Optim Designer overview

IBM® Optim™ Designer allows you to define data models, data privacy policies, and data management services. You can use Optim Designer to run Optim and Optim for z/OS® requests. You can also use Optim Designer to create and test data management services and Optim interoperability services.

Optim logical data models and physical data models
To define a data management service, you must use an Optim logical data model to define the source or target data. You can create a new Optim logical model by transforming a physical data model.
Data management services
Use an Optim data management service to transform data, copy data between schemas, or run Optim and Optim for z/OS requests. You can mask data by applying a data privacy policy to an entity processed by a service. There are two types of services: executor services (for the Optim Executor platform) and Optim interoperability services (for the Optim and Optim for z/OS platforms). You can publish services to the Optim Manager environment, where you can run or schedule services. You can also use Optim Manager in embedded mode to test services.
Data privacy policies
Data privacy policies allow you to mask data in a data management service. There are three options to mask data with a privacy policy: lookup, rule-based, and JavaScript. The lookup option uses a lookup table to provide masked data. The rule-based option uses functions to generate masked data. The JavaScript option uses JavaScript expressions to define a data transformation and is available for use with executor services only.

These policies offer the following features:

  • Use lookup functions to replace values from selected source entities with values from corresponding lookup table columns
  • Use rule-based functions to mask national ID numbers, credit card numbers, and e-mail addresses with valid and unique values
  • Use rule-based functions to generate values for dates, characters, and numbers
  • Apply a lookup or rule-based function based on a "switch" value
  • Use JavaScript to define custom transformations in an executor service
Data access plans
A data access plan contains policies that determine which data to process or transform from a source Optim logical data model in a data management service. You can use a data access plan to define a selection policy and data privacy policies for a logical data model. A selection policy determines the entities and attributes to use in a data management service.
Optim interoperability services
Optim interoperability services allow you to process Optim and Optim for z/OS requests. The requests are defined in an interoperability service and use data models created in Optim Designer. The data models can include data privacy policies. You can connect to an Optim directory and import or export Optim definitions. You can test services in Optim Designer and publish services to the Optim Manager environment.
Executor services
Executor services allow you to transform data as well as copy data between schemas. The services use the Optim Executor platform for processing. You can mask data by applying a data privacy policy to an entity processed by the service. You can test services in Optim Designer and publish services to the Optim Manager environment.
Optim Manager
You can open Optim Manager from Optim Designer (embedded mode), allowing you to test and publish data management services.