Create and manage mapping rules - Dataphin - Alibaba Cloud Documentation Center

Dataphin enables you to define matching relationships between standard attributes and asset object metadata fields, facilitating mapping associations between standards and asset objects. This topic describes how to create and manage mapping rules.

Permission description

Super administrators, data standard administrators, and custom global roles with mapping rule management permissions can create or configure mapping rules across all data standard sets.
Data standard set owners are authorized to create mapping rules for the data standard sets they oversee.
Mapping rule owners have the authority to manage their rules, including editing and deleting them.

Limits

A maximum of 2000 mapping rules can be created.

Create mapping rules

Navigate to the Dataphin home page, select Administration > Standard from the top menu bar.
In the left navigation bar, choose Landing Evaluation > Mapping Rule. On the Mapping Rule page, click the + Create Mapping Rule button.

On the Create Mapping Rule page, configure the necessary parameters. The system offers built-in common filter conditions and mapping relationships to streamline rule configuration. You can modify or delete these if they are not required.

Parameter	Description
Basic Information
Mapping Rule Name	Enter a custom name for the mapping rule, limited to 128 characters.
Owner	Select the rule's owner, who can manage tasks such as changing the rule's status, manual execution, and termination. The owner must oversee all selected data standard sets to edit the rule.
Description	Provide a description for the mapping rule, not exceeding 256 characters.
Select Asset Objects
Object Type	Choose the type of asset object for evaluation. Options include Dataphin Field or Dataphin Metric. Note Dataphin Field: Encompasses fields from all Dataphin data tables. Dataphin Metric: Includes derived metrics, indicators, and registered indicators from logical aggregate tables.
Filter Condition	Configure filter conditions based on the metadata fields of the selected asset object type to narrow down the scope of asset objects for more precise evaluation. No Filter: Evaluate all asset objects of the chosen type. Note A full evaluation may lead to extended task durations, potentially impacting features like the asset catalog. It is advisable to set filter conditions based on the metadata of the mapping object. Filter By Object Attribute: Filter based on the field values of selected metadata fields, such as specifying the environment as production. Default common filter conditions are provided and can be removed if unnecessary. At least one rule must be set. To add a rule, click the + Add Rule button. Up to 10 filter conditions can be configured. Filter conditions can be linked with AND or OR logic.
Selection Policy	Each execution evaluates the full metadata set. Incremental evaluation is not supported.
Select Data Standard
Source Data Standard Set	Choose a data standard set for the standards you want to evaluate, with a selection limit of up to 20 sets. For instructions on creating a new data standard set, see Create and manage data standard sets. Note Only standards in the Active status within the selected data standard sets are monitored for mapping.
Standard Template	Select the standard template for the standards under evaluation. Different templates have varying attributes, influencing the associated attributes available in the Mapping Configuration section.
Mapping Configuration
Mapping Method	Configure the mapping relationship between standard attribute values and asset object attributes, for example, Standard Name = Object Name. Default common configurations are provided and can be manually removed if not needed. Match by Object Attribute: The attribute type of the data standard set for contextual computing must match the data type of the asset object attribute. Different field types offer various filter conditions. For Character, Date, or Boolean fields, conditions include Equal (=), Like, and In; for Numeric fields, conditions include Equal (=) and In. When using the In operator with custom input, configure a separator. Click Configure Separator, in the Separator dialog box, select a separator, including space, comma, semicolon, and others (custom input), allowing multiple selections. Click OK to finalize the separator configuration. Note Spaces are not supported when selecting Others as the separator. Custom separators must not duplicate existing selections. Consecutive separators are treated as a single separator. Intelligent Matching by Recognition Feature: Applicable only when the object type is Dataphin Field. It matches asset objects selected by the current mapping rule with the associated recognition features configured in the selected data standards. If the data details align with the recognition feature rules, a mapping relationship is established between the asset object and the corresponding standard.
Execution Configuration
Scheduled Execution	Scheduled Execution: Automatically executes according to the rule configuration, suitable for scenarios requiring timely updates of mapping results and strong rule applicability. Execution Cycle: Supports Daily execution, with a configurable start time range from 00:00 to 23:59. When the system time zone (the time zone in User Center) differs from the schedule time zone (the time zone configured in Management Hub > System Settings > Basic Settings), the rule will execute based on the system time zone. Cron Expression: Reflects the cron expression corresponding to the configured schedule. Timeout: If a single execution exceeds the specified duration, it will be marked as failed. Timeout can be set up to two decimal places, with a range between (0, 24] hours. Configure whether to retry mapping rule execution upon failure, with options for Retry Count and Retry Interval. Retry Count can be set between 0 and 10. Retry Interval can be set between 1 and 60 minutes.
Manual Execution	Manual Execution: Requires manual initiation of the rule, suitable for scenarios where immediate updates of mapping results are not critical, conserving resources, or when mapping is only necessary under specific conditions. Manual execution allows configuration of Timeout only.

To complete the process, click OK.

Mapping rule list

The Mapping Rule page allows you to view, create, edit, run, and delete mapping rules after configuration.

Area	Description
①Filter and Search Area	Search by rule name or filter by categories such as My Responsibility, In Effect, Mapping Standard Set, Rule Owner, Execution Method, Recent Execution, Mapping Method. Note Use the data standard set ID as a search condition if names are duplicated.
②List Area	Displays details such as rule name, mapping standard set, standard template, mapping method, execution method, status, owner, recent update, execution record, description, and effective status. Click the mapping standard set name to view its basic information in the attribute drawer. Click the standard template name to access its attribute information, references, and version history. Toggle the rule's effective status by clicking the Effective Status column's icon. To pause rule execution, set the status to Disable. Important Existing tasks will continue, but no new tasks will be initiated. View the most recent successful mapping by clicking the Recent Execution Record column's icon.
③Operation Area	For Scheduled Execution rules, options include View, Edit, Temporary Manual Execution, Delete, View Execution Records. For Manual Execution rules, available actions are View, Edit, Execute Manually, Delete, View Execution Records. View: Allows you to see the configuration details of the mapping rule. Edit: Data standard sets and evaluation objects are not editable. Temporary Manual Execution: To run a scheduled rule before its next scheduled time, click the icon for a temporary manual execution. Important Should the next scheduled run time occur while the current run is active, the subsequent scheduled task will be automatically cancelled. If the mapping method is intelligent matching by recognition feature and the operation time falls within the scan disable period set on the recognition feature page, execution is not possible. Modify the scan disable period settings to proceed. Manual Execution: Enables manual execution of mapping rules. Important If the mapping method is intelligent matching by recognition feature and the operation time falls within the scan disable period set on the recognition feature page, execution is not possible. Adjust the scan disable period settings to proceed. Delete: Removal of a mapping rule is permanent and cannot be undone. View Execution Records: Allows access to mapping details and execution logs. For more information, see View mapping execution records.
④Batch Operation Area	Activate multiple mapping rules at once by clicking the Activate button, enabling their scheduling. Pause multiple mapping rules simultaneously by clicking the Deactivate button, halting their scheduling. Important Current tasks will not be interrupted, but no new tasks will be scheduled. Remove multiple mapping rules at once by clicking the Delete button. This action is irreversible.