Getting Started Guide > Creating a Plan > Step 1. Create a Plan
  

Step 1. Create a Plan

When you create a plan, add data subset and data masking components. To perform the data subset operation, add the CUSTOMER_DATA_ENTITY entity that you created. To perform the data masking operation, add the Cust_CreditCard masking rule that you created.
    1. In the project, click Execute.
    2. Click Actions > New.
    3. In the New Plan dialog box, enter the name Cust_Details_Plan and optional description for the plan.
    4. Click Next.
    5. To add a data masking operation to the plan, click Add Masking Components.
    6. Select the Cust_CreditCard masking rule to add to the plan. Click Next.
    7. To add a data subset operation to the plan, click Add Subset Components.
    8. Select the CUSTOMER_DATA_ENTITY entity to add to the plan. Click Next.
    9. To skip adding a data generation component, click Next.
    10. Review the masking and subset components.
    11. Click Next.
    12. In the Source Connection field, select Relational. Click Select and choose the TDM_Source1 database connection that you created.
    13. In the Target Connection field, select Relational. Click Select and choose the TDM_Target1 database connection that you created.
    14. Configure the following target settings:
    Truncate Tables
    To truncate the table before the data loads, select Truncate Tables.
    Disable Indexes
    To disable indexes for faster loading of data, select Disable Indexes.
    Disable Constraints
    To disable physical constraints before the data is loaded to the target database, select Disable Constraints. After the data loads, the constraints are enabled automatically.
    15. Configure the following update strategy options:
    Treat Source Rows As
    To insert the source rows, select Insert.
    Update As
    To update all the flagged rows that are marked for update, select Update.
    The following image shows sample plan settings that you can configure:
    The New Plan dialog box displays the plan settings that you can configure to perform the data subset and the data masking operations. The plan settings include source and target connection details, target properties, update strategies, error and recovery settings, and advanced settings.
    16. Click Next.
    17. Review the plan, tables, and data source settings.
    18. Click Finish.
    The plan appears in the project.