20. Polarion for Testing and Quality Assurance

This chapter covers the Polarion features that support quality assurance and testing activities. The main features and capabilities include:

Test Management Projects and Templates

Polarion products with QA/testing support provide one or more project templates that provide support for creating, managing, and executing test cases. The project templates are pre-configured to provide Work Item types, link roles, and workflows that support quality assurance and testing. Some project templates may also provide support for defining and managing requirements, so that these may be easily linked to the test cases that verify them. This section briefly describes the QA and testing support provided in several project templates.

Project Templates

This section introduces the standard project templates that include quality assurance and testing support. See Default Project Templates for more information.

Table 20.1. Default Project Templates

Template NameProduct/LicenseDescription

Agile Software Project

(Product and Release backlogs, Sprint Management, Quality Assurance, Builds)

An Agile based Project template that supports the full software application lifecycle from start to finish. It includes the management of product and release backlogs, sprint management and reporting, and test management with full quality assurance coverage.

It has a standard Java project structure that supports the automated build process managed by Maven-2.

Project with demo data: E - Library

V-Model Project

(Concept, Requirements, Design, Risks, Planning, Development, Testing, Maintenance, Builds)

A V-Model (Waterfall) based Project template that supports the full application lifecycle. It provides all that's needed to determine and define requirements, design then assess the risks, plan the development, monitor the development process, test the results and maintain your product.

It has a standard Java project structure that supports the automated build process managed by Maven-2.

Project with demo data: Drive Pilot

V-Model Project QA

(Concept, Requirements, Design, Risks, Development, Testing, Maintenance, Builds)

A V-Model (Waterfall) based Project template that includes: Requirements Specifications and their formal approval along with Risk and Test management. You can start by filling in the Requirement Specification documents, then target requirements for release and analyze potential risks by using the FMEA Worksheet templates. Then it's time to manage test execution. (Both manual and automated are supported.)

It has a standard Java project structure that supports the automated build process managed by Maven-2.

Project with demo data: Drive Pilot QA

V-Model Project REQ

(Concept, Requirements, Design, Risks, Maintenance)

A V-Model (Waterfall) based Project template that supports Requirement and Test Specification documents. Start by filling in Requirement Specification documents. Then refine them in Test Case Specification documents and specify the validation and verification procedures using the Validation and Verification Plans. It supports a formal specification approval process.

Project with demo data: Drive Pilot REQ

Specification Project with Variant Management

(Requirements, Testing, Variants, Features)

A V-Model (Waterfall) based Software Engineering Project configured for Feature, Requirements, and Test Specifications that includes Variant Management with a Propagation option. (If the Propagation option is enabled, the selection of Variant Work Items is determined by the relations to their parents and the restrictions of these parents.)

Project with demo data: Weather Station

Exploring Template Capabilities

The best way to become familiar with these project templates is to work with a Polarion administrator to set up a "sandbox" folder in the repository in which you can create experimental projects from the different templates with QA and test management support. (For a list of the default project templates distributed with Polarion products, see User Reference: Default Project Templates.) Your administrator may give you permissions to create projects in this folder, or you may have to work with the administrator to actually create your experimental projects in the sandbox depending on your administration policy.

The procedure for creating projects is described in the Administrator's Guide. See Creating & Managing Projects: Project Administration. In your sandbox area, try creating a project with each of the foregoing project templates, selecting them on the relevant new project wizard screen. Note that you need to be using a license that provides the template(s) you wish to try. Keep in mind that you can always download an evaluation copy of Polarion to try the various project templates, as the evaluation license provides all of them. Remember too that any of the "stock" project templates can be customized, or have copies created which can be customized to suit your exact needs.

See also:

Introducing the QA Project Template

A project based on the "QA Project" project template has a space named Testing (under Documents and Pages in Navigation) which contains the following:

  • Document: Test Specification. This is a placeholder Document that you can optionally use to write up test case specifications. You can mark portions of the content as Test Case type Work Items which are then tracked in the tracker and managed with the project's workflow.

    For information on working with Documents, see User Guide: Documents and Pages Topic.

  • Page: Test Case Traceability. This page is a comprehensive report that shows which Requirements have (and do not have) linked Test Cases.

Process Overview

There are 3 main activities involved in a "QA Project" project:

Following sections of this chapter explain each of these activities.