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What's Wrong with My Test Data?
Lauri Pietarinen
Relational Consulting
EuroSTAR 2008
My Background
• Tietokonepalvelu (Pension Insurance) 85-97
– Mainframe development in PLI/DL/I environment
– Support department 87-95
• Maintenance of prog. environment, DB2-training etc...
• AtBusiness Communications 97-04
– Internet applications
– Database design, DW-implementations, Java-programming,
Project management etc...
• Relational Consulting (own company) 04 
– Independent database consultant
– Specialising in test data management
• Lauri.pietarinen (at) relational-consulting.com
Customers
• Finland
– Ilmarinen (Insurance)
– Arek (Insurance)
– TietoEnator
– Area (Travel agency)
– + many others…
• Sweden
– BGC
– Alecta
– SEB
Agenda
• Why is test data management important?
• Alternatives for populating test databases
• Technical issues involved
– what is needed (scope of data)?
– subsetting issues
– de-identifying
• Case: Pension Insurance Company in Sweden
Traditional Model
Input OutputProcess
Database Application
DATABASE
Program
DEV
DB2
ZOS
UNIX
WIN
ORACLE
DB2UDB
.NET
BIZTALK
MQ
SYSTEST
DB2
ZOS
UNIX
WIN
ORACLE
DB2UDB
.NET
BIZTALK
MQ
ACCEPTANCE
DB2
ZOS
UNIX
WIN
ORACLE
DB2UDB
.NET
BIZTALK
MQ
PROD
DB2
ZOS
UNIX
WIN
ORACLE
DB2UDB
.NET
BIZTALK
MQ
Database App Env
Problems with test data
• Test data is not semantically valid
– errors in test programs have corrupted the database
– integrity over several systems
• external interfaces!
• Test data is not comprehensive
– hard to build realistic test cases
• Test data cases are consumed
– Contracts terminated and people declared dead
– "You can't step into the same river twice"
• Herakleitos
 programs can't even be started
 solving errors caused by faulty data
Two Different Disciplines
TESTING DATABASES
How to Populate the Test DB?
SQL-Scripts Robot over UI
(e.g. QTP)
100% COPY
5%
5%
PROD
TEST
EXTRACT
1
2
3
4
How to Populate Test DB?
• Copy total production full volume into test
– + is comprehensive and intact
– + technically simple (can be done with standard tools)
– - heavy operation with big databases
– - test environment hard to use and maintain
– - ad hoc updates from production not possible
– - does not solve problem of consumption and corruption
• Scripts
– + create non existent cases
– + only need SQL-editor
– - lots of repetitive work
– - go out of date
• Extract subset from production
– + right data when needed
– + same technology can be used to manage the subsets
– - need to build home made tools/scripts or purchase one
– - expert knowledge of database structure required
How to Extract?
• Home made tools/scripts
– many organisations have such tools/scripts/programs
– effort needed to maintain them
• often tied to one person (who will soon be retired!)
• Generic products
– DataBee (Net 2000)
– Grid-Tools (Grid-Tools)
– Optim/Relational Tools (IBM)
– Data Express (Micro Focus)
Sample Extract
CUSTOMERS
ORDERS
DETAILSITEMSITEMS
Lot's of issues still remain
• What is a test case?
– must define what is needed for the spesific test
– customer, with orders or without?
– often simpler to extract superset of tables
• Finding the right cases for your test
– green haired left handed midget
– maintain library of keys and/or SQL-scripts?
• Bookkeeping (is somebody else already using this
case?)
• Integrity over applications
– External parties
– 3rd party software
Some Concepts (Optim)
• Extract
– start from a set of rows in start table and extract all related
rows from specified tables
– use RI or "soft relations" for navigation
• Extract File
– binary format file containing extracted data
• Insert
– add rows from extract file into database
• Delete
– delete rows that were extracted
• Compare
– compare two extracts and flag deleted, inserted and
modified rows
Extract/Insert
Extract File
(binary format)
ProdDb TestDb
Cust1
Cust2
Cust3
Cust1
Cust2
Cust3
Regression Test
Prog V1
Extract
Monday
Prog V2
Tuesday
Extract
Compare
InsertInsert
Database Subsetting
Jill's test cases
Arthur's test cases
Mary's test cases
Lauri's test cases
C4
Subsetting Scenario
Test database
C4
C2 C5
C3
C7C8
C9
PROGRAM
4 Compare
2 Run Program
3 Extract after
Compare
1 Extract before
5 Delete
6 Insert original
C4C4
Impact on Program/DB Design
• Batch programs should be able to operate on subsets
of cases
– so as not to consume and disturb the whole database!
– external parameters (e.g. list of customers) or other
indicators
– new columns/tables in database for subsetting?
• Soft Date
– Don't get date from the system, give it as a parameter
• Choice of indentifiers
– surrogate keys/logical keys
• How identifiers are generated
– surrogate table
– sequence
– select max(key)+1 from table
Case: Company X
• X is a Swedish insurance company that
specialises in Labour Pension Insurances
• X recently renewed nearly all of it's
application portfolio
– Billing, payouts, insurance, DW, actuary,
extranet...
– Went live April 1st 2008
• Large project with a budget of about 100M€
– development time 6 years
– up to 150 persons involved in the project
Case: X
• Technical platforms: >5
• Kinds of DBMS's: 4
• Number of databases: ~20
• Number of tables: >1200
• Number of integration interfaces: ~100
• Number of batches: 150
• Number of online dialogs: 100
• Number of test cases: > 1400
Case: X
PROD
ACCEPTANCE
DEV
SYSTEST 100%
TEST DATA
DB
5%
Fast Track /1-10 at a time
5%
5%
Take/restore snapshot
QTP
Case: X
Optim EXTRACT Process Report
Extract File : K87376.TDSRES.B54.S004.EAF.SEXT.XF
Access Definition : TDS.EAF.EXTRACT
Created by : Job K87376, using SQLID K87376 on DB2 Subsystem DB2P
Time Started : 2008-03-26 08.21.27
Time Finished : 2008-03-26 08.48.37
Process Options:
Process Mode : Batch
Retrieve Data using : DB2
Limit Extract Rows : 40000000
RowList : 'K87376.TDSRES.B54.S004.EAF.SEXT.PNS'
Total Number of Extract Tables : 112
Total Number of Extracted Rows : 6676868
Total Number of First Pass Start Table Rows : 117172
5% of a total of 2M persons
X: Life Cycle Tests
• Test environment was loaded with one
person at a time
– from a set of about 30 persons with different
profiles
• 10 months worth of batches were run at the
rate of about 7 min/month
– Batches used "soft date" to simulate time flow
• Before/after compares were made on the
database
De-identifying Sensitive Data
• Tightening regulation
• Outsourcing
– providing your contractors with good test data is
essential
– however, security issues become important
De-identifying Issues
• How to de-identify
– use algorithm to create new id (soc.security nr)
– create a random id and save in lookup table
• always use the same?
– use a random lookup table for names
• Issues
– propagating changes to foreign keys
– introducing company wide schemes
– introducing extra company schemes
Create a TDM-System
• Wrapping it up by building a Test Data
Management System
– process for copying data from one environment to
the other
– automated system to minimize manual work
involved
– Imbed bookkeeping and deidentifying
– Auditing and statistics "for free"
Sample Excel for Ordering Data
Test Data Management
 Plan
 Centralize
 Use a tool
 Test data management must be
an integral part of application
testing and development and not
an afterthought

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Lauri Pietarinen - What's Wrong With My Test Data

  • 1. What's Wrong with My Test Data? Lauri Pietarinen Relational Consulting EuroSTAR 2008
  • 2. My Background • Tietokonepalvelu (Pension Insurance) 85-97 – Mainframe development in PLI/DL/I environment – Support department 87-95 • Maintenance of prog. environment, DB2-training etc... • AtBusiness Communications 97-04 – Internet applications – Database design, DW-implementations, Java-programming, Project management etc... • Relational Consulting (own company) 04  – Independent database consultant – Specialising in test data management • Lauri.pietarinen (at) relational-consulting.com
  • 3. Customers • Finland – Ilmarinen (Insurance) – Arek (Insurance) – TietoEnator – Area (Travel agency) – + many others… • Sweden – BGC – Alecta – SEB
  • 4. Agenda • Why is test data management important? • Alternatives for populating test databases • Technical issues involved – what is needed (scope of data)? – subsetting issues – de-identifying • Case: Pension Insurance Company in Sweden
  • 8. Problems with test data • Test data is not semantically valid – errors in test programs have corrupted the database – integrity over several systems • external interfaces! • Test data is not comprehensive – hard to build realistic test cases • Test data cases are consumed – Contracts terminated and people declared dead – "You can't step into the same river twice" • Herakleitos  programs can't even be started  solving errors caused by faulty data
  • 10. How to Populate the Test DB? SQL-Scripts Robot over UI (e.g. QTP) 100% COPY 5% 5% PROD TEST EXTRACT 1 2 3 4
  • 11. How to Populate Test DB? • Copy total production full volume into test – + is comprehensive and intact – + technically simple (can be done with standard tools) – - heavy operation with big databases – - test environment hard to use and maintain – - ad hoc updates from production not possible – - does not solve problem of consumption and corruption • Scripts – + create non existent cases – + only need SQL-editor – - lots of repetitive work – - go out of date • Extract subset from production – + right data when needed – + same technology can be used to manage the subsets – - need to build home made tools/scripts or purchase one – - expert knowledge of database structure required
  • 12. How to Extract? • Home made tools/scripts – many organisations have such tools/scripts/programs – effort needed to maintain them • often tied to one person (who will soon be retired!) • Generic products – DataBee (Net 2000) – Grid-Tools (Grid-Tools) – Optim/Relational Tools (IBM) – Data Express (Micro Focus)
  • 14. Lot's of issues still remain • What is a test case? – must define what is needed for the spesific test – customer, with orders or without? – often simpler to extract superset of tables • Finding the right cases for your test – green haired left handed midget – maintain library of keys and/or SQL-scripts? • Bookkeeping (is somebody else already using this case?) • Integrity over applications – External parties – 3rd party software
  • 15. Some Concepts (Optim) • Extract – start from a set of rows in start table and extract all related rows from specified tables – use RI or "soft relations" for navigation • Extract File – binary format file containing extracted data • Insert – add rows from extract file into database • Delete – delete rows that were extracted • Compare – compare two extracts and flag deleted, inserted and modified rows
  • 16. Extract/Insert Extract File (binary format) ProdDb TestDb Cust1 Cust2 Cust3 Cust1 Cust2 Cust3
  • 17. Regression Test Prog V1 Extract Monday Prog V2 Tuesday Extract Compare InsertInsert
  • 18. Database Subsetting Jill's test cases Arthur's test cases Mary's test cases Lauri's test cases
  • 19. C4 Subsetting Scenario Test database C4 C2 C5 C3 C7C8 C9 PROGRAM 4 Compare 2 Run Program 3 Extract after Compare 1 Extract before 5 Delete 6 Insert original C4C4
  • 20. Impact on Program/DB Design • Batch programs should be able to operate on subsets of cases – so as not to consume and disturb the whole database! – external parameters (e.g. list of customers) or other indicators – new columns/tables in database for subsetting? • Soft Date – Don't get date from the system, give it as a parameter • Choice of indentifiers – surrogate keys/logical keys • How identifiers are generated – surrogate table – sequence – select max(key)+1 from table
  • 21. Case: Company X • X is a Swedish insurance company that specialises in Labour Pension Insurances • X recently renewed nearly all of it's application portfolio – Billing, payouts, insurance, DW, actuary, extranet... – Went live April 1st 2008 • Large project with a budget of about 100M€ – development time 6 years – up to 150 persons involved in the project
  • 22. Case: X • Technical platforms: >5 • Kinds of DBMS's: 4 • Number of databases: ~20 • Number of tables: >1200 • Number of integration interfaces: ~100 • Number of batches: 150 • Number of online dialogs: 100 • Number of test cases: > 1400
  • 23. Case: X PROD ACCEPTANCE DEV SYSTEST 100% TEST DATA DB 5% Fast Track /1-10 at a time 5% 5% Take/restore snapshot QTP
  • 24. Case: X Optim EXTRACT Process Report Extract File : K87376.TDSRES.B54.S004.EAF.SEXT.XF Access Definition : TDS.EAF.EXTRACT Created by : Job K87376, using SQLID K87376 on DB2 Subsystem DB2P Time Started : 2008-03-26 08.21.27 Time Finished : 2008-03-26 08.48.37 Process Options: Process Mode : Batch Retrieve Data using : DB2 Limit Extract Rows : 40000000 RowList : 'K87376.TDSRES.B54.S004.EAF.SEXT.PNS' Total Number of Extract Tables : 112 Total Number of Extracted Rows : 6676868 Total Number of First Pass Start Table Rows : 117172 5% of a total of 2M persons
  • 25. X: Life Cycle Tests • Test environment was loaded with one person at a time – from a set of about 30 persons with different profiles • 10 months worth of batches were run at the rate of about 7 min/month – Batches used "soft date" to simulate time flow • Before/after compares were made on the database
  • 26. De-identifying Sensitive Data • Tightening regulation • Outsourcing – providing your contractors with good test data is essential – however, security issues become important
  • 27. De-identifying Issues • How to de-identify – use algorithm to create new id (soc.security nr) – create a random id and save in lookup table • always use the same? – use a random lookup table for names • Issues – propagating changes to foreign keys – introducing company wide schemes – introducing extra company schemes
  • 28. Create a TDM-System • Wrapping it up by building a Test Data Management System – process for copying data from one environment to the other – automated system to minimize manual work involved – Imbed bookkeeping and deidentifying – Auditing and statistics "for free"
  • 29. Sample Excel for Ordering Data
  • 30. Test Data Management  Plan  Centralize  Use a tool  Test data management must be an integral part of application testing and development and not an afterthought