User Guide > Data Masking > Masking Rules Management
  

Masking Rules Management

Manage data masking rules to perform data masking operations. update the masking rule properties, and change the masking rule assignments.
The Policies view shows the masking rules in the TDM repository. After you create a masking rule, you can edit and delete a masking rule from the Policies view.

Modify Masking Rules

You can update or delete masking rules after you assign the rules to the target columns.
When you update or delete a masking rule, a warning message appears that contains the list of columns, plans, and data domains that contain the rule assignment. You can export the list of affected objects and save them in a .csv file.
If you update a masking rule, you change the properties within the masking rule. The changes do not take effect in the plans that contain the rules. You must fix the changes in the plan, and generate and run the plan again. If you make changes in the name or type of the field of a custom masking rule, the assignments do not contain the changes. You must import the mapplet again.
If you delete masking rules, TDM does not delete the masking rule from the columns, data domains, and plans that contain the rule assignment. To update the changes in a plan, you must generate and run the plan again.

Editing a Masking Rule

You can edit a masking rule and update the masking rule properties that you want.
    1. To access the Policies view, click Policies.
    2. Click the name of the masking rule that you want to edit.
    The rule opens in a tab.
    3. Click Actions > Edit.
    4. Edit the parameters that you want to change and click OK to save the rule.
    If the masking rule has assignments, the Impacted Objects dialog box appears with the list of affected columns, plans, and data domains.
    5. To download the list of affected columns and plans, click Export, and save the .csv file.
    6. To save the changes, click Continue .
    To update the changes in a plan, you must generate and run the plan again.

Copying a Masking Rule

You can create a masking rule by copying a masking rule. When you copy a masking rule, Test Data Manager copies the masking rule properties from the original masking rule to the new masking rule.
    1. To access the Policies view, click Policies.
    2. Click a masking rule description to select the masking rule.
    Do not open the masking rule.
    3. Click Actions > Duplicate.
    The Copy <Masking Rule Name> dialog box appears.
    4. Change the name and description of the masking rule. Click Save.

Deleting a Masking Rule

You can delete a masking rule before or after you assign the masking rule to a column.
    1. To access the Policies view, click Policies.
    2. Click the box to the left of the generation rule that you want to delete.
    3. Click Actions > Delete.
    The Delete Masking Rule dialog box appears with a warning message. If the masking rule has assignments, the Impacted Objects dialog box appears with the list of affected columns, plans, and data domains.
    4. To delete the masking rule that do not have assignments, click OK.
    5. To delete the masking rule that have assignments, click Continue. To download the list of affected objects, click Export, and save the .csv file.
    To update the changes in a plan, you must generate and run the plan again.