A "rule set" points to a collection of tables or flat files that the masking engine uses for profiling, provisioning, and masking, and certifying data. For mainframe systems, the rule set represents a copybook definition for a file.

The Rule Set Screen

From anywhere within an Environment, click the Rule Set tab to display the Rule Sets associated with that environment. The Rule Set screen appears. If you have not yet created any rule sets, the Rule Set list is empty.

Rule Set Screen

The Create Rule Set Window

In the upper right-hand corner, click the +Create Rule Set button.
The Create Rule Set window appears.

Rule Set Name Input Field

When editing an existing rule set, this field will be filled with the existing rule set name by default.

Connector List

When creating a new rule set, all available connectors will be listed here. When editing an existing rule set, only the connector currently in use will appear.

Table or File List

If a database connector is selected in the connector list, all available tables in the database will appear in this list. If a file connector is selected, all available files will appear in this list.

 

Selected Table or File Number

Displays how many tables or files you have selected.

Search Query Input Field

You can enter a search query here. After typing the search query, press ENTER to execute the search query.

search query

  • Use * to match any characters in the names of tables or files.
  • If you have selected a table or file before searching and it is not in the search results, it will not be included in the rule set. You can add back the table or file by removing the search query.

 

Clear Search Button

Click to remove any search query.

Select All Button

Click to select all tables or files in the table or file list.

Clear All Button

Click to de-select all tables or files.

File Name Patterns Editor

This editor will appear only when the selected connector is a file connector.

Add File Pattern Button

Click to add a new file pattern entry below.

File Pattern Input Field

Enter the file pattern here.

Remove File Pattern Button

Click to remove a file pattern.

Creating a Rule Set

To create a new rule set:

  1. In the upper right-hand corner of the Rule Set screen, click +Create Rule Set.
    The Create Rule Set screen appears. This screen lets you specify which tables belong in the rule set. (Note: A similar screen appears when you edit a Rule Set.)
    1. The Edit Rule Set feature is disabled for a mainframe environment.
  2. Enter a name for the new rule set.
  3. Select a Connector name from the drop-down menu.
    The list of tables for that connector appears. If you have not yet created any connectors, the list is empty.
  4. Click individual table names to select them, or click Select All to select all the tables in the connector.
  5. Click Save.
    You are returned to the Rule Set screen.

Copying a Rule Set

  • This feature is disabled for a mainframe environment.
  • When you copy a rule set, you also copy the ' for that rule set.

To copy a rule set:

  1. Click the Copy icon to the right of the rule set on the Rule Set screen.
    The Copy Rule Set window appears.
  2. Enter a Name for the new rule set.
  3. Click Save.
  4. Modify the rule set as you want, using the procedures described above.

Editing/Modifying a Rule Set

  • This feature is disabled for a mainframe environment.

To edit a rule set:

  1. Click the Edit icon to the right of the rule set on the Rule Set screen.
  2. Click the Edit Rule Set button towards the top.
    The Create Rule Set screen appears. This screen lets you specify which tables belong in the rule set.
  3. Modify the rule set as you want, using the preceding procedures.

If you have tables with names that change monthly, for example tables that are appended with the current date, you can set a table suffix for a rule set.

Deleting a Rule Set

If you delete a Rule Set, any inventory associated with that Rule Set will also be deleted. Also, any filter conditions defined for that Rule Set will be deleted.

To delete a rule set, click the Delete icon to the right of the rule set on the Rule Set screen.

Modifying Tables in a Rule Set (For Distributed Environment)

  • The features in this section are disabled for a mainframe environment.
  • For additional information about any of the features in this section, see Provisioning and or Subsetting Data.

Logical Key

If your table has no primary keys defined in the database, and you are using an In-Place strategy, you must specify an existing column or columns to be a logical key. This logical key does not change the target database; it only provides information to Delphix. For multiple columns, separate each column using a comma. Note: If no primary key is defined and a logical key is not defined an identify column will be created.

To enter a logical key:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table whose filter you wish to edit.
  3. On the left, select Logical Key.
  4. Edit the text for this property.
  5. To remove any existing code, click Delete.
  6. Click Save.

Edit Filter

Use this function to specify a filter to run on the data before loading it to the target database.

To add a filter to a database rule set table or edit a filter:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table you want.
  3. On the left, select Edit Filter.
  4. Edit the properties of this filter by entering or changing values in the Where field.

Be sure to specify column name with table name prefix (for example, customer.cust_id <1000).

  1. To remove an existing filter, click Delete.
  2. Click Save.

Custom SQL

Use this function to use SQL statements to filter data for a table.

To add or edit SQL code:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table you want.
  3. On the left, select Custom SQL.
  4. Enter custom SQL code for this table.

Delphix will run the query to subset the table based on the SQL you specify.

  1. To remove any existing code, click Delete.
  2. Click Save.

Table Suffix

To set a table suffix for a rule set:

  1. In the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table for which you wish to set the suffix.
  3. On the left, select Table Suffix.
  4. The Original Table Name will already be filled in.
  5. (Optional) Enter a Suffix date Pattern (for example, mmyy).
  6. (Optional) Enter a Suffix Value, if you want to append a specific value.
  7. (Optional) Enter a Separator (for example, _). This value will be inserted before the suffix value (for example, tablename_0131).
  8. Click Save.

Add Column

Use this function to select a column or columns from a table when you don't want to load data to all the columns in a table.

To add a column to a database rule set table or edit a column:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table you want.
  3. On the left, select Add Column.
  4. Select one or more column names to include in the table. To remove a column, deselect it.
    You can also choose Select All or Select None.
  5. Select Save.

Join Table

Use this function to specify a SQL join condition so that you can define primary key/foreign key relationships between tables.

To define or edit the join condition for a table:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table you want.
  3. On the left, select Join Table.
  4. Edit the properties for this join condition.
  5. To remove an existing join condition, click Delete.
  6. Click Save.

List

Use this function to select a list to use for filtering data in a table.

To add or edit a list:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the green edit icon to the right of the table you want.
  3. On the left, select List.
  4. Edit the text file properties for this list.
    1. Select a column.
    2. Enter or browse for a filename.
    3. Files that have already been specified appear next to Existing File.
  5. To remove an existing list file, click Delete.
  6. Click Save.

Removing a Table

To remove a table from the rule set:

  1. From the Rule Set screen, click the name of the desired rule set.
  2. Click the red delete icon to the right of the table you want to remove.

If you remove a table from a rule set and that table has an inventory, that inventory will also be removed.