HP ALM User Guide

966 Pages·2017·5.91 MB·English

ALM
SoftwareVersion:12.55
User Guide
GotoHELP CENTERONLINE
http://admhelp.microfocus.com/alm
DocumentReleaseDate:March2018|SoftwareReleaseDate:March2018
Legal Notices
Disclaimer
Certainversionsofsoftwareand/ordocuments(“Material”)accessibleheremaycontainbrandingfromHewlett-Packard
Company(nowHPInc.)andHewlettPackardEnterpriseCompany. AsofSeptember1,2017,theMaterialisnowofferedby
MicroFocus,aseparatelyownedandoperatedcompany. AnyreferencetotheHPandHewlettPackardEnterprise/HPEmarks
ishistoricalinnature,andtheHPandHewlettPackardEnterprise/HPEmarksarethepropertyoftheirrespectiveowners.
Warranty
TheonlywarrantiesforproductsandservicesofMicroFocusanditsaffiliatesandlicensors(“MicroFocus”)aresetforthin
theexpresswarrantystatementsaccompanyingsuchproductsandservices.Nothinghereinshouldbeconstruedas
constitutinganadditionalwarranty.MicroFocusshallnotbeliablefortechnicaloreditorialerrorsoromissionscontained
herein.Theinformationcontainedhereinissubjecttochangewithoutnotice.
RestrictedRightsLegend
ContainsConfidentialInformation.Exceptasspecificallyindicatedotherwise,avalidlicenseisrequiredforpossession,useor
copying.ConsistentwithFAR12.211and12.212,CommercialComputerSoftware,ComputerSoftwareDocumentation,and
TechnicalDataforCommercialItemsarelicensedtotheU.S.Governmentundervendor'sstandardcommerciallicense.
CopyrightNotice
©Copyright2002-2018MicroFocusoroneofitsaffiliates.
TrademarkNotices
Adobe™isatrademarkofAdobeSystemsIncorporated.
Microsoft®andWindows®areU.S.registeredtrademarksofMicrosoftCorporation.
UNIX®isaregisteredtrademarkofTheOpenGroup.
OracleandJavaareregisteredtrademarksofOracleand/oritsaffiliates.
ALM(12.55) Page2of966
Contents
ALM 1
Part1:ALMBasics 19
Chapter1:ALMIntroduction 21
IntroducingALM 22
HowdoIgetstarted? 22
NewtoALM? 22
ALMProjects 23
UserPrivileges 23
ProjectHistoryManagement 23
DataImportfromMicrosoftWordandMicrosoftExcel 23
HowtoStartALM 24
HowtoResetYourPassword 26
HowtoViewAdministratorMessages 27
ALMCommonUserInterface 27
ALMCommonAreas 28
Masthead 28
Sidebar 28
PinnedItemsPanel 32
ToolsMenu 32
ALMFields 34
ALMIcons 35
UserPropertiesPage 36
ClearHistoryDialogBox 37
TaskManagerDialogBox 38
SendErrorDetailsDialogBox 40
Chapter2:ALMCommonFunctionality 41
ALMCommonFunctionalityOverview 42
HowtoDisplayALMData 42
WorkwithComplexFilters-Use-CaseScenario 44
HowtoModifyAttachments 46
HowtoLinktoAttachments 46
HowtoSearchandReplaceALMDataandtoUpdateMultipleRecords 46
HowtoGloballySearchALMData 47
HowtoSendInstantMessagesfromALM 48
ALMCommonFunctionalityUserInterface 49
AttachmentsPage 50
FilterDialogBox 53
FindDialogBox 64
ALM(12.55) Page3of966
UserGuide
GlobalSearchWindow 66
GlobalSearchTips 67
HistoryTab 70
ReplaceDialogBox 72
SelectAttachmentDialogBox 73
SelectColumns/SelectFieldsDialogBox 74
SelectFilterConditionDialogBox 76
SelectImageDialogBox 78
SendE-mailDialogBox 80
SetDefaultValuesDialogBox 84
SnapshotDialogBox 86
TextSearchPane 87
UpdateSelectedDialogBox 89
UsersListDialogBox 90
Chapter3:AlertsandFlags 93
AlertsOverview 94
FollowUpFlagsOverview 95
HowtoUseAlerts 96
AlertsandFlagsUserInterface 97
AlertsDialogBox 98
FlagForFollowUpDialogBox 99
Chapter4:FavoriteViews 101
FavoriteViewsOverview 102
HowtoUseFavoriteViews 102
FavoriteViewsUserInterface 103
AddFavoriteDialogBox 104
OrganizeFavoritesDialogBox 104
Chapter5:PinnedItems 107
PinnedItemsOverview 108
PinnedItemsPanel 108
Chapter6:VersionControl 111
VersionControlOverview 112
HowtoUseVersionControl 113
HowtoFilterbyVersionControlFields 115
Non-versionedFields 115
Moving,Copying,andDeletingChecked-outEntities 116
VersionControlUserInterface 117
VersionsMenuandButtons 118
VersionControlFields 119
CheckInDialogBox 121
CheckOutDialogBox 121
PendingCheckInDialogBox 122
ALM(12.55) Page4of966
UserGuide
VersionsTab 124
Chapter7:ALMEditions 127
ALMFunctionalitybyEdition 128
Part2:Management 135
Chapter8:ReleasesandCycles 137
ReleasesandCyclesOverview 138
HowtoUseReleasesandCyclesinALM 138
ReleasesandCyclesUserInterface 140
ReleasesModuleWindow 141
ReleasesModuleMenusandButtons 143
ReleasesModuleIcons 146
ReleasesModuleFields 147
NewRelease/ReleaseDetailsDialogBox 148
NewCycle/CycleDetailsDialogBox 150
ProgressTab 152
QualityTab 153
ConfigureOutstandingDefectsDialogBox 155
SelectCyclesDialogBox 156
SelectReleasesDialogBox 157
RescheduleRelease/Cycle/MilestoneDialogBox 158
Chapter9:ProjectPlanningandTracking(PPT)Releases 159
PPTReleasesOverview 160
HowtoWorkwithPPT 160
KPITypes 162
DefectContentIncludedinPPTReleaseScopeItems 163
PPTUserInterface 164
PPTFields 165
ReleaseScopeTab 166
NewScopeItem/ScopeItemDetailsDialogBox 169
NewMilestoneDialogBox 171
MilestoneScopeTab 172
KPIsTab 173
NewKPI/KPIDetailsDialogBox 176
ThresholdsPage 178
NewThresholdValueDialogBox 180
MasterPlanTab 181
MilestoneDetailsDialogBox 182
ScorecardTab 184
KPIDrillDownGraph 186
KPIDrillDownResultsDialogBox 187
ALM(12.55) Page5of966
UserGuide
BreakdownOverTimeGraph 189
ScorecardLayoutDialogBox 191
NewReleaseFromTemplateDialogBox 192
Chapter10:LibrariesandBaselines 195
LibrariesOverview 196
BaselinesOverview 196
PinnedTestSets 198
HowtoUseLibrariesandBaselinesinALM 200
LibrariesandBaselinesUserInterface 203
LibrariesModuleWindow 204
LibrariesModuleMenusandButtons 205
LibrariesModuleIcons 208
LibrariesModuleFields 209
NewLibrary/LibraryDetailsDialogBox 210
ContentTab 212
CreateBaselineWizard 213
BaselineVerificationPage 214
NewBaselinePage 215
CompareBaselinesToolDialogBox 215
CompareEntitiesDialogBox 218
ComparisonSettingsDialogBox 220
BaselinesTab 221
SelectBaselinesDialogBox 222
Chapter11:ImportedLibraries 225
ImportedLibrariesOverview 226
LibrarySynchronizationOverview 227
LibraryVerification 228
HowtoShareLibraries 229
ImportedLibrariesUserInterface 232
ImportLibraryWizard 233
SelectaBaselinePage 233
LibraryVerificationPage 234
SelectTargetRootFoldersPage 235
ImportedByTab 236
ImportedFromTab 237
CompareLibrariesToolDialogBox 238
LibraryVerificationDialogBox 241
TroubleshootingandLimitations 242
Part3:Requirements 243
Chapter12:IntroducingRequirements 245
ALM(12.55) Page6of966
UserGuide
RequirementsOverview 246
HowtoUseRequirementsinALM 246
Chapter13:RequirementsSpecification 249
RequirementsSpecificationOverview 250
HowtoCreateRequirements 250
RequirementsUserInterface 251
RequirementsModuleWindow 252
RequirementsModuleMenusandButtons 254
RequirementsModuleIcons 263
RequirementsModuleFields 265
RequirementDetailsPage 272
NewRequirementDialogBox 274
ConverttoTestsWizard 275
SelectAutomaticConversionMethodPage 276
ManualChangeConversionPage 277
SelectDestinationPathPage 278
Chapter14:RequirementsTraceability 281
RequirementsTraceabilityOverview 282
HowtoTraceRequirements 282
RequirementsTraceabilityUserInterface 283
RelationshipsTab 284
ImpactAnalysisTab 287
Chapter15:TraceabilityMatrix 289
TraceabilityMatrixOverview 290
HowtoUsetheTraceabilityMatrix 290
TraceabilityMatrixUserInterface 291
TraceabilityMatrixView 292
ConfigureTraceabilityMatrixWizard 296
DefineSourceRequirementsPage 296
FilterByLinkedRequirementsPage 297
FilterByLinkedTestsPage 298
FilterByLinkedTestConfigurationsPage 300
Chapter16:Risk-BasedQualityManagement 303
Risk-BasedQualityManagementOverview 304
HowtoAssessRisk 304
Risk-BasedQualityManagementUserInterface 306
RiskAssessmentTab 307
RiskAnalysisTab 311
GenerateReportDialogBox 316
Chapter17:BusinessProcessModels 317
BusinessProcessModelsOverview 318
BusinessProcessModelsFileImport 318
ALM(12.55) Page7of966
UserGuide
Re-importingmodels 319
BusinessProcessModelPaths 320
HowtoWorkwithBusinessProcessModels 320
LinkRequirementsandTeststoModelEntities 322
BusinessModelsModuleUserInterface 324
BusinessModelsModuleWindow 325
ModelAnalysisView 328
BusinessModelsModuleMenusandButtons 333
BusinessModelsModuleIcons 338
BusinessModelsModuleFields 339
ImportModelsDialogBox 341
MapImportedAttributestoUserFieldsDialogBox 343
ModelDetails/ModelActivityDetailsDialogBox 344
NewModelPath/ModelPathDetailsDialogBox 346
LinkageTab 348
RequirementsTreeandTestPlanTreePane 351
RepresentedItemsTab 352
Part4:LabResources 355
Chapter18:IntroducingLabResources 357
LabResourcesOverview 358
HowtoUseLabResourcesinALM 358
Chapter19:TestingHosts 359
TestingHostsOverview 360
Chapter20:AUT Environments 361
AUT EnvironmentsOverview 362
LinkAUT EnvironmentstoCDA 362
HowtoWorkwithAUT Environments 363
AUT EnvironmentsUserInterface 366
AUTEnvironmentsModuleWindow 367
AUT EnvironmentsModuleMenusandButtons 368
AUT EnvironmentsModuleFields 371
AUTEnvironmentsModuleIcons 372
AUT EnvironmentDetailsDialogBox 373
NewAUT EnvironmentDialogBox 374
AUT EnvironmentConfigurationDetailsDialogBox 374
NewAUT EnvironmentConfigurationDialogBox 375
NewAUT ParameterDialogBox 376
AUT ParameterDetailsDialogBox 377
LinktoCDADialogBox 378
ALM(12.55) Page8of966
UserGuide
Part5:TestPlan 381
Chapter21:IntroducingTestPlanning 383
TestPlanOverview 384
HowtoPlanTestsinALM 384
Chapter22:TestPlanSpecification 389
TestPlanSpecificationOverview 390
HowtoCreateTests 390
TestTypes 394
TestPlanUserInterface 396
TestPlanModuleWindow 397
TestPlanModuleMenusandButtons 400
TestPlanModuleIcons 409
TestPlanModuleFields 411
TestDetailsDialogBox 415
NewTestDialogBox 417
SortFoldersinTestPlanTreeDialogBox 419
PasteTests/FolderstoTargetProjectDialogBox 420
Chapter23:RequirementandTestCoverage 423
RequirementandTestCoverageOverview 424
HowtoCreateCoverage 424
RequirementandTestCoverageUserInterface 426
CoverageAnalysisView 427
ReqCoverageTab 428
AddConfigurationCoverageDialogBox 432
AddAdvancedCoverageDialogBox 433
BusinessModelsLinkageTab 433
TestCoveragePage 436
AnalysisSettingsDialogBox 440
CoverageAnalysisDialogBox 441
AddCriterionCoverageDialogBox 443
Chapter24:TestParameters 445
TestParametersOverview 446
HowtoUseTestParameters 446
TestParametersUserInterface 448
ParametersTab/ParametersDialogBox 449
NewTestParameter/TestParameterDetailsDialogBox 453
CalledTestParameters/ParametersofTestDialogBox 454
Chapter25:TestDesign 457
TestDesignOverview 458
TestAutomation 458
HowtoDesignTestSteps 459
DesignStepsUserInterface 462
ALM(12.55) Page9of966
UserGuide
DesignStepsTab/DesignStepDetailsDialogBox 463
TestScriptTab 468
SelectTestDialogBox 470
PasteDesignStepstoTargetProjectDialogBox 471
CriteriaTab 472
Chapter26:TestConfigurations 473
TestConfigurationOverview 474
DataforTestConfigurations 475
TestTypesandTestConfigurationDataAssociation 476
HowtoWorkwithTestConfigurations 476
HowtoAssociateStaticData 478
HowtoAssociateDynamicData 479
HowtoGenerateCombinationsforTestConfigurations 485
TestConfigurationUserInterface 493
TestConfigurationsTab 494
NewTestConfiguration/TestConfigurationDetailsDialogBox 496
DataTab: StaticView 497
DataTab:DynamicView 499
TestConfigurationSettingsTab 501
TestConfigurationsPane 502
TestConfigurationStatusTab 503
GenerateTestConfigurationDialogBox 504
MapParametersDialogBox 505
DataResourceSettingsDialogBox 507
TestCombinationsGenerator 509
ParameterValues 509
Combinations 511
Chapter27:SystemTests 513
SystemTestsOverview 514
HowtoCreateSystemTests 514
SystemTestUserInterface 515
TestScriptTab-SystemTests 516
Chapter28:LeanFTTests 517
LeanFTTestsOverview 518
HowtoCreateandImportLeanFTTests 518
CreateaLeanFT testmanually 518
ImportatestfromLeanFT 519
TestScriptTab-LeanFTTests 520
Chapter29:TestResources 521
TestResourcesOverview 522
EntityDependenciesOverview 522
HowtoUseTestResources 523
ALM(12.55) Page10of966