Chapter 5. Define

Table of Contents

5.1. Defining a Project
5.1.1. Select a Project
5.1.1.1. Searching and Sorting Projects
5.1.2. Maintaining a Project
5.1.2.1. Creating a Project
5.1.2.2. Searching and Sorting Projects
5.1.2.3. Deleting a Project
5.1.2.4. Restoring a Project
5.1.2.5. Purging a Project
5.1.2.6. Editing a Project Description
5.1.2.7. Editing the Issue Management Properties of a Project
5.1.2.8. Editing the user defined properties of a project
5.2. Test Environments
5.2.1. Maintaining Test Environments
5.2.1.1. Creating a Test Environment
5.2.1.2. Editing the user defined properties of a Test Environment
5.2.1.3. Searching and Sorting Test Environments
5.3. Maintaining Systems Under Test
5.3.1. Maintain Systems Under Test
5.3.1.1. Creating a System Under Test
5.3.1.2. Editing the user defined properties of a System Under Test
5.3.1.3. Searching and Sorting Systems Under Test
5.4. Test Cases
5.4.1. Maintain Test Cases
5.4.1.1. Creating Test Cases
5.4.1.2. Editing the user defined properties of a Test Case
5.4.1.3. Searching and Sorting Test Cases
5.4.1.4. Edit Test Case
5.5. Test Suites
5.5.1. Maintain Test Suites
5.5.1.1. Create Test Suites
5.5.1.2. Searching and Sorting Test Suites
5.5.1.3. Editing Test Suites

This section describes how to define the main artifacts of Klaros-Testmanagement: the projects, environments, systems under test, test cases and test suites. These artifacts are managed in the define section of the main menu. For each artifact a menu entry on the left hand side is provided.

5.1.  Defining a Project

The Projects section allows to select and manage the projects in Klaros-Testmanagement. The actions used to manage the projects are create, remove, update and search projects.

When accessing Klaros-Testmanagement for the first time it is necessary to create a project to work with. To create a new project select the menu entry Maintain Projects ( Figure 5.2 ) and follow Section 5.1.2.1, “ Creating a Project ” .

But usually a user would just select one of the already defined projects, which is described in the following section.

5.1.1.  Select a Project

The main screen after a successful login is the Maintain a Project Screen ( Figure 5.1 ). It gives the user an overview about the projects stored in the Klaros-Testmanagement database. Each project is listed in a single row.

To continue operating the user is required to select a project. To select a project the user must click on the check box of the desired project.

[Note]Choosing a project with the project quick select drop-down field

The header bar of Klaros-Testmanagement contains a drop-down field labeled Project . With this drop-down field the active project can be switched quickly on any Klaros-Testmanagement page . You will be directed to the top page of your current category (Define / Execute etc.).

Figure 5.1. The Project Selection Screen

The Project Selection Screen

After a project is selected, the disabled functions are made available.

5.1.1.1. Searching and Sorting Projects

It is possible to search for projects and sort the results of the search with the filtering and sorting options. The filtering and sorting options become visible by opening the Filter / Sort panel. The Filter / Sort panel contains two tables. The left table contains the filtering parameters, the right table contains the sorting parameters.

Below the two tables you find two buttons:

Apply

The Apply button applies the filter and sorting criteria specified in the two tables above and presents the filtered and sorted result in the table below.

Reset

The Reset button clears the tables with the filter and sorting criteria and displays all projects.

5.1.1.1.1. Specifying Search Criteria for Projects

Each line in the filter table represents a criterion that restricts the result set that is displayed in the table below, i.e. the set of all projects is filtered for the conjunction of all criteria listed in the filtering table.

By clicking the button, a new and empty row for a filter criterion is appended to the table. The table with the filtering criteria has four columns:

  • The Field column denotes the field in the table that the criterion is filtering for. In the Filter / Sort panel of the project selection page are two fields that can be filtered: ID and Description.

  • The Type column denotes the operator that is used for the criterion. In the project selection page there the following operators are available:

    Equals

    Only the items that exactly match the value of the criterion are shown.

    Not equals

    The items that do not equal the value of the criterion are shown in the result table.

    Greater than or equals

    Items that are greater than or equal the value of the criterion are shown.

    Less than or equals

    Items that are less than or equal the value of the criterion are shown.

    Greater than

    Items that are greater than the value of the criterion are shown.

    Less than

    Items that are less than the value of the criterion are shown.

    Like

    Items that have a part that matches value of the criterion are shown.

  • The Value column defines the value for the filtering criterion.

  • The Action column contains a button ( ) for deleting the criterion in the current line.

5.1.1.1.2. Specifying Sorting Criteria for Projects

The table that contains the list of projects can be sorted. The criteria for the sorting are specified in the right table in the Filter / Sort panel. It is possible to specify more than one sorting option. If there are more than one sorting options the uppermost sorting criterion has the highest priority, lowest row in the sorting criterion table has the lowest priority.

When the button is clicked, a new empty row for a sorting criterion is appended at the bottom of the sorting options table. Each row in the sorting options table has in the Action column a Delete button ( ). By pressing this button the row with the sorting criterion can be removed.

The sorting options table contains three columns:

  • The Order By column denotes the field in the results table that the sorting applies to. The fields that can be sorted for in the select projects screen are ID and Description.

  • The Type column defines the direction of the sorting sequence, i.e. descending or ascending.

  • The Action column contains a button for deleting the sorting criterion.

5.1.2.  Maintaining a Project

The Maintain Projects page allows to create, remove, update and search projects ( Figure 5.2 ). These functionalities are available in the same screen.

Figure 5.2. The Maintain Projects Screen

The Maintain Projects Screen


5.1.2.1.  Creating a Project

By clicking on the New button the user is able to create a new project ( Figure 5.2). An empty row is added at the beginning of the table. A description can be specified. The Project ID is automatically assigned by Klaros-Testmanagement. Press the Save button to confirm the creation or the Cancel button to discard.

5.1.2.2. Searching and Sorting Projects

It is possible to search for projects and sort the results of the search with the filtering and sorting options. The filtering and sorting options become visible by opening the Filter / Sort panel. The Filter / Sort panel contains two tables. The left table contains the filtering parameters, the right table contains the sorting parameters.

Below the two tables you find two buttons:

Apply

The Apply button applies the filter and sorting criteria specified in the two tables above and presents the filtered and sorted result in the table below.

Reset

The Reset button clears the tables with the filter and sorting criteria and displays all projects.

5.1.2.2.1. Specifying Search Criteria for Projects

Each line in the filter table represents a criterion that restricts the result set that is displayed in the table below, i.e. the set of all projects is filtered for the conjunction of all criteria listed in the filtering table.

By clicking the button, a new and empty row for a filter criterion is appended to the table. The table with the filtering criteria has four columns:

  • The Field column denotes the field in the table that the criterion is filtering for. In the Filter / Sort panel of the maintain projects page are two fields that can be filtered: ID and Description.

  • The Type column denotes the operator that is used for the criterion. In the maintain project page the following operators are available:

    Equals

    Only the items that exactly match the value of the criterion are shown.

    Not equals

    The items that do not equal the value of the criterion are shown in the result table.

    Greater than or equals

    Items that are greater than or equal the value of the criterion are shown.

    Less than or equals

    Items that are less than or equal the value of the criterion are shown.

    Greater than

    Items that are greater than the value of the criterion are shown.

    Less than

    Items that are less than the value of the criterion are shown.

    Like

    Items that have a part that matches value of the criterion are shown.

  • The Value column defines the value for the filtering criterion.

  • The Action column contains a button ( ) for deleting the criterion in the current line.

5.1.2.2.2. Specifying Sorting Criteria for Projects in the Maintain Projects Screen

The table that contains the list of projects can be sorted. The criteria for the sorting are specified in the right table in the Filter / Sort panel. It is possible to specify more than one sorting option. If there are more than one sorting options the uppermost sorting criterion has the highest priority, lowest row in the sorting criterion table has the lowest priority.

When the button is clicked, a new empty row for a sorting criterion is appended at the bottom of the sorting options table. Each row in the sorting options table has in the Action column a Delete button ( ). By pressing this button the row with the sorting criterion can be removed.

The sorting options table contains three columns:

  • The Order By column denotes the field in the results table that the sorting applies to. The fields that can be sorted for in the maintain projects screen are ID and Description.

  • The Type column defines the direction of the sorting sequence, i.e. descending or ascending.

  • The Action column contains a button for deleting the sorting criterion.

5.1.2.3. Deleting a Project

By clicking on the Delete icon the project will be removed from the list of selectable projects.

[Note] Why is the Delete button sometimes disabled?

Projects that already contain some test cases can no longer be deleted by users, so their Delete icon is disabled. Only an administrator can delete a locked project, which may be restore later as long as it has not yet been finally purged from the database.

5.1.2.4. Restoring a Project

By clicking on the Restore icon a previously deleted project can be restored to the list of selectable projects. Only an administrator is able to restore a deleted project.

5.1.2.5. Purging a Project

By clicking on the Purge icon a previously deleted project can be finally purged from the database. Only an administrator is able to purge a deleted project. This operation can not be undone.

5.1.2.6. Editing a Project Description

The project description can be used to give a short overview over the project. By clicking on the description field, the user is able to directly change the current value ( Figure 5.2 ). Press the Save button to submit the changes that have been made or the Cancel button to discard the changes.

5.1.2.7. Editing the Issue Management Properties of a Project

The issue management systems that are used in the project can be edited by pressing the Edit( ) icon.

The issue management properties page shows two tables: The upper table contains the configured issue management systems that are already used in the project, the lower table shows all issue management systems that are configured and not used by the project. To add a issue management system to the project press the add button ( ) at the issue management system. The issue management system will be removed from the lower table and added to the upper table. A screen shot of the page for editing the assigned issue management system is shown in Figure 5.3, “The Project Issue Management System Selection Page”. On this page it is also possible to edit the description of the project and set the secured flag. Is a project secured, a user must authenticate at Klaros-Testmanagement to view bookmarked pages. More information about bookmarking is available at Section 7.4, “Bookmarking Results” .

Figure 5.3. The Project Issue Management System Selection Page

The Project Issue Management System Selection Page


Press Save to save the changes and Cancel to cancel the changes.

For the configuration of issue management systems see Section 8.5.4, “ Issue Management ” .

5.1.2.8. Editing the user defined properties of a project

[Important]Klaros-Testmanagement Enterprise Edition Feature

This feature is only available in the Klaros-Testmanagement Enterprise Edition.

The user defined properties can be used to customize the Systems Under Test, Test Environments, Test Cases and Test Suites by adding additional fields to them.

To New button ca be used to add a new user defined property. After adding a new property it is possible to choose the entity and property type. There are four possible entities: Figure 5.4, “The Project User Defined Properties Page”

  • System Under Test

  • Test Environment

  • Test Case

  • Test Suite

The three possible types of an user defined property are:

Text

The property will be a text field limited to 1024 characters

True/False

The property will be a simple check box

Enumeration

The property will be a drop down box to select a single entry from a predefined list of values

After the new property was saved the entity and type can not be changes anymore. The name of the property and the list of enumeration values can always be changed.

Figure 5.4. The Project User Defined Properties Page

The Project User Defined Properties Page


Press Save to save the changes and Cancel to cancel the changes. After saving new user defined properties they can used immediately.

5.1.2.8.1. Enumerations

The Edit button beside the enumeration name opens the menu to edit the values of this enumeration. Figure 5.5, “Editing the values of an enumeration”

Figure 5.5. Editing the values of an enumeration

Editing the values of an enumeration