Helix ALM: Difference between revisions
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# Press the 'Add...' button | # Press the 'Add...' button | ||
# Specify the company name in the 'Last Name:' field | # Specify the company name in the 'Last Name:' field | ||
# Add the new customer to the correct security group by selecting the group in the 'Security group: ' field. The correct group should be: 'Customer of <reseller-name>'. | |||
# Select the 'Address' tab | # Select the 'Address' tab | ||
# Specify the company name in the 'Company:' field | # Specify the company name in the 'Company:' field | ||
# Any additional field can also be specified on the 'Address' tab | # Any additional field can also be specified on the 'Address' tab | ||
# Press the 'Close' button, ensuring that the data will be saved (click 'yes') | # Press the 'Close' button, ensuring that the data will be saved (click 'yes') | ||
# Show the list of filters (menu: View > Filters) | # Show the list of filters (menu: View > Filters) | ||
# Select a filter for a customer, for example the filter: "Customer: ASML" | # Select a filter for a customer, for example the filter: "Customer: ASML" |
Revision as of 13:40, 9 July 2010
We are currently using TestTrack Pro Version 2010.1.0. You can download the correct client software to access the database from here
Note: | Installing a newer or an older version then the version running on the server will not work. You will get a warning message, when the version of the client and server software do not match. |
After installing use the following configuration to contact the database server:
Then use your own log in information to connect to the database
Adding a customer
The following steps can be used to add a new customer to the list of known customers in TestTrack
- Start TestTrack
- Show the list of customers (menu: View > Customers)
- Press the 'Add...' button
- Specify the company name in the 'Last Name:' field
- Add the new customer to the correct security group by selecting the group in the 'Security group: ' field. The correct group should be: 'Customer of <reseller-name>'.
- Select the 'Address' tab
- Specify the company name in the 'Company:' field
- Any additional field can also be specified on the 'Address' tab
- Press the 'Close' button, ensuring that the data will be saved (click 'yes')
- Show the list of filters (menu: View > Filters)
- Select a filter for a customer, for example the filter: "Customer: ASML"
- Right-click the filter in the list, and select the 'Duplicate Filter' option.
- A new filter will now be created which has a ".1" prepended (in our example: "Customer: ASML.1". Open that filter by double-clicking it in the list.
- Update the name of the filter to include the correct new customer name by changing the value in the 'Name:' field
- Change the criteria of the filter, by double-clicking on the 'Found by is in list {...}' item
- Deselect the old customer name in the list of shown customers, and select the new customer name in the list. Then press 'Ok'
- Finalize the new filter by clicking on the 'Ok' button.
From now on the customer is now in TestTrack and all filters are correctly updated.