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Worksoft® Certify Developer

Certification Study Guide


2016

Worksoft® Certify Developer Certification Exam 1


Study Guide
Section 1. Exam Outline
The Worksoft® Certify Developer Certification exam measures a candidate’s knowledge and
skills related to the objectives listed below. Not only should the candidate have knowledge
gained from attending a Worksoft instructor led training, but also have hands-on experience as
a Certify developer and have demonstrated the application of each of the features and functions
below.

General
 Main Certify navigation pane items
 System configuration
 Project and user setup
 Best Practices and Methodology

Processes
 Create and edit Processes
 Various ways to execute a process
 Distinguish between Certify Capture and LiveTouch
 Execution Configuration
 Debugging and troubleshooting common execution errors
 System actions
 Data type formats
 Loops and logic

Data
 Layout and Recordset creation
 Use of recordsets in unit/transaction/end-to-end processes
 Recordset filtering
 Importing/Exporting recordsets
 Recordset modes

Variables
 Explain different types of variables
 Create and edit variables
 Troubleshooting variables during execution

Results
 Result folders
 Result properties
 Different types of reports generated from results

Worksoft® Certify Developer Certification Exam 2


Study Guide
Maps
 Map import and reconciliation
 Creating custom objects
 Modifying window and object attributes

Requirements
 Create and edit Requirements
 Link Requirements to Processes

HTML
 System Browser actions
 Cross Browser development and execution
 Interface specific actions and associated parameters
 Dynamic windows and objects

SAP
 SAP GUI configuration
 Interface specific actions and associated parameters
 Dynamic windows and objects
 Handling pop-up windows and multiple sessions
 Troubleshooting SAP interface errors during execution

Worksoft® Certify Developer Certification Exam 3


Study Guide
Section 2. Sample Exam Questions
The following questions are representative of those on the Worksoft® Certify Developer
Certification exam. The questions are not designed to assess your readiness to successfully
complete the certification exam, but should be used to become familiar with the types of
questions on the exam. The actual exam may be more or less difficult than the questions
below.

1. True/False. When pasting a step, the step is inserted below the target step.
A. True
B. False
2. What is the data type format to format 9123.9 as $9,123.90?
A. $#,###.00
B. $0000.00
C. 00000.###
D. None of the Above
3. Which of the following statements are true for system variables?
A. Values can be assigned to the variable
B. Can be included in recordsets
C. Cannot be assigned to output parameters
D. Answers A and B
4. Which of the following will yield a skip step?
A. Comment out the step
B. A carat (^) value assigned to a variable in the parameter
C. Pressing the skip button in the execution dialog window
D. All the above
5. True/False. The export button on the Configuration window will export the recordset.
A. True
B. False
6. John is using the System | System | Date | Math action. Which data type variables can
he use?
A. Date
B. Number
C. Text
D. All the above
7. Ryan is creating a role based end-to-end process that will be executed lights out. Which
of the following is not a recommended practice in handling the passwords?
A. Use Test IDs
B. Add manual steps to enter in passwords
C. Mask the value for the password variable
D. None of the above

Worksoft® Certify Developer Certification Exam 4


Study Guide
Section 3. Answers to Sample Exam Questions

1. B
2. A
3. C
4. D
5. B
6. A
7. B

Worksoft® Certify Developer Certification Exam 5


Study Guide
Section 4. Help Topics to Review
The Worksoft Certify Online Help is an excellent resource for learning Certify and reviewing for
the Certification Exam. The following pages are key topics extracted from the Help. Please refer
to the actual Online Help for the most recent information.

The Help topics are organized alphabetically. To quickly navigate these topics turn on
Bookmarks in Adobe reader to display a table of contents in the navigation pane.

View > Navigation Panels > Bookmarks

Worksoft® Certify Developer Certification Exam 6


Study Guide
Adding Steps to Processes with Certify:LiveTouch Page 1 of 2

Adding Steps to Processes with Certify LiveTouch


Before you use the Certify LiveTouch utility, you must do the following:

Learn the SAP, HTML, Silverlight, or Java screens that you want to test.
Import the map into Certify and assign it to an application.
Add the application to a Certify project. This project will need to be opened.
Insert a step in the new process.

When Certify LiveTouch is open, any click you make with the mouse is captured. As a result, if you click
outside of the application, you may need to pause LiveTouch. To pause LiveTouch, click the Pause button.
To restart LiveTouch, click the Start button.

Multiple Select Option


When inserting new steps, you can select multiple objects to create several steps at one time. In order to
create steps in the correct order, you will need to select the objects accordingly.

To add steps to a process with Certify LiveTouch:

1. Open the application and navigate to the screen that you will use for your Certify process.
2. In the Certify Navigation pane, click Processes.

The Processes window appears.

3. In the Processes Summary pane, right-click a process and select Edit.

The Process and Data Editor appears.

4. Click the Steps tab.

The Steps tab appears.

5. In the Step grid, right-click on the step you want to go before the step you are creating and select Insert
Step Below Using LiveTouch. If this were a new process with no steps, then you would have to first
add a step before you right-click on the step to invoke the Insert Step Below Using LiveTouch menu
option.

Certify minimizes, and the Certify LiveTouch utility appears.

6. In the LiveTouch utility, click Pause so that you are able to select options from the menu.

7. If you want to view the object's fields, select View > Fields or View > Fields <Show when hovering
mouse).
8. If you want to learn new objects while adding steps to your process, select the Learn > Learn Objects
as Needed option.
9. If you want to save your new objects to a specific application version, select the Learn > Save Objects
to Application Version.

10. Click Start to begin creating steps.


11. Place your mouse over the application window.

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Adding Steps to Processes with Certify:LiveTouch Page 2 of 2

A red highlight appears around objects in the application. If you want to change the highlight color, from
the Certify LiveTouch menu select Settings > Highlight Color.

12. Select multiple objects you want to add to your process by clicking on the highlighted objects.

If you selected to view the fields, the object information for each of the selected objects appears in the
text fields of the Certify LiveTouch utility.

LiveTouch shall validate the selected object to ensure that it is recognized by Certify for the current
project. If it is not recognized, then LiveTouch will display a message that you will not be able to select
the object because it has not been learned or not associated with an application version in the current
project. This object may be present in another application version. If you selected the Learn Objects as
Needed, then you will be able to learn this object.

13. After you have completed your selection, click the Save and Close button in Certify LiveTouch.

The Certify Process and Data Editor appears. In the Step grid, multiple steps has been inserted for the
selected objects, and the steps are pre-populated with the following information:

z Application version
z Window
z Object
z Action
z Parameters

Parameters will only be captured if values were present in those fields when captured by LiveTouch.

14. If needed, modify the action and add any needed parameter information.
15. Repeat this process to add additional steps.
16. Click the Save button to save the process.

Note: If you are having trouble using LiveTouch for Java, the following log files are located on your C:\
drive: TimeTrackFRomLivetouch.txt and livetest.txt.

Related Topics

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Adding Steps to Processes Page 1 of 4

Adding Steps to Processes

In the Steps tab, you will add the steps to a selected process. For each step, you will select a
value for each option in a drop-down list:

Option Description

Application Contains a list of available application versions that


version are associated with the opened project.

Window Contains a list of learned and system windows


available for the selected application version.

Objects Contains a list of available objects for the selected


window.

Component Contains a list of valid actions for the selected


Action object.

The Steps tab contains two tabs where you will set the following information for an individual
step:

Tab Description

Parameters Define parameter values for the step.

On True/On False Define how to handle pass/fail conditions when


running the process.

Note: You can resize the panes in the Step tab by dragging the split bar.

To add steps to a process:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, right-click a process and select Edit.

The Process and Data Editor appears.

3. Click the Steps tab.

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Adding Steps to Processes Page 2 of 4

The Steps tab appears.

4. Right-click in the Step grid and select New.

A new step is added to the grid.

5. By clicking on the drop-down list, you will need to select values in the following columns:

z Application version
z Window
z Object
z Action

A step is added to your process. Repeat this process to add additional steps.

Note: You can also add steps by clicking <Insert> or by using the Steps tab right-click menu and
selecting one of the following options:

z Insert Step Above - Copies the selected step and pastes the step above the original step.
z Insert Step Below - Copies the selected step and pastes the step below the original step.
z Insert Step Below Using LiveTouch - Use the Certify:LiveTouch feature to insert steps. For more
information, see Adding Steps to Processes with Certify:LiveTouch.

To add parameters to an action:


Based on the action you selected, you may need to add attributes and parameters to the action. You will add the
values to your actions in the Parameters tab.

1. In the Step grid, click on a step.

The Parameters tab displays the values that you need to define.

2. Type in values, select values from the drop-down lists, or click the corresponding buttons to select a
value:

Select Variable

Select Layout

Select Date/Time

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Adding Steps to Processes Page 3 of 4

Select Existing Process

New Process

3. After you have selected values for all of the steps, click the Save Process button or select File >
Save to save the process.

The Parameters tab also allows you to add recordsets, set recordset modes, and create a recordset
filter.

To set On-True/On-False conditions:


Certify sets Continue as the default value on how to handle the following pass and fail conditions on steps
when running a process:

Failed
Passed
Aborted
Skipped
Unknown

Listed in the following table are the options you can select for managing the step conditions:

Condition Description

Continue Continue running the process.

Exit Process Exit the specific process that is running.

Start at first step with Start at the next record in the recordset.
next record

Exit All Exit the entire process cycle that is running.

Jump Jump to a specific target step. Select a step from the drop-down
list.

Execute Process Execute a specified process. You will need to select the following
parameters:

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Adding Steps to Processes Page 4 of 4

z Process

z Target step - which step in the process to start

z Retry count - how many times to retry this process if it fails

Change Execution Flow Change the execution flow of the current process. Select an
execution flow rule from the drop-down list. For more information,
see Understanding Execution Flow Rules and Changing the
Execution Flow For a Process Step.

Linking Process Steps to Requirements


You are able to track requirements for your application by linking process steps to requirements. For more
information, see Linking Process Steps to Requirements.

Go to Child Process Option


When you right-click on an Execute Process step, one of the options in the right-click menu is Go to Child
Process. This option allows you to open the child process. The child process is highlighted in the Navigation tree
and the steps appear in the Steps tab.

Creating System Action Steps with Keyboard Shortcuts


To insert system steps in a process, you can use keyboard shortcuts. The new step will be created below the
step that you have selected. For a list of the keyboard shortcuts, see Steps Tab Keyboard Shortcuts.

Related Topics

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Adding the Firefox Extension to the HTML Interface Page 1 of 1

Adding the Firefox Extension to the HTML Interface


The Certify HTML interface supports the execution of processes against Mozilla Firefox® v18 or later versions.
Certify does not support learning Firefox applications with Certify Web Learn and Certify Livetouch.

When you use Firefox to execute processes, you will find that some objects get rendered differently across
browsers which may prevent the same Certify process from running successfully across different browsers. In
order to execute the same Certify process against Firefox, the attribute strings for the objects need to have simple
criteria for object identification. Before you execute the process in Firefox, review the object attribute strings and
simplify the recognition criteria without sacrificing object uniqueness.

To test out cross-browser automation after installing the Firefox extension, use the Certify Web Sample Login
application that was designed to render the same objects across different browsers. The application is located in
the following directory:

Worksoft\Samples\CertifyWebSampleApp\Version1\CertifyWebSampleLogin.htm

You must have local administrative rights to install the Firefox extension. The Certify Firefox™ extension is
installed automatically with Worksoft Certify 8.7.0.735 patch and later versions. If the extension did not install
correctly, please follow the instructions below. You must have local administrative rights to install the Firefox
extension.

To add the Certify Firefox extension:

1. Log on to the Windows machine as an administrator.


2. Open Firefox.

3. Open a Windows Explorer® window and navigate to the Worksoft Automation Extension.xpi file that is
located in the following directory:

Certify > Interface Client > Worksoft > wsTest > HTML

4. Drag and drop the Worksoft Automation Extension.xpi file any where in the Firefox browser window.

A message appears asking if you want to continue with the installation.

5. Click Install Now.

If the installation was successful, a message appears in the Firefox browser saying the extension was
installed.

6. Close the message.

You may want to create a simple process using the sample application CertifyWebSampleLogin.htm to
test against Firefox browser.

Related Topics

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Adding Variables to Process Steps Page 1 of 1

Adding Variables to Process Steps


Depending on the action you select for your process step, you may need to add parameters to the action. The
Select Variable dialog box allows you to add variables as the parameter to the action.

Also, you are able to use the keyboard shortcuts <Ctrl> <C> and <Ctrl> <V> to copy and paste existing variables
from one step to another step.

To add variables to a step:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, double-click a process.

The Process and Data Editor appears.

3. Click the Steps tab.

The Steps tab appears.

4. Select a step in which you want to add a variable as a parameter.

5. In the Parameters tab, type in a value in the field or click the Select Variable button next to the field
in which you want to add a variable.

If you clicked the Select Variable button, the Select Variable dialog box appears.

6. In the Navigation pane, select the folder that contains the variable you want to add.
7. In the Variables Summary pane, select a variable.
8. Click OK.

The variable appears in the Parameter field of the Process and Data Editor.

If you chose a date or number variable, a Format text field appears under the parameter.

9. If you want to select a specific format for this variable, select a format from the drop-down list or click the

Select Variable button to select a format.


10. To save the process change, click Save.

Note: In the Select Variable dialog box, you can filter information shown in any column and customize the
amount of information you are viewing. You can define a custom filter to be applied to the current grid
column. For more information on setting up filters, see Creating Filters for Column Views.

Related Topics

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Applying Variables to Process Steps Page 1 of 1

Applying Variables to Process Steps


Variables are applied to process steps in the Process and Data Editor. When you create a new step or select an
existing step, you will use the Parameters option for the selected step to select the variable that you want to use.
If you are using static data, then you will replace the static data with the variable that you have created.

You can use the variables in process steps to:

Field value is unknown before execution. The value of a variable is changed when an application
returns a value that is randomly generated. For example, creating an order generates an order number,
and the order number can be stored in a variable for verification or other uses.
A value must be derived from a combination of other variable values and/or static values. The
variable value is based on calculations or concatenations of other variables or static values. These
operations are performed by process steps and the resulting value is stored in a variable. For example, an
application requires the month and year to be added to a file name in order to locate the file within a list.
The month and year can be concatenated from two variables and added to another variable containing
the file name. The variable can then be used to locate a file within the list.
Process execution order varies. The names of processes can be named by a variable, so that each
iteration through the recordset calls a different process. For example, you may have a set of processes for
your application to add an account, add a transaction, and verify a portfolio. Instead of creating three
separate Execute Process steps, you can associate a recordset with your master process and have one
Execute Process step that calls an Account processes variable. Since the variable is associated with a
recordset containing the names of all the processes you want to execute, each of the processes are
executed in the order they appear in the recordset.
You need to work with system information. Pre-defined system variables can be used in your process
steps to capture information, such as the computer name, user name, and process name. For example,
you may want to capture the system date for comparison against another date variable or get the status of
the last step executed to verify the step passed.
You need to log into other systems or applications during execution. User-defined variables can be
used in your process steps to log into other systems or applications referenced in your process execution.
For example, you may have a legacy system containing data that you need to compare with data from the
application you are testing. You can add a user variable in your process to input the user ID and password
for the legacy system or application. You can also set a process (local) or project variable to the value
contained in a system variable.

Skip Character
There are times when you may have variables in process steps that are not needed for process execution. When
this occurs, you can type a caret ( ^ ) character which is the special value that is designated as the skip character
for any value in a recordset. Any step that refers to a variable whose value contains this character is skipped. For
example, if certain fields or objects are enabled or disabled based on data values, the skip character can be used
in a recordset to designate when disabled fields should be skipped.

This skip character of a variable is only viewable in the Execution dialog box. Any steps that use variables with
skip characters will be marked as skipped and not be executed. Both input and output parameter variables are
checked. The only way to alter a variable with a skip character during execution is with a write or a read recordset
action at the process or step level.

See Also

Variable Types

Creating Process (Local) Variables

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Authenticating Users Against Your LDAP System Page 1 of 3

Authenticating Users Against Your LDAP System


Worksoft Certify allows you to authenticate users against your Lightweight Directory Access Protocol (LDAP)
system. During the Certify log on process, the user name and password combinations will be validated against
LDAP. A user that is authenticated against LDAP will still need to have the appropriate permissions within Certify
to create and execute processes. The Certify user name must have the same user name for authorization within
Certify.

This option is only available to users who have administrator rights.

To enable Certify to authenticate users against LDAP:

1. From the Certify menu, select Tools > Change LDAP Configuration.

The LDAP Configuration tool opens.

2. Select the Use LDAP Authentication option.

The LDAP Settings fields are enabled.

3. In the LDAP Settings section, enter your information into the following fields:

Field Description

Host/IP Address Type in the domain name or IP address of the LDAP directory
server.

Domain Example: worksoft.com

LDAP Port Optional - Type in the host port.

The default port number is 389. If a value is not specified, the


default port will be used.

For secure connections using Secure Sockets Layer (SSL),


the default port number is 636.

Use Secure Connection By default, LDAP traffic is transmitted unsecured. Select this
(SSL) option to make LDAP traffic secure by using an SSL
connection.

Base DN Type the Base Distinguished Name (DN) for LDAP.

LDAP references an object by its DN. The Base DN identifies


the starting point of a search with a sequence attributes
connected by commas and no spaces.

Example: ou=test,ou=sales,dc=example,dc=com

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Authenticating Users Against Your LDAP System Page 2 of 3

If the LDAP authentication throws request timeout errors,


make the base DN search more specific.

Example: ou=people,dc=treea,dc=foobar,DC=com
instead of dc=treea,dc=foobar,dc=com

If you do not know the Base DN, consult your LDAP


administrator or check your LDAP browser.

Authentication Type Select the authentication method for your LDAP server:

z Anonymous

z Basic (Default)

z Negotiate

z Ntlm

If you do not know your Authentication Type, consult your


LDAP administrator.

User DN Type in the user who will connect to the server. This user
must have read and execute permissions for the whole sub-
tree.

If your LDAP directory server requires a domain for logging on


to the system, include the domain for the user as well.

Password Type in the password to connect to the LDAP service on the


specified LDAP Server.

4. Click Test LDAP Settings to verify that your LDAP configuration is valid.

If your configuration does not pass, consult your LDAP administrator.

5. In the Filter field, a default logical expression, (|(uid={0}*)(sAMAccountName={0}*)), is listed.

This expression specifies attributes the requested LDAP entries must contain. Substitute the {0} with
the user name in which you plan to use when logging on to LDAP.

If the LDAP authentication throws request timeout errors, edit the filter expression to the following:

(&(objectCategory=person)(objectClass=user)(sAMAccountName={0}*))

6. In the Verify LDAP User section, type in the network user name and password to validate against the
LDAP server. This same user name and password will be used when logging on to Certify.

7. Click Verify LDAP User Credential to verify the user.

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Authenticating Users Against Your LDAP System Page 3 of 3

8. Click OK to save the values to your Certify database.

Next time users log on to Certify, they will be authenticated against the LDAP system.

Related Topics

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Capture Screen Action Page 1 of 1

Capture Screen Action


Interface
System

Description
The Capture Screen action takes a snapshot of a screen. The capture is displayed in the execution log.

Use this action anywhere inside a process to perform a screen capture where an error is occurring in your test.
For example, your test fails at a certain field in your application window each time it is executed and you want to
see why the failure is occurring. By using the Capture Screen action, you can capture the desktop or active
window.

The snapshot taken is stored in *.jpg format unless you are using the Mainframe platform. If testing on a
Mainframe platform, you can capture the text on the screen by using the Text option.

Narrative
Capture Current Screen

Parameters

Parameter Description Data Type Control List Values


Type

Type Type Text ListBox Desktop

Active

Window

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Capturing Screen Images Page 1 of 3

Capturing Screen Images


Certify provides the capability to capture screen images of:

All of the steps in the process


Only steps that are aborted or failed
Every time the window changes

The image is saved to the log entry of the test step execution, and you can view this image in the Test Step
Image tab of the Result Viewer. To view the image in the Result Viewer, select the executed process in the
Navigation tree and then select the step in the Summary pane. Screen captures are saved as .jpg files.

You can capture screen images by two ways:

Setting the Capture Screen options in the Configuration dialog box and clicking Run in the Execution
dialog box
Executing a process in the Execution dialog box.

Capturing All Steps


If you select to capture all of the steps in the process, you may run into some memory issues if the process has a
large number of steps, and your database will grow at a fast pace. The Capture All Steps option is more
appropriate for users who run a daily archive of the results that removes the results from the Certify database.

To set the Capture Screen options in the Configuration dialog box:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, complete one of the following:

z Select a process and click the Run button


z Right-click a process and select Run.

Note: You can also run a process from the Process and Data Editor by clicking the Run button in the
toolbar.

The Configuration dialog box appears.

3. In the Logging Settings section, select the a screen capture option from the Capture Screen On drop-
down list:

Option Description

CaptureNone Capture no screen images.

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CaptureAbortedSteps Capture screen images for only aborted steps.

CaptureAllSteps Capture screen images for all steps.

CaptureFailedSteps Capture screen images for only failed steps.

WindowChange Capture screen images every time the window changes.

4. In the Logging Settings section, select the screen capture mode from the Screen Capture Mode drop-
down list:
z CaptureDesktop
z CaptureActiveWindow

5. After you have configured the rest of your execution, click Start.

The Execution dialog appears, and you can now run the process execution.

6. Click Run.

The Result Viewer appears.

7. View your screen captures in the Result Viewer under the Test Step Image tab.

To capture a screen while executing a process in the Execution dialog box:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, right-click the process you want to execute and select Run.

The Configuration dialog box appears.

3. Configure your settings to run your process. For more information, see Configuring Process Execution.
4. Click Start.

The Execution dialog box appears.

5. Click Step to step through your execution.

6. As you step through the process execution, click the Capture arrow and select one of the following
options:
z Capture Active Window
z Capture Desktop

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Capturing Screen Images Page 3 of 3

7. Repeat Step 6 if you need additional screen captures.

When the last step of your process has executed, the Result Viewer dialog box appears.

8. View your screen captures in the Result Viewer under the Test Step Image tab.

See Also

Running Processes

Setting Breakpoints

Adding Watch Variables

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Changing the Execution Flow For a Process Step Page 1 of 1

Changing the Execution Flow For a Process Step


When creating a process step, you have the option to indicate what action to take should the process step pass
(On True) or fail (On False). If you have created execution flow rules, you are able to use these rules along with
the Change Execution Flow action.

There are two actions available for each rule:

Action Description

Exit Process Exits out of the current process being executed and returns to the
parent process that called the current process.

Start at first step Stops the execution at the current step and returns the execution to
with next record the first step of the current process. If the current process has a
recordset attached, the current recordset action is attempted, and
the execution continues from the first step. If the current process
does not have a recordset attached, the current process exits.

To handle an execution flow rule, the rule must be associated with the current process. You can create a link
between one or more existing execution flow rules, and the current process from the Execution Flow Rule pane.
For more information, see Adding an Execution Flow Rule.

To change the execution flow for a process step:

1. In the Navigation pane, click Processes.

The Processes window appears.


2. In the Summary pane, right-click on a process that has an associated execution flow rule and select Edit.

The Process and Data Editor opens.


3. In the Process and Data Editor, click the Steps tab.
4. In the Step Assembly pane, select the step where you want to change the execution flow.
5. Click the On True/On False tab.
6. In the On True Action drop-down list, select Change Execution Flow.
7. In the Execution Flow Rule drop-down list, select the rule that you want to apply.
8. If needed, repeat Steps 6 and 7 for the On False action.

9. Click the Save button or File > Save to save the process update.

Related Topics

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Comment Action Page 1 of 1

Comment Action
Interface
System

Description
The Comment action allows you to document processes or label a group of steps within a process. If your
process has steps that relate to different tasks, you can add a comment. You can have multiple comments within
a process.

Use the Comment action to document your test. For example, you may want to document what a certain portion
of a test is to accomplish so others can understand the results they should see in the test.

Narrative
<Comment>

Parameters

Parameter Description Data Type Control Type

Comment Comment Text EditBox

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Concatenate Action Page 1 of 1

Concatenate Action
Interface
System

Description
The Concatenate action extracts multiple value sets and stores them into a single variable. Use this action when
you have multiple values and need to merge them together. For example, you can initialize the variable A with the
values "The", "road", "is", and "straight". or use variable containing these values. The resulting value of Variable A
would be "The road is straight". You can then use this variable in future tests.

Narrative
Initialize <Variable> to <Value1><Value2><Value3>...

Parameters

Parameter Description Data Type Control Type

Variable Variable Text Variable Only

Value1 - Value25 Value Text EditBox

Special Notes
If you have a single value that you want to store in a variable, use the Set action associated with the Variable
class.

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Configuring Process Execution Page 1 of 5

Configuring Process Execution


Once processes are created, you can execute the processes at any time. You are able to execute your process without
intervention or you can execute your process in a step-by-step method. The method you use to execute your process can
depend on the following criteria:

If this is the first time you have executed your process, then you should run the process without intervention. This
method allows you to see if your process steps are correctly defined and in the correct order for your application.
If you are debugging execution of a process, then run the process with the step-by-step method. With Certify's
debugging tools, you can follow the execution and determine where and why failures have occurred.

Prior to actual execution of a process, you will need to configure the process execution to meet your requirements.
Configuration consists of the following:

Setting the run and log settings


Providing where to find input data and start-up data

The Configuration dialog box provides options for choosing the following:

Type of Execution
How and when execution is performed
How the results are handled

If you choose a value in this dialog box other than the default value, then the field will be highlighted. The values that you set
will be saved in your user profile. You can restore the default values by clicking the Restore Defaults button.

To configure your process execution:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, complete one of the following:

z Select a process and click the Run button


z Right-click a process and select Run.

Note: You can also run a process from the Process and Data Editor by clicking the Run button in the toolbar.

The Configuration dialog box appears.

3. Configure your settings to run your process:

Title Type a title to identify the process you are executing or accept the default
title.

By default, the title is displayed as the process name and followed by the
current date and time. Titles have a maximum of 255 characters, and special
characters and numbers can be used.

Stop On Failure If you want your execution to stop when a failure is encountered in your
process, select this check box.

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By default, execution does not stop on failure. Failure includes failed and
aborted steps.

Run Mode Select how you want to manage the execution:

Managed Allows you to interject process execution by


mode stepping through execution, setting breakpoints,
and capturing screens.

Manual mode Assists you in debugging your processes and


requires complete user intervention. This mode is
required when an application is not being run, and
you have no automation or automation is not
working. For more information, see Running
Processes Using Manual Mode.

Unmanaged Prevents you from stepping through execution,


mode setting breakpoints, and capturing screens.

Step Delay Select the number of seconds you want to delay execution between each
step or accept the default of 0 seconds.

Step delay helps resolve timing issues when testing your application.

Log Step Mode Select the mode on how you want the steps to be logged:

LogAllSteps All steps are included in the log file.

Note: Depending on the size of the


process, you may have memory issues.
The database will grow at a large pace,
and regular maintenance will be needed.
This option is more appropriate for users
who run a daily archive of their results
that removes the results from the Certify
database.

LogAbortedStepsOnly Only aborted steps are listed in the log


file.

LogFailedSteps Only failed steps are listed in the log file.

LogProcessOnly Only the log header and log process


tables are included in the log file.

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Configuring Process Execution Page 3 of 5

LogStatusOnly Only the log header table is included in


the log file.

LogDisabled No logging is selected, and all of the log


tables will be skipped.

Capture Screen On Select the screen capture option:

z CaptureNone

z CaptureAbortedSteps

z CaptureAllSteps

z CaptureFailedSteps

z WindowChange

For more information, see Capturing Screen Images.

Screen Capture Mode Select how much of the area of the application screen you want to capture:

z CaptureDesktop

z CaptureActiveWindow

Output Location If you do not want to accept the default location of where your results are
stored, click the Browse button.

The Results Folder Selector dialog box appears. You will need to select a
project for which you have permissions. After you make your selection, click
OK.

Add Interface If you want to add interface debugging to your interface log, select this option.
Debugging to Certify
Log

If you saved a layout mode with the process, the associated layout appears

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Configuring Process Execution Page 4 of 5

as the default in this field.


Layout (Optional)
You can change this layout by clicking the Browse button or remove the
layout by clicking the Delete button. If you select a layout and do not choose
a recordset, the layout is ignored.

Recordset (Optional) If a layout is associated with this process and a recordset exists for that
layout, then this field is active. Select a recordset from the drop-down list.

Recordset Mode If a recordset is associated with the layout, this field is active. Select the
recordset mode from the drop-down list:

Mode When Executed How Executed

Read Only Reads recordset at Loops process once for


the beginning of each row until End of File.
the execution.

Append Write recordset at Appends to existing


the end of recordset and loops
execution. process until Abort or
Exit.

Clear and Write recordset at Creates new recordset for


Append the end of each execution session
execution. and loops process until
Exit.

Read and Reads recordset at Updates the recordset at


Update the beginning of the end of the process.
execution.

Application Version Application versions only appear in this field when you have defined a start
Startup Data Area process in the New or Edit Application Version dialog boxes.

If you do not check any application versions and have a defined start
process, the start process loads the application, performs log into the system,
and navigates to the main window or starting state before starting execution
of the process.

In context implies that you have already loaded your application and
positioned the application at the state where the selected process begins. If
you want the application version to be checked for context, select the
checkmark next to the application.

4. If you want to set attribute fields so that the values are stored with the results, click the Attributes tab. For more
information on creating attributes, see Creating Attributes.
5. Click Start to begin process execution.

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Configuring Process Execution Page 5 of 5

To save the current execution configuration parameters in a batch file:

1. In the Configuration dialog box, set your process execution parameters.


2. Click Export.

The Save As dialog box appears.

3. Select a folder and type in a file name.


4. Click OK.

The configuration is saved as a batch file.

See Also

Running Processes

Debugging Process Execution

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Copying and Pasting Process Steps Page 1 of 1

Copying and Pasting Process Steps


You are able to copy and paste steps within a process, as well as copy steps from one process and paste the
steps to another process.

To copy and paste steps within a process:

1. In the Processes Summary pane, right-click the process that has the step you want to copy and select
Edit.

The Process and Data Editor opens.

2. In the Process and Data Editor, click the Steps tab.


3. In the Steps tab, right-click the step you want to copy and select Copy.
4. Right-click on the step that you want below the copied step and select Paste.

The copied step is pasted above the step you selected.

To copy and paste steps from one process to another process:

1. In the Steps tab, right-click the step you want to copy and select Copy.

2. Click the Open Process button.

The Select Process dialog box appears.

3. In the Summary pane, select a process.


4. Click OK.

The Process and Data Editor opens for the selected process.

5. Click the Steps tab.


6. Right-click on the step that you want below the copied step and select Paste.

The copied step is pasted above the step you selected.

Related Topics

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Creating a Data Type Format Page 1 of 4

Creating a Data Type Format


The New Format dialog box allows you to create a new data format used for dates, numbers, or text. You can
create a new format and set it as a default throughout Certify. The new format may be applied to a variable or a
value before the variable or value is executed in a step.

Using Locale-Specific Date and Number Formats


To use locale-specific date and number formats, you will need to create a new data type format. When you use
locale-specific data formats, Certify checks your operating system locale, and the appropriate format is used. By
using locale variables, you will be able to create processes that execute consistently against the application,
regardless of your locale. For more information on these formats, see Locale-Specific Data Formats.

To create a data type format:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Summary pane, right-click a process and select Edit.

The Process and Data Editor appears.

3. From the toolbar menu, select Tools > Data Type Formats.

The Formats dialog box appears.

4. Right-click in the dialog box and select New Format.

The New Format dialog box appears.

5. Select the type of format from the Type drop-down list:


z Number
z Date

6. In the Name text field, type a name. Names can have a maximum of 100 characters. Special characters
are allowed, and you can include numbers in names.
7. In the Format text field, type the new format.

If you are creating a number format, use one of the following format characters to create your own
format:

Currency C

Decimal Integer D

Scientific E

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Creating a Data Type Format Page 2 of 4

Fixed Point F

Hexadecimal X

Zero Pad (10) 0000000000


##########

Fraction (5-digit # #####


precision)

Standard

If you are creating a date format, use any of the following format patterns to create your own format.

d The day of the month.

Single-digit days do not have


a leading zero.

Use a lowercase "d" for day.

dd The day of the month.

Single-digit days do not have


a leading zero.

Use a lowercase "d" for day.

ddd The abbreviated name of the


day of the week.

Use a lowercase "d" for day.

dddd The full name of the day of


the week.

Use a lowercase "d" for day.

M The numeric month.

Single-digit months do not

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Creating a Data Type Format Page 3 of 4

have a leading zero.

You must use a capital "M" to


indicate month.

MM The numeric month.

Single-digit months do not


have a leading zero.

You must use a capital "M" to


indicate month.

MMM The abbreviated name of the


month.

You must use a capital "M" to


indicate month.

MMMM The full name of the month.

You must use a capital "M" to


indicate month.

y The year without the century.

If the year without the century


is less than 10, the year is
displayed with no leading
zero.

Use a lowercase "y" for year.

yy The year without the century.

If the year without the century


is less than 10, the year is
displayed with no leading
zero.

Use a lowercase "y" for year.

yyyy The year in four digits,


including the century.

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Creating a Data Type Format Page 4 of 4

Use a lowercase "y" for year.

8. If you want to make this new format the default format for this data type, select the Set as default option.
9. In the Test Value text field, type in a test value in order to test the new format.
10. Click Apply Format.

The result of the test appears in the Result field.

11. Click OK to save the format.

Related Topics

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Creating a Layout for a Process Page 1 of 3

Creating a Layout for a Process


If you have a process that has steps containing literal values or variables and no associated layout, you are able
to create a layout for the process within the Process and Data Editor. You will be allowed to do the following:

Select steps of interest within the Steps tab


Replace literal values in those steps with variables
Create a layout for the process
Create a recordset for the layout
Collect variables from selected steps and add those variables to the layout

Update one row of recordset data to contain replaced literal values or variable initial values

To create a layout for a process:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, double-click a process.

The Process and Data Editor appears.

3. Click the Steps tab.

The Steps tab appears.

4. Right-click on a step or multiple steps in which you want to replace literal values with variables and
select Add To Layout.

The Add to Layout dialog box appears.

The Layout Folder field displays the folder path of the existing or new layout for the current process. If a
new layout is being created, it will be created in the same folder path as the process.

The Layout Name field displays the name of the existing or new layout for the current process. If there is
no layout associated to the process, the new layout will have the same name as the process.

5. If the layout is new, type in a name in the Recordset Name field.

If it is an existing layout with recordsets, select a recordset from the Recordset Name drop-down list.

The Variable folder displays the folder where the new variables will be placed. The value in the field is
the root variable folder of the project.

6. The Step grid displays the steps that you selected. If needed, edit values from the column's drop-down
lists:

Narrative This column is read-only.

Displays the narrative of the selected step. If the step is not a typical Input
or Verify step, then the narrative will be prefixed by "???". If you see this

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Creating a Layout for a Process Page 2 of 3

prefix, then this step may not be an appropriate step to drive the data.

Parameter If the parameter can accept a variable, select a variable from the drop-
down list.

If the parameter cannot accept a variable, then a drop-down list is not


displayed. Also, if the parameter currently contains a user, local, or
system variable, then a drop-down list is not displayed.

Value This column is read-only.

If the current value of the parameter contains a variable, then the value
appears as (V) plus the variable name.

Action Select one of the following values:

z Create Variable

This value will appear in the list if a variable needs to be created for the
current parameter.

z Use Variable

This value will appear in the list if the current parameter value is a
variable.

z Select Variable

This value will appear in the list if the current parameter value is a
literal value. If you select this option, then the Select Variable dialog
box appears, and you are able to select the variable to use in this
parameter.

Variable This column shows the name of the variable to be used in this parameter.

If the parameter already contains a variable, then the column is not


editable. If the parameter contains a literal value, then you are able to edit
the variable name.

If you change the variable name, Certify will check to see if a variable by
that name already exists in the specified variable folder. If the variable
does exist, the Action column value is updated to Use Variable. If a
variable does not exist, the Action column value is updated to Create
Variable.

Type Select the data type of the parameter. The available values in the list

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Creating a Layout for a Process Page 3 of 3

depend on the data type of the parameter.

If the value for the Action column is Use Variable, then this column
displays the data type of the selected variable. If the Action column value
is Create Variable, then you will be able to select the data type to use
when creating the variable.

7. Click OK to save your new layout.

If needed, a layout folder will be created, and the layout folder path will match the process folder path.

Related Topics

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Creating and Editing a Recordset Page 1 of 1

Creating and Editing a Recordset


The Recordset Editor allows you to create and edit recordsets.

To create or edit a recordset:

1. In the Navigation pane, click Data.

The Data window appears.

2. In the Layouts Summary pane, select a layout.


3. In the Details pane, click the Recordsets tab.
4. If you are creating a new recordset, right-click in the tab and select New Recordset.

If you are editing a recordset, right-click on a recordset and select Edit.

The Recordset Editor appears.

5. In the Name field, type or edit a recordset name. Recordset names can have a maximum of 100
characters. Special characters and numbers can be used in recordset names.
6. In the Description field, type or edit a description to identify the recordset. Recordset names can have a
maximum of 1024 characters. Special characters and numbers can be used in recordset names.
7. In the Records field, click next to the asterisk (*).
8. Type the values that you want your process to place in your application to test. You also can import data
values by clicking the Import button. For more information, see Importing Data Values and Adding Them
to a Recordset.

Note: If you type a skip (^) character in the initial value, then it will indicate that no value is used for the
step, and the step is marked as skipped during execution.

9. If you are editing values, use the Records right-click menu to copy, paste, or delete values. Use the

arrow buttons to rearrange the order of your values.


10. Click OK.

The data is validated and saved.

If a user enters wrong data, the recordset will not save, and the editor remains open. The incorrect data
is highlighted. Place your mouse over the highlighted area to see a tip on how to correct your data. You
must fix the data before the recordset can be saved.

See Also

Understanding Recordsets

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Creating and Running Batch Files with Certify.exe Page 1 of 2

Creating and Running Batch Files with Certify.exe


Batch files give you the ability to create and run processes, cycles, and schedules without having to log into
Certify. You run batch files from the command line program Certify.exe.

To create a batch file:

1. Click Processes in the Navigation pane.

The Processes window appears.

2. In the Processes Summary pane, select a process and click the Run button or right-click a process
and select Run.

The Configuration dialog box appears.

3. Verify the settings to create your batch file.


4. Click Export.

The Save As dialog box appears.

5. Select or create a file folder.


6. Type in the file name in the File Name text field.
7. Click Save.

The file is saved as a .bat file.

To run a batch file:

1. Open the Command Prompt window with one of the following:


z Microsoft Windows DOS command prompt
z Windows Run dialog box
z DOS batch file.

The Command Prompt window appears.

2. Change to the directory where you saved the batch file.


3. Type the batch file name.

Note: Values for each command line argument are taken from the current Certify configuration file or
from the Certify common business layer. If the parameter is optional and the configuration file has the
default value selected, the parameter is not saved in the batch file.

4. Click <Enter> to run the process.


5. Type your database administrator user name and password and click <Enter>.
6. Type your Certify user name and password and click <Enter>.

The batch file runs and the process results are sent to the output location. You can view the results in

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Creating and Running Batch Files with Certify.exe Page 2 of 2

the Results Viewer.

Note: <Ctrl> + <C> stops the process from running.

See Also

Understanding Certify.exe

Running Processes

Understanding Process Execution

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Creating Filters for Column Views Page 1 of 2

Creating Filters for Column Views


In the Summary pane of the following dialog boxes, you are able to filter information shown in any column and
customize the amount of information you are viewing:

Select Variable
Select Layout
Select Process

You can define a filter to be applied to the current grid column, and this filter only applies to items in the current
folder.

You can create a filter four ways:

Use the Type Ahead feature


Selecting an existing item from the Filter drop-down list

Using the Operator icon and Operand text field

Using the Custom Filter option

To use the Type Ahead feature:

1. In the Summary pane of the dialog box, locate the Type Ahead text field above the selected column.
2. In the Type Ahead text field, type in a search string that will help you find the information.

The column displays the selected information.

To select an existing item from the column drop-down list:

1. In the Summary pane of the dialog box, click the filter drop-down arrow that is above the selected
column.
2. Select one of the items in the list.

The column displays only the selected item.

To create a column filter using the Operator icon and Operand text field:

1. In the Summary pane of the dialog box, click the Operator icon and select an operator from the drop-
down list.

The Operator icon changes appearance when you select a different operator.

2. In the Operand text field, type in a value or select a value from the drop-down list.

The column displays the selected information.

To create a custom column filter:

1. In the Summary pane of the dialog box, click the filter drop-down arrow that is above the selected column
and select Custom.

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Creating Filters for Column Views Page 2 of 2

The Enter Filter Criteria for Name dialog box appears.

2. In the Operator field, select an operator from the drop-down list.


3. In the Operand field, type in a value or select a value from the drop-down list.
4. If you need to add another condition, click Add a Condition and repeat Steps 2 and 3.
5. Click OK.

The column displays the selected information.

To clear column filters:

If you want to clear your filter and return back to the entire list, click the Clear Filter button.

Related Topics

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Creating Projects Page 1 of 1

Creating Projects
The New Project dialog box allows you to create a project. A project is a collection of variables, processes, layouts,
recordsets, requirements, and test results that can contain a single or multiple versions of applications. You must
have permissions to create projects in a database.

To create a project:

1. In the Navigation pane, click Projects.

The Projects window appears.

2. In the Projects Summary pane, right-click and select New Project.

The New Project dialog box appears.

3. Type the following information in the text fields:

Name Type a unique name for the project.

Project names can have a maximum of 255 characters. Special


characters and numbers are allowed in names.

Description (Optional) Type a description for the project.

Descriptions can have a maximum of 1024 characters. Special


characters and numbers are allowed in descriptions.

Notes (Optional) Type a note for the project. Notes can provide current
communication regarding the project, such as upcoming
deadlines and project changes.

Notes can have a maximum of 1024 characters. Special


characters and numbers are allowed in notes.

4. In the Application Versions field, select the application versions to be included in the project. If you want to
include all versions of an application, select the application, and all versions are checked automatically.

Note: If no application versions appear in this field, then no application versions have been created. You
can add them to your project after you have created them.

5. Click OK.

The new project appears in the Projects Summary pane.

See Also

Adding Application Versions to a Project

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Creating Recordset Filters Page 1 of 2

Creating Recordset Filters


The Recordset Filter dialog box allows you to create a recordset filter that only selects specified rows of a
recordset to be used during execution of a child process within a process. These filters are separate from reports,
and they are linked with the System Window action Execute Process. In order to create a recordset filter, you
must have a layout and recordset associated with the process.

To create recordset filters:

1. In the Navigation pane, click Processes.


2. In the Summary pane, complete one of the following:
z Double-click a process that has an associated layout and recordset
z Right-click on a process that has an associated layout and recordset and select Edit

The Process and Data Editor appears.

3. Click the Steps tab.

4. In the Step grid, select a step with the System Window action Execute Process

5. In the Parameters tab, click the Select Recordset Filter button.

The Record Filter dialog box appears.

6. To add rows to the Filters pane, double-click on the layout variable in the Navigation tree or use the drag-
and-drop operation. When using the drag-and-drop method, you will need to place the variable on the
Filters tree node.
7. To change the condition, use the Filter toolbar.

AND Creates the programming AND condition. All conditions must


be met.

OR Creates the programming OR condition.

AND <> Toggles between the programming AND - OR conditions.


OR

Delete Deletes the filter or condition once selected in the Where


Criteria portion of this dialog box.

8. Select a layout variable that you want to add a new value.


9. Select one of the following Operators:
z Is Equal To
z Is Less Than

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Creating Recordset Filters Page 2 of 2

z Is Less Than or Equal To


z Is Greater Than
z Is Greater Than or Equal To
z Starts With
z Contains

10. If you want to reverse the filter condition, select the Not check box.
11. Click the Select Variable button to select a value.

The Select Variable dialog box appears.

12. Select a variable and click OK.

The value of the variable appears in the Value text field.

Note: Any variable, whether associated with a layout or not, can be used as a value.

13. Click OK.

The new recordset filter is saved, and the Recordset Filter text field lists enabled.

Related Topics

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Creating Variables Page 1 of 2

Creating Variables
The New Variable dialog box allows you to create a new variable for your project.

To create a variable:

1. In the Navigation pane, click Variables.

The Variables window appears.

2. In the Navigation tree, select the folder where you want to create the new variable.
3. In the Summary pane, right-click in the pane and select New Variable.

The New Variable dialog box appears.

4. In the dialog box, enter the following information:

Name Type a unique name for the variable. Variable names can have
a maximum of 100 characters. Special characters and numbers
are allowed.

Description Type a description for the variable. Descriptions can have a


maximum of 256 characters. Special characters and numbers
are allowed.

Data Type Select the data type:

z Text - Any alphabetic or numeric characters with a


maximum length of 65,536 (64K) characters.

z Number - Any positive or negative numeric with or without


decimals. Special characters are not allowed.

z Date - Any date format using alphabetic or numeric


characters including or excluding day, month, and year.

Initial Value Type or select the initial value for this variable based on the
type of variable specified. Upon saving the variable, the initial
value and type format are verified to ensure that they are valid.
If you are using a recordset, leave this field blank.

You can use the path of a process as a variable by entering the


path. These paths are case-sensitive.

Placing a skip (^) character in the initial value indicates that no


value is used for the step, and the step is marked as skipped
during execution. Create a skip character by pressing <Shift>
<6>.

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Creating Variables Page 2 of 2

5. If you want to mask the value, select this option. For more information, see Masking Variables.
6. If you want to encrypt the value in the database, select this option. This option is only available if you
chose to mask the value.
7. Click OK.

The variable is saved as a project variable.

See Also

Creating Process (Local) Variables

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Database Store Action Page 1 of 1

Database Store Action


Interface
System

Description
The Database Store action allows you to execute a valid SQL query during a process to store a data value. This
action does not write to the database, but reads from the database and then writes the value to a variable. You
can query a single value per process step. For example you can query the value of a user name in one step and
then query the password for that user name in the next step. Your query can be as complex as necessary to get
the value you need.

Use this action when you want to extract a sum of numbers from the database to use in your test. For example, if
you want to know the total number of customers you have in a certain region, use the Database Store action.

Narrative
Database Store

Parameters

Parameter Description Data Type Control Type

FieldName Select Text EditBox

TableName From Text EditBox

WhereClause Where Text EditBox

Variable StoreVariable Text Variable Only

ODBC ODBC Connection Text EditBox

ODBCUN ODBC UserName Text EditBox

ODBCPass ODBC Password Text EditBox

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Debugging Process Execution Page 1 of 3

Debugging Process Execution


The Execution dialog box allows you to execute a process to completion without user intervention by clicking the
Run button. This dialog box also provides helpful tools to assist you with debugging your process execution.
These tools enable you to:

Skip process steps during execution that you know are working correctly
Capture screens interactively as your execution progresses to help identify failures
Trace process execution
View the steps in the process
View and modify variables used in the process and steps of the process
Add variables to see a value of a variable each time the variable value changes.
View recordsets used in the process or steps of the process

Execution Buttons
The following Execution buttons offer you different options when running your process:

Button Description

Run Executes the process to completion without user intervention.

Step Executes the current step of a process. Select the mode from the Step drop-down
menu:

z Step - Executes each step of the process. If the step is an Execute Process
step, then the execution moves to the first step of the called process.

z Step over - Executes the current step. If the current step is an Execute Process
step or is a result of True/False logic, then all sub-processes are executed, and
the execution moves to the next step of the current process.

z Step out - Executes to the end of the current process and stops at the next step
of the parent process.

Skip Skips a step during execution of the process. Select the mode from the Skip drop-
down list:

z Skip - Allows you to skip the selected step and continue execution at the next
step. If the current step is an Execute Process step, then the process will not be
executed.

z Skip out - Ignores the remaining steps of the current process and execution
starts again at the next step of the parent process.

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Debugging Process Execution Page 2 of 3

Stop Stops the execution at the next step, and the Result Viewer appears.

Capture Adds a step to capture a screen image of the active window or desktop during
execution. This option is helpful when you want to see the window or object that is
failing in your application.

The image is saved to the log entry of the test step execution. You can view this
image in the Test Step Image tab of the Result Viewer when you select the step in
the Summary pane.

Select the mode from the Capture drop-down list:

z Capture Active Window - Captures the application screen

z Capture Desktop - Captures the entire desktop

For more information, see Capturing Screen Images.

Pause Pauses the managed process execution.

Execution Tabs
The following Execution tabs offer you different views when debugging your process execution:

Tab Description

Steps Displays the steps of the current process to be executed.

If the step has a blue background, then that is the next step to execute. If the
step has a gray background, it is a commented step and does not execute.

You can expand the Step view by clicking the Expand/Collapse button
on the right of the dialog box. The Expanded view allows you to view the
steps while using the other tabs.

Note: If you selected the Stop on Failure option in a Managed execution


mode, you are able to restart the execution on a different step. Right-click on
the step and select Set Execution Pointer to restart execution.

Variables Displays the current value of the variables:

z Process tab displays the local variables of the current process.

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Debugging Process Execution Page 3 of 3

z Steps tab displays variables and values in the step that comes after the
step you are executing, so you can see what the value is before the step
is run. You are able to modify variables in this tab,and the updated
variable will not be saved to the process. For more information, see
Modifying Variables During Execution.

z Watch tab is used to add the variable that you want to observe. You will
use the right-click menu to add the variable to the tab. For more
information, see Adding Watch Variables. During debugging, this
provides you a way to see a value of a variable each time the variable
value changes.

Recordset Displays the recordset data that is used in the execution of the current
process. You can see the process executing, the layout name that the
recordset belongs, the name of the recordset, and the recordset's looping
index.

Breakpoint Allows you to set a predefined point in a test where you want execution to
pause or stop, so that you can review the results of the current step
execution. You may want to set breakpoints after receiving failed steps to
view the actual execution of your test and determine why the steps are
failing. For more information, see Setting Breakpoints.

Manual Allows you to record a value and an error message when running in manual
Execution mode. You can also record the test status as Passed, Failed, or Fatal Error.
This tab is only visible when Manual Run Mode is selected in the
Configuration dialog box. For more information, see Running Processes
Using Manual Mode.

See Also

Understanding Process Execution

Configuring Process Execution

Running Processes

Executing Selected Process Steps

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Editing a Data Type Format Page 1 of 3

Editing a Data Type Format


The Edit Format dialog box allows you to change an existing data format used for dates, numbers, or text. The
updated format may be applied to a variable or a value before the variable or value is executed in a step.

To edit a data type format:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Summary pane, right-click a process and select Edit.

The Process and Data Editor appears.

3. From the toolbar menu, select Tools > Data Type Formats.

The Formats dialog box appears.

4. Right-click a format and select Edit.

The Edit Format dialog box appears.

5. If needed, edit the name in the Name text field. Names can have a maximum of 100 characters. Special
characters are allowed, and you can include numbers in names.

6. In the Format text field, edit format.

If you are creating a number format, use one of the following format characters to create your own
format:

Currency C

Decimal D
Integer

Scientific E

Fixed Point F

Hexadecimal X

Zero Pad (10) 0000000000


##########

Fraction (5- # #####


digit

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Editing a Data Type Format Page 2 of 3

precision)

Standard

If you are creating a date format, use any of the following format patterns to create your own format:

d The day of the month.

Single-digit days do not have a leading


zero.

Use a lowercase "d" for day.

dd The day of the month.

Single-digit days do not have a leading


zero.

Use a lowercase "d" for day.

ddd The abbreviated name of the day of


the week.

Use a lowercase "d" for day.

dddd The full name of the day of the week.

Use a lowercase "d" for day.

M The numeric month.

Single-digit months do not have a


leading zero.

You must use a capital "M" to indicate


month.

MM The numeric month.

Single-digit months do not have a


leading zero.

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Editing a Data Type Format Page 3 of 3

You must use a capital "M" to indicate


month.

MMM The abbreviated name of the month.

You must use a capital "M" to indicate


month.

MMMM The full name of the month.

You must use a capital "M" to indicate


month.

y The year without the century.

If the year without the century is less


than 10, the year is displayed with no
leading zero.

Use a lowercase "y" for year.

yy The year without the century.

If the year without the century is less


than 10, the year is displayed with no
leading zero.

Use a lowercase "y" for year.

yyyy The year in four digits, including the


century.

Use a lowercase "y" for year.

7. If you want to make this format the default format for this data type, select the Set as default option.
8. In the Test Value text field, type in a test value in order to test the updated format.
9. Click Apply Format.

The result of the test appears in the Result field.

10. Click OK to save the format.

Related Topics

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Exporting a List of Data Values in a Recordset Page 1 of 1

Exporting a List of Data Values in a Recordset


The Export Recordset dialog box allows you to export a list of data values in a recordset to an external comma-
separated value (.csv) file.

To export a list of data values in a recordset:

1. In the Navigation pane, click Data.

The Data window appears.

2. In the Layouts Summary pane, select a layout.


3. In the Details pane, click the Recordsets tab.
4. In the Recordset tab, right-click on a recordset and select Edit.

The Recordset Editor appears.

5. Click the Export button.

The Export Recordset dialog box appears.

6. Click the Browse button to select the directory where you want to export the values.
7. Select a Column Delimiter option.
8. If you want to include headers, select the Include Headers option.
9. Select a Text Qualifier from the drop-down list.
10. Click OK.

Your values are exported to a .csv file in the directory you selected.

See Also

Importing Data Values and Adding Them to a Recordset

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File Compare Action Page 1 of 2

File Compare Action


Interface
System

Description
The File Compare action provides you the ability to perform a file comparison. If both files can be loaded and
parsed successfully, then the comparison begins with the first cell. If a log file is specified, the comparison
continues until the last cell.

For each cell location, the value is retrieved from each input file. When a value in both files are retrieved, then
a value comparison occurs. The result will be "true" if all the cell comparisons return true, and if the cell is not
found in either input file, the comparison result will be "false." If either or both input files are missing, the
overall comparison result will be "false."

Narrative
Compare <*File1> to <*File2>

Parameters

Name Description Control Data Values


Type Type

File1 First file name File Text


Browse

File2 Second file name File Text


Browse

OutputFile An optional string File Text


representing the Browse
path of a log file to
which the detailed
comparison data will
be written

OutputContent Output content ListBox Text Verbose

Result
Only

OutputVariable Output variable Variable Text


Only

AlternateExecutable Alternate executable EditBox Text

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File Compare Action Page 2 of 2

Only use this


parameter if you
want to use a
different program. If
you want to use
another program,
you will need a full
command line to run
the program
executable.

AlternateSuccessfulResultIdentifier Alternate successful EditBox Text


result identifier

Type in the
message you want
to see when you
have a successful
result of both files
being validated as
the same content.

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Find Substring Action Page 1 of 2

Find Substring Action


Interface
System

Description
The Find Substring action can extract one or more characters imbedded in a string of characters. The "From"
parameter must contain or have a variable that contains the string of characters that you want to extract from a
sub-string. A successful Find Substring action will extract and store a sub-string of one or more characters to a
Variable named in the"‘In Variable" parameter field. The sub-string is located and extracted by ignoring zero or
more continuous characters to its left and to its right in the character string. The characters to be ignored are
determined by those that match or coincide with characters presented in the "Starting With" and "Ending With"
parameters. For example, to locate an account number shown in the following message:

"The account# 123456 was assigned."

You will specify the "Starting With" parameter as "The account#," and the "Ending With" parameter as "was
assigned."

Matching of strings is based on case sensitive single character matches and wild card matches with the * and ?
characters in the starting and ending match strings. Use an asterisk (*) as a wildcard to indicate an unknown
amount of characters. For example if you have a search string called "Here is your confirmation Id: H9987-A990"
you can locate a portion of the Id "H9987" by using the following:

Starts with: *Id:

Ends with: -A990*

The escape character "\" is also a special character used to escape wild card characters used as standard
characters.

See below for all of the special rules associated with the Find Substring action.

Narrative
Set <Variable > = remaining sub-string found in <From> by removing starting
<StartingWith> and ending <EndingWith>

Parameters

Parameter Description Data Type Control Type

Starting With Starting with Text Any literal text or variable

Ending With Ending with Text Any literal text or variable

From From Text Any literal text or variable

Variable Result ariable Text Variable Only

Special Rules

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Find Substring Action Page 2 of 2

A starting string match must include the first character of the base string and an ending string match must
include the last character of the base string
If a non-empty starting string match does not result in a match, the action will return a failed result and the
return string will be empty
If a non-empty ending string match does not result in a match, the action will return a failed result and the
return string will be empty
A starting string match results in characters being removed from the base string, starting from the
beginning of the base string to the end of the match
An ending string match results in characters being removed from the base string, starting from the end of
the base string to the beginning of the match
If the starting string and the ending string both find a match but the resulting string is the empty string
(non-overlapping match), the action will return a true result and an empty string
An overlapping match will result in a failure and an empty return string. For example, base string="abc"
starting string="ab" ending string= "bc"
Only the *, ? and \ have special meaning for starting and ending string parameters
The * character will match zero or more characters
The ? character will match any single character
< /font > Any * or ? directly preceded by a \ character will be ignored as a special character and will only
match as that character.
There are no special characters in the base string
Character matching is case sensitive
If the starting or ending strings are empty, then no characters are removed from the base string for that
parameter

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Flush Recordset Action Page 1 of 1

Flush Recordset Action


Interface
System

Description
The Flush Recordset action saves the recordset in memory to the Certify database. This action allows a recordset
to be written out before execution finishes. Any changes to the recordset that occurs after the flush action would
get saved on the next flush or at the end of the execution. Any changes that are made to the recordset after this
action will be kept in memory until the next Flush Recordset action or until the end of the execution.

Narrative
Flush RecordSet <Layout> / <RecordSet>

Parameters

Parameter Prompt Description Data Type Control


Type

Layout Layout Text Layout/Recordset

Record Set Record Set Text Layout/Recordset

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Get Part Action Page 1 of 1

Get Part Action


Interface
System

Description
The Get Part action retrieves the day, month or year value from a date variable and stores the value in a text
variable.

Use the Get Part action when you want to use a part of a date (only the day) instead of a whole date consisting of
month, day and year. For example, you want to capture only the day from a date field in your application. The
date value is first stored in a variable, then the day, is extracted and stored in another variable. You can use the
date value in another field of your application or stored in the database.

Narrative
Set <Set Var> = <Date Part Type> from <Date Var>

Parameters

Parameter Description Data Type Control Type List Values

Date Date Var Date Variable Only


Var

Date Date Part Type Text ListBox Day


Part
Type
Month

Year

Set Var Set Var Text Variable Only

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Import Maps Dialog Box Page 1 of 2

Import Maps Dialog Box


The Import Maps dialog box records in the Certify database the windows and objects you learned from your
application. The windows and objects are imported into an application version you specify. In this dialog box, you
identify the interface, the learn tool used, the file extension created by the learn tool and then select the import
directory where the import files can be located by Certify.

Note: You cannot import an application map until an application and application version have been
created and an interface is defined for the application version.

You can select a full import or a partial import. You normally do a full import to start with a baseline for the
indicated version of an application. When you create an additional version for the application, you do another full
import. If you have added objects to the original baseline, you do a partial import so the new objects are
recognized and included in the baseline. For every import, Certify compares the new imported information to the
previous imported information and reports any differences and their impact.

Field and Button Descriptions


File Import Schema: Interface

Choose the interface that has been enabled for this application version from the dropdown ( ) box.
Options are different based on the interface(s) specified for this application version.

File Import Schema: Import Schema

Choose the import specification from the dropdown ( ) box. Valid import specifications are based
on the available import programs that are applicable to the specified interface.

File Import Schema: File Extension

Select the checkbox to identify the file extension of the file you want to import. The default file
extension is checked. (The file extension shown was specified in the File Import Schema tab of
Interfaces.)

Select Files: Import Directory

Type the full directory pathname for the files you want to import. If you do not know the location, use
Browse to locate the files on your drive or on your network.

Select Files: File Name Filter

Type any character to reduce the number of files shown in the list. As you type, the imported file list
reduces the display of files. Use an asterisk (*) as a wildcard to broaden the search.

Select Files: Import Files

Select the checkbox to identify the file you want to import. You can select multiple files to import.

Import Options

When you choose Full Import, all objects on all screens, windows or pages are imported based on
the file(s) you selected to import. A full import tells Certify that all windows (top-level objects) are
present in the map files being imported. A full import is normally used the first time you import your
application.

A partial import tells Certify that the application map being imported contains some, but not all of the
windows in the entire application. When you choose Partial Import, only the objects on the selected
screens, windows or pages are imported based on the file(s) you included in the import. A partial

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Import Maps Dialog Box Page 2 of 2

import is normally used for second and subsequent imports of your application when the windows or
objects have changed or new windows or objects have been added to your application.

Note: If windows and objects already exist in the database, but are not found during complete import,
the windows and objects are marked for deletion during the resolve process.

See Also

Importing and resolving application maps

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Importing and Resolving Application Maps Page 1 of 1

Importing and Resolving Application Maps


Once you have determined the version you are updating, the next step is to import the new application map and
compare it to the previous version to detect changes. Certify recognizes additions, deletions and modifications in
the application map, along with any associated processes and steps that are affected. Review the changes to be
sure you understand why the changes are reported.

Certify distinguishes between top-level objects and other objects. Top-level objects are windows or screens.
Objects such as buttons, combo boxes or text boxes are always under the top-level window or screen object.

Once you have reviewed the results of the import, your job is to resolve the differences prior to applying the
changes. Certify filters results of the import in the following categories:

New — A new object has been found in the imported map, but is not in the original imported map (this
object could be a replacement of a previous object)
Deleted — An object previously in the application map has not been found
Modified — A new object is not similar, but not the same, as found in the existing application map
Exact Match — A new object is exactly the same as one found in the existing application map
In Use — An existing object is marked for deletion but is used in an existing process

New objects normally do not affect existing processes, but are now available for use in new or existing processes.

Resolving differences between windows and objects includes the following:

Search and replace — substitutes one object with a different one


Deletions for objects that no longer exist — steps using the object marked for deletion are identified by
Certify and can be removed or commented

Resolving changes at the process step level

Related Topics

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Importing Data Values and Adding Them to a Recordset Page 1 of 1

Importing Data Values and Adding Them to a Recordset


The Import Recordset dialog box allows you to import data values from an external comma-separated value (.csv)
file and add them to a recordset. Most spreadsheet programs, such as Microsoft Excell® and Lotus® export this
format, or you can create a .csv file in an editor that can save straight text output.

To import data values and add them to a recordset:

1. In the Navigation pane, click Data.

The Data window appears.

2. In the Layouts Summary pane, select a layout.


3. In the Details pane, click the Recordsets tab.
4. If you are creating a new recordset, right-click in the tab and select New Recordset.

If you are editing a recordset, right-click on a recordset and select Edit.

The Recordset Editor appears.

5. In the Name field, type or edit a recordset name. Recordset names can have a maximum of 100
characters. Special characters and numbers can be used in recordset names.
6. In the Description field, type or edit a description to identify the recordset. Recordset names can have a
maximum of 1024 characters. Special characters and numbers can be used in recordset names.
7. Click the Import button.

The Import Recordset dialog box appears.

8. Click the Browse button to find the file that you want to import. You can only import files with a .csv
format.
9. Select a Column Delimiter option.
10. If you do not want to import the first line, select the Ignore First Line option. Usually, the first line is a
heading.
11. From the Text Qualifier drop-down list, select a qualifier.
12. Click OK.

Your values are imported and appear in the Records field.

See Also

Exporting a List of Data Values in a Recordset

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Jump Action Page 1 of 1

Jump Action
Interface
System

Description
The Jump action performs a jump to a different step within the same process. You can jump to the beginning of
the process or to a specific Label step. You can also add jumps in the On Pass and On Fail processing of a step.

Use this action when you want to move to a specific step without executing any other steps.

Narrative
Jump to Label Step: <Step>

Parameters

Parameter Description Data Type Control Type

Step Step Text EditBox

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Label Action Page 1 of 1

Label Action
Interface
System

Description
The Label action is used to indicate where a Jump or Execute Process action should start. Any step created
using the Label action shows up in the list of places where you can jump to or start from when executing a
process. For example, you can have a step in your process that is a decision point. Depending on whether or not
the step passes or fails, you can jump to a different step in the same process or execute a different process and
start at a specific step. During execution, the Jump or Execute Process step is executed and the test resumes at
the step indicated by the Label step.

Narrative
<Comment>

Parameters

Parameter Description Data Type Control Type

Label Name Label Text Literal


value or
text
variable

Special Notes
You can't delete a Label step if another step is jumping to it.

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Learning Objects While Adding Steps with Certify:LiveTouch Page 1 of 2

Learning Objects While Adding Steps with Certify LiveTouch


With Certify LiveTouch, you are able to learn objects while adding steps to your process and save the objects to a
specific application version. You will be able to use these new learned objects in other processes because these
objects are saved in your Certify database. After you have created your steps, you will notice in the Maps window
that the new learned objects appear with the application version.

This feature is only available for the SAP, HTML, Silverlight, and Java interfaces.

Multiple Select Option


When you learn new objects and insert new steps, you can select multiple unlearned objects to create several
steps at one time. In order to create steps in the correct order, you will need to select the objects accordingly.

To learn objects while adding process steps with Certify LiveTouch:

1. Open the application and navigate to the screen that you will use for your Certify process.
2. In the Certify Navigation pane, click Processes.

The Processes window appears.

3. In the Processes Summary pane, right-click a process and select Edit.

The Process and Data Editor appears.

4. Click the Steps tab.

The Steps tab appears.

5. In the Step grid, right-click on the step you want to go before the step you are creating and select Insert
Step Below Using LiveTouch. If this were a new process with no steps, then you would have to first
add a step before you right-click on the step to invoke the Insert Step Below Using LiveTouch menu
option.

Certify minimizes, and the Certify LiveTouch utility appears.

6. In the LiveTouch utility, click Pause so that you are able to select options from the menu.
7. From the Learn menu, verify that the Learn Objects as Needed option is selected.
8. From the Learn menu, select Save Objects to Application Version and a specific application version
from the drop-down list. If a version is not specified, you will be prompted after your object selection to
specify a version.
9. If you want to view the object's fields, select View > Fields.

10. Click Start to begin creating steps.


11. Place your mouse over the application window.

A red highlight appears around objects in the application. If you want to change the highlight color, from
the Certify LiveTouch menu select Settings > Highlight Color.

12. Select multiple objects you want to add to your process by clicking on the highlighted objects.

If you selected to view the fields, the object information for each of the selected objects appears in the
text fields of the Certify LiveTouch utility.

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Learning Objects While Adding Steps with Certify:LiveTouch Page 2 of 2

13. After you have completed your selection, click Save and Close in the Certify LiveTouch utility.

The Certify Process and Data Editor appears. In the Step grid, multiple steps has been inserted for the
selected objects, and the steps are pre-populated with the following information:

z Application version
z Window
z Object
z Action
z Parameters

Parameters will only be captured if values were present in those fields when captured by LiveTouch.

14. If needed, modify the action and add any needed parameter information.
15. Click the Save button to save the process.

Related Topics

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Methods for Mapping Application Versions Page 1 of 2

Methods for Mapping Applications


Creating application maps is probably the most complex task you have when preparing to test a version of your
application. This is because you can create map files using multiple methods. Selecting the method best for you
is heavily dependent on your application and its current state in the development life cycle.

Certify provides ways to:

Create the map manually


Learn the application during execution
Import the map from a source

The method you choose may be dependent on the platform your application runs on, the development phase of
the application and whether the map information is static or dynamic.

Creating the Map Manually


You can manually map your application using the Certify Map Editor. Whether you use this method or not is
dependent on several factors including:

Where the application is in the development life cycle


The complexity of the application
The platform your application runs on

When considering whether or not to create you maps manually, you should consider the following:

Is your application still in development, but you would like to get a head start on developing your tests?
Do you have a development designated naming convention to follow for the object IDs? This is not
necessary, but helpful.
Do you have object information for your application? Typically, object information is not available at this
point in your development cycle. In many cases, it is easier to obtain the objects by learning the actual
windows, screens or pages. If you have object information for your application and wish to create your
maps manually, use the New Object dialog box.
What is the platform that your application is designed in? You can manually create an application map
easier in a mainframe application than in other interfaces because there are generally little or no attributes
to specify. Also, maps created in a mainframe application are easier to edit when changes to the screen or
field occur.

Mapping Applications by Learning


You can learn application maps by using the Certify Learn utility. When choosing this method, you should
consider the following:

Is your application still in development or is it ready for test? In cases where the application is still under
development, learning may not be the best option due to frequent changes to the objects or fields.
Are the maps to be learned static or dynamic ? Static and dynamic maps are usually related to Visual
Basic applications. In many cases, Certify can import the Visual Basic source code files directly without
having to learn them. This includes .vbp and .frm files.

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Is your application using the Mainframe interface? Many times Mainframe applications are better suited for
manually creating the maps. This is the case when your application is still under development. When a
field or object is changed or moved on the screen, it is easier to edit the screen or field rather than
learning it again.

Currently, Certify provides the following options for learning application maps:

HTML Learn — Web applications


TestComplete — Visual Basic and .Net applications
ScreenScraper — Mainframe applications
JavaLearn — Java applications

Importing the Map From a Source


You can import an application map or use third-party tools such as TestComplete. If you use a third-party tool to
learn the maps, refer to that tool's documentation for procedures on how to learn the maps. You will import the
maps into Certify once learned and have to perform some customizations. Contact Worksoft Customer Support
for assistance.

See Also

Approach to manually creating windows and objects

Copying and Pasting Windows and Objects

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Modifying Variables During Execution Page 1 of 1

Modifying Variables During Execution


During execution, you can modify variables' values so that you can test different values for the variable. The
modified variables will not be saved.

To modify variables during execution:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, complete one of the following:

z Select a process and click the Run button


z Right-click a process and select Run.

Note: You can also run a process from the Process and Data Editor by clicking the Run button in the
toolbar.

The Configuration dialog box appears.

3. Configure your settings to run your process. For more information, see Configuring Process Execution.
4. Click Start.

The Execution dialog box appears.

5. Click the Expand/Collapse button on the right of the dialog box to expand the Step view. The
Expanded view allows you to view the steps while using the other tabs.
6. Click the Variables tab.

The Variables tab appears.

7. Click the Step tab in the Variables tab.

The Step tab appears. This tab displays the variables and values in the step that you are about to
execute.

8. Click the Step button to run each individual step in the process.
9. When you come to a step that you would like to modify the value, click in the tab and change the value.
10. Click the Step button to continue to run your process.

When the execution has completed, the Result Viewer dialog box appears with the results.

See Also

Running Processes

Setting Breakpoints

Capturing Screen Images

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Promoting a Result to a Result of Record Page 1 of 1

Promoting a Result to a Result of Record


In the Results Headers Summary pane, you can identify a specific execution result as a Result of Record. If you
identify a result as a Result of Record, then the status and execution information of each requirement linked to
each process in the selected execution will be updated. This feature will help you determine which test
requirements have completely passed.

When you promote a result to a Result of Record, then the result will appear bolded and a Result of Records
column appears in the Summary pane. If you promote a new result to a Result of Record, then previously
promoted results for the same process will be replaced and the bolded font is removed.

If the process has a number of child processes linked to a number of requirements, it may take several minutes
for the requirement status to reflect the newly promoted results.

To promote a result to a Result of Record:

1. In the Navigation pane, click Results.

The Results window appears.

2. In the Results Headers Summary pane, right-click on a result and select Promote to Result of Record.

The result is bolded, and a Result of Record column appears with a checkmark in the Summary pane.

Resetting Result of Record


You can reset results that have already been promoted to a Result of Record by right-clicking on the result in the
Summary pane and selecting Reset From Result of Record.

If you reset the result, then the result will no longer appear bolded in the Summary pane. Also, the Status for each
requirement linked to each process in the selected execution will be updated with an Unknown value.

See Also

Results Window

Viewing Execution Results

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Refresh Recordset Action Page 1 of 1

Refresh Recordset Action


Interface
System

Description
The Refresh Recordset action removes the existing recordset from memory and replaces a new copy of the
recordset from the database. A typical execution reads the recordset data one time and then caches the
recordset data in memory until the end of the execution. This action allows a process to re-read recordset data
from the Certify database during execution, instead of always operating on the copy in memory. Any unsaved
changes in this recordset will be lost when this action is invoked.

This action should not be used on a recordset that is currently filtered because the filter will not be applied during
refresh. The refreshed recordset may contain a different number of records than the original recordset which may
affect other recordset actions.

Narrative
Refresh RecordSet <Layout> / <RecordSet>

Parameters

Parameter Description Direction Data Type Control


Type

Layout Layout Input Text Layout/Recordset

Record Set Record Input Text Layout/Recordset


Set

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Results Window Page 1 of 3

Results Window
The Results window displays the results of processes that have been run in Certify. From the Results window,
you can do the following with results:

View
Generate reports
Compress
Export
Promote to Result of Record

Menu Options
Every window in Certify has common menu selections and toolbar icons. The following table shows the menu
selections specific to the Results window.

Menu Menu Selection Description

File New Folder Create a new folder.

Export Result Create an .xml file in a specific directory that contains a


Summary summary of the selected results. For more information,
see Exporting a Summary of the Execution Results.

Edit Cut Cut the selected result.

Copy Copy the selected result to the Clipboard.

Paste Create a new result from the cut or copied result beneath
the selected result.

Actions Compress Remove all passed execution results and their steps from
the database of the open project to conserve space and
increase performance. You can select one of the following
options:

z Keep Summary Only

z Keep Summary and Failed Steps

Save Captures Save all screen captures from the execution of the
process into a folder. Screen captures are saved as .jpg
files.

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Reports Summary Create a report that displays an overview of the selected


result.

Detail Create a report that displays all details related to the


selected result.

Recordsets Create a report that displays only steps with values of the
selected result.

Generate Report Using Create a report using a Certify BPP template.


BPP
For more information, see Creating Reports Using Certify
BPP Templates.

ToolBar Buttons
The following table shows the Results window toolbar buttons.

Button Name

New Folder

View

Cut

Copy

Paste

Export Report Summary

Keep Summary Only

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Results Window Page 3 of 3

Keep Summary and Failed


Steps

See Also

Understanding Certify Results

Result Headers Summary Pane

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Running Processes Using Manual Mode Page 1 of 2

Running Processes Using Manual Mode


You can choose to execute your process without intervention or you can execute your process in a manual mode
which is a step-by-step method. Running your process in manual mode allows you to debug process execution
when automation is not working. Manual mode requires user intervention when executing your process.

If you are stepping through your process execution, you can:

Visually see the log as it progresses through execution


Review the steps in the process
View variable values during execution
View recordsets values during execution

To run a process in manual mode:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, select a process that contains a Manual Step action and complete one
of the following:

z Select a process and click the Run button


z Right-click a process and select Run.

Note: You are able to run a process from the Process and Data Editor by clicking the Run button in the
toolbar.

The Configuration dialog box appears.

3. In the Run Settings section, click the Run Mode drop-down list and select Manual.
4. Configure the other settings to run your process. For more information, see Configuring Process
Execution.
5. Click Start.

The Execution dialog box appears with the Step tab in view.

6. Expand the Step view by clicking the Expand/Collapse button on the right of the dialog box. The
Expanded view allows you to view the steps while using the other tabs.
7. Click the Manual Execution tab to view the details of each step's execution.
8. At the top of the Execution dialog box, click the Step button to begin process execution.
9. Continue to click the Step button for each process step.

Note: You can pause the timer on a step by clicking the Pause Timer button. For more information,
see Pausing the Timer While Running a Step in Manual Mode.

10. After your Manual Step action step has run, you can view the Prompt and Expected Value information in

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Running Processes Using Manual Mode Page 2 of 2

the Manual Execution tab.


11. (Optional) Type in the actual value in the Actual Value text field and a message in the Error Message text
field.
12. (Optional) Change the test status that is documented in the manual step by selecting a Test Status
option.
13. Continue to click the Step button for each process step.

After all of the process steps are executed, the Result Viewer appears with the results.

See Also

Debugging Process Execution

Running Processes

Manual Step Action

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Running Selected Process Steps Page 1 of 2

Running Selected Process Steps


In the Process and Data Editor, you can run a single step or several steps of a process. The Execute Step(s) feature
allows you to debug individual steps without running the entire process. You will not be able to use this feature on
state processes that are used to load, unload, log on, log out, and terminate applications. If the step has associated
layouts and recordsets, they will be ignored.

Prior to running the selected steps, you must have the application opened that you are testing.

The Process and Data Editor offers you two ways to execute selected steps from the Action menu:

Method Description

Execute Step(s) Runs execution on the selected steps without the Execution dialog box
appearing. If you have selected several steps, then you will not be able to
run execution manually.

Execute Step(s) with Dialog Runs execution on the selected steps, and the Execution dialog box
appears. If you have selected several steps, then you will be able to
manually execute these steps by using the Step button in the Execution
dialog box.

The Execution dialog also allows you to view and modify variables used in
execution, as well as add a variable in the Watch tab. For more
information, see Modifying Variables During Execution and Adding Watch
Variables.

After execution, the Result Viewer will not appear, and results will not be saved to Certify's Results database. The
following information appears in the Process and Data Editor status bar:

Number of selected steps


Overall status
Last selected step status

To run selected process steps in unmanaged mode:

1. Open the application in which you plan to test.


2. In the Certify Navigation pane, click Processes.

The Processes window appears.

3. In the Summary pane, complete one of the following:


z Double-click a process.
z Right-click on a process and select Edit.

The Process and Data Editor appears.

4. Click the Steps tab.

The Steps tab appears.

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5. In the Steps tab, complete one of the following:


z Right-click on a step that you would like to run and select Execute Step.
z Select a step and from the Process and Data Editor menu select Action > Execute Step.
z Select a step and press <F6>.

Note: For multiple steps, press the <Ctrl> key while selecting each step. For a range of consecutive steps,
press the <Shift> key when selecting a range.

After the steps run, you can view the execution status in the Process and Data Editor status bar.

To run selected process steps in managed mode:

1. Complete Steps 1 through 4 from the To run a selected steps in unmanaged mode procedure.

The Steps tab appears.

2. In the Steps tab, complete one of the following:


z Select steps and from the Process and Data Editor menu select Action > Execute Step in Dialog.
z Select steps and press <Shift> <F6>.

The Execution dialog box appears.

3. Click the Step button to run each individual step in the process and to debug.
4. If needed, modify or add variables in the Watch tab. For more information, see Modifying Variables During
Execution and Adding Watch Variables.

When the execution has completed, you can view the execution status in the Process and Data Editor status
bar.

See Also

Running Processes

Running Processes Using Manual Mode

Debugging Process Execution

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Select Menu Page 1 of 2

Select Menu Action


Interface
SAP

Description
The Select Menu action is used to select any menu or sub-menu from a window. If you do not have a specific menu
path, then you are able to define the path with Menu and Criteria parameters.

Narrative
Select menu item: <*Menu>, Level 1: <*Criteria Level 1> <*Menu Level 1>, Level 2: <*Criteria Level 2> <*Menu Level
2>, Level 3: <*Criteria Level 3> <*Menu Level 3>, Level 4: <*Criteria Level 4> <*Menu Level 4>

Parameters

Name Control Type Data Type Values

Menu EditBox Text

Menu Level 1 EditBox Text

Criteria Level 1 ComboBox Text Equals

Starts With

Contains

Menu Level 2 EditBox Text

Criteria Level 2 ComboBox Text Equals

Starts With

Contains

Menu Level 3 EditBox Text

Criterial Level 3 ComboBox Text Equals

Starts with

Contains

Menu Level 4 EditBox Text

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Criteria Level 4 ComboBox Text Equals

Starts With

Contains

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Send Keys Action Page 1 of 1

Send Keys Action


Interface
System

Description
The Send Keys action allows you to send keys to a window with user-provided criteria and text. This action will activate the
window specified in the Caption parameter if the window caption is set to open a window.

For the Keys parameter, you are able to use the following special characters:

Key Special Character

<Tab> {TAB}

<Enter> {ENTER} or ~

<Alt> %

<Ctrl> ^

<Shift> +

Narrative
Send Keys <*Keys> to window with caption that <*Criteria> <*Caption> (Timeout = <*Timeout>
seconds)

Parameters

Name Description Control Type Data Type Values

Keys Keys EditBox Text

Criteria Caption criteria ListBox Text Is Equal To

Starts With

Contains

Caption Target window EditBox Text


caption (Optional)

Timeout Timeout seconds EditBox Text 10 seconds


(Default)

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Send Vkey Action


Interface
SAP

Description
The Send Vkey action is used to send an SAP Vkey to the window. Normally, this action takes action on the object that
currently has focus but may also act on the window itself.

Narrative
Send Vkey <*Key> to [Object] [Class]

Parameters

Name Control Type Data Type Values

Key ComboBox Text Vkey List (Note2)

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Setting Breakpoints
You may want to set breakpoints after receiving failed steps to view the actual execution of your test and to
determine why the steps are failing. You can set breakpoints through the Step tab or the Breakpoint tab.
Breakpoints will remain in the execution process until you delete it.

To set a breakpoint in the Step tab:

1. In the Navigation pane, click Processes.

The Processes window appears.

2. In the Processes Summary pane, complete one of the following:

z Select a process and click the Run button


z Right-click a process and select Run.

Note: You can also run a process from the Process and Data Editor by clicking the Run button in the
toolbar.

The Configuration dialog box appears.

3. Configure your settings to run your process. For more information, see Configuring Process Execution.
4. Click Start.

The Execution dialog box appears.

5. Click the Step tab.

The Step tab appears.

6. Right-click the step where you want to set your breakpoint and select Set Breakpoint.

The step where the breakpoint is set turns red.

As you run your process, the execution pauses at the step that you set the breakpoint. After you review
the step, click Run to continue execution.

Note: To enable and disable breakpoints, right-click on the step and select Enable Breakpoint or
Disable Breakpoint in the Step tab.

To set a breakpoint in the Breakpoint tab:

1. Complete Steps 1 through 4 from the above procedure.

The Execution dialog box appears.

2. Click the Breakpoint tab.

The Breakpoint tab appears.

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Setting Breakpoints Page 2 of 2

3. Right-click in the tab and select Add Breakpoint.

The Select Step dialog box appears.

4. In the Summary pane, select a process.


5. Click the Steps tab.

The Steps tab appears.

6. Select a step.
7. Click OK.

The step is added to the Breakpoint tab.

As you run your process, the execution pauses at the step that you set the breakpoint. After you review
the step, click Run to continue execution.

To remove breakpoints:
You can remove breakpoints in both the Step and Breakpoint tab. In the Step tab, right-click on the step
with the breakpoint and select Clear Breakpoint. In the Breakpoint tab, right-click on the breakpoint
and select Remove Breakpoint.

See Also

Selecting a Step to Set a Breakpoint

Running Processes

Capturing Screen Images

Adding Watch Variables

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Standard Certify Menu Selections Page 1 of 4

Standard Certify Menu Selections


In Certify, the following menu selections are standard in most windows, and you are able to do the following
tasks:

Menu Menu Selection Description

File New Create a new Certify component.

Edit Edit a Certify component.

Print Print the Summary grid of the Window.

Open Project Open an Existing Project

Exit Exit Certify.

Edit Cut Cut the selected Certify component.

Copy Copy the selected Certify component to the


Clipboard.

Paste Create a Certify component from the cut or


copied component.

Delete Delete a Certify component.

View Quality Engineer View of the Navigation taskbar buttons and


functionality that is tailored for specific users.
Business Analyst

Administrator

Manager

All

Actions Back Go back to the previous window.

Forward Go forward from a previous window.

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Standard Certify Menu Selections Page 2 of 4

Refresh Refresh the window. Press <F5> to also


refresh window.

Tools Reset My Password Reset your password.

Configure Opens the Configuration Manager. The


Configuration Manager allows you to create
rules for the way a page is learned. These
configurations are stored directly to the
Certify database. For more information, see
Creating a New Learn Configuration with the
Configuration Manager.

Currently, the HTML interface is supported.

Change Configuration Edit the current configuration of your Certify


system. When you change your configuration,
you will need to restart Certify.

Change LDAP Authenticate users against your Lightweight


Configuration Directory Access Protocol (LDAP) system.

This option is only available to users who


have administrator rights.

Change Global Edit your current configuration for the entire


Configuration company. You are able to set the following
parameters:

z Record filter criteria results run time

z SAP process lock mode

z SAP process serialize mode

z SAP results serialize mode

z Variables target folders

z Remember passwords

z Determine strong passwords

Change BPP Allow users to utilize Certify Business


Configuration Process Procedure™ (Certify BPP) templates
for their reports.

The administrator will type in the Certify BPP


base URL that will allow Certify to connect to
Certify BPP in order to utilize report

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Standard Certify Menu Selections Page 3 of 4

templates.

For more information, see Connecting Certify


to Certify BPP to Utilize Report Templates.

Set User Variables Create user variables.

Certify Interface Learn Launch the Interface Learn tools

Certify Windows Open the corresponding windows.

Reports Requirement Coverage Display a chart that depicts the current


Report (Summary) coverage of the requirements based on the
status of the requirements.

Requirement Coverage Display a table and chart that detail the


Report (Detail) current coverage of the requirements based
on the status of the requirements.

Project Progress Report Display a chart that depicts the trend


(Summary) information of processes in a project over
time.

Project Progress Report Display a table and chart that detail the trend
(Detail) information of processes in a project over
time.

Project Status Report Display a chart that shows the number of


(Summary) passed, failed, skipped, aborted, and not
executed processes in the project. The data
is filtered by a selected target date.

Project Status Report Display a table and chart that detail the
(Detail) number of passed, failed, skipped, aborted,
and not executed processes in the project.
The data is filtered by a selected target date.

Help Contents Access the Worksoft Certify Online Help file.


Displays the table of contents that includes all
topics within the Help.

Search Activate the Search capability of the Worksoft


Certify Online Help file.

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e-Learning Access available Certify e-Learning tutorials.

Show Log Display the Certify log file.

About Certify Display the current database server,


database name, database version, and
current Certify version you are using.

Related Topics

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Static vs. Dynamic Objects Page 1 of 1

Static vs. Dynamic Objects


A static object is an object that is recognized by the Certify Learn for SAP utility as part of the window or dialog
and imported into the repository. A dynamic object is another class of objects that is dynamically generated at
runtime, so it is not part of the repository. A special dynamic object class exists for every class defined in the
repository. Dynamic objects are represented by parentheses surrounding the class name, and they are
automatically generated by SAP Learn as part of each window or dialog it processes. For example, you have a
window that contains GuiCTextField objects. These objects include the (GuiCTextField) dynamic object as part of
its collection of UI elements.

A dynamic object has all of the native actions of the class it belongs to, along with the generic actions belonging
to all objects. Before a dynamic object can be used, it must be found by one of its properties, whether it is the text
associated with it, the ID assigned by the system, or even the Tooltip property given to it by the application
programmer. Once it has been found, it can be used just like any static object. Special relational operators (Next,
First, Previous, and Last) can also be applied to the Find By actions to iterate through sequences or lists of
dynamic objects. They offer a powerful way to implement complex logic without programming, and they are
consistent with the overall Certify methodology.

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Substring Action Page 1 of 1

Substring Action
Interface
System

Description
The Substring action gets text with a number of characters from a starting point (index) and stores it.

For example, if you want to pull the month from a date field with a fixed format of DD-MMM-YY, you would pull 3
characters starting at location 4 to get the month.

Narrative
Extract substring from <Input Text> starting at <Starting Index> for <Length>
characters and store in <Result>

Parameters

Parameter Description Data Type Control Type

Result Result Text Variable Only

Input Text Input text Text EditBox

Starting Index Starting index Number EditBox

Length Length Number EditBox

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Substring Index Action


Interface
System

Description
The Substring Index action locates a substring in text and stores the location of the text in a result.

For example, to find an account number that contains a pound (#) sign then a number (e.g., #282), use the
Substring Index action to find the #, then use the Substring action to get the account number.

Narrative
Find substring index in <Input Text> matching <Substring> and store index in
<Result>

Parameters

Parameter Description Data Type Control Type

Result Result Number Variable Only

Input Text Input text Text EditBox

Substring Substring Text EditBox

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Trim Action Page 1 of 1

Trim Action
Interface
System

Description
The Trim action removes blank characters from a text variable.

Use this action when leading or trailing spaces are not needed in the data. For example, when your application
fills a field with spaces to right justify data, but the data you want to verify has no spaces, use the Trim action to
remove the spaces.

Narrative
Remove whitespace from <Value> by <Trim Type> and store in <Result>

Parameters

Parameter Description Data Type Control Type List Values

Value Variable Text EditBox

Trim Type Trim type Text ComboBox Trim Left

Trim Right

Trim Both

Result Trimmed result Text Variable Only

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Understanding Certify Capture Page 1 of 1

Understanding Certify Capture


Certify Capture™ allows for you to capture actions performed against an SAP® application under test on a SAP
GUI for Windows system. After the Certify Capture utility is started, all interactions with the SAP GUI will be
captured.

Certify Capture collects all SAP GUI interactions and converts them into Certify process steps in the same
sequence order. A Certify map will also be created.

In order to utilize Certify Capture, you need a valid SAP user ID and password in order to interact with SAP GUI.

Accessing Certify Capture


You are able to access the Certify Capture tool in the following two ways:

From the Certify Processes window, right-click in the Summary pane and select New Process Using
Certify Capture.
From the Process and Data Editor, right-click in the Steps tab and select Insert Steps With Certify
Capture.

Related Topics

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Understanding Layouts Page 1 of 1

Understanding Layouts
A layout is a collection of variables that define the data in a recordset. A layout must exist before you can create the
recordsets that will be used for your tests. A layout can have one or more recordsets associated with it.

Layouts can be created:

Manually
From a process and child processes
From the windows and objects you imported for your application

When you create a layout manually, you insert or add existing variables into the layout. Manually creating a layout
requires you to select variables from an application version in a project. Then, you will add or remove the variables in
the layout.

When you create a layout from a process, you can select the process that contains the variables you want to add
to the layout. Each record or line in the recordset contains a value for each variable defined in the selected
processes.

When you create a layout from windows and objects, you select the objects imported from your application map
and select the objects you want to create variables for.

Recordsets
Once a layout is defined, you can create recordsets and add the data values associated with each recordset. Using
recordsets during process execution allows you to use the same process to input or verify different data. For more
information about recordsets, see Understanding Recordsets.

Layouts and Recordsets Workflow

See Also

Creating Layouts Manually

Creating Layouts Using Processes and Child Processes

Creating Layouts Using Objects

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Understanding Permissions
In Certify, permissions are rights to access different areas or features. Until you add individual permissions to a
user's profile or add the user to a group with permissions, the user cannot log on to Certify. Permissions are
added in the Permissions tab of the Users and Groups window.

Certify supports three levels of access for a given user or group:

Permission Description

No access User has no access to Certify.

Read access User can view and export in Certify, but not create, edit, or
import data.

Write access User can view, create, edit, import, and export data in Certify.

In addition, some functionality, such as processes, has additional access for a given user or group:

Execute access - User can execute processes in Certify.

You can grant permissions to the user individually and to groups. Users' permissions include all of the
permissions assigned to them as an individual, as well as all of the permissions assigned to the groups in which
they are members. Users do not lose any permissions if the group has fewer permissions than what they
currently have as an individual. For example, if the user has individual permissions to Read and Write
applications, but the group only has Read access permissions, the user has Read and Write permissions.

Permissions are set on a feature level or a project level, and they are based on the functionality in Certify.
Feature-level permissions give you access to interfaces, users and groups, requirements, applications, attributes,
and projects. Project-level permissions give you access to a specific project and its associated requirements,
variables, layouts, recordsets, processes, results, and application maps.

When you log on to Certify, only the features and windows in which you have permissions will display.

See Also

Assigning User and Group Permissions

Assigning Users and Groups Project Permissions

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Understanding Process Execution Page 1 of 2

Understanding Process Execution


Once processes are created, you can execute them at any time. You can choose to execute your process without
intervention or you can execute your process in a step-by-step method. The method you use to execute your
process can depend on the following criteria:

If this is the first time you have executed your process, then you should run the process without
intervention. This method allows you to see if your process steps are correctly defined and in the correct
order for your application.
If you are debugging execution of a process, then run the process with the step-by-step method. With
Certify's debugging tools, you can follow the execution and determine where and why failures have
occurred.

If you are stepping through your process, you can:

Review the steps in the process


View variable values during execution
View recordsets values during execution

When execution is complete, the Result Viewer allows you to review the results. For more information, see
Understanding Certify Results.

Configuring Execution
Prior to running your process, you will need to configure process execution to meet your requirements.
Configuration consists of setting the execution and log settings and providing the location to find input data and
start-up data. The Configuration dialog box allows you to configure the following options:

Type of execution
When the execution is performed
How the results are handled

For more information, see Configuring Process Execution.

Debugging Process Execution


After you configure your process execution, the Execution dialog box opens. The Execution dialog box provides
you with tools to assist you in debugging your process execution. These tools enable you to:

Skip process steps during execution that you know are working correctly
Capture screens interactively as your execution progresses to help identify failures
Trace process execution
View the steps in the process
View or watch variables used in the process and steps of the process
View recordsets used in the process or steps of the process
Set breakpoints for execution

To verify a step in a process, you are able to execute that one step from the Process and Data Editor. For more
information, see Executing Selected Process Steps.

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For more information, see Debugging Process Execution.

See Also

Running Processes

Running Processes Using Manual Mode

Understanding Certify.exe

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Understanding the Certify:LiveTouch Feature Page 1 of 2

Understanding the Certify LiveTouch Utility


With Certify LiveTouch™, you are able to learn objects while adding steps to your process and save the objects to
a specific application version. You will be able to use these new learned objects in other processes because
these objects are saved in your Certify database.

When LiveTouch is open, any click you make with the mouse is captured. As a result, if you click outside of the
application, you may need to pause LiveTouch. To pause LiveTouch, click the Pause button on the
Certify:LiveTouch dialog box. To restart LiveTouch, click the Start button on the LiveTouch dialog box.

This feature is only available for the SAP, HTML, Silverlight, and Java interfaces.

Menu Options
You are able to select the following options with the Certify LiveTouch menu options:

Menu Option Description

View Fields Displays the following options:

Application
Program
Transaction
Screen Title
Class
Text
Name
Physical
Location

This selection is persisted throughout


your session.

Fields (Show when hovering As you hover over objects in the


mouse) application, the field information is
displayed.

Mouse Coordinates and Offset The Mouse Coordinates and Offset option
allows you to display the mouse
coordinates and offset from the last
selected object in the status bar.

Learn Learn Objects as Needed Learn new objects while adding steps to
your process

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Save Objects to Application Save the newly learned objects to a


Version specific application version

Settings Target Folders Select a target folder for the variables

This feature is only available to users who


purchased Certify Data.

Use Variables for New Steps Create new variables for the application's
values

This feature is only available to users who


purchased Certify Data.

Highlight Color Select which color to use when you


highlight an object.

See the following topics for more information on how to use this utility:

Adding Steps to Processes with Certify LiveTouch

Learning Objects While Adding Steps with Certify LiveTouch

Modifying a Process Step with Certify LiveTouch

Creating Variables While Adding Steps with Certify LiveTouch

Process Usage
You are able to use the Process Usage feature with LiveTouch in order to view where an object is used in
processes. You can select only one object at a time. From the Certify menu, you can select to search with one of
the following LiveTouch options:

Process Usage
Process Usage (Include Child Objects)

For more information, see Viewing Process Usage with Certify LiveTouch.

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Understanding the Execute Process Action Page 1 of 1

Understanding the Execute Process Action


The System Window "Execute Process" action allows you to create a step in a process that calls another
process. When a set of steps is common to many functions, you may want to create one process with these steps
to reuse as needed in other processes. For more information about creating processes, see Creating a Process.

If you target process name is correct and the target process exists in the same folder as the calling process,
Certify will execute the process even if the path is incorrect.

Layout, Recordset, and Recordset Mode Parameters


When you create a new "Execute process" step in a process, the layout and recordset should be added to the
"Execute process" step.

If a layout and recordset are already specified in the child process when you add the "Execute process" step to a
process, the default values of the layout, recordset, and recordset mode parameters associated to this child
process will be automatically selected. If you do not want to use the default values, then you can choose a
specific layout and recordset combination. If you do not want to use any parameter values, then select "None."

Creating Variables to Execute Processes


You can create a variable to execute processes that can be used with the Execute Process action. When you
select the parameter for this action, choose Select Variable and select the variable that has the name and path
of the desired process. When you create these Execute Process variables, you will need to put the path of the
process in the Initial Value field. Use the standard pathing rules which are case-sensitive.

Note: If an execute process step fails, the status of step is not considered “false”. If the process cannot be
found or if the recordset cannot be found by a variable name, then the status of the step will be
considered "false."

Record Filters
With the Execute Process action, you can create a filter that allows only select rows of a recordset to be used
during execution of a child process within a process. For more information on creating record filters, see Creating
Recordset Filters.

Related Topics

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User Variables Summary Pane Page 1 of 1

User Variables Summary Pane


The User Variables Summary pane provides a list of existing user variables.

Menu Options
In the Summary pane, you can use the right-click menu to do the following tasks:

Task Description

Customize Columns Display the hidden (Hide) and visible (Show) columns and change the order of
the columns by selecting Up or Down.

Print Print the pane information shown.

Export Export information shown in the pane to a comma-separated (.csv) file.

New User Variable Create a new user variable. For more information, see Creating User Variables.

Edit Edit an existing user variable. For more information, see Editing User Variables.

Delete Delete the selected user variable.

If you delete a user variable that is not in use, historical data related to the user
variable is also deleted. You cannot delete a user variable that is in use.

Copy Copy one or more selected user variables.

Paste Paste the copied user variables into the Summary pane.

See Also

Working with User Variables

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Variable Types Page 1 of 2

Variable Types
There are four types of variables that you can use with Certify:

Project
Process (Local)
System
User

Project Variables
Project variables are specific to a project, and they are commonly used in data-driven testing. Project variables
can be created and managed in the Variables window or in the Process and Data Editor when you create
processes. You can use Project variables in the following Certify windows:

Window Use project variables to ...

Data Define the layouts of your recordsets.

Process Define the values of objects within your process


steps.

Process (Local) Variables


Process variables, also known as local variables, are created and used only by a single process. When creating a
process in the Process and Data Editor, you can create a process variable that will only be available to a specific
process. For more information on how to create local variables, see Creating Process (Local) Variables.

System Variables
System variables are pre-defined and used as read-only variables to data values during test execution. System
variables contain system values that can be added to process steps, but cannot be part of a recordset because
you can write to variables in a recordset.

Certify provides the following system variables:

Current locale
Current date
Current process name
Current recordset name
Current recordset row number
Last step status
Current user name
Current layout name
Current machine name

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Documents directory

AUT Locale Variable


The System variable called AUT Locale provides control of the locale during execution. The System action called
Set AUT Locale allows users to set this System variable. When used in conjunction with recordsets and locale-
specific data formats, a single process can be executed against applications of various locales. At execution time,
the initial value of the system variable, AUT locale, defaults to the locale of the user machine until the step with
“Set AUT locale” is executed.

User Variables
User variables are user-defined variables that can be used during process execution. They are created and
managed from the Extensions window by a Certify Administrator, and they are shared across all projects. For
more information, see Working with User Variables.

See Also

Creating Variables

Adding System Variables to Process Steps

Creating User Variables

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Wait Action Page 1 of 1

Wait Action
Interface
System

Description
The Wait action delays an execution by a number of seconds, and the time can be referenced from a variable.

This action is useful when a delay is needed. For example, if you switch between applications, windows, or tabs,
then saving data to your database may require a delay.

When you set a wait, a Wait dialog box appears showing the wait time. This dialog box appears as a visual that
the test is operating and also as an opportunity to cancel a test. No fields can be changed on the Wait dialog box,
but you can click Cancel to stop execution.

Narrative
Wait <Delay> seconds

Parameters

Parameter Description Data Type Control Type

Delay Delay in number of seconds Number EditBox

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