Organize the Model Hierarchy

In this exercise, you create a version and a new workflow for the modeling project.

Create a Version

Create a new version in the Loan project in the Tutorial3 organizational folder. The version folder contains life cycle information, auxiliary version documents, candidate model files, reports, resource files, scoring tasks, and model performance reports.

Note: If you did not complete Tutorial 3, you must create an organization folder and complete the project setup tasks for the Loan project in Tutorial 3 before performing the tasks in this tutorial. For more information, see Organize the Model Hierarchy.

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 2013.

Description

enter Version for Tutorial 10.

Life Cycle Template

select the Life Cycle template Basic.

Note: When using a workflow process to track the progress of your 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 a version called 2013. Select and expand the 2013 version.

Note: If you are not a SAS Model Manager administrator, send a request to a SAS Model Manager administrator to create a workflow to use for the tutorials. Include the project name, version name, and UUID of the version with which you want the workflow to be associated. If you are a SAS Model Manager administrator you can perform the next execrcise, Create a Workflow.

Create a Workflow

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

Log on to SAS Model Manager as a member of the Model Manager Administrator Users group.
From the SAS Model Manager main window, right-click the 2013 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 workflow definition and click .
Select the workflow definition that is associated with this tutorial (if you accessed the New Workflow window from the SAS Model Manager main window).
Enter a name for the workflow.
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 details view in the SAS Model Manager main window. The field label and other characters that precede the UUID value must be removed.
(Optional) Enter a description for the workflow.
Click OK. A message appears, indicating that the workflow has been successfully created.
Click Close. The new workflow is now available in the Workflows category view.
To view the new workflow, click Workflows. The Workflows category view appears. Select the workflow to view information that is associated with the new workflow.

The workflow process definitions that have been provided for the tutorials already have participants assigned. The Model Manager Administrator Users group is assigned to the business administrator workflow participant role, and the Model Manager Advanced Users group is assigned to the potential owner workflow participant role. 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 perform the exercise, Managing the Workflow Process to learn how to manage workflows.