Introduction to Test Director IVS-TRAINING. Ground Rules Please mute your mobile phones Stick to timeliness Help each other in learning – as learning

Introduction to Test DirectorIntroduction to Test DirectorIVS-TRAININGIVS-TRAINING

Ground Rules

Please mute your mobile phones

Stick to timeliness

Help each other in learning – as learning is a continuous process

Please participate actively to make the session interactive

Session Objectives

Definition

Architecture

Test Management Process

Organizing and managing the testing process using different modules

Requirements

Test Plan

Test Lab

Defects

Other important features

Reports & Graphs

Import excel and word docs

Document Generator

To create and setup a TestDirector project using the Site Administrator

Customize the project according to the project attributes

Definition

A Test Director project is a customizable repository for the testing effort. It contains requirements, tests, test sets, execution records, defects, reports and other test documentation.

A Test Director project can be stored and managed using the following data sources:

Microsoft Access (Default) Sybase Microsoft SQL Oracle

Note : Out of these four, support for three databases viz. Sybase, Microsoft SQL & Oracle are available only in Test Director Enterprise Edition. This is because of the reason that these projects are created using database server properties which is not available in Test Director Standard Edition.

Remote Agent

TestingTool

Control Status

Testing Host

TestDirectorServer

TDDB

Data

Test DirectorClient

ActiveXControls

Invokes

Client

Architecture

Server

Data Test Director API

Internet

LAN

Run, Stop, Parameters

Status

Test Management Process

SpecifyRequirements

SpecifyRequirements

Plan/Create TestsPlan/Create Tests

Execute TestsExecute Tests

Track DefectsTrack Defects

AnalysisAnalysis

Report/Graph GenerationReport/Graph Generation

Requirements Can be accessed through the Requirements tab in the Test Director Project

Features : Helps in systematic requirements gathering by adding and maintaining the requirements Linking Test Cases to Requirements Generating Reports/Graphs according to the Requirements Maintaining the Test Coverage Status against the requirements

Adding New Requirements

Adding Child Requirements

Analyze Requirements

Test Planning Can be accessed through the Test Plan tab in the Test Director Project

Features Helps in Creating Test casesTest Case Creation involves Manual and Automated Test Case Creation

Manual Test Planning involves – Designing Test Steps Setting Call to a TestAdding Parameters to a Test Step Attaching Documents

Automated Test Planning include – Win runner, Load runner scripts Additional plugins for non-Mercury tools System tests to collect information about the system on which an automated test is scheduled to run

Test Planning Contd….

Link tests to requirements Ensures complete requirements coverage

Associate Defects

Add defects

View Associated Defects


Script Generator - Helps in converting Manual to Automated Test cases by generating a temporary script depending on the design steps. The script can be replaced by the appropriate script created by the tester.


Test Lab

Can be accessed through the Test Lab tab in the Test Director Project

Features Helps in creating and organizing Test Sets

Note: A Test Set is a group of tests selected from the database to achieve a specific testing goal. For example:

• Test a certain group of requirements• Test all aspects of one business task• Test core functionality to locate regression errors • Verify that integration between modules is functioning

Select Tests to add into Test Set

Create Test Set

Test Lab contd….Features

Run manual/automated tests and test sets Schedule a test run using the Scheduler

Define test dependencies and run tests conditionally Analyze Execution results

Run test manually

Run Test Sets

DefectsCan be accessed through the Defects tab in the Test Director Project

FeaturesHelps in reporting defects in your application, and track data derived from defect records. This includes

Adding defects Determining repair priorities Repairing open defects Testing a new build of the application, and analyzing defect data. View associated tests

Add defects

Reports and Graphs

Used for analysis

Monitor progress

Support Decision making

Filters & Sorting

Document Generator

Monitoring a Testing Progress

Use the analysis tools to answer the following kinds of questions: How many executed tests passed or failed? How many defects remain in open status? How long does it take for a defect to be fixed? How can I balance the resources available?

Support Analysis and Decision Making

Generate graphs for each phase of the testing effort Requirements coverage Test creation progress Execution results Defect tracking

Create and customize reportssummarize large amounts of information project-specific information (user-defined fields)create documents accessible from Microsoft Word

Types of Reports in TestDirector

Reports Standard reports Customize Standard reports for quick reports

Select Visible fields Filter/sort Can be saved as a text (.txt), word document (.doc) or Web page file (.htm))

Document Generator Document generator can be accessed through “Tools->Document Generator”

option

Before starting the document generator select a subject

On the Tree structure the ‘Document Node’ is always checked

Documents can be generated in two modes

Snapshot

Full Document

Document Generator Contd… Check one of the other nodes and then one of its child nodes (if there are child nodes)

E.g.., Check ‘Test Lists’. This will generate document for all the tests or for the filtered test(s)

Selecting Tests

Selecting Layout

Preview of the appearance

Document Generator Contd… Click the ‘Document’ node to customize document settings. This has three tabs

Document Settings- Allows to enter the Title, Author information and Description for the document

Logo - Allows to upload organization's logo which is displayed on each of the pages of the document as watermark background

Option - Helps in selecting the different sections that are to be included in the document, generates a preview of the document .

Types of Graphs in TestDirector

Progress graphs available for all tables Display specified information over a period of time

Summary graphs available for all tables Show the accumulated value of specified data in the TesDirector Project

Test Lab (execution) has additional graphs Cross Test Set Progress Cross Test Set Summary

Defects table also has Age graphs

Exporting Excel Data to TestDirector The already made Test Plans, Test Documents, Requirements or Defects form a very

important part of any Repository. These documents can be exported to Test Director so that the documents can be used by any user who has a valid ID & access rights for the project. This eliminates the unnecessary liability of intimating & updating everybody about any change & keeping record in files or hard copies.

This whole export feature can be enabled by downloading the Microsoft Excel and word add-ins

Excel data can be exported under three tabs

Requirements

Defects

Tests

To export data first the Excel add in should be downloaded through the “Add-Ins Page” on the TD login page

Click on the “Add-Ins Page” link. TestDirector Add-ins page is displayed

Click on “More TestDirector Add-ins” and then download Excel Add-in

Exporting Excel Data to TestDirector

Select all the rows in the Excel sheet that are to be exported

Open the Excel sheet and click on “Tools->Export to TestDirector”

Exporting Excel Data to TestDirector Contd…

Select the domain and the Project Code

Login with User ID

Select the tab


Select a Map

An existing map can be selected or a new map can be created

This maps each field on the excel sheet with a corresponding field in the TestDirector

Exporting Excel Data to TestDirector Contd… List Box on the left contains on the fields that are required for logging defects. Fields in ‘Red’

color are the mandatory fields. These fields are set up by the admin.

A field is selected from the left list box and added to the right list box. Against this field then the field name from the excel sheet is entered.

Mapped fieldsCreating Mapping


All the fields are mapped.


Defect is successfully uploaded

Defect loaded in TD

Successful upload message on Excel sheet

Site Administrator

The Test Director Site Administrator contains the following :

Projects – For managing Test Director projects which includes :

– Adding new domains and projects

– Querying data in a project

– Restore, upgrade, rename, activate and deactivate a project

Users – Helps in creating new user & defining user properties including changing user password

Connections – To monitor the users currently connected to a Test Director server

Licenses – To monitor the total number of Test Director licenses in use & modify the License key number.

TD Servers – This tab is used to modify Test Director server information such as log file & mail protocol.

Site Administrator Contd…

DB Servers – This is for managing of Database servers. This includes adding a new database server, editing a server’s connection string, changing a server’s default administrator user name & password.

– Note: This tab is not available in the Test Director Standard Edition.

Site Config: This is used for modifying Test Director configuration parameters

Creating TestDirector Project

TestDirector Project can be created from the Project Tab in the Site Administrator

To Create a ProjectEnter the Project

Name here

Project Customization

The Project Customization can be done through the Customize tab in the home page for the specific project

Following are features available under customization :

Change Password – Used for changing admin passwords for the project

Change User Properties – Used for changing user properties for eg. Name, Phone etc.

Setup Users – Used for setting users for the project and providing privileges to them

Setup Groups – Used for creating User Groups and setting the permissions

The default groups available are

Developer, Project Manager, QATester , TDAdmin, Viewer

Customize Module Access - Used for providing either Defects Module access or all the modules access to different user groups.

Customize Project Entities

Enables to customize test director project to suit the testing environment and enter user defined fields

Customize Project Lists

Enables to customize values that can be selected from the dropdown lists

Configure mail

Enables to configure mail depending on the defect status

Project Customization Contd….

Setting Up Users for the Project

Can be accessed by the Setup Users tab in the customization module

Through “Setup Users” users can be :

Added to a project

Granted different privileges

Questions?

Thank You!!

IVS-TRAINING

Please note that submission of Course and Instructor feedback is mandatory for availing attendance for the Course.

Any doubts or suggestions for improvement can be forwarded to: [email protected]