# Getting started

> Set up Test Manager in Automation Suite by provisioning the service, allocating user licenses, connecting Studio, and creating your first test project.

## Prerequisites

Log into your Automation Suite organization as an administrator.

Autopilot features are available in Test Manager only when delivered through Test Cloud for Automation Suite AKS, EKS, and OpenShift installations. To use Autopilot features, Integration Service and LLM Gateway must be enabled.

## Licensing

### Licensing for Test Manager in Automation Suite

To get started with Test Manager in Automation Suite, you need at least the following license types:

* The **Test Manager** service license: This allows you to add the Test Manager service to your organization.
* A user license with Test Manager access (e.g. **Tester - Named User**, **Automation Developer - Named User**): This allows you to open Test Manager and use it.
:::important
Test Manager administrators can access all tenant settings, irrespective of whether they hold a **Tester – Named User** license or not.
:::

For more information about Flex licensing and enabling it in your organization, refer to [Flex: Licensing Test Manager](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/flex-licensing-test-manager).

## Enable Test Manager for your tenant

To use Test Manager, first you need to provision the Test Manager service to the tenant where you want to use it.

Visit [Provisioning Services](https://docs.uipath.com/automation-suite/automation-suite/2.2510/admin-guide/managing-tenants-and-services#provisioning-services) to check how to enable Test Manager in your tenant.

## Allocate user licenses

Depending on the UiPath Platform interface you are currently using, you need to assign different user licenses. Test Manager in Automation Suite requires a **Tester - Named User** license, while Test Manager in Test Cloud requires either an **App Tester - Named User** or **App Test Developer - Named User** license.

After you enable Test Manager in your tenant, you have to allocate user licenses for users that need access to Test Manager.

:::important
Test Manager administrators can access all tenant settings, irrespective of whether they hold a **Tester – Named User** license or not.
:::

* Administrative Test Manager functions such as, [creating projects](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/getting-started-test-manager#creating-a-project), [Integrating Application Lifecycle Management tools](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/about-alm-tool-connectors#alm-tool-integration), or [defining custom fields](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/managing-custom-fields#creating-custom-fields) can only be done by Test Manager Administrators.
* A user that is an organization administrator is also a Test Manager Administrator.
* A Test Manager Administrator does not require a **Tester - Named User** license for using Test Manager or for accessing all tenant settings.
* To correctly sync results between Orchestrator and Test Manager, make sure the folder from which you are executing tests is available for the admin user. For more information, see [Roles](https://docs.uipath.com/orchestrator/automation-suite/2.2510/user-guide/default-roles).

To allocate user licenses:

1. Navigate to **Admin**, and go to **Licenses**.
2. Go to the **Users** tab.
3. In the **View Licenses** section, check how many licenses are available for your organization.
4. Depending on how you want to allocate licenses (for user or for a group of users), perform the following steps:
   * For users:
     1. Expand the **License Allocations to Users** section.
     2. For the desired user, select **Edit license allocation**.
     3. Based on the UiPath Platform interface that you are currently using, select one of the following:
        + Automation Suite: A user license with Test Manager access (e.g. **Tester - Named User**, **Automation Developer - Named User**).
        + Test Cloud: **App Tester - Named User** or **App Test Developer**.
     4. Select **Save** to confirm the license allocation.
   * For a group of users:
     1. Expand the **License Allocations to Users** section.
     2. For the desired group, select **Edit group allocation rule**.
     3. Based on the UiPath Platform interface that you are currently using, select one of the following:
        + Automation Suite: A user license with Test Manager access (e.g. **Tester - Named User**, **Automation Developer - Named User**).
        + Test Cloud: **App Tester - Named User** or **App Test Developer**.
     4. Select **Save** to confirm the license allocation.

Refer to [Allocating user licenses](https://docs.uipath.com/automation-suite/automation-suite/2.2510/admin-guide/allocating-user-licenses), to learn how to allocate user licenses in your organization.

:::important
Test Manager works with a provisioned service-level license at the organization level, while users need to have their licenses allocated. The license that you are going to allocate is going to be permanently assigned to your selected user.
:::

## Integrating with Studio

To complete the integration with Studio, you need to configure the Test Manager Settings.

:::important
* You need a Studio license.
For more information, see [About Licensing](https://docs.uipath.com/installation-and-upgrade/docs/studio-about-licensing).
* If Studio is not yet
activated or connected to your Orchestrator instance, see [Activate Studio](https://docs.uipath.com/studio/standalone/2.2510/user-guide/activating-your-studio-license).
:::

1. Open Studio and then start a new project or open a recent one.
2. In the **Design** ribbon, navigate to **Test Manager** > **Test Manager Settings**.
3. Go to **Test Manager Configuration** and enter your Test Manager URL.

   ![Test Manager Configuration with URL field in Studio](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-docs-image-126350-9ff5a2bf-6b7fa6bf.webp)
4. Select **Connect** and log in using your Test Manager credentials.
5. Select your **Default Project** from the dropdown list.

   ![Default Project selected in Studio Test Manager Settings](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-docs-image-127263-a247229f-7f3c0c7e.webp)
6. Select **OK** to save changes.

## Creating a project

The test project is composed of artifacts (e.g. requirements, test cases, test sets) that are targeted towards a joint testing goal. You can create an unlimited number of test projects.

### Conditions

* Projects are visible only to project creators and Administrators. To enable access to other users to your project, see [Managing users and groups](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/managing-users-and-groups#user-and-group-access-management).
* You can create an unlimited number of test projects.

### Who can create projects

Any user role can create a project, while only Administrators/Project Owners can edit or delete projects.

For more information see [User and Group Access Management](https://docs.uipath.com/test-manager/automation-suite/2.2510/user-guide/managing-users-and-groups#user-and-group-access-management).

### Navigation and search

To quickly find your test projects, use the search function, and the filters. Navigate within the page using and configuring the paginator. Alternatively, you can use the breadcrumb to navigate between the pages.

1. **Filter** - You have two filter tabs to choose from:
   * **All projects** - to list all test projects.
   * **Favorite projects** - to list only the test projects that have been marked as favorite.
2. **Search** - Use the search bar to find test projects by their name or prefix.

### Create project

Create a new test project to serve as the container for your requirements, test cases, and test sets, assigning it a unique name and prefix.

1. Log in to Test Manager.
2. In the **Home** page select **Create new project**.

   ![Create new project button on Test Manager home page](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-docs-image-125338-422d7c9c-4765e358.webp)
3. Configure your test project:
   * **Name** - Enter a name for your project.
   * **Prefix** - Enter a short identifier for your project. Choose 3-5 characters that are prepended to all artefact IDs within your project. The prefix cannot be changed later.
   * **Description** (Optional): Enter a description for your project.

     ![Create project form with Name, Prefix, and Description fields](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-docs-image-126421-b35eca37-a70ce9fe.webp)
4. Select **Create**. Your project is saved and you are redirected to the project dashboard.
   :::tip
   * You can mark your project as **Favorite** to have it at hand on the **Favorite projects** page.
   * To edit a project, open the context menu for the vertical ellipsis and select **Edit** on the project you want to update. You can change all project details except for the prefix.
   :::

## Documenting test cases with Task Capture

UiPath® Task Capture is a process discovery tool that helps you document your test cases to avoid manually downloading the images and typing titles for each of the included actions.

Working in the background, the tool captures the performed steps, takes screenshots with every mouse select, and collects smart data about the process statistics (execution time, number of steps, text entries, etc.). You can edit and annotate each screenshot and add information for each step.

Based on the captured data, UiPath® Task Capture builds a comprehensive Process Definition Document (PDD) in a `.ssp`, `.docx` and `.jpg` (diagram image) format that can be easily uploaded to Test Manager.

For more information, see [Task Capture Introduction](https://docs.uipath.com/task-capture/docs/introduction).

## Result

Test Manager is set up with the required licenses allocated, Studio connected, and the test project created. You can now start creating requirements, test cases, and test sets.