Manage test bed users

The User Management screen is the place where you can manage your test bed’s communities, organisations and users. To access it click the ADMIN link from the screen’s header.

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Doing so presents you with a left side menu containing links to administrative functions, of which you need to click the User Management link.

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The screen is split in two sections:

Manage test bed administrators

The Administrators section lists the test bed administrators in a table, with one row per administrator.

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Test bed administrators are listed in a table with one row per user displaying the user’s name, email address (or username if integrated with EU Login) and status.

Note

User status: A user’s status is meaningful when the test bed is integrated with EU Login. A value of Inactive indicates a user that has not yet confirmed a role assignment whereas a value of Not migrated indicates a legacy account that has not been migrated to EU Login. In all other cases the user will be displayed as Active.

To create a new test bed administrator click on the Create administrator button from the table’s header. Clicking on an existing row from the table allows you to edit the relevant user’s information.

The displayed screens and required information both when you edit or create a new administrator depends on whether or not the test bed is integrated with EU Login.

Case: EU Login

When creating an administrator you will be presented with a form to enter the user’s information.

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You are required to provide the email address of the user. This address needs to be the one that the user has linked to her EU Login account. Once you have created the user you will see that a new entry is added to the list of test bed administrators but for which there is no displayed name and the displayed status is Inactive. The name and status will be updated once this user has confirmed this role assignment.

To finish creating the user click Save, otherwise click Cancel to close the dialog.

Editing an administrator’s details displays her information as read-only.

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The information presented here is the user’s name, email, role, and status. From here you can delete the user by clicking on Delete unless she is the only administrator configured for the community. Finally, clicking Back will return you to the previous screen.

Case: No EU Login

When creating an administrator you will be presented with a form to enter the user’s information.

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In this form you are expected to provide the following information:

  • The administrator’s name (required), used in feedback submissions to the test bed.

  • The username (required), used to login.

  • The user’s password that needs also to be confirmed. The entered password is a “one-time” password which will need to be changed by the user upon his/her next login.

To complete the creation of the new administrator click on Save. Clicking Cancel discards changes and returns you to the previous screen.

When editing a user you see a similar screen, this time prefilled with the user’s information.

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The information presented here is the user’s name, username, role, and status, of which only the name is editable. To change the name edit the existing value and click on Update, whereas to delete the user click on Delete. Note that if this user is the only administrator configured for the test bed the Delete button is disabled. Finally, clicking Back will discard any pending changes and return you to the previous screen.

In this form you may also choose to reset the user’s password. You can do this by checking the Set one-time password option which will display for you additional input fields to provide and confirm the new password. The password you enter is considered a “one-time” password meaning that the user will be forced to change it at his/her next login.

Manage communities

The Communities section allows you to manage the test bed’s communities. Existing communities are presented in a table with a row per community.

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For each community the short name and full name is presented. From this section you can add a new community (see Create a community) or edit an existing one (see Manage a community’s details).

Note

The default community: The list of communities always includes the Default community which is a special-purpose community corresponding to the overall test bed itself. This community allows management of organisations without a specific community and also elements such as landing pages and legal notices defined at test bed level. See The Default community for more information.

Create a community

Creating a new community is done by clicking the Create community button from the Communities section header.

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Doing so presents you with a screen to input the community’s basic information.

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The information you are expected to provide is:

  • The short name for the community (required), used in list displays.

  • Its full name (required), used in detail screens and reports.

  • The domain it will be linked with (optional) defining the conformance statements its members can create.

  • A support email address (optional), used to deliver feedback provided by the community’s users.

  • The preference on allowing self-registration for the community.

  • The user permissions to apply for the community’s organisation users.

More information on the domain, support email, self-registration settings and user permissions is provided in the community details section. Once the information is entered you complete the community creation by clicking Save. Clicking Cancel discards pending changes and returns you to the previous screen.

Manage a community’s details

To manage a community’s details click its corresponding row from the Communities section.

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Doing so takes you to the community’s detail screen that is split in six sections:

  • The Community detail section presenting to you the information for the community.

  • The Community administrators section allowing you to view and manage the community’s administrators.

  • The Organisations section in which you can view and manage the community’s organisations.

  • The Landing pages section listing the community-specific landing pages that can be used for the community’s organisations.

  • The Legal notices section listing the community-specific legal notices that can be displayed for the community’s organisations.

  • The Error templates section listing the community-specific error message templates used to display unexpected errors to community’s organisations.

  • The Triggers section listing the triggers used to automate processes upon specific events.

The Community detail section allows you to view and edit the community’s basic information.

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The information you can edit in this form is:

  • Your community’s short and full name (required). These are visible to the test bed administrator and in certain user reports.

  • The community’s linked domain (optional), granting full access to it to community administrators.

  • Your community’s support email address (optional) to receive contact form submissions.

  • Your preference on allowing self-registration for your community.

  • The user permissions you foresee for the community’s members.

Regarding the domain, it is typically the case that you would want to specify one for the community. Doing so delegates full management of the domain’s specifications and test suites to the community’s administrator(s) and is critical if they are responsible for their configuration and test suite development. In addition, linking the community to a specific domain hides other domains from the community administrators and also the community’s users when defining conformance statements (see Create a conformance statement). It effectively presents to the community a view over the test bed that is dedicated to their own testing needs. If no domain is linked to the community, its administrators and users are presented with all available domains and specifications.

Note

Changing a community’s domain: Once a community has been linked to a domain its members can create conformance statements and execute relevant tests. After this point, if you change the domain linked to the community, the conformance testing history of its members will be rendered obsolete. Note that changing a community’s domain after creation is possible to facilitate initial setup but is almost never needed once the initial setup is compete.

Regarding the support email, this is the address, typically a functional mailbox, where community users’ feedback is sent via the test bed’s contact form (see Contact support). If this email address is configured, it will be used as the recipient of submissions from the community’s users, with the test bed team’s functional mailbox (DIGIT-ITB@ec.europa.eu) added in CC. If not configured, submissions will only be delivered to the test bed team’s functional mailbox.

Note

When to configure a support email: If this is a large user community expected to have frequent user interactions it is highly advised that it has its own support email. This is important since most questions would typically relate to the community’s test cases and specifications rather than the test bed software itself. The test bed team will most likely not be able to answer domain-specific questions and community users would experience unnecessary delays. On the other hand this could be unconfigured if testing activities for the community are limited, to benefit from the test bed’s helpdesk without setting up one by the community.

Assuming a support email is defined, the contact form submission messages are formatted in HTML such as the following sample.

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Received messages include the following information:

  • The user’s name, identifier and preferred contact address.

  • The related organisation’s identifier and name, as well as your community’s identifier and name.

  • The type of the message and the message itself.

  • Any attachments that the user has included.

The self-registration method is another point that merits further details. This setting determines whether users can themselves register new organisations in the community through the test bed’s welcome page. The possible values for this are as follows:

  • Not supported: Disables self-registration. By selecting this only you or a community administrator will be able to register organisations.

  • Select from public communities: This will allow self-registration to all, effectively making the community a public one.

  • Select from public communities and provide token: This will display the community as available for self-registration but will require the provision of an additional text token as a “community password”.

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Selecting any value other than Not supported will expand the community details’ form to provide further configuration options under section Self-registration settings. These are:

  • Self-registration token: This is displayed if the third option is selected that requires a token being provided to complete the self-registration. The value you provide here is the “community password” that self-registration users will need to provide.

  • Token help text: In case token-based self-registration is selected you can also use this to specify a short help text that will be displayed to users next to the token input. This can include simple formatting and hyperlinks to allow you to reference an email address or link to an online resource.

  • Description: This is a descriptive text for the community that will accompany its display in the self-registration form as one of the available communities. The purpose of this is to provide a short summary of what this community offers to potential users. If the community is linked to a domain you have the option of replicating the description from the domain by checking the Same as domain checkbox. You may alternatively provide a different description if this is more suitable.

  • Self-registration notifications: This option is available if the test bed supports email notifications and if the community defines a support email. Checking this will send a notification email to the configured support mailbox whenever there is a new registration.

  • Self-registration restrictions: This allows you to select a means of restricting self-registration to ensure people and/or organisations enroll only once. The restrictions you can set are to not allow multiple registrations from the same user (based on her email address) or from the same email domain. Note that such restrictions are only supported if the test bed is integrated with EU Login that allows the test bed to be aware of users’ actual email addresses.

  • Require from users: These are requirements that you want to enforce to users completing the self-registration process. You have two options here, the first one being to force the selection of a configuration template and the second one to require the completion of custom properties marked as required (which are otherwise displayed as required but are not blocking).

Note

Organisation templates: If you choose to enable self-registration for the community you may also find interesting the possibility to define preconfigured templates for organisations.

Finally, the user permissions section allows you to customise the permissions available to the community’s members. Through the provided options you can allow user to:

  • Download conformance certificates. If not allowed, only community administrators may generate such certificates from the conformance dashboard or a conformance statement detail page.

  • Create or delete systems. Note that if this is not allowed, editing a system and its custom properties (if defined) will remain possible for organisation administrators.

  • Create or delete conformance statements.

  • Update organisation data after testing. If not allowed, an organisation that has performed at least one test session will not be allowed to edit its organisation information or its custom properties (if defined).

  • Update system data after testing. If not allowed, a system for which a test has been performed will not be allowed to have its information or custom properties (if defined).

  • Update conformance statement after testing. If not allowed, it will not be possible to delete or change the parameters of a conformance statement for which tests have been made.

In case you choose to set permissions linked to tests having been executed, you may find yourself in a position needing to allow changes due to misconfigurations. Instead of changing the permissions for the entire community a better approach is to delete the specific test sessions that should be ignored. This is possible for community and test bed administrators through the session dashboard.

Note

When to set user permissions: You would restrict user permissions in the community if you want to make sure that only you and community administrators can manage systems and conformance statements or if you want to ensure that once testing starts no data is changed. This also works well when self-registration is enabled and requires the selection of a configuration template. This way you ensure only predefined and non-editable conformance testing setups for your users.

To persist any changes you have made in the community detail form click the Save changes button. Clicking the Back button will discard any pending changes and return to the previous screen. The Delete button will, following confirmation, delete the complete community and all its dependent information. In terms of additional features available here:

Note

Default community: The Delete button is hidden for the test bed’s Default community as it cannot be deleted. See The Default community for more information.

Manage community administrators

Note

Default community: This section is not displayed in case you are viewing the details of the test bed’s Default community. See The Default community for more information.

The Community administrators section displays the users that are capable of managing the community.

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Community administrators are listed in a table with one row per user displaying the user’s name, email address (or username if not integrated with EU Login) and status.

Note

User status: A user’s status is meaningful when the test bed is integrated with EU Login. A value of Inactive indicates a user that has not yet confirmed a role assignment whereas a value of Not migrated indicates a legacy account that has not been migrated to EU Login. In all other cases the user will be displayed as Active.

To create a new community administrator click on the Create community administrator button from the table’s header. Clicking on an existing row from the table allows you to edit the relevant user’s information.

The displayed screens and required information both when you edit or create a new administrator depends on whether or not the test bed is integrated with EU Login.

Case: EU Login

When creating an administrator you will be presented with a form to enter the user’s information.

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You are required to provide the email address of the user. This address needs to be the one that the user has linked to her EU Login account. Once you have created the user you will see that a new entry is added to the list of community administrators but for which there is no displayed name and the displayed status is Inactive. The name and status will be updated once this user has confirmed this role assignment.

To finish creating the user click Save, otherwise click Cancel to close the dialog.

Editing an administrator’s details displays her information as read-only.

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The information presented here is the user’s name, email, role, and status. From here you can delete the user by clicking on Delete unless she is the only administrator configured for the community. Finally, clicking Back will return you to the previous screen.

Case: No EU Login

When creating an administrator you will be presented with a form to enter the user’s information.

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In this form you are expected to provide the following information:

  • The administrator’s name (required), used in feedback submissions to the test bed.

  • The username (required), used to login.

  • The user’s password that needs also to be confirmed. The entered password is a “one-time” password which will need to be changed by the user upon his/her next login.

To complete the creation of the new administrator click on Save. Clicking Cancel discards changes and returns you to the previous screen.

When editing a user you see a similar screen, this time prefilled with the user’s information.

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The information presented here is the user’s name, username, role, and status, of which only the name is editable. To change the name edit the existing value and click on Update, whereas to delete the user click on Delete. Note that if this user is the only administrator configured for the community the Delete button is disabled. Finally, clicking Back will discard any pending changes and return you to the previous screen.

In this form you may also choose to reset the user’s password. You can do this by checking the Set one-time password option which will display for you additional input fields to provide and confirm the new password. The password you enter is considered a “one-time” password meaning that the user will be forced to change it at his/her next login.

Manage organisations

The Organisations section presents to you the organisations that are defined as members of the community. These are displayed in a table with one row per organisation, displaying for each organisation its short and full name. For each organisation you also see whether or not this is defined as configuration template for self-registration in which case the name of the template is presented.

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Clicking on Create organisation allows you to add a new organisation (see Create an organisation), whereas clicking on the row of an existing organisation allows you to edit its details (see Manage an organisation’s details).

Create an organisation

To create a new organisation click on the Create organisation button from the section’s header.

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Doing so presents you with the screen to enter the new organisation’s details.

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In this screen you are expected to enter the following information for the organisation:

  • Its short name (required), used in list displays.

  • Its full name (required), used in detail screens and reports.

  • Its landing page (optional), presented to its users upon login.

  • Its legal notice (optional), presented to its users when they click the Legal notice link from the screen footer.

  • Its error template (optional), used to format unexpected errors presented to its users.

  • Whether it should be published as a template (optional), as an option during self-registration if enabled for your community. Checking this will also prompt you for a template name to display to users.

Regarding the landing page, legal notice and error template, these are presented as a choice of the ones defined for the community (see Manage community-specific landing pages, Manage community-specific legal notices and Manage community-specific error templates respectively). If no selection is made then the default settings for the community are used, falling back to the test bed’s overall defaults if none are defined for the community. Defining these at the level of the organisation allows you to present customised messages and content per organisation and is left fully at your discretion as administrator.

If the community includes other organisations you are also presented here with an option to copy the test setup from one of them as a source. Selecting one will replicate the selected organisation’s systems and conformance statements for the new organisation.

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Once another organisation is selected to copy from, you are also presented with additional options to include:

  • Organisation properties: To also copy any additional organisation-level properties that the source organisation defines.

  • System properties: To also copy any additional system-level properties for replicated systems.

  • Conformance statement configurations: To also copy any of the source organisation’s configuration parameters set on its systems’ conformance statements.

If additional organisation properties are foreseen, and as long as you are not copying the properties from another organisation, you will also see a Show properties checkbox. Checking this you can manage the organisation’s properties.

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Configured properties can be simple texts, secret values (e.g. passwords) or files for which, if supplied by you, you will also see a help tooltip to understand their meaning. Such properties can be edited as follows:

  • For texts through an editable text field or dropdown select (for preset values).

  • For files using the Upload button. Once one is selected you can download it by clicking on its link, or delete it by clicking Remove.

  • For secrets a read-only text field indicates whether a value is currently set. Provide a new value by checking Update which makes the text field editable. While editing you can also toggle the display of typed characters.

Note

Required properties are marked with an asterisk. It is is not mandatory to fill these in when providing the organisation’s information but as long as required properties are missing it will not be able to launch tests.

To complete the creation of the new organisation click Save. Clicking on Cancel discards pending changes and returns you to the previous screen.

Note

Defining a template organisation: Using the Copy test setup option you could define a special purpose organisation that is configured in terms of its systems and conformance statements as you would expect all the community’s organisations to be. This can be especially beneficial in cases where organisations will be expected to define multiple systems (e.g. “Development”, “Integration”, “Acceptance”) or where the community’s domain has numerous individual specifications. Using this approach enhances consistency and greatly reduces configuration effort.

In addition, such templates can also be made publicly available to users during self-registration through the Publish as template option.

Manage an organisation’s details

To manage an organisation’s details click its corresponding row from the Organisations table displayed in the community details screen.

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Doing so presents you with the organisation details page that is split in two sections:

  • The Organisation details section, displaying the organisation’s information and allowing it to be edited.

  • The Users section, displaying the list of users for the organisation (see Manage the organisation’s users).

The Organisation details section displays the organisation’s information in an editable form in which you can modify its short name, full name, landing page, legal notice and error template. You can also adapt whether or not this organisation will be listed during self-registration as a published template.

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If the community includes other organisations you are also presented here with an option to copy the test setup from one of them as a source. Selecting one will replicate the selected organisation’s systems and conformance statements for the new organisation. Note that in doing so the systems and conformance statements already defined will be removed.

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Once another organisation is selected to copy from, you are also presented with additional options to include:

  • Organisation properties: To also copy any additional organisation-level properties that the source organisation defines.

  • System properties: To also copy any additional system-level properties for replicated systems.

  • Conformance statement configurations: To also copy any of the source organisation’s configuration parameters set on its systems’ conformance statements.

If additional organisation properties are foreseen, and as long as you are not copying the properties from another organisation, you will also see a Show properties checkbox. Checking this you can manage the organisation’s properties.

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Configured properties can be simple texts, secret values (e.g. passwords) or files for which, if supplied by you, you will also see a help tooltip to understand their meaning. Such properties can be managed as follows:

  • For texts the current value is presented in an editable text field or dropdown select (in case of preset values).

  • For files the Upload button is used to select a new file, whereas if one is already set you can download it by clicking on its link, or delete it by clicking Remove.

  • For secrets a read-only text field indicates whether a value is currently set, whereas to provide a new value you check Update. When providing a new value you can also toggle the display of the typed characters.

Note

Required properties are marked with an asterisk. It is is not mandatory to fill these in when providing the organisation’s information but as long as required properties are missing it will not be able to launch tests.

To change the organisation’s information edit the displayed values and click the Update button. The organisation can also be deleted from here by clicking the Delete button. Doing so will, following confirmation, delete the organisation and its dependent information (e.g. users). The Back button will discard any pending changes and return you back to the previous screen. Finally, the Manage tests button allows you to manage the organisation’s test configuration (see Manage the organisation’s tests).

Manage the organisation’s tests

An interesting option available from the organisation’s detail screen is the Manage tests button. This allows you to configure the organisation’s test setup, including its systems (see Manage your systems) and conformance statements (see Manage your conformance statements). You can even proceed to complete a system’s configuration parameters used in test cases (see Provide your system’s configuration) and also execute tests on behalf of the organisation (see Execute tests). When you click the Manage tests button you will be directly taken to the organisation’s system management screen.

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When on this screen you are effectively taking on the role of an administrator for the organisation, with the screen being displayed matching exactly what such a user would see if he/she clicked the TESTS button from the screen header. To avoid confusion between this screen and the one you can access for your own special-purpose test organisation (see Validate your test setup), the banner displays the name of the selected organisation.

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In addition, the system management screen now also presents a Back button that will bring you back to the organisation’s detail screen. If you proceed to manage the organisation’s setup in further screens you can always return where you were through this Back button.

Note

Managing your organisations’ test setup on their behalf

Using the Manage Tests button allows you to fully complete an organisation’s test setup on their behalf. This is an alternative to the organisations’ administrators doing this themselves (see Manage your conformance statements). The selected approach depends on the needs of the organisations’ community.

If the community defines multiple specifications and its organisations are to fully take charge over what they want to conform to then the best approach would be to avoid using the Manage tests feature and let organisation administrators manage their own setup. On the other hand if the community has more simple needs, it could be beneficial to define only non-administrator users for its organisations and configure on their behalf their system(s) and conformance statement(s). Simple cases with only a single system and conformance statement per organisation would allow users to login, click on TESTS from the screen header and immediately start testing.

Manage the organisation’s users

Management of the organisation’s users is done through the Users section of the organisation’s detail screen.

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This section lists the currently defined users in a table, with one row per user, displaying for each one his/her name, email (or username if not integrated with EU Login), role and status.

Note

User status: A user’s status is meaningful when the test bed is integrated with EU Login. A value of Inactive indicates a user that has not yet confirmed a role assignment whereas a value of Not migrated indicates a legacy account that has not been migrated to EU Login. In all other cases the user will be displayed as Active.

To create a new user for the organisation click on the Create user button from the table’s header. Clicking on an existing row from the table allows you to edit the relevant user’s information.

The displayed screens and required information both when you edit or create a new user depends on whether or not the test bed is integrated with EU Login.

Case: EU Login

When creating a user you will be presented with a form to enter her information.

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You are required to provide the email address and role of the user. The email address needs to be the one that the user has linked to her EU Login account. The role can either be “Administrator” or “User”. Recall that the “User” role can execute and follow up on tests, whereas the “Administrator” role can additionally manage the organisation’s configuration (e.g. properties, systems and conformance statements) and add other users.

Once you have created the user you will see that a new entry is added to the list of users but for which there is no displayed name and the displayed status is Inactive. The name and status will be updated once this user has confirmed this role assignment. To finish creating the user click Save, otherwise click Cancel to close the dialog.

Editing a user’s details displays her information as read-only.

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The information presented here is the user’s name, email, role, status and organisation. From here you can change the user’s role and click on Update to save your change. Alternatively you can delete, upon confirmation, the user by clicking on Delete or click Back to cancel and return to the previous screen.

Case: No EU Login

When creating a user you will be presented with a form to enter the user’s information.

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The resulting screen provides you with a form to enter the following information for the new user:

  • The user’s name (required), used when contacting the support team.

  • The username (required), used by the user to login.

  • The user’s role (required), either “Administrator” or “User”. Recall that the “User” role can execute and follow up on tests, whereas the “Administrator” role can additionally manage the organisation’s test configuration (e.g. systems and conformance statements) and add other users.

  • The user’s password and the password confirmation. The entered password is considered a “one-time” password that the user will need to change upon his/her next login.

To complete the creation of the user click the Save button. Clicking on Cancel will discard pending changes and return to the previous screen.

When editing a user you see a similar screen, this time prefilled with the user’s information.

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The information displayed is the user’s name, email, username, status and organisation, of which only the name and role can be edited. You may also check the Set one-time password option to provide a new password for your user (to be changed on his/her next login). Clicking on Update saves your changes whereas clicking on Back discards them and returns you to the previous screen. The Delete button will, following confirmation, delete the current user.

Manage community-specific landing pages

A landing page is the home page displayed to the community’s users when they log into the test bed. Its purpose is to welcome users providing them context on the use of the test bed and potentially including a customised message. Moreover, this customised message can even be set at the level of specific organisations if you choose to do so (see Manage organisations).

The landing pages available for the community are listed in the Landing pages section. These are presented in a table with one row per landing page, displaying for each its name, description and indication on whether it is considered as the default.

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The landing page marked as default is the one that applies to all organisations in the community that don’t have another, more specific one configured. If no landing page is defined then the one that applies to the test bed as a whole is automatically used (see Default pages, notices and templates). Note the community’s default landing page is what the community’s administrator(s) also view upon login.

Adding a new landing page can be done in one of the following ways:

  • You can create a new landing page from scratch by clicking the Create landing page button.

  • You can copy the test bed’s default landing page by clicking the Copy Test Bed landing page button.

  • You can copy one of the community’s existing landing pages while editing its details.

Note

Default community: In case you are viewing the details of the test bed’s Default community no Copy Test Bed landing page button is presented. This is because the default landing page defined for this is actually considered the test bed’s default. See Default pages, notices and templates for more information.

Create landing page

When creating a new landing page you are presented with a form to enter its information.

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If you are creating a landing page from scratch (i.e. you have clicked the Create landing page button), this form will be empty. Alternatively, if the landing page is being created as a copy of an existing one (either the test bed’s default landing page or another one defined for the community), the form will be prefilled. The information you are expected to complete for the landing page is:

  • Its name (required), used in the list of landing pages and when selecting one for an organisation.

  • Its description (optional), presented to test bed and community administrators.

  • Whether or not it should be the default landing page for the community (default is “false”).

  • The landing page content, provided through a rich text editor, allowing you to add styled text, lists, images and links.

When you have provided the required information you can complete the landing page creation by clicking Save. Note that if you have set this as the new default landing page for the community you will also be prompted for confirmation considering that this will be immediately visible to all its users. Clicking on the Cancel button will discard pending changes and return to the previous screen.

Edit landing page

To edit an existing landing page click its corresponding row from the Landing pages table.

../_images/admin_community_landing_pages.PNG

Doing so will take you to a screen where the landing page’s information is displayed in editable form fields.

../_images/admin_community_landing_pages_edit.PNG

In this screen you can change the landing page’s name, description, default setting and content. Note that if the landing page is currently the default, this can’t be unset. To switch defaults you would need to edit or create another landing page and at that time set it as the new default. This is done to avoid misconfiguration where you could end up with no default landing page for the community.

To persist any changes click on the Update button or discard them clicking on the Back button. The Delete button will, following confirmation, remove the landing page. Finally, the Copy button allows you to make a copy of this landing page, by taking you to the landing page creation screen prefilled with the current landing page’s information. This can be useful if you want to create minor variations of a default landing page for certain organisations.

Manage community-specific error templates

An error template is a template that is used to format and stylise information displayed to users due to unexpected errors. They can be used to provide specific guidelines to users or support information.

You may define a default error template that applies to the entire community or have specific ones for one or more organisations. The templates available for the community are listed in the Error templates section. These are presented in a table with one row per template, displaying for each its name, description and indication on whether it is considered as the default.

../_images/admin_community_error_templates.PNG

The template marked as default is the one that applies to all organisations in the community that don’t have another, more specific one configured. If no template is defined then the one that applies to the test bed as a whole is automatically used.

Adding a new error template can be done in one of the following ways:

  • You can create a new template from scratch by clicking the Create error template button.

  • You can copy the test bed’s default template by clicking the Copy Test Bed error template button.

  • You can copy one of the community’s existing templates while editing its details.

Create error template

When creating a new error template you are presented with a form to enter its information.

../_images/admin_community_error_templates_create.PNG

If you are creating an error template from scratch (i.e. you have clicked the Create error template button), this form will be empty. Alternatively, if the template is being created as a copy of an existing one (either the test bed’s default one or another one defined for the community), the form will be prefilled. The information you are expected to complete for the error template is:

  • Its name (required), used in the list of templates and when selecting one for an organisation.

  • Its description (optional), presented to administrators.

  • Whether or not it should be the default template for the community (default is “false”).

  • The template’s content, provided through a rich text editor, allowing you to add styled text, lists, images and links.

When completing the content of the template you are also provided with two placeholders you can use that will be completed when an actual error is being treated:

  • $ERROR_DESCRIPTION: The error message text (a text value - may be empty).

  • $ERROR_ID: The error identifier (used to trace error in logs).

While editing the template’s content you can see a preview of what it would look like when used. To do so click the Preview button that will open an error popup using a sample error and your current template:

../_images/admin_community_error_templates_preview.PNG

When you have provided the required information you can complete the template’s creation by clicking Save. Note that if you have set this as the new default for the community you will also be prompted for confirmation. Clicking on the Cancel button will discard pending changes and return to the previous screen.

Edit error template

To edit an existing error template click its corresponding row from the Error templates table.

../_images/admin_community_error_templates.PNG

Doing so will take you to a screen where the template’s information is displayed in editable form fields.

../_images/admin_community_error_templates_edit.PNG

In this screen you can change the template’s name, description, default setting and content. Note that if the template is currently the default, this can’t be unset. To switch defaults you would need to edit or create another one and at that time set it as the new default. This is done to avoid misconfiguration where you could end up with no default error template.

Similar to when you create an error template you can preview your changes using the Preview button. Once you are finished click on the Update button to persist your changes or discard them clicking on the Back button. The Delete button will, following confirmation, remove the template. Finally, the Copy button allows you to make a copy of this error template, by taking you to the creation screen prefilled with the current template’s information. This can be useful if you want to create minor variations of a default template for certain organisations.

Manage triggers

A trigger is a means of carrying out automated processing when a given event occurs. Triggers can receive various types of inputs depending on their configured event, and can be used both to receive notifications and to modify the current test setup. They represent a powerful means of extending the Test Bed’s processing in a decoupled way and can be used to complete advanced tasks that the test bed alone cannot handle (e.g. preparing configuration packages for new community members).

Trigger execution is always an asynchronous step, and a failed trigger call will never cause its root event to fail itself. Numerous triggers may be configured for the same event types which, assuming they are set as active, will all be processed. There is however no guarantee on the execution order or chaining of triggers, so you need to take this into account in your trigger design. Finally, note that triggers are not fired when bulk import operations take place (e.g. creating organisations through an import).

Configured triggers are displayed in the Triggers section. These are presented as a table with one row per trigger, displaying for each its name, description, event type, active status and latest result.

../_images/admin_community_triggers.PNG

Adding a new trigger is done by clicking the Create trigger button.

Create trigger

When creating a new trigger you are presented with a form to enter its information.

../_images/admin_community_triggers_create.PNG

The information requested from you in this form for the new trigger is:

  • Its name (required), used for display purposes in the list of triggers.

  • Its description (optional), presented to community administrators to provide additional context on the purpose of the trigger.

  • The event type (required) for the occurrences of which the trigger will be fired.

  • The active flag (optional) that determines whether this trigger is currently enabled (default is false).

The event types that are available for configuration are listed in the following table:

Event type

Description

Organisation created

Creation of an organisation, either by a community administrator or via self-registration.

Organisation updated

Update of an organisation’s information (including custom organisation properties).

System created

Creation of a system, either manually or via self-registration based on a configuration template.

System updated

Update of a system’s information (including custom system properties).

Conformance statement created

Creation of a conformance statement, either manually or via self-registration based on a configuration template.

Conformance statement updated

Update of a conformance statement’s configuration (endpoint parameter values).

Conformance statement succeeded

Successful completion of a test session that leads to a conformance statement being considered as successfully passed.

Test session succeeded

Completion of a test session that resulted in a “successful” result.

Test session failed

Completion of a test session that resulted in a “failed” result.

The separate Web service details section includes the inputs concerning the trigger’s web service. Consider that the trigger itself is a set of metadata that determines what fires and with what data, however the actual processing linked to the trigger is handled by the configured web service. This service needs to be accessible by the test bed and implement the GITB processing service API, a simple SOAP API that expects an arbitrary set of inputs and can provide any number of outputs. The information required to configure this web service are:

  • Its endpoint URL (required), the full URL to reach the service’s WSDL file. Note that this URL needs to be provided as it should be used by test bed, meaning that it could also be an internal address.

  • An operation (optional), to signal an operation name to the processing service (see the GITB processing service API for details).

  • The input data (optional) to provide as part of service’s payload when the trigger fires.

The configured input data provide context to the trigger’s web service to complete its processing. The type of inputs depend on the trigger’s event type as follows:

Input data

Event types

Details

Community

All

The ID, short and full name of the community.

Organisation

All

The ID, short and full name of the organisation linked to the event.

System

System/statement created/updated

The ID, short and full name of the system linked to the event

Specification

Statement created/updated

The ID, short and full name of the specification linked to the event

Actor

Statement created/updated

The ID, short and full name of the actor linked to the event

Domain properties

All

The identifier and value of one or more custom domain properties.

Organisation properties

All

The name and value of one or more custom organisation properties.

System properties

System/statement created/updated

The name and value of one or more custom system properties.

To include one or more types of data in the service’s calls check the relevant checkboxes. In the case of domain, organisation and system properties, once the relevant option is checked, you will be presented with a table listing the properties defined for the community.

../_images/admin_community_triggers_org_properties.PNG

Each row in this table corresponds to a property, displaying for each its name (for organisation and system properties), type and identifier. The identifier will be used as the input’s name, whereas the value to be passed will be determined by the property’s type. Simple and secret values are provided as text, whereas binary values are provided as serialised Base64 strings. To add a property to the inputs click its row (clicking it again will remove it).

Note

Including secret properties: Secret properties, if included as input, will be passed in the clear. Make sure that you are aware of this and only choose to include such values knowingly.

Once you have selected the input required by the service you can click the Preview service call button. This will use the information provided to display the sample payload that will be sent in the input SOAP envelope.

../_images/admin_community_triggers_preview.PNG

From this preview popup you can click Copy to clipboard to copy all text or Close to hide the preview. In addition you may also test the provided endpoint URL by clicking the Test button situated to its right. This will result in calling the service’s getModuleDefinition operation and, if successful, will open a popup to present the call’s output.

../_images/admin_community_triggers_test_url.PNG

If the test fails, the popup will display the collected error messages from the call attempt. If multiple nested errors are raised you are presented with the errors in sequence.

../_images/admin_community_triggers_test_url_complex.PNG

Once you have provided the required information you can complete the trigger’s creation by clicking the Save button. Clicking on the Cancel button will discard pending changes and return to the previous screen.

Edit trigger

To edit an existing trigger click its corresponding row from the Triggers table.

../_images/admin_community_triggers.PNG

Doing so will take you to a screen where the trigger’s information is displayed in editable form fields.

../_images/admin_community_triggers_edit.PNG

In this screen you can change the trigger’s information, web service details and included data. For a detailed description of each property and the available options check the trigger creation documentation. In this screen you can in addition see a section named Trigger status which indicates the result from the trigger’s last execution. This status can be one of the following:

  • None: Highlighted in blue, this displays if the trigger has actually never fired up to now.

  • Success: Highlighted in green, this indicates the trigger succeeded in its last execution.

  • Error: Highlighted in red, this indicates the trigger failed in its last execution.

../_images/admin_community_triggers_edit_status.PNG

For triggers having executed and resulting either in a success or failure, you are presented with a Clear button. You may click this to clear the latest status, resetting it to None, in case you want to ensure a subsequently displayed status corresponds to changes you have just introduced. In the case of a failed last call you also have the option to View errors. Clicking this will display the collected error messages returned from the last trigger’s execution that you can Copy to clipboard or Close.

../_images/admin_community_triggers_status_error.PNG

To persist any changes you have made in the trigger’s definition click on Save. Clicking on Delete deletes, upon confirmation, the trigger, whereas clicking Back will cancel pending changes and return to the community details page.

Returning output from triggers

One of the powerful features of triggers is that they can also adapt the configuration in the test bed. A trigger can achieve this by having its web service return an output as per the GITB processing service API specification that can modify, depending on the trigger’s event type, the values for organisation properties, system properties or conformance statement parameters. Each such type of output is grouped in a map which defines output items as key-value pairs, the key being the property’s key or identifier and the value being the value to set (provided as Base64 in the case of binary properties). Each value map is named as follows:

  • organisationProperties for organisation properties to set (applicable and handled in all cases).

  • systemProperties for system properties to set (applicable and handled in events linked to systems and conformance statements).

  • statementProperties for the properties of conformance statements (applicable and handled in events linked to conformance statements).

Note that returned properties that don’t apply (e.g. system properties when creating an organisation) are ignored. This is also the case for properties that cannot be matched with existing ones. In addition, any unexpected errors that may occur when applying such properties have no effect on the origin event of the trigger.

The following sample output illustrates a case where a trigger linked to the creation of a new conformance statement is returning values to set:

  • For the organisation, setting its “identifier” property.

  • For two conformance statement properties named “client.flag” and “client.number”.

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<ps:ProcessResponse xmlns:core="http://www.gitb.com/core/v1/" xmlns:ps="http://www.gitb.com/ps/v1/">
    <output name="organisationProperties">
        <core:item name="identifier">
            <core:value>123</core:value>
        </core:item>
    </output>
    <output name="statementProperties">
        <core:item name="client.flag">
            <core:value>true</core:value>
        </core:item>
        <core:item name="client.number">
            <core:value>ABC</core:value>
        </core:item>
    </output>
</ps:ProcessResponse>

A use case for such a trigger could be to prepare the organisation’s configuration linked to the new conformance statement so that it can begin testing. This trigger processing could also be defined as a mandatory prerequisite through the use of a hidden but required property that is used as a control flag and set through the trigger’s output.

Edit conformance certificate settings

A conformance certificate is a report that can be created only by administrators on behalf of an organisation. Its purpose is to act as the official summary of an organisation’s testing activities, providing proof of its results for a given conformance statement.

The conformance certificate is a report that is constructed automatically by the test bed but that can be customised for the community. This is done by clicking the Edit conformance certificate settings button from the community details’ panel:

../_images/admin_community_details_ta.PNG

Doing so presents you with a screen in which you can review and edit the current certificate settings. These are settings that are considered the defaults but that can also be overridden when creating each certificate if certain organisation-specific customisations need to be made.

../_images/admin_community_certificate.PNG

The options you can provide to customise the issued certificates are as follows:

  • The title to use. If none is provided “Conformance Certificate” is used.

  • Whether to add the conformance statement details. These are the information on the domain, specification, actor, organisation and system.

  • Whether to add the result overview. This is a summary text on the number of successfully passed and failed test cases.

  • Whether to add the individual test cases. Doing so will include a table showing the status for each test case in the conformance statement.

  • Whether to add a custom message. This is a rich-text section that you can customise as needed (see Setting a custom message).

  • Whether to add a digital signature to the report. This is done to serve as proof of authenticity and for non-repudiation (see Adding digital signatures).

When you have adjusted your settings you may preview them by clicking the Generate preview button. This generates a sample certificate such as the following:

../_images/admin_community_certificate_preview.PNG

Note that by default the conformance certificate includes the same information as the conformance test report (see Export conformance statement report). You are however free to customise this as you see fit for the community in question.

Setting a custom message

If you select to add a message, the form will expand to allow you to define its content:

../_images/admin_community_certificate_message.PNG

This is provided by means of a rich text editor that supports several placeholders that will be replaced using values from the actual conformance statement when the certificate is generated. The supported placeholders are:

  • $DOMAIN: The full name of the domain.

  • $SPECIFICATION: The full name of the specification.

  • $ACTOR: The full name of the actor linked to the conformance statement.

  • $ORGANISATION: The full name of the organisation to be granted the certificate.

  • $SYSTEM: The full name of the organisation’s system that was used in the tests.

Adding digital signatures

If you select to include a digital signature to generated certificates, the form will expand for you to provide the additionally required information:

../_images/admin_community_certificate_signature.PNG

To support signatures you are expected to provide:

  • The keystore file that includes the keypair (private and public key) that will be used. The keystore should contain a single keypair.

  • The keystore type. Supported types are JCEKS, JKS and PKCS#12.

  • The keystore’s password, used to open and read the keystore’s contents.

  • The key’s password, that is needed to use the private key when producing signatures.

Note

Use of a community keypair for signatures: The reason you are expected to provide a community-specific keypair for signatures is because ultimately it is the responsibility of the community administrator to determine whether an organisation should be issued a conformance certificate. An administrator could even choose to issue this if the organisation in question has not succeeded in passing all test cases. As a signature reflects the authenticity of the certificate’s content, the responsibility for issuing and signing it, as well as maintaining the validity of the relevant keypair, lies within the community and not the test bed as a whole.

Once a keystore file is uploaded you may Download or Remove it. In the latter case this will also reset the keystore type and provided passwords. When you have provided all information required you may also validate your configuration to be certain that the test bed can read the keystore and use the provided passwords. You can do so by clicking the test keystore configuration button.

../_images/admin_community_certificate_signature_test.PNG

Edit custom member properties

As part of a community’s configuration you can also define a set of custom properties for its organisations and their systems. Such properties allow you to collect and record additional information for the organisations, extending the default, limited information (names and versions).

The additional properties that you define can be used in numerous ways:

  • As additional data collection for community’s members, collecting through the test bed information not necessarily linked to the testing that you need for your reporting and follow-up.

  • To facilitate test configuration. Any properties you define can be included as variables in test sessions. By defining such information at a level higher than conformance statements you can avoid replication of properties that are of a cross-cutting nature (e.g. a country code linked to an organisation).

  • As additional quality control by restricting certain properties as being editable only by test bed or community administrators. Such properties can be considered as flags that you need to set before an organisation can engage in testing.

  • For data sharing, allowing you to configure for your users certain information that they will subsequently be able to access.

  • To facilitate automation via triggers or external scripting, by allowing the management of certain properties by external processes that could be used to drive automation tasks linked to your conformance testing (e.g. automatically generate certificates for new organisations).

To manage the community’s custom properties you start by clicking the Edit custom member properties button from the community details panel.

../_images/admin_community_details_ta.PNG

Doing so transfers you to the custom property management screen where you see your currently defined custom properties split in two tables:

  • Organisation-level properties for properties applicable to organisations.

  • System-level properties for properties applicable to systems.

../_images/admin_community_properties.PNG

Regardless of the type of property, the information recorded and displayed is the same:

  • Label: A text to be displayed to users as the label for the property.

  • Key: A unique value for the property that will also be used as its variable name in test cases.

  • Type: The type of the property. This can be Simple for text values, Binary for files or Secret for secret values.

  • Required: Whether the property must be defined before executing test cases.

  • Editable: Whether the property can be edited by organisation users. Otherwise this will be reserved to administrators.

  • In tests: Whether the property is included as a variable in test sessions. If so the name of this variable is determined by the key value and is accessed through the ORGANISATION or SYSTEM map depending on the case (see the GITB TDL documentation for more details).

  • In exports: Whether the property will be included in the CSV exports generated from administration dashboards (the session dashboard and conformance dashboard).

  • Hidden: Whether the property apart from being editable only by administrators is also hidden from organisation users. Such properties could be very useful as control flags that are set by administrators, triggers or external scripts before testing starts.

In the case of organisation-level properties there is an additional option In registration available. By checking this, the property will also appear as part of the self-registration form for the community. You would do this for key information you want to have users provide as early as possible, and ideally as part of their initial organisation data. Through the community’s user permissions you may also specify that such properties when defined additionally as required are to be blocking if not provided.

Regarding a property’s key, there are certain predefined values that cannot be used as these correspond to the default organisation’s or system’s information. The reserved key values per case are:

  • For organisation properties values shortName and fullName.

  • For system properties values shortName, fullName and version.

Note

The screenshots that follow illustrate the management of organisation properties. The process and information is nonetheless identical for system properties.

Create a property

Creating a new property is done by clicking the Create property button from the relevant table header.

../_images/admin_community_properties_create.PNG

In the resulting popup you are prompted to provide the property’s definition. The description of the property is an optional text that serves as a tooltip to assist users in the property’s completion. The Preset values apply to simple properties (i.e. text) and allow you to define a preset list of values for this property that will appear as a dropdown selection list. For each such value you can define a user-friendly label and the property’s actual value, using the provided controls to add new values, remove existing ones or change their display order.

../_images/admin_community_properties_presets.PNG

The Depends on field is optional and allows you to define a prerequisite condition for this property. To set such a prerequisite you need to select another property from the provided list and specify to its left in the provided text field (or dropdown selection if the property has preset values) the value that it needs to have for the current property to be enabled. A property that misses any of its prerequisite conditions (i.e. its direct prerequisite or a prerequisite’s prerequisite) will be considered inactive, even if set as required, and will be excluded from input forms and test sessions. Using such dependencies is a powerful mechanism to define conditional inputs based on other properties or external processing (e.g. via triggers).

Note

Parameters of binary or secret type cannot be used as prerequisites.

In terms of their configuration, new properties are by default set to be simple (i.e. text values) and editable by users. If the property is set as being binary or secret it will not be able to be included in exports. In addition, a property can only be defined as hidden if it is set at non-editable by users.

To create the property complete the required information and click on Save. Clicking on Cancel will close the popup.

Edit a property

Editing an exiting property is done by clicking the property’s row from its relevant table.

../_images/admin_community_properties_edit.PNG

In the resulting popup you can view the property’s current configuration and edit it according to your needs. Details on the meaning of properties, preset values and property dependencies are provided in the create property documentation.

To update the property’s definition complete the required information and click on Save. Alternatively, clicking on Delete will, upon confirmation delete the property as well as any existing values provided by the community’s members. Finally, clicking on Cancel will close the popup without any action.

Change property ordering

By default properties are ordered alphabetically based on their label. You may override this default ordering by reordering the properties as needed and saving their relative positions. This is done through the table listing the properties per type by clicking the up and down arrows at each row’s right end.

../_images/admin_community_properties_ordering.PNG

At each click the relevant row will be moved accordingly by one. Once you have reordered properties in this way you will notice that the Save property order button becomes enabled. You will need to click this to confirm and persist the displayed ordering.

Preview property forms

Given the multiple options available to define custom properties (e.g. preset values, ordering, prerequisites, hidden properties) it is useful to double-check that your setup matches your expectations. To help with this you may click the Preview button on each table’s header to open up a sample form based on your current configuration.

../_images/admin_community_properties_preview.PNG

The displayed dialog offers a Preview mode selection with which you can adapt the preview based on the various available situations:

  • Organisation user: Presents the form visible by organisation administrators once they are logged into the test bed.

  • Self-registration screen: Presents the form that is displayed as part of the self-registration process (if enabled).

  • Community administrator: Presents the form visible to community and test bed administrators.

In case the current configuration results in an empty form (e.g. all properties are set as hidden and the preview mode is set to “Organisation user”) a relevant message is displayed.

Edit labels

A key step in designing a conformance testing strategy using the test bed is to make a mapping between its key concepts and the ones specific to a given community. Although the test bed’s concepts are flexible enough to address most needs the resulting mapping could result in terms being presented to users that may not be intuitive.

As a means to further customise the test bed for a given community, community and test bed administrators are able to define replacement labels for each concept. These replacements are displayed in all screens, reports and exports, both for community members and administrators.

To define custom labels for a given community you start by clicking the Edit labels button from the community details panel.

../_images/admin_community_details_ta.PNG

Doing so transfers you to the label management screen where you can review the labels currently considered, both default and custom ones.

../_images/admin_community_labels.png

The concepts that can have custom labels defined are domains, specifications, actors, endpoints, organisations and systems. For each concept the following controls are provided:

  • Override: Whether or not the given label should be set with a custom value. If not, the default values apply.

  • Singular form: The label applied when referring to a single concept element. The default value, if not replaced, is displayed as readonly.

  • Plural form: The label applied when referring to multiple concept elements. The default value, if not replaced, is displayed as readonly.

  • Fixed casing: Whether the casing provided should be kept unchanged in all references. If not checked, labels will be lowercased when in the middle of sentences.

To provide a custom label check the Override checkbox and supply the desired labels. Once finished editing the labels, click on Save to persist your changes or Back to discard them and return to the community details’ page.

Manage test bed defaults

As test bed administrator you can define information as being default at test bed level, allowing your communities to fall back to them if no community-specific replacement is defined. The test-bed default elements that can be configured are:

  • A default landing page.

  • A default legal notice.

  • A default error template.

In addition, the test bed foresees a Default community to facilitate with the management of default elements as well as to support organisations that don’t belong to a specific community.

The Default community

The Default community is a special purpose community that is always present in the test bed and cannot be removed. It allows use of the test bed without needing to define specific user communities for organisations with limited testing activities. Your special purpose Admin organisation is also defined as part of this community and allows you to verify any defined test cases before your users execute them.

In terms of management the Default community is exactly like a regular community with the following differences:

  • It cannot be deleted.

  • It cannot have community administrators defined for it (its administrators are the test bed administrators).

  • Any organisations you add to this community will have access to all the specifications and test suites defined in the test bed.

  • Elements defined as community defaults (landing page, legal notice, error template) are considered also as the test bed defaults.

These exceptions aside, management of the Default community uses the same screens as a regular community. See Manage a community’s details for more information.

Note

When to define organisations in the Default community: The Default community can include organisations as any other community. It is advised however that organisations are added to this only in cases where testing activities are very limited or in case of proof-of-concepts. In most scenarios where a set of organisations need to execute tests that need to be followed up by administrators they would be better served by a dedicated community. This allows you to delegate management, configuration and support tasks to the community’s administrators and allow for easier use as non-relevant specifications will be hidden (both for community administrators and organisation users).

Default pages, notices and templates

The test bed’s default landing page, legal notice and error template, are those displayed to all users that don’t have more specific ones configured. This could be possible in two cases:

  • For users within a specific community for which a community-level default landing page, legal notice and/or error template are defined.

  • For users of organisations that have a specific landing page, legal notice and/or error template configured directly for their organisation.

In all other cases it is the test bed’s defaults that will be displayed, including for test bed administrators. Management of these defaults is achieved through the Default community’s management screen as you would do for any community. The difference here is that the landing page, legal notice and error template that are defined as the defaults are the ones considered as such not only for the Default community’s organisations but also for all communities.

To manage the default landing page, legal notice and error template:

  1. Select to manage the Default community’s details (see Manage a community’s details).

  2. Manage the landing pages, legal notices and error templates through the same screens used for the community-specific ones (see Manage community-specific landing pages, Manage community-specific legal notices and Manage community-specific error templates respectively).