Validating and running upgraded workflows in IBM Optim Test Data Management

After you import an upgraded workflow into IBM® Optim Test Data Management, validate its configuration and run it to help ensure successful data processing.

1. From the navigation menu, click Workflow > Flow builder, then click My flows.
2. On the upgraded job, click the three-dot menu and select Open in new tab.
3. On each node in the flow, click the three-dot menu, select View details, and verify the node configuration according to the flow type.

   Extract flows follow this structure: Connection Profile → Access Definition → Extract File Target. Verify the following nodes:

   • Connection Profile — source database connection credentials and connectivity
   • Access Definition — table scope, column selection, and any associated Optim relationships. For more information, see Defining data relationships.
   • Extract File Target — output file path and extract file settings
   • If the flow includes data masking, open the Transform Definition node and verify that the correct masking policies are applied to the appropriate columns.
   • If the flow includes row filtering, open the Subset Definition node and verify the filtering criteria configured for the source tables.

   Extract insert flows follow this structure: Extract File Source → Access Definition → Connection Profile. Verify the following nodes:

   • Extract File Source — path to the intermediate extract file produced by the extract flow
   • Access Definition — table scope, column selection, and any associated Optim relationships
   • Connection Profile — target database connection credentials and connectivity
   • If the flow includes data masking, open the Transform Definition node and verify that the correct masking policies are applied to the appropriate columns.
   • If the flow includes row filtering, open the Subset Definition node and verify the filtering criteria configured for the source tables.
4. After validation, click Run Flow to start job execution.
   If your workspace contains both extract and extract insert flows for the same dataset, run the extract flow first to generate the intermediate extract file, then run the extract insert flow. The extract insert flow requires the extract file to be present; running it before the extract flow completes causes the job to fail.