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Global Enablement & Learning

Task Development

This page lists tasks by their development status:




Backlog

These tasks are in the backlog to be written, and are stubs, ideas, or part-complete but not under active development. These tasks do not appear in the main checklist or in the lists of tasks grouped by topic.

0 tasks tagged as Backlog

# ▴ Title Description

In Progress

These tasks are currently being worked on. These tasks do not appear in the main checklist or in the lists of tasks grouped by topic.

0 tasks tagged as InProgress

# ▴ Title Description

Review

These tasks are written and ready for review, pending publication as 'Done'. These tasks do not appear in the main checklist or in the lists of tasks grouped by topic.

0 tasks tagged as Review

# ▴ Title Description

Done

These tasks are done, finished, complete and ready for public consumption.

Important: Only tasks tagged with Done are shown in the main checklist or in the lists of tasks grouped by topic. Tasks tagged as Backlog, InProgress and Review are not included in the checklists on those pages.

68 tasks tagged as Done

# ▴ Title Description
0010 Automate your SAS Viya Deployment Process Automate the process of creating and configuring your SAS Viya deployment
0020 Install the SAS Viya CLI Ensure you have installed the sas-viya cli and its plugins.
0030 Develop an update plan Develop an update plan: outline tasks required before, during and after an update
0040 Maintain a Secure Password Database Maintain a secure and encrypted password-protected password database using an appropriate software tool or service
0050 Update TLS certificates Generate new or renew expiring TLS certificates used for encryption of data in transit.
0060 Load POSIX attributes Load POSIX attributes for identities when attributes are not returned from the authentication provider
0070 Create and Configure User home-directories Create and configure user-home directories
0080 Ensure You Have Provided Sufficient Storage for Path-Based Caslibs Ensure you have provided sufficient filesystem storage of an appropriate type for path-based caslibs.
0090 Define a Process for Updating External Credentials Define a when and how you will update credentials that are stored in SAS Viya for external systems such as databases, when they change
0100 Know when to renew your OIDC client secret Open ID Connect uses expiring client secrets with a maximum lifetime of 2 years. If your SAS Viya deployment is configured to use OIDC, ensure that you know when this client secret expires so that you can renew it before it does.
0110 Configure Open Source Integration Configure open source integration
0120 Review Tuning Recommendations Review SAS Viya platform tuning recommendations and apply as needed
0130 Configure CORS and CSRF settings Configure the SAS Viya platform's Cross-Origin Resource Sharing (CORS) and Cross-Site Request Forgery (CSRF) settings for deployments behind a DNS alias or proxy, and for SAS Visual Analytics
0140 Service Level Agreement For enterprise-scale deployments, define a Service Level Agreement (SLA)
0150 Define your organization’s SAS support team structure, roles, and responsibilities Define your organization’s SAS support team structure, roles, and responsibilities
0160 Premium Support Consider whether you require premium or customized support for your SAS deployment
0170 Security Policy Write and maintain a security policy that covers the SAS Viya deployment
0180 Authorization Model Write and maintain a security model or an authorization model
0190 Select Log & Metric Monitoring and Alerting Solution Choose a log and metric monitoring and alerting solution
0200 Set Up Monitoring and Alerting Learn how to deploy, update and use either SAS Viya Monitoring for Kubernetes or a cloud provider's observability tools to leverage logging, monitoring and alerting capabilties in your Viya platform.
0210 Understand how to Check the Status of Services Ensure you know how to check the status of all SAS Viya services ad hoc at any time
0220 Configure audit record archival Configure and schedule the archiving of SAS Viya audit records.
0230 Enable job to purge archived audit records Enable the routine purging of archived audit records from the archive location (PV)
0240 Validate your SAS Viya Deployment Define a set of tests to validate that your SAS Viya deployment is functioning correctly
0250 Define a backup and restore strategy Define a backup and restore strategy
0260 Know how to Contact SAS Technical Support for Help Ensure all SAS platform administration staff know how to contact SAS Technical Support for help
0270 Identify Components of SAS and Third-Party Software Ensure you can identify the components of SAS and third-party software that make up SAS Viya
0280 Decide approach to applying updates Decide how and when your SAS Viya software will be updated
0290 Configure SAS Studio Preferences Configure SAS Studio Preferences
0300 Define a Process for Onboarding and Offboarding Users Document any steps that must be performed when new users are onboarded and offboarded
0310 Secure the sasboot password Disable the sasboot password reset feature after you have finished setting up identities and initial administrators
0320 Secure Default Caslibs, especially the Public Caslib Review and change default access controls on default CAS libraries
0330 Consider relocating CAS_DISK_CACHE Relocate the CAS_DISK_CACHE for CAS servers
0340 Configure CAS Allowlist Configure CAS allowlist for user-defined CAS libraries
0350 Configure External Access to CAS Configure access to CAS from outside your SAS Viya deployment
0360 Set location for SAS Work and other Programming Run-Time Temporary Files Move SAS Work and other Programming Run-Time Temporary Files to a better location than the default
0370 Configure Common Programming Run-Time Autoexec Statements Configure statements in SAS Programming Run-Time Autoexec code blocks, to set commonly used SAS options for macro programming, performance tuning, use of mail servers and pre-assigning SAS libraries.
0380 Modify Launcher and SAS Programming Run-Time Server Contexts Modify Launcher and Server contexts for SAS Compute Server, SAS Connect Server and SAS Batch Server
0390 Define Library Connection Data Sources as a Resource in SAS Programming Run-Time Contexts Compute, Connect and Batch contexts can be associated with Required Resources, the first of which is a Library Connection.
0400 Configure lockdown for SAS Programming run-time servers Configure lockdown for SAS Programming Run-Time servers
0410 Configure Programming Allowlist Configure SAS Programming Run-Time for user-defined paths
0420 Configure umask for SAS Programmning run-time servers Configure umask to e.g. 0002 for SAS Programming Run-Time servers, so that files created by users (including datasets in path-based libraries) are read-write for members of the user's primary POSIX group
0430 Set User Process Limit Set the maximum number of launched compute, connect or batch programming run-time pods each user may run simultaneously
0440 Tune the Programming Run-Time Tune the SAS Viya Platform Programming Run-time for better performance with your workload
0450 Design and Maintain a Schedule of SAS Administration Housekeeping Activities Design and maintain a schedule of SAS Viya platform administration housekeeping activities, specifying when regular tasks should be performed.
0460 Renew your SAS Viya License Obtain and apply a new SAS Viya platform license before your existing license expires
0470 Update the SAS Viya CLI Ensure you have installed the sas-viya cli and its plugins
0480 Renew your OIDC client secret If your SAS Viya deployment is configured to use OIDC, renew your OIDC client secret before it expires.
0490 Update External Credentials When external credentials change, follow your defined process to update them in SAS Viya
0500 Check the Status of SAS services Regularly check the status of SAS services
0510 Monitor Memory, CPU, Network, and Disk Throughput Usage Monitor memory usage, CPU usage, network I/O usage, disk throughput usage, input/output operations per second (IOPS), etc
0520 Monitor Log Messages Monitor log messages
0530 Examine the User Activity Report Examine the user activity report
0540 Change log levels Change the log threshold for a SAS component or service, to increase or decrease the detail of log messages it produces
0550 Monitor Storage Space Monitor the disk space used for SAS Viya
0560 Monitor Observability Storage Monitor the disk or other storage space used for the log and metric monitoring tools, and other observability tools deployed to monitor SAS Viya
0570 Stop and Start SAS Viya's Monitoring and Logging components Ensure you can stop the logging and monitoring solution and that you can start it back up when needed again.
0580 Onboard and Offboard Users Onboard new users and offboard old users
0590 Keep your Software Current Keep your software current with patch and version updates to stay within Standard Support guidelines.
0600 Regularly Re-Validate your SAS Viya Deployment Run a set of tests to validate that your SAS Viya deployment is functioning correctly
0610 Periodically Run an Inventory Scan on the Viya Environment Periodically Run an Inventory Scan on the Viya Environment
0620 Stop and Start SAS Viya software Ensure you can scale your SAS Viya deployment to zero, and that you can scale it back up when needed again.
0630 Inspect the Status of Scheduled Jobs Inspect the status of scheduled jobs
0640 Test the Process to Restore From Backups Periodically test the process to restore from backups
0650 Configure CAS server startup to load data Configure CAS server startup to load data
0660 Monitor Compute Sessions Use the sas-viya CLI, log and metric monitoring tools to monitor compute sessions
0670 Manage content stored in PostgreSQL Manage content stored in PostgresQL
0680 Maintain SAS Infrastructure Data Server Perform routine maintenance on the SAS Infrastructure Data Server


New

These tasks are new in this Checklist for SAS Viya 2020.1 and later. They have no equivalent in either of our earlier checklists.

40 tasks tagged as New

# ▴ Title Description Tags
0010 Automate your SAS Viya Deployment Process Automate the process of creating and configuring your SAS Viya deployment Initial,New,Done
0020 Install the SAS Viya CLI Ensure you have installed the sas-viya cli and its plugins. New,Initial,Done
0030 Develop an update plan Develop an update plan: outline tasks required before, during and after an update Initial,New,Done
0060 Load POSIX attributes Load POSIX attributes for identities when attributes are not returned from the authentication provider New,Initial,Done
0070 Create and Configure User home-directories Create and configure user-home directories New,Initial,Done
0100 Know when to renew your OIDC client secret Open ID Connect uses expiring client secrets with a maximum lifetime of 2 years. If your SAS Viya deployment is configured to use OIDC, ensure that you know when this client secret expires so that you can renew it before it does. Initial,New,Done
0110 Configure Open Source Integration Configure open source integration New,Initial,Done
0120 Review Tuning Recommendations Review SAS Viya platform tuning recommendations and apply as needed New,Initial,Done
0130 Configure CORS and CSRF settings Configure the SAS Viya platform's Cross-Origin Resource Sharing (CORS) and Cross-Site Request Forgery (CSRF) settings for deployments behind a DNS alias or proxy, and for SAS Visual Analytics Initial,New,Done
0190 Select Log & Metric Monitoring and Alerting Solution Choose a log and metric monitoring and alerting solution Initial,New,Done
0200 Set Up Monitoring and Alerting Learn how to deploy, update and use either SAS Viya Monitoring for Kubernetes or a cloud provider's observability tools to leverage logging, monitoring and alerting capabilties in your Viya platform. Initial,New,Done
0220 Configure audit record archival Configure and schedule the archiving of SAS Viya audit records. Initial,New,Done
0230 Enable job to purge archived audit records Enable the routine purging of archived audit records from the archive location (PV) Initial,New,Done
0240 Validate your SAS Viya Deployment Define a set of tests to validate that your SAS Viya deployment is functioning correctly Initial,New,Done
0250 Define a backup and restore strategy Define a backup and restore strategy Initial,New,Done
0280 Decide approach to applying updates Decide how and when your SAS Viya software will be updated Initial,New,Done
0290 Configure SAS Studio Preferences Configure SAS Studio Preferences New,Initial,Done
0310 Secure the sasboot password Disable the sasboot password reset feature after you have finished setting up identities and initial administrators Initial,New,Done
0320 Secure Default Caslibs, especially the Public Caslib Review and change default access controls on default CAS libraries Initial,New,Done
0330 Consider relocating CAS_DISK_CACHE Relocate the CAS_DISK_CACHE for CAS servers Initial,New,Done
0340 Configure CAS Allowlist Configure CAS allowlist for user-defined CAS libraries Initial,New,Done
0350 Configure External Access to CAS Configure access to CAS from outside your SAS Viya deployment Initial,New,Done
0370 Configure Common Programming Run-Time Autoexec Statements Configure statements in SAS Programming Run-Time Autoexec code blocks, to set commonly used SAS options for macro programming, performance tuning, use of mail servers and pre-assigning SAS libraries. Initial,New,Done
0390 Define Library Connection Data Sources as a Resource in SAS Programming Run-Time Contexts Compute, Connect and Batch contexts can be associated with Required Resources, the first of which is a Library Connection. Initial,New,Done
0400 Configure lockdown for SAS Programming run-time servers Configure lockdown for SAS Programming Run-Time servers New,Initial,Done
0410 Configure Programming Allowlist Configure SAS Programming Run-Time for user-defined paths Initial,New,Done
0420 Configure umask for SAS Programmning run-time servers Configure umask to e.g. 0002 for SAS Programming Run-Time servers, so that files created by users (including datasets in path-based libraries) are read-write for members of the user's primary POSIX group New,Initial,Done
0430 Set User Process Limit Set the maximum number of launched compute, connect or batch programming run-time pods each user may run simultaneously Initial,New,Done
0440 Tune the Programming Run-Time Tune the SAS Viya Platform Programming Run-time for better performance with your workload Initial,New,Done
0470 Update the SAS Viya CLI Ensure you have installed the sas-viya cli and its plugins New,Regular,Done
0480 Renew your OIDC client secret If your SAS Viya deployment is configured to use OIDC, renew your OIDC client secret before it expires. Regular,New,Done
0560 Monitor Observability Storage Monitor the disk or other storage space used for the log and metric monitoring tools, and other observability tools deployed to monitor SAS Viya Regular,New,Done
0570 Stop and Start SAS Viya's Monitoring and Logging components Ensure you can stop the logging and monitoring solution and that you can start it back up when needed again. Regular,New,Done
0590 Keep your Software Current Keep your software current with patch and version updates to stay within Standard Support guidelines. Regular,New,Done
0600 Regularly Re-Validate your SAS Viya Deployment Run a set of tests to validate that your SAS Viya deployment is functioning correctly Regular,New,Done
0610 Periodically Run an Inventory Scan on the Viya Environment Periodically Run an Inventory Scan on the Viya Environment New,Regular,Done
0650 Configure CAS server startup to load data Configure CAS server startup to load data New,Regular,Done
0660 Monitor Compute Sessions Use the sas-viya CLI, log and metric monitoring tools to monitor compute sessions Regular,New,Done
0670 Manage content stored in PostgreSQL Manage content stored in PostgresQL New,Regular,Done
0680 Maintain SAS Infrastructure Data Server Perform routine maintenance on the SAS Infrastructure Data Server New,Regular,Done

Legacy

These tasks are the modern SAS Viya 2020.1 equivalent of an task which also appeared in one of our earlier checklists. This task may differ significantly from its earlier equivalent.

28 tasks tagged as Legacy

# ▴ Title Description Tags
0040 Maintain a Secure Password Database Maintain a secure and encrypted password-protected password database using an appropriate software tool or service Initial,Legacy,Done
0050 Update TLS certificates Generate new or renew expiring TLS certificates used for encryption of data in transit. Initial,Legacy,Done
0080 Ensure You Have Provided Sufficient Storage for Path-Based Caslibs Ensure you have provided sufficient filesystem storage of an appropriate type for path-based caslibs. Initial,Legacy,Done
0090 Define a Process for Updating External Credentials Define a when and how you will update credentials that are stored in SAS Viya for external systems such as databases, when they change Initial,Legacy,Done
0140 Service Level Agreement For enterprise-scale deployments, define a Service Level Agreement (SLA) Initial,Legacy,Done
0150 Define your organization’s SAS support team structure, roles, and responsibilities Define your organization’s SAS support team structure, roles, and responsibilities Initial,Legacy,Done
0160 Premium Support Consider whether you require premium or customized support for your SAS deployment Initial,Legacy,Done
0170 Security Policy Write and maintain a security policy that covers the SAS Viya deployment Initial,Legacy,Done
0180 Authorization Model Write and maintain a security model or an authorization model Initial,Legacy,Done
0210 Understand how to Check the Status of Services Ensure you know how to check the status of all SAS Viya services ad hoc at any time Initial,Legacy,Done
0260 Know how to Contact SAS Technical Support for Help Ensure all SAS platform administration staff know how to contact SAS Technical Support for help Initial,Legacy,Done
0270 Identify Components of SAS and Third-Party Software Ensure you can identify the components of SAS and third-party software that make up SAS Viya Initial,Legacy,Done
0300 Define a Process for Onboarding and Offboarding Users Document any steps that must be performed when new users are onboarded and offboarded Initial,Legacy,Done
0360 Set location for SAS Work and other Programming Run-Time Temporary Files Move SAS Work and other Programming Run-Time Temporary Files to a better location than the default Initial,Legacy,Done
0380 Modify Launcher and SAS Programming Run-Time Server Contexts Modify Launcher and Server contexts for SAS Compute Server, SAS Connect Server and SAS Batch Server Initial,Legacy,Done
0450 Design and Maintain a Schedule of SAS Administration Housekeeping Activities Design and maintain a schedule of SAS Viya platform administration housekeeping activities, specifying when regular tasks should be performed. Initial,Legacy,Done
0460 Renew your SAS Viya License Obtain and apply a new SAS Viya platform license before your existing license expires Regular,Legacy,Done
0490 Update External Credentials When external credentials change, follow your defined process to update them in SAS Viya Regular,Legacy,Done
0500 Check the Status of SAS services Regularly check the status of SAS services Regular,Legacy,Done
0510 Monitor Memory, CPU, Network, and Disk Throughput Usage Monitor memory usage, CPU usage, network I/O usage, disk throughput usage, input/output operations per second (IOPS), etc Regular,Legacy,Done
0520 Monitor Log Messages Monitor log messages Regular,Legacy,Done
0530 Examine the User Activity Report Examine the user activity report Regular,Legacy,Done
0540 Change log levels Change the log threshold for a SAS component or service, to increase or decrease the detail of log messages it produces Regular,Legacy,Done
0550 Monitor Storage Space Monitor the disk space used for SAS Viya Regular,Legacy,Done
0580 Onboard and Offboard Users Onboard new users and offboard old users Regular,Legacy,Done
0620 Stop and Start SAS Viya software Ensure you can scale your SAS Viya deployment to zero, and that you can scale it back up when needed again. Regular,Legacy,Done
0630 Inspect the Status of Scheduled Jobs Inspect the status of scheduled jobs Regular,Legacy,Done
0640 Test the Process to Restore From Backups Periodically test the process to restore from backups Regular,Legacy,Done


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