Administrator Guide
Administrator Guide Silk Central TM
Оглавление
1
System Administration ................................................................................................................. 2
1.1
Introduction .............................................................................................................................. 2
1.2
System Administration ......................................................................................................... 2
1.3
The Administration Unit ....................................................................................................... 3
1.4
Users ........................................................................................................................................... 5
1.4.1
Understanding User Management............................................................................ 6
1.5
Adding Accounts ..................................................................................................................... 7
1.6
Roles ............................................................................................................................................ 9
1.6.1
Adding New Roles........................................................................................................... 9
1.7
Groups ...................................................................................................................................... 10
1.8
Projects .................................................................................................................................... 12
1.8.1
Projects - Baselining.................................................................................................... 14
1.8.2
Baseline Comparison ................................................................................................... 15
Exercise 13-1: Project Baselining .......................................................................................... 15
1.9
Automated Testing Settings – Execution Servers .................................................. 16
1.9.1
1.10
Setting Up Execution Servers .................................................................................. 17
Cross Project Assets – Schedules .............................................................................. 20
1.10.1
Global Schedule Configuration ............................................................................ 20
1.11
Cross Project Assets – Report Templates ............................................................... 21
1.12
Cross Project Assets – Products, Versions and Builds ...................................... 22
1.13
Cross Project Assets – Platforms .............................................................................. 23
1.14
Cross Project Assets – List of Values ...................................................................... 24
1.15
Cross Project Assets – System Settings ................................................................ 24
1.16
Cross Project Assets – Log Files ................................................................................ 25
1.17
Silk Central Licensing...................................................................................................... 25
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Administrator Guide Silk Central TM
1
System Administration
1.1 Introduction
Now that you have completed the initial configuration of Silk Central Test Manager,
the following sections will help guide you through the steps required to set up user
accounts, projects, locations, products, platforms, and global schedules. This
module will also guide you through the process of uploading files to the Web server.
1.2 System Administration
•
There are two types of Administration within Silk Central:
–
–
•
System Administration – A new set of configuration pages for
system administration, database connectivity, creating Clients,
Infrastructure administration and system diagnostics.
•
The default login is sysadmin/sysadmin
•
‘sysadmin’ is the only login to access this area and has no
access to the actual Silk Central user interface.
The Administration Unit– The administration of the Silk Central user
interface. The areas of interest are log files, system settings, user
management, execution servers, schedules, report templates,
products, versions and builds, platforms and list of values. All tasks
are system wide (across all projects).
•
The default login is admin/admin
•
This account has the role definition of ‘SuperUser’ which has all
privileges across Silk Central.
The menus available to the user are:
–
Database: The current configuration information Silk Central is using.
You can configure multiple databases, but only one database at a time
is connected.
–
Clients: Distinct units within Silk Central to maintain a single
installation. A client can be a Customer or a Division within a company.
For example, if we create a client called Borland, the login will be
Borland\admin to access the Silk Central user interface as ‘SuperUser’.
–
Infrastructure: Configuration settings from the Chart Servers, Email
Server (used by Notifications Tab) and a System Proxy (used by
Execution Servers).
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Administrator Guide Silk Central TM
System Diagnostics: Used to retrieve diagnostic information and
system log files.
–
Change Your Password: Change the ‘sysadmin’ account
–
Log out: Exit System Administration page.
–
Help: Online Help.
1.3 The Administration Unit
Silk Central Test Manager’s Administration unit permits administrators to
configure administrative settings.
The Administration section is divided into seven pages, which in turn are divided
into tabs:
System page: Provides for configuration of the system application settings,
database, or repository that Silk Central Test Manager will use to store and retrieve
data; the charting server used to generate graphs and charts; the LDAP
configuration server used to authenticate user access; the optional mail server used
to email reports and status notifications; and the optional system proxy used to
configure a proxy for your location.
Projects page: Provides for project creation and editing, assignment of user
groups and locations to projects, and setting projects active or inactive.
Cross Project Assets :
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Administrator Guide Silk Central TM
Products - create and organize product components, versions of
products, and build numbers of product versions;
•
Platform - set up platform designations for test definitions.
•
List of Values - Value lists are used to populate custom properties
within custom issue tabs that can be configured for Silk Central Issue
Manager
•
Schedules - create global schedules for test executions
•
Report Templates - Provides a variety of core report templates you can
easily use to transform data into presentation-quality information for
analysis. These reports are created with Microsoft Excel or the Eclipse
BIRT Report Designer.
User’s page: Enables management of user accounts, groups, and roles,
determining who has access to the Silk Central Test Manager installation, plus
which projects each can access and with what privileges.
Automated Testing Settings:
•
Locations - Provides for definition of Locations, which are logical
containers for execution servers. Since Silk Central Test Manager
supports worldwide distribution, it is desirable to group execution
servers into locations.
•
VMWare Lab Manager Servers - VMware Lab Manager's integration
with Silk Central Test Manager enables users to manage VMware Lab
Manager directly from Test Manager's UI. Integrated functionality
includes configuration deployment, test execution, result collection,
and automatic undeployment of configurations. Test Manager can
support multiple VMware Lab Manager installations and configurations.
Configurations captured through LiveLink technology are viewed using
VMware Lab Manager.
•
Load Test Agent Clusters - Use this page to manage SilkPerformer
load-test agent-cluster files in support of dynamic workload
assignment.
•
File pool - Used by SuperUsers, administrators, and project managers
to upload/download files to/from the SCTM file pool on the Silk Central
Web server (the front-end server). These files can be made available
for the creation of new test definitions and monitors. Creating a test
definition or monitor from an uploaded file does not remove that file
from the file pool—it creates an independent instance.
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Administrator Guide Silk Central TM
Logs :
•
Audit Log - allows administrators to view all recorded Silk Central user
activity. The log file stores all login and logout information, as well as
all changes to the Silk Central database, for example projects,
monitors, and schedules.
•
The front-end server, the application server, and the execution server
write log files. These files provide valuable information for error
analysis. Silk Central allows administrators to view, search, and
download these files directly from its Web interface.
Help: (not same as online help !)
•
Download product documentation (eg user guide , admin guide
•
Download addtional tools (eg Manual Testing Client or BIRT report
designer)
•
View version information about SCTM and its subcomponents as wel
as license information
Note: For online users, all administrative permissions have been restricted.
There will be no exercises that will modify administrative settings.
This is a safeguard against affecting other online users and core
server settings.
1.4 Users
Adding user and group accounts permits multiple users to create projects and have
access rights to those projects. By default, the “admin” SuperUser account is
available in the setup installation with the password admin. Since this user has all
administrative privileges, you should immediately designate a new password to
prevent unauthorized access to these capabilities.
•
User access and security permissions are managed through:
–
Groups
–
Roles
–
Accounts
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Administrator Guide Silk Central TM
•
SCTM includes one (1) user by default
–
Username: admin
–
Password: admin
–
Role: SuperUser
1.4.1 Understanding User Management
Groups is the “middle layer” that holds the relationships between the 3 main
entities of information : Projects , Account(Users), Roles.
In simple words, a user with a certain role can be part of a group that will give
access to a project and its related assets.
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Administrator Guide Silk Central TM
A user needs a role assigned before it can belong to a group. Groups will accept
same user with multiple roles and different users with the same role
Project access is controlled through group assignments, feature access is controlled
through role assignment
Access to Shared assets is depending on Project access, this is the case for Library
assets but also for Locations (Execution Servers)
Note: groups facilitate bulk assignment of users to projects
1.5 Adding Accounts
To add a user account:
1. On the Administration -> Users page, click the Accounts tab.
2. Click the New User button to display the Add New User Account form.
3. Enter a login (user name) and password for the user. Enter the password a
second time to confirm it is correct.
4. Click the Locked checkbox if you wish to prevent the user from logging in with
the given credentials. This makes the user account inactive.
5. Enter the user’s first name, last name, and email address. This email
address is used when the user selects Change Notifications.
6. Enter the user’s local time zone. Time zone information is used to display
times and dates in the user’s local time zone. SCTM will make the necessary
adjustments for you.
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Administrator Guide Silk Central TM
7. Select a date format, a short date format, and the first day of the week.
Selected date formats are presented to the user in lists, reports, and the
calendar. The first day of the week determines the weekly view in reports.
8. Enter the page refresh time (in seconds). This setting determines the time
interval at which report pages are refreshed automatically. Enter 0 (default
value) if you do not want reports to refresh automatically. The page refresh time
only affects pages that support automatic page refreshing.
9. Enter a CSV separator string. This string is used as a row separator for the
user’s downloaded CSV files. Reports can be downloaded as CSV files.
10.Select a default execution server: The selected execution server will
automatically default to blank. This setting is based on the current configuration
of Silk Central.
11.Select a Group and Role Assignment from the respective drop-down lists,
then click the Add Assignment button beside the drop-down list to add the
group/role combination to the new user account. You must add at least one
group and one role assignment to each user account before you can save it.
12.Click Save to store the new user account.
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Administrator Guide Silk Central TM
1.6 Roles
•
Roles control the features or privileges that are available to a user.
•
Default SCTM roles include:
–
SuperUser: granted all privileges across Silk Central applications
–
Administrator: granted all privileges across Silk Central and Issue
Manager
–
Project Manager: maintain projects for which they are responsible.
They do not have write access to the Administration Unit. They also
have all Issue Manager permissions for the projects they are assigned.
–
Test Manager: responsibilities include planning and execution of tests.
They have full access to libraries of shared steps. They have full read
access to the Requirements Unit.
–
Tester: granted the permission to plan and execute tests. Testers
cannot delete tests. Testers have full read access to the Requirements
Unit. They can view, create and edit all objects in the libraries of
shared steps.
–
Analyst: granted to analyze the results of project assigned to them.
They cannot modify project settings or schedules. Analysts only have
read-only permissions.
–
Reporter: Includes the permissions of Analysts, additionally have the
right to edit and delete reports in Advanced mode.
1.6.1 Adding New Roles
To add a new user role:
1.
2.
3.
4.
5.
On the Administration -> Users page, select the Roles tab.
Click the New Role button to display the Add New Role form.
Enter a role name for the new group in the Name field.
Enter a good description for the new role in the Description field.
In the Permission Settings list, select the checkbox next to each setting you
want to grant to this role. Selecting a top-level parent task automatically selects
all child tasks of that parent. When some but not all child tasks of a parent task
are selected, the parent task has a grayed-out checkmark, indicating partial
permissions in that area.
6. Click Save to return to the User Roles page; the new role is saved and listed.
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Administrator Guide Silk Central TM
If a user has multiple roles within the same group, this will be indicated on the
accounts tab group-column.
1.7 Groups
Group accounts define access to selected projects. When assigned to a group, the
user inherits all access rights for each project defined for that group account. Users
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Administrator Guide Silk Central TM
can be associated with one or more group account. Note that a user can be added
to a group account with different roles. This allows for detailed and efficient
management of user privileges.
•
Define access to projects
•
Users belonging to a group inherit all projects for that group
•
Users can belong to many groups with different roles
•
Default groups exist and new groups can be created
To add a group account:
1. On the Administration -> Users page, select the Groups tab.
2. Click the New Group button to display the Add New Group form.
3. Enter a name for the new group in the Group Name field.
4. Enter a good description for the new group in the Description field.
5. Select a user with a role assignment from the respective drop-down lists,
then click the Add Selection button next to the drop-down list to add the
user/role combination to the new group account.
6. Assign an existing project to this group. You can use the Select
All/Deselect All links to select/deselect all listed projects.
7. Click Save to return to the User Groups page; the new group is listed.
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Administrator Guide Silk Central TM
1.8 Projects
To begin working with Silk Central Test Manager, you must first create a Project.
Projects serve as containers for related test assets and sets of tasks and results.
Users with roles such as Project Manager and Analyst are given access to projects
by being assigned to user groups that have rights to specified projects. Projects are
created and maintained by administrators and SuperUsers.
•
Container for related test assets, tasks, and results.
•
Can be created and maintained by users with the role of :
•
–
Administrator
–
SuperUser
Can be accessible via users of role:
–
Project Manager
–
Analyst
To create a project:
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Administrator Guide Silk Central TM
1. On the Administration -> Projects page, click New Project to display the
Add new project page.
2. Enter a project Name and Description.
3. Select the Project Owner.
4. To activate the project, select the Active checkbox; an unchecked box
leaves the project inactive.
5. The Groups section includes a list of registered user groups. Select the
Assigned checkboxes to specify the user groups to work with this project.
6. From the Locations list at the bottom of the page, select the location(s)
from which this project’s tasks are to be executed.
7. Click Save to save your settings. You will be returned to the Projects page,
and the new project is listed.
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Administrator Guide Silk Central TM
1.8.1 Projects - Baselining
A project baseline is a snapshot of a project at a given time and can be created for
any project or even another project baseline. The last run of each execution
definition in the project is also included in the project baseline. The schedule
options included in a project baseline are initially set to none, to prevent losing the
execution status of the last runs. An example usage of a project baseline is to save
a snapshot of a project immediately after a release. The Baseline Comparison
report in Test Manager shows the amount of test definitions that are currently
different in the project compared to the project baseline. For more information on
the report, refer to the Test Manager Help.
For each new project baseline that includes an element of the Test Plan unit, the
History page of the element includes an entry with links to the project baseline and
the corresponding element in the project baseline. If the element itself was created
as part of a project baseline, the first entry in the History page includes links to the
original project and the corresponding element in the original project.
When test definitions in the original project include calls to shared steps objects
from libraries, you can define during the creation of the project baseline whether all
calls are resolved or kept. The project baseline has the same visibility on the
libraries as the original project. For more information on shared steps objects, refer
to the Test Manager Help.
Note: Project baselines can be created by the administrator, project
manager, and SuperUser roles.
•
Provides a way to archive a major release of software.
•
Creates a project “snapshot” as a duplicate project which appears as “child
node” in the list of projects (if the baseline is “active”)
•
Project Baselining provides:
–
An option to detach library assets and create additional asset versions.
–
The ability to compare baselines.
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Administrator Guide Silk Central TM
1.8.2 Baseline Comparison
•
Compare TestPlans between:
•
Two different baselines.
•
A baseline and the current version.
•
Multi select rows by using shift + click (don’t use the project name column).
•
Right click to bring up context report: “Baseline Test Plan Comparison”.
Exercise 13-1: Project Baselining
Objective: Create a project baseline and use it to track changes.
We have now reached a point in testing the ShopIT application that the test assets reflect
the testing efforts that will be performed for this current release. In other words, we have
reached a major milestone in the lifecycle of ShopIT. Before we start testing efforts and
planning for the next release of the application under test, it is appropriate to snapshot our
testing efforts by generating a project baseline.
1. Click on the Administration menu to navigate to the administration unit,. Within the
Project Management section, select Projects.
2. In the list of projects, select your project. The bolded text will show the active project.
3. Click the Baseline Project icon
from the Actions column.
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Administrator Guide Silk Central TM
4. Enter the baseline name “ShopIT V6” and description “Baseline for V6”. Use the other
default settings in Baseline Project dialog (This will create new versions for all assets
in the original project, and detach library assets).
5. Click OK to start baseline generation.
6. Acknowledge the time warning by clicking Yes in the Baseline Project popup dialog.
7. After the baseline is created click Finish in the dialog.
Note: It is not necessary to update the Source Control Profile(s) at this time.
8. Click Yes to activate the new baseline project.
9. Navigate to the Tests Unit and review the change history for your Test assets. For each
Test, view the History tab.
Note: You should see a new version has been created for every asset.
10. Create a new Test in a Test Container of your choice.
11. Select the Project List menu by hovering over the Projects: <your project name>
menu.
12. Simultaneously select both your project and its baseline.
Note: hold the Ctrl-key and click in the Project ID column to multi select in the list.
13. Right click on the selected lines and choose Reports->Baseline Tests Comparison
from the context menu.
14. Review the report and validate that the changes are visible in the comparison report.
You should see a new test listed based on the name created from Step 10 above.
1.9 Automated Testing Settings –
Execution Servers
•
Used for configuring Execution Servers for automated test execution.
•
One location can have multiple execution servers.
•
Can be considered as cross project asset, access managed by project.
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Administrator Guide Silk Central TM
1.9.1 Setting Up Execution Servers
Silk Central’s execution servers are responsible for executing monitors and
scheduled test definitions; for example, SilkTest/SilkPerformer scripts.
To execute SilkTest and SilkPerformer tests, SilkTest and SilkPerformer software
must be installed on the same computer on which Silk Central execution servers are
installed.
To configure a physical execution server:
1.
Navigate to Administration -> Locations.
2.
Select a Location link for the new execution server or create a new location
•
To create a new execution server, click the New Execution Server
button.
•
To edit an existing execution server, click the respective Edit button in
the Actions column.
3.
Enter a Name and Description for the execution server.
4.
Select the Physical execution server radio button.
5.
Enter a valid IP address or hostname in the Hostname or IP address field.
6.
Specify the port on which the execution server listens in the Port field.
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Administrator Guide Silk Central TM
Note: Select the Use SSL checkbox if you want to connect to the execution
server via SSL.
To connect to the execution server through a nonstandard SSL port, please refer to
the related procedures.
7.
Enter a responsiveness timeout in seconds in the Responsiveness Timeout
field.
8.
To assign keywords to this execution server click Keywords
To configure keywords for an execution server
1. On the Assign Keywords dialog, select a keyword in the Select
keywords list.
All available, unassigned keywords are listed in the Select
keywords column. If you are working with a new Test Manager installation
you may not see any available keywords.
NOTE: Though not visible on the Assign Keywords dialog, reserved
keywords are created for each execution server that is configured
for the system. These reserved keywords are only available when
assigning keywords to execution definitions.
2. Select keywords in the Select keywords list that describe the environment
on the execution server (platform, operating system, pre-installed
applications). You can use your keyboard's CTRL and SHIFT keys to select
multiple keywords using standard Windows multi-select functions.
NOTE: The Select keywords field is auto-complete enabled. When you enter
alphanumeric characters into this field, the field is dynamically
updated with an existing keyword that matches the entered
characters. Note that this field is disabled when multiple keywords
are selected in the Select keywords or Assigned Keywords lists.
3. Click the Add (>) button to move the keyword into the Assigned
Keywords list.
4. Click OK to save the keywords and close the Assign Keywords dialog.
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Administrator Guide Silk Central TM
To create new execution-server keywords
1. On the Assign Keywords dialog, enter an alphanumeric keyword into
the Keyword field that describes the environment on the execution server
(platform, operating system, pre-installed applications).
The following characters can not be used in keywords: #$?*\,;'"
NOTE: Keywords are case insensitive (for example, “Vista” and “vista” are
handled as the same keyword).
2.
Press the ENTER key. The new keyword is now available for assignment.
3. Select the Active checkbox to activate the execution server.
4. Click the Test Connection button to establish a test connection to the
execution server. You will receive a message stating that the execution
server has successfully been connected. If you receive an error message,
ensure that your settings are correct, the network is configured properly, and
the required software is installed on the execution server you are setting up.
5. Click OK to save your settings. The server now appears on the Locations
tab in the list of available execution servers. Tests can now be run on this
execution server.
Note: Silk Central automatically creates a default location called Local.
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Administrator Guide Silk Central TM
1.10 Cross Project Assets – Schedules
1.10.1
Global Schedule Configuration
Silk Central lets you define global schedules that can be reused in Test Manager for
the scheduling of execution definitions. Global schedules speed up the process of
scheduling execution definitions, because you need only schedule those execution
definitions that require special scheduling.
Global scheduling can be useful in many circumstances, such as:
•
Scheduling your acceptance test execution definition to run just after
each weekly build release
•
Running SilkTest or SilkPerformer automated scripts after-hours so the
results will be available in the morning
•
Coordinating automated tests to run on multiple computers
•
Serving as a reminder for manual testers to execute their test sets on
time
Project schedules are defined in the same way as we did in the Executions
Definitions section.
To create a global schedule:
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Administrator Guide Silk Central TM
1. Select the Schedules tab of the Administration -> Configuration page to
display the Schedule Profile page listing all of the global schedules that have
been created for the system.
2. Click the New Schedule button.
3. Enter a Name and a Description for the new schedule.
4. Define further schedule settings:
•
From: Specify a start date/time for the schedule by clicking the Edit
icon
•
Interval: Specify the time interval at which an execution should
repeat. The available range is from 1 minute to 36 days.
•
Adjust schedule to daylight saving time changes: Select this
checkbox to have scheduled executions automatically adjust to
daylight saving time.
•
Run: Specify the end date/time at which execution should end. Select
Run forever or Run until a defined date/time. Click the Edit icon to
make the adjustment.
5. Click the Add Exclusion button to define weekdays and time-of-day
intervals at which the test definition Add Definite Run should not execute.
Click OK to close view.
6. Click the button to define a point in time when the test definition must
execute. Click OK to close view.
7. Click Save when you have finished defining the schedule.
1.11 Cross Project Assets – Report Templates
Now, let's take a look at certain assets found in the Administration section that may
be used across multiple projects.
Reports
Silk Central offers a variety of core reports that let you quickly and easily transform
data into presentation-quality information for analysis. These reports are created
with Microsoft Excel or the Eclipse BIRT Report Designer. SCTM provides a copy of
the BIRT Designer tool under the Help -> Tools section. To customize reports
created with Microsoft Excel, you need a copy of Microsoft Excel.
The Report Templates screen allows users to download, modify, and share new
report templates with other users. You may want to upload a report template after
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Administrator Guide Silk Central TM
you have edited it with BIRT Report Designer or Microsoft Excel. You can run a
report only if you have access to the project to which the report is associated.
SuperUser, Administrator, or Project Manager privileges are required to create and
upload custom reports. You cannot upload or update reports with Analyst, Tester,
or Test Manager privileges. You can upload .rptdesign or .xls files only.
1.12 Cross Project Assets –
Products, Versions and Builds
•
A basis for Test Container assignment
•
Also, used by Issue Manager for defect assignment
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1.13 Cross Project Assets –
Platforms
•
Used as an attribute for Tests Unit
•
Configuration property for Issue Manager
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Administrator Guide Silk Central TM
1.14 Cross Project Assets –
List of Values
Value lists are used to populate custom properties within custom issue tabs that
can be configured for Silk Central Issue Manager (Issue Tracking Configuration).
See the Silk Central Issue Manager Administration Guide for details regarding
custom issue properties and tabs.
1.15 Cross Project Assets –
System Settings
•
Used to configure Cloud Providers
–
•
LDAP Servers
–
•
Configuration for Silk Central logins via LDAP server
Load Test Agent Clusters
–
•
Configuration for VMWare vCloud Execution Servers
An integration with SilkPerformer Load Testing tool as workload
assignment for Execution Servers
VMWare Lab Manager Servers
–
Configuration for VMWare Lab Manager as virtualized computers used
as Execution Servers
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1.16 Cross Project Assets –
Log Files
•
Logs may be considered a type of administrative report.
•
Logging levels can be adjusted (see online Help).
SCTM includes two types of logs:
•
Audit logs – Used to view user activity
•
Technical / Troubleshooting logs: Used to view communication between core
architecture, Issue Manager & Test Manager modules.
–
–
Technical logs are available from the Front-End Server, Application
Server, and Execution Servers
Used to view SCTM user, project or location activity
•
Audit Log: Enables administrators to view all recorded Silk Central Test
Manager user activity. The log file stores all login and logout information as
well as all changes to the Silk Central database (e.g., projects, monitors,
schedules).
•
Front-end Server Log: Stores log files written by the front-end server
service. Here the communications among the Core Architecture (CA), Issue
Manager (IM), and Test Manager (TM) modules are logged. These files
provide valuable information for error analysis. Silk Central allows
administrators to view, search, and download these files directly from its
Web interface.
•
Application Server Log: Stores log files written by the Application Server
service. Similar to the front-end server, the modules logged are identical CA,
IM, and TM messages.
•
Execution Server Log: Stores log files written by the Execution Server
service
1.17 Silk Central Licensing
•
Silk Central Test Manager licensing is controlled via SilkMeter license keys.
•
SilkMeter is typically installed on the same machine as the Application
Server. Network communications for SilkMeter typically uses port 5461.
•
Each key (left panel) defines feature access (right panel).
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Administrator Guide Silk Central TM
•
Silk Central uses the following types of keys:
–
Silk CentralTestManager xx.x
•
–
Silk CentralIssueManager xx.x
•
–
The “Licenses” value allows a number of user access to Issue
Management module.
Silk CentralManualTesting xx.x
•
•
The ”Licenses” value allows a number of users access to Test
Management module.
The “Licenses” value allows users to execute tests from the
Manual Testing Window. Each user connecting online will acquire
a license.
When keys are in use, SilkMeter will show the user & machine that is
consuming a license. This is a nice visual display to validate key usage.
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