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PeopleSoft Test Framework – Walkthrough
1
Author(s):
Sreekanth Mukalla
Mohan Sareddy
Project Details
· H/W Platform: Windows
· S/W Environment: PeopleSoft FSCM 9.1
· Application Type: ERP Application
· Project Type: Re-Implementation & Support
Author(s)
2
3
Introduction
Target readers
PeopleSoft Functional and Technical Users
Keywords
PeopleSoft Test Framework, Functional Testing
Introduction
PeopleSoft Test Framework automates Application System Testing for Functional Users.
It reduces the cost of Test Development with simple “Record and Playback” feature, requires no Coding and all the Tests and
Test Cases are put together in a easy to use GUI environment.
On a high level, the presentation covers the below topics
• Configuration & Setup of PTF
• Walkthrough of the PTF
• Best Practices Involved
• Provide Illustrative Examples for Quick Reference
Reference(s):
1.PeopleBook : PeopleSoft Test Framework
http://docs.oracle.com/cd/E18377_01/psft/acrobat/pt851tptf-b0810.pdf
Agenda
Configuration and Setup
PTF Walkthrough
Best Practices
Illustrative Examples
4
Integration Broker – Local Gateway Setup
5
Integration Broker – Local Gateway Setup
6
Integration Broker – Gateway Properties
7
Integration Broker – Node Configuration
• Note: Here we have only one database connection to the web server.
Else, we have to specify the Node Name as shown below.
8
Node Configuration
This User should have any of PTF Roles
Also, check for PSFT_EP Node Name
9
Node Configuration
10
Node Configuration
11
Configuration Options
12
Security
13
Installing PTF Client
• Locate the setup.exe in the PS_HOME>setupPsTestFramework and Install the same.
• Check for Microsoft .NET Framework and Internet Explorer Security Settings
• Common Error while installing PTF within Infosys is given below.
• Solution :
• 1)Create the corresponding folders as mentioned in the path
• 2)Copy the Configuration XML files provided in the attachments
• 3)Try logging in again and edit as per your settings
14
Agenda
Configuration and Setup
PTF Walkthrough
Best Practices
Illustrative Examples
15
Log into PTF
Just an alias name, preferably the name of the database
Server Name and Secure Port number
Integration Broker Node ID.
Leave BLANK to refer to the default Node ID.
New/Previous – To browse through the list of
saved connections
16
Local Options
• Proceed with the Default options
• Consider changing the Output Folder and format
17
Execution Options
• Update the Execution Options
• Fill in the URL Details, Username and Password
• Select the default Process Server and specify Date Format
• Note: URL need not be HTTPS
• Update the PSHome Tools Path and other details in the PeopleTools tab
• You can use Insert to connect and configure to multiple Instances
18
PeopleSoft Test Framework Client
Connection Alias Name
Database Name
User ID
myFolder : Store tests that you
do not want to share with others
Folder
Tests
19
Tests , Test Cases and Logs
Logs : Displays the Status of the previous
runs with the help of flags
Test Cases: DEFAULT is the base Test Case
that is automatically created.
We can create Multiple Test Cases by
associating different sets of data to a test
• PTF Explorer provides a Tree Structure View
• Open ,Create, Delete, Copy and Move Folders and Test
Assets
20
Sample Test Case
Record the Test Case
Run Existing Test Case
Various Debug Options :
Break Point, Step by Step Processing
21
Getting Started
Click on the Home Icon to Activate the Internet Browser
And Open the PeopleSoft Login Page
Click on the IExplorer Icon
Drag the IExplorer Icon on to the Internet Explorer Browser
Click on the Record Icon
Click on the Stop Recording Icon
Recording has been completed . Now, go back to PTF Explorer
And identify and review the Individual Steps
22
Test Steps
• Every User Action will be captured as a Test Step
• Example : A User Entering the UserID Field will get Translated to a Test Case as a Step
23
Test Object Properties
Drag and Point the Icon to display the Object Properties
• Make Use of the Object Properties to further refine the Test Case
24
PTF Log Viewer
25
Displays the Results of the Tests
Copying Test Cases
Note: We cannot open these objects in App Deisgner
26
Saving your work in a project
27
Import Object Type Tests and Test Cases
Backing up your Tests and Test Cases
28
Agenda
Configuration and Setup
PTF Walkthrough
Best Practices
Illustrative Examples
29
PTF Best Practices
• Record First
• Try to Record Each and Every Step.
• Even if some of the values are defaulting on the page, Blank them out and re-enter the value
• Run through the Test Case once it is completed and Activate or Inactivate any Step if required to suit your scenario.
• Use the Debugging Mode
• Also, you can start and stop recording at any step that you require instead of manually editing or creating a Test Step.
• Document tests
• Use proper Naming Convention
• No Duplicate Test Case names
• Create Folders by Module or Functional Classification
• Please fill in Test description, Test properties ,Test case description ,Test case properties
• Use Log Message wherever appropriate
30
PTF Best Practices . . . ( Contd.)
• Clean up tests
• Immediately after Recording, Review the Test and Perform Corrective Action by removing unnecessary clicks, Incorrect
Data Entry etc.
• Use execution options
• Logon Information can be Stored under Execution Option.
• Also, If you want to avoid saving or running processes, use the Skip PageSave/RunRequest functionality
• Ex: Avoid new Vouchers being created each time you run the Test Case
• Use page prompting
• Avoid unnecessary steps for navigation
• Navigate directly to the Page . Type = Page, Action = Prompt/ PromptOK
31
PTF Best Practices . . . ( Contd.)
• Use of Process Object Type
• Use Process.Run step to directly run a process
• Make Tests Dynamic
• Logical Variables
• Conditional logic
• Scroll handling
• Reserved Words like #TODAY
• Finally – Some Caution
• Generally, some of the input fields will have some values which are already defaulted. However, we must explicitly
enter or set that value when using the recording feature.
• While recording a date field that has a calendar object, you must enter the date explicitly. Also, you must not use the
calendar to select a date. Hint: Use #TODAY if the field has to be dynamic.
• Scroll Handling requires a bit of programmatic approach and additional effort
32
Agenda
Configuration and Setup
PTF Walkthrough
Best Practices
Illustrative Examples
33
When to Use PTF
• Flexible and Useful for New Implementations / Upgrades / Bundle Applications
• Less Dependency on Functional Resources
• Limited Time and Highly Customized Application
• Accelerates Testing when it has to be performed in Multiple Environments – DEV, QA, CRP1, CRP2, UAT
• Simplifies Impact Analysis when regularly applying Patches / Fixes
• Supports Data Mover and Query
Difference in Approach – Savings in Cost and Time
34
PTF Limitations
• Not Designed for Load / Performance Testing
• Not Designed for Running Concurrent Tests and simulate Multi User Scenarios
• Works with Internet Explorer Only
• Works only with PeopleSoft Objects.
• Cannot work with Flash/Flex, External Objects, data in HTML Regions, etc.
• Cannot validate images or relative positioning of data and online objects.
• Cannot simulate drag and drop
35
Calling Tests
The Test that we are calling should be a Library Test
Test Name in Recognition and Test Case Name in Value
36
Page Prompt
The Page Navigation
37
Error Handling
Use Error Handling Checkbox is selected
The Corresponding Error Message and Actions can be defined
38
Conditional Logic
If Then Logic and the Corresponding Output
39
Run Process
Name of the Process along with Wait instructions
40
Run Query
Query Name
Parameters to be passed
41
Run Data Mover Scripts
42
Location of DMS Script
Scroll Handling
43
Note: Scroll ID field is required and is populated manually in this case.
Scroll Handling … (Contd.)
Searching for the Role PTF Administrator and
Displaying the result in the Log Message
44
Key Tables
Main Tables
PSPTTSTCASE
PSPTTSTCASEDEL
PSPTTSTCASEVAL
PSPTTSTCMD_VW
PSPTTSTCOMMAND
PSPTTSTCONFIG
PSPTTSTDEFN
PSPTTSTDEFNDEL
PSPTTSTDEFNTREE
PSPTTSTERROR
PSPTTSTLOGIN
PSPTTSTMAINTPAR
PSPTTSTMESSAGES
PSPTTSTOPTIONS
PSPTTSTSTEPS
PSPTTSTSVCPARMS
PSPTTSTSVCREPLY
PSPTTSTTASKS
PSPTTSTANLRULES
Log Info
PSPTTSTLOG_IMG
PSPTTSTLOG_LIST
PSPTTSTLOG_LNS
PSPTTSTLOG_OPTS
PSPTTSTLOG_XTRA
Reports
PSPTTSTMAINTRPT
PSPTTSTCOVRGRPT
45
THANK YOU
46

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PeopleSoft Test Framework Walkthrough

  • 1. PeopleSoft Test Framework – Walkthrough 1
  • 2. Author(s): Sreekanth Mukalla Mohan Sareddy Project Details · H/W Platform: Windows · S/W Environment: PeopleSoft FSCM 9.1 · Application Type: ERP Application · Project Type: Re-Implementation & Support Author(s) 2
  • 3. 3 Introduction Target readers PeopleSoft Functional and Technical Users Keywords PeopleSoft Test Framework, Functional Testing Introduction PeopleSoft Test Framework automates Application System Testing for Functional Users. It reduces the cost of Test Development with simple “Record and Playback” feature, requires no Coding and all the Tests and Test Cases are put together in a easy to use GUI environment. On a high level, the presentation covers the below topics • Configuration & Setup of PTF • Walkthrough of the PTF • Best Practices Involved • Provide Illustrative Examples for Quick Reference Reference(s): 1.PeopleBook : PeopleSoft Test Framework http://docs.oracle.com/cd/E18377_01/psft/acrobat/pt851tptf-b0810.pdf
  • 4. Agenda Configuration and Setup PTF Walkthrough Best Practices Illustrative Examples 4
  • 5. Integration Broker – Local Gateway Setup 5
  • 6. Integration Broker – Local Gateway Setup 6
  • 7. Integration Broker – Gateway Properties 7
  • 8. Integration Broker – Node Configuration • Note: Here we have only one database connection to the web server. Else, we have to specify the Node Name as shown below. 8
  • 9. Node Configuration This User should have any of PTF Roles Also, check for PSFT_EP Node Name 9
  • 14. Installing PTF Client • Locate the setup.exe in the PS_HOME>setupPsTestFramework and Install the same. • Check for Microsoft .NET Framework and Internet Explorer Security Settings • Common Error while installing PTF within Infosys is given below. • Solution : • 1)Create the corresponding folders as mentioned in the path • 2)Copy the Configuration XML files provided in the attachments • 3)Try logging in again and edit as per your settings 14
  • 15. Agenda Configuration and Setup PTF Walkthrough Best Practices Illustrative Examples 15
  • 16. Log into PTF Just an alias name, preferably the name of the database Server Name and Secure Port number Integration Broker Node ID. Leave BLANK to refer to the default Node ID. New/Previous – To browse through the list of saved connections 16
  • 17. Local Options • Proceed with the Default options • Consider changing the Output Folder and format 17
  • 18. Execution Options • Update the Execution Options • Fill in the URL Details, Username and Password • Select the default Process Server and specify Date Format • Note: URL need not be HTTPS • Update the PSHome Tools Path and other details in the PeopleTools tab • You can use Insert to connect and configure to multiple Instances 18
  • 19. PeopleSoft Test Framework Client Connection Alias Name Database Name User ID myFolder : Store tests that you do not want to share with others Folder Tests 19
  • 20. Tests , Test Cases and Logs Logs : Displays the Status of the previous runs with the help of flags Test Cases: DEFAULT is the base Test Case that is automatically created. We can create Multiple Test Cases by associating different sets of data to a test • PTF Explorer provides a Tree Structure View • Open ,Create, Delete, Copy and Move Folders and Test Assets 20
  • 21. Sample Test Case Record the Test Case Run Existing Test Case Various Debug Options : Break Point, Step by Step Processing 21
  • 22. Getting Started Click on the Home Icon to Activate the Internet Browser And Open the PeopleSoft Login Page Click on the IExplorer Icon Drag the IExplorer Icon on to the Internet Explorer Browser Click on the Record Icon Click on the Stop Recording Icon Recording has been completed . Now, go back to PTF Explorer And identify and review the Individual Steps 22
  • 23. Test Steps • Every User Action will be captured as a Test Step • Example : A User Entering the UserID Field will get Translated to a Test Case as a Step 23
  • 24. Test Object Properties Drag and Point the Icon to display the Object Properties • Make Use of the Object Properties to further refine the Test Case 24
  • 25. PTF Log Viewer 25 Displays the Results of the Tests
  • 26. Copying Test Cases Note: We cannot open these objects in App Deisgner 26
  • 27. Saving your work in a project 27 Import Object Type Tests and Test Cases
  • 28. Backing up your Tests and Test Cases 28
  • 29. Agenda Configuration and Setup PTF Walkthrough Best Practices Illustrative Examples 29
  • 30. PTF Best Practices • Record First • Try to Record Each and Every Step. • Even if some of the values are defaulting on the page, Blank them out and re-enter the value • Run through the Test Case once it is completed and Activate or Inactivate any Step if required to suit your scenario. • Use the Debugging Mode • Also, you can start and stop recording at any step that you require instead of manually editing or creating a Test Step. • Document tests • Use proper Naming Convention • No Duplicate Test Case names • Create Folders by Module or Functional Classification • Please fill in Test description, Test properties ,Test case description ,Test case properties • Use Log Message wherever appropriate 30
  • 31. PTF Best Practices . . . ( Contd.) • Clean up tests • Immediately after Recording, Review the Test and Perform Corrective Action by removing unnecessary clicks, Incorrect Data Entry etc. • Use execution options • Logon Information can be Stored under Execution Option. • Also, If you want to avoid saving or running processes, use the Skip PageSave/RunRequest functionality • Ex: Avoid new Vouchers being created each time you run the Test Case • Use page prompting • Avoid unnecessary steps for navigation • Navigate directly to the Page . Type = Page, Action = Prompt/ PromptOK 31
  • 32. PTF Best Practices . . . ( Contd.) • Use of Process Object Type • Use Process.Run step to directly run a process • Make Tests Dynamic • Logical Variables • Conditional logic • Scroll handling • Reserved Words like #TODAY • Finally – Some Caution • Generally, some of the input fields will have some values which are already defaulted. However, we must explicitly enter or set that value when using the recording feature. • While recording a date field that has a calendar object, you must enter the date explicitly. Also, you must not use the calendar to select a date. Hint: Use #TODAY if the field has to be dynamic. • Scroll Handling requires a bit of programmatic approach and additional effort 32
  • 33. Agenda Configuration and Setup PTF Walkthrough Best Practices Illustrative Examples 33
  • 34. When to Use PTF • Flexible and Useful for New Implementations / Upgrades / Bundle Applications • Less Dependency on Functional Resources • Limited Time and Highly Customized Application • Accelerates Testing when it has to be performed in Multiple Environments – DEV, QA, CRP1, CRP2, UAT • Simplifies Impact Analysis when regularly applying Patches / Fixes • Supports Data Mover and Query Difference in Approach – Savings in Cost and Time 34
  • 35. PTF Limitations • Not Designed for Load / Performance Testing • Not Designed for Running Concurrent Tests and simulate Multi User Scenarios • Works with Internet Explorer Only • Works only with PeopleSoft Objects. • Cannot work with Flash/Flex, External Objects, data in HTML Regions, etc. • Cannot validate images or relative positioning of data and online objects. • Cannot simulate drag and drop 35
  • 36. Calling Tests The Test that we are calling should be a Library Test Test Name in Recognition and Test Case Name in Value 36
  • 37. Page Prompt The Page Navigation 37
  • 38. Error Handling Use Error Handling Checkbox is selected The Corresponding Error Message and Actions can be defined 38
  • 39. Conditional Logic If Then Logic and the Corresponding Output 39
  • 40. Run Process Name of the Process along with Wait instructions 40
  • 42. Run Data Mover Scripts 42 Location of DMS Script
  • 43. Scroll Handling 43 Note: Scroll ID field is required and is populated manually in this case.
  • 44. Scroll Handling … (Contd.) Searching for the Role PTF Administrator and Displaying the result in the Log Message 44