Policy Management
The Policies view shows the policies in the TDM repository. You can create and edit a policy from the Policies view.
You can create a policy before or after you define data masking rules and data domains. After you create a policy, you can edit the policy to add data domains and rules. You can copy a policy if you need to create a policy with similar rules or data domains. The duplicate policy contains the rules and data domains from the original policy.
You can export a policy from a TDM repository to an XML file. Import the XML file in another TDM repository.
Creating a Policy
Create a policy in the Policies view. You can create the policy before you create data domains and rules. You can add the data domains and rules to the policy at any time.
1. In the Policies view, click Actions > New > Policy.
The New Policy dialog box appears.
2. Enter a name and optional description for the policy, and click Next.
3. To add data domains to the policy, click Add Data Domains.
4. Select the data domains from the list.
5. Click Finish.
The policy appears in the Policies view.
Copying a Policy
You can create a policy by copying a policy. When you copy a policy, Test Data Manager copies the data domains and rules in the original policy to the new policy.
1. To access the Policies view, click Policies.
2. Click a policy description to select the policy.
Do not open the policy.
3. Click Actions > Duplicate.
The Copy <Policy Name> dialog box appears.
4. Change the name and description of the policy. Click Save.
Editing a Policy
You can edit the policy properties and update the data domains in a policy.
1. To access the Policies view, click Policies.
2. Click the name of the policy that you want to edit.
The policy opens in a tab.
3. Click Actions > Edit.
The Edit Policy dialog box appears.
4. You can change the policy name, description, or status.
5. Click the Data Domains tab to edit data domains in the policy.
6. Click Add to add data domains to the policy.
A list of data domains appears.
7. Select the data domains that you want to add to the policy.
8. Click OK to select the data domains.
9. Click Save.
If you delete a data domain from the policy and if the data domain contains rule assignments, the Impacted Objects dialog box appears with the list of affected columns and plans.
10. To download the list of affected columns and plans, click Export, and save the .csv file.
11. To save the changes, click Continue.
To update the changes in a plan, you must generate and run the plan again.
Deleting a Policy
When you delete a policy, you do not delete the data domains or rules that you added to the policy. When you delete a policy, you remove all the assignments that you create with the policy.
1. To access the Policies view, click Policies.
2. Click to open the policy you want to delete.
3. Click Actions > Delete.
The Delete Policies dialog box appears.
4. Confirm that you want to delete the policy.
If the policy contains assignments, the Impacted Objects dialog box appears with the list of affected columns and plans.
5. To download the list of affected objects, click Export, and save the .csv file.
6. To delete the policy, click Continue.
Test Data Manager deletes the policy. To update the changes in a plan, generate and run the plan again.