Dataphin integrates seamlessly with internal enterprise systems and DingTalk OA to manage approval flows, offering a unified IT management solution with enterprise-level internal process systems. Users enjoy an approval experience consistent with their original system, complemented by the ability to define custom approval rules. For instance, requests for low-sensitivity assets can be set for automatic approval, while those for high-sensitivity assets require specific approvers. This topic outlines the integration process with external approval systems.
References
Select Approval System When opting for Third-party Approval, you can utilize third-party approval flows. For more information, see the referenced document.
Background information
Integrating Dataphin with external approval systems requires addressing user matching and mapping discrepancies, as well as interface conversion. Often, a Proxy application is developed to bridge Dataphin's interface with that of the external approval system. Utilizing the approval system SDK simplifies the development of the Proxy application, enabling the quick establishment of basic workflows.
Limits
Configuration of approval settings is restricted to accounts with superuser or system administrator roles.
Precautions
Be aware of the following when modifying approval flow settings, especially if there are ongoing approval requests:
Transitioning from Dataphin's internal approval flow to an external one allows in-progress requests (initiated but not completed) to continue within Dataphin.
Switching between external approval flows or altering their settings will cause in-progress requests to follow the new flow. Changes to the callback URL, including authentication details, may lead to callback failures, preventing the approval status from syncing with Dataphin. In such instances, reinitiate the approval process and close the original request by revoking it.
If you switch from an external to Dataphin's internal approval flow, the external system's in-progress request outcomes won't sync with Dataphin. You can close the original request by revoking it.
Approval settings entry
Log on to the metadata warehouse tenant with a superuser or system administrator account.
Navigate to the Dataphin home page and single click the Management Center on the top menu bar.
To access the Approval Settings page, follow these steps:
Single click System settings -> Approval settings.
Configure approval settings
Dataphin's approval system accommodates both built-in and external systems, offering the flexibility to enable or disable external systems. Once configured, these settings can be selected within Approval templates - Approval system.
Enabling the external approval system allows for either the built-in or an external system to be set as the default.
Disabling the external system sets the built-in system as the default.
Built-in approval system
On the Approval Settings page, designate the Built-in Approval System as the default and click Save to finalize the configuration.
External approval system
To enable the External Approval System, set Third-party Approval as the default and configure the necessary parameters.
In the Select Approval System dropdown, choose Dingtalk OA and enter the required parameters.
DingTalk OA
Parameter
Description
External approval system configuration
Approval System Name
Name your approval system, ensuring it does not exceed 128 characters.
Select Approval System
Choose Dingtalk OA from the dropdown.
Approval service configuration
API Address
Input the API address for DingTalk OA.
AppKey
Enter the AppKey for DingTalk OA.
Appsecret
Provide the Appsecret for DingTalk OA.
Click Test Connection to verify connectivity between Dataphin and the external approval system. If the test fails, follow the prompts to resolve any issues.
Callback URL
This is the URL where Dataphin receives callback results from DingTalk OA. The system generates the Callback URL automatically, but customization is possible. The format is
https://<Dataphin deployment domain name>/task/callback.Encoding AES Key
Enter the encryption and decryption key.
Click the
to generate the Encoding AES Key automatically.Token
Input the token used for DingTalk OA client authentication.
Click the
to generate it automatically.AgentId
Enter the AgentId for DingTalk OA.
Others
Parameter
Description
External approval system configuration
Approval System Name
Name your approval system, ensuring it does not exceed 128 characters.
Select Approval System
Choose Other as the approval system and download the SDK file.
Approval service configuration
Submit Approval Request URL
Specify the URL for submitting approval requests to the external system. Dataphin will send user approval requests to this URL.
Access Token
The Access Token serves as the authentication credential for accessing the external approval system. It is necessary when Dataphin submits requests to the system.
Click Test Connection to verify connectivity between Dataphin and the external approval system. If the test fails, follow the prompts to resolve any issues.
Callback URL
This URL is where Dataphin receives callback results from the external approval system. The system generates the Callback URL by default, but it can be customized. The format is
https://<Dataphin deployment domain name>/api/oa/bpms/integration/thirdparty/callback.Encoding AES Key
Enter the encryption and decryption key.
Click the
to generate the Encoding AES Key automatically.Once the parameters are set, click Save to apply the changes.