Table of Contents

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  1. Preface
  2. Introduction to Test Data Management
  3. Test Data Manager
  4. Projects
  5. Policies
  6. Data Discovery
  7. Data Subset
  8. Data Masking
  9. Data Masking Techniques and Parameters
  10. Data Generation
  11. Data Generation Techniques and Parameters
  12. Working with Test Data Warehouse
  13. Analyzing Test Data with Data Coverage
  14. Plans and Workflows
  15. Monitor
  16. Reports
  17. ilmcmd
  18. tdwcmd
  19. tdwquery
  20. Data Type Reference
  21. Data Type Reference for Test Data Warehouse
  22. Data Type Reference for Hadoop
  23. Glossary

Plans and Workflows Overview

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.