Groups

Groups are the central component of the  security model. Group membership determines the projects and functions that users have access to.
tdm35
Groups are the central component of the 
Test Data Manager
 security model. Group membership determines the projects and functions that users have access to.
Manage Groups
You can manage groups at the group and at the individual groups levels. Right click on a group in the Maintain Security left panel to open a drop-down with the following options:
  • Add Group
  • Edit Group
  • Delete Group
  • Copy Group 
Add Groups
Add groups to connect to team projects and functions, and to provide access.
Follow these steps:
  1. In the
    Maintain Security
    window, right-click a group in the left panel.
  2. Select
    Add Group
    in the pop-up list.
    The
    New User Group
    configuration window opens
  3. Complete the
    Group Name
    and
    Group Description
    fields.
  4.  From the drop-down list in the
    Project
    field, and select a Project
    .
     
  5. Click the check mark icon.
  6. Click
    OK
    in the New User Group pop-up.
The new group is created and is shows in the left pane. You can add users and can assign functions to the group.
To assign users, see Assign users to groups.
Edit Groups
You can edit the details of existing groups.
Follow these steps:
  1. Right-click the group name in the left panel.
  2. Edit the details, and click the green check mark icon.
  3. Click
    OK.
    The changes to the group are saved.
Delete Groups
To remove a group from the system, delete the group.
Follow these steps:
  1.  Right-click the group you want to delete. 
    The Delete Group pop-up opens.
  2. Click
     Yes
     to delete the group. Click 
    No
     to cancel and return to the admin window.
  3. Click
    OK
    to verify the action.
    The group is deleted from the system.
Copy Groups
You can copy existing groups to use templates to create new groups.
Follow these steps:
  1. Right-click a group in the admin window.
  2. Select 
    Copy Group
     from the drop-down list.
    The Group window opens. The new user name is 
    Copy of group_<name of copied group>
  3. Edit the detail for the new group and click the check mark icon.
  4. Click
    OK
    .
    A new group is created with the same properties as the copied group.
Assign Functions to a Group
Groups have no assigned functions by default. You can assign functions to groups either in the 
Group Detail
 page, or in the left panel of the 
Maintain Security
 window.
Follow these steps:
  1. Click and highlight a group
    The
    Available Functions
    and
    Granted Functions
    panels open in the right panel.
  2. Select a function from the 
    Available Functions
     panel.
  3. Click the move document down icon between the panels.
    The function is moved to the 
    Granted Functions
     panel.
  4. Click the save Changes icon.
    The changes are saved and the functions are assigned to the group.
To select and move multiple functions, use the normal CTRL, shift, or CTRL/A keyboard functions.
To remove functions form the Granted Functions pane, highlight the function and click the move document up icon.
Administrator Group
You can designate a group as an Admin Group with all functions granted.
Follow these steps:
  1. Click and highlight a group in the left panel.
  2. Click the
    Admin Group
    check box above the
    Available Functions
    panel.  
    The
    Available Functions
    panel closes and the
    Granted Functions
    panel is populated with the functions available to the Administrator group. 
  3. Click the save icon above the 
    Granted Functions
     panel and click
    OK
    .
    The changes are saved and the group is granted Administrator functions.
Tester Group
A group named
Tester
is available by default in the Datamaker UI. You can copy this group and assign it to your projects as required. You can also add users to this group. The following access functions are assigned to the Tester group:
  • Tester Self-Service
  • Publish Data
  • Test Match
Users who are part of this Tester group can access only the aforementioned functions for associated projects.
Note:
 Existing TDoD uses can access the
Tester Self-Service
option in the CA TDM Portal if they are part of the Tester group for a project or they have access to the above-mentioned access functions through any other security group.