Masking Lab Guide For Oracle XE 6.0.2

© 2017 Delphix Corp. All rights reserved

Table of Contents

TABLE OF CONTENTS 2
GETTING STARTED 3
WELCOME TO THE DELPHIX MASKING LAB GUIDE 3
LAB REQUIREMENTS 3
THE DELPHIX ADMIN TRAINING CLOUD LAB 3
IMPORTANT IP ADDRESSES 4
CLOUD LAB USERNAMES A ND PASSWORDS 4
GUIDE LAYOUT 5
LAB EXERCISES 6
PART I 6
EXERCISE 1 – LOGGING IN TO THE MASKING ENGINE 6
EXERCISE 2 – ADD AN APPLICATION 8
EXERCISE 3 – ADD A N ENVIRONMENT 9
EXERCISE 4 – CREATE A BASIC CONNECTOR 11
EXERCISE 5 – CREATE A RULE SET 13
EXERCISE 6 – MANAGE T HE INVENTORY 14
EXERCISE 7 – CREATE A PROFILING JOB 16
EXERCISE 8 – CREATE A MASKING JOB 22
PART II 27
EXERCISE 9 – CREATE A SECURE LOOKUP ALGORITHM 27
EXERCISE 10 – CREATE A SEGMENTED MAPPING ALGORITHM 29
EXERCISE 11 – EXPORT A N INVENTORY 31
EXERCISE 13 – REFRESH A RULE SET 36
EXERCISE 14 – COPY A RULE SET 38
EXERCISE 15 – EXPORT A N ENVIRONMENT 40
EXERCISE 16 – IMPORT A N ENVIRONMENT 42


Getting Started
Welcome to the Delphix Masking Lab Guide
This guide is a supplement to the Delphix Admin Training for Oracle course, and provides several
exercises to perform throughout the class. If you encounter any issues during the exercises, please
do not hesitate to ask your instructor for advice.
Lab Requirements
In order to perform these lab exercises, you will need:

✔ A modern HTML5 capable web browser (IE9+, Chrome, Firefox, Safari)
The Delphix Admin Training Cloud Lab
Your instructor should have provided you with a Class Name and a Student Number. In order
access your lab server, point your web browser to: http://classname.agile.today/studentnumber

For example, if your Class Name is “acmetech” and your Student Number is 5, you would go to the
site: http://acmetech.agile.today/5

The Delphix Labs Login Dialog

At the login screen, enter the username ‘delphix’ and password ‘delphix’.

Once you have logged in, you will be connected to your lab server. This server contains everything
you will need to perform your lab exercises including:

● Terminal with SSH to connect to Linux source/target database servers
● Chrome Web Browser to connect to your Delphix Engine
● A copy of this lab guide
● Notepad for class notes


IMPORTANT NOTE: Do not use the “Log Out” function on your lab server. If you do, it will break your lab
connection.

The Delphix Lab Server
Important IP Addresses
Delphix/Masking Engine 10.0.x.10
Linux Source 10.0.x.20
Linux Target A 10.0.x.30
Linux Target B 10.0.x.40
In the above IP addresses, the “x” denotes your Student Number. For example, if your student
number is “5,” your Delphix Engine will be located at “10.0.5.10”.
Cloud Lab Usernames and Passwords
Initial Delphix Masking Engine Admin username Admin
Initial Delphix Masking Engine Admin password Admin-12
Initial Delphix Virtualization Engine admin password delphix
Source and Target delphix user password (via SSH) delphix
Source and Target oracle user password (via SSH) delphix


Guide Layout

The Lab Exercises in this guide provide the full details needed to perform each operation.

● There are two parts to this lab. Part I covers basic tasks that would need to be performed by
an end user and Part II includes exercises that build on Part I.

● Bold text is used to highlight application names (e.g. Terminal), keywords found in the UI
(e.g. Add Environment) and also for words that are part of an action (e.g. Click Submit).

● Bold and Italicized text is used to highlight text that must be typed in the UI, rather than
selected (e.g. Enter devdb).

● Courier font is used to reference commands entered on the command line or in sqlplus
(e.g. Type sqlplus / as sysdba)

● Dark Red is used to emphasize Notes


Lab Exercises
Perform these exercises when instructed by your Delphix Instructor.
Part I
Exercise 1 – Logging in to the Masking Engine

In this exercise, you will:
● Access the Masking Engine GUI
● Log in to the Delphix Masking Engine

Steps
1. Connect to your Delphix Engine using Google Chrome on your lab server (see the Important
IP Addresses section of the Getting Started guide above).
a. http://10.0.x.10/masking (replace x with your student number)
2. Enter your User Id and Password
a. Default Username is Admin
b. Default Password is Admin-12

3. Close the Welcome Wizard by clicking on the X on the top right of the page


4. You should now be viewing the Environments page.

In the proceeding exercises we will add an application and associate with an environment.


Exercise 2 – Add an Application

● Add an Application

Steps
1. On the Environments List/Summary screen click on the Add Application button
2. Enter Medical App Dev for the Application name in the Add Application pop up box

3. Click Save

The application should be added successfully.


Exercise 3 – Add an Environment

● Add a new Environment

Steps
1. On the Environments List/Summary screen click on the Add Environment button

2. Select the Application Name from the drop-down list created in the previous exercise
3. Enter Oracle Dev DB for the Environment Name
4. Select Mask from the Purpose drop-drown list

5. Click on the Save button

The environment should be visible in the Environment List/Summary screen.



Exercise 4 – Create a Basic Connector

● Select an Environment
● Create a Basic Oracle Database Connection

Steps
Note: Ask your instructor or lab administrator if you are unable to complete this step.

Log into the Masking Engine
1. Click on the Oracle Dev DB environment created in the previous exercise
2. Click on the Connector tab
3. Click the Create Connection button

4. Enter Connection Details
a. Chose Database - Oracle from the Type drop-down list
b. Verify that the Basic radio button next to the Type
c. Enter Oracle 11g Dev for the Connection Name
d. Type DELPHIXDB (in uppercase) in the Schema Name text box
e. Enter the IP address of TargetA (10.0.x.30 but replace ‘x’ with your student number))
in the Host Name/IP field
f. Enter devdb as the SID
g. Enter 1521 as the Port number for the listener on Linux Target
h. Enter DELPHIXDB (in uppercase) as the DB login ID
i. Provide the password: delphixdb
j. Click the Test Connection button. A Success message indicates whether the test was
successful or not.


k. Save the connection

The connector should now be visible in the Connectors list for the environment.


Exercise 5 – Create a Rule Set

● Create a Rule Set for Patient data

Steps
1. On the Environment List/Summary screen, click on the Environment Name created in the
previous exercise
2. Click on the Rule Set tab
3. Click on the Create Rule Set button
4. Provide the details for the rule set as follows
a. Enter Patient Rule Set in the Name field for the Rule Set
b. Select Oracle 11g Dev from the Connector drop-down list
c. Check the boxes next to MEDICAL_RECORDS, PATIENT and PATIENT_DETAILS
tables

5. Click on the Save button

You will see the newly created Rule Set in the list for the environment



Exercise 6 – Manage the Inventory

● Review an Inventory after creation of a Rule Set
● Edit an Inventory to add or remove an assignment

Steps
previous exercise
2. Click on the Inventory tab
3. From the Select Rule Set drop-down menu choose the Patient Rule Set created previously
4. A list of tables will be displayed under the Contents section. Clicking on the name of each
table will allow you to view the table metadata.
a. Click on the PATIENT table
b. Verify if there are any primary keys, foreign keys or indexes identified
c. Validate the Data Type of each Column
5. Edit the ADDRESS column by clicking on the corresponding pencil icon

6. Change properties of the column
a. Set Domain to ADDRESS
b. Choose the ADDRESS LINE SL algorithm
c. Select User for ID Method


d. Click Save

This concludes the exercise


Exercise 7 – Create a Profiling Job

● View Profiler Settings
● Create a profiling job
● Execute a profiling job
● Assign Rule Set and Profile Set
● Review inventory after profiling job has run

Steps
1. Click on the Settings tab

2. Click on Profiler under Domains in the left margin of the Settings page

3. View the profiler expressions
a. Domain & Expression
b. Name


c. Level

4. Click on the Add Profiler Set button to view the default Profile Sets

5. Click Cancel and navigate back to the Environment L
ist/Summary screen

In the next part of the exercise we will create and execute a profiling job.

6. Click on the Oracle Dev DB Environment
7. Click on the Profile button
8. On the Create Profile Job screen enter the details as follows:
a. Select Patient Rule Set from the Rule Set drop-down list
b. Enter Patient Profile Job for the job name
c. Choose HIPAA from the Profile Sets drop-down list
d. Set No. of Streams to 1
e. Leave other fields at their default values


f. Click the Save button

9. The newly created profiling job will be displayed at the bottom of the Environment Overview
screen with a status of Created

10. Click on the blue play button under Action to execute the job. The status should change to
Running and the stop Action button will be enabled.


11. Click on the Monitor tab to see the list of jobs and their progress

12. Click on the job name to view the job details

13. View the Completed, Processing, Waiting and Results tabs for the job

Note: The Results tab displays the number of sensitive columns and tables discovered by the
profiler


In the next part of the exercise, we will review the Inventory after running the profile job.

14. Go to the Environment List/Summary screen by clicking on the Environments tab and
choose the Oracle Dev DB environment
15. Click on the Inventory tab for the environment
16. Select the Patients Rule Set from the Rule Set drop-down list
17. Click on the MEDICAL RECORDS table

Note: The Algorithm column has been populated for sensitive columns identified during profiling


18. Click on the PATIENT and PATIENT_DETAILS tables, and note the Algorithms for the
sensitive columns


Exercise 8 – Create a Masking Job

● Create an In-Place Masking Job
● Execute Masking Job
● View Results from Masking Job

Steps
1. On the Environment List/Summary screen, click on the Oracle Dev DB Environment Name
created in the previous exercise
2. Click on the Mask button

3. Enter Details in the Create Masking Job dialog
a. Job Name: Patient Masking
b. Masking Method: In-Place
c. Rule Set: Patient Rule Set
d. No. of Streams: 1
e. Update Threads 1
f. Leave other fields at the default values
The Create Masking Job dialog should look like the screenshot shown below.


g. Click on the Save button
4. The Masking job will appear on the Environment summary screen with a status of Created

5. Before executing our masking job, we need to check the values of the PATIENT table before
running our masking job, and again after to verify that the data has indeed been masked.
6. Open the SQL Developer app on the lab desktop
7. Click on the devdb connection

If you receive the error message below, acknowledge the message,


then right click on the connection name and select Properties

a.
b. Validate that the Hostname (IP address) corresponds to your lab IP address which
includes your student number. e.g for student number 5 the IP address will be
10.0.5.30. (Check the Important IP Addresses section of this guide for additional
information). Also verify that the SID is devdb
c. Click on the Connect button


8. Type the following commands in the worksheet window to query the PATIENT table
SELECT * FROM PATIENT

Click the green play button to execute the query. You should see the results in the query
result panel below the worksheet.


Click on the thumbtack icon on the query results panel so that you can compare the results
after the masking job has been completed.
https://share.getcloudapp.com/QwuK1pzR

Leave the SQL Developer app open, as you will need to come back to it to compare results
after running the masking job.

9. In the Masking console, click on the blue play button under the Action column that
corresponds to the newly created Masking job to execute it

The job Status will change to Running
10. Click on the Monitor tab to view the progress and status of the job

11. Click on the name of the job to view its details


12. Click on the Completed tab, Process and Waiting tabs in the job details screen and note the
results once the job has completed

13. Click on the environment name to go back to the Environment summary screen. The status
of the masking job should now be Succeeded


14. Using SQL Developer, execute the previous query. If not done already, you want to make sure
that the previous results have been pinned in the Query result tab by clicking on the
thumbtack icon. Re-executing the SQL statement will cause another query result tab to
appear beside the existing one so that you can compare values.
https://share.getcloudapp.com/nOu8yjXy

Note: The values for the Firstname, Lastname, Address, Zipcode, Phone_number, and Email have
been masked using the Secure Lookup Algorithm while the values for the City column have
been set to NULL.
Part II

Exercise 9 – Create a Secure Lookup algorithm

● Create a lookup file
● Build a secure lookup algorithm
● Update your inventory to use the new algorithm

Steps
1. Open the text editor on the desktop (mousepad)
2. Enter several names in the editor, one value per line and save to desktop as FN2.txt


3. Navigate to Settings > Algorithms in the masking UI
4. Select
5. With Secure Lookup Algorithm radial button selected enter an Algorithm Name: First
Name2 SL, a Description as shown below and click Select… to select the file created in
step 2 from your desktop

6. Save the algorithm and navigate to the Inventory of the Patient Rule Set
7. Select the Patient table from the table list on the left-hand margin
8. On the Algorithm drop down select the new First Name2 SL algorithm and click Save



Exercise 10 – Create a Segmented Mapping algorithm

● Create a segmented mapping algorithm
● Assign the algorithm to your inventory
● Execute a masking job
● View the masked data

Steps
1. Navigate to Settings > Algorithm
2. Select Add Algorithm
3. With the Segmented Mapping Algorithm radio button selected
a. Name the algorithm SSN SM
b. Define 3 Alpha-Numeric segments of 3, 2, and 4 length
c. Click the Ignore comma checkbox
d. Define a comma separated list of ignore characters -, ,/ (dash, space, forward slash)
e. Save the algorithm

4. Navigate to your Environments
5. Click the Oracle DEV DB environment then choose the Inventory tab
6. Select the PATIENT table from the table list on the left-hand margin
7. Click the edit pencil next to the SOCIAL_SECURITY_NUMBER column
8. From the Domain drop down select the SSN domain
9. From the Algorithm drop down select your SSN SM algorithm and click Save


10. Navigate to the Overview tab and select the blue play button to run the Patient Masking job
11. When the job completes, view the Patient table data in SQL Developer
12. Notice that the FIRST_NAME column now contains values from our lookup file
13. Notice that the SOCIAL_SECURITY_NUMBER column has now been masked

This concludes the exercise.


Exercise 11 – Export an Inventory

● Export an Inventory

Steps
previous exercise
2. Click on the Inventory tab
3. From the Select Rule Set drop-down menu choose the Patient Rule Set created previously
4. Click on the Export button

5. Accept the default Inventory Name and File Name

6. Click the Save button.
a. A pop-up window should appear with a link to Download the inventory file. If the
pop-up window does not appear, check the browser to see if it was blocked and allow
it to display pop-ups.

7. Right-click on the link that appears on the pop-up window and select Save link as…


8. Save the file to the Desktop


Exercise 12 – Modify an Inventory using the exported CSV file

● View exported Inventory
● Modify an exported Inventory

Note: You should have completed the Export an Inventory exercise before proceeding.

Steps
1. Open the exported CSV file from the previous exercise (opens with LibreOffice Calc by
default)

Note: LibreOffice is the open source equivalent for MS Office Excel

a. Uncheck the Tab and Semicolon checkboxes under Separator options in the Import
dialog box. Only the Comma box should be checked.
b. Click the OK button.

2. Remove a column from the masking inventory
a. Note that columns H, I, J contain a Domain, an Algorithm and true for sensitive
columns
b. Note that columns H, I, J contain -, -, false respectively for columns that are not
sensitive
c. For PATIENT table, DOB column, copy a - (dash) into columns H and I and copy false
from another row into column J.
d. Save the changes


Note: A confirmation dialog box will pop-up asking to confirm the file format. Click the “Use Text
CSV Format” button.

3. Switch back to the Masking UI in the web browser and navigate to the Inventory for the
Patient Rule Set and press the Import button

Note: You may need to log back into the UI if your session has timed out

4. Select the modified CSV file from your desktop

Note: You may need to scroll down on the import dialog box to see the Save button


5. Refresh the masking UI browser session
6. DOB should no longer be selected for masking

Note: This method of modifying an inventory can be used to speed up a large number of changes
as compared to making inventory changes via the UI.


Exercise 13 – Refresh a Rule Set

● Refresh a rule set

Steps
1. Using SQL Developer add a new column called BIRTHDAY to the PATIENT_DETAILS table,
data type is DATE

2. Navigate to the Inventory tab in the Masking UI and select our Patient Rule Set
3. Select the P
ATIENT_DETAILS table in the table list on the left

Note: The new column is not shown in the Inventory


4. Click the Rule Set tab and select the blue Refresh icon

5. Click the Inventory tab and note that the new column now appears in the Inventory

Note: This method is used to bring schema changes into the masking inventory



Exercise 14 – Copy a Rule Set

● Copy a rule set

Steps
1. Navigate to the Rule Set tab in the UI
2. Click the Copy icon

3. Name the new Rule Set Patient Copy and click Save

4. Click the Inventory tab, select the new Rule Set from the Select Rule Set drop down


5. Confirm that the Masking Inventory is copied along with column definitions

Note: This method is used to duplicate an Inventory



Exercise 15 – Export an Environment

● Select an Environment
● Export an Environment

1. Log into the Masking Engine
2. Click on the Export icon corresponding to the Oracle Dev DB environment

3. On the Export Environment dialog box accept the default Environment Name and File
Name

4. Click the Export button
Note that a pop-up window should appear with a link to Download the environment XML file.
If the pop-up window does not appear, check the browser to see if it was blocked and allow it
to display pop-ups.
5. Right-click on the link that appears on the pop-up window and select Save link as…


6. Save the file to the Desktop



Exercise 16 – Import an Environment

● Import an Environment from a previously created export file

Note: The previous exercise, Export an Environment, must be performed before proceeding

1. Add a new application for QA
a. Click the Add Application button

b. Enter the name Medical App QA

2. On the Environments List/Summary screen click on the Import Environment button

3. On the Import Environment dialog box, select Medical App QA from the Application Name
drop down


4. Enter Oracle QA DB for the Environment Name
5. Click on the Select button and browse to the location of the previously exported file

6. Click on the Save button.

The Oracle QA DB environment will be displayed on the Environment list/Summary screen

Note: You may need to navigate to another tab and click Environments tab again to see the
imported environment.


Note: This function is used to replicate a Masking environment and jobs for another copy of
the schema

This completes the lab session


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© 2017 Delphix Corp. All rights reserved

Exercise 3 – Add an Environment

Exercise 4 – Create a Basic Connector

Exercise 5 – Create a Rule Set

Exercise 6 – Manage the Inventory

Exercise 7 – Create a Profiling Job

Exercise 8 – Create a Masking Job

Exercise 9 – Create a Secure Lookup algorithm

In this exercise, you will:

Exercise 10 – Create a Segmented Mapping algorithm

This concludes the exercise.

Exercise 11 – Export an Inventory

This concludes the exercise.

This concludes the exercise.

Exercise 13 – Refresh a Rule Set

Exercise 14 – Copy a Rule Set

Exercise 15 – Export an Environment

Exercise 16 – Import an Environment

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