test-suite
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Test Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Aug 13, 2024

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.

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: 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.
IntegrationRequirementsDefectsTest CasesTest steps (manual)Test SetsTest ResultsAssertionsDocumentation
Microsoft Azure DevOps<->-><->docs image<->->docs imageMicrosoft Azure DevOps documentation
Broadcom Rally<->->docs imagedocs imagedocs imagedocs imagedocs imageBroadcom Rally documentation
Atlassian Jira Cloud<->->docs imagedocs imagedocs imagedocs imagedocs imageAtlassian Jira Cloud documentation
Atlassian Jira Data Center<->->docs imagedocs imagedocs imagedocs imagedocs imageAtlassian Jira Data Center documentation
MicroFocus ALM<->-><->docs image<->->docs imageMicrofocus ALM documentation
MicroFocus ALM Octane<->-><->docs image<->->docs imageMicroFocus ALM Octane documentation
Mozilla Bugzilladocs image->docs imagedocs imagedocs imagedocs imagedocs imageMozilla Bugzilla documentation
Polarion ALM<->-><->docs imagedocs imagedocs imagedocs imagePolarion ALM documentation
ServiceNowNANANAdocs imageNANAdocs imageConsidering 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<->-><->docs imagedocs imagedocs imagedocs imageSmartBear QA Complete documentation
TestRaildocs imagedocs image<->docs image<->docs imagedocs imageTestRail documentation
Tricentis qTest<->->docs imagedocs imagedocs imagedocs imagedocs imageTricentis qTest documentation
Tricentis Tosca<->docs image<->docs image<->->docs imageTricentis Tosca documentation
Xray for Jiradocs imagedocs image<-><-><->-> ->Xray for Jira documentation
Zephyr Scale (TM4J)docs imagedocs imagedocs imagedocs imagedocs imagedocs imagedocs imageNA
Zephyr Squaddocs imagedocs imagedocs imagedocs imagedocs imagedocs imagedocs imageNA

Licensing

UiPath Test Manager Connect licenses, provided by Planview, come bundled with your Test Manager platform license.

You can download the on-premises version of UiPath Test Manager Connect from the UiPath Customer Portal. An on-premises license key comes with your Test Manager platform license.

Installers

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:
ScopeDescription
TM.Projects.ReadProjects read access
TM.RequirementsRequirements read and write access
TM.ObjectLabelsObjectLabels read and write access
TM.AttachmentsAttachments read and write access
TM.Users.ReadUsers read access in Test Manager
TM.TestCasesTestCases read and write access
TM.TestExecutionsTestExecutions read and write access
TM.CustomFieldDefinitions.ReadCustomFieldDefinitions read access
TM.CustomFieldValuesCustomFieldValues read and write access
TM.TestSetsTestSets read and write access
TM.DefectsDefects read and write access

Follow the steps under the Connector Setup Details section.

Functional limitations

Defect synchronization is not available.

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:

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