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. Execution of the generated code creates the SAS data sets that are used to display 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, follow these steps:
  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 scoring task. If High performance configuration is selected, the Run scoring task check box is not available.
      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. Click the Performance data source Browse button and select a performance data source from the folder that contains the performance data set.
  7. (Optional) Click Validate to verify that the selected input variables and target variables are included in the performance data source.
  8. Click the calendar button Calendar Button for the Data collection date box and select a date. The date can be any date in the time period when the performance data was collected. SAS Model Manager uses the date value to sequence data. Therefore, you can select any date in the time period when the performance data source was collected.
  9. To add a label for the date, enter the label in the Date label field. The date label represents the time point of the performance data source. Because the date label appears in the performance charts, use a label that is short and understandable (for example, 2012Q1 or 2012).
    If the performance monitoring report is for a challenger model and the data will be used in a Champion and Challenger Performance report, the value of the Date label field must be the same date label that was used for the same time period when the performance monitoring report was run for the champion model. For example, if the date label for the champion model’s data from the first quarter of 2012 is 2012Q1, the date label for the challenger model’s data from the first quarter of 2012 must be 2012Q1.
  10. Select a model from the Models table. If a challenger model has been flagged, the challenger model is listed in the Models table.
  11. Click Next.
  12. (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. Type in 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.
  13. Click Finish. The Working status box appears while the code is generated.
  14. To execute the generated code, right-click the PerformanceMonitor 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 PerformanceMonitor node.
  15. To view the reports, click the Performance node. On the right, click the tab for the report that you want to view.
    View Performance Reports
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