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. Plans and Workflows
  11. Monitor
  12. Reports
  13. ilmcmd
  14. Data Type Reference
  15. Data Type Reference for Hadoop

Plans and Workflows Overview

Plans and Workflows Overview

A plan defines a data subset or data masking operation. It includes the components that you need to generate a workflow.
When you create a plan, you add data masking or data subset components based on the operation that you need to perform. 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.
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, 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.
You can create multiple workflows from one plan. Define workflow properties in the plan, such as commit properties, update strategies, and recovery strategies.
When you start a workflow, the
Data Integration Service
completes the plan operations.