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SpiraTest Administration Guide

1. Sample User You can optionally enter a sample user and password to test that the user is correctly authenticated against the server You can update the LDAP configuration without setting this but if you do provide a sample user password it will not save the configuration unless the authentication succeeds If you choose to enter it the user s name should be the fully distinguished name of the user e g CN Sample User CN Users OU SpiraTest DC Inflectra DC Com 4 Excel Data Import The web based interface of SpiraTest is ideal for creating and managing requirements test cases and incidents for a new project However when migrating requirements test cases test steps and incidents for an existing project from another system or Microsoft Office document e g Excel it is useful to be able to load in a batch of artifacts rather than having to manually enter them one at atime To simplify this task SpiraTest comes with a Microsoft Excel data importer that can bulk load requirements test cases test steps and incidents from a populated Excel sheet into SpiraTest The Excel Importer template can be downloaded from the Downloads section of the Inflectra website as described in the Add Ons and Downloads section above Simply right click on the SpiraTest Excel Importer link and choose to download the spreadsheet to your local machine Once downloaded open up the spreadsheet in Microsoft Excel and choose to Enable M
2. To change the license key used by the system for example if to upgrade from Trial edition to Standard edition you do not need to reinstall SpiraTest All you need to do is simply change the information in the organization and license key text boxes to match the license key and organization name found in the customer area of our website hitp www inflectra com CustomerArea and click the lt Update gt button If there is an issue with the license key e g a trial version that is passed its expiration date or where the license key doesn t match the organization name an error will be displayed describing the specific issue with the information you entered If you are unable to get the system to work with the license key information please contact Inflectra customer support at support inflectra com 3 6 3 Email Settings This screen allows you to set both the delivery settings used to send email notifications from SpiraTest into your organization s email system and the URL that is displayed in the various email notifications to allow users to quickly access artifacts in the system Email Settings By default SpiraTest will use the default IIS SMTP Virtual Server to send outgoing email notifications to users in the system However it can also be configured to send emails through an external SMTP server directly This page allows you to change these mail server settings as well as specify the URL that is used to access Spirale
3. 3 2 4 View Edit Roles There are six 6 default project roles that a user may be assigned to a project with gt Project Owner the same rights as a Manager but in addition can access the project administration tools gt Manager can see all screens and add edit all artifacts but cannot access project administration tools gt Developer can see all screens but can only add edit incidents tasks and tests and change requirement coverage gt Tester can see all screens but can only add edit incidents and execute tests Note cannot delete incidents only a Manager can do that gt Observer can see all screens but cannot perform any write operations insert update delete gt Incident User can only view and edit incidents This user cannot even see the project s requirements tasks test cases or releases Note The System Administrator is automatically added to every project as a Project Owner and can never be removed as Project Owner made inactive or made a different role on the project You can make changes to the permissions associated with each of these default roles and also create as many additional roles as you like To customize the roles in your installation of SpiraTest simply click on the View Edit Roles link in the Administration sidebar navigation View Edit Roles Project Owner Can see all screens create modify all artifacts and can access the project administration to
4. A share located on another computer net A redirection to a URL e Local Path C Subversion Projects Inflectra Trunk F Browse F Script source access V Log visits W Read Index this resource Pluie ASP NET version F Directory browsing Virtual path I Spira Test Application Settings File location C Subversion Projects Inflectra Trunk Product Application name Spira Test Starting point lt Default We Spira Test i File creation date 3 20 2008 9 35 10 AM Execute Permissions Scripts only X ji File last modified 4 24 2008 12 18 08 PM Application Protection Medium Pooled Jnioe z r If ASP NET 2 0 is correctly configured you will see the ASP NET tab and it will list the ASP NET version as being 2 0 50727 as illustrated above If you don t see this tab you either don t have ASP NET configured or you have an earlier version of ASP NET v1 0 or v1 1 configured To configure ASP NET 2 0 for an existing IIS website you need to open up Windows Explorer and navigate to the folder containing the NET Framework So for example if you have NET Framework v2 0 installed you would navigate to C WINDOWS Microsoft NE T Framework v2 0 50727 Now you need to open up a Windows command prompt by clicking Start gt Programs gt Accessories gt Command Prompt This will open up the command prompt window v2 0 50727 Microsoft Windows XP Version 5 1 2600 Fle Edt View Favo
5. Bind Password The password of the user to log into the directory server as or leave blank for anonymous Attributes Login First Name The sttribute in LDAP holding the login name The sttribute in LDAP holding the user s e g uid or sAMAccountName for ActiveDirectory first name e g givenName A cs The sttribute in LDAP holding the user s The attribute in LDAP holding the user s middle last name e g sn initials e g initials Email Address The sttribute in LDAP holding the users email address e g mail Sample User You can optionally enter a sample user to authenticate When you click Update SpiraTest will try authenticating this user before it updates the LDAP configuration Swmpeuse o O Ey Sample Password O You need to fill out the various configuration settings for your LDAP server each of which is explained in more detail below gt LDAP Host This should contain the full URL needed to access your LDAP server It needs to include the protocol name LDAP or LDAPS depending on whether secure or not server name and any port number only needed if not using the default LDAP ports The LDAP LDAPS protocol name should be entered in upper case Base DN This should be the distinguished name of the object inside your LDAP server that contains the list of user accounts This varies by the type of LDAP server please consult your LDAP server documentation for more details Bind DN This
6. Cg Bie Action View Window Hep es ibpli f eb B C gt mu E Internet Infomation Services al INFLECTRASVROS local computer z i E Application Pools Curent Sessions Ho Web Sites E Web Service Extension Right click on the Default SMTP Virtual Server node and click on Properties Then select the Delivery tab on the dialog box that pops up Default SMTP Virtual Server Properties General Access Messages Delivery LDAP Routing Security m Outbound Eirst retry interval minutes Second rety interval minutes Third rety interval minutes Subsequent retry interval minutes Delay notification Expirahon timeout Now click on the lt Advanced gt button to bring up the advanced delivery configuration screen Advanced Delivery Ed Maximum hop count 15 Masquerade domain finflectra com Fully qualified domain name jinflectraswr03 Check DNS Smart host mail inflectra com Attempt direct delivery before sending to smart host I Perform reverse DNS lookup on incoming messages Cancel Help In this dialog box you should enter the following information gt Masquerade domain This is the domain name that you want emails from SpiraTest to look like their being sent from This is typically the domain name of your organization e g mycompany com gt Fully qualified domain name This is the fully qualified domai
7. Select the database to install on S p I ri a Tes t S The installer will now collect the information about your SQL Server database Please enter the name of the database server and the login password for a system administration account that will be used to create the database objects Server MYSERVER SQLEXPRESS Login fsa Password The installer will create the following new database PI Database SpiraTest For the Server box you need to enter the name of the Microsoft SQL Server instance that is running on your system the installer will default it to the hostname of the server which in many cases will be correct The easiest way to find out the database server name is to open up the SQL Server Administrative console typically by clicking Start gt Programs gt Microsoft SQL Server gt Enterprise Manager and look for the name of the server For SQL Server 2005 Express edition installations the Server name is usually the name of your computer followed by ASQLEXPRESS so for example if your computer is called MyComputer the server name would be MyComputer SQLEXPRESS Omitting the second part called the instance name would lead to a host not found error For the Login and Password fields you need to enter a SQL Server login that has Database Administrative DBA permissions Typically the login is called sa and the password will have been chosen by you during the installation of SQL
8. 1 Dec 2005 PR000003 Select Edit Copy Delete 1 This screen displays the list of projects in the system both inactive and active together with their website URL date of creation and active status Clicking on either the Select link in the right hand column or the name of the project will change the currently selected project to one clicked and any project specific administration tasks will be applied to this project To permanently delete a project you should click the Delete link to the right of the project details This is irreversible and will delete all the artifacts associated with the project If you want to temporarily delete a project simply set its Active flag to No instead To make a copy of a project to reuse its test cases releases list and requirements matrix simply click the Copy link to the right of the project Note that this will not make a copy of any historical information test runs or incidents You can filter the list of projects by either choosing an active status or entering a portion of the name web site or date into the appropriate text box When you click the lt Filter gt button the list of projects will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button In addition the list of projects is paginated into groups of ten 10 You can step through the different pages by clicking the page numbers at the bottom of
9. 5 1 2 Application Session Pooling Issues This issue will only affect Windows Server 2003 installations using IIS 6 0 With this release Microsoft introduced several new features into the IIS web server that affect how sessions and application pools are handled Most web hosting companies host multiple websites in the same application pool When resources are maxed out for an application pool IIS 6 starts to recycle these sites causing application variables to be lost for those recycled sites If you are experiencing application session loss symptoms then we would recommend asking your web hosting company to place you in your own application pool with all recycling options disabled and the recycle worker process set to recycle only once during the day at a set time To make these changes yourself you need to follow these steps T interne l Iinforn Labor Se dkk es rs his ah Cgc Click it and enter the name of your own application pool Add new application pool for SpiraTest Next choose your own application pool in the web site properties lowa asp Properties The designated directory E asel aed Ton errothrer to WP rist Click lt OK gt and you should now find that the issues with sessions disappearing has been corrected 5 2 Appendix B Using with SSL This section outlines how you can install a Secure Sockets Layer SSL certificate onto IIS to allow users to access SpiraTest via an encryp
10. NET components that allow IIS to access the NET framework have been correctly configured If you installed NET after IIS then ASP NET is typically configured for you but if you installed IIS afterwards then further manual steps may be necessary To verify that ASP NET has been correctly configured click on Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services to launch the IIS administrative console gt Internet Information Services gt amp m S gt mn l File Acton View Help E fg Internet Information Services B SANDMAN local computer Bustelp c windows help ishelp 2 Web Eg Scripts C Inetpub Scripts ce Default Web Site Lg _vti_bin C Program Files Common Files Micr Default SMTP Virtual Server Gig Printers C WINDOWS web printers Expand the name of the web server marked as local computer expand the Web Sites folder right click on Default Web Site and choose the Properties link This will bring up the IIS configuration dialog box with the Virtual Directory tab highlighted Then click on the ASP NET tab if it is listed SpiraTest Properties HTTP Headers Custom Emors ASP NET Virtual Directory Documents Directory Security When connecting to this resource the content should come from A directory located on this computer Micro
11. Server Note The current version of SpiraTest requires the use of a SQL Server administration login for this process The Database box is the name of the database schema that the installer will create inside SQL Server The default value is SpiraTest and will be set to read only unless you chose the Custom installation option Once you have entered the various pieces of information click lt Next gt The installer will attempt to connect to the database using the provided information and it will display an error message if any of the information is incorrect Assuming the information is correct the following screen will be displayed ie SpiraTest Setup Ready to Install The Setup Wizard is ready to begin the Typical installation spiraTest Click Install to begin the installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Click the lt Install gt button to actually begin the process of installing SpiraTest onto your system If you are installing SpiraTest onto Windows Vista then you will first be prompted by the Windows User Access Control UAC security system to confirm that you want to install a new piece of software Click the option that confirms you want to proceed with the install The installer will then display a progress bar that gradually fills as the installation proceeds iz SpiraTest Setup SET Wee Install
12. are listed by name along with their login email address and fully distinguished LDAP name DN Select the checkbox of any users you want to import and click lt Import gt to complete the operation These users can now login to SpiraTest and use their existing LDAP login and password information 3 2 2 Project Membership The following screen is displayed when you choose the Project Membership link from the Administration sidebar navigation Fred Bloggs fredbloggs Joe P Smith joesmith system Administrator administrator ProjectOwner This screen displays the name of the current project together with a list of all the users who are currently members of the project along with their currently assigned project role If you want to modify the membership for a different project simply click the Change Project link to be take back to View Edit Projects screen where you can select a different project To add a user to the project so that can access its information simply click the lt Add gt button and the new user membership form will be displayed below the user membership list User Membership Fred Bloggs ae Joe P Smith joesmith d j C System Administrator administrator Add User Membership User Bob Builder Choose the name of the user to add and the role you want him her to play Once you are satisfied click lt Insert gt to actually add the user or lt Cancel gt if you want to return back to t
13. be added to the list which you can now edit 3 4 Workflows Clicking on the Edit Workflows link in the Administration sidebar navigation brings up the list of defined incident workflows for the current project A workflow is a predefined sequence of incident statuses linked together by workflow transitions to enable a newly created incident to be reviewed prioritized assigned resolved and closed as well as to handle exception cases such as the case of a duplicate or non reproducible incident The workflow list screen for a sample project is illustrated below Edit Incident Workflows Sample Application One Change Project 7 ETI b g 7 a i 1 WOT want r at sab a 1 Thc Alark ar f j F LET a i E ETAS E rL Y Er j j Default Workflow E F wkoo0002 Steps Capy Delete Copy of Default Workflow I wko00005 Steps Copy Delete To modify the name default status notify and or active flags simply change the values in the appropriate text box radio button check box or drop down list and click the lt Update gt button To add a new workflow simply click the lt Add gt button and a new workflow will be created with the standard SpiraTest steps and transitions You can have as many workflows as you like in a project but only one can be marked as the default Each incident type is assigned to a workflow this allows you to have different incident types follow different paths from creation of closure However when a new
14. incident type is created it will be initially associated with the project s default workflow The steps and transitions that make up the default workflow are illustrated in the diagram below e ll The notify flag is used to tell SpiraTest whether that particular workflow should have email notifications turned on or off You define what transitions and which recipients should receive the emails in the workflow transition editor see below but you can globally turn on off notifications here as well This is useful if you find that the notifications are becoming an annoyance or if the email server is unavailable for a period of time Note You can only assign an active workflow to an incident type and similarly you cannot make a workflow inactive that is currently linked to an incident type This is important as all incident types need to be linked to an active workflow at all times 3 4 1 Edit Workflow Details Clicking on the lt Steps gt button of an inactive workflow brings up the following screen that lists all the workflow steps and workflow transitions that comprise the workflow View Edit Workflow Steps Copy of Default Workflow Change Project lt lt Back to Workflow List This displays all the incident status steps for this particular workflow Assigned Duplicate Incident Delete 18000011 Add Transition gt gt Duplicate Resolve Incident Delete gt gt Resolved Unable to Reproduce Delete gt gt N
15. please refer to the SpiraTesf User Manual instead 2 Installing SpiraTest This section outlines how to prepare your system for installation of SpiraTest how to actually install the software using the provided installation package and finally how to ensure that your web server is correctly configured to ensure secure operation The first sub section will outline what hardware and software configurations are supported and the exact installation sequence for Windows 2003 Windows Vista and Windows XP The second sub section will explain how to load the SpiraTest software onto the server and discuss common problems and solutions The minimum hardware and software requirements for running the SpiraTest system are Processor PC compatible with Intel Pentium P4 processor or equivalent Operating System Windows Server 2008 recommended Windows Server 2003 recommended Windows Vista Windows XP Professional Service Packs Windows Server 2003 SP2 Windows Vista SP 1 Windows XP Professional SP2 Database Microsoft SQL Server 2005 Microsoft SQL Server 2005 Express Edition Microsoft SQL Server 2000 Web Server Internet Information Services IIS 5 0 or higher ASP NET Web Extensions 2 0 or higher Web Browser Internet Explorer 7 0 recommended Internet Explorer 6 0 Mozilla Firefox 2 0 Opera 9 0 Apple Safari 3 0 Other Components Microsoft NET Framework 2 0 or higher Microsoft Excel 2003 optional Microsoft
16. taken to the workflow transition details screen View Edit Workflow Transition Resolve Incident WT76 lt lt Back to Workflow Steps List Assigned IS11 gt Resolve Incident WT76 Resolved IS12 Conditions The following users roles are allowed to execute this transition The detector of this Incident can execute The owner of this Incident can execute Users with the specified roles can execute Project Owner Manager Developer Tester Observer Incident User Notifications The following users roles are notified by email when this transition is executed The detector of this Incident is notified The owner of this Incident is notified The top part of the screen is the workflow browser which illustrates how the transition relates to the workflow as a whole It displays the current transition in the middle with the originating and destination steps listed to either side Clicking on either incident status name will take you to the appropriate workflow step details page This allows you to click through the whole workflow from start to finish without having to return to the workflow details page Each transition has a series of conditions which need to be satisfied for a user to actually execute the transition i e move the incident from the originating status to the destination status and a set of notification rules that allow you to specify who should get an email notification if the t
17. 00034 TestCase 12b TestCasse 000032 C e E e ee ee ee 000033 __iTestCase2a_ festCase PO 000035 ___ Test Case2 gt _ SC festCase Fo 00056 po TestStep Click here What we expect Somedata J J J J J T Pf TestStep Typeinthere More data 1 i 2 Le a ee ee ee Next you need to either enter the test cases test folders and test steps into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage test cases The sheet expects the test folders to be indented according to their hierarchical arrangement with the test cases arranged inside these folders and test steps listed under each test case Each entry needs to be designated as either a test case test folder or test step by choosing FOLDER Test Case or gt Test Step from the drop down list Each test step should be entered along with its description expected result and sample data The description is required and the other two are optional In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured in the application see section 3 4 Once you have entered all the test folders test cases and test steps click the lt Start Import gt button The Excel importer will now access the SpiraTest import web service and begin lo
18. 4 3 Edit Workflow Step When you click on the incident status name link from either of the previous screens you are taken to the workflow step details screen View Edit Workflow Step Assigned 811 lt lt Back to Workflow Steps List Assign Incident VWWT65 gt gt Duplicate Incident VWVT 0 Incident Fields The following Incident fields are active required at this step in the workflow Closed On Detected Release Type Detected By Owned By Priority Resolution Resolved Release Severity Verified Release The top part of the screen is the workflow browser which illustrates how the step relates to the workflow as a whole It displays the current incident status in the middle with the possible originating and destination transitions listed to either side Clicking on either workflow transition name will take you to the appropriate workflow transition details page This allows you to click through the whole workflow from start to finish without having to return to the workflow details page This page allows you to define the behavior of the various incident fields i e those that are a standard part of SpiraTest such as Priority and incident custom properties for this particular step in the workflow You can set each of the fields custom properties as being active and or required for each step in the workflow Note that you cannot set a field property as being required and inactive since this would prevent a us
19. E Microsoft MSDTC Expand the folders marked My Computer HKEY_ LOCAL_MACHINE SOFTWARE and Microsoft in turn and navigate to the folder marked MSDTC Click the lt Delete gt button on your keyboard and click lt OK gt on the confirmation box Now close the registry editor Now you need to click on Start gt Settings gt Control Panel gt Add or Remove Programs and click on the tab marked Add Remove Windows Components Windows Components Wizard Windows Components You can add or remove components of Windows XF To add or remove a component click the checkbox A shaded box means that onby part of the component will be installed To see what s included in a component click Details Components lia Accessories and Ltilities 18 0 MB Sa Fax Services F Indexing Service eS Intemet Explorer i SEY Intemet Information Services 115 Description Includes Windows Accessories and Utilities for your computer Total disk space required 56 3 MB Details Space available on disk 38370 1 MB Dont change any of the selected components but instead simply click the lt Next gt button The Windows installer will detect that the MSDTC is missing due to the registry change you made and will now reinstall it correctly Once this has finished reboot the system and you should now be able to access ASP and ASP NET applications from within IIS
20. Word 2003 optional Note that SpiraTest can be loaded onto either Windows Server or Professional editions provided that the IIS web server is installed and that SQL Server is available as a database engine However Windows Vista except Ultimate edition and Windows XP Professional and can only support a maximum of 5 concurrent user web sessions In general unless there are only going to be a couple of client machines hitting the server we recommend using Windows Server 2003 or 2008 2 1 System Prerequisites Assuming that you have already installed the appropriate version of Microsoft Windows onto your computer or that has been pre installed for you you need to then make sure that the various prerequisites have been correctly added to your installation before trying to install SpiraTest The SpiraTest installer will check to ensure that the various prerequisites are in place and will abort the install if any are missing indicating to the user what action needs to be taken We recommend that you install configure the prerequisites in the following order gt Install SQL Server 2005 or 2000 Install Internet Explorer 7 0 gt Ensure that IIS is installed gt Install the NET Framework v2 0 or later gt Ensure that ASP NET 2 0 is installed 2 1 1 Install SQL Server 2005 or 2000 Install the appropriate version of the database software following the instructions provided with the installation Note that during the ins
21. acros when prompted 4 1 Authenticating with SpiraTest When you first open the SpiraTest Importer Excel sheet you will see the Login window If this is not the first sheet that opens click on the LogIn tab to display it A e ie a Ph tt Welcome to Please enter the URL of the instance of SpiraTest you wish to upload to E T spiraTest tne RL prette tao hitp senamarneSparaT esi C User Name Administrata Excel Importer v1 3 0 Copyright 2006 2007 Inflectra Corporation inflectra oject List 1 Library Information System This page allows you to login to SpiraTest via Excel and choose the project that you want to import data into Enter into the Application URL textbox the web address that you use to access SpiraTest in your browser This is usually of the form http lt hostname gt SpiraTest Make sure that you remove any suffixes from the address e g Default aspx Then in the user name and password textboxes enter the user name and password that you normally log into SpiraTest with on the web Once you have entered this click the lt Load Projects gt button to load the list of projects that you are authorized to access Now select the project you re interested in from the drop down menu You are now ready to begin importing requirements test cases test steps and or incidents into the project 4 2 Importing Data 4 2 1 Importing Requirements To import requirements first
22. ading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 4 Importing Incidents To import incidents first you need to click on the Incidents tab in the Excel sheet Se spiraTest gt Start Import a Incident Import Project 1 Library Information System o Standard Fields S Type Status Priority Severity Name Description Resolution X pen ie SSN enben Oesrten me nen ace jes _ Bug 4 Fixed 4 Critical f2 High Fixed Bug Description of the fixed bug J S i Eacan yA ah Desc ion of the assed enhancement a Daaa ees T E oer T Lintaion e No Repoaucmie 1 Oaea iee Net epote ation Desena ofthe kamiafon o n O O a a ee Peete a eoe ae oe ae eee eon E T A a ee ee N afalen d Cab hi mi Next you need to either enter the incidents into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage bugs issues defects The sheet expects the incidents to be arranged in a list with a name description and optional resolution and closed date In addition to these three text fields you need to choose the type incident bug issue etc status new open assign
23. and Security Settings HE Your new certificate must have a name and a specific bit length S z Type a name for the new certificate The name should be easy for you to refer to and Name Spira Test Installation Development Server The bit length of the encryption key determines the certificate s encryption strength The greater the bit length the stronger the secunty However a greater bit length may decrease performance Bit length Server Gated Cryptography SGC certificate for export versions only Select cryptographic service provider CSP for this certificate Enter the name for the certificate typically this will contain the name of the organization purpose of the certificate and any other pertinent information that will help you distinguish it You should choose a bit length of at least 2048 bits and leave the other options unchecked unless you are using the server outside of the United States in which case you will need to choose the Server Gated Cryptography SGA option Click the lt Next gt button when you are finished IS Certificate Wizard Organization Information Your certificate must include information about your organization that distinguishes it from other organizations Select or type your organization s name and your organizational unit This is typically the legal name of your organization and the name of your division or department For further information consul certification authority
24. artup page 2 Bice Wee Fee ee or F mh Pages O Tea e Aw Windows Professional en ierat ei ee LL H a a a bi iS 54 Documentation Getting Started Your Welr arent Get ee niie Tie ij ml ieee hy haye a eel Biel age rili jiret jar pyar eee Fou Gan gi ma Us a on Let 1 tat eet aoe pling lo donee ie pour Web ile fom anolher machiee are S Cumes 1 tab T za E urre Emirs Tiy ns Wettor Constr bien P par Your Web a hae Het nm Pn la Ti LEW ir Ha ra 3 cmt ah fu Hivsing files os posetber ded eet ch pages Curreethy unig bissd rte t T OLATHE pian Sear mri ii ih A Comes t 2b j ch bhe le arhi donee in ee ieil Heh tne ihar hea i pie bronze rom Grterie Ai ws Oi bite oi lady amp RES lo IEE 3 1 ul Emiel Hian agern er ema a J fire whe LET i kalii aM mipri nien ar S i PP UE Be M n eS ie fer Merges rizen MEE aera 1 ar cE Lat See See Fertet illest Cares Installing ms hen how to unstell 15 add r Fiii AH bed chit eet nET arai boa gh a rEg C eming P Faeyr ee ee Pa ri fan Serene 3 Huj hh fram orun ahii Whal Lhaaaed 1 Hh mapatan cheney oO Sf pe on g SALEM BESETE is S a TATE pt ip ot Chock Site Sete wei DS Enplaene hora Eo ore CPs ee eek Bs ee Oe oe PP if Onis Docomen tics F trated etn a i inert omy If you don t see this page but instead see an IIS error page e g Internal Server Error 500 please refer to Appen
25. been correctly installed clicking lt Next gt will bring you to the next page in the installation wizard ie SpiraTest License Agreement End User License Agreement spiraTest ee Please read the following license agreement carefully INFLECTRA SOFTWARE END USER LICENSE AGREEMENT MPORTANT THIS SOFTWARE END USER LICENSE AGREEMENT EULA IS A LEGAL AGREEMENT BETWEEN YOU AND INFLECTRA READ IT CAREFULLY BEFORE COMPLETING THE INSTALLATION PROCESS AND USING THE SOFTWARE IT PROVIDES A LICENSE TO USE THE SOFTWARE AND CONTAINS WARRANTY NFORMATION AND LIABILITY DISCLAIMERS BY INSTALLING AND IQI THE GaETNAADE Vall ADE FMONFIONIAS WI IDO 9 I accept the terms in the License Agreement 9 I do not accept the terms in the License Agreement The next screen in the installation wizard outlines the SpiraTest End User License Agreement EULA Please read this carefully as it describes the legal contract between you the user of the software and Inflectra Corporation the developer and publisher Once you have read the agreement and understood your rights and obligations select the radio button marked I accept the terms in the License Agreement and click the lt Next gt button The following screen will be displayed iE Spira Test Setup Customer Information Please enter your customer information spiraTest User Name ioe Bloggs Organization Bloggs Corporation Must match the Organ
26. brary of available plug ins This page allows you to view the currently running plug ins the date that a synchronization was last performed and the status of that operation In addition you can force a particular plug in to perform a complete data synchronization by resetting its date of last sync Plug In ast Sync Date Status Operations J JiraDataSyne 2 Apr 2007 12 00 AM Success Refresh Force Complete Re Sync MsTfsDataSync 1 Apr 2007 12 00 AM Success Retresh Force Complete Re Sync RegProAdapter 3 Apr 2007 12 00 AM Failure Retresh Force Complete Re Sync In the example above we have three plug ins active with requirements being loaded in from IBM Rational RequisitePro and incidents being exported into JIRA and Microsoft Team Foundation Server The data of last sync and the status indicate if there are problems with the plug in The Refresh link allows you to refresh the status of a particular plug in to ensure that you are seeing the most up to date information In certain circumstances you may want to reset the date of last sync and force a particular plug in to examine all the records in the system to see if any were not synchronized clicking on the Force Complete Re Sync will achieve this The recommended procedure for forcing a re sync Is to temporarily stop the SpiraTestService background Windows service click the button to reset the last sync date and then start the service This will ensure that the resetting do
27. ce performance issues you can use the configuration options on this page to turn off rich text editing for just the test steps which causes the most performance issues or for both the test steps and for the various other description text boxes You can change this setting at any time but any existing formatted text will appear as HTML markup if you switch from rich text to back to plain text on an existing installation 3 6 2 License Details The license details page displays the information about the installed license for the particular instance of SpiraTest being used The information displayed includes the product name e g SpiraTest the license version e g v1 0 0 0 type of license in effect x user fixed x user concurrent demonstration enterprise etc the organization that the license belongs to the actual license key code and finally the number of users concurrently logged in This last piece of information is useful as it helps administrators track down how many licenses are currently in use A sample page is illustrated below License Details Product Name spiralest License Version v1 0 0 0 License Type Enterprise License Concurrent Users 1 Active View Active Sessions Expiration n a Organization Inflectra Corporation Note The license key and organization name must match that found in your Customer Home Fage If you do not already have a license for Spiralest you can purchase one online today
28. d Edit Notifications Users d View Edit Users S Project Membership S View Edit Roles amp Incidents S Edit Types Edit Statuses Edit Priorities S Edit Severities P Edit Workflows Custom Properties Edit Custom Properties Edit Property Values System License Details al Add Ons amp Downloads Z LOAP Configuration Releases Test Cases Edit Notifications Library Information System Change Project Requirement The following users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Test Case Notification Data Project Owner Manager Developer Tester Observer Incident User The following users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Incident Notification Data Project Owner Manager Developer Tester Observer Incident User The following users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Task Notification Data Project Owner Manager Developer Tester Observer Incident User The following users role
29. dix A Troubleshooting IIS to fix your IIS installation before following the rest of this installation guide 2 1 4 Install the NET Framework v2 0 or later On Windows Vista XP SP2 and 2003 Server SP2 installations Microsoft NET Framework v2 0 is usually installed as part of the factory configuration whereas earlier installations you typically need to manually add the components to the factory configuration To see which version of the Microsoft NET framework installed open up Windows Explorer and navigate to C WINDOWS Microsoft NET Framework and then the subfolders listed will indicate which version s of the framework you have installed 4 0 Microsoft NET a Framework NET Versions 1 0 1 1 2 0 I v1 0 3705 3 0 amp 3 5 are installed v1 1 4322 C v2 0 50727 3 v3 0 3 v3 5 To install the NET Framework launch Internet Explorer and enter the URL http Awww microsoft com netframework From this page there will be links to download and install the latest version of the NET Framework version 3 5 at time of writing Click on the option to download and install the NET Framework and follow the instructions provided Once you have completed the install verify that the installation was successful by looking in the Administrative Tools folder as illustrated above 2 1 5 Ensure that ASP NET is installed Now that you have both IIS and NET installed you need to make sure that the Active Server Pages ASP
30. e been correctly installed you are now ready to install SpiraTest onto your system To perform the installation you will need the installation package downloaded from the Inflectra website the name of the organization that the software is licensed to and the actual license key code which will be available in the customer area of the Inflectra website To start the installation double click on the SpiraTest installation package it will have a filename of the form SpiraTest vl x x x msi and the Windows Installer will display the following dialog box i SpiraTest Setup Welcome to the SpiraTest Setup Wizard The Setup Wizard will install SpiraTest v 1 0 2 0 on your computer Click Next to continue or Cancel to exit the Setup Wizard ON S m inflectra If you are upgrading from an earlier version of SpiraTest the dialog box will be similar except that it will instead let you know that you are upgrading from an existing version to the current one i SpiraTest Setup Welcome to the SpiraTest Setup Wizard The Setup Wizard will upgrade the version of SpiraTest on your computer to v1 0 2 0 Click Next to continue or Cancel to exit the Setup Wizard inflectra Ce Came In this instance the installer will update the program files on your computer and migrate your data into the new version seamlessly If for any reason you don t see the upgrade message and you have an existing installation don t continue but
31. e that you want the test run logged against the start and end dates of the test run the execution status a description of the actual result and finally the name of the test run in the legacy system spreadsheet this is optional so leave blank if you don t have an existing name Once you have entered all the test runs click the lt Start Import gt button The Excel importer will now access the SpiraTest import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 5 Appendices 5 1 Appendix A Troubleshooting If you receive the dreaded IIS 500 Internal Error or the Server Application Not Available webpage when you try and access SpiraTest for the first time there can be a myriad of causes However a good first place to look for the cause is inside the Windows Event Viewer which stores all errors raised in the system To open the Event Viewer click Start gt Settings gt Control Panel gt Administrative Tools gt Event Viewer This will open up the event viewer El Event Viewer Appicaiton Eror Records Security Audit Reconds System Dro Records Cutten Log Error Records Click on the Application and Sy
32. eb pages served by IIS using the HTTP protocol are unencrypted and as such the usernames and passwords used by SpiraTest to log into the application can be read by network sniffing tools If you are using SpiraTest purely within an intranet environment this may not be an issue However if you are externally hosting SpiraTest onto a publicly accessible website we recommend installing a Secure Sockets Layer SSL encryption certificate and restricting all web traffic to the secure HTTPS protocol instead For details on how to perform this task please refer to Appendix B Installing an SSL Certificate 3 System Administration Now that you have successfully installed SpiraTest this section of the guide outlines how to perform the typical system wide administrative tasks necessary for setting up projects in the system managing users and verifying the license information To perform these tasks you need to login to the system with a username that has System Administration permissions The special Administrator username is created by the installer for this very purpose You should initially login to SpiraTest with the username Administrator and the password PleaseChange It Is recommend that this password be changed as soon as possible to something that is secure yet memorable by clicking on the User Profile link see the SpiraTest User Manual for more details Once you have logged in as the Administrator you
33. ed etc priority critical high etc and severity critical high etc from the appropriate drop down lists In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured in the application see section 3 4 Once you have entered all the incidents click the lt Start Import gt button The Excel importer will now access the SpiraTest import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 5 Importing Test Runs To import existing test runs first you need to click on the Test Runs tab in the Excel sheet A B H AT Wien spiraTest gt Startimport i Test Run Import Project 2 Sample Application One 1 2 3 4 5 6 Fee 8 9 Next you need to either enter the test runs into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to track your test runs The sheet expects the test runs to be arranged in a list with the ID of the test case in SpiraTest that the run relates to the ID of the releas
34. ee ey 8 spirafest ee SpiraTest Administration Guide Version 2 0 Inflectra Corporation Date July 24th 2008 inflectraZ Contents 1 Introduction 2 Installing SpiraTest 2 1 System Prerequisites 2 2 Installing the Software 2 3 Security Considerations 3 System Administration 3 1 Projects 3 2 Users 3 3 Incidents 3 4 Workflows 3 5 Custom Properties 3 6 System 3 7 Add Ons and Downloads 3 8 LDAP Configuration 4 Excel Data Import 4 1 Authenticating with SpiraTest 4 2 Importing Data 5 Appendices 5 1 Appendix A Troubleshooting 5 2 Appendix B Using with SSL 5 3 Appendix C Sending Email through IIS 13 14 15 18 23 25 29 31 34 36 38 38 39 42 42 46 o1 1 Introduction SpiraTest provides an integrated holistic Quality Assurance QA management solution that manages requirements tests and incidents in one environment with complete traceability from inception to completion This administration guide outlines how to setup a working installation of the SpiraTest system and how to perform routine administrative tasks It assumes a basic understanding of how to setup and administer a Windows 2003 Server Windows XP workstation or Windows Vista workstation and also assumes that you have access to a valid Administrator level account For information on how to use SpiraTest to manage the quality assurance lifecycle of your project
35. elete the name of the property then click lt Update gt The system will automatically insert entries for newly added aliases and delete entries for those whose aliases are removed If you create a new custom property using one of the ten 10 list properties then initially there will be no list values defined and a user viewing the artifact will see an empty drop down list Therefore once you have defined custom list properties the next step is to define custom values for each of them This is described in the next section 3 5 3 5 2 Edit Property Values The following screen is displayed when you choose the Edit Property Values link from the Administration sidebar navigation Welcome System Administrator My Profile Administration Log Out My Page Project Home Planning Testing Tracking Reporting spiraTest amp Projects View Edit Projects Edit Property Values Library Information System Change Project Edit Notifications Incident LIST_02 Operating System v Value Display Name Active PV000009 Windows 2003 Yes a Project Membership Ep Active Sessions Windows Vista es v View Edit Roles Pv000011 Windows XP Yes PV000012 Windows 2000 Yes v PV000013 Windows NT 4 0 amp Users sa View Edit Users amp Incidents Edit Types sa Edit Statuses Edit Priorities The screen displays a list of all the defined property values for a specific custom list property for a
36. en will be displayed in the main pane The options available to you in the left hand navigation bar will vary depending on your level of administrative privileges If you have the system administration privilege granted then all the options will be available whereas if you are just a project owner only those options relating to managing a specific project will be available When you first install the system the three main tasks you will need to perform as the system administrator are creating editing projects creating editing users and then adding the users as members of the various projects These tasks typically need to be performed before any other users can use the system since there will be no logins or projects available other than the sample ones provided during the installation Each of the individual administrative options is described in turn below 3 1 Projects 3 1 1 View Edit Projects The following screen is displayed when you choose the View Edit Projects link from the Administration sidebar navigation View Edit Projects Project Name WebSite CreationDate Active Project Operations CO PR Legacy Application 1 Dec 2005 No PR000004 Select Edit Copy Delete Library Information System www libraryinformationsystem org 1 Dec 2005 PR000001 Select Edit Copy Delete Sample Application One www tempuri org 1 Dec 2005 PR000002 Select Edit Copy Delete Sample Application Two
37. er from ever updating the incident For example when an incident is in the New status you might make the owner field inactive since a detector shouldn t need to know who will ultimately own it when it gets to the Open status you might make the field active and when it gets to the Assigned status you might make it active and required This allows you to tailor the information gathered to the appropriate place in the workflow To actually make these changes all you need to do is select the appropriate checkboxes in the list of fields and custom properties and click the corresponding lt Update gt button 3 5 Custom Properties 3 5 1 Edit Custom Properties The following screen is displayed when you choose the Edit Custom Properties link from the Administration sidebar navigation Welcome System Administrator My Profile Administration Log Out My Page Project Home Planning Testing Tracking Reporting spiraTest amp Projects View Edit Projects Edit Custom Properties Library Information System Change Project sa Edit Notifications Property Name Type Display Name TEXT_01 Text URL TEXT _02 Text TEXT _03 Text TEXT_04 Text TEXT_05 Ted Edit Types Edit Statuses TEXT_06 Text Edit Priorities TEXT_07 Text Edit Severities TEXT_08 Text Edit Workflows TEXT_09 Text F Users View Edit Users sa Project Membership sa Active Sessions S View Edit Roles amp Incidents Cust
38. esn t happen mid sync 3 7 Add Ons and Downloads In addition to the web interface that is typically used to interact with SpiraTest there are a variety of downloadable tools and extensions that allow SpiraTest to be used in conjunction with other applications and also to enable the migration of data from other systems into SpiraTest To view the list of available add ons and downloads simply click the Add Ons and Downloads link in the Administration navigation sidebar and you will be taken to the following page on the Inflectra website Tools To Import Data From Other Systems icon Version Desciption romat SpiraTest Excel Data Importer Imports Requirements Test Cases and Incidents from existing Excel spreadsheets Compatible with SpiraTest v1 4 Migration Tool For HP Mercu ualityCenter 9 0 Imports complete projects requirements test cases test runs and defects from QualityCenter into SpiraTest Compatible with SpiraTest v1 4 Migration Tool For Mercury TestDirector 8 0 Imports complete projects requirements test cases test runs and defects from TestDirector into SpiraTest Compatible with SpiraTest v1 4 Add In For NUnit Automated Testing Framework Allows automated NUnit tests to report back execution status to mapped test cases in SpiraTest Compatible with SpiraTest v1 2 Extension For JUnit Automated Testing Framework Allows automated JUnit tests to report back execution status to mapped te
39. everities The process for changing each of these is described below 3 3 1 Edit Types The following screen is displayed when you choose the Edit Types link from the Incidents section of the administration sidebar Edit Incident Types Sample Application One Change Project T000009 ncident 1T000010 Default Workflow v Default Workflow v 1T000011 nhancement T000012 Issue 1T000013 raining 1T000014 imitation Default Workflow v Default Workflow v Default Workflow v Default Workflow v 1T000015 hange Request T000016 Risk Default Workflow Default Workflow v The screen displays a list of all the defined incident types for the current project By default the screen will be populated with the standard SpiraTest incident types To edit an existing incident type simply change the name associated workflow issue check box risk check box set a default type and or change the active flag then click lt Update gt You can t delete an existing incident type but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new incident type click the lt Add gt button and a new row will be added to the list which you can now edit The associated workflow drop down list allows you to specify which workflow the incident type will follow This is a very powerful feature since it allows you to configure different workflows for different
40. full Open up the Application and System event logs right click on the log name and choose Properties Make sure that both are set to overwrite events as needed If they are not set to overwrite as needed change the setting then manually clear both logs If the resolutions above were not able to resolve the issue please send an email to support inflectra com and include the error message from both the web page and the Windows Event Logs 5 1 1 Missing MSDTC Issue There is one common error that has been found with installations where Microsoft SQL Server 2000 or MSDE 2000 was installed after IIS was installed This typically affects only Windows XP Professional but could occur in other situations What happens is that the SQL Server installation inadvertently removes the Microsoft Distributed Transaction Coordinator MSDTC service from the system during the installation To determine if this is indeed the cause of the observed error you need to click on Start gt Settings gt Control Panel gt Administrative Tools gt Component Services Component Services _ eS eo File Acton View Window Help aa My Computer Ta y comp Components Legacy J Components COM Explorer FO OC Dead Letter Queue Listener P COM Utilities B IIS PET E Pooled Applications o IIS Utilities Ha System Application H E Running Processes Once the
41. given artifact type in the context of the current project By default the screen will initially be empty so the first thing you need to do is select the artifact type that you want to view edit the custom property values for e g select Requirement The second drop down list will then refresh itself with the names of the defined custom list properties for that artifact type both the physical name LIST _01 and the alias Difficulty Choose the appropriate custom list property from the list and the table will then automatically refresh to display the list of defined custom property values for that combination To edit an existing custom property value simply change the name in the textbox and click lt Update gt You can t actually delete an existing property value but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new property value click the lt Add gt button and a new row will be added to the list which you can now edit 3 6 System 3 6 1 General Settings The general settings page allows you to configure SpiraTest to better match your environment and setup In the current version you can configure the folder used to store document attachments and also the type of text editing for the longer descriptive text fields used in the application e g a test case s description General Settings This page allows you to modify the general Sp
42. he administration home page without making any changes Similarly to modify the role of a user assigned to the project simply change the role for that user s entry in the drop down menu and click the lt Update gt button To remove a user from the project simply check the box to the left of the user s name and click the lt Delete gt button Note that this only removes them from the project not the entire system 3 2 3 Active Sessions Often an administrator of the system will want to know how many users are currently logged into the system especially on installations licensed by concurrent user Clicking on the Active User Sessions administration option will display a list of all the users who currently have active sessions in the system Active User Sessions The following users currently have active sessions on this instance of SpiraTest System Administrator administrator 26 Apr 2008 2 08 PM US000001 End Session To end a users session please click on the appropriate End Session link above Each user is displayed along with their user ID and date of last logon The administrator is able to forcibly end a user s session using the End Session link to the right of their name Clicking this link will result in that user being logged out when they try and perform an operation in the system Warning You should make sure that the user is not actively using the system to prevent any unsaved data being lost
43. ht click on the Windows Installer package msi link illustrated above and download the package to your workstation Once downloaded please refer to the separate SpiraTest Migration and Integration Guide that outlines the process for installing and using the tool gt Integration Adapter for IBM Rational RequisitePro This application is an integration adapter that allows you to periodically load and update Requirements and Use Cases from Rational RequisitePro into SpiraTest To use the application you need to right click on the Windows Installer package msi link illustrated above and download the package to your workstation Once downloaded please refer to the separate SpiraTest Migration and Integration Guide that outlines the process for installing and using the tool gt Extension for JUnit Automated Testing This download Is a zip file zip containing an extension to the JUnit automated testing framework that allows you to mark JUnit test cases with special attributes that indicate that are to report their test run status back to SpiraTest Details on how to install and use this extension are provided in the separate Spiralest Automated Testing Integration Guide gt Add In For NUnit Automated Testing This download is a Windows Installer package msi containing an add in to the NUnit automated testing framework that allows you to mark NUnit test cases with special attributes that indicate that are to report their test run stat
44. ill operate or where the organizational entity resides Once you are finished click lt Next gt WS Certificate Wizard Certificate Request Ale Name Your certificate request is saved as a text file with the file name you specify Enter a file name for the certificate request File name c sandman_spiratest_bertreg bt Cancel Next enter the filename that you want to use for the certificate request file This is the file that you will send to the Certificate Authority CA to request an SSL certificate This filename should be memorable and describe what the certificate is for The file extension should be txt Click lt Next gt once you have finished entering the filename IIS Certificate Wizard Request File Summary You have chosen to generate a request file To generate the following request click Next File name c sandman_spiratest_certreg bt Your request contains the following information Issued To sandman Friendly Name Spira Test Installation Development Server Country ion US State Province Marland City Silver Spring Organization Inflectra Corporation Organizational Unit Sottware Development Cancel Finally you will get a confirmation screen that verifies the information you have entered If you want to make changes click the lt Back gt button otherwise click lt Next gt to actually generate the certificate Once finished you will now have the certificate request file that yo
45. incident status but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new incident status click the lt Add gt button and a new row will be added to the list which you can now edit The open check box allow you to specify if the incident status should be considered open or not which means it is would be eligible for display in the various sections of the user s home page and the project home page that list open incidents The default radio button allows you to specify which incident status should be the default for newly created incidents This is the status that a new incident will be set to when first created and acts as the first step in the incident workflow Note that you must have at least one active incident status and you cannot set an inactive status as the default 3 3 3 Edit Priorities The following screen is displayed when you choose the Edit Priorities link from the Incidents section of the administration sidebar Edit Incident Priorities Sample Application One Change Project IP000005 1 Critical sm5 IP000006 2 High E Yes IFoo0007 3 Medium 6d857_ Yes iPoooo08 Lo Yes The screen displays a list of all the defined incident priorities for the current project By default the screen will be populated with the standard SpiraTest incident priorities To edit an existing incident priority simply change
46. incident types i e a bug may follow a workflow geared to identification and resolution whereas a risk may only need a much simpler set of steps and actions The issue and risk check boxes allow you to specify if the incident type is an issue or risk type which means it is would be eligible for display in the issue or risk section of the project home page respectively The default radio button allows you to specify which incident type should be the default for newly created incidents This is the type that a new incident will be set to unless changed by the creator of the incident Note that you must have at least one active incident type and you cannot set an inactive type as the default 3 3 2 Edit Statuses The following screen is displayed when you choose the Edit Statuses link from the Incidents section of the administration sidebar Edit Incident Statuses Sample Application One Change Project As IS000009 IS000010 m 5000011 Assigned 5000012 Resolved ISO00013 Closed m 15000014 Not Reproducible 15000015 Duplicate 15000016 w m E The screen displays a list of all the defined incident statuses for the current project By default the screen will be populated with the standard SpiraTest incident statuses To edit an existing incident status simply change the name open check box set it as the default status and or change the active flag then click lt Update gt You can t delete an existing
47. ing SpiraTest spiraTtest Please wait while the Setup Wizard installs SpiraTest This may take several minutes Status Once the installation is complete the following message will be displayed ie Spira Test Setup Completing the SpiraTest Setup Wizard Click the Finish button to exit the Setup Wizard A inflectra mns d Congratulations You have successfully installed SpiraTest onto your system If you type http localhost SpiraTest into your browser you should see the SpiraTest login page as illustrated in the SpiraTest User Manual f for any reason you don t see the login page please refer to Appendix A Troubleshooting IIS or contact Inflectra Technical Support using one of the methods described at our website http www inflectra com Support 2 3 Security Considerations The Microsoft Internet Information Services IIS web server and SQL Server database are powerful tools to managing web based applications However it is important to make sure that they are correctly secured to prevent unauthorized access to applications being hosted on them This is a fast changing field and beyond the scope of this guide to address however we recommend reading the following article for details on how to secure IIS http www windowsecurity com articles Installing Securing IIS Servers Parti html In addition to the steps outlined in this article it is important to note that by default all w
48. ink in the right hand column of the project list box and you will be taken to the following screen that allows you modify the project details Add Edit Project Library Information System Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them Project Name Library Information System Sample application that allows users to manage books authors and lending records for a typical branch library Web Site http www libraryinformationsystem org Template Choose the default template will load the standard workflows and incident lists Choosing an existing project as the template will copy across that project s custom properties workflows and incident fields for use in the new project Active Project Yes v On this screen you can edit the name description website URL and active status Once you have made the necessary changes click the lt Update gt button to commit them If you decide that you want to ignore the changes click the lt Cancel gt button and the changes will be discarded 3 1 2 Edit Notifications The following screen is displayed when you choose the Edit Notifications link from the Administration sidebar navigation spiraTest Welcome System Administrator My Profile Administration Log Out My Page Project Home Administration gt Library Information System amp Projects S View Edit Projects
49. instead contact Inflectra customer support first This will ensure that your existing data is not overwritten by a clean install In either case click the lt Next gt button to start the installation wizard which will gather information from you regarding how you want to setup the system before actually installing the web server files and database components The next page of the installation wizard will display a list of all the required pre requisites and whether the installer could find them or not j SpiraTest Checking Prerequisites Verifying Prerequisites a E spiraTtfest _ aa Checking to make sure prerequisites installed The list of prerequisites is displayed below Please fix any errors before continuing with the installation Please cick on the details button to learn how to correct Microsoft Internet Information Services Web Server Microsoft ASP NET Web Server Extensions v2 0 50 Details Microsoft Distributed Transaction Coordinator MSDTC If any of the prerequisites were not correctly installed the installer will display a red cross icon next to the missing componeni s If this happens please refer to section 2 1 for installation of any prerequisites If for any reason you have the prerequisite installed but the installer was not able to find it this can occasionally happen on certain environments click the lt Ignore gt button to proceed with the installation Once the prerequisites have
50. iralest system settings Attachments Folder C Subversion Projects Inflectra Trunk Products and Services Qua The folder used to store file attachments e g C Program Files SpiraTest Attachments Rich Text Editing Use rich text editing for artifact descriptions Use nch text editing for test step list By default when SpiraTest is installed the document attachments uploaded in the system get stored inside the C Program Files SpiraTest Attachments folder located inside the main SpiraTest installation root However you may want to have the documents stored on a remotely mounted drive or on a different hard disk partition In which case you can simply change the folder pointed to in the text box illustrated above and then click Update to commit the change When editing certain text fields inside the system the user is presented with a rich text interface that allows them to set the formatting of the text using a toolbar BZ I Sample application that allows users to manage books authors and lending records for a typical branch library In addition this toolbar includes the option to insert bulleted lists tables links to other websites and other text effects However this functionality can cause certain pages in the application to load more slowly on some browsers e g Internet Explorer 6 0 or earlier especially on the test case details screen which has rich text editors for each of the test steps If you experien
51. is constantly evolving field and our suggestions are no substitute for an up to date understanding of the vulnerabilities inherent in deploying internet or web applications and Inflectra cannot be held liable for any losses due to breaches of security compromise of data or other cyber attacks that may result from following our recommendations The section of the manual that describes modifying the Windows System Registry Registry should only be attempted by experienced Windows administrators who are familiar with its organization and contents Inflectra cannot be held liable for any losses due to damage to the system registry made by inexperienced personnel SpiraTest and Inflectra are registered trademarks of Inflectra Corporation in the United States of America and other countries Microsoft Windows Explorer and Microsoft Project are registered trademarks of Microsoft Corporation All other trademarks and product names are property of their respective holders Please send comments and questions to Technical Publications Inflectra Corporation 10301 Julep Avenue Silver Spring MD 20902 U S A support inflectra com
52. ization name the License was issued to License Key PO You need to enter your full name the organization that was issued the software license and finally the full hexadecimal license key that was provided with the software Once you click lt Next gt the installer will verify that all three were entered and that the license key matches the product being installed and that it matches the organization name The installer will warn you of any discrepancies but will allow you to proceed however after installation the system will not operate until a correct license key is entered If for any reason you are unable to get the provided license key to work please contact Inflectra customer support immediately and they will resolve the issue After clicking lt Next gt you will be given the choice of installation to perform ie SpiraTest Setup Choose Setup Type Choose the setup type that best suits your needs spiraTest Typical Installs the most common program features Recommended for most users Custom Allows users to choose which program features will be installed and where they will be installed Recommended for advanced users Complete All program features will be installed Requires most disk space By default the installer will install all of the SpiraTest features onto the target system so we recommend choosing either a Typical or Complete install which will both install the complete sys
53. may be serving different customers organizations In this mode you need to fill out the Mail Server settings displayed on this screen gt Host Name The fully qualified name or IP address of the mail server should be entered in this text box e g mail inflectra com gt Port Number If you are using the standard SMTP port of 25 you can leave this blank otherwise enter the custom port being used gt User Name If your mail server requires authenticated email provide the name of a valid SMTP POPS3 mail username for the mail server gt Password If you provided a user name in the previous box then you need to enter the password for that SMTP POP3 mail account 3 6 4 Data Synchronization SpiraTest is capable of synchronizing its data with a variety of other systems including but not limited to requirements management systems and standalone bug tracking tools The various integration plug ins for SpiraTest are described more fully in the SpiraTest Migration and Integration Guide If you are synchronizing data between SpiraTest and one of these other systems you can click on the Data Synchronization administration page at any time and view a list of all the data synchronizations taking place together with the status and date time of last synchronization Data Synchronization Spiralest is able to communicate with a variety of external systems and applications using its background synchronization service and li
54. n name of the IIS server that SpiraTest is installed on e g iisserver mycompany com gt Smart host This is the fully qualified domain name of the SMTP mail server that will actually be used in delivering the emails e g mail mycompany com You will need to get the name of this from your IT personnel Once you have updated the settings click the various lt OK gt buttons and you should now see emails being delivered from SpiraTest Note the email address that is used as the from address for all emails generated by SpiraTest is the email address stored in the Administrator user s profile You should edit that user s account and make sure their email address is a valid email address in your environment Legal Notices This publication is provided as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability fitness for a particular purpose or non infringement This publication could include technical inaccuracies or typographical errors Changes are periodically added to the information contained herein these changes will be incorporated in new editions of the publication Inflectra Corporation may make improvements and or changes in the product s and or program s and or service s described in this publication at any time The sections in this guide that discuss internet web security are provided as suggestions and guidelines Internet security
55. need to click the Administration link above the main navigation bar This will display the Administration home page Welcome System Administrator My Profile Administration Log Out Help spiraTest My Page Project Home Requirements Releases Test Cases Incidents Reports Administration Role Project Owner Projects View Edit Projects View Edit Projects Edit Notifications aie banm Pe Operations View Edit Users Legacy Application 41 Dec 2005 No PR000004 Select Edit Copy Delete Project Membership S Active Sessions View Edit Roles Library Information System www libraryinformationsystem org 1 Dec 2005 Yes PR000001 Select Edit Copy Delete Sample Application One wwaw tempuri org 1 Dec 2005 Yes PR000002 Select Edit Copy Delete Sample Application Two 1 Dec 2005 Yes PR000003 Select Edit Copy Delete 1 amp Incidents Edit Types Clear Filters _ Edit Statuses Edit Pronties Edit Severities Edit Workflows amp Custom Properties Edit Custom Properties Edit Property Values amp System 2 General Settings License Details The Administration home page is divided into two main areas the left hand navigation bar that contains links to all the available administration options grouped under folders and the main pane that displays the available settings for the selected option By default the View Edit Projects administration scre
56. odify incidents and execute tests Note cannot delete existing incidents Project Admin No Active Artifact Permissions This role can perform the following operations on the various artifacts Requirement Test Case Incident Release Test Run Task Test Step Test Set EEEE EEE Domoa aa SS GS S 8 8 8 Dooe e a Note For Test Runs changing the Modify Delete and View permissions will not have any affect on the system You can edit the name description project admin and active flags and also specify the specific artifact level permissions associated with the role The project admin flag denotes whether this role has administration level access to the project for example the project owner role has this set by default The other permissions allow you to specify if a user can create modify delete or view each of the artifacts in the system If a user does not have view permissions for the artifact then the corresponding tab in the system will also be disabled Note The permission needed to execute a test case is the Create Test Run permission Test Runs cannot be modified so the Modify Delete View permissions will have no effect 3 3 Incidents In addition to being able to create custom properties and values for incidents same as for all artifacts in SpiraTest you can also change the values populated in many of the standard fields used in the incident tracker types statuses priorities and s
57. ols Manager Can see all screens and create modify all artifacts but cannot access project administration tools RxX000002 Developer Can see all screens but can only create modify incidents and tests and change requirement coverage RX000003 Tester Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents RX000004 Observer Can see all screens but cannot perform any write operations create modify delete RxX000005 Incident User Can only create modify view incidents This role cannot see a project s requirements test cases or releases RX000006 The screen lists all of the roles currently configured in the system both active and inactive together with the name description and an active flag You can create new roles by clicking the lt Add gt button which will create a new default role entry in the list You can edit the name description and associated permissions of a role by clicking on the appropriate Edit link You can delete an existing role by clicking the Delete link Note that you cannot delete any of the default roles but can instead make them inactive Clicking on the edit link will take you to the following screen View Edit Role Tester Please review the information listed below and make any changes if necessary Once you have finished click Update to confirm them Role Name Tester Description Can see all screens but can only create m
58. om Properties TEXT_10 Text Edit Custom Properties LIST_01 Difficulty Edit Property Values LIST_02 Requirement Type The screen displays a list of all the possible custom properties for a particular artifact type for the current project Each artifact type requirement test case etc can have up to ten 10 custom freetext properties and up to ten 10 list properties The freetext properties are ones where the user can enter any textual data they like so typically it is useful for notes comments and other freeform fields where the range of inputs is not known ahead of time The list properties are ones where you want the user to pick the value from a predefined list of options defined by you ahead of time Initially the screen will default to showing the existing custom properties for a project s Requirements to change the list to a different artifact type e g Incidents all you need to do is change the artifact type in the drop down list This will refresh the list to show the custom properties for that artifact type To add a custom property to an artifact all you have to do is enter an alias name for the custom property from one of the twenty 20 available entries in the list and click the lt Update gt button Any entry that has a defined alias will be displayed on that artifact s details page To remove an existing custom property for an artifact again all you need to do is click on the alias text box for that entry and d
59. ormation Services If you don t see this icon then it means that you need to add IIS to your computer ES Component Services m Computer Management Data Sources ODBC Event Viewer Local Security Policy Microsoft NET Framework 1 1 Configuration Ce ee Indicates IIS is installed services Internet Information Services DE a r D a Server Extensions Administrator MetaEdit 2 2 2 To install IIS you need to click Start gt Settings gt Control Panel gt Add or Remove Programs then choose the option to Add Remove Windows Components as illustrated below Windows Components Wizard Windows Components You can add or remove components of Windows XP To add or remove a component click the checkbox A shaded box means that only part of the component will be installed To see whats included in a component cick Details DUME 13 5 MB 2 0 MB 0 0 MB a7 MA Ee Desonption Includes Windows Accessones and Utilities for your computer Total disk space required 56 3 MB Space available on disk 386932 MB Check the box marked Internet Information Services IIS and click the lt Next gt button to install the missing Windows components Once the installation has completed IIS will now be installed on your system To verify that this is the case type http localhost into the address bar of Internet Explorer on your computer You should see a screen either displaying a webpage or the initial IIS st
60. ot Reproducible Closed Reopen Incident Delete 18000013 Add Transition gt gt Reopen Duplicate Reopen Incident Delete 15000015 Add Transition gt gt Reopen New Default Assign Incident Delete 18000009 Add Transition gt gt Assigned Review Incident Delete gt gt Open Not Reproducible Reopen Incident Delete 15000014 Add Transition gt gt Reopen Open Assign Incident Delete 15000010 Add Transition gt gt Assigned Duplicate Incident Delete gt gt Duplicate This page lists in the left most column all the various incident statuses defined for the project The next column lists all the possible transitions that can occur from that status In addition with each transition is listed the name of the resulting destination status that the transition leads to E g from the assigned status depending on your role see later you can move the incident to either duplicate resolves or not reproducible depending on which transition the user takes Clicking on the name of a step or transition takes you to the appropriate details page see below where you can set the properties of the step or transition respectively To delete an existing transition simply click the lt Delete gt button after the transition name and to add a new transition click the lt Add Transition gt button in the Operations column 3 4 2 Edit Workflow Transition When you click on the transition name link from the previous screen you are
61. ransition is executed Both the conditions and notifications allow you to set three types of user role The detector of the incident can be allowed to execute the transition and or be notified when the transition occurs For example when an incident is marked as Resolved the detector should be the only one who s allowed to move it to Closed Similarly when an incident is moved from Assigned to Resolved the detector should probably be notified so that he knows to log in and verify that it has been resolved satisfactorily gt The owner of the incident can be allowed to execute the transition and or be notified when the transition occurs For example when an incident is marked as Assigned the assigned owner should be the only one who s allowed to move it to Resolved Similarly when an incident is moved from Open to Assigned the owner should probably be notified so that he knows to log in and begin resolving the incident gt A user with a specified role can be allowed to execute the transition and or be notified when the transition occurs regardless of whether they are the detector or owner For example a user with role Manager might want the power to close all incidents regardless of ownership status and might also want to be notified when any incident is marked as Not Reproducible You can set any of these conditions by changing the drop down list and or check boxes and clicking the appropriate lt Update gt button 3
62. rs don t attempt to access the website over the unencrypted HTTP protocol From the IIS properties dialog box click the button marked lt Edit gt under the Secure Communications heading Secure Communications Require secure channel SSL L Require 128 bit encryption Client certificates gnore client certificates Accept client certificates Require client certificates L Enable client certificate mapping Client certificates can be mapped to Windows user accounts This allows access control to resources using client certificates Enable certificate trust list Curent ETL Check the box marked Require secure channel SSL and click the lt OK gt button You have now successfully configured IIS for secure HTTPS data transmission 5 3 Appendix C Sending Email through IIS This section outlines the steps that you need to take to configure your IIS web server to send email notifications from SpiraTest Since email configurations can vary greatly between environments please check with your local IT personnel for the correct settings that should be used This section assumes that you have an SMTP mail server available on your network that is capable of relaying the email from the IIS server First open up the Internet Information Services IIS Manager on your server and expand the Default SMTP Virtual Server node D Intervet Information Services 115 Manager
63. rtes Took Help lt C gt Copyright 1985 2661 Microsoft Corp tack X gt a S P Search H Folders fi C Documents and Settings Adam Sandmandcd C WINDOWS Microsoft NET Framework vu2 me gt PEAN NE n y ESEN x e CADH Pi ia tia d c EJ co C WINDOWS Microsoft NET Framework v2 6 5072 7 gt aspnet_regiis exe i Folders Name O Meda a 91033 4 Microsoft NET CD ASP NET ClientFies 4 Framework ASP NETWebAdmin v1 0 3705 Cd CONFIG v1 1 4322 en 4 v2 0 50727 MSBuild 1033 MUI ASP NETClientFies Co RedistList ASP NETWebAdminFiles Temporary ASP NET CONFIG h _DataOracleCientPe en _DataOracleCientPe MSBuild n _DataPerfCounters Mu _DataPerfCounters i RedistList L _dataperfcounters _ Temporary ASP NET Fies _dateperfcounters v3 0 h NetworkingPerfCoi mW a m 5 210 objects Disk free space 18 3 GB 68 0 MB My Computer Now change the directory in the command window to the folder name in windows explorer i e type CD C WINDOWS Microsoft NET Framework v2 0 50727 where the version number matches the version number of the framework you have installed Once you have changed the directory to the appropriate folder simply type aspnet _regiis exe i to configure ASP NET You can now verify that ASP NET has been installed by checking the IIS management console as described above 2 2 Installing the Software Now that all the prerequisites hav
64. s link from the Administration sidebar navigation View Edit Users import Users From an LDAP Server FirstName M LastName UserName Admin Active User Operations eee us Fred Bloggs fredbloggs No US000002 Edit Joe P Smith joesmith No US000003 Edit Roger Q Ramjet rogerramjet No US000004 Edit System Administrator administrator Yes US000001 1 This screen displays the list of users in the system both inactive and active together with their first name middle initial last name username login administrative permission status and active Status You can filter the list of users by either choosing an administrative active status or entering a portion of the first name middle initial last name or username into the appropriate text box When you Click the lt Filter gt button the list of users will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button In addition the list of users is paginated into groups of ten 10 You can step through the different pages by clicking the page numbers at the bottom of the user list To add a new user to the system simply click the lt Add gt button at the bottom of the user list and a new screen will be displayed that allows you to enter the new user information Add Edit User New User Please review the information listed below and make any changes if necessary Once you have finished click Update Insert
65. s Web site Organization Inflectra Corporation Organizational unit Software Development lt Back Nest Cancel Now enter the organization and organizational unit name that best describes who is requesting the certificate Click lt Next gt when you are finished IIS Certificate Wizard Your Site s Common Name Your Web site s common name is its fully qualified domain name Type the common name for your site f the server is on the Intemet use a valid DNS name if the server is on the intranet you may prefer to use the computer s NetBIOS name F the common name changes you will need to obtain a new certificate Common name Next enter the common name for the web site that will be using the certificate For a website that will be accessed across the Internet this should the fully qualified domain name e g www mysite com whereas for a website that is limited to a local intranet the computer name will suffice e g myhost Click lt Next gt when you are finished IIS Certificate Wizard Geographical Information The certification authority requires the following geographical information County Region US United States State province Marland City locality Silver Spring State province and Citylocality must be complete official names and may not contain abbreviations Next enter the country region state province and city locality that best describe where the web server w
66. s are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Notification Data Project Owner Manager Developer Tester Observer Incident User Help Role Project Owner This screen displays a list of the notification options that are active for the current project The options are broken down by each of the artifact types that support notifications requirements test cases incidents tasks For each artifact you can specify who gets an email notification when the artifact is first created and or updated In the case of Incidents these notification options are only used when the incident is first created or when the incident is reassigned without a status change Changes to the status of an incident are determined separately by the currently active workflow transition see section 3 4 2 for more details Notifications can be send to the person who s listed as the creator author detector of the artifact the first row the person who s listed as the owner of the artifact the second row and users that are members of a specific project role third row Once you have made the necessary changes clicking lt Update gt will commit the changes to the project s notification options 3 2 Users 3 2 1 View Edit Users The following screen is displayed when you choose the View Edit User
67. should be the distinguished name of the user inside your LDAP server that will be used to authenticate against when importing users If not provided SpiraTest will try and authenticate with the LDAP server anonymously Bind Password The is the password of the user specified in the Bind DN field above Login Attribute When SpiraTest imports users from the LDAP server it needs to know the user attribute inside the LDAP server that it should use to generate the SpiraTest user name For most LDAP servers the appropriate attribute would be uid However for Windows ActiveDirectory the attribute sAMAccountName should be used instead First Name Attribute Providing this optional attribute will allow SpiraTest to automatically populate the first name field of the imported user instead of simply using the username as a placeholder Last Name Attribute Providing this optional attribute will allow SpiraTest to automatically populate the last name field of the imported user instead of simply using the username as a placeholder Middle Initial Attribute Providing this optional attribute will allow SpiraTest to automatically populate the middle initial field of the imported user instead of simply leaving it blank Email Address Attribute Providing this optional attribute will allow SpiraTest to automatically populate the email address field of the imported user instead of simply using the username spiratest com as a placeholder
68. st cases in SpiraTest Compatible with SpiraTest v1 2 Adapter for IBM Rational RequisitePro Synchronizes requirements and use cases in RequisitePro with requirements and test cases in SpiraTest Compatible with SpiraTest v1 4 From this screen you can right click and download a variety of tools that can be used to accomplish different tasks with SpiraTest Each of these is described separately below gt SpiraTest Excel Data Importer To simplify the task of loading data from legacy systems SpiraTest comes with a Microsoft Excel data importer that can bulk load requirements test cases test steps and incidents from a populated Excel sheet into SpiraTest This tool is described in more detail in section 4 gt Migration Tool for HP Mercury QualityCenter 9 0 This application is a data migration tool that allows you to migrate an existing testing project from HP Mercury QualityCenter into SpiraTest To use the application you need to right click on the Windows Installer package msi link illustrated above and download the package to your workstation Once downloaded please refer to the separate SpiraTest Migration and Integration Guide that outlines the process for installing and using the tool gt Migration Tool for HP Mercury TestDirector 8 0 This application is a data migration tool that allows you to migrate an existing testing project from HP Mercury TestDirector into SpiraTest To use the application you need to rig
69. st when clicking on a hyperlink in an email notification Web Server URL htto inflectrasvr01 SpiraT est The base URL used to access SpireaTest e g http imyserverSpiraT est Mail Server Please leave the following fields empty if you want to use the default IIS SMTP Virtual Server recommended Host Name mail inflectra com The SMTP host name of your mail server leave blank to use default Port Number 05 The SMTP port number to use default is 25 User Name sampleuser If you use authenticated SMTP to send email enter your username Password If you use authenticated SMTP to send email enter your password To change the URL that is displayed in the various email notifications to point to the actual address of the SpiraTest web server all you need to do is enter the base URL in the web server url text box and click the Update button to commit the change By default SpiraTest will use IIS to deliver the email notifications In this mode SpiraTest simply drops the email notifications into the C InetPub Mailroot Queue folder and the IIS SMTP Service will then deliver the messages according to its settings assuming the SMTP Service is running The process for configuring IIS to send emails is described in more detail in Appendix C However you can also configure SpiraTest to directly send the emails to an SMTP server bypassing IIS completely This is often needed for hosted environments where a single web server
70. stem folders in turn and look for errors raised by MSSQLSERVER SpiraTest DCOM ASPNET or IIS Click on the error message and copy the text of the message into a text editor e g Notepad Before contacting Inflectra customer support with the specific error message here are a couple of common causes for the above errors together with the appropriate resolutions gt The ASP NET process account has been disabled Go to Start gt Control Panel gt Administrative Tools gt Computer Management and launch the Windows computer management console Expand Local Users and Groups gt Users and then double click on the ASPNET account Make sure that the ASPNET user is not disabled If you are using Windows 2003 Server the ASPNET user is set per application pool and typically is set to the built in NETWORKSERVICE account so this won t apply gt The ASP NET process account does not have sufficient permissions Right click on the C WINDOWS Microsoft NET Framework v2 0 50727 folder and any other versions of NET that are listed and make sure that the ASPNET NETWORKSERVICE and LOCALSERVICE accounts are all listed with Full Control If that doesn t fit the issue and you are using Windows 2003 Server open up the IIS manager and right click on the Application Pool that SpiraTest is running under and make sure that the identity listed has Full Control permissions on the same folders gt The Windows Event Log is
71. t will then query your corporate LDAP server for the password information reducing the number of passwords a user needs to remember Please see the sections on Importing LDAP Users and LDAP Configuration for more details 3 2 1 1 Importing LDAP Users If your organization already has an LDAP compatible user management system in place e g Windows Active Directory Novell eDirectory OpenLDAP IBM Tivoli etc then instead of having to manually enter users one by one into SpiraTest you can simply import them from your LDAP Server Before doing this however you need to first setup the LDAP configuration see the section on LDAP Configuration below Once you have setup your LDAP server configuration in SpiraTest clicking on the Import Users From and LDAP Server will bring up the following screen Import Users from LDAP Server Using the current LDAP configuration the following new users are available for import into SpiraTest Please mark the ones you d like to import then click the Import button Henry Ford henryford Henry Ford CN Henry Ford CN Users CN SpiraTest O Inflectra C US NigelMansell nigelmansell Nigel R Q Mansell nmansell spiratest com CN NigelMansell CN Users CN SpiraTest O lInflectra C US sysadmin sysadmin sysadmin spiratest com CN sysadmin CN Users CN SpiraTest O Inflectra C US This screen lists all the users available in the LDAP server that have not been already imported into SpiraTest The users
72. tallation make sure that you choose Mixed Mode authentication This will allow you to log in to the database using both Windows Integrated Authentication Windows Logins and using SQL Server login password authentication SQL Server Logins This is important as SpiraTest uses a SQL Server Login to access the database We recommend SQL Server 2005 Express Edition for most users This free version of SQL Server will offer sufficient performance for most installations and can be easily downloaded from the Microsoft web site at http msdn microsoft com vstudio express sql register default aspx 2 1 2 Install Internet Explorer 7 0 Install the appropriate version of the browser following the instructions provided with the installation You are free to use Internet Explorer Mozilla Firefox Apple Safari or Opera with SpiraTest Other browsers Netscape Konqueror etc may work with SpiraTest but they have not been exhaustively tested for compatibility by Inflectra 2 1 3 Ensure that IIS is installed On Windows Server installations IIS is usually installed as part of the factory configuration whereas on Windows Vista and XP installations you typically need to manually add the components to the factory configuration To check if you have IIS installed click Start gt Settings gt Control Panel gt Administrative Tools Under the Administrative Tools folder you should see an icon for Internet Inf
73. ted protocol so that usernames passwords and sensitive project data cannot be sniffed across the network This is especially important if your web server is being accessed across the Internet This section assumes that you already have a Certificate Authority CA available to generate an SSL certificate for you This can either be a third party provider e g Verisign or a tool used to generate self certificates that can be used internally to your organization e g the IIS Certificate Server that ships with Windows 2000 Server and Windows Server 2003 For more information on the differences between these two options please read the following documents http www microsoft com technet prodtechnol WindowsServer2003 Library IIS 8d3bb71a 0a7t 443f 8084 908d0dab9caa mspx mir true installing self or third party certificate on Windows Server 2003 http www somacon com p42 php installing self certificate on Windows XP Once you have decided how you will generate the certificate you next need to generate the request for the certificate from your web server First click Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services to bring up the IIS management console gt Internet Information Services File Action View Help El AB eZ gt mn C a Internet Information Services Name Pa
74. tem For advanced users who want to change the folder to which the system is installed by default itis C Program Files SpiraTest change the name of the database created by default it will be SpiraTest or to prevent the installation of the optional web services data integration modules you can choose the Custom option which allows you to change those settings prior to installation This manual assumes that the Typical Complete option is chosen in which case the following screen is displayed ie SpiraTest Select A Virtual Directory aes Tiap Select the web site virtual root Sp I r a Tes t This will install SpiraTest in the following virtual directory To install to this virtual directory dick Next To use a different virtual directory enter the name below Virtual Directory SpiraTest This screen allows you to change the name of the web site URL that will be user to access the system By default users would need to type into their browsers http lt server name gt Spira lest Should you want to have a different name other than SpiraTest change the name in the Virtual Directory box otherwise simply accept the default name and click lt Next gt Note The installer will check to make sure that the name you have chosen is not already in use and will warn you if it is Upon clicking lt Next gt you will be taken the database connection screen ie Spira Test Select A Database aes
75. th E S SANDMAN local computer A 11SHelp c windows help jishelp El Web scripts C Inetpub Scripts a Eu E vti_bin C Program Files Common Files Micr Edp Default SMTP Virtual Server e printers C WINDOWS web printers Now right click on the Default Web Site and choose Properties then click the Directory Security tab Default Web Site Properties ISAPI Fitters Home Directory j Documents Directory Security HTTP Headers Custom Errors Server Extensions Anonymous access and authentication control Enable anonymous access and edit the bo authentication methods for this resource el ma IF address and domain name restrictions Grant or deny access to this resource using IP addresses or internet domain names Secure communications Require secure communications and 7 enable client certificates when this Tesource is accessed Now click the button marked Server Certificate click lt Next gt and choose the option marked Create a new certificate and click lt Next gt You can then choose to either prepare the certificate request and sent it later or to send the certificate request immediately to an online CA If you are using a third party CA and are connected to the Internet choose the second option otherwise choose the first option IIS Certificate Wizard Name
76. the name color and or change the active flag then click lt Update gt Note that you can either enter the hexadecimal RRGGBB code for the color or use the pop up color picker You can t delete an existing incident priority but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new incident priority click the lt Add gt button and a new row will be added to the list which you can now edit 3 3 4 Edit Severities The following screen is displayed when you choose the Edit Severities link from the Incidents section of the administration sidebar Edit Incident Severities severity Display Name lor 1v000005 Critical C ivoo0006 Hi 956 1vo00007 3 Medi C v000008 The screen displays a list of all the defined incident severities for the current project By default the screen will be populated with the standard SpiraTest incident severities To edit an existing incident severity simply change the name color and or change the active flag then click lt Update gt Note that you can either enter the hexadecimal RRGGBB code for the color or use the pop up color picker You cant delete an existing incident severity but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new incident severity click the lt Add gt button and a new row will
77. the project list To add a new project to the system simply click the lt Add gt button at the bottom of the project list and a new screen will be displayed that allows you to enter the new project information Add Edit Project New Project Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them a ER ee o TTTTTC_____C dF Template Default Based on Existing Project Choose the default template will load the standard workflows and incident lists Choosing an existing project as the template will copy across that project s custom properties workflows and incident fields for use in the new project Active Project Yes v You need to enter a name for the project which cannot be the same as any already in use together with an optional description and or web site URL You should initially make sure that the project is marked as Active In addition you can choose to either use the default template or to use an existing project as the template Using an existing project as the template will copy across the workflows user membership custom properties and other configuration settings that you want to reuse in the new project Once you are satisfied with the information click the lt Insert gt button to actually create the new project In a similar way to edit the details of an existing project simply click the Edit hyperl
78. to confirm them First Name Middle Initial User Name Email Address fo O System Administrator Active User LDAP Managed User LDAP DN CT i Change Password New Passwort id Confirm Password In a similar way to edit the details of an existing user simply click the Edit hyperlink in the user list box and you will be taken to the following screen that allows you modify the user details Add Edit User Fred Bloggs Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them First Name Middle Initial Last Name Bloggs User Name fredbloggs Email Address fredbloggs spiratestcom System Administrator No Active User Yes v L LDAP Managed User Change Password New Password Confirm Password On this screen you can edit the first name middle initial last name username email address system administration status and active status Once you have made the necessary changes click the lt Update gt button to commit them If you decide that you want to ignore the changes click the lt Cancel gt button and the changes will be discarded Note In the edit mode you also have the option is specifying that a user is an LDAP Managed User In this mode you enter the fully Distinguished Name DN for that user in your corporate LDAP server and provide no password SpiraTes
79. u can send to the Certificate Authority CA to process your request Once the CA has processed your request they will send back the actual SSL certificate that you can install onto your web sever The next steps will describe how to install the certificate once you receive it back from the CA Once you have received the SSL certificate back from the CA save the file onto your hard disk with the file extension cer Now open up the IIS management console as described above right click on the Default Web Site icon and choose Properties Now select the Directory Security tab and click the button marked lt Server Certificate gt under the heading Secure Communications When the dialog box appears choose the second option to process an existing request This will bring up the following dialog box IIS Certificate Wizard Process a Pending Request Process a pending certificate request by retrieving the file that contains the certification authority s response Enter the path and file name of the file containing the certification authority s response Path and file name 4 y CET eo Cea Now browse to the place on your hard disk where you saved the SSL certificate with extension cer and select the file you saved Click lt Next gt to load the certificate Once the certificate has been loaded all that remains is to tell IIS to require a secure HTTPS connection so that use
80. us back to SpiraTest Details on how to install and use this extension are provided in the separate SpiraTest Automated Testing Integration Guide 3 8 LDAP Configuration As described previously you can configure SpiraTest to use an external LDAP server for importing new user profiles into the system and for authenticating users instead of having to store separate passwords inside SpiraTest However you need to first configure the LDAP server settings To do this click on the LDAP Configuration link the Administration navigation LDAP Configuration This page allows you to configure SpiraTest to authenticate users against an LDAP directory server This allows you to avoid having to store passwords in a user s SpiraTest profile You can have both types of user exist at the same time SpiraTest users that store their passwords inside SpiraTest and LDAP users that use their existing LDAP passwords Please view edit your LDAP server s configuration details below LDAP Host LDAP inflectrasvr01 URL of the server running LDAP e g Idap myserver Base DN CN Users CN SpiraTest O Inflectra C US Name of the root node in LDAP from which to search for users e g cn users ou spirstest o inflectrs c us Bind DN CN sysadmin CN Users CN SpiraTest O Inflectra C US The distinguished name of the user to log into the directory server as e g cn spirsuser cn users ou spirstest o inflectrs c us or leave blank for anonymous
81. will now access the SpiraTest import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 2 Importing Test Cases To import test cases first you need to click on the Test Cases tab in the Excel sheet ERE T spiraTest teen Test Case Import Project 2 Sample Application One Ths YPe Test Step Description Sample Data TEXT OF TEXT OJLIST 0 LIST 02 LIST 03 LIST 04 Test Case Id Tost Folder FOLDER tf eee Test Folder 1 1 FOLDER FolderDescriptiont 1 02 Test Case 11a __ TestCase_ Test Case Description 1 1a test test 000026 po TestStep Clickhere _ Whatweexpect Somedata J J T1 TestStep Typeinthere More data a A e a a S Pp i TestStep Make something happen It should happen J J J T ST ST S l Test Case 1 1b_ fTestCase Of tSt tA 0000277 O I l TestStep Clickhere What we expect Somedata J J J J F Lt TestStep Typeinthere 0 More data gt TestStep Make something happen Itshouldhappen J T 1 T J OO NOUD amp Wh el el oe oe T aaa l Tost Casata __ _ ___ iffestCase 000028 MestFoidar12 JFoLDER P0825 __ MTestCase 12a Testcase 0
82. window has opened expand the folders marked Component Services Computers My Computer and COM Applications in turn If the window opens correctly and displays the information illustrated above then your IIS 500 error is being caused by something else However if you receive an error message that indicates an inability to connect with the Distributed Transaction Coordinator then you have to fix the MSDTC service to enable IIS and ASP NET to operate properly To fix the issue you need to make changes to the Windows System Registry hereafter referred to as the registry This is a process that should not be attempted by novice users since any incorrect changes can complete wreck the Windows installation requiring a complete reinstallation of the operating system To open the registry click Start gt Run and type Regedit exe into the dialog box and the registry will open Registry Editor a alta File Edit View Favorites Help H E MSDAIPP Name Type Data oa Se lab Default REG SZ value not set BF AllowOnlySecureRpeCalls REG DWORD ox00000001 1 oe RY ClusteringVersion REG DWORD Ox PAFF 42949967295 i MEL Je a S B FallbackToUnsecureRPCIAN REG_DWORD oxoo000000 0 7 lg MaxLoasize REG _DWORD ox00000200 512 H E MSNinstaller le neonan RS TurnOARpcSecurity REG DWORD oxoo000000 0 HEJ MSSOLServer lt if E My Computer HKEY LOCAL MACHINE SOFTWAR
83. you need to click on the Requirements tab in the Excel sheet A DEO IDT EN EGH L mM ON S 4 SpiraTest gt Startimport _ Requirements Import fm WN on Project 2 Sample Application One a 2 S oO F est Root Item A Test Child Requested Test Child Requested est Root Item nies Test Child D Test Child E Test Child ee Test Child ooo oo o B Medium 3 In Progress Test Child ph tow 3 In Prog Test Child PE rrr CC NCCCs dG4 Low 4 Completed a ae 2 High 2 Planned F N PA zla olona Planned MININ g Requirement Description atu Planned 3 Medium Medium als Ajwa F Uv o wW Next you need to either enter the requirements into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage requirements The sheet expects the requirements to be indented according to the hierarchical arrangement of the requirements In addition each requirement should be given a detailed description and designated an importance and completion status from the relevant drop down lists If you re not sure you can leave the description and importance fields blank but you must enter a status so we recommend initially using Requested Once you have entered all the requirements click the lt Start Import gt button The Excel importer

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