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 an Entity

Step 1. Create an Entity

When you create an entity, you select the driving table. Test Data Manager retrieves the related tables based on the constraints. You create an entity CUSTOMER_DATA_ENTITY that uses the CUSTOMER table as the driving table. Create a filter on the CUST_ID column in the CUSTOMER table.
Before you create an entity, identify relationships in the data and create constraints to define the child tables.
  1. In the project, click
    Define
    Data Subset
    .
  2. Click
    Actions
    New
    Entities
    .
  3. In the
    New Entity
    dialog box, enter the name CUSTOMER_DATA_ENTITY and optional description for the entity.
  4. To select a driving table from the list, click
    Select Table
    .
  5. Select the CUSTOMER table and click
    OK
    .
    The following image shows the list of tables from which you select the driving table:
    The Select Driving Table obtains a list of tables with related information including owner and type.
    Test Data Manager creates the entity by including all tables related to the driving table. The entity opens with a map of the relationship between the tables in the
    Entity Map
    tab. You can view a list of the tables on the
    Tables
    tab. You can view a list that shows the relationships between the tables on the
    Relationships
    tab.
    The following image shows the entity map view of the entity CUSTOMER_DATA_ENTITY that you created:
    The entity page contains a properties tab. It has separate tabs to view the entity as a map, to view the tables and view the relationships.
  6. To create a subset of the data based on filter criteria, click
    Edit
    in the
    Properties
    pane.
  7. Click the
    Entity Criteria
    tab to add criteria.
  8. Click
    Add Criteria
    .
  9. To filter data, select the column and table on which you want to filter data and click
    OK
    .
    The following image shows the list of columns from which you select a column to apply filter criteria:
    The Add Columns dialog box contains a list of columns with the table names and related data.
    You can indicate a filter condition in the entity, but define the expression in the plan.
  10. To define the filter expression in the entity, select the operator
    Greater Than
    from the list to filter the data.
    The following image shows the
    Entity Criteria
    tab where you enter the filter criteria:
    The Entity Criteria tab contains a list of operators and fields for values and labels to create the filter criteria.
  11. Enter
    100
    in the value to complete the filter expression. This creates a filter for customers with customer IDs greater than 100.
  12. For each filter criteria that you create, click
    Save
    . If you define multiple filters in an entity, the filter conditions are considered as "AND."
  13. Select the row and click
    Save
    .
You can use the entity in a subset operation. Add the entity to a plan from the
Add Subset Components
page in the plan workflow.

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