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The Scourge of Testing
Test Data Management

www.cohesion.com | 877.774.3001
Introducing Joseph Ours
About Joseph
• Owns development and delivery of
Cohesion's Quality Assurance and
Testing Services

•

More than 15 years of IT experience
spanning several industries and
roles

•

Contacting Me
@justjoehere
jours@cohesion.com
614.423.5253
www.linkedin.com/in/josephours

Notable success managing multimillion dollar initiatives while
introducing innovative solutions for
Fortune 1000 companies, resulting
in improved quality, increased client
satisfaction, cost avoidance, on-time
delivery, and establishing a true
team culture

www.cohesion.com | 877.774.3001
What is this about
Purpose of TDM
TDM Lifecycle
Key TDM Lifecycle Aspects

Key TDM Support Roles

www.cohesion.com | 877.774.3001
Quick Examples
• Company #1
•
•
•
•
•

42 Systems needed for E2E testing
Systems couldn’t talk because data didn’t match
Project teams added 15% more testing time for test data collection/creation
10% of tests could not be executed due to bad data
All defects had to be investigated as bad data first
•
•

Old data triggered many invalid defects
Some production defects existed because of unique data in production that wasn’t in a
test environment

• Company #2
•
•
•
•
•

Agile teams (6)
Used automation, ran tests every day/evening
Created business transactions as a part of testing
Transactions had a default renewal date
Actual renewal date hit, test environment came down as it tried to process all the
renewals
www.cohesion.com | 877.774.3001
Why Manage Test Data?

You manage test data or test data
manages you
Test data can impede the overall
speed of testing
Test data affects the ability to
conduct types of testing such as:
• Performance testing
• Security testing
www.cohesion.com | 877.774.3001
Challenges Associated with Test Data?

Labor
Skipped tests
Availability

Security/PII
Storage space
Freshness of data
www.cohesion.com | 877.774.3001
Have you ever tried to test…
•
•
•

Big Data
Data Warehouses
Predictive Analytics

www.cohesion.com | 877.774.3001
Why a Test Data Management Strategy
Reduce ambiguity in data sourcing and control

Establish roles and responsibilities around test data

Ensure right size test databases that accurately reflect into in business processes

Support comprehensive nonfunctional testing to obtain in user confidence in production performance
and scalability
Allow for managing risks associated with test data

Facilitate communicating test data needs

Identify SLA’s for test data turnaround

www.cohesion.com | 877.774.3001
Standardized
Modular
Managed
Known CIM

•
•
•
•

Quality
Self-Serve
Data Catalog
Fast
Acquisition

Scalable

•
•
•
•

Consumable

Reusable

Mature TDM is…

• Competency
Center
• Operational
Efficiency
• Traceable
• Compliance

www.cohesion.com | 877.774.3001
Test Data Management Lifecycle

Analysis

Design

Creation

Use and
Maintenance

Disuse

Governance

www.cohesion.com | 877.774.3001
Governance

Acquisition

Permissions
Encryption

Refresh

Scrubbing

Maintenance

Enrichment

Masking
Integrity
Translation

www.cohesion.com | 877.774.3001
Analysis

Analysis and Design

Design

Creation

Use and
Maintenan
ce

• The simplest phase, with the most work!

Analysis
• Test scenario data needs identified
• Refresh frequency
• Storage needs identified
Design
• Implementation of storage infrastructure
• Implementation of TDM tools, if required
• Any data prep work
www.cohesion.com | 877.774.3001

Disuse
Analysis

Creation

Design

Creation

Use and
Maintenan
ce

Reverse migration
• Clone
• Subsetting

Creation through
• UI or API
• Direct injection

Massage
www.cohesion.com | 877.774.3001

Disuse
Creation - Key Evaluation Criteria
Provides Real
World Data

Ensures Data
Integrity

Entire Book of
Business Available

Reduces Data Set
Size

Minimizes
Security Risks

Covers All Test
Scenarios

Fast Acquisition
Time for Data

Minimizes
Duplicate Data
www.cohesion.com | 877.774.3001
Reverse Migration

www.cohesion.com | 877.774.3001
Data Creation

www.cohesion.com | 877.774.3001
Massage

www.cohesion.com | 877.774.3001
Instantiation Summary

Provides Real World Data
Ensures Data Integrity
Entire Book of Business
Available
Reduces Data Set Size
Minimizes Security Risks
Covers All Test Scenarios
Fast Acquisition Time for
Data
Minimizes Duplicate Data

Reverse Migration
Full
Subset
Clone
X
X
X
X
X
X

X

Creation
UI/A
Direct
PI
Injection

X
X
X
X

X
X
X
X

Massage

X
X
X

X
www.cohesion.com | 877.774.3001
Analysis

Use of Test Data

Design

Creation

Use and
Maintenan
ce

Preparation
Validation
Execution

Maintenance
www.cohesion.com | 877.774.3001

Disuse
Analysis

Design

Creation

Dis-use

Archival

Deletion

Use and
Maintenan
ce

Retain

www.cohesion.com | 877.774.3001

Disuse
Key Roles Supporting TDM
Application
Architect

Infrastructure
Architect

TDM
Architect

TDM
Manager
Security and
Compliance
Officer

Test Lead

Database
Administrator

www.cohesion.com | 877.774.3001
Recap
Analysis

Application
Architect

Design
Creation

Use and
Maintenance

Disuse

Infrastructure
Architect

TDM
Architect

TDM
Manager
Security and
Compliance
Officer

Test Lead

Database
Administrator

Governance

• Quality
• Self-Serve
• Data Catalog
• Fast
Acquisition

Scalable

• Standardized
• Modular
• Managed
• Known CIM

Consumable

Reusable

Improve defect quality
• Competency
Center
• Operational
Efficiency
• Traceable
• Compliance

Facilitate test coverage
Reduce labor costs
Manage storage needs
Manage security risks

www.cohesion.com | 877.774.3001
Questions?

www.cohesion.com | 877.774.3001
Joseph Ours, MBA, PMP
jours@cohesion.com

614.423.5253
www.cohesion.com
@justjoehere
www.linkedin.com/in/josephours

www.cohesion.com | 877.774.3001

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Joseph Ours - The Scourge Of Testing: Test Data Management

  • 1. The Scourge of Testing Test Data Management www.cohesion.com | 877.774.3001
  • 2. Introducing Joseph Ours About Joseph • Owns development and delivery of Cohesion's Quality Assurance and Testing Services • More than 15 years of IT experience spanning several industries and roles • Contacting Me @justjoehere jours@cohesion.com 614.423.5253 www.linkedin.com/in/josephours Notable success managing multimillion dollar initiatives while introducing innovative solutions for Fortune 1000 companies, resulting in improved quality, increased client satisfaction, cost avoidance, on-time delivery, and establishing a true team culture www.cohesion.com | 877.774.3001
  • 3. What is this about Purpose of TDM TDM Lifecycle Key TDM Lifecycle Aspects Key TDM Support Roles www.cohesion.com | 877.774.3001
  • 4. Quick Examples • Company #1 • • • • • 42 Systems needed for E2E testing Systems couldn’t talk because data didn’t match Project teams added 15% more testing time for test data collection/creation 10% of tests could not be executed due to bad data All defects had to be investigated as bad data first • • Old data triggered many invalid defects Some production defects existed because of unique data in production that wasn’t in a test environment • Company #2 • • • • • Agile teams (6) Used automation, ran tests every day/evening Created business transactions as a part of testing Transactions had a default renewal date Actual renewal date hit, test environment came down as it tried to process all the renewals www.cohesion.com | 877.774.3001
  • 5. Why Manage Test Data? You manage test data or test data manages you Test data can impede the overall speed of testing Test data affects the ability to conduct types of testing such as: • Performance testing • Security testing www.cohesion.com | 877.774.3001
  • 6. Challenges Associated with Test Data? Labor Skipped tests Availability Security/PII Storage space Freshness of data www.cohesion.com | 877.774.3001
  • 7. Have you ever tried to test… • • • Big Data Data Warehouses Predictive Analytics www.cohesion.com | 877.774.3001
  • 8. Why a Test Data Management Strategy Reduce ambiguity in data sourcing and control Establish roles and responsibilities around test data Ensure right size test databases that accurately reflect into in business processes Support comprehensive nonfunctional testing to obtain in user confidence in production performance and scalability Allow for managing risks associated with test data Facilitate communicating test data needs Identify SLA’s for test data turnaround www.cohesion.com | 877.774.3001
  • 9. Standardized Modular Managed Known CIM • • • • Quality Self-Serve Data Catalog Fast Acquisition Scalable • • • • Consumable Reusable Mature TDM is… • Competency Center • Operational Efficiency • Traceable • Compliance www.cohesion.com | 877.774.3001
  • 10. Test Data Management Lifecycle Analysis Design Creation Use and Maintenance Disuse Governance www.cohesion.com | 877.774.3001
  • 12. Analysis Analysis and Design Design Creation Use and Maintenan ce • The simplest phase, with the most work! Analysis • Test scenario data needs identified • Refresh frequency • Storage needs identified Design • Implementation of storage infrastructure • Implementation of TDM tools, if required • Any data prep work www.cohesion.com | 877.774.3001 Disuse
  • 13. Analysis Creation Design Creation Use and Maintenan ce Reverse migration • Clone • Subsetting Creation through • UI or API • Direct injection Massage www.cohesion.com | 877.774.3001 Disuse
  • 14. Creation - Key Evaluation Criteria Provides Real World Data Ensures Data Integrity Entire Book of Business Available Reduces Data Set Size Minimizes Security Risks Covers All Test Scenarios Fast Acquisition Time for Data Minimizes Duplicate Data www.cohesion.com | 877.774.3001
  • 18. Instantiation Summary Provides Real World Data Ensures Data Integrity Entire Book of Business Available Reduces Data Set Size Minimizes Security Risks Covers All Test Scenarios Fast Acquisition Time for Data Minimizes Duplicate Data Reverse Migration Full Subset Clone X X X X X X X Creation UI/A Direct PI Injection X X X X X X X X Massage X X X X www.cohesion.com | 877.774.3001
  • 19. Analysis Use of Test Data Design Creation Use and Maintenan ce Preparation Validation Execution Maintenance www.cohesion.com | 877.774.3001 Disuse
  • 21. Key Roles Supporting TDM Application Architect Infrastructure Architect TDM Architect TDM Manager Security and Compliance Officer Test Lead Database Administrator www.cohesion.com | 877.774.3001
  • 22. Recap Analysis Application Architect Design Creation Use and Maintenance Disuse Infrastructure Architect TDM Architect TDM Manager Security and Compliance Officer Test Lead Database Administrator Governance • Quality • Self-Serve • Data Catalog • Fast Acquisition Scalable • Standardized • Modular • Managed • Known CIM Consumable Reusable Improve defect quality • Competency Center • Operational Efficiency • Traceable • Compliance Facilitate test coverage Reduce labor costs Manage storage needs Manage security risks www.cohesion.com | 877.774.3001
  • 24. Joseph Ours, MBA, PMP jours@cohesion.com 614.423.5253 www.cohesion.com @justjoehere www.linkedin.com/in/josephours www.cohesion.com | 877.774.3001