Lab and workspace management

When logging into OpenText Functional Testing Lab as an admin user, you have access to the Management tab of the Administration menu . Here you can define and manage workspaces and manage users. This menu is visible only to admin users.

Getting started with workspaces

You can create multiple workspaces within your shared space. Workspaces are individual work areas within your lab. Create workspaces to segregate or share applications and devices between specific groups of users.

Note: If you install an OpenText Functional Testing Lab Express or Pro license, or if you move from a Trial license to an Express or Pro license, you have limited workspace functionality. You can manage user access to available devices by creating workspaces, and by moving devices and users to these workspaces. However, you can only upload apps as shared assets.

You can create your own custom workspaces, according to the needs of your organization. For example, you can define workspaces according to specific geographical areas, or by company division or team.

As an admin user, in the Lab management tab in the left pane, you see all devices, all apps, and all users with the names of the workspaces that are associated with them. Devices and apps in Shared assets are available to all users.

Create and update workspaces

Administrators use the Management tab for overall visibility, and to distribute devices, users, and apps between workspaces. To view the tab, click Administration in the right of the masthead.

An admin user can manage workspaces as follows:

Action	Steps
Create a new workspace	Click Add Workspace in the left pane and enter a name for the workspace.
Edit a workspace	To edit a workspace name, in the left pane, click the name to select it and modify its text. You can also add or remove devices, users, and apps from a workspace.
Delete a workspace	In the left pane, hover over the workspace and click the Remove icon. Removing the workspace unassigns all users from the workspace, deletes all app versions from the workspace, and returns the devices to the shared assets. Note that you cannot delete or rename the Default workspace or the Shared Assets.
View a specific workspace	In the left pane, select the workspace. Use the tabs on the right to view the devices, apps, and users assigned to a specific workspace.

Manage access to devices

When you connect new devices to the lab, they are added to the shared assets. Admin users manage user access to devices in the Management tab. A device can only belong to one workspace.

Action	Steps
Assign one or more devices to a different workspace	In Administration , click the Management tab to view the Lab management page. Select All devices to view all the devices in your lab. Select the devices in the grid and click the Assign workspace button. In the drop-down list, select the workspace to which to move the selected devices, and click Move. Note: Assigning a device to a different workspace: Ends the session if the device is in use Deletes future reservations
View device info and manage a device	For more information on a device, select the device and click the More button to open the Device Information window. Click one of the tabs: Details, Reservations, or Actions. For details, see Manage devices. Note: When more than one device is selected, the More option is disabled.

Action

Steps

Assign one or more devices to a different workspace

In Administration , click the Management tab to view the Lab management page.
Select All devices to view all the devices in your lab.
Select the devices in the grid and click the Assign workspace button.
In the drop-down list, select the workspace to which to move the selected devices, and click Move.

Note: Assigning a device to a different workspace:

Ends the session if the device is in use
Deletes future reservations

View device info and manage a device

For more information on a device, select the device and click the More button

to open the Device Information window. Click one of the tabs: Details, Reservations, or Actions. For details, see Manage devices.
Note: When more than one device is selected, the More option is disabled.

Manage users

The All users tab in the Management > Lab management section, lists all the users in the shared space.

License	Details
OpenText Functional Testing Lab/ OpenText Core Functional Testing Lab	Only authorized users, who are included in the list of users, can work with OpenText Functional Testing Lab. In the All users tab of the Lab management section, or in the Users tab of a selected workspace, Admins can perform the following user management tasks: Add a new user Export the list of users Edit or delete users, including update a user's password Assign users to workspaces You can also integrate LDAP with OpenText Functional Testing Lab. This enables individuals in organizations that use LDAP for managing user credentials and permissions, to accessthe lab with their LDAP credentials, without the need for the administrator to first add them to the list of authorized users. For details about using LDAP, see Use LDAP.
OpenText Core SDP	Users are added in OpenText Core SDP Administration > Spaces. For more details, see Add users in the OpenText Core SDP help center. The first time that a user accesses the lab, they are automatically added to the OpenText Functional Testing Lab list of users. Important: OpenText Functional Testing Lab and OpenText Core SDP user roles are not related. The first OpenText Core SDP user to access OpenText Functional Testing Lab is assigned an admin user role. Subsequent OpenText Core SDP users are added as standard users when accessing OpenText Functional Testing Lab for the first time. For details on the differences between user roles, see the table in the section on Add a new user. After an OpenText Functional Testing Lab user is added and is visible, admins can view users, change their user role, and assign them to workspaces from Administration > Lab management > All users. For more details, see Edit or delete users, and Assign users to workspaces. Note that OpenText Functional Testing Lab workspaces are not related to OpenText Core SDP workspaces and are managed separately.

License

Details

OpenText Functional Testing Lab/
OpenText Core Functional Testing Lab

Only authorized users, who are included in the list of users, can work with OpenText Functional Testing Lab. In the All users tab of the Lab management section, or in the Users tab of a selected workspace, Admins can perform the following user management tasks:

Add a new user
Export the list of users
Edit or delete users, including update a user's password
Assign users to workspaces

You can also integrate LDAP with OpenText Functional Testing Lab. This enables individuals in organizations that use LDAP for managing user credentials and permissions, to accessthe lab with their LDAP credentials, without the need for the administrator to first add them to the list of authorized users. For details about using LDAP, see Use LDAP.

OpenText Core SDP

Users are added in OpenText Core SDP Administration > Spaces. For more details, see Add users in the OpenText Core SDP help center.

The first time that a user accesses the lab, they are automatically added to the OpenText Functional Testing Lab list of users.

Important: OpenText Functional Testing Lab and OpenText Core SDP user roles are not related. The first OpenText Core SDP user to access OpenText Functional Testing Lab is assigned an admin user role. Subsequent OpenText Core SDP users are added as standard users when accessing OpenText Functional Testing Lab for the first time. For details on the differences between user roles, see the table in the section on Add a new user.

After an OpenText Functional Testing Lab user is added and is visible, admins can view users, change their user role, and assign them to workspaces from Administration > Lab management > All users. For more details, see Edit or delete users, and Assign users to workspaces. Note that OpenText Functional Testing Lab workspaces are not related to OpenText Core SDP workspaces and are managed separately.

Add a new user

This section is not relevant for OpenText Core SDP.

In the toolbar above the list of users, click +.
Enter the new user's email address and password. The password must be at least 8 characters long (maximum of 20 characters) and must contain at least:
- one digit from 0-9
- one lowercase English character
- one uppercase English character
SSO: When SSO is enabled, enter the user name as defined in the Identify Provider (IdP). No password is required.

Assign a role for the new user. User, Workspace admin, or Admin.

The Workspace admin has similar permissions to a User. Unlike users, workspace admins can also assign or unassign existing users to the workspaces that they administer and can manage some workspace settings. For details on assigning users to workspaces, see Assign users to workspaces.

The following table shows the main differences between roles:

Permissions	User, Workspace admin	Admin
View system info
Download logs	Can only download logs for devices to which they have access.	Can download all logs. OpenText Core SDP : Admins can download only the logs of on-premises connectors.
Manage Users	Workspace admin: Can assign/ unassign existing users to workspaces that they administer.	Can create and delete users.
Download the list of users
Devices	Can only access devices in shared assets, or devices belonging to workspaces to which they have been assigned as users.	Has control of all devices. Can move devices between workspaces.
Browser sessions	Can manage their own browser sessions.	Can manage all browser sessions.
Connector Management		Can view and manage all connectors. Can generate Connector access keys for users.
Reservations	Can view all reservations. Can manage their own reservations. Workspace admin: Can control reservation settings for workspaces that they administer.	Can view and manage all reservations. Can manage reservation settings for all workspaces
Administration Menu	Workspace admin: Can control the reservation settings and the device cleanup settings for workspaces that they administer. Can assign/ unassign existing users to workspaces that they administer. User: Only Access Keys tab is visible. Users can to create and manage their own Execution access keys	Can access the administration area of the Lab to create and manage users, configure OpenText Functional Testing Lab settings, and manage licenses.
Workspace Menu		Can access the workspaces area of the Lab to create and manage workspaces, and to assign users and devices to workspaces.
User actions : Restart device, reconnect device, remove disconnected device, change device name, change device settings, upload app, install app, delete app, install app on public device	Configurable by Admin	Can configure user actions.
Enable Maintenance mode
Take apps snapshot	Workspace admin only.
OpenText Functional Testing Lab usage data	Workspace admin can download the files to view usage data.	Can download the files to view usage data.
Dashboard

Note: When using OpenText Functional Testing Lab as a managed service provided by an MSP or when shared spaces are enabled, share space admins cannot download server logs. Operators (MSPs) can download the logs and reset passwords. For details, see Shared spaces.

When adding a user from Lab management, the user is automatically assigned to the default workspace. When adding a user from a specific workspace, the user is automatically assigned to that workspace. To assign users to multiple workspaces, see Assign users to workspaces.

You can also add users via the command line with the user management script.

For SAML SSO only: Users can be added when logging in. If you enable the Automatically add user on login option in the SAML SSO integration Administration settings, after a user is authenticated, an initial login adds them to the list of users.

LDAP: For details on adding users when LDAP is enabled, see Use LDAP.

Filter the user list

Filter the user list to find a specific user, or to update their details.

To filter by role, click the All roles, and select the appropriate check boxes.
To filter by name, click the Search button in the top right corner of the list of users, and enter the text of the user's email or username.

Export the list of users

This section is not relevant for OpenText Core SDP.

Admins can download the full list of shared space users, including LDAP and SSO users, in Management > Lab management > All users .

To download all users, click the Download users button in the toolbar above the list of users. The file is downloaded in .csv format. It includes the username, role, and workspaces. User passwords are left empty.

The file can also be imported into OpenText Functional Testing Lab using the User Management CLI tool. User passwords for existing users are not required when importing the file. For details, see Manage user accounts with scripts .

Edit or delete users

Administrators can edit a user's details or delete one or more users. These actions can be performed in Management > Lab management > All users, or in Management > Selected workspace > Users.

Action	Steps
To reset a user's password or to change a user's role	Select the user and click the Edit button . Enter a new password or select the new user role. You can also use the user_management script to change a user's password, change the role of a non-admin user to an administrator, or create a new administrator. For details, see Manage user accounts with scripts . Note that resetting passwords is disabled when using: LDAP. For more details on using LDAP with OpenText Functional Testing Lab, see Use LDAP. SAML SSO OpenText Core Software Delivery Platform
To delete one or more users	Select one or more users and click the Delete button in the toolbar. When you delete a user, the user is removed from the workspaces to which they were assigned, and any execution keys generated by the user are also deleted. Deleted users are not able to access OpenText Functional Testing Lab. Note: You cannot delete the default user (admin@default.com).

Action

Steps

To reset a user's password or to change a user's role

Select the user and click the Edit button .
Enter a new password or select the new user role.

You can also use the user_management script to change a user's password, change the role of a non-admin user to an administrator, or create a new administrator. For details, see Manage user accounts with scripts .

Note that resetting passwords is disabled when using:

LDAP. For more details on using LDAP with OpenText Functional Testing Lab, see Use LDAP.
SAML SSO
OpenText Core Software Delivery Platform

To delete one or more users

Select one or more users and click the Delete button in the toolbar.

When you delete a user, the user is removed from the workspaces to which they were assigned, and any execution keys generated by the user are also deleted. Deleted users are not able to access OpenText Functional Testing Lab.

Note: You cannot delete the default user (admin@default.com).

Assign users to workspaces

Admin and workspace admin users can assign users to a workspace. Users can belong to multiple workspaces. When adding a user from Lab management, the user is automatically assigned to the default workspace. When adding a user from a specific workspace, the user is automatically assigned to that workspace. By default, imported users (in case of an upgrade) are assigned to the Default workspace. For details on assigning users to workspaces when LDAP is enabled, see Use LDAP.

To assign or unassign users to a workspace:

Admin and workspace admin users can assign users to a workspace.

Role	Steps
Admin	In Administration , click the Management tab to view the Lab management page. Select All users to view all the users in your lab. Click one or more users in the grid and click the Assign to workspace button. Select the check boxes for all workspaces you want the users to access. Clear the check boxes for all workspaces for which you want to remove user access. If you remove a user from all workspaces, they are not able to log in. Click Save. Note: You cannot assign an admin user to a specific workspace . By default, this user is automatically assigned to all workspaces.
Workspace admin	In Administration , make sure you are viewing the Management tab and viewing the user list. Click one or more users in the grid and click the Assign workspace button. Clear the check boxes for all workspaces for which you want to remove user access. If you remove a user from all workspaces, they are not able to log in. Click Save. Note: You can only assign/ unassign users to workspaces to which you belong.

Role

Steps

Admin

In Administration , click the Management tab to view the Lab management page.
Select All users to view all the users in your lab.
Click one or more users in the grid and click the Assign to workspace button.
Select the check boxes for all workspaces you want the users to access.
Clear the check boxes for all workspaces for which you want to remove user access. If you remove a user from all workspaces, they are not able to log in.
Click Save.

Note:
You cannot assign an admin user to a specific workspace . By default, this user is automatically assigned to all workspaces.

Workspace admin

In Administration , make sure you are viewing the Management tab and viewing the user list.
Click one or more users in the grid and click the Assign workspace button.
Clear the check boxes for all workspaces for which you want to remove user access. If you remove a user from all workspaces, they are not able to log in.
Click Save.

Note: You can only assign/ unassign users to workspaces to which you belong.

Upload or view apps assigned to workspaces

An admin user can get an overall view of which apps are assigned to what workspaces.

To view all lab apps:

In Administration , click the Management tab to view the Lab management page.
Select All apps to view all the apps in your lab.
To upload an app, click the Upload button .
Select the app and the workspace for which you want to upload the app. Click Upload.
Alternatively, you can upload an app directly from within the workspace.
1. In the left pane, select the workspace for which you want to upload an app.
2. In the right pane, select the Apps tab and click the Upload button .

Tip: For more information about the app, for example to see the specific upload of that app being used in a workspace, click the More information button .