Organize the Model Hierarchy

In this exercise, you create an organizational folder, a project control group with multiple projects, and a version for each project within the control group.

Create a Folder

To provide an organizational folder to manage your modeling projects:
  1. Right-click the MMRoot node in the Project Tree and select New Folder. The New Folder dialog box appears.
  2. Specify the following folder properties and click OK.
    Name
    enter Tutorial10.
    Description
    enter an optional folder description.
The new folder appears in the Project Tree.

Create a Project Control Group

To create a project control group:
  1. Right-click the Tutorial10 folder and select Newthen selectProject Control Group. The New Project Control Group wizard appears.
  2. Specify the following project properties and click Next:
    Name
    enter Portfolio 1 for the name.
    Description
    enter an optional description.
  3. Click OK. The project control group is created in the Project Tree.
  4. Right-click the project control group in the Project Tree and select Create Projects from a Control Table. The Create Projects from a Control Table wizard appears.
    Create Projects from a Control Table
  5. Click Browse to select the control table from the SAS Metadata Repository or from local SAS libraries.
    For this exercise, navigate to the Tutorial10 library folder where you registered the data sets, select CONTROL_TABLE, and then click OK.
    Note: If you want to be able to set both a champion model and a challenger for the projects use CONTROL_TABLE2.
    Select Project Control Table
    Click View to view the columns and values in the control table.
    View Control Table
    For information about the required columns in a control table, see Creating a Project Control Table in SAS Model Manager: User's Guide.
  6. Click Browse to select the location of the model SPK files that are in the control table. The location should be C:\SMM123Tutorial\Tutorial10\Samples\segmodels.
    Select Models location
    Click Save.
  7. Specify the settings to be applied to all projects in the control table when they are added to the project control group:
    Version
    enter 2013.
    Life cycle
    select the user-defined template Tutorial Life Cycle that you created in the first tutorial. For more information, see Create a Life Cycle Template.
    Model function
    select Classification.
  8. Click Build Projects to add the projects, versions, and models to the Preview Projects list.
    Select Control Table and Project Settings – completed view
  9. Click Next. The Set Project Variables page appears.
    Set Project Variables for the Control Group
  10. Specify the input and output variables to apply to all of the projects in the control group using one of these methods:
    1. Click the Import Variables button for the Project Input Variables table. On the SAS Metadata Repository tab, double-click Shared Datathen selectModel Managerthen selectTutorial3. Select HMEQ_PROJECT_INPUT and click OK.
    2. Click the Import Variables button for the Project Output Variables table. Select HMEQ_PROJECT_OUTPUT and click OK.
      Set Project Variables – completed view
  11. Click Next. The Define Properties for Each Project page appears.
    Define Properties for Each Project
    Specify the task properties and input tables to apply to all projects within the control group:
    Training Target Variable
    enter BAD.
    Target Event Value
    enter 1.
    Class Target Level
    select Binary.
    Output Event Probability Variable
    select score.
    Default Test Table
    select HMEQ_TEST.
    Define Properties for Each Project in the Control Group – completed view
  12. Click Next to view the summary of information that has been specified.
    Summary – Create Multiple Projects
  13. Click Finish. The projects are created with the version, life cycle, and model function that was specified. The models for each project in the control table are added to the Models folder within each version.
    Note: The champion model for each project within the project control group must be set manually. For more information, see Declare a Champion Model.
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