Organize the Model Hierarchy

In this exercise, you create an organizational folder, a project, and a version for the modeling project.

Create a Folder

To provide an organizational folder to manage your modeling projects, follow these steps:
  1. Right-click the MMRoot node in the Project Tree and select Newthen selectNew Folder. The New Folder dialog box appears.
  2. 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 that is associated with the classification model function, follow these steps:
  1. Right-click the Tutorial3 folder and select then selectNewthen selectNew Project. The New Project Wizard appears.
  2. Specify the following project properties and click Next:
    Name
    enter Loan for the project name.
    Description
    enter an optional description.
    Model Function
    select Classification.
  3. 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 Datathen selectModel Managerthen selectTutorial3. Select HMEQ_PROJECT_INPUT and click OK.
    2. For the Loan classification project, click the Import Variables button for the Project Output Variables table. Select HMEQ_PROJECT_OUTPUT and click OK.
    3. Click Finish.
  4. Examine the Tutorial3 folder to verify that it contains the projects.
To create a project that is associated with the prediction model function, follow these steps:
  1. Right-click the Tutorial3 folder and select then selectNewthen selectNew Project. The New Project Wizard appears.
  2. Specify the following project properties and click Next.
    Name
    enter HMEQ-Interval for the project name.
    Description
    enter an optional description.
    Model Function
    select Prediction.
  3. 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 Datathen selectModel Managerthen selectTutorial3. Select HMEQ_PROJECT_INPUT and click OK.
    2. For the HMEQ-Interval prediction project, click the Add button for the Project Output Variables table. Enter the following project variable properties and click OK.
      Name
      enter P_DEBTINC
      Description
      enter an optional description.
      Type
      select N.
      Measurement
      enter INTERVAL.
      Measurement
      enter 8.
    3. Click Finish.
  4. Examine the Tutorial3 folder to verify that it contains the projects.

Define the Project Properties

To define the properties that SAS Model Manager uses to create reports and score models, follow these steps:
  1. Select the project in the Tutorial3 folder and expand Specific Properties in the right pane.
  2. 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 for the Loan project that has a model function type of classification.
    enter DEBTINC for the HMEQ-Interval project that has a model function type of prediction.
    Target Event Value
    enter 1 for the Loan project that has a model function type of classification.
    Class Target Level
    select Binary for the Loan project that has a model function type of classification.
    select Interval for the HMEQ-Interval project that has a model function type of prediction.
    Output Event Probability Variable
    select score for the Loan project that has a model function type of classification.
    Output Prediction Variable
    select P_DEBTINC for the HMEQ-Interval project that has a model function type of prediction.
    Here is an example of the Loan project properties:
    Project tree display the Loan 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:
  1. Right-click the Loan project and select Newthen selectNew Version. The New Version dialog box appears.
  2. Specify the following version properties and click OK.
    Name
    enter 2012.
    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.
  3. Examine the Loan project to verify that it contains one version called 2012. Select Life Cycle. Verify that the Name property is Tutorial Life Cycle.
    Expanded 2012 version folder for Loan project
  4. Repeat steps 1 through 3 for the HMEQ-Interval project.
Note: To use a workflow process to track the progress of your version, send a request to a SAS Model Manager administrator to create a workflow to use for the tutorials. Include the name and UUID of the version with which you want the workflow to be associated.

Create a Workflow (Optional)

Overview

A workflow is a copy of a workflow process definition. Only a SAS Model Manager administrator can create a new workflow. Each workflow consists of activities. Activities can contain properties and comments so that you can share information with other users, or make notes. The status that you select when completing an activity determines the next activity in the workflow process.

Prerequisites

The exercises in this tutorial require that you have made the workflow process definition available to SAS Model Manager. For more information, see Prepare for Using SAS Workflow.

Create a New Workflow

  1. Log on to SAS Model Manager as a member of the Model Manager Administrator Users group.
  2. From the SAS Model Manager main window, right-click a version and select New Workflow. Workflow Console is launched in a Web browser and displays the New Workflow window.
    Note: If you are already logged on to Workflow Console, from the Workflow Definitions category view, select a process definition and click Create a new workflow.
    New Workflow Instance
  3. Select the workflow definition that is associated with this tutorial (if you accessed the New Workflow window from the SAS Model Manager main window).
  4. Enter a name for the workflow.
  5. The UUID of the selected version is already populated.
    Note: If the UUID is not already populated, you can copy the UUID system property value for a version from the Properties view in the SAS Model Manager main window. The field label and other characters that precede the UUID value must be removed.
  6. (Optional) Enter a description for the workflow.
  7. Click OK. A message appears, indicating that the workflow has been successfully created.
    New Workflow Success Message
  8. Click Close. The new workflow is now available in the Workflows category view.
  9. To view the new workflow, click Workflows category view button Workflows. The Workflows category view appears. Select the workflow to view information that is associated with the new workflow.
    Workflows category view
The workflow process definitions that have been provided for the tutorials already have participants assigned. For information about how to assign additional participants to a workflow, see Working with Workflow Participants in SAS Model Manager: User's Guide. You can also see Tutorial 10: Using Workflow Console to learn how to manage workflows and work with activities.

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:
  1. In the Loan project, expand 2012then selectLife Cyclethen selectDevelopment.
  2. 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 user groups from the Participants list 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.
  3. Click the Status field and select Completed.
  4. Select the Register data sets task and examine the task properties. Click the Status field and select Completed.
  5. Select the Set up project in the Project Tree task. Click the Status box and select Completed.
  6. 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.
  7. 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.
    The Life Cycle status of the Development milestone.
  8. (Optional) Repeat steps 1 through 7 for the HMEQ-Interval project.

Update the Workflow Process (Optional)

To complete the activities in the associated workflow process, follow these steps:
  1. Select Toolsthen selectMy Workflow Inbox or click My Workflow Inbox 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.
  2. From the Activities category view, select an activity name, and click Claim the activity.
    Note: You can select an activity name and click Release the activity to release an activity that you had previously claimed.
  3. (Optional) Enter a property value or change an existing property value in the Properties pane.
  4. (Optional) Add a comment to the activity using the Comments pane.
  5. Select a status value to complete the activity. The workflow process continues to the next activity.
    Activity Status Menu
  6. Repeat steps 2 through 5 for the activities that you completed during this tutorial.
    Note: A workflow can be configured to display the activities that are associated with a milestone or task on the Workflow Milestones tab and in the Workflow Milestones report for a version in the SAS Model Manager client application. From the Workflow Milestones tab you can view the status of milestones or tasks that are associated with activities in the workflow.
    Workflow Milestones tab
Note: For more information, see Tutorial 10: Using Workflow Console.