Data Management (DMS) lets you control how data tracking tickets are reviewed and approved by configuring security rules. This page explains the checkpoints, factors, and actions available for data tracking, and walks you through two tasks: modifying the default approval template and creating a custom security rule.
Checkpoints, factors, and actions
Checkpoints
A checkpoint is a validation gate that DMS evaluates when a data tracking ticket is submitted. The following checkpoints are available for data tracking:
| Checkpoint | Purpose | Default behavior |
|---|---|---|
| Basic Configuration Item | Sets the default approval template for data tracking tickets | Used when no approval process is configured in Approval Rule Validation |
| Approval Rule Validation | Evaluates custom security rules against the submitted ticket | If a rule matches, DMS applies the corresponding action |
Factors
A factor is a predefined variable that DMS exposes for use in security rule conditions. Factor names follow the format @fac.<display-name>. The following factor is available for data tracking:
| Factor | Description |
|---|---|
@fac.log_size | Size of the logs to be queried in the data tracking task, in MB |
A large @fac.log_size value means the tracking process consumes significant bandwidth on the database server, which can affect online business. Use this factor in rules to block or escalate high-volume tracking requests.
Actions
An action defines what DMS does when a rule condition is met. Action names follow the format @act.<display-name>. The following actions are available for data tracking:
| Action | Description |
|---|---|
@act.forbid_submit_order | Blocks ticket submission. Format: @act.forbid_submit_order 'Reason' |
@act.do_not_approve | Specifies the approval template by ID. See Configure approval processes |
@act.choose_approve_template | |
@act.choose_approve_template_with_reason |
Security rule templates
DMS provides predefined templates to help you get started quickly. The following template is available for data tracking:
| Checkpoint | Template |
|---|---|
| Approval Rule Validation | Data tracking approval process |
Modify the default approval template
The default approval template applies to all data tracking tickets that do not match any custom security rule. Change this template to adjust the baseline approval process.
Log on to the DMS console V5.0.
Move the pointer over the
icon in the upper-left corner, then choose All functions > Security and Specifications > Security Rules.In normal mode, choose Security and Specifications > Security Rules in the top navigation bar.
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Move the pointer over the
icon in the upper-left corner and choose . NoteIf you use the DMS console in normal mode, choose in the top navigation bar.
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Move the pointer over the
icon in the upper-left corner and choose . NoteIf you use the DMS console in normal mode, choose in the top navigation bar.
On the Security Rules tab, find the target rule set and click Edit in the Actions column.
In the left-side navigation pane of the Details page, choose Database Development > Data Tracking.
On the Data Tracking tab, click Basic Configuration Item.
Find Data Tracking Default Approval Template and click Edit in the Actions column.
In the Change Configuration Item dialog box, click Switch Approval Template.
Find the target template and click Select in the Actions column.
You can also click Reset to Free of Approval to skip the approval for tickets.
Click Submit.
Create a security rule
Create a custom security rule to control ticket submission behavior based on conditions such as log size. Rules are evaluated under the Approval Rule Validation checkpoint.
Log on to the DMS console V5.0.
Move the pointer over the
icon in the upper-left corner, then choose All functions > Security and Specifications > Security Rules.In normal mode, choose Security and Specifications > Security Rules in the top navigation bar.
On the Security Rules tab, find the target rule set and click Edit in the Actions column.
In the left-side navigation pane of the Details page, choose Database Development > Data Tracking.
On the Data Tracking tab, click Create Rule.
In the Create Rule - Data Tracking dialog box, configure the following parameters:
Parameter Required Description Checkpoints Yes The checkpoint under which the rule applies. Select Approval Rule Validation Template Database No A predefined template to start from. After selecting a checkpoint, click Load from Template Database to browse available templates Rule Name Yes A name for the rule. Auto-filled when loading from a template Rule DSL Yes The DSL condition and action for the rule. Defines when the rule triggers and what DMS does. Auto-filled when loading from a template. See DSL syntax for security rules Click Submit.
The new rule is in Disabled state by default. Click Enable in the Actions column.
In the dialog box, click OK.
What's next
To learn how to define multi-stage approval processes and assign approvers, see Configure approval processes.
To explore the full DSL syntax for writing rule conditions and actions, see DSL syntax for security rules.