Chapter 3. How-Tos

Table of Contents

3.1. User Role Management
3.1.1. Limiting Project Access
3.2. Categorization
3.3. User Defined Properties
3.4. Pausing and Resuming Test Runs
3.5. Configuring Issue Management System
3.6. Issues
3.6.1. Linking Issues
3.6.2. Creating Issues
3.7. Revisions
3.8. Requirements
3.9. Iterations

This section of the tutorial consists of how-to guides for certain actions in Klaros-Testmanagement. We will continue to use the printer example project from the quick start guide.

It is recommended to complete the quick-start guide first if you wish to follow these guides step-by-step.

3.1. User Role Management

In this section we will learn how project access works and how to limit the access to our example project to specific users.

The default installation of Klaros-Testmanagement contains the three users admin, manager and tester (see the Klaros-Testmanagement documentation here and here for more information about user roles). If you create a new project (see Section 2.1.1, “ Creating a Project) all users of Klaros-Testmanagement have access to this project. To limit the access to this project to a single users or several specific users, you can use project specific roles, which are part of Klaros-Testmanagement Enterprise Edition.

3.1.1. Limiting Project Access

In this section we will limit access to the Printer project. See here for more information about project specific roles.

[Tip] Assigning project specific roles

Project specific roles do not need to match the role of the user. For example, a user with the role test manager can be a tester n one project and a test manager in another project.

Procedure 3.1. Limiting Access to a Project

  1. Login to Klaros-Testmanagement as a test manager.

  2. Select the Define section in the topbar.

  3. Press the P00001 label.

  4. Select the Access tab.

  5. The Access tab

    Figure 3.1. The Access tab

    In the Max Mustermann column, select Test Manager in the Project Role dropdown list.

The only user allowed to view the Printer project now is the user named manager. Administrators can still view the project, since they are excluded from project access rules. On the projects page, you can see which projects have access rules defined by the icon in the Additional information row.

A Project with Limited Access

Figure 3.2. A Project with Limited Access

Procedure 3.2.  Granting the tester Account Access to the Printer Project

  1. Login to Klaros-Testmanagement using the manager account.

  2. Select the Define section in the topbar.

  3. Press the P00001 label.

  4. Select the Access tab.

  5. In the Erika Mustermann column, select Tester in the Project Role dropdown list.

[Important] Important

If you use project specific roles, you need to assign at leat one test manager per project.

  1. Log into Klaros-Testmanagement as a manager.

  2. Select the Printer project.

  3. Press the Define link in the topbar.

  4. Select the Test Cases menu entry in the sidebar.

  5. Press the icon on the test case Test if the printer prints at least 10 page per minute.

  6. Press the Revisions tab.

  7. Press the New Revision button.

  8. Enter requirements have changed in the Comments text field.

  9. Press the Yes button.

  10. Press the Properties tab.

  11. Change the Description of the test case to Test if the printer prints at least 20 page per minute.

You have successfully created a new revision of the test case.

[Note] Note

When creating a new revision, this revision gets selected as the active revision for that test case. You can, at any time, switch back to an older revision via the revision tab.