1. Data Management
  2. Data Quality Studio
  3. Set up data quality policies

Manage data quality policy changes

With data quality policy change management, you can manage changes on your data quality policies and all related components. This includes all data quality policy details and components, like configurable lookups, web service configurations, data patterns, or duplicate checks.

Activate data quality policy change management in the Data quality studio parameters.

Changes to data quality policy details and related components are stored by data quality policy change set. Each data quality policy change set is stored as a file in the file storage folder as defined in the Data quality studio parameters.

You can use data quality policy change management to synchronize data quality policies between several D365 F&SCM environments. For change management, the file storage folder, as defined in the Data quality studio parameters, must be the same for all environments between which data quality policy change sets must be synchronized. So, the change set files are stored centrally and can be accessed by all applicable environments.
In Data Quality Studio, if change management is active, you:
  • Manage changes on data quality policy level only, including all data quality policy components and settings.
  • Must check out a data quality policy to make changes to the data quality policy or its components.
  • Must check in a data quality policy to make changes generally available for other environments.
  • Can restore a data quality policy change set or get the latest data quality policy change set.
This picture shows an example of a typical environment setup. For each environment, data quality policy change management is active, using the same Azure Storage Account and folder to store data quality policy change set files. In this case, the data quality policy is checked out on the Development environment, changes are made, and the data quality policy is checked in. Because the changes are required in the Acceptance environment, Get latest is done here.
You can use data quality policy change management, for example, for these scenarios:
  • Data quality policy changes: A change to a data quality policy component in an environment can be easily applied to other environments.
  • Issue solving: During testing, you can find and solve an issue in a data quality policy component in one environment. The solution to the issue can be easily applied to other environments.
  • Updates in the test environment: In a test environment, data quality policy components are often changed. Using data quality policy change sets, you make sure that changes are saved, and you can always restore a previous data quality policy change set.

Note:

Data quality policy versions and data quality policy change sets are separate but related entities.

A version represents a specific state of a data quality policy. A change set tracks and applies changes made to that policy.

For example:

To activate a specific data quality policy version:

  1. Check out the data quality policy.
  2. Activate the desired version.
  3. Check in the data quality policy to apply the active version through a change set.

The change set records the version activation as part of the data quality policy’s tracked changes.


Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start Is the data quality  policy added to  change management? Is the data quality  policy added to  change management? Add data quality policy to change management Add data quality policy to change management If change management is activated in the Data quality studio parameters, you can add data quality policies to change management. So, change management is only applicable to the data quality policies that you added to change management.If you add a data quality policy to change management, it is automatically checked out to make changes. To add the current data quality policy setup to change management as the first data quality policy change set, check in the data quality policy. As a result, a change  set file is created and added to the folder as defined in the Data quality studio parameters. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Add to. 5. Click Check in. 6. In the Note field, type a value and press Tab. 7. Click OK. Check out data quality policy Check out data quality policy If change management is active, you must check out a data quality policy to make changes to the data quality policy or its components.You check out a data quality policy in an environment. Each user in this environment can make changes to the checked-out data quality policy. If a data quality policy is checked out, it cannot be checked out in another environment.You can only check out the latest data quality policy change set. If you check out a data quality policy and the current change set is not the latest change set, you can choose to first get the latest change set. If you do not get the latest change set, the data quality policy is not checked out. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Check out. 5. Click OK. 6. Close the page. Change data quality policy or related components Change data quality policy or related components If a data quality policy is checked out, you can make the required changes to the data quality policy or to the related components.You can, for example, edit a validation rule or an enrichment rule, or activate the data quality policy version. Save changes? Save changes? Check in data quality policy Check in data quality policy If change management is active and a data quality policy is checked out to make changes, check in the data quality policy to make the changes generally available for other environments.As a result, the changes to the data quality policy and related components are stored as a new data quality policy change set. The data quality policy change set is stored as a file in the file storage folder as defined in the Data quality studio parameters. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Check in. 5. Always enter a description of the new data quality policy change set. For example, you can list the changes made. 6. Press Tab and click OK. 7. Close the page. Undo data quality policy changes Undo data quality policy changes If the current environment does not have the most recent data quality policy change set, you can get the latest one. This replaces the current change set in the environment with the latest one.If you have checked out a data quality policy and made changes, you can undo these changes by selecting Get latest. This also undoes the check-out of the data quality policy. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Get latest. 5. Click OK. 6. Click Yes. 7. Close the page. Get latest data quality policy change set Get latest data quality policy change set If the current environment does not have the most recent data quality policy change set, you can get the latest one. This replaces the current change set in the environment with the latest one.If you have checked out a data quality policy and made changes, you can undo these changes by selecting Get latest. This also undoes the check-out of the data quality policy. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Get latest. 5. Click OK. 6. Click Yes. 7. Close the page. Manage data quality policy changes - Advanced

Manage data quality policy changes - Advanced

Data quality policy change management offers several advanced options. For example, to solve issues related to data quality policy change sets.

 End End No Yes Yes No

Activities

Name Responsible Description

Add data quality policy to change management

Data quality administrator

If change management is activated in the Data quality studio parameters, you can add data quality policies to change management. So, change management is only applicable to the data quality policies that you added to change management.

If you add a data quality policy to change management, it is automatically checked out to make changes. To add the current data quality policy setup to change management as the first data quality policy change set, check in the data quality policy. As a result, a change  set file is created and added to the folder as defined in the Data quality studio parameters.

Check out data quality policy

Data quality administrator

If change management is active, you must check out a data quality policy to make changes to the data quality policy or its components.

You check out a data quality policy in an environment. Each user in this environment can make changes to the checked-out data quality policy. If a data quality policy is checked out, it cannot be checked out in another environment.
You can only check out the latest data quality policy change set. If you check out a data quality policy and the current change set is not the latest change set, you can choose to first get the latest change set. If you do not get the latest change set, the data quality policy is not checked out.

Change data quality policy or related components

Data quality administrator

If a data quality policy is checked out, you can make the required changes to the data quality policy or to the related components.

You can, for example, edit a validation rule or an enrichment rule, or activate the data quality policy version.

Check in data quality policy

Data quality administrator

If change management is active and a data quality policy is checked out to make changes, check in the data quality policy to make the changes generally available for other environments.

As a result, the changes to the data quality policy and related components are stored as a new data quality policy change set. The data quality policy change set is stored as a file in the file storage folder as defined in the Data quality studio parameters.

Undo data quality policy changes

Data quality administrator

If the current environment does not have the most recent data quality policy change set, you can get the latest one. This replaces the current change set in the environment with the latest one.

If you have checked out a data quality policy and made changes, you can undo these changes by selecting Get latest. This also undoes the check-out of the data quality policy.

Get latest data quality policy change set

Data quality administrator

If the current environment does not have the most recent data quality policy change set, you can get the latest one. This replaces the current change set in the environment with the latest one.

If you have checked out a data quality policy and made changes, you can undo these changes by selecting Get latest. This also undoes the check-out of the data quality policy.

Manage data quality policy changes - Advanced

Data quality administrator

Data quality policy change management offers several advanced options. For example, to solve issues related to data quality policy change sets.

Manage data quality policy changes - Advanced

Monitor data quality policy changes

See also

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