23335752 introduction to quality center
TRANSCRIPT
-
8/3/2019 23335752 Introduction to Quality Center
1/76
Quality Center8.2
Nationwide FinancialQuality Assurance & Testing Competency
CenterFor Internal use only
Last Updated: 6/15/2006
-
8/3/2019 23335752 Introduction to Quality Center
2/76
2
Discussion Topics
Getting Started Using QualityCenter
Requirements Management
Creating a Manual Test Script Creating and Executing a Test
Case
Logging a New Defect Metrics and reports Support
-
8/3/2019 23335752 Introduction to Quality Center
3/76
3
What is a Test ManagementSystem?
It is a collection of processes,methods, templates & tools It provides a repository for reusable
product test knowledge, reusable test
cases, analyzable test results Provides easy way to locate test
information by navigation, browsing,querying capability
Specify and schedule sets of tests toexecute, monitor test execution,capture and store test results
Provides a mechanism for reporting
-
8/3/2019 23335752 Introduction to Quality Center
4/76
4
What is Quality Center?
Quality Center is MercuryInteractives integrated testmanagement tool.
Quality Center helps you organizeand manage all phases of thetesting process, includingdocumenting requirements,planning tests, relatingrequirements to tests, executingtests, and tracking defects.
-
8/3/2019 23335752 Introduction to Quality Center
5/76
5
What can QC do for you?
Give You Instant Access to AllTesting Info Requirements Test Plans Test Execution Results Defects including
Steps to Recreate a Defect All Collateral Material such as Screen Shots
Notify you of changes Reduce the number of defects in production
Analyze the Test Plan Coverage ofRequirements
Improve the Traceability Process Automatically generate TQA Metrics
-
8/3/2019 23335752 Introduction to Quality Center
6/76
6
QC Launch Page
This page isdesigned to conveymessages from thetool administratorswhich may includeroutine maintenanceshutdown, upgradesetc.
It is recommendedthat you bookmarkthis page so you areinformed about thetool administrationactivities.
https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/ -
8/3/2019 23335752 Introduction to Quality Center
7/76
7
Login to a project/database
-
8/3/2019 23335752 Introduction to Quality Center
8/76
8
Project - td_nf_class Log-In User ID and Password Define
Role(s) Unique Role in Each Log-In databaseYou will have Developer, BA and Tester
role
User ID - your Lotus:Notes ID in lower
case (eg: thomap18) Password your Lotus:Notes password
Login - Continued
-
8/3/2019 23335752 Introduction to Quality Center
9/76
9
Quality Center Roles
Guest Read Only Access to any folder No password required
Business Analyst
Developer Tester Project Manager Super User
Only user role with Deletion rights ZZZZZZ Recycle Bin for all other roles Three classes and a test
Administrator
-
8/3/2019 23335752 Introduction to Quality Center
10/76
10
Quality Center Cautions
All changes are applied immediately. No Ability To Do Trial Change unless
Make Copy and Change the Copy
Whatever you deleted, is immediatelygone Probably forever Use ZZZZZZ Recycle Bin
-
8/3/2019 23335752 Introduction to Quality Center
11/76
11
Quality Center The fourmodules
Project name User name
Module
Buttons
Quality CenterToolbar
Common to allmodules
-
8/3/2019 23335752 Introduction to Quality Center
12/76
12
The four QC modulescontinued
Requirements: Enables you to specify testing requirements, defining requirement topicsand items, and analyzing the requirements.
Test Plan: Enables you to develop a test plan which includesdividing your plan into categories, developing tests, automating
tests where beneficial, linking tests with requirements, andanalyzing the plan
Test Lab:Enables you to run tests on your application andanalyze the results. You can re-run tests any number of
times
Defects:Enables you to run tests on yourapplication and analyze the results
-
8/3/2019 23335752 Introduction to Quality Center
13/76
Requirements
Management
-
8/3/2019 23335752 Introduction to Quality Center
14/76
14
Requirements Module
You specify requirements in Quality Centerusing the Requirements module, which isopened by clicking the Requirements button onthe sidebar
-
8/3/2019 23335752 Introduction to Quality Center
15/76
15
Requirements Module details
Requirement Document view, you can view allfields or you can select/deselect the columns to view
Requirements menubar
Requirements tool
bar
RequirementsTree
Description & Historytabs
Add/remove
columns
l i i
-
8/3/2019 23335752 Introduction to Quality Center
16/76
16
Developing a requirementstree
Click the New Requirement button.Alternatively, choose Requirements > NewRequirement. The New Requirement dialog boxopens.
Fill in the fields and click OK, a new requirement isadded to the tree Repeat the steps to add a set of requirements Click the New Child Requirement to add child
requirements to the parent requirement
C i f
-
8/3/2019 23335752 Introduction to Quality Center
17/76
17
Creating tests fromrequirements
Right-click a requirement in the requirements tree andchoose Generate Test. The Generate Test dialog boxopens.
In the Subject box, select a subject from your test plantree or type a new subject name. By default, the test isplaced in the Temporary Tests folder in the Test Planmodule.
Click OKto create a new test with your inputs
-
8/3/2019 23335752 Introduction to Quality Center
18/76
Exercise 1: Building the
Requirements Tree
http://exercise%201.doc/http://exercise%201.doc/ -
8/3/2019 23335752 Introduction to Quality Center
19/76
Creating a Manual Test
Script
-
8/3/2019 23335752 Introduction to Quality Center
20/76
20
Creating tests flow
-
8/3/2019 23335752 Introduction to Quality Center
21/76
21
Test Plan ModuleYou design tests in the Test Plan tab. Access this
tab by clicking the Test Plan button on thesidebar.
-
8/3/2019 23335752 Introduction to Quality Center
22/76
22
Test type icons
Quality center uses a set of icons to distinguishbetween the types of test cases. Shown below isan sample, Please refer your Quality CenterManual for the complete list of indicators.
-
8/3/2019 23335752 Introduction to Quality Center
23/76
23
The test grid
The Test Grid displays all the tests in a Quality Centerproject. Each row displays a separate test record. Eachcolumn represents a separate data item for a test case
-
8/3/2019 23335752 Introduction to Quality Center
24/76
24
Creating a Test Plan folder Click the New Folder button, or choose Planning > New
Folder.
The New Folder dialog box opens. Fill informationappropriately
In the Description tab, type a description of the newlycreated test plan folder
Use the Attachments tab if necessary to attach relevantartifacts. Example: screen shots, supporting documents
To create a subfolder, select a subject folder and repeat thesteps above. Example: releases within a product
Addi t t t T t Pl
-
8/3/2019 23335752 Introduction to Quality Center
25/76
25
Adding tests to a Test Planfolder
Click and highlight a folder in the test plan tree. Itcould be the root folder or another folder if you arecreating a subfolder
Click the New Test button or choose Planning >New Test. The Create New Test dialog box opens.
Select a test type from the Test Type list. Click OKto close the Create New Test dialog box. The new test appears in the test plan tree under the
subject folder you selected. In the Details tab, thename is added to the Test Name box. Enterinformation in the other relevant tabs and input fields.
-
8/3/2019 23335752 Introduction to Quality Center
26/76
26
Test detail tabs
Test Details Tab A brief description of the scenario being tested. If this test
is going to be used by testers other than the originalauthor, this information is very important
Conditions that must be set up before the test is run
Conditions that will be in effect after the test is run History of the test script
Any other information
Test Attachments Tab
An attachment can be a file, URL, snapshot of your
application, an image from the Clipboard, systeminformation or any other useful information
-
8/3/2019 23335752 Introduction to Quality Center
27/76
27
Test Details tab template
-
8/3/2019 23335752 Introduction to Quality Center
28/76
28
Test design tab You define steps for a test after you add the test to the test plan tree and
define basic test information. You build tests by defining test steps: detailed, step-by-step instructions on
how to execute a test. A step includes the actions to perform (Description)on your application, and the expected outcome (Expected Result).
A step can also include parameters (details on slide 30).
-
8/3/2019 23335752 Introduction to Quality Center
29/76
29
Designing Test steps Select a test in the test plan tree and click the Design Steps
tab Click the New Step button or right-click in the Design
Steps tab and choose New Step. The Design Step Editoropens and displays a default step name in the Step Name box(you may change the name)
Type a Description and Expected Result for the test step To insert a parameter, click the Insert Parameter button
-
8/3/2019 23335752 Introduction to Quality Center
30/76
30
Using parameters To increase the flexibility of a test, you can
addparameters to a test A parameter is a variable that replaces a
fixed value and can be assigned a valueaccording to the testing situation
For example You can create a test Login_test You need to call this test at the beginning of
each test. In some cases, you will want to log in as a
regular user while in others, you will need to
log in as the administrator. You can therefore create two parameters,
&, and change the valueaccording to the type of test
Adding parameters to test
-
8/3/2019 23335752 Introduction to Quality Center
31/76
31
Adding parameters to teststeps
You can add a parameter to the description orexpected results of a manual test step.
In the Design Steps tab, place the cursor in theDescription box or Expected Results box ofthe step to which you want to add theparameter.
Click the Insert Parameter button (or rightclick and choose). The Parameter Propertiesdialog box opens.
Type a Parameter Name and click OK
This will add a new parameter with the specifiedname, for example
Calling other tests from a test
-
8/3/2019 23335752 Introduction to Quality Center
32/76
32
Calling other tests from a teststep
In the Design Steps tab, click the stepafter which you want your call to teststep added. Click the Call to Testbutton.
A dialog box opens which will list all the
tests from which you can pick the testto call
By default, only template tests aredisplayed. If you want to choose a test
that is not a template test, clear Showonly Template Tests flag.
Defining a test as a template test isused for filtering purposes only
-
8/3/2019 23335752 Introduction to Quality Center
33/76
33
Test Script Status Flow in QC
-
8/3/2019 23335752 Introduction to Quality Center
34/76
Requirements Traceability
What is Requirements
-
8/3/2019 23335752 Introduction to Quality Center
35/76
35
What is RequirementsTraceability
Tracing Requirements to Test Casesand Defects When test(s) fail, it can be traced
back to the requirement When Requirements change, you
know which tests to change When Requirements are added,
make sure there are tests to coverthem
When Requirements are removed,you know which tests not to run
Linking tests and
-
8/3/2019 23335752 Introduction to Quality Center
36/76
36
Linking tests andrequirements
In the Test Planmodule, you createrequirementscoveragebyselectingrequirements to linkto a test.
Alternatively, you can
achieve the same endresult from theRequirementsmodule. Createtests coveragebyselecting tests to link
Linking tests and
-
8/3/2019 23335752 Introduction to Quality Center
37/76
37
Linking tests andrequirements In the test plan tree, select a test (you can also do this from the
requirements module) Click the Reqs Coverage tab Click the Select Requirements button to show the
requirements tree on the right Click the Add to Coverage (Include Children) or Add to
Coverage (Without Children) to add the requirement
-
8/3/2019 23335752 Introduction to Quality Center
38/76
Exercise 2: Building a Testand linking it to
requirements
http://exercise%202.doc/http://exercise%202.doc/ -
8/3/2019 23335752 Introduction to Quality Center
39/76
Test Execution
-
8/3/2019 23335752 Introduction to Quality Center
40/76
40
Planning test execution Create Test Sets: A test set is a group of tests in a Quality
Center project designed to achieve specific testing goals. Startby creating test sets choosing which tests to include in eachset. Example: Regression set, Function set etc.
Schedule Runs:You can set conditions, schedule thesequence, set date and time for executing your tests
Run Tests manually: Once you have defined test sets, youcan begin executing the tests.
Run Tests automatically: When you run an automated test,the selected automation tool opens automatically, runs thetest, and exports the test results from the automation tool toQuality Center
Analyze Test Results: Following a test run, you analyze testresults. Your goal is to identify failed steps and to determinewhether a defect has been detected in your application, or ifthe expected results of your test need to be updated
-
8/3/2019 23335752 Introduction to Quality Center
41/76
41
Creating/Running tests, flow
-
8/3/2019 23335752 Introduction to Quality Center
42/76
42
Test Lab moduleYou create test sets and perform test runs in Quality
Center by clicking the Test Lab button on the sidebar.
Test Sets:
Note the test
set hierarchy
and grouping
of test cases
by category.
Test plan pane:
This is the
master list of
test cases from
which you
build your test
set.
-
8/3/2019 23335752 Introduction to Quality Center
43/76
43
Creating Test Set Tree
Creating new Test Set folders
Choose Test Sets > Test Sets Tree to display the testsets tree view in the Test Sets pane
In the test sets tree, select the Root folder
Click the New Folder button or choose Test Sets > NewFolder. The New Folder dialog box opens. Type the Folder
Name and click OK
Creating new Test Sets
In the test sets tree, choose a folder and click the New TestSet button or choose Test Sets > New Test Set.
The New Test Set dialog box opens
In the Test Set Name box, type a name for the test setand description
Click OK. The test set name is added to the test sets tree
-
8/3/2019 23335752 Introduction to Quality Center
44/76
44
Adding tests to a test set
Once you have defined a test set, you can add copies oftests from the project to the test set.
Select a test set from the test sets tree or test sets grid In the Execution Grid tab or Execution Flow tab, click the
Select Tests button In the Test Plan tab, select a folder or test to add to the test
set Click the Add Tests to Test Set button (you can also
add tests by dragging a folder or test in the test plan tree tothe Execution Grid or Execution Flow)
If any of the tests you are adding are already in the test set,the Create Test Instance dialog box opens. If you want toadd a second instance of the same test, select the test youwant to add to the test set, and click Create
If the test you are adding has unassigned parameters, theParameters dialog box opens. This allows you to assignvalues to the parameters.
-
8/3/2019 23335752 Introduction to Quality Center
45/76
45
Running tests Select the test to run Click the run button The Manual Test Run
dialog box opens. Select Manual Runner The Manual Runner dialog box opens, you may change
some information, like the Run name and testexecution date
Click the Operating System Info link to displayoperating system information, you may change this. Bydefault, the operating system information of themachine running QC is displayed.
-
8/3/2019 23335752 Introduction to Quality Center
46/76
46
Running tests continued (1) Under Test Details, you can view details of the test.
Click More (hyperlink)to open the Test Propertiesdialog box and display test details
You may attach screen shots or other information bygoing to the Attachments tab
Click the Begin Run button to start the test run. Ifthe test you are executing has
unassigned parameters,
the Parameters Values
for Run dialog box opens,
enabling you to assign values. Once you have assigned
parameter values, click OK
to open the Manual Runner
-
8/3/2019 23335752 Introduction to Quality Center
47/76
47
Running tests continued (2)
Open the application under test and execute the first step. Click Pass Selected buttonif the actual result is the
same as the expected result. A green check is added to the step
and the step status changes to Passed. To pass all the test steps at once, click the Pass Selected
arrow and choose Pass All from the drop down menu
-
8/3/2019 23335752 Introduction to Quality Center
48/76
48
Running tests continued (3) If the actual result is different than the expected
result, type the actual result in the Actual box andclick the Fail Selected button. A red X is addedto the step and the step status changes to Failed
To add a defect to the test run, click the Add Defectbutton. The Add Defect dialog box opens.
Quality Center automatically creates an associationbetween the test run and the new defect
Click the End of Run button when you completethe test run.
Click the Add Step button to add a step. A newstep with a default step name is added. You can enterdetails about the new step in the Description box.
-
8/3/2019 23335752 Introduction to Quality Center
49/76
49
Viewing test results You can view the test results from the Test Run
Properties dialog box. In the Test Lab module, chooseTests > Test Run Properties.
The Test Run Properties dialog box opens anddisplays the All Runs view. This view gives details ofall previous runs of this test case
-
8/3/2019 23335752 Introduction to Quality Center
50/76
Exercise 3: Executing a Test
http://exercise%203.doc/http://exercise%203.doc/ -
8/3/2019 23335752 Introduction to Quality Center
51/76
Logging a New Defect
-
8/3/2019 23335752 Introduction to Quality Center
52/76
52
Defect Details
Every defect created must include thefollowing information.
An accurate summary of the defect The steps required to reproduce the defect
Usernames required to reproduce the defect Expected Results from the test that failed,
actual results from the test and informationregarding what requirement was not met
Information about the product, version/build,the time at which this problem was observed
Any other environmental information that willbe helpful in accurately recreating the problemand solving the problem
-
8/3/2019 23335752 Introduction to Quality Center
53/76
53
Defect lifecycle activities Adding Defects
When you find a defect in your application, you submit adefect to the Quality Center project
Reviewing Defects Review all new defects in the project and prioritize which ones
to fix first. This could be done by a review board
Repairing Defects Fix the Open defects. This involves identifying the cause of
the defect, and modifying and rebuilding the application. Testing a New Application Build
Run tests on the new build of the application. If a defect doesnot recur, change the defect status to Closed
Analyzing Defect Data View data from defect reports to see how many defects were
repaired, and how many still remain open, other trends andreports
-
8/3/2019 23335752 Introduction to Quality Center
54/76
54
Defects Module
You track defects in Quality Center by clicking theDefects button on the sidebar.
Defects Grid
Description
Tab
HistoryTab
Grid Filters
-
8/3/2019 23335752 Introduction to Quality Center
55/76
55
Matching Defects Matching defects enables you to eliminate duplicate
or similar defects in your project It is recommended that you do a search for similar
defects before you create a new defect
Each time you add a new defect, Quality Centerstores lists of keywords from the Summary andDescription fields.
When you search for similar defects, keywords inthese fields are matched against other defects.
You can use Find Similar Defects or Find SimilarText methods to search for similar defects
In the Defects Grid, select a defect and click theFind Similar Defects button.
-
8/3/2019 23335752 Introduction to Quality Center
56/76
56
Adding a new defect In the Defects module, click the Add Defect
button. Alternatively, click the Add Defect buttonin the Quality Center main toolbar. The Add Defectdialog box opens
Enter the relevant defect details. Note that a required(mandatory) fields are displayed in red. Click Submit
to add the defect to the project.
-
8/3/2019 23335752 Introduction to Quality Center
57/76
57
Sorting and Filtering
The following buttons are used to set andclear Sort/Filter Set Filter/Sort
Clear Filter/Sort:
Refresh Filter/Sort:
The second screen shown on
the right is invoked by doubleclicking the white space below
the column header and then
clicking the button with three dots
-
8/3/2019 23335752 Introduction to Quality Center
58/76
-
8/3/2019 23335752 Introduction to Quality Center
59/76
Metrics and reports
-
8/3/2019 23335752 Introduction to Quality Center
60/76
60
Quality Center Reports Quality Center provides a wide variety of
reports. The reports are as good as thedata that is available to report on
You can create reports from each of theQuality Center modules.You can use thedefault report or customize it to meetyour needs
It is highly recommended that you filteryour data before creating the report, asthe default reports bring in unfiltereddata which could be overwhelming
-
8/3/2019 23335752 Introduction to Quality Center
61/76
61
Creating Reports You can create reports from each of the
four Quality Center modules 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. Thereport opens with default data displayed.
-
8/3/2019 23335752 Introduction to Quality Center
62/76
62
Creating Graphs You can create graphs from each of the
four Quality Center modules Select the Quality Center module from
which you want to create a report. Choose Analysis > Graphs,and select
the type of graph you want to create. You can also use the Graph Wizard to
create graphs. Choose Analysis > Graphs> Graph Wizard.
The graph opens with default data andappearance settings
The graph has a Data Grid tab where youcan see the data that makes up the graph
Select different types of graphs if available Customize the graph content to suit your
needs
-
8/3/2019 23335752 Introduction to Quality Center
63/76
63
Requirement Graphs
Coverage Trend
Summary Progress
-
8/3/2019 23335752 Introduction to Quality Center
64/76
64
Test status Graphs
Execution trend Execution
summary
Test Plan Summary Progress
-
8/3/2019 23335752 Introduction to Quality Center
65/76
65
Defect status Graphs
Age Trend
Summary Progress
Requirements Coverage
-
8/3/2019 23335752 Introduction to Quality Center
66/76
66
q gView
Requirements
Tree
The Coverage View enables you to add and modifytests coverage
Requirements Coverage
-
8/3/2019 23335752 Introduction to Quality Center
67/76
67
q gAnalysis
Coverage Analysis view enables you to analyze thebreakdown of child requirements according to testcoverage status
Coverage analysis detail
-
8/3/2019 23335752 Introduction to Quality Center
68/76
68
g yviews
The pie chart and othercoverage views havehyperlinks on the chartwhich will switch the userfrom different views
including some tabularviews
-
8/3/2019 23335752 Introduction to Quality Center
69/76
Exercise 5: Reports
http://exercise%205.doc/http://exercise%205.doc/ -
8/3/2019 23335752 Introduction to Quality Center
70/76
Miscellaneous tasks
-
8/3/2019 23335752 Introduction to Quality Center
71/76
Adding and removing
-
8/3/2019 23335752 Introduction to Quality Center
72/76
72
columns
Click the SelectColumns button.The Select Columnsdialog box will open.
Available Columnslists columns not
currently displayed. Visible Columns lists
columns currentlydisplayed.
Select the fields you
want to add/remove,use the arrow buttonsto complete the task
-
8/3/2019 23335752 Introduction to Quality Center
73/76
Support & Training
-
8/3/2019 23335752 Introduction to Quality Center
74/76
74
Mercury Support
Nationwide has corporate licenses forQuality Center, Quick Test Pro. AnyNationwide associate who needsaccess, can get it.
If you need support for any Mercurytool, please contact the Nationwidehelp desk at 4-2120.
Escalation process Level 1: PCIT support team Level 2: Gary Kuhn
Level 3: Miri Kahng
Quality Center training
-
8/3/2019 23335752 Introduction to Quality Center
75/76
75
Quality Center trainingareaWe have setup a training area/trainingproject in Quality Center where QApractitioners can use and learn QualityCenter features without interfering with
an actual projects QA work productsAccess url: https://qualitycenternf.nwie.net/qcbin/Domain: DefaultProject: TQA_TestbedUser ID: guestPassword: leave as blank
https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/https://qualitycenternf.nwie.net/qcbin/ -
8/3/2019 23335752 Introduction to Quality Center
76/76
Thank You!
Nationwide FinancialQuality Assurance Competency
CenterFor Internal use only