3.2. Categorization

[Important] Important

In order to use the examples in this guide it is recommended that you complete Section 2.3, “Creating Test Environments” of the quick-start guide.

In our example project, we have separate test environments and test cases for hardware- and software-related criteria. A useful way to separate these within in Klaros-Testmanagement Enterprise Edition is to use the categorization feature.

In Klaros-Testmanagement objects such as test cases, test environments, etc. can be assigned to user-defined categories. This works similar to storing files in folders of a file system. We will now create two categories and assign the created test environments to the respective teams.

  1. Click on the icon directly above the table in the workspace to open the Categories panel. Select Click here to edit categories.

    Creating Categories

    Figure 3.3. Creating Categories

  2. Press the icon to create a new category group.

  3. Insert Printer Test into the field Name.

  4. Click the Save button and select the category Printer Test from the drop-down menu Category Group.

  5. Next, rename the field ROOT to Team.

  6. Now click on the icon in the field Team and enter Hardware in the text field of the new subcategory. Repeat the step with the entry Software.

  7. Click the Save button.

After the categories have been successfully created, the test environments can now be assigned to the individual teams.

  1. To do this, use the icon right above the table to change the view.

  2. Select the checkboxes to the left of the software-related test environments ( Windows 10 and Ubuntu 20.04).

  3. Click on the icon left above the table.

  4. Select the entry Software in the displayed dialog.

    Assigning Test Environments to Categories

    Figure 3.4. Assigning Test Environments to Categories

  5. Click the OK button. The two entries now appear in the category Software.

  6. Now select the checkboxes next to the hardware-related test environments.

  7. Click the icon.

  8. Now click on the entry Hardware in the dialog.

  9. Click the OK button.

The Test Environment Categories

Figure 3.5. The Test Environment Categories

If the categories panel is closed, all existing test environments are displayed. If the panel is open, only the test environments of the selected category are displayed.