Monitor Performance of Project Champion Models

In this exercise, you create performance monitoring reports for all projects within a project control group, and you run the Monitor Performance of Champion Models wizard to generate and execute the code. Execution of the generated code creates the SAS data sets that are used to display the performance monitoring reports from the version Performance node.
To monitor the performance of the champion models for all projects:
  1. Right-click the project control group Portfolio 1 in the project tree, and select Monitor Performance. The Monitor Performance of Champion Models wizard appears.
    Note: The Monitor Performance menu item is available only to SAS Model Manager administrators and advanced users.
    Monitor Performance of Champion Models wizard – Step 1 of 5
  2. Specify the performance data options:
    • Click Browse to select the performance data source. Navigate to the location of the Tutorial10 library folder and select HMEQ_2012Q1_SEG. Click OK.
      Note: The performance data source must contain the same segment identifier variables as the control table. For this exercise the variable is segID.
    • To run the model score code in the performance monitor job, select the Run model score code check box. If you do not select the check box is not selected, ensure that all of the scoring output variables for stability analysis are in the performance data source. Otherwise, you will receive an error message.
    • Click Calendar button to select a collection date to associate with the performance data. The date can be any date in the time period when the performance data was collected. For this exercise, select March 31, 2012
    • Enter a report label, such as 2012Q1 to associate with the performance data. The report label represents the time point of the performance data source. Because the report label appears in the performance charts, use a label that has not been used for another time period, is short, and is understandable (for example, 2012Q1 or 2012).
    Click Next. The Input and Output Variables page appears.
    Monitor Performance of Champion Models wizard – Step 2 of 5
  3. In the Output Variables for Stability Analysis table, select one or more output variables. To select all output variables, click Select All.
  4. In the Input Variables for Characteristic Analysis table, select one or more input variables. To select all input variables, click Select All.
    Click Next. The Define Properties for Each Project page appears.
    Monitor Performance of Champion Models wizard – Step 3 of 5
  5. Specify the properties that are required to generate the performance monitoring reports.
    Note: The values that are specified for the properties replace the values at the project level for each project in the control group.
    Click Next. The Warnings, Alerts, and E-mail Notifications page appears.
    Monitor Performance of Champion Models wizard – Step 4 of 5
  6. Verify or set the condition values for characteristic analysis, and specify when and who should receive e-mail notifications.
    (Optional) To send the scoring results by e-mail, click Add in the E-mail Notifications table. The Add Contact window appears.
    Add Contact
    1. Enter an e-mail address.
    2. Select either Yes or No if you want an alert warning to be sent by e-mail when alert or warning thresholds have been exceeded.
    3. Select either Yes or No if you want a completion notice with the job status to be sent by e-mail every time the report runs.
    Click Next. The summary of the monitor performance task that has been created is displayed.
    Monitor Performance of Champion Models wizard – Step 5 of 5
  7. Click Finish. The Running background process status bar appears. The generated SAS code executes automatically. When it is finished, a status message for the monitoring results appears. Click Close.
    Monitoring Results for the Projects
    You can view the generated code in the project Performance Monitor folder for each project within the control group.
  8. To execute the generated code again, right-click the Performance Monitor node in the project control group folder, and select Execute. The performance task is executed as a background process. SAS Model Manager saves the data sets that create the monitoring reports in the version Resources folder of each project.
    Note: The Execute pop-up menu item is available only to SAS Model Manager administrators and advanced users.
  9. (Optional) Repeat steps 1 through 7 to monitor performance of the champion models for multiple performance data sources.
    Data Source
    Collection Date
    Report Label
    HMEQ_2012Q2_SEG
    June 30, 2012
    2012Q2
    HMEQ_2012Q3_SEG
    September 30, 2012
    2012Q3
    HMEQ_2012Q4_SEG
    December 31, 2012
    2012Q4
  10. To view Model Monitoring Performance reports, select the Performance node at the default version level for each project within the control group. The details section displays a tab for each report. Select a tab to see a report.