Create a project that contains one or more sources.
Create an entity to select related parent and child tables to include in the subset database.
Create filter criteria that defines what data to include in the subset database.
Optionally, create a group to select unrelated tables to include in the subset database.
Optionally, create a template that contains the entities and groups.
Create a data subset plan and add the entities, groups, and templates to it. Define parameters to filter the data in the columns. For example, you can define a parameter to filter a month column to contain only October.
Generate a workflow from the plan.
Start the workflow.
Monitor the progress of the workflow.
In the target database, verify that the correct data was copied.