You can view and maintain all masking tasks from the Assets list on the Explore page.
You can edit tasks, copy tasks, delete tasks, run tasks, estimate a data subset, and download XML mapping and validation reports. You can also edit permissions on a masking task.
Editing a masking task
You can edit a masking task if you want to make changes to the metadata.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Edit. You can also open the task and click the Edit button on the task view page.
You can edit the task information in the Edit Task window.
3Click Finish to save the changes.
Running a masking task manually
You can start a masking task manually to run it immediately.
1On the Explore page, navigate to the masking task.
2You can run a task manually in one of the following ways:
- In the row that contains the task, click Actions and select Run.
- 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.
Refreshing the metadata in a masking task
You can refresh the metadata in a masking task if the metadata of the objects changes in Salesforce or you make changes to the list of objects in the masking task.
You can choose to refresh the metadata without editing a task. You can also refresh the metadata from the create or update workflow of a masking task. Choose how you want to refresh the metadata based on the number of objects to refresh.
1On the Explore page, navigate to the masking task.
2You can refresh the metadata in one of the following ways:
- Refresh the metadata without editing the task. You can refresh the metadata without editing the task in one of the following ways:
▪ In the row that contains the masking task, click Actions and select Refresh Metadata.
▪ Open the masking task. In the task view page, click Actions and select Refresh Metadata.
The following image shows the Actions icon on the Explore page:
The following image shows the Refresh Metadata option available in the Actions menu:
You cannot refresh the metadata if an instance of the task is in progress. Wait for the task to finish and then refresh the metadata.
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.
- Edit or update the task to refresh the metadata.
Note: Use this option if you need to update a small number of objects.
1Open the masking task.
2Click Edit to open the task edit page.
3Click Target to open the Target page.
4Click Refresh Fields.
5Click Save and then click Finish.
Stopping a masking task
You can view the progress and status of a job on the My Jobs page. You can also view and manage jobs from the All Jobs or Running Jobs page in Monitor.
To stop a masking task that is currently running, click the Stop icon in the row that contains the job.
Resetting a masking task
Reset a failed masking task to ensure that the task starts from the first step when you restart the task.
Reset a failed task that includes a data filter and uses a different source and target. Tasks that do not include a data filter or use the same connection as the source and target do not require staging or subset computation.
1On the Explore page, navigate to the masking task.
2Open the masking task. In the task view page, click Actions and select Reset Task.
Configuring masking task permissions
You can configure permissions for a masking task. Set permissions for users or groups to read, create, update, delete, and run the masking task. You can also allow other users or groups to change permissions for the masking task.
By default, the user group defines the objects that a user can access.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Permissions.
The Task Permissions page opens with a list of users and groups that have permissions on the task.
3To remove users or groups, select the users or groups and click Remove and then click Save.
4To edit the level of permission assigned, select the user or group, change the permission level as required and click Save.
5To add users or groups, click Add.
6Choose the users or groups from the list of users or groups in the organization and click Add.
The users or groups are added to the list.
7Configure the required level of permission for each user or group and click Save.
Copying a masking task
You can copy a masking task to create another task with similar behavior.
When you copy a task, the masking task appends a number to the task name and creates a task name.
Note: When you copy a task with a schedule, the schedule is not copied.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Copy To.
3Choose the project or folder where you want to create a copy of the masking task and click Select.
You cannot create a copy of a task in the same location.
Renaming a masking task
You can rename a masking task.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Rename.
3In the Rename Asset window, enter a name for the masking task and click Save.
The name of the masking task is updated.
Deleting a masking task
You can delete a masking task at any time.
When you delete a task at run time, the masking task completes the task and then deletes it. You cannot retrieve a task after you delete it.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Delete.
3Click Delete to confirm that you want to delete the task.
Exporting a masking task
You can export a masking task. You can import the task into a different environment or use the information in an exported masking task to analyze errors.
If you export a masking task created before the April 2022 release, the exported task might not include the dictionary and storage connection information. When you import the task, the fields appear blank. To avoid the issue when you import the masking task into an environment with the April 2022 release or later, open and save the task before you export the task. The exported task then includes the dictionary and storage connection information and the fields appear in the imported task. The connections also appear on the Uses tab of the Show Dependencies page.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Export.
3Optional. Edit the job name if required.
4Click Export.
You can view and download the exported file from the My Import/Export Logs page. Click Export to view the export logs.
Downloading mapping XML
You can download a mapping XML file to view scope, control, and the workflows.
After you download the mapping XML, you can import the XML file into PowerCenter for debugging.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Download XML.
Downloading validation reports
You can view validation reports after you run a masking task.
A validation report contains mandatory relationships, fields, and field and relationship mismatch between source and target.
1On the Explore page, navigate to the masking task.
2In the row that contains the masking task, click Actions and select Download Validation Report.
