Find and Reserve Test Data Interactively

As a tester, you can consume forms created by the Test Data Engineer on the Self-Service Catalog tab of the CA TDM Portal to find and reserve test data interactively. For more information about how the TDE creates these forms, see .
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As a tester, you can consume forms created by the Test Data Engineer on the Self-Service Catalog tab of the CA TDM Portal to find and reserve test data interactively. For more information about how the TDE creates these forms, see Configure Dynamic Test Data Reservation Service.
As a tester, to find and reserve test data interactively, and to manage your reservations, follow these procedures:
In the current version of the
 find and reserve
 capability, there is a limitation with the usage of the connection profiles with the Oracle database. The Oracle connection profiles created in the CA TDM Portal need users to have schema ownership. If a user does not have permissions on all the schemas used for
find and reserve
, then the functionality does not work.
The following video provides a summary of the find and reserve process for a tester:

Find and Reserve Test Data
As a tester, you can find and reserve test data for exclusive use for your test cases using dynamic forms from the Self-Service Catalog interface.
You can also specify multiple reservation criteria as part of a single reservation request. This ability helps you manage your reservations more efficiently. Instead of sending multiple reservation requests to reserve the required test data in an environment, you can use one single request that contains data coming from different search criteria. You can simply keep on adding your selected records to a cart by changing your reservation criteria. The cart acts as a single placeholder that consolidates all the selected records from different reservation criteria at one place. You can then review the combined list and delete any records that do not meet your testing requirement. You can finally proceed with the process of reserving those records through a single reservation request. 
For example, you (tester) want to find and reserve all the products that are shipped by CourierA or CourierB. In this case, you do not need to send two separate reservation requests—one for CourierA and other for CourierB. You can achieve this by using a single request. To do so, you use CourierA in your search criteria, find all the products that CourierA has shipped, select the required product rows, and add them to the cart. You now change the search criteria and use CourierB, find all the products for CourierB, select the rows, and add them to the same cart. The cart now includes records coming from multiple search criteria. You review your records and proceed with the reservation request.
 If email notifications are enabled for the test data reservation process, an email about the reservation status is sent to the intended recipients when the reservation process completes.
Follow these steps:
  1. Access the CA TDM Portal as a tester.
  2. Select the required project and version from the 
    Project
     drop-down list. 
  3. Navigate to 
    Self Service Catalog
     in the left pane.
    The
    Self Service Catalog
    page opens to show the available forms enabled for you.
    If you select the 
    All Projects
     option, the page shows all the forms irrespective of the project version that you selected from the 
    Project
     drop-down list. If you want to see the forms associated with the selected project version, clear the 
    All Projects
     option.
  4. Identify the form that fits your test data requirements and click the
    New Request
    button.
    The respective form opens.
  5. From the 
    Environment
     drop-down list, select the environment which you want to search for the required test data.
  6. Enter values in the fields to specify the filter criteria to find the data. These fields correspond to the columns that the Test Data Engineer adds and makes visible, during creation of the Test Data Model.
    • Text data types
      TDM matches text you enter in this field with an implicit wildcard at the start and end. For example: if you enter "
      car
      " in this field, your results include "s
      car
      ", "
      car
      d" and "s
      car
      f".
    • Numeric data types
      Choose an operator to define the search field's criteria. This can be "Equal to", "Greater than or equal to", "Less than or equal to" or "Number between (inclusive)" (adds a second field).
    • Fields of type "Date", "Time", "Datetime" or "Timestamp"
      • Choose an operator to define the search field's criteria. This can be "Exact date", "Date on or before", "Date on or after" or "Date between (inclusive)" (adds a second field).
      • Pick a date from the dropdown calendar, or specify the value in the format 'yyyy-MM-dd' (for example, 2017-07-22).
    • Drop-down lists
      Fields configured as drop-down lists auto-suggest values for that element as you type. You can check all values for which you wish to filter (this does not apply to number/date values).
      Fields configured as drop-down lists 
      only
      filter items selected from the drop-down list. Other text in the field is not filtered.
  7. Select the 
    Include Reserved Data
     check box if you want your results to include data that is already reserved. This option is only available if the Test Data Engineer enabled it in the Test Data Model (see Create a Test Data Model).
    With this option selected, results include three more columns -
    Status
    ,
    Reserved By
    and
    Reserved On
    . Data that is reserved and that matches the filter criteria, appears in results with the status 'Reserved' and the details of who reserved it, and when. You can use this information to request that the user who reserved the data clones or releases that data for you to test.
    Do not use reserved data for testing.
  8. Click the 
    Find Data
     button.
    The CA TDM Portal searches the data based on the specified filter criteria and displays only the matched test data. Currently, only fields from the root entity of the test data model are displayed.
    Click the down arrow on the scroll bar to scroll down and see the complete list of matched data rows.
    To show or hide the columns to display in the UI grid, click the Column Selector icon (icon with three horizontal bars at the top right hand side of the UI grid) and select the columns as required. When you select the columns, the Tick mark indicates that the respective column is shown in the grid and the Cross mark (X) indicates that the respective column is hidden in the grid. 
  9. Identify the test data that matches your specific test case criteria and select the check box in the corresponding row. Select all the records that you want to add to the reservation.
     If any model key value is NULL in a reservation, the reservation is not allowed.
  10. Click the 
    Add to Reservation
    button.
    All selected records are added to the cart. The cart icon (basket) at the top of the table is enabled and shows the number of records that are added to it. 
    You can change your search criteria to find related data, select the appropriate records, and add them to the cart, where records from the first search criteria are already added. You can keep on adding more records to the cart by changing your criteria for the same environment. If a record is already added to the cart as a result of your previous search, the same record is shown as selected in subsequent searches.
  11. Click the 
    Complete Reservation
     button (or the cart icon at the top of the table) after you are done adding records to the cart.
    The
    Items added to Reservation
    dialog opens.
  12. Perform the following tasks:
    1. Enter a name for your reservation.
      If you do not enter a name, the default name is used as
      <Test Data Model Name_Environment Name_MM-DD_Time>
      . For example, Mytestdatamodel_Myenvironment_10-28_10:34am.
      The
      MM-DD_Time
      represents the date and time of you local computer when the reservation request is submitted.
    2. Review the records that are added from different search criteria.
    3. Click the Delete icon (cross) corresponding to the record that you do not want to reserve. To remove all the records, click
      Remove all
      .
  13. Click
    Reserve
    .
    A message with a reservation name is displayed.
  14. (Optional) Click the reservation name shown in the message.
    The
    My Reservations
    page opens to show the list of submitted reservations.
     You can access your reservations from the 
    My Reservations
     page at any time to review the reservation details and/or release the reservations. 
  15. Identify the reservation that you submitted. You can see the reservation in one of the following states:
    • Created
    • Success
    • Failed
      If the reservation is failed, you can see the reason under the Comments column of the respective reservation request. 
You have successfully reserved the test data.
Review and Download the Reserved Test Data
As a tester, when you submit a reservation from the Self Service Catalog a reservation request is submitted for processing. You can see the reservation requests submitted in the CA TDM Portal on the My Reservations page. You can also download the reserved model keys in a CSV file.
Follow these steps:
  1. Access the CA TDM Portal.
  2. Click the 
    My Reservations
     option from the left hand menu.
    The My Reservation page shows the list of reservation requests which you submitted. You can see the reservation request in one of the following states:
    • Created
    • Success
    • Failed
  3. When the reservation request shows the status as "
    Success
    ", click a reservation request under the
    Name
     column to see the details of the reservation.
    The
    <Reservation_Name>
    page opens and displays the model keys that you have reserved.
  4. Click the Download Model Keys as CSV icon (down arrow) next to the
    Model Keys
    table.
    The
    Save As
    dialog opens.
  5. Specify the CSV file name and the location where you want to save the CSV file. By default, the name of the CSV file is
    <Reservation_Name>
    .csv.
  6. Click
    Save
    .
    The CSV file is saved to the specified location. 
  7. Navigate to the location and review the CSV file. 
    The downloaded CSV file includes all the reserved model keys.
Release the Reserved Test Data
As a tester, after using the test data you reserved for your test cases, you can release the reservation so that the reserved resources are made available for any future reservations.
 If email notifications are enabled for the test data reservation process, an email about the release status is sent to the intended recipients when the release process completes.
Follow these steps:
  1. Access the CA TDM Portal.
  2. Click the 
    My Reservations
     option from the left hand menu.
    The My Reservation page shows the list of reservation requests which you submitted.
  3. Identify the reservation request that you want to release. You can use the search functionality to find a reservation request by its Reservation Name, Environment Name, or Test Data Model Name.
  4. Click the
    Release
    button under the
    Actions
    column in the row corresponding to the reservation request. Alternatively, click the reservation request, go to reservation details page, and click 
    Release
     button under the 
    Actions
     column.
    A success message appears to confirm that the reservation is released.
  5. Click the 
    Refresh
    icon to verify the reservation status. The status of the reservation request, first changes to
    "Invalid"
    and then to "
    Purged".
    The reservation resources are successfully released and available for any future reservations.
    By default, released reservations are permanently deleted after 30 days, and this deletion process runs once every 12 hours. You can configure these values (i.e. deletion process running interval and number of days to keep the reservations in purged or failed state).For more information, see Configure CA TDM Portal for Deleting the Purged Reservations.