A data standard set is a collection of standards with similar or consistent business meanings. It functions as a specialized directory that, in addition to classification, defines viewing permissions and approval configurations for standards. As a best practice, map a single table or business entity, such as a customer, to one data standard set. Each standard type should correspond to a standard template, such as a basic standard or an indicator standard. This approach simplifies the definition of standard specifications and supports diverse management requirements. This topic describes how to create and manage data standard sets.
Permissions
Super administrators and data standard administrators can create and manage all data standard set directories and data standard sets.
Data standard set owners can manage the data standard sets for which they are responsible, including editing and deleting the sets.
Limits
The hierarchy of a data standard set directory cannot exceed 10 levels.
The total number of data standard set directories cannot exceed 1,000 across all levels.
A single tenant can create a maximum of 10,000 data standard sets.
Data standard set list
On the Standard Set page, you can view default and custom data standard sets. You can also edit, clone, or delete a data standard set, or create standards within it.
Area | Description |
① Filter and search area | Perform a fuzzy search for a data standard set by its name, code, or ID. You can also filter data standard sets based on the sets you have joined, the sets you are responsible for, or the directories to which the sets belong. |
② Data standard set directory | The data standard set directory classifies and manages data standard sets and standards from a business or organizational perspective.
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③ Data standard set list | This area displays the name, code/ID, parent directory, number of effective/total standards, last updater, last update time, and description of the data standard set. In the Actions column, you can view standards, create new standards, edit, batch export standards, view data standard mappings, configure data standard mapping rules, clone, and delete the data standard set.
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or the collapse all classifications icon 
to expand or collapse the data standard set directory.
icon in the Actions column to quickly view its details. Click the Edit Basic Information button in the details panel to open the edit dialog box.
icon in the Actions column to view the standards configured in this data standard set.
icon in the Actions column to go to the Create Standard page for this data standard set.
icon in the Actions column and select Edit to edit the information of the data standard set.Manage data standard set directories
On the Dataphin homepage, choose Administration > Standard from the top menu bar.
In the navigation pane on the left, click Standard Set. On the Standard Set page, click the Edit icon in the data standard set directory area.
You can create, move, edit, and delete data standard set directories.
Area
Description
① Search area
Search for a data standard set directory by a keyword in its name or code.
② Operation area
View the name and code of a data standard set directory. You can also create, edit, and delete directories.
Create: Create a data standard set directory. This includes specifying the parent directory, directory name, and directory code.
Parent Directory: Select a parent directory. If you do not select one, the new directory is created as a root-level directory.
Directory Name: Enter a custom name for the directory. The name must be globally unique, contain no more than 128 characters, and cannot contain forward slashes (/).
Directory Code: Enter a custom code for the directory. The code must be globally unique, contain only letters and digits, and be no more than 12 characters long.
ImportantThe directory code is case-sensitive for display but case-insensitive for uniqueness checks.
The directory code may be used in rules for automatically generating standard codes. The code cannot be modified after a data standard set or a standard is created. Fill in the code with care.
Edit: You cannot modify the code of a directory that contains a data standard set. You can modify the parent directory and the name of the directory.
Delete: You cannot delete a directory that contains subdirectories or is associated with data standard sets.
Create a data standard set
On the Standard Set page, click +Create Data Standard Set.
In the Create Data Standard Set dialog box, configure the parameters.
Parameter
Description
Basic information
Data Standard Set Name
The name of the data standard set. The name must be unique within the parent directory and contain no more than 128 characters.
Data Standard Set Code
The code of the data standard set. The code must be unique within the parent directory and can contain letters, digits, and underscores (_). The code can be up to 64 characters in length.
Parent Directory
Select the directory to which the data standard set belongs. When you create a data standard set, the current directory is selected by default. You can change the directory. For more information, see Manage data standard set directories.
Description
Add a description of the use cases for the dataset. The description can be up to 512 characters in length.
Default Standard Template
Select a standard template for the data standard set. The default template is referenced when you create a data standard in the data standard set. You can select another template when you create a single standard. For more information about how to create a standard template, see Create and manage standard templates.
Permission configuration
Owner
Select a user to maintain the data standard set. The owner is responsible for routine maintenance, such as editing the information of the data standard set and creating standards in the set.
Member
Select members for the data standard set. Members can only view the information of the data standard set. They are responsible for creating standards in the data standard sets that they have joined and managing the standards for which they are responsible. You can select members By User or By User Group.
By User: Select users who are in the Normal state within the current tenant.
By User Group: Select user groups that are in the Normal and Enabled state. The members of the user groups are automatically updated. You can select up to 50 user groups. For more information, see Create and manage user groups.
Visible To
Three visibility settings are supported:
Public: Users who are not members of the data standard set can view only published standards (Online, To be effective, and Offline).
Private: Visible only to members of the data standard set, including owners and members.
Data standard set members & specified users: You can select all members within the current tenant.
Approval configuration
Online Approval
If you disable online approval, no approval task is generated when you publish a data standard. The publish operation is directly performed.
If you enable online approval, you can select whether to Merge Approval Tasks For Batch Operations and select an Online Approval Process.
Merge Approval Tasks For Batch Operations:
Merge approval tasks: When you publish multiple standards of the current standard template in a batch, the standards are merged into one approval request. The entire batch is approved or rejected.
Split approval tasks: When you publish all selected standards of the current standard template in a batch, a separate approval request is generated for each data standard. You can approve them separately.
Approval process configuration:
System template: The request is approved if a super administrator or a data standard administrator approves it. The request is rejected if a super administrator or a data standard administrator rejects it.
Specified Approval Template: After you select an approval template, click the View Approval Template button to view the approval information. For more information, see Create and manage approval templates.
Offline Approval
If you disable offline approval, no approval task is generated when you unpublish a data standard. The unpublish operation is directly performed.
If you enable offline approval, you can select whether to Merge Approval Tasks For Batch Operations and select an Offline Approval Process.
Merge Approval Tasks For Batch Operations:
Merge approval tasks: When you unpublish multiple standards of the current standard template in a batch, the standards are merged into one approval request. The entire batch is approved or rejected.
Split approval tasks: When you unpublish all selected standards of the current standard template in a batch, a separate approval request is generated for each data standard. You can approve them separately.
Approval process configuration:
System template: The request is approved if a super administrator or a data standard administrator approves it. The request is rejected if a super administrator or a data standard administrator rejects it.
Specified Approval Template: After you select an approval template, click the View Approval Template button to view the approval information. For more information, see Create and manage approval templates.
Click OK to create the data standard set.
What to do next
After you create a data standard set, you can create standards within the set. For more information, see Create and manage data standards.