Plan Management
After you create a plan you can edit it. You can copy the plan, export it to an XML file, or delete the plan. You can import a plan that you created in another TDM repository and exported.
Creating a Data Masking and Data Subset Plan
When you create a plan, add components to it to define its operations. You can combine a data subset and a data masking operation in the same plan, or create separate plans. To perform a data generation operation, you must create a separate plan. Add entities, groups, and templates to complete data subset operations. Add rules and policies to plans to perform data masking operations.
1. Open a project and click Execute to view the project plans.
2. Click Actions > New.
3. In the New Plan dialog box, enter a name and optional description for the plan.
4. To add a data masking operation to the plan, click Add Masking Components.
5. Select the policies and rules to add to the plan. Click Next.
6. To add a data subset operation to the plan, click Add Subset Components.
7. Select the entities, groups, and templates, or XSD files to add to the plan. Click Next.
You can assign criteria for masking columns and generating subsets.
8. To skip adding a data generation component, click Next.
9. To skip masking a rule, select the check box for the rule and click Off.
10. To filter subset components, select the component and choose to enter a basic or advanced expression.
Test Data Manager shows any existing filter criteria. You can change the criteria. You cannot override subset criteria for an XSD subset component.
11. To limit the subset results, click Limit and choose to limit by percentage, by absolute value, or by defining an interval of rows to create. Click Next.
12. Configure the connections and other properties. If the target is a flat file, you can configure test tool integration properties. If you select the test data mart as the target connection, you can enter the data set properties. If the source is an XSD source, you cannot add other types of sources to the plan. Click Next.
13. To override plan settings for a data source, select the data source and click Override Plan Settings and enter the properties.
14. To override data source settings for a table, select the table and click Override Data Source Settings and enter the properties.
15. Click Finish.
The plan appears in the project.
Creating a Data Generation Plan
To perform a data generation operation, you create a plan and add data generation components to the plan. When you add data generation components, you cannot add data subset or data masking components to the same plan.
1. Open a project and click Execute.
2. Click New Plan.
3. In the New Plan dialog box, enter a name and optional description for the plan.
4. Click Next.
5. To skip adding the masking components, click Next.
6. To skip adding the subset components, click Next.
7. To add the generation components to the plan, click Add Generation Components.
8. Select the entities and the tables to add to the plan. If you want to generate test data in an XML file, select the XSD file to add to the plan.
9. Click OK.
The entities and tables appear in the list.
10. Click Next.
11. To view or filter the table names, select the table.
12. To specify generation criteria for an entity, select the entity and enter the values.
13. Click Next.
14. To configure generation plan settings, enter the number of records that you want to generate.
15. Configure connection and target properties. If the target is a flat file, you can configure test tool integration properties. If you select the test data warehouse as the target connection, you can enter the test data warehouse settings.
16. To make changes to data generation, error recovery, and advanced settings, you can edit the settings.
17. Click Next.
18. Click Next.
19. To override plan settings, click Override Plan Settings and enter the properties.
20. To override table settings, click Override Data Source Settings and enter the properties.
21. Click Finish.
The generation plan appears in the project.
Creating an Ad Hoc Generation Plan
You can create an ad hoc generation plan for a column.
1. Open a project and click Define > Data Generation.
2. Select a column from the table for which you want to create an ad hoc generation plan.
3. Click Actions > Generate and Execute.
The Generate and Execute Plan dialog box appears.
4. Enter a name for the plan or keep the default plan name that appears on the screen.
5. Select the Integration Service.
6. Enter the number of records that you want to generate.
7. Configure connections and target properties.
8. To make changes to data generation, error and recovery, and advanced settings, edit the settings.
9. Click OK.
A Create and Execute dialog box appears.
10. To run the plan, click Yes.
Creating a Hadoop Plan
To perform data movement and data masking operations for Hadoop connections, you can create a Hadoop plan. Add groups and data masking components to a Hadoop plan. You cannot perform data subset or data generation operations for Hadoop sources and targets.
1. Open a project and click Execute.
2. Click Actions > New.
3. In the New Plan dialog box, enter a name and optional description for the plan.
4. Select Hadoop plan type.
5. Click Next.
6. To add a data masking operation to the plan, click Add Masking Components.
7. Select the policies and rules to add to the plan. Click OK.
8. Click Next.
9. To add groups to the plan, click Add Groups. You can add groups to a plan to move data from a source to a target.
10. Select the groups to add to the plan. Click OK.
11. Click Next.
12. Review all the masking components and groups.
You cannot edit the groups.
13. Click Next.
14. Configure source and target connections.
15. Configure target properties, error and recovery settings, and advanced settings.
16. Click Next.
17. To override plan settings, click Override Plan Settings and enter the properties.
18. To override table settings, click Override Data Source Settings and enter the properties.
19. Click Finish.
Copying a Plan
Copy a plan to create another plan with similar components. Create a copy of a plan and edit the copy.
1. Open a project and click Execute to view the project plans.
2. Click the plan Description or Status field to select a plan.
Do not open the plan.
3. Click Actions > Duplicate.
4. Optionally, enter a project name and a description.
The default name is Copy of <original name>.
Exporting a Plan
You can export a group to an XML file and import the XML file to another TDM repository.
1. Open a project and click Execute to view the project plans.
2. Click the plan Description or Status field to select a plan.
Do not open the plan.
3. Click Actions > Export.
4. Choose to save the file.
5. Enter the XML file name and the path of the file.
The default name is a string that contains "Plan_" and the current date and the time.
Importing a Plan
You can import a plan from an XML file that was exported from another TDM repository.
1. To open the Projects view, click Projects.
2. Click the project description to select a project to import the plan into.
Do not open the project.
3. Click Actions > Import.
4. Browse for the XML file that contains the group to import.
The XML file has a default name similar to Plan_130315081854.xml.
5. Click Finish to import the plan.
Deleting a Plan
You can delete plans. When you delete the plan, you delete the workflow for the plan.
1. Open a project and click Execute to view the project plans.
2. Click the plan Description or Status field to select a plan.
Do not open the plan.
3. Click Actions > Delete.
4. Click Yes to confirm the delete.
Data Masking Plans and Workflows