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. Creating a Data Subset
  8. Performing a Data Masking Operation
  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. Glossary

Plans and Workflows Task List

Plans and Workflows Task List

Perform 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. Optional. If the plan contains parameters, download a parameter file to review parameters used in the plan and the parameter values. You can use global parameters and project parameters in a plan. The parameter file includes all parameters that you use in a plan.
  12. Generate a workflow. You can choose to generate and run a workflow in a single step.
  13. If the plan contains parameters, choose the parameters and parameter values to use when you run the workflow.
  14. Run the workflow.
  15. Monitor the workflow.