Organize the Model Hierarchy :: SAS(R) Model Manager 3.1: Tutorials

Create a Folder

To provide an organizational folder to manage your modeling projects, follow these steps:

Right-click the MMRoot node in the Project Tree and select NewNew Folder. The New Folder dialog box appears.
Specify the following folder properties and click OK.

Name

enter Tutorial3.

Description

enter an optional folder description.

The new folder appears in the Project Tree.

Create a New Project

To create a project, follow these steps:

Right-click the Tutorial3 folder and select NewNew Project. The New Project Wizard appears.
Specify the following project properties and click OK:

Name

enter Loan.

Description

enter an optional description.

Model Function

select Classification. Click Next.
In Step 2 of the New Project Wizard, specify the project variables:
1. Click the Import Variables button for the Project Input Variables table. Double-click Shared DataModel ManagerTutorial3. Select HMEQ_PROJECT_INPUT and click OK.
2. Click the Import Variables button for the Project Output Variables table. Select HMEQ_PROJECT_OUTPUT and click OK.
3. Click Finish.
Examine the Tutorial3 folder to verify that it contains the Loan project.

Define the Project Properties

To define the properties that SAS Model Manager uses to create reports and score models, follow these steps:

Select the Loan project in the Tutorial3 folder and expand Specific Properties in the right pane.
Specify the default data tables and model variables for the project:

Default Test Table

select HMEQ_TEST.

Default Train Table

select HMEQ_TRAIN.

Training Target Variable

enter bad.

Target Event Value

enter 1.

Class Target Level

select Binary.

Output Event Probability Variable

select score.

Here are the project properties:

Create a Version

Create a version for the project. The version folder contains life cycle information, auxiliary version documents, candidate model files, model comparison reports, resource files, scoring tasks, and model performance reports.

To create a new version, follow these steps:

Right-click the Loan project and select NewNew Version. The New Version dialog box appears.
Specify the following version properties and click OK.

Name

enter 2011.

Life Cycle Template

select the user-defined template Tutorial Life Cycle that you created in the first tutorial. For more information, see Create a Life Cycle Template.

Note: If you are using a workflow process to track the progress of your project or version, you can select any life cycle template. You can then skip all tasks to update the life cycle.
Examine the Loan project to verify that it contains one version called 2011. Select Life Cycle. Verify that the Name property is Tutorial Life Cycle.

Note: If you want to use a workflow process to track the progress of your project or version, send a request to a SAS Model Manager administrator to create an instance of a workflow process definition to use for the tutorials. Include the name and UUID of the project or version with which you want to workflow process instance to be associated.

Update the Life Cycle (Optional)

To complete the milestone task of adding data sources and setting up the project in the Project Tree, follow these steps:

In the Loan project, expand 2011Life CycleDevelopment.
Select the Define library in SAS Management Console task and examine the task properties. The To Be Completed By property, assigned in the life cycle template, determines which users or groups from the Participants list in the template editor are responsible for this milestone task. Because you are a member of the MM Tutorial Assignees group, you are authorized to update the task status.
Click the Status field and select Completed.
Select the Register data sets task and examine the task properties. Click the Status field and select Completed.
Select the Set up project in the Project Tree task. Click the Status box and select Completed.
Select all of the tasks whose status you updated and examine the properties. Verify that the value of the Date Completed property is today and that the value of the Completed By property is your user ID.
Select the Life Cycle node to examine its properties. The value for Date Modified is today's date. The Development property displays a bar chart that shows the percentage of completed tasks for this milestone.

Update the Workflow Process (Optional)

To complete the activities in the associated workflow process, follow these steps:

Click from the SAS Model Manager main window to view the workflow process activities in your workflow inbox. Workflow Console is launched in a Web browser, and displays the Activities category view.

Note: The list displays only the activities for which you are the actual owner or are assigned as a potential owner, and that have the state of Started.
From the Activities category view, select an activity name, and click to claim an activity.

Note: You can select an activity name and click to release an activity that you had previously claimed.
(Optional) Enter a property value or change an existing property value in the Properties pane.
(Optional) Add a comment to the activity using the Comments pane.
Select a status value to complete the activity. The workflow process continues to the next activity.
Repeat steps 2 through 5 for the activities that you completed during this tutorial.

Note: For more information, see Tutorial 10: Using Workflow Console.