Environments define the scope of work in Delphix. In order to mask or provision databases and files within Delphix, you first need to create an Environment in which Delphix will store the connection information and masking and provisioning rules for those data stores. An environment can contain multiple database connections and multiple file connections.

The Environment List/Summary Screen

The Environment List/Summary screen provides a dashboard overview of what Delphix is doing. It is the first screen that appears when a user logs in to Delphix. You can also reach it by clicking the Environments tab or by clicking the Environment List link elsewhere in the application.  

To search for an environment, enter an environment name in the Search field and click Search

The Environments List/Summary screen contains the following columns:

  • Application — The name of the application.
  • Environment — The name of the environment.
  • Purpose — The purpose of this environment.
  • Jobs Running — The number of running jobs.
  • Export — Export the environment.
  • Copy — Copy the environment.
  • Delete — Delete the environment.

Creating or Importing an Environment

Environments define the scope of work for masking. In order to mask or provision databases and files, you first need to create an environment; this is where the masking engine will store the connection information as well as the masking and provisioning rules for those data stores. An environment can contain multiple database connections and multiple file connections.

Creating a New Environment

  1. In the upper right-hand corner of the screen, click Add Environment.
    The screen prompts you for the following items:
    1. Application Name – The name of the application associated with this environment, for informational purposes. (An integrated test environment can have multiple applications.)
    2. Environment Name – The display name of the new environment.
    3. Purpose – The way the environment is used in the development process: Development, Gold Copy, QA, Training, and so on.
  2. Either click Save to return to the Environments List/Summary screen, or click Save & View to display the Environment Overview screen. 

Importing an Environment

  1. In the upper right-hand corner of the screen, click Import Environment.

    The screen prompts you for the following items:

    1. Application Name – The name of the application associated with this environment, for informational purposes. (An integrated test environment can have multiple applications.

    2. Environment Name – The name of the environment that you want to import.
    3. Purpose – The way the environment is used in the development process: Development, Gold Copy, QA, Training, and so on.
    4. Select… – Use to browse for the XML file that contains the information you want to import. (This file must be a previously exported Delphix Agile Data Masking environment.)
  2. Either click Save to return to the Environments List/Summary screen, or click Save & View to display the Environment Overview screen.

Exporting an Environment

You can export an environment from the Environment List/Summary screen. You can later import that environment to a different instance of Delphix, such as a development test instance or a production instance.
To export an environment:

  1. Click the Export icon.
  2. The popup fills in the following items:
    1. Environment Name
    2. File Name.
  3. Click Export.

All the information for the specified environment (connectors, rule sets, inventory, jobs, and so on) is exported to an XML file. 

A status popup appears. When the export operation is complete, you can click on the Download file name to access the XML file.

Copying and Deleting Environments

You can copy and delete environments from the Environment List/Summary screen.
To copy an environment:

  1. Click the Copy icon to the right of the environment status.
  2. The popup prompts you for the following items: 
    1. Name
    2. Purpose
    3. Application Name
  3. Click Save.

The environment definition is copied to a new name.

  • The copy feature is a very powerful tool. If you have multiple similar environments, you can create one, copy it multiple times, and make necessary changes without having to start from scratch. Each environment will need its own connections, but you can update the connections that get copied. However, you will need to create new jobs for each copied environment.
  • When you copy an environment, all of its connectors, rule sets, and inventory are copied with it. To avoid confusion when using copied environments, we recommend that you change descriptive information to be different from the original.

To delete an environment:

  • Click the Delete icon to the right of the environment status and copy icon.

Clicking the Delete icon deletes EVERYTHING for that environment: connections, inventory, rule sets, and so on.

The Environment Overview Screen

You can reach the Environment Overview screen by clicking an environment name from the Environments List/Summary screen.

Masking Environment Overview

This screen gives an overview of the Environment and the Environment Status. The left of the screen displays the environment Name, Purpose (for example, DEV or QA), and the Application Name. The Environment Status lists the Current Status, and dates for Last Data Refresh, Last Masked, Last Certified, and Last Profiled. The files listed on the right side of the window are pdfs of the last certification job (C) and the last masking job inventory (M).

The body of the page displays all jobs currently defined for THIS environment, along with the status of the jobs (created, running, succeeded, or failed). For information about Jobs and the icons on this screen, see Managing Jobs.

You can use the icons in the Jobs heading to create new jobs. See Monitor Jobs.

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