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 Tutorial11.

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 Tutorial11 folder and select NewProject. The New Project Wizard appears.
Specify the following project properties and click Next:

Name

enter HMEQ 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:

Note: The same models and data sets from Tutorial3 should be used.
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. Click the Import Variables button for the Project Output Variables table. Select HMEQ_PROJECT_OUTPUT and click OK.
3. Click Finish.
Examine the Tutorial11 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 Tutorial11 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.

Target Event Value

enter 1.

Class Target Level

select Binary.

Output Event Probability Variable

select score.

Create a Version

Create a new version in the HMEQ project in the Tutorial11 organizational folder. The version folder contains life cycle information, auxiliary version documents, candidate model files, reports, resource files, scoring tasks, and model performance reports.

To create a new version:

Right-click the HMEQ project and select NewVersion. The New Version window appears.
Specify the following version properties and click OK.

Name

enter 2013.

Description

enter Version for Tutorial 11.

Life Cycle Template

select the Life Cycle template Basic.

Note: When using a workflow to track the progress of your models within a version, you can select any life cycle template. You can then skip all tasks to update the life cycle.
Examine the HMEQ 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 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 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.
(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 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 Workflows to learn how to manage workflows.