Material contained in this document is priority to Northway Solutions Group.

9005 Overlook Blvd. Brentwood, TN 37027

Main: 866.611.8762 Fax: 866.611.8762

www.northwaysolutions.com

2013

ALM 11 Training

ALM 11 Training 2

Table of Contents

User Training .......................................................................................................................... 3

COURSE OVERVIEW ................................................................................................................................ 3

INTENDED AUDIENCE .............................................................................................................................. 3

COURSE NAMES ...................................................................................................................................... 3

DURATION............................................................................................................................................... 4

PREREQUISITES ....................................................................................................................................... 4

COURSE OBJECTIVES ............................................................................................................................... 5

COURSE SYLLIBUS ................................................................................................................................... 5

Admin Training ..................................................................................................................... 11

COURSE OVERVIEW .............................................................................................................................. 11

INTENDED AUDIENCE ............................................................................................................................ 11

COURSE NAMES .................................................................................................................................... 12

DURATION............................................................................................................................................. 12

PREREQUISITES ..................................................................................................................................... 12

COURSE OBJECTIVES ............................................................................................................................. 12

COURSE SYLLIBUS ................................................................................................................................. 13

ALM 11 Training 3

User Training

COURSE OVERVIEW

The Northway Application Lifecycle Management Course teaches how to leverage the ALM/QC Test

Management solution to manage the entire testing process for an organization. This course focuses on

the 5 core activities and reporting associated with the test management process.

This course not only introduces the techniques needed to effectively leverage ALM/QC, but also helps

the student to leverage “best practices” for test management, including release planning, requirements

reviews, test design techniques, test execution planning, defect management, and monitoring &

measuring effectiveness.

INTENDED AUDIENCE

Quality Assurance Associates, Project Managers, Business Analysts, Development Associates, and

Quality Assurance Managers

COURSE NAMES

The following courses have been designed for the HP ALM/Quality Center™ product. The 150 class is

intended to be only a high level overview of the product as an introduction to the capabilities of the

toolset and is not intended to provide detailed training to end users.

150 ALM/Quality Center™ - Introduction to Test Management

250 ALM/Quality Center ™ Test Management

350 ALM/Quality Center ™ Site Admin and Project Customization

ALM 11 Training 4

DURATION

COURSE DESCRIPTION DURATION

TM150 ALM 11 - Introduction to Test Management 1 Day

TM250 ALM 11 - Test Management 4 Days

TM350 ALM 11 – Site Admin and Project Customization 1 Day

PREREQUISITES

Working knowledge of Quality Assurance testing processes & the software development

lifecycle

ALM 11 Training 5

COURSE OBJECTIVES

At the end of this course, students should be able to:

Understand the basic concepts of a sound test management process

Understand the phases of a standard test management process

Effectively identify the test cycles associated with a release

Effectively review and export requirements into ALM/QC

Effectively define and design test cases using standard testing techniques

Create effective test cases based on industry best practices

Effectively leverage parameters and test calls to create reusable test assets

Effectively plan out the test execution strategy

Effectively capture, manage, and disposition defects that are define

Create effective reports, graphs and dashboards for reporting test progress

COURSE SYLLABUS

ALM 11 Introduction & Overview

Why Test Management?

Release Management Overview

Requirements Management Overview

Test Plan Management Overview

Test Lab Management Overview

Defects Management Overview

Dashboard Management Overview

Release Management

Release Defined

Cycles Defined

Creating Releases in ALM 11 EX

Leveraging Releases & Cycles Across ALM 11 EX

Release Reporting

Release Progress Report EX

Project Planning & Tracking

ALM 11 Training 6

PPT Overview & Workflow

Defining Release Scope

Defining Release Milestones

Setting KPIs

Release Scorecard & Gantt Charts

Creating Milestones for a Project EX

Library Management

Library Defined

Creating Libraries

Creating a Library Tree

Adding Folders to Libraries

Creating a New Library

Adding Tests to Libraries

Baselines

Creating a Baseline

Comparing Baselines

Sharing Assets across Projects

Importing a Library

Pinning Test Sets to Baselines

Requirements Management

Types of Requirements

Characteristics of Good Requirements

Requirements Gathering Roles & Responsibilities

Reviewing & Inspecting Requirements EX

Entering Requirements into ALM 11

Manual Entry EX

Export to ALM 11 EX

Classifying Requirements by Type EX

Establishing Traceability

ALM 11 Training 7

Intra Requirement Traceability EX

Traceability to Test Cases EX

Creating Test Cases Directly From Requirements

Why, How & When EX

Requirements Reporting

Requirements Coverage EX

Impact Assessments

Risk Management

Risk Defined

Conducting Risk Assessments

Business Models

Test Management

Types of Testing

Unit & Integration

System

User Acceptance Testing

Regression Testing

Test Techniques

Black Box, White Box, Gray Box

Boundary Value Analysis

Pairwise Testing

Equivalence Partitioning

Decision Tables

Challenge Testing

Validation by Comparison

ALM 11 Training 8

Verification versus Validation

Characteristics of a Good Test Case

Reviewing/Inspecting Test Cases EX

Test Management and Design Roles & Responsibilities

Mastering Test Design

Process Mapping (SIPOC) EX

Role Mapping (Swim Lane) EX

Scenario Identification EX

Natural Language Scripting EX

From Natural Language to Test Scripts EX

Modularizing Tests into Reusable Components EX

Organizing Tests

Leveraging Folders to Organize Test Design

Creating Folder Structures in ALM 11 EX

Creating Test Cases in ALM 11

Manual Entry EX

Export into ALM 11

Creating Template Tests EX

Using Templates to Build a Test Case (Call to Test) EX

Using Parameters EX

Defining Test Configurations EX

Establishing Traceability to Requirements EX

Linking Test Cases to a Defect

Leveraging Business Components

Test Plan Reporting

Associated Defect Reporting

Test Design Progress Reporting EX

Test Execution

Test Execution Planning

ALM 11 Training 9

Testing Levels (Unit, System, UAT)

Entry/Exit Criteria

Leveraging Folders to Manage Execution

Creating Folder Structure in ALM 11 EX

Test Sets

Test Sets Defined

Creating Test Sets EX

Adding Tests To a Test Set EX

Associating a Test/Test Set to a Release EX

Executing Automated Tests

Host Manager

On Failure Settings

Setting Execution Criteria

Executing Manual Tests

Execution Statuses

Executing a Single Test EX

Capturing Images During Test EX

Executing All Tests in Test Set

Reviewing Completed Test Cases

Incomplete Test EX

Associating an Existing Defect to a Test EX

Executing Tests Using Sprinter

Launching Sprinter

Opening and Running a Test in Sprinter EX

Logging Defects using Sprinter

Annotating a Screen Capture

Sprinter Run Results

Mirroring on Secondary Machines

Viewing Test Results

Execution Details

ALM 11 Training 10

Test Execution Reporting

Reviewing Release Progress

Test Progress Report EX

Defect Management

Defect Defined

Defect Review Board (Best Practices)

Logging Defects

Logging Defects During Test Execution EX

Defect Forms

Managing Defects

Defect Grid

Creating Defect Views EX

Defect Management Lifecycle (Best Practices)

Assigning Defects

Defect Reporting

Defect Reports EX

Defect Graphs EX

Dashboard Management

Analysis and Dashboard View

Analysis View

Creating Reports EX

Creating Graphs EX

Dashboard View

Creating a Dashboard EX

ALM 11 Training 11

Version Management (Optional)

Version Management

Version Control Defined

Check Out and Check In EX

Resource Management (Optional)

Creating a Resource Tree

Adding Resources

Adding Files to Resources

Admin Training

COURSE OVERVIEW

The Northway Application Lifecycle Management Site Administration and Project Customization course

teaches how to manage the HP ALM/Quality Center™ solution for an enterprise. This course focuses on

two core aspects of managing projects:

Site Administration – this portion of the course focuses on the activities associated with

creating, managing, updating and deleting projects and domains within the product. It also

teaches the student how to navigate the administration features, and to track product

utilization.

Project Customization – this portion of the course focuses on how to plan, define, and

implement project customizations in the platform. It is intended to provide students with the

skills to not only configure the solution, but to create workflow to align the tool to the company

standards.

INTENDED AUDIENCE

Quality Assurance Associates that are responsible for HP ALM/Quality Center™ product administration

and Quality Assurance Associates that manage project details.

ALM 11 Training 12

COURSE NAMES

The following courses have been designed for the HP ALM/Quality Center™ product. The 150 class is

intended to be only a high level overview of the product as an introduction to the capabilities of the

toolset and is not intended to provide detailed training to end users.

350 ALM/Quality Center ™ Site Admin and Project Customization

DURATION

COURSE DESCRIPTION DURATION

TM350 ALM 11 – Site Admin and Project Customization 1 Day

PREREQUISITES

Working knowledge of the ALM/Quality Center ™ product, Working knowledge of Quality

Assurance testing processes, the software development lifecycle, Working knowledge of

Windows and Database servers

COURSE OBJECTIVES

At the end of this course, students should be able to:

Understand the basic concepts of managing domains and projects

Effectively create and manage projects

Understand how to manage enterprise wide project parameters

Understand the features and capabilities of Site Administration

Understand the concepts for creating a custom project template

Understand the differences between projects and templates

Effectively create a template project with customization

ALM 11 Training 13

COURSE SYLLIBUS

ALM 11 Administration

Managing Projects Using ALM 11

Project Creation

Domains and Projects

Organizing Projects Using Domains

User Management

Deleting Projects

Cloning Projects

Monitoring User Connections

ALM 11 Application Parameters

Leveraging LDAP

Setting Up Email

ALM 11 Utilization Reporting

Usage Reporting

Project Planning & Tracking

Overview

Scheduling KPI Calculation

Manual KPI Calculation

Template Project Management

Linking Projects to a Template Project

Creating Templates

Local vs. Global Customization

ALM 11 Training 14

Requesting Suspension of Apply Customization

Managing & Customizing Individual Projects

Creating and Managing Roles

Managing Module Access

Adding New Fields

Field Types

Creating and Using Lists

Creating Workflow to Customize the User Experience

Consideration for Using a Template