Now we will modify the Vera polices and qTest test case settings to support new business rules.

Sample Business Rules

We will configure Vera to support the following chart.

Sample Requirement: Manual and automated test case approval is based on Type and Regulation (A = Approver) below.

Vera Analysis & Design

Based on the above requirement we will need to make the following modifications:

• Update qTest Test Cases fields and field values in 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 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:

qTest Project Configuration

First we will look at qTest project Field Settings for Test Case.

1. We need to update the Test Case Type Combo box list values by adding:

   1. Data Migration

   2. Configuration

   3. System

   4. Acceptance

      

2. We need to add a new Test Case custom field Regulation Combo box and add the following list values:

   1. None

   2. SOX

   3. GxP

   4. SOX & GxP

      

Vera Configuration

Now that you evaluated the business rules and updated qTest, you can update the Records Management Policy and the Approval Policy.

Records Management Policy updates

We are going to update the Records Management Policy from Add Test Run Records to Records Management Policy . Open VeraRMPTutorial-part2.json in an editor for modification.

1. Add Type and Regulation to the qTest Test Case Record 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.

           "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:

   {
     "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"
             }
           ]
         }
       ]
     }
   }

2. 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:

Approval Policy updates

We are going to update the Approval Policy from Add Approval Template to Approval Policy. Open VeraAPTutorial-part1.json in an editor for modification.

First you will update Approval Roles, then you will add the Approval Templates in Rank order to make it easier to manage and troubleshoot.

Approval Roles

There are new Approval Roles you need to add to the Approval Policy: Data Owner, Product Team Member and Product Lead.

      "Approval Groups": [
        "Business",
        "Technical",
        "Quality",
        "Data Owner",
        "Product Team Member",
        "Product Lead"
      ]

Approval Templates

Now we can add the new Approval Templates and update the General Approval Template.

Data Migration Test Case

"Name": "Data Migration Test Case"

"Rank": "10"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

"Constraints": [
  {
    "Type": "Field Is Equal",
    "Name": "Type",
    "Value": "Data Migration"
    "Ignore Case": true
  }
]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Technical",
      "Business",
      "Data Owner"
    ]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Quality"]
  }
]

"Prevent Author Approval": false

The completed Route Template for Data Migration Test case is below:

 {
    "Route Templates": [
      {
        "Name": "Data Migration Test Case",
        "Rank": "10",
        "Prevent Author Approval": true,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Values": ["Data Migration"],
            "Ignore Case": false
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical","Business","Data Owner"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP Configuration Test Case

"Name": "GxP Configuration Test Case"

"Rank": "20"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  Constraints": [
    {
      "Type": "All",
      "Constraints": [
        {
          "Type": "Field Is Equal",
          "Name": "Type",
          "Value": "Configuration"
        },
        {
          "Type": "Field Is One Of",
          "Name": "Regulation",
          "Values": ["GxP"]
        }
      ]
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": ["Technical"]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Quality"]
  }
]

"Prevent Author Approval": false

The completed Route Template for GxP Configuration Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP Configuration Test Case",
        "Rank": "20",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        Constraints": [
          {
            "Type": "All",
            "Constraints": [
              {
                "Type": "Field Is Equal",
                "Name": "Type",
                "Value": "Configuration"
                
              },
              {
                "Type": "Field Is One Of",
                "Name": "Regulation",
                "Values": ["GxP"]
              }
            ]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP System Test Case

"Name": "GxP System Test Case"

"Rank": "30"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Type",
      "Value": "System"
    },
    {
      "Type": "Field Is One Of",
      "Name": "Regulation",
      "Values": ["GxP"]
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Technical",
      "Business"
    ]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Quality"]
  }
]

"Prevent Author Approval": false

The completed Route Template for GxP System Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP System Test Case",
        "Rank": "30",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "System"
          },
          {
            "Type": "Field Is One Of",
            "Name": "Regulation",
            "Values": ["GxP"]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical", "Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

GxP Acceptance Test Case

"Name": "GxP Acceptance Test Case"

"Rank": "40"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Type",
      "Value": "Acceptance"
    },
    {
      "Type": "Field Is One Of",
      "Name": "Regulation",
      "Values": ["GxP"]
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Business"
    ]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Quality"]
  }
]

"Prevent Author Approval": false

The completed Route Template for GxP Acceptance Test case is below:

 {
    "Route Templates": [
      {
        "Name": "GxP Acceptance Test Case",
        "Rank": "40",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "Acceptance"
          },
          {
            "Type": "Field Is One Of",
            "Name": "Regulation",
            "Values": ["GxP"]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

SOX Test Case

"Name": "SOX Test Case"

"Rank": "50"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Regulation",
      "Value": "SOX"
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Product Team Member"
    ]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Product Lead"]
  }
]

"Prevent Author Approval": false

The completed Route Template for SOX Test case is below:

 {
    "Route Templates": [
      {
        "Name": "SOX Test Case",
        "Rank": "50",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Regulation",
            "Value": "SOX"
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Product Team Member"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Product Lead"]
          }
        ]
      } 
    ]
  }

SOX & GxP Test Case

"Name": "SOX & GxP Test Case"

"Rank": "60"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Regulation",
      "Value": "SOX & GxP"
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Technical", 
      "Business"
    ]
  }
]

"Levels": [
  {
    "Name": "Level 2",
    "Approvers": ["Product Lead"]
  }
]

"Levels": [
  {
    "Name": "Level 3",
    "Approvers": ["Quality"]
  }
]

"Prevent Author Approval": false

The completed Route Template for SOX & GxP Test case is below:

 {
    "Route Templates": [
      {
        "Name": "SOX & GxP Test Case",
        "Rank": "60",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Regulation",
            "Value": "SOX & GxP"
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical", "Business"]
          },
          {
            "Name": "Level 2",
            "Approvers": ["Product Lead"]
          },
          {
            "Name": "Level 3",
            "Approvers": ["Quality"]
          }
        ]
      } 
    ]
  }

Configuration Test Case

"Name": "Configuration Test Case"

"Rank": "70"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Type",
      "Value": "Configuration"
    },
    {
      "Type": "ANY",
      "Constraints": [
        {
          "Type": "Field Is Equal",
          "Name": "Regulation",
          "Value": "None"
        },
        {
          "Type": "Field Is Empty",
          "Name": "Regulation"
        }
      ]
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Technical",
      "Technical"
    ]
  }
]

"Prevent Author Approval": false

The completed Route Template for Configuration Test case is below:

 {
    "Route Templates": [
      {
        "Name": "Configuration Test Case",
        "Rank": "70",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "Configuration"
          },
          {
            "Type": "ANY",
            "Constraints": [
              {
                "Type": "Field Is Equal",
                "Name": "Regulation",
                "Value": "None"
              },
              {
                "Type": "Field Is Empty",
                "Name": "Regulation"
              }
            ]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Technical", "Technical"]
          }
        ]
      } 
    ]
  }

System Test Case

"Name": "System Test Case"

"Rank": "80"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

  "Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Type",
      "Value": "System"
    },
    {
      "Type": "Field Is Not One Of",
      "Name": "Regulation",
      "Values": [
        "GxP",
        "SOX",
        "SOX & GxP"
      ]
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Product Team Member",
      "Product Team Member"
    ]
  }
]

"Prevent Author Approval": false

The completed Route Template for System Test case is below:

 {
    "Route Templates": [
      {
        "Name": "System Test Case",
        "Rank": "80",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "System"
          },
          {
            "Type": "Field Is Not One Of",
            "Name": "Regulation",
            "Values": [
              "GxP",
              "SOX",
              "SOX & GxP"
            ]
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Product Team Member", "Product Team Member"]
          }
        ]
      } 
    ]
  }

Acceptance Test Case

"Name": "Acceptance Test Case"

"Rank": "90"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case"
]

"Constraints": [
    {
      "Type": "Field Is Equal",
      "Name": "Type",
      "Value": "Acceptance"
    },
    {
      "Type": "Field Is Not Equal",
      "Name": "Regulation",
      "Value": "GxP"
    },
    {
      "Type": "Field Is Not Equal",
      "Name": "Regulation",
      "Value": "SOX"
    },
    {
      "Type": "Field Is Not Equal",
      "Name": "Regulation",
      "Value": "SOX & GxP"
    }
  ]

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Business",
      "Business"
    ]
  }
]

"Prevent Author Approval": false

The completed Route Template for Acceptance Test case is below:

 {
    "Route Templates": [
      {
        "Name": " Acceptance Test Case",
        "Rank": "90",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case"
        ],
        "Constraints": [
          {
            "Type": "Field Is Equal",
            "Name": "Type",
            "Value": "Acceptance"
          },
          {
            "Type": "Field Is Not Equal",
            "Name": "Regulation",
            "Value": "GxP"
          },
          {
            "Type": "Field Is Not Equal",
            "Name": "Regulation",
            "Value": "SOX"
          },
          {
            "Type": "Field Is Not Equal",
            "Name": "Regulation",
            "Value": "SOX & GxP"
          }
        ],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Business", "Business"]
          }
        ]
      } 
    ]
  }

Default Approval Template

Update the current Default Approval Route with the changes below:

"Name": "Default"

"Rank": "100"

"Record Types": [
  "qTest Test Case",
  "Automated Test Case",
  "qTest Test Run"
]

"Constraints": []

"Levels": [
  {
    "Name": "Level 1",
    "Approvers": [
      "Product Team Member"
    ]
  }
]

"Prevent Author Approval": true

The completed Route Template for Default Route Template is below:

 {
    "Route Templates": [
      {
        "Name": "Data Migration Test Case",
        "Rank": "10",
        "Prevent Author Approval": false,
        "Record Types": [
          "qTest Test Case",
          "Automated Test Case",
          "qTest Test Run"
        ],
        "Constraints": [],
        "Levels": [
          {
            "Name": "Level 1",
            "Approvers": ["Product Team Member"]
          }
        ]
      } 
    ]
  }

Save the Approval Policy as VeraAPTutorial-part2.json

Now we have an Approval Policy configured for the new Test Case business rules. The completed JSON file with new Approval Roles and Approval Templates can be downloaded:

Uploading Updated Policy File Revisions

Next, we will upload the VeraAPTutorial-part2.json as a revision of the Vera Tutorial Approval Policy in the Tutorial Policy Set.

1. Navigate to the Policy Management

2. Select Tutorial AP

3. On the policy details select Add Revision

4. Select VeraAPTutorial-part2.json with Choose File button

5. Enter “Added Regulation approval templates for Test Cases” in Revision Comments

6. Click Import to add the revision

Uploading the VeraRMPTutorial-part3.json as a revision of the Vera Tutorial RMP in the Tutorial Policy Set

1. Navigate to the Policy Management

2. Select Tutorial RMP

3. On the policy details select Add Revision

4. Select VeraRMPTutorial-part3.json with Choose File button

5. Enter “Added Regulation and Type fields to Test Case” in Revision Comments

6. Click Import to add the revision

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:

Use the sample file below to import the following users into Vera

1. Download the csv file to your desktop

2. Add passwords for local accounts

   1. Open the file to edit

   2. Add a strong password after the colon (:) in the IdP User Name Column for each user

      

3. Save the file in CSV (comma delimited) format

4. Open and log in to the VERA Administration site

5. On the VERA sidebar, select User Management

6. Click Import Users and the Import Users dialog box opens

7. Select the file TutorialUsersImportSample-2.csv

8. Click Import

9. View Latest Import Results for success status

View imported users by domain (Domain Management)

1. Open and log in to the VERA Administration site

2. Display the Domain Management module

3. On the VERA sidebar, select Domain Management

4. On the domains table, search and select Tutorial Domain

5. Scroll down to Domain Users on the Domain Details

6. Domin 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.

Now that the Tests Cases are in qTest you can route each of the Test Cases for approval to verify the polices are configured correctly.

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.