17. Manager Configure

After qTest Manager has been installed, follow these steps to configure the site.

Creating Site Administrator Account

The Site Administrator account is compulsory and will be used to initiate the very first and essential activities on any qTest OnPremise sites, including creating projects, inviting users, assigning user profiles, purchasing licenses, etc.

Open your browser and access to qTest using the URL as configured when you installed qTest. If you did not change the default qTest URL and port, it is http//:[qTest Server IP]:80 or https//:[qTest Server IP]:443, in which [qTest Server IP] is the IP of the machine where qTest was installed.

At the first time log into qTest OnPremise, you will be directed to the Site Administrator account creation form. To start setting up this account, simply enter details into the form as illustrated below:

Organization name This data is needed to create the root folder where all projects within a qTest site will be placed under.
First name & Last name Specify the first name and last name of the Site Administrator, used for selection/task assignments when working in qTest.
Login email Specify the email address of the Site Administrator used for logging. This must not be an organizational email address, but must be a valid email address (e.g.: address@mail.com).
Password Enter password and confirm the password again. This password must have 8-16 characters and contain at least 1 letter and 1 digit (e.g.: qtestadmin123).

setupsite.png

Setting Up Email Server

HINT: This step is not required at this stage, you can skip it but email notifications will not be sent when inviting new users into your site. It’s strongly recommended to complete this step before proceeding if you have an email server already up & running. You can come back anytime later to set up your SMPT email server if needed.

Once the Site Administrator account has been successfully created, you will be taken to the Email Server Setting form. This email server is required to send outgoing emails to users when certain events is triggered inside qTest (inviting users, deactivating/reactivating accounts, assigning tasks, editing items, subscribing users to items, etc..)

To set up a new email server for automatic notifications, complete the form as follows:

Host name

Specify the hostname or IP address of your SMTP mail server.

E.g.: smtp.yourcompanyname.com

Some popular SMTP email server’s hostnames:

  • Gmail: smtp.gmail.com
  • Yahoo: smtp.mail.yahoo.com
  • Outlook/Hotmail: smtp.live.com
  • AOL: smtp.aol.com
SMTP port (optional)

Specify the SMTP port number, usually 25 for SMTP or 465 for SMTPS.

Leave this field blank to use 25 as the default port.

Some popular SMTP email server’s port:

  • Gmail: 465
  • Yahoo, Outlook/Hotmail and AOL: 587
Security protocols Specify what security protocol your SMTP email server is using
Security protocols Specify what security protocol your SMTP email server is using
From email address Specify the email address used in the “Form” field in every outgoing email. This email address must be also configured and approved to send outgoing emails on this email server.
Username & password (Optional)

Enter password and confirm password if the SMPT email server requires authentication.

For free SMTP services, username is your full email address itself.

E.g.:yourname@gmail.com

Initial_Setting_-_Email.png

Import qTest Licenses

To activate your qTest application, you will need to import qTest license.

In qTest administration, select tab LICENSES - USERS. From there, you have 2 options:

  • Click on Purchase licenses to purchase new licenses and then import them to your qTest
  • If you already have a license file, click on Choose license file to import your licenses

license.png