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Oracle® Test Manager Test Manager User's Guide
Version 9.10 for Microsoft Windows (32-Bit)

Part Number E15486-03
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2 Basics

This chapter explains how to install and start Oracle Test Manager. It also describes the Oracle Test Manager windows, their features, and their menu options. For information about setting up and using the Windows Interface, refer to Chapter 11, Using the Windows Interface.

Oracle Test Manager allows you to do the following:

2.1 Installing and Starting Oracle Test Manager

To install Oracle Test Manager:

  1. Go to: http://www.oracle.com/technology/software/products/app-testing/index.html.

  2. Download the Oracle Application Testing Suite product from the Oracle Web site and save it to a temporary directory on your hard disk.

  3. Unzip the download Zip file and run oats###.exe and follow the setup instructions to install Oracle Application Testing Suite.

  4. Follow the setup instructions to install the Oracle Application Testing Suite. The Oracle Application Testing Suite install program will install the WebLogic web server and the Oracle 10g Express Edition Database by default.

    During the Oracle Application Testing Suite installation, you will be required to enter a default password to be used with Oracle Application Testing Suite products. Remember this password. It will be required to log in to the Administrator, Oracle Load Testing, and Oracle Test Manager.

  5. When the installation is complete, click Programs from the Start menu and then select Oracle Test Manager from the Oracle Application Testing Suite menu. You can start the web version or the Windows version. Although the Windows interface looks slightly different than the web interface, it works the same way as the web interface. Refer to, Chapter 11, "Using the Windows Interface" for details on using the Windows interface.

    To start Oracle Test Manager from a web server machine type http://server name:8080/otm or http://localhost:8080/otm in the address of a web browser.

    The installation creates a default Administrator user name in the Oracle Application Testing Suite database. The first time you log into the Administrator, Oracle Load Testing, or Oracle Test Manager, enter the username Administrator and the password you defined during the installation. You can use the Oracle Application Testing Suite Administrator to change the default users and customize the usernames and passwords for Oracle Application Testing Suite users.

2.2 Changing the Web Server Port

The default Oracle Test Manager web server port is 8088. You can change this to another port. The port number must be changed in the WebLogic Console and the Oracle Application Testing Suite configuration.

To change the port in the WebLogic Console:

  1. Go to http://localhost:8088/console to start the Oracle WebLogic Server Administration Console.

  2. Log in as an administrator (the default username is "oats") using the password you defined during the Oracle Application Testing Suite installation procedure.

  3. In the Domain Structure, select Environment under "oats" and then select Servers.

  4. Select AdminServer(Admin).

  5. Change the port and release the configuration.

    See the Oracle WebLogic Server Administration Console documentation for additional information about using the Console application.

To change the port in the Oracle Application Testing Suite configuration:

  1. Open the file <installdir>\config\oats-config.xml in a text editor.

  2. Change the port number from 8088 to the new value in all property keys where the port number is used.

  3. Save the file.

  4. Open the Control Panel and then open Services in the Administrative Tools.

  5. Restart the "Oracle Application Testing Suite Application Service" service.

2.3 Using SSL

You can set up Oracle Test Manager to use SSL (Secure Sockets Layer). The procedure is comprised of the following steps:

  1. Go to http://localhost:8088/console to start the Oracle WebLogic Console.

  2. Log in as administrator using the password you defined during the Oracle Application Testing suite installation procedure.

  3. In the Domain Structure, select Environment under "oats" and then select Servers.

  4. Select AdminServer(Admin).

  5. Select the SSL tab.

See the Oracle WebLogic Server documentation for additional information about using the Console application.

2.4 Setting Up the Web Server

To set up the Web Server:

  1. Install Oracle Test Manager on the server machine as described previously.

  2. Use Oracle Test Manager Administrator, configure users, projects, and custom fields as necessary.

  3. Select Oracle Application Testing Suite from the Start menu and then select Oracle Application Testing Suite Database Configuration from the Tools menu to configure the database name.

  4. Start the Oracle Test Manager web server on the server machine by selecting Control Panel from the Start menu and then selecting Services from the Control Panel Administrative Tools.

  5. Select Oracle Test Manager web-server.

  6. Click Start from the Action menu.

  7. You can set up web server so it will start when you start your machine. Select Properties from the Action menu.

  8. Click the Recovery tab.

  9. Select Restart the Service in the First failure field.

2.5 Logging In

To log in:

  1. Select Programs from the Start menu and then select Oracle Test Manager - Web from the Oracle Application Testing Suite menu.

  2. Enter your user name and the password as set by the installation procedure or your System Administrator.

  3. Select the database you want to access.

  4. Click Login.

2.6 Requirements Tab

The requirements tab lets you work with requirements.

The number of requirements displayed is determined by the number you enter in the Maximum Tree Nodes field in options. You can:

The color of the icon in front of the requirement indicates its priority. The default colors are as follows and can be changed by changing the order of the Requirement Priorities in the Administrator.

The right pane lists the selected requirement's details. In the upper right corner, associated tests and issues are listed as well as attachments and links. You can:

2.6.1 Right-Click Menu

The right-click menu is displayed when you right-click a requirement in the left pane. It has the following options:

Add Requirement - displays the Add Requirement dialog box.

Edit Requirement - displays the Edit Requirement dialog box for the selected item.

Delete Requirement - deletes the selected item.

Copy - copies the selected item to the clipboard.

Paste - pastes the contents of the clipboard to the left pane.

Associate Test - displays the Associate Test dialog box.

Attachments - displays the Attach files dialog box.

Group - displays the Group Requirements dialog box for selecting how to sort items in the left pane.

Filter - displays the Filter Requirements dialog box for selecting which requirements to show in the left pane.

2.7 Tests Tab

The tests tab lets you work with tests.

The number of tests displayed is determined by the Maximum Tree Nodes setting in options. You can:

The icon in front of the test indicates the type of test as follows:

The color of the icon in front of the test indicates the last result from running the test, as follows:

The right pane lists the selected test's details. Test steps and run history are displayed. You can:

In the upper right corner or the right pane, associated requirements and issues are listed as well as attachments and links. You can:

2.7.1 Right-Click Menu

The right-click menu is displayed when you right-click a test in the left pane. It has the following options:

Add Test - displays the Add Test dialog box.

Edit Test - displays the Edit Test dialog box for the selected item.

Delete Test - deletes the selected item.

Copy - copies the selected item to the clipboard.

Paste - pastes the contents of the clipboard to the left pane.

Associate Requirements - displays the Associate Requirement dialog box.

Associate Issues - displays the Associate Issue dialog box.

Attachments - displays the Attach files dialog box.

Run test - runs the selected test.

Run branch - runs the selected branch.

Schedule test - displays the New Schedule and Add Task dialog boxes for creating a schedule. The selected test is automatically added to the tests list.

Set test result - displays the Set Test Result dialog box for setting the test result for the selected tests to passed, failed, or warning.

Group - displays the Group Tests dialog box for selecting how to sort items in the left pane.

Filter - displays the Filter Tests dialog box for selecting which tests to display in the left pane.

2.8 Issues Tab

The issues tab lets you work with issues.

The number of issues displayed is determined by the Maximum Tree Nodes setting in options. You can:

The color of the icon in front of the issue indicates its priority. The default colors are as follows and can be changed by changing the order of the Issue Priorities in Oracle Test Manager Administrator:

The number inside the icon corresponds to the status number.

The right pane lists information about the selected issue including the issue's details, solution, priority, and status. You can:

In the upper right corner of the right pane, associated requirements, tests, and issues are listed as well as attachments and links. You can:

2.8.1 Right-Click Menu

The right-click menu is displayed when you right-click an issue in the left pane. It has the following options:

Add Issue - displays the Add Issue dialog box.

Edit Issue - displays the Edit Issue dialog box for the selected item.

Delete Issue - deletes the selected item.

Copy - copies the selected item to the clipboard.

Paste - pastes the contents of the clipboard to the left pane.

Associate Test - displays the Associate Test dialog box.

Associate Issues - displays the Associate Issue dialog box.

Attachments - displays the Attach files dialog box.

Group - displays the Group Issues dialog box for selecting how to sort items in the left pane.

Filter - displays the Filter Issues dialog box for selecting which issues to display in the left pane.

2.9 Reports Tab

The Reports tab lets you work with both standard and custom reports.

Oracle Test Manager comes with a standard set of reports that can be viewed as either a graphic or as data. In addition, you can create custom reports to display only the data that you are interested in. You can:

Refer to Chapter 5 for instructions on using reports.

2.10 Dashboard Tab

The Dashboard tab lets you view an overview of reports.

One Dashboard reports is available for requirements, tests, and issues. You can customize which reports are displayed for each and then save the view. In addition, you can select the number of columns to use for the display.

You can:

Each report has the following toolbar with the following options, described from left to right.

Move Left - moves the report one space to the left.

Move Up - moves the report up one space.

Move Down - moves the report down one space.

Move Right - moves the report one space to the right.

Minimize - minimizes the report.

Maximize - displays the report in a separate window. From there you can toggle between report and data views, and export the report.

Delete - removes the report from the display.

2.11 Menu Options

This section lists the Oracle Test Manager menus and options.

2.11.1 Project Menu

The Project menu lets you select which project to open.

Open - displays the Open Project dialog box for selecting the project you want to open.

Import data - displays the Import dialog box for importing a .csv or .xls file into the database.

2.11.2 Tools Menu

The Tools menu lets you set user options, configure systems, and view legacy reports. It has the following options:

Systems - displays the Systems Manager for configuring the systems on which you will run tests.

Repositories - displays the repositories dialog box for managing repositories.

Options - displays the Options dialog box for setting user preferences.

2.11.3 Help Menu

Contents - displays the table of contents for online help.

About - displays licensing, version, and copyright information.

2.12 Toolbar Options

The toolbar has the following buttons for requirements, tests, and issues:

Refresh - refreshes the tree display.

Add - displays the Add dialog box based on the selected tab.

Edit - displays the Edit dialog box based on the selected item.

Delete - deletes the selected item.

Copy - copies the selected node.

Paste - pastes the last copied node.

Note:

Ctrl+C and Ctrl+V are supported for copy and paste.

Schedule - displays the Schedule dialog box for scheduling tests.

Find - displays the Find dialog box for searching requirements, tests, and issues.

History - displays the History dialog box for viewing the history of the selected item.

Move Up - moves the selected item up one spot at its current level. This button is not available for issues.

Move Down - moves the selected item down one spot at its current level. This button is not available for issues.

Outdent - moves the selected item to the same level as its parent. This button is not available for issues.

Indent - moves the selected item to a submenu of the previous item. This button is not available for issues.

Group - displays the Group dialog box for selecting how to display the left pane. Group configurations can be saved and are listed in the drop down list.

Filter - displays the Filter dialog box for selecting the items to display in the left pane. Filter configurations can be saved and are listed in the drop down list.

Goto - displays the requirement, test, or issue that is entered in the field. Items that are not listed in the left pane because of the way the pane is filtered, are displayed in the Temporary Node.

Tree View - changes the display to the tree view.

Grid View - changes the display to the list view.

Next - displays the next group of items based on the Maximum Tree Nodes setting in options.

Previous - displays the previous group of items based on the Maximum Tree Nodes setting in options.

The toolbar has the following options on the Reports tab.

Add - displays the Add Report dialog box for adding a custom report.

Edit - displays the Edit Report dialog box for editing the selected custom report. Standard reports cannot be changed.

Delete - removes the selected custom report. Standard reports cannot be deleted.

Clone - creates a copy of the selected standard or custom report. The copy can then be edited as needed.

Save - displays the Save Report dialog box for saving custom reports.

Email - displays the Email Report dialog box for emailing the selected report.

Print - displays the Print dialog box for printing the selected report.

Stop - stops loading the report. This is useful when the report is taking a long time to download.

The toolbar has the following options on the Dashboard tab.

Add - displays the report tree for selecting the report you want to add to the Dashboard.

Delete - removes the selected report from the display.

Save - displays the Save Dashboard dialog box for saving the dashboard report.

Toggle - toggles the display of the report tree.

2.13 Changing Your User Options

Your user options contain your name, email address, password, and information about how you want to display items in Oracle Test Manager. If you are an administrative user, you will have an additional option for resetting test run results.

To change your user options:

  1. Select Options from the Tools menu to display the Options dialog box.

    This dialog box has the following options:

    User Information - displays options for changing your name and e-mail address.

    • Database - displays the database that you are logged in to. This field cannot be changed.

    • First Name - displays your first name.

    • Last Name - displays your last name.

    • E-mail - enter your e-mail address.

    • Enable E-mail Notification - select this check box to enable e mail notification when new issues are created or the assigned to field is changed. Notification is sent to the e-mail address entered in the E mail field.

    Tree Preferences - these options let you customize tree behavior.

    • Maximum Number of Displayed Nodes - enter the maximum number of tree nodes you want to display.

    • Display Unique IDs for nodes - when selected, displays each node's unique ID.

    • After editing a grouped node, follow the node even if its group changes - when the tree has been grouped and you edit an item so that its group changes, the item remains selected in its new location. When this option is not selected, and you edit an item so that its group changes, the item that was originally the next item is selected. If there is no next item, the previous item is selected. If editing the item makes the original parent disappear, then the top-most parent node is selected.

    • Include all of the associated nodes while copying a node - when checked, associated nodes will be copied when copying a node. Otherwise, only the selected node is copied without any associated nodes.

    Change Password - displays the following options for changing your password:

    • Change - select this check box to change your password.

    • Old Password - enter the current password.

    • New Password - enter the new password.

    • Confirm New Password - re-enter the new password.

    Reset Test Runs - this option is only displayed for administrative users.

    • Reset Test Run Status for all tests - select to change test run status.

    • Set Result to - enter the new test run status. This field cannot be left blank.

    • Set Summary to - optionally, enter a comment.

  2. Make any changes.

  3. Click OK.

  4. Click OK.

2.13.1 Resetting Test Run Results

If you are logged on as an administrator you can reset the test run status for all tests in the project. To reset test run status:

  1. Select Options from the Tools menu to display the Options dialog box.

  2. Select Reset Test Runs.

    This dialog box has the following options:

    • Reset Test Run Status for all tests - select to change test run status.

    • Set Result to - enter the new test run status. This field cannot be left blank.

    • Set Summary to - optionally, enter a comment.

  3. Select Reset Test Run Status for all tests.

  4. Click OK.

  5. Enter the new status and a comment.

  6. Click OK.

  7. Click OK.

2.14 Grouping and Filtering Items

This section explains how to group and filter items in the tree.

2.14.1 Grouping Items

You can change the order in which requirements, tests, and issues are displayed in the tree view by changing the way they are grouped. The default view is not grouped, that is, items are listed in order.

You can optionally save a grouping configuration for use again at a later time. Saved groupings are listed in the drop down list in the toolbar.

Oracle Test Manager remembers and applies your last grouping selections the next time you log in.

To group items:

  1. Select the tab corresponding to the category you want to group - requirements, tests or issues.

  2. Click Group.

    This dialog box has the following options:

    Saved groups - lists the saved grouping configurations. To edit or delete a saved group select it.

    Save - displays the Save Criteria dialog box for saving the group settings. Grouping configurations do not have to be saved.

    Delete - deletes the selected saved group.

    Group by - select the top level grouping criteria.

    Then by - select the second level grouping criteria.

    Then by - select the third level grouping criteria.

    Then by - select the fourth level grouping criteria.

    Apply - applies the settings to the left pane.

  3. Select how you want to group items. You can group by default and custom fields up to four levels.

  4. Click Apply to use the settings immediately.

  5. Click Save to save the settings for later use. The Save Criteria dialog box is displayed.

    Name - enter a name for the grouping. Saved groups are listed in the drop down list in the toolbar.

  6. Enter a name and click OK.

  7. Click OK.

  8. Click the folder level to display a list of items in the folder. Click the item for which you want to view details.

2.14.2 Filtering Items

You can filter the tree view to display only those items in which you are interested. You can filter by both default and custom fields. Requirements and tests must be grouped before they can be filtered. Issues can be filtered whether or not they are grouped.

Filter configurations can be saved for reuse later. Saved filters are listed in the drop down list in the toolbar.

Oracle Test Manager remembers and applies your last filtering selections the next time you log in.

To filter items:

  1. Select the tab corresponding to the category you want to filter - requirements, tests or issues.

  2. Click Filter.

    This dialog box has the following options:

    Saved filters - lists the saved filter configurations. Select a saved filter to edit or delete it.

    Save - displays the Save Criteria dialog box for saving the settings. Filters do not have to be saved.

    Delete - deletes the selected saved filter.

    Search for - displays whether you are filtering requirements, tests, or issues.

    that match - select how to apply the filtering criteria.

    • all - match all of the configured criteria. This setting places an AND between the criteria. For example, if you wanted to view all issues with a high priority that are assigned to you, use this option.

    • any - match any of the configured criteria. This setting places and OR between the criteria. For example, if you wanted to view all issues with either a high priority or a high severity, use this option.

    • a combination - this setting lets you combine AND and OR. For example, if you wanted to view all issues assigned to Mary or Caren with a high priority, use this option. This option lets you select how to group the criteria using parenthesis as required. For example:

      (((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR Severity = High)
      

    <left parenthesis> - select the left parenthesis up to three.

    Field - select the field that you want to use to select the items to display.

    Operator

    • Equals - causes only items that match the value for the selected field to be displayed.

    • Not Equal to - causes only items that do not match the value for the selected field to be displayed.

    Value - enter or select the value of the field that you want to use to select the items to display.

    <right parenthesis> - select the right parenthesis up to three.

    <operator> - select the operator to use, AND or OR.

    <delete> - deletes the corresponding criteria.

    <expression> - shows the filtering expression you are creating as you select criteria.

  3. Select how you want to match the criteria. Select all to match all criteria. Select any to match one criteria. Select a combination to create a filter using a combination of And and Or.

  4. Select or enter the first value by which you want to filter.

  5. Select Equals if you want to display items that match the value. Select Not Equal to if you want to display items that do not match the value.

  6. Select the value to use.

  7. Repeat these steps to filter to additional levels, if required.

  8. Click Apply to immediately apply the filter to the left pane.

  9. Optionally, click Save to save the filter for reuse. The Save Criteria dialog box is displayed.

    Name - enter a name for the filter. Saved filters are listed in the drop down list in the toolbar.

  10. Enter a name for the filter and click OK.

  11. Click OK.

Note:

Items that are not displayed are still in the database. To display the default view set the filter selection to None.

2.15 Using the Grid View

You can display requirements, tests, or issues either in the tree view or in a list view. The list view lets you view type, owner, status, priority, and date created for multiple items. The list can be filtered and the items displayed will be based on the filter that is applied. Grouping options do not affect the display. Click the Grid View button to switch to this view.

This view is separated into two frames. The top frame lists the items. Clicking on an item displays its details in the bottom frame. The top frame has the following buttons:

Print - prints the grid view.

First - displays the first item.

Previous - displays the previous set of items.

Next - displays the next set of items.

Last - displays the last item.

You can click on the line dividing the frames and drag it up or down to resize the frames.

2.15.1 Sorting the Grid View

You can sort the items in the visible grid by any column in the spreadsheet by clicking on the title bar of the column you want to use for the sort. The number of items in the visible grid is determined by the Maximum Number of Displayed Nodes setting in your profile. To sort the entire database, set this number higher than the number of items in the database, then sort.