Centroid 2.0 User Guide. Version 1.0

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1 Centroid 2.0 User Guide Version 1.0

2 Contents 1 Introduction Centroid Configuration Manager Using Centroid Creating a Script Project Creating an Application Creating UI Objects Capturing Objects Web Based Locators Desktop Based Locators Mainframe Object Capturing Image Based Locators Creating a Script Automation Commands Creating Databases Creating Data Containers Creating Libraries Calling Libraries Creating a Web Service Calling Web Services Reading Excel Sending s Creating Test Scripts Creating BDT scripts Feature Command Scenario Command Given, And, When, Then Command Binding DataTables Recording and Playing Project Dependencies Project Configurations Credentials Creating RPA Instances Creating Mobile Devices Adding New Templates Adding Parameters Adding Variables P a g e

3 16 Building and Publishing a Script Project Centroid Control Center Repository Workbench Adding New Configurations Registering Agents Test Management Test Design Test Planning Test Execution Results and Analysis Jira Integration Installing the Jira Add-On Creating a Project Creating Test Cases Creating Test Plans Adding Test Cases to Releases Executing Test Cases Importing Issue Files Generating Reports P a g e

4 1 Introduction Centroid is a Java based test automation tool designed with varying types of users in mind, ranging from extremely user-friendly Record and Replay and Drag and Drop automation methods for business users to the more advanced Centroid programming capabilities available for power users, which include a scripting IDE with more complex libraries, component level debugging etc. Centroid is a robust automation framework for cross paradigm / multi-channel automation with complete version controlling support, enterprise-grade security, rapid scalability and insightful dashboards providing real-time intelligence. 3 P a g e

5 2 Centroid Configuration Manager 1. Log in to Centroid c Figure 1 2. Click the user drop-down menu and click Download Resources Figure 2 4 P a g e

6 3. Select Studio Figure 3 4. Click Download next to the preferred version of the configuration manager to download Figure 4 5. Extract the downloaded configuration manager zip file 6. Navigate to the resources folder in the zip file and open the app.properties file 7. Edit the following values: Server.host-name (enter the server name of the user) Server.port (enter the port number of the user) 5 P a g e

7 Nexus.server.host (the server port will be included in the installation guide) MVN.home (enter the Maven home local file path in the computer) Figure 5 6 P a g e

8 3 Using Centroid 3.1 Creating a Script Project To create a new script project: 1. Click File and select New Script Project Figure 6 2. Enter the group ID and a name for the library, and select a file path for the project by clicking Browse Figure 7 7 P a g e

9 3.2 Creating an Application 1. Right-click Applications, and select Create New Application Figure 8 2. Enter the name of the application, and select the application type For web automation, select Web as the application type For desktop automation, select Desktop as the application type For Java automation, select Java as the application type For Image automation, select Image as the application type For Mainframe automation, select Mainframe as the application type Figure 9 3. Click the created application to modify the application s properties 8 P a g e

10 4. Select the application properties Figure 10 9 P a g e

11 5. Right-click the created application and click Add new page to create a new application page Figure Enter the name of the application page and click OK Figure P a g e

12 7. Click the application page under the created application 8. Enter the application page s URL Figure P a g e

4 Capturing Objects Centroid uses two different versions of Object Spy to capture objects. 3.4.1

13 3.3 Creating UI Objects In the application page: 1. Click NEW next to UI Objects 2. Enter the UI Object Name and the Object Locator path Figure Capturing Objects Centroid uses two different versions of Object Spy to capture objects Web Based Locators An easy UI object capturing tool which captures both the absolute and relative paths of UI objects. Figure P a g e

14 3.4.2 Desktop Based Locators Extract property details of desktop applications to capture desktop UI objects. Capturing a window of an application: Figure P a g e

15 To add to Centroid: 1. Click the NEW button and add new UI objects 2. Enter the object type and application name in the object locator Figure 17 Capturing a button of an application: Figure P a g e

16 To add to Centroid: 1. Click the NEW button and add new UI objects 2. Enter the X-path of the object in the object locator Figure P a g e

$Capture images required for image-based automation 2. Navigate to the following path in your project folder: \\src\main\resources\images 3. Add the images in the images folder 4.$

17 3.4.3 Mainframe Object Capturing An easy object capturing tool which captures the mainframe object paths. Figure Image Based Locators To capture images: 1. Capture images required for image-based automation 2. Navigate to the following path in your project folder: \\src\main\resources\images 3. Add the images in the images folder 4. Create a UI object for the image under the image application page 5. Add the click coordinates and the image name following a comma to add the image object Figure P a g e

18 4 Creating a Script 1. Right-click Business Components 2. Click Create Business Component Figure Enter the name of the script in the pop-up screen and click OK Figure P a g e

19 4. The created script is displayed under Business Components. Double-click the created script. The scripting page opens Figure P a g e

20 4.1 Automation Commands In the Script Editor: The automation commands are displayed in the left navigation pane. Figure 25 To enter automation commands: 1. Drag and drop a command into the white area 19 P a g e

21 2. Enter the relevant values in the pop-up screen and click OK Figure 26 To edit the scripts: 1. Double-click the created script 2. Update the relevant values in the pop-up screen and click OK 3. Click Save to save the created script 20 P a g e

22 Figure Creating Databases 1. Right-click Databases and select Create New Database Figure Enter the database name in the pop-up screen and click OK 21 P a g e

23 Figure Click the created database and enter the database configurations Figure P a g e

24 4.3 Creating Data Containers 1. Right-click Datacontainers and select Create New DataContainer Figure P a g e

25 2. Select the database for entering the data Figure P a g e

26 4.4 Creating Libraries 1. Right-click Libraries and select Create New Library Figure Enter the alias for the library 3. Select the library name and version, and click OK 25 P a g e

27 Figure P a g e

28 4.4.1 Calling Libraries 1. Expand Utility and drag and drop CallCommand into the white area 2. Enter the Library Name, Method Name, Input Parameters and Output Parameters in the popup screen 3. Click ADD Figure 35 Note: Only the previously uploaded libraries are shown in the dropdown, and the library methods are accessed when scripting using the call command. 27 P a g e

29 4.5 Creating a Web Service 1. Right-click Services and click Create New Service Figure Enter the name of the service and click OK Figure P a g e

30 3. Expand Services and click the created service 4. Enter the URL of the web service Figure Calling Web Services In the Script Editor: 1. Click and expand the Services category 2. Drag and drop CallWebService into the white area Figure P a g e

31 3. Enter the service name, operation and value in the pop-up screen 4. Click OK Figure P a g e

32 4.6 Reading Excel In the Script Editor: 1. Click and expand the excel category 2. Drag and drop ReadExcel into the white area Figure Enter the file path, sheet name, and return variable in the pop-up screen 4. Click OK Figure P a g e

4.7 Sending Emails In the Script Editor: 1. Click and expand the Utility category 2.

33 4.7 Sending s In the Script Editor: 1. Click and expand the Utility category 2. Drag and drop Send into the white area Figure Enter the data for the fields in the pop-up screen 4. Click OK Figure P a g e

34 4.8 Creating Test Scripts To create test scripts: 1. Right-click Standard Test Script 2. Click Create New Test Script Figure Enter the name of the script in the pop-up screen and click OK Figure P a g e

35 5 Creating BDT Scripts To create BDT scripts: 1. Right-click BDT Scripts 2. Click Create New BDT Script Figure 47 3 Enter the name of the script in the pop-up screen and click OK Figure Feature Command 1. Select the BDT script that you created 2. Double-click the Feature command 34 P a g e

36 Figure Enter the type of feature that needs to be added and select Add in the pop-up screen 5.2 Scenario Command 1. Select the BDT script that you created 2. Double-click the Scenario command 3. Enter a description of what the feature is about in the pop up screen Figure P a g e

37 5.3 Given, And, When, Then Command 1. Select the BDT script that you created 2. Select the commands respectively and enter the instruction that needs to be given Figure Select Add in the pop-up screen 36 P a g e

38 6 Binding DataTables 1. Select Bind DataTable Figure Select a DataContainer and a DataTable 3. Click OK Figure P a g e

39 7 Recording and Playing To record a manual process: 1. Click the Record button 2. Start the manual process Figure Go back to Centroid and click Stop once the manual process is completed 38 P a g e

40 4. Click Save to save the manual process Figure Click Play to view the recorded manual process Figure P a g e

41 8 Project Dependencies The module dependencies needed for the script project are configured here. The user can add or remove module dependencies as per the project requirements. Figure P a g e

42 9 Project Configurations All the configuration details of the created project are displayed in the configurations screen where the user can edit the configuration values. Figure P a g e

43 10 Credentials Encrypted usernames and passwords required for library access are stored in the Credentials section for easy maintenance. Figure P a g e

44 11 Creating RPA Instances 1. Right-click RPAInstances and select Create New RPA Instance Figure Enter the RPA Instance name, server URL and other relevant details in the pop-up screen and click OK Figure P a g e

45 12 Creating Mobile Devices 1. Right-click Mobile Devices and select Create New Mobile Device Figure Enter the mobile device name and the mobile device platform in the pop-up screen and click OK Figure Select the mobile device you created 4. Enter the Server IP, serial number of the phone, the type of platform, and the version of the platform 5. Click Ok 44 P a g e

Figure 64 6. Create a New Application for the mobile device 7. Enter the mobile device name and the mobile device platform in the pop-up screen and click OK Figure 65 8.

46 Figure Create a New Application for the mobile device 7. Enter the mobile device name and the mobile device platform in the pop-up screen and click OK Figure Select the mobile device you created from the Applications tab 9. Enter the application type, platform and other details respectively 10. Provide the APK path and choose the mobile device 45 P a g e

47 Figure P a g e

48 13 Adding New Templates 1. Right-click Templates and select Add New Template Figure Enter the template name and select the template path in the pop-up screen and click OK Figure P a g e

49 14 Adding Parameters To add input parameters: 1. Select Parameters from the left navigation bar 2. Right-click Input Parameters and select Add Parameter Figure P a g e

50 3. Enter the name and type of the parameter in the pop-up screen, and click OK Figure 70 To add output parameters: 1. Select Parameters from the left navigation bar 2. Right-click Output Parameters and select Add Parameter Figure Enter the name, type and value of the parameter in the pop-up screen, and click OK 49 P a g e

51 Figure P a g e

52 15 Adding Variables 1. Select Variables from the left navigation bar 2. Right-click Variables (in the left navigation pane), and select Add Variable Figure Enter the variable name 4. Select the type and value of the variable in the pop-up screen, and click OK Figure P a g e

53 5. To add a variable to the script, click the drop-down button next to the return variable statement in a command and select a variable. Figure P a g e

54 16 Building and Publishing a Script Project 1. Select Script from the top navigation bar 2. Click Clean & Build Figure A pop-up screen appears after a successful build. Click OK to continue Figure P a g e

55 4. To publish a script, select Script from the top navigation bar 5. Select Publish Figure P a g e

56 17 Centroid Control Center Log in to the Centroid Control Center Figure Repository The scripts that have been published in the Centroid Configuration Manager will be displayed under the repository. Figure P a g e

17.2 Workbench 17.2.1 Adding New Configurations 1. Log in to the Centroid control center 2.

57 17.2 Workbench Adding New Configurations 1. Log in to the Centroid control center 2. You will be navigated to the Workbench page Figure 81 To create a project: 1. Click the + sign Figure Enter the project name 56 P a g e

3. Click OK To add a library 1. Right-click Business Process 2. Select Add Library Figure 83 3.

58 3. Click OK To add a library 1. Right-click Business Process 2. Select Add Library Figure Select the library and the version from the repository Figure Click Add The user can add configurations to the project by selecting Configurations under each project. 57 P a g e

Figure 85 5. Select Add new configuration 6.

59 Figure Select Add new configuration 6. Enter the name and the value for the configuration. Figure P a g e

17.2.2 Registering Agents 1. Select Agent Registry from the top navigation bar 2.

In the Agent Configurations pop-up screen, enter the name, expiry date, and size, and click

60 Registering Agents 1. Select Agent Registry from the top navigation bar 2. Click Add Agent 3. In the Agent Configurations pop-up screen, enter the name, expiry date, and size, and click OK Figure Click API Key and copy the token number Figure 88 Note: After adding the agent, enter the API key into the agent.property file and start the agent. 59 P a g e

Figure 89 17.3 Test Management 17.3.1 Test Design 1. Right-click and select Add Folder Test cases can also be created inside the folders.

61 Figure Test Management Test Design 1. Right-click and select Add Folder Test cases can also be created inside the folders. To create a test case: 2. Right click and select Add Test Cases 3. Enter the Test details, Test data, and Script details respectively Figure P a g e

62 Test Planning To add a test plan: 1. Select Test Planning under Test Management 2. Click Add New Test Plan Figure Enter the test plan name 4. Select the test cases for that specific test plan Figure P a g e

5. Assign an agent or a user for each test case 6. Click Create 17.3.

Select a test plan to be executed from the left navigation pane 2. Assign an agent or a user for the test case 3.

63 5. Assign an agent or a user for each test case 6. Click Create Test Execution Figure 93 Test plans that have been created will be displayed under Test Execution. 1. Select a test plan to be executed from the left navigation pane 2. Assign an agent or a user for the test case 3. Enter the overall test results for a test case 4. Select the test status (Pass/Fail) 5. Click Complete Execution Results and Analysis The results and an analysis of the tests designed, planned and executed will be generated under Results and Analysis. Figure P a g e

64 18 Jira Integration 18.1 Installing the Jira Add-On 1. Click the settings icon and click Add-ons Figure Click Manage add-ons Figure P a g e

65 3. Click Upload add-on Figure Select the Jira add-on file and click Upload Figure P a g e

66 18.2 Creating a Project To create a Jira project: 1. Click Projects in the top navigation bar and click Create Project Figure Select the project type in the pop-up screen and click Next Figure P a g e

3. Click Select in the project description page Figure 101 4.

67 3. Click Select in the project description page Figure Enter the project name and key, and click Submit Figure P a g e

68 18.3 Creating Test Cases To create a test case: 1. Click Test Management and click Test Designing Figure In the folder hierarchy, right-click the root folder and click Add Folder Figure P a g e

69 3. Enter the folder name and description in the pop-up box, and click Create Figure Right-click the created folder and click Add Test Case Figure P a g e

70 5. Enter the test case name and details, and click Create Figure Creating Test Plans To create test plans: 1. Click Test Management and click Test Planning Figure P a g e

71 2. Click Add New Test Plan Figure Enter the test plan name 4. Select the test cases and add the configurations details 5. Click Create Figure P a g e

72 18.5 Adding Test Cases to Releases To add test cases to a release: 1. Click Test Management and click Test Execution Figure Click a test plan from the left pane to add to the release Figure 112 Note: You can also add test cases from the folders directly. 71 P a g e

73 3. Click Start Execution Figure Select the release, enter the description and click Execute Figure 114 Note: You can also schedule executions by clicking Schedule Execution. 72 P a g e

74 18.6 Executing Test Cases 1. Click Test Management and click My Test Cases to be Executed Figure Enter the actual result of the test. Figure P a g e

3. Select the overall status of the test and click Complete Execution Figure 117 18.

75 3. Select the overall status of the test and click Complete Execution Figure Importing Issue Files 1. Click Issues and click Import Issues from CSV Figure P a g e

76 2. Upload the CSV file and click Next Figure Enter the file settings and click Next Figure P a g e

77 19 Generating Reports After the execution is done, the reports will be generated automatically in the white area shown below. 76 P a g e

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