Data Management:Configure approval processes

Concepts

• approval node

  • Each approval node represents a stage of an approval process. You can specify one or more users as approvers for an approval node.

    Note

    If one of the approvers gives approval, the ticket is submitted to the next approval node.

  • DMS provides four default approval nodes that are described in the following table.

    Approval node	Description
    Admin	A DMS administrator gives approval. Note For more information about how to specify a user as a DMS administrator, see Modify a user.
    DBA	The DBA of the resource on which you operate gives approval. Note To specify the DBA of a database instance, perform the following steps: In the top navigation bar of the DMS console, choose Data Assets > Instances. On the page that appears, find the database instance, move the pointer over More in the Actions column, and then select Edit. In the Edit dialog box, click Advanced Information.
    DBA Roles	A DBA role in DMS gives approval, including the DBA of the resource on which you operate. Note For more information about how to specify a user as a DBA, see Modify a user.
    Owner	The owner of the resource on which you operate gives approval. Note For more information about how to apply for the owner permissions on a database or a database instance, see Manage permissions.

  • In addition to the default approval nodes that DMS provides, you can add, modify, and delete custom approval nodes. For more information, see Create an approval node.

  • Each approval node has a unique node ID.

• approval template

  • An approval template consists of one or more approval nodes.

  • In addition to the default approval templates that DMS provides, you can add, modify, and delete custom approval templates. For more information, see Create an approval node.

  • Each approval template has a unique template ID. For example, the approval template whose ID is 851 consists of the approval nodes whose IDs are 512 and 511.

  • When you configure a security rule, you can use the ID of an approval template to configure an approval process.

• approval priority

  For each type of ticket, you can configure approval processes for both the basic configuration items and checkpoints.

  Note

  If you have configured approval processes for both the basic configuration items and checkpoints in DMS, the approval processes for the checkpoints prevail. The approval processes for the basic configuration items apply only when no approval processes are configured for the checkpoints.

• approval-free template

  DMS provides an approval-free template. The ID of this template is -1. To implement an approval-free process, you can also use the actions that are described in the following table when you configure security rules. For more information about actions, see DSL syntax for security rules.

  Action	Description
  @act.do_not_approve	Requires no approval.
  @act.choose_approve_template -1	Uses the approval-free template whose ID is -1.
  @ act.choose_approve_template_with_reason -1 "Approval-free"	Uses the approval-free template whose ID is -1 and returns the "Approval-free" message in the corresponding process.

Step 1: Create an approval node

1. Log on to the DMS console V5.0.

2. Move the pointer over the icon in the upper-left corner and choose All functions > Security and Specifications > Approval Processes.

   Note

   If you use the DMS console in normal mode, choose Security and Specifications > Approval Processes in the top navigation bar.

3. Click the Approval Node tab in the left-side pane.

4. Click Create Approval Node.

5. Set the parameters that are described in the following table.

   Parameter	Description
   Node Name	The name of the approval node.
   Remarks	The description of the approval node.
   Approver	The one or more users that you want to specify as approvers for the approval node. If one of the approvers gives the approval, the ticket is submitted to the next approval node.

6. Click Submit.

Step 2: Create an approval template

1. Log on to the DMS console V5.0.

2. In the top navigation bar, choose Security and Specifications > Approval Processes.

   Note

   If you use the DMS console in simple mode, move the pointer over the icon in the upper-left corner of the DMS console and choose All functions > Security and Specifications > Approval Processes.

3. Click the Approval Template tab in the left-side pane.

4. Click Create Approval Template.

5. Set the parameters that are described in the following table.

   Parameter	Description
   Template Name	The name of the approval template.
   Remarks	The description of the approval template.
   Approval node	Click Add Node to add one or more approval nodes to the approval template. You must add the approval nodes in ascending order. For example, the approval nodes whose sequence numbers are 0 and 1 are the first and second approval nodes.

6. Click Submit.

Next step

Apply the approval template to a security rule that is configured for database instances in Security Collaboration mode. For more information, see the "Apply the approval template to a security rule" section of Customize approval processes.

Approval methods

DMS provides the following approval operations:

• Approval: Approve the ticket and send the ticket to the next step.

• Rejection: Reject the ticket and end the approval process.

• Revocation: Revoke the tickets pending approval.

• Transfer: Transfer the approval ticket to others.

• A new approval node can be added before the current approval node.

• A new approval node can be added after the current approval node.