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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

Creating a Data Masking and Data Subset Plan

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 can use parameters in an advanced expression. 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 warehouse 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.