1. 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

2. 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

3. 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

4. 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.

5. 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

6. 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

7. 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

8. 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

9. Test Planning Contd…. Link tests to requirements
Ensures complete requirements coverage

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

11. 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.

12. 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

13. 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

14. 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

15. Reports and Graphs Monitor progress Support Decision making
Used for analysis
Monitor progress
Support Decision making
Filters & Sorting
Document Generator

16. 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?

17. 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

18. 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))

19. 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

20. 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

21. 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 .

22. 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

23. 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

24. 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”

25. Exporting Excel Data to TestDirector Contd…
Select the domain and the Project Code
Login with User ID
Select the tab

26. 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

27. 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

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

29. 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

30. 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.

31. 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.

32. 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

33. 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.

34. 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

35. 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

36. Questions?

37. 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: