4 Working With Test Plans

Test plans reflect the test plan for the project. Similar test plans can be grouped together into branches for easy management. Once entered, you associate requirements with them so you know which requirements are specified for the test plan.

4.1 Adding Test Plans

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

To add a test plan:

  1. Select the Test Plans tab.

  2. Click Add.

    This dialog box has the following options:

    Name - enter the name of the test plan.

    Owner - select the user that owns the test plan. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Priority - select the priority of the test plan. These options can be changed by your system administrator.

    Description - enter additional details about the test plan.

    Reset - sets all fields back to their original values.

    Attachment - lets you add an attachment or link to this test plan.

    File - lets you add an attachment to the Attachments section.

    • Browse - displays the Choose File dialog box for selecting the file to attach.

    Link - lets you add a link to the Links section.

    • Title - enter a descriptive title for the link. This will be displayed in the Links section.

    • Link - enter the URL. For example, http://www.company.com. If a title is not entered, the URL is displayed in the links section.

  3. Enter the test plan details.

  4. Click OK.

4.2 Deleting Test Plans

To delete one test plan or branch:

  1. Select the test plan or branch that you want to delete.

  2. Click Delete.

  3. Click Yes when asked to confirm the deletion. The test plan and all its sub test plans are deleted from the database.

To delete multiple test plans:

  1. Select the test plans you want to delete using SHIFT-click and CTRL-click.

  2. Click Delete. The Delete Test Plans dialog box is displayed showing the selected test plans.

    Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do not want to delete.

    OK - deletes the selected nodes.

    Reset - checks all of the nodes.

  3. Deselect any nodes that you do not want to delete.

  4. Click OK.

4.3 Editing Test Plans

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

To edit a test plan:

  1. Select the test plan you want to edit.

  2. Click Edit.

    This dialog box has the following options:

    Name - enter the name of the test plan.

    Owner - select the user that owns the test plan. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Priority - select the priority of the test plan. These options can be changed by your system administrator.

    Description - enter additional details about the test plan.

    Reset - sets all fields back to their original values.

  3. Make any changes.

  4. Click OK.

4.4 Editing Multiple Test Plans

You can edit several test plans at the same time if you want to make the same change to them all. To edit multiple test plans:

  1. Select the test plans you want to edit.

  2. Select Edit Test Plan from the right-click menu.

    Selected nodes - lists the selected nodes. Deselect nodes that you do not want to edit.

    Fields - the fields listed are determined by the type of node and whether there are any custom fields.

    Check Box - select the check box to change the field's value. The change will be applied to all of the selected nodes.

  3. Deselect any nodes that you do not want to change.

  4. Select a field that you want to change.

  5. Select or enter the new value. The change will be made to all of the selected nodes.

  6. Repeat for all fields that you want to change.

  7. Click Save.

4.5 Associating Requirements With Test Plans

There are two ways to associate requirements with test plans. You can search for requirements that contain designated values in one or more fields or you can select requirements from a tree view.

To associate requirements with a test plan using search:

  1. Select the test plan with which you want to associate requirements.

  2. Select Add/Edit in the Associated Requirements section of the right pane.

    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 requirements only.

    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.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the requirements that you want to associate and click Select or click Select All to associate all tests that matched the search criteria.

  5. Click OK. The requirements are listed in the right pane under associated tests.

To associate requirements with a test plan using the tree view:

  1. Select the test plan with which you want to associate requirements.

  2. Select Add/Edit in the Associated Requirements section of the right pane.

    <test list> - double click requirements to add and delete them from the list of associated requirements or select the requirements you want to add and click Select.

    • Select - places the selected requirement in the Associated Nodes field.

    • Select All - places all requirements in the Results field in the Associated Nodes field.

    Associated Nodes - displays the requirements that are associated with this test plan.

    • Remove - removes the selected requirement from the Associated Nodes field.

    • Remove All - removes all requirements from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the requirements you want associated with this test plan and click Select or click Select All to associate all requirements.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The requirements will be listed in the right pane under associated requirements.

4.6 Associating Test Sets With Test Plans

There are two ways to associate test sets with test plans. You can search for test sets that contain designated values in one or more fields or you can select from a tree view.

To associate test sets with a test plan using search:

  1. Select the test plan with which you want to associate test sets.

  2. Select Add/Edit in the Associated Test Sets section of the right pane.

    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 test sets only.

    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.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the test sets that you want to associate and click Select or click Select All to associate all test sets that matched the search criteria.

  5. Click OK. The test sets are listed in the right pane under associated test sets.

To associate test sets with a test plan using the tree view:

  1. Select the test plan with which you want to associate test sets.

  2. Select Add/Edit in the Associated Test Sets section of the right pane.

    <test list> - double click test sets to add and delete them from the list of associated test sets or select the requirements you want to add and click Select.

    • Select - places the selected test set in the Associated Nodes field.

    • Select All - places all test sets in the Results field in the Associated Nodes field.

    Associated Nodes - displays the test sets that are associated with this test plan.

    • Remove - removes the selected test set from the Associated Nodes field.

    • Remove All - removes all test sets from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the test sets you want associated with this test plan and click Select or click Select All to associate all test sets.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The test sets will be listed in the right pane under associated test sets.

4.7 Emailing Test Plans

You can email a test plan to one or more people. For email to work, the SMTP server must be configured using the Oracle Test Manager Administrator.

To email a test plan:

  1. Click the Test Plans tab.

  2. Select the test plan that you want to email and click Email.

    Send to - enter the email addresses of the people to whom you want to email this test plan. Separate email addresses by a comma.

    To - displays the Select Email recipients dialog box for selecting recipients from a list.

    Subject - enter the text that you want to appear in the subject of the email. The default includes the name and id of the test plan.

    Message - enter the text that you want to appear in the message.

  3. Enter the recipient email addresses separated by a comma or click To to display the Select Email Recipients dialog box.

    <recipient list> - lists users in you database that have email notification enabled.

    Select - adds the selected recipients to the To field.

    To - displays the selected recipients separated by a comma.

  4. Select the recipients that you want to receive the test plan and click Select. Note that only users in your database that have email notification enabled are listed in the dialog box.

  5. Click Done when you are finished.

  6. Change the subject if necessary.

  7. Enter a message if necessary.

  8. Click OK.