May 5, 2016

Q&A: TestTrack 2016 Sneak Peek

Helix ALM
The TestTrack 2016 Sneak Peeks  last week were very active, with lots of questions from the audience—thanks to everyone who attended! Here is the full list of edited questions and answers from both sessions.

Questions & Answers

Q: When comparing business requirements with functional requirements, is there a way to open another window to compare them side-by-side on multiple monitors? Yes. Choose View > User Interface Mode and select an option.
  • Select MDI to display multiple windows in one parent window. This is the default mode for Windows and Linux.
  • Select SDI to display multiple windows individually. This is the default mode for Mac OS X.
Q: Are exports to Word now supported/compatible with the attachments to issues? Will these be exported as well? How are these managed in the document? They will be displayed in the document as per the thumbnail. You can also output any of the metadata about the attachment—such as name, etc. Embedded images are automatically output if you output the field containing them. Webinar 1-1Q: Can you add widgets, bar graphs, burn down charts to the document template? Not at the moment. I have added this as a feature request. Q: Can I export a report to a Word document? Not at the moment. I have added this as a feature request. It is possible to save an HTML output as a Word document using browser extensions. Q: Have the hardware requirements for TestTrack 2016 been increased from the previous release? Hardware requirements don’t change with every release, but you can review the latest requirements in the PDF attached to this knowledgebase article: TestTrack Server System Requirements: Which Word versions are supported by the export function? *.doc and *.docx? The existing classic export function continues to support .doc, .docx and .PDF. The new export function only supports .docx. Q: Can a person with only a TestTrack RM license see the test case management links and status from the list of stories? Yes, using the new linked items functionality, you will be able to see that it is linked and the summary and status of the test case. However, you won’t be able to navigate to it. Q: Regarding the export function, can the screenshots from test case steps be exported? Yes, see here the step details you can output: webinar 1-2Q: Can you export folder structure with the items of multiple types? Yes. You can export folder details, including outline level, and information about items in a folder. Here’s a sample export showing one of many possible ways this information could be structured: Webinar 1-3Q: Concerning dashboards, are they like "views," which must be individually set up for each instance, or are they controlled by the Admin and appear identical for all users within a given project? The latter. You create them centrally and then allow access based on security groups. A user can choose whether or not to display a dashboard in their Dashboard view. Q: Can we export a Word template from one project database to another? Yes. You can use the bulk import and export option from the Configure Word Export Templates dialog. Webinar 1-4Q: Can we export issues in the grid format into a Word document? Yes. Just create your table and put the field codes you want in the relevant cell. TIP: put the <<foreach>> inside the table, not outside, so that you only get one title row. See this example, which I used in the demo: <<foreach in [IS_LIST]>>
<</foreach>> Q: Can you export test cases/test runs in a nice-looking table format? Yes. But as mentioned in the previous answer, be careful where you put your <<foreach>>. Q: Can I create a report from artifacts in a document snapshot? Yes, you can select a document snapshot and export the artifacts. Q: Are there export template examples that show all the different formatting supported, such as <<foreach>> <<if> etc. Yes—these are be in the new version of the help. Q: How do you view version control on requirements documents? Use Snapshots to create a read-only version of any document. Q: Will you be emailing the release notes link, so we can see what other changes are being included in the release? You can always view the latest release notes here: These are automatically updated when a new version of TestTrack is available. Also, customers under maintenance are always emailed when a new version of the product ships. If you aren’t receiving these emails, contact your sales representative who will be happy to make sure you’re on the email list. Q: Can we export test cases to Excel? The simple answer is yes—you can export any records to Excel simply by using the “Open in Excel” or “Export as Text” options. The slightly more complicated answer depends on how you want the data to appear. One thing to note is that step information is stored as a single field, so it will be exported as a single field. Please contact Seapine Support if you need more explanation about this. Q: With linked items, it is one-to-one—for example, when we create test cases from user stories, the user story and test case are linked. When we generate a test run, we see that the test case and test run are linked, but the user story link is not there. And similarly with defects, when we create a defect from test run, the defect does not trace back to the user story. How can we create this link automatically? We do it manually, but it is painful because it takes a lot of time! When you create one item from another, you have the opportunity to automatically create a link between them. You’re right—it does not directly connect any parents or children of the source item to the new item. If you want to see the full end-to-end traceability, then you can create a matrix report for that purpose. Q: Can templates be locked from change except by administrators? Access to template configuration is controlled by security group. Typically, you would allow only those in the administrator security group to do this. Additionally, when you create a template, you can decide which security groups are allowed to use the template. Remember, templates are stored in the database, which is why you can use the security groups to control access. Q: Is there a way to display a Word document with a table of requirements embedded, per a designated outline structure? You can easily put data in a table. See the example below, which I used in the demo. Note that to ensure you don’t have multiple titles in your table, you need to put the inner <<foreach>> inside the table row. For more information, see this help topic: Creating Microsoft Word export templates. LIST OF REQUIREMENTS AND THEIR LINKS <<foreach [in RQ_LIST]>> Number:        <<[RQ_TAGNM]>> Summary:      <<[RQ_RQSUM]>> Description:    <<[RQ_RQDSC]>> Status:          <<[RQ_RQSTS]>> LINKED ITEMS
<</foreach>> Q: Can we also use the right-click Word option to export issues and test cases? Yes—the new export function can export issues and their linked items. See my earlier answer to the template example for linked items. It is similar for issues and test cases. Q: There is a limit on the widgets—100. I have lots of teams, so I need more. Will you change this limit to infinite anytime soon? Currently, we have no plans to add this to an upcoming release. The reason for the limit is to balance the desire for more widgets against performance. Widgets update automatically, so the more you have, the more you start to run into performance risks. Fast real-world performance for medium to large deployments is the critical consideration for us. Q: Can different dashboards be published/viewable from a web browser once they’re set up in the TestTrack client? Dashboards look the same in the web client, so yes—you can view them in a web browser without installing anything. It’s great to use TestTrack to share information with customers, and many people do that. You do need a license for the customers, maybe a floating license would work best, and you should use the security group to make sure that the customer only has access to the data and functionality that you want them to. Q: Can you have dashboards that are viewable to customers that do not have the TestTrack client installed, and also dashboards that are not viewable to the customer? See my answer, above—you can have dashboards and information available to customers, but controlled through security groups. Sharing dashboards with your customers is a great thing to do. Just make sure you control access using security groups. Q: In TestTrack 2015, there was a bug that prevented the "Assigned to current user" portion of a filter to be used in the widgets...has that been fixed? I’m not sure there was a bug, specifically, but because of the extra performance demands required on the server, only Count widgets may use “Assigned to current user” filters. Other widgets must use filters that specify users. Q: How are documents stored in TestTrack? As I showed during the webinar, documents are stored in TestTrack as a record in the database, which consists of a list of requirements…the crucial difference being that each requirement in a TestTrack document is a record in its own right. This is critical if you want to have documents, yet be able to manage requirement status and traceability. You need a requirements management license to access this functionality, so if you don’t have that license you won’t be able to create or manage requirements or documents like I did in the demo. Q: How can I get a report showing how many test steps were executed in a day, or week, or month? Our approach is based on reporting at a test run level. It is possible to write a program to create a bespoke report by parsing the steps field. Please get in touch if you would like our Professional Services team to discuss an engagement around this. Q: It is very helpful for the QA Manager to see the number of test steps executed by an Analyst per week. Are there any plans to add this feature to a future release? See my earlier answer, and please do engage Seapine Professional Services if you think it would be useful. I can definitely understand the usefulness of this. Q: Is there a way to find out how many test steps are in a test case (without opening the test case)? Not currently. Q: Can I export to Word from the web client? Yes. The Word export works the same way as I demonstrated in the web client. Q: Is there a good place to find a list of changes per release? We need to understand the differences between the (RDBMS) database schema "ERD" of 2013.1 to 2016 before we upgrade, because we have reporting referencing the tables. Release notes are here: ERDs for TestTrack versions are here: We use TestTrack mainly to track software change requests. How do the things you demonstrated today apply to those? Everything I showed you will work for change requests, with the exception that the linked items will be less useful if you don’t use a lot of linking. Q: When is this release available? TestTrack 2016.0 is now available. It was released on April 28, 2016. You can find the upgrades here: Q: We would like to generate a list of certain filtered issues—for example, all issues to be included in a release. Can we export the list so we can share it externally? Right now we have to open the report and print it to PDF. Yes, you can use the Word export to export the list. Q: Are there any plans to enhance the import feature? Not currently, but it’s great to hear about feature requests from our customers…in fact, it’s vital! We’d love to have your feedback—here’s the link to our feedback form: