We need to anonymize CRM data prior to an upgrade

apollo7
apollo7 used Ask the Experts™
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CRM 2011 upgrade

We are trying to upgrade a CRM 2011 system however the IT group will not allow us to use production data in dev to test the upgrade.  Does anyone have experience working with very confidental data that cant be shown to most users?  

I have worked on some projects where we wrote an encrypt/decrypt program to make the data anonymous during the upgrade and then it was decrypted afterwards when in the new system.

Any suggestions would be helpful.
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Chief Technology Ninja
Distinguished Expert 2018
Commented:
Hi apollo7,

Is this sensitive data is transactional data(user records, contacts, accounts) OR configuration data(passwords, urls, keys) - I believe it is the transactional data but still I would want to confirm.
What is the volume of data?

Also randomization and encryption are two different things. Both can serve the purpose but you have to choose one.

There is an option to use Kingswaysoft https://www.kingswaysoft.com/products/ssis-productivity-pack/help-manual/data-generation-and-anonymization/data-anonymizer here but if it is not feasible, you can quickly write a tool on your own that will randomize data in selected columns.

Regards,
Chinmay.

Author

Commented:
Chinmay,

Thanks for the tool -, have you used this to anonymize data and can you describe (briefly) how it works?
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hello apollo7,

I have not used it ever. I generally request a separate sample dataset for testing in very early stages of my discussion so that I can start running tests as soon as we have some configuration/customization done in CRM.

How it works, that part is simple. Whichever entity you choose to anonymize, it will scan the entity and present you with the columns, you select the column and datatype and it will put in random data for selected columns that's all.

Regards,
Chinmay.

Author

Commented:
Thanks for the solution.

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