Basic workflow

This tutorial has only basic steps which are required to initiate masking job in database.

It does not include all advanced options. For advanced options we recommend to use our User’s Guide or call our support.

To add a connection, use “Add Data Source” button in upper right corner of the screen

Choose the desired database connector (e.g Oracle)

Fill all the fields with appropriate values and enable checkbox to Create Environment.

You can also test connection and verify it is valid.

If connection is unsuccessfull, you will receive a relevant message to check port, host, service name or user

You may troubleshoot the connection from the host where In-Place Masking server is installed:

check if the host is reachable: ping <database server>
check if port is accessible: telnet <database server> <port>
verify with your IT team if firewall rules are set properly between database server and In-Place Masking one.

Environments. Add the previously created “Data Source” to the masking environment

Push “Add Environment” button and choose schemas, tables you would like to scan

When you chose your “Data Source” the application will present you with schemas/databases where you can choose some of them or all of them.

You may also use “Select Tables” button, so you may include a subset of tables in scan.

When you finished with tables/schema/database selection click the “Add” button

This operation may take some time as it scans the metadata in source database and adds it to the masking dictionary.

From the drop-down list choose your environment you previously created.

Push “Scan” button in right upper corner of the screen to start scanning.

Choose the Privacy policy you want to use. For more explanations on privacy policy, refer to Playbooks
Choose number of parallel processes, this will set a number of tables scanned at a time.
Number of unique values, is number of unique rows which will be analyzed during scan.
Search optimization - has two values “Performance” and “Accuracy”. When you choose “Performance”
the scan will complete faster at expense of results accuracy.
Enable “Auto Refresh”.
Push “Search” button, it will start the scan

After search has been completed, the results/findings are displayed

Press the “Details” button it will bring you to a screen where you can proceed with farther masking

Press “Update Masking” button

It will bring you to a screen with all masking rules you applied

Press “Mask” button to start the masking process.

Choose number of tables to mask at a time (Parallel processes)

Then you will be brought to “Progress Monitor” screen where you can observer status of the job