Quick Start Guide
The qTest Explorer Quick Start Guide gives users a quick and easy way to begin running exploratory test sessions.
After downloading and installing Desktop Explorer, you can launch the application and access to it via your desktop system tray.
To login, click on Desktop Explorer tray icon, as shown below.
When entering you URL, you must use syntax "https://yourdomain.qtestnet.com" to successfully log into Explorer.
- Launch through desktop
- Launch test session in qTest Manager
- Launch through Sessions Module
Record Test Session
After you have launched qTest Explorer, you are ready to record your test session. A Start Session window will appear that allows you to select the below options:
- Select project for session storage
- Record a new session, or select a planned session that was created in the Sessions Module
- Logged your planned duration
- Select which applications you want Explorer to record
- Choose which monitors Explorer can capture
- Select a recording mode
By default, qTest Explorer's recording mode will be set to Auto. This means that Explorer will capture every keystroke, mouse click, data input, and screen change when you session begins.
Once your session has been started, you will see the Explorer widget open on your desktop. You can keep the widget front and center while you test, or move to a separate location on your monitor.
There are multiple actions you can take when recording with qTest Explorer. Whether you need to take a note, force a screen capture, record a quick video, or log your testing time, qTest Explorer contains all the actions you need for exploratory testing.
Adding a note during you test session allows you to freeze the screen, and enter an annotation mode to start detailing what your testing eyes are seeing. This could be a bug, opportunity, or feature suggestion that you want to share with your team.
- Add annotations (i.e. text, blur, callouts)
- Log Notes
By selecting record multimedia, you can record both audio and video from your screen. This allows you capture dynamic images and screens for test documentation.
- Select record multimedia
- Select monitors to record
- Pause and end recording
To capture one monitor with a multi-display setting, using Desktop Explorer, please make sure to have scaling set to 100% AND recommended resolution settings for BOTH monitors. You can right-click on your Desktop, then access Display Settings to confirm this.
If you do not follow this configuration, you will end up with issues like second monitor not capturing screen or any other related screen recording issue.
Logging your testing time allows you to see the breakdown of all test activities related to your exploratory test session. For example, you might be logging too much time investigating opportunities when you should be reporting bugs found.
- Select add time type
- Select time type
Time types can be changed in the qTest Explorer project settings.
Force Screen Capture
Even though Explorer will automatically record every action you take, you may need manually capture the changes on a screen. The force screen capture mode allows you to select the full screen or a selected areas to pinpoint your attention.
- Select force screen capture
- Choose capture type
To stop your test session, click the stop icon on the Explorer widget.
- Stop Session
- Clicking "Edit Session" will allow you to edit your session on your desktop.
- Clicking "Complete Session" will send your results into the Session Module for further review and edits.
Review on Desktop
Once you stop your test session, you will move into an editor mode that will open on your desktop. From here, you will be able to edit and review all data recorded in your test session.
- View all screens
- See environment details (i.e. OS, browsers)
- Complete session
- Continue session
- Submit defect
- Create test case
- Save documentation locally
Review in Sessions Module
As soon as you click "Complete Session", you will be sent directly to a web browser to review your results. Click Sessions Module *, to learn more about managing and editing you test session in the browser.
Submit a Defect
After reviewing screen captures and make more annotations, users can quickly submit defects including all the steps with screen captures of their session.
- Select the screens you want to include for defect reporting
- Click the "Submit Defect" icon.
If you receive the below error, you will need to select your explorer settings to add a new defect integration.
Explorer's default integration will be with qTest Manager; however, you can add a new connection with an external system like JIRA.
- Defect trackers in the setting icon
- Add new connection
- Insert connection credentials
Create Test Case
- Select screens and steps
- Click "Submit Test Case" buttons
- Select folder for test case storage
- Preview screens
- Make edits to test case steps
- Submit to qTest Manager or save as excel
Users can save their Explorer results in multiple formats to share with their team. These results can then be attached to Test Runs within qTest Manager or saved to another central location for your team.
- Select screens
- Click "Save As"
- Choose file format
qTest Explorer integrates with qTest Manager for defect reporting and test case creation. However, you can also choose to integrate with popular Agile ALMs like JIRA, CA Agile, and VersionOne.
This is done by accessing defect trackers in Explorer's desktop settings or by selecting the project settings with qTest Manager. You can right click on the desktop toolbar or within the Explorer editor.
Add new connection and select defect tracker
The quickest way for users to receive help would be to submit a ticket through their qTest domain. Click the Help icon and chose to Submit Ticket or Suggest a New Feature.
As always, please feel free to reach out to firstname.lastname@example.org for any questions if you cannot submit a support ticket.