User Guide > Test Data Manager > Test Data Manager User Interface
  

Test Data Manager User Interface

Test Data Manager contains options to view and edit TDM components.
The following image shows a view in Test Data Manager:
The Test Data Manager window displays the following views: Overview, Policies, TDW, Projects, Monitor, and Administrator. The Search field and the Actions menu are on the upper right of the window. The Policies view is displayed and a policy is selected from the list of policies in the Contents panel. The panel below the Contents panel is the Details panel. The Details panel contains Properties and Data Domains tabs. The Properties tab shows the general properties of the selected policy.
The Contents panel shows an overview of the items in a view. The Details panel shows additional details for a single item in the contents panel.

Views

Access Test Data Manager views to perform tasks such as defining data masking policies or configuring projects.
Test Data Manager contains the following views:
Overview
View dashboard reports about projects in the TDM repository.
Policies
Define policies, masking rules, and generation rules that you can add to projects.
Projects
Define a project that contains source data and the data subset, data masking, data profiling, or data generation operations for the data.
Data Sets
Manage data sets that you store in the test data warehouse.
Monitor
View the status of jobs that import sources or perform data subset, data masking, data profiling, or data generation operations. Stop or abort jobs.
Administrator
Manage connections, dictionaries, test tool integration, test data warehouse, and workflow options.
Note: By default, an administrator can access the Administrator view of Test Data Manager. A user must have privileges to access the other views in Test Data Manager.

Search Field

Use the Search field to search for objects within the TDM repository and the test data warehouse repository. Search for objects such as projects, plans, assignments, data sets, and data set tables. You cannot search for connections.
Enter the name or part of the name of the object you want to find. A search tab opens where you can filter the types of objects to include in the search. A search count displays the number of objects that match the search criteria. The search results return all objects and assignments contained within it and objects that contain it. For example, when you include projects within the search objects, the results also list objects such as policies, rules, and entities that the project contains. When you search for a masking or generation rule, the results include the rule, assignments, objects that contain the rule, and dictionaries in the rule.
You can search for objects other than connections globally from the Search field. You cannot search for objects when indexing tables.

Advanced Search Text Filter

In Test Data Manager, you can enter a text instead of the wild characters in the filter criteria to search for columns.
Based on the type of filter operators, TDM searches and displays the results.
The following table lists the sample formats that the filter supports:
Filter Type
Sample Text
Operator Type
Exact match
"EMPLOYEE_FIRSTNAME"
Equality operator
Starts with
EMPLOYEE*
Like operator and type is STARTS_WITH
Ends with
*SALARY
Like operator and type is ENDS_WITH
Contains
BONUS
Like operator and type is CONTAINS
The following table lists the Test Data Manager views and pages in which you can use the advanced filter:
Test Data Manager Page
Path in Test Data Manager
Advanced Filter Supported Columns
Discover | Column
Project -> Discover -> Columns
Table Name, Column, Owner, Data Type, and Domain
Define | Data Masking
Project -> Define -> Data Masking
Name, Owner, Columns, Data Type, Domain, Policy, and Masking Rule
Define | Data Generation
Project -> Define -> Data Generation
Table, Owner, Column, Data Type, Data Domain
Profile Results
Project -> Discover -> Profile -> Column Profile Results -> Column Table
Table, Column, and Data Type

Quick Links Menu

You can quickly navigate to content tabs in Test Data Manager from the Quick Links menu.
From the Quick Links menu, you can open tabs to manage data subset, masking, and generation. You can use the Quick Links menu to access shortcuts to create a generation rule, masking rule, policy, data domain, or project.
The items that you can access from the Quick Links menu change based on user permissions.

User Preferences Menu

The User Preferences menu contains options that you can use to modify Test Data Manager.
Click User Preferences to view the Edit Preferences dialog box. The Edit Preferences dialog box contains the following tabs:
General
Displays general Test Data Manager preferences. Select Show Start Screen to display the Informatica Test Data Manager start screen when you log in to Test Data Manager.
Projects
Displays a list of projects that are visible in the dashboards in the Overview view. Disable projects in the Projects tab that you do not want to appear in the Overview view.

Actions Menu

Click the Actions menu to modify data that you select in the Content panel or to perform tasks such as importing and exporting objects.
You can choose different options in the Actions menu based on the Test Data Manager view.

Data Filter

You can filter data that appears in the Content and Details panel of Test Data Manager views.
Test Data Manager Content and Details panels might contain multiple rows of data. For example, the Policies view might show 25 data domain names. You might want to limit the data domain names to names that include "Emp." To apply the filter, type "Emp" in the filter field for the data domain name. Click the Filter icon. The Policies view shows data domains such as Employee_Domain or Emp_Number.
To reset the filter results, click the Reset Filter icon.
You can apply filters to different columns of data in the Contents panel based on Test Data Manager view.