HP Application Lifecycle Management

HP Appliction Lifecycle Mngement Softwre Version: 11.00 Tutoril Document Relese Dte: Novemer 2010 Softwre Relese Dte: Novemer 2010

Legl Notices Wrrnty The only wrrnties for HP products nd services re set forth in the express wrrnty sttements ccompnying such products nd services. Nothing herein should e construed s constituting n dditionl wrrnty. HP shll not e lile for technicl or editoril errors or omissions contined herein. The informtion contined herein is suject to chnge without notice. Restricted Rights Legend Confidentil computer softwre. Vlid license from HP required for possession, use or copying. Consistent with FAR 12.211 nd 12.212, Commercil Computer Softwre, Computer Softwre Documenttion, nd Technicl Dt for Commercil Items re licensed to the U.S. Government under vendor's stndrd commercil license. Copyright Notices Copyright 1992-2010 Hewlett-Pckrd Development Compny, L.P. Trdemrk Notices Adoe is trdemrk of Adoe Systems Incorported. Microsoft nd Windows re U.S registered trdemrks of Microsoft Corportion. Orcle is registered trdemrk of Orcle Corportion nd/or its ffilites. Acknowledgements This product includes softwre developed y the Apche Softwre Foundtion (http:// www.pche.org). This product includes softwre developed y the JDOM Project (http://www.jdom.org). 2

Documenttion Updtes The title pge of this document contins the following identifying informtion: Softwre Version numer, which indictes the softwre version. Document Relese Dte, which chnges ech time the document is updted. Softwre Relese Dte, which indictes the relese dte of this version of the softwre. To check for recent updtes, or to verify tht you re using the most recent edition of document, go to: http://h20230.www2.hp.com/selfsolve/mnuls This site requires tht you register for n HP Pssport nd sign-in. To register for n HP Pssport ID, go to: http://h20229.www2.hp.com/pssport-registrtion.html Or click the New users - plese register link on the HP Pssport login pge. You will lso receive updted or new editions if you suscrie to the pproprite product support service. Contct your HP sles representtive for detils. 3

Support Visit the HP Softwre Support we site t: http://www.hp.com/go/hpsoftwresupport This we site provides contct informtion nd detils out the products, services, nd support tht HP Softwre offers. HP Softwre online support provides customer self-solve cpilities. It provides fst nd efficient wy to ccess interctive technicl support tools needed to mnge your usiness. As vlued support customer, you cn enefit y using the support we site to: Serch for knowledge documents of interest Sumit nd trck support cses nd enhncement requests Downlod softwre ptches Mnge support contrcts Look up HP support contcts Review informtion out ville services Enter into discussions with other softwre customers Reserch nd register for softwre trining Most of the support res require tht you register s n HP Pssport user nd sign in. Mny lso require support contrct. To register for n HP Pssport ID, go to: http://h20229.www2.hp.com/pssport-registrtion.html To find more informtion out ccess levels, go to: http://h20230.www2.hp.com/new_ccess_levels.jsp 4

Tle of Contents Welcome to This Tutoril...7 How This Tutoril Is Orgnized...8 Before You Begin...10 Documenttion Lirry...11 Documenttion Lirry Guides...12 Additionl Online Resources...15 Lesson 1: Introducing HP ALM...17 The Appliction Lifecycle Mngement Process...17 Strting ALM...18 The ALM Window...21 The Mercury Tours Smple We Site...25 Lesson 2: Specifying Releses nd Cycles...29 Defining Releses nd Cycles...30 Viewing Releses nd Cycles...32 Lesson 3: Specifying Requirements...35 Defining Requirements...36 Viewing Requirements...41 Converting Requirements to Tests...45 Lesson 4: Plnning Tests...51 Developing Test Pln Tree...52 Designing Test Steps...54 Defining Test Prmeters...58 Defining Test Configurtions...61 Creting nd Viewing Coverge...65 Copying Test Steps...73 Generting Automted Test Scripts...75 5

Tle of Contents Lesson 5: Running Tests...77 Defining Test Sets...78 Adding Tests to Test Set...84 Scheduling Test Runs...88 Running Tests Mnully...96 Viewing nd Anlyzing Test Results...107 Running Tests Automticlly...115 Lesson 6: Adding nd Trcking Defects...117 How to Trck Defects...118 Adding New Defects...119 Mtching Defects...121 Updting Defects...122 Linking Defects to Tests...127 Creting Fvorite Views...129 Lesson 7: Alerting on Chnges...135 Triggering n Alert...136 Creting Follow Up Alerts...139 Lesson 8: Anlyzing ALM Dt...141 Generting Project Reports...142 Generting Predefined Stndrd Reports...148 Generting Grphs...151 Generting Dshord Pges...161 Lesson 9: Creting Lirries nd Bselines...165 Creting Lirries...166 Creting Bselines...168 Compring Bselines...170 Lesson 10: Customizing Projects...175 Strting Project Customiztion...176 Adding New Project User...179 Assigning User to User Group...182 Defining User-Defined Field...184 Creting Project List...186 Lesson 11: Conclusion...191 6

Welcome to This Tutoril Welcome to HP Appliction Lifecycle Mngement (ALM). ALM empowers IT to mnge the core ppliction lifecycle, from requirements through deployment, grnting ppliction tems the crucil visiility nd collortion needed for predictle, repetle, nd dptle delivery of modern pplictions. This tutoril is self-pced guide tht instructs you how to use the ALM ppliction to orgnize nd mnge ll phses of the ppliction lifecycle. To successfully complete this tutoril, you should perform the tutoril in the order in which the informtion is presented. Note: To lern how to work with the HP ALM Performnce Center Edition, refer to the HP ALM Performnce Center Quick Strt. 7

Welcome to This Tutoril How This Tutoril Is Orgnized This tutoril contins the following lessons: Lesson 1 Lesson 2 Lesson 3 Lesson 4 Lesson 5 Lesson 6 Lesson 7 Introducing HP ALM Introduces you to the ppliction lifecycle mngement process, nd fmilirizes you with the ALM user interfce nd the smple Mercury Tours We site. Specifying Releses nd Cycles Shows you how to define releses nd cycles nd monitor their progress nd qulity. Specifying Requirements Shows you how to define requirements, view the requirements tree, nd convert requirements to tests. Plnning Tests Shows you how to crete test pln tree, define test steps, define test configurtions, link test configurtions to requirements, nd utomte mnul tests. Running Tests Shows you how to define test sets, schedule test runs, nd run mnul nd utomted tests. Adding nd Trcking Defects Shows you how to dd new defects, updte defects, nd mnge defects. Alerting on Chnges Shows you how to keep trck of chnges mde to your requirements, tests, nd defects s you perform your project testing. 8

Welcome to This Guide Lesson 8 Lesson 9 Lesson 10 Lesson 11 Anlyzing ALM Dt Shows you how to monitor the ppliction lifecycle mngement process y creting reports nd grphs. Creting Lirries nd Bselines Shows you how to crete lirries nd selines, nd how to compre selines to trck chnges in your project. Customizing Projects Shows you how to set up project users, nd how to crete project fields nd lists. Conclusion Summrizes the ALM ppliction lifecycle mngement process nd suggests the steps to consider for ech phse. 9

Welcome to This Tutoril Before You Begin To work with this tutoril, consider the following specifictions: ALM Editions ALM_Demo Project Mercury Tours HP ALM is lso ville in three editions which provide susets of ALM functionlity HP Qulity Center Strter Edition, HP Qulity Center Enterprise Edition, nd HP ALM Performnce Center Edition. This tutoril ssumes tht you re working in HP ALM or HP Qulity Center Enterprise Edition. Some of the lessons nd exercises in this tutoril re not pplicle if you re working in HP Qulity Center Strter Edition. To determine which edition you re using, contct your ALM site dministrtor. Note: If you re working with the HP ALM Performnce Center Edition, refer to the HP ALM Performnce Center Quick Strt. The demo project is ville with the ALM Pltform 11.00 instlltion DVD nd is otined y importing the ALM_Demo.qcp file using Site Administrtion. For more informtion, refer to the HP Appliction Lifecycle Mngement Instlltion Guide. To ensure tht you get the sme results s the ones specified in this tutoril, mke sure tht you work on new copy of the ALM_Demo project. For more informtion, contct your ALM site dministrtor. By defult, the demo project is version control enled. This tutoril ssumes tht your demo project is version control enled. For more informtion on version control, refer to the HP Appliction Lifecycle Mngement User Guide. The Mercury Tours is smple ppliction tht simultes We-sed site for reserving flights, hotel rooms, cr rentls, cruises, nd vction dels. Mercury Tours is instlled during the instlltion of ALM on server mchine. For more informtion, refer to the HP Appliction Lifecycle Mngement Instlltion Guide. 10

Welcome to This Guide HP QuickTest Professionl HP Sprinter To run the utomted tests in this tutoril, QuickTest Professionl must e instlled. To integrte ALM with QuickTest Professionl, you must downlod nd instll the HP QuickTest Professionl dd-in nd the HP Qulity Center Connectivity dd-in from the HP Appliction Lifecycle Mngement Add-ins pge. For more informtion on ALM dd-ins, refer to the HP Appliction Lifecycle Mngement Instlltion Guide. To run mnul tests in this tutoril, you cn use Mnul Runner, HP Sprinter, or oth. For enhnced functionlity nd vriety of tools to ssist in the mnul testing process, run mnul tests with Sprinter. To run tests with Sprinter, downlod nd instll the Sprinter dd-in from the HP Appliction Lifecycle Mngement Add-ins pge. For more informtion on ALM dd-ins, refer to the HP Appliction Lifecycle Mngement Instlltion Guide. Documenttion Lirry The Documenttion Lirry is n online help system tht descries how to use ALM. You cn ccess the Documenttion Lirry in the following wys: Click Documenttion Lirry in the ALM Help menu to open the Documenttion Lirry home pge. The home pge provides quick links to the min help topics. Click Help on this pge in the ALM Help menu to open the Documenttion Lirry to the topic tht descries the current pge. 11

Welcome to This Tutoril Documenttion Lirry Guides The Documenttion Lirry consists of the following guides nd references, ville online, in PDF formt, or oth. PDFs cn e red nd printed using Adoe Reder, which cn e downloded from the Adoe We site (http://www.doe.com). Reference Using this Documenttion Lirry Wht s New? Product Feture Movies Redme Description Explins how to use the Documenttion Lirry nd how it is orgnized. Descries the newest fetures in the ltest version of ALM. To ccess, select Help > Wht's New. Short movies tht demonstrte the min product fetures. To ccess, select Help > Product Feture Movies. Provides lst-minute news nd informtion out ALM. Appliction Lifecycle Mngement Guides Guide HP ALM User Guide HP ALM Administrtor Guide HP ALM Tutoril Description Explins how to use ALM to orgnize nd execute ll phses of the ppliction life cycle mngement process. It descries how to specify releses, define requirements, pln tests, run tests, nd trck defects. Explins how to crete nd mintin projects using Site Administrtion, nd how to customize projects using Project Customiztion. A self-pced guide teching you how to use ALM to mnge the ppliction life cycle mngement process. 12

Welcome to This Guide Guide HP ALM Instlltion Guide HP Business Process Testing User Guide Description Descries the instlltion nd configurtion processes for setting up ALM Pltform. Explins how to use Business Process Testing to crete usiness process tests. ALM Performnce Center Guides Guide HP ALM Performnce Center Quick Strt HP ALM Performnce Center Guide HP ALM Performnce Center Instlltion Guide HP ALM Performnce Center Trouleshooting Guide HP Performnce Center of Excellence Best Prctices HP Performnce Monitoring Best Prctices Description A self-pced guide giving the Performnce Center user high level overview of creting nd running performnce tests. Explins to the Performnce Center user how to crete, schedule, run, nd monitor performnce tests. Explins to the Performnce Center dministrtor how to use L Mngement for overll l resource mngement, l settings mngement, nd system configurtion. Descries the instlltion processes for setting up Performnce Center Servers, Performnce Center Hosts nd other Performnce Center components. Provides informtion for trouleshooting prolems while working with HP ALM Performnce Center. Provides est prctices for successfully uilding nd operting Performnce Centers of Excellence. Provides est prctices for monitoring the performnce of pplictions under test. 13

Welcome to This Tutoril ALM Best Prctices Guide HP ALM Dtse Best Prctices Guide HP ALM Upgrde Best Prctices Guide HP ALM Business Models Module Best Prctices Guide Description Provides est prctices for deploying ALM on dtse servers. Provides methodologies for prepring nd plnning your ALM upgrde. Provides est prctices for working with the Business Models module. ALM API References Guide HP ALM Project Dtse Reference HP ALM Open Test Architecture API Reference HP ALM Site Administrtion API Reference HP ALM REST API Reference HP ALM Custom Test Type Guide Description Provides complete online reference for the project dtse tles nd fields. Provides complete online reference for the ALM COMsed API. You cn use the ALM open test rchitecture to integrte your own configurtion mngement, defect trcking, nd home-grown testing tools with n ALM project. Provides complete online reference for the Site Administrtion COM-sed API. You cn use the Site Administrtion API to enle your ppliction to orgnize, mnge, nd mintin ALM users, projects, domins, connections, nd site configurtion prmeters. Provides n online reference for the ALM REST-sed API. You cn use the REST API to ccess nd work with ALM dt. Provides complete online guide for creting your own testing tool nd integrting it into the ALM environment. 14

Welcome to This Guide Additionl Online Resources The following dditionl online resources re ville from the ALM Help menu: Prt Trouleshooting & Knowledge Bse HP Softwre Support HP Softwre We site Add-ins Pge Description Opens the Trouleshooting pge on the HP Softwre Support We site where you cn serch the Self-solve knowledge se. Choose Help > Trouleshooting & Knowledge Bse. The URL for this We site is http://h20230.www2.hp.com/trouleshooting.jsp. Opens the HP Softwre Support We site. This site enles you to rowse the Self-solve knowledge se. You cn lso post to nd serch user discussion forums, sumit support requests, downlod ptches nd updted documenttion, nd more. Choose Help > HP Softwre Support. The URL for this We site is www.hp.com/go/hpsoftwresupport. Most of the support res require tht you register s n HP Pssport user nd sign in. Mny lso require support contrct. To find more informtion out ccess levels, go to: http://h20230.www2.hp.com/new_ccess_levels.jsp To register for n HP Pssport user ID, go to: http://h20229.www2.hp.com/pssport-registrtion.html Opens the HP Softwre We site. This site provides you with the most up-to-dte informtion on HP Softwre products. This includes new softwre releses, seminrs nd trde shows, customer support, nd more. Choose Help > HP Softwre We site. The URL for this We site is www.hp.com/go/softwre. Opens the HP Appliction Lifecycle Mngement Addins Pge, which offers integrtion nd synchroniztion solutions with HP nd third-prty tools. 15

Welcome to This Tutoril 16

1 Introducing HP ALM ALM helps you orgnize nd mnge ll phses of the ppliction lifecycle mngement process, including defining releses, specifying requirements, plnning tests, executing tests, nd trcking defects. In this lesson, you will lern out: The Appliction Lifecycle Mngement Process on pge 17 Strting ALM on pge 18 The ALM Window on pge 21 The Mercury Tours Smple We Site on pge 25 The Appliction Lifecycle Mngement Process The ppliction lifecycle mngement process with ALM includes the following phses: Phse Relese Specifictions Requirement Specifictions Description Develop relese-cycle mngement pln to help you mnge ppliction releses nd cycles efficiently. Define requirements to meet your usiness nd testing needs. 17

Lesson 1 Introducing HP ALM Phse Test Plnning Test Execution Defect Trcking Description Bsed on the project requirements, you cn uild test plns nd design tests. Crete suset of the tests in your project designed to chieve specific test gols. Execute scheduled tests to dignose nd resolve prolems. Sumit defects nd trck their repir progress. Throughout the process, you cn generte reports nd grphs to ssist you in go/no-go decisions out your ppliction rediness. Strting ALM Strt ALM from your We rowser using the HP ALM URL. To strt ALM: 1 Verify tutoril prerequisites. Before you egin the lessons in this tutoril, verify tht you hve the pproprite prerequisites. For more informtion, see "Before You Begin" on pge 10. 2 Open the Appliction Lifecycle Mngement Options window. Open your We rowser nd type your ALM URL: http://<alm Pltform server nme>[<:port numer>]/qcin. Contct your system dministrtor if you do not hve the correct pth. 18

Lesson 1 Introducing HP ALM The HP Appliction Lifecycle Mngement Options window opens. 3 Open ALM. Click the Appliction Lifecycle Mngement link. Ech time ALM is run, it checks the version. If it detects newer version, it downlods the necessry files to your mchine. Notes: Windows Vist nd 7: If you do not hve dministrtor privileges on your mchine, nd Security Wrning displys, click Don t Instll. You will e redirected to the Instll screen. If file downlods re prohiited y your rowser, you cn instll these files y using the HP ALM Client MSI Genertor Add-in on the More HP Appliction Lifecycle Mngement Add-ins pge. For more informtion on dd-ins, refer to the HP Appliction Lifecycle Mngement Instlltion Guide. 19

Lesson 1 Introducing HP ALM The ALM Login window opens. 4 Type user nme nd uthenticte. In the Login Nme ox, type lex_lm. Skip the Pssword ox. A pssword ws not ssigned. Click the Authenticte utton. ALM verifies your user nme nd pssword nd determines which domins nd projects you cn ccess. 5 Log in to the project. In the Domin list, select DEFAULT. In the Project list, select ALM_Demo. If more thn one ALM_Demo project is listed, contct your ALM site dministrtor to determine which project to use. Click the Login utton. The first time you run ALM, the Welcome pge opens. From the Welcome pge, you cn directly ccess the ALM documenttion nd feture movies. 20

Lesson 1 Introducing HP ALM When you log in to project, the ALM min window opens nd displys the module in which you were lst working. In the upper-right corner of the window, the domin nme, project nme, nd your user nme re displyed. The ALM Window In this exercise, you will explore the ALM modules nd their common elements. You will lso lern how to nvigte the online help. To explore the ALM window: 1 Explore the ALM modules. Click the following sider uttons: Button Description Includes the following modules: Anlysis View. Enles you to crete grphs, reports, nd Excel reports. Dshord View. Enles you to crete dshord pges, in which you cn view multiple grphs in single disply. Includes the following modules: Releses. Enles you to define releses nd cycles for the ppliction mngement process. Lirries. Enles you to define lirries to trck chnges in your project, reuse entities in project, or shre entities cross multiple projects. Includes the following modules: Requirements. Enles you to mnge requirements in hierrchicl tree-structure. Requirements cn e linked to other requirements, tests, or defects. Business Models. Enles you to import usiness process models, nd test the qulity of the models nd their components. Access to this module is dependent on your ALM license. 21

Lesson 1 Introducing HP ALM Button Description Includes the following modules: Test Resources. Enles you to mnge test resources in hierrchicl tree-structure. Test resources cn e ssocited with tests. Business Components. Depending on your ALM license, you my lso hve ccess to the Business Components module. This module enles suject mtter experts to drive the qulity optimiztion process using Business Process Testing, the HP test utomtion solution. For more informtion, refer to the HP Business Process Testing User Guide. Test Pln. Enles you to develop nd mnge tests in hierrchicl tree-structure. Tests cn e linked to requirements nd defects. Test L. Enles you to mnge nd run tests. After running tests, you cn nlyze the results. Enles you to dd defects, determine repir priorities, repir open defects, nd nlyze the dt. 2 Explore the common ALM elements. All the ALM modules hve common elements. For exmple, click the Defects sider utton. 22

Lesson 1 Introducing HP ALM Ech of the ALM modules contins the following key elements: ALM common toolr. This toolr is ccessile from ll modules nd contins the following uttons: Button Description Nvigtes to your previous/next view in ALM. Includes commnds tht you cn run from ech of the ALM modules. Enles you to open the HP Appliction Lifecycle Mngement Documenttion Lirry nd other dditionl online resources. It lso enles you to disply version informtion for ech ALM client component. For more informtion, see "Documenttion Lirry" on pge 11 nd "Additionl Online Resources" on pge 15. <domin, project, user> Detils of the current domin, project, nd user. Logs you out of your current project nd returns you to the Appliction Lifecycle Mngement Login window. Module menu r. Displys the menus from which you select commnds in the current ALM module. Module toolr. This is locted elow the menu r. It contins uttons for frequently used commnds in the current ALM module. 3 View ALM help topics. To view the help topic of the Defects module window, click the Defects sider utton. The Defects module is displyed. Choose Help > Help on this pge. The help topic opens in seprte window. To disply the nvigtion pne, which includes the Contents, Serch, nd Fvorites ts, click the Serch nd Nvigte utton. The nvigtion pne is displyed on the left side of the pge. 23

Lesson 1 Introducing HP ALM c To view the Appliction Lifecycle Mngement Documenttion Lirry home pge, in the Contents t, click Home. The Documenttion Lirry home pge opens. The Documenttion Lirry consists of guides nd references, ville online, in PDF formt, or oth. d e Under the Contents t, click the Using This Documenttion Lirry link. The Using This Documenttion Lirry section descries how to nvigte, use, updte nd print the HP ALM guides. It lso descries dditionl ville resources. Click the Close utton. 24

Lesson 1 Introducing HP ALM The Mercury Tours Smple We Site Mercury Tours is the smple We ppliction used in this tutoril. It simultes We-sed ppliction for reserving flights, hotel rooms, cr rentls, cruises, nd vction dels. Before continuing with the tutoril, fmilirize yourself with this ppliction. To explore Mercury Tours: 1 Open the Mercury Tours ppliction. Open seprte instnce of your We rowser, nd type this URL: http://<alm Pltform server nme>[<:port numer>]/mtours The Mercury Tours home pge opens. 25

Lesson 1 Introducing HP ALM 2 Register with Mercury Tours. Click Register. The Register pge opens. c Under User Informtion, enter ny user nme nd pssword, nd confirm your pssword. (Other informtion is not required.) Click Sumit. Mercury Tours confirms your registrtion. 26

Lesson 1 Introducing HP ALM 3 Log on to Mercury Tours. Click Sign-on. The Sign-on pge opens. 27

Lesson 1 Introducing HP ALM Type your registered user nme nd pssword. Click Sumit. The Flight Finder pge opens. 4 Reserve flight. Follow the on-screen instructions to reserve flight. 5 End your Mercury Tours session. Click Sign-off. 28

2 Specifying Releses nd Cycles You egin the ppliction lifecycle mngement process y specifying releses nd cycles. A relese represents group of chnges in one or more pplictions tht will e ville for distriution t the sme time. Ech relese cn contin numer of cycles. A cycle represents development nd QA cycle sed on the project timeline. The releses nd cycles hve defined strt nd end dtes. You cn orgnize nd trck your upcoming releses y defining hierrchicl relese tree contining releses nd cycles. In this lesson, you will dd relese to n existing relese tree, nd then dd cycles to the relese. ALM Editions: This lesson is not ville for Qulity Center Strter Edition. In this lesson, you will lern out: Defining Releses nd Cycles on pge 30 Viewing Releses nd Cycles on pge 32 29

Lesson 2 Specifying Releses nd Cycles Defining Releses nd Cycles In this exercise, you will define relese nd then dd cycles to the relese. Releses nd cycles ech hve strt dtes nd end dtes. The dte rnge for cycle must e contined within the dte rnge of the relese. To define relese nd its cycles: 1 Open the ALM_Demo project. If the ALM_Demo project is not lredy open, log in to the project. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Releses module. On the ALM sider, under Mngement, select Releses. 3 Crete new relese folder. c d In the releses tree, select the root Releses folder. Click the New Relese Folder utton. The New Relese Folder dilog ox opens. In the Relese Folder Nme ox, type Service Pcks. Click OK. The Service Pcks relese folder is dded to the releses tree. In the Description ox in the right pne, type the following description for the relese folder: This folder contins service pck releses. 4 Add relese. In the releses tree, mke sure tht the new Service Pcks relese folder is selected. Click the New Relese utton. The New Relese dilog ox opens. c In the Nme ox, type Service Pck 1. d e f In the Strt Dte ox, click the down rrow nd select yesterdy s dte. In the End Dte ox, click the down rrow nd select the dte two months from tody s dte. In the Description ox, type the following description for the relese: This relese is the first service pck relese. Click OK. The Service Pck 1 relese is dded to the Service Pcks relese folder. 30

Lesson 2 Specifying Releses nd Cycles 5 Add cycle to the relese. c d e f In the releses tree, mke sure tht the Service Pck 1 relese is selected. Click the New Cycle utton. The New Cycle dilog ox opens. In the Nme ox, type Cycle 1 - New Fetures. In the Strt Dte ox, click the down rrow nd select yesterdy s dte. In the End Dte ox, click the down rrow nd select the dte month from tody s dte. In the Description ox, type the following description for the cycle: This cycle tests new fetures dded for this service pck. Click OK. The Cycle 1 - New Fetures cycle is dded to the Service Pck 1 relese. 6 Add second cycle to the relese. c d e In the releses tree, right-click the Service Pck 1 relese nd choose New Cycle. The New Cycle dilog ox opens. In the Nme ox, type Cycle 2 - Full. In the Strt Dte ox, click the down rrow nd select the dte one month nd dy from tody s dte. In the End Dte ox, click the down rrow nd select the dte two months from tody s dte. In the Description ox, type the following description for the cycle: This cycle fully tests ll ppliction fetures. Click OK. The Cycle 2 - Full cycle is dded to the Service Pck 1 relese. 31

Lesson 2 Specifying Releses nd Cycles Viewing Releses nd Cycles You cn view the sttus of your releses nd cycles. ALM shows high-level overview of the progress of the currently selected relese or cycle. It lso shows the numer of defects opened over the course of the currently selected relese or cycle. You cn lso view the numer of outstnding defects. In this exercise you will lern how to disply the progress nd grphs of selected relese nd cycle. To view releses nd cycles: 1 Mke sure the Releses module is displyed. On the ALM sider, under Mngement, select Releses. 2 Disply the Progress grph for the Service Pck 1 relese. In the releses tree, select the Service Pck 1 relese, locted in the Service Pcks relese folder. In the right pne, click the Sttus t. The Progress t is displyed y defult. 32

Lesson 2 Specifying Releses nd Cycles The Progress t displys the progress of the relese sed on requirement coverge, elpsed nd remining time, nd ctul nd remining test instnces to run. As you hve not yet creted requirements or tests, the informtion in the Coverge Progress grph indictes 0% progress. 3 Disply the Progress grph for cycle. In the releses tree, select the Cycle 1 - New Fetures cycle, locted in the Service Pck 1 relese. In the right pne, click the Progress t. You cn see tht the informtion ville is similr to tht ville for the relese, ut t the cycle level. As in the cse of the relese, you hve not yet creted requirements nd tests, therefore the informtion in the Coverge Progress grph indictes 0% progress. 33

Lesson 2 Specifying Releses nd Cycles 34

3 Specifying Requirements Requirements descrie in detil wht needs to e solved or chieved to meet the ojectives of your ppliction under development. You define the requirements in ALM y creting requirements tree in the Requirements module. This is hierrchiclly grphicl representtion of your requirements. You cn group nd sort requirements in the tree, monitor the progress in meeting requirements, nd generte detiled reports nd grphs. In this lesson, you will crete requirements in n existing requirements tree. You will then ssign the requirements to cycle in the releses tree. You will lso lern how to convert requirements to tests. In this lesson, you will lern out: Defining Requirements on pge 36 Viewing Requirements on pge 41 Converting Requirements to Tests on pge 45 35

Lesson 3 Specifying Requirements Defining Requirements In this exercise, you will define requirements for testing the functionlity of reserving cruises in Mercury Tours. ALM Editions: If you re using Qulity Center Strter Edition, multiple requirement types re not supported. In ddition, fields nd commnds relted to cycles nd releses re not ville. To define requirement: 1 Open the ALM_Demo project. If the ALM_Demo project is not lredy open, log in to the project. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Requirements module. On the ALM sider, under Requirements, select Requirements. Choose View > Requirements Tree to disply requirements in tree. 3 Select the Mercury Tours Appliction requirement. Expnd the Requirements root requirement nd select the Mercury Tours Appliction requirement. 36

Lesson 3 Specifying Requirements 4 Crete new requirement. Click the New Requirement utton. The New Requirement dilog ox opens. c In the Requirement Nme ox, type Cruise Reservtion. In the Requirement Type ox, select Functionl. Ech requirement elongs to requirement type. The requirement type to which requirement elongs determines which fields re ville for the requirement. Your project dministrtor cn modify existing types nd dd new types. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. 37

Lesson 3 Specifying Requirements d e f In the Detils t, type or select the following: Priority: 4-Very High Product: Mercury Tours We Site Click Sumit. Click Close to close the New Requirement dilog ox. The Cruise Reservtion requirement is dded to the requirements tree under the Mercury Tours Appliction requirement. 5 Add the Cruise Serch child requirement. c d In the requirements tree, mke sure tht the new Cruise Reservtion requirement is selected. Click the New Requirement utton to dd requirement elow Cruise Reservtion. The New Requirement dilog ox opens. In the Requirement Nme ox, type Cruise Serch. In the Requirement Type ox, select Functionl. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. e f g In the Detils t, type or select the following: Priority: 4-Very High Product: Mercury Tours We Site Click Sumit. Click Close to close the New Requirement dilog ox. The Cruise Serch requirement is dded s child of the Cruise Reservtion requirement. 38

Lesson 3 Specifying Requirements 6 Add the Cruise Booking child requirement. c d In the requirements tree, mke sure tht the Cruise Reservtion requirement is selected. Click the New Requirement utton to dd requirement elow Cruise Reservtion. The New Requirement dilog ox opens. In the Requirement Nme ox, type Cruise Booking. In the Requirement Type ox, select Functionl. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. e f g In the Detils t, type or select the following: Priority: 4-Very High Product: Mercury Tours We Site Click Sumit. Click Close to close the New Requirement dilog ox. The Cruise Booking requirement is dded s child of the Cruise Reservtion requirement. 39

Lesson 3 Specifying Requirements 7 Assign the requirements to cycle. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. In the requirements tree, select Cruise Reservtion. Choose Requirements > Assign to Cycle. The Select Cycles dilog ox opens. c d e Locte the Service Pcks releses folder. Under Service Pck 1, select the check ox for the Cycle 1 - New Fetures cycle. Click OK to close the releses tree. Click Yes to ssign the cycle to the requirement nd its surequirements. 40

Lesson 3 Specifying Requirements 8 Assign dditionl requirements to cycle. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. c d In the requirements tree, under Mercury Tours Appliction, select Online Trvel Booking Services. Choose Requirements > Assign to Cycle. In the Select Cycles dilog ox, locte the Service Pcks releses folder. Under Service Pck 1, select the check ox for the Cycle 1 - New Fetures cycle. Click OK. Version Control: If the Check Out dilog ox opens, click OK. Click Yes to ssign the cycle to the requirement nd its surequirements. Viewing Requirements You cn chnge the wy requirements re displyed. In this exercise, you will lern how to zoom in nd out of the requirements tree, rerrnge the requirement order, nd disply nd filter requirements in the requirements grid. To view requirements: 1 Mke sure the Requirements module is displyed. If the Requirements module is not displyed, on the ALM sider, under Requirements, select Requirements. Choose View > Requirements Tree to disply requirements in tree. 41

Lesson 3 Specifying Requirements 2 Zoom in nd out of the requirements tree. Select Cruise Reservtion in the requirements tree. To zoom in, click the Zoom rrow nd choose Zoom In. The requirements tree displys only the child requirements of Cruise Reservtion. c To reverse the zoom-in ction nd disply the entire requirements tree, click the Zoom rrow nd choose Zoom Out To Root. 3 Rerrnge the order of requirements in the requirements tree. ALM dds requirements to the requirements tree in order of cretion. To rerrnge the order, select the Cruise Serch requirement nd click the Move Down utton. The Cruise Serch requirement moves down elow the Cruise Booking requirement. 4 View requirements in the requirements grid. Choose View > Requirements Grid to disply requirements in flt nonhierrchicl view. Ech line in the grid displys seprte requirement. 42

Lesson 3 Specifying Requirements 5 Define filter to view requirements creted on specific dte. Click the Filter utton. The Filter dilog ox opens. 43

Lesson 3 Specifying Requirements For the Cretion Dte field, click the Filter Condition ox. Click the down rrow utton. The Select Filter Condition dilog ox opens, displying tody s dte in the clendr. c d e f Select the dte on which you dded requirements. Click OK to close the Select Filter Condition dilog ox. Click OK to pply your chosen filter. The Requirements Grid displys the requirements you dded. 44

Lesson 3 Specifying Requirements Converting Requirements to Tests After you crete the requirements tree, you cn use the requirements s sis for defining your test pln tree in the Test Pln module. You cn use the Convert to Tests wizrd to ssist you when designing your test pln tree. The wizrd enles you to convert selected requirements or ll requirements in the requirements tree to sujects or tests in the test pln tree. In this exercise, you will convert the Cruise Reservtion requirement to suject in the test pln tree, nd the child requirements of Cruise Reservtion to tests in the Cruise Reservtion suject folder. To convert requirement to test: 1 Mke sure the Requirements module is displyed. If the Requirements module is not displyed, on the ALM sider, under Requirements, select Requirements. 2 Select requirement. Choose View > Requirements Tree to disply requirements in tree. In the requirements tree, select Cruise Reservtion. 45

Lesson 3 Specifying Requirements 3 Open the Convert to Tests wizrd. Choose Requirements > Convert to Tests. The Step 1 dilog ox opens. 4 Choose n utomtic conversion method. Select the second option, Convert lowest child requirements to tests, to convert the selected requirement to suject folder, nd its surequirements to tests. 46

Lesson 3 Specifying Requirements 5 Strt the conversion process. Click Next to egin converting the requirements. When the conversion process is complete, the results re displyed in the Step 2 dilog ox. 47

Lesson 3 Specifying Requirements Click Next. The Step 3 dilog ox opens. 6 Choose the destintion suject pth. In the Destintion Suject Pth ox, click the rowse utton. The Select Destintion Suject dilog ox opens. If ny filters re pplied, click the Set Filter/Sort rrow nd choose Cler Filter/Sort. Click OK to confirm. 48

Lesson 3 Specifying Requirements c In the test pln tree, select the Cruises suject. d Click OK to close the Select Destintion Suject dilog ox. The Destintion Suject Pth ox now indictes this pth: 7 Finlize the conversion process. Click Finish. The Required Test Fields dilog ox opens nd displys the missing required fields of the Cruise Booking test. 49

Lesson 3 Specifying Requirements 8 Specify the required test fields. c d Select the following: Level: Bsic Priority: 4-Very High Reviewed: Reviewed Click OK. The Required Test Fields dilog ox reopens nd displys the missing required fields of the Cruise Serch test. Select the sme vlues entered for the Cruise Booking test. Click OK. Click OK to close Convert to Tests wizrd. 9 View the tests in the test pln tree. c d On the ALM sider, under Testing, select Test Pln. Choose View > Test Pln Tree to disply the test pln tree. Expnd Cruises. The test pln tree displys Cruise Reservtion under Cruises. Expnd Cruise Reservtion. The test pln tree displys the Cruise Booking nd Cruise Serch tests. 50

4 Plnning Tests After you define your requirements, you need to determine your testing gol nd outline the strtegy for chieving your gol. After you determine your testing gol, you uild test pln tree, which hierrchiclly divides your ppliction into testing units, or sujects. For ech suject in the test pln tree, you define tests tht contin steps. For ech test step, you specify the ctions to e performed on your ppliction nd the expected result. ALM enles you to use the sme test to test different use-cses, ech with its own test configurtion. Ech test configurtion uses different set of dt. You define the dt y dding test prmeter vlues for ech test configurtion. A test prmeter is vrile tht cn e ssigned vlue. When you crete test, single test configurtion with the sme nme s the test is creted simultneously. You cn crete s mny dditionl test configurtions s needed. It is essentil tht the tests in your test pln comply with your requirements. To help ensure complince throughout the ppliction lifecycle mngement process, dd coverge etween tests nd requirements. For finer grnulrity, you dd coverge etween test configurtions nd requirements. 51

Lesson 4 Plnning Tests In this lesson, you will lern out: Developing Test Pln Tree on pge 52 Designing Test Steps on pge 54 Defining Test Prmeters on pge 58 Defining Test Configurtions on pge 61 Creting nd Viewing Coverge on pge 65 Copying Test Steps on pge 73 Generting Automted Test Scripts on pge 75 Developing Test Pln Tree The typicl ppliction is too lrge to test s whole. The Test Pln module enles you to divide your ppliction ccording to functionlity. You divide your ppliction into units, or sujects, y creting test pln tree. The test pln tree is grphicl representtion of your test pln, displying your tests ccording to the hierrchicl reltionship of their functions. After you define sujects in the tree, you decide which tests to crete for ech suject, nd dd them to the tree. In this exercise, you will dd suject nd test to the test pln tree in the Test Pln module. To develop test pln tree: 1 Open the ALM_Demo project. If the ALM_Demo project is not lredy open, log in to the project. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Test Pln module. On the ALM sider, under Testing, select Test Pln. 52

Lesson 4 Plnning Tests 3 Add suject folder to the test pln tree. c Select the Suject folder nd click the New Folder utton. The New Folder dilog ox opens. In the Folder Nme ox, type Pyment Methods. Click OK. The new folder is dded to the test pln tree. In the Description t in the right pne, type description of the suject: This folder contins tests tht verify the pyment methods. 4 Add test to the suject folder. Select the Pyment Methods folder nd click the New Test utton. The New Test dilog ox opens. c d In the Test Nme ox, type nme for the test: Credit Crds. In the Test Type ox, select MANUAL to crete mnul test. In the Detils t, select the following: Level: Bsic Reviewed: Not Reviewed Priority: 4-Very High 53

Lesson 4 Plnning Tests e f In the Description t, type description for the test: The test verifies credit crd types. Click OK. The new test is dded to the test pln tree under the Pyment Method folder. Designing Test Steps After you dd test to the test pln tree nd define sic test informtion, you define test steps detiled, step-y-step instructions tht specify how to execute the test. A step includes the ctions to e performed on your ppliction nd the expected results. You cn crete test steps for oth mnul nd utomted tests. For mnul tests, you complete test plnning y designing the test steps. Using your pln, you cn egin test execution immeditely. For utomted tests, you crete utomted test scripts using HP testing tools, custom testing tools, or third-prty testing tools. In this exercise, you dd test steps to the Credit Crds test. This test verifies the credit crd type used to ook flight. To design test step: 1 Mke sure the Test Pln module is displyed. If the Test Pln module is not displyed, on the ALM sider, under Testing, select Test Pln. 54

Lesson 4 Plnning Tests 2 Disply the Credit Crds test. Expnd the Pyment Methods folder, nd select the Credit Crds test. 3 Open the Design Step Detils dilog ox. Click the Design Steps t. Click the New Step utton. The Design Step Detils dilog ox opens. In the Step Nme ox, step nme is displyed. The defult nme is the sequentil numer of the test step. 4 Define the first test step. In the Design Step Detils dilog ox, type the following: Step Nme: Step 1: Log in to Mercury Tours. Description: 1. Enter URL. 2. Log in. Expected Result: User is logged in to Mercury Tours. 55

Lesson 4 Plnning Tests 5 Add the remining test steps. Click the New Step utton to open the Design Step Detils dilog ox nd type the following test steps: Step Nme Description Expected Result Step 2: Select flight destintion. Step 3: Enter deprture nd return flight. Step Nme: Step 4: Enter pssenger detils. Step 5: Enter credit crd detils. Step 6: Enter ddresses. Step 7: Completing the purchse. 1 Click the Flights utton. 2 Enter flight detils nd preference. 3 Click Continue. Select deprture nd return flights. Click Continue. Enter first nme, lst nme, nd mel preference. 1 Enter credit crd type. 2 Enter credit crd numer. 3 Enter expirtion dte. Enter illing nd delivery ddresses. Click Secure Purchse. Flight detils nd preference re entered. The flights re selected. Pssenger detils re entered. Credit crd detils re entered. Addresses re entered. Purchse completed. Step 8: Log out. Click the Log Out utton. User logs out of Mercury Tours. 56

Lesson 4 Plnning Tests 6 Close the Design Step Detils dilog ox. Click OK. The Design Steps t displys the design steps. 57

Lesson 4 Plnning Tests Defining Test Prmeters To increse the flexiility of your tests, you cn dd prmeters to your tests. This enles you to run the sme test repetedly with different dt ech time. When working with mnul test, you cn dd prmeters to the design steps from within the test or you cn dd prmeters y clling them from other tests. This is useful if you hve common steps you often wnt to perform s prt of other tests. When working with n utomted test, you cn define prmeters for test script from within the test or you cn lod prmeters from shred test resource file. When defining test configurtion, you define dt y setting test prmeter vlues for ech test configurtion. In "Designing Test Steps" on pge 54, you defined steps for the Credit Crds test. In this exercise, you will dd prmeters to enhnce this test. To define test prmeters: 1 Disply the Prmeters t for the Credit Crds test. In the test pln tree, expnd the Pyment Methods folder, nd select the Credit Crds test. Click the Prmeters t. 58

Lesson 4 Plnning Tests 2 Add prmeter. Click the New Prmeter utton. The New Test Prmeter dilog ox opens. c Type the following: Prmeter Nme: Credit crd type. Defult Vlue: Americn Express, Vis, or MsterCrd. Click OK to close the New Test Prmeter dilog ox. The prmeter is dded to the Prmeters t. 3 Add n dditionl prmeter. c Click the New Prmeter utton. The New Test Prmeter dilog ox opens. Type the following: Prmeter Nme: Credit crd numer. Defult Vlue: XXXX-XXXX-XXXX Click OK to close the New Test Prmeter dilog ox. The prmeter is dded to the Prmeters t. 59

Lesson 4 Plnning Tests 4 Assign prmeters to the test steps. Click the Design Steps t. Click the Description ox of Step 5. c Plce the cursor fter 1. Enter credit crd type nd click the Insert Prmeter utton. The Prmeters dilog ox opens. d Select the Credit crd type prmeter. Click OK. 60

Lesson 4 Plnning Tests e Plce the cursor fter 2. Enter credit crd numer nd click the Insert Prmeter utton. The Prmeters dilog ox opens. Select the Credit crd numer prmeter. Click OK. The prmeters re dded to your design step. Defining Test Configurtions You cn reuse test to test different use-cses. For ech use-cse you crete test configurtion tht uses different dt set. When working with mnul test, the dt set of test configurtion contins vlues for your defined test prmeters. When working with QuickTest Professionl or usiness process test, the dt set cn use n externl test resource file. In the following exercise, you will crete test configurtion for ech of the following credit crds: Americn Express, Vis, nd MsterCrd. You will then define the ctul prmeter vlues to e used when running these instnces. 61

Lesson 4 Plnning Tests To define test configurtions: 1 Disply the Test Configurtions t for the Credit Crds test. In the test pln tree, expnd the Pyment Methods folder, nd select the Credit Crds test. Click the Test Configurtions t. By defult, ALM creted the Credit Crds test configurtion. 2 Renme the test configurtion nme to Americn Express. Under Nme, click Credit Crd. Type Americn Express. Under Description, type: Test configurtion for Americn Express. 3 Assign dt to the test configurtion. Click the Dt t. Under Actul Vlue, click the top cell. Click the rrow nd click in the ox. Type: 2222-2222-3333-4444. Click OK. 62

Lesson 4 Plnning Tests c Under Actul Vlue, click the second cell. Click the rrow nd click in the ox. Type: Americn Express. Click OK. 4 Add new test configurtion for Vis. c d e f Click the New Test Configurtion utton. The New Test Configurtion dilog ox opens. Type the following: Nme: Vis Description: Test configurtion for Vis. Click OK. The test configurtion is dded to the Test Configurtion t. Mke sure the Vis test configurtion is selected. Click the Dt t. Under Actul Vlue, click the top cell. Click the rrow nd click in the ox. Type: 3333-4444-5555-6666. Click OK. Under Actul Vlue, click the second cell. Click the rrow nd click in the ox. Type: Vis. Click OK. 5 Add new test configurtion for MsterCrd. Click the New Test Configurtion utton. The New Test Configurtion dilog ox opens. Type the following: Nme: MsterCrd Description: Test configurtion for MsterCrd. 63

Lesson 4 Plnning Tests c d e f Click OK. The test configurtion is dded to the Test Configurtion t. Mke sure the MsterCrd test configurtion is selected. Click the Dt t. Under Actul Vlue, click the top cell. Click the rrow nd click in the ox. Type: 4444-5555-6666-7777. Click OK. Under Actul Vlue, click the second cell. Click the rrow nd click in the ox. Type: MsterCrd. Click OK. 6 Version Control: Check in the test configurtions. Check in the test nd its test configurtions. In the test pln tree, rightclick the Credit Crd test, nd select Versions > Check In. Click OK to confirm. 64

Lesson 4 Plnning Tests Creting nd Viewing Coverge It is essentil tht the tests in your test pln comply with your requirements. To help ensure complince throughout the ppliction lifecycle mngement process, you cn dd coverge etween your tests nd requirements. You cn lso dd coverge etween test configurtions nd requirements. You cn crete coverge from the Test Pln module nd the Requirements module. A test or test configurtion cn cover more thn one requirement, nd requirement cn e covered y more thn one test or test configurtion. In these exercises, you will lern out the following: "Creting Coverge" on pge 65 "Anlyzing Coverge" on pge 69 Creting Coverge In this exercise, you will crete the Credit Crds requirement nd then crete coverge y ssociting it to the Credit Crds test. To crete coverge: 1 Disply the Requirements module. On the ALM sider, under Requirements, select Requirements. Choose View > Requirement Detils. The Requirement Detils view is displyed. 65

Lesson 4 Plnning Tests 2 Crete the Credit Crd requirement. c d e Select the Mercury Tours Appliction folder. Click the New Folder utton. In the New Requirement Folder dilog ox, type: Pyments. Click OK. Select the Pyments folder nd click the New Requirement utton. The New Requirement dilog ox opens. In the Requirement Nme ox, type Credit Crds. In the Requirement Type ox, select Functionl. ALM Editions: If you re using Qulity Center Strter Edition, ignore this step. f Click Sumit. Click Close. The new requirement is dded to the requirements tree. 3 Disply the Test Coverge t. In the requirements tree, mke sure tht the Credit Crds requirement is selected. In the right pne, click the Test Coverge t. 66

Lesson 4 Plnning Tests 4 Disply the Test Pln Tree pne. Click the Select Tests utton to show the test pln tree on the right. 5 Select the Credit Crds test in the test pln tree. In the Test Pln Tree pne, expnd the Pyment Methods folder, nd select the Credit Crds test. If the Test Configurtions pne is not displyed, click the Show utton on the ottom of the pne. Under the Test Configurtions pne, you cn see tht the test contins three test configurtions. 6 Add the test to the coverge grid. In the Test Pln Tree pne, click the Add to Coverge utton. The Credit Crds test is dded to the coverge grid. 7 Disply the Test Configurtion Sttus t. Click the Test Configurtion Sttus t. 67

Lesson 4 Plnning Tests The Test Configurtion Sttus t shows the ssocited test configurtions nd their sttus. Tip: To dd selected configurtions of test to the requirement's test coverge, dd coverge from the Test Configurtions pne. 8 Hide the test pln tree. Click the Close utton ove the tests pln tree. 9 Version Control: Check in the Pyments folder nd the Credit Crd requirement. In the test pln tree, right-click the Pyments folder, nd select Versions > Check In. Click OK to confirm. Right-click the Credit Crds requirement, nd select Versions > Check In. Click OK to confirm. 68

Lesson 4 Plnning Tests Anlyzing Coverge After you crete test coverge, you cn use the Coverge Anlysis view in the Requirements module to nlyze the rekdown of child requirements ccording to test coverge. In this exercise, you will nlyze the Appliction Client System requirement. To nlyze test coverge: 1 Mke sure tht the Requirements module is displyed. If the Requirements module is not displyed, on the ALM sider, under Requirements, select Requirements. 2 Disply the requirements tree in Coverge Anlysis view. Choose View > Coverge Anlysis. The Coverge Anlysis view is displyed. 69

Lesson 4 Plnning Tests 3 Disply the Appliction Client System requirement in Coverge Anlysis view. If ny filters re pplied, click the Filter rrow nd choose Cler Filter/Sort. Click Yes to confirm. Under the Mercury Tours Appliction requirement, expnd the Appliction Client System requirement nd its children. In the Coverge Anlysis column, you cn see grphiclly the numer of child requirements tht hve direct cover sttus nd those tht re not yet covered. 70

Lesson 4 Plnning Tests 4 Disply coverge nlysis for the Appliction Client System requirement. Right-click the Appliction Client System requirement, nd choose Coverge Anlysis. The Coverge Anlysis dilog ox opens. 5 Disply the child requirements with Filed sttus. Click the red Filed re of the grph. The child requirements with Filed sttus re listed. 71

Lesson 4 Plnning Tests 6 Disply test coverge for the requirement. Click the Show Test Coverge link to extend the Coverge Anlysis dilog ox nd disply the Test Coverge Chrt. This pie chrt grphiclly displys the full test coverge for the requirement, grouped ccording to test sttus. Click the Pssed section of the chrt to open the Tests Coverge dilog ox nd disply the list of tests with the selected sttus. Close the Test Coverge dilog ox. 7 Close the Coverge Anlysis dilog ox. Click the Close utton. 72

Lesson 4 Plnning Tests Copying Test Steps You cn copy steps from nother test in the sme project or from different project. In this exercise, you will copy the test steps from the HTML Pge Lyout test nd pste them into newly creted test. To copy test step: 1 Disply the Test Pln module. On the ALM sider, under Testing, select Test Pln. If the test pln tree view is not displyed, select View > Test Pln Tree. 2 Crete new test. c d e f In the test pln tree, expnd the Mercury Tours Site folder. Select the HTML Pges folder nd click the New Test utton. The New Test dilog ox opens. In the Test Nme ox, type nme for the test: New HTML Pge Lyout. In the Test Type ox, select MANUAL to crete mnul test. In the Detils t, select the following: Level: Bsic Reviewed: Not Reviewed Priority: 4-Very High Click OK. The new test is dded to the test pln tree under the HTML Pges folder. 3 Disply the Design Steps t for the HTML Pge Lyout test. In the HTML Pges folder, select the HTML Pge Lyout test. Click the Design Steps t. 73

Lesson 4 Plnning Tests 4 Select the steps tht you wnt to copy. Position the mouse pointer in the gry sider on the left. The mouse pointer chnges to pointing hnd. Select ll rows. 5 Copy the selected steps. Click the Copy Steps utton. 6 Pste the steps into the New HTML Pge Lyout test. In the test pln tree, select the New HTML Pge Lyout test. In the Design Steps t, click the Pste Steps utton. The test steps re copied to the Design Steps t. 74

Lesson 4 Plnning Tests Generting Automted Test Scripts Test plnning involves deciding which tests to utomte. If you choose to execute tests mnully, the tests re redy for execution s soon s you define the test steps. If you choose to utomte tests, you cn generte test scripts nd complete them using other HP testing tools (for exmple, QuickTest Professionl). Consider these issues when deciding whether to utomte test. Do utomte: Do not utomte: Tests tht run with ech new version of your ppliction to check the stility of sic functionlity cross the entire ppliction (regression tests). Tests tht use multiple dt vlues for the sme opertion (dt-driven tests). Tests tht re run mny times (stress tests) nd tests tht check multi-user client/server system (lod tests). Tests tht re executed only once. Tests tht require immedite execution. Tests tht check how esy the ppliction is to use (usility tests). Tests tht do not hve predictle results. In this exercise, you will generte QuickTest Professionl test script for the Address Options test. Note: For prerequisites to working with QuickTest Professionl test, see "Before You Begin" on pge 10. To generte n utomted test script: 1 Mke sure the test pln tree view is displyed. If the test pln tree view is not displyed, select View > Test Pln Tree. 75

Lesson 4 Plnning Tests 2 Locte the Address Options mnul test. c d e f Select the Suject folder t the root of the test pln tree nd choose Edit > Find. The Find dilog ox opens. In Vlue To Find, type Book. In the Serch for, select Folders. Click Find. The Serch Results dilog ox opens nd displys list of possile mtches. Doule-click the Flight Reservtion\Book Flight folder to highlight the folder in the test pln tree. Click Close to close the Serch Results dilog ox. In the test pln tree, expnd the Book Flight folder nd select the Address Options test. 3 Disply the Design Steps t. In the right pne, click the Design Steps t. 4 Generte test script. c Click the Generte Script utton. Choose QUICKTEST_TEST to generte QuickTest Professionl test. Version Control: If check out messge ox opens, click OK. The steps in the Address Options test re used to crete the utomted test script. 5 View the test script. Click the Test Script t. To disply nd modify your test script in QuickTest Professionl, click the Lunch QuickTest Professionl utton. 76

5 Running Tests Throughout the ppliction lifecycle mngement process, you cn run mnul nd utomted tests to locte defects nd ssess the qulity of your ppliction. You strt y creting test sets nd choosing which tests to include in ech set. A test set contins suset of the tests in n ALM project designed to chieve specific test gols. ALM enles you to control the execution of tests in test set y setting conditions nd scheduling the dte nd time for executing your tests. After you define test sets, you cn egin to execute your tests. You cn then use ALM to view nd nlyze the results of your tests. When you run test mnully, you execute the test steps you defined in test plnning. You pss or fil ech step, depending on whether the ctul results mtch the expected output. When you run test utomticlly, ALM opens the selected testing tool, which runs the test, nd imports the test results to ALM. In this lesson, you will lern out: Defining Test Sets on pge 78 Adding Tests to Test Set on pge 84 Scheduling Test Runs on pge 88 Running Tests Mnully on pge 96 Viewing nd Anlyzing Test Results on pge 107 Running Tests Automticlly on pge 115 77

Lesson 5 Running Tests Defining Test Sets After you design tests in the Test Pln module, you crete test sets tree. A test sets tree enles you to orgnize your testing needs y grouping test sets in folders nd orgnizing them in different hierrchicl levels in the Test L module. You ssign ech test set folder to cycle. This enles you to group together test sets tht will e run during the sme cycle nd nlyze the progress of the cycle s you run your tests. When defining test set, ALM dds instnces of your selected tests to the test set. Ech test instnce contins defined test configurtion. Test sets cn include instnces from oth mnul nd utomted tests. You cn lso include instnces of the sme test in different test sets or dd more thn one instnce to the sme test set. To decide which test sets to crete, consider the gols you defined t the eginning of the ppliction lifecycle mngement process. Consider issues such s the current stte of the ppliction nd the ddition or modifiction of new fetures. Following re exmples of generl ctegories of test sets you cn crete: Test Set Snity Regression Description Checks entire ppliction t sic level focusing on redth, rther thn depth to verify tht the ppliction is functionl nd stle. This set includes fundmentl tests tht contin positive checks, vlidting tht the ppliction is functioning properly. For exmple, in the Mercury Tours ppliction, you could test whether the ppliction opens nd enles you to log in. Tests the system in more in-depth mnner thn snity set. This set cn include oth positive nd negtive checks. Negtive tests ttempt to fil n ppliction to demonstrte tht the ppliction is not functioning properly. 78

Lesson 5 Running Tests Test Set Advnced Function Description Tests oth redth nd depth. This set covers the entire ppliction, nd lso tests the ppliction s dvnced options. You cn run this set when there is mple time for testing. Tests susystem of n ppliction. This could e single feture or group of fetures. For exmple, in the Mercury Tours ppliction, function set could test ll ctivities relted to ooking flight. In this exercise, you will define the Mercury Tours Site test set. You will lso set filure rules for the test set to instruct ALM how to proceed in the event tht n utomted test in the test set fils. ALM Editions: If you re using Qulity Center Strter Edition, fields nd commnds relted to cycles nd releses re not ville. To define test set: 1 Disply the Test L module. On the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. 2 Add folder to the test sets tree. c In the test sets tree in the left pne, select the Root folder. Click the New Folder utton. The New Test Set Folder dilog ox opens. In the Folder Nme ox, type Service Pck 1 nd click OK. 3 Crete sufolders for the test set folder. Select the Service Pck 1 folder you creted nd repet the previous step to crete two sufolders, nmed Cycle 1 - New Fetures, nd Cycle 2 - Full. 79

Lesson 5 Running Tests 4 Assign the test set folders to cycle. ALM Editions: If you re using Qulity Center Strter Edition, proceed to Step 5. c Right-click the Cycle 1 - New Fetures test set folder nd select the Assign to Cycle utton. The Select Cycles dilog ox opens. Expnd the Service Pcks releses folder. In the Service Pck 1 relese, select the Cycle 1 - New Fetures cycle (creted in Lesson 2, "Specifying Releses nd Cycles"). Click OK. The icon for the folder in the test sets tree chnges to show tht the folder hs een ssigned to cycle. d Right-click the Cycle 2 - Full test sets folder nd choose Assign to Cycle. Assign the folder to the Cycle 2 - Full cycle, locted in the Service Pck 1 relese in the releses tree. 80

Lesson 5 Running Tests 5 Add test set to the Cycle 1 - New Fetures test set folder. In the test sets tree, select Cycle 1- New Fetures. Click the New Test Set utton. The New Test Set dilog ox opens. c d Type the following: Nme: Mercury Tours Site Description: This test set includes tests tht verify the functionlity of the Mercury Tours site. Click OK. The Mercury Tours Site test set is dded to the test sets tree in the left pne. 81

Lesson 5 Running Tests 6 Define the test set detils. Click the test set in the test sets tree. The Detils t is displyed. Perform the following: Open Dte: Select dte from the clendr for the plnned opening dte for the test set. Tody's dte is selected y defult. Close Dte: Select the plnned closing dte for the test set. 82

Lesson 5 Running Tests 7 Set rules for the utomted tests in the test set in the event of test filure. Click the Automtion t. Perform the following: On Automtic Test Filure: Select the Rerun test check ox. In Mximum test reruns, set to 1. On finl filure: Mke sure tht the Do nothing option is selected. 83

Lesson 5 Running Tests 8 Instruct ALM to send emil to specified users if certin events occur. Under Notifiction, perform the following: Send emil in the event of: Select the first check ox to send emil notifiction if ny test in the test set fils. To: Type your emil ddress. Messge: Type the following: This test filed. Plese review the test results nd sumit defect. Adding Tests to Test Set After you define test set, select tests for inclusion in the test set. ALM dds instnces of the selected tests to the test set. Ech instnce contins defined test configurtion. In this exercise, you will dd test instnces to the Mercury Tours Site test set. To dd test to test set: 1 Disply the Execution Grid t. If the Test L module is not displyed, on the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. Click the Execution Grid t. 2 Select the Mercury Tours Site test set. In the test sets tree, expnd the Cycle 1 - New Fetures test set folder under Service Pck 1. Select the Mercury Tours Site test set. 84

Lesson 5 Running Tests 3 Disply the right pne if it is not lredy displyed. Click the Select Tests utton. The right pne displys the Test Pln Tree nd Requirements Tree ts. The Test Pln Tree t enles you to select tests from the test pln tree to dd to the test set. The Requirements Tree t enles you to select tests covering requirements to dd to the test set. 85

Lesson 5 Running Tests 4 Add the Credit Crd test to the test set. In the Test Pln Tree t, expnd the Pyment Methods folder nd select the Credit Crds test. If the Test Configurtions pne is not displyed, click the Show utton on the ottom of the pne. Under the Test Configurtions pne, you cn see the three test configurtions for the selected test. c To include ll test configurtions, in the Test Pln Tree t, click the Add Tests to Test Set utton. The instnces re dded to the test set. 5 Add severl tests from the Book Flight folder to the test set. c Under the Flight Reservtion folder, expnd the Book Flight folder. Select the Pssenger Nme test. Press the CTRL key nd select the following tests: Credit Crd Numer, Credit Crd Expirtion Dte, Credit Crd Owner, nd Billing And Delivery Address. Click the Add Tests to Test Set utton. The instnces re dded to the test set. 86

Lesson 5 Running Tests 6 Add the Numer of Pssengers test to the test set. Under the Flight Reservtion folder, expnd the Flight Finder folder. Drg the Numer of Pssengers test from the test pln tree to the Execution Grid to dd it to the test set. 7 Close the right pne. Click the close utton. 87

Lesson 5 Running Tests Scheduling Test Runs The Execution Flow t enles you to specify dte nd time to execute test instnce nd set conditions for it. A condition is sed on the results of nother specified test instnce in the Execution Flow. By setting conditions, you cn postpone the execution of test instnce until nother specified test instnce finishes running or psses. You cn lso set the sequence in which to execute the test instnces. For exmple, you cn determine tht Test 2 will run only if Test 1 pssed, nd Test 3 will run only if Test 2 pssed. Test 1 is scheduled to run t 9:00 AM on specified dte. The Execution Flow displys the tests nd their conditions in digrm. A lue line rrow indictes tht the test instnce is to e executed fter the previous test instnce, with no conditions. A green line rrow indictes tht the test instnce is to e executed only if the previous test instnce hs sttus Pssed. A lck line rrow indictes tht the test instnce is to e executed only if the previous test instnce hs finished running. When test instnce is time-dependent, Time Dependency icon is dded to the digrm. 88

Lesson 5 Running Tests In this exercise, you will crete new test set nd dd to it three test instnces tht verify the login procedure on the Sign-On pge of the Mercury Tours site. Then, you will set the conditions for ech instnce nd specify when ech one is to e run. To schedule test run: 1 Mke sure the Test L module is displyed. On the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. 2 Crete new test set. c In the test sets tree, choose the Service Pck 1 folder nd click the New Test Set utton. The New Test Set dilog ox opens. Type the following: Test Set Nme: Test Run Schedule Description: This test set is used to explin how to schedule test run. Click OK. The Test Run Schedule test set is dded to the test sets tree in the left pne. 3 Add tests from the Sign-On/Sign-Off folder to the Test Run Schedule test set. Click the Execution Flow t. If the right pne is not lredy displyed, click the Select Tests utton. The Test Pln Tree t nd the Requirements Tree t re displyed. In the Test Pln Tree t, under the Profiling folder, expnd the Sign-On/Sign-Off folder. 89

Lesson 5 Running Tests c Press the CTRL key nd select the following tests: Sign-On Pge, Sign-On User Nme, nd Sign-On Pssword. Click the Add Tests to Test Set utton. The test instnces re dded to the test set. 90

Lesson 5 Running Tests 4 Add n execution condition to the Sign-On User Nme test. In the Execution Flow t digrm, right-click the Sign-On User Nme test instnce nd choose Test Run Schedule. The Run Schedule dilog ox opens nd displys the Execution Conditions t. Click New Execution Condition. The New Execution Condition dilog ox opens. c In the Test ox, select <[1]Sign-On Pge>. 91

Lesson 5 Running Tests d e Select Pssed from the list on the right to instruct ALM to execute the Sign-On User Nme test instnce only if the Sign-On Pge test instnce finishes executing nd psses. Click OK. The condition is dded to the Run Schedule dilog ox. 92

Lesson 5 Running Tests 5 Add time dependency condition to the Sign-On User Nme test instnce. Click the Time Dependency t. Click Run At Specified Time. Select the Dte check ox nd select tomorrow s dte. 93

Lesson 5 Running Tests c Click OK to close the Run Schedule dilog ox. Your conditions re displyed in the Execution Flow digrm. 6 Add n execution condition to the Sign-On Pssword test. Add the sme execution condition s descried in Step 4 on pge 91 for the Sign-On Pssword test. This time select Sign-On User Nme from the Test ox in the New Execution Condition dilog ox. 94

Lesson 5 Running Tests 7 Add time dependency condition to the Sign-On Pssword test. Add the sme time dependency condition s descried in Step 5 on pge 93 for the Sign-On Pssword test. Click OK to close the Run Schedule dilog ox. Your conditions re displyed in the Execution flow digrm. 95

Lesson 5 Running Tests Running Tests Mnully When you run test mnully, you follow the test steps nd perform opertions on your ppliction. Then, you compre the expected results with the ctul outcome nd record the results. You cn execute mnul test s mny times s needed. The results re stored seprtely for ech run. You cn run oth mnul nd utomted tests mnully. You cn lso choose to run single test or to run n entire test set. You run tests in ALM using HP Sprinter, HP s solution for mnul testing. If you re not working with Sprinter, you run tests mnully using Mnul Runner. In these exercises, you will lern out the following: Running with Sprinter on pge 96 Running with Mnul Runner on pge 102 Running with Sprinter Sprinter provides dvnced functionlity nd tools to ssist you in the mnul testing process. Sprinter is fully integrted with ALM, enling you to get the mximum enefit from oth solutions. Note: ALM Editions: Sprinter functionlity is not ville with Qulity Center Strter Edition or Performnce Center Edition. For informtion on instlling Sprinter, see "Before You Begin" on pge 10. In this exercise, you will run the Credit Crds test. This test contins three test configurtions. For the purpose of this exercise, you will perform the steps without testing them ginst the Mercury Tours ppliction. 96

Lesson 5 Running Tests To run test using Sprinter: 1 Open Sprinter. c If the Test L module is not displyed, on the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. Click the Execution Grid t. Click the Run rrow nd select Run with Sprinter. HP Sprinter opens. 2 Select the instnces to run from the test set. Click the Open HP ALM Tests utton. The Open dilog ox opens. 97

Lesson 5 Running Tests In the left pne, expnd the Root folder. Under Service Pck 1, expnd Cycle 1 - New Fetures. Select the Mercury Tours Site test set. The test set is displyed. c Select Americn Express, Vis, nd MsterCrd check oxes. Click Open. 3 Disply the test steps to run the Americn Express instnce. Click the Run the Active Test utton. The Steps pne is displyed. 98

Lesson 5 Running Tests 4 Perform the first step. Click the Actul Result utton. In the Actul Result dilog ox, type: The Mercury Tours site opens. Click OK. Click the Pssed Selected Step utton. 5 Perform the second step. Click the Actul Result utton. In the Actul Result dilog ox, type: Flight detils nd preference re entered. Click OK. Click the Pssed Selected Step utton. 6 Pss the remining steps. Click the Pssed Selected Step rrow nd select Pss All. 7 Continue on to the Vis instnce. Click Next Test. Sprinter dvnces to the next instnce in the test list. 8 Pss ll steps of the Vis instnce. Click the Pssed Selected Step rrow nd select Pss All. 9 Continue on to the MsterCrd instnce. Click Next Test. Sprinter dvnces to the next instnce in the test list. 10 Pss ll steps of the MsterCrd instnce. Click the Pssed Selected Step rrow nd select Pss All. 11 Fil the lst step on the MsterCrd instnce. Select Step 8 nd click the Fil Selected Step utton. 99

Lesson 5 Running Tests 12 End the run nd view run results. In the upper-right side of your screen, click Run Control. The Run Control pne opens. Click the End Run utton. c Under Tests, you view the run results. 100

Lesson 5 Running Tests 13 View results in the Execution Grid t. Close Sprinter. The test run results re displyed in the execution grid. The Lst Run Report pne displys run results of ech test step. 101

Lesson 5 Running Tests Running with Mnul Runner If Sprinter is not instlled you cn run tests mnully using Mnul Runner. In this exercise, you will run the Credit Crds test. This test contins three test configurtions. For the purpose of this exercise, you will perform the steps without testing them ginst the Mercury Tours ppliction. To run test using Mnul Runner: 1 Mke sure the Cycle 1 - New Fetures test set folder is displyed in the Execution Grid. c If the Test L module is not displyed, on the ALM sider, under Testing, select Test L. In the test set tree, expnd the Cycle 1 - New Fetures test set folder under Service Pck 1. Select the Mercury Tours Site test set. Click the Execution Grid t. 2 Select the instnces to run from the test set. Press the CTRL key nd select the following instnces in the Execution Grid: Americn Express, Vis, nd MsterCrd. 102

Lesson 5 Running Tests 3 Open Mnul Runner. Click the Run rrow nd select Run with Mnul Runner. The Mnul Runner dilog ox opens. 103

Lesson 5 Running Tests 4 Strt the test run. Click the Begin Run utton. The Mnul Runner dilog ox opens. 5 Perform the first step. In the Actul ox, type: The Mercury Tours site opens. Click the Pss Selected utton. Step 2 is displyed. 104

Lesson 5 Running Tests 6 Perform the second step. In the Actul ox, type: Flight detils nd preference re entered. Click the Pss Selected utton. Step 3 is displyed. 7 Pss the remining steps. Click the Pssed Selected rrow nd select Pss All. 8 End the run. Click the End Run utton to end your test run. 9 Continue on to the Vis instnce. Click the Begin Run utton. The Mnul Runner dilog ox opens. Note the nme of the instnce in title r. 10 Pss ll steps of the Vis instnce. Click the Pssed Selected rrow nd select Pss All. 11 End the run. Click the End Run utton to end your test run. 12 Continue on to the MsterCrd instnce. Click the Begin Run utton. The Mnul Runner dilog ox opens. Note the nme of the instnce in title r 13 Fil ll steps of the MsterCrd instnce. Click the Fil Selected rrow nd select Fil All. 14 End the run. Click the End Run utton to end your test run. 105

Lesson 5 Running Tests 15 View the run results in the Execution Grid. Following the execution of your tests, you cn view the run results of your lst run in the Execution Grid. 16 View the results of ech test step in the Lst Run Report pne. Select one of the recently run instnces. If the Lst Run Report pne is not displyed, click the Show utton on the ottom of the pne. The Lst Run Report pne is displyed elow the Execution Grid. Click ech step to view its description, s well s the expected nd ctul results. 106

Lesson 5 Running Tests Viewing nd Anlyzing Test Results ALM provides numer of fetures tht enle you to view nd nlyze the results of your tests. This section includes: Viewing Test Results on pge 107 Viewing Test Coverge on pge 109 Viewing Coverge Progress on pge 113 You cn lso use ALM reports nd grphs to further nlyze your test results. For more informtion, see "Anlyzing ALM Dt" on pge 141. Viewing Test Results You cn view results for test in the Test Instnce Properties dilog ox. This includes detils of test s runs, ttchments, linked defects, nd history. In this exercise, you will lern how to view test run informtion in the Test Instnce Properties dilog ox. To view test results: 1 Mke sure the Test L module is displyed. On the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. 2 Mke sure the Cycle 1 - New Fetures test set folder is displyed. In the test set tree, expnd the Cycle 1 - New Fetures test set folder under Service Pck 1. Select the Mercury Tours Site test set. Click the Execution Grid t. 3 Select Americn Express in the Execution Grid. In the Execution Grid t, select Americn Express. 4 View detiled test results from the Test Instnce Detils dilog ox. Click the Test Instnce Detils utton. The Test Instnce Detils dilog ox opens. 107

Lesson 5 Running Tests 5 View test run informtion. Click Runs. The run detils re displyed. 6 View other test run informtion in the Test Instnce Detils dilog ox. c Click Execution Settings to view prmeters used to run the instnce. Note tht ny chnges tht you mke re implemented in the next test run. Click Linked Defects. This view lists the defects linked to the currently selected test instnce. You cn view, dd, nd remove defect links. Click History to view list of chnges mde to the test run fields. 7 Close the Test Instnce Detils dilog ox. Click the Close utton. 108

Lesson 5 Running Tests Viewing Test Coverge You previously sw how you cn use the Coverge Anlysis view to nlyze the rekdown of child requirements ccording to their tests coverge (see "Anlyzing Coverge" on pge 69). In this exercise, you will lern how to filter the tests included in the coverge nlysis y cycle. ALM Editions: This exercise is not ville for Qulity Center Strter Edition. To view test coverge: 1 Disply the Coverge Anlysis view in the Requirements module. On the ALM sider, under Requirements, select Requirements. Choose View > Coverge Anlysis. The Coverge Anlysis view is displyed. 2 Filter the coverge nlysis y cycle. c On the upper-right side of the window, click the Settings utton. The Anlysis Settings dilog ox opens. Select Execution Anlysis. Click the rrow. In the releses tree, expnd the relese folder Service Pcks nd the relese Service Pck 1. Select the Cycle 1 - New Fetures check ox nd click OK. Click OK to close the Anlysis Settings dilog ox. 109

Lesson 5 Running Tests d Expnd the Pyments requirement. In the Coverge Anlysis column, you cn see tht the requirement hs filed. This is ecuse the Credit Crds test which covers the requirement filed. 3 Disply test coverge detils for the Credit Crds requirement. Right-click the Credit Crds requirement, nd choose Coverge Anlysis. The Coverge Anlysis dilog ox opens. 110

Lesson 5 Running Tests Click the Show Test Coverge link to extend the Coverge Anlysis dilog ox nd disply the Test Coverge Chrt. c This pie chrt grphiclly displys the full test coverge for the requirement, grouped ccording to test sttus. 111

Lesson 5 Running Tests d Click the pie chrt to open the Tests Coverge dilog ox. e The dilog ox shows the filed test together with the test run sttus of ech test configurtion. Close the Test Coverge dilog ox. 4 Close the Coverge Anlysis dilog ox. Click the Close utton. 112

Lesson 5 Running Tests Viewing Coverge Progress You were previously introduced to the Progress t in the Releses module (see "Viewing Releses nd Cycles" on pge 32). In this exercise, you will view the grphs nd sttistics tht now reflect the results of tests you rn in previous exercises. ALM Editions: This exercise is not ville for Qulity Center Strter Edition. To view coverge progress: 1 Disply the Releses module. On the ALM sider, under Mngement, select Releses. 113

Lesson 5 Running Tests 2 View the effect of your test runs on the Progress t. In the releses tree, expnd the relese folder Service Pcks nd the relese Service Pck 1. Select Cycle 1 - New Fetures nd click the Progress t. The top pne shows informtion such s the totl nd remining dys in the cycle, totl test instnces for the cycle, nd ctul nd remining test instnces to run. The ottom pne displys the Coverge Progress grph. Plnned coverge indictes the percentge of tests plnned to e run ech dy within cycle. Executed coverge indictes the percentge of tests tht rn ech dy within cycle. Pssed coverge indictes the percentge of tests tht rn successfully ech dy within cycle. 114

Lesson 5 Running Tests Running Tests Automticlly When you run n utomted test, ALM utomticlly opens the selected testing tool, which runs the test on your locl mchine or on remote hosts, nd imports the results to ALM. You cn run ll tests in test set or run specific tests. You cn run tests from the Execution Grid t or the Execution Flow t. In this exercise, you will run QuickTest Professionl test. Note: For prerequisites to running QuickTest Professionl test, see "Before You Begin" on pge 10. To run test utomticlly: 1 Mke sure the Test L module is displyed. On the ALM sider, under Testing, select Test L. By defult, the Test Sets t is displyed. 2 Select the Numer of Pssengers test. c In the test sets tree, expnd the Mercury Tours We Site test set folder. Under Functionlity And UI, select the Mercury Tours Functionlity test set. Click the Execution Grid t. Select the Numer of Pssengers test. 115

Lesson 5 Running Tests 3 Open the Automtic Runner dilog ox. Click the Run utton. The Automtic Runner dilog ox opens nd displys the selected test. 4 Set the test run settings. Select the Run All Tests Loclly check ox to run the test on your locl computer. 5 Run the test. Click the Run utton. ALM opens the selected testing tool utomticlly nd runs the test. You view the test execution progress in the Sttus column. 6 Close the Automtic Runner dilog ox. After the test run is complete, choose Run > Exit. 7 View summry of test results in the Execution Grid. The Execution Grid displys the updted sttus for the test run. Results for ech test step pper in the Lst Run Report pne. 8 Close QuickTest Professionl. In QuickTest Professionl, choose File > Exit. 116

6 Adding nd Trcking Defects Locting nd repiring defects is n essentil phse in ppliction development. Defects cn e detected nd sumitted y users in ll stges of the ppliction lifecycle mngement process. Using HP Appliction Lifecycle Mngement (ALM), you cn sumit defects detected in the ppliction nd trck them until they hve een repired nd retested. In this lesson, you will lern out: How to Trck Defects on pge 118 Adding New Defects on pge 119 Mtching Defects on pge 121 Updting Defects on pge 122 Linking Defects to Tests on pge 127 Creting Fvorite Views on pge 129 117

Lesson 6 Adding nd Trcking Defects How to Trck Defects When you sumit defect to n ALM project, it is trcked through these stges: New, Open, Fixed, nd Closed. A defect my lso e Rejected or it my e Reopened fter it is fixed. Rejected New New Open Open Reopened Fixed Fixed Closed Closed When you initilly report the defect to n ALM project, it is ssigned the sttus New, y defult. A qulity ssurnce or project mnger reviews the defect nd determines whether or not to consider the defect for repir. If the defect is denied, it is ssigned the sttus Rejected. If the defect is ccepted, the qulity ssurnce or project mnger determines repir priority, chnges its sttus to Open, nd ssigns it to memer of the development tem. A developer repirs the defect nd ssigns it the sttus Fixed. You then retest the ppliction, mking sure tht the defect does not recur. If the defect recurs, the qulity ssurnce or project mnger ssigns it the sttus Reopened. If the defect is repired, the qulity ssurnce or project mnger ssigns it the sttus Closed. 118

Lesson 6 Adding nd Trcking Defects Adding New Defects You cn dd new defect to n ALM project t ny stge of the ppliction lifecycle mngement process. In this exercise, you will sumit defect connected to the Flight Confirmtion test. To dd new defect: 1 Open the ALM_Demo project. If the ALM_Demo project is not lredy open, log in to the project. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Defects module. On the ALM sider, select Defects. The Defects Grid displys defect dt in grid. Ech row in the grid displys seprte defect record. 3 Open the New Defect dilog ox. Click the New Defect utton. The New Defect dilog ox opens. 119

Lesson 6 Adding nd Trcking Defects 4 Descrie the defect. Enter the following dt in the specified fields. Scroll down the dilog ox s necessry. Summry: Missing informtion on Flight Confirmtion pge. Ctegory: Defect Severity: 2-Medium Suject: Flight Reservtion > Flight Confirmtion Description: The defect ws detected on the Flight Confirmtion pge. Pssenger detils nd mel preferences re not displyed. 5 Determine the cycle in which the defect ws detected. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, proceed to Step 6. c In the Detected in Cycle ox, click the rrow. The releses tree opens. Expnd the tree. In the Mercury Tours Appliction releses folder, in the Relese 10.5 relese, select the Cycle 1 - New Fetures cycle. Click OK to close the releses tree. You cn see tht ALM utomticlly ssigns the vlue Relese 10.5 to the Detected in Relese field. This is ecuse Cycle 1 - New Fetures is prt of the Relese 10.5 relese. 6 Attch the URL ddress for the Mercury Tours pge where the defect ws detected. c On the New Defect dilog ox sider, click Attchments. The Attchment pge opens. Click the URL utton. The Attch Uniform Resource Loctor (URL) dilog ox opens. Type the URL ddress of the Mercury Tours pge: http://<alm Pltform server nme>/mtours 120

Lesson 6 Adding nd Trcking Defects d Click OK. A link to the Mercury Tours pge is displyed ove the Description ox. 7 Add the defect to the ALM project. Click the Sumit utton. The defect is dded to the Defects Grid. Click Close to close the New Defect dilog ox. Mtching Defects Identifying mtching defects enles you to eliminte duplicte or similr defects in your project. Ech time you dd new defect, ALM stores lists of keywords from the Summry nd Description fields. When you serch for similr defects, keywords in these fields re mtched ginst other defects. Note tht keywords must e more thn two chrcters long, nd letter cse does not ffect your results. In this exercise, you will mtch defects y compring selected defect with ll other existing defects in the ALM_Demo project. To mtch defects: 1 Mke sure tht the Defects module is displyed. If the Defects module is not displyed, on the ALM sider, select Defects. 2 Select Defect ID 80. If filter is pplied to the grid, click the Set Filter/Sort rrow nd choose Cler Filter/Sort to cler the filter. In the Defects Grid, select Defect ID 80. 121

Lesson 6 Adding nd Trcking Defects 3 Find similr defects. Click the Find Similr Defects utton. The results re displyed in the Similr Defects pne t the ottom of the window, sorted y the percentge of detected similrity. Note tht there re no duplicte defects in the project for the selected defect. Close the Similr Defects pne. Updting Defects Trcking the repir of defects in project requires tht you periodiclly updte defects. You cn do so directly in the Defects Grid or in the Defect Detils dilog ox. The ility to updte some defect fields depends on your permission settings. After you hve updted defects, you cn view the qulity sttus of your relese in the Releses module. In this exercise, you will updte your defect informtion y chnging the severity of defect, ssigning the defect to cycle, nd dding comment. You will then see how updting defects is reflected in the Qulity t of the Releses module. In ddition, you will prctice updting multiple records simultneously. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, fields nd commnds relted to cycles nd releses re not ville. 122

Lesson 6 Adding nd Trcking Defects To updte defects: 1 Mke sure tht the Defects module is displyed. If the Defects module is not displyed, on the ALM sider, select Defects. 2 Open the Defect Detils dilog ox. In the Defects Grid, select the defect you dded in "Adding New Defects" on pge 119. Click the Defect Detils utton. The Defect Detils dilog ox opens. 3 Chnge the severity level of the defect. In the Severity ox, select 5-Urgent. 4 Determine the cycle in which the defect will e fixed. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, proceed to Step 5. 123

Lesson 6 Adding nd Trcking Defects c In the Trget Cycle ox, click the rrow. The releses tree opens. Expnd the tree. In the Mercury Tours Appliction releses folder, in the Relese 10.5 relese, select the Cycle 4 - Full cycle. Click OK to close the releses tree. You cn see tht ALM utomticlly ssigns the vlue Relese 10.5 to the Trget Relese field. This is ecuse the Cycle 4 - Full cycle is prt of the Relese 10.5 relese. 5 Add new comment to explin the chnge in the severity level. Click the Add Comment utton. A new section is dded to the Comments ox, displying your user nme nd the current dte. Type: This defect should e fixed in the next service pck. 6 View the Attchments. Click Attchments on the sider. Note tht the URL ttchment is listed. 7 View Linked Entities. Click Linked Entities on the sider to view entities tht hve een linked to the defect. Linked entities cn include requirements, tests, test sets, test instnces, runs, run steps, nd other defects. There re currently no linked entities. You will lern how to link defect to test in "Linking Defects to Tests" on pge 127. 8 View the History. Click History on the sider to view the history of chnges mde to the defect. For ech chnge, the grid displys the dte nd time of the chnge nd the nme of the user who mde the chnge. You cn expnd chnge to view list of fields modified during the chnge. For ech field, the grid displys the old vlue nd the new vlue. 9 Close the Defect Detils dilog ox. Click OK to exit the dilog ox. 124

Lesson 6 Adding nd Trcking Defects 10 Updte defects directly in the Defects Grid. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, ignore this step. In the Defects Grid, select defect ID 23. c Click the Detected in Cycle ox nd click the rrow. In the releses tree, expnd the relese folder Mercury Tours Appliction nd the relese Relese 10.5. Select the Cycle 1 - New Fetures cycle nd click OK. Drg the horizontl scroll r to the right until the Trget Cycle column comes into view. Click the Trget Cycle ox for defect ID 23, nd click the rrow. In the releses tree, expnd the relese folder Mercury Tours Appliction nd the relese Relese 10.5. Select the Cycle 1 - New Fetures cycle nd click OK. 11 Updte multiple records simultneously. In the Defects Grid, select defect 35. Hold down the CTRL key, nd select defect 36. Now oth defects 35 nd 36 re selected. c Select Edit > Updte Selected. The Updte Selected dilog ox opens. d Click the rrow djcent to the Updte Field ox, nd select Assigned To. Notice tht the Vlue ox displys the Assigned To vlue of the defect you selected lst. 125

Lesson 6 Adding nd Trcking Defects e Click the rrow djcent to the Vlue ox. The users list opens. f g h In the users list, select michel_lm, nd click OK. In the Updte Selected dilog ox, click Updte. After the updte completes, n Informtion dilog ox displys summry of the updte. Click OK, then close the Updte Selected dilog ox. 12 View the numer of defects opened in Cycle 1 - New Fetures on the Qulity t. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, ignore this step. c On the ALM sider, under Mngement, select Releses. On the Releses tree, expnd the relese folder Mercury Tours Appliction nd the relese Relese 10.5, nd select the cycle Cycle 1 - New Fetures. Click the Qulity t. In the Defect Opening Rte grph, you cn see the defects detected in Cycle 1 - New Fetures ccording to defect severity. In the Outstnding Defects grph, you cn see the outstnding defects in Cycle 1 - New Fetures ccording to defect sttus. 126

Lesson 6 Adding nd Trcking Defects Linking Defects to Tests You cn link test in your test pln to specific defect in the Defects Grid. This is useful, for exmple, when new test is creted specificlly for known defect. By creting linkge, you cn determine if the test should e run sed on the sttus of the defect. Note tht you cn lso link the defect to other entities, such s requirements. A defect cn e linked directly or indirectly to n entity. When you dd defect link to n entity, ALM dds direct link to this entity nd indirect links to other relted entities. The following digrm illustrtes the flow of indirect linkge: For instnce, when you link defect to run step, it dds n indirect link to its run, test instnce, test set, nd test. If the sme test is covered y requirement, n indirect link is lso dded to the requirement. Note tht the indirect linkge is one-directionl flow. For exmple, if you link defect to run, it is not indirectly linked to its run steps. In this exercise, you will link your defect to the Flight Confirmtion test in the Test Pln module, nd view the linked test in the Defects Grid. To link defect to test: 1 Disply the Test Pln module. On the ALM sider, under Testing, select Test Pln. 2 Select the Flight Confirmtion test. In the test pln tree, under Flight Reservtion, expnd the Flight Confirmtion test suject, nd select the Flight Confirmtion test. Click the Linked Defects t. 127

Lesson 6 Adding nd Trcking Defects 3 Add linked defect. In the Linked Defects t, click the Link Existing Defect rrow nd choose Select. The Defects to Link dilog ox opens. Select the defect you dded in "Adding New Defects" on pge 119 nd click the Link utton. Your defect is dded to the Linked Defects grid. Tip: If you cnnot find your defect in the Defects to Link dilog ox, click the Set Filter/Sort rrow nd choose Cler Filter/Sort to cler the filter tht is pplied to the grid. 128

Lesson 6 Adding nd Trcking Defects 4 View the linked test in the Defects Grid. c d On the ALM sider, select Defects. Doule-click defect ID 80 in the Defects Grid. The Defect Detils dilog ox opens. Click Linked Entities on the sider, nd select the Others t. The Flight Confirmtion test is linked to your defect. Click OK to close the Defect Detils dilog ox. Creting Fvorite Views A fvorite view is view of n ALM window configured with the settings you pplied to it. For exmple, in the Defects Grid, you my wnt to pply filter to disply only the defects tht were detected y you, re ssigned to you, or hve the sttus Not Closed. In this exercise, you will crete fvorite view in the Defects Grid. To crete fvorite view: 1 Mke sure tht the Defects module is displyed. If the Defects module is not displyed, on the ALM sider, select Defects. 129

Lesson 6 Adding nd Trcking Defects 2 Define filter to view defects you detected tht re not closed. Click the Set Filter/Sort utton. The Filter defects dilog ox opens. 130

Lesson 6 Adding nd Trcking Defects For the Detected By field, click the Filter Condition ox. Click the rrow. The Select Filter Condition dilog ox opens. c d e f Under Nme, select the [CurrentUser] vrile, or select your ALM login nme from the list. Click OK to close the Select Filter Condition dilog ox. For the Sttus field, click the Filter Condition ox. Click the rrow. The Select Filter Condition dilog ox opens. In the right pne, click the logicl expression Not. In the left pne, select Closed. g h Click OK to close the Select Filter Condition dilog ox. Click OK to pply your chosen filter. The Defects Grid displys the defects you detected tht re not closed. 131

Lesson 6 Adding nd Trcking Defects 3 Add fvorite view. In the Fvorites menu, select Add to Fvorites. The Add Fvorite dilog ox opens. c d In the Nme ox, type: My detected defects (sttus Not Closed ) You cn dd fvorite view to either pulic folder or privte folder. Views in the pulic folder re ccessile to ll users. Views in the privte folder re ccessile only to the person who creted them. Select Privte. Click OK. The new fvorite view is dded to your privte folder, nd is displyed in the list of recently used fvorite views, locted under the Privte nd Pulic folders. 132

Lesson 6 Adding nd Trcking Defects 4 Orgnize fvorites. In the Fvorites menu, select Orgnize Fvorites. The Orgnize Fvorites dilog ox opens. c d Doule-click the Pulic folder. Click the New Folder utton. The New Fvorite Folder dilog ox opens. In the Fvorite Folder Nme ox, type QA defects, nd click OK. The QA defects folder is dded s su-folder to the Pulic folder. e Drg the following fvorites into the QA defects folder: QA Bug Verifiction QA Tem Memer - My Fixed nd Rejected defects f Click Yes to confirm, nd close the Orgnize Fvorites dilog ox. 133

Lesson 6 Adding nd Trcking Defects 134

7 Alerting on Chnges You cn instruct HP Appliction Lifecycle Mngement (ALM) to crete lerts utomticlly nd send emils to notify those responsile when certin chnges occur in your project tht my impct the ppliction lifecycle mngement process. You cn lso dd your own follow-up lerts. To generte utomtic notifiction lerts, your ALM project dministrtor must ctivte lert rules in Project Customiztion. Alert rules re sed on ssocitions you mke in ALM etween requirements, tests, nd defects. When n entity in your project chnges, ALM lerts ny ssocited entities tht my e impcted y the chnge. The lerts cn e seen y ll users. ALM lso notifies the person responsile for the entity t the time of the chnge of ny ssocited entities tht my e impcted y the chnge. ALM lso enles you to dd your own follow-up flg to specific requirement, test, test instnce, or defect to remind you to follow up on n issue. When the follow-up dte rrives, ALM sends you n emil reminder. In this lesson, you will lern out: Triggering n Alert on pge 136 Creting Follow Up Alerts on pge 139 135

Lesson 7 Alerting on Chnges Triggering n Alert When requirement, test, test instnce, or defect in your project chnges, ALM cn notify those responsile for ny ssocited entities. You cn ssocite tests with requirements (see "Defining Test Configurtions" on pge 61) nd defects with other ALM entities (see "Linking Defects to Tests" on pge 127). In ddition, you cn crete trceility links etween requirements. For more informtion on creting trceility links etween requirements, see the HP Appliction Lifecycle Mngement User Guide. ALM cn generte lerts for these chnges: Wht chnged? Requirement (excluding chnge of Direct Cover Sttus nd risk-sed qulity mngement fields) Defect sttus chnged to Fixed Which ssocited entities re flgged? Tests Requirements Test instnces Who is notified? Test designers Requirement uthors Responsile testers Test rn successfully Defects Users ssigned to defects In this exercise, you will trigger lerts for tests y chnging the ssocited requirement. You will modify the View Reservtions requirement nd then you will view the flgged tests. To trigger n lert: 1 Disply the requirements tree. On the ALM sider, under Requirements, select Requirements. In the Requirements module, select View > Requirement Detils. 2 Select the requirement tht you wnt to chnge. Under Reservtion Mngement, select the View Reservtions requirement. 136

Lesson 7 Alerting on Chnges 3 View the ssocited tests. To view the tests tht will e impcted y the chnge, click the Test Coverge t. The t displys the ssocited tests. 4 Chnge the priority of the Cruise Booking requirement. Click the Detils t. Click the down rrow djcent to the Priority ox nd select 5-Urgent. Version Control: If you re prompted to check out the requirement, click OK. This chnge cuses ALM to generte lerts for the tests ssocited with the requirement. ALM lso sends emil notifiction to the designers of the ssocited tests. Version Control: Check in the new version of the requirement. Right-click the requirement, nd select Versions > Check In. Click OK to confirm. 137

Lesson 7 Alerting on Chnges 5 View the lert for the Flight Confirmtion test. In the Test Coverge t, click the link to the Flight Confirmtion test. The test is highlighted in the test pln tree. Click the Refresh All utton. c The Flight Confirmtion test hs n lert flg, indicting tht chnge ws mde to n ssocited requirement. Click the Alerts flg for the Flight Confirmtion test. The Alerts dilog ox opens. 138

Lesson 7 Alerting on Chnges The lert indictes the requirement nd the chnge tht triggered the lert. It lso indictes the nme of the person to whom ALM sends emil notifiction of this chnge. Version Control: The lert sttes tht the version sttus hs chnged to Checked In. It does not indicte which fields hve een modified. You cn then compre the new version with the previous version. d Click OK. 6 View the lerts of the other ssocited tests. In the test pln tree, view the lerts of the following tests: Itinerry > Itinerry Pge nd Itinerry > View Reservtions > Review Reservtions. Creting Follow Up Alerts ALM enles you to dd your own lerts to remind you to follow up on outstnding issues. In this exercise, you will dd follow-up flg to defect whose sttus you wnt to check one week from tody. When you dd follow-up flg, ALM lso dds n informtion r tht reminds you out the follow-up lert. When the follow-up dte rrives, ALM sends you n emil reminder, nd chnges the flg icon from gry to red. Follow-up flgs re specific to your user nme, mening tht only you cn see your follow-up lerts. To crete follow up lert: 1 Disply the Defects module. On the ALM sider, select Defects. 2 Select the defect tht you wnt to flg with follow up reminder. In the Defects Grid, select defect. 139

Lesson 7 Alerting on Chnges 3 Crete the follow up lert. Click the Flg for Follow Up utton. The Flg For Follow Up dilog ox opens. Perform the following: Follow up y: Select the dte one week from tody. Description: Type: Remind me out this defect on this dte. c Click OK. The flg icon is dded to the defect record. 140

8 Anlyzing ALM Dt HP Appliction Lifecycle Mngement (ALM) reports nd grphs help you ssess your ppliction lifecycle mngement process. You cn generte reports nd grphs t ny time during the process. You cn crete project reports in the Anlysis View module tht enle you to design nd generte verstile reports contining informtion from the ALM project. You cn crete grphs either in the Anlysis View module, or during your work in the Requirements, Test Pln, Test L, Business Components, or Defects modules. In either cse, you cn sve the grphs in the Anlysis View module for future reference. Using the Dshord View module, you cn lso crete dshord pges tht disply multiple grphs side-y-side. In this lesson, you will lern out: Generting Project Reports on pge 142 Generting Predefined Stndrd Reports on pge 148 Generting Grphs on pge 151 Generting Dshord Pges on pge 161 141

Lesson 8 Anlyzing ALM Dt Generting Project Reports Project reports enle you to compile verstile reports of project dt. In project report, you define sections nd su-sections, ech listing records of specified ALM entity. To ech report section, you ssign templte tht determines the fields nd lyout of the section. You lso ssign document nd style templtes tht determine the overll report ppernce. In this exercise, you will crete report of tests with their linked defects. To generte project report: 1 Open the ALM_Demo project. If the ALM_Demo project is not lredy open, log in to the project. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Anlysis View module. On the ALM sider, under Dshord, select Anlysis View. 3 Add folder to the Privte root folder. c d e In the tree, select the Privte folder. Click the New Folder utton. The New Folder dilog ox opens. Under Folder Nme, type My_Anlysis_Items. Click OK. The new folder is dded s su-folder of the Privte folder. The Detils t displys the folder nme nd the user tht creted the folder. In the Description t, type This folder includes my demo nlysis items. 4 Crete project report. c Click the New Item utton nd select New Project Report. The New Project Report dilog ox opens. In the Project Report Nme ox, type Reviewed tests nd linked defects. Click OK. A new project report is dded to the folder you creted. Notice tht the icon represents project report. 142

Lesson 8 Anlyzing ALM Dt The Configurtion t is selected. 5 Add min section to report. Click the Add Report Section utton. The Add Report Section dilog ox opens. Under Type, select Tests. The defult section nme Tests displys in the Nme field. c Click OK. The Tests section is dded to the report tree, under the Document root folder. 143

Lesson 8 Anlyzing ALM Dt 6 Add su-section to the report. In the report tree, right-click the Tests section, nd select Add Report Section. In the Add Report Section dilog ox, you cn select n entity relted to the min section. Under Type, select Defects. The Reltionship field descries the nture of the reltionship etween the tests nd defects. The defult section nme Linked Defects displys in the Nme field. c Click OK. The Linked Defects section is dded to the report tree, under the Tests section. 144

Lesson 8 Anlyzing ALM Dt 7 Configure document settings. In the report tree, select the Document root node. c In the right pne, in the Output Formt field, select PDF. Under Document Templtes, you ssign templtes tht ffect different res of the report. Templte Type Document Templte Style Templte History Templte Description Defines fields on the title pge, heders nd footers, pge orienttion, nd other document lyout settings. Defines formtting of report elements. For exmple, tles, hedings, nd prgrphs. Defines the style in which history informtion is displyed in report sections. Defult templtes re ssigned to the different templte types. Additionl templtes cn e designed y the project dministrtor in Project Customiztion. 145

Lesson 8 Anlyzing ALM Dt d Click the Edit Document Field Vlues utton longside the Document Templte field. The Edit Document Templte Field Vlues dilog ox opens. The dilog ox enles you to type vlues for fields in res such s the title pge, heders nd footers, s defined in the document templte. e For ech field nme, type the following vlues: Field Nme Project Title1 summry Author Field Vlue ALM Demo Project Interim Report An interim report of reviewed tests nd their linked defects. Alex ALM f Click OK. 146

Lesson 8 Anlyzing ALM Dt 8 Configure the Tests report section. In the report tree, select the Tests section. c d e f g h Under Report Section Detils, in the Nme field, renme the section Reviewed Tests. The section nme is used s the section title in the report. Under Templte Detils, mke sure Project Templte is selected. Click the rrow, nd select Test Templte creted y Alice. The templte you ssign to the section determines the section formt, nd the entity fields displyed in the section. Under Filter, click the Set Filter/Sort utton. The Filter Tests dilog ox opens. Click the rrow djcent to the Reviewed field. In the Select Filter Condition dilog ox, select Reviewed, nd click OK. Click OK to close the Filter Tests dilog ox. 9 Configure the Linked Tests report section. Select the Linked Defects section. 147

Lesson 8 Anlyzing ALM Dt Click the rrow longside Project Templte, nd select Defect Tulr Templte. Tulr templtes disply records in rows of tle. 10 Generte the report. Click Generte. A dilog ox opens, displying the progress of the report genertion. When the report is redy, PDF reder opens, displying the report results. Generting Predefined Stndrd Reports Predefined stndrd reports enle you to generte reports of your dt in the Requirements, Test Pln, Test L, Business Components, nd Defects modules, while working in those modules. You cn either choose from list of predefined reports, or you cn crete reports on selected records for immedite disply. You cn use predefined reports for one-time reference, or sve them in the Anlysis View module, where you cn continue to configure their dt nd ppernce. In this exercise, you will generte stndrd report from the Requirements module nd sve it in the Anlysis View module. To generte predefined stndrd report: 1 Disply the Requirements module. On the ALM sider, under Requirements, select Requirements. If the Requirements Tree view is not lredy displyed, choose View > Requirements Tree. 148

Lesson 8 Anlyzing ALM Dt 2 Generte report. Choose Anlysis > Reports > Stndrd Requirement Report. The Stndrd Requirement Report dilog ox opens. This report lists the requirements tht pper in the current requirements view. 149

Lesson 8 Anlyzing ALM Dt 3 Sve the report in the Anlysis View module. Click Sve. The New Stndrd Report dilog ox opens. Under Select Folder, expnd the Privte folder, nd select My_Anlysis_Items. Click Sve. The Anlysis View module opens, nd the report displys under the View t. 150

Lesson 8 Anlyzing ALM Dt Generting Grphs You cn crete grphs in the Anlysis View module, tht disply dt from the Requirements, Test Pln, Test L, Business Components, nd Defects modules. You cn lso crete predefined grphs directly from the Requirements, Test Pln, Test L, Business Components, nd Defects modules. In either cse, you cn use grph wizrd to guide you through the stges of creting grph. After creting grph, you cn shre the grph for viewing in We rowser outside ALM. This section includes: Generting Grphs in the Anlysis View Module Generting Predefined Grphs Shring Grphs Generting Grphs in the Anlysis View Module In the Anlysis View module, you cn crete grphs nd configure them ccording to your specifictions. You cn lso crete grph using the grph wizrd. The grph wizrd tkes you through the steps involved in creting grph nd defining its settings. You crete grphs in either pulic folder or privte folder. Grphs in pulic folder re ccessile to ll users. Grphs in privte folder re ccessile only to the user who creted them. In this exercise, you will use the grph wizrd to generte grph tht summrizes the defects y sttus nd priority level. To generte grph in the Anlysis View module: 1 Mke sure the Anlysis View module is displyed. If the Anlysis View module is not displyed, on the ALM sider, under Dshord, select Anlysis View. 151

Lesson 8 Anlyzing ALM Dt 2 Open the grph wizrd. Click the New Item utton nd select Grph Wizrd. The grph wizrd opens on the Select Grph Type dilog ox. 3 Select the grph type. Under Entity, select Defects. Under Grph Type, mke sure Summry Grph is selected. 4 Select the projects to include. Qulity Center Strter Edition: If you re using Qulity Center Strter Edition, ignore this step. 152

Lesson 8 Anlyzing ALM Dt Click Next. The Select Projects dilog ox opens. You cn include dt from multiple projects in the grph. For this exercise, we will use only the current project. Mke sure Use Current Project is selected. 5 Define filter to view defects with high to urgent priority. Click Next. The Select Filter dilog ox opens. Under Filter Selection, select Define new filter. Click the Filter utton. The Filter defects dilog ox opens. 153

Lesson 8 Anlyzing ALM Dt c Click the rowse utton djcent to the Priority field. The Select Filter Condition dilog ox opens. d In the right pne, select the logicl expression >=. e In the left pne, select 3-High. f Click OK to close the Select Filter Condition dilog ox. 6 Define filter to view defects tht re not closed. c Click the rowse utton djcent to the Sttus field. The Select Filter Condition dilog ox opens. In the right pne, select the logicl expression Not. In the left pne, select Closed. d Click OK to close the Select Filter Condition dilog ox. e Click OK to close the Filter dilog ox. 7 Set the grph ttriutes. Click Next. The Select Grph Attriutes dilog ox opens. 154

Lesson 8 Anlyzing ALM Dt c Under Group By field, mke sure tht it is set to <None>. Under X-xis field, select Priority to view the numer of defects y priority. 8 Generte the Grph. Click Finish. The grph is displyed in the grph window. The grph shows summry of defects with High to Urgent priority, whose sttus is not Closed. 155

Lesson 8 Anlyzing ALM Dt 9 Sve the grph in the Anlysis View module. Click Sve. The New Grph dilog ox opens. c Expnd the Privte folder, nd select My_Anlysis_Items. Click Sve. The Defects Summry grph is sved in the nlysis tree, nd displyed in the View t. 10 Disply dditionl defect detils. Click r in the grph. The Drill Down Results dilog ox opens nd displys the defects tht elong to the r. Close the Drill Down Results dilog ox. 156

Lesson 8 Anlyzing ALM Dt 11 Disply other grph views. Click the Pie Chrt utton to disply the grph s pie chrt. Click the Dt Grid utton to disply the dt s grid. Generting Predefined Grphs You cn crete predefined grphs during your work in the Requirements, Test Pln, Test L, Business Components, nd Defects modules. Predefined grphs enle you to crete severl types of grphs in ech module, using the existing module filter. You cn use predefined grphs for one-time reference, or sve them in the Anlysis View module, where you cn continue to configure their dt nd ppernce. In this exercise, you will generte summry grph from the Defects module. To generte predefined grph: 1 Disply the Defects module. On the ALM sider, select Defects. 2 Cler the Defects grid filter. Click the Set Filter/Sort rrow, nd choose Cler Filter/Sort to cler the filter tht is pplied to the grid. 157

Lesson 8 Anlyzing ALM Dt 3 Generte report. Choose Anlysis > Grphs > Defects Summry - Group y Sttus. The grph window opens, displying the selected grph. The grph shows the numer of defects tht exist in your project, ccording to the people to whom they re ssigned. Defects in the grph s columns re grouped ccording to their sttus. 4 Close the grph window. Click the Cncel utton. 158

Lesson 8 Anlyzing ALM Dt Shring Grphs You cn llow ALM users or others to view red-only versions of grphs outside ALM. Ech time you ccess the grph outside ALM, it displys the most up-to-dte informtion. In this exercise, you will shre the Defects Summry grph you creted in the Generting Grphs in the Anlysis View Module exercise. To shre grph: 1 Disply the Anlysis View module. On the ALM sider, under Dshord, select Anlysis View. 2 Shre the Defects Summry grph. In the Privte folder, under My_Anlysis_Items, select Defects Summry Grph - y Priority. Right-click the grph, nd select Shre Anlysis Item. The Shre Anlysis Item dilog ox opens. c d Select Copy Anlysis Item Pulic URL. This option llows others to view the grph without entering ALM user credentils. Click OK. A URL of the grph is sved to the clipord. 159

Lesson 8 Anlyzing ALM Dt 3 View the grph outside ALM. Open We rowser window. In the ddress r, pste the clipord content, nd press ENTER. The grph is displyed in the We rowser. Below the grph, the Lst Generted dte nd time is displyed, nd link to the item in ALM. 160

Lesson 8 Anlyzing ALM Dt Generting Dshord Pges Using the Dshord module, you cn rrnge nd view multiple grphs on single dshord pge. You select the grphs to include in the dshord pge from the grphs in the nlysis tree. You cn rrnge nd resize the grphs on the pge. You crete dshord pges in either pulic folder or privte folder. Dshord pges in pulic folder re ccessile to ll users. Dshord pges in privte folder re ccessile only to the user who creted them. In this exercise, you will crete dshord pge for the defect grphs in the pulic folder. To generte dshord pge: 1 Disply the Dshord View module. On the ALM sider, under Dshord, select Dshord View. 2 Add pge to the Pulic folder. c d In the tree, select the Pulic folder. Click the New Pge utton. The New Dshord Pge dilog ox opens. In the Dshord Pge Nme field, type Summry of Defects pge. Click OK. A dshord pge is dded to the dshord tree under the Pulic folder. 3 Select the grphs tht you wnt to include in the dshord pge. Click the Configurtion t. In the Grphs Tree pne, expnd the Pulic folder. 161

Lesson 8 Anlyzing ALM Dt c Expnd the Defects folder. The folder includes four grphs. d e Doule-click the first grph. A plceholder for the grph is creted in the Configurtion t displying the grph s title. Add the other three grphs to the dshord pge. 162

Lesson 8 Anlyzing ALM Dt 4 Rerrnge the dshord pge. Select the second plceholder nd drg it upwrds so tht it is longside the first plceholder. Select the fourth plceholder nd drg it upwrds so tht it is longside the third plceholder. 163

Lesson 8 Anlyzing ALM Dt 5 View the dshord pge. Click the View t. ALM genertes nd displys the grphs in the View t. The dshord pge displys the unresolved defects per cycle, per person, per severity, nd per suject. c To view the dshord pge in full-screen mode, click the View Pge in Full Screen utton, locted in the upper-right corner of the pge. To return to the stndrd view, click the close utton, locted in the upper-right corner of the pge. 164

9 Creting Lirries nd Bselines A lirry represents set of entities in project nd the reltionships etween them. The entities in lirry cn include requirements, tests, test resources, nd usiness components. A seline is snpshot of the lirry t specific point in time. Bselines enle you to keep trck of chnges mde to your project over time. You crete lirries in the Lirries module. You cn compre selines t ll stges of the ppliction lifecycle mngement process. For exmple, you cn compre two selines in lirry to review chnges mde to tests in the lirry over time. You cn lso compre seline to the current entities in the lirry. In this lesson, you will crete lirry of tests nd requirements. You will then compre two selines in the lirry to review chnges mde to tests in the lirry over time. Qulity Center Strter Edition: This lesson is not ville for Qulity Center Strter Edition. In this lesson, you will lern out: Creting Lirries on pge 166 Creting Bselines on pge 168 Compring Bselines on pge 170 165

Lesson 9 Creting Lirries nd Bselines Creting Lirries In this exercise, you will dd lirry of tests nd requirements to ALM. To perform this exercise you must log in s lex_lm. To crete lirry: 1 Mke sure to log in to ALM_Demo s lex_lm. Open the HP ALM Login window. In the Login Nme ox, type lex_lm. Skip the Pssword ox. For more informtion, see "Strting ALM" on pge 18. 2 Disply the Lirries module. On the ALM sider, under Mngement, select Lirries. 3 Crete lirry folder. c d In the lirries tree, select the root Lirries folder. Click the New Folder utton. The New Lirry Folder dilog ox opens. In the Lirry Folder Nme ox, type Folder1. Click OK. The Folder1 folder is dded to the lirries tree. In the Description ox in the right pne, type the following description for the lirry folder: This folder contins lirry of tests nd requirements. 166

Lesson 9 Creting Lirries nd Bselines 4 Add lirry to your lirry folder. Click the Crete Lirry utton. The New Lirry dilog ox opens on the Content pge. c d e f In the Nme ox, type Lirry1. In the Requirements t, expnd the Requirements root folder. Select the check ox djcent to the Mercury Tours Appliction folder, to include the folder in the lirry. Click the Tests t. Mke sure the Tests in selected folders option is selected. Expnd the Suject root folder, nd select the Mercury Tours Site folder to include in the lirry. Click Detils on the sider. In the Description ox, type This lirry includes tests nd requirements. Click OK. The new lirry is dded to the lirries tree. 167

Lesson 9 Creting Lirries nd Bselines Creting Bselines A seline is snpshot of your lirry t specific point in time. You cn use seline to mrk ny significnt milestone in the ppliction lifecycle mngement process. A seline includes ll the entities defined in the lirry, including requirements, tests, test resources, nd usiness components. Bselines lso include the reltionships etween the entities in the lirry, such s trceility nd coverge. Bselines enle you to keep trck of chnges mde to your project over time. In the following exercise, you will crete n initil seline tht will lter e compred to nother seline to evlute the impct of chnges. To crete seline: 1 Mke sure the Lirries module is displyed. If the Lirries module is not displyed, on the ALM sider, under Mngement, select Lirries. 2 Add seline to your lirry. In the lirries tree, select the Lirry1 lirry. Click the Crete Bseline utton. The Bseline Verifiction dilog ox opens, nd verifiction process egins. 168

Lesson 9 Creting Lirries nd Bselines The Verifiction results window displys the results of the lirry size verifiction. The process checks tht the size of the lirry does not exceed the limit defined in Site Administrtion. c d Click Continue. The New Bseline dilog ox opens. In the Bseline Nme field, type Bseline1. Click OK. The seline is dded to the lirries tree, nd the cretion process egins. e The seline is creted in ckground process, nd my tke some time. You cn continue working in ALM during the seline cretion process. In the Detils t, click the Description pne nd type Bseline of tests nd requirements. 3 View the seline log file. In the Detils t, click the View Log utton. The Log: Crete Bseline dilog ox opens nd displys progress. Click Close to close the dilog ox. The View Log utton is no longer displyed. 169

Lesson 9 Creting Lirries nd Bselines Compring Bselines You cn compre two selines in lirry. For exmple, you cn compre selines t different stges of development to ssess the impct of chnges mde to requirements in your project. You cn then updte the relevnt tests in your project ccordingly. You cn lso compre seline to the current entities in the lirry. For exmple, suppose you crete seline t the strt of new relese. Over time, chnges re mde to requirements in the lirry. To determine whether product development is proceeding s plnned, you cn compre requirements in the initil seline with the current requirements in the lirry. In the following exercise, you will dd test coverge to requirement nd then crete nother seline. You will then compre your two selines to evlute the impct of the chnges. To compre selines: 1 Modify requirement. c d e f g On the ALM sider, under Requirements, select Requirements. Select View > Requirement Detils. In the requirements tree, under Mercury Tours Appliction, expnd Appliction Usility. Select Keyord Support. Click the Test Coverge t. The Test Coverge t displys coverge for this requirement. If the Test Pln Tree t on the right is not displyed, click the Select Tests utton. In the Test Pln Tree t, expnd the Mercury Tours Site nd HTML Pges suject folders. Doule-click the HTML Pge Source test. The test is dded to the coverge grid. 2 Crete new seline. Repet Steps 1 nd 2 on pge 168. Nme your new seline Bseline2. 170

Lesson 9 Creting Lirries nd Bselines 3 Select seline with which to compre. c In the lirries tree, select Bseline1. Click the Compre To utton, nd select Select Bseline to compre the seline with nother seline. The Select Bseline dilog ox opens. Click the rrow nd select Bseline2 from the list. Click OK. Click OK to close the Select Bseline dilog ox. Click Yes to close the Wrning dilog ox. The Compre Bselines Tool dilog ox opens. The selines re displyed in seprte pnes, with the more recently creted seline displyed in the right pne. In ech pne, the lirry s entities re displyed in the sme hierrchicl tree structure s defined in the specific module. 171

Lesson 9 Creting Lirries nd Bselines 4 View requirement chnges etween the selines. Click the Go To Next Chnge utton in the right pne to view the chnge. Differences etween the two selines re indicted in the Chnges column. The tool indictes tht there is difference in the Keyord Support requirement etween the selines. To compre the modified requirement etween selines, select Keyord Support nd click the Compre Entities utton on the toolr. The Compre Entities dilog ox opens. 172

Lesson 9 Creting Lirries nd Bselines c Click the Test Coverge utton on the sider. The Test Coverge view displys detils of the entity in ech seline. d Click Close. 173

Lesson 9 Creting Lirries nd Bselines 174

10 Customizing Projects In the previous lessons, you lerned how to use HP Appliction Lifecycle Mngement (ALM) to help you mnge ll phses of the ppliction lifecycle mngement process, including specifying releses nd cycles, specifying requirements, plnning tests, running tests, nd trcking defects. In this lesson, you will lern how to customize your ALM project to meet the needs of your tem. You cn control ccess to project y defining the users who cn ccess the project nd y specifying the types of tsks ech user cn perform. When new memers re dded to your tem, you ssign them to the projects tht they will e using, nd specify the tsks tht they cn perform. You cn lso customize your ALM project y modifying system fields or y dding user-defined fields. System fields re ALM defult fields. You cnnot dd or delete system fields, you cn only modify them. User fields re fields tht you cn define. You cn dd, modify, nd delete user-defined fields. Fields cn e ssocited with system nd user-defined lists. A list contins the vlues tht the user cn enter in field. For exmple, if you re running tests on two different dtse servers, you cn dd Dtse field to your project. You cn then crete selection list contining the vlues Orcle nd Microsoft SQL, nd ssocite the list with the Dtse field. 175

Lesson 10 Customizing Projects In this lesson, you will lern out: Strting Project Customiztion on pge 176 Adding New Project User on pge 179 Assigning User to User Group on pge 182 Defining User-Defined Field on pge 184 Creting Project List on pge 186 Strting Project Customiztion You customize your ALM projects using the Project Customiztion window. In this exercise, you will log in to the Project Customiztion window with project dministrtor privileges. To strt project customiztion: 1 Open the HP ALM Login window. Mke sure tht the ALM Login window is open. For more informtion, see "Strting ALM" on pge 18. 2 Type user nme with project dministrtor privileges nd uthenticte. c In the Login Nme ox, type lex_lm. Skip the Pssword ox. A pssword ws not ssigned to this user nme. Click the Authenticte utton. ALM verifies your user nme nd pssword nd determines which domins nd projects you cn ccess. 3 Log in to the project. c In the Domin list, select Defult. In the Project list, select ALM_Demo. Click the Login utton. The ALM min window opens nd displys the module in which you were lst working. 176

Lesson 10 Customizing Projects 4 Open the Project Customiztion window. Choose Tools > Customize on the ALM msthed. The Project Customiztion window opens. By defult, the Project Customiztion window contins the following links: Option User Properties Project Users Groups nd Permissions Module Access Description Enles you to chnge your user properties. For exmple, you cn chnge your emil ddress. You cn lso chnge your pssword. Enles you to dd nd remove users from n ALM project. You cn lso ssign users to user groups to restrict user ccess privileges. Enles you to ssign privileges to user groups y specifying permission settings. Enles you to control the modules tht ech user group cn ccess. By preventing users from ccessing unnecessry modules, you cn etter utilize your ALM licenses. 177

Lesson 10 Customizing Projects Option Project Entities Requirement Types Risk-Bsed Qulity Mngement Project Lists Automil Alert Rules Workflow Description Enles you to modify the ehvior of ALM system fields or define user-defined fields tht re unique to your project. For exmple, if you re running tests on severl uilds of n ppliction, you cn dd Detected in Build user-defined field to the New Defect dilog ox. You cn then ssocite it with selection list contining the vlues for this field. Enles you to customize the definitions for requirement types. Qulity Center Strter Edition: This option is not ville for Qulity Center Strter Edition. Enles you to customize settings for risk-sed qulity mngement. Qulity Center Strter Edition: This option is not ville for Qulity Center Strter Edition. Enles you to dd customized lists to project. A list contins vlues tht the user cn enter in system or user-defined fields. For exmple, for the Detected in Build field, you cn crete selection list contining the vlues Build1, Build2, nd Build3. Enles you to set up utomtic mil notifiction rules to inform users vi emil ech time chnges re mde to specified defects. Enles you to ctivte lert rules for your project. This instructs ALM to crete lerts nd send emils when chnges occur in the project. Enles you to generte scripts tht perform commonly needed customiztions on dilog ox fields in the Defects module. In ddition, you cn write scripts to customize dilog oxes in other modules, nd control the ctions tht users cn perform. 178

Lesson 10 Customizing Projects Option Project Plnning nd Trcking Project Report Templtes Sprinter Description Enles you to crete nd customize the project plnning nd trcking (PPT) KPIs. ALM Editions: The Project Plnning nd Trcking link in Project Customiztion is not ville for Qulity Center Strter Edition nd Qulity Center Enterprise Edition. Enles you to crete nd customize report templtes tht project users cn ssign to templte sed reports. Enles you to configure settings for working with HP Sprinter for mnul testing in ALM. ALM Editions: The Sprinter link in Project Customiztion is not ville for Qulity Center Strter Edition nd Performnce Center Edition. Adding New Project User You cn control ccess to n ALM project y defining the users who cn log in to the project, nd y specifying the types of tsks ech user my perform. For ech project, you select project users from the ALM site users list. This list is creted in Site Administrtion. From Project Customiztion, you dd users to project nd ssign them to user groups. Ech user group hs ccess to certin ALM tsks. In this exercise, you will dd new project user to the ALM_Demo project. Note: For the purpose of the exercise, we will first remove user from the project, nd then dd the user to the project gin. 179

Lesson 10 Customizing Projects To dd new project user: 1 Mke sure tht you re logged in to ALM s project dministrtor. For more informtion on how to open the Project Customiztion window, see "Strting Project Customiztion" on pge 176. 2 Open the Project Users pge. In the Project Customiztion window, click the Project Users link. The Project Users pge opens nd displys list of users tht hve een ssigned to the project. 3 Remove user. In the Project Users list, select cecil_lm, nd click Remove User. Click Yes to confirm. 4 Add new user nme. Click the Add User rrow. You cn dd n existing user from the list of site users y typing the user s nme or y selecting the user from the list of site users. You cn lso crete new user nd dd the new user to the project. 180

Lesson 10 Customizing Projects Select Add User y Nme. The Add User dilog ox opens. c In the User Nme ox, type cecil_lm nd click OK. The new user is dded to the Project Users list nd the user properties re displyed in the Detils t. User personl settings re defined in Site Administrtion. 181

Lesson 10 Customizing Projects Assigning User to User Group To enle users to do their jo, nd to protect project from unuthorized ccess, ALM enles you to ssign ech user to specific user group. Ech group hs ccess to certin ALM tsks. You cn use the predefined user groups with their defult permissions or you cn customize your own user groups with unique sets of permissions. In this exercise, you will ssign the new user cecil_lm to the QATester user group. To ssign user to user group: 1 Mke sure tht the Project Users pge is displyed. If the Project Users pge is not lredy open, click the Project Users link in the Project Customiztion window. 2 Select cecil_lm from the Project Users list. In the Project Users list, select cecil_lm. 182

Lesson 10 Customizing Projects 3 Disply user s memership in user groups. Click the Memership t. The user groups tht cecil_lm elongs to nd does not elong to re displyed. By defult, new user is ssigned to the Viewer user group. 4 Assign cecil_lm to the QATester group. Under Not Memer of, select QATester nd click the right rrow utton to move the group to Memer of. 5 Remove cecil_lm from the Viewer group. Under Memer of, select Viewer nd click the left rrow utton to move the group to Not Memer Of. Click Sve to sve the chnges to the Project Users pge. Click OK. 183

Lesson 10 Customizing Projects Defining User-Defined Field You cn define user-defined fields tht re unique to your project, or modify the ehvior of ALM system fields. The fields re stored in ALM project entities. For exmple, the Defect entity contins dt entered in the Defects module. In the following exercise, you will dd the Dtse user-defined field to the Defect entity. This field indictes the server dtse in use when testing n ppliction. To dd user-defined field: 1 Mke sure tht the Project Customiztion window is displyed. For more informtion on how to open the Project Customiztion window, see "Strting Project Customiztion" on pge 176. 2 Open the Project Entities pge. In the Project Customiztion window, click the Project Entities link. The Project Entities pge opens. 184

Lesson 10 Customizing Projects 3 Add new user-defined field to the Defect entity. Under Project Entities, expnd Defect. Click the User Fields folder nd click the New Field utton. A new field is dded under the User Fields folder. BG_USER_nn indictes user-defined field under the Defect entity. 4 Renme the defult field nme. c In the Lel ox, insted of the defult nme, type Dtse. Click Sve. Click OK. 185

Lesson 10 Customizing Projects Creting Project List You cn ssocite fields with system nd user-defined lists. A list contins vlues tht the user cn enter in field. In the previous exercise you dded the Dtse field. In the following exercise you will crete list nd ssign it to the Dtse field. You will then open the New Defect dilog ox to view the new field. To crete project list: 1 Mke sure tht the Project Customiztion window is displyed. For more informtion on how to open the Project Customiztion window, see "Strting Project Customiztion" on pge 176. 2 Open the Project Lists pge. In the Project Customiztion window, select the Project Lists link. The Project Lists pge opens. 186

Lesson 10 Customizing Projects 3 Crete new list. Click New List. The New List dilog ox opens. In the List Nme ox, type DB. Click OK to close the New List dilog ox. 4 Add Items to your list. Click New Item. The New Item dilog ox opens. Type Orcle nd click OK. Repet the sme procedure nd dd MS SQL to the DB list. c Click Sve to sve the chnges to the Project Lists pge. Click OK. 5 Assign the list to the Dtse field. c In the Project Customiztion window, click the Project Entities link. The Project Entities pge opens. Under Project Entities, expnd Defect. Expnd the User Fields folder nd select Dtse. 187

Lesson 10 Customizing Projects d Under Settings, in the Type list, select Lookup List to set the field type s drop-down list. The Lookup list section is displyed elow the field settings. e f Under Lookup List, select the DB list. Click Sve to sve the chnges to the Project Entities pge. Click OK. 188

Lesson 10 Customizing Projects 6 View the new user-defined field in the New Defect dilog ox. c Click the Return utton locted on the upper-right corner of the window. In the Customiztion Chnges dilog ox, select Mjor Chnge, nd click OK. The Project Customiztion window closes, nd you return to your ALM project. In the Defects module, click the New Defect utton. The New Defect dilog ox opens. New user-defined field The Dtse field is displyed in the New Defect dilog ox. You my need to drg the scroll r down to disply the field. d Click the down rrow nd view the dtse types you defined. Click Close. 189

Lesson 10 Customizing Projects 190

11 Conclusion ALM helps you orgnize nd mnge ll phses of the ppliction lifecycle mngement process, including defining releses, specifying requirements, plnning tests, executing tests, nd trcking defects. Throughout ech phse, you cn nlyze dt y generting detiled reports nd grphs. Phse Relese Specifictions Requirement Specifictions Test Plnning Description Develop relese-cycle mngement pln to help you mnge ppliction releses nd cycles more efficiently. You cn trck the progress of n ppliction relese ginst your pln to determine whether your relese is on trck. Define requirements to meet your usiness nd testing needs. You cn mnge the requirements nd conduct multi-dimensionl trceility etween requirements, tests nd defects, cross multiple releses nd cycles. ALM provides rel-time visiility of requirements coverge nd ssocited defects to evlute qulity nd usiness risk. Bsed on the project requirements, you cn uild test plns nd design tests. ALM provides repository for oth mnul nd utomted tests. 191

Lesson 11 Conclusion Phse Test Execution Defect Trcking Description Crete suset of the tests in your project designed to chieve specific test gols. ALM supports snity, functionl, regression, nd dvnced testing. Execute scheduled tests to dignose nd resolve prolems. Sumit defects nd trck their repir progress. Anlyzing defects nd defect trends helps you mke effective go/nogo decisions. ALM supports the entire defect lifecycle from initil prolem detection through fixing the defect nd verifying the fix. 192