Create and manage application systems

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Application systems can serve as data sources for metadata collection. This topic describes how to create and manage application systems.

Prerequisites

  • To use DataWorks application systems to collect metadata, you must purchase the Metadata Collection - Big Data Storage value-added service.

  • Only standalone deployments of Quick BI V5.5.1 or later are supported.

Limitations

  • You can create a maximum of 100 application systems.

  • If the system type is DataWorks and the collection source is MaxCompute, you can collect metadata only from the projects configured for that data source.

Permissions

Super administrators and system administrators can create and manage application systems.

Create an application system

  1. In the top menu bar of the Dataphin homepage, choose Management Center > Data Source Management.

  2. In the left-side navigation pane, choose Application System > Application System. On the Application System page, click Create Application System.

  3. In the Create Application System dialog box, configure the parameters.

    Quick BI

    Parameter

    Description

    Basic information

    System type

    Select the Quick BI application system.

    Deployment environment

    Only standalone Quick BI deployments are supported.

    System name

    The system name defaults to the selected system type, but you can change it. The name can be up to 64 characters long and must be globally unique.

    System contact

    Enter the contact person for the application system. The value can contain up to 256 characters.

    This information helps you contact the person for details such as the access address, endpoint, AccessKey ID, and AccessKey Secret.

    System description

    Enter a description for the application system, such as its use cases. The description can contain up to 1,024 characters.

    Connection configuration

    Access address

    Enter the access address of the application system. The URL must start with http or https and can contain up to 512 characters.

    AccessKey ID/AccessKey Secret

    Enter the AccessKey ID and AccessKey Secret for the Organization Identifier. Each value can contain up to 128 characters. Asterisks (*) are not allowed in the secret.

    You can obtain these credentials in Quick BI. Go to Open Platform > Console>Access Control>Organization Identifier, as shown in the following figure.

    image

    DataWorks

    Parameter

    Description

    Basic information

    System type

    Select the DataWorks application system.

    Deployment environment

    Only the DataWorks public cloud environment is supported.

    System name

    The system name defaults to the selected system type, but you can change it. The name can be up to 64 characters long and must be globally unique.

    System contact

    Enter the contact person for the application system. The value can contain up to 256 characters.

    This information helps you contact the person for details such as the access address, endpoint, AccessKey ID, and AccessKey Secret.

    System description

    Enter a description for the application system, such as its use cases. The description can contain up to 1,024 characters.

    Connection configuration

    Endpoint

    Enter the endpoint for the application system in the format [product_code].[region_id].aliyuncs.com. You can select an endpoint based on the region where your DataWorks instance is deployed. For more information, see Endpoint.

    Authentication method

    You can access the target source by using a RAM role proxy or AccessKey authentication.

    • RAM role proxy: Dataphin uses the Security Token Service (STS) temporary credential mechanism to grant the service-linked role the required permissions to access the target source, which provides enhanced security.

      service-linked role: The system provides the AliyunServiceRoleForDataphinOnCs service-linked role and grants it permissions for DataWorks metadata collection. This role is used only to collect metadata from the DataWorks instance, such as workspace lists, data source lists, table lists, and table details. For more information about the permissions, see Dataphin service-linked roles.

    • AccessKey authentication: Enter the AccessKey ID/AccessKey Secret that you obtained from the Alibaba Cloud console. These keys are used to call the OpenAPI required for DataWorks metadata collection. You can go to the DataWorks official website and click User Center > AccessKey in the upper-right corner to obtain the AccessKey ID/AccessKey Secret.

  4. Click OK to create the application system.

Manage application systems

  1. On the Application System page, the application systems you create are displayed as cards. You can view the name, description, type, contact, access address, and update time of an application system.

  2. You can search for an application system by its name.

  3. You can perform the following operations on an application system:

    • Edit: Modify the configured information. If you change the account integration method, you can view the analysis tasks that are associated with the new account system.

    • Delete: You cannot delete an application system if it has associated collection tasks. You must first delete these tasks before deleting the application system. If you recreate the system, its previous analysis tasks are restored.

    • Test: Click Test to verify that the domain name is accessible and the AccessKey ID/AccessKey Secret are valid.

Next steps

When you create a collection task, you can select an application system as the data source. For more information about the configuration, see Create and manage metadata collection tasks.