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Quality Assurance /
Software Testing Training
Quality Center
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Agenda
• Introduction to HP Quality Center.
• Release Management Module.
• Test Plan Module.
• Test Lab Module.
• Defect Management Module.
• Reports Module.
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Introduction
• HP Quality Center is a test management tool.
• It offers an organized framework for testing applications.
• It is a web based application which manages all aspects of testing process
which otherwise is a time consuming activity.
• It helps maintain a project database of tests that cover all aspects of
application functionality.
• It can be attached to our email system so that the information about the
defect can be supplied to all people concerned. For example Developers,
persons in customer support and quality assurance personnel.
• This can be integrated with automated tools like Winrunner, QTP, Load
runner so that we can get a fully automated application testing.
• Graphs and reports can be generated to analyze the information.
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Why Quality Center
• One stop shop for all testing related tasks.
• Coherence of different tasks.
• Better analysis and management.
• Easier to track
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Quality Center Modules
The quality center has following basic modules.
• Releases
• Requirements
• Test Plan
• Test Lab
• Defects
Additional modules
• Business components
• Dash board
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Quality Center Add- ins
• At times Quality center responds slow due to the client server nature of
application. The response depends on many parameters like network
configurations, geographical locations of testing team, load on system etc.
• To overcome the network problems test wares can be first created in
Microsoft word or Excel and then uploaded in QC.
• To upload MS word document QC needs Microsoft word add-in
• To upload Excel document QC needs Microsoft Excel add-in
• To connect to QTP, needs QTP Add-in.
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Quality Center – Release Management
The application testing process begins by defining a release tree in Releases
module. Here is the release management work flow.
Define release and Cycle
Assign Requirements
Assign and run Test sets
Assign Defects
Analyze Releases and Cycles
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Defining Releases and Cycles
For example,
Suppose you are defining upcoming releases for the sample Mercury
Tours application. The Mercury Tours Application folder contains Release
10.5. This release includes four cycles. You might define the releases and
cycles in the releases tree as follows:
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Assigning Requirements
After defining the releases and cycles, the QA manager assigns the
Requirements from requirement module to Releases and Cycles.
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Assigning and Running Tests
Once requirements are assigned, Each Test set folder from Test Lab module
is assigned to each cycle.
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Once Test set folders are assigned to cycles, Test sets are run under these
folders.
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Assigning Defects
If an application flaw is detected while running a test set, the QA engineer
can submit a defect. Quality Center automatically creates a link between the
test run, associated release and cycle, and the new defect.
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Analyzing Releases and Cycles
•Following test runs, the QA manager reviews the test progress to
determine how well it meets the release goals.
• The QA manager can also determine how many defects were resolved, and
how many still remain open. The results can be analyzed at a release or at a
cycle level.
• It also helps track the progress of the testing process in real time by
analyzing the releases tree and ensuring that it matches the release goals.
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Test Plan Module
Test Plan
It is a repository of test cases.
Can be accessed through the Test Plan
section in the Quality Center
Uses Subject (Root)-Folders-Test Model
Folder or Test name can be
# Module name
# Scenario name
# Functionality name
Test Plan starts after requirements are
baselined
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Developing a Test Plan consists of the following Steps
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Key elements in the Test Plan Module are
• Developing a Test Plan Tree
• Designing Tests
• Designing Test Steps
• Using parameters in tests
• Calling Tests
• Creating and Viewing Requirements Coverage
• Monitoring the status of test plans
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Developing a Test Plan Tree
To Create a Test plan Tree:
• Go to Tests>New Folder
• On New Folder dialog provide the
required Folder name
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Designing Tests
Adding a test to the subject folder.
Available test type:
• Manual
• Business Process
• WR_Automated
• LR_Scenario
• VAPI_XP Test
• System Test
• Alt_Scenario
• Quick Test_Test (Need QTP add-in)
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Designing Test
MANUAL: A Quality Center manual test.
WR-AUTOMATED: A test that is executed by WinRunner, HP's functional
testing tool for Microsoft Windows applications.
LR-SCENARIO: A scenario that is executed by LoadRunner, HP's load testing
tool.
QUICKTEST_TEST: A test that is executed by QuickTest Professional, HP's
functional enterprise testing tool. This test type is only available if you
have installed the appropriate add-in from the HP Quality Center Add-ins
page
VAPI-XP-TEST: A test that is created using Visual API-XP, the Quality Center
open test architecture API testing tool.
SYSTEM-TEST: A test that instructs Quality Center to provide system
information, capture a desktop image, or restart a machine.
BUSINESS-PROCESS: A business process test.
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Designing Test
• The new test is added to the
test plan tree under subject
folder
• Add a test Description.
• In the Details tab, you can
see the test name, test
designer, creation date, test
status, and other
information.
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Designing Test Steps
Designing Test Steps:
Goto Design Steps tab of created
Test
• Click the Design Steps
tab.
• Click the New Step
button. The Design Step
Editor opens
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Designing Test Steps
Define a step for displaying Yahoo login page
 Step Name: Display yahoo Login Page.
 Description: Launch a browser and enter URL as Yahoomail.com.
 Expected Result: Yahoo Login Page should be shown.
 Click OK
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Designing Test Steps
 To create an another step click on New Step icon
 Define a step for displaying Yahoo login(Example) page
 Step Name: User Name & Password.
 Description: Enter User Name and Password.
 Click Login.
 Expected Result: User must Log on.
 Click OK
 Repeat the same to add more number of steps.
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Exporting Excel Data to Quality Center
Select all the rows in the Excel sheet that are to be exported
Open the Excel sheet and click on “Tools->Export to Quality Center”
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Exporting Excel Data to Quality Center
Select the domain and the Project Code
Login with User ID
Select the tab
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Exporting Excel Data to Quality Center
Select a Map
An existing map can be selected or a new map can be created
This maps each field on the excel sheet with a corresponding field in the
Quality Center
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Exporting Excel Data to Quality Center
List Box on the left contains on the fields that are required for logging defects.
Fields in ‘Red’ color are the mandatory fields. These fields are set up by the admin.
A field is selected from the left list box and added to the right list box. Against this
field then the field name from the excel sheet is entered.
Mapped
fields
Creating
Mapping
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Exporting Excel Data to Quality Center
The fields are mapped.
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Export
Defect is successfully uploaded
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Copying Test Steps
• Display the Design Steps tab for yahoo_Login(Example)
• Click the Design Steps tab.
• Select the steps that you want to copy.
• Copy the selected steps.
• Paste the steps into the Yahoo_Search test(Example)
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Linking Requirements to a Test
• Display the Yahoo_Search test.
• Display the Req Coverage tab.
• Display the requirements tree.
• Click the Select Req button and expand the requirements tree displayed on the
right.
• Add the Child1 requirement to the coverage grid.
• Hide the requirements tree. Click the Close button.
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Test Lab
• Introduction
• Creating Test Sets
• Executing Test Sets
• Analyzing Results
• Linking Activities
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Test Lab
• Test Lab module is used to run the test cases.
• The Test run process begins with creating the Test Set Tree and
• running the tests.
• Initially a Test Set Folder is created.
• Depending on the testing goals you can add Tests to the Test Folder.
• Test sets can contain both manual and automated Test.
• We can include the same Test in different Test Sets or add a few Test
instances to the same Test Set.
• We can schedule date and time for the execution of Test Sets.
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Process Flow
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Create a Test Set
• Select the Test Lab module
• Click on Create Folder icon at the left corner of the module and give
the name for the folder.
• Select the created folder and click on create test set to create a set and
give name and description for the test set.
• A New Test Set is created.
• Select the Test set created.
• In the ‘Test set properties’
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Create a Test Set
Test Set Properties Window:
• The ‘Details’ tab enables to give the estimated open date of
test and estimated close date of test set.
• In the ‘attachments’ tab we can add an attachment to the test
set. Attachment can be a file, URL, snapshot of application,
and item from the clip board or system information.
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Create Test Set
• ‘On failure’ tab enables to set the conditions if any of the
automation test fails. Conditions are like stop the test set,
repeat the failed test or rerun the test set or do nothing.
‘Notifications’ tab enables send notifications to an user if any
of the test is finished with failed status, or failed due to some
network issues, or execution of test set is finished.
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Create Test Set
Execution Grid Window:
In the execution grid we can select the tests to be executed from test plan.
Tests can be either manual tests or automation tests.
Adding tests to test set
•Select the a Test Set
•Click on ‘Select tests’ icon at the top corner of the set.
•Drag and drop the tests from test plan tree displayed at right corner.
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Create a Test Set
If it is a manual test and that test is having some parameters,
parameters of the test window will open while dragging the test.
Parameters should be given when we execute the scripts. So we can just
close ‘parameters of the test’ window, with out giving any parameters.
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Create Test Set
• We can add any number of instances of a test in
single test set.
• Drag all required tests in a flow.
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Create Test Set
The default status of all the tests in test set will be ‘No Run’.
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Create a Test Set
Specify the Execution Flow:
• The execution flow tab gives the Order and flow of execution of tests.
• You can specify a test to run on a specific date and time or based on
a condition.
• Condition would be a test run will start only when a test is passed or
finished.
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Create a Test Set
• To specify a condition double click a test,
select the execution condition tab in ‘Run
Schedule’ window.
• Click on ‘New’ Button to create a condition.
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Create a Test Set
• Now we can observe the flow of test is changed.
• Now the notification will be sent to the assigned tester to start
testing of specified test on the scheduled day and time.
• The second can not be executed unless the previous test is
finished, because we did set condition in previous steps.
Select the ‘Test’ and
‘Condition’, click on
‘OK’ icon.
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Running The Tests
• Test Run can be in two ways:
• Manual Run
• Automatic
• Manual Run: To execute a manual test.
• Automatic: To execute automation script(s).
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Running The Tests
• Executing Manual Tests:
• Select a manual test in the set.
• Click on Icon to start the execution.
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Running The Tests
• Select the tester that who is executing the current test. By default
it will be current username of QC.
• If you want you can rename the ‘Run Name’
• Then click on ‘Begin Run’ Icon.
• When run begins it will ask for the parameter values if you have
any parameters while creating the tests in test plan.
• Give the parameter values and click on ‘OK’ Button.
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Running The Tests
• Once execution begins the steps are shown with default status ‘No
Run’.
• Click on ‘Compact View’ icon to see the description, expected values
and to add Actual results.
• You can view the expected result, but can not modify.
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Running The Tests
• Execute all the steps and enter actual results for all the steps.
• Click on Compact View icon again, to come back to steps grid.
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Running The Tests
Now change the status of all the steps based on actual result.
Click on ‘End Run’ icon to close the execution
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Running The Tests
After the execution:
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Running The Tests
• Automation scripts can be executed as a set or can be executed
as individual.
• To execute as a test click on ‘Run test set’ Icon.
• Executing Automated Scripts:
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Running The Tests
• To execute the script on a Remote machine, enter the remote
machine name in ‘Run on Host’ column.
• To execute locally select the option ‘Run All Tests Locally’.
• Execute all the tests one by one, click in Click on ‘Run All’.
• To Execute Individually select a test to be executed and click in Run.
• It will launch the tool and will execute the script.
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Running The Tests
• Once the execution is completed , an email will be sent to the specified
user.
• if the notification has been selected in test set properties window.
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Viewing Results
• Double click a test in the test set to open Test instance
properties window.
• Select the run name and click on ‘Launch report’ icon.
• It will launch the Quick test report for that particular instance.
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Linking Defects
• Click on the ‘Linked defects’ icon.
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Linking Defects
• To create and link a new defect click ‘Add and link defect’ icon.
• It will open defects module, create a defect and save it. Created defect
will be linked automatically to the test instance.
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Linking Defects
• To link an existing defect click on ‘link an existing defect’ icon.
• Link can be done in two ways.
• By defect ID
• By select the defect from defects module.
• Default is by defect ID.
• Give the defect ID and click on ‘Link’ icon.
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Adding Parameters
• Configuration tab enables to enter the parameters for manual tests and
Automated tests.
• It also enables to set a test to run how many number iterations if a test
fails.
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Defect Management using QC
• Locating and repairing defects is an essential phase in testing.
Analyzing defects and issues is what helps managers make the “go/no-
go” decision about application deployment. Quality Center helps
tracking application defects and enabling you to monitor defects
closely from initial detection until resolution.
• Defects gives a snapshot of the application under test and tell exactly
how many defects you currently have, their status, severity, priority,
age, etc.
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Defect Management using QC
The following things can be done in the defects module of
Quality Center:
• Tracking defects (stages)
• Adding Defects
• Reviewing Defects
• Matching Defects
• Updating Defects
• Mailing Defects
• Linking Defects
• Filtering/Sorting Defects
• Creating/Viewing Favorite views
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Tracking defects
• When you submit a defect to a Quality
Center project, it is tracked through
these stages: New, Open, Fixed and
Closed. A defect may also be Rejected
or it may be Reopened after it is fixed.
• When you initially report the status of
the defect is New by default.
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The Defects Toolbar
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The Defects Toolbar
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New Defect entry
• Selecting “New Defect”
button in Defect section
creates a new bug. All
fields marked by (*) or
in red are required.
• Description should have
steps to recreate and
test data.
• Attachments and
screenshots can be
added.
• Defect is submitted for
tracking.
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Reviewing open defects
• Various ways to
search defects in
Quality center
(using columns,
search, or
favorites).
• Double click
activity to
review in detail,
change status,
or add
comments.
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Matching Defects
• Matching defects enables you to
eliminate duplicate or similar defects in
your project. Each time you add a new
defect, QC stores lists of keywords from
the Summary and Description fields.
When you search for similar defects,
keywords in these fields are matched
against other defects.
• This filter can be set on the defects by
using the "Find similar defects" button.
• The results are stored in the similar
defects dialog box, sorted by the
percentage of detected similarity.
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Updating Defect in Quality Center
• When a defect needs
updated go to Defect
Details page.
• Change appropriate fields.
• Add comments.
• Save by selecting OK.
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Mailing Defects
• On the Defect Details page click on
the send email button.
• Send email dialog opens. Enter
valid To address, Add comments
and click on Send button to send
email.
• You can also include the
attachments and history of that
particular defect..
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Linking Defects
• A Defect can be linked directly or indirectly to an entity.
• When you add a defect from a test step a QC adds direct link to the
step and indirect link to its run, test instance and requirement if the
case is covered by the requirement.
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Filter / Sort Defects
• In the Defect module you can set filter to view defects
with some condition. For ex: Defects detected by an user.
• Click on the Set Filter/sort button
• The Filter dialog opens. Select the Detected By field and
click on the browse button.
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Filter / Sort Defects
The filter condition dialog opens with list of all users in the QC. Select the
username and click ok to apply the filter condition. Similarly you can select
status as “Not closed”. Defects grid displays defects detected by selected user
and whose status is Not closed (lists all defect status other than closed).
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Creating Favorite views for defects
• On the Defects module, select “Add
favorite” from the Favorites Menu
(available in the Header links).
• In the Name field type “My detected
defects” (for the above filtered defects).
• This favorites can be added to public or
private folder. Views in public folder is
accessible by all users. Views in private
can be accessed by the person who
created them.
• Select private for your defects list and
click on OK to add the view name to the
Favorite list.
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Viewing Favorite Views for Defects
On the Defects module, select the list saved as favorites from the
“Favorite” dropdown. The defects detected by you with status other
than closed will be displayed.
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Reports in Quality Center
• Introduction
• Available Reports and Sub Reports
• Generating Reports
• Customizing Reports
• Document generator
• Excel Reports
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Generating Reports
Generating Reports
• Quality Center reports can be
generated from each
Quality Center module.
• Report generation can be done
through “Analysis” menu
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Generating Reports
About Generating Reports
• You can generate reports at any time during the testing process.
• Reports can be generated from the Requirements, Test Plan, Test Lab,
and Defects modules. You can display reports using their default
settings, or you can customize them.
• You can save the settings of your reports as favorite views and reload
them as needed. You can also save your reports as text files or HTML
documents. In addition, you can export report data to Microsoft Excel.
• You can further customize the report by adding sub-reports.
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Requirement module reports
Requirement module reports
• The following reports are available with Requirement module reports
• Report Description Standard Requirements: Lists the requirements
that appear in the requirements tree.
• Tabular: Displays the requirements that appear in the requirements
tree in a grid format.
• Requirements with Coverage Tests Lists the requirements that
appear in the requirements tree with their tests coverage
information.
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Requirement module reports
• Requirements with Coverage Tests and Steps Lists the requirements
that appear in the requirements tree with their tests coverage
information. It also displays the test steps for each tests coverage.
• Requirements with Linked Defects Lists the requirements that
appear in the requirements tree with their linked defects.
• Requirements with Traceability Lists the requirements that appear in
the requirements tree with their associated traced to and traced
from requirements.
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Test Plan Module Reports
Test plan module reports
• Standard Test Planning Lists the tests in the test plan tree.
• Subject Tree Lists the tests in the test plan tree by subject.
• Tests with Design Steps Lists the tests that appear in the test plan tree,
including their design steps.
• Tests with Covered Requirements Lists the tests that appear in the test
plan tree with their requirements coverage information.
• Tests with Linked Defects Lists the tests that appear in the test plan
tree with their linked defects. Test plan module reports
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Test Lab Module Reports
• Current Test Set Lists the tests that appear in the current test set.
• Cross Test Set Lists the test sets that appear in the Test Sets list, without
listing their tests.
• Test Set Hierarchy with Tests Lists the test sets hierarchically, as well as the
status of each of the test sets.
• Cross Test Set with Tests Lists the test sets that appear in the Test Sets list,
including their tests.
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Test Lab Module Reports
• Current Test Set with Failed Test Runs Lists tests from the current test set,
with "Failed" test run status.
• Cross Test Set with Failed Test Runs Lists tests from all test sets, with
"failed" test run status.
• Execution Notification Lists the tests that are displayed in the current test
set with the results of their last test run.
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Defects Module Reports
Defects Module Reports:
• Standard Defects Lists the defects that appear in the project.
• Tabular Defects Displays the defects that appear in the project in a grid
format.
• Defects with Linked Tests and Runs Lists the defects with their linked tests
and test run results.
• Fixed or Rejected Defects Lists defects with "fixed" or "rejected" status.
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Defects Module Reports
• Fixed or Rejected Defects Detected by Current User Lists defects with
"fixed" or "rejected" status that were detected by the current user.
• Opened Defects Assigned to Current User List defects with "open" status
that are assigned to the current user.
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Available Sub Reports
• Each report can contain sub-reports. In addition, sub-reports
themselves might contain other sub-reports. The sub-reports
available depend on the type of the parent report.
The following sub-reports are available:
• Contained Tests Lists the tests in a test set.
• Coverage Requirements Lists information for
requirements that cover a test.
• Design Steps Lists the design steps for a test.
• Linked Defects Lists the defects that are linked to a record.
• Linked Entities List all entities that are linked to a defect.
• Parent Test Lists the parent test of a test.
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Available Sub Reports
• Related Defects Lists related defects for each subject in a test plan
tree
• Related Requirements Lists the requirements that are linked to a
defect
• Contained Tests Lists the tests in a test set.
• Coverage Requirements Lists information for requirements that
cover a test.
• Design Steps Lists the design steps for a test.
• Linked Defects Lists the defects that are linked to a record.
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Available Sub Reports
• Linked Entities List all entities that are linked to a defect.
• Parent Test Lists the parent test of a test.
• Related Defects Lists related defects for each subject in a test plan tree.
• Related Requirements Lists the requirements that are linked to a defect.
• Requirements Coverage Lists the tests that cover a requirement.
• Run Steps Lists the run steps for a test run.
• Runs Lists all runs of a test.
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Creating Reports
Creating Reports:
You can create a report from
the Requirements, Test Plan,
Test Lab, and Defects modules.
Depending on the current
module, you have different
report options. You can use the
default report or customize it to
meet your needs.
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Creating Reports
To create a report:
• Select the Quality Center
module from which you
want to create a report.
• Choose Analysis > Reports,
and select the type of report
you want to create
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Creating Reports
• You can click the First Page button to display the first page of the report,
or the Previous Page button to display the preceding page
• You can click the Next Page button to display the subsequent page of the
report, or the Last Page button to display the final page.
• To customize your report, click the Configure Report and Sub-Reports
button.
• To regenerate the report so that it displays the most up-to-date data, click
the Generate report button.
• To print your report, click the Print arrow and choose Current Page or All
Pages. The Print dialog box opens. Change the printer settings if
necessary. Click Print.
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Creating Reports
• To save your report, click the Save arrow and choose Current Page or All
Pages. The Save Web Page dialog box opens. Change the file name if
necessary. To save the report in its original format, select Web Page,
complete in the Save as type list. To save it as a text file, select Text File and
click Save.
• To export the report data to Microsoft Excel, right-click the report and
choose Export to Microsoft Excel. Excel must be installed on your machine
to export report data to Excel.
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Creating Reports
• To save the settings of your report as a favorite view, click the Add to
Favorites button. For more information, see Chapter 6, “Working with
Favorite Views.”
• Click Close to close the report and return to the current Quality Center
module.
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Creating Quick Reports
Creating Quick Reports
• You can create a quick report for
specific records. In addition, in the
Requirements module you can
create a quick report for a
requirement and its children.
• Note: You cannot view a quick
report for multiple nodes in the
test plan tree.
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Creating Quick Reports
To create a quick report:
• Select the requirements, tests, or
defects for which you want to
create a report. To create a report
for more than one record, press
the Ctrl key and select the records
for which you want to create a
report.
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Creating Quick Reports
Create the report using one of the following options:
• To create a report for the selected records, choose Analysis > Report
Selected. Alternatively, right-click the records and choose Report Selected.
The report opens with data for the selected records displayed.
• In the Requirements module, to create a quick report for a requirement
and its children, choose Analysis > Report Selected with Children.
Alternatively, right-click the requirement and choose Report Selected with
Children.
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Customizing Reports
To customize a report:
• Select the Quality Center module
from which you want to generate a
report.
• Choose Analysis > Reports and select
the report you want to customize. The
report opens with default data
displayed.
• Click the Configure Report and
Sub-Reports button to customize
your report. The Report Configuration
page opens with the default options
displayed.
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Customizing Reports
• In the Reports list, select a main report or a sub-report. The Report
Configuration pane displays the available options.
• Under Page, you can set the number of items per display page (available for
the main report):
• To limit the number of items per page, select Limit items per page to and
specify the number of items per page. To display all items in one page,
select All items in one page.
• Under Template, you can use the Quality Center default report template or
your own template. (This option is available for the main report only.)
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Customizing Reports
• Under Filter, you can define or clear filters and sorting priorities:
• Click the Set Filter/Sort button to filter and sort your data according to
criteria you choose.
• Click the Clear Filter/Sort button to clear all the filters and sorting priorities.
• Select All Fields (auto-layout) to display all fields in the report.
• Select Custom Fields (layout), and click the Select Fields button to choose
the fields and set their order.
• You can also select the following options. Note that not all options are
available in all modules.
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Customizing Reports
• Grid View Displays the report as a grid.
• Attachments Displays a list of associated attachments.
• History Displays a list of all the changes made to a requirement, test, or
defect.
• Keep Parent-Child Order Displays the requirement topic with the child
requirement below it. Selecting this option disables your defined filters and
sorting priorities.
Page 100Classification: Restricted
Customizing Reports
Show Paragraph Number Displays the assigned hierarchical numbers
to each requirement in the tree. Note that the numbers are not related
to the unique Req ID assigned to each requirement.
Rich Text Includes rich text for the requirements in the report.
Show Full Coverage Displays the tests coverage for each requirement
• To add a sub-report, click the Add Sub-Report button. In the
Type list, select
• a sub-report type and click OK. The sub-report is added to the
Reports list.
• To delete a sub-report, select the sub-report and click the
Delete Sub-Report button.
• Click the Apply button to generate a new report.
Page 101Classification: Restricted
Document Generator
The Quality Center Document
Generator enables you to create
a Microsoft Word document
containing a project's requirements,
planning, test list, test set folders,
and defect tracking data.
Note: The Document Generator can
only be run if Microsoft Word has been
enabled to run macros.
You can create the document by
performing the following tasks:
# Set document format.
# Specify document content.
# Generate and edit the document.
Page 102Classification: Restricted
Document Generator
Document Settings:
Select a check box in the
Document Generator tree.
Following information's
can be given.
But not mandatory.
• Title Name
• Author
• Mail
• Description
Page 103Classification: Restricted
Document Generator
Options:
Page 104Classification: Restricted
Document Generator
Customization:
For page setup
Page 105Classification: Restricted
Document Generator
Logo:
Page 106Classification: Restricted
Document Generator
Generated Document:
Example
Page 107Classification: Restricted
Excel Reports
Excel Reports:
• Enables user to export QC data to Microsoft Excel
• Export the data to Excel by defining SQL queries on the Quality Center
project database. After the data has been exported, you can also run a
Visual Basic script on the data within Excel to process and analyze the data.
This feature provides you with increased flexibility when analyzing Quality
Center data.
Page 108Classification: Restricted
Excel Reports
• Query tab. Enables you to define and test SQL queries that extract data
from the Quality Center project database to Excel
• Post-processing tab. Enables you to define a Visual Basic script to run in
Excel after report data has been exported.
• Generation Settings tab. Enables you to define settings for generating a
report.
• Public. Reports in this folder are available to all users of the project.
• Private. Reports in this folder are available only to the user who created
them.
Page 109Classification: Restricted
Excel Reports
Creating Excel Reports
 Add the report to the Excel Reports tree
 Define which data to include in the report
through SQL query
 Generate the report
Adding Reports:
 Click the Tools button on the upper-right
of the Quality Center window,and select
Excel Report Generator. The Excel Report
Generator opens.
 In the Excel Reports tree select the
required public or private folder
Page 110Classification: Restricted
Thank You

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Test Management Tool HP ALM- Quality Center Part 1

  • 1. Quality Assurance / Software Testing Training Quality Center
  • 2. Page 2Classification: Restricted Agenda • Introduction to HP Quality Center. • Release Management Module. • Test Plan Module. • Test Lab Module. • Defect Management Module. • Reports Module.
  • 3. Page 3Classification: Restricted Introduction • HP Quality Center is a test management tool. • It offers an organized framework for testing applications. • It is a web based application which manages all aspects of testing process which otherwise is a time consuming activity. • It helps maintain a project database of tests that cover all aspects of application functionality. • It can be attached to our email system so that the information about the defect can be supplied to all people concerned. For example Developers, persons in customer support and quality assurance personnel. • This can be integrated with automated tools like Winrunner, QTP, Load runner so that we can get a fully automated application testing. • Graphs and reports can be generated to analyze the information.
  • 4. Page 4Classification: Restricted Why Quality Center • One stop shop for all testing related tasks. • Coherence of different tasks. • Better analysis and management. • Easier to track
  • 5. Page 5Classification: Restricted Quality Center Modules The quality center has following basic modules. • Releases • Requirements • Test Plan • Test Lab • Defects Additional modules • Business components • Dash board
  • 6. Page 6Classification: Restricted Quality Center Add- ins • At times Quality center responds slow due to the client server nature of application. The response depends on many parameters like network configurations, geographical locations of testing team, load on system etc. • To overcome the network problems test wares can be first created in Microsoft word or Excel and then uploaded in QC. • To upload MS word document QC needs Microsoft word add-in • To upload Excel document QC needs Microsoft Excel add-in • To connect to QTP, needs QTP Add-in.
  • 7. Page 7Classification: Restricted Quality Center – Release Management The application testing process begins by defining a release tree in Releases module. Here is the release management work flow. Define release and Cycle Assign Requirements Assign and run Test sets Assign Defects Analyze Releases and Cycles
  • 8. Page 8Classification: Restricted Defining Releases and Cycles For example, Suppose you are defining upcoming releases for the sample Mercury Tours application. The Mercury Tours Application folder contains Release 10.5. This release includes four cycles. You might define the releases and cycles in the releases tree as follows:
  • 9. Page 9Classification: Restricted Assigning Requirements After defining the releases and cycles, the QA manager assigns the Requirements from requirement module to Releases and Cycles.
  • 10. Page 10Classification: Restricted Assigning and Running Tests Once requirements are assigned, Each Test set folder from Test Lab module is assigned to each cycle.
  • 11. Page 11Classification: Restricted Once Test set folders are assigned to cycles, Test sets are run under these folders.
  • 12. Page 12Classification: Restricted Assigning Defects If an application flaw is detected while running a test set, the QA engineer can submit a defect. Quality Center automatically creates a link between the test run, associated release and cycle, and the new defect.
  • 13. Page 13Classification: Restricted Analyzing Releases and Cycles •Following test runs, the QA manager reviews the test progress to determine how well it meets the release goals. • The QA manager can also determine how many defects were resolved, and how many still remain open. The results can be analyzed at a release or at a cycle level. • It also helps track the progress of the testing process in real time by analyzing the releases tree and ensuring that it matches the release goals.
  • 14. Page 14Classification: Restricted Test Plan Module Test Plan It is a repository of test cases. Can be accessed through the Test Plan section in the Quality Center Uses Subject (Root)-Folders-Test Model Folder or Test name can be # Module name # Scenario name # Functionality name Test Plan starts after requirements are baselined
  • 15. Page 15Classification: Restricted Developing a Test Plan consists of the following Steps
  • 16. Page 16Classification: Restricted Key elements in the Test Plan Module are • Developing a Test Plan Tree • Designing Tests • Designing Test Steps • Using parameters in tests • Calling Tests • Creating and Viewing Requirements Coverage • Monitoring the status of test plans
  • 17. Page 17Classification: Restricted Developing a Test Plan Tree To Create a Test plan Tree: • Go to Tests>New Folder • On New Folder dialog provide the required Folder name
  • 18. Page 18Classification: Restricted Designing Tests Adding a test to the subject folder. Available test type: • Manual • Business Process • WR_Automated • LR_Scenario • VAPI_XP Test • System Test • Alt_Scenario • Quick Test_Test (Need QTP add-in)
  • 19. Page 19Classification: Restricted Designing Test MANUAL: A Quality Center manual test. WR-AUTOMATED: A test that is executed by WinRunner, HP's functional testing tool for Microsoft Windows applications. LR-SCENARIO: A scenario that is executed by LoadRunner, HP's load testing tool. QUICKTEST_TEST: A test that is executed by QuickTest Professional, HP's functional enterprise testing tool. This test type is only available if you have installed the appropriate add-in from the HP Quality Center Add-ins page VAPI-XP-TEST: A test that is created using Visual API-XP, the Quality Center open test architecture API testing tool. SYSTEM-TEST: A test that instructs Quality Center to provide system information, capture a desktop image, or restart a machine. BUSINESS-PROCESS: A business process test.
  • 20. Page 20Classification: Restricted Designing Test • The new test is added to the test plan tree under subject folder • Add a test Description. • In the Details tab, you can see the test name, test designer, creation date, test status, and other information.
  • 21. Page 21Classification: Restricted Designing Test Steps Designing Test Steps: Goto Design Steps tab of created Test • Click the Design Steps tab. • Click the New Step button. The Design Step Editor opens
  • 22. Page 22Classification: Restricted Designing Test Steps Define a step for displaying Yahoo login page  Step Name: Display yahoo Login Page.  Description: Launch a browser and enter URL as Yahoomail.com.  Expected Result: Yahoo Login Page should be shown.  Click OK
  • 23. Page 23Classification: Restricted Designing Test Steps  To create an another step click on New Step icon  Define a step for displaying Yahoo login(Example) page  Step Name: User Name & Password.  Description: Enter User Name and Password.  Click Login.  Expected Result: User must Log on.  Click OK  Repeat the same to add more number of steps.
  • 24. Page 24Classification: Restricted Exporting Excel Data to Quality Center Select all the rows in the Excel sheet that are to be exported Open the Excel sheet and click on “Tools->Export to Quality Center”
  • 25. Page 25Classification: Restricted Exporting Excel Data to Quality Center Select the domain and the Project Code Login with User ID Select the tab
  • 26. Page 26Classification: Restricted Exporting Excel Data to Quality Center Select a Map An existing map can be selected or a new map can be created This maps each field on the excel sheet with a corresponding field in the Quality Center
  • 27. Page 27Classification: Restricted Exporting Excel Data to Quality Center List Box on the left contains on the fields that are required for logging defects. Fields in ‘Red’ color are the mandatory fields. These fields are set up by the admin. A field is selected from the left list box and added to the right list box. Against this field then the field name from the excel sheet is entered. Mapped fields Creating Mapping
  • 28. Page 28Classification: Restricted Exporting Excel Data to Quality Center The fields are mapped.
  • 30. Page 30Classification: Restricted Copying Test Steps • Display the Design Steps tab for yahoo_Login(Example) • Click the Design Steps tab. • Select the steps that you want to copy. • Copy the selected steps. • Paste the steps into the Yahoo_Search test(Example)
  • 31. Page 31Classification: Restricted Linking Requirements to a Test • Display the Yahoo_Search test. • Display the Req Coverage tab. • Display the requirements tree. • Click the Select Req button and expand the requirements tree displayed on the right. • Add the Child1 requirement to the coverage grid. • Hide the requirements tree. Click the Close button.
  • 32. Page 32Classification: Restricted Test Lab • Introduction • Creating Test Sets • Executing Test Sets • Analyzing Results • Linking Activities
  • 33. Page 33Classification: Restricted Test Lab • Test Lab module is used to run the test cases. • The Test run process begins with creating the Test Set Tree and • running the tests. • Initially a Test Set Folder is created. • Depending on the testing goals you can add Tests to the Test Folder. • Test sets can contain both manual and automated Test. • We can include the same Test in different Test Sets or add a few Test instances to the same Test Set. • We can schedule date and time for the execution of Test Sets.
  • 35. Page 35Classification: Restricted Create a Test Set • Select the Test Lab module • Click on Create Folder icon at the left corner of the module and give the name for the folder. • Select the created folder and click on create test set to create a set and give name and description for the test set. • A New Test Set is created. • Select the Test set created. • In the ‘Test set properties’
  • 36. Page 36Classification: Restricted Create a Test Set Test Set Properties Window: • The ‘Details’ tab enables to give the estimated open date of test and estimated close date of test set. • In the ‘attachments’ tab we can add an attachment to the test set. Attachment can be a file, URL, snapshot of application, and item from the clip board or system information.
  • 37. Page 37Classification: Restricted Create Test Set • ‘On failure’ tab enables to set the conditions if any of the automation test fails. Conditions are like stop the test set, repeat the failed test or rerun the test set or do nothing. ‘Notifications’ tab enables send notifications to an user if any of the test is finished with failed status, or failed due to some network issues, or execution of test set is finished.
  • 38. Page 38Classification: Restricted Create Test Set Execution Grid Window: In the execution grid we can select the tests to be executed from test plan. Tests can be either manual tests or automation tests. Adding tests to test set •Select the a Test Set •Click on ‘Select tests’ icon at the top corner of the set. •Drag and drop the tests from test plan tree displayed at right corner.
  • 39. Page 39Classification: Restricted Create a Test Set If it is a manual test and that test is having some parameters, parameters of the test window will open while dragging the test. Parameters should be given when we execute the scripts. So we can just close ‘parameters of the test’ window, with out giving any parameters.
  • 40. Page 40Classification: Restricted Create Test Set • We can add any number of instances of a test in single test set. • Drag all required tests in a flow.
  • 41. Page 41Classification: Restricted Create Test Set The default status of all the tests in test set will be ‘No Run’.
  • 42. Page 42Classification: Restricted Create a Test Set Specify the Execution Flow: • The execution flow tab gives the Order and flow of execution of tests. • You can specify a test to run on a specific date and time or based on a condition. • Condition would be a test run will start only when a test is passed or finished.
  • 43. Page 43Classification: Restricted Create a Test Set • To specify a condition double click a test, select the execution condition tab in ‘Run Schedule’ window. • Click on ‘New’ Button to create a condition.
  • 44. Page 44Classification: Restricted Create a Test Set • Now we can observe the flow of test is changed. • Now the notification will be sent to the assigned tester to start testing of specified test on the scheduled day and time. • The second can not be executed unless the previous test is finished, because we did set condition in previous steps. Select the ‘Test’ and ‘Condition’, click on ‘OK’ icon.
  • 45. Page 45Classification: Restricted Running The Tests • Test Run can be in two ways: • Manual Run • Automatic • Manual Run: To execute a manual test. • Automatic: To execute automation script(s).
  • 46. Page 46Classification: Restricted Running The Tests • Executing Manual Tests: • Select a manual test in the set. • Click on Icon to start the execution.
  • 47. Page 47Classification: Restricted Running The Tests • Select the tester that who is executing the current test. By default it will be current username of QC. • If you want you can rename the ‘Run Name’ • Then click on ‘Begin Run’ Icon. • When run begins it will ask for the parameter values if you have any parameters while creating the tests in test plan. • Give the parameter values and click on ‘OK’ Button.
  • 48. Page 48Classification: Restricted Running The Tests • Once execution begins the steps are shown with default status ‘No Run’. • Click on ‘Compact View’ icon to see the description, expected values and to add Actual results. • You can view the expected result, but can not modify.
  • 49. Page 49Classification: Restricted Running The Tests • Execute all the steps and enter actual results for all the steps. • Click on Compact View icon again, to come back to steps grid.
  • 50. Page 50Classification: Restricted Running The Tests Now change the status of all the steps based on actual result. Click on ‘End Run’ icon to close the execution
  • 51. Page 51Classification: Restricted Running The Tests After the execution:
  • 52. Page 52Classification: Restricted Running The Tests • Automation scripts can be executed as a set or can be executed as individual. • To execute as a test click on ‘Run test set’ Icon. • Executing Automated Scripts:
  • 53. Page 53Classification: Restricted Running The Tests • To execute the script on a Remote machine, enter the remote machine name in ‘Run on Host’ column. • To execute locally select the option ‘Run All Tests Locally’. • Execute all the tests one by one, click in Click on ‘Run All’. • To Execute Individually select a test to be executed and click in Run. • It will launch the tool and will execute the script.
  • 54. Page 54Classification: Restricted Running The Tests • Once the execution is completed , an email will be sent to the specified user. • if the notification has been selected in test set properties window.
  • 55. Page 55Classification: Restricted Viewing Results • Double click a test in the test set to open Test instance properties window. • Select the run name and click on ‘Launch report’ icon. • It will launch the Quick test report for that particular instance.
  • 56. Page 56Classification: Restricted Linking Defects • Click on the ‘Linked defects’ icon.
  • 57. Page 57Classification: Restricted Linking Defects • To create and link a new defect click ‘Add and link defect’ icon. • It will open defects module, create a defect and save it. Created defect will be linked automatically to the test instance.
  • 58. Page 58Classification: Restricted Linking Defects • To link an existing defect click on ‘link an existing defect’ icon. • Link can be done in two ways. • By defect ID • By select the defect from defects module. • Default is by defect ID. • Give the defect ID and click on ‘Link’ icon.
  • 59. Page 59Classification: Restricted Adding Parameters • Configuration tab enables to enter the parameters for manual tests and Automated tests. • It also enables to set a test to run how many number iterations if a test fails.
  • 60. Page 60Classification: Restricted Defect Management using QC • Locating and repairing defects is an essential phase in testing. Analyzing defects and issues is what helps managers make the “go/no- go” decision about application deployment. Quality Center helps tracking application defects and enabling you to monitor defects closely from initial detection until resolution. • Defects gives a snapshot of the application under test and tell exactly how many defects you currently have, their status, severity, priority, age, etc.
  • 61. Page 61Classification: Restricted Defect Management using QC The following things can be done in the defects module of Quality Center: • Tracking defects (stages) • Adding Defects • Reviewing Defects • Matching Defects • Updating Defects • Mailing Defects • Linking Defects • Filtering/Sorting Defects • Creating/Viewing Favorite views
  • 62. Page 62Classification: Restricted Tracking defects • When you submit a defect to a Quality Center project, it is tracked through these stages: New, Open, Fixed and Closed. A defect may also be Rejected or it may be Reopened after it is fixed. • When you initially report the status of the defect is New by default.
  • 65. Page 65Classification: Restricted New Defect entry • Selecting “New Defect” button in Defect section creates a new bug. All fields marked by (*) or in red are required. • Description should have steps to recreate and test data. • Attachments and screenshots can be added. • Defect is submitted for tracking.
  • 66. Page 66Classification: Restricted Reviewing open defects • Various ways to search defects in Quality center (using columns, search, or favorites). • Double click activity to review in detail, change status, or add comments.
  • 67. Page 67Classification: Restricted Matching Defects • Matching defects enables you to eliminate duplicate or similar defects in your project. Each time you add a new defect, QC stores lists of keywords from the Summary and Description fields. When you search for similar defects, keywords in these fields are matched against other defects. • This filter can be set on the defects by using the "Find similar defects" button. • The results are stored in the similar defects dialog box, sorted by the percentage of detected similarity.
  • 68. Page 68Classification: Restricted Updating Defect in Quality Center • When a defect needs updated go to Defect Details page. • Change appropriate fields. • Add comments. • Save by selecting OK.
  • 69. Page 69Classification: Restricted Mailing Defects • On the Defect Details page click on the send email button. • Send email dialog opens. Enter valid To address, Add comments and click on Send button to send email. • You can also include the attachments and history of that particular defect..
  • 70. Page 70Classification: Restricted Linking Defects • A Defect can be linked directly or indirectly to an entity. • When you add a defect from a test step a QC adds direct link to the step and indirect link to its run, test instance and requirement if the case is covered by the requirement.
  • 71. Page 71Classification: Restricted Filter / Sort Defects • In the Defect module you can set filter to view defects with some condition. For ex: Defects detected by an user. • Click on the Set Filter/sort button • The Filter dialog opens. Select the Detected By field and click on the browse button.
  • 72. Page 72Classification: Restricted Filter / Sort Defects The filter condition dialog opens with list of all users in the QC. Select the username and click ok to apply the filter condition. Similarly you can select status as “Not closed”. Defects grid displays defects detected by selected user and whose status is Not closed (lists all defect status other than closed).
  • 73. Page 73Classification: Restricted Creating Favorite views for defects • On the Defects module, select “Add favorite” from the Favorites Menu (available in the Header links). • In the Name field type “My detected defects” (for the above filtered defects). • This favorites can be added to public or private folder. Views in public folder is accessible by all users. Views in private can be accessed by the person who created them. • Select private for your defects list and click on OK to add the view name to the Favorite list.
  • 74. Page 74Classification: Restricted Viewing Favorite Views for Defects On the Defects module, select the list saved as favorites from the “Favorite” dropdown. The defects detected by you with status other than closed will be displayed.
  • 75. Page 75Classification: Restricted Reports in Quality Center • Introduction • Available Reports and Sub Reports • Generating Reports • Customizing Reports • Document generator • Excel Reports
  • 76. Page 76Classification: Restricted Generating Reports Generating Reports • Quality Center reports can be generated from each Quality Center module. • Report generation can be done through “Analysis” menu
  • 77. Page 77Classification: Restricted Generating Reports About Generating Reports • You can generate reports at any time during the testing process. • Reports can be generated from the Requirements, Test Plan, Test Lab, and Defects modules. You can display reports using their default settings, or you can customize them. • You can save the settings of your reports as favorite views and reload them as needed. You can also save your reports as text files or HTML documents. In addition, you can export report data to Microsoft Excel. • You can further customize the report by adding sub-reports.
  • 78. Page 78Classification: Restricted Requirement module reports Requirement module reports • The following reports are available with Requirement module reports • Report Description Standard Requirements: Lists the requirements that appear in the requirements tree. • Tabular: Displays the requirements that appear in the requirements tree in a grid format. • Requirements with Coverage Tests Lists the requirements that appear in the requirements tree with their tests coverage information.
  • 79. Page 79Classification: Restricted Requirement module reports • Requirements with Coverage Tests and Steps Lists the requirements that appear in the requirements tree with their tests coverage information. It also displays the test steps for each tests coverage. • Requirements with Linked Defects Lists the requirements that appear in the requirements tree with their linked defects. • Requirements with Traceability Lists the requirements that appear in the requirements tree with their associated traced to and traced from requirements.
  • 80. Page 80Classification: Restricted Test Plan Module Reports Test plan module reports • Standard Test Planning Lists the tests in the test plan tree. • Subject Tree Lists the tests in the test plan tree by subject. • Tests with Design Steps Lists the tests that appear in the test plan tree, including their design steps. • Tests with Covered Requirements Lists the tests that appear in the test plan tree with their requirements coverage information. • Tests with Linked Defects Lists the tests that appear in the test plan tree with their linked defects. Test plan module reports
  • 81. Page 81Classification: Restricted Test Lab Module Reports • Current Test Set Lists the tests that appear in the current test set. • Cross Test Set Lists the test sets that appear in the Test Sets list, without listing their tests. • Test Set Hierarchy with Tests Lists the test sets hierarchically, as well as the status of each of the test sets. • Cross Test Set with Tests Lists the test sets that appear in the Test Sets list, including their tests.
  • 82. Page 82Classification: Restricted Test Lab Module Reports • Current Test Set with Failed Test Runs Lists tests from the current test set, with "Failed" test run status. • Cross Test Set with Failed Test Runs Lists tests from all test sets, with "failed" test run status. • Execution Notification Lists the tests that are displayed in the current test set with the results of their last test run.
  • 83. Page 83Classification: Restricted Defects Module Reports Defects Module Reports: • Standard Defects Lists the defects that appear in the project. • Tabular Defects Displays the defects that appear in the project in a grid format. • Defects with Linked Tests and Runs Lists the defects with their linked tests and test run results. • Fixed or Rejected Defects Lists defects with "fixed" or "rejected" status.
  • 84. Page 84Classification: Restricted Defects Module Reports • Fixed or Rejected Defects Detected by Current User Lists defects with "fixed" or "rejected" status that were detected by the current user. • Opened Defects Assigned to Current User List defects with "open" status that are assigned to the current user.
  • 85. Page 85Classification: Restricted Available Sub Reports • Each report can contain sub-reports. In addition, sub-reports themselves might contain other sub-reports. The sub-reports available depend on the type of the parent report. The following sub-reports are available: • Contained Tests Lists the tests in a test set. • Coverage Requirements Lists information for requirements that cover a test. • Design Steps Lists the design steps for a test. • Linked Defects Lists the defects that are linked to a record. • Linked Entities List all entities that are linked to a defect. • Parent Test Lists the parent test of a test.
  • 86. Page 86Classification: Restricted Available Sub Reports • Related Defects Lists related defects for each subject in a test plan tree • Related Requirements Lists the requirements that are linked to a defect • Contained Tests Lists the tests in a test set. • Coverage Requirements Lists information for requirements that cover a test. • Design Steps Lists the design steps for a test. • Linked Defects Lists the defects that are linked to a record.
  • 87. Page 87Classification: Restricted Available Sub Reports • Linked Entities List all entities that are linked to a defect. • Parent Test Lists the parent test of a test. • Related Defects Lists related defects for each subject in a test plan tree. • Related Requirements Lists the requirements that are linked to a defect. • Requirements Coverage Lists the tests that cover a requirement. • Run Steps Lists the run steps for a test run. • Runs Lists all runs of a test.
  • 88. Page 88Classification: Restricted Creating Reports Creating Reports: You can create a report from the Requirements, Test Plan, Test Lab, and Defects modules. Depending on the current module, you have different report options. You can use the default report or customize it to meet your needs.
  • 89. Page 89Classification: Restricted Creating Reports To create a report: • Select the Quality Center module from which you want to create a report. • Choose Analysis > Reports, and select the type of report you want to create
  • 90. Page 90Classification: Restricted Creating Reports • You can click the First Page button to display the first page of the report, or the Previous Page button to display the preceding page • You can click the Next Page button to display the subsequent page of the report, or the Last Page button to display the final page. • To customize your report, click the Configure Report and Sub-Reports button. • To regenerate the report so that it displays the most up-to-date data, click the Generate report button. • To print your report, click the Print arrow and choose Current Page or All Pages. The Print dialog box opens. Change the printer settings if necessary. Click Print.
  • 91. Page 91Classification: Restricted Creating Reports • To save your report, click the Save arrow and choose Current Page or All Pages. The Save Web Page dialog box opens. Change the file name if necessary. To save the report in its original format, select Web Page, complete in the Save as type list. To save it as a text file, select Text File and click Save. • To export the report data to Microsoft Excel, right-click the report and choose Export to Microsoft Excel. Excel must be installed on your machine to export report data to Excel.
  • 92. Page 92Classification: Restricted Creating Reports • To save the settings of your report as a favorite view, click the Add to Favorites button. For more information, see Chapter 6, “Working with Favorite Views.” • Click Close to close the report and return to the current Quality Center module.
  • 93. Page 93Classification: Restricted Creating Quick Reports Creating Quick Reports • You can create a quick report for specific records. In addition, in the Requirements module you can create a quick report for a requirement and its children. • Note: You cannot view a quick report for multiple nodes in the test plan tree.
  • 94. Page 94Classification: Restricted Creating Quick Reports To create a quick report: • Select the requirements, tests, or defects for which you want to create a report. To create a report for more than one record, press the Ctrl key and select the records for which you want to create a report.
  • 95. Page 95Classification: Restricted Creating Quick Reports Create the report using one of the following options: • To create a report for the selected records, choose Analysis > Report Selected. Alternatively, right-click the records and choose Report Selected. The report opens with data for the selected records displayed. • In the Requirements module, to create a quick report for a requirement and its children, choose Analysis > Report Selected with Children. Alternatively, right-click the requirement and choose Report Selected with Children.
  • 96. Page 96Classification: Restricted Customizing Reports To customize a report: • Select the Quality Center module from which you want to generate a report. • Choose Analysis > Reports and select the report you want to customize. The report opens with default data displayed. • Click the Configure Report and Sub-Reports button to customize your report. The Report Configuration page opens with the default options displayed.
  • 97. Page 97Classification: Restricted Customizing Reports • In the Reports list, select a main report or a sub-report. The Report Configuration pane displays the available options. • Under Page, you can set the number of items per display page (available for the main report): • To limit the number of items per page, select Limit items per page to and specify the number of items per page. To display all items in one page, select All items in one page. • Under Template, you can use the Quality Center default report template or your own template. (This option is available for the main report only.)
  • 98. Page 98Classification: Restricted Customizing Reports • Under Filter, you can define or clear filters and sorting priorities: • Click the Set Filter/Sort button to filter and sort your data according to criteria you choose. • Click the Clear Filter/Sort button to clear all the filters and sorting priorities. • Select All Fields (auto-layout) to display all fields in the report. • Select Custom Fields (layout), and click the Select Fields button to choose the fields and set their order. • You can also select the following options. Note that not all options are available in all modules.
  • 99. Page 99Classification: Restricted Customizing Reports • Grid View Displays the report as a grid. • Attachments Displays a list of associated attachments. • History Displays a list of all the changes made to a requirement, test, or defect. • Keep Parent-Child Order Displays the requirement topic with the child requirement below it. Selecting this option disables your defined filters and sorting priorities.
  • 100. Page 100Classification: Restricted Customizing Reports Show Paragraph Number Displays the assigned hierarchical numbers to each requirement in the tree. Note that the numbers are not related to the unique Req ID assigned to each requirement. Rich Text Includes rich text for the requirements in the report. Show Full Coverage Displays the tests coverage for each requirement • To add a sub-report, click the Add Sub-Report button. In the Type list, select • a sub-report type and click OK. The sub-report is added to the Reports list. • To delete a sub-report, select the sub-report and click the Delete Sub-Report button. • Click the Apply button to generate a new report.
  • 101. Page 101Classification: Restricted Document Generator The Quality Center Document Generator enables you to create a Microsoft Word document containing a project's requirements, planning, test list, test set folders, and defect tracking data. Note: The Document Generator can only be run if Microsoft Word has been enabled to run macros. You can create the document by performing the following tasks: # Set document format. # Specify document content. # Generate and edit the document.
  • 102. Page 102Classification: Restricted Document Generator Document Settings: Select a check box in the Document Generator tree. Following information's can be given. But not mandatory. • Title Name • Author • Mail • Description
  • 104. Page 104Classification: Restricted Document Generator Customization: For page setup
  • 106. Page 106Classification: Restricted Document Generator Generated Document: Example
  • 107. Page 107Classification: Restricted Excel Reports Excel Reports: • Enables user to export QC data to Microsoft Excel • Export the data to Excel by defining SQL queries on the Quality Center project database. After the data has been exported, you can also run a Visual Basic script on the data within Excel to process and analyze the data. This feature provides you with increased flexibility when analyzing Quality Center data.
  • 108. Page 108Classification: Restricted Excel Reports • Query tab. Enables you to define and test SQL queries that extract data from the Quality Center project database to Excel • Post-processing tab. Enables you to define a Visual Basic script to run in Excel after report data has been exported. • Generation Settings tab. Enables you to define settings for generating a report. • Public. Reports in this folder are available to all users of the project. • Private. Reports in this folder are available only to the user who created them.
  • 109. Page 109Classification: Restricted Excel Reports Creating Excel Reports  Add the report to the Excel Reports tree  Define which data to include in the report through SQL query  Generate the report Adding Reports:  Click the Tools button on the upper-right of the Quality Center window,and select Excel Report Generator. The Excel Report Generator opens.  In the Excel Reports tree select the required public or private folder