Getting started

Prerequisites

Log into your Automation Cloud^TM Public Sector organization as an administrator.

Licensing

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

• The Test Manager platform license: This allows you to add the Test Manager service to your organization.
• The Tester - Named User license: This allows you to open Test Manager and use it.

For more information about licenses and enabling them in your organization, visit 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 to check how to enable Test Manager in your tenant.

Allocate user licenses

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

To allocate Tester - Named User licenses:

1. Navigate to the Admin, and go to Licenses.
2. Go to the Users tab.
3. In the View Licenses section, check how many Tester - Named User 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. Select Tester - Named User.
     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. Select Tester - Named User.
     4. Select Save to confirm the license allocation.

Visit 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.

Conditions

• Administrative Test Manager functions such as, creating projects, Integrating Application Lifecycle Management tools, or defining custom fields can only be done by Test Manager Administrators.
• A user that is an organization administrator is also a Test Manager Administrator.
• An Test Manager Administrator also requires a Tester - Named User license for using Test Manager.
• 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.

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.
• If Studio is not yet activated or connected to your Orchestrator instance, see Activate Studio.

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.
   
   

   

   
   
4. Click Connect and log in using your Test Manager credentials.
5. Select your Default Project from the dropdown list.
   
   

   

   
   
6. Click 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.
• 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.

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

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

   

   
   
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.

     
     

     

     
     
4. Click 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, right-click the vertical ellipsis and select Edit on the project you want to update. You can change all project details except for the prefix.