Install and Register the Tutorial Files :: SAS(R) Model Manager 12.1: Tutorials

About Installing and Registering the Tutorial Files

You can either define a data library and register the tables in the SAS Metadata Repository using SAS Management Console, or you can use the Edit Start-up Code feature of SAS Model Manager to make tables from the local SAS Workspace Server or network drive available. The tutorials are designed to use the SAS Metadata Repository, but you can also use the Edit Start-up Code feature. For more information, see Using Tables from a Local or Network Drive.

Before you use tables in the SAS Metadata Repository, the tutorial data sets and models must be installed and registered using SAS Management Console by an administrator who has Write access to the SAS Application Server. A valid SASApp user ID and password are required to install and register the tutorial files.

Some tutorials require files other than data sets and models, such as score code and templates. These files do not need to be registered in the SAS Metadata Repository. The drive where you extract the tutorial ZIP file must be accessible to the SAS Metadata Repository and to tutorial users. Tutorial users can also extract tutorial ZIP files to their local computers in order to access the other files.

Download the Tutorial Files

The ZIP file SMM121Tutorial.zip contains the tutorials' data sets, models, and score code, and it is available from http://support.sas.com/documentation/onlinedoc/modelmgr/. Before you begin any of the tutorials, extract the tutorial files to a computer that is accessible to the SAS Metadata Server and to the SAS Model Manager users. Follow the steps for using WinZip to extract the files. If you are using a different extraction program, follow that program's instructions for extracting the files.

Create a folder on your local computer to store the tutorial files. The instructions refer to this folder as <drive>.
From http://support.sas.com/documentation/onlinedoc/modelmgr/, save SMM121Tutorial.zip to <drive>.
Open Windows Explorer to <drive>. Right-click SMM121Tutorial.zip and select Open with WinZip.
Click the arrow on the Unzip button to open the Unzip from WinZip File Folder window.

Note: If you are using a previous release of Windows, from the WinZip window, click the Extract button. The Extract dialog box appears.
Select <drive> from the Unzip from WinZip File Folder window.

Note: If you are using a previous release of Windows, in the Extract to box, select <drive> and click Extract.

You can find the files for each tutorial in the respective tutorial folder (for example, <drive>\SMM121Tutorial\Tutorial2 or <drive>\SMM121Tutorial\Tutorial3).

UNIX Specifics: To complete the tutorials in a UNIX environment, first locate the CPORT files. Files that you use to import the data sets into UNIX are located in the SMM121_UNIX_cport_files.zip file that is available from http://support.sas.com/documentation/onlinedoc/modelmgr/. Instructions, as well as the sample code for performing an import, are provided in the Readme.txt file.

Prepare Tutorial 2 Data Sets and Models

The Required Tutorial Files

Tutorial 2 requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial2\Samples folder:

delinquency_project_input.sas7bdat
delinquency_project_output.sas7bdat
delinquency_scoring_input.sas7bdat
delinquency_scoring_output.sas7bdat
delinquency_test.sas7bdat
delinquency_train.sas7bdat
The model1 folder contains these model files:
- modelin1.sas7bdat
- modelout1.sas7bdat
- om.sas7bdat
- result1.sas7bdat
- score1.sas
- target1.sas7bdat
The model2 folder contains these model files:
- modelin2.sas7bdat
- modelout2.sas7bdat
- ot.sas7bdat
- result2.sas7bdat
- score2.sas
- target2.sas7bdat
The model3 folder contains these model files:
- modelin3.sas7bdat
- modelout3.sas7bdat
- result3.sas7bdat
- score3.sas7bdat
- target3.sas7bdat

Register the Tutorial 2 Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Start and log on to SAS Management Console as a SAS Administrator with the role Metadata Server: Operation or Metadata Server: Unrestricted.
Open the New Library Wizard to a define the data library. Expand Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify MM Tutorial-2 in the Name field and click Browse. In the Select a Location dialog box, double-click Model Manager and then click the New folder icon. Create the folder Tutorial2 and make Tutorial2 the active folder. Click OK. Click Next.
3. Select SASApp from the Available servers box and click to move the server name to the Selected servers list. Click Next.
4. Specify smm12t2 for the libref and click New.
5. Specify the server folder that you previously created, <drive>\SMM121Tutorial\Tutorial2\Samples, for the path specification and click OK twice.
  
  Note: If prompted, you must enter the user ID and password of a SAS Model Manager administrator for server authentication.
6. Click Next.
7. Click Finish. Verify that the library MM Tutorial-2 is a library in the Libraries folder.
Register the data tables in the metadata repository.
1. Right-click MM Tutorial-2 under the Libraries folder, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify a user ID and password that has access to the metadata server and click OK.
3. Click Select All Tables, click Next, and click Finish.
Verify that table metadata was created and close SAS Management Console. Right-click MM Tutorial-2 and select Properties.

Verify the tutorial name and location.

Click the Assign tab. Verify that the appropriate server is in the Selected servers list.

Click the Options tab. Verify the libref, the engine, and the path specification in the Selected items box.

Prepare Tutorial 3 Data Sets and Models

The Required Tutorial 3 Files

The SAS data sets and models that are required for this tutorial are on your local computer after you extract them from the ZIP file SMM121Tutorial.zip. If you have not extracted the tutorial files, see Install and Register the Tutorial Files.

This tutorial requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial3\Samples folder:

hmeq_project_input.sas7bdat
hmeq_project_output.sas7bdat
hmeq_score_input.sas7bdat
hmeq_score_output.sas7bdat
hmeq_test.sas7bdat
hmeq_train.sas7bdat
\HMEQ_STAT_Item\HMEQItem.spk
\Neural\Neural.xml
\Reg1\miningResult.spk
\Reg1_Interval\miningResult.spk
\Tree1\miningResult.spk

Register the Tutorial 3 Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Expand Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
2. Select SAS BASE Library and click Next.
3. Specify MM Tutorial-3 in the Name field and click Next.
4. (Optional) If more than one server exists, select a server. Click Next.
5. Specify smm12t3 for the libref and click New.
6. Specify the server folder that you previously created, <drive>\SMM121Tutorial\Tutorial3\Samples, for the path specification and click OK twice.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click MM Tutorial-3 under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the metadata server, test the server connection, and click OK. Click Next.
3. Click Select All Tables, click Next, and click Finish.
Verify that table metadata was created and close SAS Management Console. Select MM Tutorial-3 under the Libraries node and examine the right pane.

Prepare Tutorial 5 Data Sets and Models

The Required Tutorial 5 Files

The SAS data sets that are required for this tutorial are on your local computer after you extract them from the ZIP file SMM121Tutorial.zip. If you have not extracted the tutorial files, see Install and Register the Tutorial Files.

This tutorial requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial5\Samples folder:

hmeq_2011q2.sas7bdat
hmeq_2011q3.sas7bdat
hmeq_2011q4.sas7bdat
hmeq_2012q1.sas7bdat

Register the Tutorial 5 Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Click Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify MM Tutorial-5 in the Name box.
3. From the Location box, click Browse. Navigate to the Model Manager folder. Click the New folder icon and enter Tutorial5. Click the dialog box edges, click Tutorial5, and click OK.
4. (Optional) If more than one server exists, select a server in the Available servers list and click to move the server name to the Selected servers list.
5. Specify smm12t5 for the libref and click New.
6. Specify the server folder that you previously created, <drive>\SMM121Tutorial\Tutorial5\Samples, for the path specification and click OK twice.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click MM Tutorial-5 under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the user ID and password to the metadata server and click OK. Then click Next.
3. Click Select All Tables and click Next.
4. Click Finish.
Verify that table metadata was created. Select MM Tutorial-5 under the Libraries node and examine the right pane.

Prepare Tutorial 6 Data Sets and Models

The Required Tutorial 6 Files

The SAS data sets that are required for this tutorial are on your local computer after you extract them from the ZIP file SMM121Tutorial.zip. If you have not extracted the tutorial files, see Install and Register the Tutorial Files.

This tutorial requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial6\Samples folder:

LGD data sets:

\LGD\lgd_model_est.sas7bdat
\LGD\lgd_model_input.sas7bdat
\LGD\lgd_model_output.sas7bdat
\LGD\lgd_model_target.sas7bdat
\LGD\lgd_proj_input.sas7bdat
\LGD\lgd_proj_output.sas7bdat
\LGD\lgd_score_input.sas7bdat
\LGD\lgd_score_output.sas7bdat

PD data sets:

\PD\hmeq_project_input.sas7bdat
\PD\hmeq_project_output.sas7bdat
\PD\hmeq_test.sas7bdat
\PD\hmeq_train.sas7bdat
\PD\pd_scoring_input.sas7bdat
\PD\pd_scoring_output.sas7bdat

Register the Tutorial 6 PD Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Click Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify SMMT6PD in the Name box.
3. From the Location box, click Browse. Navigate to the Model Manager folder. Click the New folder icon and enter Tutorial6. Double-click the Tutorial6 folder and click the New folder icon and enter PD. Click the dialog box edges, click PD, and click OK.
4. (Optional) If more than one server exists, select a server in the Available servers list and click to move the server name to the Selected servers list.
5. Specify smmt6pd for the libref and click New.
6. Specify the server folder that you previously created, <drive>\SMM121Tutorial\Tutorial6\Samples\PD, for the path specification and click OK twice.
  
  Note: If prompted, you must enter the user ID and password of a SAS Model Manager administrator for server authentication.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click SMMT6PD under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the user ID and password to the metadata server and click OK. Then click Next.
3. Click Select All Tables and click Next.
4. Click Finish.
Verify that table metadata was created. Select SMMT6PD under the Libraries node and examine the right pane.

Register the Tutorial 6 LGD Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Click Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify SMMT6LGD in the Name box.
3. From the Location box, click Browse. Navigate to the Model Manager folder. Click the New folder icon and enter Tutorial6. Double-click the Tutorial6 folder and click the New folder icon and enter LGD. Click the dialog box edges, click PD, and click OK.
4. (Optional) If more than one server exists, select a server in the Available servers list and click to move the server name to the Selected servers list.
5. Specify smmt6lgd for the libref and click New.
6. Specify the server folder that you previously created, <drive>\SMM121Tutorial\Tutorial6\Samples\LGD, for the path specification and click OK twice.
  
  Note: If prompted, you must enter the user ID and password of a SAS Model Manager administrator for server authentication.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click SMMT6LGD under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the user ID and password to the metadata server and click OK. Then click Next.
3. Click Select All Tables and click Next.
4. Click Finish.
Verify that table metadata was created. Select SMMT6LGD under the Libraries node and examine the right pane.

Prepare Tutorial 8 Data Sets and Models

The Required Tutorial 8 Files

The SAS data sets and models that are required for this tutorial are on your local computer after you extract them from the ZIP file SMM121Tutorial.zip. If you have not extracted the tutorial files, see Install and Register the Tutorial Files.

This tutorial requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial8\Samples folder:

hmeq_project_input.sas7bdat
hmeq_project_output.sas7bdat
hmeq_score_input.sas7bdat
hmeq_score_output.sas7bdat
hmeq_test.sas7bdat
hmeq_train.sas7bdat
VarImportance.sas
\Model8\importance8.sas7bdat
\Model8\modelinput8.sas7bdat
\Model8\modeloutput8.sas7bdat
\Model8\nodestat8.sas7bdat
\Model8\path8.sas7bdat
\Model8\rules8.sas7bdat
\Model8\score8.sas
\Model8\target8.sas7bdat

Register the Tutorial 8 Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Click Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify MM Tutorial-8 in the Name field.
3. From the Location box, click Browse. Navigate to the Model Manager folder. Click the New folder icon and enter Tutorial8. Click the dialog box edges, click Tutorial8, and click OK.
4. (Optional) If more than one server exists, select a server in the Available servers list and click to move the server name to the Selected servers list.
5. Specify smm12t8 for the libref and click New.
6. Specify the server folder that you previously created, drive\SMM121Tutorial\Tutorial8\Samples, for the path specification and click OK twice.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click MM Tutorial-8 under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the user ID and password for the server and click OK. Then click Next.
3. Click Select All Tables, click Next, and click Finish.
Verify that table metadata was created and close SAS Management Console. Select MM Tutorial-8 under the Libraries node and examine the right pane.

Prepare Tutorial 11 Data Sets and Models

The Required Tutorial 11 Files

The SAS data sets and models that are required for this tutorial are on your local computer after you extract them from the ZIP file SMM121Tutorial.zip. If you have not extracted the tutorial files, see Install and Register the Tutorial Files.

This tutorial requires the following files and folders in the <drive>\SMM121Tutorial\Tutorial11\Samples folder:

score_input.sas7bdat
score_output.sas7bdat

Register the Tutorial 11 Files in SAS Management Console

You can either define a data library and register the tables in SAS Management Console, or use the Edit Start-up Code feature of SAS Model Manager to use tables from the local SAS Workspace Server or network drive. For more information, see Using Tables from a Local or Network Drive.

To use SAS Management Console to define a data library and register the tables, follow these steps:

Open SAS Management Console and log on to the SAS Metadata Server. Your user ID must be authorized to modify libraries in the metadata server.
Open the New Library Wizard to define the data library. Click Environment ManagementData Library Manager on the Plug-ins tab. Right-click Libraries and select New Library from the pop-up menu.
In the New Library Wizard, create a SAS library.
1. Navigate to Resource TemplatesLibrariesSAS Data.
  
  Select SAS BASE Library and click Next.
2. Specify MM Tutorial-11 in the Name box.
3. From the Location box, click Browse. Navigate to the Model Manager folder. Click the New folder icon and enter Tutorial11. Double-click Tutorial11. Click OK.
4. (Optional) If more than one server exists, select a server in the Available servers list and click to move the server name to the Selected servers list.
5. Specify smm12t11 for the libref and click New.
6. Specify the server folder that you previously created, drive\SMM121Tutorial\Tutorial11\Samples, for the path specification and click OK twice.
7. Click Next and Finish.
Register the data tables in the metadata repository.
1. Right-click MM Tutorial-11 under the Libraries node, select Register Tables from the pop-up menu, and click Next.
2. If prompted, specify the user ID and password to the metadata server and click OK. Then click Next.
3. Click Select All Tables and click Next.
4. Click Finish.
Verify that table metadata was created. Select MM Tutorial-11 under the Libraries node and examine the right pane.

Using Tables from a Local or Network Drive

Overview

You can use tables from the local SAS Workspace Server or network drive to complete these SAS Model Manager tasks:

Create a project
Modify a project definition
Create a scoring task
Create a model retrain task
Create reports
Create a performance monitoring task

To use tables from the local or network drive, you must submit a LIBNAME statement to define a libref for the drive before you execute the SAS Model Manager task. You submit LIBNAME statements using the Edit Start-up Code window.

Create a Libref for a Local or Network Drive

To submit the LIBNAME statement, follow these steps:

Ensure that the path to the library that you want to create exists and that your SAS Model Manager user ID has access to the library.
Select ToolsEdit Start-up Code. The Edit Start-up Code window appears.

Enter the LIBNAME statement. For example,

libname smm12t2 "C:\SMM121Tutorial\Tutorial2\Samples";

Here are examples of the LIBNAME and librefs that you can use for each tutorial:

Tutorial #	Libref	Library Path Examples
Tutorial 2	smm12t2	C:\SMM121Tutorial\Tutorial2\Samples
Tutorial 3	smm12t3	C:\SMM121Tutorial\Tutorial3\Samples
Tutorial 5	smm12t5	C:\SMM121Tutorial\Tutorial5\Samples
Tutorial 6	lgd pd	C:\SMM121Tutorial\Tutorial6\Samples\lgd C:\SMM121Tutorial\Tutorial6\Samples\pd
Tutorial 8	smm12t8	C:\SMM121Tutorial\Tutorial8\Samples
Tutorial 11	smm12t11	C:\SMM121Tutorial\Tutorial11\Samples

Click Run Now.

A message indicates whether the libref was created. Click the Log tab to see the SAS log.
Click OK. The LIBNAME statement is saved in the Edit Start-up Code window.

Note: If you save the code without running it by clicking OK, the code automatically runs the next time the middle-tier server starts.

If multiple LIBNAME statements are submitted for the same libref, the last LIBNAME statement defines the libref.

The librefs that you create can be viewed in the Data Sources category view. Select the SAS Libraries tab to view the list:

Delete a Libref

You delete a libref using the Edit Start-up Code window.

Select ToolsEdit Start-up Code
Enter the following code in the Edit Start-up Code window:
```
LIBNAME libref_name CLEAR;
```
Click Run Now.
Click OK.