effective mapping management

Permissions

• Super administrators, data standard administrators, and standard owners in mapping relationships can invalidate confirmed mappings, unmap relationships, configure quality monitoring rules, and add new mappings.

• Super administrators and data standard administrators can configure compliance assessment tasks for all manually added mapping relationships. They can also view the operational logs of these assessment tasks.

Access Effective Mappings

1. On the Dataphin homepage, select Governance > Standard in the top menu bar.

2. In the navigation pane on the left, select Compliance Assessment > Mapping. On the Mapping page, click the Effective Mapping tab.

View Effective Mappings

The effective mapping list displays mapping relationships between data standards and asset objects. These relationships are either automatically generated based on configured data standard mapping rules or manually added. You can view effective mappings from two perspectives: Summarized by Asset and Expand All.

Effective Mapping Details List

You can view mapping details by asset summary.

Add a mapping

1. On the Effective Mapping tab, click the Add Mapping button in the upper-right corner.

2. In the Add Mapping dialog box, configure the parameters.

   Parameter	Description
   Data Standard	Select the data standard to map the asset object to. You can select only active standards for which you have management permissions.
   Object type	Select Column or Metric. Column: Includes all columns from Dataphin data tables. Metric: Includes derived metrics, extended metrics, and registered metrics from logical aggregate tables.
   Data table	Select a data table based on the object type. Click the Filter icon to filter data tables by business category, project, or table type. If the object type is Column, table owners can select all data tables for which they have permissions. Project administrators can select physical tables, logical dimension tables, logical fact tables, physical views, materialized views, and logical views within their projects. If the object type is Metric, you can select only logical aggregate tables. Super administrators and standard administrators can select all assets.
   Column/Metric	Select the asset object based on the object type. Column: Select the column from the data table to map to the data standard. Metric: Select the metric from the data table to map to the data standard. Only metric owners can select metrics for which they have permissions.

3. Click OK. Dataphin validates the asset permissions for the new mapping and checks whether the mapping is invalid.

   • If the validation is successful, the mapping is added.

   • If the validation fails, view the reason in the Mapping Addition Result dialog box.

     If the mapping already exists in the invalid mappings list, select Skip or Change to Valid Mapping.

Manage Valid Mappings

You can perform different operations on assets or objects from two perspectives: Asset Summary View and Fully Expanded View. For details, see the table below.

Configure quality monitoring

In the Summarized by Asset view, you can configure quality monitoring rules for all objects—such as fields—that have mapping relationships with an asset—such as a data table. Configure rules in batches by asset to work efficiently and save time.

In the Expand All view, focus on a single asset object. Then reference all valid mapping relationships for that object to generate quality monitoring rules based on associated data standards.

Both views use the same configuration method. The only difference is the scope of available monitoring rules to reference. The following steps use the asset-level granularity as an example.

1. Click the Configure quality monitoring icon in the Actions column to open the Configure quality monitoring panel.

2. In the Configure quality monitoring dialog box, reference Data Standard Monitoring. You also see quality monitoring rules already configured for this asset in other modules, for reference.

   • Data Standard Monitoring

     1. On the Data Standard Monitoring tab, click Create Data Standard Monitoring.

        

     2. In the Create Data Standard Monitoring dialog box, select the data standard monitoring rules to reference.

     3. Click Confirm Addition to create the monitoring rule for the referenced data standard.

        In the Data Standard Monitoring list, you can schedule monitoring rules, enable or disable them, view them, edit them—including name, strength, and description—and delete them.

        Note

        • After referencing a rule, you cannot change its details. You can still schedule it or adjust its strength.

        • You can filter standard rules by the Validity, Uniqueness, Completeness, or Stability rule templates. Or search by rule name.

        • In the reference dialog box, you can set the scheduling method, rename the rule, adjust its strength, and enable or disable it. You can also click the standard code under the associated standard to view standard details.

        • Click the icon in the Actions column to view a quality rule.

        • Editable fields vary depending on which feature generated the quality rule. For details, see Quality rule editing guidelines.

   • Other quality rules

     The Other quality rules list shows quality rules configured for this asset outside this page. This helps avoid duplicate monitoring rules that waste resources or cause conflicts.

     1. In the Configure quality monitoring dialog box, select Other quality rules.

        

     2. On the Other quality rules tab, click Go to Quality Monitoring.

        You go to the rule details page for this asset in Asset Quality. To create a new quality rule, see Create a Dataphin table quality rule.

        In the Other quality rules list, you can schedule and view monitoring rules.

Configure Off-Standard Assessment

Configuring Off-Standard Assessment runs scheduled off-standard assessments on manually added valid mapping relationships. It also generates assessment details. In addition, when an off-standard assessment task runs, it updates the execution results of quality monitoring rules configured in the Data Standard module.

1. On the Mapping Relationships List page, click Assessment Configuration in the upper-right corner to open the Edit Off-Standard Assessment Configuration dialog box.

2. In the Edit Off-Standard Assessment Configuration dialog box, configure the parameters.

   Parameter	Description
   Scheduled Assessment	When enabled, valid mapping relationships that you add manually undergo off-standard assessment at the scheduled time. When disabled, no off-standard assessment runs.
   Assessment Time	Performs periodic selection evaluations at the configured time, which can be set to Daily, Weekly, or Monthly.

3. Click OK to complete the off-standard assessment configuration.

View Bid Evaluation Run Records

1. On the effective mapping list page, click the drop-down arrow icon after the bid evaluation configuration. Then, click Bid Evaluation Run Records to access the Bid Evaluation Records - Manual Mapping dialog box.

2. In the Bid Evaluation Records - Manual Mapping dialog box, view the manual mapping bid evaluation run records. These records include the ordinal number, start time, end time, and execution task status. Also, click the View icon under the Actions column to view the operational logs for manual mapping bid evaluation.