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Creating a data access plan and a selection policy

In this exercise, you will create a data access plan and a selection policy. A data access plan contains policies that determine which data to copy or transform from a source logical data model in an Optim™ data management service or process. A selection policy specifies the entities and attributes to use in an Optim data management service or process.

To create a data access plan and a selection policy:

  1. In the Data Project Explorer, expand the Data Models folder, expand the OPTIMUSER logical data model to open the model, and expand the Package1 node to display the Data Access Plans folder.
  2. Right-click the Data Access Plans folder and click New > Data Access Plan. The Data Access Plan wizard opens.
  3. On the Data Access Plan Name page, type Source Plan in the Name field. Click Next.
  4. On the Select a Package page, select the package with the schema name of the Optim sample database. Click Next.
  5. On the Select Entity Options page, select Select entities based on relationships with a start entity. Click Next.
  6. On the Select a Start Entity page, select OPTIM_CUSTOMERS from the Start Entity area, and click Apply to add the related tables to the Related Entities area. Click Next.
    data access plan wizard
  7. On the Select Reference Entities page, click Finish.
  8. From the main menu, click File > Save All.

You have created a data access plan, Source Plan, which contains a selection policy that specifies OPTIM_CUSTOMERS as the start table and includes related tables in the OPTIMUSER schema.

Source Plan data access plan

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