August 3, 2010

How To Video: Managing TestTrack User Accounts

Helix ALM
Helix ALM
When you’re ready to set up TestTrack in your production environment or if you want to share your TestTrack evaluation with your team, enabling access for new users is straightforward. This video provides a step-by-step walk-through for the various ways you can manage your TestTrack user accounts. You'll learn how to:
  1. Create users through the Seapine License Server, including setting up LDAP integration.
  2. Add users to a TestTrack project.
  3. Create local customers and give them access to a project.
  http://youtu.be/379xfp8nmUo For a complete walk-through, watch the video. The following steps provide a brief overview of adding users. Important notes:
  • Initially, the default administrator is the only user  that can access TestTrack.
  • Make sure the TestTrack Server and the Seapine License Server are running prior to following these steps.

Adding Users

  1. Log in to TestTrack as the default administrator. Username:  Administrator. Leave the password field empty.
  2. Choose View > Users.
  3. Click Add.
  4. Enter the user's name, username, password, and email address. Tip: You must enter an email address if you want to use notifications.
  5. Click the Groups tab and assign the user to a security group.
  6. Click the License tab and assign a license to the user.
  7. Click OK and you’re all set.

Adding Users via LDAP

If you want to try out the LDAP integration, follow the instructions for connecting to your LDAP server through the License Server admin utility. Once the connection is working, click the Add LDAP User button on the License Server admin utility Global Users dialog to retrieve users from the LDAP database. After you have added the users to the Seapine License Server:
  1. Log in to TestTrack as the default administrator. Username:  Administrator. Leave the password field empty.
  2. Choose View > Users.
  3. Click Retrieve Global User…
  4. Select the users you want to add.
  5. Edit each new user.
  6. Click the Groups tab and assign the user to a security group.
  7. Click the License tab and assign a license to the user.
A little more upfront work if you go through LDAP, but once it’s set up all of the user information syncs with your LDAP system so future maintenance is reduced.