SAS Model Manager User Groups, Roles, and Tasks :: SAS(R) Model Manager 12.3: User's Guide

SAS Model Manager Groups

When you work in SAS Model Manager, the SAS Model Manager administrator assigns your user ID to one of three SAS Model Manager groups: Model Manager Administrators, Model Manager Advanced Users, and Model Manager Users. Groups can perform certain tasks within SAS Model Manager. For example, users in the Model Manager Administrator group are the only users who can freeze a version.

Users in the Model Manager Administrator group can perform any task with SAS Model Manager. The Model Manager Advanced Users and Model Manager Users groups are more restrictive. See the tables in the subsequent sections for a list of SAS Model Manager tasks and the groups whose users can perform the task.

A SAS Model Manager administrator can create custom groups for your organization as well as assign SAS Model Manager roles to those groups. Contact your SAS Model Manager administrator to find out your group and roles.

The following table lists the abbreviations for groups that are used in the task tables below:

SAS Model Manager Group	Abbreviation
Model Manager Administrator Users	MM Admin
Model Manager Advanced Users	MM Adv User
Model Manager Users	MM User

SAS Model Manager has two other groups, Model Manager Example Life Cycle Assignees and Model Manager Example Life Cycle Approvers. These groups are used in the life cycle templates that are provided by SAS Model Manager for example purposes only. The life cycle templates and groups that are supplied by SAS should not be modified.

SAS Model Manager Roles

The SAS Model Manager roles enable specific users or groups to be assigned in order to complete specific tasks within SAS Model Manager. In most cases, roles are assigned to groups. Three of the roles are general and correspond to the groups that are supplied by SAS Model Manager. Roles that are associated with the life cycle enable users and groups to be assigned to complete tasks or to approve that tasks are complete.

The following table describes the roles and lists the role abbreviations that are used in the list of tasks:

Role	Description	Abbreviation
Comments Administrator	A user who can manage comments in the SAS Model Manager Workflow Console. This role is assigned to the group Model Manager Administrators.	:CAdmin
Model Manager: Administration Usage	A user who can perform all SAS Model Manager tasks. This role is assigned to the group Model Manager Administrators.	:Admin
Model Manager: Advanced Usage	A user who can perform all SAS Model Manager tasks except for tasks that can be performed only by a SAS Model Manager administrator. This role is assigned to the group Model Manager Advanced User.	:Adv
Model Manager: Usage	A SAS Model Manager general user. The general user can perform all tasks except for advanced user tasks and administrator tasks. This role is assigned to the group Model Manager Users.	:User
Model Manager: Life Cycle Participant Usage	A user or group whose role is displayed in the Life Cycle Template Editor Participant List selection list.	:LC Participant
Model Manager: Life Cycle Assignee Usage	A user or group who can be assigned to complete a life cycle task.	:LC Assignee
Model Manager: Life Cycle Approval Usage	A user or group who can approve the completion of a life cycle task.	:LC Approver

Setting Up SAS Model Manager

Use the following table to determine the users who can complete the tasks to set up SAS Model Manager:

Task	Group	Topic
Create SAS Model Manager users in SAS Management Console	SAS Administrator	See SAS Model Manager: Administrator's Guide
Create data libraries in SAS Management Console	MM Adv User, MM Admin, SAS Administrator	See SAS Model Manager: Administrator's Guide
Create channel location folders on a SAS server	MM Admin	See SAS Model Manager: Administrator's Guide
Create SAS Model Manager channels in SAS Management Console	SAS Administrator	See SAS Model Manager: Administrator's Guide
Define channel subscribers in SAS Management Console	SAS Administrator	See SAS Model Manager: Administrator's Guide
Create project tables	MM User, MM Adv User, MM Admin	Working with Data Sources
Register project tables in SAS Management Console	MM Adv User, MM Admin	See SAS Model Manager: Administrator's Guide
Configure the SAS Content Server for SAS Model Manager	MM Admin	See SAS Intelligence Platform: Web Application Administration Guide
Create workflow process definitions	MM Admin	See SAS Model Manager: Administrator's Guide

Setting Up Projects and Versions

Use the following table to determine the users who can complete the tasks to set up projects and versions in SAS Model Manager:

Task	Group	Topic
Create organizational folders	MM Adv User, MM Admin	Create an Organizational Folder
Create project control groups	MM Adv User, MM Admin	Create a Project Control Group
Create projects from a control table	MM Adv User, MM Admin	Create Projects from a Control Table
Create projects	MM Adv User, MM Admin	Create a Project
Create versions	MM Adv User, MM Admin	Create a Version
Delete a node in the Project Tree	MM Adv User, MM Admin	Deleting an Object in the Project Tree
Archive and restore folders	MM Admin	Archive and Restore Organizational Folders
Create and upload life cycle templates	MM User, MM Adv User, MM Admin	Creating Life Cycle Templates
Create a workflow	MM Admin	Creating a New Workflow
Assign participants to a workflow	MM Admin	Working with Workflow Participants
View workflows that are associated with a version	MM Admin	Viewing Workflows

Importing and Assessing Models

Use the following table to determine the users who can complete the tasks to import and assess models:

Task	Group	Topic
Create model templates	MM Adv User, MM Admin	User-Defined Model Templates
Import models	MM Adv User, MM Admin	Importing Models
Configure model properties	MM Adv User, MM Admin	Set Model Properties
Map model variables to project variables	MM Adv User, MM Admin	Map Model Variables to Project Variables
Run model comparison and model validation reports	MM Adv User, MM Admin	Validating Models Using Reports
Create user reports	MM Adv User, MM Admin	Validating Models Using User Reports
Create aggregated reports	MM Adv User,MM Admin	Aggregated Reports
Create scoring task output tables	MM Adv User, MM Admin	Create Scoring Output Tables
Create and run scoring tasks	MM Adv User, MM Admin	Scoring Models
Schedule a scoring task to execute	MM Adv User, MM Admin	Schedule Scoring Tasks

Deploying and Delivering Models

Use the following table to determine the users who can complete the tasks to deploy and deliver models:

Task	Group	Topic
Set a champion model	MM Adv User, MM Admin	Champion Models
Flag a challenger model	MM Adv User, MM Admin	Challenger Models
Validate the champion model by running a scoring task using test data and reviewing the scoring task output	MM Adv User, MM Admin	Validating Models Using Reports Validating Models Using User Reports
Freeze or unfreeze versions	MM Admin	Freezing Models
Publish a project, version, or model to a SAS channel	MM Adv User, MM Admin	Publishing Models to a SAS Channel
Extract a model	any user who has the appropriate access rights to the SAS Metadata Repository	Extract a Published Model
Publish a model to the SAS Metadata Repository	MM Adv User, MM Admin	Publish Models to the SAS Metadata Repository
Publish a scoring function or model scoring files to a database	MM Adv User, MM Admin	Publishing Models to a Database

Monitor Champion Model Performance and Retrain Models

Use the following table to determine the users who can complete the tasks to create and run the reports that are used to monitor the champion model performance and to retrain models:

Task	Group	Topic
Set project properties	MM Adv User, MM Admin	Project Properties
Monitor performance of project champion models that are within a project control group	MM Adv User, MM Admin	Monitor Performance of Project Champion Models
Run the Define Performance Task wizard	MM Adv User, MM Admin	Create Reports by Defining a Performance Task
Schedule a performance monitoring task to execute	MM Adv User, MM Admin	Schedule Performance Monitoring Tasks
Execute the performance monitoring SAS programs from the Performance Monitor node.	MM Adv User, MM Admin	Run the Define Performance Task Wizard
Run performance monitoring batch jobs	in Test mode: MM User, MM Adv User, MM Admin in Production mode: MM Adv, MM Admin	Create Reports Using Batch Programs
View monitoring reports and charts	MM User, MM Adv User, MM Admin	View Reports
Delete performance monitoring files from the Resources folder	MM Adv User, MM Admin	Delete Performance Summary Data Sets
Define dashboard report indicators	MM Adv User, MM Admin	Create a Dashboard Report Definition
Generate dashboard reports	MM Adv User, MM Admin	Generate Dashboard Reports
View dashboard reports	MM User, MM Adv User, MM Admin	View Dashboard Reports
Define a model retrain task	MM Adv User, MM Admin	Define a Model Retrain Task
Execute a model retrain task	MM Adv User, MM Admin	Execute a Model Retrain Task
View retrained models and the associated model comparison reports	MM User, MM Adv User, MM Admin	Viewing Retrained Models and Model Comparison Reports

General Tasks

Use the following table to determine the users who can complete these general tasks:

Task	Group or Role	Topic
Manage Documents folders and subfolders	MM User, MM Adv User, MM Admin	Associate Documents with a Folder
Update life cycle status	For a version life cycle, any SAS Model Manager user or group that is assigned to the role :LC Assignee. If no user or group is assigned to the role :LC Assignee, then any user or group that is assigned to the role :LC Participant can update the life cycle status.	Update Milestone Status
Approve a life cycle task	For a version life cycle, any SAS Model Manager user or group that is assigned to the role :LC Approver. If no user or group is assigned to the role :LC Approver, then any user or group that is assigned to the role :LC Participant can approve a life cycle task.	Update Milestone Status
Use the Query utility	MM User, MM Adv User, MM Admin	Query Utility
Set the status of a project champion model	MM Adv User, MM Admin	Setting the Project Champion Model Status
Replacing a champion model	MM Adv User, MM Admin	Overview of Replacing a Champion Model
View workflow activities	MM User, MM Adv User, MM Admin A user must be the actual owner of an activity or assigned the workflow participant role of potential owner or business administrator to view activities in their workflow inbox.	Viewing Workflow Activities
Work with workflow activities	MM User, MM Adv User, MM Admin A user who is a workflow participant can claim, release, and complete activities.	Working with Workflow Activities