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HP ALM 11.0 TRAINING
                                                                    IT QA
                                                                    Training for AMD Test Leads and
                                                                    Testers
                                                                    April 2011




Advanced Micro Devices Inc. (AMD) Proprietary 2011. AMD is a trademark of Advanced Micro Devices.

This document contains proprietary intellectual property of AMD and may not be copied, modified or otherwise duplicated,
reproduced or changed without the express written permission of AMD.
Objectives

 Provide Training on key ALM 11.0 Features and Functionality
  based on Role
 Demonstrate Installation
 Show what has changed from QC 9.2 to ALM 11
 Review the ALM 11.0
  Environment, UI, Menus, Components, Screens
 Demonstrate each module in ALM 11.0: Test Plan, Test
  Lab, Defects
 Instruct on Best Practices to follow within each module




      2 | QA Communications | February 2011
Training Outline
 Objectives
 Getting Started
   New Account Request
   New Project Request
 Installation Process
   Pre-requisites: ALM 11.0
   Installation Steps
   Logging in and Setting Passwords
   Changing Password
 What has Changed
   New Requirements Types and Workflow: Refer to RCoE Training
   User Interface has changed
   PMO Projects grouped by Business Domain
   Releases Functionality: Program/Project Release Folder/Structure
    –
        3 | QA Communications | February 2011
Training Outline Cont’d
 Reports Configuration has changed
 New Features: Libraries and Baselines
 Version Control
 TFS Synchronization
 Test Execution
   Tester Roles & Responsibilities
   Test Plan: Creating and Revising Scripts
   Test Lab: Executing and recording results; linking defects
 Defects
   Logging and retesting defects
* Also included in What has Changed Slide




        4 | QA Communications | February 2011
Installation Process: ALM 11.0
c

ALM Client System Requirements

                                    Windows 7 32 bit (Recommended)
                                    Windows Vista (SP1) 32 bit
Operating System                    Windows XP (SP3) 32 bit

                                    Notes:
                                    If you are integrating ALM with other HP testing tools, you
                                    must modify the DCOM permissions on your client machine.
                                    For more information, see
                                    _http://h20230._www2.hp.com/selfsolve/document/KM187
                                    086.
                                    You can work with the ALM client using a remote desktop.

Browser                             Microsoft Internet Explorer 7 or 8

                                    Note: For customers who have restrictions on plug-ins
                                    in their browsers, such as ActiveX, ALM can be loaded
                                    in the HP ALM Explorer Add-in. For more information
                                    on downloading and installing the add-in, refer to the
                                    HP Application Lifecycle Management Installation
                                    Guide.




     6 | QA Communications | February 2011
Prerequisites: ALM 11.0 cont.d
ALM Client System Requirements

                                  • Visual C++ 2005 SP1 ATL Security Update
Prerequisites                     Redistributable
                                  • Microsoft .NET Framework 3.5 (SP1)
                                  • Microsoft Office 2007 (SP2)




       7 | QA Communications | February 2011
Installation Steps

1. You must log on to the browser as administrator. To do this, select Internet Explorer
   from the Start Menu, and right click to Run as Administrator.
2. Type in ALM 11 or http://ausalmp00:8080/qcbin in the address bar of your browser,
   Internet Explorer.
3. Log on to ALM 11.0. This is what you will see:




         8 | QA Communications | February 2011
4. Click the Application Lifecycle Management link.
5. You will see the Security Warning shown below: “Do you want to install this software?”
   Click Install.




         9 | QA Communications | February 2011
6. On the screen that displays, you will be prompted to install Microsoft Visual C++ 2005
   SP1 Security Update.

Note:
  Since this is a generic update, if the machine already had the C++ update installed by
  another windows or program update, this update will not be triggered. Then you will
  automatically be taken to Step 8 instead.
   If you chose the Install option, you will see the following screen while the Microsoft
  Visual C++ install is initiated.




       10 | QA Communications | February 2011
7. Next, the Microsoft Download Center displays:




       11 | QA Communications | February 2011
8. The file-download options display on the next screen (shown below). The default option
   will be that for X86 systems – third on the list: Click Download.




       12 | QA Communications | February 2011
9. Click Run on the standard Security warning that displays next:




        13 | QA Communications | February 2011
10. You may see a second warning with a similar message once you click Run the first
    time. Click Run again.




       14 | QA Communications | February 2011
•Click Yes on the window that pops up, to allow the program to make necessary changes to your computer.




      11. Click Yes, on the screen that displays to accept the License Agreement




                  15 | QA Communications | February 2011
12. Click Yes on the window that pops up, subsequently to allow the program to make
    necessary changes to your computer.




       16 | QA Communications | February 2011
13. You will see the following screen while Windows configures the Microsoft C++
    Redistributable:




       17 | QA Communications | February 2011
14. The following screen will display as ALM 11.0 loads:




       18 | QA Communications | February 2011
 You are now ready to log in, authenticate, and access your
  project.
 Note: Please let all the components run before logging off.




     19 | QA Communications | February 2011
Logging in and Setting Passwords
 In your browser window, type in ALM 11 or
  –   http://ausalmp00:8080/qcbin/
 you may try the alternate link
  – http://ausalmp00.amd.com:8080/qcbin/start_a.htm
 On the first screen that displays, click on the Application Lifecycle
  Management link.




        20 | QA Communications | February 2011
ALM 11.0 Login Screen
1. Enter your ALM 11.0 User Name and Password, then select Authenticate
   •     Your new User Name is the same as your NT ID. Example: jsmith
   •     Your new Password is the same as your User Name.
   •     User Name and Password are all lower case characters.
   •     If you’re new to ALM 11.0, please change your Password once you successfully log in.
2. Enter the Domain and Project, and click the Login button
   •     Domain is: AMD_QA
   •     Project is: Current Project
Notes:
•Admin Rights on your workstations
are required.
•Listing the ALM 11.0 URL as a
trusted site in IE is also
recommended.
•The first time you launch ALM 11.0
you will see horizontal progress
bars as your workstation is being
configured for ALM




           21 | QA Communications | February 2011
Changing Password
• Please keep your passwords private, and do not
  share.
• On the ALM 11.0 home page, click on the
  Forgot Password link.



 • If logged in, click on Tools -> Customize - >User Properties -> Click on Change Password tab.
 • On Change Password pop-up enter old password, new password twice, and click OK button.
 • Click Save, then click on Return button.




          22 | QA Communications | February 2011
What has Changed: ALM 11.0
What has changed from QC 9.2
 New Requirements Types and Workflow
 – Specific Functionality is implemented as per the RCoE Training

 Changed User Interface: The Dashboard has a new look
  and feel
 PMO Projects are now grouped by business domain
 – 10 business domains with Programs - >Projects under the
   business domains
 Releases functionality:            Modified QC project creation strategy. We will
 create 10 ALM 11.0 projects based on business domains. Each domain will have
 multiple PMO projects.




       24 | QA Communications | February 2011
What has changed from QC 9.2

 New Features: Libraries, Baselines                        New Features and Best Practices
    to be rolled out in 2011.

 Reporting Configuration Changes:                       There is a new method for
    changing parameters when configuring a report. A graph wizard may be used to
    configure standard reports.

 Version Control (Test Plan, Requirements, Components section) -
    > With the new Version Control it is necessary to check- out – check-in to prevent
    locking files

 TFS Synchronization:                 New fields have been added when creating
    requirements and logging defects, to enable synchronization
    The EDW/SAP flag is a key part of synchronization. It is also used to display custom
    information for SAP and EDW.




          25 | QA Communications | February 2011
ALM 11.0: User Interface - > Menus
ALM 11.0’s Navigation structure includes these major menus with modules
under them: * The Menu items in bold indicate implemented functionality.
  Menu                                         Functionality

  Dashboard Menu                               Analysis (Reporting)



  Management Menu:                             Releases, Libraries



  Requirements Menu                            Requirements



  Testing Menu                                 Test Plan, Test Lab



  Defects Menu
      26 | QA Communications | February 2011
ALM 11.0: Modules                                ALM 11.0’s structure includes these major modules:
                                                 Dashboard: Analysis View - To access reporting
                                                  functionality
                                                 Releases – Tool to manage the Release Life Cycle
                                                 Libraries - Tool to manage a set of entities in a
                                                  project and the relationships between them
                                                 Requirements – A repository for requirements
                                                 Business Models
                                                 Business Components – Used by IT QA
                                                  Automation Team to create business components
                                                  (details not covered in this document)
                                                 Test Plan – A repository for manual and automated
                                                  tests (Library of scripts)
                                                 Test Lab –Tool for scheduling and executing manual
                                                  or automated tests (Record Test Run results)
                                                 Defects– Defect management and tracking tool (log
                                                  defects)

Sections to be used: Test Lab and Defects
Standard icons :                                          ALM 11.0 Toolbar



       27 | QA Communications | February 2011

 2
Business Domains – Why by Business Domains
 Projects will be created under Business Domains. Project fields will be
  dependent on which Business Domain the project is mapped to. You will see
  in ALM 11.0 fields for defects and requirements to select the pmo project and
  application from a predefined list. This selection determines implications of
  synchronization and other potential customizations
 Support alignment of the different systems
  – Troux (Business Domains and Application Lists by Domain)
  – HP Application Lifecycle Management (ALM 11.0)
  – Team Foundation Server (TFS 2010)
  – Project Resource Cost Table (PRCT)
 Support the synchronization hooks between ALM and TFS
 Balances the needs for reporting and the management of project,
  requirements, testing, and development.
 Agreed upon by the PMO, RCOE, QA, and Dev.




       28 | QA Communications | February 2011
Business Domains - List



                                                Global
  Corporate                                                 Information
                          Finance             Operations
   Services                                                 Technology
                                              Engineering


                                                  PG
Manufacturing           Marketing                              Sales
                                              Engineering



                      Supply Chain                TG
                      Management              Engineering




     29 | QA Communications | February 2011
Business Domains – what does this mean to
you
 All project requirements in HP ALM will be in a single business
  domain to support requirements management, UAT testing, and
  reporting. However, your project will be a sub-folder within a
  business domain.
 In Troux, applications are aligned to business domains. Thus, in
  order for us to manage requirements affecting an application in
  different business domains, we require functional requirements to
  have an application assignment.
 – The application assignment is made during the hand-off to Dev.
   Dev will be responsible for identifying the application. Business
   Analysts are responsible for updating the requirements in ALM with
   the application name and in some cases, splitting the requirements
   so there is a single functional requirement to application.
 All requirements will require a PMO Project and if needed, the TFS
  Sync flag or SAP/EDW flag.


      30 | QA Communications | February 2011
Program/project release structure - folder



B               C

A



                            D                E




    31 | QA Communications | February 2011
Program/project release structure - release




                                             B



                                                 A




    32 | QA Communications | February 2011
Program/Project release structures
Key User interface elements
 UI Element       Icon             HP ALM Definition                         AMD Application

Release Folder           A folder for organizing releases.         AMD uses folders to organize
                                                                   releases. Nesting of release folders
                                                                   are used when a Release does not
                                                                   represent a go-live distribution of
                                                                   changes. (e.g. Multiple iterations
                                                                   before a go-live implementation)
   Release               A release represents a group of           AMD expands the use of releases to
                         changes in one or more applications       include a group of changes that may
                         that will be available for distribution   not be distributed.
                         at the same time. Each release can
                         contain a number of cycles.
 Reschedule              Opens the Reschedule dialog box,          No change
                         enabling you to reschedule the start
                         and end date of a release, cycle, or
                         milestone
    Cycle                A cycle is a set of development and       AMD’s QA organization uses cycles
                         quality assurance efforts performed       to represent the different stages of
                         to achieve a common goal based on         testing. (e.g. SIT, UAT). The QA
                         the release timeline.                     Analyst will create and assign the
                                                                   cycles.
   Delete              Deletes selected release folders,           AMD does not allow for deletion
                       releases, or cycles. Deleting a folder      exception by HP ALM Administrators.
                       also deletes its releases and cycles.
                       Deleting a release also deletes its
                       cycles.
       33 | QA Communications Deleting a release folder,
                       Note: | February 2011
                       release, or cycle also unassigns the
                       associated requirements, test set
Libraries and Baselines
                                                                      Libraries - A library represents a
                                                                      set of entities in a project and the
                                                                      relationships between them. The
                                                                      entities in a library can include
                                                                      requirements, tests, test
                                                                      resources, and business
                                                                      components.

                                                                      Baseline - A baseline is a
                                                                      snapshot of the library at a
                                                                      specific point in time. You can
                                                                      compare baselines at all stages of
                                                                      the application development
                                                                      lifecycle.



Why Use Libraries and Baselines
Viewing baseline history enables you to track changes made to individual entities in your library over
time. As development continues, you can view and compare all versions of an entity that are stored in
a baseline. At AMD, we are leveraging the baselining capabilities to take a snapshot of the
requirements at each Phase Exit and after a Project Change Request is approved and the
requirements have been updated.
 You can also import a library. Importing a library enables you to reuse and share an existing set of
entities. As development continues, you can compare and synchronize libraries.

        34 | QA Communications | February 2011
Create a Library and a Baseline
1.   From the Management module on the ALM sidebar, select Libraries.

2.   In Libraries root folder, create your project’s folder by click on the Create Folder button . Creating
     your project folder is important because there may be other projects using the ALM project container.

3.   Name your folder with your Project Number and Project Name (e.g. Project 123 Sales Enhancement)
     and click OK.

4.   Select your project folder and click on the Create Library icon     to create a library.

5.   Name your library as Requirements.

6.   If needed, Select Content from the sidebar. Click on your project folder. It is suggested that you
     select all requirements for your baseline. It may be necessary to filter   the view by Targeted
     Release before you check the requirements. You can do the same with test cases.




         35 | QA Communications | February 2011
Configuring Reports


Reporting Configuration is different in ALM 11.0, from QC 9.2:
This section describes how to:
• Add a new graph
• Apply a new filter to existing graph




     36 | QA Communications | February 2011
Create a New graph in ALM 11.0
 ALM 11.0 has introduced a new module dedicated to store
  and manage user reports and graphs
 – There can be Private or Public entities
 – The procedure to create a new graph is the same for both




     37 | QA Communications | February 2011

 3
Create a New graph in ALM 11.0

1. Choose the folder for your graph and click on the




                            1

                                                   2. Select the type
                                               2
                                                   of output (In this
                                                   case a New Graph)




      38 | QA Communications | February 2011

 3
Create a New graph in ALM 11.0

2. Select the Entity that you want to graph
3. Select the Graph Type.
4. Enter the new Graph Name.



                               3

                                   4

                                   5




      39 | QA Communications | February 2011
Create a New graph in ALM 11.0

5.    Once the new graph is created, click on the View Tab to access
      the report:
                                     6




          40 | QA Communications | February 2011
Applying Filters to a New Graph

 1. Select your graph and click on the View tab
 2. Modify general graph parameters
 3. Click on     for data specific filters


                                              1


                                                  2




                                      3




     41 | QA Communications | February 2011
Applying Filters to a New Graph
4.   Select your criteria from the filter screen, using the Filter tab, click OK.
5.   Choose Create Filter, select settings. Click OK:




        42 | QA Communications | February 2011
Applying Filters to a New Graph
6.   Click on the View tab to access the filtered graph




        43 | QA Communications | February 2011
Test Execution: ALM 11.0
Tester Roles & Responsibilities by Module
• The three main modules that a Tester will interact with are:
1. Test Plan
2. Test Lab
3. Defects Module
Roles by module
Test Plan
• Creating test scripts
• Reviewing and updating existing test scripts
Test Lab
• Executing tests and documenting test results
• Adding and modifying test sets in Test Lab
• Reviewing and updating existing test scripts in Test Lab
Defects
• Logging defects
• Retesting after defect resolution


        45 | QA Communications | February 2011

4
Tester Responsibilities
Tester Responsibilities
• Create TCP
• Executing tests and documenting test results
• Logging defects
• Retesting after defect resolution


Tester Permissions
 Approver
 Originator
 Business Components Manager




        46 | QA Communications | February 2011
Test Plan Module
Test Plan – Best Practices
 The Application folder may have subfolders with folder names to help identify sub-groups.
 Tests should be included under the associated application/module folder.
 Script naming conventions should be consistent:
        The prefix BUS should be used to differentiate between IT scripts and Business scripts
         (additions or revised copies). EX: BUS_HCM-IT-077
 The Test Name should be short and should deliver the objective of the test to some extent.
 Duplicate Tests should not be generated.
 Tests should be marked as Ready for Review only after all the steps are verified and no more
  changes are to be made.
 Design Step Description should be precise so that the test executor does not face any issues
  while executing even if he is not trained on the application or has not read the process
  definition.
 Expected Results must be included in each step if applicable.
 Mock ups, screen shots, or other documents which carry information that is needed for running
  the test should be attached to the test.
 Tests should be be generic so that they can be resued. For instance, homepage look and feel
  needs to be tested for all environments then the URL mentioned in test should be:
  http://(server).amd.com
 Mention any pre-conditions/post-conditions if applicable in the Description field in a highlighted
  format.
 Enter test execution priority before sending for approvals.
 Test Case Procedure should be approved before the run
 Manual Test Case Procedure Review Process should be followed.
            48 | QA Communications | February 2011

   4
Test Plan Workflow
                                                                                     Status: Manual
                                         Test Script is entered directly into        Test – In Design
                                         QC (Manual or Imported from MS-
                                                Word or MS-Excel)
             Test Plan
             Originator


                                               Status: Manual Test -
                                                 Ready for Review
                                                                                     Transition Rules For Test Plan Status
                                                                                   Transition Role For Test Plan Status
                                                                                     Field By Rules
                                                                                   Field By Role
                                                     Approved
                                                                            No        Test Plan Originator
                                                                                      Status:Manual
                                                        ?                            Test – In Design
             Test Plan
             Approver                                                                 From                       To
                                                        Yes
                                                  Status: Manual
                                                                                    Test PlanTest - In Design
                                                                                      Manual Originator          Manual Test - Ready for Review
                                                  Test - Approved
                                                                                        Test Plan Approver
                                          No
                                                       Need                           From                             To
                                                     Automation
                                                         ?
                                                                                      Manual Test - Ready for Review   Manual Test - In Design
                                                                                   Test Plan Approver Review
                                                                                      Manual Test - Ready for          Manual Test - Approved
                                          No
                                                        Yes                           Manual Test - Approved           Ready for Automation
                                                 Status: Ready for                    Automation - Ready for Review    Automation - In Design
                                                    Automation
                                                                                      Automation - Ready for Review    Automation - Approved
                                                                                      Automation - Approved            Manual Test - In Design

                                                       Fit for                         Business Component Dev
                                                     Automation
                                                          ?
            Business
          Component Dev
                                                                                 From                       To
                                                        Yes                      Ready for Automation       Manual Test - Approved
                                                Status: Automation               Ready for Automation       Automation - In Design
                                                                                 Automation - In Component Dev
                                                                                    Business Design
                                                    – In Design
                                                                                                            Automation - Ready for Review
                                               Status: Automation –
                                                Ready for Review
                                          No




                                                      Approved
    Roles: 1. Test Plan Originator 2. Test Plan Approver - IT
                                                       ?
             Test Plan
    Lead 3. Business Component Dev
         49 | QA Communications | February 2011
             Approver
                                      Yes
                                                 Status: Automation
4                                                    - Approved
Navigate Test Plan Tree: Access the right folder

                                           1. Click on the Test Plan icon in the column to the
                                              left to bring the Test Plan Tree into the
                                              foreground.
                                              •     Locate Functional Business Folder
                                                    (Functionality BB in the example)
                                              •     Additional folders can be added by your
                                                    test lead
                                           2. Click on a folder, then Tests can be created by
                                              clicking on this icon.




      50 | QA Communications | February 2011

 5
Create a Test Case
•   Test ID is automatically assigned by Quality Center.
•   Status - Imported (uploaded from an existing script) or Design (written directly in QC).
•   Approver - Automatic E-mail sent to Approver when Status updated to Ready for Review.
•   Test Name – Name of test
•   Type – Select Manual
•   Creation Date
•   Execution Priority - High, low, medium; prioritize execution for limited test windows
•   TCP Automation Priority – Not used
•   Designer - Author
•   Fields highlighted
    in red are mandatory
                                              iaac@iaac.us




            51 | QA Communications | February 2011

    5
Test Plan – Design Steps Tab
Step – Step number assigned by QC, Step column can be renumbered if steps are deleted, added, or rearranged

User Type – The type of account executing a section of test steps

T-Code – Used for R3 tests

Process Step – a category for a group of steps

Description – Detailed description of the test step

Data Input – Data entered or selected during execution of test step

Expected – Expected test result

Screen – Current application screen where test actions are executed

Tab – Specific tab of a screen where test actions are executed

*To link steps from another manual test choose the Called Test icon.




           52 | QA Communications | February 2011

  5
Test Plan – Create Design Steps
 Click on this icon      to create a new Step.
 Use the yellow arrow keys to move back and forth between Design Steps.
 Click on the OK button to return to Design Step Grid.




            53 | QA Communications | February 2011

   5
Requirement Details: Link Test to Requirements From
Test Plan Tree
 Select the Requirements Tab
 Click on the Test Plan Tree tab to bring it into the foreground.
 Highlight a Test. Click on the green arrow to move it into the list under Entity Name
  column.




        54 | QA Communications | February 2011

 5
Manual TCP Review Process
                          1.   All new test cases procedures (tcp) must be assigned Status “Manual Test
                               – In Design”
       “Manual
       Test In            2.   Approver must be selected from the dropdown menu.
       Design”
                          3.   Execution priority can stay blank

                          4.   Automation priority should be blank for now
Not
        Ready?            5.   Once test case is ready, status should change from “Manual Test- In
                               design” to “Manual Test- Ready for Review”
             Yes          6.   The Test plan Approver group reviews TCPs in Status: “Manual Test-
      “Manual                  Ready for Review” and inputs comments in the Comments field in ALM
      Test Ready               11.0 with name and date stamp
      for Review”
                          7.   During review meetings TCP comments for all “Manual Test- Ready for
                               Review” TCPs are reviewed and TCP concerns are discussed in detail.

                          8.   During review meetings the execution priority for TCPs are defined.

                          9.   The TCP is then moved to “Manual Test- Approved” or “Manual Test- In
                    Yes
      Comments?                design” status as per the review session and comments
                          • Fields highlighted in red are mandatory
             Not
                          –    ** TCP names should be in format “application name_test case
      “Manual                  name_version of requirement documents”.
      Test
      Approved”




             55 | QA Communications | February 2011

 5
Test Lab Module
Test Lab - Best Practices

       Responsible Tester should be selected while configuring Test Lab/Test Sets.

       Planned Execution Date should be selected while configuring Test Lab/Test Sets.

       Test Set Name should be as per defined standards.

       All tests pulled into a Test Lab/Test Set should be in “Manual Test - Approved” status

       Test Case Procedure marked as failed should have an associated defect.

       Scripts ready for execution will be marked No Run in the Status field.

       During Execution of a Test Set, the Actual Result field should be marked “As expected” if the test step passes
        and in case of any failures. actual results should be precisely mentioned so that the Defect Fixer can have a clear
        view of the scenario encountered at your end. Attach screen shot of the behavior if applicable.

       Mention the test data input at the time of execution if applicable, so that database can be checked if required. Test
        Data would refer to: folder name, Asset name, content ID, etc.

       Use Tester Comments field to pass along information between testers during hand-offs.

       Dynamic data generated should be entered in the Expected Result field for the next tester to retrieve.

       Each test set folder must be associated to the corresponding cycle/release .




             57 | QA Communications | February 2011

    5
Test Lab: Create a New Test Set
                                               • Click on the Test Lab icon in the
                                                 column to the left to bring the Test Lab
                                                 Tree into the foreground.
                                                       • Locate the desired folder
                                                       • Additional folders can be added
                                                         by your test lead
                                               • Click on a folder, then Tests Sets can be
                                                 created by clicking on New Test Set
                                                 icon




 • On the New Test Set pop-up, enter
   the Test Set Name and a brief
   Description. Click the OK button.




      58 | QA Communications | February 2011

5
Test Lab: Add TCPs to Test Set
 Click on Test Plan Tree tab to bring it into the foreground.
 Highlight a TCP. Click on the green arrow to move it to the list under the Execution
  Grid.




        59 | QA Communications | February 2011

 5
Assign Test Set Folders to Cycles
                                             1.   In the Test Sets tree, select the test set folder
                                                  that you want to assign to a cycle.
                                             2.   Click the Assign To Cycle button or choose
                                                  Test Sets > Assign To Cycle. Alternatively,
                                                  in the Details tab, click the browse button
                                                  next to the Assigned to cycle box. The
                                                  Assign To Cycle dialog box opens.
                                             3.   Expand the tree and select a cycle. Click OK to
                                                  close the Assign To Cycle dialog box. In the
                                                  test set tree, the test set folder icon
                                                  is replaced by the assigned test set folder icon




    60 | QA Communications | February 2011

6
Test Lab – Adding TCPs to Test Set

• After adding the TCP to Test Set fill in the Required Test Set fields: Client and Test
  Environment from the drop-down menus.




 • You may include several TCPs in a Test Set




        61 | QA Communications | February 2011

6
Run Tests & Record Results
1.  In Test Lab:
    • Select a folder.
    • EX: Unit folder (test cycle)
    • Select Test Set.
2. Select Test by highlighting that tab.
3. Click on the Run button to start a new run.




                                                 3.

                                                      2.
                                        1.




        62 | QA Communications | February 2011

6
4.   First Manual Runner window will open.
     Click on Begin Run button




            Update Status Results                    End Run after updating




            63 | QA Communications | February 2011

     6
If you have a Failed Step:                             STOP
Link Defects to Failed steps                           RUN!!

1.   Mark failed step:
                                               1.
         •   Click on Defect dropdown.
         •   Click on New Defect to log a
             new defect.
2.   Screen will open to New Defect
     module.                                           2.
         •   Log as usual.
3.   To link an existing defect:
         •   Click on Linked Defects
             option. A new window will
             open.                                          3.
         •   Click on Select option and
             the entire Defect list will
             appear.
         •   Select your Defect and click
             on Link.
4. Stop Run!!!
Window will close automatically and
you will return to the Execution Grid.




              64 | QA Communications | February 2011

     6
Test Run Execution Hand-Over Process: need
screen shot showing failed run
 1. Tester 1 will mark a test step
 • Tester 1 will Stop the run after completing this portion.
 2. Tester 1 will be taken back to main Execution Grid. The Test status will be: Not Completed or Failed
 3. Tester 1 will change the Responsible Tester field to Tester 2 (next tester to hand-off to) for the Test.

       •An auto E-mail will be sent to new Responsible
       Tester.




          65 | QA Communications | February 2011

  6
4.      Tester 2 will highlight the test
        script in Test Lab.
5.      Click on Run button on the
        menu bar: Continue Manual
        Run.
6.      Tester 2 will then be taken to
        the Manual Runner screen
        and continue with the normal
        run process.
7.      Tester 2 will stop the run after
        completion.
•       Manual Runner will close
        automatically and return to the
        Execution Grid.


    Note: If tester 1 needs to pass
    dynamic test data to tester 2,
    add the data to the “Actual” field
    in test step Run. Tester 2
    should refer to the previous/last
    executed step to retrieve any
    such information.



           66 | QA Communications | February 2011

6
Obtain Test Execution Report
1.       Select the Test Set

2.       From analysis, select Reports.

3.       From the menu select Current Test Set




           67 | QA Communications | February 2011

     6
Obtain Test Execution Report - Cont’d
4.   The report is displayed on the screen




5.   Click Save.




        68 | QA Communications | February 2011
Obtain Test Execution Report - Cont’d

5. Enter a Name for the report. Click Save.

6. The report will now display under Analysis View.

.




5.    Click 69 | QA Communications | February 2011
            on Save
Get Test Execution Report – Cont.d
 8. To add filter criteria, click on the Configuration tab and the Filter icon:




9.   Now it is available to be consulted under Dashboard module




            70 | QA Communications | February 2011
Get Test Execution Report – Cont’d
a.       Go to the Responsible Tester field
         and click on the button with 3 dots.

b.       On the Select Filter Condition
         screen, enter tester name >>click
         on binoculars to search>>choose.

c.       Click on OK, then again OK to
         close filters.

d.       Click on Apply to generate report.




              71 | QA Communications | February 2011

     7
9.   The test execution report is displayed by:
         • Tester
         • Ascending Planned Execution Date
10. To Print:
Click on the Print icon to print (**ALL PAGES).
You can also save the report to your desktop.
Repeat the process to change any filter criteria




              72 | QA Communications | February 2011

     7
Defects: ALM 11.0
Defects - Best Practices
       When logging a Defect, verify that similar defects do not already exist. If a similar defect does exist, link the Defect
        to the script.
       In case the defect matches one with status Closed, create a brand new defect.
       The Summary of the defect should be precise, unique, and should convey the defect baseline.
       Defect Description should include complete and comprehensive information about the Defect.
       Screen shots (if applicable) should be attached to the Defect.
       Defect should be correctly linked to the test step at which it is encountered, so that the Defect Fixer can go back to
        the Test Set and review the steps and duplicate the actual result.
       In case the Defect is to be fixed in the next cycle as per plan. The Target Release should be assigned to the new
        one and the Target Cycle should be assigned to the next Cycle.
       In case the Defect is related to another Defect already logged into the system; create a defect link between the two.
       In case of reassigning, reopening or cancellation of a Defect, Comments field must be entered suggesting the
        reason for the action.
       Assign all defects to Defect Reviewer for review followed by assignment to an IT Fixer.
       Once the Defect is fixed, the Defect Originator will rerun the tests from the Test Set.
       Before closing a Defect, a tester should go to Linked Entities and make sure that all test instances attached with
        the Defects have the status Passed. In case any tests are in a Failed Status, then the Defect should not be closed.
       Entering Comments by team members at the time of changing any Defect field is a good practice. To do this, click
        on the Add Comment button which generates a name/timestamp and add your comments.




             74 | QA Communications | February 2011

    7
ALM 11.0- Defect Workflow
                                             Transition Rules For Defect
                                             Current Status Field By Role

                                                 Defect Originator




                                                  Defect Reviewer




                                                      Defect Fixer




                                                     Defect Verifier




    75 | QA Communications | February 2011

7
Defects Grid
• Click on Defects icon at bottom of column on the left to bring Defect Grid into the foreground.
• Click on the New Defects button to open the New Defect screen.




                                                         Detected in Release – release number detected by default, can
                                                         be changed.
                                                         Detected in Cycle - cycle number detected by default, can be
                                                         changed.
                                                         Detected on Date – defaults to today’s date, can be changed
                                                         Detected By – defaults to logged in ALM 11.0 user, can be
                                                         changed
                                                         System – list of systems used for testing
                                                         Assigned To – user assigned for next defect work stage, must be
                                                         a Defect Reviewer for New defects
                                                         Severity – 4 levels of severity, Show Stopper to Low
                                                         Functional Area – functional area specific to the defect
                                                         Test Cycle – current cycle of testing
                                                         Current Status – defect status, relates to workflow
                                                         Reproducible – Yes, No, or Intermittent
                                                         Priority – 5 levels, Urgent to Low
                                                         Change Request Number (2 fields) – cross-reference for
                                                         Remedy Ticket Numbers
           76 | QA Communications | February 2011

   7
New Defects

• When a New defect is created, the first assignment
  must be an ALM 11.0 user with the assigned role of
  Defect Reviewer.
• Functionality is built into the Assigned To field to
  assist with your selection.
• Activate the drop-down list, and checkmark View by
  Group.
• Then click on Group: Defect Reviewer. Click to
  select from that list.


An automatic Defect E-mail is triggered
when Assigned To field is changed.




          77 | QA Communications | February 2011

  7
Modifying Defects

                                             • Click on a Defect in the
                                               Defect Grid to open up
                                               Defect Details screen.

                                             • To enter a Comment click
                                               on the Add Comment
                                               button to the right. This
                                               will add the logged in user
                                               name and a date.

                                             • If you are a Defect Fixer,
                                               remember to select Defect
                                               Type.

                                             • If you are closing a Defect,
                                               complete Closing Date
                                               field.




    78 | QA Communications | February 2011

7
Defects - Linked Entities

•   Click on Linked Entities icon in the column at the left.
•   Click on Defects tab to bring it to the foreground.
•   Click on this icon to open Link Existing Defect window.
•   Enter an existing Defect ID, and click on Link button.




        79 | QA Communications | February 2011

    7
Defects – Test Set Instance

• Click on Others tab to bring it to the foreground.
• This Defect information originated when the Defect was created during a
  manual test run.




      80 | QA Communications | February 2011

8
ALM 11.0 Logout
To exit ALM 11.0, click on the Logout button in the upper right.




      81 | QA Communications | February 2011

8
Reporting Functionality in ALM 11.0          - What’s
New




    82 | QA Communications | February 2011
Trademark Attribution

AMD, the AMD Arrow logo and combinations thereof are trademarks of Advanced Micro Devices, Inc. in the
United States and/or other jurisdictions. Other names used in this presentation are for identification
purposes only and may be trademarks of their respective owners.

©2009 Advanced Micro Devices, Inc. All rights reserved.


        83 | QA Communications | February 2011

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Alm 11.0 qa training

  • 1. HP ALM 11.0 TRAINING IT QA Training for AMD Test Leads and Testers April 2011 Advanced Micro Devices Inc. (AMD) Proprietary 2011. AMD is a trademark of Advanced Micro Devices. This document contains proprietary intellectual property of AMD and may not be copied, modified or otherwise duplicated, reproduced or changed without the express written permission of AMD.
  • 2. Objectives  Provide Training on key ALM 11.0 Features and Functionality based on Role  Demonstrate Installation  Show what has changed from QC 9.2 to ALM 11  Review the ALM 11.0 Environment, UI, Menus, Components, Screens  Demonstrate each module in ALM 11.0: Test Plan, Test Lab, Defects  Instruct on Best Practices to follow within each module 2 | QA Communications | February 2011
  • 3. Training Outline  Objectives  Getting Started  New Account Request  New Project Request  Installation Process  Pre-requisites: ALM 11.0  Installation Steps  Logging in and Setting Passwords  Changing Password  What has Changed  New Requirements Types and Workflow: Refer to RCoE Training  User Interface has changed  PMO Projects grouped by Business Domain  Releases Functionality: Program/Project Release Folder/Structure – 3 | QA Communications | February 2011
  • 4. Training Outline Cont’d  Reports Configuration has changed  New Features: Libraries and Baselines  Version Control  TFS Synchronization  Test Execution  Tester Roles & Responsibilities  Test Plan: Creating and Revising Scripts  Test Lab: Executing and recording results; linking defects  Defects  Logging and retesting defects * Also included in What has Changed Slide 4 | QA Communications | February 2011
  • 6. c ALM Client System Requirements Windows 7 32 bit (Recommended) Windows Vista (SP1) 32 bit Operating System Windows XP (SP3) 32 bit Notes: If you are integrating ALM with other HP testing tools, you must modify the DCOM permissions on your client machine. For more information, see _http://h20230._www2.hp.com/selfsolve/document/KM187 086. You can work with the ALM client using a remote desktop. Browser Microsoft Internet Explorer 7 or 8 Note: For customers who have restrictions on plug-ins in their browsers, such as ActiveX, ALM can be loaded in the HP ALM Explorer Add-in. For more information on downloading and installing the add-in, refer to the HP Application Lifecycle Management Installation Guide. 6 | QA Communications | February 2011
  • 7. Prerequisites: ALM 11.0 cont.d ALM Client System Requirements • Visual C++ 2005 SP1 ATL Security Update Prerequisites Redistributable • Microsoft .NET Framework 3.5 (SP1) • Microsoft Office 2007 (SP2) 7 | QA Communications | February 2011
  • 8. Installation Steps 1. You must log on to the browser as administrator. To do this, select Internet Explorer from the Start Menu, and right click to Run as Administrator. 2. Type in ALM 11 or http://ausalmp00:8080/qcbin in the address bar of your browser, Internet Explorer. 3. Log on to ALM 11.0. This is what you will see: 8 | QA Communications | February 2011
  • 9. 4. Click the Application Lifecycle Management link. 5. You will see the Security Warning shown below: “Do you want to install this software?” Click Install. 9 | QA Communications | February 2011
  • 10. 6. On the screen that displays, you will be prompted to install Microsoft Visual C++ 2005 SP1 Security Update. Note: Since this is a generic update, if the machine already had the C++ update installed by another windows or program update, this update will not be triggered. Then you will automatically be taken to Step 8 instead. If you chose the Install option, you will see the following screen while the Microsoft Visual C++ install is initiated. 10 | QA Communications | February 2011
  • 11. 7. Next, the Microsoft Download Center displays: 11 | QA Communications | February 2011
  • 12. 8. The file-download options display on the next screen (shown below). The default option will be that for X86 systems – third on the list: Click Download. 12 | QA Communications | February 2011
  • 13. 9. Click Run on the standard Security warning that displays next: 13 | QA Communications | February 2011
  • 14. 10. You may see a second warning with a similar message once you click Run the first time. Click Run again. 14 | QA Communications | February 2011
  • 15. •Click Yes on the window that pops up, to allow the program to make necessary changes to your computer. 11. Click Yes, on the screen that displays to accept the License Agreement 15 | QA Communications | February 2011
  • 16. 12. Click Yes on the window that pops up, subsequently to allow the program to make necessary changes to your computer. 16 | QA Communications | February 2011
  • 17. 13. You will see the following screen while Windows configures the Microsoft C++ Redistributable: 17 | QA Communications | February 2011
  • 18. 14. The following screen will display as ALM 11.0 loads: 18 | QA Communications | February 2011
  • 19.  You are now ready to log in, authenticate, and access your project.  Note: Please let all the components run before logging off. 19 | QA Communications | February 2011
  • 20. Logging in and Setting Passwords  In your browser window, type in ALM 11 or – http://ausalmp00:8080/qcbin/  you may try the alternate link – http://ausalmp00.amd.com:8080/qcbin/start_a.htm  On the first screen that displays, click on the Application Lifecycle Management link. 20 | QA Communications | February 2011
  • 21. ALM 11.0 Login Screen 1. Enter your ALM 11.0 User Name and Password, then select Authenticate • Your new User Name is the same as your NT ID. Example: jsmith • Your new Password is the same as your User Name. • User Name and Password are all lower case characters. • If you’re new to ALM 11.0, please change your Password once you successfully log in. 2. Enter the Domain and Project, and click the Login button • Domain is: AMD_QA • Project is: Current Project Notes: •Admin Rights on your workstations are required. •Listing the ALM 11.0 URL as a trusted site in IE is also recommended. •The first time you launch ALM 11.0 you will see horizontal progress bars as your workstation is being configured for ALM 21 | QA Communications | February 2011
  • 22. Changing Password • Please keep your passwords private, and do not share. • On the ALM 11.0 home page, click on the Forgot Password link. • If logged in, click on Tools -> Customize - >User Properties -> Click on Change Password tab. • On Change Password pop-up enter old password, new password twice, and click OK button. • Click Save, then click on Return button. 22 | QA Communications | February 2011
  • 23. What has Changed: ALM 11.0
  • 24. What has changed from QC 9.2  New Requirements Types and Workflow – Specific Functionality is implemented as per the RCoE Training  Changed User Interface: The Dashboard has a new look and feel  PMO Projects are now grouped by business domain – 10 business domains with Programs - >Projects under the business domains  Releases functionality: Modified QC project creation strategy. We will create 10 ALM 11.0 projects based on business domains. Each domain will have multiple PMO projects. 24 | QA Communications | February 2011
  • 25. What has changed from QC 9.2  New Features: Libraries, Baselines New Features and Best Practices to be rolled out in 2011.  Reporting Configuration Changes: There is a new method for changing parameters when configuring a report. A graph wizard may be used to configure standard reports.  Version Control (Test Plan, Requirements, Components section) - > With the new Version Control it is necessary to check- out – check-in to prevent locking files  TFS Synchronization: New fields have been added when creating requirements and logging defects, to enable synchronization  The EDW/SAP flag is a key part of synchronization. It is also used to display custom information for SAP and EDW. 25 | QA Communications | February 2011
  • 26. ALM 11.0: User Interface - > Menus ALM 11.0’s Navigation structure includes these major menus with modules under them: * The Menu items in bold indicate implemented functionality. Menu Functionality Dashboard Menu Analysis (Reporting) Management Menu: Releases, Libraries Requirements Menu Requirements Testing Menu Test Plan, Test Lab Defects Menu 26 | QA Communications | February 2011
  • 27. ALM 11.0: Modules  ALM 11.0’s structure includes these major modules:  Dashboard: Analysis View - To access reporting functionality  Releases – Tool to manage the Release Life Cycle  Libraries - Tool to manage a set of entities in a project and the relationships between them  Requirements – A repository for requirements  Business Models  Business Components – Used by IT QA Automation Team to create business components (details not covered in this document)  Test Plan – A repository for manual and automated tests (Library of scripts)  Test Lab –Tool for scheduling and executing manual or automated tests (Record Test Run results)  Defects– Defect management and tracking tool (log defects) Sections to be used: Test Lab and Defects Standard icons : ALM 11.0 Toolbar 27 | QA Communications | February 2011 2
  • 28. Business Domains – Why by Business Domains  Projects will be created under Business Domains. Project fields will be dependent on which Business Domain the project is mapped to. You will see in ALM 11.0 fields for defects and requirements to select the pmo project and application from a predefined list. This selection determines implications of synchronization and other potential customizations  Support alignment of the different systems – Troux (Business Domains and Application Lists by Domain) – HP Application Lifecycle Management (ALM 11.0) – Team Foundation Server (TFS 2010) – Project Resource Cost Table (PRCT)  Support the synchronization hooks between ALM and TFS  Balances the needs for reporting and the management of project, requirements, testing, and development.  Agreed upon by the PMO, RCOE, QA, and Dev. 28 | QA Communications | February 2011
  • 29. Business Domains - List Global Corporate Information Finance Operations Services Technology Engineering PG Manufacturing Marketing Sales Engineering Supply Chain TG Management Engineering 29 | QA Communications | February 2011
  • 30. Business Domains – what does this mean to you  All project requirements in HP ALM will be in a single business domain to support requirements management, UAT testing, and reporting. However, your project will be a sub-folder within a business domain.  In Troux, applications are aligned to business domains. Thus, in order for us to manage requirements affecting an application in different business domains, we require functional requirements to have an application assignment. – The application assignment is made during the hand-off to Dev. Dev will be responsible for identifying the application. Business Analysts are responsible for updating the requirements in ALM with the application name and in some cases, splitting the requirements so there is a single functional requirement to application.  All requirements will require a PMO Project and if needed, the TFS Sync flag or SAP/EDW flag. 30 | QA Communications | February 2011
  • 31. Program/project release structure - folder B C A D E 31 | QA Communications | February 2011
  • 32. Program/project release structure - release B A 32 | QA Communications | February 2011
  • 33. Program/Project release structures Key User interface elements UI Element Icon HP ALM Definition AMD Application Release Folder A folder for organizing releases. AMD uses folders to organize releases. Nesting of release folders are used when a Release does not represent a go-live distribution of changes. (e.g. Multiple iterations before a go-live implementation) Release A release represents a group of AMD expands the use of releases to changes in one or more applications include a group of changes that may that will be available for distribution not be distributed. at the same time. Each release can contain a number of cycles. Reschedule Opens the Reschedule dialog box, No change enabling you to reschedule the start and end date of a release, cycle, or milestone Cycle A cycle is a set of development and AMD’s QA organization uses cycles quality assurance efforts performed to represent the different stages of to achieve a common goal based on testing. (e.g. SIT, UAT). The QA the release timeline. Analyst will create and assign the cycles. Delete Deletes selected release folders, AMD does not allow for deletion releases, or cycles. Deleting a folder exception by HP ALM Administrators. also deletes its releases and cycles. Deleting a release also deletes its cycles. 33 | QA Communications Deleting a release folder, Note: | February 2011 release, or cycle also unassigns the associated requirements, test set
  • 34. Libraries and Baselines Libraries - A library represents a set of entities in a project and the relationships between them. The entities in a library can include requirements, tests, test resources, and business components. Baseline - A baseline is a snapshot of the library at a specific point in time. You can compare baselines at all stages of the application development lifecycle. Why Use Libraries and Baselines Viewing baseline history enables you to track changes made to individual entities in your library over time. As development continues, you can view and compare all versions of an entity that are stored in a baseline. At AMD, we are leveraging the baselining capabilities to take a snapshot of the requirements at each Phase Exit and after a Project Change Request is approved and the requirements have been updated. You can also import a library. Importing a library enables you to reuse and share an existing set of entities. As development continues, you can compare and synchronize libraries. 34 | QA Communications | February 2011
  • 35. Create a Library and a Baseline 1. From the Management module on the ALM sidebar, select Libraries. 2. In Libraries root folder, create your project’s folder by click on the Create Folder button . Creating your project folder is important because there may be other projects using the ALM project container. 3. Name your folder with your Project Number and Project Name (e.g. Project 123 Sales Enhancement) and click OK. 4. Select your project folder and click on the Create Library icon to create a library. 5. Name your library as Requirements. 6. If needed, Select Content from the sidebar. Click on your project folder. It is suggested that you select all requirements for your baseline. It may be necessary to filter the view by Targeted Release before you check the requirements. You can do the same with test cases. 35 | QA Communications | February 2011
  • 36. Configuring Reports Reporting Configuration is different in ALM 11.0, from QC 9.2: This section describes how to: • Add a new graph • Apply a new filter to existing graph 36 | QA Communications | February 2011
  • 37. Create a New graph in ALM 11.0  ALM 11.0 has introduced a new module dedicated to store and manage user reports and graphs – There can be Private or Public entities – The procedure to create a new graph is the same for both 37 | QA Communications | February 2011 3
  • 38. Create a New graph in ALM 11.0 1. Choose the folder for your graph and click on the 1 2. Select the type 2 of output (In this case a New Graph) 38 | QA Communications | February 2011 3
  • 39. Create a New graph in ALM 11.0 2. Select the Entity that you want to graph 3. Select the Graph Type. 4. Enter the new Graph Name. 3 4 5 39 | QA Communications | February 2011
  • 40. Create a New graph in ALM 11.0 5. Once the new graph is created, click on the View Tab to access the report: 6 40 | QA Communications | February 2011
  • 41. Applying Filters to a New Graph 1. Select your graph and click on the View tab 2. Modify general graph parameters 3. Click on for data specific filters 1 2 3 41 | QA Communications | February 2011
  • 42. Applying Filters to a New Graph 4. Select your criteria from the filter screen, using the Filter tab, click OK. 5. Choose Create Filter, select settings. Click OK: 42 | QA Communications | February 2011
  • 43. Applying Filters to a New Graph 6. Click on the View tab to access the filtered graph 43 | QA Communications | February 2011
  • 45. Tester Roles & Responsibilities by Module • The three main modules that a Tester will interact with are: 1. Test Plan 2. Test Lab 3. Defects Module Roles by module Test Plan • Creating test scripts • Reviewing and updating existing test scripts Test Lab • Executing tests and documenting test results • Adding and modifying test sets in Test Lab • Reviewing and updating existing test scripts in Test Lab Defects • Logging defects • Retesting after defect resolution 45 | QA Communications | February 2011 4
  • 46. Tester Responsibilities Tester Responsibilities • Create TCP • Executing tests and documenting test results • Logging defects • Retesting after defect resolution Tester Permissions  Approver  Originator  Business Components Manager 46 | QA Communications | February 2011
  • 48. Test Plan – Best Practices  The Application folder may have subfolders with folder names to help identify sub-groups.  Tests should be included under the associated application/module folder.  Script naming conventions should be consistent:  The prefix BUS should be used to differentiate between IT scripts and Business scripts (additions or revised copies). EX: BUS_HCM-IT-077  The Test Name should be short and should deliver the objective of the test to some extent.  Duplicate Tests should not be generated.  Tests should be marked as Ready for Review only after all the steps are verified and no more changes are to be made.  Design Step Description should be precise so that the test executor does not face any issues while executing even if he is not trained on the application or has not read the process definition.  Expected Results must be included in each step if applicable.  Mock ups, screen shots, or other documents which carry information that is needed for running the test should be attached to the test.  Tests should be be generic so that they can be resued. For instance, homepage look and feel needs to be tested for all environments then the URL mentioned in test should be: http://(server).amd.com  Mention any pre-conditions/post-conditions if applicable in the Description field in a highlighted format.  Enter test execution priority before sending for approvals.  Test Case Procedure should be approved before the run  Manual Test Case Procedure Review Process should be followed. 48 | QA Communications | February 2011 4
  • 49. Test Plan Workflow Status: Manual Test Script is entered directly into Test – In Design QC (Manual or Imported from MS- Word or MS-Excel) Test Plan Originator Status: Manual Test - Ready for Review Transition Rules For Test Plan Status Transition Role For Test Plan Status Field By Rules Field By Role Approved No Test Plan Originator Status:Manual ? Test – In Design Test Plan Approver From To Yes Status: Manual Test PlanTest - In Design Manual Originator Manual Test - Ready for Review Test - Approved Test Plan Approver No Need From To Automation ? Manual Test - Ready for Review Manual Test - In Design Test Plan Approver Review Manual Test - Ready for Manual Test - Approved No Yes Manual Test - Approved Ready for Automation Status: Ready for Automation - Ready for Review Automation - In Design Automation Automation - Ready for Review Automation - Approved Automation - Approved Manual Test - In Design Fit for Business Component Dev Automation ? Business Component Dev From To Yes Ready for Automation Manual Test - Approved Status: Automation Ready for Automation Automation - In Design Automation - In Component Dev Business Design – In Design Automation - Ready for Review Status: Automation – Ready for Review No Approved Roles: 1. Test Plan Originator 2. Test Plan Approver - IT ? Test Plan Lead 3. Business Component Dev 49 | QA Communications | February 2011 Approver Yes Status: Automation 4 - Approved
  • 50. Navigate Test Plan Tree: Access the right folder 1. Click on the Test Plan icon in the column to the left to bring the Test Plan Tree into the foreground. • Locate Functional Business Folder (Functionality BB in the example) • Additional folders can be added by your test lead 2. Click on a folder, then Tests can be created by clicking on this icon. 50 | QA Communications | February 2011 5
  • 51. Create a Test Case • Test ID is automatically assigned by Quality Center. • Status - Imported (uploaded from an existing script) or Design (written directly in QC). • Approver - Automatic E-mail sent to Approver when Status updated to Ready for Review. • Test Name – Name of test • Type – Select Manual • Creation Date • Execution Priority - High, low, medium; prioritize execution for limited test windows • TCP Automation Priority – Not used • Designer - Author • Fields highlighted in red are mandatory iaac@iaac.us 51 | QA Communications | February 2011 5
  • 52. Test Plan – Design Steps Tab Step – Step number assigned by QC, Step column can be renumbered if steps are deleted, added, or rearranged User Type – The type of account executing a section of test steps T-Code – Used for R3 tests Process Step – a category for a group of steps Description – Detailed description of the test step Data Input – Data entered or selected during execution of test step Expected – Expected test result Screen – Current application screen where test actions are executed Tab – Specific tab of a screen where test actions are executed *To link steps from another manual test choose the Called Test icon. 52 | QA Communications | February 2011 5
  • 53. Test Plan – Create Design Steps  Click on this icon to create a new Step.  Use the yellow arrow keys to move back and forth between Design Steps.  Click on the OK button to return to Design Step Grid. 53 | QA Communications | February 2011 5
  • 54. Requirement Details: Link Test to Requirements From Test Plan Tree  Select the Requirements Tab  Click on the Test Plan Tree tab to bring it into the foreground.  Highlight a Test. Click on the green arrow to move it into the list under Entity Name column. 54 | QA Communications | February 2011 5
  • 55. Manual TCP Review Process 1. All new test cases procedures (tcp) must be assigned Status “Manual Test – In Design” “Manual Test In 2. Approver must be selected from the dropdown menu. Design” 3. Execution priority can stay blank 4. Automation priority should be blank for now Not Ready? 5. Once test case is ready, status should change from “Manual Test- In design” to “Manual Test- Ready for Review” Yes 6. The Test plan Approver group reviews TCPs in Status: “Manual Test- “Manual Ready for Review” and inputs comments in the Comments field in ALM Test Ready 11.0 with name and date stamp for Review” 7. During review meetings TCP comments for all “Manual Test- Ready for Review” TCPs are reviewed and TCP concerns are discussed in detail. 8. During review meetings the execution priority for TCPs are defined. 9. The TCP is then moved to “Manual Test- Approved” or “Manual Test- In Yes Comments? design” status as per the review session and comments • Fields highlighted in red are mandatory Not – ** TCP names should be in format “application name_test case “Manual name_version of requirement documents”. Test Approved” 55 | QA Communications | February 2011 5
  • 57. Test Lab - Best Practices  Responsible Tester should be selected while configuring Test Lab/Test Sets.  Planned Execution Date should be selected while configuring Test Lab/Test Sets.  Test Set Name should be as per defined standards.  All tests pulled into a Test Lab/Test Set should be in “Manual Test - Approved” status  Test Case Procedure marked as failed should have an associated defect.  Scripts ready for execution will be marked No Run in the Status field.  During Execution of a Test Set, the Actual Result field should be marked “As expected” if the test step passes and in case of any failures. actual results should be precisely mentioned so that the Defect Fixer can have a clear view of the scenario encountered at your end. Attach screen shot of the behavior if applicable.  Mention the test data input at the time of execution if applicable, so that database can be checked if required. Test Data would refer to: folder name, Asset name, content ID, etc.  Use Tester Comments field to pass along information between testers during hand-offs.  Dynamic data generated should be entered in the Expected Result field for the next tester to retrieve.  Each test set folder must be associated to the corresponding cycle/release . 57 | QA Communications | February 2011 5
  • 58. Test Lab: Create a New Test Set • Click on the Test Lab icon in the column to the left to bring the Test Lab Tree into the foreground. • Locate the desired folder • Additional folders can be added by your test lead • Click on a folder, then Tests Sets can be created by clicking on New Test Set icon • On the New Test Set pop-up, enter the Test Set Name and a brief Description. Click the OK button. 58 | QA Communications | February 2011 5
  • 59. Test Lab: Add TCPs to Test Set  Click on Test Plan Tree tab to bring it into the foreground.  Highlight a TCP. Click on the green arrow to move it to the list under the Execution Grid. 59 | QA Communications | February 2011 5
  • 60. Assign Test Set Folders to Cycles 1. In the Test Sets tree, select the test set folder that you want to assign to a cycle. 2. Click the Assign To Cycle button or choose Test Sets > Assign To Cycle. Alternatively, in the Details tab, click the browse button next to the Assigned to cycle box. The Assign To Cycle dialog box opens. 3. Expand the tree and select a cycle. Click OK to close the Assign To Cycle dialog box. In the test set tree, the test set folder icon is replaced by the assigned test set folder icon 60 | QA Communications | February 2011 6
  • 61. Test Lab – Adding TCPs to Test Set • After adding the TCP to Test Set fill in the Required Test Set fields: Client and Test Environment from the drop-down menus. • You may include several TCPs in a Test Set 61 | QA Communications | February 2011 6
  • 62. Run Tests & Record Results 1. In Test Lab: • Select a folder. • EX: Unit folder (test cycle) • Select Test Set. 2. Select Test by highlighting that tab. 3. Click on the Run button to start a new run. 3. 2. 1. 62 | QA Communications | February 2011 6
  • 63. 4. First Manual Runner window will open. Click on Begin Run button Update Status Results End Run after updating 63 | QA Communications | February 2011 6
  • 64. If you have a Failed Step: STOP Link Defects to Failed steps RUN!! 1. Mark failed step: 1. • Click on Defect dropdown. • Click on New Defect to log a new defect. 2. Screen will open to New Defect module. 2. • Log as usual. 3. To link an existing defect: • Click on Linked Defects option. A new window will open. 3. • Click on Select option and the entire Defect list will appear. • Select your Defect and click on Link. 4. Stop Run!!! Window will close automatically and you will return to the Execution Grid. 64 | QA Communications | February 2011 6
  • 65. Test Run Execution Hand-Over Process: need screen shot showing failed run 1. Tester 1 will mark a test step • Tester 1 will Stop the run after completing this portion. 2. Tester 1 will be taken back to main Execution Grid. The Test status will be: Not Completed or Failed 3. Tester 1 will change the Responsible Tester field to Tester 2 (next tester to hand-off to) for the Test. •An auto E-mail will be sent to new Responsible Tester. 65 | QA Communications | February 2011 6
  • 66. 4. Tester 2 will highlight the test script in Test Lab. 5. Click on Run button on the menu bar: Continue Manual Run. 6. Tester 2 will then be taken to the Manual Runner screen and continue with the normal run process. 7. Tester 2 will stop the run after completion. • Manual Runner will close automatically and return to the Execution Grid. Note: If tester 1 needs to pass dynamic test data to tester 2, add the data to the “Actual” field in test step Run. Tester 2 should refer to the previous/last executed step to retrieve any such information. 66 | QA Communications | February 2011 6
  • 67. Obtain Test Execution Report 1. Select the Test Set 2. From analysis, select Reports. 3. From the menu select Current Test Set 67 | QA Communications | February 2011 6
  • 68. Obtain Test Execution Report - Cont’d 4. The report is displayed on the screen 5. Click Save. 68 | QA Communications | February 2011
  • 69. Obtain Test Execution Report - Cont’d 5. Enter a Name for the report. Click Save. 6. The report will now display under Analysis View. . 5. Click 69 | QA Communications | February 2011 on Save
  • 70. Get Test Execution Report – Cont.d 8. To add filter criteria, click on the Configuration tab and the Filter icon: 9. Now it is available to be consulted under Dashboard module 70 | QA Communications | February 2011
  • 71. Get Test Execution Report – Cont’d a. Go to the Responsible Tester field and click on the button with 3 dots. b. On the Select Filter Condition screen, enter tester name >>click on binoculars to search>>choose. c. Click on OK, then again OK to close filters. d. Click on Apply to generate report. 71 | QA Communications | February 2011 7
  • 72. 9. The test execution report is displayed by: • Tester • Ascending Planned Execution Date 10. To Print: Click on the Print icon to print (**ALL PAGES). You can also save the report to your desktop. Repeat the process to change any filter criteria 72 | QA Communications | February 2011 7
  • 74. Defects - Best Practices  When logging a Defect, verify that similar defects do not already exist. If a similar defect does exist, link the Defect to the script.  In case the defect matches one with status Closed, create a brand new defect.  The Summary of the defect should be precise, unique, and should convey the defect baseline.  Defect Description should include complete and comprehensive information about the Defect.  Screen shots (if applicable) should be attached to the Defect.  Defect should be correctly linked to the test step at which it is encountered, so that the Defect Fixer can go back to the Test Set and review the steps and duplicate the actual result.  In case the Defect is to be fixed in the next cycle as per plan. The Target Release should be assigned to the new one and the Target Cycle should be assigned to the next Cycle.  In case the Defect is related to another Defect already logged into the system; create a defect link between the two.  In case of reassigning, reopening or cancellation of a Defect, Comments field must be entered suggesting the reason for the action.  Assign all defects to Defect Reviewer for review followed by assignment to an IT Fixer.  Once the Defect is fixed, the Defect Originator will rerun the tests from the Test Set.  Before closing a Defect, a tester should go to Linked Entities and make sure that all test instances attached with the Defects have the status Passed. In case any tests are in a Failed Status, then the Defect should not be closed.  Entering Comments by team members at the time of changing any Defect field is a good practice. To do this, click on the Add Comment button which generates a name/timestamp and add your comments. 74 | QA Communications | February 2011 7
  • 75. ALM 11.0- Defect Workflow Transition Rules For Defect Current Status Field By Role Defect Originator Defect Reviewer Defect Fixer Defect Verifier 75 | QA Communications | February 2011 7
  • 76. Defects Grid • Click on Defects icon at bottom of column on the left to bring Defect Grid into the foreground. • Click on the New Defects button to open the New Defect screen. Detected in Release – release number detected by default, can be changed. Detected in Cycle - cycle number detected by default, can be changed. Detected on Date – defaults to today’s date, can be changed Detected By – defaults to logged in ALM 11.0 user, can be changed System – list of systems used for testing Assigned To – user assigned for next defect work stage, must be a Defect Reviewer for New defects Severity – 4 levels of severity, Show Stopper to Low Functional Area – functional area specific to the defect Test Cycle – current cycle of testing Current Status – defect status, relates to workflow Reproducible – Yes, No, or Intermittent Priority – 5 levels, Urgent to Low Change Request Number (2 fields) – cross-reference for Remedy Ticket Numbers 76 | QA Communications | February 2011 7
  • 77. New Defects • When a New defect is created, the first assignment must be an ALM 11.0 user with the assigned role of Defect Reviewer. • Functionality is built into the Assigned To field to assist with your selection. • Activate the drop-down list, and checkmark View by Group. • Then click on Group: Defect Reviewer. Click to select from that list. An automatic Defect E-mail is triggered when Assigned To field is changed. 77 | QA Communications | February 2011 7
  • 78. Modifying Defects • Click on a Defect in the Defect Grid to open up Defect Details screen. • To enter a Comment click on the Add Comment button to the right. This will add the logged in user name and a date. • If you are a Defect Fixer, remember to select Defect Type. • If you are closing a Defect, complete Closing Date field. 78 | QA Communications | February 2011 7
  • 79. Defects - Linked Entities • Click on Linked Entities icon in the column at the left. • Click on Defects tab to bring it to the foreground. • Click on this icon to open Link Existing Defect window. • Enter an existing Defect ID, and click on Link button. 79 | QA Communications | February 2011 7
  • 80. Defects – Test Set Instance • Click on Others tab to bring it to the foreground. • This Defect information originated when the Defect was created during a manual test run. 80 | QA Communications | February 2011 8
  • 81. ALM 11.0 Logout To exit ALM 11.0, click on the Logout button in the upper right. 81 | QA Communications | February 2011 8
  • 82. Reporting Functionality in ALM 11.0 - What’s New 82 | QA Communications | February 2011
  • 83. Trademark Attribution AMD, the AMD Arrow logo and combinations thereof are trademarks of Advanced Micro Devices, Inc. in the United States and/or other jurisdictions. Other names used in this presentation are for identification purposes only and may be trademarks of their respective owners. ©2009 Advanced Micro Devices, Inc. All rights reserved. 83 | QA Communications | February 2011

Notes de l'éditeur

  1. Requirements Management Benefit:Requirement traceability since out of the box, traceability is not possible across different domains (Containers)Requirements don’t need to be duplicatedUAT test cases don’t have to be duplicatedDevelopersCan see and manage all requirements for an applicationCan see and manage all requirements for a project
  2. A: In the ALM Sidebar, you have several modules. Circle displays the Releases and Libraries within the Management module.B: This is the Dashboard module. The module allows you to analyze ALM data by creating graphs, standard reports, and Excel reports. You can also create dashboard pages that display multiple graphs side-by-side. We will be exploring this area further as we mature our use of ALM 11.0.C: Menus and buttons relating to the module selected.D: Release treeE: Details for the folder, release, and cycle selected. We are not using attachments at this time.
  3. A: These are the details for a particular release. Note that the Name, Start Date, and End are required. The Release ID is automatically assigned. It also displays how many requirements have been assigned to the release.B: There are several other tabs available. We are not utilizing these tabs at this time.