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Micro Focus ALM/QC

Overview

Planview Hub offers integration solutions to flow test artifacts such as test results, test steps, and their associated tests, test runs, test instances, and folder structures.

Please review the sections below to learn more about supported test scenarios using Micro Focus ALM/QC.

           

Synchronizing Micro Focus ALM/QC Test Steps

Use the instructions below to configure the following integrations:

  • ALM Test Steps → ALM Test Steps

Step 1: Connect to your Repository

First, connect to your repository by following the instructions here.

You can learn more about ALM-specific configuration in our Connector Docs.

Step 2: Construct your Model

To flow test steps, you will need to add the Test Steps entity when creating your Test model.

To do this, click + Add Entity and select the Test Steps option.

Screenshot 2023-07-07 at 10.59.01 AM.png

A Test Steps entity will be added. On the Model Configuration screen, you will then see two panels:

  1. Test Fields: In the top section, add any fields you'd like to flow on the test (or test run) artifact that are not part of its associated test steps.
  2. Test Step Fields: In the bottom section, add any fields you'd like to flow that are a part of test steps. You'll see that Hub provides some Smart Fields that are test step specific to help you get started, but you can add any other desired fields by leaving the Smart Field blank.

Screenshot 2023-07-07 at 10.59.55 AM.png

Here is an example of a very simple Test Model with Test Steps:

Screenshot 2023-07-07 at 11.02.52 AM.png

You can find general details on how to create a model here.

Step 3: Create your Collection

You can find general details on how to create a collection here.

You will see a Map Test Fields sash on your collection if:

  • Your model is a Model with Test Steps, and
  • Your artifact is an ALM Test, ALM Test Run

Screenshot 2023-07-07 at 11.10.58 AM.png

The process to map test step fields is very similar to the process on the normal Field Mapping screen. Note that both relationship(s) and other field types for test steps will be mapped on this one sash.

Note: Tests and Test Steps do not require a typical relationship field mapping to link them. We've added behind-the-scenes smarts to couple them for you.

Step 4: Configure your Integration

You can find general details on how to configure an integration here.

In order to see a Test Step Flow link on the integration configuration screen, the following conditions must be met:

  • Model is of type 'Model with Test Steps'
  • Artifacts in both collections have test steps
  • The relevant Hub connectors must support test steps (see Connector Documentation to confirm)

Screenshot 2023-07-07 at 11.14.57 AM.png

Clicking the link will bring you to the Test Step Flow screen, where you can click Select to choose your desired Test Step Flow style:

Screenshot 2023-07-07 at 11.16.26 AM.png

Due to the sequential nature of test steps, test step flow has some unique properties:

  • Test steps can only flow in one direction
  • The target collection’s test steps will be kept in strict synchronization with the source collection: this means that all updates, deletions, and re-ordering of test steps will be mimicked in the target collection. Since the source collection is the system of record, any test steps that exist in the target collection but not the source collection will be removed.
  • If the test steps on the target artifact are changed by an end-user, they will be updated by Hub when one of the fields or ordering on the source artifact's test steps is changed.

Note: Comments and attachments are not currently supported on Test Steps.

           

           

Synchronizing Micro Focus ALM/QC Test Results

Many organizations have been using Micro Focus ALM (aka Quality Center) for quality management for years. ALM remains popular and continues to play an important role in test management, especially when it comes to manual testing, defect management, and quality reporting.

The challenges for QA teams and leadership are how to restore visibility into coverage, quality, and cost, now that testing data is split across multiple instances.

The method outlined below will enable you to flow test results into Micro Focus ALM from another ALM instance. Due to the architectural specificity of ALM, the methods below cannot be used for other endpoints.

You can watch this demo video to learn more:

Step 1: Connect to your Repository

First, connect to your repository by following the instructions here

You can learn more about ALM-specific configuration in our Connector Docs.

Step 2: Construct your Model

To flow test steps, you will need to add the Test Steps entity when creating your Test model.

To do this, click + Add Entity and select the Test Steps option.

Screenshot 2023-07-07 at 10.59.01 AM.png

A Test Steps entity will be added. On the Model Configuration screen, you will now see two panels:

  1. Test Fields: In the top section, add any fields you'd like to flow on the test (or test run) artifact that are not part of its associated test steps.
  2. Test Step Fields: In the bottom section, add any fields you'd like to flow that are a part of test steps. You'll see that Hub provides some Smart Fields that are test step specific to help you get started, but you can add any other desired fields by leaving the Smart Field blank.

Screenshot 2023-07-07 at 10.59.55 AM.png

Here is an example of a very simple Test Model with Test Steps:

Screenshot 2023-07-07 at 11.02.52 AM.png

You can find general details on how to create a model here.

Converting Model Types

Standard Models can be converted to Test Models simply by choosing Model with Test Steps in the Model Type drop down.

Models with Test Steps cannot be converted back to Standard Models, but this should not present any challenges to integration scenarios. If Test Step Flow is not enabled in the related integrations, the test step fields in the model will simply be ignored.

Step 3: Create your Collection

You can find general details on how to create a collection here.

You will see a Map Test Fields sash on your collection if:

  • Your model is a Model with Test Steps, and
  • Your artifact is an ALM Test, ALM Test Run, Octane Test, or Octane Manual Run

Test Steps Field Mapping Sash

The process to map test step fields is very similar to the process on the normal Field Mapping screen. Note that both relationship(s) and other field types for test steps will be mapped on this one sash.

Note: Tests and Test Steps do not require a typical relationship field mapping to link them. We've added behind-the-scenes smarts to couple them for you.

Step 4: Configure your Integration

You can find general details on how to configure an integration here.

In order to see a Test Step Flow link on the integration configuration screen, the following conditions must be met:

  • Model is of type 'Model with Test Steps'
  • Artifacts in both collections have test steps
  • The relevant Hub connectors must support test steps (see Connector Documentation to confirm)

Click 'Test Step Flow'

Clicking the link will bring you to the Test Step Flow screen, where you can click Select to choose your desired Test Step Flow style.

Test Step Flow Screen

Due to the sequential nature of test steps, test step flow has some unique properties:

  • Test steps can only flow in one direction
  • The target collection’s test steps will be kept in strict synchronization with the source collection: this means that all updates, deletions, and re-ordering of test steps will be mimicked in the target collection. Since the source collection is the system of record, any test steps that exist in the target collection but not the source collection will be removed.
  • If the test steps on the target artifact are changed by an end-user, they will be updated by Hub when one of the fields or ordering on the source artifact's test steps is changed.

Note: Comments and attachments are not currently supported on test steps.

           

           

Micro Focus ALM/QC & Micro Focus ALM Octane

In this integration scenario, a tester creates a set of requirements in ALM Octane. Hub will flow the requirements, along with their fields and sub-entities to ALM, so that the tester in ALM can begin designing running her tests. Hub will then flow the test results and defects back over to ALM Octane to maintain full visibility across the lifecycle.

Screenshot 2024-05-31 at 11.53.52 AM.png

The goal of this integration scenario is to synchronize the ALM Octane Test artifact with the ALM Test Instance artifact, while including the Test Results and Defects that exist on the Test Instance artifact. To do this, you'll need to configure the following integrations:

  • ALM Requirement Folders <> ALM Octane Requirement Folders
  • ALM Requirements <> ALM Octane Requirements
  • ALM Test Sets -> ALM Octane Test Suites
  • ALM Test Instances -> ALM Octane Tests
  • ALM Test Runs <> ALM Octane Runs
  • ALM Defects <> ALM Octane Defects

See the instructions below to configure this integration scenario.

Connect to your Repositories

First, connect to your repository by following the instructions here.

You can learn more about connector-specific configuration in our Connector Docs.

Set Up your Model

Review general details on creating or reusing a model.

For this integration scenario, you will need to add the following custom fields to your model:

Smart Field Label Type Field Values
Summary Summary String N/A
Description Description Rich Text N/A
Formatted ID Formatted ID String N/A
Location URL Location N/A
Priority Priority Single Select Blocker, Critical, High, Medium, Low
Status Status Single Select New, To Do, In Progress, Done
Parent Artifact Parent Relationship N/A
None Test Coverage Relationships N/A
Created Created Date Time N/A
Modified Modified Date Time N/A
None Octane ID String N/A
None Octane URL String N/A
None ALM ID String N/A
None ALM URL String N/A

Test Steps

Smart Field Label Type Field Values
Summary Summary String N/A
Action Action String N/A
Expected Result Expected Result String N/A
Id Id String N/A
Status Status Single Select Passed, Failed, Not Completed
None Step Name String N/A

 

ALM

You will need to add the following custom fields to your ALM instance:

Name Type
Octane ID String
Octane URL String

ALM Octane

You will need to add the following custom fields to your ALM Octane instance:

Name Type
ALM ID String
ALM URL String

Create your Collections

You can learn general details on configuring collections here:

Review the details in the sections below to ensure that any required fields are mapped in your collections.

Micro Focus ALM/QC

For this integration scenario, you'll need to configure the following ALM collections:

Work Item Collections

  • ALM Requirements
  • ALM Test Instances
  • ALM Test Runs
  • ALM Defects

Container Collections

  • ALM Requirement Folders
  • ALM Test Sets
Field Mapping

Map the following ALM fields to the model:

Collection ALM Field Model Field
ALM Requirements Name Summary
Description Description
Creation Date Created
Formatted ID ALM ID
URL ALM URL
Octane ID Octane ID
Octane URL Octane URL
ALM Test Instances Name Summary
Formatted ID ALM ID
URL ALM URL

Octane ID

Octane ID
Octane URL Octane URL
ALM Test Runs Run Name Summary
Test Description Description
Formatted ID ALM ID
URL ALM URL
Octane ID Octane ID
Octane URL Octane URL
Tester Constant Value
ALM Defects Summary Summary
Description Description
Priority Priority
Status Status
Detected on Date Created
Formatted ID ALM ID
URL ALM URL
Octane ID Octane ID
Octane URL Octane URL
Severity Constant Value
Detected By Constant Value
ALM Requirement Folders Name Summary
Description Description
Creation Date Created
Octane ID Octane ID
Octane URL Octane URL
ALM Test Sets Name Summary
Description Description
Open Date Created
Formatted ID ALM ID
URL ALM URL
Octane ID Octane ID
Octane URL Octane URL
Test Step Field Mapping

Map the following ALM fields to the model:

Collection ALM Field Model Field
ALM Test Runs Step Name Summary
Description Action
Expected Expected Result
Step Id Id
Status Status
Step Name Step Name
Relationship Specification

Configure the following relationship mappings:

Collection ALM Field Model Field
ALM Requirement Folders Parent Folder Parent
ALM Requirements Test Coverage Test Coverage

Micro Focus ALM Octane

For this integration scenario, you'll need to configure the following ALM Octane collections:

Work Item Collections

  • ALM Octane Requirements
  • ALM Octane Tests
  • ALM Octane Runs
  • ALM Octane Defects

Container Collections

  • ALM Octane Requirement Folders
  • ALM Octane Test Suites
Field Mapping

Map the following ALM Octane fields to the model:

Collection ALM Octane Field Model Field
ALM Octane Requirements Name Summary
Description Description
Creation time Created
ALM ID ALM ID
ALM URL ALM URL
Formatted ID Octane ID
URL Octane URL
ALM Octane Tests Name Summary
ALM ID ALM ID
ALM URL ALM URL
Formatted ID Octane ID
URL Octane URL
Phase Constant Value
Application modules Constant Value
ALM Octane Runs Name Summary
Description Description
ALM ID ALM ID
ALM URL ALM URL
Formatted ID Octane ID
URL Octane URL
Release Constant Value
ALM Octane Defects Name Summary
Description Description
Priority Priority
Phase Status
Creation time Created
ALM ID ALM ID
ALM URL ALM URL
Formatted ID Octane ID
URL Octane URL
ALM Octane Requirement Folders Name Summary
Description Description
Creation time Created
Octane ID Octane ID
Octane URL Octane URL
ALM Octane Test Suites Name Summary
Description Description
Creation time Created
ALM ID ALM ID
ALM URL ALM URL
Formatted ID Octane ID
URL Octane URL
Application modules Constant Value
Test Step Field Mapping

Map the following ALM Octane fields to the model:

Collection ALM Octane Field Model Field
ALM Octane Runs Actual Action
Description Expected Result
ID Id
Result Status
Relationship Specification

Configure the following relationship mappings:

Collection ALM Octane Field Model Field
ALM Octane Requirement Folders Parent Parent
ALM Octane Requirements Covering Tests Test Coverage
Parent Constant Value

Configure your Integrations

You can learn general details on configuring integrations here: 

For this integration scenario, you will need to configure the following integrations:

  • ALM Requirement Folders <> ALM Octane Requirement Folders
  • ALM Requirements <> ALM Octane Requirements
  • ALM Test Sets -> ALM Octane Test Suites
  • ALM Test Instances -> ALM Octane Tests
  • ALM Test Runs <> ALM Octane Runs
  • ALM Defects <> ALM Octane Defects

Review the details in the table below to ensure that your integrations are configured correctly.

Integration Integration Type Artifact Creation Flow Artifact Routing/Container Mirroring Test Step Flow
ALM Requirement Folders <> ALM Octane Requirement Folders Container + Work Item Synchronization Two-way Creation ALM <> ALM Octane

N/A

ALM Requirements <> ALM Octane Requirements

Work Item Synchronization

Two-way Creation

ALM <> ALM Octane N/A
ALM Test Sets -> ALM Octane Test Suites Container + Work Item Synchronization Two-way Creation ALM <> ALM Octane N/A
ALM Test Instances -> ALM Octane Tests Work Item Synchronization

One-way Creation

Octane accepts new artifacts

ALM -> ALM Octane N/A
ALM Test Runs <> ALM Octane Runs Work Item Synchronization Two-way Creation ALM <> ALM Octane

One-way Flow

ALM accepts test steps

ALM Defects <> ALM Octane Defects Work Item Synchronization Two-way Creation ALM <> ALM Octane N/A

Functional Limitations

Category Limitation Applicable Repository Version
Third Party API Limitation

Test Steps

Test Steps are not supported in the Test Instance/Test integration.

Any supported repository version: