Creating a work item for a data privacy service

Use these instructions to create a work item for a data privacy service. You must create one or more work items for each data privacy service. Each work item identifies the type of masking required, the files you want to mask, and other information about the masking process.

1. From the Services tab, expand the folder that contains the service to which you want to add a work item.
2. Select the service to which you want to add the work item. Each service must include one or more work items to mask data in a supported file type. For example, a service might include multiple work items to mask data in both CSV and XML files.
3. Click the Create Work Item icon to display the Create Work Item window.
4. Type a Name for the work item. If the specified name includes significant leading or trailing spaces, enclose the name in single or double quotation marks.
5. Specify the Input location and Output location for the work item. Click Browse to display the File location window, then navigate to and select the appropriate directory and click OK to add the path for that directory to the work item.
   Note: You can specify a path or URI for the input and output locations. You must enter all paths and URIs with forward or backward slashes, as appropriate to the operating system. If you specify a URI, follow standard internet practices for specifying the URI.
6. In File type, select the format of the files you want to mask, if the appropriate format is not already displayed.
7. In File pattern, identify the files that you want to mask in the input directory:
   • To mask a single file, specify a specific file name.

   • To mask multiple files with similar names, use the asterisk wildcard character to indicate you want to mask all input files that match a certain file pattern, such as *.csv.

   • You also can use Java™ regular expression syntax or regex to identify the file pattern.

   Note: The input files that match your File pattern are displayed in the File preview area of the Create Work Item window.
8. Click OK on the Create Work Item window to close that window and update the GUI to include any additional fields that are required for the specified file type.
9. Complete the additional fields that are displayed for the specified file type, as needed. To display information about a specific field, place the cursor over the question mark after the field's name.
10. Specify the Masking Properties for the data you want to mask.
    • For XML files only, do the following:
      1. Click Add Node to display the Add Node window.
      2. Specify the Node path or base path to the fields or data elements that are involved in the masking process.
      3. Click OK on the Add Node window.

    • For all file types, do the following:
      1. Click Add Field to display the Add Field window.
      2. Specify the appropriate information for a field that is involved in the masking process. For CSV files, you must specify every field in the input file in the order in which the fields appear in the file. For XML files, just identify the fields you want to mask and any key fields you want to identify in the XML record.
      3. If you want to mask the data in a field, specify a masking provider and masking syntax. The masking syntax that is used in the application is identical to that used in Optim™ data privacy providers, UDFs, and Lua scripts. To display information about a specific field, place the cursor over the question mark after the field's name.
      4. After the appropriate information is entered, click OK on the Add Field window to add the field to the work item.
11. Click Save to save the work item.