Test Manager User'

Oracle® Test Manager
Test Manager User’s Guide
Release 12.2.0.1
E15486-09
November 2012
Oracle Test Manager Test Manager User's Guide, Release 12.2.0.1
E15486-09
Copyright © 1997, 2012, Oracle and/or its affiliates. All rights reserved.
Primary Author:
Rick Santos
Contributing Author:
Mary Anna Brown
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Contents
Preface ................................................................................................................................................................. ix
Audience.......................................................................................................................................................
Documentation Accessibility .....................................................................................................................
Related Documents .....................................................................................................................................
Conventions .................................................................................................................................................
ix
x
x
x
1 Introduction
1.1
1.1.1
2
Feature Highlights ...................................................................................................................... 1-1
Popup Blockers .................................................................................................................... 1-2
Basics
2.1
2.1.1
2.2
2.3
2.4
2.5
2.6
2.6.1
2.7
2.7.1
2.8
2.8.1
2.9
2.9.1
2.10
2.10.1
2.11
2.12
2.13
2.13.1
2.13.2
2.13.3
2.14
2.15
Installing and Starting Oracle Test Manager ......................................................................... 2-1
Running Tests on Remote Systems ................................................................................... 2-2
Changing the Web Server Port.................................................................................................. 2-2
Using SSL ..................................................................................................................................... 2-3
Setting Up the Web Server......................................................................................................... 2-3
Logging In .................................................................................................................................... 2-3
Test Plan Tab................................................................................................................................ 2-4
Right-Click Menu................................................................................................................. 2-4
Requirements Tab ....................................................................................................................... 2-4
Right-Click Menu................................................................................................................. 2-5
Tests Tab....................................................................................................................................... 2-6
Right-Click Menu................................................................................................................. 2-7
Test Execution Tab...................................................................................................................... 2-7
Right-Click Menu................................................................................................................. 2-8
Issues Tab ..................................................................................................................................... 2-9
Right-Click Menu.............................................................................................................. 2-10
Reports Tab ............................................................................................................................... 2-10
Dashboard Tab ......................................................................................................................... 2-10
Menu Options........................................................................................................................... 2-11
Project Menu...................................................................................................................... 2-11
Tools Menu ........................................................................................................................ 2-11
Help Menu ......................................................................................................................... 2-11
Toolbar Options ....................................................................................................................... 2-12
Changing Your User Options ................................................................................................ 2-13
iii
2.15.1
Resetting Test Run Results .............................................................................................
2.16
Grouping and Filtering Items ................................................................................................
2.16.1
Grouping Items .................................................................................................................
2.16.2
Filtering Items ...................................................................................................................
2-14
2-14
2-15
2-15
3 Working With Projects
3.1
3.2
3.2.1
3.2.2
3.2.3
3.2.4
3.2.5
3.2.6
3.2.7
3.2.8
3.2.9
Project Basics................................................................................................................................
Working With Projects ...............................................................................................................
Adding Repositories............................................................................................................
Opening Projects ..................................................................................................................
Attaching Files to Test Plans, Requirements, Tests, or Issues.......................................
Opening Attachments .........................................................................................................
Creating Links ......................................................................................................................
Viewing History...................................................................................................................
Searching Projects ................................................................................................................
Importing Data.....................................................................................................................
Exporting Projects................................................................................................................
3-1
3-1
3-1
3-2
3-2
3-3
3-3
3-4
3-5
3-7
3-9
4 Working With Test Plans
4.1
4.2
4.3
4.4
4.5
4.6
Adding Test Plans.......................................................................................................................
Deleting Test Plans .....................................................................................................................
Editing Test Plans .......................................................................................................................
Editing Multiple Test Plans .......................................................................................................
Associating Requirements With Test Plans ............................................................................
Emailing Test Plans ....................................................................................................................
4-1
4-2
4-2
4-3
4-3
4-5
5 Working With Requirements
5.1
5.2
5.3
5.4
5.5
5.6
Adding Requirements ................................................................................................................
Deleting Requirements...............................................................................................................
Editing Requirements.................................................................................................................
Editing Multiple Requirements ................................................................................................
Associating Tests With Requirements .....................................................................................
Emailing Requirements..............................................................................................................
5-1
5-2
5-2
5-3
5-3
5-5
6 Working With Tests
6.1
6.2
6.3
6.4
6.5
6.6
6.7
6.8
6.9
6.10
6.11
iv
Adding Oracle OpenScript Scripts ........................................................................................... 6-1
Adding Manual Tests ................................................................................................................. 6-3
Adding Test Folder..................................................................................................................... 6-5
Adding Third Party Tests .......................................................................................................... 6-6
Adding JUnit Tests ..................................................................................................................... 6-8
Deleting Tests ........................................................................................................................... 6-11
Editing Tests ............................................................................................................................. 6-11
Editing Multiple Tests ............................................................................................................. 6-12
Editing Manual Test Steps ...................................................................................................... 6-13
Converting Tests ...................................................................................................................... 6-13
Viewing Test Details................................................................................................................ 6-14
6.12
6.13
6.14
6.15
6.15.1
6.15.2
6.15.3
Associating Requirements With Tests ..................................................................................
Associating Issues With Tests ................................................................................................
Emailing Tests ..........................................................................................................................
Scheduling Tests.......................................................................................................................
Adding Tasks to the Schedule ........................................................................................
Editing Tasks .....................................................................................................................
Deleting Tasks ...................................................................................................................
6-14
6-16
6-17
6-18
6-18
6-21
6-22
7 Executing Tests
7.1
7.2
7.3
7.4
7.4.1
7.4.2
7.4.3
7.5
7.5.1
7.5.2
7.5.3
7.5.4
7.5.5
7.5.6
7.6
7.7
7.8
7.9
7.10
7.11
7.12
7.13
7.13.1
7.13.2
7.13.3
Adding Test Set Folders............................................................................................................. 7-1
Adding Test Sets ......................................................................................................................... 7-2
Adding Tests to a Test Set.......................................................................................................... 7-3
Configuring Systems .................................................................................................................. 7-5
Adding Systems ................................................................................................................... 7-5
Editing Systems.................................................................................................................... 7-6
Deleting Systems.................................................................................................................. 7-7
Running Tests .............................................................................................................................. 7-7
Running Oracle OpenScript Functional Tests ................................................................. 7-7
Running Manual Tests ........................................................................................................ 7-8
Running Test Sets ................................................................................................................ 7-9
Running Third-Party Tests ................................................................................................. 7-9
Running JUnit Tests.......................................................................................................... 7-10
Troubleshooting Third Party Tests ................................................................................ 7-11
Setting Test Results .................................................................................................................. 7-11
Deleting Test Results ............................................................................................................... 7-12
Viewing Test Details................................................................................................................ 7-12
Viewing the Results Report .................................................................................................... 7-12
Associating Requirements With Test Sets ............................................................................ 7-12
Associating Issues With Test Sets .......................................................................................... 7-14
Emailing Test Sets .................................................................................................................... 7-16
Scheduling Tests....................................................................................................................... 7-16
Adding Tasks to the Schedule ........................................................................................ 7-16
Editing Tasks ..................................................................................................................... 7-19
Deleting Tasks ................................................................................................................... 7-20
8 Working With Issues
8.1
8.2
8.3
8.4
8.5
8.6
8.7
Adding Issues ..............................................................................................................................
Deleting Issues.............................................................................................................................
Editing Issues...............................................................................................................................
Editing Multiple Issues ..............................................................................................................
Associating Issues With Issues .................................................................................................
Associating Tests With Issues ...................................................................................................
Emailing Issues............................................................................................................................
8-1
8-2
8-3
8-3
8-4
8-6
8-7
9 Working With Reports
9.1
Viewing Reports.......................................................................................................................... 9-1
v
9.2
9.3
9.4
9.5
9.6
9.7
9.8
9.9
9.10
9.10.1
9.10.2
9.10.3
Adding Custom Reports ............................................................................................................
Editing Custom Reports.............................................................................................................
Cloning Reports ..........................................................................................................................
Deleting Reports..........................................................................................................................
Emailing Reports.........................................................................................................................
Viewing Dashboard Reports .....................................................................................................
Adding Dashboard Reports ......................................................................................................
Deleting Dashboard Reports .....................................................................................................
Exporting Reports .......................................................................................................................
Exporting to JPG ..................................................................................................................
Exporting to XLS..................................................................................................................
Exporting to HTML .............................................................................................................
9-1
9-5
9-6
9-6
9-6
9-7
9-7
9-8
9-8
9-8
9-8
9-8
10 Configuring Databases
10.1
10.1.1
10.2
10.3
10.4
10.4.1
10.4.2
10.4.3
Adding Databases....................................................................................................................
Adding Oracle Databases ................................................................................................
Removing Databases ...............................................................................................................
Updating Databases.................................................................................................................
Exporting and Importing Databases .....................................................................................
Exporting Databases Using Export Utility....................................................................
Importing Databases Using Import Utility ...................................................................
Importing Databases Using Data Pump Import Utility..............................................
10-1
10-1
10-2
10-3
10-3
10-3
10-4
10-4
11 Administering the Database
11.1
11.2
11.2.1
11.2.2
11.2.3
11.2.4
11.2.5
11.3
11.3.1
11.3.2
11.3.3
11.4
11.5
11.6
11.6.1
11.6.2
11.6.3
11.6.4
11.6.5
11.7
11.7.1
11.7.2
11.7.3
vi
Starting the Administrator......................................................................................................
Administrator Basics ...............................................................................................................
Users Tab............................................................................................................................
Roles Tab ............................................................................................................................
Projects Tab........................................................................................................................
Fields Tab ...........................................................................................................................
Usage Audit Tab ...............................................................................................................
Overview of the Menu Options .............................................................................................
Tools Menu ........................................................................................................................
Help Menu .........................................................................................................................
Logout.................................................................................................................................
Configuring Email Preferences ..............................................................................................
Managing Default Reports .....................................................................................................
Working With Users ................................................................................................................
Adding Users.....................................................................................................................
Deleting Users ...................................................................................................................
Restoring Users .................................................................................................................
Changing User Information ............................................................................................
Assigning Roles to Users .................................................................................................
Working With Roles ................................................................................................................
Adding Roles .....................................................................................................................
Editing Roles....................................................................................................................
Deleting Roles..................................................................................................................
11-1
11-1
11-1
11-2
11-3
11-3
11-5
11-6
11-6
11-6
11-6
11-6
11-7
11-8
11-8
11-8
11-8
11-9
11-9
11-9
11-9
11-10
11-10
11.8
Working With Projects ..........................................................................................................
11.8.1
Adding Projects...............................................................................................................
11.8.2
Cloning Projects ..............................................................................................................
11.8.3
Renaming Projects ..........................................................................................................
11.8.4
Deleting Projects .............................................................................................................
11.8.5
Assigning Roles to Project Users ..................................................................................
11.9
Working With Fields .............................................................................................................
11.9.1
Adding Options ..............................................................................................................
11.9.2
Renaming Options..........................................................................................................
11.9.3
Deleting Options .............................................................................................................
11.9.4
Editing Default Fields ....................................................................................................
11.9.5
Adding Custom Fields ...................................................................................................
11.9.6
Editing Custom Fields....................................................................................................
11.9.7
Deleting Custom Fields..................................................................................................
11.10 Maintaining the Database .....................................................................................................
11.10.1
Unlocking Locked Records............................................................................................
11.10.2
Purging Deleted Records ...............................................................................................
11.11 Using the Reset Password Utility ........................................................................................
11.11.1
Resetting the Oracle Load Testing Administrator Password...................................
11.11.2
Resetting the Oracle Test Manager Administrator Password..................................
11.11.3
Reset Password Utility Command Line Options .......................................................
11-11
11-11
11-11
11-12
11-12
11-12
11-12
11-13
11-14
11-14
11-15
11-16
11-18
11-18
11-18
11-18
11-18
11-18
11-19
11-19
11-20
A Screen Capture Utility
A.1
A.2
A.2.1
A.2.2
A.2.3
A.2.4
A.3
A.4
A.4.1
A.4.2
A.4.3
A.4.4
Main Window.............................................................................................................................
Menu Options.............................................................................................................................
File Menu .............................................................................................................................
Edit Menu ............................................................................................................................
Capture Menu .....................................................................................................................
Help Menu ...........................................................................................................................
Setting Preferences.....................................................................................................................
Capturing Screens ......................................................................................................................
Capturing the Entire Screen ..............................................................................................
Capturing a Window..........................................................................................................
Capturing Part of a Window.............................................................................................
Capturing a Region.............................................................................................................
A-1
A-1
A-1
A-1
A-1
A-2
A-2
A-2
A-2
A-2
A-3
A-3
Index
vii
viii
Preface
Welcome to the Oracle Test Manager User Guide. This guide explains how to use
Oracle Test Manager and the Administrator to organize and manage your overall Web
testing process.
Audience
This guide is for developers, administrators, managers, QA engineers, and testers who
will be using Oracle Test Manager to track requirements, tests, and issues for testing
projects.
This guide is for the following users:
■
Developers who create and debug applications.
■
Administrators who setup and manage the database, users, and user roles.
■
QA engineers and testers who test and track issues found.
■
Project managers who define product or project requirements.
■
Managers who review reports on development progress.
Prerequisites
Although no specific technical knowledge is required, some knowledge of test
management and defect tracking is assumed. Administrators should be familiar with
the concepts of user roles and database administration and management.
Using This Guide
This guide is organized as follows:
Chapter 1, "Introduction" provides an overview of Oracle Test Manager.
Chapter 2, "Basics" explains how to install Oracle Test Manager and describes the main
window.
Chapter 3, "Working With Projects" describes how to create and manage projects.
Chapter 4, "Working With Test Plans" explains how to create and maintain test plans.
Chapter 5, "Working With Requirements" explains how to create and maintain
requirements.
Chapter 6, "Working With Tests" explains how to create and maintain tests.
Chapter 7, "Executing Tests" explains how to create test sets add tests to test sets and
run tests.
ix
Chapter 8, "Working With Issues" explains how to create and maintain issues.
Chapter 9, "Working With Reports" explains how use the Reports and Dashboard tabs
to view, customize, email, and export reports.
Chapter 10, "Configuring Databases" explains how to add, remove, and update
databases to Oracle Test Manager.
Chapter 11, "Administering the Database" explains how to use the Administrator to
maintain project preferences, users, permissions, and project components.
Appendix A, "Screen Capture Utility" describes how to use the Screen Capture utility.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers have access to electronic support through My Oracle Support. For
information, visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are
hearing impaired.
Related Documents
For more information, see the following documents in the Oracle Application Testing
Suite documentation set:
■
Oracle Application Testing Suite Release Notes
■
Oracle Application Testing Suite Getting Started Guide
■
Oracle Functional Testing OpenScript User’s Guide
■
Oracle Functional Testing OpenScript Programmer’s References
■
Oracle Load Testing Load Testing User’s Guide
■
Oracle Load Testing Load Testing ServerStats Guide
■
Oracle Test Manager Test Manager User’s Guide
Conventions
The following text conventions are used in this document:
x
Convention
Meaning
boldface
Boldface type indicates graphical user interface elements associated
with an action, or terms defined in text or the glossary.
italic
Italic type indicates book titles, emphasis, or placeholder variables for
which you supply particular values.
monospace
Monospace type indicates commands within a paragraph, URLs, code
in examples, text that appears on the screen, or text that you enter.
1
Introduction
1
Oracle Test Manager is an easy to use tool that allows you to organize and manage
your overall testing process. It provides a single unified platform for sharing
information among team members.
Oracle Test Manager lets you create projects that group together and organize test
scripts, requirements that need to be tested, and issues resulting from the tests. Once
created, you can indicate the relationships among these items, allowing you to quickly
and easily find all information pertaining to a particular test script, requirement, or
issue.
1.1 Feature Highlights
Oracle Test Manager offers the following features and advantages for integrated
requirements management and defect tracking for both manual and automated tests:
Requirements Management - provides the ability to define and manage requirements
for a specific project. You can specify details for each requirement, track the status of
each requirement, and associate requirements with test cases to ensure testing
coverage.
Test Planning and Management - provides the ability to define and manage a test
plan that incorporates both manual and automated test cases. You can store Oracle
Application Testing Suite scripts in the database, automatically execute scripts in
Oracle OpenScript from the test plan interface, and automatically store the test results.
You can also associate requirements to test cases to ensure testing coverage, and
associate test cases with issues so they can be reproduced and to keep track of how the
issues were identified.
Test Execution - provides the ability to create test sets, specify which tests to run and
execute tests either manually or at a scheduled date and time.
Defect Tracking - provides the ability to create and manage defects, referred to as
issues, for a specific project. You can associate test cases with issues so they can be
reproduced and to keep track of how the issues were identified.
Integration with Oracle Application Testing Suite - seamlessly integrates with Oracle
Application Testing Suite test solutions, providing the ability to automatically launch
and execute Oracle OpenScript scripts for functional and regression testing as well as
retrieve and archive the results. You can also launch third party products.
Reporting - generates reports in standard HTML format for managing the overall
testing process. You can report on requirements, tests, and issues.
Administration - provides and administration tool for entering and managing user
accounts, project permissions, and general tool preferences.
Introduction 1-1
Feature Highlights
Custom Fields - provides the ability to add custom fields to the database for recording
data specific to your projects.
Database Repository - provides the ability to store test assets including test scripts,
results, attachments, requirements, test plans, and defects in a common database.
1.1.1 Popup Blockers
Popup blockers must be turned off for Oracle Test Manager to operate. To turn off
popup blockers:
Firefox - Select Options from the Tools menu. Uncheck Block Popup Windows.
Internet Explorer - Select Pop-up Blocker from the Tools menu. If the pop-up blocker
is on, select Turn Off Pop-up Blocker.
1-2 Oracle Test Manager - Test Manager User's Guide
2
2
Basics
This chapter explains how to install and start Oracle Test Manager. It also describes the
Oracle Test Manager windows, their features, and their menu options. For information
about setting up and using the Windows Interface, refer to Chapter 11, Using the
Windows Interface.
Oracle Test Manager allows you to do the following:
■
■
■
define and manage test plans that incorporate both manual and automated test
cases.
define and manage requirements and issues for a specific project.
automatically launch and execute Oracle OpenScript scripts for both functional
and regression testing, then retrieve and archive the results.
■
associate requirements, test cases, and issues within a specific project.
■
store attachments and view them by launching third party products.
■
■
■
store all test assets including test scripts, results, attachments. requirements, and
issues in a common database.
generate reports for managing the overall test process.
manage user accounts, their permissions and set tool preferences using the Oracle
Test Manager Administrator tool.
2.1 Installing and Starting Oracle Test Manager
To install Oracle Test Manager:
1.
Go to:
http://www.oracle.com/technology/software/products/app-testing/index.html.
2.
Download the Oracle Application Testing Suite product from the Oracle Web site
and save it to a temporary directory on your hard disk. See the Oracle Application
Testing Suite Release Notes for additional information about the product zip files.
3.
Unzip the download Zip file and run setup.bat.
4.
Follow the setup instructions to install the Oracle Application Testing Suite.
A product establishes its Default Repository in
$installDir/OFT, where $installDir is the directory where Oracle
Application Testing Suite is installed or, if Oracle Application Testing
Suite is not installed, where OpenScript is installed.
Note:
Basics 2-1
Changing the Web Server Port
During the Oracle Application Testing Suite installation, you will be required to
enter a master password to be used with Oracle Application Testing Suite
products. Remember this password. It will be required to log in to the Administrator,
Oracle Load Testing, and Oracle Test Manager.
5.
For Windows installations, select Oracle Test Manager from the Oracle
Application Testing Suite Start menu or enter http://<machine>:8088/otm or
http://localhost:8088/otm in your browser where <machine> is the name
of the machine where the Oracle Application Testing Suite is installed.
For Linux installations, enter http://<machine>:8088/otm or
http://localhost:8088/otm in your browser where <machine> is the name
of the machine where the Oracle Application Testing Suite is installed.
Two default administrator accounts are created at installation. The usernames for
the default accounts are administrator and default. The default password for both
the administrator and default accounts is the master password specified during
the Oracle Application Testing Suite installation process. Use the Oracle
Application Testing suite Administrator to customize the Oracle Test Manager
database by creating user accounts, assigning user names and passwords, and
assigning the type of access that they have in Oracle Test Mananger. See
Chapter 11, "Administering the Database" for additional information about using
the Oracle Application Testing Suite Administrator.
Use the Oracle Application Testing Suite Database Configuration utility to
configure database connections to Oracle Load Testing databases. On Windows
machines, you can access the Database Configuration utility from the Tools sub
menu of the Oracle Application Testing Suite Start menu. On Linux machines, you
can access the Database Configuration utility from <oats_
install>/bin/DbConfig.sh.
2.1.1 Running Tests on Remote Systems
When you run a test, you can specify the workstation to run it on. Workstations are
configured using the Systems Manager. To run Oracle OpenScript tests on remote
systems, you must also install the Oracle Application Testing Suite Remote Agent on
the remote system and configure Remote Agent Service login credentials. See the
"Installing the Oracle Load Testing Remote Agent" section in the Oracle Application
Testing Suite Release Notes for additional information about installing the agent and
configuring the login credentials.
2.2 Changing the Web Server Port
The default Oracle Test Manager web server port is 8088. You can change this to
another port. The port number must be changed in the WebLogic Console and the
Oracle Application Testing Suite configuration.
To change the port in the WebLogic Console:
1.
Go to http://localhost:8088/console to start the Oracle WebLogic Server
Administration Console.
2.
Log in as an administrator (the default username is "oats") using the password you
defined during the Oracle Application Testing Suite installation procedure.
3.
In the Domain Structure, select Environment under "oats" and then select Servers.
4.
Select AdminServer(Admin).
5.
Change the port and release the configuration.
2-2 Oracle Test Manager - Test Manager User's Guide
Logging In
6.
In <oats-home>/config/oats-config.xml update http, admin, and cluster
URLs with appropriate port specifications.
7.
Restart the ATS service and login to Oracle Load Testing or Oracle Test Manager.
See the Oracle WebLogic Server Administration Console documentation for
additional information about using the Console application.
2.3 Using SSL
You can set up Oracle Test Manager to use SSL (Secure Sockets Layer). The procedure
is comprised of the following steps:
1.
Go to http://localhost:8088/console to start the Oracle WebLogic
Console.
2.
Log in as administrator using the password you defined during the Oracle
Application Testing suite installation procedure.
3.
In the Domain Structure, select Environment under "oats" and then select Servers.
4.
Select AdminServer(Admin).
5.
Select the SSL tab.
See the Oracle WebLogic Server documentation for additional information about using
the Console application.
2.4 Setting Up the Web Server
To set up the Web Server:
1.
Install Oracle Test Manager on the server machine as described previously.
2.
Use Oracle Test Manager Administrator, configure users, projects, and custom
fields as necessary.
3.
Select Oracle Application Testing Suite from the Start menu and then select
Oracle Application Testing Suite Database Configuration from the Tools menu
to configure the database name.
4.
Start the Oracle Test Manager web server on the server machine by selecting
Control Panel from the Start menu and then selecting Services from the Control
Panel Administrative Tools.
5.
Select Oracle Test Manager web-server.
6.
Click Start from the Action menu.
7.
You can set up web server so it will start when you start your machine. Select
Properties from the Action menu.
8.
Click the Recovery tab.
9.
Select Restart the Service in the First failure field.
2.5 Logging In
To log in:
1.
Select Programs from the Start menu and then select Oracle Test Manager - Web
from the Oracle Application Testing Suite menu.
Basics 2-3
Test Plan Tab
2.
Enter your user name and the password as set by the installation procedure or
your System Administrator.
3.
Select the database you want to access.
4.
Click Login.
2.6 Test Plan Tab
The Test Plan tab lets you work with test plans.
The number of test plans displayed is determined by the Maximum Tree Nodes setting
in options. You can:
■
■
■
Expand and collapse the tree view by clicking on the plus and minus signs.
View the next or previous group of test plans by clicking the Next or Previous
button.
Move test plans by dragging and dropping them into their new locations.
The right pane lists the selected test plan's details. In the upper right corner, associated
requirements are listed as well as attachments and links. You can:
■
Click Edit this Test Plan Node to open the Edit Test Plans dialog box.
■
Click Print to print the right pane.
■
Click e-Mail to e-mail the test plan. The title and description are automatically
copied to the e-mail.
■
Click on an associated requirement to view its details.
■
Click on an attachment to open it in the appropriate application.
■
Click on a link to view the URL in a separate browser window.
■
Select Add/Edit to add or edit attachments, links, or associated items.
2.6.1 Right-Click Menu
The right-click menu is displayed when you right-click a test plan in the left pane. It
has the following options:
Add Test Plan Node - displays the Add Requirement dialog box.
Edit Test Plan Node - displays the Edit Requirement dialog box for the selected item.
Delete Test Plan Node - deletes the selected item.
Copy - copies the selected item to the clipboard.
Paste - pastes the contents of the clipboard to the left pane.
Associate Requirements - displays the Associate Requirements dialog box.
Attachments - displays the Attach files dialog box.
2.7 Requirements Tab
The requirements tab lets you work with requirements.
The number of requirements displayed is determined by the number you enter in the
Maximum Tree Nodes field in options. You can:
■
Expand and collapse the tree view by clicking on the plus and minus signs.
2-4 Oracle Test Manager - Test Manager User's Guide
Requirements Tab
■
View the next or previous group of requirements by clicking the Next or Previous
button.
■
Hold the mouse over a node to view a count of its child nodes.
■
Move requirements by selecting a requirement and using the move buttons.
■
Search requirements by clicking the Find button.
■
Group requirements by clicking Group.
■
Filter requirements by clicking Filter.
■
Display a particular requirement by entering the requirement number in to Goto
field and clicking the Goto button.
The color of the icon in front of the requirement indicates its priority. The default
colors are as follows and can be changed by changing the order of the Requirement
Priorities in the Administrator.
■
Red, high priority
■
Yellow, medium priority
■
Green, low priority
The right pane lists the selected requirement's details. In the upper right corner,
associated tests and issues are listed as well as attachments and links. You can:
■
Click Edit this requirement to open the Edit Requirement dialog box.
■
Click Print to print the right pane.
■
Click e-Mail to e-mail the requirement. The title and description are automatically
copied to the e-mail.
■
Click on an associated test or issue to view its details.
■
Click on an attachment to open it in the appropriate application.
■
Click on a link to view the URL in a separate browser window.
■
Select Add/Edit to add or edit attachments, links, or associated items.
2.7.1 Right-Click Menu
The right-click menu is displayed when you right-click a requirement in the left pane.
It has the following options:
Add Requirement - displays the Add Requirement dialog box.
Edit Requirement - displays the Edit Requirement dialog box for the selected item.
Delete Requirement - deletes the selected item.
Copy - copies the selected item to the clipboard.
Paste - pastes the contents of the clipboard to the left pane.
Associate Test - displays the Associate Test dialog box.
Attachments - displays the Attach files dialog box.
Group - displays the Group Requirements dialog box for selecting how to sort items in
the left pane.
Filter - displays the Filter Requirements dialog box for selecting which requirements to
show in the left pane.
Basics 2-5
Tests Tab
2.8 Tests Tab
The tests tab lets you work with tests.
The number of tests displayed is determined by the Maximum Tree Nodes setting in
options. You can:
■
Expand and collapse the tree view using the plus and minus signs.
■
View the next or previous group of tests by clicking the Next or Previous button.
■
Hold the mouse over a node to view a count of its child nodes.
■
Move tests by selecting the test and using the Move buttons.
■
Search tests by clicking the Find button.
■
Group tests by clicking the Group button.
■
Filter tests by clicking the Filter button.
■
Schedule when to run tests by clicking the Schedule button.
■
Display a particular requirement by entering the requirement number in to Goto
field and clicking the Goto button.
The icon in front of the test indicates the type of test as follows:
■
Oracle OpenScript script - blue with a spiral.
■
Manual test - blue with a pencil.
■
Test folder - blue with a spiral.
■
3rd Party test - blue with two stars
■
JUnit test - blue with two stars
The color of the icon in front of the test indicates the last result from running the test,
as follows:
■
Green, passed
■
Red, failed
■
Yellow, warning
■
Blue, not run
■
Silver, currently running
The right pane lists the selected test's details. Test steps and run history are displayed.
You can:
■
Click Edit this test to open the Edit Test dialog box.
■
Click Print to print the right pane.
■
■
■
■
Click e-Mail to e-mail the test. The title and description are automatically copied
to the e-mail.
Click Run this test to start the Run Manual Test wizard or run an Oracle
OpenScript test.
Click Delete Results to display the Delete Results dialog box for deleting results
from particular test runs.
Click the date in the Run History section to display result details for a particular
run.
2-6 Oracle Test Manager - Test Manager User's Guide
Test Execution Tab
In the upper right corner or the right pane, associated requirements and issues are
listed as well as attachments and links. You can:
■
Click on an associated requirement or issue to view its details.
■
Click on an attachment to open it in the appropriate application.
■
Click on a link to view the URL in a separate browser window.
■
Select Add/Edit to add or edit attachments, links, or associated items.
2.8.1 Right-Click Menu
The right-click menu is displayed when you right-click a test in the left pane. It has the
following options:
Add Test - displays the Add Test dialog box.
Edit Test - displays the Edit Test dialog box for the selected item.
Delete Test - deletes the selected item.
Copy - copies the selected item to the clipboard.
Paste - pastes the contents of the clipboard to the left pane.
Associate Requirements - displays the Associate Requirement dialog box.
Associate Issues - displays the Associate Issue dialog box.
Attachments - displays the Attach files dialog box.
Quick Run - runs the selected test.
Schedule test - displays the New Schedule and Add Task dialog boxes for creating a
schedule. The selected test is automatically added to the tests list.
Set test result - displays the Set Test Result dialog box for setting the test result for the
selected tests to passed, failed, or warning.
Group - displays the Group Tests dialog box for selecting how to sort items in the left
pane.
Filter - displays the Filter Tests dialog box for selecting which tests to display in the
left pane.
2.9 Test Execution Tab
The test execution tab lets you work with test sets to run tests.
The number of test sets displayed is determined by the Maximum Tree Nodes setting
in options. You can:
■
■
Expand and collapse the tree view using the plus and minus signs.
View the next or previous group of test sets by clicking the Next or Previous
button.
■
Hold the mouse over a node to view a count of its child nodes.
■
Move test sets by selecting the test and using the Move buttons.
■
Search test sets by clicking the Find button.
■
Filter test sets by clicking the Filter button.
■
Schedule when to run test sets by clicking the Schedule button.
Basics 2-7
Test Execution Tab
■
View the current status of the test set (passed, warning, failed) and the progress of
a test set (running, in progress, skipped).
The icon in front of the test indicates the type of test as follows:
■
Oracle OpenScript script - blue with a spiral.
■
Manual test - blue with a pencil.
■
Test folder - blue with a spiral.
■
Test set - blue with a plus sign.
■
3rd Party test - blue with two stars
The color of the icon in front of the test indicates the last result from running the test,
as follows:
■
Green, passed
■
Red, failed
■
Yellow, warning
■
Blue, not run
■
Silver, currently running
The right pane lists the selected test's details. Test steps and run history are displayed.
You can:
■
Click Execute Test Set to run all tests added to the test set. This option appears at
the top of the Test Set page only after tests have been added to a test set.
■
Click Edit this test to open the Edit Test dialog box.
■
Click Print to print the right pane.
■
■
■
Click e-Mail to e-mail the test. The title and description are automatically copied
to the e-mail.
Click Delete Results to display the Delete Results dialog box for deleting results
from particular test runs.
Click the date in the Run History section to display result details for a particular
run.
In the upper right corner or the right pane, associated requirements and issues are
listed as well as attachments and links. You can:
■
Click on an associated requirement or issue to view its details.
■
Click on an attachment to open it in the appropriate application.
■
Click on a link to view the URL in a separate browser window.
■
Select Add/Edit to add or edit attachments, links, or associated items.
2.9.1 Right-Click Menu
The right-click menu is displayed when you right-click a test in the left pane. It has the
following options:
Add Test Set Node - displays the Add Test dialog box.
Edit Test Set Node - displays the Edit Test dialog box for the selected item.
Delete Test Set Node - deletes the selected item.
2-8 Oracle Test Manager - Test Manager User's Guide
Issues Tab
Copy - copies the selected item to the clipboard.
Paste - pastes the contents of the clipboard to the left pane.
Associate Requirements - displays the Associate Requirement dialog box.
Associate Issues - displays the Associate Issue dialog box.
Associate Test Plans - displays the Associate Test Plans dialog box.
Attachments - displays the Attach files dialog box.
Filter - displays the Filter Tests dialog box for selecting which tests to display in the
left pane.
2.10 Issues Tab
The issues tab lets you work with issues.
The number of issues displayed is determined by the Maximum Tree Nodes setting in
options. You can:
■
View the next or previous group of issues by clicking the Next or Previous button.
■
Group issues by clicking the Group button.
■
Filter issues by clicking the Filter button.
■
Hold the mouse over a node to view a count of its child nodes.
■
Search issues by clicking the Find button.
■
Display a particular issue by entering the issue number in the Goto field and
clicking the Goto button.
The color of the icon in front of the issue indicates its priority. The default colors are as
follows and can be changed by changing the order of the Issue Priorities in Oracle Test
Manager Administrator:
■
Red, high priority
■
Yellow, medium priority
■
Green, low priority
The number inside the icon corresponds to the status number.
The right pane lists information about the selected issue including the issue's details,
solution, priority, and status. You can:
■
Click Edit this issue to open the Edit Issue dialog box.
■
Click Print to print the right pane.
■
Click e-Mail to e-mail the issue. The title and description are automatically copied
to the e-mail.
In the upper right corner of the right pane, associated requirements, tests, and issues
are listed as well as attachments and links. You can:
■
Click on an associated test, requirement, or issue to view its details.
■
Click on an attachment to open it in the appropriate application.
■
Click on a link to view the URL in a separate browser window.
■
Select Add/Edit to add or edit attachments or links.
Basics 2-9
Reports Tab
2.10.1 Right-Click Menu
The right-click menu is displayed when you right-click an issue in the left pane. It has
the following options:
Add Issue - displays the Add Issue dialog box.
Edit Issue - displays the Edit Issue dialog box for the selected item.
Delete Issue - deletes the selected item.
Copy - copies the selected item to the clipboard.
Paste - pastes the contents of the clipboard to the left pane.
Associate Test - displays the Associate Test dialog box.
Associate Issues - displays the Associate Issue dialog box.
Attachments - displays the Attach files dialog box.
Group - displays the Group Issues dialog box for selecting how to sort items in the left
pane.
Filter - displays the Filter Issues dialog box for selecting which issues to display in the
left pane.
2.11 Reports Tab
The Reports tab lets you work with both standard and custom reports.
Oracle Test Manager comes with a standard set of reports that can be viewed as either
a graphic or as data. In addition, you can create custom reports to display only the
data that you are interested in. You can:
■
View a standard or custom report by selecting it from the left tree.
■
Add a custom report by clicking Add.
■
Edit a custom report by clicking Edit.
■
Delete a custom report by clicking Delete.
■
Clone an existing report to create a copy of it that you can then edit by clicking
Clone.
■
Save custom reports by clicking Save.
■
Email reports by clicking Email.
■
Print reports by clicking Print.
■
Filter the fields in the report to display only the data in which you are interested.
■
Export reports to jpg, and xls formats.
Refer to Chapter 5 for instructions on using reports.
2.12 Dashboard Tab
The Dashboard tab lets you view an overview of reports.
One Dashboard reports is available for requirements, tests, and issues. You can
customize which reports are displayed for each and then save the view. In addition,
you can select the number of columns to use for the display.
You can:
2-10 Oracle Test Manager - Test Manager User's Guide
Menu Options
■
Add reports to the view by clicking Add.
■
Remove the selected dashboard report by clicking Delete.
■
Save the customized view by clicking Save.
■
Print dashboard reports by clicking Print.
■
Toggle the display of the report tree by clicking Toggle.
Each report has the following toolbar with the following options, described from left to
right.
Move Left - moves the report one space to the left.
Move Up - moves the report up one space.
Move Down - moves the report down one space.
Move Right - moves the report one space to the right.
Minimize - minimizes the report.
Maximize - displays the report in a separate window. From there you can toggle
between report and data views, and export the report.
Delete - removes the report from the display.
2.13 Menu Options
This section lists the Oracle Test Manager menus and options.
2.13.1 Project Menu
The Project menu lets you select which project to open.
Open - displays the Open Project dialog box for selecting the project you want to open.
Import Data - displays the Import dialog box for importing a .csv or .xls file into the
database.
Export Project - displays the Export dialog box for exporting data from the database to
an .xls file. The exported .xls file is saved to a .zip archive file.
2.13.2 Tools Menu
The Tools menu lets you set user options, configure systems, and view legacy reports.
It has the following options:
Systems - displays the Systems Manager for configuring the systems on which you
will run tests.
Repositories - displays the repositories dialog box for managing repositories.
Options - displays the Options dialog box for setting user preferences.
2.13.3 Help Menu
Contents - displays the table of contents for online help.
About - displays version and copyright information.
Basics 2-11
Toolbar Options
2.14 Toolbar Options
The toolbar has the following buttons for requirements, tests, and issues:
Refresh - refreshes the tree display.
Add - displays the Add dialog box based on the selected tab.
Edit - displays the Edit dialog box based on the selected item.
Delete - deletes the selected item.
Copy - copies the selected node.
Paste - pastes the last copied node.
Note:
Ctrl+C and Ctrl+V are supported for copy and paste.
Schedule - displays the Schedule dialog box for scheduling tests.
Find - displays the Find dialog box for searching requirements, tests, and issues.
History - displays the History dialog box for viewing the history of the selected item.
Move Up - moves the selected item up one spot at its current level. This button is not
available for issues.
Move Down - moves the selected item down one spot at its current level. This button
is not available for issues.
Outdent - moves the selected item to the same level as its parent. This button is not
available for issues.
Indent - moves the selected item to a submenu of the previous item. This button is not
available for issues.
Group - displays the Group dialog box for selecting how to display the left pane.
Group configurations can be saved and are listed in the drop down list.
Filter - displays the Filter dialog box for selecting the items to display in the left pane.
Filter configurations can be saved and are listed in the drop down list.
Goto - displays the requirement, test, or issue that is entered in the field. Items that are
not listed in the left pane because of the way the pane is filtered, are displayed in the
Temporary Node.
Next - displays the next group of items based on the Maximum Tree Nodes setting in
options.
Previous - displays the previous group of items based on the Maximum Tree Nodes
setting in options.
The toolbar has the following options on the Reports tab.
Add - displays the Add Report dialog box for adding a custom report.
Edit - displays the Edit Report dialog box for editing the selected custom report.
Standard reports cannot be changed.
Delete - removes the selected custom report. Standard reports cannot be deleted.
Clone - creates a copy of the selected standard or custom report. The copy can then be
edited as needed.
Save - displays the Save Report dialog box for saving custom reports.
2-12 Oracle Test Manager - Test Manager User's Guide
Changing Your User Options
Email - displays the Email Report dialog box for emailing the selected report.
Print - displays the Print dialog box for printing the selected report.
Stop - stops loading the report. This is useful when the report is taking a long time to
download.
Filter - displays the Filter dialog box for selecting the items to display in the left pane.
Filter configurations can be saved and are listed in the drop down list.
The toolbar has the following options on the Dashboard tab.
Add - displays the report tree for selecting the report you want to add to the
Dashboard.
Delete - removes the selected report from the display.
Save - displays the Save Dashboard dialog box for saving the dashboard report.
Toggle - toggles the display of the report tree.
2.15 Changing Your User Options
Your user options contain your name, email address, password, and information about
how you want to display items in Oracle Test Manager. If you are an administrative
user, you will have an additional option for resetting test run results.
To change your user options:
1.
Select Options from the Tools menu to display the Options dialog box.
This dialog box has the following options:
User Information - displays options for changing your name and e-mail address.
■
Database - displays the database that you are logged in to. This field cannot be
changed.
■
First Name - displays your first name.
■
Last Name - displays your last name.
■
E-mail - enter your e-mail address.
■
Enable E-mail Notification - select this check box to enable e mail notification
when new issues are created or the assigned to field is changed. Notification is
sent to the e-mail address entered in the E mail field.
Tree Preferences - these options let you customize tree behavior.
■
■
■
Maximum Number of Displayed Nodes - enter the maximum number of tree
nodes you want to display.
After editing a grouped node, follow the node even if its group changes when the tree has been grouped and you edit an item so that its group
changes, the item remains selected in its new location. When this option is not
selected, and you edit an item so that its group changes, the item that was
originally the next item is selected. If there is no next item, the previous item is
selected. If editing the item makes the original parent disappear, then the
top-most parent node is selected.
Include all of the associated nodes while copying a node - when checked,
associated nodes will be copied when copying a node. Otherwise, only the
selected node is copied without any associated nodes.
Change Password - displays the following options for changing your password:
Basics 2-13
Grouping and Filtering Items
■
Change - select this check box to change your password.
■
Old Password - enter the current password.
■
New Password - enter the new password.
■
Confirm New Password - re-enter the new password.
Reset Test Runs - this option is only displayed for administrative users.
■
Reset Test Run Status for all tests - select to change test run status.
■
Set Result to - enter the new test run status. This field cannot be left blank.
■
Set Summary to - optionally, enter a comment.
Reset User State - this option is used to reset the current user’s state. Oracle Test
Manager automatically saves the current state of the application for the current
user when the user logs out of the application. The user state is used to return the
user to the same place in the application at the next log in. Resetting the user state
may become necessary if at any time an action does not complete properly and the
progress bar indicator remains without completing.
Resetting the user state deletes the current user state, including groups, filters, and
the currently remembered tab selection, and restores the default settings. You will
be logged out of Oracle Test Manager to complete the reset.
■
Reset User State (for user : username) - select this option and click Save to
reset the user state.
2.
Make any changes.
3.
Click OK.
4.
Click OK.
2.15.1 Resetting Test Run Results
If you are logged on as an administrator you can reset the test run status for all tests in
the project. To reset test run status:
1.
Select Options from the Tools menu to display the Options dialog box.
2.
Select Reset Test Runs.
This dialog box has the following options:
■
Reset Test Run Status for all tests - select to change test run status.
■
Set Result to - enter the new test run status. This field cannot be left blank.
■
Set Summary to - optionally, enter a comment.
3.
Select Reset Test Run Status for all tests.
4.
Click OK.
5.
Enter the new status and a comment.
6.
Click OK.
7.
Click OK.
2.16 Grouping and Filtering Items
This section explains how to group and filter items in the tree.
2-14 Oracle Test Manager - Test Manager User's Guide
Grouping and Filtering Items
2.16.1 Grouping Items
You can change the order in which requirements, tests, and issues are displayed in the
tree view by changing the way they are grouped. The default view is not grouped, that
is, items are listed in order.
You can optionally save a grouping configuration for use again at a later time. Saved
groupings are listed in the drop down list in the toolbar.
Oracle Test Manager remembers and applies your last grouping selections the next
time you log in.
To group items:
1.
Select the tab corresponding to the category you want to group - requirements,
tests or issues.
2.
Click Group.
This dialog box has the following options:
Saved groups - lists the saved grouping configurations. To edit or delete a saved
group select it.
Save - displays the Save Criteria dialog box for saving the group settings.
Grouping configurations do not have to be saved.
Delete - deletes the selected saved group.
Group by - select the top level grouping criteria.
Then by - select the second level grouping criteria.
Then by - select the third level grouping criteria.
Then by - select the fourth level grouping criteria.
Apply - applies the settings to the left pane.
3.
Select how you want to group items. You can group by default and custom fields
up to four levels.
4.
Click Apply to use the settings immediately.
5.
Click Save to save the settings for later use. The Save Criteria dialog box is
displayed.
Name - enter a name for the grouping. Saved groups are listed in the drop down
list in the toolbar.
6.
Enter a name and click OK.
7.
Click OK.
8.
Click the folder level to display a list of items in the folder. Click the item for
which you want to view details.
2.16.2 Filtering Items
You can filter the tree view to display only those items in which you are interested.
You can filter by both default and custom fields. Requirements and tests must be
grouped before they can be filtered. Issues can be filtered whether or not they are
grouped.
Filter configurations can be saved for reuse later. Saved filters are listed in the drop
down list in the toolbar.
Basics 2-15
Grouping and Filtering Items
Oracle Test Manager remembers and applies your last filtering selections the next time
you log in.
To filter items:
1.
Select the tab corresponding to the category you want to filter - requirements, tests
or issues.
2.
Click Filter.
This dialog box has the following options:
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are filtering requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
3.
Select how you want to match the criteria. Select all to match all criteria. Select any
to match one criteria. Select a combination to create a filter using a combination of
And and Or.
2-16 Oracle Test Manager - Test Manager User's Guide
Grouping and Filtering Items
4.
Select or enter the first value by which you want to filter.
5.
Select Equals if you want to display items that match the value. Select Not Equal
to if you want to display items that do not match the value.
6.
Select the value to use.
7.
Repeat these steps to filter to additional levels, if required.
8.
Click Apply to immediately apply the filter to the left pane.
9.
Optionally, click Save to save the filter for reuse. The Save Criteria dialog box is
displayed.
Name - enter a name for the filter. Saved filters are listed in the drop down list in
the toolbar.
10. Enter a name for the filter and click OK.
11. Click OK.
Items that are not displayed are still in the database. To display
the default view set the filter selection to None.
Note:
Basics 2-17
Grouping and Filtering Items
2-18 Oracle Test Manager - Test Manager User's Guide
3
Working With Projects
3
This chapter explains how to maintain projects, use attachments, create links, and view
history.
3.1 Project Basics
A project is the collection of related requirements, tests, and issues grouped together
under a project name.
3.2 Working With Projects
You can open existing projects. Use the Administrator to add new projects.
3.2.1 Adding Repositories
Repositories give you the ability to share files. Any shared directory can be used as a
repository. Since the Oracle Application Testing Suite Application Service runs as the
local SYSTEM user, there may be a policy restricting access to your network share. You
can fix this by doing one of the following:
■
■
Ensure that both sharing permissions and security permission on the remote
network directory allows for other SYSTEM users to gain access. The least
restrictive setting is to allow the windows user "Everyone" to be given permission.
Configure the Oracle Application Testing Suite Application Service to run under a
specific user account rather than the local System user account.
To add a repository:
1.
Select Repositories from the Tools menu.
This dialog box has the following options:
New - adds a new entry to the table.
Delete - deletes the selected repository.
Name - enter the name of the repository.
Path - enter the path of the repository. If the path that you specify is a shared
network drive, the Oracle Load Testing Server must have access to that drive. By
default the Oracle Test Manager Server runs under the "Local System" account.
You may need to change this to run a user account in the Services panel.
2.
Click New. A new entry is made in the table.
3.
Enter the name of the repository.
Working With Projects 3-1
Working With Projects
4.
Enter the location of the repository.
5.
Click OK.
3.2.2 Opening Projects
To open a project:
1.
Select Open from the Project menu.
This dialog box has the following options:
Project - lists the projects in the selected database.
Database - lists the available databases.
2.
Select the database that contains the project you want to open. The projects
displayed are only those in the selected database.
3.
Select the project you want to open.
4.
Click OK.
3.2.3 Attaching Files to Test Plans, Requirements, Tests, or Issues
To attach a file:
1.
Select the requirement, test, or issue to which you want to add an attachment.
2.
Select Add/Edit from the Attachments section of the right panel.
This dialog box shows a list of files and links in separate sections. A message is
displayed if none have been created. This dialog box has the following options:
File/Link - displays the full path and name of the attachment. Displays the
description or the URL for the link.
Location - displays Database if the attachment was stored in the database,
otherwise displays the path.
Close - closes the dialog box.
Add - displays the Add File dialog box for adding a file or link.
Remove - either removes the reference to the selected attachment or removes the
selected attachment from the database. Attachments are not deleted from the local
machine. Removes the selected link.
Update DB - for attachments stored in the database, updates the selected
attachment, otherwise stores the attachment in the database.
Save Local - for attachments stored in the database, displays the Save As dialog
box for saving the attachment to the local machine.
Edit Link - displays the Update Link dialog box for editing the selected link.
3.
Click Add to display the Add File dialog box.
File - lets you attach a file that will be listed in the Attachments section. Enter the
name and location of the file or click Browse or Capture.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - lets you capture all or part of the screen and save it as a .jpg or .bmp
file. Once the capture is complete, the Screen Capture utility is displayed.
Select Save As form the File menu to save the file. The name and location is
automatically entered into the File field.
3-2 Oracle Test Manager - Test Manager User's Guide
Working With Projects
Entire Screen - captures the entire screen.
Active Window - captures the active window.
Specific Window - captures the window that is displayed after five seconds,
letting you select a window that is not the active window.
Selected Region - lets you select the region to capture.
Link - lets you add a link to the Links section.
■
■
4.
Title - enter a descriptive title for the link. This will be displayed in the Links
section. This field is required.
Link - enter the URL. For example, http://www.company.com.
Click Browse to attach an existing file. Click a Capture option to start the Screen
Capture utility to capture a screen, save it as a .JPG or .BMP file, and populate the
File Name field. Refer to Appendix A for instructions on using the utility or select
Contents from the Help menu in the utility.
Note: The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
5.
Navigate to the file you want to attach and select it.
6.
Click Open.
7.
Uncheck Upload to DB if you do not want to save the attachment in the database.
8.
Click Upload.
9.
Click Close.
3.2.4 Opening Attachments
Attachments are opened in a separate window in their associated application. You can
open attachments that are stored in the database or located on the machine you are
using. You can edit attachments stored in the database. If you do, Oracle Test Manager
asks you if you want to save the changes to the database when you close the window.
To open an attachment:
1.
Select the requirement, test, or issue containing the attachment.
2.
Click the attachment that you want to open in the Attachment section of the right
pane.
3.2.5 Creating Links
You can create a link for requirements, tests, and issues. These links are listed in the
Link section on the right-hand side of the screen. When clicked, the URL is displayed
in a separate browser window. To create a link:
1.
Select the requirement, test, or issue to which you want to add a link.
2.
Select Add/Edit from the Links section of the right panel.
This dialog box shows a list of files and links in separate sections. A message is
displayed if none have been created. This dialog box has the following options:
Working With Projects 3-3
Working With Projects
File/Link - displays the full path and name of the attachment. Displays the
description or the URL for the link.
Location - displays Database if the attachment was stored in the database,
otherwise displays the path.
Close - closes the dialog box.
Add - displays the Add File dialog box for adding a file or link.
Remove - either removes the reference to the selected attachment or removes the
selected attachment from the database. Attachments are not deleted from the local
machine. Removes the selected link.
Copy to DB/Update DB - for attachments stored in the database, updates the
selected attachment, otherwise stores the attachment in the database.
Save Local - for attachments stored in the database, displays the Save As dialog
box for saving the attachment to the local machine.
Edit Link - displays the Update Link dialog box for editing the selected link.
3.
Click Add to display the Add File dialog box.
File - lets you attach a file that will be listed in the Attachments section. Enter the
name and location of the file or click Browse or Capture.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - lets you capture all or part of the screen and save it as a .jpg or .bmp
file. Once the capture is complete, the Screen Capture utility is displayed.
Select Save As from the File menu to save the file. The name and location is
automatically entered into the File field.
Entire Screen - captures the entire screen.
Active Window - captures the active window.
Specific Window - captures the window that is displayed after five seconds,
letting you select a window that is not the active window.
Selected Region - lets you select the region to capture.
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
4.
Click Link.
5.
Enter a descriptive title for the link. This will be displayed in the Links section.
6.
Enter the URL for the link. If a title is not entered, the URL is displayed in the
Links section.
7.
Click Upload.
8.
Click Close.
3.2.6 Viewing History
You can view, by date, the history of changes for an individual requirement, test, or
issue. To view history:
3-4 Oracle Test Manager - Test Manager User's Guide
Working With Projects
1.
Select the requirement, test, or issue that you want to view.
2.
Click History on the toolbar.
This dialog box has the following options:
Date - lists the dates on which changes were made to the selected item.
<Detail> - displays the details of the selected item as of the selected date.
3.
Select the date you want to view.
4.
Click Close when you are done.
3.2.7 Searching Projects
You can search requirements, tests, and issues based on the value of individual fields.
In addition, you can search all text fields and search for items by creation date.
You can optionally save a search configuration, that is, a filter, for use again at a later
time. Saved filters are listed in the drop down list in the Saved Filters field on the Find
dialog box and are listed in the Filters dropdown on the toolbar so that you can use the
filter to determine what is displayed in the left tree.
Oracle Test Manager remembers and applies your last search selections the next time
you click Find whether or not you saved it.
To search:
1.
Click Find.
This dialog box has the following options:
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - select whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
Working With Projects 3-5
Working With Projects
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - lists the matches.
Navigate - navigates to the selected result and displays it in the right pane.
Preview - shows a preview of the selected result in a separate window.
2.
Select the component through which you want to search.
3.
Select how you want to match the criteria. Select all to match all criteria. Select any
to match one criteria. Select a combination to create a filter using a combination of
And and Or.
4.
Select or enter the first value by which you want to filter.
5.
Select Equals if you want to display items that match the value. Select Not Equal
to if you want to display items that do not match the value.
6.
Select the value to use.
You can use SQL characters for searching. For example, if you
wanted to find all issues that contained Joe Smith and Mary Jones in
the description field, you could enter %Joe Smith%Mary Jones% in the
value field.
Note:
If you select Creation Date, a calendar icon is displayed to the right of the value
field for selecting a date and two additional operators are available, one for less
than or equal to and one for greater than or equal to.
The calendar has the following options:
dash (-) - toggles the first column displayed between Sun and Mon.
<< and >> - displays the same month in the previous or next year.
< and > - displays the previous or next month.
7.
Repeat these steps to filter to additional levels, if required.
8.
Optionally, click Save to save the filter for reuse. The Save Criteria dialog box is
displayed.
Name - enter a name for the filter. Saved filters are listed in the drop down list in
the toolbar.
9.
Enter a name for the filter and click OK.
10. Click Search.
3-6 Oracle Test Manager - Test Manager User's Guide
Working With Projects
11. Double-click on an item in the Results list or click Navigate to display it. Click
Preview to display the item in a separate window.
12. Click Cancel when you are done.
3.2.8 Importing Data
You can import data from either a CSV, XLS, or an exported Oracle Test Manager ZIP
file into the current project in the Oracle Test Manager database for the following types
of nodes. Only users with write permission can import data.
■
■
Requirements
Tests and Test Sets - both manual tests and test folders can be imported. Test folder
child nodes cannot be imported at the same time as the test folder.
■
Attach files included in an exported Oracle Test Manager ZIP file.
■
Issues
■
Test Plans
■
Test run results for manual tests - test step actions cannot be updated. The
expected result can only have a comment added for the run and the actual results
string.
For exported Oracle Test Manager ZIP files, only the data that was exported to the
archive ZIP file will be included when the data is imported.
To import data, the columns in the imported file must be matched to the fields in the
database. Oracle Test Manager assumes that the first row in the file being imported
contains labels indicating the type of data in the columns. You can manually map the
columns to the database fields or you can let Oracle Test Manager automatically map
the fields.
Once the fields are mapped, you can choose to save the mappings to a mapping file for
future use so commonly used mappings will not have to be defined each time you
import data. Mapping files are shared across all users.
Records will not be imported if the following conditions occur:
■
■
■
For Test Run Results, the test case ID and the number of test steps in t he test case
must match. If there is a mismatch, the records is not imported.
If a field being imported contains data that is too long for the target field, the
record is not imported.
If an imported record contains a required field that does not contain data, the
record is still imported but will contain a default value.
The Oracle Test Manager parser expects only the "test step" columns be present in the
rows that represent a test step and all other columns should be empty (i.e. no
whitespace). Errors are logged to the <installdir>\OTM\debugcom.log file on
the installation drive.
If a new item is imported, email notification occurs based on the current rules.
Once you start importing, you can continue working in Oracle Test Manager. The
Import Result dialog box is displayed when importing is finished.
Working With Projects 3-7
Working With Projects
Interrupting the import process by logging out of Oracle Test
Manager, closing the browser window, or stopping the Oracle
Application Testing Suite application Service could result in database
corruption.
Note:
To import data:
1.
Select Import data from the Project menu to display the Import dialog box.
This dialog box has the following options:
File Name - enter the file name or click browse to select the CSV, XLS, or exported
Oracle Test Manager ZIP file that you want to import.
2.
Enter a file name or click Browse to locate the file you want to import.
3.
Click Upload.
This dialog box has the following options:
Select Type - select the type of data you are importing.
Mappings - you can save mappings set up in this dialog box for use with future
imports.
■
■
Available Mappings - lists saved mapping files. Select a file to apply to the
current import. Click the X to delete the mapping file.
Save Mappings - when selected a text box is displayed for entering a file name
for the mappings. When you click OK the mappings are saved.
CSV/XLS Column Name - lists the columns in the file you are importing.
Right Arrows - maps the selected column name to the selected database field
name.
Left Arrows - removed the mapping from the selected database field name.
OK - continues the import process and if Save Mappings is selected, creates a
mapping file.
Cancel - cancels the import.
Help - displays help.
Auto Match - creates mapping for column names that match database field names.
4.
Select the type of data you are uploading. If you select a mapping file, the type of
data is automatically selected.
5.
Match the column labels to the database name fields. You can do this in the
following ways:
■
■
■
select a mapping file. If the mappings do not match the file being imported an
error message is displayed.
click the Auto Match button to automatically map column headers to
matching database fields.
manually select a column label and a database field and click the right arrows
button.
6.
Click OK. The Import in progress dialog box is displayed.
7.
Click OK. The Import Result dialog box is displayed when importing is finished.
3-8 Oracle Test Manager - Test Manager User's Guide
Working With Projects
This dialog box has the following options:
Success - displays the number of records that were successfully imported.
Failures - displays the number of records that failed to be imported.
Messages - displays messages about the import.
3.2.9 Exporting Projects
You can export project data to an archive file that can then be imported into another
project or instance of Oracle Test Manager. The Export Project menu option opens a
dialog box for selecting the type of data to export. The export procedure creates an
archive .zip file containing an .xml file with the exported data. The archive .zip file can
be imported into another project or instance of Oracle Test Manager.
To export project data:
1.
Select Export Project from the Project menu to display the Export dialog box.
This dialog box has the following options:
Requirements - when selected, project requirements data is exported to the
archive .zip file. When cleared, requirements data is not included in the export file.
Issues - when selected, project Issues data is exported to the archive .zip file.
When cleared, Issues data is not included in the export file.
Test and Test Sets - when selected, project Test and Test Sets data is exported to
the archive .zip file. When cleared, Test and Test Sets data is not included in the
export file.
Test Plans - when selected, project Test Plans data is exported to the archive .zip
file. When cleared, Test Plans data is not included in the export file.
Attach Files - when selected, project Attach Files data is exported to the archive
.zip file. When cleared, Attach Files data is not included in the export file.
Encoding - specifies the encoding to use when exporting projects, as follows:
■
■
UTF-8 - specifies UTF-8 character encoding for the exported XML. This is the
default setting used for most databases using only the standard ASCII
character set range.
ISO-8859-1 - specifies ISO-8859-1 character encoding for the exported XML.
Use this setting if your database has been customized to use characters outside
of the standard ASCII character set range. See
http://support.microsoft.com/kb/238833 for additional
information.
2.
Select which types of data to export.
3.
If you have a customized database containing special characters, change the
encoding to ISO-8859-1.
4.
Click Export.
5.
Select Open to open the archive file in your default zip utility or click Save to save
the archive file to disk. If you save to disk, specify the drive and directory location
then click Save.
Working With Projects 3-9
Working With Projects
3-10 Oracle Test Manager - Test Manager User's Guide
4
Working With Test Plans
4
Test plans reflect the test plan for the project. Similar test plans can be grouped
together into branches for easy management. Once entered, you associate
requirements with them so you know which requirements are specified for the test
plan.
4.1 Adding Test Plans
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To add a test plan:
1.
Select the Test Plans tab.
2.
Click Add.
This dialog box has the following options:
Name - enter the name of the test plan.
Owner - select the user that owns the test plan. Only users with read permission
for this project are listed. These options can be changed by your system
administrator.
Priority - select the priority of the test plan. These options can be changed by your
system administrator.
Description - enter additional details about the test plan.
Reset - sets all fields back to their original values.
Attachment - lets you add an attachment or link to this test plan.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
Working With Test Plans
4-1
Deleting Test Plans
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
3.
Enter the test plan details.
4.
Click OK.
4.2 Deleting Test Plans
To delete one test plan or branch:
1.
Select the test plan or branch that you want to delete.
2.
Click Delete.
3.
Click Yes when asked to confirm the deletion. The test plan and all its sub test
plans are deleted from the database.
To delete multiple test plans:
1.
Select the test plans you want to delete using SHIFT-click and CTRL-click.
2.
Click Delete. The Delete Test Plans dialog box is displayed showing the selected
test plans.
Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do
not want to delete.
OK - deletes the selected nodes.
Reset - checks all of the nodes.
3.
Deselect any nodes that you do not want to delete.
4.
Click OK.
4.3 Editing Test Plans
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To edit a test plan:
1.
Select the test plan you want to edit.
2.
Click Edit.
This dialog box has the following options:
Name - enter the name of the test plan.
4-2 Oracle Test Manager - Test Manager User's Guide
Associating Requirements With Test Plans
Owner - select the user that owns the test plan. Only users with read permission
for this project are listed. These options can be changed by your system
administrator.
Priority - select the priority of the test plan. These options can be changed by your
system administrator.
Description - enter additional details about the test plan.
Reset - sets all fields back to their original values.
3.
Make any changes.
4.
Click OK.
4.4 Editing Multiple Test Plans
You can edit several test plans at the same time if you want to make the same change
to them all. To edit multiple test plans:
1.
Select the test plans you want to edit.
2.
Select Edit Test Plan from the right-click menu.
Selected nodes - lists the selected nodes. Deselect nodes that you do not want to
edit.
Fields - the fields listed are determined by the type of node and whether there are
any custom fields.
Check Box - select the check box to change the field's value. The change will be
applied to all of the selected nodes.
3.
Deselect any nodes that you do not want to change.
4.
Select a field that you want to change.
5.
Select or enter the new value. The change will be made to all of the selected nodes.
6.
Repeat for all fields that you want to change.
7.
Click Save.
4.5 Associating Requirements With Test Plans
There are two ways to associate requirements with test plans. You can search for
requirements that contain designated values in one or more fields or you can select
requirements from a tree view.
To associate requirements with a test plan using search:
1.
Select the test plan with which you want to associate requirements.
2.
Select Add/Edit in the Associated Requirements section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays requirements only.
that match - select how to apply the filtering criteria.
Working With Test Plans
4-3
Associating Requirements With Test Plans
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the tests that you want to associate and click Select or click Select All to
associate all tests that matched the search criteria.
5.
Click OK. The tests are listed in the right pane under associated tests.
To associate requirements with a test plan using the tree view:
1.
Select the test plan with which you want to associate requirements.
2.
Select Add/Edit in the Associated Requirements section of the right pane.
4-4 Oracle Test Manager - Test Manager User's Guide
Emailing Test Plans
<test list> - double click requirements to add and delete them from the list of
associated requirements or select the requirements you want to add and click
Select.
■
■
Select - places the selected requirement in the Associated Nodes field.
Select All - places all requirements in the Results field in the Associated
Nodes field.
Associated Nodes - displays the requirements that are associated with this test
plan.
■
Remove - removes the selected requirement from the Associated Nodes field.
■
Remove All - removes all requirements from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the requirements you want associated with thistest plan and click Select or
click Select All to associate all requirements.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The requirements will be listed in the right pane under associated
requirements.
4.6 Emailing Test Plans
You can email a test plan to one or more people. For email to work, the SMTP server
must be configured using the Oracle Test Manager Administrator.
To email a test plan:
1.
Click the Test Plans tab.
2.
Select the test plan that you want to email and click Email.
Send to - enter the email addresses of the people to whom you want to email this
test plan. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default includes the name and id of the test plan.
Message - enter the text that you want to appear in the message.
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
4.
Select the recipients that you want to receive the test plan and click Select. Note
that only users in your database that have email notification enabled are listed in
the dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
Working With Test Plans
4-5
Emailing Test Plans
7.
Enter a message if necessary.
8.
Click OK.
4-6 Oracle Test Manager - Test Manager User's Guide
5
Working With Requirements
5
Requirements reflect the test plan for the project. Similar requirements can be grouped
together into branches for easy management. Once entered, they can be associated
with the tests that address them.
5.1 Adding Requirements
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To add a requirement:
1.
Select the Requirements tab.
2.
Click Add.
This dialog box has the following options:
Name - enter the name of the requirement.
Type - enter the type of requirement. These options can be changed by your
system administrator.
Owner - select the user that owns the requirement. Only users with read
permission for this project are listed. These options can be changed by your system
administrator.
Status - select the status of the requirement. These options can be changed by your
system administrator.
Priority - select the priority of the requirement. These options can be changed by
your system administrator.
Description - enter additional details about the requirement.
Reset - sets all fields back to their original values.
Attachment - lets you add an attachment or link to this requirement.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Working With Requirements 5-1
Deleting Requirements
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
3.
Enter the requirement details.
4.
Click OK.
5.2 Deleting Requirements
To delete one requirement or branch:
1.
Select the requirement or branch that you want to delete.
2.
Click Delete.
3.
Click Yes when asked to confirm the deletion. The requirement and all its sub
requirements are deleted from the database.
To delete multiple requirements:
1.
Select the requirements you want to delete using SHIFT-click and CTRL-click.
2.
Click Delete. The Delete Requirements dialog box is displayed showing the
selected requirements.
Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do
not want to delete.
OK - deletes the selected nodes.
Reset - checks all of the nodes.
3.
Deselect any nodes that you do not want to delete.
4.
Click OK.
5.3 Editing Requirements
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To edit a requirement:
1.
Select the requirement you want to edit.
2.
Click Edit.
5-2 Oracle Test Manager - Test Manager User's Guide
Associating Tests With Requirements
This dialog box has the following options:
Name - enter the name of the requirement.
Type - enter the type of requirement. These options can be changed by your
system administrator.
Status - select the status of the requirement. These options can be changed by your
system administrator.
Owner - select the user that owns the requirement. Only users with read
permission for this project are listed. These options can be changed by your system
administrator.
Priority - select the priority of the requirement. These options can be changed by
your system administrator.
Description - enter additional details about the requirement.
Reset - sets all fields back to their original values.
3.
Make any changes.
4.
Click OK.
5.4 Editing Multiple Requirements
You can edit several requirements at the same time if you want to make the same
change to them all. To edit multiple requirements:
1.
Select the requirements you want to edit.
2.
Select Edit Requirement from the right-click menu.
Selected nodes - lists the selected nodes. Deselect nodes that you do not want to
edit.
Fields - the fields listed are determined by the type of node and whether there are
any custom fields.
Check Box - select the check box to change the field's value. The change will be
applied to all of the selected nodes.
3.
Deselect any nodes that you do not want to change.
4.
Select a field that you want to change.
5.
Select or enter the new value. The change will be made to all of the selected nodes.
6.
Repeat for all fields that you want to change.
7.
Click Save.
5.5 Associating Tests With Requirements
There are two ways to associate tests with requirements. You can search for tests that
contain designated values in one or more fields or you can select tests from a tree view.
To associate tests with a requirement using search:
1.
Select the requirement with which you want to associate tests.
2.
Select Add/Edit in the Associated Tests section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Working With Requirements 5-3
Associating Tests With Requirements
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
5-4 Oracle Test Manager - Test Manager User's Guide
Emailing Requirements
4.
Select the tests that you want to associate and click Select or click Select All to
associate all tests that matched the search criteria.
5.
Click OK. The tests are listed in the right pane under associated tests.
To associate tests with a requirement using the tree view:
1.
Select the requirement with which you want to associate tests.
2.
Select Add/Edit in the Associated Tests section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the tests that are associated with this requirement.
■
Remove - removes the selected test from the Associated Nodes field.
■
Remove All - removes all tests from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the tests you want associated with this requirement and click Select or click
Select All to associate all tests.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The tests will be listed in the right pane under associated tests.
5.6 Emailing Requirements
You can email a requirement to one or more people. For email to work, the SMTP
server must be configured using the Oracle Test Manager Administrator. To email a
requirement:
1.
Click the Requirements tab.
2.
Select the requirement that you want to email and click Email.
Send to - enter the email addresses of the people to whom you want to email this
requirement. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default includes the name and id of the requirement.
Message - enter the text that you want to appear in the message.
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
Working With Requirements 5-5
Emailing Requirements
4.
Select the recipients that you want to receive the requirement and click Select.
Note that only users in your database that have email notification enabled are
listed in the dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
7.
Enter a message if necessary.
8.
Click OK.
5-6 Oracle Test Manager - Test Manager User's Guide
6
Working With Tests
6
Tests can be manual or automatic. Automatic Oracle OpenScript scripts can be run
from Oracle Test Manager. For manual tests, you enter the individual test steps. When
you run a manual test, a wizard guides you through each step, allowing you to enter
the results.
Tests can be grouped together into branches for easy management. Once entered, they
can be associated with the requirements they address or any issues that result from
running the test.
When you run a test, you can specify the workstation to run it on. Workstations are
configured using the Systems Manager. To run Oracle OpenScript tests on remote
systems, you must also install the Oracle Application Testing Suite Remote Agent on
the remote system and configure Remote Agent Service login credentials. See the
"Installing the Oracle Load Testing Remote Agent" section in the Oracle Application
Testing Suite Release Notes for additional information about installing the agent and
configuring the login credentials.
In addition, tests can be scheduled to run once at a specified day and time, daily at a
specified time, or weekly at a specified day and time.
6.1 Adding Oracle OpenScript Scripts
Oracle OpenScript scripts can be added from the Web interface. To add an Oracle
OpenScript test:
1.
Select the Tests tab.
2.
Click the Add button.
3.
Enter a name for the test.
4.
Select Oracle OpenScript in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type of test. The last type selected is displayed first in the list.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
Working With Tests 6-1
Adding Oracle OpenScript Scripts
■
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Test File - for JUnit and 3rd Party tests, displays the file that will run. Click
Browse to display the Choose File dialog box for selecting the file.
Repository - for OpenScript scripts, specifies the repository where the script is
located. Click Find to display the Select Script dialog box for selecting the script
file.
Workspace - for OpenScript scripts, specifies the workspace where the script is
located. When you select a script using Find, the workspace will be filled in
automatically.
OpenScript - specifies the OpenScript script file name. When you select a script
using Find, the script name will be filled in automatically.
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - for 3rd party tests, displays the regular expression that you want to
match for a result of passed. For all other test types, displays the description of the
functionality the test is designed to verify.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
Attachment - lets you add an attachment or link to this test.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
Reset - clears the fields and returns the dialog box options to the starting state.
5.
Click Find to display the Select Script dialog box.
6.
Select the Repository and Workspace.
7.
Select the Oracle OpenScript script that you want to add.
8.
Click OK.
6-2 Oracle Test Manager - Test Manager User's Guide
Adding Manual Tests
9.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
10. Click Save.
6.2 Adding Manual Tests
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
Tests are automatically numbered when you enter them. You can reorder them using
the Move buttons. To add a manual test:
1.
Select the Tests tab.
2.
Click the Add button.
3.
Enter the name of the test.
4.
Select the Manual Test in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type of test.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - for 3rd party tests, displays the regular expression that you want to
match for a result of passed. For all other test types, displays the description of the
functionality the test is designed to verify.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
Attachment - lets you add an attachment or link to this test.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
Working With Tests 6-3
Adding Manual Tests
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
Reset - clears the fields and returns the dialog box options to the starting state.
5.
Select the owner of the test.
6.
Enter a description of the functionality to be tested.
7.
Select the test priority.
8.
Enter a description of the test.
9.
Click Save.
10. Select Add/Edit in the Test Steps section of the right-hand pane.
This dialog box has the following options:
Add - adds a new row under the selected row. When you click the tab key the test
in the Action, Expected Result, and Comment fields is added to the grid. Clicking
Add again also populates the grid.
Delete - deletes the selected step.
Move Up - moves the selected step up one position in the list.
Move Down - moves the selected step down one position in the list.
First - display the first step.
Previous - displays the previous step.
Next - displays the next step.
Last - displays the last step.
# - displays the step number.
Action - displays the action to perform.
Expected Result - displays a description of what is expected to happen as a result
of this step.
Comment - displays additional information about the step.
Add/Edit Attachments - displays the Add Attachment dialog box for adding an
attachment associated with this test step. Attachments are listed in the Test Steps
section of the right-hand pane.
11. Click Add.
12. Enter the information in the Action, Expected Result, and Comment fields for the
step. The gird is populated when move to the next field or when you click Add.
13. Click Add/Edit Attachments to add an attachment associated with this step.
6-4 Oracle Test Manager - Test Manager User's Guide
Adding Test Folder
14. Click Add to add another step or OK to exit the dialog box when you are finished
adding steps.
6.3 Adding Test Folder
Folders are automatically numbered when you enter them. You can reorder them
using the Move buttons. To add a test folder:
1.
Select the Tests tab.
2.
Click the Add button.
3.
Enter a name for the test.
4.
Select Test Folder in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type of test. The last type selected is displayed first in the last.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - for 3rd party tests, displays the regular expression that you want to
match for a result of passed. For all other test types, displays the description of the
functionality the test is designed to verify.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
Attachment - lets you add an attachment or link to this test.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
Note: The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Link - lets you add a link to the Links section.
Working With Tests 6-5
Adding Third Party Tests
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
Reset - clears the fields and returns the dialog box options to the starting state.
5.
Enter a description of the functionality of the folder.
6.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
7.
Click Save.
6.4 Adding Third Party Tests
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
The 3rd party test lets you run an executable file and capture the results. Before
creating the 3rd party test, create a batch or command file using a text editor such as
Notepad. This file can contain anything that can be run from the command line.
Once you create the test, you can add test steps that use regular expressions to parse
the test output to determine if the test was successful. If all test steps pass, the test
result is passed. If one step fails, the test result is failed.
After the test has run, you can view the console output in the results report. To add a
3rd Party test:
1.
Select the Tests tab.
2.
Click the Add button.
3.
Enter a name for the test.
4.
Select 3rd Party Test in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type of test. The last type selected is displayed first in the last.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test Folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Test File - for Oracle OpenScript tests, displays the script test file name. For 3rd
Party tests, displays the file that will run. Click Browse to display the Select Script
or Choose File dialog box for selecting the file.
6-6 Oracle Test Manager - Test Manager User's Guide
Adding Third Party Tests
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - enter a description of the functionality being tested.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
Attachment - lets you add an attachment or link to this test.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
Note: The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
5.
Click Browse to display the Choose File dialog box.
6.
Select the file that you want to run.
7.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
8.
Click Save.
9.
Select Add/Edit in the Test Steps section of the right-hand pane.
This dialog box has the following options:
Add - adds a new row under the selected row. When you click the tab key the test
in the Action, Expected Result, and Comment fields is added to the grid. Clicking
Add again also populates the grid.
Delete - deletes the selected step.
Move Up - moves the selected step up one position in the list.
Move Down - moves the selected step down one position in the list.
First - display the first step.
Previous - displays the previous step.
Next - displays the next step.
Last - displays the last step.
# - displays the step number.
Working With Tests 6-7
Adding JUnit Tests
Action - displays the description of the action.
Result Pattern - displays the regular expression that will be used to parse the
output of the third party test, which will determine if the step passed or failed. See
the Regular Expressions topic in the online help (Contents, Working with Tests,
Regular Expressions) for more information on regular expressions.
Comment - displays additional information about the step.
Add/Edit Attachments - displays the Add Attachment dialog box for adding an
attachment associated with this test step. Attachments are listed in the Test Steps
section of the right-hand pane.
10. Click Add.
11. Enter the information in the Action, Result Pattern, and Comment fields for the
step. The gird is populated when move to the next field or when you click Add.
12. Click Add/Edit Attachments to add an attachment associated with this step.
13. Click Add to add another step or OK to exit the dialog box when you are finished
adding steps.
6.5 Adding JUnit Tests
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
JUnit is a unit testing framework for the Java programming language. JUnit has been
important in the development of test-driven development and is one of a family of
unit testing frameworks. Oracle Test Manager uses JUnit 4 and Ant. JUnit tests are run
from a command-line using Ant.
Apache Ant is a Java library and command-line tool used to drive processes described
in build files as targets and extension points dependent upon each other. The main
usage of Ant is building Java applications. Ant supplies a number of built-in tasks
allowing to compile, assemble, test and run Java applications. Ant can also be used
effectively to build non Java applications, for instance C or C++ applications. More
generally, Ant can be used to pilot any type of process which can be described in terms
of targets and tasks.
A developer or tester creates unit test cases using JDeveloper (or any other
development environment that allows unit tests). Once created, the JUnit test can be
added to Oracle Test Manager. Oracle Test Manger executes the unit tests and reports
the results.
The following settings are required on the system which runs JUnit test:
1.
2.
Set the Environment variable PATH to include the following:
■
JDK (C:\OracleATS\jdk\jre\bin)
■
JUnit.jar (C:\OracleATS\install\lib\junit-4.5.jar)
■
ANT (C:\OracleATS\wls\modules\org.apache.ant_1.7.1\bin)
Set Environment variable CLASSPATH to include the following:
■
JUnit.jar (C:\OracleATS\install\lib\junit-4.5.jar)
6-8 Oracle Test Manager - Test Manager User's Guide
Adding JUnit Tests
■
3.
File path where class files are placed (C:\JUnit\Test\src)
Validate the Environment:
■
■
■
Type "java -version" at the command prompt, you should see the JVM reports
Validate JUnit by executing "java org.junit.runner.JUnitCore" from the
command line (JUnit Version details will be displayed )
Type "ANT" from the command prompt and verify there are no errors. (If you
see tools.jar file missing error, place the jar file under JRE/lib directory.)
4.
Edit JUnit-Testfile.xml (Sample file at <OATS_HOME>\otm\junit) to include the
correct classes directory path under classes.dir. Note: JUnit-Testfile.xml is the
sample ANT file, which is supported by Oracle Test Manager.
5.
Execute the JUnit from command prompt (<OATS_HOME>\otm\junit):
ant -Doats.junit.reports.dir=<path to store Report> -buildfile <buildfile name>
Example:
ant -Doats.junit.reports.dir=C:\Temp\Rpt -buildfile junit-testfile.xml
6.
Execute JUnit from Oracle Test Manager application:
■
Login to Oracle Test Manager.
■
Navigate to Test tab.
■
Add Test: JUnit.
■
Browse to the ANT file.
■
Perform a QuickRun of the JUnit test.
To add a JUnit test:
1.
Select the Tests tab.
2.
Click the Add button.
3.
Enter a name for the test.
4.
Select JUnit test in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type of test. The last type selected is displayed first in the last.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test Folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Ant File - for Oracle OpenScript tests, displays the script test file name. For 3rd
Party tests, displays the file that will run. For JUnit tests, displays the Ant file that
will used for the test. Click Browse to display the Select Script or Choose File
dialog box for selecting the file.
Working With Tests 6-9
Adding JUnit Tests
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - enter a description of the functionality being tested.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
Attachment - lets you add an attachment or link to this test.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
5.
Click Browse to display the Choose File dialog box.
6.
Select the file that you want to run.
7.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
8.
Click Save.
9.
Select Add/Edit in the Test Steps section of the right-hand pane.
This dialog box has the following options:
Add - adds a new row under the selected row. When you click the tab key the test
in the Action, Expected Result, and Comment fields is added to the grid. Clicking
Add again also populates the grid.
Delete - deletes the selected step.
Move Up - moves the selected step up one position in the list.
Move Down - moves the selected step down one position in the list.
First - display the first step.
Previous - displays the previous step.
Next - displays the next step.
Last - displays the last step.
# - displays the step number.
6-10 Oracle Test Manager - Test Manager User's Guide
Editing Tests
Action - displays the description of the action.
Result Pattern - displays the regular expression that will be used to parse the
output of the third party test, which will determine if the step passed or failed. See
the Regular Expressions topic in the online help (Contents, Working with Tests,
Regular Expressions) for more information on regular expressions.
Comment - displays additional information about the step.
Add/Edit Attachments - displays the Add Attachment dialog box for adding an
attachment associated with this test step. Attachments are listed in the Test Steps
section of the right-hand pane.
10. Click Add.
11. Enter the information in the Action, Result Pattern, and Comment fields for the
step. The gird is populated when move to the next field or when you click Add.
12. Click Add/Edit Attachments to add an attachment associated with this step.
13. Click Add to add another step or OK to exit the dialog box when you are finished
adding steps.
6.6 Deleting Tests
You can delete tests from the project. To delete a test or branch:
1.
Select the test or branch that you want to delete.
2.
Click the Delete button.
3.
Click Yes when asked to confirm the deletion.
To delete multiple tests:
1.
Select the tests you want to delete using SHIFT-click and CTRL-click.
2.
Click Delete. The Delete Tests dialog box is displayed showing the selected tests.
Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do
not want to delete.
OK - deletes the selected nodes.
Reset - checks all of the nodes.
3.
Deselect any nodes that you do not want to delete.
4.
Click OK.
6.7 Editing Tests
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To edit tests:
1.
Select the test you want to change.
2.
Click Edit.
This dialog box has the following options:
Working With Tests 6-11
Editing Multiple Tests
Name - displays the test name.
Type - displays the type of test. The last type selected is displayed first in the last.
■
Manual Test - manual tests are entered, performed, and kept track of
manually.
■
Test folder - high level descriptions for grouping tests together.
■
Oracle OpenScript - scripts created using Oracle OpenScript.
■
■
3rd Party Test - use this option when you want to run an executable file and
capture the results.
JUnit Test - use this option when you want to run an Ant file and capture the
results.
Repository - for OpenScript scripts, specifies the repository where the script is
located. Click Find to display the Select Script dialog box for selecting the script
file.
Workspace - for OpenScript scripts, specifies the workspace where the script is
located. When you select a script using Find, the workspace will be filled in
automatically.
Test File - for 3rd Party tests, displays the script test file name. Click Browse to
display the Choose File dialog box for selecting the test file.
Owner - select the user that owns the test. Only users with read permission for
this project are listed.
Functionality - displays the description of the functionality the test is designed to
verify.
Priority - displays the priority of the test. These options can be changed by your
system administrator.
Description - displays the test description.
3.
Make any changes.
4.
Click Save.
5.
To edit test step page titles or comments, or to add an attachment to a test step
click Add/Edit in the Test Steps section of the right-pane.
6.
Make any changes.
7.
Click OK.
6.8 Editing Multiple Tests
You can edit several tests at the same time if you want to make the same change to
them all. To edit multiple tests:
1.
Select the tests you want to edit.
2.
Select Edit Test from the right-click menu.
Selected nodes - lists the selected nodes. Deselect nodes that you do not want to
edit.
Fields - the fields listed are determined by the type of node and whether there are
any custom fields.
6-12 Oracle Test Manager - Test Manager User's Guide
Converting Tests
Check Box - select the check box to change the field's value. The change will be
applied to all of the selected nodes.
3.
Deselect any nodes that you do not want to change.
4.
Select a field that you want to change.
5.
Select or enter the new value. The change will be made to all of the selected nodes.
6.
Repeat for all fields that you want to change.
7.
Click Save.
6.9 Editing Manual Test Steps
To edit test steps for a manual test:
1.
Select the test for which you want to edit test steps.
2.
Select Add/Edit in the Test Steps section of the right-hand pane.
This dialog box has the following options:
Add - adds a new row under the selected row. When you click the tab key the test
in the Action, Expected Result, and Comment fields is added to the grid. Clicking
Add again also populates the grid.
Delete - deletes the selected step.
Move Up - moves the selected step up one position in the list.
Move Down - moves the selected step down one position in the list.
First - display the first step.
Previous - displays the previous step.
Next - displays the next step.
Last - displays the last step.
# - displays the step number.
Action - displays the action to perform.
Expected Result - displays a description of what is expected to happen as a result
of this step.
Comment - displays additional information about the step.
Add/Edit Attachments - displays the Add Attachment dialog box for adding an
attachment associated with this test step. Attachments are listed in the Test Steps
section of the right-hand pane.
3.
Make any changes.
4.
Click OK.
6.10 Converting Tests
You can convert manual test case nodes to Oracle OpenScript test case nodes. Oracle
Test Manager maintains the test case definition and results and allows you to replace
the manual test steps with Oracle OpenScript scripts. To convert a manual test:
1.
Select the test you want to convert and click Edit. The Edit Test dialog box is
displayed.
Working With Tests 6-13
Viewing Test Details
2.
Select Oracle OpenScript in the Type field.
3.
Select the test file that you want to use.
4.
Click OK when asked if you are sure that you want to convert the test type. The
Convert test type dialog box is displayed.
Save a copy of the selected Manual Test Case - saves both the converted test case
and the original test case.
Save the prior results history with the new Oracle Functional Testing Test Case saves the prior results history with the new test.
5.
Select the options and click OK.
6.
Click Save.
6.11 Viewing Test Details
You can view the result details for each test run. To view test details:
1.
Select the test for which you want to view details.
2.
In the Run History section of the right pane, click the date of the test for which you
want to view details.
The details of the test run expand and appear under the Run History section.
6.12 Associating Requirements With Tests
There are two ways to associate tests with requirements. You can search for tests that
contain designated values in one or more fields or you can select tests from a tree view.
To associate requirements with a test using search:
1.
Select the test with which you want to associate requirements.
2.
Select Add/Edit from the Associated Requirements section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
6-14 Oracle Test Manager - Test Manager User's Guide
Associating Requirements With Tests
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the requirements you want associated with this test or click Select All to
associate all requirements that matched the search criteria.
5.
Click OK. The requirements will be listed in the right pane under associated
requirements.
To associate requirements with a test using the tree view:
1.
Select the test with which you want to associate requirements.
2.
Select Add/Edit from the Associated Requirements section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Working With Tests 6-15
Associating Issues With Tests
Cancel - closes the dialog box without saving changes.
3.
Select the requirements you want associated with this test or click Select All to
associate all requirements that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The requirements will be listed in the right pane under associated
requirements.
6.13 Associating Issues With Tests
There are two ways to associate issues with tests. You can search for issues that contain
designated values in one or more fields or you can select issues from a tree view.
To associate issues with a test using search:
1.
Select the test with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
6-16 Oracle Test Manager - Test Manager User's Guide
Emailing Tests
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the issues you want associated with the test and click Select or click Select
All to associate all issues that matched the search criteria.
5.
Click OK. The issues will be listed in the right pane under associated issues.
To associate issues with a test using the tree view:
1.
Select the test with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the issues you want associated with the test and click Select or click Select
All to associate all issues that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The issues will be listed in the right pane under associated issues.
6.14 Emailing Tests
You can email a test to one or more people. For email to work, the SMTP server must
be configured using the Oracle Test Manager Administrator. To email a test:
1.
Click the Tests tab.
2.
Select the test that you want to email and click Email.
Working With Tests 6-17
Scheduling Tests
Send to - enter the email addresses of the people to whom you want to email this
test. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default includes the name and id of the test.
Message - enter the text that you want to appear in the message.
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
4.
Select the recipients that you want to receive the test and click Select. Note that
only users in your database that have email notification enabled are listed in the
dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
7.
Enter a message if necessary.
8.
Click OK.
6.15 Scheduling Tests
You can schedule Oracle OpenScript tests to run once on a specified day and time,
daily at a specified time, and weekly at a specified day and time.
6.15.1 Adding Tasks to the Schedule
To add a task to the schedule:
1.
Click the Schedule button or right-click the test you want to schedule and select
Schedule test. If you used the right-click menu, the New Task dialog box is
displayed with the selected test in the Tests field, otherwise, the Schedule dialog
box is displayed.
New Task - displays the New Task dialog box for adding a new task to the
schedule.
System - select the system on which you want to run tasks.
Schedule Area - lists the tasks that are scheduled for the displayed week. The
week is displayed from Sunday to Saturday and defaults to the current week.
■
Prev - displays the previous week.
■
Next - displays the next week.
■
Run Time - displays the time that the task is scheduled to run.
■
Task Name - displays the name of the task.
■
Status - displays the task's status.
Task Detail - click on a task name to display details about this task.
6-18 Oracle Test Manager - Test Manager User's Guide
Scheduling Tests
■
Navigate - displays the test in the right pane of the main window.
■
Preview - displays the test in a separate window.
■
■
■
■
Run Now - this button is available for tests that have not been executed. Runs
the test immediately.
Edit - displays the Edit Task dialog box for changing the task.
Clone - displays the Edit Task dialog box with the same configuration as the
selected task.
Delete - deletes the task from the schedule.
Calendars - shows the current and next month with the displayed week
highlighted. Click on a day in the calendar to display that week.
2.
■
Left arrow - moves the calendars back one month.
■
Right arrow - moves the calendars forward one month.
Select the day for which you want to schedule a task and click New task in the
Day column or click New task in the top left of the screen.
Name - enter a name for this task.
System - select the system on which you want to run this task.
Description - enter a description of this task.
Start Date - select the date and time at which you want to start this task. Tasks can
be scheduled on the hour, quarter past the hour, on the half our, and quarter to the
hour.
Recurrence - lets you specify when and how often to run this task.
■
Run once - runs the task once at the specified date and time.
■
Run daily - runs the task every day at the specified time.
■
Run weekly - runs the task every week on the specified day and time.
■
<days> - these options are only displayed when you select Run weekly. Select
the day on which you want to run the task.
End Date - specify the day on which you want this task to stop running.
Clear Date - blanks out the End Date field.
OpenScript tests - specifies how the command line settings are use when running
OpenScript tests.
■
■
■
Command line run settings - specifies the OpenScript command line options
to use.
Override - when selected, the specified command line options will override
the command line run settings specified in for any particular OpenScript test
specified in Oracle Test Manger.
[commands] - specifies the command line options. See the Appendix A of the
OpenScript User Guide for additional information about command line options.
Tests - displays the tests that are scheduled.
■
Add - displays the Test dialog box for selected tests.
■
Delete - deletes the selected test.
■
Move Up - moves the selected test up one spot in the list.
Working With Tests 6-19
Scheduling Tests
■
Move Down - moves the selected test down one spot in the list.
Run Parameters
■
Run Name - specifies a name to associate with the scheduled test run.
■
Version - select the version of software you are testing.
■
Send report to - enter the email addresses of the people you want to send the
report to after the schedule is executed or click the To button to display the
Select Email Recipients dialog box for selecting email recipients in your
database that have email notification enabled. Separate email address with a
comma.
3.
Enter a name for the task.
4.
Select the system on which to run the task.
5.
Enter a description of the task.
6.
Select the start date and time, and how often you want to run the task.
7.
Select what to do when a task is scheduled to run when another task is still
running.
8.
Click Add to add tests to the task. The same test can be added multiple times.
There are two ways to select tests. You can search for tests that contain designated
values in one or more fields or you can select tests from a tree view.
Find Tab Fields
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
6-20 Oracle Test Manager - Test Manager User's Guide
Scheduling Tests
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> -select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the tests that match the search criteria.
■
Select - places the selected tests in the Selected Test field.
■
Select All - places all tests in the Results field in the Selected Test field.
Tree View Fields
<test list> - double click tests to add and delete them from the list of selected tests
or select the tests you want to add and click Select.
■
Select - places the selected test in the Selected Test field.
■
Select All - places all tests in the Results field in the Selected Test field.
Common Fields
Selected Tests - displays the selected tests.
9.
■
<up arrow> - moves the selected test up one place.
■
<down arrow> - moves the selected test down one place.
■
Remove - removes the selected tests from the Selected Test field.
■
Remove All - removes all tests from the Selected Test field.
Select the tests that you want to schedule.
10. Click OK.
11. Use the Move Up and Move Down buttons to put the tests in the order in which
you want them to run.
12. Click Save.
13. To test the task, click the task that you want to test, then click Run Now.
14. Click Close to exit the Schedule dialog box.
6.15.2 Editing Tasks
To edit a task:
1.
Click the Schedule button.
2.
Click the task that you want to edit. Details about the task are displayed.
3.
Click the Edit button.
4.
Make any changes.
Working With Tests 6-21
Scheduling Tests
5.
Click Save.
6.
To test the task, click the task that you want to test, then click Run Now.
7.
Click Close to exit the Schedule dialog box.
6.15.3 Deleting Tasks
To delete a task:
1.
Click the Schedule button.
2.
Click the task you want to delete.
3.
Click Delete.
4.
Click Yes when asked to confirm the deletion.
6-22 Oracle Test Manager - Test Manager User's Guide
7
Executing Tests
7
Tests can be grouped together into branches for easy management. Once entered, they
can be associated with the requirements they address or any issues that result from
running the test.
When you run a test, you can specify the workstation to run it on. Workstations are
configured using the Systems Manager. To run Oracle OpenScript tests on remote
systems, you must also install the Oracle Application Testing Suite Remote Agent on
the remote system and configure Remote Agent Service login credentials. See the
"Installing the Oracle Load Testing Remote Agent" section in the Oracle Application
Testing Suite Release Notes for additional information about installing the agent and
configuring the login credentials.
In addition, tests can be scheduled to run once at a specified day and time, daily at a
specified time, or weekly at a specified day and time.
7.1 Adding Test Set Folders
Test Set Folders can be used to group test sets. Test Set Folders are automatically
numbered when you enter them. You can reorder them using the Move buttons. To
add a test folder:
1.
Select the Test Execution tab.
2.
Click the Add button.
3.
Enter a name for the test folder.
4.
Select Test Folder in the Type field.
This dialog box has the following options:
Name - displays the folder or test set name.
Type - displays the type, as follows:
■
■
Test Folder - high level descriptions for grouping test sets together.
Test Set - a list of tests that are sequentially run together that can also be
scheduled. In addition, the overall results are tracked and displayed.
Owner - select the user that owns the folder. Only users with read permission for
this project are listed.
Functionality - enter a description of the functionality being tested.
Priority - displays the priority of the folder. These options can be changed by your
system administrator.
Description - displays the folder description.
Executing Tests
7-1
Adding Test Sets
Attachment - lets you add an attachment or link to this folder.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
Reset - clears the fields and returns the dialog box options to the starting state.
5.
Enter a description of the functionality of the folder.
6.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
7.
Add any attachments.
8.
Click Save.
7.2 Adding Test Sets
Test Sets specify the tests to execute. Test Sets are automatically numbered when you
enter them. You can reorder them using the Move buttons. To add a test set:
1.
Select the Test Execution tab.
2.
Click the Add button.
3.
Enter a name for the test set.
4.
Select Test Set in the Type field.
This dialog box has the following options:
Name - displays the test name.
Type - displays the type, as follows:
■
■
Test Folder - high level descriptions for grouping test sets together.
Test Set - a list of tests that are sequentially run together that can also be
scheduled. In addition, the overall results are tracked and displayed.
Owner - select the user that owns the test set. Only users with read permission for
this project are listed.
Functionality - enter a description of the functionality being tested
7-2 Oracle Test Manager - Test Manager User's Guide
Adding Tests to a Test Set
Priority - displays the priority of the test set. These options can be changed by
your system administrator.
Description - displays the test set description.
Attachment - lets you add an attachment or link to this test set.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
Note: The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the
ScreenCaptureInstall.exe link to download the utility.
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
Reset - clears the fields and returns the dialog box options to the starting state.
5.
Enter a description of the functionality of the folder.
6.
Select the owner and priority and enter any descriptive information in the
Functionality and Description fields.
7.
Add any attachments.
8.
Click Save.
7.3 Adding Tests to a Test Set
Once you have created a Test Set, you can add tests to it. Oracle OpenScript tests and
manual test can be added to a Test Set. The same test can be added more than once.
The tests in the group are run sequentially, and the group can also be scheduled. To
add tests:
1.
Click the Test Execution tab.
2.
Select the Test Set to which you want to add tests.
3.
In the right pane, click Add/Edit in the Test List area to display the Tests dialog
box. There are two ways you can select tests. You can search for them or select
them from the tree view.
To select tests by searching for them:
1.
Click the Find tab.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Executing Tests
7-3
Adding Tests to a Test Set
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Selected Tests field.
■
Select All - places all nodes in the Results field in the Selected Tests field.
Selected Tests - displays the selected nodes.
■
<up arrow> - moves the selected test up one place.
■
<down arrow> - moves the selected test down one place.
■
Remove - removes the selected nodes from the Selected Tests field.
■
Remove All - removes all nodes from the Selected Tests field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
7-4 Oracle Test Manager - Test Manager User's Guide
Configuring Systems
2.
Enter the search criteria or select a saved filter and click Search.
3.
Select the tests you want to add or click Select All to add them all.
4.
Click OK.
To select tests using the tree view:
1.
Click the TreeView tab.
<test list> - double click tests to add and delete them from the list of selected tests
or select the tests you want to add and click Select.
■
Select - places the selected test in the Selected Tests field.
■
Select All - places all tests in the Results field in the Selected Tests field.
Selected Tests - displays the selected nodes.
■
Remove - removes the selected nodes from the Selected Tests field.
■
Remove All - removes all nodes from the Selected Tests field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
2.
Select the tests you want to add or click Select All to add all tests.
3.
To remove nodes from the Selected Tests field, select the nodes and click Remove
or click Remove All to remove all nodes.
4.
Click OK.
7.4 Configuring Systems
The Systems Manager lets you configure the systems on which you will be running
tests. When you run or schedule a test, you can specify the workstation on which to
run the test.
7.4.1 Adding Systems
To add a system:
1.
Select Systems from the Tools menu. The Systems Manager dialog box is
displayed.
New - displays the Systems dialog box for adding a new system.
Edit - displays the Systems dialog box for editing the selected system.
Delete - deletes the selected system.
Name - lists the configured systems.
2.
Click New.
Name - enter the system's name.
Host Name or IP - enter the system's host name or IP address.
Username - enter the user name for agent authentication. The Username is the
user name specified for the agent Authentication Profile in the Oracle Load Testing
Agent Authentication Manager. The username for the default agent
Authentication Profile is JMSAdmin. To view other defined agent Authentication
Profile Usernames, select Oracle Application Testing Suite from the Programs
Start menu, then select Oracle Load Testing Agent Authentication Manager from
Executing Tests
7-5
Configuring Systems
the Tools submenu. Select an agent Authentication Profile to view the details. On
Linux machines, use:
<instdir>/jdk/jre/bin/javaw -jar <instdir>/agentmanager/AMAuthManager.jar
to start the Oracle Load Testing Agent Authentication Manager.
Password - enter the password for agent authentication. The Password is the
password specified for the agent Authentication Profile in the Oracle Load Testing
Agent Authentication Manager. The password for the default agent
Authentication Profile is blank. To change the password for a defined agent
Authentication Profile Usernames, start the Oracle Load Testing Agent
Authentication Manager and select an agent Authentication Profile to view the
details and enter a new password.
Port - enter the port.
Test - attempts to access the system and displays a message stating whether the
system is available.
3.
Enter the system's name.
4.
Enter the system's host name or IP address.
5.
Change the default port, if necessary.
6.
Click Test to see if the system is available.
7.
Click OK to close the test result window.
8.
Click OK.
7.4.2 Editing Systems
To edit a system:
1.
Select Systems from the Tools menu.
New - displays the Systems dialog box for adding a new system.
Edit - displays the Systems dialog box for editing the selected system.
Delete - deletes the selected system.
Name - lists the configured systems.
2.
Select the system that you want to change.
3.
Click Edit.
Name - enter the system's name.
Host Name or IP - enter the system's host name or IP address.
Username - enter the user name for agent authentication.
Password - enter the password for agent authentication.
Port - enter the port.
Test - attempts to access the system and displays a message stating whether the
system is available.
4.
Make any changes.
5.
Click Test to see if the system is available.
6.
Click OK to exit the test result window.
7-6 Oracle Test Manager - Test Manager User's Guide
Running Tests
7.
Click OK.
7.4.3 Deleting Systems
To delete a system:
1.
Select Systems from the Tools menu.
2.
Select the system you want to delete.
3.
Click Delete.
4.
Click Yes when asked to confirm the deletion.
7.5 Running Tests
You can individually run manual tests, Oracle OpenScript functional tests, third party,
JUnit, or Test Sets. You can run individual tests in the Tests tab using the Quick Run
option on the right-click shortcut menu. You can run groups of tests in a Test Set in the
Test Execution tab after creating a Test Set and adding one or more tests to the Test Set.
7.5.1 Running Oracle OpenScript Functional Tests
To run an individual Oracle OpenScript test:
1.
Make sure you have added an OpenScript test to the test tree. See Section 6.1,
"Adding Oracle OpenScript Scripts" for additional information about adding
OpenScript tests.
2.
Select the Test tab.
3.
Select the test you want to run.
4.
Select Quick Run from the right-click shortcut menu.
This dialog box has the following options:
System - select the system on which you want to run this test. Systems are
configured using the Systems Manager.
Run Name - specify a name to use to identify this test run.
Version - select the version of software you are using or select Other to enter a
version that is not in the list.
Command line run settings - specify any additional arguments or command line
settings to use when running an Oracle OpenScript script. See the Oracle
OpenScript User’s Guide for additional information about using command line
settings.
If your administrator has created Test Run custom fields, they
will appear in this dialog box.
Note:
5.
Select the system on which you want to run the test.
6.
Change or update the Run Name.
7.
Select the version number against which the test will run.
8.
Specify any run settings and click Run. The script is started and plays back in the
agent.
Executing Tests
7-7
Running Tests
9.
Click Refresh to show the results in the Run History section of the right pane.
Click the date in the Run History field to display result parameters, summary and
detail information. Click View Report in the Result Summary section to view the
Results Report.
7.5.2 Running Manual Tests
To run an individual manual test:
1.
Make sure you have added a manual test to the test tree. See Section 6.2, "Adding
Manual Tests" for additional information about adding manual tests.
2.
Select the Test tab.
3.
Select the test you want to run.
4.
Click Quick Run from the right-click shortcut menu.
This dialog has the following options:
Run Name - specify a name to use to identify this test run.
Version - select the version of the software you are testing or select Other to enter
a version that is not in the list.
If your administrator has created Test Run custom fields, they
will appear in this dialog box.
Note:
5.
Change or update the Run Name.
6.
Enter or select the version number and click Run.
This dialog box appears for each step in the test. It has the following options:
First - displays the first step.
Previous - displays the previous step.
Next - displays the next step.
Last - displays the last step.
Minimize/Maximize - toggles the size of the dialog box.
Start Timer - starts the timer. When the timer is on, it keeps track of how long it
took to run each step and the complete test. The Duration and Iteration Total Time
fields in the Result Detail Section will be populated.
Stop Timer - stops the timer. The Duration field in the Result Detail Section will be
populated for the steps that were completed.
Make All - sets the result of all steps to the selected status, either Passed, Failed,
Warning, or any user-defined field configured for the Status field in the
Administrator.
Action - displays the action to perform.
Expected Result - displays the expected result.
Comment - displays additional information about the step.
Attachments - lists the attachments associated with this step.
Result - select the outcome of the step after performing it.
7-8 Oracle Test Manager - Test Manager User's Guide
Running Tests
Summary - enter additional information about the step.
Add Issue - automatically adds an issue stating that the test had a status of failed
or warning. This option is only available when Failed or Warning is selected.
Save Run - saves the test run status and shows a result of In Progress in the Run
History section for this test run. Click Resume this run to resume testing.
7.
Click the Start Timer button if you want Oracle Test Manager to keep track of how
long it takes to complete each step. If you are using the timer the Duration and
Iteration Total Time fields in the Result Detail Section will be populated. If you
stop the timer or save the run only the Duration field will be populated for the
completed steps.
8.
Perform each step and select the result or use Make All to set the same result for
each step.
9.
Click Save Run to save the results for the completed steps without finishing the
test run or click Finish when you are done. You can continue testing by clicking
Resume this run in the Run History section.
Result - enter the overall outcome of the test.
Summary - enter additional information about the test.
10. Enter the overall test result and any summary comments and click Finish.
7.5.3 Running Test Sets
When you run a Test Set, Oracle Test Manager runs the tests in the set in sequence. The
same test can be added multiple times.
To run a Test Set:
1.
Make sure you have added a Test Set to the test tree and have added the tests you
want to run to the Test Set. See Section 7.2, "Adding Test Sets" for additional
information about adding Test Sets. See Section 7.3, "Adding Tests to a Test Set" for
additional information about adding test to run to a Test Set.
2.
Select the Test Execution tab.
3.
Select the Test Set and click Execute Test Set at the top of the right pane.
4.
Select the system on which you want to run this test and click Save.
5.
Change or update the Run Name.
6.
Enter the version number of the software you are testing.
7.
The Run Test Set dialog box is displayed for monitoring progress.
8.
When all tests are finished, the Test Set dialog box is displayed showing a
summary of the results.
9.
Click Close.
7.5.4 Running Third-Party Tests
To run third-party tests:
1.
Make sure you have added a third-party test to the test tree. See Section 6.4,
"Adding Third Party Tests" for additional information about adding third party
tests.
2.
Select the Test tab.
Executing Tests
7-9
Running Tests
3.
Select the test you want to run.
4.
Select Quick Run from the right-click shortcut menu.
This dialog box has the following options:
System - select the system on which you want to run this test. Systems are
configured using the Systems Manager.
Run Name - specify a name to use to identify this test run.
Version - select the version of software you are using or select Other to enter a
version that is not in the list.
If your administrator has created Test Run custom fields, they
will appear in this dialog box.
Note:
5.
Select the system on which you want to run the test.
6.
Change or update the Run Name.
7.
Select the version number against which the test will run and click Run.
8.
A message stating that the test is running is displayed. A command line window is
displayed showing the batch file execution.
9.
Click Refresh to show the results in the Run History section of the right pane.
7.5.5 Running JUnit Tests
To run a JUnit test:
1.
Make sure you have added a JUnit test to the test tree. See Section 6.5, "Adding
JUnit Tests" for additional information about adding JUnit tests.
2.
Select the Test tab.
3.
Select the test you want to run.
4.
Select Quick Run from the right-click shortcut menu.
This dialog box has the following options:
System - select the system on which you want to run this test. Systems are
configured using the Systems Manager.
Run Name - specify a name to use to identify this test run.
Version - select the version of software you are using or select Other to enter a
version that is not in the list.
If your administrator has created Test Run custom fields, they
will appear in this dialog box.
Note:
5.
Select the system on which you want to run the test.
6.
Change or update the Run Name.
7.
Select the version number against which the test will run and click Run.
8.
A message stating that the test is running is displayed. A command line window is
displayed showing the file execution.
7-10 Oracle Test Manager - Test Manager User's Guide
Setting Test Results
9.
Click Refresh to show the results in the Run History section of the right pane.
7.5.6 Troubleshooting Third Party Tests
Perform the following steps if the third party test fails to run on the remote machine:
1.
Make sure that the Oracle Load Testing Agent Service is running on the remote
machine.
2.
Check the <installdir>\logs\agentmanager.log file on the remote machine to see if
the agent service started correctly.
3.
Test the communication port between Agent and Oracle Test Manager.
4.
Check the agent manager log file to verify that the JavaAgent.exe was run
when the third party test was started. It is possible to run the same
JavaAgent.exe command line specified in the agentmanager.log file from a
DOS console. Verify that the command line argument for the third party test
package URL is correct. If there is no indication that a Java Agent startup request
was issued, verify the Agent version and check the Oracle Test Manager server
log.
5.
If it looks like the Java Agent was started with the correct arguments, look in the
remote machine's <installdir>\logs\agentmananger.log file for any exceptions. It
may help to set the oracle.oats logging category in
<installdir>\agent\log4jJavaAgentDebug.xml file to DEBUG. This will show more
useful third party test execution details. The third party test Java Agent posts its
results over HTTP to a servlet running on the Oracle Test Manager server.
6.
If the agent.log file shows that the third party test ran and that the results were
reported successfully to Oracle Test Manager, then the problem is on the Oracle
Test Manager server side. Look in the Oracle Test Manager server log for
exceptions.
7.6 Setting Test Results
You can set test results for one or more tests. To set test results:
1.
Select the Tests tab.
2.
Select the tests for which you want to set results.
3.
Select Set test result from the right-click menu.
Selected tests - lists the test that you selected. By default, they are selected.
Deselect any tests for which you do not want to set the test result.
Result - select the result that you want to apply to the selected tests.
Version - select the version that you are testing against.
Summary - enter any comments.
4.
Deselect any tests for which you do not want to set the result.
5.
Select the result that you want to apply to the selected tests.
6.
Select the version you are testing against.
7.
Enter any comments in the Summary field.
8.
Click Save.
Executing Tests 7-11
Deleting Test Results
7.7 Deleting Test Results
You can delete test results based on the date and time the test was run. To delete test
results:
1.
Select Delete Results from the Run History section in the right pane.
This dialog box displays a list of test results by date and time.
2.
Select the results you want to delete. You can select more than one test result by
clicking on each test result that you want to delete.
3.
Click OK.
7.8 Viewing Test Details
You can view the result details for each test run. To view test details:
1.
Select the test for which you want to view details.
2.
In the Run History section of the right pane, click the date of the test for which you
want to view details.
The details of the test run expand and appear under the Run History section.
7.9 Viewing the Results Report
The Results report is displayed in a separate browser window and gives detailed
information about the test run. To view the Results report:
1.
Select the test for which you want to view the report.
2.
In the Run History section of the right pane, click the date of the test for which
you want to view the report.
3.
Click View Report in the Result Summary section of the right pane.
7.10 Associating Requirements With Test Sets
There are two ways to associate test sets with requirements. You can search for test sets
that contain designated values in one or more fields or you can select tests from a tree
view.
To associate requirements with a test using search:
1.
Select the test set with which you want to associate requirements.
2.
Select Add/Edit from the Associated Requirements section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements or issues.
that match - select how to apply the filtering criteria.
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
7-12 Oracle Test Manager - Test Manager User's Guide
Associating Requirements With Test Sets
■
■
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the requirements you want associated with this test set or click Select All to
associate all requirements that matched the search criteria.
5.
Click OK. The requirements will be listed in the right pane under associated
requirements.
To associate requirements with a test set using the tree view:
1.
Select the test with which you want to associate requirements.
2.
Select Add/Edit from the Associated Requirements section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
Executing Tests 7-13
Associating Issues With Test Sets
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the requirements you want associated with this test or click Select All to
associate all requirements that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The requirements will be listed in the right pane under associated
requirements.
7.11 Associating Issues With Test Sets
There are two ways to associate issues with test sets. You can search for issues that
contain designated values in one or more fields or you can select issues from a tree
view.
To associate issues with a test set using search:
1.
Select the test set with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
7-14 Oracle Test Manager - Test Manager User's Guide
Associating Issues With Test Sets
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the issues you want associated with the test and click Select or click Select
All to associate all issues that matched the search criteria.
5.
Click OK. The issues will be listed in the right pane under associated issues.
To associate issues with a test using the tree view:
1.
Select the test set with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the issues you want associated with the test and click Select or click Select
All to associate all issues that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
Executing Tests 7-15
Emailing Test Sets
5.
Click OK. The issues will be listed in the right pane under associated issues.
7.12 Emailing Test Sets
You can email a test set to one or more people. For email to work, the SMTP server
must be configured using the Oracle Test Manager Administrator. To email a test:
1.
Click the Test Execution tab.
2.
Select the test set that you want to email and click Email.
Send to - enter the email addresses of the people to whom you want to email this
test. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default includes the name and id of the test.
Message - enter the text that you want to appear in the message.
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
4.
Select the recipients that you want to receive the test and click Select. Note that
only users in your database that have email notification enabled are listed in the
dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
7.
Enter a message if necessary.
8.
Click OK.
7.13 Scheduling Tests
You can schedule Oracle OpenScript tests to run once on a specified day and time,
daily at a specified time, and weekly at a specified day and time.
7.13.1 Adding Tasks to the Schedule
To add a task to the schedule:
1.
Click the Schedule button or right-click the test you want to schedule and select
Schedule test. If you used the right-click menu, the New Task dialog box is
displayed with the selected test in the Tests field, otherwise, the Schedule dialog
box is displayed.
New Task - displays the New Task dialog box for adding a new task to the
schedule.
System - select the system on which you want to run tasks.
Schedule Area - lists the tasks that are scheduled for the displayed week. The
week is displayed from Sunday to Saturday and defaults to the current week.
7-16 Oracle Test Manager - Test Manager User's Guide
Scheduling Tests
■
Prev - displays the previous week.
■
Next - displays the next week.
■
Run Time - displays the time that the task is scheduled to run.
■
Task Name - displays the name of the task.
■
Status - displays the task's status.
Task Detail - click on a task name to display details about this task.
■
Navigate - displays the test in the right pane of the main window.
■
Preview - displays the test in a separate window.
■
■
■
■
Run Now - this button is available for tests that have not been executed. Runs
the test immediately.
Edit - displays the Edit Task dialog box for changing the task.
Clone - displays the Edit Task dialog box with the same configuration as the
selected task.
Delete - deletes the task from the schedule.
Calendars - shows the current and next month with the displayed week
highlighted. Click on a day in the calendar to display that week.
2.
■
Left arrow - moves the calendars back one month.
■
Right arrow - moves the calendars forward one month.
Select the day for which you want to schedule a task and click New task in the
Day column or click New task in the top left of the screen.
Name - enter a name for this task.
System - select the system on which you want to run this task.
Description - enter a description of this task.
Start Date - select the date and time at which you want to start this task. Tasks can
be scheduled on the hour, quarter past the hour, on the half our, and quarter to the
hour.
Recurrence - lets you specify when and how often to run this task.
■
Run once - runs the task once at the specified date and time.
■
Run daily - runs the task every day at the specified time.
■
Run weekly - runs the task every week on the specified day and time.
■
<days> - these options are only displayed when you select Run weekly. Select
the day on which you want to run the task.
End Date - specify the day on which you want this task to stop running.
Clear Date - blanks out the End Date field.
OpenScript tests - specifies how the command line settings are use when running
OpenScript tests.
■
■
Command line run settings - specifies the OpenScript command line options
to use.
Override - when selected, the specified command line options will override
the command line run settings specified in for any particular OpenScript test
specified in Oracle Test Manger.
Executing Tests 7-17
Scheduling Tests
■
[commands] - specifies the command line options. See the Appendix A of the
OpenScript User Guide for additional information about command line options.
Tests - displays the tests that are scheduled.
■
Add - displays the Test dialog box for selected tests.
■
Delete - deletes the selected test.
■
Move Up - moves the selected test up one spot in the list.
■
Move Down - moves the selected test down one spot in the list.
Run Parameters
■
Run Name - specifies a name to associate with the scheduled test run.
■
Version - select the version of software you are testing.
■
Send report to - enter the email addresses of the people you want to send the
report to after the schedule is executed or click the To button to display the
Select Email Recipients dialog box for selecting email recipients in your
database that have email notification enabled. Separate email address with a
comma.
3.
Enter a name for the task.
4.
Select the system on which to run the task.
5.
Enter a description of the task.
6.
Select the start date and time, and how often you want to run the task.
7.
Click Add to add tests to the task. The same test can be added multiple times.
There are two ways to select tests. You can search for tests that contain designated
values in one or more fields or you can select tests from a tree view.
Find Tab Fields
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
7-18 Oracle Test Manager - Test Manager User's Guide
Scheduling Tests
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> -select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the tests that match the search criteria.
■
Select - places the selected tests in the Selected Test field.
■
Select All - places all tests in the Results field in the Selected Test field.
Tree View Fields
<test list> - double click tests to add and delete them from the list of selected tests
or select the tests you want to add and click Select.
■
Select - places the selected test in the Selected Test field.
■
Select All - places all tests in the Results field in the Selected Test field.
Common Fields
Selected Tests - displays the selected tests.
■
<up arrow> - moves the selected test up one place.
■
<down arrow> - moves the selected test down one place.
■
Remove - removes the selected tests from the Selected Test field.
■
Remove All - removes all tests from the Selected Test field.
8.
Select the tests that you want to schedule.
9.
Click OK.
10. Use the Move Up and Move Down buttons to put the tests in the order in which
you want them to run.
11. Click Save.
12. To test the task, click the task that you want to test, then click Run Now.
13. Click Close to exit the Schedule dialog box.
7.13.2 Editing Tasks
To edit a task:
1.
Click the Schedule button.
Executing Tests 7-19
Scheduling Tests
2.
Click the task that you want to edit. Details about the task are displayed.
3.
Click the Edit button.
4.
Make any changes.
5.
Click Save.
6.
To test the task, click the task that you want to test, then click Run Now.
7.
Click Close to exit the Schedule dialog box.
7.13.3 Deleting Tasks
To delete a task:
1.
Click the Schedule button.
2.
Click the task you want to delete.
3.
Click Delete.
4.
Click Yes when asked to confirm the deletion.
7-20 Oracle Test Manager - Test Manager User's Guide
8
Working With Issues
8
Issues keep track of functionality that did not work as expected. Once entered, issues
can be associated with the test that resulted in the issue and other related issues.
8.1 Adding Issues
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
When you add an issue, it is automatically assigned the next available number in the
database and is added at the bottom of the list. This number cannot be changed. You
can group issues by clicking Sort on the toolbar.
To add an issue:
1.
Click the Issues tab.
2.
Click Add.
This dialog box has the following options.
Summary - enter the title of the issue.
Component - select the component associated with the issue. Components are
entered by your system administrator using the Administrator.
Version - select or enter the version of the software that was being tested.
Assigned To - select the person responsible for the issue. Only users with read
permission for this project are listed. These options can be changed by your system
administrator.
Status - select the issue's status. These options can be changed by your system
administrator.
Priority - select the issue's priority. These options can be changed by your system
administrator.
Severity - select the severity of the issue. These options can be changed by your
system administrator.
Platform - select or enter the platform on which the issue occurred. These options
can be changed by your system administrator.
Description - enter a new description.
Working With Issues
8-1
Deleting Issues
Solution - enter a new resolution.
Reset - sets all fields back to their original values.
Attachment - lets you add an attachment or link to this issue.
File - lets you add an attachment to the Attachments section.
■
■
Browse - displays the Choose File dialog box for selecting the file to attach.
Capture - starts the Screen Capture utility for capturing a screen, saving it as
either a .JPG or .BMP file, and populating the Attachment field. Refer to
Appendix A for instructions on using the utility or select Contents from the
Help menu in the utility.
The utility must be running in your system tray to use this
option. If it is not running, a dialog box is displayed saying that the
program could not be found. Click on the ScreenCaptureInstall.exe
link to download the utility.
Note:
Link - lets you add a link to the Links section.
■
■
Title - enter a descriptive title for the link. This will be displayed in the Links
section.
Link - enter the URL. For example, http://www.company.com. If a title is
not entered, the URL is displayed in the links section.
3.
Enter the issue details.
4.
Click OK.
8.2 Deleting Issues
To delete one issue:
1.
Select the issue you want to delete.
2.
Click Delete.
3.
Click Yes when asked to confirm the deletion.
To delete multiple issues:
1.
Select the issues you want to delete using SHIFT-click and CTRL click.
2.
Click Delete. The Delete Issues dialog box is displayed showing the selected
issues.
Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do
not want to delete.
OK - deletes the selected nodes.
Reset - checks all of the nodes.
3.
Deselect any nodes that you do not want to delete.
4.
Click OK.
8-2 Oracle Test Manager - Test Manager User's Guide
Editing Multiple Issues
8.3 Editing Issues
Note: The fields and options available to you may be different than
those shown in the following examples if your system has been
customized by your system administrator.
To edit an issue:
1.
Select the issue you want to edit.
This dialog box has the following options.
Summary - enter the title of the issue.
Component - select the component associated with the issue. Components are
entered by your system administrator using The Administrator.
Version - select or enter the version of the software that was being tested.
Assigned To - select the person responsible for the issue. Only users with read
permission for this project are listed. These options can be changed by your system
administrator.
Status - select the issue's status. These options can be changed by your system
administrator.
Priority - select the issue's priority. These options can be changed by your system
administrator.
Severity - select the severity of the issue. These options can be changed by your
system administrator.
Platform - select or enter the platform on which the issue occurred. These options
can be changed by your system administrator.
Description - enter a new description.
Edit Text - select this option to edit previously entered description text. The text is
displayed when the box is checked.
Solution - enter a new resolution.
Edit Text - select this option to edit previously entered solution text. The text is
displayed when the box is checked.
Reset - sets all fields back to their original values.
2.
Click Edit.
3.
Make any changes.
4.
Click OK.
8.4 Editing Multiple Issues
You can edit several issues at the same time if you want to make the same change to
them all. To edit multiple issues:
1.
Select the issues you want to edit.
2.
Select Edit Issue from the right-click menu.
Selected nodes - lists the selected nodes. Deselect nodes that you do not want to
edit.
Working With Issues
8-3
Associating Issues With Issues
Fields - the fields listed are determined by the type of node and whether there are
any custom fields.
Check Box - select the check box to change the field's value. The change will be
applied to all of the selected nodes.
3.
Deselect any nodes that you do not want to change.
4.
Select a field that you want to change.
5.
Select or enter the new value. The change will be made to all of the selected nodes.
6.
Repeat for all fields that you want to change.
7.
Click Save.
8.5 Associating Issues With Issues
There are two ways to associate issues with issues. You can search for issues that
contain designated values in one or more fields or you can select issues from a tree
view.
To associate issues with an issue using search:
1.
Select the issue with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
Equals - causes only items that match the value for the selected field to be
displayed.
8-4 Oracle Test Manager - Test Manager User's Guide
Associating Issues With Issues
■
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the issues you want associated with this issue and click Select or click Select
All to associate all issues that matched the search criteria.
5.
Click OK. The issues will be listed in the right pane under the associated issues.
To associate issues with an issue using the tree view:
1.
Select the issue with which you want to associate issues.
2.
Select Add/Edit from the Associated Issues section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the issues you want associated with this issue and click Select or click Select
All to associate all issues that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The issues will be listed in the right pane under the associated issues.
Working With Issues
8-5
Associating Tests With Issues
8.6 Associating Tests With Issues
There are two ways to associate tests with issues. You can search for tests that contain
designated values in one or more fields or you can select tests from a tree view.
To associate tests with an issue using search:
1.
Select the issue with which you want to associate tests.
2.
Select Add/Edit from the Associated Tests section of the right pane.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - displays whether you are searching requirements, tests, or issues.
that match - select how to apply the filtering criteria.
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high-priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria, using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three.
Field - select the field that you want to use to select the items to display.
Operator
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three.
<operator> - select the operator to use, AND or OR.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
Results - displays the nodes that match the search criteria.
■
Select - places the selected nodes in the Associated Nodes field.
■
Select All - places all nodes in the Results field in the Associated Nodes field.
8-6 Oracle Test Manager - Test Manager User's Guide
Emailing Issues
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Enter the search criteria or select a saved filter and click Search.
4.
Select the tests you want associated with the issue and click Select or click Select
All to associate all tests that matched the search criteria.
5.
Click OK. The tests will be listed in the right pane under associated tests.
To associate tests with an issue using the tree view:
1.
Select the issue with which you want to associate tests.
2.
Select Add/Edit from the Associated Tests section of the right pane.
<test list> - double click tests to add and delete them from the list of associated
tests or select the tests you want to add and click Select.
■
Select - places the selected test in the Associated Nodes field.
■
Select All - places all tests in the Results field in the Associated Nodes field.
Associated Nodes - displays the selected nodes.
■
Remove - removes the selected nodes from the Associated Nodes field.
■
Remove All - removes all nodes from the Associated Nodes field.
OK - closes the dialog box and saves changes.
Cancel - closes the dialog box without saving changes.
3.
Select the tests you want associated with the issue and click Select or click Select
All to associate all tests that matched the search criteria.
4.
To remove nodes from the Associated Nodes field, select the nodes and click
Remove or click Remove All to remove all nodes.
5.
Click OK. The tests will be listed in the right pane under associated tests.
8.7 Emailing Issues
You can email a issue to one or more people. For email to work, the SMTP server must
be configured using the Administrator. To email a issue:
1.
Click the Issues tab.
2.
Select the issue that you want to email and click Email.
Send to - enter the email addresses of the people to whom you want to email this
issue. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default includes the name and id of the issue.
Message - enter the text that you want to appear in the message.
Working With Issues
8-7
Emailing Issues
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
4.
Select the recipients that you want to receive the issue and click Select. Note that
only users in your database that have email notification enabled are listed in the
dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
7.
Enter a message if necessary.
8.
Click OK.
8-8 Oracle Test Manager - Test Manager User's Guide
9
Working With Reports
9
Oracle Test Manager contains two tabs for viewing and creating reports. The Reports
tab lets you access standard reports and create your own custom reports that you can
either keep private or make available to all Oracle Test Manager users. Reports can be
saved, emailed, and exported to various formats.
Note: The standard reports that are available is configured by your
administrator so that not all reports may be available to all users.
The Dashboard tab displays a high-level view of several reports. The reports that are
displayed on this tab can be customized and the view can be saved. These reports can
be enlarged into a separate window and then exported to various formats.
9.1 Viewing Reports
To view reports:
1.
Click the Reports tab.
2.
Expand the node containing the report that you want to view.
3.
Select the report. It is displayed in the right pane.
4.
In the Report View, click once on the chart to activate it. You can mouse over the
chart or graph to view the value of each slice or bar. Tables do not have a report
view.
5.
Click the Data View tab to view the data in a table.
9.2 Adding Custom Reports
You can add a custom report that can optionally be saved. Custom reports can be
designated as either public, that is, available to all users, or private, available only to
you.
To add a custom report:
1.
Click the Reports tab.
2.
Click Add. The Add Report dialog box is displayed.
Define report - this node lets you define the type of report that you want and the
fields that you want to display in it.
Report title - enter a title for the report. The title is displayed in the right pane and
in the report tree.
Working With Reports
9-1
Adding Custom Reports
Report category - this field is only displayed when you are editing a report. Select
whether the report is to be public or private.
■
■
■
Public Reports - the report is available to all users under the Public Reports
node in the location that you select.
My Reports - the report is available only to you. It is listed under My Reports
or another node that you create.
<location> - select where to save the report. The categories listed are those
that are available under the Public Reports or My Reports nodes. Click New to
create a new category.
Report on - select the type of data you want to report on, requirements, tests,
issues, test steps, or test run.
Report type - select the type of report you want to display. Click on the question
mark icon to display a sample of the selected report type.
■
Vertical bar chart - displays a vertical bar chart of the selected fields.
■
Horizontal bar chart - displays a horizontal bar chart of the selected fields.
■
Pie Chart - displays a pie chart of the selected fields.
■
Cross tab - displays a spreadsheet of the selected fields.
■
Text Report - displays a text report of the selected fields.
■
■
Trend Report - this report shows the total number of items in a specific status
(or other option list field) by week, day, or month, over the specified date
range.
Special table report - this option is automatically selected when you are
reporting on test steps.
The following fields are displayed for vertical bar charts, horizontal bar charts,
and pie charts:
■
Available fields - lists the fields that are available for the type of data you are
reporting on.
■
<right arrow> - adds the selected fields to the Selected fields list.
■
<left arrow> - removes the selected fields from the Selected fields list.
■
Selected fields - shows the fields that will be include in the report.
The following fields are displayed for cross tab reports:
■
Available fields - lists the fields that are available for the type of data you are
reporting on.
■
<right arrow> - adds the selected fields to the Selected fields list.
■
<left arrow> - removes the selected fields from the Selected fields list.
■
Rows - shows the fields that will be displayed in the rows of the report.
■
Columns - shows the fields that will be displayed in the columns of the report.
The following fields are displayed for text reports:
■
Available fields - lists the fields that are available for the type of data you are
reporting on.
■
<right arrow> - adds the selected fields to the Selected fields list.
■
<left arrow> - removes the selected fields from the Selected fields list.
9-2 Oracle Test Manager - Test Manager User's Guide
Adding Custom Reports
■
Selected fields - shows the fields that will be include in the report.
■
Sort By - shows the fields that will be used to sort the report.
The following fields are displayed for trend reports:
■
■
■
■
■
Start date - select the date on which you want to start reporting by clicking on
the calendar icon.
End date - select the date on which you want to end reporting by clicking on
the calendar icon.
Trend by - select how you want to trend the data, day, week, or month.
Trend of - select the field that you want to show the trend of. The fields vary
depending on the data you are reporting on.
Select Trend options - select the option on which you want to trend. The
options are based on what you selected in the Trend of field.
The following fields are displayed for test step reports:
■
Available Test fields- lists the fields that are available for tests.
■
<right arrow> - adds the selected fields to the Selected fields list.
■
<left arrow> - removes the selected fields from the Selected fields list.
■
Selected Test fields - shows the fields that will be include in the report.
■
Available TestStep fields - lists the fields that are available for test steps.
■
Selected TestStep fields - shows the fields that will be include in the report.
The following options and fields are displayed for test run reports:
■
■
3.
use last run result - when selected, each test report contains only the last
result.
use all run results - when selected, each test run report contains all test runs
results based upon the specified filters. The filters saved for the Test Run
reports are only available within the Reports tab. The saved filters are not
available from within the Test tab.
■
Available Test fields- lists the fields that are available for tests.
■
<right arrow> - adds the selected fields to the Selected fields list.
■
<left arrow> - removes the selected fields from the Selected fields list.
■
Selected Test fields - shows the fields that will be include in the report.
If you want to further filter the data you are including in the report, click Define
filters.
Saved filters - lists the saved filter configurations. Select a saved filter to edit or
delete it.
Save - displays the Save Criteria dialog box for saving the settings. Filters do not
have to be saved.
Delete - deletes the selected saved filter.
Search for - select whether you are searching requirements, tests, or issues. If you
are filtering a report, this fields defaults to the type of data you are reporting on
and cannot be changed.
that match - select how to apply the filtering criteria.
Working With Reports
9-3
Adding Custom Reports
■
■
■
all - match all of the configured criteria. This setting places an AND between
the criteria. For example, if you wanted to view all issues with a high priority
that are assigned to you, use this option.
any - match any of the configured criteria. This setting places and OR between
the criteria. For example, if you wanted to view all issues with either a high
priority or a high severity, use this option.
a combination - this setting lets you combine AND and OR. For example, if
you wanted to view all issues assigned to Mary or Caren with a high priority,
use this option. This option lets you select how to group the criteria using
parenthesis as required. For example:
(((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR
Severity = High)
<left parenthesis> - select the left parenthesis up to three. This field only appears
if a combination is selected as the match type.
Field - select the field that you want to use to select the items to display.
Operator
■
■
■
■
Equals - causes only items that match the value for the selected field to be
displayed.
Not Equal to - causes only items that do not match the value for the selected
field to be displayed.
<= - this option is only available when Creation date is the selected field. It
causes items less than or equal to the selected date value to be displayed.
>= - this option is only available when Creation date is the selected field. It
causes items greater than or equal to the selected date value to be displayed.
Value - enter or select the value of the field that you want to use to select the items
to display.
<right parenthesis> - select the right parenthesis up to three. This field only
appears if a combination is selected as the match type.
<operator> - select the operator to use, AND or OR. This field only appears if a
combination is selected as the match type.
<delete> - deletes the corresponding criteria.
<expression> - shows the filtering expression you are creating as you select
criteria.
If you select Creation Date, a calendar icon is displayed to the right of the Value
field for selecting a date. Click on the calendar icon to display the calendar. The
calendar has the following options:
dash (-) - toggles the first column displayed between Sun and Mon.
<< and >> - displays the same month in the previous or next year.
< and > - displays the previous or next month.
4.
Select how you want to match criteria. Select all to match all criteria. Select any to
match one criteria. Select a combination to create a filter using a combination of
And and Or.
5.
Select or enter the first value by which you want to filter.
9-4 Oracle Test Manager - Test Manager User's Guide
Editing Custom Reports
6.
Select Equals if you want to display items that match the value. Select Not Equal
to if you want to display items that do not match the value.
7.
Select the value to use.
You can use SQL characters for searching. For example, if you
wanted to find all issues that contained Joe Smith and Mary Jones in
the description field, you could enter %Joe Smith%Mary Jones% in the
value field.
Note:
8.
Repeat these steps to filter to additional levels, if required.
9.
Optionally, click Save to save the filter for reuse. The Save criteria dialog box is
displayed.
10. Enter a name for the filter and click OK.
11. Click OK. The report is displayed in the right pane. The report is listed in the
Report tree as not saved.
12. Click Save if you want to keep the report for future use or make it available to
other users. The Save Report dialog box is displayed.
Report name- enter a name for the report. This is the name that will appear in the
report tree.
Report category - select whether the report is to be public or private.
■
■
Public Reports - the report is available to all users under the Public Reports
node in the location that you select.
My Reports - the report is available only to you. It is listed under My Reports
or another node that you create.
<location> - select where to save the report. The categories listed are those that are
available under the Public Reports or My Reports nodes. Click New to create a
new category.
Report Details - lists the type of report and the data that is being reported on.
13. Enter a name for the report. This is the name that will appear in the report tree.
14. Select the category in which to save the report. Select New to create a new
category.
15. Click OK.
9.3 Editing Custom Reports
Only custom reports that have been saved can be edited. To edit a report:
1.
Click the Reports tab.
2.
Select the custom report that you want to edit and click Edit.
3.
Make any changes to the report definition, report location, or the report filters.
4.
Click Apply.
5.
Click OK.
Working With Reports
9-5
Cloning Reports
9.4 Cloning Reports
Cloning a report is useful when there is an existing report that is close to what you are
looking for. You can clone it, that is, make a copy of it, and then edit it to your
specifications. To clone a report:
1.
Click the Reports tab.
2.
Select the report that you want to clone and click Clone. The report is copied and
saved at the end of its original category with the words Copy of in front of the
report name.
3.
Click Edit to display the Edit Report dialog box.
4.
Make any changes to the report definition, report location, or the report filters.
5.
Click Apply.
6.
Click OK.
9.5 Deleting Reports
Only custom reports that have been saved can be deleted. Custom reports that have
not been saved will not be available the next time you log in. To delete a report.
1.
Click the Reports tab.
2.
Click the custom report that you want to delete and click Delete.
3.
Click Yes when asked to confirm.
9.6 Emailing Reports
You can email a report to one or more people. For email to work, the SMTP server
must be configured using the Oracle Test Manager Administrator. Refer to
Section 11.4, "Configuring Email Preferences"for more information.
To email a report:
1.
Click the Reports tab.
2.
Select the report that you want to email and click Email.
Selected Report - displays the name of the report you are emailing.
Send to - enter the email addresses of the people to whom you want to email this
report. Separate email addresses by a comma.
To - displays the Select Email recipients dialog box for selecting recipients from a
list.
Subject - enter the text that you want to appear in the subject of the email. The
default is the name of the report.
Attach as - select the format in which you want to attach the report, pdf or jpeg.
Message - enter the text that you want to appear in the message.
3.
Enter the recipient email addresses separated by a comma or click To to display
the Select Email Recipients dialog box.
<recipient list> - lists users in you database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
9-6 Oracle Test Manager - Test Manager User's Guide
Adding Dashboard Reports
4.
Select the recipients that you want to receive the report and click Select. Note that
only users in your database that have email notification enabled are listed in the
dialog box.
5.
Click Done when you are finished.
6.
Change the subject if necessary.
7.
Select the file type in which you want the report to be sent.
8.
Enter a message if necessary.
9.
Click OK.
9.7 Viewing Dashboard Reports
There are three default dashboard reports, one for requirements, one for issues, and
one for tests. You can rearrange the order of the reports, add or remove reports to the
display, and save your changes. You can also create new dashboard reports as
described later in this chapter. To view a dashboard report:
1.
Click the Dashboard tab.
2.
Select the dashboard report that you want to view.
3.
Select the number of columns to display.
4.
Move the reports in the display using the arrows in the toolbar.
5.
Click Toggle to display the report tree for adding a report to the display. Double
click the report that you want to add to the display.
6.
Click the Toggle button to close the report tree.
7.
Click Save to display the Save Dashboard to save your changes.
Dashboard name- enter a name for the dashboard report.
Dashboard type - select the type of dashboard report. Public dashboards are listed
first in the dashboard dropdown, followed by the private dashboards.
■
■
Public dashboards - select this option to make this dashboard report available
to all users.
My dashboards - select this option to make this dashboard available only to
you.
8.
Enter a new name for the Dashboard report, if necessary.
9.
Select the type of dashboard report.
10. Click OK.
9.8 Adding Dashboard Reports
To add a dashboard report:
1.
Click Add on the Dashboard tab.
2.
The report tree is displayed with a blank report on the right. Expand the report
tree and double-click on the reports that you want to add. They will be displayed
in the right pane as shown in the following example.
3.
Click Toggle to close the report tree.
4.
Click Save to save the new dashboard report.
Working With Reports
9-7
Deleting Dashboard Reports
5.
Enter a name for the dashboard report.
6.
Enter a title for the dashboard report.
7.
Select whether you want to make this report available to all users or just to
yourself.
8.
Click OK.
9.9 Deleting Dashboard Reports
To delete a dashboard report:
1.
Select the dashboard report that you want to delete from the dashboard dropdown
list.
2.
Click Delete.
3.
Click Yes when asked to confirm.
9.10 Exporting Reports
Reports can be exported from the Reports tab and the Dashboard tab. You can export
to jpg from the Report View tab. You can export to xls from the Data View tab. To
access the Report View and Data View tabs from the Dashboard report, maximize the
report that you want to export by double-clicking the up/right arrow in the toolbar for
the specific report. The individual Dashboard report opens in a separate browser
window.
9.10.1 Exporting to JPG
To export to jpg:
1.
Click the Report View tab of the report that you want to export.
2.
Click Export report to jpg then specify the location and file name of the file to
save.
9.10.2 Exporting to XLS
To export to xls:
1.
Click the Data View tab of the report that you want to export.
2.
Click Export to xls. A dialog box opens with the options to open the file in Excel or
save the file to disk. Click Open to open the file in Excel (you must have Microsoft
Excel installed) or click Save to specify the location and file name of the file to
save.
9.10.3 Exporting to HTML
To export to HTML:
1.
Click the Data View tab of the report that you want to export.
2.
Click Export to HTML then specify the location and file name of the file to save.
9-8 Oracle Test Manager - Test Manager User's Guide
10
Configuring Databases
10
This chapter explains how to add and remove databases from Oracle Test Manager,
and how to update name, location, and login information for databases that you are
using in Oracle Test Manager.
10.1 Adding Databases
You can add an existing Oracle Database 11g Enterprise Edition, 10g Enterprise
Edition, or 10g Express Edition database for Oracle Test Manager and Oracle Load
Testing or you can create a new schema. In addition, you can create tables in an empty
database. When you add a database, the Database Configuration Utility creates a user
account for the default user and the administrator. Use Oracle Test Manager
Administrator to add more users and to customize projects.
10.1.1 Adding Oracle Databases
To add an Oracle database or configuration schema:
1.
Use the Oracle Application Testing Suite Database Configuration utility to
configure database connections to Oracle Load Testing databases. On Windows
machines, you can access the Database Configuration utility from the Tools sub
menu of the Oracle Application Testing Suite Start menu. On Linux machines, you
can access the Database Configuration utility from <oats_
install>/bin/DbConfig.sh.
2.
Select the type of database to add: Oracle Test Manager, Oracle Load Testing, or
Configuration schema.
3.
Click New.
4.
Select Use existing schema or Create new schema & tables.
This dialog box has the following options:
Use existing schema - when selected, a database is added using an existing Oracle
database schema.
Create new schema & tables - when selected, a database is added using an new
Oracle database schema and tables.
System user credentials - specify the login authentication credentials if you select
to create a new schema and tables, as follows:
■
User name - enter the login user name for the database system.
■
Password - enter the login password for the database system.
Connection details - enter the Oracle database connection information.
Configuring Databases 10-1
Removing Databases
■
■
■
■
Name - enter the name of the database This name appears in the database
selection lists for Oracle Test Manager.
Description - enter any description text to identify the database.
Host - enter the host name of the machine on which the database server is
running.
Port - enter the port number that you want to communicate with. If you are
running multiple instances of Oracle Database on the same host, specify the
port number you want to communicate with.
■
Service - enter the Service name for the Oracle database.
■
User name - enter the login user name for the database.
■
Password - enter the login password for the database.
■
Tablespace - the tabespace name. When creating a new configuration schema
and tables, you can choose to create a new user on the database or use an
existing user. If creating a new user, provide a tablespace name where the user
will be created. The "USERS" tablespace will be used as default.
Options - select options, as follows:
■
Project Template - specifies which project template to use for test
management including specific fields, reports, and, if selected, sample data for
each module (Requirements, Tests, Issues, and Reports):
–
■
Default - when selected, the Database Configuration utility creates the
default test management database schema for the Oracle Test Manger
application database.
Insert sample data - when selected, the sample data is installed into the new
database. For Oracle Test Manager, the sample data is the Sample Project used
for the tutorial. For Oracle Load Testing, the sample data is the two load
sessions that can be used to generate sample reports.
5.
Enter the database connection details. If you selected Create new schema &
tables, enter the System user credentials and the Tablespace name.
6.
Select the Project Template to use.
7.
Select Insert sample data, if desired.
8.
Click Save.
9.
Click Close. When you add a new connection for an Oracle Load Testing database
or a new Configuration schema, the new database is not automatically set as the
default connection. Select the database in the Database Connections list and click
the Set current toolbar button if you want the new connection to be the current
database connection.
10. Either restart the computer or restart the Oracle Application Testing Suite
Application service by going to the Control Panel Administrative Tools and open
Services and restart the Oracle Application Testing Suite Application Service.
10.2 Removing Databases
You can remove databases from Oracle Test Manager. Doing so does not delete the
database files. It removes the database from the database selection lists so that the
database is no longer available in Oracle Test Manager. The database cannot be deleted
if it is open in Oracle Test Manager.
10-2 Oracle Test Manager - Test Manager User's Guide
Exporting and Importing Databases
To remove a database from Oracle Test Manager:
1.
Select Programs from the Start menu then select Oracle Test Manager Database
Configuration from the Oracle Application Testing Suite - Tools menu.
2.
Select the database that you want to remove.
3.
Click Remove.
4.
Click Yes to confirm the deletion.
10.3 Updating Databases
You can change the name, location, and login information for databases that you are
using in Oracle Test Manager.
1.
Select Programs from the Start menu then select Oracle Test Manager Database
Configuration from the Oracle Application Testing Suite - Tools menu.
2.
Select the database that you want to update.
3.
Click Update.
4.
Make any changes.
5.
Click OK.
10.4 Exporting and Importing Databases
Oracle Application Testing Suite Release 12.1 supports Oracle Database 10g, 11g or XE
10g as the RDBMS for its load testing and test management components. In some
cases, it may be necessary to transfer data between databases. The basic procedure to
is to export a database dump from one database and then import the dump file into
the new database. The following sections provide basic details for exporting and
importing an Oracle XE database. See the Oracle Database Utilities documentation for
additional information about using the original Export (exp) and Import (imp)
utilities and the Data Pump Export (expdp) and Data Pump Import (impdp) utilities.
10.4.1 Exporting Databases Using Export Utility
The Database Export utility provides a way to transfer data objects between Oracle
databases, even if the database reside on different platforms. Running the Export
utility on an Oracle database extracts objects (such as tables) with all related objects
(such as indexes, comments, and grants), if any. The extracted data is written to an
Export file.
To export a database using the export utility:
1.
Open a command prompt.
2.
Change directory to Oracle home. For example,
C:\OracleATS\oxe\app\oracle\product\10.2.0\server\BIN
3.
Enter the following command:
exp userid=username/password owner=schema name file=Exportfile.dmp
log=Export.log
where:
userid= specifies the username/password of the user performing the export.
owner= specifies the schema name to export ("oats", "olt", "otm").
Configuring Databases 10-3
Exporting and Importing Databases
file= specifies the file name to which the schema will be exported.
log= specifies the log file name to save any warnings or errors that may have
occurred during export.
For additional parameter information, type exp help=y at the command prompt.
Example:
exp userid=system/oracle owner=OATS file=OATS.dmp log=Error.log
10.4.2 Importing Databases Using Import Utility
The Import utility reads the object definitions and table data from an Export dump file
and inserts the data objects into an Oracle database.
To import a database from an exported dump file:
1.
Open Sql Plus and create a user (for example, Test) and grant roles (connect,
resource, create any view) to the newly created user.
■
create user Test identified by password;
■
grant connect, resource, create any view to user Test;
2.
Open a command prompt.
3.
Change directory to Oracle home. For example,
C:\OracleATS\oxe\app\oracle\product\10.2.0\server\BIN
4.
Enter the following command.
imp userid=user/pwd fromuser=OATS touser=Test file=Exportfile.dmp log=test.log
where:
userid= specifies the username/password of the user performing the import.
fromuser= specifies a list of owner usernames. This parameter enables you to
import a subset of schemas from an export file containing multiple schemas.
touser= specifies a list of usernames whose schemas will be targets for import.
file= specifies the name of the exported dump file. For example, Exportfile.dmp.
log= specifies the log file name to save any warnings or errors that may have
occurred during import.
For additional parameter information, type imp help=y at the command prompt.
Example:
imp userid=system/oracle fromuser=olt touser=Test file=Exportfile.dmp
log=test.log
5.
Add the new database to the Oracle Application Testing Suite using the Oracle
Application Testing Suite Database Configuration utility. See Section 10.1,
"Adding Databases" for additional information.
10.4.3 Importing Databases Using Data Pump Import Utility
In cases where the database was exported using the Data Pump Export (expdp) utility,
you use the Data Pump Import (impdp) utility to import the database.
To import a database from a Data Pump Export utility:
1.
Create a folder. (for example c:\test)
10-4 Oracle Test Manager - Test Manager User's Guide
Exporting and Importing Databases
2.
Open Sql Plus and enter the following command:
SQL> create directory test as '/backup/db_name/exports/dpump' ;
3.
Grant read and write permissions to the users who will be performing the data
pump import. Note: before granting following permission please log in as sys as
sysdba (different user than logged in user and should be logged in as dba)
SQL> grant read, write on directory test to system, user1, user2, user3;
4.
Open a command prompt.
5.
Change directory to Oracle home. For example,
C:\OracleATS\oxe\app\oracle\product\10.2.0\server\BIN
6.
Enter the following command:
impdp system/<Password> DIRECTORY=<dir name> DUMPFILE=<dmpfile.dmp>
LOGFILE=<logfilename.log> remap_schema=<source_schema>:<target_schema>
For additional parameter information, type impdp help=y at the command
prompt.
Example:
impdp system/oracle DIRECTORY=test DUMPFILE=expdp_Exportfile.dmp
LOGFILE=impfull.log remap_schema=oats:oats
Configuring Databases 10-5
Exporting and Importing Databases
10-6 Oracle Test Manager - Test Manager User's Guide
11
Administering the Database
11
The Administrator allows the system administrator to manage users, roles, projects,
and fields.
11.1 Starting the Administrator
The Administrator allows you to create user accounts, assign them user names and
passwords, and assign the type of access that they have in Oracle Test Mananger. The
Administrator allows you to manage users, roles, projects, and fields.
Two default administrator accounts are created at installation. The usernames for the
default accounts are administrator and default. The default password for both the
administrator and default accounts is the master password specified during the
Oracle Application Testing Suite installation process. You can change the password
after logging in to the Administrator. It is recommended that you change the default
password as soon as you log in.
To start the Administrator:
1.
For Windows installations, select Administrator from the Oracle Application
Testing Suite Start menu or enter http://<machine>:8088/admin or
http://localhost:8088/admin in your browser where <machine> is the
name of the machine where the Oracle Application Testing Suite is installed.
For Linux installations, enter http://<machine>:8088/admin or
http://localhost:8088/admin in your browser where <machine> is the
name of the machine where the Oracle Application Testing Suite is installed.
2.
Enter your password.
3.
Select the Oracle Test Manager database that you want to access.
4.
If this is the first time you are logging in, change the administrator password by
clicking the User tab, selecting the Administrator user, and clicking Edit.
5.
Enter the new password, verify it, and click OK.
11.2 Administrator Basics
The Administrator consists of tabs for configuring users, roles, projects, and
customizing both custom and default fields.
11.2.1 Users Tab
The Users tab is where you add, delete, and configure users and their roles in projects.
Roles determine the permissions the user has in each project. The users are displayed
Administering the Database
11-1
Administrator Basics
at the top of the screen and the roles for the selected user are displayed on the bottom
of the screen.
This tab has the following options:
Add - displays the Add User dialog box for adding a new user.
Edit - displays the Edit User dialog box for the selected user. You can change the user's
name, username, or password.
Assign - Displays the Edit Role dialog box for assigning roles to the selected user for
the selected projects.
Delete - deletes the selected user.
Restore - displays the Restore Previously Deleted User dialog box for restoring a
previously deleted user to the users list.
Username - displays the name the user will use to log on. Click the column header to
sort users in ascending order by this field.
First Name - displays the user's first name. Click the column header to sort users in
ascending order by this field.
Last Name - displays the user's last name. Click the column header to sort users in
ascending order by this field.
E-mail - displays the user's email address. When Enable E-mail notification is
selected for the user, the user will receive email notifications when items are created,
or when the owner or assigned to field is changed for issues. Click the column header
to sort users in ascending order by this field.
E-mail Notify - indicates whether the user will receive email notifications. Click the
column header to sort users in ascending order by this field.
Administrator Access - indicates whether the user can access the Oracle Test Manager
Administrator.
Active - this column is only displayed when named user licenses are being used.
Indicates whether the user is active, that is, allowed to log in using a named user
license.
Roles for <user> - displays the roles assigned to the selected user for each project in
the database.
■
Project - displays a list of the projects in the database.
■
Role - displays the role of the selected user for the project.
11.2.2 Roles Tab
The Roles tab is where you configure roles. Roles determine the read, write, delete,
and execute permissions for users in projects. Once roles are created, you assign them
to users for each project that you want them to have access to. A user's role can differ
from project to project. Click Assign on either the Projects tab or Users tab to assign
roles.
Add - displays the Add Role dialog box for adding a role.
Edit - displays the Edit Role dialog box for editing the selected role.
Delete - deletes the selected role. If a role is in use, you will be asked to assign another
role to users assigned to this role.
11-2 Oracle Test Manager - Test Manager User's Guide
Administrator Basics
Permissions for <role> - displays the read, write, delete, and execute permissions for
this role for projects, test plans, requirements, tests, and issues.
■
■
■
■
■
■
■
Project - displays the read, write, and delete permissions for projects for users
assigned to this role.
Test Plan - displays the read, write, and delete permissions for test plans for users
assigned to this role.
Requirement- displays the read, write, and delete permissions for requirements
for users assigned to this role.
Test - displays the read, write, delete, and execute permissions for tests for users
assigned to this role.
Issue - displays the read, write, and delete permissions for issues for users
assigned to this role.
Public Reports - displays the read, write, and delete permissions for public reports
assigned to this role.
My Reports - displays the read, write, and delete permissions for reports assigned
to this role.
11.2.3 Projects Tab
The Projects tab is where you maintain projects.
Add- displays the Add Project dialog box for adding a new project.
Clone - displays the Clone Project dialog box for duplicating the selected project.
When you clone a project, user roles are the same as the original project.
Edit - displays the Edit Project dialog box for changing the name of the selected
project.
Assign - displays the Edit Role dialog box for assigning roles to users for the selected
project(s).
Delete - deletes the selected project.
Project - displays a list of projects in the database.
Track History - displays if history tracking is enabled or not for the project. See
Section 11.8.1, "Adding Projects" for additional information.
Cached Trees - displays if tree caching is enabled or not for the project. See
Section 11.8.1, "Adding Projects" for additional information.
User - displays the users in the database.
First Name - displays the user's first name.
Last Name - displays the user's last name.
Role - displays the users' roles in the selected database.
11.2.4 Fields Tab
The Fields tab is where you customize both default and custom fields. These fields are
used in Oracle Test Manager for maintaining details about requirements, tests, test
sets, issues, and test runs.
This tab has the following options:
Administering the Database
11-3
Administrator Basics
<Field List> - lists the categories and types of fields that you can customize. The
categories are:
■
■
■
■
■
■
Test Plans - fields that pertain to test plans that appear in the Add/Edit Test Plans
dialog boxes and are displayed in the right pane.
Requirements - fields that pertain to requirements that appear in the Add/Edit
Requirements dialog boxes and are displayed in the right pane.
Tests - fields that pertain to tests that appear in the Add/Edit Tests dialog boxes
and are displayed in the right pane.
Test Sets - fields that pertain to tests that appear in the Add/Edit Test Execution
dialog boxes and are displayed in the right pane.
Issues - fields that pertain to issues that appear in the Add/Edit Issues dialog
boxes and are displayed in the right pane.
Test Runs - fields that pertain to test runs that appear in the Run Test dialog box
and are displayed in the Result Parameters section of the right pane when you
click the run date of a test in the Run History section.
Each category has two types of fields:
■
■
Default Fields - these are the fields that are shipped with the product. You can
add and delete options and change the labels.
Custom Fields - these are user-created fields. These fields are used for entering
information in Oracle Test Manager. They are added to the input and edit dialog
boxes for requirements, tests, and issues. They are displayed in the right pane with
the default fields, and they can be used for grouping and reporting.
Name - displays the field name.
Label - displays the label displayed in Oracle Test Manager.
Type - displays the type of field. The options are:
■
Option List - lets you select an option from a list.
■
Option List/Text - lets you select an option from a list or enter text.
■
User List - creates a list of the users in the database and lets you select one.
■
Text - lets you enter one line of text.
■
Multiline Text - lets you enter multiple lines of text.
■
■
Multiline/Append - creates a multiline text field and when editing, lets you
choose to append new text to existing text. If you choose to append, the date and
user name are automatically added.
Heading - lets you create a heading for grouping custom fields. The heading is for
display purposes only in the right-hand pane of Oracle Test Manager.
Trigger Email Notification - indicates whether an email will be sent to the configured
recipients when this field changes. Click the pencil icon to display the Setup E-mail
Configuration dialog box for configuring email recipients. The logged in user should
not be the same as the username that is specified for the trigger. The trigger checks the
email address of the user who changes the field and does not send notification to any
users with the same email address.
Include In Email - indicates whether the field should be included in email.
Required - indicates whether the field is required, that is, data must be entered when
the requirement, test, or issue is created.
11-4 Oracle Test Manager - Test Manager User's Guide
Administrator Basics
Enabled - indicates whether the field is being used in Oracle Test Manager.
Project - indicates the project to which this field applies.
Add - displays the Add Field dialog box for adding a custom field.
Edit - displays the Edit Field dialog box for the selected custom field.
Delete - deletes the selected custom field.
Move Up - moves the selected field up one place.
Move Down - moves the selected field down one place.
Option Lists - lets you maintain the options for the selected field if the field is an
option list type of field.
■
Add - displays the Add Option dialog box for adding an option to the selected
field.
■
Edit - displays the Edit Option dialog box for renaming the selected option.
■
Delete - deletes the selected option.
■
Move Up - moves the selected option up one place.
■
Move Down - moves the selected option down one place.
■
Project - lets you select the project to which the options apply. This field is only
available when you select the Project Specific Options check box in the Add
Custom field dialog box for this field. When this check box is selected you can add
options specific to each project; otherwise, all projects will have the same options.
Email Recipients - lists the roles and/or email addresses of the people that will receive
an email when the selected field changes.
■
■
■
Project - select the project for which you want to display the email recipients.
MailIds - lists the email addresses to which email will be sent when the field
changes.
Roles - lists the roles of the email recipients to which email will be sent when the
field changes.
When you select the category in the left pane, the associated fields are displayed in the
top right pane. When you select the field in the top right pane, its associated options
are displayed in the Option List.
11.2.5 Usage Audit Tab
The Usage Audit tab is where you review and audit the load testing sessions stored in
the Oracle Load Testing database.
This tab has the following options:
OLT Databases - lists the installed Oracle Load Testing Databases available for
auditing.
User Name - shows the name of the user who ran the load test. "Anonymous"
indicates the login feature was disabled for the instance of Oracle Load Testing that
ran the test and there is no username associated with the test. "Command Line"
indicates the load test ran from the command line interface.
Session Name - shows the name of the load testing session.
Start Time - shows the start date and time for the load testing session.
Administering the Database
11-5
Overview of the Menu Options
End Time - shows the end date and time of the load testing session.
Duration (HH:MM:SS) - shows the duration of the load testing session in hours,
minutes, and seconds.
Machine Name - shows the name of the machine on which the load testing session
was run.
Max VU Count - shows the maximum count of Virtual Users that were run for the
load testing session.
11.3 Overview of the Menu Options
The menus provide options for saving changes to the database and for accessing the
database maintenance tools.
11.3.1 Tools Menu
The Tools menu lets you purge the database, unlock locked records, and set up the
e-mail configuration.
Unlock Locked Records - unlocks locked records in the database. This is an
emergency feature to be used to clear out locks in the database when the product fails
and leaves entries locked for editing.
Purge Deleted Records - physically removes all deleted data from the database.
Deleted items are marked as such and are not shown in the user interface; however,
they are kept in the database until the database is purged.
Setup E-mail Config - displays the Setup E-mail Configuration dialog box for
configuring the mail server to use for e-mail notifications.
Manage Default Reports - displays the Manage Default Reports dialog box for
selected which default reports will be visible to individual users.
11.3.2 Help Menu
Contents - opens the help system contents.
About Admin - provides version number and copyright information.
11.3.3 Logout
Exits the application.
11.4 Configuring Email Preferences
You can set up individual users so that they receive email notification when a new
requirement, test, or issue is created, or when the owner or assigned to field is changed
for an issue. In addition, you can configure emails to be sent to the owner and creator
when certain conditions occur. For this to work, the email server must be configured.
To configure the email server and email preferences:
1.
Select Setup E-mail Config from the Tools menu.
2.
Click Configure SMTP Settings.
This dialog box has the following options:
11-6 Oracle Test Manager - Test Manager User's Guide
Managing Default Reports
SMTP Server - enter the server name, and optionally a colon (:) followed by a port
number. The default port number is 25.
Return Address - enter the return address for email sent by Oracle Test Manager.
Send To - enter the email address to which you want to send a test e mail when
you click the Test button.
Test - displays the Test E-mail Configuration dialog box for testing your
configuration.
3.
Enter the SMTP Server name.
4.
Enter the return address for emails sent by Oracle Test Manager.
5.
Enter the email address to which you want to send the test email.
6.
Click Test to test the configuration.
7.
Click Traceability to select options for when to send email.
Notify creator of changes - sends an email to the node creator when the owner
changes. Email is not sent if the node creator becomes the current owner or if the
node creator initiated the activity.
Notify Owner of associated test(s) when a requirement changes - when a
requirement changes, sends an email to the owner of tests associated with this
requirement.
Notify Owner of associated issue(s) when a test runs - when a test runs, sends an
email to the owner of issues associated with this test.
8.
Select when you want to send email.
9.
Click Save.
11.5 Managing Default Reports
You can select the default reports that are available for each user on the Reports tab in
Oracle Test Manager. To manage default reports:
1.
Select Manage Default Reports from the Tools menu.
Users - lists the users. You can select more than one user using the Shift and Ctrl
keys.
Check all - selects all reports.
Uncheck all - deselects all reports.
Visible - when checked, the report will be available to the selected user(s). When
unchecked, the report will not be available to the selected user(s).
Reports - displays the report names.
2.
Select the user(s) that you want configure reports for. Use the Shift and Ctrl keys to
select more than one user.
3.
Select the reports that you want to be available to the user(s) on the Reports tab in
Oracle Test Manager.
4.
Click Apply.
5.
Click OK.
Administering the Database
11-7
Working With Users
11.6 Working With Users
After you add a user you can then assign roles to the user for each project in the
database.
11.6.1 Adding Users
To add users:
1.
Click the Users tab.
2.
Click Add. The Add User dialog box is displayed.
The Add user dialog box has the following options:
First Name - enter the user's first name.
Last Name - enter the user's last name.
E-mail - enter the user's email address for receiving email notifications.
Username - enter the username for logging on.
Password - enter the user's password.
Confirm Password - re-enter the user's password to confirm that it is correct.
Enable E-mail notification - select this option to enable email notification when
new issues are created and when the owner or assigned to fields are changed for
issues.
Enable Administrator Access - gives this user the ability to log on to the
Administrator for managing the database.
3.
Enter the user's first name.
4.
Enter the user's last name.
5.
Enter the username that the user will use to log in.
6.
Enter the user's password.
7.
Confirm the user's password.
8.
Click OK. You can now edit the user's project permissions by selecting the project
and clicking Edit.
11.6.2 Deleting Users
To delete a user:
1.
Click the Users tab.
2.
Select the user you want to delete.
3.
Click Delete.
4.
Click Yes when asked to confirm.
11.6.3 Restoring Users
You can restore a previously deleted user to the user list. To restore users:
1.
Click Restore.
2.
Enter the Username of the user to restore.
3.
Click OK.
11-8 Oracle Test Manager - Test Manager User's Guide
Working With Roles
11.6.4 Changing User Information
To change a user's name, login user name, password, or enable email notification:
1.
Click the Users tab.
2.
Select the user whose information you want to change and click Edit.
3.
Make the necessary changes.
4.
Click OK.
11.6.5 Assigning Roles to Users
Roles determine the project permissions that each user has for a project. Project
permissions determine what users can do within the project. Read, write, and delete
permissions are assigned to the project, requirements, tests cases, and issues within
each project. Execute permission is also assigned to test cases. To assign roles to one
user for all projects:
1.
Select the Projects tab.
2.
Select the user for whom you want to assign roles.
3.
Select the projects for which you want to assign roles for the selected user. Only
the selected projects will be displayed in the Edit Roles dialog box.
4.
Click Assign.
Username - displays the user for whom you are assigning roles.
All - selects or deselects all of the listed projects.
Apply to all selected - applies the selected role to all of the selected projects. If
none is selected, the user will not have access to those project.
Checkbox - indicates if the project is selected.
Project - lists the projects that you previously selected on the User tab.
Role - select the role to assign to this user for the project. If none is selected, the
user will not have access to this project.
5.
Select the role to assign to this user for each project.
6.
Click OK.
11.7 Working With Roles
The Roles tab is where you configure roles. Roles determine the read, write, delete,
and execute permissions for users in projects. Once roles are created, you assign them
to users for each project that you want them to have access to. A user's role can differ
from project to project. Click Assign on either the Projects tab or Users tab to assign
roles.
11.7.1 Adding Roles
To add a role:
1.
Click the Roles tab.
2.
Click Add.
Name - enter a name for this role.
Administering the Database
11-9
Working With Roles
Description - enter a description for this role.
Base Role - when you select an existing role, the permissions for that role can be
used to start configuring the new role.
Select All - selects all permissions.
Select None - deselects all permissions.
The following permissions are available for the project, requirements, test cases,
issues, and reports:
■
■
■
■
Read - indicates whether users assigned to this role has read access to the
project, requirements, tests, issues, public reports, and private reports.
Write - indicates whether users assigned to this role can change the project,
requirements, tests, issues, public reports, and private reports.
Delete - indicates whether users assigned to this role can delete the project,
requirements, tests, issues, public reports, and private reports.
Execute - indicates whether users assigned to this role can execute tests.
3.
Enter a name and description for this role.
4.
Adjust the permissions for this role.
5.
Click OK.
11.7.2 Editing Roles
To edit a role:
1.
Click the Role tab.
2.
Select the role you want to edit.
3.
Click Edit.
4.
Make any changes.
5.
Click OK.
11.7.3 Deleting Roles
When you delete roles, Oracle Test Manager checks to see if the role is being used, that
is, if it is assigned to a user. If the role is in use, you will be prompted to assign another
role to the users assigned to the role. To delete roles:
1.
Click the Roles tab.
2.
Select the role that you want to delete.
3.
Click Delete.
4.
If the role is not in use, click Yes when asked to confirm the deletion. Otherwise
the Assign Role dialog box is displayed.
Username - displays the users that are assigned to this role.
Project Name - displays the project for which the users are assigned this role.
Please choose a role for re-assignment - select the role that you want to use
instead of the role you are deleting. The default is none.
Are you sure you want to delete the role <role> - click Yes to delete the role and
reassign the new roles to the user. Click No to exit without deleting the role.
11-10 Oracle Test Manager - Test Manager User's Guide
Working With Projects
5.
Select the new role to assign to the users assigned to the role you are deleting.
6.
Click Yes.
11.8 Working With Projects
You can add, clone, rename, assign roles to users for the project, and delete projects
from the database.
11.8.1 Adding Projects
To add a project:
1.
Select the Projects tab.
2.
Click Add.
This dialog box has the following options:
New Project - enter the name of the new project.
Track history for Requirements/Testcases/Issues - when selected , history
tracking audit trails are enabled for the project. The audit trails track changes to
every node for almost every field. This results in additional rows in the Oracle Test
Manager Database which may eventually cause some performance degradation.
When cleared, history tracking audit trails are disabled for the project and Oracle
Test Manager updates only the last activity for a given tree node. The history will
be available only to the last activity. If the setting is enabled again to start tracking
history, activities going forward from that point in time will be available in the
history window. The activities for the duration when the history tracking was
disabled are not tracked and will not be available or visible.
3.
Enter the project name.
4.
Select or clear the Use cached server trees and Track history for
Requirements/Testcases/Issues options.
5.
Click OK.
11.8.2 Cloning Projects
Cloning a project lets you copy an existing project and then modify it so that you do
not have to do all of the configuration from scratch. Cloning a project copies the
project structure including the fields and assignments, but does not copy the project
data.
To clone a project:
1.
Click the Projects tab.
2.
Select the project that you want to clone.
3.
Click Clone.
New Project- enter a name for the new project.
4.
Enter the project name.
5.
Click OK. You can click Assign to modify user roles for this project, if necessary.
Administering the Database 11-11
Working With Fields
11.8.3 Renaming Projects
To rename a project:
1.
Select the Projects tab.
2.
Select the project you want to edit.
3.
Click Edit.
4.
Enter the new name.
5.
Click OK.
11.8.4 Deleting Projects
To delete a project:
1.
Click the Projects tab.
2.
Select the project you want to delete.
3.
Click Yes when asked to confirm.
11.8.5 Assigning Roles to Project Users
Roles determine the project permissions that each user has for a project. Project
permissions determine what users can do within the project. Read, write, and delete
permissions are assigned to the project, requirements, tests cases, and issues within
each project. Execute permission is also assigned to test cases. To assign roles to one
project for all users:
1.
Click the Projects tab.
2.
Select the project for which you want to assign roles.
3.
Select the users for which you want to assign roles. Only the selected users will be
displayed in the Edit Role dialog box.
4.
Click Assign.
Project - displays the project for which you are assigning roles.
All - selects or deselects all of the listed users.
Apply to all selected - applies the selected role to all of the selected users. If none
is selected, the user will not have access to those project.
Checkbox - indicates if the user is selected.
User - displays the users that you selected on the Projects tab.
Role - select the role to assign to this user for the project. If none is selected, the
user will not have access to this project.
5.
Select the role to assign to each user for this project.
6.
Click OK.
11.9 Working With Fields
Fields are used in Oracle Test Manager to describe issues, requirements, and tests.
There are two types of fields that apply separately to requirements, tests, issues, and
test runs:
11-12 Oracle Test Manager - Test Manager User's Guide
Working With Fields
Default fields - these are fields that come with the product such as Type, Priority, and
Status for requirements. You cannot add or delete default fields. You can change
whether they are required or enabled, and you can add, delete, or rename their
associated options.
Custom fields - these are fields that you add that are specific to your product. For each
custom field, you define its properties, then add options where appropriate.
Role-Based Field Security
Role-based field security settings specify which roles have read/write permissions and
which roles have read-only permissions for specific fields. When you add or edit fields
or field options, a Permissions link in the dialog box provide access to the Permissions
settings for the selected field or field option.
11.9.1 Adding Options
Before adding custom fields, make sure to logout and close Oracle Test Manager.
When finished adding custom fields, logout and close the Administrator before
starting Oracle Test Manager.
To add an option to a default or custom field:
1.
Click the Fields tab.
2.
Select Default Fields or Custom Fields for the category of the field to which you
want to add an option.
3.
Select the field to which you want to add an option.
4.
Click Add to the right of the Option Lists section. The New Option dialog box has
the following options:
Name - enter the name of the new option.
Permissions - opens a dialog box for setting the role-based field security settings
for the field.
Insert the new option at the top of list - when selected, the new option appears at
the top of the list. When cleared, the new option appears just below the currently
selected item in the Option List. If you want to have a new item appear in a
specific location in the option list, close the Add Option dialog box, select the
option in the Option List that you want the new option to appear after, then click
Add. Leave this Insert the new option at the top of list checkbox cleared when
adding the new option.
5.
Enter the name of the new option.
6.
Click Permissions if you want to specify which roles have read/write or read-only
access to the option. Move the roles to the desired permissions using the arrow
buttons and click OK.
7.
Select the Insert the new option at the top of list option if you want the new
option to appear at the top of the list. Clear the Insert the new option at the top of
list option if you want the new option to appear after the currently selected option
in the Option List.
8.
Click OK. Use the arrow buttons to reorder the list. The order in which they
appear in this list is the order in which they will appear in the drop down option
lists in Oracle Test Manager.
Administering the Database 11-13
Working With Fields
The order of the priority field for requirements determines the
color of the icons displayed in Test Manager. For example, if High
priority is first in the list, the icon will be green. Following is a list of
colors and the corresponding display orders:
Note:
1 -Green
2-Orange
3-Red
4-Blue
5-Silver
6-Purple
7-Dark Orange
8-Light Blue
9-Gray
11.9.2 Renaming Options
To rename an option:
1.
Click the Fields tab.
2.
Select Default Fields or Custom Fields for the category of the field containing the
field with the option you want to change.
3.
Select the field containing the option you want to change.
4.
Select the option you want to rename.
5.
Click Edit.
6.
Enter the new name.
7.
Click Permissions if you want to specify which roles have read/write or read-only
access to the option. Move the roles to the desired permissions using the arrow
buttons and click OK.
8.
Click OK. Use the arrow buttons to reorder the list. The order in which they
appear in this list is the order in which they will appear in the drop down option
lists in Oracle Test Manager.
11.9.3 Deleting Options
If you delete a custom field option that has been used in a
requirement, test, or issue, Oracle Test Manager will default the
custom field to the first value in the option list the next time you edit
the requirement, test, or issue. For requirements, tests, or issues that
have not been edited and saved, the original value will remain
unchanged.
Note:
To delete an option:
1.
Click the Fields tab.
11-14 Oracle Test Manager - Test Manager User's Guide
Working With Fields
2.
Select Default Fields or Custom Fields for the category of the field containing the
field with the option you want to delete.
3.
Select the field containing the option you want to delete.
4.
Select the option you want to delete.
5.
Click Delete.
6.
Click Yes when asked to confirm the deletion.
11.9.4 Editing Default Fields
You can edit whether a default field is required, enabled, triggers an email when
changed, and whether it is included in the email. To edit a default field:
1.
Click the Fields tab.
2.
Select Default Fields in the left pane for the category of the field you want to edit.
3.
Select the field you want to edit.
4.
Click Edit to display the Edit Field dialog box.
This dialog box has the following options:
Name - displays the field name.
Label - displays the field label that is displayed in Oracle Test Manager.
Permissions - opens a dialog box for setting the role-based field security settings
for the field.
Field Properties - select a property to enable it; deselect the property to disable it.
■
■
■
■
Required - requires that the field be entered in Oracle Test Manager when
selected.
Enabled - indicates whether the field is used in Oracle Test Manager.
Trigger Email Notification - indicates whether an email will be sent to the
configured recipients when this field changes. Click the pencil icon to display
the Setup E-mail Configuration dialog box for configuring email recipients.
The logged in user should not be the same as the username that is specified for
the trigger. The trigger checks the email address of the user who changes the
field and does not send notification to any users with the same email address.
Include this field in notification mails - indicates whether the field should be
included in notification emails.
5.
Click Permissions if you want to specify which roles have read/write or read-only
access to the option. Move the roles to the desired permissions using the arrow
buttons and click OK.
6.
If you select Trigger Email Notification, the Setup E-mail Configuration dialog box
for this field is displayed.
Projects - select the projects for which you want to configure this field.
Checkbox - when checked, notification email will be sent to all users assigned tot
his role.
Roles - lists the roles.
E-mail - enter the email addresses of the people you want to receive notification
emails, separated by commas.
Administering the Database 11-15
Working With Fields
To - displays the Select Email recipients dialog box for selecting email recipients.
Set - saves the settings for the selected project.
7.
Select the project for which you want to configure this field.
8.
Select a role if you want all users assigned to the role to receive a notification
email.
9.
Enter the email addresses of recipients or click To to select from the list of users in
the database that have email notification enabled.
<recipient list> - lists users in your database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
10. Select the recipients you want to add and click Select.
11. Click OK to close the Setup E-mail Configuration dialog box.
12. Click OK.
13. Make any other changes and click OK.
11.9.5 Adding Custom Fields
To add a custom field:
1.
Click the Fields tab.
2.
Select Custom Fields in the left pane for the category to which you want to add a
custom field.
3.
Click Add to display the Add Custom Field dialog box.
This dialog box has the following options:
Name - enter the name of the field.
Label - enter the field label that will appear in the Oracle Test Manager dialog
boxes.
Permissions - opens a dialog box for setting the role-based field security settings
for the field.
Type - select the type of field. The options are:
■
Option List - lets you select an option from a list. You must add at least one
option before exiting the Administrator.
■
Option List/Text - lets you select an option from a list or enter text.
■
User List - creates a list of the users in the database and lets you select one.
■
Text - lets you enter one line of text.
■
Multiline Text - lets you enter multiple lines of text.
■
■
Multiline/Append - creates a multiline text field and when editing, lets you
choose to append new text to existing text. If you choose to append, the date
and user name are automatically added.
Heading - lets you create a heading for grouping custom fields. The heading is
for display purposes only in the right-hand pane of Oracle Test Manager.
Applies To - select the project to which this field applies.
11-16 Oracle Test Manager - Test Manager User's Guide
Working With Fields
Properties - select the properties that apply to this field.
■
■
■
■
■
Required - indicates whether the field must be entered.
Enabled - indicates whether to make this field available to Oracle Test
Manager. Disabled fields are not available in Oracle Test Manager.
Trigger Email Notification - indicates whether an email will be sent to the
configured recipients when this field changes. Click the pencil icon to display
the Setup E-mail Configuration dialog box for configuring email recipients.
The logged in user should not be the same as the username that is specified for
the trigger. The trigger checks the email address of the user who changes the
field and does not send notification to any users with the same email address.
Include this field in notification mails - indicates whether the field should be
included in notification emails.
Project Specific Options - when selected, you can add options specifically for
each project by selecting the project in the Option Lists section. If not selected,
all projects will have the same options.
4.
Click Permissions if you want to specify which roles have read/write or read-only
access to the option. Move the roles to the desired permissions using the arrow
buttons and click OK.
5.
If you select Trigger Email Notification, the Setup E-mail Configuration dialog box
for this field is displayed.
Projects - select the projects for which you want to configure this field.
Checkbox - when checked, notification email will be sent to all users assigned tot
his role.
Roles - lists the roles.
E-mail - enter the email addresses of the people you want to receive notification
emails, separated by commas.
To - displays the Select Email recipients dialog box for selecting email recipients.
Set - saves the settings for the selected project.
6.
Select the project for which you want to configure this field.
7.
Select a role if you want all users assigned to the role to receive a notification
email.
8.
Enter the email addresses of recipients or click To to select from the list of users in
the database that have email notification enabled.
<recipient list> - lists users in your database that have email notification enabled.
Select - adds the selected recipients to the To field.
To - displays the selected recipients separated by a comma.
9.
Select the recipients you want to add and click Select.
10. Click Done.
11. Click OK.
12. Enter other field information.
13. Click OK. For list type items, enter the options that will appear in the list. If you
have add an Option List, you must enter at least one option before exiting the
Administrator.
Administering the Database 11-17
Maintaining the Database
11.9.6 Editing Custom Fields
To edit a custom field:
1.
Click the Fields tab.
2.
Select Custom Fields in the left pane for the category containing the field you
want to edit.
3.
Select the field you want to edit.
4.
Click Edit to display the Edit Field dialog box.
5.
Make the necessary changes.
6.
Click OK.
11.9.7 Deleting Custom Fields
To delete a custom field:
1.
Click the Fields tab.
2.
Select Custom Fields in the left pane for the category containing the field you
want to delete.
3.
Select the field you want to delete.
4.
Click Delete.
5.
Click Yes when asked to confirm the deletion.
11.10 Maintaining the Database
You can unlock locked records and purge deleted records.
11.10.1 Unlocking Locked Records
Use this procedure to clear out locks in the database when the product fails and leaves
entries locked for editing. To unlock locked records:
1.
Select Unlock Locked Records from the Tools menu.
2.
Click Yes to confirm.
11.10.2 Purging Deleted Records
Deleted items are not removed from the database until you purge the database. To
remove deleted items from the database:
1.
Select Purge Deleted Records from the Tools menu.
2.
Click Yes to confirm that you want to purge the database.
11.11 Using the Reset Password Utility
The Reset Password utility allows the installing user of the Oracle Application Testing
Suite web applications to reset the password for the Administrator account in an
Oracle Load Testing or Oracle Test Manager database.
The installing user of the Oracle Application Testing Suite can reset the password for:
■
Oracle Load Testing Administrator user
11-18 Oracle Test Manager - Test Manager User's Guide
Using the Reset Password Utility
■
Oracle Test Manager Administrator user
The default Administrator user password is the password specified during the Oracle
Application Testing Suite installation.
You run the Reset Password utility using the command line Java file
ResetPassword.jar located in the \lib directory under the installation directory.
The Reset Password utility is run from a command prompt.
For Windows 7 and Vista systems, the command must be run
using the elevated command line. From the Start menu, expand the
Accessories, right click on the Command Prompt menu option and
select Run as administrator from the shortcut menu.
Note:
11.11.1 Resetting the Oracle Load Testing Administrator Password
The following procedure resets the Administrator user password for the Oracle Load
Testing database. This procedure can only be performed by the user who installed the
Oracle Application Testing Suite on the system.
To reset the Administrator user password for an Oracle Load Testing database
connection:
1.
Select Run from the Start menu.
2.
Type cmd and press Enter.
3.
Type cd\installdir\lib where installdir is the installation directory for
the Oracle Application Testing Suite. The default is c:\OracelATS.
4.
Type $installdir\jdk\bin\java.exe -jar ResetPassword.jar -olt
"DB Name" at the command prompt. $installdir is the actual installation
directory path. For example, the default installation directory is c:\OracleATS.
DB Name is the database connection name. For example the default installation
database connection name for Oracle Load Testing is Default OLT Database.
The following command shows a complete example using the default values:
c:\OracleATS\jdk\bin\java.exe -jar ResetPassword.jar -olt "Default OLT
Database"
5.
Press Enter.
6.
Type the new password and press Enter.
The password must start with alphabetic character, be a
minimum of 8 characters in length, include at least one number and
not contain any spaces. These are the same restrictions enforced
during product installation.
Note:
7.
Type the confirm password and press Enter.
8.
Close the command window.
11.11.2 Resetting the Oracle Test Manager Administrator Password
The following procedure resets the Administrator user password for the Oracle Test
Manager database. This procedure can only be performed by the user who installed
the Oracle Application Testing Suite on the system.
Administering the Database 11-19
Using the Reset Password Utility
To reset the Administrator user password for an Oracle Test Manager database
connection:
1.
Select Run from the Start menu.
2.
Type cmd and press Enter.
3.
Type cd\installdir\lib where installdir is the installation directory for
the Oracle Application Testing Suite. The default is c:\OracelATS.
4.
Type $installdir\jdk\bin\java.exe
-Djava.library.path=$installdir\oats\lib -jar
ResetPassword.jar -otm "DB Name" at the command prompt.
$installdir is the actual installation directory path. For example, the default
installation directory is c:\OracleATS. DB Name is the database connection
name. For example the default installation database connection name for Oracle
Test Manager database is Default OTM. The following command shows a
complete example using the default values:
c:\OracleATS\jdk\bin\java.exe -java.library.path=c:\OracleATS\oats\lib -jar
ResetPassword.jar -otm "Default OTM"
5.
Press Enter.
6.
Type the new password and press Enter.
The password must start with alphabetic character, be a
minimum of 8 characters in length, include at least one number and
not contain any spaces. These are the same restrictions enforced
during product installation.
Note:
7.
Type the confirm password and press Enter.
11.11.3 Reset Password Utility Command Line Options
The Reset Password utility has the following command line option flags:
Flag
Description
-olt "DB name"
DB Name is the database connection name specified during
configuration of the Oracle Load Testing schema. For example, the
default connection name for the installed Oracle Load Testing
database connection is "Default OLT Database". Additional database
connections can be defined using the Oracle Application Testing
Suite - Database Configuration utility on the Tools submenu of the
Oracle Application Testing Suite Start menu.
-otm "DB name"
DB Name is the database connection name specified during
configuration of Oracle Test Manager schema. For example, the
default connection name for the installed Oracle Test Manager
database is "Default OTM". Additional database connections can be
defined using the Oracle Application Testing Suite - Database
Configuration utility.
-help
Displays Reset Password utility usage information and exits.
11-20 Oracle Test Manager - Test Manager User's Guide
A
Screen Capture Utility
A
The Screen Capture program lets you capture the entire screen, windows, and parts of
windows, and then save them in either JPG or BMP format.
The Screen Capture program runs in the system tray. You can access its options either
by clicking on the icon in the system tray to display the main window or by using the
right-click menu.
A.1 Main Window
The Main Window consists of a menu bar and an area for displaying the screen
capture once it is taken. Using the Capture menu, you select the type of screen capture
that you want to take. Once the screen capture is take, you can then save the screen
capture or copy it for pasting into another application.
A.2 Menu Options
The Screen Capture utility has the following menu options:
A.2.1 File Menu
Save As - displays the Save As dialog box for saving the screen capture in either JPG
or BMP format.
Preferences - displays the Preferences dialog box for setting the Screen Capture utility
preferences. You can set whether to integrate with Oracle Test Manager, to display
instructions before capturing an active window, and set the number of seconds to wait
before taking the screen capture.
Close - closes the application but does not remove it from the system tray. To exit the
application, right click the icon in the system tray and select Exit.
A.2.2 Edit Menu
Copy - copies the screen capture to the clipboard so that you can paste it into another
application.
Clear - removes the current screen capture from the Screen Capture utility.
A.2.3 Capture Menu
Entire Screen - captures the entire screen display.
Active Window - captures the active window after a specified number of seconds. The
delay lets you make sure the correct window is active.
Screen Capture Utility
A-1
Setting Preferences
Specific Window - captures the selected portion of a window such as the right or left
pane, toolbar, etc.
Selected Region - changes the cursor to a cross hair and captures the selected area.
A.2.4 Help Menu
Contents - displays the help table of contents.
About - displays version and copyright information.
A.3 Setting Preferences
To change the Screen Capture utility settings:
1.
Select Preferences from the File menu to display the preferences dialog box.
Integrate with Oracle Test Manager - when selected, the screen capture utility is
available in Oracle Test Manager. You may want to deselect this setting for
debugging purposes if there is a browser problem.
Display instructions before capturing active window - when selected, a dialog
box is displayed explaining that the active window screen capture will take place
after the configured number of seconds.
Seconds to wait before capturing active window - specifies how long to wait
before capturing the active window. This delay lets you ensure that the correct
window is active and also give you time to click on a menu if you want to include
the menu in the screen capture.
2.
Make any changes.
3.
Click OK.
A.4 Capturing Screens
The following sections explain the screen capture methods.
A.4.1 Capturing the Entire Screen
To capture the entire screen:
1.
Select Entire Screen from the Capture menu.
2.
The Screen Capture utility minimizes itself, captures the entire window, and
redisplays.
3.
Select Save As from the File menu to display the Save As dialog box. Select where
to save the file, enter a name, and click Save.
Or
Select Copy from the Edit menu to copy the screen capture to the clipboard. You
can then paste it into another application.
4.
Select Clear from the Edit menu to remove the screen capture from the utility.
A.4.2 Capturing a Window
You can capture the active window. There is a user-configurable delay or several
seconds between the time you select this option and when the screen capture is taken.
This delay lets you select the active window to capture.
A-2 Oracle Test Manager - Test Manager User's Guide
Capturing Screens
Some part of the window you want to capture must be visible
on the screen before you select this option since the utility captures the
first window you click on.
Note:
To capture an active window:
1.
Select Active Window from the Capture menu.
2.
The Screen Capture utility minimizes itself.
3.
If the Display instructions before capturing active window is selected in
preferences, a dialog box is displayed explaining what the utility will do. Click
OK.
4.
If the active window is not the one you want to capture, click on the window you
want to capture. If you want to capture a menu, expand the menu.
5.
After the delay, the utility captures the window and redisplays.
6.
Select Save As from the File menu to display the Save As dialog box. Select where
to save the file, enter a name, and click Save.
Or
Select Copy from the Edit menu to copy the screen capture to the clipboard. You
can then paste it into another application.
7.
Click Clear from the Edit menu to remove the screen capture from the utility.
A.4.3 Capturing Part of a Window
You can capture just part of a window such as a right or left pane or toolbar. To capture
part of a window:
1.
Select the window that you want to take a partial screen shot of.
2.
Select Specific Window from the Capture menu.
3.
The Screen Capture utility minimizes itself.
4.
You can move the mouse around the window to see the part that can be captured.
Select the part of the window you want to capture.
5.
The utility captures the window and redisplays.
6.
Select Save As from the File menu to display the Save As dialog box. Select where
to save the file, enter a name, and click Save.
Or
Select Copy from the Edit menu to copy the screen capture to the clipboard. You
can then paste it into another application.
7.
Click Clear from the Edit menu to remove the screen capture from the utility.
A.4.4 Capturing a Region
You can capture a user-selected region of the screen. To capture a region:
1.
Select the window that you want to take a partial screen shot of.
2.
Select Region from the Capture menu.
3.
The Screen Capture utility minimizes itself and the cursor becomes a cross hair.
Screen Capture Utility
A-3
Capturing Screens
4.
Click and drag to select the part of the screen you want to capture.
5.
When you release the mouse, the utility captures the window and redisplays.
6.
Select Save As from the File menu to display the Save As dialog box. Select where
to save the file, enter a name, and click Save.
Or
Select Copy from the Edit menu to copy the screen capture to the clipboard. You
can then paste it into another application.
7.
Click Clear from the Edit menu to remove the screen capture from the utility.
A-4 Oracle Test Manager - Test Manager User's Guide
Index
A
About menu option, 2-11
Add Issue menu option, 2-10
Add Requirement menu option, 2-5
Add Test menu option, 2-7
Add Test Plan menu option, 2-4
Add Test Set Node menu option, 2-8
Administration, 1-1
Administrator
restoring users, 11-8
administrator, 11-1
changing user password, 11-18
menu options, 11-6
starting, 11-1
Administrator user passwords
resetting, 11-18
agent installation, 2-2, 6-1, 7-1
assigning roles, 11-9
Associate Issues menu option, 2-7, 2-9, 2-10
Associate Requirements menu option, 2-7, 2-9
Associate Test menu option, 2-4, 2-5, 2-10
Associate Test Plans menu option, 2-9
attachments
opening, 3-3
using, 3-2
Attachments menu option, 2-4, 2-5, 2-7, 2-9, 2-10
C
Cached Trees mode indicator, 11-3
configure
systems, 7-5
Contents menu option, 2-11
Copy menu option, 2-4, 2-5, 2-7, 2-9, 2-10
custom fields, 11-3, 11-13
adding, 11-16
deleting, 11-18
editing, 11-18
custom reports
adding, 9-1
editing, 9-5
D
dashboard reports
adding, 9-7
deleting, 9-8
viewing, 9-7
Dashboard tab
Web interface, 2-10
data
importing, 3-7
Database Repository, 1-2
databases
adding, 10-1
administering, 11-1
changing user options, 2-13
configuring, 10-1
deleting, 10-2
exporting and importing, 10-3
maintaining, 11-18
migrating data, 10-3
purging, 11-6, 11-18
removing, 10-2
unlocking, 11-6, 11-18
updating, 10-3
default administrator account, 2-2, 11-1
default fields, 11-4, 11-13
Default project template setting, 10-2
default reports
managing, 11-7
Defect Tracking, 1-1
Delete Issue menu option, 2-10
Delete Requirement menu option, 2-5
Delete Test menu option, 2-7
Delete Test Plan menu option, 2-4
Delete Test Set Node menu option, 2-8
Duration, 11-6
E
Edit Issue menu option, 2-10
Edit Requirement menu option, 2-5
Edit Test menu option, 2-7
Edit Test Set Node menu option, 2-8
EditTest Plan menu option, 2-4
email
configuring the server, 11-6
emailing reports, 9-6
issues, 8-7
setting preferences, 11-6
Index-1
setting traceability options, 11-7
tests, 6-17, 7-16
E-mail Notification
enabling, 2-13
End Time, 11-6
export data, 3-9
Export Project menu option, 2-11
emailing, 8-7
working with, 8-1
Issues tab
Web interface, 2-9
Issues tab icons, 2-9
F
JUnit tests
adding, 6-8
running, 7-10
features, 1-1
fields
adding custom, 11-16
adding options, 11-13
deleting custom, 11-18
deleting options, 11-14
editing custom, 11-18
editing default, 11-15
renaming options, 11-14
working with, 11-12
Fields tab, 11-3
Filter menu option, 2-5, 2-7, 2-9, 2-10
Filter toolbar button, 2-12
filtering, 2-14, 2-15
Firefox browser, 1-2
functional tests
running, 7-7
G
Group menu option, 2-5, 2-7, 2-10
Group toolbar button, 2-12
grouping, 2-14, 2-15
H
Help menu, 2-11, 11-6
history
toolbar button, 2-12
viewing, 3-4
I
icons
Issues tab, 2-9
Requirements tab, 2-5
Test tab, 2-6, 2-8
import data, 3-7
Import data menu option, 2-11
Indent toolbar button, 2-12
Insert sample data option, 10-2
Internet Explorer browser, 1-2
introduction, 1-1
issues
adding, 8-1
associating issues, 8-4
associating test sets, 7-14
associating tests, 6-16, 8-6
deleting, 8-2
editing, 8-3
editing multiple, 8-3
Index-2
J
L
links
creating, 3-3
log in, 2-3
Logout, 11-6
M
Machine Name, 11-6
manage default reports, 11-6
manual tests
adding, 6-3
converting, 6-13
deleting, 6-11
editing, 6-11
editing multiple, 6-12
editing steps, 6-13
running, 7-8
Max VU Count, 11-6
Maximum Number of Displayed Nodes setting,
menu options
Web interface, 2-11
migrate data between databases, 10-3
O
OLT Databases, 11-5
resetting administrator user password, 11-19
Open menu option, 2-11
OpenScript tests
adding, 6-1
Options menu option, 2-11
OTM Databases
resetting administrator user password, 11-19
Outdent toolbar button, 2-12
P
passwords
changing, 2-13, 11-9
resetting administrator user, 11-18
Paste menu option, 2-4, 2-5, 2-7, 2-9, 2-10
permissions, 11-3
popup blockers, 1-2
port
changing, 2-2
Project menu, 2-11
Project Template setting, 10-2
2-13
projects, 3-1
adding, 11-11
assigning roles, 11-12
basics, 3-1
cloning, 11-11
deleting, 11-12
exporting data, 3-9
importing data, 3-7
opening, 3-2
renaming, 11-12
searching, 3-5
working with, 3-1, 11-11
Projects tab, 11-3
purge database, 11-6
Q
Quick Run menu option, 2-7
R
Refresh toolbar button, 2-12
remote systems
requirements, 2-2, 6-1, 7-1
reports
adding custom, 9-1
adding dashboard, 9-7
cloning, 9-6
deleting custom, 9-6
deleting dashboard, 9-8
editing custom, 9-5
emailing custom, 9-6
exporting, 9-8
managing default, 11-6
managing default reports, 11-7
overview of, 1-1
viewing, 7-12, 9-1
viewing dashboard, 9-7
working with, 9-1
Reports tab
Web interface, 2-10
repositories
adding, 3-1
Repositories menu option, 2-11
requirements, 4-1, 5-1
adding, 5-1
associating tests, 5-3
associating with test sets, 7-12
associating with tests, 6-14
deleting, 5-2
editing, 5-2
editing multiple, 5-3
emailing, 5-5
Requirements Management, 1-1
Requirements tab
Web interface, 2-4
Requirements tab icons, 2-5
Reset Password utility
command line options, 11-20
using, 11-18
Reset Test Runs user options, 2-14
Reset User State user option, 2-14
resetting
test results, 2-14
test runs, 2-13
user state, 2-14
results
viewing reports, 7-12
roles
adding, 11-9
assigning, 11-9
deleting, 11-10
editing, 11-10
working with, 11-9
Roles tab, 11-2
S
sample data
installing, 10-2
schedule
adding tests, 6-18, 7-16
deleting tasks, 6-22, 7-20
editing tasks, 6-21, 7-19
tests, 6-18, 7-16
Schedule test menu option, 2-7
Screen Capture utility
Capture menu, A-1
capturing screens, A-2
downloading, 3-3
Edit menu, A-1
File menu, A-1
Help menu, A-2
main window, A-1
menu options, A-1
setting preferences, A-2
using, A-1
Service setting, 10-2
Session Name, 11-5
Set test result menu option, 2-7
SSL
using, 2-3
Start Time, 11-5
systems
adding, 7-5
configuring, 7-5
deleting, 7-7
editing, 7-6
Systems menu option, 2-11
T
test details
viewing, 6-14, 7-12
Test Execution tab
Web interface, 2-7
test folders
adding, 6-5, 7-1
Test Manager
installing, 2-1
Index-3
using, 2-1
Test Plan tab
Web interface, 2-4
Test Planning and Management, 1-1
test plans
adding, 4-1
associating requirements, 4-3
deleting, 4-2
editing, 4-2
editing multiple, 4-3
emailing, 4-5
test results
deleting, 7-12
resetting, 2-14
setting, 7-11
test runs
resetting, 2-13
viewing reports, 7-12
test sets
adding, 7-2
adding functional tests, 7-3
associating issues, 7-14
asssociating requirements, 7-12
emailing, 7-16
running, 7-9
test steps
editing, 6-13
Test tab icons, 2-6, 2-8
tests, 6-1, 7-1
adding, 6-3
adding JUnit, 6-8
adding third party, 6-6
adding to groups, 7-3
adding to schedule, 6-18, 7-16
associating issues, 6-16
associating with issues, 8-6
asssociating requirements, 6-14
converting, 6-13
deleting, 6-11
deleting results, 7-12
editing, 6-11
editing multiple, 6-12
emailing, 2-6, 2-8, 6-17
running, 7-7, 7-8
running JUnit, 7-10
running test sets, 7-9
running third party test, 7-9
scheduling, 6-18, 7-16
setting results, 7-11
viewing details, 6-14, 7-12
Tests tab
Web interface, 2-6
third party tests
adding, 6-6
running, 7-9
troubleshooting, 7-11
toolbar options, 2-12
Tools menu, 2-11, 11-6
Track history for Requirements/Testcases/Issues
setting, 11-11
Index-4
Track History mode indicator, 11-3
troubleshooting third party tests, 7-11
U
unlock database, 11-6
Usage Audit tab, 11-5
User Information settings, 2-13
User Name, 11-5
users
adding, 11-8
changing information, 11-9
deleting, 11-8
restoring, 11-8
working with, 11-8
Users tab, 11-1
W
Web interface
Dashboard tab, 2-10
Help menu, 2-11
Issues tab, 2-9
logging in, 2-3
menu options, 2-11
Project menu, 2-11
Reports tab, 2-10
Requirements tab, 2-4
Test Execution tab, 2-7
Test Plan tab, 2-4
Tests tab, 2-6
toolbar, 2-12
Tools menu, 2-11
Web Server
setting up, 2-3
web server port, 2-2
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