Introduction to Test Director IVS-TRAINING Should have the course name and highlighting IVS-Training, should have no personal names – Amit Notes for instructor (from Prashant): Most of the times the course starts without even a formal introduction of the participants or the Instructor. One round of introduction will give the trainer an idea of the nature of audience he is going to address and the kind/ level of questions he can expect. This will give him an advantage of making subtle changes to his/her presentation so that he can address the queries appropriately. It will help in breaking the ice that exists in the initial few moments

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 Ground rules should be there to avoid any disturbance in the flow of presentation, and timeliness is important. It is just to make them feel that the IVS training is no less professional than what is offered by ENR. Also many times, as we had faced this situation, just to have 5 days in training people attend basic and advanced courses simultaneously. So we need that last bullet point - Amit

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.

Architecture Internet Testing Host Run, Stop, Parameters Test Director Client ActiveX Controls Invokes Run, Stop, Parameters Remote Agent Testing Tool Control Status Testing Host LAN Status Data Test Director API Internet Remote Agent – Enables the client modules on the client machine to control the testing application and get the testing status from it. Test Director API – Used by the testing application to update the Test Director server database with the test running and its results. ActiveX controls – Used by the Test Director client (hosted in the web browser) to communicate with the Test Director Server Once the TD client gets information about the machine on which a test case is supposed to run, then it directly communicates with the Remote Agent on the testing host, to start up the testing tool and execute the test and fetch the results. N.B.: Test Director Client and the Testing Host machines have to be on the same LAN Test Director Server TD DB Data Server

Test Management Process Specify Requirements Analysis Plan/Create Tests Execute Tests Report/Graph Generation Data from any/all of the 4 phases can be analyzed and reports can be generated accordingly Track Defects

Requirements Features : 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 Analyze Requirements Adding New Requirements Adding Child Requirements

Test Planning Features Helps in Creating Test cases Can be accessed through the Test Plan tab in the Test Director Project Features Helps in Creating Test cases Test Case Creation involves Manual and Automated Test Case Creation Manual Test Planning involves – Designing Test Steps Setting Call to a Test Adding 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

View Associated Defects Test Planning Contd…. Associate Defects Add defects View Associated Defects

Test Planning Contd…. 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.

Select Tests to add into Test Set 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 Create Test Set Select Tests to add into 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

Defects Can be accessed through the Defects tab in the Test Director Project Features Helps 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 Monitor progress Support Decision making 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 reports summarize large amounts of information project-specific information (user-defined fields) create documents accessible from Microsoft Word 1.Add snap shots

Types of Reports in TestDirector 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

Preview of the appearance 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 Generating document for all the test that were designed by Alice_td. Number of fields in the table can be customized through the ‘Customize’ button 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

Exporting Excel Data to TestDirector Contd… 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 fields Creating Mapping

Exporting Excel Data to TestDirector Contd… All the fields are mapped.

Successful upload message on Excel sheet Exporting Excel Data to TestDirector Contd… Defect is successfully uploaded Successful upload message on Excel sheet Defect loaded in TD

Site Administrator Adding new domains and projects 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. Move it to the end.

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 Move it to the end.

Enter the Project Name here Creating TestDirector Project TestDirector Project can be created from the Project Tab in the Site Administrator Enter the Project Name here To Create a Project

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.

Project Customization Contd…. 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

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: IVS_TRAINING@infosys.com