Layout of the SAS Model Manager Window

Overview of the SAS Model Manager Window

About the SAS Model Manager Window

The SAS Model Manager user interface provides you with quick access to data, metadata, and summary information for your projects and models. The interface includes a menu bar, a toolbar, a perspective button bar, and perspectives that contain views. The menu bar enables you to perform tasks on your models and projects. The toolbar provides shortcuts to tasks that you can perform on your models and projects. Many toolbar options are also available on pop-up menus. The list of active options on the menu bar or on the toolbar varies based on your perspective and the component that is selected. Inactive options are dimmed. For more information about the SAS Model Manager toolbar and menus, see SAS Model Manager Toolbar and Menus.
The perspective button bar enables you to select a perspective to display. Each perspective contains views that enable you to view information about your models and projects, and to perform specific tasks on your life cycle templates, data sources, models, and projects.

Overview of Perspectives

The SAS Model Manager interface is divided into three perspectives.
Each perspective is a work area for an aspect of model management. The perspectives contain views that enable you to access specific information and functionality to manage your projects and models. For example, the Projects perspective has three major views: the Repository view, the Properties view, and the Annotations view.
The perspective button bar is located in the upper left corner of the SAS Model Manager interface. Click the perspective button to see that perspective in the SAS Model Manager interface.
The Perspective Buttons
Projects perspective button
Projects perspective button
Life Cycles perspective button
Life Cycles perspective button
Data Sources perspective button
Data Sources perspective button

Overview of SAS Model Manager Toolbar and Menus

The SAS Model Manager toolbar provides shortcuts to SAS Model Manager tasks. You can use the toolbar to perform such tasks as creating and organizing a project, importing a model file, and selecting a champion model. For more information about the SAS Model Manager toolbar, see SAS Model Manager Toolbar.
The SAS Model Manager menus enable you to perform general tasks such as renaming an object or accessing Help. The menus enable you to perform tasks that are specific to SAS Model Manager such as creating and organizing a project, importing a model file, and selecting a champion model. For more information about SAS Model Manager menus, see SAS Model Manager Menus.

SAS Model Manager Perspectives

Projects Perspective

When SAS Model Manager opens, the Projects perspective is displayed. If you are working in another perspective, click the Projects perspective Projects perspective button button to display the Projects perspective.
Most of your work in SAS Model Manager is performed in the Projects perspective, where you manage model projects and their components. The Projects perspective contains three major views: the Repository view, the Properties view, and the Annotations view.
The Repository view displays the Project Tree, which resembles a file utility. In the Project Tree, you can select and expand organizational folders that contain one or more project folders. Inside a project folder, you can create individual project versions. Project versions are containers that hold documents, models, modeling reports, and scoring tasks that are associated with the same time span, such as a retail season, a fiscal quarter, or a fiscal year.
The hierarchical folder or object that is selected in the Project Tree controls the content that is displayed in the Properties view and in the Annotations view. In the following example, the Project Tree displays an open organizational folder that is named DDHMEQ. The DDHMEQ folder contains a project folder that is named HMEQ. The HMEQ Project folder contains a version folder that is named 2011. The 2011 version folder contains a Models folder that contains three models.
The Projects Perspective
SAS Model Manager Projects perspective
The Properties view displays the metadata that is associated with the selected component in the Project Tree. For example, when you select a model component in the Project Tree, the Properties view displays model-level metadata. When you select a version folder in the Project Tree, the Properties view displays the metadata that is associated with the version.
When you select a component such as an organizational folder, a project folder, or a version folder in the Project Tree, the Annotations view contains three tabs. In this example, the Summary tab displays a model aging report. For information about the model aging report, see Summary Report. The History tab displays a time-stamped log that documents the following transactions by user ID for the selected repository component:
  • Create
  • Modify
  • Import
  • Publish
  • Export
  • Delete
The Notes tab enables you to record information about the selected component that can be useful for later reference. For more information about SAS Model Manager projects, see Working with Projects.

Life Cycles Perspective

Click the Life Cycle perspective Life Cycles perspective button button to view the model life cycle templates. Each life cycle template contains milestones that correspond to key events in the life span of a modeling project in SAS Model Manager. Example templates are included with the software so that individuals in your organization can learn about model life cycle templates. By default, the Life Cycles perspective displays three example life cycle templates: Basic, Standard, and Extended.
The Life Cycle Templates view in the following example displays a User Lifecycle Template.
The Life Cycles Perspective
SAS Model Manager Life Cycle Perspective
For more information about life cycles, see Working with Life Cycles.

Data Sources Perspective

Click the Data Sources perspective Data Sources perspective button button to view data sources to SAS Model Manager. SAS Model Manager data sources are populated from libraries that are defined through SAS Management Console.
In the following examples, the Repository view displays the SAS Folders. This component lists the folders that are available in the SAS Metadata Repository. The folders contain the data tables that are available to SAS Model Manager projects. The Properties view displays a list of the metadata for the selected data table. The Details view displays information about the contents of the selected prototype or data table.
The Data Sources Perspective
SAS Model Manager Data Sources Perspective
For more information about data sources, see Working with Data Sources.

SAS Model Manager Toolbar and Menus

SAS Model Manager Toolbar

The buttons on the SAS Model Manager toolbar are shortcuts to SAS Model Manager tasks. You can also perform these tasks by accessing the main menu or a pop-up menu. The list of active tasks varies based on your perspective and the component that you select. Inactive tasks are hidden. Tooltips appear when you rest the pointer over an icon on the toolbar. Click the icon to select a task.
The following example displays a SAS Model Manager toolbar that has all of the buttons enabled. The individual buttons in the toolbar are enabled only when the proper usage context exists. When you select a component in the SAS Model Manager user interface, buttons that are not applicable for that usage context are dimmed and are not available for use.
SAS Model Manager Toolbar
1 New Folder creates an organizational folder under the selected folder in the Project Tree. For more information, see Create an Organizational Folder.
2 New Project creates a modeling project folder under an organizational folder. Project folders contain one or more version folders. For more information, see Create a Project.
3 New Version creates a version folder. A version folder contains the models and their related files. Related files are typically associated with a chronological period, such as a fiscal year or a quarter. You can create version folders only under a project folder. For more information, see Create a Version.
4 New Scoring Task creates a scoring task in the Scoring folder that you have selected in the Project Tree. To enable the New Scoring Task button and menus, select the Scoring folder. For more information, see Create a Scoring Task.
5 SAS Metadata Repository imports a SAS Enterprise Miner model from the SAS Metadata Repository into the Models folder that is selected in the Project Tree. For more information, see Import Models from the SAS Metadata Repository.
6 SAS Enterprise Miner Package File imports a SAS Enterprise Miner package file (SPK) from the user's client machine to the Models folder that is selected in the Project Tree. For more information, see Import Package Files from SAS Enterprise Miner.
7 Local Files imports SAS code models that were not developed in SAS Enterprise Miner (such as PROC LOGISTIC models) into SAS Model Manager. For more information, see Import SAS Code Models and R Models Using Local Files.
8 PMML Model File imports a PMML model. For more information, see Import PMML Models.
9 Set Champion Model or Default Version selects the champion model or the default version. When you select a model in the Project Tree, click the Set Champion Model or Default Version button to promote the model to champion status in the version folder. When you select a version folder in the Project Tree, click the Set Champion Model or Default Version button to promote the version folder to the default version within the project for model scoring and life cycle management. For more information, see Deploying Models.
10 Clear Champion Model or Default Version deselects the champion model, the default version, or both. When you select a default version in the Project Tree, click the Clear Champion Model or Default Version button to clear that version's status as default. When you select a champion model in the Project Tree, click the Clear Champion Model or Default Version button to clear that model's status as the champion model. For information, see Deploying Models.
11 Execute performs the scoring task that is selected in the Project Tree. You can browse the scored data result set, generate plots of the scored data, and review SAS output from the scoring run. For more information, see Execute a Scoring Task.
12 Create Output Table creates a new output table structure for one or more SAS Model Manager scoring tasks. For more information, see Create Scoring Output Tables.
13 Quick Mapping Check enables you to compare the input data source variable names that were submitted to a scoring task with the required input variable names in the model. If the variables in the scoring input table are an incomplete subset of the model's required input variables, then the scoring results might be statistically invalid. The variable data type is not validated. For more information, see Overview of Scoring Tasks.
14 Advanced View displays a SAS Enterprise Miner Package Viewer window that displays the contents of the SAS Enterprise Miner SPK file if it was created with the model that is selected in the Project Tree.
When you register a model in the SAS Metadata Repository for SAS Enterprise Miner, a SAS Enterprise Miner package file is registered if a Web folder to store the file was defined using SAS Management Console. For more information, see model deployment in the Help for SAS Enterprise Miner 7.2.
15 Export Model into SAS Metadata Repository exports the model that is selected in the Project Tree to the SAS Metadata Repository. For more information, see Exporting Models.
16 Define Dashboard Report Indicators defines the conditions for the performance monitoring data that you want to see in a dashboard reports. For more information, see Define Dashboard Report Indicators.
17 Generate Dashboard Reports displays a window that you can use to select style and report options. Dashboard reports are then created for projects that have performance monitoring data and have dashboard report indicators that have been defined. For more information, see Generate Dashboard Reports.
18 Define Model Retrain Task starts a wizard that retrains one or more models. For more information, see Retraining Models.
19 View Workflow enables the user to view the workflow instances that are associated with the selected project or version. For more information, see Viewing Workflow Instances.
20 New Workflow Instance creates a new workflow instance of a process definition and associates it with the selected project or version. For more information, see Creating a New Workflow Instance.
21 My Workflow Inbox opens the SAS Model Manager Workflow Console to view the workflow activities that have been assigned to the user as a potential owner, actual owner, or business administrator. For more information, see Viewing Workflow Activities.

SAS Model Manager Menus

The SAS Model Manager main menu varies in content based on whether you select the Projects perspective, the Life Cycles perspective, or the Data Sources perspective. If a menu item is not applicable in the selected perspective, then it is dimmed and is not available. Here is a list of all menu items:
File
  • New Folder creates a new organizational folder. For more information, see Create an Organizational Folder.
  • New Project creates a new modeling project folder. For more information, see Create a Project.
  • New Version creates a new version folder within a project folder. For more information, see Create a Version.
  • New Scoring Task creates a new scoring task within a Scoring folder. For more information, see Create a Scoring Task.
  • Import From specifies the method that you want to use to import models into a version's Models folder. For more information, see Importing Models.
    • SAS Metadata Repository displays a SAS Folders view window that you can use to select SAS Enterprise Miner models, and then import them into a Models folder. For more information, see Import Models from the SAS Metadata Repository.
    • SAS Enterprise Miner Package File displays a local file browser window that you can use to import a model from a SAS Enterprise Miner package (SPK) file. For more information, see Import Package Files from SAS Enterprise Miner.
    • Local Files displays a local file browser window that you can use to import SAS code models that were not developed in SAS Enterprise Miner (such as PROC LOGISTIC models) into SAS Model Manager. For more information, see Import SAS Code Models and R Models Using Local Files.
    • PMML Model File displays a local file browser window that you can use to import PMML models. For more information, see Import PMML Models.
  • Exit ends the SAS Model Manager session, and then closes the window.
Edit
  • Copy creates a copy of the selected model object.
  • Paste places the model object that is in the copy buffer in a location that you select in the Project Tree.
  • Rename enables you to enter a new name for the selected object.
View
Tools
  • Manage Templates displays the SAS Model Manager Template Editor, which enables you to create, edit, and upload to the SAS Content Server life cycle templates and model templates. For more information, see Creating Life Cycle Templates and User-Defined Model Templates.
  • Generate Dashboard Report displays a window that you can use to select the style and report options. Dashboard reports are then created for projects that have performance monitoring data and have dashboard report indicators that have been defined. For more information, see Generate Dashboard Reports.
  • Manage Workflow opens the SAS Model Manager Workflow Console, which can be used to manage instances of workflow process definitions and workflow activities. For more information, see Managing the Workflow Process.
  • My Workflow Inbox opens the SAS Model Manager Workflow Console to view the workflow activities that have been assigned to the user as a potential owner, actual owner, or business administrator. For more information, see Viewing Workflow Activities.
Help
  • Help displays the table of contents of the SAS Model Manager Help.
  • About SAS Model Manager displays information about the version of SAS Model Manager that you are using.
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