Run the Define Performance Task Wizard

To create the monitoring reports, you run the Define Performance Task wizard to generate SAS code. You then execute the generated code or create a schedule to execute the generated code on a specific day and time. Execution of the generated code creates the SAS data sets that are used to display reports: either the monitoring reports from the version Performance node, or the Monitoring report or Champion and Challenger Performance report that you create from the New Report wizard.
To create the reports:
  1. Right-click the project name and select Define Performance Task. The Define Performance Task wizard appears.
    Note: The Define Performance Task pop-up menu item is available to only SAS Model Manager administrators and advanced users.
    Define Performance Task Wizard Step 1
  2. In the Output Variables for Stability Analysis table, select the output variable or variables. To select all output variables, click Select All.
  3. In the Input Variables for Characteristic Analysis table, select the input variables. To select all input variables, click Select All. Click Next.
  4. For each general property in the table, verify the values for the warning and alert conditions. Modify the values as necessary. Make sure that the values are not enclosed in quotation marks. Click Next.
    Define Performance Task Wizard Step 2
  5. Choose the data processing methods.
    • To run a standard environment, select Standard configuration.
    • To run the performance monitoring task in a High-Performance Analytic environment, select High-performance configuration.
    • To run the scoring task code in the performance monitor job, select Run model score code. If High-performance configuration is selected, the Run model score code check box is not available. If you do not select Run model score code, make sure that all output variables for stability analysis exist in the performance data source.
      Note: The scoring task is not run when High-performance configuration is selected. To use the high-performance configuration, the High-Performance Analytics server product must be licensed.
    Define Performance Task Wizard Step 3
  6. Select a model from the Models table. If a challenger model has been flagged, the challenger model is listed in the Models table.
  7. Click Add Data Source Button, click the empty cell in the Data Source column, and click Browse. Select a performance data table and click OK.
    Note: When you add multiple tables, the baseline performance table is the table with the earliest collection date.
  8. Click the empty cell in the Collection Date column and click Calendar button. Select a date for the collection date. The date can be any date in the time period when the performance data was collected.
    Note: The date that you select is used by SAS Model Manager for sequencing data and does not appear in any charts. If the performance data is for the first quarter of 2013, the date could be any date between January 1 and March 31, 2013.
  9. To add a label for the date, enter the label in the Report Label column. 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 in another report, is short, and is understandable (for example, 2013Q1 or 2013).
    Note: Duplicate report labels result in previous performance results being overwritten.
    When the performance monitoring report is for a challenger model and when the data will be used in a Champion and Challenger Performance report, some requirements apply. Namely, the value of the Report Label field must be the same report label that was used for the same time period when the performance monitoring report was run for the champion model. For example, if the report label for the champion model’s data from the first quarter of 2013 is 2013Q1, the date label for the challenger model’s data from the first quarter of 2013 must be 2013Q1.
  10. (Optional) Repeat Steps 7–9 to add multiple performance data tables to the performance monitoring task.
  11. (Optional) To delete a table from the performance monitoring task, select the table and click Delete.
  12. (Optional) Click Validate to verify that the selected input variables and target variables are included in the performance data source.
  13. Click the Default server list and select a SAS Application Server where the performance task is to execute.
  14. Click Next.
  15. (Optional) To send the scoring results by e-mail, click the Add button in the E-mail Notifications table. The Add Contact window appears.
    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.
  16. Click Finish. The Working status box appears while the code is generated.
  17. To execute the generated code at a particular time, see Schedule Performance Monitoring Tasks. To execute the generated code from the Project Tree immediately, right-click the Performance Monitor 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 Resources folder of the default version.
    Execute the Performance Report Code
    Note: If the report creation fails, you can view the SAS log to look for error messages by selecting the PerformanceMonitor.log file in the Performance Monitor node.
  18. To view the reports, click the Performance node in the champion model’s version. On the right, click the tab for the report that you want to view.
    View Performance Reports
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