Model Management User Tasks :: SAS(R) Decision Manager 3.1: Administrator's Guide

Overview of Model Management User Tasks

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

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

An application administrator can create custom groups for your organization as well as assign roles to those groups. The pre–defined roles enable specific users or groups to be assigned in order to complete specific tasks within SAS Decision 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 Decision Manager. Contact your application administrator to find out your group and roles.

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

Group	Abbreviation
Model Manager Administrator Users	MM Admin
Model Manager Advanced Users	MM Adv User
Model Manager Users	MM User
Decision Manager Users	DCM User
Decision Manager Common Administrators	DCM Admin

Setting Up SAS Decision Manager

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

Task	Group
Create users in SAS Management Console	SAS Administrator
Create data libraries in SAS Management Console	DCM Admin, DCM User, MM Adv User, MM Admin, SAS Administrator
Create data libraries in the Data category view	DCM Admin, DCM User, MM Adv User, MM Admin, SAS Administrator
Create channel location folders on a SAS server	MM Admin
Create SAS channels in SAS Management Console	SAS Administrator
Define channel subscribers in SAS Management Console	SAS Administrator
Create project tables	MM User, MM Adv User, MM Admin
Register tables	DCM Admin, DCM User, MM Adv User, MM Admin
Configure the SAS Content Server for SAS Decision Manager	SAS Administrator
Create workflows	MM Admin, MM Adv User, MM User, DCM Admin, DCM User
Manage workflows	DCM Admin

Setting Up Projects and Portfolios

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

Task	Group
Create folders	MM Adv User, MM Admin
Create portfolios	MM Adv User, MM Admin
Create projects	MM Adv User, MM Admin
Create versions	MM Adv User, MM Admin
Delete folders, projects, and portfolios	MM Adv User, MM Admin
Archive and restore folders	MM Adv User, MM Admin.
Create and manage model and report templates	MM Adv User, MM Admin Note: An MM Adv User must have Write permissions to save a new template or changes to an existing template. For more information, see Verify WebDAV Folder Permissions for User-Defined Templates .
Create a workflow	MM User, MM Adv User, MM Admin
Assign participants to a workflow	DCM Admin
View workflows that are associated with a version	DCM Admin

Importing and Assessing Models

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

Task	Group
Import models	MM Adv User, MM Admin
Configure model properties	MM Adv User, MM Admin
View lineage and relationships for a model	MM User, MM Adv User, MM Admin Note: To view the relationships for a model in the SAS Lineage application, the Data Management: Lineage role must be associated with a user or group the user is in.
Map model variables to project variables	MM Adv User, MM Admin
Run model comparison and model validation reports	MM Adv User, MM Admin
Create user reports	MM Adv User, MM Admin
Create aggregated reports	MM Adv User, MM Admin
Create scoring output tables	MM Adv User, MM Admin
Create and run scoring tests	MM Adv User, MM Admin
Schedule a scoring test to execute	MM Adv User, MM Admin

Deploying and Delivering Models

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

Task	Group
Set a champion model	MM Adv User, MM Admin
Flag a challenger model	MM Adv User, MM Admin
Validate the champion model by running a scoring test using test data and reviewing the scoring output	MM Adv User, MM Admin
Lock or unlock versions	MM Admin
Publish a project or model to a SAS channel	MM Adv User, MM Admin
Extract a champion model from a SAS channel	any user who has the appropriate access rights to the SAS Metadata Repository
Publish a model to the SAS Metadata Repository	MM Adv User, MM Admin
Publish a model scoring function or model scoring files to a database	MM Adv User, MM Admin

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
Set project properties	MM Adv User, MM Admin
Monitor performance of project champion models that are within a portfolio	MM Adv User, MM Admin
Edit a performance definition	MM Adv User, MM Admin
Schedule a performance definition to execute	MM Adv User, MM Admin
Execute the performance definition.	MM Adv User, MM Admin
Run performance monitoring batch jobs	in Test mode: MM User, MM Adv User, MM Admin in Production mode: MM Adv, MM Admin
View monitoring reports and charts	MM User, MM Adv User, MM Admin
Delete performance data sets	MM Adv User, MM Admin
Create and manage dashboard report definitions	MM Adv User, MM Admin
Generate dashboard reports	MM Adv User, MM Admin
View dashboard reports	MM User, MM Adv User, MM Admin
Edit a model retrain definition	MM Adv User, MM Admin
Execute or schedule a model retrain definition	MM Adv User, MM Admin
View retrained models and the associated model comparison reports	MM User, MM Adv User, MM Admin

General Tasks

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

Task	Group or Role
Add attachments and comments	MM User, MM Adv User, MM Admin
Search for models	MM User, MM Adv User, MM Admin
Set the status of a project champion model and challenger models	MM Adv User, MM Admin
Replace a champion model	MM Adv User, MM Admin
View workflow tasks	MM User, MM Adv User, MM Admin A user must be the actual owner of a task or assigned the workflow participant role of potential owner or business administrator to view tasks in the My Tasks category
Work with workflow tasks	MM User, MM Adv User, MM Admin A user who is a workflow participant can claim, release, and complete tasks.