformationDeliveryPortal\4.2\Configurable\wars\sas.portal\WEB-INF\web.xml.orig.

1.1. Locate the following filter-mapping entry in the web.xml.orig file:

–  –  –

1.3. To reduce the amount of memory consumed by unchallenged users who are no longer using the Information Delivery Portal, the servlet timeout should be reduced. Locate the following session-config entry in the

web.xml.orig file:

session-config session-timeout30/session-timeout /session-config and change the session-timeout entry to reduce the number of minutes it takes for an unused session to time out, for example 10.

1.4. Save the web.xml.orig file when finished.





Rebuild and Redeploy the SAS Information Delivery Portal EAR File In the previous section, changes were made to the web.xml.orig file in the SAS installation directory. In order to make these changes available, the SAS Information Delivery Portal Web application must be rebuilt and redeployed.

5. Stop the Web application server if it is running.

6. Rebuild the Information Delivery Portal Web application using the SAS Deployment Manager. See the SAS 9.2 Intelligence Platform: Web Application Administration Guide for details on rebuilding Web applications.

6.1. Run the SAS Deployment Manager, for example C:\Program Files\SAS\SASDeploymentManager\9.2\config.exe.

6.2. After choosing the runtime language, select the Rebuild Web Applications radio button.

6.3. Select or enter your Configuration Directory.

6.4. Enter the unrestricted user ID and password, for example sasadm@saspw.

6.5. Check the Information Delivery Portal.

–  –  –

7. Redeploy the Information Delivery Portal Web application using the instructions documented in the SAS 9.2 Intelligence Platform: Web Application Administration Guide.

8. Important Note: Do not log on to the Information Delivery Portal using the SAS Guest User at this time. Doing so will create group shared pages and page from page templates. If pages are created with a persistent store, it is difficult to remove them from the SAS Guest User’s page list.

Configure SAS Information Delivery Portal Metadata for Unchallenged Access To simplify management of unchallenged access, most configuration properties are stored in the SAS Metadata Server.

These properties can be changed at any time after unchallenged access is enabled, but the SAS Information Delivery Portal Web application must be stopped and restarted in order for the changes to take effect.

1. Stop the Web application server if it is running. The metadata created in this section is loaded into the SAS Information Delivery Portal Web application at startup time.

2. Use the SAS Management Console to add unchallenged access configuration properties to the SAS Metadata Server.

2.1. Log on as the administrative user, for example sasadm.

2.2. On the Plug-ins tab, expand Application Management, and then expand Configuration Manager.

2.3. Right-click on Information Delivery Portal 4.2 and then select the Properties menu item.

2.4. Select the Advanced tab and add the following name / value pairs:

–  –  –

Important Note: If the SAS Information Delivery Portal configuration is removed for any reason, the unchallenged access configuration properties will also be removed. After the SAS Deployment Wizard has reconfigured the SAS Information Delivery Portal, follow the instructions in this section to reset them.

Create Content for Unchallenged Access When an unchallenged user accesses the Information Delivery Portal using the public URL, the will see all of the pages in the unchallenged user’s page list. This section describes how to convert the 9.1.3 Public Kiosk pages that were migrated to 9.2 PUBLIC shared pages to the unchallenged user’s page list.

1. Start the Web application server.

2. Log on to the Information Delivery Portal as the SAS Guest user, for example sasguest.

3. The pages in the 9.1.3 Public Kiosk should be the only pages in the SAS Guest user’s page list. Navigate to each page, select the Options menu and then select the Edit Page Properties menu item. On the Edit Page Properties screen change Location from PUBLIC to not shared to make the page private to the SAS Guest user. In most cases, select the Move the following items to the specified share location checkbox to make the page’s content private.

4. Optionally reorder pages, added pages, or update existing page content.

5. Review the SAS Guest user’s pages and make sure the content displayed is appropriate for public access.

6. Log off the SAS Guest user.

7. Important Note: Remove the SAS Guest user from the list of PUBLIC content administrators. See the SAS 9.2 Intelligence Platform: Web Application Administration Guide for details.

–  –  –

Validate Unchallenged Access

1. Navigate to the public URL to make sure the Information Delivery Portal is configured properly and content is displayed appropriately. The default URL will be in the format of http://machine:port/SASPortal/public.

2. Unchallenged access allows users to view SAS content without authenticating. It is the SAS administrator’s responsibility to make sure any content that needs to be secured is not accessible via unchallenged access. It is also the SAS administrator’s responsibility to make sure the unchallenged content cannot be modified.

–  –  –

Maintenance Considerations After Applying Maintenance or Hot Fixes Configuring unchallenged access to the Information Delivery Portal requires manual changes to the web.xml.orig file in the SAS installation directory. These changes may be lost when maintenance or hot fixes are applied, so it is important to document them. Always review the web.xml.orig file after maintenance or hot fixes are installed and reapply unchallenged access modifications as needed. If modification must be reapplied, the sas.portal4.2.ear file will need to be rebuild and redeployed. To do this, follow the instructions in the Rebuild the SAS Information Delivery Portal EAR file and Configure SAS Information Delivery Portal Metadata for Unchallenged Access sections.

After Removing the SAS Information Delivery Portal Configuration If the SAS Information Delivery Portal configuration is removed for any reason, the unchallenged access configuration properties will also be removed. After the SAS Deployment Wizard has reconfigured the SAS Information Delivery Portal, follow the instructions in the Configure SAS Information Delivery Portal Metadata for Unchallenged Access section.

SAS Logon Manager Configuration When the unchallenged user logs off the SAS Information Delivery Portal or their session times out, they will be routed to the SAS Logon Manager. A site should not configure the SAS Logon Manager to display the Log On button unless they want the user to be able to log on to the SAS Information Delivery Portal. Selecting the Log On button will prompt the user for a user ID and password.

When the session times out, the user will be taken to the session timeout page of the SAS Logon Manager. The SAS Logon Manager supports customization of both the timeout and log off pages in two ways. A custom message can be displayed and/or Log on buttons can be displayed. There may be some opportunities to enhance the unchallenged user’s

experience by modifying the timeout and log off messages. The default message states:

Note: The information that you have just viewed will remain in your browser's memory until the window is closed. Therefore, for added security, please close your browser as soon as you are finished with your session.

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