User Guide > Data Masking > Standard Masking Rules
  

Standard Masking Rules

A standard masking rule is a data masking rule that applies a built-in masking technique. A standard masking rule has one input column and one output column.
When you create a standard masking rule, you select the masking technique from a list. You can define one masking technique in a standard masking rule and you can apply the rule to one column.
Test Data Manager has masking techniques that you can select to create masking rules. You can use standard masking techniques based on the source datatype and masking type that you configure for a column. You can restrict the characters in a string to replace and the characters to apply in the mask. When you mask numbers and dates, you can provide a range of numbers for the masked data. You can configure a range that is a fixed or percentage variance from the original number.

Creating a Standard Masking Rule

Create a rule to define a masking technique, the datatype to mask, and masking parameters that define how to apply the technique.
    1. To access the Policies view, click Policies.
    2. Click Actions > New > Masking Rule.
    The Rule Wizard appears.
    3. Enter a name and optional description for the rule.
    4. Select the datatype of the column to apply the masking rule to.
    5. Select the Standard masking rule.
    6. To enable users to override masking parameters for a rule, select the Override Allowed option.
    7. Click Next.
    Note: The Masking Parameters dialog box changes based on the Masking Technique you select.
    8. Enter the masking parameters.
    9. Enter the exception handling options. Configure how to handle null or empty spaces. Configure whether to continue processing on error.
    10. Click Finish.

Rule Simulation

You can simulate the output of a standard rule to preview the output before you assign the rule to a column.
Use the Rule Simulator to view the output of a standard rule before you assign it to a column or add it to a plan. View the output of the rule and change the rule properties if required before assigning it to a column. You can choose to include data from a connection in the simulation. Alternatively, you can use default sample data or enter up to 100 rows of sample data on which to simulate the rule output. View the original data values and the masked values in the Rule Simulator tab.
The latest simulation configuration details are stored in the browser cache. You can edit the properties of a rule after viewing the simulation results, and run the simulation again on the same data with the updated rule. Clearing the cache deletes the configuration information.

Previewing Rule Output

Use the Rule Simulator to view the output of a standard masking rule on selected data. You can use data from a connection, use default sample data, or enter sample data on which to view the rule output.
    1. To access the Policies view, click Policies.
    2. Click a masking rule name to open the Rule Properties page of the masking rule.
    3. Click Rule Simulator to open the Rule Simulator configuration tab.
    4. Select the type of configuration from the Source Details list and click Edit. Select Default to use default sample data, My Test Data to enter sample data, or Connection to use data from a connection. The Configure Source Details page opens.
    5. On the Configure Source Details page, to use source data from a connection:
    1. a. Select the connection and owner from the lists.
    2. b. To select a table, type the table name, or click Browse to select the table from a list.
    3. c. Enter the number of rows to include in the simulation. The default value is 20. The maximum number of rows you can include is 100.
    4. d. Click OK to return to the Rule Simulator tab.
    6. To enter sample data:
    1. a. Enter the data in the data fields in the Configure Source Details window. Use the buttons to add or delete rows. You can enter a maximum of 100 rows.
    2. b. Click OK to return to the Rule Simulator tab.
    7. To use default sample data:
    1. a. Click Copy default data.
    2. b. Click OK to return to the Rule Simulator tab.
    8. On the Rule Simulator tab, click Go to start the simulation.
    View the original source values and the masked values in the Rule Simulator tab.