SilkCentral Administration Module 2009 SP1. Help

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1 SilkCentral Administration Module 2009 SP1 Help

2 Borland Software Corporation 4 Hutton Centre Dr., Suite 900 Santa Ana, CA Copyright 2009 Micro Focus (IP) Limited. All Rights Reserved. SilkCentral Test Manager contains derivative works of Borland Software Corporation, Copyright Borland Software Corporation (a Micro Focus company). MICRO FOCUS and the Micro Focus logo, among others, are trademarks or registered trademarks of Micro Focus (IP) Limited or its subsidiaries or affiliated companies in the United States, United Kingdom and other countries. BORLAND, the Borland logo and SilkCentral Test Manager are trademarks or registered trademarks of Borland Software Corporation or its subsidiaries or affiliated companies in the United States, United Kingdom and other countries. All other marks are the property of their respective owners. October 2009 PDF 2

3 Getting Started Getting Started Concepts Introduction to SilkCentral Administration Module SilkCentral Architecture Welcome to SilkCentral Test Manager SilkCentral Issue Manager Access and Licensing Help on Help Procedures Configuring the Application Server Configuring Secure Connections with Microsoft IIS Specifying a Location for the Application Server Connecting to a Repository Enabling the TCP/IP Protocol for MS SQL Server Creating a New Repository Accessing an Existing Repository

4 Concepts Concepts Configuring the System Secure Web Server Connections with SSL Application Server Location SilkCentral Repositories Initial Login System Administrator Accounts Chart Server Location Mail Host Location SMS Host Settings PageGate Gateway Access SNMP Trap Notification System Proxies LDAP Authentication SilkPerformer Load-Test Agent Clusters Configuring the Application User Roles and Permissions User and Group Accounts Projects Project Templates Locations Execution Server Setup VMware Lab Manager Virtual Configurations Report Templates BIRT C 61 Audit Log Server Log Files.. 64 Task Management Tools Products and Platforms Value Lists Global Schedules 68 File Pool Time Zones Configuring Advanced Settings Login Options Service Manager. 73 Suspicious Execution Duration Date and Time Formats HTML Response Compression Host Name Display Log Levels CVS Repository Access using Ext Method (using PuTTY) Data Caching in Test Plan Unit JMX Measures for LQM Reporting Updater Execution Server Host Name Resolution

5 Procedures Procedures System Configuration. 87 Changing the Password of the System Administrator Account Configuring a System Proxy Configuring Access to the PageGate Gateway Configuring LDAP Integration Adding LDAP Servers Editing LDAP Servers Testing LDAP Servers Deleting LDAP Servers Configuring Load Test Agent Clusters Files Uploading Load Test Agent Cluster Files Deleting Load Test Agent Clusters Files Editing Load Test Agent Cluster Files Configuring Secure Connections with Microsoft IIS Applying for a Certificate to use SSL Applying the Certificate to IIS Configuring Secure Connections with Tomcat Web Server Configuring Settings for an SMS Host Configuring SNMP Trap Notification Connecting to a Repository Enabling the TCP/IP Protocol for MS SQL Server Creating a New Repository Accessing an Existing Repository Disconnecting from a SilkCentral Repository Logging in for the First Time Specifying a Location for the Mail Host Specifying Locations for Chart Servers Adding Chart Servers Editing Chart Servers Removing Chart Servers Application Configuration Integrating Task Management Tools Integrating VersionOne in Test Manager Managing Accounts and User Roles Maintaining Group Accounts Adding Group Accounts Deleting Group Accounts Editing Group Accounts Maintaining User Accounts Adding User Accounts Deleting User Accounts Editing User Accounts Maintaining User Roles Adding User Roles Copying User Roles Deleting User Roles Editing User Roles Managing Products and Platforms Downloading Report Templates Managing Builds Adding Builds

6 Editing Builds Deleting Builds Activating/Deactivating Builds Sorting the Builds List Managing Components Adding Components Editing Components Deleting Components Activating/Deactivating Components Sorting the Components List Managing Platforms Adding Platforms Editing Platforms Deleting Platforms Activating/Deactivating Platforms Sorting the Platforms List Managing Products Adding Products Editing Products Deleting Products Activating/Deactivating Products Sorting the Products List Managing Versions Adding Versions Editing Versions Deleting Versions Activating/Deactivating Versions Sorting the Versions List Managing the File Pool Uploading Files From SilkPerformer Uploading Files From a Browser Configuring Global Schedules Adding Global Schedules Editing Global Schedules Deleting Global Schedules Activating/Deactivating Global Schedules Scheduling Exclusions Scheduling Definite Runs Configuring Real Experience Monitoring Maintaining Value Lists Adding Value Lists Editing Value Lists Deleting Value Lists Activating/Deactivating Value Lists Sorting Values Within Value Lists Managing Custom Report Templates With BIRT Installing BIRT From SilkCentral Configuring BIRT For SilkCentral Establishing Database Access For a New Report Template Considerations for Adapting Existing Report Templates Uploading Report Templates Updating Report Sources Managing Locations Adding Locations Editing Locations

7 Deleting Locations Managing Projects Adding Projects Editing Projects Activating/Deactivating Projects Copying Projects Deleting Projects Managing Report Templates Downloading Report Templates Uploading Report Templates Updating Report Sources Setting and Editing Report Permissions and Associations Deleting Report Templates Setting Up Execution Servers Configuring Physical Execution Servers Working with VMware Lab Manager Creating New Execution-Server Keywords Assigning Keywords to an Execution Server Activating or Deactivating Execution Servers Deleting Execution Servers Using the Audit Log Viewing Server Log Files Analyzing Server Log Files Downloading Server Log Files Deleting Server Log Files Working with VMware Lab Manager Configuring Access to VMware Lab Manager Servers Configuring Virtual Execution Servers on VMware Lab Manager Advanced Configuration Using the SilkCentral Service Manager Managing Which SilkCentral Services Shall Be Running At System Start Starting or Stopping All SilkCentral Services Starting or Stopping Individual SilkCentral Services Starting The SilkCentral Execution Server As Windows Process Viewing Log Files From The SilkCentral Service Manager Console Accessing a CVS Repository using Ext Method (using PuTTY) Changing Log Levels of the SilkCentral Servers Configuring a Non-Standard SSL Port for Execution Servers Configuring Login Options Configuring the SilkCentral Test Manager Location in SilkCentral Issue Manager Configuring the LQM Reporting Updater Configuring the Report Update Interval Customizing Date and Time Formats Disabling The Caching of Host Name Resolutions Disabling Unused Ports Displaying or Hiding the Host Name in the Title Bar of Your Web Browser Enabling/Disabling HTML Response Compression Setting Maximum Number of MRU Reports Setting the Suspicious Execution Duration

8 Reference Reference User Interface Reference Database Settings Page Login Page Chart Servers Page Notification Page SMS Notification Page PageGate Gateway Settings Page SNMP Trap Settings Page System Proxy Page LDAP Servers Page Load Test Agent Clusters Page VMware Lab Manager Servers Page User Settings Page Group Settings Page Roles Settings Page Project Settings Page Copy Project Dialog Location Settings Dialog Execution Server Settings Page Report Templates Page Audit Log Page. 280 Front-end Server Log Page Application Server Log Page Execution Server Log Page Products Configuration Page Platform Configuration Page List of Values Configuration Page Schedules Configuration Page File Pool Page General Reference BIRT Data Source Settings Additional Settings for SilkTest Executions JMX Measures for Caching in Test Plan Unit JMX Measures for Monitoring the LQM Reporting Updater Configuring JMX Settings

9 Getting Started 9

10 Getting Started This section contains an overview of SilkCentral and its components. In This Section Concepts Topics in this section contain the concepts you need to get started using SilkCentral. Procedures Topics in this section contain the procedures you need to get started using SilkCentral. 10

11 Concepts Topics in this section contain the concepts you need to get started using SilkCentral. In This Section Introduction to SilkCentral Administration Module This section provides an overview of SilkCentral and its components. Help on Help Explains how information is organized in online Help. 11

12 Introduction to SilkCentral Administration Module The SilkCentral suite of products includes the applications SilkCentral Issue Manager (Issue Manager) and SilkCentral Test Manager (Test Manager). SilkCentral products, used individually or in combination, support the continuous and efficient quality assurance of your software development process. The Web-based products Issue Manager and Test Manager work together to deliver the information you require to make informed decisions about product readiness for shipment and live posting. They provide information on: Test coverage and results versus defined requirements Component- and system-level risk assessment metrics Defect tracking and closure data This information is vital for any person or group of people who are responsible for bringing a product or system into production. In This Section SilkCentral Architecture Provides an overview of SilkCentral's architecture. Welcome to SilkCentral Test Manager Manage your testing, from requirements management, through test planning, text execution, code analysis, and issue management with SilkCentral Issue Manager. SilkCentral Issue Manager SilkCentral Issue Manager, SilkCentral s issue-tracking tool, is fully integrated with Test Manager. Access and Licensing Provides a brief overview of how to license SilkCentral. 12

13 SilkCentral Architecture SilkCentral products are based on SilkCentral Architecture (SCA), which allows for common administration of Webbased products. The following sections describe the SilkCentral components. Overview Front-end server Application server Execution server Chart server Database server Overview Front-end server The front-end server is responsible for the graphical user interface. This server is based on HTML and is accessible from any Web browser, such as Internet Explorer or Firefox. A user sends an appropriate HTTP request to the frontend server and receives a login page for authentication. After successful login, the user can use the corresponding 13

14 application based on the respective user rights. The front-end server can operate as a stand-alone HTTP server, or it can be attached to a Web server, such as IIS via ISAPI filter. To prevent third-party users from accessing SilkCentral from unattended computers, for security reasons, SilkCentral terminates sessions once users have logged out or closed the browser for 30 minutes. SilkCentral then checks in the license. Application server The application server synchronizes tasks such as the distribution of schedules, control of execution servers, and management of database configuration. These tasks require a centralized agency to ensure the consistent, reliable behavior of the application. The application server also evaluates results, saves them to the database, and sends alerts based on success conditions. Execution server The execution server executes SilkTest and/or SilkPerformer tests that are scheduled by authorized users. Users are responsible for the proper configuration of execution servers and additional resources that are required for test executions. The system allows for the installation and configuration of multiple execution servers working independently of one another. Chart server The chart server is used to generate charts that are viewed in reports. The system allows for the configuration of a pool of chart servers. A built-in load balancing mechanism uses the pool to distribute chart generation. The chart server is also used to generate reports and deliver them directly to the end-user for viewing within a browser. Database server System persistency is implemented using a RDBMS (Relational Database Management System). SilkCentral supports MS SQL Server 2005 and 2008 (including Express), Oracle 9i (version or later), and Oracle 10g (We recommend version 10.2). Agent computers SilkPerformer and SilkTest agent computers are assigned to particular SilkPerformer / SilkTest projects from the pool of agent computers that are available to the controller computer. In combination with SilkCentral Test Manager, the controller computer acts as an execution server. SilkPerformer agents SilkPerformer agent computers host the virtual users that are run during load tests. As many agent computers as necessary can be added to a SilkPerformer project so that the required quantity of virtual users can be run. Configuration of agents is done via SilkPerformer. See SilkPerformer documentation for details on configuring agents. SilkTest agents The same rules that apply to SilkPerformer agents apply to SilkTest agents, except SilkTest agents host SilkTest tests. 14

15 Application Server Location Chart Server Location SilkCentral Repositories User Roles and Permissions Time Zones 15

16 Welcome to SilkCentral Test Manager As a key component of your complete testing solution, Test Manager s Requirements unit enables you to maintain control over system requirements during development: managing the creation, modification, and deletion of requirements; association of test definitions with requirements; change-history tracking; and the ability to generate test plans directly from requirement lists. As with all Test Manager functionality, the Requirements unit is 100% Web enabled and accessible through your Web browser. Test Manager s Test Plan unit enables you to maintain control over test planning across the system development lifecycle. The Test Plan unit allows you to create and manage test plans, including the definition of both automated (SilkPerformer, SilkTest, JUnit, NUnit, and Windows Scripting) tests and manual tests. Files and links can be uploaded and associated with test containers and definitions as attachments. Issues that are uncovered can easily be associated with the test definitions that led to their discovery. Full history of all changes to test plans is also tracked. The Test Execution unit enables you to configure test scenarios from the Test Plan unit and to schedule those scenarios for execution on your execution servers. Test definitions can be statically assigned to execution definitions or test definitions can be grouped dynamically using predefined filters on the Test Plan tree. Custom schedules can be defined for execution definitions, or predefined schedules can be used. The Code Analysis unit enables you to evaluate the degree to which the code of your AUT is covered by test cases. Intuitive histographs display the percentage of coverage provided for products, code packages, lines of code, class files, and methods. Code-coverage analysis enables you to make informed estimates regarding effort/cost and risk associated with specific code changes. SilkCentral Issue Manager 16

17 SilkCentral Issue Manager SilkCentral Issue Manager, SilkCentral s issue-tracking tool, is fully integrated with Test Manager, enabling you to correlate issues with system requirements and executed tests. Test-definition issues can be added and managed through the Issues tab in the Test Plan unit (Test Plan View). [See Managing Issues in the Issue Manager Help for details]. Note: StarTeam and IBM Rational ClearQuest are also supported by Test Manager out of the box. Additional issue tracking systems can be configured by installing a custom plug-in [see the SilkCentral Test Manager API documentation for detailed information]. SilkCentral Architecture 17

18 Access and Licensing SilkMeter, the licensing software that accompanies Silk products, determines the SilkCentral-application functionality that you may access. For more information on licensing, see the respective product s installation instructions. 18

19 Help on Help This section includes information about: SilkCentral Help Typographic Conventions Used in the Help SilkCentral Help SilkCentral Help includes conceptual overviews and procedural how-to's. This allows you to navigate from general to more specific information as needed. Additionally, the persistent navigation panes in the Help window make it easier to locate information. Conceptual Overviews The conceptual overviews provide information about product architecture, components, and other information you need to help you work with SilkCentral. At the end of most of the overviews, you will find links to related, more detailed information. An icon indicates that a link leads to a Web site. How-To Procedures The how-to procedures provide step-by-step instructions. All of the procedures are located under Procedures in the Content pane of the Help window. Additionally, most of the conceptual overviews provide links to the pertinent procedures. Typographic Conventions Used in the Help The following typographic conventions are used through the SilkCentral online Help. Convention Used to indicate Monospace type Source code and text that you must type. Boldface Italics References to dialog boxes and other user interface elements. Identifiers, such as variables. Italicized text is also used to emphasize new terms. A link to Web resources. 19

20 Procedures Topics in this section contain the tasks you need to get started with SilkCentral. In This Section Configuring the Application Server Describes the process of configuring the application server for SilkCentral. Connecting to a Repository Describes how to create a new database or connect to an existing database. 20

21 Configuring the Application Server After installing a SilkCentral application, there are a number of initial steps that must be performed by the system administrator before you can begin working with the software. The following procedure takes you through each of the necessary steps. Note: You must login as an administrator to perform the actions outlined in this Help. To configure the application server 1 Configuring Secure Connections with Microsoft IIS Tip: If you are not using an SSL connection to SilkCentral, proceed with the next step. Configuring Secure Connections with Microsoft IIS 2 Specifying a Location for the Application Server Specifying a Location for the Application Server Application Server Location SilkCentral Architecture Secure Web Server Connections with SSL Connecting to a Repository 21

22 Configuring Secure Connections with Microsoft IIS To use SilkCentral with Secure Sockets Layer (SSL), you must first obtain a certificate from a Certificate Authority and then apply the certificate to Internet Information Services (IIS). To apply for a certificate to use SSL and apply it to IIS 1 Apply for a certificate to use SSL: Applying for a Certificate to use SSL 2 Apply the certificate to IIS: Applying the Certificate to IIS Secure Web Server Connections with SSL Application Server Location Configuring the Application Server Configuring Secure Connections with Tomcat Web Server 22

23 Specifying a Location for the Application Server When you use the Standard Setup option for installing a SilkCentral application, you do not need to specify an application server location. Setup automatically configures the localhost to be the application server (see the application s installation instructions for more information regarding setup options). In this case you can skip this procedure. To specify a location for the application server 1 Once you have installed the SilkCentral software, connect to SilkCentral using a Web browser. Tip: If you installed ISAPI Web Server, use as the as the URL. Tip: If you installed the stand-alone Web Server, use //login as the URL (the stand-alone Web server uses port by default). You will receive a confirmation stating that the application server connection has not yet been defined. 2 Enter the Host or IP address and the Port of the application server (the computer where you installed SilkCentral s application server component). The default port is Click Login to proceed. If your specifications are correct and the respective computer is running with the installed software, you will be returned to the login page with the message Application server connected successfully. 4 The Database Administration page displays. Application Server Location Creating a New Repository Accessing an Existing Repository 23

24 Connecting to a Repository If this is a new installation, you need to set up a database (also known as a repository ). If this is an upgrade installation, you will probably want to connect to an existing repository. In This Section 1 If you are using MS SQL Server 2005 or MS SQL Server 2005 Express, you need to configure SQL Server to use the TCP/IP protocol. If you are using a different database system, please skip this step. Enabling the TCP/IP Protocol for MS SQL Server To set up a new database: Creating a New Repository 3 To connect to an existing database: Accessing an Existing Repository SilkCentral Repositories Disconnecting from a SilkCentral Repository Database Settings Page 24

25 Enabling the TCP/IP Protocol for MS SQL Server 2005 If you are using MS SQL Server 2005 or MS SQL Server 2005 Express, you need to configure SQL Server to use the TCP/IP protocol. If you are using a different database system, please skip this procedure. You need to verify the following settings on the computer hosting the SQL Server installation: The SQL Server Browser service must run on Windows. We recommend that you change the properties of this service to Startup type: Automatic (Windows Services settings can be found in Start Settings Control Panel Adminstrative Tools Services). The SQL Server must use the TCP/IP protocol. To enable the TCP/IP protocol for MS SQL Server Run the SQL Server Configuration Manager tool that comes with MS SQL Server In the displayed tree, select SQL Server 2005 Network Configuration Protocols for MSSQLSERVER. Tip: Select SQL Server 2005 Network Configuration Protocols for SQLEXRESS if you installed MS SQL Server Express. 3 In the pane to the right of the tree view, right-click TCP/IP and choose Enable. 4 Back in the tree view pane, select SQL Server 2005 Services. 5 In the pane to the right of the tree view, right-click SQL Server (MSSQLSERVER) (SQL Server (SQLEXPRESS) if you installed MS SQL Server Express) and select Restart from the context menu. SilkCentral Repositories Connecting to a Repository Creating a New Repository Accessing an Existing Repository 25

26 Creating a New Repository If this is a new installation, the next step is to set up a database (also known as a repository). Note: If you are currently connected to a SilkCentral database, you must disconnect from the database before you can create a new database. To create a new repository: 1 If you have already set up your SilkCentral application server, the Database Administration page will display in a browser window, and you can proceed to step 3 of this procedure. Tip: Alternatively, you can browse to your SilkCentral site with a Web browser (default URL is name>:<port>/login). Tip: When you use the Standard Setup option for installing SilkCentral, the Database Administration page displays immediately after you connect to the application. On the computer where the front-end server is installed, you can also select Start Programs Micro Focus SilkCentral Test Manager Test Manager Home Page. 2 If not already logged in, log in (admin is the default value for both the username and the password). Navigate to Administration System Database. 3 Enter the information for the new database, then click Connect. You can create a database on the locally installed Microsoft SQL Server 2008 Express, a locally installed MS SQL Server or Oracle installation, or on a network server that has MS SQL Server or Oracle installed. SilkCentral supports MSSQL Server 2005 and 2008 (including Express), Oracle 9i (version or later), and Oracle 10g (We recommend version 10.2). Tip: See the related reference topic for detailed information on the individual connection settings on this page. 4 The Create Database dialog box displays. To create a new database, you must provide the database administrator credentials. If you installed SilkCentral using the evaluation setup package, type sa in both the Username and Password text boxes, then click OK. Tip: If you are creating a local or network MS-SQL Server or Oracle database, enter the login information provided to you by your database administrator, then click OK. Note: This process can take up to a few minutes. 1 Enter a unique repository ID into the ALM Repository ID text box in the Create ALM Repository ID dialog box and click OK. 5 A Messages dialog box may display, informing you of servers that were found on the local computer and have automatically been added to the system configuration. Confirm this dialog box by clicking OK. If you receive a warning message stating Couldn't define localhost as Execution Server, you need to configure your execution servers manually. 6 You will be notified that the repository has been created successfully. Confirm the message by clicking OK. 7 The login page displays. Log in using your standard username and password (the default is admin/admin). Do not log in as a database administrator. Information about the currently connected database is displayed on the Database Administration page, but other available databases are not displayed anywhere in the 26

27 SilkCentral user interface. You must make a note of the database name for future reference. Your system is now ready for use. SilkCentral Repositories Connecting to a Repository Accessing an Existing Repository Logging in for the First Time Disconnecting from a SilkCentral Repository Database Settings Page Login Page 27

28 Accessing an Existing Repository To access an existing repository 1 Navigate to the Administration System Database page. If you are already connected to a repository, click Disconnect. A confirmation dialog box displays, asking you if you really want to disconnect from the current repository. Click Yes to disconnect. 2 Enter (or confirm) the information for the database, then click Connect. Tip: See the related reference topic for detailed information on the individual connection settings on this page. 1 If the repository has not yet been given an ALM repository ID, the Create ALM Repository ID dialog box displays. Enter a unique repository ID into the ALM Repository ID field on the Create ALM Repository ID dialog box and click OK. 3 After the database connection has been established, a confirmation message displays. Confirm the message by clicking OK. The SilkCentral login page displays. 4 Log in to SilkCentral (admin is the default value for both the username and password). After you log in, you should have access to SilkCentral. SilkCentral Repositories Creating a New Repository Connecting to a Repository Logging in for the First Time Database Settings Page Login Page 28

29 Concepts 29

30 Concepts This section contains all the conceptual topics. In This Section Configuring the System Topics in this section explain the basic settings to configure a running SilkCentral system. Configuring the Application This section contains conceptual information about user accounts, projects, locations and execution servers, and other common entities. Configuring Advanced Settings Topics in this section explain advanced settings to customize your SilkCentral system. 30

31 Configuring the System Topics in this section explain the basic settings to configure a running SilkCentral system. In This Section Secure Web Server Connections with SSL Explains the relationship between ISAPI, IIS, and SSL as related to secure Web server connections. Application Server Location Explains the basics of the SilkCentral application server. SilkCentral Repositories Explains the usage of a database (repository) in SilkCentral. Initial Login Once connected to a repository, you are ready to login using the default system administrator account. System Administrator Accounts Explains details about the default SuperUser account. Chart Server Location A chart server is a service that computes data and produces graphs. Mail Host Location To have reports ed to you to update you about results from your application, you must specify the location of your mail server. SMS Host Settings You may configure SilkCentral to send notifications of results from your application through Short Messaging Service (SMS). PageGate Gateway Access You may configure SilkCentral to send notifications of results from your application to a pager through PageGate Gateway. SNMP Trap Notification You may configure SilkCentral to send notifications of results from your application through SNMP trap messages. System Proxies Configure a system proxy to enable execution servers of a certain location to communicate with the application server through a proxy. LDAP Authentication Configure LDAP authentication to enable SilkCentral logins through an LDAP server. SilkPerformer Load-Test Agent Clusters Describes SilkPerformer load-test agent clusters and their support of dynamic workload assignment across multiple test agents. 31

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