Menu settings

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Customize menus and rearrange their order in Dataphin to suit your needs.

Permissions

  • Super administrators, system administrators, and users with a custom global role that includes the System Settings - Manage Style Configuration permission can configure custom menus.

  • Super administrators, system administrators, and users with a custom global role that includes the System Settings - View permission can view custom menus.

Menu hierarchy

Dataphin menus have a three-level hierarchy: menu group > first-level menu > second-level menu. A menu group can contain multiple first-level menus, and a first-level menu can contain multiple second-level menus.

For example, Data Development is a menu group, Dev is a first-level menu, and Data Integration and Data Development are second-level menus.image

Default order of system menus

  1. Intelligent Workbench

    1. Super X: X-Data Engineering, X-Analysis, X-Data Standard, X-Data Security, Intelligent Application Management, Corporate Knowledge Base.

  2. Data Development

    1. Dev: Data integration, Data development, Task publishing, Task O&M.

    2. Tags: Asset Marketplace, Tag Workbench, Tag Application, Event Center.

  3. Asset Governance

    1. Governance: Asset inventory, Data standard, Data quality, Data security, Resource governance, Metadata.

    2. Assets: Smart D, Asset Panorama, Asset catalog, Standard List, Asset consumption, Catalog Management, Intelligent Q&A.

  4. Asset Analytics and Applications

    1. Analysis: SQL query, Notebook, Manual table.

    2. Services: API marketplace, Application management, Application O&M, API call, API development, API O&M, Service Management.

  5. More

    1. Plan: Data architecture, Tag Architecture, Public definition, Attribute management, Project, Cluster management, Compute source.

    2. Management Center: Member management, Permission management, Data source management, System Settings, Specification settings, Cross-tenant publishing.

    3. My: Personal Center, Personal Data Center, Alert Center, Message Center, Task Center.

Create a menu group

  1. On the Dataphin homepage, in the top navigation bar, choose Management Center > System Settings.

  2. In the navigation pane on the left, choose Tenant Settings > Style Configuration.

  3. On the Style Configuration page, click the Menu Settings tab.

  4. On the Menu Settings page, click the image icon in the Menu Group list to open the Create Menu Group dialog box.

  5. In the Create Menu Group dialog box, configure the following parameters.

    Parameter

    Description

    Menu group name

    Enter a name for the menu group. The name can be up to 128 characters long.

    Menu group name - English (Optional)

    Enter an English name for the menu group. The name can be up to 128 characters long.

    Displayed when the Dataphin interface language is set to English. If left empty, the menu group name is used.

    Menu group name - Traditional Chinese (Optional)

    Enter a Traditional Chinese name for the menu group. The name can be up to 128 characters long.

    Displayed when the Dataphin interface language is set to Traditional Chinese. If left empty, the menu group name is used.

    Menu group icon

    Upload an icon for the menu group. The image must be in PNG or JPG format and cannot exceed 100 KB in size.

  6. After you configure the parameters, click OK.

  7. (Optional) At the bottom of the page, click Preview to open the Preview Global Navigation dialog box and preview your new menu configuration. If it looks correct, click OK at the bottom of the page to save your changes.

Create a first-level or second-level menu

  1. On the Dataphin homepage, in the top navigation bar, choose Management Center > System Settings.

  2. In the navigation pane on the left, choose Tenant Settings > Style Configuration.

  3. On the Style Configuration page, click the Menu Settings tab.

  4. On the Menu Settings page, click +Add First-level Menu or +Add Second-level Menu.

    For example, to add a first-level menu to the Data Development menu group, click +Add First-level Menu in the Data Development menu group section. To add a second-level menu under the Dev first-level menu, click +Add Second-level Menu in the Dev first-level menu section.

    Note

    You cannot add second-level menus under the Analysis or Plan first-level menus.

  5. In the Create First-level Menu or Create Second-level Menu dialog box, configure the following parameters.

    Parameter

    Description

    First-level/Second-level menu name

    Enter a name for the menu. The name can be up to 128 characters long.

    First-level/Second-level menu name - English (Optional)

    Enter an English name for the menu. The name can be up to 128 characters long.

    Displayed when the Dataphin interface language is set to English. If left empty, the primary language name is used.

    First-level/Second-level menu name - Traditional Chinese (Optional)

    Enter a Traditional Chinese name for the menu. The name can be up to 128 characters long.

    Displayed when the Dataphin interface language is set to Traditional Chinese. If left empty, the primary language name is used.

    Menu link URL

    Enter the URL for the menu link. The URL must begin with https or http and be no longer than 10,000 characters.

    Display top navigation (Optional)

    Displays the system navigation bar at the top of the embedded page for this menu. Disabled by default.

  6. After you configure the parameters, click OK.

  7. (Optional) At the bottom of the page, click Preview to open the Preview Global Navigation dialog box and preview your new menu configuration. If it looks correct, click OK at the bottom of the page to save your changes.

Manage menus

Note

You cannot edit, delete, or reorder system menus.

Actions

Description

Edit a custom menu

Click the image icon next to a custom menu or menu group to edit it. For parameter details, see and .

Delete a custom menu

Click the image icon next to a custom menu or menu group, and then click OK in the confirmation dialog box.

Important

When you delete a menu group, all first-level and second-level menus within that group are also deleted. When you delete a first-level menu, all second-level menus under it are also deleted.

Reorder custom menus

  • Reorder menu groups

    Drag a custom menu group by its image icon to move it within the menu group list.

  • Reorder first-level menus

    Drag a custom first-level menu by its image icon to reorder it among other first-level menus within the same menu group.

  • Reorder second-level menus

    Drag a custom second-level menu by its image icon to reorder it among other second-level menus under the same first-level menu.

    Note

    You cannot drag a custom second-level menu from one first-level menu to another.

Restore default settings

Click Restore Default Settings on the Menu Settings page to delete all custom menus and menu groups and restore the default menu configuration and order. For the default order of system menus, see .