Dataphin:Creating change strategy

Background information

The change strategy encompasses the following aspects:

• Change strategy: Defines the strategy's effective time, applicable platforms, scope of control, and validation rules. The strategy becomes active immediately upon configuration.

• Effective time: The strategy is immediately operational upon creation or modification, applying the most recent rules to any changes in the asset object.

• Management permissions: Creation of new change strategies is restricted to super administrators and system administrators, while editing and deletion are additionally available to strategy owners.

Prerequisites

Ensure that change rules have been established prior to creating a change strategy. For more information, see the referenced document.

Creating change strategy

1. Navigate to the Dataphin home page, and from the top menu bar, select Management Center > Specification Settings.

2. In the left-side navigation pane, choose Change Control > Change Policy.

3. On the Change Policy page, click +create Change Strategy.

4. On the Create Change Strategy page, enter the required parameters.

   1. Input basic information.

      Parameter	Description
      Strategy Name	Enter the name for the new strategy, adhering to the following naming convention: Must not exceed 30 characters in length. Supports any type of character.
      Service Scenario	Defaults to Publish Control.
      Owner	Designate the owner of the strategy, which by default is the current user. This can be modified if necessary.
      Start And End Time	Set the time frame during which the strategy is active.
      Daily Effective Period	Specify the daily time intervals when the strategy is in effect. Multiple periods can be added.

   2. Click Add Validation Rule to set the control behaviors for the strategy.

   3. In the Add Validation Rule dialog box, add the necessary rules and click Confirm.

      Important

      Note that each rule can be associated with only one change strategy.

      To create new change rules, refer to the referenced document.

   4. Once the control behaviors are set, click Next.

   5. Determine the scope of validation.

      The validation scope can be defined in the following ways:

      • Through Expression Configuration, you can opt for custom or system-provided rules. For guidance on rule configuration, click Rule Number Configuration Guide.

      • For Customized settings, click Documentation to review custom encoding rules.

   6. Complete the configuration and click Submit.

   Upon creation, the change strategy is automatically enabled. It can also be manually deactivated. Note that the strategy will not be effective if the switch is turned off, even within the set active period.