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    Quality Center8.2

    Nationwide FinancialQuality Assurance & Testing Competency

    CenterFor Internal use only

    Last Updated: 6/15/2006

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    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

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    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

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    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.

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    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

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    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/
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    Login to a project/database

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    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

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    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

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    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

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    Quality Center The fourmodules

    Project name User name

    Module

    Buttons

    Quality CenterToolbar

    Common to allmodules

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    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

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    Requirements

    Management

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    Requirements Module

    You specify requirements in Quality Centerusing the Requirements module, which isopened by clicking the Requirements button onthe sidebar

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    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

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    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

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    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

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    Exercise 1: Building the

    Requirements Tree

    http://exercise%201.doc/http://exercise%201.doc/
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    Creating a Manual Test

    Script

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    Creating tests flow

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    Test Plan ModuleYou design tests in the Test Plan tab. Access this

    tab by clicking the Test Plan button on thesidebar.

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    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.

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    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

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    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

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    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.

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    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

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    Test Details tab template

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    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).

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    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

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    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

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    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

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    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

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    Test Script Status Flow in QC

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    Requirements Traceability

    What is Requirements

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    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

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    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

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    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

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    Exercise 2: Building a Testand linking it to

    requirements

    http://exercise%202.doc/http://exercise%202.doc/
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    Test Execution

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    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

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    Creating/Running tests, flow

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    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.

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    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

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    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.

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    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.

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    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

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    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

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    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.

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    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

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    Exercise 3: Executing a Test

    http://exercise%203.doc/http://exercise%203.doc/
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    Logging a New Defect

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    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

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    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

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    Defects Module

    You track defects in Quality Center by clicking theDefects button on the sidebar.

    Defects Grid

    Description

    Tab

    HistoryTab

    Grid Filters

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    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.

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    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.

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    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

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    Metrics and reports

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    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

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    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.

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    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

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    Requirement Graphs

    Coverage Trend

    Summary Progress

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    Test status Graphs

    Execution trend Execution

    summary

    Test Plan Summary Progress

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    Defect status Graphs

    Age Trend

    Summary Progress

    Requirements Coverage

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    q gView

    Requirements

    Tree

    The Coverage View enables you to add and modifytests coverage

    Requirements Coverage

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    q gAnalysis

    Coverage Analysis view enables you to analyze thebreakdown of child requirements according to testcoverage status

    Coverage analysis detail

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    g yviews

    The pie chart and othercoverage views havehyperlinks on the chartwhich will switch the userfrom different views

    including some tabularviews

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    Exercise 5: Reports

    http://exercise%205.doc/http://exercise%205.doc/
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    Miscellaneous tasks

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    Adding and removing

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    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

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    Support & Training

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    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

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    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/
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    Thank You!

    Nationwide FinancialQuality Assurance Competency

    CenterFor Internal use only