Plans and Workflows Overview
A plan defines a data subset, data masking, or data generation operation. It includes the components that you need to generate a workflow.
When you create a plan, you add data masking, data subset components, or data generation components based on the operation that you need to perform. You cannot add data masking or data subset components to a plan when you want to add data generation components. You can add policies and rules to run data masking operations. Add entities, groups, and templates to run data subset operations on relational or flat file sources.
Add XSD files if you want to perform data subset or data masking on XSD sources. Add entities and tables or XSD files to run data generation operations.
If you add both subset and masking components to a plan, the subset component gets priority. TDM performs the subset operation first. TDM then applies masking rules to columns in the subset data that have masking assignments. TDM does not apply masking assignments to source data that is not included in the subset, even if the data is part of a cascade.
Define the workflow connections in the plan. Define the source and target connections. If required for the plan, edit staging and storage connections and define lookup and dictionary connections.
When you update or delete a plan component, you must generate and run the plan again to update the changes.
To copy flat file results to a test tool that you have integrated with TDM, configure the test tool properties in the plan.
To store data in the test data warehouse, you select the test data warehouse as the target in the plan.
You can create multiple workflows from one plan. Define workflow properties in the plan, such as commit properties, update strategies, and recovery strategies.
View the sessions that run from each workflow. View statistics that describe the number of rows that the target receives. The Session Details tab shows the affected rows, the rejected rows, and the number of rows that the session wrote to the target.
When you start a workflow, the PowerCenter Integration Service completes the plan operations.
Plans and Workflows Task List
Complete the following steps to create the plan and run the workflow:
- 1. Create a plan. Enter a plan name and description.
- 2. Add data masking rules and policies to the plan.
- 3. Add data subset entities, groups, and templates.
- 4. Add data generation entities and tables to the plan. When you enter data generation components, you cannot enter data masking or data subset components.
- 5. Switch masking rules off or on.
- 6. Optionally, change the criteria of data subset components.
- 7. Configure plan settings including the plan properties, error and recovery strategies, and advanced settings.
- 8. To store data in the test data warehouse, select the test data warehouse as the target connection.
- 9. To copy flat file results to a test tool that you have integrated with TDM, configure the test tool properties in the plan.
- 10. Optionally, configure an override strategy for a data source or a table.
- 11. Generate a workflow.
- 12. Run the workflow.
- 13. Monitor the workflow.