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