Table of Contents

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  1. Preface
  2. Introduction to Test Data Management
  3. Downloading and Running Scripts
  4. Creating Users and Groups in Informatica Administrator
  5. Setting Up Test Data Manager
  6. Creating Logical Relationships in TDM
  7. Defining Data Subset Components
  8. Creating a Data Masking Rule
  9. Creating a Plan
  10. Managing the Workflow
  11. Appendix A: Glossary

Getting Started Guide

Getting Started Guide

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.

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