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  1. Abstract
  2. Supported Versions
  3. Implementing Data Masking and Data Subset with IMS Unload File Sources

Implementing Data Masking and Data Subset with IMS Unload File Sources

Implementing Data Masking and Data Subset with IMS Unload File Sources

Step 13. Create a Data Masking and Data Subset Plan

Step 13. Create a Data Masking and Data Subset Plan

Create a plan to run the data subset and data masking operations. You can combine a data subset and a data masking operation in the same plan or create separate plans.
When you create a plan, add components to it to define its operations. Add groups to complete data subset operations. Add rules and policies to plans to perform data masking operations.
For detailed information about Test Data Management plans and workflows, see the
Informatica Test Data Management User Guide
.
  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 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, which you can change.
  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. Click
    Next
    .
    Be sure to define the following connection options:
    • Source File Name
    • Target File Name
  13. To override plan settings for a data source, select the data source and click
    Override Plan Settings
    . Then enter the override properties.
  14. To override data source settings for a table, select the table and click
    Override Data Source Settings
    . Then enter the override properties.
  15. Click
    Finish
    .
    The plan appears in the project.