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*Approve after other approvals are complete. Quality will approve after Product Lead approval. **prevent Prevent author approval If Regulatory field value is not set it should be evaluated as None. |
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Update qTest Test Cases fields and field values in the qTest Project.
Update Test Case Type field value
Add Regulation custom field and add field values
Update the qTest Test Case Record Type data fields in the Records Management Policy in Tutorial Policy Set
Modify the Approval Policy in the Tutorial Policy Set
Add new Approval Groups
Add and modify Approval Route Templates
The new business rules apply to the qTest Test Case and Automated Test Case Record Types. We will need to update the Approval Policy with the following Approval Templates:
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Rank determines the order Route Templates are evaluated by Vera when a record is routed for approval. Use Rank to ensure Constraints are evaluated in the proper order. The rank can be any integer from 1 to 9999. General Default is the lowest rank (highest number) so it is the last Approval Route Template evaluated. |
qTest Project Configuration
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Add Type and Regulation to the qTest Test CaseRecord Type in addition to the existing fields, : Status, Description, and Precondition. The Automated Test Case Record Type inherits fields from the qTest Test Case Record Type with
"Base Record Type": "qTest Test Case"
element.:Code Block "Fields": [ { "Name": "Status", "Is Data": true }, { "Name": "Description", "Is Data": true }, { "Name": "Precondition", "Is Data": true }, { "Name": "Type", "Is Data": true }, { "Name": "Regulation", "Is Data": true } ] }
Here is the updated qTest Test Case Record Type in the Records Management Policy with above code block:
Code Block { "Revision": "3", "Records Management Policy": { "Version": "Vera Tutorial 3", "Schema": { "ID": "http://tx3services.com/schemas/0/0/records-management-policy.json", "Major": "0", "Minor": "0" }, "Record Types": [ { "Name": "qTest Test Case", "Definitions": [ { "Systems": ["qTest"], "Item Types": ["test-case"], "Singular Name": "Test Case", "Plural Name": "Test Cases" } ], "Author": { "Source": "Route Owner" }, "Constraints": [ { "Type": "Field Is Not Equal", "Name": "Automation", "Value": "Tosca" } ], "Fields": [ { "Name": "Status", "Is Data": true }, { "Name": "Description", "Is Data": true }, { "Name": "Precondition", "Is Data": true }, { "Name": "Type", "Is Data": true }, { "Name": "Regulation", "Is Data": true } ] }, { "Name": "qTest Test Step", "Definitions": [ { "Systems": ["qTest"], "Item Types": ["test-step"], "Singular Name": "Test Step", "Plural Name": "Test Steps" } ], "Fields": [ { "Name": "Description", "Is Data": true }, { "Name": "Expected Result", "Is Data": true } ] }, { "Name": "Automated Test Case", "Base Record Type": "qTest Test Case", "Definitions": [ { "Systems": ["qTest"], "Item Types": ["test-case"], "Singular Name": "Test Case", "Plural Name": "Test Cases" } ], "Author": { "Source": "Route Owner" }, "Constraints": [ { "Type": "Field Is Equal", "Name": "Automation", "Value": "Tosca" } ] } ] } }
Save the Records Management Policy as VeraRMPTutorial-part3.json
Now we have a Records Management Policy configured for the new Test Case business rules. The completed JSON file with qTest Test Case update can be downloaded here:
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There are new Approval Roles you need to add to the Approval Policy: Data Owner, Product Team Member, and Product Lead.
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"Approval Groups": [ "Business", "Technical", "Quality", "Data Owner", "Product Team Member", "Product Lead" ] |
Approval Templates
Now we can add the new Approval Route Templates and update the General Approval Default Route Template.
Data Migration Test Case
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Next, we will upload the VeraAPTutorial-part2.json as a revision of the Vera Tutorial Approval Policy in the Tutorial Policy Set.
Login and navigate to Vera Administration
Navigate to the Policy Management
Select Tutorial AP
On the policy details select Add Revisionand follow the steps in https://tx3.atlassian.net/wiki/spaces/V20232/pages/322338845/Upload+Policies#importrevision , the Import Policy Revision dialog opens
Select VeraAPTutorial-part2.json with the Choose File button
Enter “Added Regulation approval templates for Test Cases” in Revision Comments
Click Import to add the revision
Uploading the VeraRMPTutorial-part3.json as a revision of the Vera Tutorial RMP in the Tutorial Policy Set
Login and navigate to Vera Administration
Navigate to the Policy Management
Select Tutorial RMP
On the policy details select Add Revisionand follow the steps in https://, the Import Policy Revision dialog opens
Select VeraRMPTutorial-part3.json with the Choose File button
Enter “Added Regulation and Type fields to Test Case” in Revision Comments
Click Import to add the revision
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/V20232/pages/322338845/Upload+Policies#importrevision for more information on Policy Management |
Assign Users new approval roles
New Approval Roles were introduced in the revised Approval Policy.
We will add new approvers to the Tutorial domain and update tutor_mu with additional approval roles:
User Name | Full Name | Domain Membership |
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tutor_data | Tutor Data Owner | Tutorial: Data Owner |
tutor_mem | Tutor Product Team Member | Tutorial: Product Team Member |
tutor_lead | Tutor Product Lead | Tutorial: Product Lead |
tutor_mu | Tutor Multi Role | Tutorial: Data Owner,Product Team Member, Product Lead |
Use the sample file below to import the following users into Vera
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Download the csv file to your desktop
Add passwords for local accounts
Open the file to edit
Add a strong password after the colon (:) in the IdP User Name Column for each user
Save the file in CSV (comma delimited) format
Open and log in to the VERA Administration site
On the VERA sidebar, select User Management
Click Import Users and the Import Users dialog box opens
Select the file TutorialUsersImportSample-2.csv
Click Import
View Latest Import Results for success status
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We are using local accounts for this tutorial. See Password Policy Settings for password configuration. See Import VERA users for more details on importing users. Vera integrates with SAML for corporate authentication. |
View imported users by domain (Domain Management)
Open and log in to the VERA Administration site
Display the Domain Management module
On the VERA sidebar, select Domain Management
On the domains table, search and select Tutorial Domain
Scroll down to Domain Users on the Domain Details
Domain Users are displayed with their User Name, Full Name, and Roles
Vera configuration verification
Next let’s verify our configuration changes by importing Test Cases and Routing the Test cases for approval. First, Import the below Excel file to add Test Cases with Regulation and Type fields defined. Click here for instructions on how to import from Excel.
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Select each imported test case and click the Route for Approval button. Reload the record and view the Vera Approval Route and compare the Approval Route with the Approval Route documented in the Test Case Step. If you configured Vera correctly, the results will match.
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This concludes the Vera Site Administration Tutorial. The following section contains Vera Constraints for your reference. Vera Constraints |