In Data Management (DMS), approval processes are associated with security rules. You can configure different approval processes for different types of tickets. This topic describes how to configure approval processes.

Prerequisites

You are a DMS administrator or a database administrator (DBA).

Concepts

  • Approval node
    An approval node consists of one or more users. You can create, edit, or delete approval nodes in DMS. Each approval node in an approval process represents a stage of the approval process. You can specify multiple users as approvers for an approval node. If one of the approvers gives the approval, the ticket is submitted to the next approval node.
    Note By default, each approval process in DMS consists of three approval nodes: Admin, DBA, and Owner.
  • Approval template
    An approval template consists of one or more approval nodes. You can create, edit, or delete approval templates in DMS. The following figure shows the default approval templates in DMS.
    Note Each approval template has a unique template ID. For example, DMS provides an approval template that contains no approval node. The ID of this template is -1. The approval template of which the ID is 851 consists of all the approval nodes in the approval templates of which the IDs are 512 and 511. When you configure a security rule, you can use the ID of an approval template to configure an approval process.
  • Approval priority
    For each type of ticket, you can configure approval processes for both the basic configuration items and checkpoints.
    Note If you configure approval processes for both the basic configuration items and checkpoints in DMS, the approval processes for the checkpoints take precedence over those for the basic configuration items. The approval processes that are configured for the basic configuration items apply only when no approval processes are configured for the checkpoints.
  • Approval-free template

    DMS provides an approval template that contains no approval node. The ID of this template is -1. When you configure security rules and want to specify that no approval is required, you can use the actions that are described in the following table. For more information, see DSL syntax for security rules.

    Action Description
    @act.do_not_approve Specifies that no approval is required.
    @act.choose_approve_template -1 Selects the approval template of which the ID is -1.
    @act.choose_approve_template_with_reason -1 Selects the approval template of which the ID is -1 and specifies the reason for this action.

Create an approval node

  1. Log on to the DMS console.
  2. In the top navigation bar, move the pointer over the More icon and choose System > Approval Processes.
  3. Click the Approval Node tab.
  4. Click Create Approval Node.
  5. Set the parameters that are described in the following table.
    Parameter Description
    Node Name The name of the approval node.
    Remarks The description of the approval node.
    Approver The one or more users you want to specify as approvers for the approval node. If one of the approvers gives the approval, the ticket is submitted to the next approval node.
  6. Click Submit.

Create an approval template

  1. Log on to the DMS console.
  2. In the top navigation bar, move the pointer over the More icon and choose System > Approval Processes.
  3. Click the Approval Template tab.
  4. Click Create Approval Template.
  5. Set the parameters that are described in the following table.
    Parameter Description
    Template Name The name of the approval template.
    Remarks The description of the approval template.
    Approval Node Click Add Node to add one or more approval nodes to the approval template. You must add the approval nodes in sequence. For example, the approval nodes of which the values of the Approval Order parameter are 0 and 1 are the first and second approval nodes.
  6. Click Submit.