 | The process |
| The people |
| Hardware planning |
| Software planning |
| Planning for customization |
| Planning for users and groups |
| Planning for workflow |
| Planning email notifications |
| Planning visible / required field by user group |
| Planning for integration |
| Creating new users |
| Overriding user passwords |
| Deleting users |
| Adding users to projects |
| Setting up groups |
| Customizing group permissions |
| Adding transition rules |
| Filtering fields / defining visible fields |
| Limiting group access to the Defects module |
TestDirector Installation
|
The basic process |
|
Installing the database client |
|
Installing TestDirector on the server |
|
TestDirector Checker |
|
What's installed? |
|
DCOM |
|
Licenses |
|
Enabling TestDirector logs |
|
Setting mail protocol |
|
TestDirector configuration parameters |
|
SiteScope |
| Automatic emails |
| Traceability notification rules |
| List customization |
| Field customization for Add Defect |
| Field customization for Defect Details |
| Script Editor |
| Command Bar Editor |
| OTA (Open Test Architecture) integration |
Project Setup
| Domains / Projects |
| Creating a domain |
| Deleting a domain |
| Creating a project |
| Activating / deactivating projects |
| Pinging a project |
| Upgrading a project |
| Customizing the data tables |
| Upgrading from Standard to Enterprise |
| SQL |
| Backups |
| Moving the Domain Repository |
| Move a database from one server to another |
| Move a project from one domain to another |
| Monitor user connections |
| Monitor user licenses |
| Reporting |
| Setting up log files |
| Restarting TestDirector |
| Restoring project access |
| Further resources |