Test Plans¶
This chapter explains how to create, search, clone, edit, tag, print, disable, and export a Test Plan in the TCMS.
Creating a Test Plan¶
This section outlines the process for creating a Test Plan in TCMS. A Test Plan should identify which features of a product will be tested. It is a high level document and should not include specific testing steps.
Procedure: Creating a Test Plan¶
To create a Test Plan:
From the PLANNING menu, click New Plan.
In the Create New Test Plan screen, perform the following actions:
Enter the Plan Name.
Select the Product.
Select the Product Version.
Select the Type of Test Plan.
Enter the Parent ID. Optional parent Test Plan ID for tree view.
In the Plan Document text box do one of the following:
Enter the details of the Test Plan.
Click Browse, select the file to upload, and then click Upload. Supported formats: html, plain text, and ODT.
Select the Environment Group.
Enter a Reference Link to any additional information (eg. wiki).
Click Create Test Plan. The Test Plan is created.
Searching for Test Plans¶
To view the Test Plans you have created, click PLANNING, then My Plans. Test Plans by other authors can be searched using the following fields:
Plan Name
Author
Case default tester
Plan Type
Status (Active/All)
Product
Product Version
Environment Group
Tag
Date Created (before/after)
Note
There is no need to use wildcard characters. The search results show all occurrences of the string, regardless of location. For example, searching for the Plan Name ‘x11’ will return plans named ‘xorg-x11’ and ‘libX11’.
Procedure: Searching for Test Plans¶
To search for Test Plans:
Click PLANNING.
In the Search Plan screen, enter the required search details.
Click Search. The search results appear.
To sort on a column, click the column heading.
Cloning a Test Plan¶
Cloning allows a user to replicate an existing Test Plan for a new product or a new version of the current product.
Procedure: Cloning a Test Plan¶
To clone a Test Plan:
Select the Test Plan to be cloned.
Click Clone Plan.
In the Clone Test Plan screen, perform the following actions:
Enter the New Plan Name.
In Copy to Product, select the product.
In Product Version, select the version.
In Copy Settings, select:
Set source plan as parent
Keep original author
Copy Plan Document
Copy Plan Attachments
Copy environment group
Copy All Test Cases This selects the following options:
Create a copy. Selecting this option creates a new copy of the Test Cases and links them to this Test Plan. Changes made to these Test Cases will not effect the original Test Plan.
Maintain original authors
Keep Default Tester
Click Clone. The Test Plan is cloned.
Editing a Test Plan¶
The Edit function modifies fields in a Test Plan. It does not change any Test Cases or Runs associated with the Test Plan.
Procedure: Editing a Test Plan¶
To edit a Test Plan:
Select the Test Plan to be edited.
lick Edit plan.
Edit the following fields as required:
Plan Name
Status (Active)
Owner (input username)
Product
Product Version
Plan Type
Parent ID
Plan Document
Environment Group
Reference Link
Notification Include:
Plan’s owner
Plan’s author
Author of the case under a plan
Default tester of the case under a plan
Notification Trigger:
when plan is updated
when plan is deleted
when cases of a plan are updated
Click Save.
Default Components¶
TCMS allows the setting of default components for a Test Plan. The default components will be added to each Test Case belonging to the plan.
Procedure: Editing default components¶
Select the Test Plan to be edited.
Click Default Components
To Add:
Click Update components.
Select the components.
Click Update
To Remove:
Select the components to remove.
Click Remove
Edit History¶
To view the changelog of Document, click View Edit History.
Test Plan Tags¶
The tag function is used to replace the Testopia “Group”. Test Plans may be searched/filtered by tag. A Test Plan can have more than one tag.
Procedure: Adding a tag¶
To add a new tag:
Select the Test Plan to be edited.
Click Tags
To add:
Input tag name.
Click Add.
To remove:
Select the tag to remove.
Click Remove.
Updating the default tester¶
The default tester for a Test Case can be edited in the Test Plan window.
Procedure: Updating the default tester¶
To update the default tester:
Click Cases.
Select the Test Cases to be updated.
Click Default tester.
Enter the new tester’s email.
Click Ok.
Using Tree View¶
The Tree View tab shows the current plan, its parents and children using a tree style layout. It provides the ability to edit both parent and child plans.
Procedure: Viewing a tree¶
Select the Test Plan.
Click Tree View.
The tree is displayed.
Procedure: Changing the parent node¶
To change the parent node.
Click Tree View.
Click Change parent node.
Enter the parent node ID.
Click Ok. The tree updates.
Procedure: Adding child nodes¶
To add child nodes.
Click Tree View.
Click Add child node.
Enter the child node IDs. Separate multiple IDs with a comma.
Click Ok.
Verify the changes. Click Submit. The tree updates.
Procedure: Removing child nodes¶
To remove child nodes.
Click Tree View.
Click Remove child node.
Enter the child node IDs. Separate multiple IDs with a comma.
Click Ok.
Verify the changes. Click Submit. The tree updates.
Printing a Test Plan¶
Procedure: Printing a Test Plan¶
To print a Test Plan:
Select the Test Plan to be printed.
Click Print Plan.
A print version displays.
From the File menu in your Browser, click Print.
Disabling a Test Plan¶
This section outlines the process for disabling a Test Plan in the TCMS. A disabled Test Plan can not be used to create Test Runs. However, unlike deletion, it does not permanently remove the Test Plan from the TCMS.
Procedure: Disabling a Test Plan¶
To disable a Test Plan:
Select the Test Plan to be disabled.
Click Disable Plan.
The plan name changes to a strike through font.
To enable a disabled plan, click Enable plan.
Exporting a Test Plan¶
TCMS implements the export feature in Testopia. This generates an XML file listing all the Test Cases relating to the Test Plan. These files can be imported into a Test Plan or used as a form of backup. The TCMS will allow you to export all or selected Test Cases.
Procedure: Exporting a Test Plan¶
To export a Test Plan:
Select the Test Plan to be exported.
Export the Test Cases
All: click Export all cases.
Selected: click the Test Cases to export, click Export Case.
The Browser’s opening file dialog box appears.
Select Save File.
Click Ok.
The exported file can then be viewed, edited, or used as a template to create other files. Exported files can also be imported back into TCMS, for more information about importing see the section Importing a Test Case.
Example: Sample exported XML file¶
<?xml version="1.0" encoding="UTF-8" standalone="yes" ?>
<!DOCTYPE testopia SYSTEM "testopia.dtd" [
<!ENTITY testopia_lt "<">
<!ENTITY testopia_gt ">">
]>
<testopia version="1.1">
<testcase author="example@mail.com" priority="P1" automated="" status="CONFIRMED">
<summary>dummy test cases no.2</summary>
<categoryname>Functional</categoryname>
<defaulttester>example@mail.com</defaulttester>
<notes></notes>
<testplan_reference type="Xml_description">dummy testing plan</testplan_reference>
<action></action>
<expectedresults></expectedresults>
<setup></setup>
<breakdown></breakdown>
<tag>Hello TCMS</tag>
<tag>test</tag>
<tag>App Crud</tag>
</testcase>
</testopia>