Designing Processes

Creating a Process

Design a process that consists of three to seven levels. For details about how to change the process levels, see Process Levels.

1. On the DataArts Studio console, locate an instance and click Access. On the displayed page, locate a workspace and click DataArts Architecture.
   Figure 1 DataArts Architecture
   

2. Choose Data Survey > Processes in the left navigation bar. Click to create a process. When creating a process for the first time, perform the operation under the root node.
   Figure 2 Process design
   
3. In the dialog box displayed, set the parameters and click OK.
   Figure 3 Creating a process
   

   Table 1 Parameters for creating a process

   Parameter	Description
   Process	Process name. Only letters, numbers, and underscores (_) are allowed.
   Owner	Process owner. You can enter the name of an owner or select an existing owner.
   Parent Process	Parent process of the process
   Description	A description of the process.

4. Repeat the preceding steps in sequence to create more processes or subprocesses. Generally, you must design processes from L1 to L3. The first layer is identified as L1, the second layer as L2, and the third layer as L3.

   The following figure shows an example.

   Figure 4 Process design example
   

Exporting a Process

You can export the processes that have been created in DataArts Architecture to files.

1. On the DataArts Architecture page, choose Data Survey > Processes in the left navigation pane.
2. Click Export above the process list. After a few seconds, a message is displayed in the upper right corner of the page, indicating that the process is exported. You can view the export process.
   

   A subject or process has a hierarchy. You can export only data of all levels.

Importing a Process

1. On the DataArts Architecture page, choose Data Survey > Processes in the left navigation pane.
2. Click Import above the process list.
3. In the dialog box displayed, set Update Existing Data, click Select File, and click Upload.
   Figure 5 Importing a process
   

   Table 2 Parameters for importing a process

   Parameter	Description
   Update Existing Data	Whether to update the existing processes of DataArts Architecture. The options are as follows: No: If you select this option, the existing process will not be updated. Yes: If you select this option, the existing process will be updated. During the import, only process creation and update are allowed.
   Upload File	Select the file to import. You can use either of the following methods to obtain the file to import: Downloading the process template and fill in it On the Import tab page, click Process Template to download the template, set related parameters in the template based on service requirements, save the settings, and upload the file. See Table 3 for template parameter details. Exporting a process You can export the processes created in DataArts Architecture of a DataArts Studio instance to an Excel file. Then, import the Excel file. For details, see Exporting a Process.

   Table 3 describes the parameters in the downloaded template. Parameters whose names start with an asterisk (*) are mandatory, and parameters whose names do not start with an asterisk (*) are optional. One record is required for one process.

   Table 3 Parameters in the process import template

   Parameter	Description
   Process	If it is a level 1 process, this field can be left blank. If it is not, this field is mandatory. If there are multiple processes, separate them with slashes (/), for example, Integrated Product Development/Development Lifecycle.
   *Name	Process name.
   *Owner	Process owner. You can enter the name of an owner or select an existing owner.
   Description	A description of the process.

4. The import result is displayed on the Last Import tab page in the Import Process dialog box. If the import is successful, click Close. If the import fails, you can view the failure cause, correct the template file, and upload it again.

Deleting a Process

You can delete the processes that are no longer used. Deleted processes cannot be recovered. Exercise caution when performing this operation. If a process has subdirectories or subprocesses, you must delete the subdirectories or subprocesses first.

1. On the DataArts Architecture page, choose Data Survey > Processes in the left navigation pane.
2. In the process list, select the target process and click Delete above the process list.
3. In the Delete Process dialog box displayed, confirm the process information and click Yes.