Project Management
When you create a project, you add one or more sources to the project. When you edit a project, you can update the name, description, folder location, and associated sources. You can also edit the location where you want to store the log files of the project.
When you create a project, you are the project owner. You have access to the project folder by default.
You can export a project and project components to an XML file. You can import the data from the XML file into Test Data Manager. You might export and import a project to back it up, or you might need to move a project from a development to a production system.
Creating a Project
Create a project folder to contain the data discovery, subset, masking, and generation components to apply to a data source.
1. In Test Data Manager, click Projects to access the projects.
A list of projects appears.
2. Click Actions > New.
3. In the Create Project dialog box, enter project properties. The following table describes the project properties:
Option | Description |
|---|
Name | The name of the project. |
Description | The description of the project. |
PowerCenter Repository | The name of the PowerCenter repository to store the repository folder. |
Folder | The name of the project folder in the repository. Default is the project name. You can choose another folder in the repository. |
Owner | The name of the user that owns the folder. The folder owner has all permissions on the folder. The default is the name of the user that created the folder. You can select another user as the folder owner. |
4. Click OK.
The properties for the project appear in Test Data Manager.
Editing a Project
You can edit a project to change its name, description, or associated sources.
1. To access the projects, click Projects.
A list of projects appears.
2. Click on the project that you want to edit.
The project opens in a separate tab with project properties and data sources details.
3. To change the project properties, click Edit.
You cannot remove a source that is used by entities or groups in the project.
4. In the Edit dialog box, change project options. The following table describes the project options that you can change:
Option | Description |
|---|
Name | The name of the project. |
Description | The description of the project. |
Folder | The name of the project folder in the repository. Default is the project name. You can choose another folder in the repository. |
Owner | The name of the user that owns the folder. The folder owner has all permissions on the folder. The default is the name of the user that created the folder. You can select another user as the folder owner. |
5. Click Save.
Copying a Project
You can create a project by copying a project. When you copy a project, Test Data Manager creates a copy of the project but does not import the metadata or objects of the project.
1. To access the Projects view, click Projects.
2. Click a project description to select the project.
Do not open the project.
3. Click Actions > Duplicate.
The Copy <Project Name> dialog box appears.
4. Change the name and description of the project. Click Save.
Deleting a Project
When you delete a project, all sources that are associated with the project are deleted.
1. To access the projects, click Projects.
The list of projects appears.
2. To select a project without opening it, click the Description or Created On column of the project.
3. Click Actions > Delete.
4. In the Confirm Delete dialog box, click Yes.
Configuring Project Log Locations
You can configure the location where you want to save the log files that the PowerCenter Integration Service generates for project workflows and sessions.
1. Open the project and click Actions > Edit.
The Edit Project dialog box opens.
2. Click the Default Log File tab.
3. Perform the following tasks to change the location of the log files:
- - In the Workflow Log Directory field, enter the location where you want to store workflow logs.
If you enter a wrong location, a workflow fails to run without generating an error log.
- - In the Session Log Directory field, enter the location where you want to store session logs.
- - In the Reject File Directory field, enter the location where you want to store reject files.
You can use parameters or enter a fully defined path. You must add a delimiter with a slash or backslash at the end of the file path.
For example, you can enter the workflow log directory in the following ways:
- - $PMWorkflowLogDir\
- - $PMWorkflowLogDir\projectlogs\
- - \TDM\Logs\Project\
Note: The directory path must exist. TDM does not create the directory.
4. Click Save.
Exporting a Project
You can export a project to an XML file and import the XML file to another TDM repository. When you export a project, the XML file contains all the project components, such as the source information, the connections, the constraints, the data domains, and the assignments.
1. To access the projects, click Projects.
A list of projects appears.
2. Click a project to view the project properties and the data sources.
3. Click Actions > Export.
4. Choose the name and path of the XML file to create.
5. Click OK.
Importing a Project
You can import a project from an XML file that was exported from another TDM repository.
Before you import a project into Test Data Manager, you must import all the global components that are assigned in the project.
1. To access the projects, click Projects.
2. Click Actions > Import.
3. Browse for the XML file that contains the project to import. Click Finish.
Test Data Manager imports the project.