Create a Life Cycle Template :: SAS(R) Model Manager 3.1: Tutorials

Start SAS Model Manager

To run SAS Model Manager, follow these steps:

On your client machine, start the SAS Model Manager client.
Log on to SAS Model Manager as a member of the Model Manager Advanced Users group or Model Manager Administrator Users group.

Create a New Life Cycle Template

This task uses the Basic.xml sample template that is provided by SAS Model Manager and modifies it to create a new life cycle template.

Open the SAS Model Manager Template Editor (Template Editor). Select ToolsManage Templates in the SAS Model Manager window.
In the Template Editor, open the Basic.xml sample life cycle template. Select FileBrowseBrowse TemplatesBasic.xml and click Open.
Modify the template properties. Specify the following properties:

Name

Replace the name with Tutorial Life Cycle.

Description

Replace the description with A life cycle for the tutorial.
Save the template to your local computer by selecting FileSave As. In the Save dialog box, select the location on your local computer. Enter TutorialLifeCycle.xml as the filename and click Save. Click OK in the information dialog box to save the template as an XML file.
Using a text editor, open the life cycle template XML file that you just saved. If the version attribute on the <LifeCycleTemplate> does not have a value of "1", replace the value with the value "1". Here is the <LifeCycleTemplate> element:
```
<LifecycleTemplate name="Tutorial Life Cycle" 
   description="A life cycle for the tutorial" version="1" 
   isDefault="True">
```
Rename the mdlmgrexampleassignees and mdlmgrexampleapproves participants to MM Tutorial Assignees and MM Tutorial Approvers. The participants are enclosed in <Participants> </Participants> tags. Here are the final participants in the XML file:
```
<Participants>
   <Participant id="1" name="MM Tutorial Assignees"></Participant>
   <Participant id="2" name="MM Tutorial Approvers"></Participant>
</Participants>
```
Save the file.
In the SAS Model Manager Template Editor, select FileOpen. In the Open dialog box, select the template and click Open. The Participants list displays only MM Tutorial Assignees and MM Tutorial Approvers.

Note: After the correct participants have been added to the template, it is not necessary to save the template to a local computer. You can upload the template from the SAS Model Manager Template Editor. This tutorial saves the template periodically to a local computer to create a backup of the template.

Add a Milestone to the User-defined Template

This exercise adds the milestone Test to the life cycle template.

Right-click Tutorial Life Cycle and select New Milestone. In the New Milestone window, complete the Name and Type fields and click OK.

Name

enter Test.

Type

click the Type box and select Test.

After you click OK, the Test milestone has an ID of 4.
Right-click Test and select Move Up. Move the Test milestone once more, which places it after Development. It now has an ID of 2.
Select FileSave to save the template. Click OK when the Warning dialog box appears.

Here is the template at the end of this exercise:

The life cycle template after adding milestones

Add Tasks to the Life Cycle Template Milestones

This exercise adds tasks to each milestone.

Add tasks to the Development milestone.

For each task, right-click the Development milestone and select New Task. In the New Task window, complete the Name field and Type field using the following table. Click OK. The task names are descriptive. Therefore, a description is not necessary.

Task Name	Task Type
`Define library in SAS Management Console`	User-defined
`Register data sets`	User-defined
`Set up the project in the Project Tree`	User-defined
`Import models`	User-defined
`Create comparison reports`	User-defined
`Score models`	User-defined
`Set the default version`	User-defined
`Sign-off`	Sign-off

The task Select Champion existed in the Basic.xml sample life cycle template. Rename the task and move it after the Score models task:

In the Name field, change the task name to Select a champion model.
Right-click Select Champion and select Move Down. Repeat this until the task comes after Score models.

Expand the Development milestone. Each task has an ID in the form milestone.task. The first number in the ID is the milestone ID. The second number in the ID identifies the specific task.

Here is the template after adding the tasks for the Development milestone:

The life cycle template with tasks for the Develop milestone

Add tasks to the Test milestone.

For each task, right-click the Test milestone and select New Task. In the New Task window, complete the Name field and Type field using the following table. Click OK. The task names are descriptive. Therefore, a description is not necessary.

Task Name	Task Type
`Validate score input data`	User-defined
`Validate score output data`	User-defined
`Test scoring`	User-defined
`Sign-off`	Sign-off

Add tasks to the Production milestone.

For each task listed below, right-click the Production milestone and select New Task. In the New Task window, complete the Name field and Type field using the following table. Click OK. The task names are descriptive. Therefore, a description is not necessary.

Task Name	Task Type
`Export model`	User-defined
`Publish to production score server`	User-defined
`Start production scoring`	User-defined
`Run monitoring reports`	User-defined
`Retrain models`	User-defined
`Sign-off`	Sign-off

The Declare Ready For Production task was provided in the Basic.xml sample template. In the Name field, rename the task to Declare ready for production.
Select FileSave to save the template. Click OK if the Warning dialog box appears.

Here is the template after all milestone tasks have been defined:

The Tutorial Life Cycle Milestones and Tasks

Add Task Dependencies

About Dependencies

Your model development process might require an order to complete some tasks. To each task, you can assign dependencies that indicate that one or more tasks must be completed before another one can be marked complete. You specify dependencies in the Dependencies property for a task.

This exercise assigns dependencies to milestone tasks.

Add Dependencies for the Development Milestone Tasks

Select the Import models task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Set up the project in the Project Tree. Click OK. The Import models task now has a dependency on task 1.3, Set up project in the Project Tree.
Select the Create comparison reports task. Click the Dependencies property and then click the ellipsis button. Select the box for Import models. Click OK. The Create comparison reports task now has a dependency on task 1.4, Import models.
Select the Score models task. Click the Dependencies property and then click the ellipsis button. Select the box for Import models. Click OK. The Score models task now has a dependency on task 1.4, Import models.
Select the Select a champion model task. Click the Dependencies property and then click the ellipsis button. Select the box for Create comparison reports and Score models. Click OK. The Select a champion model task now has a dependency on task 1.5, Create comparison reports and task 1.6, Score models.
Select the Set the default version task. Click the Dependencies property and then click the ellipsis button. Select the box for Select a champion model. Click OK. The Set the default version task now has a dependency on task 1.7, Select a champion model.
Select the Sign-off task. Click the Dependencies property and then click the ellipsis button. Select the box for Set the default version. Click OK. The Sign-off task now has a dependency on task 1.8, Set the default version.
Here is the template after the Development milestone task dependencies have been assigned:

Add Dependencies for the Test Milestone Tasks

Select the Test scoring task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Validate score input data and Validate score output data. Click OK. The Test scoring task now has a dependency on task 2.1, Validate score input data, and task 2.2, Validate score output data.
Select the Sign-off task. Click the Dependencies property and then click the ellipsis button. Select the box for Test scoring. Click OK. The Sign-off task now has a dependency on task 2.3, Test scoring.

Add Dependencies for the Production Milestone Tasks

Select the Declare ready for production task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Sign-off for ID 2.4. Click OK.
Select the Export model task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Declare ready for production. Click OK. The Export model task now has a dependency on task 3.1, Declare ready for production.
Select the Publish to production score server task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Declare ready for production. Click OK. The Publish to production score server task now has a dependency on task 3.1, Declare ready for production.
Select the Start production scoring task. Click the Dependencies property value field and then click the ellipsis button. Select the box for Export model and Publish to production score server. Click OK. The Start production scoring task now has a dependency on task 3.2, Export model, and task 3.3, Publish to production score server.
Select the Run monitoring reports task. Click the Dependencies property and then click the ellipsis button. Select the box for Start production scoring. Click OK. The Run monitoring reports task now has a dependency on task 3.4, Start production scoring.
Select the Retrain models task. Click the Dependencies property and then click the ellipsis button. Select the box for Run monitoring reports. Click OK. The Retrain models task now has a dependency on task 3.5, Run monitoring reports.
Select the Sign-off task. Click the Dependencies property and then click the ellipsis button. Select the box for Retrain models. Click OK. The Sign-off task now has a dependency on task 3.6, Retrain models.
Here is the template after all dependencies have been assigned:
To save the template to your local computer, select FileSave.

Complete Task Properties

Complete the Development Task Properties

In this exercise, you complete the Development task properties.

Select each task and enter property values using the values in the following table.

To assign property values for the Assignees and Approvers properties, click the ellipsis button to open the Select Participants window. Check the box for the assignee or approver and click OK.

Task	Assignees Property	Approvers Property	Weight Property	Duration Property
Define library in SAS Management Console	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Register data sets in SAS Management Console	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Set up the project in the Project Tree	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Import models	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Create comparison reports	MM Tutorial Assignees	MM Tutorial Approvers	10	2
Score models	MM Tutorial Assignees	MM Tutorial Approvers	10	2
Select a champion model	MM Tutorial Assignees	MM Tutorial Approvers	20	4
Set the default version	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Sign-off	MM Tutorial Assignees	MM Tutorial Approvers	10	1

Save the template.

Complete the Test Task Properties

In this exercise, you complete the Test task properties.

Select each task and enter property values using the values in the following table.

To assign property values for the Assignees and Approvers properties, click the ellipsis button to open the Select Participants window. Check the box for the assignee or approver and click OK.

Task	Assignees Property	Approvers Property	Weight Property	Duration Property
Validate score input table	MM Tutorial Assignees	MM Tutorial Approvers	25	1
Validate score output table	MM Tutorial Assignees	MM Tutorial Approvers	25	1
Test scoring	MM Tutorial Assignees	MM Tutorial Approvers	40	5
Sign-off	MM Tutorial Assignees	MM Tutorial Approvers	10	1

Save the template.

Complete the Production Task Properties

In this exercise, you complete the Production task properties.

Select each task and enter property values using the values in the following table.

To assign property values for the Assignees and Approvers properties, click the ellipsis button to open the Select Participants window. Check the box for the assignee or approver and click OK.

Task	Assignees Property	Approvers Property	Weight Property	Duration Property
Declare ready for production	MM Tutorial Assignees	MM Tutorial Approvers	10	1
Export model	MM Tutorial Assignees	MM Tutorial Approvers	15	1
Publish to production scoring server	MM Tutorial Assignees	MM Tutorial Approvers	15	1
Start production scoring	MM Tutorial Assignees	MM Tutorial Approvers	20	2
Run monitoring reports	MM Tutorial Assignees	MM Tutorial Approvers	15	1
Retrain models	MM Tutorial Assignees	MM Tutorial Approvers	15	3
Sign-off	MM Tutorial Assignees	MM Tutorial Approvers	10	1

Save the template.