Automated Staging Environment Configuration for Online Service Testing

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Solution Overview

Problem

Online service providers face challenges in reproducing technical issues reported by customers in a staging environment due to the complexity and error-prone nature of manually configuring this environment, which often requires knowledge of account configuration rules and restrictions.

Innovation Solution

A testing tool that automatically configures a staging environment by determining and generating user account configurations compliant with the online service provider's rules and restrictions, allowing human testers to select pre-determined configurations through a web browser plug-in or interface, and automatically logs in to simulate user actions to replicate defects.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual configuration of staging environment is performed, then flexibility and control are improved, but time consumption and error rate increase

Engineering Contradiction:
Improveflexibility and controlVSAvoidtime consumption
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system enables self-service through automated configuration generation. The configuration generation module automatically creates staging environment configurations based on production environment data, eliminating the need for manual configuration while maintaining compliance with business rules. This resolves the contradiction by providing both time efficiency and operational control through automation.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system performs preliminary actions by pre-generating configuration templates and validation rules before actual staging environment setup. The configuration generation module prepares compliant configurations in advance, and the validation module pre-checks them against business rules, reducing on-site configuration time and errors.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If manual configuration of staging environment is performed, then adaptability to specific scenarios is improved, but reliability and accuracy decrease

Engineering Contradiction:
Improveadaptability to specific scenariosVSAvoidreliability and accuracy
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system implements feedback through the validation module that continuously checks generated configurations against stored business rules and restrictions. This feedback mechanism ensures that configurations are both adaptive to specific testing scenarios and reliable in complying with organizational policies, resolving the contradiction between adaptability and reliability.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The configuration generation module acts as an intermediary between production environment data and staging environment requirements. It transforms production data into compliant staging configurations while enforcing business rules, ensuring both scenario-specific adaptability and policy compliance reliability.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If automated configuration generation is implemented, then productivity and efficiency are improved, but system complexity increases

Engineering Contradiction:
Improveproductivity and efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the configuration process into distinct modular components: configuration data retrieval module, configuration generation module, validation module, and deployment module. Each module handles a specific aspect of the automation process, improving productivity through specialization while managing complexity through modular architecture that allows independent development and maintenance of each component.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11157398B2Systems and methods for testing online use-case scenarios in a staging environment
Publication Date: 2021.10.26 PAYPAL INC
  • US11157398B2 patent drawing
  • US11157398B2 patent drawing
  • US11157398B2 patent drawing

AI summary

Methods and systems are presented for automatically configuring a staging environment to facilitate testing of online use-case scenarios for an online service provider. In response to receiving a request to test an online use-case scenario, a user account configuration may be derived from the use-case scenario. Account data for creating a user account is generated based on the user account configuration. The account data is inserted into a database of the staging environment to create the user account within the staging environment. A workflow associated with the online use-case scenario is automatically performed based on the newly generated user account in the staging environment. One or more defects observed while performing the workflow is reported to a user.