Creating a formatted e-mail name policy

You can use the privacy policy editor to create a formatted e-mail name policy in a data access plan.

You can add a policy to a data access plan that includes a selection policy.

To create a formatted e-mail name policy:

  1. Expand a Data Access Plans folder for a logical data model package in the Data Project Explorer.
  2. Double-click the data access plan to include the policy.
    The data access plan editor opens.
  3. Click Data Privacy.
    The privacy policy editor opens.
  4. From the Policies area, do the following:
    1. Select a Platform that will process the policy.
    2. From the Policy list, expand Identity Privacy Policies and Email Address Policies, and then click Formatted e-mail name.
  5. From the Attributes list, select the attribute to mask with the policy.
  6. Click Apply.
    The Add Policy wizard opens.
  7. Complete the steps of the wizard.
    • You must select up to two source attributes to provide the user name.
    • You can choose to use only the first character from the attribute that provides the first part of a user name and include a separator between the two parts of a user name.
    • You can convert the e-mail address to either upper or lowercase.