Implementing Data Masking and Data Subset with IMS Unload File Sources

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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

Open a project and click

Execute

to view the project plans.

Click

Actions

New

In the

New Plan

dialog box, enter a name and optional description for the plan.

To add a data masking operation to the plan, click

Add Masking Components

Select the policies and rules to add to the plan. Click

Next.

To add a data subset operation to the plan, click

Add Subset Components

Select the entities, groups, and templates to add to the plan. Click

You can assign criteria for masking columns and generating subsets.

To skip adding a data generation component, click

To skip masking a rule, select the check box for the rule and click

Off

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.

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.

Configure the connections and other properties. Click

Be sure to define the following connection options:

Source File Name

Target File Name

To override plan settings for a data source, select the data source and click

Override Plan Settings

. Then enter the override properties.

To override data source settings for a table, select the table and click

Override Data Source Settings

. Then enter the override properties.

Click

Finish

The plan appears in the project.

Implementing Data Masking and Data Subset with IMS Unload File Sources

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Table of Contents

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