Test PlanTest Plan is a unique application that enables users to set up, is a unique application that enables users to set up, manage and monitor all activity relating to testing plans. manage and monitor all activity relating to testing plans.

With Test Plan, testers can append documents, screenshots and With Test Plan, testers can append documents, screenshots and data to a task or defect, to help developers better understand data to a task or defect, to help developers better understand the problem. Additionally integration with other test modules the problem. Additionally integration with other test modules from Original Software means test scripts, data cases and other from Original Software means test scripts, data cases and other test components can be attached and launched - all from within test components can be attached and launched - all from within Test Plan. Test Plan.

The database options include Oracle, Microsoft SQL Server and The database options include Oracle, Microsoft SQL Server and IBM DB2. This means it can be instantly accessed by any IBM DB2. This means it can be instantly accessed by any member of the development and testing team, creating direct member of the development and testing team, creating direct lines of communication between testers and developers lines of communication between testers and developers working on a common task. working on a common task.

TEST PLANTEST PLAN

INTRODUCTIONINTRODUCTION

GETTING STARTED

When Test Plan is launched, the following window is displayed.

Connection Shows the name of each server for which there is an ODBC connection available. When a System is selected, an ODBC connection will be made (may take anywhere from 2 to 30 seconds). Only ODBC Data Sources which include the word ‘Test Bench’ will be displayed.

Library If using the IBM I Series as the server this is the library in which the Test Bench application is stored and should be left as the default TB_5PO. For SQL Server, Oracle and Access this is the name of the Test Bench database.

User ID Identifier associated with user name within Test Plan administration. An alphanumeric field containing at least 1 but no more than 10 characters used as a part of the login.

Password A case sensitive alphanumeric code containing at least 5 but no more than 10 characters used as a part of the login. The password should be kept confidential.

When Test Plan is first installed, Admin is the only pre-existing User ID. Enter Admin into the User ID field. Leave the password blank when entering Test Plan for the first time. Upon clicking ‘OK’ on the login window the following window will appear.

Your Original Software representative has provided you with a Security Code to be entered into these fields. Then click ‘OK’.

TO SET THE ADMINISTRATOR’S PASSWORD

Password A case sensitive alphanumeric code containing at least 5 but no more than 10 characters used as a part of the login. The password should be kept confidential.

Test Plan Versions There are two versions of the Test Plan application.

Test Plan Administrator Test Plan Administrator gives access to all the functionality.

Test Plan User A reduced functionality version, which enables the user to update tasks and add/maintain defects but does not allow any changes to the structure of the plan.

Test Plan User

The following functionality is available in Test Plan User:-

• Creation of defects.

• Editing defects (including the maintenance of associated elements such as PC Files, Test Results and Components).

• Editing tasks (including the maintenance of associated elements such as PC Files, Test Results and Components).

• Generation of reports.

• Generation of charts/statistics.

• Search facility for tasks/defects.

• Viewing of milestones.

• Filtering of viewable task/defect information.

Test Plan Administrator

Functionality which is only available in Test Plan Administrator includes:-

• Creation and deletion of plans.

• Adding/deleting tasks.

• Deletion of defects.

• Adding milestones.

• Adding folders and altering folder structure.

TEST PLAN MAIN PANEL OPTION

FILE

New To add a new plan.

Open To access an existing plan.

Admin To access the administration options. This option allows the administrator to add new users, allocate authority for specific users to Plans, edit Plans and change some defect and task options. This option is grayed out if the user does not possess Admin authority.

Properties To create task and defect User Fields for this Plan only. These are fields which will appear on additional tabs on the Task and Defect forms to enable extra information to be recorded. They can also be defined at the system level using the Admin form.

Report To run a report - The Report option is also available by clicking the Report icon on the toolbar.

Chart To view a three dimensional chart of defects by status and priority. It is also possible to display a tabular view of the related statistics. The Chart option is also available by clicking the Chart icon on the toolbar. This option is grayed out when a Plan is not open.

Milestones Milestones are a set of important dates or events that can either be task related or independent of task. Use this option to view existing milestones, add or delete milestones. The Milestones option is also available by clicking the Milestones icon on the toolbar. This option is grayed out when a Plan is not open.

Exit Close TestPlan.

Admin Options

When the Admin option is selected from the File menu the following window is displayed. If the user does not have Admin authority only the Plans tab is available.

Resources Create, modify and delete Test Plan users, assign users to individual Plans and edit the user’s authority to those Plans.

Plans Assign users to Plans and edit the user’s authority to those Plans. Also add new Plans and copy and delete existing Plans.

When errors are found within a task they are assigned as defects. The following two options relate to these defects.

Defect Priority Create or modify a list of priority values (e.g. Low, Urgent, etc.). Each defect will be associated with one of these values. It is in this way that users can easily view which defects are most critical within a task. The defect priority is a user defined item.

Defect Status Create or modify values that illustrate how close the defect is to being resolved. These statuses will also be associated with either an open or closed stage. Defects are treated differently based on their current stage. The defect status is a user defined item.

Task Status Create or modify values that illustrate how close the task is to being resolved. These statuses will also be associated with either an open or closed stage. Tasks are treated and displayed differently based on their current stage. The task status is a user defined item.

Data Sources Create or Amend existing Data Sources from which to operate and work within. Different data sources can therefore be utilized at different times dependent on individual needs. Once configured Test Plan will be able to attach and launch Test Bench Components and Results which are held on different servers to allow for those users with multiple copies of Test Bench. This provides a very holistic approach to testing and test planning.

Task User Fields Define additional fields that will be available via an extra tab on the Task form. These can be used to specify information specific to your business needs. Fields defined here will be available to all Plans, but User Fields can also be defined at the specific Plan level.

Defect User Fields Define additional fields that will be available via an extra tab on the Defect form. These can be used to specify information specific to your business needs. Fields defined here will be available to all Plans, but User Fields can also be defined at the specific Plan level.

Menu Options

The following options are available via the screen icons or right click menu when an item has been highlighted and are only enabled when they can perform a useful function.

New Create a new item, see following sections for more information.

Edit Edit the item, see following sections for more information. An item can also be edited by double clicking the table row.

Copy This option is only available when viewing Plans and provides access to Copy Plan Wizard. See later section for more information.

Delete Remove the item, see following sections for more information. A confirmation window is displayed.

Move Up This option is only available on the Defect Priority, Defect Status and Task Status screens. An existing item may be moved up the list one row at a time. Highlight the intended item prior to proceeding

Move Down This option is only available on the Defect Priority, Defect Status and Task Status screens. An existing item may be moved down the list one row at a time. Highlight the intended item prior to proceeding

New Create a new item, see following sections for more information.

Edit Edit the item, see following sections for more information. An item can also be edited by double clicking the table row.

Copy This option is only available when viewing Plans and provides access to Copy Plan Wizard. See later section for more information.

Delete Remove the item, see following sections for more information. A confirmation window is displayed.

Move Up This option is only available on the Defect Priority, Defect Status and Task Status screens. An existing item may be moved up the list one row at a time. Highlight the intended item prior to proceeding

Move Down This option is only available on the Defect Priority, Defect Status and Task Status screens. An existing item may be moved down the list one row at a time. Highlight the intended item prior to proceeding

EDIT MENUEDIT MENU

COPY PLAN WIZARDCOPY PLAN WIZARD

COPY TASK OF SELECTED PLANCOPY TASK OF SELECTED PLAN

Assigned Resources To New PlanAssigned Resources To New Plan

DEFECT PRIORITYDEFECT PRIORITY

DEFECT STATUSDEFECT STATUS

TASK STATUSTASK STATUS

Data Sources

This option can be completely customized at the global level. Every Data Source can then be utilized by the Test Components and Test Results functionality. Once configured here this will allow full maintenance of components stored on different servers. Choosing one of the Data Sources from the drop down box will point the application to search on the specified database for the Test Component/Result which you wish to attach. Test Plan fully supports the following Data Sources – I Series, SQL, Oracle, and Access.

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