Organize the Model Hierarchy :: SAS(R) Model Manager 12.3: Tutorials

Create a Folder

To provide an organizational folder to manage your modeling projects:

Right-click the MMRoot node in the Project Tree and select New 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 that is associated with the classification model function:

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

Name

enter Loan for the project name.

Description

enter an optional description.

Model Function

select Classification.
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. 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.
Examine the Tutorial3 folder to verify that it contains the projects.

To create a project that is associated with the prediction model function:

Right-click the Tutorial3 folder and select NewProject. The New Project Wizard appears.
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.
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. 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.
  
  Length
  
  enter 8.
3. Click Finish.
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:

Select the 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 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:

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:

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

Name

enter 2013.

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 2013. Select Life Cycle. Verify that the Name property is Tutorial Life Cycle.
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

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 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 .
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 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. 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 11: 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:

In the Loan project, expand 2013Life 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 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.
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.
(Optional) Repeat steps 1 through 7 for the HMEQ-Interval project.

Update the Workflow Process (Optional)

To complete the activities in the associated workflow:

Select ToolsMy Workflow Inbox or click from the SAS Model Manager main window to view the workflow 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 .

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) Double-click an activity to view the activity details. From the activity details view, you can modify activity properties or perform the model management tasks that are associated with the activity.

Note: If you did not claim the activity from the Activities category view, you can select the Claim check box in the activity status bar.
(Optional) Add a comment to the activity using the Comments pane.
Select a status value to complete the activity. The workflow continues to the next activity.
Repeat steps 2 through 6 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.

Note: For more information, see Tutorial 11: Using Workflow Console.