2. [Windows] Install Manager 8.1.5

 

Before you begin

  • Download qTest installer here
  • Please thoroughly review the instructions below before starting your installation
  • Installation packages
    • For qTest Premium or Elite editions, you will need to install qTest AND qTest Sessions which have two installation wizards. After you have completed installing and configuring qTest, you will need to install qTest Sessions
    • For qTest Pro or Pro + Explorer editions, you only need to install qTest
  • Please check qTest's recommended hardware requirements
  • Prerequisite packages must be installed prior to qTest installation. Please click here for instructions.
    1. PostgreSQL v9.4 has been installed and running
    2. If you are deploying qTest with load balancing, RabbitMQ v3.5+ is required to be installed and running in advance
    3. If you are deploying qTest with load balancing, Redis version v2.8+ is required to be installed and running in advance

A. Install Prerequisite Software (Part 1 of 2)

»Install PostgreSQL on Windows Server

If you are deploying qTest with loading balancing option, please install Redis and RabbitMQ

»Install Redis on Windows Server

»Install RabbitMQ on Windows Server

B. Install and Configure qTest (Part 2 of 2)

»Install qTest

qTest can be deployed either with single server instance or load balancing. Please select one of these options from the links below.

»Configure qTest

»Import qTest Licenses

»Miscellaneous & Troubleshooting

Install qTest

qTest OnPremise installer can be downloaded here. Once downloaded, double click on the installer to start the installing process.

1. Install qTest with Single Server Instance

  1. Double click on the qTest installer to start the installation
    qtest-installation-wizard-1
  2. Click the Next button to bring you to the next page of the installation, where you can review our EULA before proceeding
    qtest-installation-wizard-2
  3. Select the option "I accept the terms in the License Agreement", then click the Next button to move on to the next page, in which you will be given 2 options to perform the installation
    • The Express install option will allow you to install qTest OnPremise with all default configurations, such as Installation directory, program menu directory, default data and attachment directory
    • The Custom install option will allow you to specify your installation configurations manually, such as Installation directory, web port, database port and attachment folder directory
    qtest-installation-wizard-3
  4. Select the Express install option and then click on Next to review the default Installation settings
    qtest-installation-wizard-4
  5. Click on Install to allow the installer to start extracting files
    qtest-installation-wizard-5
  6. Select the option Single instance to deploy qTest with a Single Server Instance
    qtest-installation-wizard-6
  7. Next, specify a few ports where you will access qTest OnPremise through your web browser

    By default, the Configuration Wizard has already indicated 3 port numbers for HTTP, Admin and HTTPS ports as follows:

    • HTTP port: 8080
    • Admin port: 8005
    • HTTPS port: 8443

    However, you can freely define your own ports by selecting Use custom ports. Simply enter the port numbers for each of the 3 port types

      NOTE: Click here for the instructions to check which ports are available

    qtest-installation-wizard-7
  8. In the next screen, you will have an option to enable a secured connection (HTTPS) between users’ browsers and qTest OnPremise servers

    If you have an existing certificate, you need to specify the locations of the Certificate file and the Private Key file by clicking on the Browse button.

    You can optionally provide your Chain Certificate, which is your certification authority's certificate

    qtest-installation-wizard-8
  9. You may also change the default location to store attachments
    qtest-installation-wizard-9
  10. You are required to configure the connection to your database. Database host name and port number are required. You can either create a new database schema or use an existing one

      IMPORTANT: database password must not include @ character


    qtest-installation-wizard-10
  11. Similarly, as the above step, configure the database connection for the integration database
    qtest-installation-wizard-11
  12. After you have input all required information and click on Next button, the wizard starts configuring the database and qTest services
    qtest-installation-wizard-12
  13. After this process is done, you will be directed to the final information screen, where you can review all the installed components and their settings
    qtest-installation-wizard-13

    At this stage, you can select to either Exit the Setup wizard by clicking the Finish button, or launch qTest immediately on your default web browser by selecting the "Launch qTest on the browser" check box, then click on the Finish button.

  NOTE:

  • Once qTest is opened in your browser, please follow the section Configure qTest
  • For qTest Premium and Elite editions, if you are upgrading qTest from a previous version, you can skip the configuration process and proceed to install the new version of qTest Sessions to complete the upgrade process

2. Install qTest with Load Balancing

  1. Double click on the qTest installer to start the installation
    qtest-installation-wizard-1
  2. Click the Next button to bring you to the next page of the installation, where you can review our EULA before proceeding
    qtest-installation-wizard-2
  3. Select the option "I accept the terms in the License Agreement", then click the Next button to move on to the next page, in which you will be given 2 options to perform the installation
    • The Express install option will allow you to install qTest OnPremise with all default configurations, such as Installation directory, program menu directory, default data and attachment directory
    • The Custom install option will allow you to specify your installation configurations manually, such as Installation directory, web port, database port and attachment folder directory
    qtest-installation-wizard-3
  4. Select the Express install option and then click on Next to review the default Installation settings
    qtest-installation-wizard-4
  5. Click on Install to allow the installer to start extracting files
    qtest-installation-wizard-5
  6. Select option Load balancing to deploy qTest
    qtest-installation-wizard-load-balancing-6
  7. Next, specify a few ports where you will access qTest OnPremise through your web browser

    By default, the Configuration Wizard has already indicated 3 port numbers for HTTP, Admin and HTTPS ports as follows:

    • HTTP port: 8080
    • Admin port: 8005
    • HTTPS port: 8443

    However, you can freely define your own ports by selecting Use custom ports. Simply enter the port numbers for each of the 3 port types

      NOTE: Click here for the instructions to check which ports are available

    qtest-installation-wizard-7
  8. In the next screen, you will have an option to enable a secured connection (HTTPS) between users’ browsers and qTest OnPremise servers

    If you have an existing certificate, you need to specify the locations of the Certificate file and the Private Key file by clicking on the Browse button.

    You can optionally provide your Chain Certificate, which is your certification authority's certificate

    qtest-installation-wizard-8
  9. You may also change the default location to store attachments
    qtest-installation-wizard-9
  10. You are required to configure the connection to your database. Database host name and port number are required. You can either create a new database schema or use an existing one

      IMPORTANT: database password must not include @ character


    qtest-installation-wizard-10
  11. Similarly, as the above step, configure the database connection for the integration database
    qtest-installation-wizard-11
  12. Specify information to connect to Redis server; including host and port number. Click Next to continue
    qtest-installation-wizard-load-balancing-13
  13. Specify information to connect to RabbitMQ server; including host, port numbers, the virtual host and the credentials of the user who was granted with the access. Click Next to continue
    qtest-installation-wizard-load-balancing-14
  14. Select to install Notification Server or Application Server
    • There must be only one Notification Server and it needs to be installed first
    • You can install multiple Application Servers and specify the connection to the above Notification Server
      • Internal URL: full URL from the internal network to the notification server, including TCP port
      • External URL: full URL from the internet to the notification server, including TCP port
    qtest-installation-wizard-load-balancing-15
  15. After you have input all required information and click on Next button, the wizard starts configuring the database and qTest services
    qtest-installation-wizard-12
  16. After this process is done, you will be directed to the final information screen, where you can review all the installed components and their settings
    qtest-installation-wizard-13

    At this stage, you can select to either Exit the Setup wizard by clicking the Finish button, or launch qTest immediately on your default web browser by selecting the "Launch qTest on the browser" check box, then click on the Finish button.

  NOTE:

  • Once qTest is opened in your browser, please follow the section Configure qTest
  • For qTest Premium and Elite editions, if you are upgrading qTest from a previous version, you can skip the configuration process and proceed to install the new version of qTest Sessions to complete the upgrade process

Configure qTest

1. 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.

At the first time log into qTest OnPremise using your web browser (by typing in the address bar the Server’s URL or IP address), 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).

qtest-configure-qadmin-account

2. Setting Up Email Server

  NOTE: 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
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

qtest-configure-mail-server

After you have filled in all details of the SMTP server, you can test for the connection to see if the settings are entered correctly. Finally, just click the OK button to finishing setting up the email server.

3. Import qTest Licenses

To activate your qTest application, you will need to import qTest license. Please contact your Customer Success Manager or support@qasymphony.com to request your license file.

In qTest Site Administration, select the tab LICENSES - USERS. Click on Choose license file to import your license file.

qtest-import-licenses

  NOTE: For qTest Premium and Elite editions, please proceed to install qTest Sessions.