UiPath Test Manager Connect

UiPath® Test Manager Connect offered by Planview® allows seamless integration between Test Manager and a multitude of Application Lifecycle Management (ALM) tools, through the Planview® Hub. Here are some benefits of using UiPath® Test Manager Connect in Planview® Hub:

• Synchronize testing artifacts between Test Manager and your desired ALM tool.
• Updates made in Test Manager reflect in the tool you synchronized with.
• Keep traceability of tests and requirements across various systems.

  For more information, visit the UiPath® Test Manager Connect guide from the Planview Hub documentation.

Note: Test Manager is designed to meet the requirements of the Public Sector. If you opt to integrate an instance of Planview Hub, make sure that this ALM environment aligns with the necessary security and Public Sector compliance standards.

Integrated ALM tools and Synchronization matrix

This table provides an overview of the most common integrations between UiPath® Test Manager and various ALM tools through Planview Hub. Each integration has its corresponding synchronization matrix, outlining the specific synchronization capabilities for each type of testing object.

Important: The following synchronization matrix merely provides an overview. The final scope of an integration is documented in detail within the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.

Defect creation in Test Manager is intentionally designed to be unidirectional. However, for existing artifacts, there is limited support available for bi-directional synchronization.

Legend

• <-> - The synchronization is bidirectional.
• -> - The synchronization is outbound, from Test Manager to the ALM tool.
• - Synchronization not supported.

Integration	Requirements	Defects	Test Cases	Test steps (manual)	Test Sets	Test Results	Assertions	Documentation
Microsoft Azure DevOps	<->	->	<->		<->	->		Microsoft Azure DevOps documentation
Broadcom Rally	<->	->	<->					Broadcom Rally documentation
Atlassian Jira Cloud	<->	->						Atlassian Jira Cloud documentation
Atlassian Jira Data Center	<->	->						Atlassian Jira Data Center documentation
MicroFocus ALM	<->	->	<->		<->	->		Microfocus ALM documentation
MicroFocus ALM Octane	<->	->	<->		<->	->		MicroFocus ALM Octane documentation
Mozilla Bugzilla		->						Mozilla Bugzilla documentation
Polarion ALM	<->	->	<->					Polarion ALM documentation
ServiceNow	NA	NA	NA		NA	NA		Considering the versatile nature of ServiceNow, a wide range of artifacts can be synchronized. For specific scenarios, please consult the documentation for further clarification.
SmartBear QA Complete	<->	->	<->					SmartBear QA Complete documentation
TestRail			<->		<->			TestRail documentation
Tricentis qTest	<->	->						Tricentis qTest documentation
Tricentis Tosca	<->		<->		<->	->		Tricentis Tosca documentation
Xray for Jira1			<->	<->	<->	->	->	Xray for Jira documentation
Zephyr Scale (TM4J)								NA
Zephyr Squad								NA

¹ - The XRay for Jira integration comes with certain limitations. These limitations are detailed in the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.

Licensing

UiPath Test Manager Connect licenses, provided by Planview, come bundled with your Test Manager platform license. Visit Licensing Test Manager, and go to the Platform license section for more information about this license type.

To use the cloud version of UiPath Test Manager Connect you need to request a cloud instance from the UiPath® sales team.

Installers

If you want to use the on-premises version of UiPath Test Manager Connect alongside cloud Test Manager, you can use the download links below.

Visit Customer Portal to download the Test Manager Connect installer.

Prerequisites

Before using UiPath® Test Manager Connect in Planview Hub, you need to make the following configuration settings:

• Create a new user account within your external tool, that should be used only for the integration with Tasktop Hub. Offer the needed permissions to artifacts inside your repository, such as Create, Read, Update, Delete (CRUD) permissions, or other permissions.
• Add an external application inside your UiPath® Admin portal. The generated Client ID and Client Secret are used for connecting your Test Manager instance to Planview Hub.
• Enable the following Application scopes in Test Manager, according to your use case:

Scope	Description
TM.Projects.Read	Projects read access
TM.Requirements	Requirements read and write access
TM.ObjectLabels	ObjectLabels read and write access
TM.Attachments	Attachments read and write access
TM.Users.Read	Users read access in Test Manager
TM.TestCases	TestCases read and write access
TM.TestExecutions	TestExecutions read and write access
TM.CustomFieldDefinitions.Read	CustomFieldDefinitions read access
TM.CustomFieldValues	CustomFieldValues read and write access
TM.TestSets	TestSets read and write access
TM.Defects	Defects read and write access

Follow the steps under the Connector Setup Details section.

Robot logs

You can download robot logs as a file using APIs, which you can then sync as an attachment to a work item in your ALM tool.

Additional resources

Learn how to integrate your Test Manager with your desired ALM tools, by checking out the following resources from the Planview Hub documentation:

• UiPath Test Manager Connect documentation guide
• Planview Hub Quick Start Guide