Helix ALM

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

1. Start TestTrack
2. Show the list of customers (menu: View > Customers)
3. Press the 'Add...' button
4. Specify the company name in the 'Last Name:' field
5. Select the 'Address' tab
6. Specify the company name in the 'Company:' field
7. Any additional field can also be specified on the 'Address' tab
8. Press the 'Close' button, ensuring that the data will be saved (click 'yes')
9. Show the list of security groups (menu: View > Security Groups)
10. Open the security group that corresponds to the reseller of the customer, by double-clicking the group in the list.
11. Ensure that the options 'Display Customers' and 'Display local' are enabled
12. Select the new customer name in the 'Available Users' list box
13. Press the 'Add >>' button to move the new customer to the 'Users in Group' list box
14. Close the window by pressing the 'Ok' button
15. Show the list of filters (menu: View > Filters)
16. Select a filter for a customer, for example the filter: "Customer: ASML"
17. Right-click the filter in the list, and select the 'Duplicate Filter' option.
18. 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.
19. Update the name of the filter to include the correct new customer name by changing the value in the 'Name:' field
20. Change the criteria of the filter, by double-clicking on the 'Found by is in list {...}' item
21. Deselect the old customer name in the list of shown customers, and select the new customer name in the list. Then press 'Ok'
22. 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.