silkplan installation and configuration guidedavidhoyle.com/samples/silkplaninstallguide.pdf ·...

version

SILKPLANINSTALLATION AND CONFIGURATION

GUIDE

the reliability experts

February 27, 2004

A more current version of this document may be available athttp://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkTest/update/documentation

7.0version

http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkTest/update/documentation

Copyright NoticeAll Segue documentation and training materials are copyrighted, and all rights are reserved. Neither the software nor any documentation that accompanies it may be reproduced, translated, or reduced to any electronic or printed form without the prior consent of Segue Software, Inc., except as authorized in the terms of a valid license agreement.

© Copyright 1992 – 2004 Segue Software, Inc.

All Rights Reserved. Printed in the United States, October 2004.

TrademarksE-Quality Partner, E-Quality Partner Program, 4Test, QA DBTester, QA Organizer, QA Partner, QA Radar, QualityWorks, Segue, SilkPilot, SilkMeter, SilkPerformer, SilkRadar, SilkRealizer, SilkTest, SilkVision, Universal Testing Architecture (UTA), scenario testing, and E-Business Management System are trademarks or registered trademarks of Segue Software, Inc.

All other product and company names are either trademarks or registered trademarks of their respective companies.

Warranties and DisclaimersThis publication is provided “as is” without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Segue assumes no responsibility for errors or omissions in this publication or other documents which are referenced in or linked to this publication. This publication could include technical or other inaccuracies or typographical errors. Changes are periodically added and will be incorporated in new editions of the publication. Segue may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time.

Should you or any viewer of this publication respond with information, feedback, data, questions, comments, suggestions or the like regarding the content of any Segue publication, any such response shall be deemed not to be confidential and Segue shall be free to reproduce, use, disclose and distribute the response to others without limitation. You agree that Segue shall be free to use any ideas, concepts or techniques contained in your response for any purpose whatsoever including, but not limited to, developing, manufacturing and marketing products incorporating such ideas, concepts or techniques. This publication is distributed internationally and may contain references to Segue products, services, and programs that have not been announced in your country. These references do not imply that Segue intends to announce such products, services or programs in your country.

Questions or commentsIf you have any questions for our technical support staff, please fill out our Technical Support online form available at http://support.segue.com/logcase.php. You can also phone 781.402.5900 (from North America) or +44 (0) 2890260001 (International). When you get in touch, please have your customer ID number available. If you have any questions about the documentation, please contact us at [email protected].

Segue software is covered by U.S. Patent Numbers • 5,600,789• 5,781,720• 6,046,740

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Contents

Chapter 1 Introduction to SilkPlan 5Licensing with SilkMeter 5

Overview of the installation and configuration process 5About SilkPlan 6

Supported Platforms 6SilkTest configuration recommendations 6Important installation guidelines 6Items included with SilkTest 7Items that need a separate license 9Questions? Need help? 9How to contact Technical Support 10What’s your Customer ID? 10

Chapter 2 Installing SilkMeter 11Generating a SilkPlan or SilkTest license policy 12

Finding your host ID 13Finding your Dongle ID 13

Installing SilkMeter on your license server 14Before you begin 14SilkMeter license server requirements 14Uninstalling a previous version of SilkMeter 14Installing SilkMeter on your license server 15

Chapter 3 Installing SilkTest 17Installing SilkTest, the SilkTest Agent, or SilkTest Runtime 17

Supported Operating Systems 17License Requirements 17Before Installing 17Installing SilkTest, SilkTest Agent, or SilkTest Runtime 18

What to do next 23Install Blue Express 23Install SilkPlan 7.0 23Obtain software updates on the Web 23Explore the online Knowledge Base 23Enable applications 23Try the tutorials 24

SilkPlan Installation Guide iii

Chapter 4 Installing SilkPlan 25Installing SilkPlan 25

Supported Operating Systems 25License Requirements 25Before Installing 25

After Installation 27What to do next 28

Obtain software updates on the Web 28Explore the online Knowledge Base 28Try the tutorials 28

Chapter 5 Configuring SilkPlan 31Introduction 31Connecting to a Test Management Database 31

About the Test Management Database 31Creating a New Database 31Connect to an Existing Database 33

Getting Started with SilkScheduler 34Introduction 34Tips 34Create a Test Definition 34Schedule a Test 36For more information about SilkScheduler... 36

Connecting to a SilkRadar Database 37Accessing an Existing SilkRadar Database 37Creating a New SilkRadar Database 37For more information about SilkRadar... 39

What to do next 39Obtain software updates on the Web 39Explore the online Knowledge Base 39Try the tutorials 39

Chapter 6 Configuring SilkTest 41Introduction 41Set the SilkRadar and SilkScheduler URLs 41

Setting the Host Information 41Getting Started with SilkTest and SilkPlan 42

Introduction 42Opening SilkScheduler from SilkTest 42Run and Log All Tests 42Run and Log Marked Tests 43Sending Results to SilkRadar 44

iv SilkPlan Installation Guide

Working with Manual Tests 45What to do next 45

Obtain software updates on the Web 45Explore the online Knowledge Base 45Enable applications 45Try the tutorials 46

Chapter 7 Configuring and Managing Requirements 47Working With Requirements 47

Introduction 47Copy the Segue Styles Document Template 47Check the Microsoft Word Macro Security Setting 47Importing Segue Styles into Microsoft Word 48Working with Segue Styles in Microsoft Word 48For More Information... 49

What to do next 49Obtain software updates on the Web 49Explore the online Knowledge Base 50Enable applications 50Try the tutorials 50

SilkPlan Installation Guide v

vi SilkPlan Installation Guide

1
Chapter 1 Introduction to SilkPlan
This chapter provides an overview of installing SilkPlan and includes installation guidelines, information about the release, and instructions on contacting Segue Technical Support.

SilkPlan 7.0 is a comprehensive Test Management solution that includes new versions of SilkScheduler and SilkRadar that are closely integrated with the included SilkTest version 6.5.1.1.

Note If SQL Server is not installed on your machine, SilkPlan also installs MSDE (Microsoft SQL Server Desktop Engine), which can be used as a local Test Management database.

Licensing with SilkMeter

SilkPlan employs Segue Software’s SilkMeter to control SilkPlan product usage. SilkMeter supports various combinations of concurrent as well as metered use of software applications and offers flexibility in deploying SilkPlan. SilkPlan uses the floating license capability of SilkMeter, in which concurrent license usage is controlled. This means that client computers that have SilkPlan installed will connect to a network or local license server for license policy administration.

Overview of the installation and configuration process

The following is an overview of the installation and configuration process.

1 Find the host ID or dongle ID of the computer that will be your license server. See “Finding your host ID” on page 13. Note that you must have the host ID of your license server, not the host name. If you do not know the host ID, you can use the Host Info utility, smHostInfo.exe, to find the host ID as described on page 13.

2 Access https://license.segue.com and follow the instructions to generate a license policy for SilkPlan and have the policy e-mailed to the address that you specify.

SilkPlan Installation Guide 5

https://license.segue.com

https://license.segue.com

1 INTRODUCTION TO SILKPLANAbout SilkPlan

3 Install SilkMeter (version 2.5.2 or higher) on the computer that will be your license server, along with your SilkPlan license policy. See “Installing SilkMeter” on page 11.

4 Install SilkTest 6.5.1.1 on your local machine. See “Installing SilkTest” on page 17.

5 Install SilkPlan 7.0 on your local machine. See “Installing SilkPlan” on page 25.

6 Configure SilkPlan. See “Configuring SilkPlan” on page 31.7 Configure SilkTest for Test Management. See “Configuring SilkTest” on

page 41.8 Configure Microsoft Word for Segue Requirements. See “Configuring

and Managing Requirements” on page 47.

Note SilkMeter only needs to be installed once per license server. If you have multiple license servers, you will need multiple license policy files, each one tied to a particular license server. A single SilkMeter license server can administer license policies for multiple Segue products.

About SilkPlan

Supported Platforms For information on supported platforms for SilkPlan, see the Release Notes.

SilkTest configuration recommendations

We recommend:

• A PC with a Pentium processor running at a minimum of 600 MHz. • SilkPlan is compatible with Windows NT 4.0, Windows 2000, or

Windows XP.• A hard drive with 250 MB of free space. • 128 MB of RAM. Add to this the amount of RAM required to run your

application under test.

See “SilkMeter license server requirements” on page 14 for information about license server requirements.

Important installation guidelines

Before Installing:

• Uninstall any previous version of SilkTest. To uninstall SilkTest, select Start > Programs > SilkTest > SilkTest Uninstall. You must reboot your system to after running SilkTest Uninstall.

6 SilkPlan Installation Guide


• Uninstall any previous version of SilkPlan. SilkPlan does not have an uninstall menu item. To uninstall SilkPlan, open the Control Panel by selecting Start > Settings > Control Panel, then select Add/Remove Programs. Select SilkPlan from the Currently Installed Programs list, then click Remove.

• You should also use Add/Remove Programs to uninstall any previous version of MSDE - this is listed in Add/Remove Programs as Microsoft SQL Server Desktop Engine (SEGUE).

• After you uninstall the previous versions, backup any existing projects you want to save, then delete the SilkTest Folder, the SilkPlan folder, and also the Program Files\Microsoft SQL Server\MSSQL$SEGUE folder.Dual-boot machines

Dual-boot machines If you are installing SilkTest and have a dual-boot machine with more than one Windows operating system, for example, both Windows 98 and Windows NT, you must install SilkTest in different directories under the two operating systems. Otherwise, you risk causing problems with the Uninstall program. For example, if you want to install SilkTest on both the Windows 98 and Windows NT partitions on a dual-boot machine, install into c:\silkwin98 and c:\silknt, respectively.

Windows NT, 2000 and XP You must have local administrator privileges to install SilkTest or SilkTest International on a Windows NT, 2000, or XP machine. Once SilkTest is properly installed, any user can run it. If you are installing on a Windows NT, 2000, or XP server, you must have domain-level administrator privileges.

Active Desktop You cannot perform testing when the Active Desktop feature of Internet Explorer 4 Windows NT is installed. For information about removing the Active Desktop, see Removing the Active Desktop in the SilkTest online Help (SilkTest/Help/Help Topics). SilkTest can co-exist with the Active Desktop in Windows 98, since it is an integral part of that operating system.

Items included with SilkTest

All of these tools are available in SilkTest:

• SilkTest, for developing and running tests.• SilkTest Agent, for translating 4Test method calls into GUI-specific

commands.• The following documents, available from Start/Programs/SilkTest/

Documentation, if you chose to install the documentation:- SilkPlan Installation and Configuration Guide



- SilkTest Extension Kit Guide for Windows and SilkTest Extension Kit Guide for .NET (if you purchased the Extension Kit)

- Testing AS/400 and Mainframe Applications with Blue Express (if you purchased Blue Express)

- Blue Express 4.7 Installation Guide (if you purchased Blue Express)You must have Adobe Acrobat Reader™ to view .pdf documents. Updated versions of all documentation may be available at http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkTest/update/documentation.

• Online Help topics, available from Start/Programs/SilkTest/SilkTest/Help/Help Topics.

• Online Release Notes, available from Start/Programs/SilkTest/Release Notes and from the SilkTest download area: http://customers.segue.com/protected/bronze/support/s_downloads.htm.

• Online Tutorials, available from SilkTest/Help/Tutorials and Start/Programs/Documentation/SilkTest Tutorials.

• Support for testing Web and client/server applications; see the Release Notes for information on supported browsers and platforms.




http://customers.segue.com/protected/bronze/support/s_downloads.htm

http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkTest/version/5.5





• Sample applications: Simplified Chinese Test App, .NET 1.1 Test App, TestApp, and TextEditor, as well as the following applications for use with the Java tutorials: JavaAWT TestApp, JFC 1.0 Test Application, and JFC 1.1 Test Application. You can access the Java tutorials, in addition to other SilkTest tutorials, by clicking Help/Tutorials from within SilkTest or by clicking Start/Programs/Documentation/SilkTest Tutorials.

• The Green Mountain Outpost (GMO) application for use with SilkTest’s tutorials (Help/Tutorials):

- client/server version of the GMO application located in the GMO folder on the SilkTest CD and available for download at http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/sample_apps/GMO.

- Web-based version of the GMO application at http://gmo.segue.com/.

• SilkTest Bitmap Tool. (SilkTest only)

Items that need a separate license

Some features and tools are available only when they are purchased separately and are licensed to you:

• Blue Express: for instructions on installing Blue Express, install SilkTest and then refer to the Blue Express Installation Guide (BlueExpInstall.htm), which is included in <SilkTest installation directory>/Documentation if you purchase Blue Express. (SilkTest only).

• Browser support.• Extension Kit: if you purchased the Extension Kit, you must supply the

password in order to install it during the SilkTest installation. If you do not know your password, please contact Customer Service at [email protected] or call 781.402.6900.

• SilkTest Agent only: if you have purchased a license for the SilkTest Agent but not SilkTest, then only the Agent, sample applications, and the SilkTest Bitmap Tool are accessible after you install SilkTest.

Questions? Need help? All customers who are under a maintenance-and-support contract and prospects who are evaluating Segue products are eligible for technical support. If you have a question on this installation or on a technical topic, Segue’s highly trained Technical Support staff will respond to your telephone and e-mail requests as quickly and professionally as possible.


http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/sample_apps/GMO



http://gmo.segue.com/

http://gmo.segue.com/


How to contact Technical Support

You can reach Technical Support by:

• Calling 781.402.5900 (from North America) or +44 (0) 28.90.260001 (International)

• Logging a Support Request at http://support.segue.com/logcase.php

What’s your Customer ID?

Please include your Customer ID in your e-mail or have it ready for your Technical Support representative, if you call. You can find your Customer ID on the inside cover of this guide in your SilkTest shipment. After you install SilkTest and your license policy, you can also find your Customer ID by starting SilkTest and clicking Help/About SilkTest.




2
Chapter 2 Installing SilkMeter
This chapter describes how to obtain license policies for SilkPlan 7.0 and SilkTest 6.5.1.1, and also how to install SilkMeter. You must have adminis-trative privileges to install SilkMeter.

Note The current release of SilkPlan requires SilkMeter version 2.5.2 or higher, as well as SilkPlanPro 6.x, SilkTest 6.5, and SilkRadar 3.0 license policies.

SilkMeter only needs to be installed once per license server. If you have multiple license servers, you will need multiple license policy files, each one tied to a particular license server. A single SilkMeter license server can administer license policies for multiple Segue products.

We recommend the following, if you have:

• already received SilkPlan and SilkTest license policies associated with your license server, see “Installing SilkMeter on your license server” on page 14.

• not received a license policy yet, see the following section, “Generating a SilkPlan or SilkTest license policy”.


2 INSTALLING SILKMETERGenerating a SilkPlan or SilkTest license policy

Generating a SilkPlan or SilkTest license policy

You will need a license policy to run SilkPlan and SilkTest. You can use Segue’s online License Generator to generate a license policy and have it automatically e-mailed to the address that you specify. The online License Generator requires a SSL-capable browser, such as Netscape 4.x or Internet Explorer 5.x.

The following is an overview of obtaining a license policy for SilkPlan. Each of these steps is described in detail beginning on page 13.

1 Find the host ID or dongle ID of the computer that will be your license server. See “Finding your Host or Dongle ID” on page 13.

2 Access https://license.segue.com and log in using your Customer ID and Access Code. Your Customer ID is the password you use to log in to the protected area of the Segue Web site. You can find your Customer ID and Access Code:

- in the e-mail you received announcing this release, if you are an existing customer

- on the sticker on the inside cover of the hard copy of this guide that you received in your shipment of SilkPlan

Note If you don’t have an access code, or have forgotten your access code, click the forgot your access code link on https://license.segue.com to have your access code e-mailed to you.

3 Follow the instructions to generate a license policy for SilkPlan and SilkTest and have the each policy e-mailed to the address that you specify. Save each license policy to your license server computer.

Note If you chose to have a license policy sent to you in the body of the e-mail message, rather than as an attachment (the default), cut the license policy information from the e-mail message and save it in a text file called license.pol on your license server.

4 Install SilkMeter, along with your SilkPlan license policy, on your license server computer. See “Installing SilkMeter on your license server” on page 14.

5 Install SilkTest. See “Installing SilkTest, the SilkTest Agent, or SilkTest Runtime” on page 17.


2 INSTALLING SILKMETERGenerating a SilkPlan or SilkTest license policy

Finding your Host or Dongle IDFinding your host ID To find the host ID of the Windows computer that will be your license server:

1 Locate smHostInfo.exe. • If you have a SilkTest CD: proceed to Step 2.• If you are downloading SilkTest:

- navigate to http://customers.segue.com/protected/bronze/support/s_downloads_silkmeter.htm, type your Customer ID and password in the User Name and Password boxes.

- Click smHostInfo.exe. Specify or navigate to your license server computer, and then click Save. Make sure that you save the file on your license server.

2 On your license server, click Start/Programs/Command Prompt and then do the following:• If you have a SilkTest CD: insert your CD in the license server

computer and then type the following in the Command Prompt window: <cddrive>:cd silkmeter

• If you are downloading SilkTest: change to the directory in which you copied smHostInfo.exe.

3 In the Command Prompt window, type smHostInfo.exe. The host name and host ID of the license server appear. Note the host ID. You will need to enter this information to obtain a license policy for SilkTest.

Finding your Dongle ID

A dongle is a hardware device plugged into the parallel port of the computer. This option is only available if you have purchased the dongle license option from Segue.

The dongle ID is a four-character hexadecimal word printed on the dongle device.


http://customers.segue.com/protected/bronze/support/s_downloads_silkmeter.htm


2 INSTALLING SILKMETERInstalling SilkMeter on your license server

Installing SilkMeter on your license server

Before you begin If you already have your SilkTest license policy, you can install it when you install SilkMeter. To obtain a SilkTest license policy, access the online License Generator. See “Generating a SilkPlan or SilkTest license policy” on page 12 for instructions.

A SilkTest license policy is not required to install SilkMeter on your license server. Using the SilkMeter User Policy Administrator, you can import the SilkTest license policy later. However, you must have imported your license policy before you can run SilkTest. Note that if you are using more than one SilkMeter license server computer, you will need a separate SilkTest license policy for each SilkMeter license server.

SilkMeter license server requirements

Make sure your license server meets the following requirements before installing SilkMeter:

• Windows NT4 Service Pack 6a, Windows 2000, Windows XP• Internet Explorer 5.0 or higher (5.5 or higher recommended) • Intel Pentium II/III/IV or equivalent CPU • 256 MB RAM minimum

As of SilkMeter 2.3.5, there is no support for installation of SilkMeter on , 98, or Millennium platforms. You cannot use those machines as SilkMeter servers for licensing SilkTest nor use them to check out mobile licenses.

Uninstalling a previous version of SilkMeter

If SilkMeter is already installed on your license server, you must uninstall it before installing the latest version of SilkMeter.

To uninstall SilkMeter:

1 Click Start/Programs/SilkMeter Runtime/SilkMeter Uninstall.2 Click Yes to uninstall SilkMeter.3 On the Remove Settings dialog, click No to keep your SilkMeter

settings. SilkMeter is uninstalled.

Note You must click No to preserve license policies that currently exist on your SilkMeter license server.

4 Reboot your computer. You are now ready to install the latest version of SilkMeter.



Installing SilkMeter on your license server

SilkPlan requires SilkMeter version 2.5.2 or higher. You must have administrative privileges to install SilkMeter. If SilkMeter is already installed on your license server, you must uninstall it before installing the latest version of SilkMeter. See “Uninstalling a previous version of SilkMeter” on page 14.

To install SilkMeter on your license server:

1 Locate silkmeter.exe: • If you have a CD: insert your CD in the computer that will be your

license server and navigate to <cddrive>:\silkmeter.• If you are downloading:

- Navigate to http://customers.segue.com/protected/bronze/support/s_downloads_silkmeter.htm, type your Customer ID and password in the User Name and Password boxes and click OK.

- Double-click the latest silkmeter.exe, click Save, specify the location to which you want to save this file, and then click Save. Make sure that you save the file on your license server or a location that your license server can access.

- Navigate to the location in which you saved silkmeter.exe.2 Double-click silkmeter.exe.3 Click Next on the Welcome dialog, review the License Agreement, and

then click Yes to accept the terms of the License Agreement.4 On the Enter Installation Path and Configuration Directory for SilkMeter

Runtime window, click Next to install SilkMeter in the default directory, C:\Program Files\Segue\SilkMeter, and use the default configuration folder, C:\Program Files\Segue\cfg.

5 On the Enter Server Location window, select Install server on local machine, and then click Next.

6 On the Edit Server Settings for Local Server dialog, enter or verify the Local hostname and Port, and regardless of whether you are installing on Windows NT or 2000, make sure Run as NT Service (this could appear as Run as Service) is selected and then click Next.The hostname is the name of the machine on which SilkMeter is installed.

7 On the Setup Type window, click Next to accept the default setup, Typical.

8 On the Select Program Folder window, click Next to accept the default Program folder, SilkMeter Runtime.





9 Click No if prompted to install support for Rainbow Hardware Keys.10 If you:

- already have your SilkTest and SilkPlan license policies, click the ellipsis (...) on the Install SilkMeter Policy window, navigate to the location in which you saved your SilkTest and SilkPlan license policy (*.pol) files, select a policy file, and then click Open. Click Finish to install the license policy, and then click OK when the SilkMeter installation is complete. Note: If you are installing on Windows 2000, reboot your computer.

- do not have your SilkTest and SilkPlan license policy, click Finish, then click OK when the SilkMeter installation is complete. You can import your SilkTest license policy when you receive it. See “Generating a SilkPlan or SilkTest license policy” on page 12 for instructions on obtaining a SilkTest license policy. Instructions on importing your SilkTest license file are available from the online License Generator and in the SilkMeter Runtime online Help. If you are installing on Windows 2000, reboot your computer after importing your SilkTest license policy.

Note The SilkTest/SilkMeter communication process relies on the following:

- SILK_CONFIG_PATH environment variable- CosLicensingService.ref file- CosPropertyService.ref file- ls_segue.ref file- silkmeter.cfg. file

Please do not delete them.


3
Chapter 3 Installing SilkTest
This chapter describes how to install SilkTest 6.5.1.1. You must have administrative privileges to install SilkTest.

Installing SilkTest, the SilkTest Agent, or SilkTest Runtime

Supported Operating Systems

You can install SilkTest 6.5.1.1 on Windows NT, Windows 2000, and Windows XP.

License Requirements SilkMeter version 2.5.2 or higher must be installed on your machine (or on your network license server).You also need a valid SilkTest 6.5.1.1 license.

Before Installing • Uninstall any previous version of SilkTest. To uninstall SilkTest, select Start > Programs > SilkTest > SilkTest Uninstall. You must reboot your system to after running SilkTest Uninstall.

• Uninstall any previous version of SilkPlan. SilkPlan does not have an uninstall menu item. To uninstall SilkPlan, open the Control Panel by selecting Start > Settings > Control Panel, then select Add/Remove Programs. Select SilkPlan from the Currently Installed Programs list, then click Remove.

You must have administrative privileges to install or uninstall SilkTest on Windows NT or Windows 2000.

Before you install, make sure that the MSVCP60.dll file is installed in your Windows System directory (windows\system or winnt\system32). SilkTest requires this file in order to install correctly. This file should have already been automatically installed as part of the standard Windows installation.

If MSVCP60.dll is not in your Windows System directory, use Windows Explorer to search for the file, then copy it to the Windows System directory. If you can’t find this file on your system:

• For Windows 2000, Windows ME, and Windows XP, search for the file on your installation CD, or upgrade to the latest service pack .


3 INSTALLING SILKTESTInstalling SilkTest, the SilkTest Agent, or SilkTest Runtime

• For , 98, and NT, search for the file on your installation CD, or download vsredist.exe from the Microsoft Web site. This free executable file installs all of the required Visual C++ runtime libraries..

Installing SilkTest, SilkTest Agent, or SilkTest Runtime

Segue strongly recommends that you do not install SilkTestRuntime on the same machine as SilkTest or SilkTest International. SilkTestRuntime shares files with these products and will overwrite any other SilkTest installation you already have on your machine.

Procedure To install SilkTest, the SilkTest Agent only, or SilkTest Runtime:

1 Locate the SilkTest executable.• If you have a SilkTest CD: insert your CD. If the Setup Program

does not start automatically, manually start the SilkTest Setup Program by selecting Start/Run and typing <cddrive>:\setup.exe.

• If you are downloading SilkTest: - Navigate to http://customers.segue.com/protected/bronze/

support/s_downloads.htm, type your Customer ID and password in the User Name and Password boxes, click OK, and then select the appropriate SilkTest version.

- Click SilkTest.exe, click Save, specify the location to which you want to save this file, and then click Save. You can also run the file by from your browser by double-clicking the .exe, if your browser supports this.

- Navigate to the location in which you saved the SilkTest.exe and double-click this file.

Note If your Windows TEMP environment variable does not point to a valid directory, an error message will be displayed. In order to successfully install SilkTest, your TEMP environment variable must point to a valid directory.






To reset your TEMP environment variable:

a) Click Start > Settings > Control Panel and double-click the System icon.• On Windows2000 or XP, click the Advanced tab, then click

Environment Variables.• On Windows NT, click the Environment tab.

b) Under User Variables or System Variables, double-click the TEMP variable.

c) Enter a valid directory, then click OK.d) Restart the SilkTest installation by double-clicking SilkTest.exe

or SilkTestInternational.exe. 2 Click Next on the Welcome dialog box, review the License Agreement,

then click Yes to accept the terms of the License Agreement. 3 On the SilkTest Licensing dialog box, click Next. This dialog is provided

for informational purposes only. The SilkTest installer checks for files on your machine to determine whether references to a license server already exist or need to be created at this point.

4 Based on the license reference check:• If the SilkTest installer finds existing references to a SilkMeter

license server, the Select SilkMeter Setup Options dialog box is displayed. This occurs if you have already installed SilkTest, if you have already set up your SilkMeter license server, or if you have installed other Segue products that use SilkMeter for licensing. A single SilkMeter license server can administer license policies for multiple Segue products.Use the radio buttons to specify whether you want to use your existing SilkMeter license server or create a reference to a new SilkMeter license server, then click Next.

• If the SilkTest installer does not find references to a SilkMeter license server, or if you selected Set up server on the Select SilkMeter Setup Options dialog box, you must specify a new license server. Type the Hostname of your SilkMeter license server (the hostname is the name of the machine on which SilkMeter is installed), modify the Port number if port 5461 is already in use, and then click Next. You must enter a Hostname and Port number; the Setup Program cannot continue without this information.



In some cases, specifying the simple name of the license server in the Hostname field -- licenseserver, for example -- may not work. If this is the case, a message stating that there is no license server running on the Hostname you specified will be displayed. Re-specify the Hostname using a fully qualified name, such as licenseserver.segue.com.

5 Click Next on the Choose Destination Location dialog box to accept the default Destination Folder in which SilkTest will be installed, or click Browse to specify a different folder.If you specified a location in which SilkTest was previously installed and some of the files remain in this directory, you may receive an error message instructing you to uninstall SilkTest, make sure all files are removed, and then reboot and install SilkTest.

6 On the Setup Type dialog box, select one of the following installation options:• Click Next to install the full installation of SilkTest, including the

SilkTest Agent. The full installation enables you to record, script, execute, and view the results of tests.

• Select SilkTest Agent Only, then click Next if you only want to install the SilkTest Agent software. You can install just the SilkTest Agent on machines that are used for distributed testing.

• Select SilkTest Runtime, then click Next if you want to install SilkTest Runtime and the SilkTest Agent. You can use SilkTest Runtime to execute a set of tests and view the results.

Note We recommend that you install SilkTest and SilkTest Runtime on different machines. However, if you choose to install both products on the same machine, make sure to install them in the same folder to prevent having duplicate files on a single machine. If both products are installed on the same machine, uninstalling either SilkTest or SilkTest Runtime will uninstall both products, regardless of whether or not they are installed in the same folder.

7 On the SilkTest Products Selection dialog box, select the items you want to install, then click Next.

8 On the Start Copying Files dialog box, review your settings. Click Back if you want to modify any of your settings, otherwise click Next to continue with the SilkTest installation.



Tip If a message is displayed stating that there is not enough space while files are copying, redefine the TEMP area to a drive that contains more space. The installer uses the TEMP area for unzipping files. For example, if your TEMP area is d:\temp and you are installing to e:\silktest, the E drive may contain enough space for the installation, but the D drive is the limiting factor.

9 Depending on your product selections and the platform on which you are installing, the Setup Program may display the following messages:

- If you are installing the Extension Kit, a message prompts you to enter your password. If you do not know your password, contact Customer Service at 781.402.6900.

- (SilkTest only) If you are installing on or Windows 98, a message is displayed indicating that Setup is inspecting the GDI32.DLL file in the Windows System directory. An informational window appears, indicating that after rebooting, Setup will modify GDI32.DLL in the Windows System directory and copy the original file to the Segue subdirectory of the Windows System directory. Take note of this information and click OK.

- (SilkTest only) If you are installing on , you may receive an error message saying the MSVCIRT.dll and/or the MFC42.dll file are missing. These files are available from Microsoft or from your MSDN subscription; copy them into your Windows System directory, then restart the SilkTest installation process.

10 Select the Java version installed on your machine, then click Next. 11 Select your default language for testing browsers. The browser Include

(.inc) file for the language you select will be installed to your <SilkTest installation>\Extend directory. All browser include files are installed in your <SilkTest installation>\Locale directory; to switch to another language later, see the online Help.

12 If you will be testing Web applications, verify your default browser, then click Next. If you want to specify a different default browser for SilkTest, select the appropriate browser. If you are not testing a Web application, select None, then click Next.

Note The Setup Program preselects the radio button in this dialog based on browser settings on your machine. (If you are using Internet Explorer, it displays only the version of IE installed on your machine.) The Setup Program uses this information to set the appropriate browser extension and let the recovery system know which browser it should invoke.



For example, if your default browser is Internet Explorer 6.0, the Setup Program preselects Internet Explorer 6.x DOM (Document Object Model). Note that the default browser extension for IE 6.x is DOM; if you want to use the Virtual Object (VO) extension, you must select it. We recommend the DOM extension for new customers and the VO extension for existing customers who have not yet switched to the DOM extension.You can change your default browser at any time through the SilkTest Runtime Options dialog. Refer to the SilkTest online Help for instructions on changing your default browser or browser extensions after installation.

Note If your default browser is Internet Explorer 6.x, you may receive a message that your browser’s third-party extensions are not enabled. You must enable this option in order for SilkTest to recognize objects in browser pages. You can enable this option and then continue with the installation, or you can wait and enable the option after the installation is complete. To enable third-party browser extensions:

a) On the Tools Menu in Internet Explorer, click Internet Options.

b) Click the Advanced tab. c) Under Browsing, select the Enable third-party browser

extensions (requires restart) check box, then click OK.d) Restart your browser by closing and reopening the browser

window. You do not have to reboot your computer for the new setting to take effect; just close and reopen the browser window.

12 On the SilkTest Results Logging window, click Next. This dialog is for informational purposes only and gives a brief introduction to the Results Repository installer and demonstration-only Results Viewer. For more information, see the online Help.

13 On the Select Program Folder dialog box, specify a program folder for SilkTest, or click Next to accept the default, SilkTest. Please wait while Setup updates the registry.

14 Click Finish to exit the InstallShield Wizard and restart your computer. You must reboot for SilkTest to work properly.

Note The SilkTest/SilkMeter communication process relies on the following:

- SILK_CONFIG_PATH environment variable- CosLicensingService.ref file


3 INSTALLING SILKTESTWhat to do next

- CosPropertyService.ref file- ls_segue.ref file- silkmeter.cfg. filePlease do not delete these files.

Please see the Release Notes for up-to-date information about running SilkTest.

A working network connection is required when running SilkTest with a remote SilkMeter license server. If you need to verify that the network is working, click Start/Run, and then type ping localhost or ping <license server name>, or open a command prompt and type either of these commands.

What to do next

Install Blue Express (SilkTest only) If you purchased the Blue Express Agent, you should install it now. Follow the instructions in the Blue Express Installation Guide; click Start/Programs/SilkTest/Documentation/Blue Express Install Documentation. Blue Express is not available with SilkTest International.

Install SilkPlan 7.0 For instructions on how to install SilkPlan 7.0, see “Installing SilkPlan” on page 25. SilkPlan 7.0 is a comprehensive test management solution that includes new versions of SilkScheduler and SilkRadar that are closely integrated with SilkTest. Later chapters provide further instructions on how to configure SilkPlan and SilkTest.

Obtain software updates on the Web

Segue provides a Web-based update system. After completing the installation, browse the password-protected download area of Segue’s Web site, http://customers.segue.com/protected/bronze/support/s_downloads.htm, to see if an update needs to be applied to this release. You can also check for updated documentation which may be available at http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkTest/update/documentation.

You must specify your user name and password to access these areas of the Segue Web site.

Explore the online Knowledge Base

Segue Technical Support hosts a knowledge base, customer forums, and the latest news about Segue products at http://support.segue.com/home.php.

Enable applications If you are testing applications that use controls other than the Microsoft Foundation Class (MFC) library, you may need to enable support for the development language in which the controls were created. The installation






http://support.segue.com/home.php

3 INSTALLING SILKTESTWhat to do next

program enables the development environment when it knows the test application’s underlying executable name. You might have to enable some applications yourself, for example, .NET applications, all stand-alone Visual Basic applications, ActiveX controls used outside the browser environment, and applications with embedded browser controls. For information about enabling applications, see the online Help.

Try the tutorials If you’re new to SilkTest, we recommend that you complete the SilkTest tutorials, available from Start > Programs > SilkTest > Documentation >SilkTest Tutorials.


4
Chapter 4 Installing SilkPlan
This chapter describes how to install SilkPlan 7.0. You must have administrative privileges to install SilkPlan on Windows NT or Windows 2000.

Installing SilkPlan

Supported Operating Systems

You can install SilkPlan 7.0 on Windows NT, Windows 2000, and Windows XP.

License Requirements SilkMeter version 2.5.2 must be installed on your machine (or on your network license server).You also need a valid SilkPlan 7.0 license.

Before Installing If you have not done so previously:

• Uninstall any previous version of SilkPlan and SilkPlanPro. SilkPlan does not have an uninstall menu item. To uninstall SilkPlan, open the Control Panel by selecting Start > Settings > Control Panel, then select Add/Remove Programs. Select SilkPlan from the Currently Installed Programs list, then click Remove.

Procedure To install SilkPlan:

1 Locate the SilkPlan executable.• If you have a SilkPlan CD: insert your CD. If the Setup Program

does not start automatically, manually start the SilkPlan Setup Program by selecting Start > Run and typing <cddrive>:\SilkPlan70.exe.

• If you are downloading SilkPlan: - Navigate to http://customers.segue.com/protected/bronze/

support/s_downloads.htm, type your Customer ID and password in the User Name and Password boxes, click OK, and then select the appropriate SilkPlan version.





4 INSTALLING SILKPLANInstalling SilkPlan

- Click SilkPlan70.exe, click Save, specify the location to which you want to save this file, and then click Save. You can also run the file by from your browser by double-clicking the .exe, if your browser supports this.

- Navigate to the location in which you saved the SilkPlan70.exe and double-click this file.

2 The Remove Installation Files dialog box will be displayed. Unless you plan to reinstall SilkPlan, click Next to accept the default setting. The installation files will be removed after the installation is complete.

3 The Extracting Files dialog will be displayed. Depending on your machine, it may take several minutes to extract the installation files.

4 After the files have been extracted, an introduction page will be displayed. Click Next to display the Welcome page. You can open the Release Notes, or click Next to continue with the installation.

5 Review the License Agreement, then click Yes to accept the terms of the License Agreement.

6 On the Setup Type dialog, select a setup type, then click Next to install SilkPlan. You can use the Browse button to specify an alternate installation folder. • The default installation option is SilkPlan 7.0 Standard

Installation. The standard installation also installs a local MSDE database (for Test Management), [but you must connect to this database manually.] You must also manually connect to (or create) a SilkRadar database.

• Select SilkPlan 7.0 Custom Installation to select individual components to install.

• Select SilkPlan 7.0 Execution Server to install an Execution Server.

7 Review the components displayed on the Installation Options Summary dialog box, then click Next to begin copying files.

8 It may take several minutes to install the SilkPlan files. After the files have been installed, the SilkPlan Licensing dialog will be displayed. If you haven’t configured your license, Click OK.

The SilkPlan installer will check for files on your machine to determine whether references to a license server already exist or need to be created at this point.

9 After the license reference check:


4 INSTALLING SILKPLANAfter Installation

• If the SilkPlan installer finds existing references to a SilkMeter license server, the Select SilkMeter Setup Options dialog box is displayed. This occurs if you have already installed SilkPlan, if you have already set up your SilkMeter license server, or if you have installed other Segue products that use SilkMeter for licensing. A single SilkMeter license server can administer license policies for multiple Segue products.Use the radio buttons to specify whether you want to use your existing SilkMeter license server or create a reference to a new SilkMeter license server, then click Next.

• If the SilkPlan installer does not find references to a SilkMeter license server, or if you selected Set up server on the Select SilkMeter Setup Options dialog box, you must specify a new license server. Type the Hostname of your SilkMeter license server (the hostname is the name of the machine on which SilkMeter is installed), modify the Port number if port 5461 is already in use, and then click Next. You must enter a Hostname and Port number; the Setup Program cannot continue without this information.

In some cases, specifying the simple name of the license server in the Hostname field -- licenseserver, for example -- may not work. If this is the case, a message stating that there is no license server running on the Hostname you specified will be displayed. Re-specify the Hostname using a fully qualified name, such as licenseserver.segue.com.

Please see the Release Notes for up-to-date information about running SilkPlan.

A working network connection is required when running SilkPlan with a remote SilkMeter license server. If you need to verify that the network is working, click Start/Run, and then type ping localhost or ping <license server name>, or open a command prompt and type either of these commands

10 A confirmation message will be displayed after installation is complete. Click Finish to complete the installation.

After Installation

After installation is complete, SilkPlan automatically launches a Web browser and displays the Web Console database administration page. To connect to the local MSDE Scheduler database, click Connect without changing any of the default values. After the database connection has been established, the Web Console login page will be displayed. The default


4 INSTALLING SILKPLANWhat to do next

password/username is segue/segue. After you log in, you should have access to SilkPlan. The SilkRadar repository is not automatically configured. For more information about configuring SilkPlan, see “Configuring SilkPlan” on page 31.

What to do next






Try the tutorials If you’re new to SilkTest, we recommend that you complete the SilkPlan tutorials, available from Start > Programs > SilkPlan 7.0 > Documentation >SilkPlan Tutorials.







5
Chapter 5 Configuring SilkPlan
Introduction

SilkPlan 7.0 is a comprehensive Test Management solution that includes new versions of SilkScheduler and SilkRadar that are closely integrated with SilkTest. SilkPlan also installs MSDE (Microsoft SQL Server Desktop Engine), which can be used as a local Test Management database.

You can access SilkPlan through the Windows menu by selecting Start > Programs > SilkPlan 7.0 > SilkPlan 7.0 Home Page. SilkPlan components can also be launched within SilkTest in embedded browser windows.

Connecting to a Test Management Database

About the Test Management Database

In order to run SilkPlan, you must connect to a Test Management database. To run SilkRadar, you must connect to an Issue Tracking database.

For this release, the Issue Tracking database is referred to as a repository. The terms “database” and “repository” are sometimes used interchangeably, but generally a repository is defined as a central place in which an aggregation of data or databases are kept and maintained. The conceptual model for SilkPlan is that of a data repository that contains the Issue tracking and Test Management databases. The Scheduling, Planning, Reporting, and Requirements components access the Test Management database. SilkRadar connects to the Issue Tracking database.

Creating a New Database

To create a new Test Management database:

1 Open the SilkPlan Web console by selecting Start > Programs > SilkPlan 7.0 > SilkPlan 7.0 Home Page.

2 Log in to the Web console (“segue” is the default value for both the username and password).


5 CONFIGURING SILKPLANConnecting to a Test Management Database

3 On the Segue Web console, select Administration > System > Database.4 On the Database page, click Disconnect to disconnect from the current

database.5 Enter the information for the new database, then click Connect.

You can create a database on the locally installed MSDE (Microsoft SQL Server Desktop Engine), a locally installed MS-SQL Server, or on a network server that has MS SQL-Server installed. At this time, MS-SQL is the only type of database supported.

To create a local MSDE database, you would enter:

DBMS-hostname or IP-address: <machine name>\seguePort: 1433DBMS-type: MSSQL ServerUser: saPassword: saDatabase: <enter a name for the new database>

To create a database on a local or network MS-SQL Server, you would enter:

DBMS-hostname or IP-address: <machine name>Port: 1433DBMS-type: MSSQL ServerUser: saPassword: Database: <enter a name for the new database>

Note: if you installed the Evaluation version of SilkPlan, you should login as User “sa” -- with no password -- when creating a local MSDE database.

6 An error message will inform you that that the new database could not be found, and a yellow login box will be displayed at the bottom of the page. To create a new database, you must log in as System Administrator.

7 Log in as the System Administrator: • If you are creating a local MSDE database, type sa in both the Login and Password text boxes, then click Create.

• If you are creating a local or network MS-SQL Server database, type sa


5 CONFIGURING SILKPLANConnecting to a Test Management Database

in the Login text box, then click Create (leave the Password box blank). 8 The yellow login box will be replaced with a message informing you that

tables need to be created for the new database. 9 Click Create Tables.

Confirmation messages will be displayed at the top of the page, and the database status will be listed as Connected. If you click Scheduling on the main menu, you will be prompted to log in again. Log in using your normal username and password (the default is segue/segue) -- do not log in as System Administrator.

Note: information about the currently connected database is displayed on the Database Administration page, but other available databases are not displayed anywhere in the SilkPlan user interface. You should make a note of the database name for future reference.

Connect to an Existing Database

Note: to connect to a new test management database, you must first disconnect from the current database.

To connect to an existing database:



3 On the Segue Web console, select Administration > System > Database.4 On the Database page, click Disconnect to disconnect from the current

database.5 Enter the information for the database, then click Connect.

To connect to a local MSDE database, you would enter:

DBMS-hostname or IP-address: <machine name>\seguePort: 1433DBMS-type: MSSQL ServerUser: saPassword: saDatabase: <enter the database name>

To connect to a local or network MS SQL Server database, you would enter:

DBMS-hostname or IP-address: <machine name>

5 CONFIGURING SILKPLANGetting Started with SilkScheduler

Port: 1433DBMS-type: MSSQL ServerUser: saPassword: Database: <enter the database name>

Note: if you installed the Evaluation version of SilkPlan, you should login as User “sa” -- with no password -- when connecting to a local database.

6 After the database connection has been established, the Web Console login page will be redisplayed.

7 Log in to the Web console (“segue” is the default value for both the username and password). After you log in, you should have access to the SilkScheduler.

Getting Started with SilkScheduler

Introduction SilkScheduler is the scheduling component of the SilkPlan Test Management solution.

Tips • Use the SilkPlan menus and controls to navigate. For example, click the Cancel button at the top right of the page to cancel an action and return to the previous page. If you use your browser’s Back button, you may need to refresh the page -- and you would still need to use the Cancel button to cancel the action and return to the previous page.

• If you hold the mouse over a control icon, a ToolTip will be displayed that explains the control function.

Create a Test Definition

In order to schedule tests, you must first create a test definition. To create a SilkTest test definition:



3 On the Segue Web console, select Scheduling > Overview > Projects.4 Select a project, then click the New Test Definition link at the top right of

the page. A default project is provided, but you can create your own projects by selecting Administration > Projects > Add New Project.



Note: you can also use New Folder to create a folder structure to organize your test definitions.

5 Enter the full path and name of you test source file, or click Browse to browse to select the file. This can be a SilkTest plan file (*.pln), script file (*.t) or suite file (*.s).

Tips: •When using the Browse button, make sure that the file you

reference is accessible not only from your local machine, but also from the application server (as this is the machine that will be accessing the file).

•When referencing sources on a network path (UNC), specify valid login credentials in the UNC User Name and UNC Password boxes. Specify the fully qualified user name, including domain (e.g., "segue/tester").

•If you select Use Sources Available at Runtime for Execution, SilkScheduler will NOT manage the sources in its database. It will use the specified path to access files on the execution server at runtime. Make sure that all dependent files are available on the execution server in the specified path.

6 Click Next to proceed to Step 2. Name is the only required field on this page, but there are many other useful options available. For more information, see the online Help.

7 Click Save to finish creating the test definition.

Important:

• In order to run successfully, the source file must include a reference to the applicable *.inc file. For example:

use "frame.inc"use "extend\explorer.inc"

If you're not sure what *.inc file you should reference, start SilkTest and select Options > Runtime to open the Runtime Options dialog. The *.inc files are listed in the Use Files box.

-OR-

• You can provide a reference to an options (*.opt) file in the Options Set File box when you create or edit the test definition in Scheduler. The options file contains the reference to the *.inc file. For more information about *.inc and *.opt files, see the SilkTest online Help.



Schedule a Test To schedule a test:



3 On the Segue Web console, select Scheduling > Overview > Projects.4 Click to open a project. The test definitions for the project will be listed

on the Test Definitions page. 5 To schedule a test, click the applicable Schedule Test Definition icon in

the second column at the right of the page. The Schedule page will be displayed.

6 On the Schedule page, select a start date and time, an interval, and the number of test runs.

Tips: •You can use Run Once Now to make sure that the scheduled test

will run properly. •You can use Add Exclusion to define a time period when the test

will not be allowed to run. For example, you might not want the test to run on weekends, or during periods of scheduled maintenance.

•You can use Add Definite Run to specify a time at which the test must run, regardless of what other tests might be scheduled.

•The Run Once Now and Until settings will overrule any exclusions or definite runs. For example, a definite run will not execute if scheduled later than the "Until" time.

7 Click Save at the bottom of the page to save the test Schedule and return to the Test Definition page.

For more information about SilkScheduler...

• For more information about SilkScheduler, click the Help link on the SilkPlan main menu at the top of the page.

• Some pages also provide an Info button at the top right of the page. Click the Info button to redisplay the page with a few helpful tips listed at the top of the page.


5 CONFIGURING SILKPLANConnecting to a SilkRadar Database

Connecting to a SilkRadar Database

Accessing an Existing SilkRadar Database

To run SilkRadar, you must connect to an Issue Tracking database. For this release, the Issue Tracking database is referred to as a repository.

Note: to connect to a new Issue Tracking database, you must first disconnect from the current database.

To access an existing SilkRadar repository:



3 On the Segue Web console, select Issue Tracking > Configuration > DB Admin.

4 On the Administration page, click Access an Existing Repository.5 Enter information for the Repository, then click Next.

Note: in order to access the SilkRadar repository, you must use the administrative user name and password specified for -- and unique to -- the repository. Your normal SilkPlan user name and password will not work for this step; neither will the System Administrator login.

6 After you have connected to the repository, you will be prompted to log in again. Click Back to Overview to invoke the log in page.

7 Log in using your normal SilkPlan user name and password (the default value is “segue” for both the user name and password).

Note: do not log in using the SilkRadar repository user name and password -- they are used only to administer the SilkRadar repository.

8 After you log in, you should be able to navigate to Issue Tracking > Issues and view the data in the repository.

Creating a New SilkRadar Database

To create a new SilkRadar repository:




5 CONFIGURING SILKPLANConnecting to a SilkRadar Database

3 On the Segue Web console, select Issue Tracking > Configuration > DB Admin.

4 On the Administration page, click Create a New Repository.5 Select SQL Server as the DBMS (Database Management System) type,

then click Next.

Note: for this release, SQL server is the only supported DBMS.

6 On the next page (“Step 2”), enter information for the new SilkRadar database, then click Next.

To create to a local MSDE SilkRadar database, you would enter:

Host: <machine name>\seguePort: 1433System User Name: saSystem User Password: sa

To create a SilkRadar database on a local or network MS-SQL Server, you would enter:

Host: <machine name>Port: 1433System User Name: saSystem User Password:

Note: if you installed the Evaluation version of SilkPlan, you should login as User “sa” -- with no password -- when creating a local database.

7 On the next page (“step 3”), enter a name, user name, and password for the database.

Tips: •You cannot use an existing user name or password (such as sa,

segue, or admin). The user name and password you assign will be unique to the repository, and will only be used to perform administrative tasks for that particular repository.

•A new user account will be created on the repository database server.

•If you would like to generate sample data within the new repository, select the Create Sample Data check box.


5 CONFIGURING SILKPLANWhat to do next

8 Click Finish to create the new repository. 9 After the new repository is created, you will be prompted to log in again.

Click Back to Overview to invoke the Login page. 10 Log in using your normal SilkPlan user name and password (the default

value is “segue” for both the user name and password.

Note: do not log in using the SilkRadar repository user name and password -- they are used only to administer the SilkRadar repository.

11 After you log in, you should be able to navigate to Issue Tracking > Issues and view the data in the repository.

Note: information about the currently connected repository is displayed on the Database Administration page, but other available SilkRadar repositories are not displayed anywhere in the SilkPlan user interface. You should make a note of the SilkRadar repository name, user name, and password for future reference.

For more information about SilkRadar...

• For more information about SilkRadar, click the Help link on the Silk-Plan main menu at the top of the page.

What to do next


Segue provides a Web-based update system. After completing the installation, browse the password-protected download area of Segue’s Web site, http://customers.segue.com/protected/bronze/support/s_downloads.htm, to see if an update needs to be applied to this release. You can also check for updated documentation which may be available at http://customers.segue.com/cgi-bin/download.asp?dir=/downloads/products/SilkPlan/update/documentation.




Try the tutorials If you’re new to SilkTest, we recommend that you complete the SilkPlan tutorials, available from Start > Programs > SilkPlan 7.0 > Documentation >SilkPlan Tutorials.







5 CONFIGURING SILKPLANWhat to do next


6
Chapter 6 Configuring SilkTest
This chapter describes how to configure SilkTest 6.5.1.1 for SilkPlan 7.0.

Introduction

As a component of the SilkPlan 7.0 test management suite, SilkTest 6.5.1.1 is closely integrated with new versions of SilkScheduler and SilkRadar. SilkTest now provides the ability to import requirements documents from Microsoft Word into a Test Management database, and to dynamically update the database from Microsoft Word. SilkTest also now provides a manual test capability to help you create, edit, execute, and manage manual tests.

Set the SilkRadar and SilkScheduler URLs

Setting the Host Information

SilkTest includes embedded Web browsers that are used to display SilkRadar and SilkScheduler. In order for these embedded browsers to work, you must specify the URL (Web address) of SilkRadar and SilkScheduler.

To set the SilkRadar and SilkScheduler URLs:

1 In SilkTest, select Options > Host Info. 2 On the Host Info dialog box, enter the URL of your Radar and Scheduler

Web hosts, then click OK.

Tips: •If you are not sure what URL to use, open the SilkPlan Web

console, select Scheduling, then copy the URL displayed in the address bar and paste it into the SilkScheduler URL box on the SilkTest Host Info dialog box. You can use the same procedure to copy the URL of the SilkPlan Issue Tracking page into the SilkRadar URL box on the SilkTest Host Info dialog box.


6 CONFIGURING SILKTESTGetting Started with SilkTest and SilkPlan

3 To display the embedded SilkScheduler browser, select Run > Schedule Tests from the SilkTest main menu.

Getting Started with SilkTest and SilkPlan

Introduction This section is designed to provide experienced SilkTest users with a brief introduction to the new features available in SilkTest as a result of the integration with the SilkPlan test management solution. More extensive information is available in the SilkTest online Help.

If you’re new to SilkTest, we recommend that you complete the SilkTest tutorials, available from Start > Programs > SilkTest > Documentation >SilkTest Tutorials.

Opening SilkScheduler from SilkTest

SilkTest includes an embedded Web browser that can be used to access SilkScheduler.

To open SilkScheduler in SilkTest:

1 In SilkTest, select Run > Schedule Tests.

The SilkPlan Web console login page will be displayed.


3 After you log in, the Scheduling page will be displayed. You can use the Scheduling page to create test definitions and schedule test runs.

Run and Log All Tests You can use Run and Log All Tests to run all of the tests in a managed test plan and automatically create a SilkScheduler test definition.

Notes:

• Run and Log All Tests only works with managed test plans. To convert a testplan to a managed plan, select TestPlan > Convert to Managed Plan. The conversion process adds identifiers -- which are not visible in the managed plan -- that are used to communicate with the SilkPlan Test Management database. A managed plan can be used just like a standard plan, but can also utilize the expanded Silk Plan Test Management capa-bilities.

• A managed testplan has the label “Testplan [Managed]” displayed in the title bar of the testplan editor.



• In order to use Run and Log All Tests, you must create at least one Silk-Plan Product.

To add a new SilkPlan Product:



3 On the Segue Web console, select Scheduling > Settings > Products, then click Add New Product.

4 Enter a name and description for the new product, then click Save.5 The Products page will be redisplayed with the new product.

To run and log all tests:

1 In SilkTest, open a managed testplan (*.pln) file. 2 Select Run > Run and Log All Tests. The SCC Login dialog box will be

displayed.3 Log in (the default login is “segue” for both the user name and

password).4 On the Attended Test dialog box, select a Product, then click OK. 5 A SilkScheduler test definition is automatically created, and all of the

tests are run once. You can use SilkScheduler to schedule other test runs for the new test definition, view reports, etc.

Note: the SilkPlan Web console is not opened automatically at this point, but you will see the new test definition if you open SilkPlan via the Programs menu, or by selecting Run > Schedule Tests on the SilkTest main menu.

For more information about SilkPlan’s capabilities, click the Help link on the SilkPlan main menu at the top of the page.

Run and Log Marked Tests

You can use this command to run and log all marked tests in a testplan file. You can also run and log tests that have been marked by Named Query.

To run and log marked tests:

1 In SilkTest, open a managed testplan (*.pln) file.2 Select Run > Run and Log Tests. The SCC Login dialog box will be

displayed.3 Log in (the default login is “segue” for both the user name and

password).


4 On the Attended Test dialog box, select a Product. 5 Click OK to run and log all marked tests in the testplan.

-or-

Use the Query box to select tests that have been marked by a Named Query, then click OK to run and log the tests.

6 A SilkScheduler test definition is automatically created, and the specified tests are run once .

Note: the SilkPlan Web console is not opened automatically at this point, but you will see the new test definition if you open SilkPlan via the Programs menu, or by selecting Run > Schedule Tests on the SilkTest main menu.

You can use SilkScheduler to schedule other test runs for the new test definition, view reports, etc.

For more information about SilkPlan’s capabilities, click the Help link on the SilkPlan main menu at the top of the page.

Sending Results to SilkRadar

After you run a test, you can send the results to SilkRadar

To send results to SilkRadar:

1 In SilkTest, open a results (*.res) file.2 Select Results > Send to SilkRadar. The Send Results to SilkRadar

dialog box will be displayed.3 Select the applicable file to send, then click OK.4 On the SilkRadar Import File Name box, click Copy & Close.5 On the Issue Tracking page, click the Intelligent Assistant tab at the right

of the page. 6 Click to place the cursor in the Exported Test Results box, then right-

click to display the shortcut menu.7 On the shortcut menu, click Paste, then click Next at the bottom of the

page.

Notes• Generally, you would probably want to send a testcase to SilkRadar because it contains errors that you would like to log as SilkRadar Issues. If you are sending a results file that does not contain any errors, or if you would like to log a test that passed, you should select the check box


6 CONFIGURING SILKTESTWhat to do next

labelled “Include tests which have no errors and are not already associ-ated with an issue.”

• The cut-and-paste procedure will be automated in future releases.

8 On the Associate Tests With Issues page, select the check box next to the test you would like to assign to an Issue, click New Issue.

Note: to assign the test to an existing issue, click Existing Issue.

9 The New Issue page will be displayed, and the selected testcase will be listed on the Testcases tab. Enter information for the new Issue, select Save, then click Go to save the new Issue.

Note: to run a testcase from SilkRadar, select the Testcases tab, then click the applicable Run icon in the column at the right of the page.

Working with Manual Tests

Manual testing will be implemented in the final release of SilkPlan 7.0.

What to do next






Enable applications If you are testing applications that use controls other than the Microsoft Foundation Class (MFC) library, you may need to enable support for the development language in which the controls were created. The installation program enables the development environment when it knows the test application’s underlying executable name. You might have to enable some applications yourself, for example, .NET applications, all stand-alone Visual







6 CONFIGURING SILKTESTWhat to do next

Basic applications, ActiveX controls used outside the browser environment, and applications with embedded browser controls. For information about enabling applications, see the online Help.



7
Chapter 7 Configuring and Managing
Requirements

This document provides a brief introduction to using Microsoft Word requirements documents with SilkPlan.

Working With Requirements

Introduction In order to use Microsoft Word requirements documents with the SilkPlan Test Management database, you must import Segue Styles into Microsoft Word, check the Word macro security setting, and then import the Segue Styles into a Word document.

Copy the Segue Styles Document Template

The Segue Styles are imported via an Microsoft Word document template file. The template (segue_styles.dot) is installed by default in the <name of directory> when you install SilkPlan.

1 Browse to the <name of directory>, then select and copy the segue_styles.dot. DO NOT OPEN THE FILE -- just use Windows Explorer to copy the file.

For early adopters: the template file is not currently installed with the product, but is available in the early access download area. Save the file to your Microsoft Templates directory.

2 Browse to your Microsoft Templates directory, typically C:\Documents and Settings\<your_name>\Application Data\Microsoft\Templates).

3 Paste in the copy of the segue_styles.dot.

Check the Microsoft Word Macro Security Setting

Before you can apply the segue_styles.dot to a Word document, you need to check the Microsoft Word macro security setting. The macro security setting should be set to Medium.


7 CONFIGURING AND MANAGING REQUIREMENTSWorking With Requirements

To check your security settings in Microsoft Word:

1 Open Microsoft Word, but close any open documents. 2 Click Tools>Macro>Security, then click Medium on the Security Level

tab, if it is not already selected. 3 Click OK to save the new setting and close the dialog.

For more information, see Security levels in Word in the Microsoft Word online Help.

Importing Segue Styles into Microsoft Word

In order to use Microsoft Word requirements documents with SilkPlan, you must import Segue Styles into Microsoft Word. SilkPlan uses special styles that you apply to paragraphs to indicate what information is saved to the Test Management Database.

To apply SilkPlan styles to a new requirements document:

1 Open Microsoft Word, then click File > New. 2 Select the segue_styles.dot template, click File in the Create New box,

then click OK.3 Apply the "seg_" styles to paragraphs of text as you type or copy them

into the document.

To apply SilkPlan styles to an existing requirements document or template:

1 Open a document or template within MS Word.2 Click Tools>Templates and Add-Ins. 3 Click Attach, then navigate to segue_styles.dot.4 Select silkplan.dot, click Open, then click OK.5 Check Automatically update document styles to copy the SilkPlan styles

to your document, then click OK.

Note: you must manually apply the Segue styles to your existing requirements document.

Working with Segue Styles in Microsoft Word

After you load the Segue Styles, the Requirements toolbar is displayed. You can use the toolbar to apply Segue styles without having to scroll down the Microsoft Word Styles list. If you close the toolbar, you can reopen it by selecting View > Toolbars > SilkPlan.

There are nine styles supplied by the segue_styles.dot. You apply these styles to the paragraphs you want to save in the Test Management database. You cannot change the names of the Segue styles, but you can change font type, font size, color, etc. The SilkPlan styles are described in the table below.


7 CONFIGURING AND MANAGING REQUIREMENTSWhat to do next

For More Information...

After you have written requirements and applied the "seg_" styles, you can save requirements to the SilkPlan Test Management database and attach them to SilkTest plan files. For more information about working with requirements, see the SilkTest 6.5.1.1 online Help topics under Getting Started > About Test Management.

What to do next



Style name Describes Saved to the database For example

seg_title requirement’s title. This is the only mandatory style for a requirement.

128 characters Web Reporting

seg_desc description of the require-ment

1024 characters This requirement describes the inte-gration of the Style-Writer application with SilkPlan.

seg_risk risk of the requirement 50 characters High/Medium/Low

seg_priority priority of the requirement 50 characters 1/2/3

seg_c1 customized info saved to the database

50 characters OS/Browser


50 characters Component


50 characters Sponsor


50 characters Author










Enable applications If you are testing applications that use controls other than the Microsoft Foundation Class (MFC) library, you may need to enable support for the development language in which the controls were created. The installation program enables the development environment when it knows the test application’s underlying executable name. You might have to enable some applications yourself, for example, .NET applications, all stand-alone Visual Basic applications, ActiveX controls used outside the browser environment, and applications with embedded browser controls. For information about enabling applications, see the online Help.


