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Configure qTest Applications

Overview

After you successfully install qTest applications, you will need to perform the following:

Create Site Administrator Account

New Installs only

The Site Administrator account is used for qTest Manager and will initiate essential activities on any qTest OnPremise site, including creating projects, inviting users, assigning user profiles, purchasing licenses, etc.

Open your browser and access qTest Manager with 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.)

The first time you log into qTest OnPremise, you will be directed to the Site Administrator account creation form. To setup 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

Set Up Email Server

New Installs only

HINT: This step is not required at this stage, but we strongly recommended to complete this step before proceeding if you have an email server already up and running. If you do not complete this step then email notifications will not be sent when inviting new users to your site.  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

Applies to New Installs and Upgrades

To activate your qTest application, you will need to import qTest licenses:

In qTest Administration, select the LICENSES - USERS tab. From there, click on Import license file to upload your license file. This license file will be generated and shared by QASymphony. Once imported into your application, this file will enable your account based on your subscription including:

  • Plan (Elite, Premium, Pro, Sessions)
  • Concurrent or Named licensing model
  • Number of users

license.png

Configure qTest Manager to Connect to qTest Applications

All the instructions below applies to New Installs and Upgrades

Manager

  1. Login to qTest Manager using a Site Administrator account.
  2. Navigate to the Site Administration page and select the System Configurations tab.
  3. In the Miscellaneous section, enter the qTest Manager URL to connect to qTest server's domain field:
    • http://[qTest_Manager_IPAddress]:[Port] if you install qTest Manager without SSL certificate OR
    • https://[qTest_Manager_IPAddress]:[Port] if you installed qTest Manager with SSL certificate.

qtest-server-domain.png

Sessions

Configure Sessions

  1. Login to qTest Manager using a Site Administrator account.
  2. Select Administration from the drop-down that appears when you hover over your username.
  3. The Site Administration page will load and select the System Configurations tab.
  4. In the qTest Explorer| Sessions section, enter the URL of your qTest Sessions server in the qTest Explorer | Sessions URL field:
    • http://[qTest_Sessions_IP_Address]:[HTTP_Port] if you install qTest Sessions without SSL certificate
      Load Balancing: if you are using the Load balancing model, input the URL with the Public IP address of your qTest Sessions Load Balancer.
      OR
    • https://[qTest_Sessions_IP_Address]:[HTTP_port] if you installed qTest Sessions with SSL certificate.

  5. Select Test Connection and wait for qTest Manager to show a message "Connected to server successfully" then Save to save the configuration.

qtest-connect-to-sessions.png

Access qTest Sessions

Follow these steps to validate that qTest Sessions was installed and configured successfully.

  1. From qTest Manager's top navigation, select qTest Sessions from the nine box 9_box.png icon.
  2. The Explorer| Sessions homepage will display in a separate browser window.
  3. On the qTest Sessions homepage, select + Sessions to create a new session.create-new-session-result.png
  4. Enter Session's Title and select Save & Close.

    save-new-session.png

  5.  Verify that the new session has been created successfully.
    create-new-session-result.png

Launch

Configure Launch

  1. Login to qTest Manager using a Site Administrator account.
  2. Select Administration from the drop-down that appears when you hover over your username.
  3. The Site Administration page will load and select the System Configurations tab.
  4. In the Launch section, enter the URL of your qTest Launch server in the Launch URL field:
    • http://[qTest_Launch_IP_Address]:[HTTP_Port] if you installed qTest Launch without SSL certificate OR
    • https://[qTest_Launch_IP_Address]:[HTTP_port] if you installed qTest Launch with SSL certificate.
  5. Select Test Connection and wait for qTest Manager to show a "Connected to server successfully" message  and then Save to save the configuration.

Access Launch

Follow these steps to validate that qTest Launch was installed and configured successfully.

  1. In Manager, access qTest Launch from the nine box icon 9_box.png .
  2. qTest Launch will open in a separate browser window.

launch_homepage.png

Insights

Configure Insights

  1. Login to qTest Manager using a Site Administrator account.
  2. Select Administration from the drop-down that appears when you hover over your username.
  3. The Site Administration page will load and select the System Configurations tab.
  4. In the Insights section, enter the URL of your qTest Insights server.
    • http://<IP of the machine where you installed qTest Insights>:<Insights port which you've specified in the config file>
  5. Select Test Connection and wait for qTest Manager to show a "Connected to server successfully" message  and then Save to save the configuration.

Access Insights

Follow these steps to validate that qTest Insights was installed and configured successfully.

  1. In Manager, access qTest Insights from the nine box icon 9_box.png .
  2. qTest Insights will open in a separate browser window.

Insights_landing_page.png

Parameters

Configure Parameters

  1. Login to qTest Manager using a Site Administrator account.
  2. Select Administration from the drop-down that appears when you hover over your username.
  3. The Site Administration page will load and select the System Configurations tab.
  4. In the Parameters section, enter the URL of your qTest Parameters server.
    • http://[qTest_Parameters_IP_Address]:[HTTP_Port] if you installed qTest Parameters without SSL certificate OR
    • https://[qTest_Parameters_IP_Address]:[HTTPS_Port] if you installed qTest Parameters with SSL certificate. 
  5. Select Test Connection and wait for qTest Manager to show the message "Connected to server successfully" then Save.

Access Parameters

Follow these steps to validate that qTest Parameters was installed and configured successfully.

  1. From qTest Manager's top navigation, access qTest Parameters from the nine box 9_box.png icon.
  2. qTest Parameters homepage will display in a separate browser window.

parameters-homepage.png

Scenario

For Scenario 2.0 there is no configuration required within qTest Manager. The Scenario placeholder visible inside of qTest Manager is no longer a valid component with Scenario 2.0. To configure Scenario with your Jira application and Git repository, read here.

Pulse

Configure Pulse

  1. Login to qTest Manager using a Site Administrator account.
  2. Select Administration from the drop-down that appears when you hover over your username.
  3. The Site Administration page will load and select the System Configurations tab.
  4. In the Pulse section, enter the URL of your qTest Pulse server.
    Note: Pulse requires both the http:// and https:// ports.
    • http://[qTest_Pulse_IP_Address]:[HTTP_Port] if you installed qTest Pulse without SSL certificate
    • https://[qTest_Pulse_IP_Address]:[HTTPS_Port] if you installed qTest Pulse with SSL certificate.
  5. Select Test Connection and wait for qTest Manager to show the message "Connected to server successfully" then Save.

Pulse_url.png

Access Pulse

Follow these steps to validate that qTest Pulse was installed and configured successfully.

  1. From qTest Manager's top navigation, select qTest Pulse from the nine box 9_box.png icon.
  2. The Pulse homepage will display in a separate browser window.

 pulse_rules_landing_page.png

 Note: This image shows qTest Pulse after Pulse Rules have been added.

 

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