{"id":2868,"date":"2015-06-11T06:13:24","date_gmt":"2015-06-11T10:13:24","guid":{"rendered":"http:\/\/qxf2.com\/blog\/?p=2868"},"modified":"2018-04-26T10:33:01","modified_gmt":"2018-04-26T14:33:01","slug":"testrail-get-your-tests-organized","status":"publish","type":"post","link":"https:\/\/qxf2.com\/blog\/testrail-get-your-tests-organized\/","title":{"rendered":"Introduction to TestRail"},"content":{"rendered":"<p><strong>Problem:<\/strong> Many Start up companies don&#8217;t have their test cases organized<br \/>\n<br \/>\n<a href=\"http:\/\/www.gurock.com\/testrail\/\">TestRail<\/a> is comprehensive web-based test case management software to efficiently manage, track and organize your software testing efforts.<br \/>\n<\/p>\n<hr>\n<h3>Why this post?<\/h3>\n<p>Many start ups use google docs or excel to document their test cases. Though the process may be easier and cheaper to maintain, they are not visual in nature and the problem arises as your testing team starts growing. Tracking, organizing and managing the test cases becomes challenging. That&#8217;s where a good test management tool would come in very handy. In this blog we will explore about &#8220;TestRail&#8221; a popular test management tool which can solve most of your problems related to test case management with ease.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail1.jpg\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail1-1024x197.jpg\" alt=\"TestRail_Collage\" width=\"1024\" height=\"197\" class=\"aligncenter size-large wp-image-2935\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail1-1024x197.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail1-300x58.jpg 300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<hr>\n<h3>Overview<\/h3>\n<p>In this post we will cover the following:<br \/>\n1. TestRail Installation<br \/>\n2. Adding Projects<br \/>\n3. Test Cases and Test Suite<br \/>\n4. Milestone<br \/>\n5. Todos and Assign Test Cases<br \/>\n6. Test Run<br \/>\n7. Reports<br \/>\n8. Integration with Defect Tracking tool<br \/>\n9. TestRail API <\/p>\n<hr>\n<p><strong>1. TestRail Installation:<\/strong><br \/>\nTestRail offers a 30 day <a href=\"https:\/\/secure.gurock.com\/customers\/testrail\/trial\/\">free trial<\/a> period using which you can checkout its rich features. You can either Download TestRail and install it on your own Server or Try the cloud\/online edition of TestRail. Getting set up using the cloud edition is much easier and more popular.<\/p>\n<p>Once you get the available web address along with credentials you are ready to go&#8230;<\/p>\n<hr>\n<p><strong>2. Adding Projects:<\/strong> Once you login to your TestRail account you are taken to the Dashboard page where you can see all your existing Projects and also add new Projects. As a general rule you create a new project for each of your project or actual product. You can create a new project by clicking on the Add Project link from the dashboard page and then entering the requested details on the resulting page.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/New_Project_TestRail.jpg\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/New_Project_TestRail-300x164.jpg\" alt=\"Test Rail Add Project\" width=\"300\" height=\"164\" class=\"aligncenter size-medium wp-image-2879\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/New_Project_TestRail-300x164.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/New_Project_TestRail-1024x560.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/New_Project_TestRail.jpg 1305w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>The Project Overview page provides us lot of information like Project progress chart, Upcoming Milestones, Latest test runs, detailed history as well as the activity details<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Project_Overview.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Project_Overview-300x155.png\" alt=\"Project Overview Page\" width=\"300\" height=\"155\" class=\"aligncenter size-medium wp-image-2944\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Project_Overview-300x155.png 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Project_Overview-1024x530.png 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Project_Overview.png 1331w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>3. Test Cases and Test Suite:<\/strong><\/p>\n<p>In the Test Case page you can document all your Test cases. In case you have lot of test cases which need to be organized under different sections you can group related test cases under different Test suite. You can also add sub section in case you need to further organize larger test suites<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Cases_Suite.jpg\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Cases_Suite-300x148.jpg\" alt=\"Test Cases and Suites\" width=\"300\" height=\"148\" class=\"aligncenter size-medium wp-image-2889\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Cases_Suite-300x148.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Cases_Suite-1024x504.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Cases_Suite.jpg 1347w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>4. Milestone:<\/strong><br \/>\nYou can use Milestone to manage your Project Milestones such as different releases, iterations etc using TestRail. Below screenshot shows a Milestone as Acceptance Test for one of our Project. You can also have Test Runs or Test Plans for Specific Milestones so that you can track the Milestone Progress<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone.jpg\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone-300x147.jpg\" alt=\"Add_Milestone\" width=\"300\" height=\"147\" class=\"aligncenter size-medium wp-image-2898\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone-300x147.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone-1024x503.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone.jpg 1362w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone_Progress.jpg\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone_Progress-300x138.jpg\" alt=\"Milestone_Progress\" width=\"300\" height=\"138\" class=\"aligncenter size-medium wp-image-2899\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone_Progress-300x138.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone_Progress-1024x472.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Milestone_Progress.jpg 1355w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>5. Todos and Assign Test Cases:<\/strong><br \/>\nYou can assign tests to team members. You can either assign tests when a run is created or do it later from the run or test pages. Once the tests are assigned to a user it appears on the user&#8217;s todo list. Every user has their own  todo list for the projects they are working on.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Testcase_Assign.jpg\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Testcase_Assign-300x140.jpg\" alt=\"Testcase Assignment\" width=\"300\" height=\"140\" class=\"aligncenter size-medium wp-image-2940\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Testcase_Assign-300x140.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Testcase_Assign-1024x476.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Testcase_Assign.jpg 1339w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/ToDo.jpg\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/ToDo-300x111.jpg\" alt=\"Todos\" width=\"300\" height=\"111\" class=\"aligncenter size-medium wp-image-2941\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/ToDo-300x111.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/ToDo-1024x377.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/ToDo.jpg 1352w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>6. Test Runs:<\/strong><br \/>\nTest Run tab shows all the Test Runs that are currently active for the project. You can add a test run and by selecting all test cases for that project or select some specific tests required for that run as you wish. We can also have multiple test runs for the same test suite.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Runs.jpg\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Runs-300x132.jpg\" alt=\"Active Test Run\" width=\"300\" height=\"132\" class=\"aligncenter size-medium wp-image-2901\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Runs-300x132.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Runs-1024x451.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Runs.jpg 1359w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Add_Test_Run.jpg\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Add_Test_Run-300x182.jpg\" alt=\"Add Test Run\" width=\"300\" height=\"182\" class=\"aligncenter size-medium wp-image-2903\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Add_Test_Run-300x182.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Add_Test_Run-1024x621.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Add_Test_Run.jpg 1086w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Run.jpg\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Run-300x148.jpg\" alt=\"Test Run Status\" width=\"300\" height=\"148\" class=\"aligncenter size-medium wp-image-2902\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Run-300x148.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Run-1024x506.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Test_Run.jpg 1345w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>7. Report:<\/strong><br \/>\nTest Rail provides great reporting capabilities to share statistics with your clients or managers. You can create or schedule reports from a wide range of available templates like summary report, defect report, result report etc.<br \/>\nPlease find below screenshot of a sample Summary report generated for one of our projects.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report.jpg\" data-rel=\"lightbox-image-11\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report-300x143.jpg\" alt=\"TestRail_Report1\" width=\"300\" height=\"143\" class=\"aligncenter size-medium wp-image-2906\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report-300x143.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report-1024x488.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report.jpg 1340w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report2.jpg\" data-rel=\"lightbox-image-12\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report2-300x111.jpg\" alt=\"TestRail_Report2\" width=\"300\" height=\"111\" class=\"aligncenter size-medium wp-image-2907\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report2-300x111.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report2-1024x380.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Summary_Report2.jpg 1327w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>You can also email reports as links or attachments to your teams.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Email_Report.jpg\" data-rel=\"lightbox-image-13\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Email_Report-300x171.jpg\" alt=\"Email Reports\" width=\"300\" height=\"171\" class=\"aligncenter size-medium wp-image-2938\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Email_Report-300x171.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Email_Report-1024x583.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/Email_Report.jpg 1090w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>8. Integration with Defect Tracking tool:<\/strong> TestRail can be integrated with most of the bug tracking  tools like Bugzilla, FogBugz, Gemini, Jira, Lighthouse etc. For this first you need to configure the web address of your bug tracker in TestRail. Then you can add, push or view defect details directly from TestRail.<\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_Integration.jpg\" data-rel=\"lightbox-image-14\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_Integration-300x119.jpg\" alt=\"TestRail Bug Tracker Integration\" width=\"300\" height=\"119\" class=\"aligncenter size-medium wp-image-2909\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_Integration-300x119.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_Integration-1024x408.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_Integration.jpg 1314w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_PushDefect.jpg\" data-rel=\"lightbox-image-15\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_PushDefect-300x156.jpg\" alt=\"TestRail Push Defect\" width=\"300\" height=\"156\" class=\"aligncenter size-medium wp-image-2911\" srcset=\"https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_PushDefect-300x156.jpg 300w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_PushDefect-1024x532.jpg 1024w, https:\/\/qxf2.com\/blog\/wp-content\/uploads\/2015\/06\/TestRail_PushDefect.jpg 1253w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<hr>\n<p><strong>9. TestRail API:<\/strong> TestRail&#8217;s API can be used to integrate TestRail with various tools, frameworks and third-party applications. For example, many customers use the API to integrate their automated tests and submit test results to TestRail. You can refer to <a href=\"http:\/\/docs.gurock.com\/testrail-api2\/start\">this link<\/a> for a list of available bindings (libraries) for various programming languages.<\/p>\n<hr>\n<p>That brings us to the end of this tutorial on TestRail. As always, we are happy to answer any questions you may have. Enjoy Testing&#8230;<\/p>\n<p><strong>If you are a startup finding it hard to hire technical QA engineers, learn more <a href=\"https:\/\/qxf2.com\/blog\/about-qxf2\/\">about Qxf2 Services<\/a>.<\/strong><\/p>\n<hr>\n","protected":false},"excerpt":{"rendered":"<p>Problem: Many Start up companies don&#8217;t have their test cases organized TestRail is comprehensive web-based test case management software to efficiently manage, track and organize your software testing efforts. Why this post? Many start ups use google docs or excel to document their test cases. Though the process may be easier and cheaper to maintain, they are not visual in [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[91,61,90],"tags":[],"class_list":["post-2868","post","type-post","status-publish","format-standard","hentry","category-testcase-management","category-testing","category-testrail"],"_links":{"self":[{"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/posts\/2868","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/comments?post=2868"}],"version-history":[{"count":35,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/posts\/2868\/revisions"}],"predecessor-version":[{"id":2951,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/posts\/2868\/revisions\/2951"}],"wp:attachment":[{"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/media?parent=2868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/categories?post=2868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/qxf2.com\/blog\/wp-json\/wp\/v2\/tags?post=2868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}