TEST PLAN

INTRODUCTION

Test Plan is a unique application that enables users to set up,

manage and monitor all activity relating to testing plans.

With Test Plan, testers can append documents, screenshots and

data to a task or defect, to help developers better understand
the problem. Additionally integration with other test modules
from Original Software means test scripts, data cases and other
test components can be attached and launched - all from within
Test Plan.

The database options include Oracle, Microsoft SQL Server and

IBM DB2. This means it can be instantly accessed by any
member of the development and testing team, creating direct
lines of communication between testers and developers
working on a common task.
 GETTING STARTED

 When Test Plan is

launched, the following
window is displayed.
Connection Shows the name of each server for which there is an
ODBC connection available. When a System is selected, an ODBC
connection will be made (may take anywhere from 2 to 30 seconds).
Only ODBC Data Sources which include the word ‘Test Bench’ will be
displayed.

Library If using the IBM I Series as the server this is the library
in which the Test Bench application is stored and should be left as the
default TB_5PO. For SQL Server, Oracle and Access this is the name of
the Test Bench database.

User ID Identifier associated with user name within Test Plan

administration. An alphanumeric field containing at least 1 but no more
than 10 characters used as a part of the login.

Password A case sensitive alphanumeric code containing at least 5

but no more than 10 characters used as a part of the login. The
password should be kept confidential.

When Test Plan is first installed, Admin is the only pre-existing User ID.
Enter Admin into the User ID field. Leave the password blank when
entering Test Plan for the first time. Upon clicking ‘OK’ on the login
window the following window will appear.
 Your Original Software
representative has
provided you with a
Security Code to be
entered into these
fields. Then click ‘OK’.
 TO SET THE ADMINISTRATOR’S PASSWORD

Password A case sensitive alphanumeric code containing at least 5 but

no more than 10 characters used as a part of the login. The password
should be kept confidential.
Test Plan Versions There are two
versions of the Test Plan application.

Test Plan Administrator Test Plan

Administrator gives access to all the
functionality.

Test Plan User A reduced functionality

version, which enables the user to update
tasks and add/maintain defects but does not
allow any changes to the structure of the plan.
 Test Plan User
The following functionality is available in Test Plan User:-

• Creation of defects.

• Editing defects (including the maintenance of associated elements

such as PC Files, Test Results and Components).

• Editing tasks (including the maintenance of associated elements

such as PC Files, Test Results and Components).

• Generation of reports.

• Generation of charts/statistics.

• Search facility for tasks/defects.

• Viewing of milestones.

• Filtering of viewable task/defect information.

 Test Plan Administrator

Functionality which is only available in Test Plan Administrator

includes:-

• Creation and deletion of plans.

• Adding/deleting tasks.

• Deletion of defects.

• Adding milestones.

• Adding folders and altering folder structure.

TEST PLAN MAIN PANEL OPTION
 FILE

New To add a new plan.

Open To access an existing plan.

Admin To access the administration options. This option allows the administrator to
add new users, allocate authority for specific users to Plans, edit Plans and change some
defect and task options. This option is grayed out if the user does not possess Admin
authority.

Properties To create task and defect User Fields for this Plan only. These are fields
which will appear on additional tabs on the Task and Defect forms to enable extra
information to be recorded. They can also be defined at the system level using the Admin
form.

Report To run a report - The Report option is also available by clicking the
Report icon on the toolbar.

Chart To view a three dimensional chart of defects by status and priority. It is

also possible to display a tabular view of the related statistics. The Chart option is also
available by clicking the Chart icon on the toolbar. This option is grayed out when a Plan is
not open.

Milestones Milestones are a set of important dates or events that can either be task related
or independent of task. Use this option to view existing milestones, add or delete milestones. The
Milestones option is also available by clicking the Milestones icon on the toolbar. This option is grayed out
when a Plan is not open.

Exit Close TestPlan.

 Admin Options

 When the Admin

option is selected
from the File menu
the following window
is displayed. If the
user does not have
Admin authority only
the Plans tab is
available.
 Resources Create, modify and
delete Test Plan users, assign users to
individual Plans and edit the user’s
authority to those Plans.

 Plans Assign users to Plans and

edit the user’s authority to those Plans.
Also add new Plans and copy and delete
existing Plans.

 When errors are found within a task they

are assigned as defects. The following two
options relate to these defects.

 Defect Priority Create or

modify a list of priority values (e.g. Low,
Urgent, etc.). Each defect will be
associated with one of these values. It is
in this way that users can easily view
which defects are most critical within a
task. The defect priority is a user defined
item.

 Defect Status Create or modify values

that illustrate how close the defect is to
being resolved. These statuses will also
be associated with either an open or
closed stage. Defects are treated
differently based on their current stage. The
defect status is a user defined item.
 Task Status Create or modify values that
illustrate how close the task is to being
resolved. These statuses will also be associated
with either an open or closed stage. Tasks are
treated and displayed differently based on their
current stage. The task status is a user defined
item.

 Data Sources Create or Amend existing

Data Sources from which to operate and work
within. Different data sources can therefore be
utilized at different times dependent on
individual needs. Once configured Test Plan will
be able to attach and launch Test Bench
Components and Results which are held on
different servers to allow for those users with
multiple copies of Test Bench. This provides a
very holistic approach to testing and test
planning.

 Task User Fields Define additional fields that

will be available via an extra tab on the Task
form. These can be used to specify information
specific to your business needs. Fields defined
here will be available to all Plans, but User
Fields can also be defined at the specific Plan
level.

 Defect User Fields Define additional

fields that will be available via an extra tab on
the Defect form. These can be used to specify
information specific to your business needs.
Fields defined here will be available to all Plans,
but User Fields can also be defined at the
specific Plan level.
  Menu Options

 The following options are available via the

screen icons or right click menu when an
item has been highlighted and are only
enabled when they can perform a useful
function.

 New Create a new item, see following

sections for more information.

 Edit Edit the item, see following sections

for more information. An item can also be
edited by double clicking the table row.

 Copy This option is only available when

viewing Plans and provides access to
Copy Plan Wizard. See later section for
more information.

 Delete Remove the item, see following

sections for more information. A
confirmation window is displayed.
 Move Up This option is only available on
the Defect Priority, Defect Status and
Task Status screens. An existing item
may be moved up the list one row at a
time. Highlight the intended item prior to
proceeding
 Move Down This option is only available
on the Defect Priority, Defect Status and
Task Status screens. An existing item
may be moved down the list one row at a
time. Highlight the intended item prior to
 New Create a new item, see
following sections for more
information.

 Edit Edit the item, see following

sections for more information. An
item can also be edited by double
clicking the table row.

 Copy This option is only available

when viewing Plans and provides
access to Copy Plan Wizard. See
later section for more information.

 Delete Remove the item, see

following sections for more
information. A confirmation window
is displayed.

 Move Up This option is only

available on the Defect Priority,
Defect Status and Task Status
screens. An existing item may be
moved up the list one row at a time.
Highlight the intended item prior to
proceeding

 Move Down This option is only

available on the Defect Priority,
Defect Status and Task Status
screens. An existing item may be
moved down the list one row at a
time. Highlight the intended item
prior to proceeding
EDIT MENU
COPY PLAN WIZARD
COPY TASK OF SELECTED PLAN
Assigned Resources To New Plan
DEFECT PRIORITY
DEFECT STATUS
TASK STATUS
 Data Sources

This option can be completely customized at the global level. Every Data Source can then be utilized by
the Test Components and Test Results functionality. Once configured here this will allow full
maintenance of components stored on different servers. Choosing one of the Data Sources from the
drop down box will point the application to search on the specified database for the Test
Component/Result which you wish to attach. Test Plan fully supports the following Data Sources – I
Series, SQL, Oracle, and Access.
THANKS