Getting started

Assign an Orchestrator instance to Test Manager

To start using your Test Manager, you need to install and enable the Test Automation module, as part of the Orchestrator installation process.

As part of the Test Manager installation process, you must provide an Orchestrator instance, through the Orchestrator URL that you want to connect Test Manager to. Visit Installation for more information about installing Test Manager.

Prerequisites

Log into your UiPath standalone product installations organization as an administrator.

Allocate user licenses

To access Test Manager, you need to ensure that after installing Test Manager you allocate at least one Testing Runtime license at the tenant level. Visit the Post-installation steps for Test Manager to learn more information.

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.

Document 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 click, 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.