Getting Started

In this section, you can build your testing portfolio and learn how to manage test cases and test sets in Test Manager, and document test cases through Task Capture:

• Managing Test Cases
• Documenting Test Cases
• Test Sets

Prerequisites

Log into your Automation Suite 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.