Create and manage data standard sets - Dataphin - Alibaba Cloud Documentation Center

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

The Standard Set page lists default and custom data standard sets. From here, you can 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 name, code, or ID. You can also filter by sets you have joined, sets you are responsible for, or directory.
② Data standard set directory	The data standard set directory organizes data standard sets and standards from a business or organizational perspective. Click the expand all classifications icon or the collapse all classifications icon to expand or collapse the data standard set directory. Search by the name or code of the data standard set directory. All standard sets: Click All standard sets to view all data standard sets in the current directory. Data standard sets that belong directly to the root directory also appear here. Data standard set directory: Select a directory to view all data standard sets in that directory and its subdirectories. For more information, see Manage data standard set directories. Hover over a data standard set directory to view its code, total number of data standard sets, last updater, and last update time.
③ Data standard set list	Displays the name, code/ID, parent directory, number of effective/total standards, last updater, last update time, and description of each data standard set. The Actions column provides the following operations: View Data Standard Set: Click the data standard set name or the icon in the Actions column to view its details. Click Edit Basic Information in the details panel to open the edit dialog box. If a default standard template is configured, you can click the template name to view its properties, reference information, and version history. View Standards: Click the icon in the Actions column to view the standards in this data standard set. Create Standard: Click the icon in the Actions column to open the Create Standard page for this data standard set. Edit: Click the icon in the Actions column and select Edit to modify the data standard set. Batch Export Standards: Click the icon in the Actions column and select Batch Export Standards. The current data standard set is selected by default, and you can select up to 20 sets. In the Batch Export Data Standards dialog box, filter the standards to export by status and template. View Data Standard Mappings: Click the icon in the Actions column and select View Data Standard Mappings to view mapping rules related to this data standard set. Configure Data Standard Mapping Rules: Click the icon in the Actions column and select Configure Data Standard Mapping Rules. You are redirected to the mapping rule configuration page with the current data standard set preselected. Clone: Click the icon in the Actions column and select Clone to quickly clone the data standard set. Delete: Click the icon in the Actions column and select Delete. You cannot delete a data standard set if it contains data standards.

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 leave this empty, the new directory is created at the root level.
- 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.
  Important
  - The 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. Once a data standard set or standard is created, the code cannot be modified. Fill in the code with care.
Edit: For a directory that contains a data standard set, you cannot modify the code. You can modify the parent directory and name.
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	The directory to which the data standard set belongs. The current directory is selected by default when you create a data standard set. You can change it. For more information, see Manage data standard set directories.
	Description	A description of the use cases for the data standard set, up to 512 characters.
	Default Standard Template	The default standard template for the data standard set, used when creating standards in the set. You can select a different template when creating a single standard. For more information about creating standard templates, see Create and manage standard templates.
Permission configuration	Owner	The user responsible for maintaining the data standard set, including editing its information and creating standards in it.
	Member	Members of the data standard set. Members can view the set information, create standards in the sets they have joined, and manage the standards they are responsible for. You can add members By User or By User Group. By User: Select users in the Normal state within the current tenant. By User Group: Select user groups in the Normal and Enabled state. Group members are automatically kept in sync. 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: Non-members can view only published standards (Online, To be effective, and Offline). Private: Visible only to data standard set members (owners and members). Data standard set members & specified users: You can select all members within the current tenant.
Approval configuration	Online Approval	If disabled, publishing a data standard takes effect immediately without generating an approval task. If enabled, you can choose 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 batch-publish multiple standards of the current standard template, they are merged into one approval request. The entire batch is approved or rejected. Split approval tasks: When you batch-publish standards of the current standard template, a separate approval request is generated for each standard. You can approve them individually. 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.
Approval configuration	Offline Approval	If disabled, unpublishing a data standard takes effect immediately without generating an approval task. If enabled, you can choose 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 batch-unpublish multiple standards of the current standard template, they are merged into one approval request. The entire batch is approved or rejected. Split approval tasks: When you batch-unpublish standards of the current standard template, a separate approval request is generated for each standard. You can approve them individually. 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.