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HPALM - Process Document

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HPALM
Process document
Sajiv Francis
July 2020
Table of Contents
Dashboard and Analysis View: ..................................................................................................................... 3
Management Tab .......................................................................................................................................... 4
Requirements Tab ......................................................................................................................................... 5
Requirements continued…. ...................................................................................................................... 6
Testing tab ..................................................................................................................................................... 7
Defect Management: .................................................................................................................................... 9
Dashboard and Analysis View:
It has an analysis view and a dashboard view that helps you track requirements, test executions and
unresolved defects in a single view.
Management Tab
In this view, business analysts/scrum masters track releases, builds, cycles (Sprint/Agile – weekly or
biweekly or monthly).
- Set up a release for development of your project.
- Include all necessary files/releases in the library (for tracking).
- You can also maintain repositories and build requirements to be tracked within the
management tab. Cycles are maintained for each release. (for e.g. 5 month release of SAP
OTC can have 5 different cycles with different requirements to be completed within the
given timeline.)
Requirements Tab
We build releases and cycle requirements for a business process in relation to the system/software
being built. In requirements section, you write user stories/use cases (functional or nonfunctional
requirements) and you match that with the release along with the specific cycle. Business models can
also be built to define use cases within a business process ( in relation to the software/system being
built).
Requirements continued….
Testing tab
There are 2 main components that need to be fulfilled in this section, namely writing test cases and
executing test cases. There are 3 main headers in this section, namely, test resources, test plans and test
lab (you execute your tests within the test lab).
Under Test Plan, you write your test plan description, steps to be undertaken, test plan should be
matched with its requirements.
Select Test plan and import it into the Test Lab (This process involves selecting your test plan (cases) into
your test lab and executing the test cases. Run the test and assign (passed, failed, blocked etc.). When a
test case on a step is failed to run, you can either carry on and test other steps if it is possible or log a
defect within the process, report it as a defect.
Once there is a failure in execution of a test case, you report it as a defect (defect management).
After logging in the defect, report the defect number along with all the required screenshots and other
test artifacts in support of failure in processing your test plan.
Defect Management:

HPALM - Reporting

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Dashboard, Reports & Analysis in HP ALM
(Quality Center)
• ALM allows users to generate reports and graphs at any time during the software development
process.
• Project reports in ALM enable users to design
and generate customized report by accessing the
project information which will help stakeholders in
taking informed decisions.
• User can create graphs or project reports in
the Analysis View module. They can also save the
graphs and reports in the Analysis View module for
future references.
Analysis View
Business View Graph
Quick Entity Graphs
Generation
Generating Excel Report
Generating Project Report
Dashboard
Analysis View
Analysis view module enables users to create, manage and view analysis items such as graphs,
project reports and Excel reports.
Entity Graph: ALM enables users to generate graphs based on certain entity type such as
requirements, tests, test instances, test runs or defects. For each entity, different graph types are
available that are listed below.
Most commonly used graphs are
• Requirement Coverage Graph
• Requirement Summary Graph
• Test Set Summary Graph
• Defect Progress Graph
• Defect Summary Graph
• Defect Age Graph.
Now, Let us generate an Entity Graph based on 'Defect Summary' criteria.
ENTITY GRAPH:
Step 1) Navigate to 'Dashboard' Tab.
1. Select Analysis View
2. Click 'New'.
3. Select 'Graph Wizard'
Step 2) Let us generate 'Entity Graph'. We can also generate a Business View Graph and click 'Next>'.
Step 3) The "Select Entity Type" Dialog is displayed to the user.
1. Select the entity for which the Graph has to be displayed
2. Select the Graph type.
3. Click 'Next'.
Step 4) The Wizard also allows you to choose projects. The user has capabilities to add the same
graph configuration across projects.
Step 5) The Wizard also allows you to enter a filter criterion. If there is NO Filter applied, the graph is
generated by considering all the data available in Defects module.
Note: Filter can be applied against a specific release/cycle. If NO Filter is set, the graph wizard
picks up all the defects that are posted till date into consideration.
Step 6) The Wizard allows user to choose X-Axis and Group by a certain field and click 'Finish'.
Step 7) The graph is generated as per the criteria set by the user in Graph wizard. We can 'Add it to
the Analysis Tree' so that we can just refresh the chart to get the current status.
Step 8) Upon clicking on 'Add to Analysis Tree' the save dialog opens up.
1. Enter the Name of the Graph
2. Select the folder where user would like to save the Graph
1. Private – The Graph is saved against the current user profile. Others won't have
access to the same
2. Public – The generated Graph would be visible to ALL the project users.
3. Click 'Save'.
Step 9) The graph would be added to the Analysis tree as shown below.
Business View Graph
A business view graph involves only those project entity fields that represent information which is
useful from a business perspective.
Business views can either be based on single entities such as Requirement or Defects, or it can be
based on more complex relationships between entities such as Defects with Linked
Requirements/defects with linked tests.
Though on a high level, both business view graph and entity graph look at the same, at this juncture
let us understand basic different between entity graph and business view graph.
Entity Graph Business View Graph
This graph is strictly associated with only one
type of entity (defect or Requirement or Test)
in ALM
This Graph is either based on single entity or based on
relationship between Defect and Requirement or defect
and tests
The fields involved are those that are
contained within that specific entity.
The fields involved are those that represent useful
information from a business perspective.
Step 1) Click '+' and Select 'Graph Wizard'.
Step 2) Select Business View Graph and click 'Next>'
Step 3) Select Defects from the Filter criteria and click 'Next>'.
Step 4) Use the current project data to generate the graph and click 'Next>' to continue.
Step 5) Let us filter based on Severity and click 'Next>'
Step 6) Enter the criteria for 'X-Axis' and Grouped By fields and Click 'Finish'
Step 7) The Graph is Generated based on the Criteria selected. Click on 'Add to Analysis Tree'.
Step 8) The save dialog appears for users to save the generated graph.
1. Enter the Name of the Graph
2. Select 'Private' or 'Public'
3. Click 'Save'.
Step 9) The created graph is saved in Analysis Tree as shown below.
Quick Entity Graphs Generation
Step 1) The Entity Graph can also be generated without going through the Graph Wizard. A Quick
Graph can be generated by clicking on 'New Graph' by clicking on '+' icon.
Step 2) The New Graph dialog is displayed.
• Select the Entity
• Graph Type
• Graph Name
• Click 'OK'.
Step 3) The Created Graph enables users to make changes to the Configuration based on their
requirements. We have selected defect Count on Y Axis and Grouped based on 'Status'.
Step 4) Click 'View' Tab to generate the Graph for the specified criteria.
Generating Excel Report
• Testers can also generate Excel reports based on business views which reflect only those
project entity fields that is useful from a business perspective.
• The reports are created and configured with in Microsoft Excel and then uploaded to the
Analysis View module.
Step 1) Click 'Add New' Button and select 'New Business View Excel Report'.
Step 2) Enter the report name and click 'OK'.
Step 3) Click 'Install Addin'.
Step 4) The Installation Status is displayed to the user as shown below.
Step 5) Open MS Excel and one would find a new T ab by name 'HP ALM'. Select 'HP-ALM' and click
'Login'
Step 6) ALM Login Dialog opens up.
1. Enter Login Name.
2. Enter Password.
3. Click 'Authenticate'.
4. Select the Domain.
5. Select the Project.
6. Click 'Login'.
Step 7) Now,
1. Click 'Add' Button.
2. Add Worksheet Dialog Opens up. Select 'Defects' as we want to generate 'High' / 'Very High'
and 'Critical' defects report.
3. Click 'OK'
Step 8) The Excel report is generated with all the defects list and user can configure the same.
1. Click 'Filter' Tab from Worksheet configuration.
2. Click 'Severity' Field.
Step 9) The 'Select Filter Condition' dialog opens up.
1. Select the Filter condition
2. Click 'OK'
Step 10) Now we need to save the same against the excel report that we have created.
Click 'HP ALM' tab and click 'Save to ALM'.
Step 11) The 'Save Business View Excel Report' Dialog Opens up.
1. Enter the Report Name
2. Select the same report that we created in Step 2.
3. Click 'Save'.
Step 12) Confirm Save Dialog box opens up. Click 'Yes' to Continue. This dialog pops up as user is
trying to overwrite with the one that is already2 created.
Note: The ALM asks for overwriting the existing excel report as we have selected the same report
name that we have created in Step 2. In Step 2 the report was NOT configured and loaded but it was
just a placeholder for the report. Only after performing this step the excel report is available for the
user to generate and save in excel format.
Step 13) Now user can generate the report from ALM. Click 'Generate'.
Step 14) Now report displays based on the criteria set by the user.
Note: User can get the updated report by regenerating the excel report, if there is an addition or
deletion of defects or if there is a change in the severity of the defect.
Generating Project Report
Project reports enable users to design and generate detailed reports containing information for
a specific project.
• Users can also define sections and sub-sections each listing records of a specified ALM entity.
• Users can customize the layout and the template format for each section.
• The Project report can be generated as HTML, Microsoft Word, or PDF formats.
Step 1) T o Create a new project report, click '+' icon from Analysis Module and select 'New Project
Report'.
Step 2) The new project Report Dialog box opens. Enter the Name of the Project and