Quality Center 10.00 New Feature Blog Entries: <Back / Forward> / Tools / Help Left Side Module Buttons Version Control Libraries / Baselines Analysis Reports & Graphs Dashboard Pages Business Components (BPT) Test Resources <Back / Forward> / Tools / Help Overview: One of the first things I noticed with QC 10.00 is the <Back / Forward> / Tools / Help button section is not in the same location as in QC 9.2. With version 10.00 HP updated the design of Quality Center at the very top of the screen. The control buttons moved down below the title bar and have shifted all the way to the left hand side. The Domain, Project, and User id info shifted up into the space where the buttons used to be, right next to the Logout button. This may not seem significant but if you use the Tools -> Change Project feature or other Tools and Help features a lot you will find yourself moving the mouse to the right and having to change course and move to the left. I found it annoying at first but you get used to it after awhile. They also look less like buttons and more like plain text with a smaller font size so they are not quite as visible as before. My Assessment: I believe the position change is intended to make the top section of Quality Center look more like some of the other HP Software offerings. General UI Changes Misc Usability Improvements Left Side Module Buttons Overview: The module buttons running down the left side of your screen have also changed with Quality Center 10.00 including one module renamed from QC 9.2 (Management) and two new modules (Test Resources and Dashboard). Management Module: The top module button called Releases in QC 9.2 is now called Management but still contains everything from the Releases module in its Releases tab. Since the module opens up to the Releases tab it will look much the same as it does with QC 9.2 when you first enter the module. You will notice a second tab in this module called Libraries which contains all of the new QC 10.00 Library and Baseline functionality. Test Resources Module: A new module button appears in between the Test Plan and Test Lab modules called Test Resources. This module allows you to manage external test related resources. You can upload resource files like shared configuration files, data tables, and other items into this module like a shared repository. If you use QTP in conjunction with Quality Center then the QTP Function library, Recovery scenario, and Object repository items are stored here as well instead of in the Test Plan BPT Resources folder. This module appears to be mainly geared for automated testing at this time. Dashboard Module: At the very bottom of the lineup is another new module labeled Dashboard. All saved Public and Private Reports and Graphs will now be located in the Dashboard module including saved reports from your QC 9.0/9.2 projects after upgrade. If you look for them in the Analysis menus in the Requirements, Test Plan, Test Lab, and Defects modules you won’t find them. Each of those modules still has an Analysis menu for out of the box Reports and Graphs, but anything you customize and save as Public or Private will now be configured, generated, and viewed from within the Dashboard module. Two tabs in this module separate Analysis style reporting (Analysis View) from Dashboard style reporting (Dashboard View). My Assessment: If HP adds any additional modules with the next version of Quality Center we’ll need bigger monitors to see the full lineup. Version Control What is Version Control? Version Control, or VC, is typically the ability to keep track of the changes made to some type of entity. Users check out entities when they are ready to make changes to them. Once an entity is checked out it cannot be modified by anyone else. When the entity is checked back in, it becomes available for others to view and check out/change themselves. A copy, or version, is saved with each check in allowing you to see what the entity looked like at various times in the past. You can usually compare prior versions against any other version and even restore previous versions to recover from accidental changes. Will all QC projects have Version Control? From a system standpoint, Version Control is optional for projects. It can be enabled on a project when it is created or at any time during a project’s lifespan. Version Control can also be disabled on a project at any time. If a QC 10.00 user only uses a few QC projects, none of which are under Version Control, they might not encounter this feature at all. How is VC implemented in QC? If Version Control is enabled for a given Quality Center project then all entities in the following modules must be checked out and back in again each time a set of changes is made: o Requirements o Business Components o Test Plan o Test Resources (new module) That means Releases, Test Labs, and Defects are not covered by Version Control. What is using VC in QC like? Requirements, components, tests, and test resources must be checked out before any changes can be made. New entities are checked out automatically and existing entities can be checked out via a button or menu option or in some cases simply by starting to make a change. An additional menu option in each module called Versions is available allowing you to check out, check in, undo check outs, and more. Entities checked out by you appear with a green padlock in your tree views. Entities checked out to others have a red padlock along with their user id. Each module also has a History button or tab used to view prior versions of entities and select any two for a detailed side-by-side comparison to see the differences. Other useful features include ways to see everything you have checked out and the ability to perform mass check ins. What are the pros? The ability to lock entities until you are finished, easily identify all changes that have been made and recovery from mistakes can be a big plus in some situations. What are the cons? Having to check out and in entities even for a one word change does involve extra steps and a little extra wait time although it is usually pretty quick. People may find it frustrating when they want to update an entity but are unable to because someone else has it checked out. To help minimize this issue, users should try to check things back in before they leave for the day unless they have good reason to keep it checked out. Can VC be used for Requirements only? Unfortunately no. If Version Control is enabled for a project it impacts everything in the Requirements, Business Components, Test Plan, and Test Resource modules. It cannot be enabled for one or two modules and not the others. This is an often requested enhancement so maybe a future version of Quality Center will permit this. What is captured with a Version? Nearly all fields are captured with each version and all attachments associated with the entities are captured as well. See the Quality Center user guide for information on specific items not captured. It is important to note that attachments are however duplicated every time an entity is checked in for any change and not just when the attachment itself changes. This could end up consuming a lot more data storage so be aware. My Assessment: Quality Center’s provision of adequate Version Control capabilities has been a long time coming and except for the duplication with attachment storage I think they did a nice job with the implementation. Some projects will struggle with the fact that you cannot enable per module. If Version Control is desired for requirements then it will be forced on tests, components, and test resources as well so the trade-offs need to be weighed. Libraries / Baselines What are Baselines? Baselines have some similarities with Version Control but they typically operate on a much larger scale and occur less frequently. Version Control automatically saves a snapshot of a single entity every time it is checked in while Baseline snapshots are typically initiated by an admin and save a copy of all entities within a specified list of folders. What are Libraries? Libraries identify the folders that contain the entities to snapshot with each Baseline. You can create multiple Libraries each with different configurations of folders from the Requirements, Business Components, Test Plan, and Test Resources modules. You may notice that these modules are the same ones covered when Version Control is enabled for a project and as with Version Control, Releases, Test Labs, and Defects are also not captured by Baselines. Each Library can contain folders from only one module or from multiple modules. Do projects need Version Control enabled to use Baselines? No. Baseline functionality is available to all projects regardless of whether they have Version Control enabled or not. Entities that have been captured by a Baseline are stored in database tables separate from Version Control information. When might a Baseline be used? Baselines are typically used to snapshot the key entities involved in a project at specific milestones. For example you might define a Library to include your project’s key Requirement, Component, and Test Plan folders. As phase 1 of your project completes you could capture a Baseline snapshot of those entities at that point in time. At the end of phase 2 you could capture another snapshot of the same entities (plus any new ones) and so on. Then you can perform comparisons between any two Baselines to see which components changed from one snapshot to the next and what those changes were. You can also compare any Baseline snapshot against the entities as they currently exist. Can I execute tests from Baselines? Absolutely. Once your Test Plans for a particular phase are complete you can capture those Test Plans in a Baseline snapshot. In the Test Lab you can then point your executable tests to a Baseline so that it uses the Test Plans saved in that snapshot instead of the current Test Plans. This is called pinning your tests to a Baseline. This technique can be used to free up the current tests for updates with the next phase. What is captured with a Baseline? Nearly all fields are captured by Baselines including all attachments associated with the entities. See the Quality Center user guide for information on specific items not captured. If Version Control is enabled on the project then just the current checked in version of each entity is captured. If you specify high level folders within a Library that contain many sub-folders with many entities then they are all captured with each Baseline snapshot. When defining Libraries it will be important to make sure only folders containing the most essential items are selected and to avoid including unnecessary folders. Baseline snapshots that are no longer needed can be deleted to help conserve space. Baselines are another feature that could cause substantial increases in storage consumption so closely monitor this as well. What is the Import Library option? If you have the Quality Center Premier edition this option allows you to import baselines from other projects into your project for cross project asset sharing, comparison, and synchronization. If you have the Quality Center Enterprise edition this feature is unfortunately not available. My Assessment: The compare functionality for Baselines is feature rich and well implemented but can take a LONG time to execute across a large number of entities. Pinning tests to Baselines is an interesting concept that could provide flexibility in test writing for multiple phases. For those fortunate enough to have the Premier version, the asset sharing and synchronization capabilities can really help maintain repositories of tests that are copied into other projects. With Premier you can also import Baselines back into the same project in separate root folders making a more exact copy to use with concurrent project phases. Analysis Reports & Graphs Overview: The following modules each have an Analysis menu used for standard reporting: o Requirements o Business Components (new with QC 10.00) o Test Plan o Test Lab o Defects In QC 9.0/9.2 the Analysis menu provides two entries: Reports and Graphs. Selecting either entry presents a list of standard reports and graphs along with any Public and your own Private ones. Within each report and graph you can customize many of the reporting elements and save them to create additional Public and Private reporting selections. In QC 10.00 those modules still have an Analysis menu containing the same standard reports and graphs however users may be alarmed when they realize: o o Public and Private reports and graphs no longer display in the Analysis menu (only the standard items display). None of the standard reports and graphs provide any customization options for the input values. At first glance this appears to be a serious omission but be assured that these features still exist, they have simply been relocated. Where are my Public and Private Reports and Graphs? Public and Private reports and graphs for all of the modules are now centrally located in the new Dashboard module in the Analysis View tab. In this tab you will see two high level folders: Private and Public. When your project is upgraded to QC 10.00 all existing Private and Public reports and graphs for all modules move here under a Requirement, Test Plan, Test Lab, or Defect sub-folder. You can create additional sub-folders, reports, and graphs and rearrange everything in this location for all of the modules as needed. How do I customize standard Reports and Graphs? Before the standard reports and graphs in the Analysis menu can be customized they must first be saved to the Dashboard module. Select the desired standard report or graph and click on the Save button at the bottom. This will display the folder structure from the Dashboard module allowing you to save it in the Private or Public folder of your choice. Once saved the report opens in the Dashboard module and you can select the Configuration tab to make changes. You can also create new reports and graphs in the Dashboard module itself. How can I create new Reports and Graphs? New reports and graphs can be created by going to a module’s Analysis menu, selecting a standard report or graph, and saving it to the Dashboard module. They can also be created by going to the Dashboard module directly and using the New Item button. Other changes to the Analysis menu: In all modules the Analysis menu item Report Selected has moved into the list of standard Reports. Also in all modules in addition to the report and graph lists is a new list of items called Recently Used. Other noticeable changes include: o o o Requirements: Report Selected with Children also moved into the list of standard Reports. Business Components: Now has an Analysis menu with a set of standard reports and graphs. Test Plan: New standard report: Business Process Tests with Script What is Recently Used: In the Analysis menu, Recently Used is now an option and it is populated with reports and graphs that you save to the Dashboard module. What are Excel Reports? The Excel Report Generator was a new feature introduced with Quality Center 9.2 that permitted users to create reports pulling real time data into Excel tables. Only users with Excel Report permissions were able to get to the Excel Report Generator through the Tools menu. In QC 10.00 all Excel Report Generator reports in a project are located along with the regular reports and graphs in the Dashboard module. Users still need Excel Report permissions to be able to build and generate Excel Reports however. What is Cross Project Selection? In the Configuration tab for graphs there is a section labeled Cross Project Selection. If you have the Quality Center Premier edition users with the correct permission can use the Select Projects button to include data from other projects for cross project reporting. If you are on the Quality Center Enterprise edition the Select Projects button will not be available. My Assessment: HP is centralizing the reporting and Dashboard functionality into a single module to help focus on providing basic reporting and Dashboard needs. Having the reports and graphs centralized into one reporting module may take a bit to get used to but I think overall it makes sense. However, we weren’t so keen on labeling this new module Dashboard. We felt that the Analysis reporting features would be used much more than Dashboard reporting so Analysis or even Reporting made more sense to us. In the end we decided to rename the Dashboard module to Analysis using the REPLACE_TITLE Site Configuration parameter. Dashboard Pages Overview: The new Dashboard module also contains a tab called Dashboard View that provides a dashboard style display of graphs stored in the Analysis View tab. Old Dashboard? For some the word “Dashboard” might evoke memories of the old QC 9.0/9.2 Dashboard application - a product installed separate from Quality Center. It maintained its own database populated on schedule with Quality Center project data extracted by standard and/or custom KPIs. Extracted data was used to efficiently produce a variety of Dashboard specific graphs for Requirements, Tests, Runs, and Defects. The graphs could be positioned onto page displays and published (pushed) to Dashboard users. Users could also create their own custom page displays of the available Dashboard graphs a la carte. New Dashboard: The QC 10.00 Dashboard View tab is built into Quality Center so it pulls directly from project data in real time which is good for your data but maybe not so good for system performance. The graphs used for the Dashboard pages are selected from the customized graphs already established in the Analysis View tab. To “publish” a Dashboard page you simply save the page into a Public folder accessible to all project users. You can also create your own custom page displays and save them in your Private folders. Dashboard page configuration itself is very simple to operate. Several graphs can be displayed on a page at one time stacked on top of each other or positioned side by side. A system configuration can be used to limit the number of graphs on a single page to help with performance concerns. Graphs can be single or double width depending on what looks best. Pages can be displayed full screen and individual graphs can be expanded to full screen as well. Expanded graphs can be saved and printed just as if you were viewing them in the Analysis View tab. The full Dashboard page itself however cannot be saved, printed, or linked to directly. Right now it is online view only from within Quality Center. My Assessment: To simplify the installation and administration of the old Dashboard product HP decided to build Dashboard page view capabilities into Quality Center itself. The implementation is rather minimal at this point but I know HP has more improvements and features in mind for later versions of Quality Center. Most users probably won’t get much use out of it unless they have a need to display several project graphs on a page for comparison purposes. Managers will see more value but may be disappointed that they cannot create PDF’s or link to the views from other online resources. The old Dashboard missed the mark for many customers but in all fairness it did also have its share of redeeming qualities. I really liked having it populate a separate database with data specifically extracted for the desired reports. This helped shield Quality Center from some of the performance problems that could be encountered with the new “real time” data approach. Ultimately a hi-bred of the two is what I would like to see. A separate reporting database with controls and access built into Quality Center. Business Components (BPT) Overview: The Business Components module is a separately licensed product. BPT (which stands for Business Process Testing) is what the Business Components module is all about. It’s a way of taking your system and breaking it down into its various functional processes. Processes can be defined by one or more BPT components each with specific testing information. Then in the test plan module multiple components can be stacked together to create functional tests. BPT can be used for manual testing and since it also integrates with QTP, it is a great way to structure automated tests as well. Enhancements: In QC 10.00 the Business Components module received several key functionality enhancements. These enhancements help bring this module up to speed with the other modules and provide some nice features as well including: o o o o o o o o o o o o Flows Convert manual tests to BPT components Parameter promotion User defined fields & workflow scripting Choices when copying components between projects Dependencies tab BPT Resources folder History tab Dynamic dates Analysis reports and graphs Cross filtering Send mail Flows: When creating tests in the Test Plan module there is a new Test Type item called Flows. Flows are used with Business Components when building Business Process Tests. They can define smaller scenarios that can be combined into more complex business processes. For example say you have the following components that are executed at the beginning of several tests: 1) Load application 2) Login 3) Select Hyperlink These three BPT components could be set up in a Test Plan as a Login Flow and any Business Process Test could add this Login Flow along with other regular BPT components and even other Flows to formulate a complete test. When adding items to Business Process Tests you can select components from the Components tab and Flows from the Flows tab. If a component in a Flow is updated, all tests containing that Flow will also be updated with the new version. Flows can also specify advanced Run Condition settings in the test plan. Manual test conversion: With QC 10.00 you now have the ability to take any manual test in the Test Plan module and convert it into a component in the Business Components module. You can convert a single test or an entire folder of tests at a time. The test’s Description, Comments, Design Steps, and Test Parameters are all carried over to the newly created component. Make sure you refresh the display in the Business Components module to see it. The original test is left intact and can still be used if desired. It does not appear to do anything special with “Call to Tests” however. To account for that you would need to also convert the called tests and then make sure to assemble everything in the correct order in a new Test Plan Business-Process test. Parameter promotion: When you add a BPT component with defined parameters to a Test Plan a dialog box opens prompting to promote none, all, or some of the parameters to the test level. UDFs & workflow scripting: New fields can now be added to the BPT Details tab. Workflow scripting can also be added if desired to change fields based on other field choices and so on. Copy project to project: If you copy/paste a component or component test into another project with two browsers open, you now have several choices for handling any items associated with those components and component tests. Dependencies tab: A new Dependencies tab replaces the Used By tab. It displays dependency relationships between entities such as components, tests, test resources, and application areas. Application area resources such as function libraries previously visible only from QTP can now be viewed from this tab within Quality Center. BPT Resources folder: In QC 9.0/9.2 when you connect QTP to a Quality Center project for the first time a BPT Resources folder is created in the Test Plan module. In QC 10.00 this folder is created in the new Test Resources module instead. A QC 9.0/9.2 project’s BPT Resources folder will be copied to the Test Resources module when you run the QTP Asset Upgrade Tool for Quality Center on that project after it has been upgraded. History tab: BPT components now have a History section in which to view field value changes as with Requirements and Defects. Dynamic dates: You can now specify run-time date parameters as date strings relative to the current date. When the test runs it resolves the date and Last Run Results will show the actual date used. Examples: o [Today + 3 days] o o o o [Today – 6 days] [Tomorrow – 2 weeks] [MonthFromToday] [YearAgo – 1 month] Analysis reports and graphs: Reports and Graphs can now be created for BPT components just like with Requirements, Tests, and Defects. A selection of standard reports and graphs is provided. Cross filtering: The BPT module’s filter feature now has a cross filter option similar to Requirements, Tests, and Defects. The Test Plan module also now includes BPT components in its cross filter section. Send mail: There is now a Send by Email option similar to the Requirements, Test, and Defects modules allowing you to easily send information about a BPT component to another Quality Center user. My Assessment: The new additions will be very useful to those currently using the BPT module and may help encourage others to start using the module. Since it can be daunting to manually redo all of your project tests as business components the test conversion feature is a big plus. Be aware that Business Component Test Plans in projects with Version Control enabled show all the BPT component related buttons in the Test Script tab as disabled until the component is checked out. This can make it look like you do not have permission to update the tests even when you do. After manually checking out the test, the buttons become available so you can’t click on a button and have it prompt you to check out the test like you can in other modules. Test Resources Overview: Test Resources is a new module in which you can store certain test related items independent of your tests. The primary purpose at this point appears to be storing test related artifacts and associating them with automated test scripts using external tools like QTP. This allows a user to better manage the relationship dependencies between these artifacts and analyze the overall impact when entities change. Resources: For example, when QTP is used with Quality Center 9.0/9.2 it stores function libraries, object libraries, and recovery scenarios as attachments in the Test Plan module’s BPT Resources folder. Quality Center 10.00 now stores these items as resources in the new Test Resources module. Other types of resources can be added as well. QC 10.00 provides the following defined types into which you can upload one file with the indicated extensions: o o o o o o Data table (.xls) Environment variables (.xml) Function library (.qfl, .vbs, .txt) Recovery scenario (.qrs) Shared object repository (.tsr) Test Resource (*.*) The module includes a Resource Viewer tab which conveniently displays the contents of some of the Test Resources right in the tab itself. Dependencies: The Dependencies tab provides a list of what tests and resources use each resource as well as the resources that it uses. Tests in the Test Plan module also have a Dependencies tab which shows these relationships. Attempts to find ways to establish these relationships through Quality Center itself will be in vain as they can only be set up through QTP and other 3rd party testing tools. There are however APIs that can be used to create dependencies so someone with the appropriate programming skills might be able to come up with something to create these as well. Known Issue: When creating new Test Resources there is a known issue that we found rather annoying. In most cases you have to press Submit or Cancel twice before it takes effect. The issue has been reported to HP Support. Until it is fixed you can either press Enter, click twice on Submit, or sometimes holding your mouse button down a couple seconds until you see the button depress works too. My Assessment: QTP users will get the most bang for the buck with this module. The ability to version QTP related resources and view dependency relationships will be a plus and I’m sure more advantages are on the way with future versions. Non QTP users can still create test resources and upload files to them but other than central storage, version control, and baselining they can’t do much with it. The resource viewer will show Excel docs (if type is Data table) and .txt files (if type is Function library) but other types of files cannot be viewed in the module itself. Since you can’t create dependencies in QC for test resources either, non QTP users might decide to continue to store their test assets as attachments in the other modules for now. General UI Changes Module Tab Changes: o Requirements module / Details view – To give the Rich Text pane more initial room to display, the QC 9.2 Rich Text tab moves from the bottom tab bar (where it was next to Description and Comments) up to the top tab bar next to Attachments. All modules covered by Version Control and Baselines also get a new History tab on the top tab bar as well. In the Requirements module the History tab includes the same info as the History button on the Requirement Details pop-up window. o Requirements module / Risk Assessment view - Business Criticality and Failure Probability are now included as sub-tabs of the new Risk Assessment tab. A new Functional Complexity tab has been added to provide more info on risk calculations. o Business Components module / Tree view - The Used By tab has been renamed to Dependencies. This tab contains the information from the old Used By tab as a sub-tab along with two new sub-tabs: Resources and Application Area. A new History tab has been added next to the new Dependencies tab. o Test Plan module / Tree view - A new Test Parameters tab has been added next to the Test Script tab. This replaces the Test Parameters button in the Design Steps tab. A new Dependencies tab has been added next to the Linked Defects tab and a new History tab has been added next to the Dependencies tab. o Test Lab module / Tree view - The Test Set Properties tab was removed and its sub-tabs relocated. The Notifications and On Failure sub-tabs became the new Automation tab. The Details and Attachments sub-tabs moved out to the main tab bar. The repositioned Details tab is now the first tab. Selecting a test set will default the display to the Details tab until the Execution Grid tab is selected. THIS CAN INITIALLY BE VERY CONFUSING TO EXISTING USERS BECAUSE THE SELECT TESTS BUTTON IS ALWAYS DISABLED ON THE DETAILS TAB! Module Menu Changes: o The Requirements, Components, Test Plan, and Test Resources modules gain a new menu called Versions in projects with Version Control enabled. o Business Components module - The Components menu has a new Send by E-Mail option that can be used to send details about a component to a user. A new Analysis menu has been added to the menu bar providing standard reports and graphs. o Test Plan module - The Tests menu has a new Convert to Component option and a new Convert to Component button now appears on the menu bar. The Test Parameters button on the Design Steps tab has been replaced by the Test Parameters tab. Miscellaneous Usability Improvements Overview: The following improvements are also available with Quality Center 10.00 o You can update a field value for more than one record at a time in the Requirements, Test Plan (grid only), and Defects modules. o Manual test parameters are considered properties of a test instead of part of a design step making them easier to manage and reuse in multiple design steps. o Performance is improved over WAN networks due to compression of HTTP traffic between the client and the server. o Functional Complexity information can now be captured in the RBT (risk based testing) assessment for requirements. o The tool bar on several modules now spans all panes making more of the tool buttons visible. Mark Ford | IT System Analyst - Sr | Principal Financial Group | http://www.linkedin.com/in/markeford