Implementation checklist
Published 28 February 2024
Overview
This checklist guides new users through setting up and deploying Redgate Test Data Manager for a successful Proof of Concept (PoC).
Our product includes a user-friendly GUI along with powerful CLI tools including anonymize and subsetting.
Before You Start: What you need to know
- Test Environment: Use a dedicated test environment to keep live data safe similar to the proof of concept environment below.
- System Requirements: Make sure your system meets our minimum requirements in the installation guides here for a smooth setup. And check out some suggested set up tips in our architecture diagrams.
- Check Foreign Key Relationships: Subset requires Foreign Key relationships. We've created some scripts to help you identify FK links across your database.
- Redgate University Courses: For videos and top tips from the experts, take a look at our Test Data Manager courses on Redgate University.
Download Test Data Manager
Get the latest versions:
📥 GUI (Windows only)
Download the GUI installer | See installation guide
📥 Command line tools (Windows/Linux)
- Download Anonymize CLI | Installation guide
- Download Subsetting CLI | Installation guide
Example Proof of Concept environment
Installation Overview
GUI Installation
📥Download GUI installer (Windows only)
Complete GUI Installation Guide - Follow our step-by-step guide that covers:
- Hardware and software requirements
- Installation procedure with screenshots
- Initial configuration and testing
Command Line Installation
For automation, scripting, and CI/CD integration
- Anonymize: For installation and initial setup of the Anonymize tool, refer to this link.
- Subsetting: Installation instructions for the Subsetting tool and requirements.
Getting Started
Using the GUI
The Test Data Manager GUI provides visual workflows for subsetting and anonymization.
Step 1: Create a database model 🔴 Required
You'll need: Database connection details (non-production environment)
- Follow our guide: Creating a database model
Step 2: Choose your treatment type (Requires a database model)
Choose based on your goal:
- Mask sensitive data? → Creating an anonymization treatment
- Reduce database size? → Creating a subsetting treatment
Step 3: Run your treatment
Using the Command Line
For automation and scripting workflows
Subsetting
Getting Started with the Subset CLI - Create your first subset
Anonymize
For a step by step guide to Anonymize, check out our Worked Example.
For more details and advanced configuration options, refer to the Anonymize command line reference.
Next Steps
✅ Complete your first PoC:
- Create a database model
- Create an anonymization treatment OR Create a subsetting treatment
- Run your treatment and review results
📚 Explore advanced features:
- Reviewing and editing masking rules - Customize anonymization
- Configuring starting tables subsetting - Extract specific data
- Custom datasets with AI - Generate realistic test data
🎓Learn More:
- Dive deeper into Test Data Manager by exploring our Redgate University videos for comprehensive tutorials and demonstrations
