Integrating CaliberRM with Mercury TestDirector

Transcription

1 Integrating CaliberRM with Mercury TestDirector A Borland White Paper By Jenny Rogers, CaliberRM Technical Writer January 2002

2 Contents Introduction... 3 Setting Up the Integration... 3 Enabling the Integration at the CaliberRM Server Level... 3 Configuring the TestDirector Environment... 4 Enabling the Integration in CaliberRM... 5 Server Level Enable... 5 Project Level Enable... 6 Using the TestDirector Integration... 7 Linking Requirements to TestDirector Objects... 7 Viewing TestDirector Traces on the Matrix... 8 Using TestDirector Objects in Document Factory... 9 Test Wizard

3 Introduction CaliberRM allows requirements to trace to the following TestDirector objects: Test sets that are groups of tests within TestDirector. CaliberRM shows the results of the last execution of a test set on the Traceability tab. Tests that are in Folders. You can show traces while Tests are still in design and not ready to be placed in a Test Set. Tests that can only be executed as a member of a test set. CaliberRM displays the results of the last execution of the test from within any of the test sets for which it is a member. Test Steps that are defined within a test. When a CaliberRM requirement traces to a test step, the status is that of the last execution of the step. Setting Up the Integration In Framework Administrator, the TestDirector integration must be enabled or disabled at the server level and at the project level. There are three steps involved in configuring the TestDirector integration. Each is described in detail in the following sections. 1. Enabling the integration at the CaliberRM server level. 2. Configuring the TestDirector environment. 3. Enabling the integration in CaliberRM at the project level. Enabling the Integration at the CaliberRM Server Level To enable the CaliberRM server: 1. Select Start > Settings > Control Panel from the Windows Start menu. 2. Select CaliberRM Server. The CaliberRM Server Settings dialog box is displayed. 3. Select the Integrations tab. 4. In the TestDirector section, select the Enabled check box. 3

4 5. Select the version of TestDirector you are using. 6. Click OK. 7. Select Start > Settings > Control Panel for the Windows Start menu. 8. Select Services. 9. From the Service list, select SQM Monitor. 10. Click Stop. A message is displayed, verifying that you want to stop SQM Monitor service. 11. Click Yes to continue. The SQM Monitor Service stops. 12. When complete, click Start. The SQM Monitor Service restarts. 13. Close the window and the Control Panel. Configuring the TestDirector Environment The steps to configuring the TestDirector environment may vary, depending on the version of TestDirector you have. This document details how to configure versions of 7.i. Please consult your TestDirector documentation or your TestDirector administrator for detailed information on configuring other versions. Before you configure the TestDirector environment, you need to install the TestDirector client on the CaliberRM server machine. To install the TestDirector client: 1. Using a web browser, enter where host is your TestDirector server name. The TestDirector General Access screen is displayed. 2. Select TestDirector. The client is automatically installed and the Login page is displayed. To configure TestDirector to integrate with CaliberRM: 1. On the Login page, select Add-Ins Page. 2. Select TestDirector Connectivity. 3. Read the information and select Download Add-in. The File Download dialog box is displayed. 4. Click Open. The files are installed. 4

5 Note: If you use a database other than Access, you may need to install additional components on thetestdirector server to allow communication with the database (see your TestDirector documentation for more information). Warning! Migrating Your TestDirector Database to another Server Using The TestDirector Export/Import Changes The TD Object IDs And Invalidates Requirementto- Test Object Trace Relationships. Please Contact CaliberRM Technical Support For Information On How To Minimize The Impact Of Moving Your Database. Enabling the Integration in CaliberRM In Framework Administrator, the TestDirector integration must be enabled or disabled at the server level and at the project level. The configuration properties are applied to all CaliberRM projects. Server Level Enable To enable or disable the TestDirector integration at the server level: 5. Log on to the Framework Administrator. 6. Select File > Admin > TestDirector Configuration. The TestDirector Configuration dialog box is displayed as shown on the following page. 5

6 7. Specify the TD API server by entering its network host name. 8. Click Reconnect to connect to the named TestDirector server. 9. A list of available TestDirector projects is displayed. 10. Select the TestDirector project you want to integrate. 11. For the selected project, enter the TestDirector user name and password that provides all CaliberRM users access to the project. 12. Repeat steps 4 and 5 until all TestDirector projects that you want to integrate with CaliberRM are selected. TestDirector projects enabled here are available to all CaliberRM projects in the database. 13. Click OK. The configuration is stored in the SQM Database. Note: When TestDirector is disconnected from CaliberRM, you must re-enter the host name and click the Reconnect button to restore the configuration information. Project Level Enable To enable or disable the TestDirector integration at the project level: 1. Click the Projects button, or select View > Projects from the menu. 2. Select the project for which you want to enable TestDirector. 3. Select the External Traceability tab. 4. Select TestDirector Tests from the Disabled Integration(s) list, and click the Move Left button. 6

7 5. To save the information, select File > Save Changes from the menu, or click the Save button. To cancel the changes, select Edit > Cancel Changes from the menu, or click the Cancel Changes button. Using the TestDirector Integration Linking Requirements to TestDirector Objects To create a traceability link to a TestDirector object: 1. Select the requirement for which you want to create a trace. 2. Click the Traceability tab. 3. Click the Modify button. The Traceability Modification window opens. 4. Select the TestDirector Tests tab. The Project drop-down box on the toolbar is enabled and allows you to select a TestDirector project from the list of available projects as configured by your framework administrator. The window opens with the last project used set as the current one. 5. Select a TestDirector project. CaliberRM connects to the TestDirector project, and the TestDirector Tests tab is displayed. Click Sets to see TestDirector test execution information. Note: Depending upon the size of the TestDirector database, it may take several minutes for CaliberRM to pull up and display the data. 6. Select the TestDirector object you want to trace to. 7. Select Trace > Trace To from the menu, or click the Trace To button. 8. Repeat steps 6 and 7 to create any other traces as needed. 9. Click the Save button to save the traces, or click the Cancel Changes button to cancel the traces. 10. Close the Traceability Modification window to return to the Traceability tab. The TestDirector traces are displayed with the TestDirector status. 11. If the Comment dialog box is displayed, enter a comment about the change and click OK. The following information about a linked TestDirector object is listed on the Traceability tab: The object s file type icon Traces To: the object s name 7

8 Tag/ID: the type of TestDirector object Status: pass/fail status Project: the TestDirector project name If TestDirector becomes disabled for your project, or the TestDirector server becomes disconnected, existing TestDirector traces appear disabled. You can double-click a TestDirector object in the Traceability tab or the Modify Trace window to see the Test Details dialog box. Viewing TestDirector Traces on the Matrix In addition to the Traceability tab, you can view TestDirector traces in the matrix. To see TestDirector traces you must filter the matrix. You can configure the matrix to have requirement information in the rows and TestDirector information in the columns or vice versa. To view TestDirector objects on the Traceability Matrix: 1. Open the Traceability Matrix by selecting Tools > Traceability Matrix, or click the Traceability Matrix button. The Traceability Matrix window opens and displays the last viewed matrix. 2. Select View > Filter from the menu, or click the Filter button. The Traceability Filter window opens to the CaliberRM Projects tab. 3. Click the TestDirector tab to set up the TestDirector objects. 4. Select the TestDirector project that will appear in the rows or columns. 5. Select the TestDirector object types that will appear in the rows or columns. 6. The items you select are listed are listed in the Rows Filter and Columns Filter areas at the bottom of the Traceability Filter dialog box. These are the items that will appear in the matrix. 7. Click OK and the TestDirector filtered view is displayed. For more information on the Traceability Matrix, see Chapter 16: Traceability in the CaliberRM User s Guide. 8

9 You can also view TestDirector objects in the Traceability Diagram. For more information on the Traceability Diagram, see Chapter 16: Traceability in the CaliberRM User s Guide. Using TestDirector Objects in Document Factory You can also include TestDirector trace information in a document generated by Document Factory. For more information, see Chapter 22: Document Factory in the CaliberRM User s Guide. Test Wizard The Test Wizard allows you to create tests for any requirement. This provides an easy way to create tests from all of your requirements by automating the process of creating tests in TestDirector. Note: Before you can create tests using the Test Wizard in CaliberRM, the integration with TestDirector must be enabled by your CaliberRM administrator. To select the requirements for which you want to create tests: 1. Select Tools > Test Wizard from the menu. The Select Requirements to Test screen is displayed. 2. Select the requirements you want to test. Note: If you select a parent requirement, all child requirements are automatically selected. Clear the child requirements you do not want to test. 3. Click Next. The Select The Components For The Test Name is displayed. 4. Select the options for your Test Name. Note: Requirement Name is the default. Prefix - adds your choice of prefix for the requirement to the test name. Requirement Tag - adds the requirement s unique type tag to the test name. 9

10 Requirement ID - adds the requirement s unique ID to the test name. Requirement Name - the default. Adds the requirement s name. 5. Click Next. The Select The Components For The Test Description screen is displayed. 6. Select the components you want to add to the test description. Requirement ID - adds the requirement s unique ID to the test description. Requirement Name - adds the requirement s name to the test description. Requirement Description - adds the requirement s description to the test description. Validation - adds the requirements validation text to the test description. 7. Click Next. The Assign The Test To A Folder screen is displayed. 8. Click Select All, or select individual tests to assign to separate folders. 9. Click Assign Folder for each selected test. The Select TestDirector Folder dialog box is displayed. 10. Select the test folder to place your test in, or create a new folder by clicking the New button. 11. Click Finish. The Progress Status Window screen is displayed, and shows the status of each test requirement once the progress is complete. 12. Click Close. Made in Borland Copyright 2002 Borland Software Corporation. All rights reserved. All Borland brand and product names are trademarks or registered trademarks of Borland Software Corporation in the United States and other countries. All other marks are the property of their respective owners. Corporate Headquarters: 100 Enterprise Way, Scotts Valley, CA Offices in: Australia, Brazil, Canada, China, Czech Republic, France, Germany, Hong Kong, Hungary, India, Ireland, Italy, Japan, Korea, the Netherlands, New Zealand, Russia, Singapore, Spain, Sweden, Taiwan, the United Kingdom, and the United States. 10