Technology Tales

Moving from 32-Bit to 64-Bit SAS on Windows

15^th March 2026

Moving from 32-bit SAS on Microsoft Windows to a 64-bit environment can look deceptively straightforward from the outside. The operating system is still Windows, programmes often run without alteration, and many data sets open just as expected. Beneath that continuity, however, sit several technical differences that matter considerably in practice, especially for organisations with long-lived code, established format libraries and regular exchanges with Microsoft Office files.

What makes this transition particularly awkward is that SAS treats some of these changes as more than a simple in-place upgrade. As Jacques Thibault notes in his PharmaSUG 2012 paper, a new operating system will often be accompanied by a new version of surrounding applications, and what matters most is ensuring sufficient time and resources to fully test existing programmes under the new environment before committing to the change. SAS file types are not uniformly portable across the 32-bit to 64-bit boundary, and support behaviour also differs by SAS release, with SAS 9.3 marking the point at which some earlier friction was meaningfully reduced. As of 2025, the current release of the SAS 9 line is SAS 9.4 Maintenance 9 (M9), and organisations running any SAS 9.4 release benefit from the data-set interoperability improvements first introduced in SAS 9.3, whilst the catalog and Office-integration issues described in this article remain relevant across all SAS 9.x environments.

Data Sets and Catalogs: A Fundamental Distinction

The broadest distinction is between SAS data sets and SAS catalogs. Data sets are generally more forgiving, while catalogs are not. SAS Usage Note 38339 explains that when upgrading from 32-bit to 64-bit Windows SAS in releases earlier than SAS 9.3, Cross-Environment Data Access (CEDA) is invoked to access 32-bit SAS data sets. CEDA allows the file to be read without immediate conversion, though it can impose restrictions and may reduce performance. The same note states directly that 64-bit SAS provides no access to 32-bit catalogs at all.

That distinction sits at the centre of most migration problems, and it is the reason a move that feels routine can catch teams off guard when they first encounter the ERROR: CATALOG was created for a different operating system message. As Chris Hemedinger explains in a post on The SAS Dummy, the move from 32-bit SAS for Windows to 64-bit SAS for Windows is, for all intents and purposes, a platform change from SAS's perspective, even though only the bit architecture has changed, and SAS catalogs are not portable across platforms.

How SAS Handles Data Sets Across the Boundary

For data sets, the picture is comparatively manageable. If a 32-bit SAS data set is opened in a 64-bit SAS session in releases before SAS 9.3, SAS writes a note to the log stating that the file is native to another host or that its encoding differs from the current session encoding, and that Cross-Environment Data Access will be used, which might require additional CPU resources and might reduce performance. This is SAS performing translation work in the background, and whilst useful for continued access, it is not always ideal for regular production use.

There is an important nuance that changes things significantly with SAS 9.3. In 32-bit SAS on Windows, the data representation is WINDOWS_32, whilst in 64-bit SAS on Windows it is WINDOWS_64. Hemedinger notes that in SAS 9.3 the developers taught SAS for Windows to bypass the CEDA layer when the only encoding difference is WINDOWS_32 versus WINDOWS_64. SAS Knowledge Base article 38379 confirms this, stating that from SAS 9.3 onwards, Windows 32-bit data sets can be read, written and updated in Windows 64-bit SAS, and vice versa, as a result of a change in how SAS determines file compatibility at open time. Users on SAS 9.3 and later, including all SAS 9.4 maintenance releases, may therefore see fewer warnings and less friction with ordinary data sets originating in 32-bit Windows SAS.

Converting Data Sets to Native 64-Bit Format

Even with those SAS 9.3 improvements, many organisations prefer to convert files into the native 64-bit format rather than rely indefinitely on cross-environment access. For entire libraries, PROC MIGRATE is the recommended mechanism. SAS Usage Note 38339 notes that for releases preceding SAS 9.3, PROC MIGRATE can migrate 32-bit SAS data sets to 64-bit, changing their format so that CEDA is no longer required.

The advantages of PROC MIGRATE over the older conversion procedures are set out in detail by Diane Olson and David Wiehle of SAS Institute in their paper hosted by the University of Delaware. Unlike PROC COPY, PROC MIGRATE retains deleted observations, migrates audit trails, preserves all integrity constraints and automatically retains created and last-modified date/times, compression, encryption, indexes and passwords from the source library. It is designed to produce members in the target library that differ from the source only in being in the new SAS format.

When the task concerns individual SAS data files rather than a whole library, SAS Usage Note 38339 points to PROC COPY with the NOCLONE option. Used in a 64-bit SAS session, this copies a 32-bit Windows data set into a new file that is native to the 64-bit environment. The NOCLONE option prevents SAS from cloning the original data representation during the copy, so that the resulting file is written in the target environment's native format and CEDA is no longer needed to process it. Thibault's PharmaSUG paper illustrates this with an example using PROC COPY with the NOCLONE option together with an OUTREP setting on the target LIBNAME statement to force creation in the desired representation.

Catalogs: The Hard Problem

Catalogs are a different matter entirely. If a user running 64-bit SAS attempts to open a catalog created in a 32-bit SAS session, the familiar error appears: ERROR: CATALOG was created for a different operating system. In the case of format catalogs, a related message often reads ERROR: File LIBRARY.FORMATS.CATALOG was created for a different operating system, and this is frequently followed by failures to use user-defined formats attached to variables. As the SSCC guidance from the University of Wisconsin-Madison notes, this can prevent 64-bit SAS from reading the data set at all, with the error about formats recorded only in the log whilst the visible symptom is simply that the table did not open.

This matters because catalogs are machine-dependent. User-defined formats created by PROC FORMAT are usually stored in catalogs, often in a member named FORMATS. If those formats were built in 32-bit SAS, 64-bit SAS cannot use the catalog directly, and this affects not only explicit formatting in code but also routine data viewing because a data set linked to permanent user-defined formats may fail to display properly unless the associated format catalog is converted.

Options for Migrating Format Catalogs

There are several ways to address catalog incompatibility. If the original PROC FORMAT source code still exists, the cleanest option is simply to rerun it under 64-bit SAS, producing a fresh native catalog. The SSCC guidance treats this as the easiest solution that preserves the formats themselves, and it also describes a short-term workaround: adding a bare format female; statement to the DATA or PROC step, which removes the custom format from that variable, so there is no need to read the problem catalog file at all.

When source code is not available, transport-based conversion is the answer. In a 32-bit SAS session, PROC CPORT creates a transport file from the catalog library, and in a 64-bit SAS session, PROC CIMPORT recreates the catalog in the new environment. SAS Knowledge Base article KB0041614 provides sample code that creates a transport file in 32-bit SAS using proc cport lib=my32 file=trans memtype=catalog; select formats; and then unloads it in 64-bit SAS using PROC CIMPORT, after which a new Formats.sas7bcat file should be present in the target library. The same article notes that if access to a 32-bit SAS session is simply not available, the system option NOFMTERR can be submitted as a last resort: this allows the underlying data values to be displayed whilst user-defined formats are ignored, avoiding the error without converting the catalog.

A more robust route for user-defined formats is to avoid moving the catalog as a catalog at all. PROC FORMAT can write format definitions to a standard SAS data set using CNTLOUT, and later rebuild them from that data set using CNTLIN. Because SAS data sets are generally portable across the 32-bit to 64-bit boundary, this method sidesteps the catalog incompatibility directly. KB0041614 describes CNTLOUT/CNTLIN as the most robust method available for migrating user-defined format libraries. Karin LaPann, writing in a poster presented at a meeting of the Philadelphia Area SAS Users Group, reaches the same conclusion and recommends always creating data sets from format catalogs and storing them alongside the data in the same library as a matter of good practice.

Caveats: Item Stores, Compiled Macros and the PIPE Engine

SAS Usage Note 38339 explicitly states that stored compiled macro catalogs are not supported by PROC CPORT and must be recompiled in the new operating environment, with SAS Note 46846 covering compatibility guidance for those files specifically. The note also warns that the 32-bit version of SAS should not be removed until it can be verified that all 32-bit catalogs have been successfully migrated.

Thibault's PharmaSUG paper identifies two further file types that require attention. SAS Item Store files (.sas7bitm), which organisations may use to store standard PROC TEMPLATE output templates, are not compatible across 32-bit and 64-bit environments, and the practical solution is to recreate them under the new environment using the same programme that created them originally, targeting a different output directory to avoid a mixed 32-bit and 64-bit directory. Thibault also notes that programmes using the PIPE engine may produce errors on Windows 64-bit environments, and recommends replacing such code with newer SAS functions such as filename, dopen and dread to avoid the issue altogether. These are not universal blockers, but they underline why testing is essential rather than assumed.

Microsoft Office Integration After the Move

Another area where 64-bit moves catch users out is access to Microsoft Excel and Access files. The issue is not SAS data compatibility but the bit-ness of the Microsoft data providers. In 64-bit SAS for Windows, attempts to use PROC IMPORT with DBMS=EXCEL, PROC EXPORT with Excel or Access options, or LIBNAME EXCEL can fail with errors such as ERROR: Connect: Class not registered or Connection Failed. As Hemedinger explains, the cause is that the 64-bit SAS process cannot use the built-in data providers for Microsoft Excel or Microsoft Access, which are usually 32-bit modules. Thibault's paper confirms that installation of the PC Files Server on the same machine will be required, since the required 32-bit ODBC drivers are incompatible with 64-bit SAS on Windows.

The workarounds depend on the file type and local setup. SAS/ACCESS to PC Files provides methods such as DBMS=EXCELCS, DBMS=ACCESSCS and LIBNAME PCFILES, all of which use the PC Files Server as an intermediary, with an autostart feature that minimises configuration changes to existing SAS programmes. For .xlsx files, DBMS=XLSX removes the Microsoft data providers from the equation entirely and requires no additional setup from SAS 9.3 Maintenance 1 onwards. Installing 64-bit Microsoft Office may appear to solve the bit-ness mismatch by supplying 64-bit providers, but as Hemedinger cautions, Microsoft recommends the 64-bit version of Office in only a few circumstances, and that route can introduce other incompatibilities with how Office applications are used.

Identifying 32-Bit Catalogs in a Mixed Environment

In mixed environments, a practical challenge is identifying which catalogs are still 32-bit and which are already 64-bit. This was precisely the problem Michael Raithel posed on LinkedIn in March 2015, after finding that no SAS facility, whether PROC CATALOG, PROC CONTENTS, PROC DATASETS or the Dictionary Tables, provided a direct way to distinguish them. His solution treats the .sas7bcat file as a flat file rather than a catalog, reading the first record and searching for the character strings W32_7PRO (identifying a 32-bit catalog) and X64_7PRO (identifying a 64-bit catalog). The macro he developed can be run against any number of catalogs and builds a SAS data set recording the bit-ness and full path of each file, making large-scale inventory automation entirely practical during a phased transition.

For broader validation work, the Olson and Wiehle paper pairs PROC MIGRATE with macros based on PROC CONTENTS, PROC DATASETS and PROC COMPARE, documenting what existed in the source library before migration and verifying what exists in the target library afterwards. For highly regulated or large-scale environments, that kind of structured checking is not optional.

Navigating the Transition Without Unnecessary Disruption

The main lesson from all of this is that moving from 32-bit to 64-bit SAS on Windows is not simply a matter of reinstalling software and carrying on unchanged. Much will work as before, particularly with ordinary data sets and particularly in SAS 9.3 and later. Catalogs, format libraries, item stores and Microsoft Office integration, however, require deliberate attention.

The transition is not so much problematic as predictable. Keeping 32-bit SAS available until catalog migration is confirmed, using PROC MIGRATE for full libraries, using PROC COPY with NOCLONE for individual data sets, converting format catalogs via CPORT/CIMPORT or CNTLOUT/CNTLIN, recreating item stores and compiled macros in the new environment and testing Office-related workflows and PIPE based code before deployment together form a sound path through the process. With that preparation in place, the advantages of a 64-bit environment can be gained without avoidable disruption.

SAS Packages: Revolutionising code sharing in the SAS ecosystem

26^th July 2025

In the world of statistical programming, SAS has long been the backbone of data analysis for countless organisations worldwide. Yet, for decades, one of the most significant challenges facing SAS practitioners has been the efficient sharing and reuse of code. Knowledge and expertise have often remained siloed within individual developers or teams, creating inefficiencies and missed opportunities for collaboration. Enter the SAS Packages Framework (SPF), a solution that changes how SAS professionals share, distribute and utilise code across their organisations and the broader community.

The Problem: Fragmented Knowledge and Complex Dependencies

Anyone who has worked extensively with SAS knows the frustration of trying to share complex macros or functions with colleagues. Traditional code sharing in SAS has been plagued by several issues:

• Dependency nightmares: A single macro often relies on dozens of utility macros working behind the scenes, making it nearly impossible to share everything needed for the code to function properly
• Version control chaos: Keeping track of which version of which macro works with which other components becomes an administrative burden
• Platform compatibility issues: Code that works on Windows might fail on Linux systems and vice versa
• Lack of documentation: Without proper documentation and help systems, even the most elegant code becomes unusable to others
• Knowledge concentration: Valuable SAS expertise remains trapped within individuals rather than being shared with the broader community

These challenges have historically meant that SAS developers spend countless hours reinventing the wheel, recreating functionality that already exists elsewhere in their organisation or the wider SAS community.

The Solution: SAS Packages Framework

The SAS Packages Framework, developed by Bartosz Jabłoński, represents a paradigm shift in how SAS code is organised, shared and deployed. At its core, a SAS package is an automatically generated, single, standalone zip file containing organised and ordered code structures, extended with additional metadata and utility files. This solution addresses the fundamental challenges of SAS code sharing by providing:

• Functionality over complexity: Instead of worrying about 73 utility macros working in the background, you simply share one file and tell your colleagues about the main functionality they need to use.
• Complete self-containment: Everything needed for the code to function is bundled into one file, eliminating the "did I remember to include everything?" problem that has plagued SAS developers for years.
• Automatic dependency management: The framework handles the loading order of code components and automatically updates system options like cmplib= and fmtsearch= for functions and formats.
• Cross-platform compatibility: Packages work seamlessly across different operating systems, from Windows to Linux and UNIX environments.

Beyond Macros: A Spectrum of SAS Functionality

One of the most compelling aspects of the SAS Packages Framework is its versatility. While many code-sharing solutions focus solely on macros, SAS packages support a wide range of SAS functionality:

• User-defined functions (both FCMP and CASL)
• IML modules for matrix programming
• PROC PROTO C routines for high-performance computing
• Custom formats and informats
• Libraries and datasets
• PROC DS2 threads and packages
• Data generation code
• Additional content such as documentation PDF files

This comprehensive approach means that virtually any SAS functionality can be packaged and shared, making the framework suitable for everything from simple utility macros to complex analytical frameworks.

Real-World Applications: From Pharmaceutical Research to General Analytics

The adoption of SAS packages has been particularly notable in the pharmaceutical industry, where code quality, validation and sharing are critical concerns. The PharmaForest initiative, led by PHUSE Japan's Open-Source Technology Working Group, exemplifies how the framework is being used to revolutionise pharmaceutical SAS programming. PharmaForest offers a collaborative repository of SAS packages specifically designed for pharmaceutical applications, including:

• OncoPlotter: A comprehensive package for creating figures commonly used in oncology studies
• SAS FAKER: Tools for generating realistic test data while maintaining privacy
• SASLogChecker: Automated log review and validation tools
• rtfCreator: Streamlined RTF output generation

The initiative's philosophy captures perfectly the spirit of the SAS Packages Framework: "Through SAS packages, we want to actively encourage sharing of SAS know-how that has often stayed within individuals. By doing this, we aim to build up collective knowledge, boost productivity, ensure quality through standardisation and energise our community".

The SASPAC Archive: A Growing Ecosystem

The establishment of SASPAC (SAS Packages Archive) represents the maturation of the SAS packages ecosystem. This dedicated repository serves as the official home for SAS packages, with each package maintained as a separate repository complete with version history and documentation. Some notable packages available through SASPAC include:

• BasePlus: Extends BASE SAS with functionality that many developers find themselves wishing was built into SAS itself. With 12 stars on GitHub, it's become one of the most popular packages in the archive.
• MacroArray: Provides macro array functionality that simplifies complex macro programming tasks, addressing a long-standing gap in SAS's macro language capabilities.
• SQLinDS: Enables SQL queries within data steps, bridging the gap between SAS's powerful data step processing and SQL's intuitive query syntax.
• DFA (Dynamic Function Arrays): Offers advanced data structures that extend SAS's analytical capabilities.
• GSM (Generate Secure Macros): Provides tools for protecting proprietary code while still enabling sharing and collaboration.

Getting Started: Surprisingly Simple

Despite the capabilities, getting started with SAS packages is fairly straightforward. The framework can be deployed in multiple ways, depending on your needs. For a quick test or one-time use, you can enable the framework directly from the web:

filename packages "%sysfunc(pathname(work))";
filename SPFinit url "https://raw.githubusercontent.com/yabwon/SAS_PACKAGES/main/SPF/SPFinit.sas";
%include SPFinit;

For permanent installation, you simply create a directory for your packages and install the framework:

filename packages "C:SAS_PACKAGES";
%installPackage(SPFinit)

Once installed, using packages becomes as simple as:

%installPackage(packageName)
%helpPackage(packageName)
%loadPackage(packageName)

Developer Benefits: Quality and Efficiency

For SAS developers, the framework offers numerous advantages that go beyond simple code sharing:

• Enforced organisation: The package development process naturally encourages better code organisation and documentation practices.
• Built-in testing: The framework includes testing capabilities that help ensure code quality and reliability.
• Version management: Packages include metadata such as version numbers and generation timestamps, supporting modern DevOps practices.
• Integrity verification: The framework provides tools to verify package authenticity and integrity, addressing security concerns in enterprise environments.
• Cherry-picking: Users can load only specific components from a package, reducing memory usage and namespace pollution.

The Future of SAS Code Sharing

The growing adoption of SAS packages represents more than just a new tool, it signals a fundamental shift towards a more collaborative and efficient SAS ecosystem. The framework's MIT licensing and 100% open-source nature ensure that it remains accessible to all SAS users, from individual practitioners to large enterprise installations. This democratisation of advanced code-sharing capabilities levels the playing field and enables even small teams to benefit from enterprise-grade development practices.

As the ecosystem continues to grow, with contributions from pharmaceutical companies, academic institutions and individual developers worldwide, the SAS Packages Framework is proving that the future of SAS programming lies not in isolated development, but in collaborative, community-driven innovation.

For SAS practitioners looking to modernise their development practices, improve code quality and tap into the collective knowledge of the global SAS community, exploring SAS packages isn't just an option, it's becoming an essential step towards more efficient and effective statistical programming.

Reading data into SAS using the EXCEL and PCFILES library engines

4^th March 2010

Recently, I had the opportunity to have a look at the Excel library engine again because I need to read Excel data into SAS. You need SAS Access for PC Files licensed for it to work, but it does simplify the process of getting data from spreadsheets into SAS. It all revolves around setting up a library pointing at the Excel file using the Excel engine. The result is that every worksheet in the file is treated like a SAS dataset, even if their names contain characters that SAS considers invalid for dataset names. The way around that is to enclose the worksheet name in single quotes with the letter n straight after the closing quote, much in the same way as you'd read in text strings as SAS date values ('04MAR2010'd, for example). To make all of this clearer, I have added some example code below.

libname testxl excel 'c:\test.xls';

data test;
    set testxl.'sheet1$'n;
run;

All of the above does apply to SAS on Windows (I have used it successfully in 9.1.3 and 9.2) but there appears to be a way of using the same type of thing on UNIX too. Again, SAS Access for PC Files is needed as well as a SAS PC Files server on an available Windows machine, and it is the PCFILES engine that is specified. While I cannot say that I have had the chance to see it working in practice but seeing it described in SAS Online Documentation corrected my previous misimpressions about the UNIX variant of SAS and its ability to read in Excel or Access data. Well, you learn something new every day.

Porting SAS files to other platforms and versions

1^st October 2007

SAS uses its transport file format to port files between operating and, where the need arises, different software versions. As with many things, there is more than one method to create these transport files: PROC CPORT/CIMPORT and PROC COPY with the XPORT engine. The former method is for within version transfer of SAS files between different operating systems (UNIX to Windows, for instance) and the latter is for cross-version transfer (SAS9 to SAS 8, for example). SAS Institute has a page devoted to this subject which may share more details.