Configuring a masking task

1. 1Define the masking task.
2. 2Configure the source.
3. 3Configure the target.
4. 4Configure the data subset.
5. 5Define data masking rules.
6. 6Schedule the masking task.

• •Save. Saves the masking task and keeps it open.
• •Finish. Saves and closes the masking task.
• •Cancel. Closes the masking task and discards changes made after the last save.

Prerequisites

• •Use API version 32.0 and above to perform the masking task.
• •Set the EnableSalesForceStagingResponse flag to True in the runtime environment to improve batch processing.
• •If the user that runs the task doesn't have sufficient privileges on the target, disable triggers, validations, lookup filters, and workflow rules on the target object before you run the masking task.
If the user has the required privileges, you can disable rules and triggers from the advanced Salesforce options when you schedule the task. For information about advanced Salesforce options, see Masking Tasks with Salesforce in Salesforce Connector.
• •Ensure that the source is synchronized with the target.
• •Ensure that all the mandatory fields in the target are present in the source.
• •Align the user profiles, and check the user permissions and the visibility of the objects in the target.

Step 1. Define the masking task

1Open Data Integration and click New to open the New Asset window.
2Select Tasks > Masking Task.
3Click Create.
The new task window opens on the Definition page.
4Enter a masking task name and an optional description.
5Click Browse and select a project or folder location to store the task.
6Click Next.
The Source page opens.

Step 2. Configure the source

1On the Source page, select a connection from the list of connections.
The source must have a primary key.
2Optional. Choose to edit the connection or create another connection.
• - To edit a connection, select the connection and click View. In the View Connection dialog box, click Edit and edit the connection details in the Edit Connection dialog box. Test the connection to verify that the connection is valid.
• - To create another connection, click New. In the New Connection dialog box, enter the connection information. Test the connection to verify that the connection is valid.
3Choose a single source object or multiple source objects.
• - To select a single object from the list, click Single. Select a single source object from the list. You can preview the source object details in the Data Preview section.
• - To select many objects, click Multiple.
A list of source objects appears.
Note: Objects that you cannot update do not appear in the list of source objects. For example, you cannot update objects of type isSfIdLookup(), isCreateable(), isupdateable(), or isreferenced(). You cannot update objects with cyclic relationships. For example, you cannot update the User, Profile, Community, and Idea objects.
4If you choose multiple source objects, perform the following steps:
1. aClick Add.
The Select Source Object dialog box appears with a list of objects.
2. bSelect a source object and click Select.
3. cSelect the added object and click Add.
The Select Related Objects dialog box appears.
4. dSelect the related child, parent, or self-reference objects that you want to include in the source objects. The objects move to the list of selected objects.
5. eTo add the related objects, click Select.
You can view and download the schema graph in the DOT format to view the relationships between the related objects.
5Click Next.
The Target page opens.

Step 3. Configure the target

1On the Target page, you can choose to perform inplace masking or save the edited data to a different location.
• - To perform inplace masking, select Same as source. If you select the target same as the source, the Connection list is disabled. The Same as source check box is selected by default.
• - To save masked data to a different location, clear Same as source, and select a connection from the Connection list.
The target object or objects are the same as the source.
2Optional. You can choose to edit the connection or create another connection.
• - To edit a connection, select the connection and click View. In the View Connection dialog box, click Edit and edit the connection details in the Edit Connection dialog box. Test the connection to verify that the connection is valid.
• - To create another connection, click New. In the New Connection dialog box, enter the connection information. Test the connection to verify that the connection is valid.
3From the Task Operation list, select the operation that you want to perform.
On a partial sandbox, you can perform update, upsert, and insert operations. When you run an inplace masking task, you can perform an update operation. If the target is different from the source, you can perform insert and upsert operations.
4Select a target field that can link to target records. Select an existing external ID, custom field, or unique field from the list, or create another target field. To create another target field, click Create. To add the target field, click Create.
You can view the target field details and any errors or warnings. You can save the external IDs to perform another upsert operation.
5If you change the source object or connection properties, click Refresh Fields.
6If you want to validate the source and target fields, click Validation Reports.
7Click Next.
The Data Filters page opens.

Step 4. Configure the data subset

1On the Data Filters page, click New to create a data filter.
• - To create a simple data filter, select an object, a field to filter by, and an operator. Enter the value you want to use, and click OK.
• - To create an advanced data filter, click Advanced. Select an object. Select the field and create the filter expression. Click OK.
If you create simple data filters for the same object, the simple data filters for the object merge with the advanced filter. For more information about configuring advanced data filters, see Configuring advanced data filters
You can apply filters to a single object within a task.
Note: Fields that you cannot update do not appear in the filter. You cannot apply filters on the following field types: TEXTAREA (RICH), TEXTAREA (RICH), and TEXT ENCRYPTED.
2To configure child relationships, click Configure.
The Configure Relationship Behavior dialog box appears.
3Enable the child records that you want to include in the subset.
4Click Save.
Join Operation displays the number of join operations that are required to create the subset. You can view and download the schema graph in the DOT format to view the relationships between the objects.
5Optional. Click View to view the sequence in which a task with multiple objects selects objects to create the data subset.
6Click Next.
The Masking page opens.

Step 5. Define data masking rules

1On the Masking page, select a source object to view the fields.
The task lists the common fields and the missing mandatory fields.
2To view information about a field in the source object, click Status.
The field data type determines the masking rules that you can apply to it. Fields that you cannot mask do not display a masking rule list.
3To use a dictionary in a masking rule or to configure unique substitution masking, click Configure Connections and add the relational or flat file dictionary or storage connection to the task.
The Is Unique option does not appear if the task does not include a storage connection. You cannot choose a dictionary in a rule unless you add it to the masking task.
4To assign a rule to a common field, select the rule in the Masking Rule list.
If the rule you select requires additional parameters, a Configure button appears next to the rule.
5To configure the masking rule properties, click Configure.
Each masking rule can have different properties.
6Configure the masking rule properties and click Save.
When you select a mapplet rule, you must configure input and output fields of the mapplet.
7To assign the default masking rules to the fields, click Default Assignment. To clear the masking rules assignment, click Clear Assignment.
8To view and configure an expression for the mandatory fields that are missing in the source, click Missing Mandatory Fields.
9In the Actions column, click Configure Expression and enter an expression in the expression builder. Click OK.
10After you configure masking rules for all fields, click Next.
The Schedule page opens.

Step 6. Schedule the masking task

Running the masking task immediately

1Click Explore to open the Explore page.
2Choose to browse by projects or assets from the Explore list.
Select Assets to view a list of all assets. Select Projects to view a list of all projects. You can then select a project to view the assets in the project.
3You can run a task manually in one of the following ways:
• - Select the masking task that you want to run. Click the Actions icon and click Run.
• - Click to open the masking task that you want to run. In the task page, click Run.
You can view the progress and status of the job on the My Jobs page. You can also view and manage jobs from the All Jobs or Running Jobs page in Monitor.

Scheduling the masking task

1On the Schedule page, choose whether to run the masking task on a schedule or run manually without any schedule.
2If you choose to run the task on a schedule, choose a schedule from the list or click New to create a new schedule.
3To run the masking task, select the runtime environment that contains the Secure Agent to run the task.
Note: You cannot use a cloud runtime environment to run a masking task.
4Optionally, if the task runs in a serverless runtime environment, configure serverless usage properties.
5If you selected multiple source objects, configure the data subset options. Select a staging connection that runs the data subset operation. Configure the staging connection and start the staging database service.
6Optionally, select Drop Staging Tables to drop the staging tables even if there are error rows in the task.
7Select an email notification option.
8Optionally, configure the advanced options.
9Optionally, configure the advanced Salesforce options if the API version is 32.0 and higher.
10Click Save to save and keep the task open, or click Finish to save and close the task.