Impersonation Testing

How to do Impersonation Testing

Use Impersonation Testing when you need to access or pre-fill data in your form from Banner, our student database. This is especially helpful for testing rules, workflows, and how the form pulls in information such as a student’s name, ID, or major, to ensure everything behaves as expected.

• Dynamic Forms Access - Must have access to the Dynamic Forms organization (sandbox) where your form is located.
• VPN - Connect to VPN (Cisco AnyConnect Secure).
• Banner SYAPASS – Must gain access to Banner SYAPASS in BAN2/Test environment
  • System Access Request Link
  • Request Banner application access to BAN 2 SYAPASS Only for Dynamic Forms Impersonation Testing
• PIDM – Must have a valid list of PIDMs related to the form you’re testing.
  • Expectations is that clients provide PIDM to the Dynamic Form ITS team, clients are responsible for providing PIDM to the DF ITS team

Instructions

Validate that you’ve successfully connected to the VPN and have the proper access to Dynamic Forms and Banner SYAPASS(BAN2), as well as a list of valid PIDMs to be used during testing.

1. Access BAN2/Test Environment Link
   1. Search for Passthru Page (SYAPASS)

1. Click the Insert button to add a new row
2. Application Code = DYNAMIC_FORMS

3. User Id = <Enter your NetID>

4. PIDM = <Enter valid PIDM>

5. Click Save (bottom right) as seen circled in green and validate that you’ve received a successful message

6. When you are ready to change to a different PIDM, update the new PIDM value in the PIDM column of the same row 

   NOTE: You do not need to make any updates to the Application Code or User ID columns

7. Click Save (bottom right) and you should see the “Saved successfully” message
8. Repeat steps 6-7 as many times as necessary to complete impersonation testing

2. Access the Dynamic Forms Single Sign On (SSO) URL/Link

1. For assistance see Dynamic Forms Support Site
2. Once you’ve accessed Dynamic Forms click filters to select your preferred organization.

3. Click the Apply button after selecting your organization.

   NOTE: Select Save as Preference to open this organization by default.

4. Find your form by scrolling up or down.

5. Make sure that the form you are using shows “Yes” in the active column,  Form must be active to do Impersonation testing.

• To Active your form, press Action then click “Activate form template”.

6. After activating your form, click the square icon with the arrow pointing upwards called “Fill Out Form”.

7. You should see that some fields were auto filled because of the PIDMs that you’ve copied and pasted in BAN2-SYAPASS

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu