Masking flow allows data administrators to produce masked copies of data for data scientists, business analysts, and application testers. Data is protected with data protection rules that apply automatically to all data imported to the catalog.
Masking flow also introduces advanced masking options for data protection rules, such as enhanced format preservation, one-way hash tokenization, ability to maintain relationships, and to increase utility of masked data. Data protection rules
with advanced masking work only in projects.
Required services
IBM Knowledge Catalog
Data Privacy (Masking flow)
Data format
Relational: Tables in relational data sources
Data size
Any size
Before creating masking flows, the data admin must complete these prerequisite tasks.
After the prerequisite tasks are completed, both data admins and data users can do one of the following tasks:
Create a new project and add data assets to be masked in the project.
Choose an existing project with data assets.
After completing one of the tasks, click New asset > Copy and mask data.
User roles in Masking flow
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As a data administrator (or data engineer), you have a strong knowledge of data assets and data requirements of the data users. You are responsible for preparing data for masking and configuring user access to masked data. See the tasks that data admins must complete.
As a data user, such as data scientists, business analysts, testers, and developers, you rely on the data admin to curate and provide protected data that you need to do your work. See the tasks that data users can do.
Supported data sources
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Masking flow supports the following relational and non-relational data sources:
Apache Hive
Db2 LUW
Db2 Warehouse
MySQL
Netezza
Oracle
PostgreSQL
SQL Server
Teradata
Prerequisite tasks for data admins
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Required permissions
You must be an IBM Cloud account administrator.
At the time that Masking flow is installed, there is at least one admin account set up in your organization. This admin can give other users admin access.
Prepare for privatizing data by completing the following tasks:
Add data assets to catalogs by automatically importing data assets with metadata. You create connections to your data in the metadata catalog. When importing the data assets, select the catalog
that is created in the previous step as the import target. See Publishing assets from a project into a catalog.
Setting up data protection rules. Data protection rules apply to all governed catalogs and are enforced by Masking flow when you create masked copies of data by using masking flows. Advanced data masking options are only enabled for data classes.
By default, data protection rules are not enforced for the asset owner, the user who added the asset to the catalog. This means for the asset owner, catalog previews are not protected for the data assets that they own.
When you move an asset from a catalog to a project, the asset in the project is a copy of the catalog asset. Project assets are not linked to data protection rules.
If the person moving the asset is the asset owner, the asset preview is unmasked for all users in the project.
If the person moving the asset is not the asset owner, the asset preview is masked for all users in the project.
Because data protection rules aren't enforced for asset owners, when asset owners run a masking flow, the data copy loaded to a target database is not masked. Data is only masked when data users run the masking flow.
Best practice to avoid unintentional data leakage
Consider the following best practices to avoid data leakage:
The project used by the admin to import metadata to the catalog should not be used for masking flows. If you want to use the same project for metadata imports and masking flows, ensure that all users in the project have permissions to see
unmasked data.
Data admins should not move data from catalogs to projects for creating masking flows. Data admins should add data users as viewers to the catalog, and then only data users should move data from the catalog to the project. They can optionally
add other users to the project.
Avoiding out-of-memory errors
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During a masking flow job, Spark might attempt to read all of a data source into memory. Errors might occur when there isn't you don't enough memory to support the job. The largest volume of data that can fit into the largest deployed Spark
processing node is approximately 12GBs.
For the masking flow jobs that have high memory usage, to avoid out-of memory errors:
Limit the number of executors and size of executors for the job.
Set the columns in the source table to partition the data.
When Masking flow jobs involves moving large amount of data, ensure that you select the columns by which data can be partitioned during the masking flow job.
Output truncated to accommodate column length restrictions
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The column length is the maximum length that is defined for a column in a database for the string type data.
Previously, the generated masking output did not account for the column length, and the masking flow job would fail if any of the output values surpassed the column length.
Now, the generated output is truncated to ensure that it doesn't exceed column length restrictions.
Prerequisite tasks for data users
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Data users must already be a member of the platform or have the level of permission for the data scientist role.
Required permissions
You must have an IBM Cloud account and be entitled to IBM Knowledge Catalog Lite plan.
Optional permissions
Data admins can give you Editor or Viewer access to catalogs.
Data admins or other data users can also give you access to individual projects that they create.
Prepare masked data copies by completing the following tasks:
Use this interactive map to learn about the relationships between your tasks, the tools you need, the services that provide the tools, and where you use the tools.
Select any task, tool, service, or workspace
You'll learn what you need, how to get it, and where to use it.
Some tools perform the same tasks but have different features and levels of automation.
Jupyter notebook editor
Prepare data
Visualize data
Build models
Deploy assets
Create a notebook in which you run Python, R, or Scala code to prepare, visualize, and analyze data, or build a model.
AutoAI
Build models
Automatically analyze your tabular data and generate candidate model pipelines customized for your predictive modeling problem.
SPSS Modeler
Prepare data
Visualize data
Build models
Create a visual flow that uses modeling algorithms to prepare data and build and train a model, using a guided approach to machine learning that doesn’t require coding.
Decision Optimization
Build models
Visualize data
Deploy assets
Create and manage scenarios to find the best solution to your optimization problem by comparing different combinations of your model, data, and solutions.
Data Refinery
Prepare data
Visualize data
Create a flow of ordered operations to cleanse and shape data. Visualize data to identify problems and discover insights.
Orchestration Pipelines
Prepare data
Build models
Deploy assets
Automate the model lifecycle, including preparing data, training models, and creating deployments.
RStudio
Prepare data
Build models
Deploy assets
Work with R notebooks and scripts in an integrated development environment.
Federated learning
Build models
Create a federated learning experiment to train a common model on a set of remote data sources. Share training results without sharing data.
Deployments
Deploy assets
Monitor models
Deploy and run your data science and AI solutions in a test or production environment.
Catalogs
Catalog data
Governance
Find and share your data and other assets.
Metadata import
Prepare data
Catalog data
Governance
Import asset metadata from a connection into a project or a catalog.
Metadata enrichment
Prepare data
Catalog data
Governance
Enrich imported asset metadata with business context, data profiling, and quality assessment.
Data quality rules
Prepare data
Governance
Measure and monitor the quality of your data.
Masking flow
Prepare data
Create and run masking flows to prepare copies of data assets that are masked by advanced data protection rules.
Governance
Governance
Create your business vocabulary to enrich assets and rules to protect data.
Data lineage
Governance
Track data movement and usage for transparency and determining data accuracy.
AI factsheet
Governance
Monitor models
Track AI models from request to production.
DataStage flow
Prepare data
Create a flow with a set of connectors and stages to transform and integrate data. Provide enriched and tailored information for your enterprise.
Data virtualization
Prepare data
Create a virtual table to segment or combine data from one or more tables.
OpenScale
Monitor models
Measure outcomes from your AI models and help ensure the fairness, explainability, and compliance of all your models.
Data replication
Prepare data
Replicate data to target systems with low latency, transactional integrity and optimized data capture.
Master data
Prepare data
Consolidate data from the disparate sources that fuel your business and establish a single, trusted, 360-degree view of your customers.
Services you can use
Services add features and tools to the platform.
watsonx.ai Studio
Develop powerful AI solutions with an integrated collaborative studio and industry-standard APIs and SDKs. Formerly known as Watson Studio.
watsonx.ai Runtime
Quickly build, run and manage generative AI and machine learning applications with built-in performance and scalability. Formerly known as Watson Machine Learning.
IBM Knowledge Catalog
Discover, profile, catalog, and share trusted data in your organization.
DataStage
Create ETL and data pipeline services for real-time, micro-batch, and batch data orchestration.
Data Virtualization
View, access, manipulate, and analyze your data without moving it.
Watson OpenScale
Monitor your AI models for bias, fairness, and trust with added transparency on how your AI models make decisions.
Data Replication
Provide efficient change data capture and near real-time data delivery with transactional integrity.
Match360 with Watson
Improve trust in AI pipelines by identifying duplicate records and providing reliable data about your customers, suppliers, or partners.
Manta Data Lineage
Increase data pipeline transparency so you can determine data accuracy throughout your models and systems.
Where you'll work
Collaborative workspaces contain tools for specific tasks.
Project
Where you work with data.
> Projects > View all projects
Catalog
Where you find and share assets.
> Catalogs > View all catalogs
Space
Where you deploy and run assets that are ready for testing or production.
> Deployments
Categories
Where you manage governance artifacts.
> Governance > Categories
Data virtualization
Where you virtualize data.
> Data > Data virtualization
Master data
Where you consolidate data into a 360 degree view.