Overview Training

System Administration

Agenda

• Review the responsibilities of a CQ Lab System Admino User Administration o Device Administrationo Usage Reports

• Step-by-step guidance to manage these activities in the CQ Lab System Admin Console.

• Additional useful features and enhancements to make your tasks easier to deploy.

Getting Started

• Log into your CQ Lab– In the upper right corner, select More

System Administration– Inside the System Administration, there

are 6 key areas.

RESPONSIBILITIES OF THE CONTINUOUS QUALITY LABSYS ADMIN:

USER ADMINISTRATION

User Administration

• Control access on your system• Assign the user to a specific group(s)• Allocate specific devices and

permissions to that user.

How Do you Managed your Users today?

Your requirement is based on your Corporate IT User Admin Policy and is one of 2 scenarios below:

This is your starting point. There is no wrong answer.

1 Central Admin to manage ALL teams

Local Team Administration to

individually manage each team

or

Administration – Which is right for you?• Central Administration:

This admin controls all user administration, across all groups (teams)• Group Administration:

This admin controls all user administration within their respective group only.

Scenario 1What is the most effective use of the CQ Lab for a company that requires separate access for each line of business, yet a shared environment within each LoB for collaboration?

ANSWERCreate Groups for each LoB, which will allow each team to work completely separately, while also providing a shared repository for the team members.

GroupsBefore you create your Groups, let’s understand what they do for you. A group has 2 key influences:

1. When forming local team administration – Groups are used to assign user admin, reservation admin, and handset admin (we will delve into these shortly) to manage that group effectively.

2. To create a repository or storage hierarchy so that members of the same team can collaborate and share scripts and media. When a group is created, a group repository (shared team storage) is automatically created.

Why use Groups?• Groups create more efficient workload management. • Groups maximize device usage by providing a shared storage area that the entire

team can access• Groups enhance security (ie: setting different password policies across various

groups)

It’s important, even when starting out, to plan accordingly. Preparation is the key.

Step 1 to Add Users: Create your Groups• Now that you know a bit about the importance of using

Groups…..

• Who administers a Group?Administration of a group can be managed by Super Admin or group-level admin. Group level admin can only see and manage those users and devices within their group. The role of the Group Admin includes:• Managing, creating and Deleting Group members• Assigning roles to group members (IE: device administration,

reservations, automation, reports, etc…)

• How do you add a Group?• Group Tab• Add• Create a name for this group and click OK.

Let’s drill down a bit more….Roles

• Creating Groups, sets permissions for your teams….

• Creating Roles, sets permissions for the users within each team….

Roles• Roles have 2 meanings:1. Roles provide Functionality controls:What the user can do, which Automation framework you allow them to use, etc…Functionality roles are pre-created by the system and cannot be deleted.

2. Roles control Device access:Which device(s) are available to which users. Unlimited custom roles can be assigned to dedicated devices.

Pre-Set System Level controlsPre-Set System Roles:

System Role Role Description

Interactive Provides access to Interactive tab only (manual testing)Automation Provides access to the Automation tab (PM Automation)Advanced_Automation Provides access to advanced automation activities.Automation_Execution Provides access to the Execution Center to watch script run activities for all active users.Automation_Administrator Provides access to reports, executions and repository items of your users (also includes Automation_Execution permissions)Handset_Administrator For On-Premise CQ Lab configurations.Handset_Viewer Provides access to the Dashboard applicationQTP Provides access to the cloud from UFT Mobile (QTP)Eclipse Provides access to the cloud from MobileCloud for Eclipse integration in conjunction with the plug-in.Status_Visibility Provides visibility of users who are using or have reserved particular devicesUser_Administrator Provides access to manage users in the Users Tab

Managing Access to Devices

• Access to devices can be managed so that a user or groups of users have access to a defined set of devices.

• Customized roles, created for work delegation, are assigned to specific devices and users.

Administering Roles • Administrators can create unlimited roles to

set on devices. • A device role is identical to a user role,

except that it sets permissions of access, where a user role can also limit how they can access.

• Device role and User role must be the same in order for user to be able to see and access the device.

One more note about Roles• A user with more than 1 role will be able to

see all the devices assigned to all of those roles. To restrict visibility, restrict roles assigned to user.

• Roles can be edited from the Roles tab or from the Security icon on the Cradles and Device tabs

• Do not add ‘automation’ roles to devices. These are user roles.

Let’s add a User

• Now that you understand the importance of Groups and the impact of Roles, it’s time to add a user to the system.

Add a User

In the Users tab, Click Add to create new user credentials for accessing the CQ Lab

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1. Complete the New User Details.2. Ensure that the user is group-

assigned3. If required, check the box to

select External Authentication – (for networks that use LDAP protocol for authentication or SSO).

4. To issue tokens to the user, either check Unlimited account or set the number of tokens (1 token = 1 minute of device usage per device)

5. Check the Send notification to user box to generate an email with the login details.

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Assigning Roles• How to assign a role to a user?When Adding a User, click on the Roles Tab, highlight from the existing role(s) section, the roles that you want your user to have and, using the arrow, move them to the User role. Click OK.

Piecing Together Groups and Roles• A company with 2 different testing teams (UAT

and QA) require access to the CQ Lab. • 2 groups are created to provide company wide

access as well as group-level storage:UAT group name created: UAT_TestingQA group name created: QA_Testing

Looking at the UAT_Testing requirements• UAT group requirements:– 1 manages UAT testing for Android

devices only (manual testing)– 1 manages UAT testing for iOS devices

only (manual testing)– 1 manages UAT testing for all platforms

and requires the use of Eclipse– 1 administers the UAT Team

The Roles Created for the UAT_Testing Group

• UAT MEM_Android – encompasses only Android devices and manual testing. Device role for all

Androids must be the same (added to each device)

• UAT_MEM_iOS– encompasses only iOS devices and manual testing. Device role for all iOS must

be the same (added to each device)

• UAT_MEM_ALL, Eclipse– encompasses devices assigned for all UAT_Testing as well as Eclipse functionality.

Device role for all relevant devices must be the same (added to each device)

• UAT_MEM_ALL, Handset Admin, Reservation Admin, etc…– Encompasses device access for all UAT_Testing as well as Administration roles.

*Devices and users can have multiple roles.By default, Interactive (manual) testing functionality is provided to every role.

Once a Role is assigned…

• RECAP: A Role can….•Control the device access available to the user• Limit the device pool available to the user•Regulate the functionality that the user has available to them

Scenario 2 - How Should You Allocate Devices?• Scenario:2 Teams (A and B) 40 devices total

• Best Practice:Allocate 14 must have devices to Team AAllocate 14 must have devices to Team BCreate a shared pool of remaining 12 market devices that both teams can utilize.

Fast Forward…..

• All of your users have been added and assigned to groups and roles.

Let’s manage Existing Users….

Scenario 3

• A contractor has completed his project. You want to remove his access to the CQ Lab until his next project is ready. How?

ANSWER:In the User tab, highlight the user and click Delete. The user can be reactivated again, when you are ready.

User Administration – Other Features

Delete a User AccountFilter user accounts

User is deleted but can be reactivated at any time.

User Administration – Other Features (cont)

Change a PasswordChange the password of any user

Administer Tokens Restricts usage. May be useful for contractors.

1 Token = 1 minute per device

Broadcasting Messages Broadcast a message to a specific user that will appear on

CQ Lab splash screen upon log in.

Scenario 4• A user reserved a device for usage today. He called

in sick and others would like to use it while he is out. What can you do?

ANSWER:1. Delete the reservation, or 2. Edit the reservation and reassign it to another

user, 3. Edit the reservation and push it out for when the

original user returns.

User Administration - Reservations

• All users can reserve devices in the CQ Lab for access at a future specified time.

• Reservations can be made in 30 minute blocks.

• Admins may want to create*, modify or remove an existing reservation.

Managing ReservationsSuper Admin can create a New reservation:

1. Select Start/end time

2. Select User3. Click Add

button to highlight and select device from device list

4. Click OK

Reservations – Delete or Edit

• Highlight reservation and click Delete or Edit as needed

Group Admin can Edit or Delete reservations within their Group

RESPONSIBILITIES OF THE CONTINUOUS QUALITY LABSYS ADMIN:

DEVICE ADMINISTRATION

Scenario 5• Users continually use the clean-up widget to

clear the cache and apps, which resets the device to its optimal cleanest state. Users complain that they have to continually reinstall the same test application over and over again. Is there anything that you can do to make this more efficient?

ANSWER: Set the baseline image on the device to include your app, so that when cleaned all is removed, except the app that is under test.

Set up a Baseline

• Now that the device has a role, it’s time to set it up according to your requirements.

• A baseline prevents any apps installed from being removed upon clean-up.

How to Set the Baseline1. Start by selecting a device:2. On the Cradles tab, highlight a device in the list3. Click Device. The device will open in the Interactive tab of

the CQ Lab.4. Install the apps that you want to set as baseline.5. Disconnect from the device and go back to the Sys Admin

dashboard (Cradles tab).6. In the list, highlight the device that you installed the apps on.7. Click Baseline.8. Your name will appear on the device as ‘allocated’. Once it

disappears, the baseline is completed.

Let’s tour the System Admin Console• You’ve created new users.• You know how to manage existing users.• You’ve set roles and baselines on

devices….

What else can you do and see in the Console?

Cradles tab

This is an overview of all available devices in your Continuous Quality Lab that are presently accessible for use. They are ‘cradled’ devices.

Cradle ID

Status

Location

Allocated

Device Model

Role(s) associated with device

Phone Number of device

Last Used By

What’s a Cradle?

Cradles tab – Functionality for Full Admins

• Restart – Restarts the connection from device to server where device is being hosted (similar to the Recover widget in the Interactive tab)

• Security – Allows Admin to set a role on a device.

• Device –identical function as ‘Select Device’.

Cradles Tab – Functionality - Continued

• Template – In some cases, a helpful troubleshooting widget for images that may not look/act correctly on the device screen.

• Watch – allows Admin to monitor what is going on, on the device, during a session.

Devices tabIn-depth information of all devices in your device pool, including offline, disconnected devices.

Device Tab – Functionality for Admins

Similarities exist between Cradles tab and Device tab with some additional functionality added:• Ability to change device Properties and Security roles • But Device tab contains more details on device:

manufacturer, model, IMEI (or UDID for iOS), OS, OS Version, etc…

Scenario 6• A user has logged off the CQ Lab without

releasing the device they were using, and another tester needs it right now.

ANSWER: Highlight the device in question in the Cradle or Device tab and click Watch. This will allow you to view the activity on the device to verify that it is idle. Then, once confirmed, click Release. This will reallocate the device back to the pool of available.

Scenario 7• A user needs a device, and it is in use by

another tester on the same team. How can you determine who the tester is that is using the device?

• ANSWER: Ensure that you have the Status_Visibility role. This will allow you to hover over the status of the allocated device to see who is actually using it.*

Scenario 8• You are responsible to monitor all usage of

all devices within your team periodically. How can you do this without manually watching each session individually?

ANSWER:Device Dashboard allows you to see all devices running in the cloud at the same time within the same role.

Device Dashboard

1. View any devices manually by clicking on Select Device

2. Get device information by hovering over device tabs

3. Or, click Auto Watch to open all role-specific devices to view simultaneously.

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Other Helpful Tips

Scenario 9

• You need to swap one of the cradled devices with a disconnected device in your pool. How do you go about doing this?

ANSWER:Open a Support ticket and request the swap.In the upper right corner of the console, click on Support dropdown:

Scenario 10

• Customizations may be required to meet your Corporate IT policies. How do you go about implementing them?

ANSWER:Contact your Customer Success Manager to discuss your needs further.

Other Helpful Tips• Contact Support to Troubleshoot device

issues • Sign up for the community to stay

connected with the most up-to-date information on Perfecto Mobile!

• Continue taking courses in Online Training to gain knowledge and certification status!

• Keep in touch with us.

Thank you!