User and Group Management

As an administrator, you can manage users and groups in the CA TDM Portal. Groups are the central component of the CA TDM Portal security model. Group membership determines the projects and functions that users can access. The security model is based on groups and has the following features:
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As an administrator, you can manage users and groups in the CA TDM Portal. Groups are the central component of the CA TDM Portal security model. Group membership determines the projects and functions that users can access. The security model is based on groups and has the following features:
  • Users must be associated with a group to access projects and security functions.
  • Each group belongs to one project and has associated security functions.
  • If a group is associated with all projects, the group is a Super Administrator.
The following diagram shows the security model:
User_Group_Management
User_Group_Management
Note:
Other than administrators, users having access to the "Users and Groups" security function can also manage users and groups.
Manage Groups
You can manage groups as follows:
  • Create a group.
  • Assign functions to a group.
  • Add users to a group.
  • Delete a group.
Create a Group
Create groups to connect to team projects and security functions.
  1. Access the CA TDM Portal by logging in as an administrator.
  2. Click the 
    Configuration
     option in the left pane to expand it.
    Note:
    If the left pane is hidden, click the icon (represented by three horizontal bars) in the top left corner to view the pane. 
  3. Click the
    Access Control
    option to view the available options.
  4. Click the 
    User Groups
     option.
    The 
    User Groups
     page opens.
  5. Click
    Create User Group
    .
    The
    Create New User Group
    page opens.
  6. Enter information in the following fields:
    • Name
      Specifies the name of the group that you want to create.
    • Description
      Specifies the relevant description about the group.
    • Project
      Lets you select an appropriate project from the drop-down list. The created group is associated to the selected project. 
  7. Click 
    Save
    .
    The created group is added to the table on the 
    User Groups
    page. This table lists all the groups that you create. The table also includes information about the projects that are associated with the group. 
You have successfully created a user group and associated it to a project. You can now add security functions to the group or add new users to the group. You can use the search field at the top-right corner to search for a specific user group in the list. 
Note:
 You must map appropriate user groups to those connection profiles that the groups are allowed to use. For more information, see Create and edit Connection Profiles.
Assign Functions to a Group
When you create groups, they have no assigned access functions by default. You must assign access functions to a group. These functions provide required privileges to the users who are added to the group.
  1. Follow Step 1 through Step 4 as mentioned in the Create a Group procedure.
  2. Click the required user group to which you want to assign security access functions.
    The
    <User_Group_Name>
     page opens. This page lists all the available security functions that you can assign to the group.
  3. Expand the
    Granted Functions
    section and select the appropriate security functions available under different categories. For more information about security functions applicable for the CA TDM Portal, see CA TDM Portal Security Functions.
    The functions are assigned to the group.
    Note:
    If you select the
    Select All Functions
    option, that group is made the administrator group. Because all the security functions are assigned to this group, this group has the highest level of privileges in the CA TDM Portal.
You have successfully added security functions to a group. You can now add users to the group.
Add Users to a Group
When you add users to a group, they get privileges to perform actions in the CA TDM Portal based on the security functions and projects that are associated with the group.
  1. Follow Step 1 through Step 4 as mentioned in the Create a Group procedure.
  2. Click the required user group to which you want to add users.
    The 
    <User_Group_Name>
     page opens.
  3. Click the
    Users
    button next to the group name.
  4. Click the
    Add User
    button.
    The
    Users
    dialog opens.
  5. Select the user that you want to add to the group.
  6. Click
    Add
    .
    The user is added to the group.
  7. Review that the user is now available in the table.
You have successfully added a user to a group.
Delete a Group
If you do not have requirements to use a specific group, you can delete that group from your environment.
  1. Follow Step 1 through Step 4 as mentioned in the Create a Group procedure.
  2. Locate the group that you want to delete.
    Note:
    You cannot delete the Admin user group that is added by default. You can identify this by observing that the Admin user group row does not have the Delete Group icon (X icon).
  3. Click the Delete Group icon (X icon) in the row corresponding to the identified group.
  4. Confirm the deletion.
    The group is removed from the list.
You have successfully deleted a group.
Default Groups
When you create a project in the CA TDM Portal, the CA TDM Portal automatically associates two default groups (Admin and Tester) with the project. These default groups contain specific security functions. Users who are assigned to the default groups can access only that functionality in the project that the associated default groups support.
  • Admin Group
    This default group includes all the security functions. You can designate a group as an Admin group with all functions granted.
  • Tester Group
    The following security functions are assigned to the default Tester group:
    • Tester Self-Service
    • Publish Data
    • Test Match
    Note:
     Existing TDoD users can access the 
    Self Service Catalog
     option in the CA TDM Portal if they are part of the Tester group for a project or they have access to the previously mentioned access functions through any other security group.
Manage Users
You can create users and can add them to groups. Group membership gives users access to projects and functions that are associated with the group. You can manage users as follows:
  • Create a user.
  • Edit a user.
  • Delete a user.
Create a User
When you create a user, you also specify the group with which you want to associate the user. The user can then access security functions and projects that are linked to the selected group.
  1. Access the CA TDM Portal by logging in as an administrator.
  2. Click the 
    Configuration
     option in the left pane to expand it.
    Note:
     If the left pane is hidden, click the icon (represented by three horizontal bars) in the top left corner to view the pane.
  3. Click the 
    Access Control
     option to view the available options.
  4. Click the
    Users 
    option.
    The 
    Users 
    page opens.
  5. Click the
    Create User 
    button.
    The
    Create New User
    page opens.
  6. Enter the following information:
    • User Name
      Specifies the name of the user that you want to create.
    • Email Address
      Specifies the email address of the user that you want to create. The CA TDM Portal sends all user-related emails to this email ID.
    • Full Name
      Specifies the full name of the user that you want to create.
    • Location
      Specifies the location of the user that you want to create.
    • Extension
      Specifies the phone number of the user that you want to create.
    • Group Membership
      Lets you select appropriate groups from the list of available groups. The created user is added to the selected groups. You can also search for a specific group by using the
      Search User Groups
      field.
  7. Click
    Save
    .
    The user is added to the
    Users
    page. This table lists all the users that you create. An email to set the password is also sent to the email ID of the user (if the email server is configured correctly). The email includes the user name and a link to set the password. The user follows the link and sets the password. The user can then use the same credentials to log into the CA TDM Portal.
    Note:
    You can customize the default email templates based on your unique requirements. The location of all the default emails is <install_drive>:\Program Files\CA\CA Test Data Manager Portal\Mail Templates.
You have successfully created a user and added it to a group.
Edit a User
After you create a user, if you have a requirement to update user-related information, you can do so. You can reset the password of the user, add the user to an additional group, or remove a group that is associated with the user.
  1. Follow Step 1 through Step 4 as mentioned in the Create a User procedure.
  2. Click the appropriate row corresponding to the user for which you want to update the information.
    Note:
     You can also use the search field at the top-right corner to search for a specific user in the list.
    The
    <User_Name>
    page opens with all the details about the user.
  3. Update the information as required:
    • Reset the password
      Click the
      Reset Password
      button to send a reset password email to the email ID of the user. The user can follow the link in the email and can reset the password. This email is sent if the email server is configured correctly; otherwise, you need to copy the link and send it to the user.
      Note:
      The
      Reset Password
      button is disabled if the
      Email Address
      field is blank.
    • Add to a group
      Click the
      Add to Group
      button to select a group to which you want to add the user. When you click the button, the 
      Group Membership
       dialog opens. You can select and add the appropriate group from this dialog.
    • Remove a group that is associated with the user
      Click the Remove icon (X icon) corresponding to the group from which you want to remove the membership of the user. When you confirm the deletion, the group is removed from the list. The user is no longer a part of the removed group.
  4. Review your changes.
You have successfully edited the user information.
Delete a User
If you no longer want a specific user in your environment, you can delete that user.
  1. Follow Step 1 through Step 4 as mentioned in the Create a User procedure.
  2. Locate the user that you want to delete.
    Note:
    You cannot delete the Administrator user that is added by default. You can identify this by observing that the Administrator user row does not have the Delete User icon (X icon).
  3. Click the Delete User icon (X icon) in the row corresponding to the user that you want to delete.
  4. Confirm the deletion.
    The user is removed from the list.
You have successfully deleted a user.