Choose the folder to install to and then click Next. It will confirm if you want to proceed, click Next then wait for it to finish. This will launch the migration tool application itself:. First, enter the qTest information below and click Authenticate to verify your details this will also retrieve the list of projects in qTest :. Next, select the qTest project that you want to import from.
Otherwise, the system will generate an error message of unsuccessful import. The non-required fields can be left without mapping or data can be blank. In this section, we will understand how to import an Excel File.
Following are the steps to import an Excel File. The Root folder will have the Project name. Following screenshot shows the root folder selection in the Requirement tab and the Import Excel icon. It comes with a set of rules. Re-verify whether the Excel sheet fulfills those rules or not.
After successful upload, the filename displays in the Wizard as shown in the following screenshot. You will see the Available fields for mapping as in the following screenshot. Following screenshot displays the same. It will delete the field mapping and you can re-map the field with other column, if required. If you check the Send out Notification Emails checkbox, an email will be sent to the user about the importing requirements.
On successful import, you will get the imported information. A dialog box with three buttons appears as shown in the following screenshot.
Choose the Requirement Details Report and click. The Export Requirements wizard opens with columns having the details of requirements. Following screenshot shows the Export Requirement wizard. By using the up and down arrows on the right side, you can reorder the display of Requirement fields in the exported file.
Following screenshot displays the settings of the wizard, when HTML is selected as the exported file. Click the checkbox and each module will be exported as a separate sheet containing the Requirements.
Clicking the Reset button will set all the Requirement fields to default to export. All settings will be changed to default. Clicking the Cancel button will close the wizard and the control will be send back to the Requirement tab. You can select Individual Requirements of one module to export at a time. By selecting the Root folder, you will be able to export all the requirements present inside the modules and sub-modules of the root folder.
Select the Requirement Details Report. As soon as you click the Requirement Traceability Matrix Report, an Excel file downloads along with details. Following screenshot shows a sample Excel file with the RTM details. By selecting the Root folder, you will be able to export all the requirements present inside the modules and the sub-modules of the root folder.
In qTest — Test Design module, you can create, move, edit and view requirements within the Requirement Repository. Additionally, qTest follows an approval workflow to manage the approval of test cases and when there is an additional functionality that can be enabled to prevent testers from executing any test cases, those not yet approved by stakeholders. To create a test case, you should have the Create Test Cases permission.
Following are the steps to create a test case in the Test Design tab. To re-order test steps, use the up-down arrows. To delete a test step, use the cross symbol. A list of Requirements opens up. Select the requirements and click the Add button as shown in the following screenshot. After clicking Save, you will receive a success message of the changes saved.
To edit a test case, you should have the Edit Test Case permission. Following are the steps to edit a test case. The same version gets updated in test execution as well if it is added to test run.
This functionality allows creating a duplicate of a test case or reordering of test cases. In this section, we will understand how to delete a test case. Consider the following points while deleting a test case.
If the deleted test case was associated with a requirement, the association in the Requirement gets deleted as well. This feature is very useful when a test case has the same steps as other test cases along with few additional steps. This feature allows replacing an individual test step by another test case. Select a specific test case that is to be called in this step. After selection of the test case, click the Add button. Following screenshot displays the Test Case wizard and the Add button.
Otherwise, a dialog box will appear asking for confirmation to approve the test case first before calling. It is like the stakeholder will review test cases and approve it if everything goes right. You can approve multiple test cases at a time. To approve a test case, you should have the Approve Test Case permission. It will open the test case detail page on the right side as shown in the following screenshot.
Click YES to approve it. Click the Confirm button. You can check the checkbox to get email notification as well. A user can create multiple test cases at a time using the Excel spreadsheet. The first row should have the names of headers in different columns and the next onwards; data should be represented in columns.
Please note, the first row will be mapped with different fields of the Test Case Forms while importing. The test case ID field should not be mapped with any column. The system will automatically generate test case ID. The required fields must be mapped with the column of Excel sheet and it should not be blank. The root folder will have the Project name. Following screenshot shows the Import Excel icon and the root folder selection in the Test Design tab.
Check the box "Use imported file's first row as header". Now, click Import as shown in the following screenshot.
Following are the steps to export test cases details. Choose the Test Case Details Report and click. The Export Test Cases wizard opens up. This has the columns with the details of the test cases. Following screenshot shows the Export Test Cases wizard. Following screenshot displays the setting of wizard for exporting the file. Clicking the Reset button will set all the test cases fields to export. You can select individual test cases of one module to export at a time.
By selecting the Root folder, you will be able to export all the test cases present inside the modules and submodules of the root folder. Test Execution is managed in different Releases and each release can have multiple test cycles to complete the test execution and ensure functionalities.
Following are the steps to create a Test Cycle. Go to the Test Execution tab, select the Root folder or a Release. Click the New Test Cycle image on the left side of the panel as shown in the following screenshot. To edit a test cycle, you should have the Edit Test Cycle Permission. Following are the steps to edit a test cycle.
This functionality allows creating a duplicate of a Test Cycle or reordering of structure. Following are the steps to delete a test cycle. In test execution, test runs are managed into different test suites and these test suites are part of the test cycle, and ultimately the test release.
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