Dataphin: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 can create mapping rules for the data standard sets they manage.

• Mapping rule owners can manage their rules, including editing and deleting them.

Limits

A maximum of 2000 mapping rules can be created.

Create mapping rules

1. Navigate to the Dataphin home page, select Administration > Standard from the top menu bar.

2. In the left navigation bar, choose Landing Evaluation > Mapping Rule. On the Mapping Rule page, click the + Create Mapping Rule button.

3. On the Create Mapping Rule page, configure the parameters. The system provides built-in filter conditions and mapping relationships. You can modify or delete these as needed.

   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	Select the type of asset object to evaluate. Options include Dataphin Field or Dataphin Metric. Note Dataphin Field: Includes 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 the evaluation scope. No Filter: Evaluate all asset objects of the chosen type. Note A full evaluation may extend task durations and impact features such as the asset catalog. We recommend setting 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	Select a data standard set for evaluation. You can select 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 evaluation. Different templates have different attributes, which determine the available attributes 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 configurations are provided and can be 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.

4. To complete the process, click OK.

Mapping rule list

The Mapping Rule page lets you view, create, edit, run, and delete mapping rules.