Managing an encrypted dataset

You can use encrypted datasets to limit access to confidential information such as account number or passwords. You can arrange data by an appropriate category so that project members can use datasets more effectively in certain tests and protect them.

About this task

A dataset can contain classified information that other members can access with permission. As a project owner, you can group encrypted datasets into different classifications and enable project members to view and edit datasets and run tests associated with the encrypted datasets. After you have created a classification, you can change the classification for a dataset. You can also delete a classification if you do not require it in your test environment.

Notes:

You must grant access and provide the original password set in the desktop client to other members of the project to work with an encrypted dataset.
A project member who has been added as a Tester role can work with the encrypted dataset.

Creating a classification

As a project owner, you can organize encrypted datasets by creating a classification so that project members can use and protect datasets more efficiently.

Before you begin

You must have completed the following tasks:

Created at least one dataset and encrypted the dataset with a password in the test assets in desktop clients and added it to the Git repository.
Created a project in . See Test assets and a server project.
Configured the repository that contains the test assets in your project. See Adding repositories to a server project.

About this task

After creating a classification, you can grant access and provide the original password set in the desktop client to other members of the project to work with an encrypted dataset.

Procedure

Go to the URL.
Enter your user name and password, and then click Login.
From the UI, open your project.
Click Configure, and then the DATA SECURITY tab.
Click New classification and enter a name for the classification.
Click Create.
Click the Add icon to select the encrypted dataset to become part of the new classification.

Note: The Add button is disabled if your repository contains only the datasets that are not encrypted.
In the Add encrypted dataset window, select a dataset from the list and enter a password of a dataset that was set in the desktop client, and then click the Add button.

The encrypted dataset that is added to the classification is displayed.

What to do next

You can grant access to other project members to use the encrypted dataset.

Editing or deleting a classification

After you have created a classification, you can edit the name of the classification. You can also delete a classification when it is not required in your test environment.

Before you begin

You must have completed the following tasks:

Created at least two classifications. See Creating a classification.

About this task

You can opt to edit or delete a classification for your project any time after you create a classification. For example, you might want to edit the name of the classification or delete the classification if the classification that is created earlier are not required.

Note: You must be a project owner to create, edit, or delete a classification.

To edit a classification, go to Step 1.
To delete a classification, go to Step 2.

Procedure

To edit a classification:
3. If there are multiple classifications created in the project, select a classification that you want from the list.
4. Click the Edit icon to edit the selected classification.
5. In the Edit classification window, edit the name of the classification, and click Save.
To delete a classification:
click the Delete icon in the row of the classification that you want to delete and click Delete in the Delete classification window.
Note: Before deleting a classification, you must move the added datasets to another classification else the delete icon is disabled.

Results

You have edited the name for a classification in your project.
You have deleted a classification.

Moving an encrypted dataset to another classification

When you add many encrypted datasets to the same classification, you can move some of them to another classification.

Before you begin

Procedure

Select a classification from the list that has the encrypted dataset.
Click the Edit icon from the Actions column of a dataset.
In the Change the classification for the Dataset window, select a classification from the list and enter a password.
Click Save.
A classification for a dataset is updated successfully.

Results

You have moved the encrypted dataset from one classification to another.

Removing a dataset from the classification

You can remove a datasets added to a classification when they are no longer required.

Before you begin

You must have completed the following tasks:

Created a classification and added the encrypted dataset to it. See Creating a classification.

Procedure

Select a classification from the list that has an encrypted dataset.
Click the Delete icon from the Actions column of a dataset.
In the Remove Dataset window, click Remove.

Note: Removing dataset from the classification also removes the password stored in for encrypted data. You must enter the password again to gain access to the encrypted columns.

Results

You have removed the datasets from a classification.

Granting classification access to members or members roles

You can grant or revoke access to the classification in your project to individual members with different roles or the all members with a specific role. Without access to the classification, members cannot view, create, edit, delete, or use the classification.

Before you begin

You must be a project owner and have completed the following tasks:

Added one or more users to your project. See Adding users to a server project.
Created at least one classification. See Creating a classification.

Procedure

Select the classification from the drop-down list.
To grant access, you can choose any of the following methods:
- To add all members with a specific role, click the role listed under Grant access to role. For example, if you select Testers then all members in the project with a tester role are granted access to the selected classification. You can select any role or all the roles listed.
- To select specific members to grant access to the selected classification, enter the name or the email ID of the member in the Grant access to member field and add them from the list that displays.
Note: Members added specifically are listed under Members with access to this classification but the members added for a role are not displayed.

Important: Irrespective of the role that the member (Owner, Tester or Viewer) was assigned in the project, the access to the classification has to be specifically granted to the members from the DATA SECURITY tab.
To revoke access, you can choose any of the following methods:
- To remove all members with a specific role, click the role listed under Grant access to role to clear the selection. For example, if Testers is selected and you clear it, then all members in the project with a tester role are removed from the access list to the classification.
- To remove specific member with access to the classification, select the member and click the Delete icon .
Notes:
- Any member with access to the classification can remove access of other members specifically added or of all members with a specific role.
- Members with access to the classification can remove themselves from the access list provided that there is at least one member in the list. After removing themselves, members cannot add themselves back to the access list and must be added by any of the other members in the list.

Results

You have granted or revoked the classification access to project members.