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Zephyr testing solutions are designed to keep pace with quickly evolving agile organizations and the industry shift to DevOps and continuous testing agility. 18,000 customers and 5 million users across 100 countries rely on Zephyr's unparalleled performance and quality every day.

As a company, Zephyr's comprehensive suite of test management products are built to enhance speed and quality of software testing while also enabling teams to achieve continuous testing agility through flexibility, end-to-end visibility, and meaningful insights.

Their two main product lines are:

1. Zephyr

2. Zephyr For Jira

Both product lines are available for both on-premise and SaaS deployments.

Here you will discover, Zephyr Enterprise and Zephyr Teams deployment.

In this tutorial, you will learn-

Features of Zephyr Enterprise and Zephyr Teams

  • The clearest, cleanest UI on the market: HTMP 5
  • Top-to-bottom configuration flexibility
  • Web service APIs
  • Authentication and deployment option
  • SSL powered security
  • 24/7 global support
  • Real time, stand alone Jira integration
  • One-click integrations with test automation workflows
  • Multi project & global test repository
  • Predictive analytics
  • Scalability to support 50,000+ users

How to use Zephyr for Test Management

To get started and logged into Zephyr Enterprise or Zephyr Teams, you must set up an instance of Zephyr. You should be set up with an instance URL similar to the following: https://guru99.yourzephyr.com. For more information, please contact Zephyr sales at This email address is being protected from spambots. You need JavaScript enabled to view it.. If you're Zephyr instance is not appearing, you may need to allow pop-ups for your browser. You should then be directed to Zephyr's login page.

You can then use your login credentials to log into Zephyr. There are various roles that a user can log into and these roles include Test Manager, Test Lead, Tester, and Dashboard User.

To learn how to use Zephyr, we will start by creating a project with users assigned to the project. For this, you can use three of the following roles or you can use the test manager account to perform all the functions for the purpose of this exercise.

  • Test Manager – Account that has access to create a project and assign users as well as full administrative access to Zephyr.
  • Test Lead – Account to perform testing activities and plan your tests for executions done by your Testers.
  • Tester – Account to execute test cases that have been assigned by the Test Lead.

You can log into Zephyr using any of the following user accounts. We recommend using the Test Manager account for purposes of this tutorial since the Test Manager has full administrative access to Zephyr and can perform all the Zephyr functions.

Creating a Project and Assigning Users

Prerequisites

  • Assure that you are logged in as an admin/manager in your Zephyr environment.

Steps

  1. Click on Administration Project Setup.
  2. Click on the "Add new project" button.

  1. Enter a name of the project.
  2. Choose a start date for the project.
  3. You can allocate members to work within the project using the list views below.
  4. After you've completed filling out any additional fields, click the "Save" button at the bottom right of the interface.

Assigning Roles to Users

Prerequisites

  • Assure that you are logged in as an admin/manager in your Zephyr environment.

Steps

  1. Click on Administration 7 User Setup.
  2. Click on the user's name in the table.

  1. Use the role drop-down list to change the role of the user you selected and then click the "Save" button at the bottom right of the interface.

Creating Test Cases

Prerequisites

  • Assure that you have an existing project and release to work with.
  • Assure that you are on the Test Repository page.

Steps

  1. Click on Test Repository (If you are not already on the page).
  2. Navigate through the release folder and click on any of the subfolders.
  3. Click on the "Add" button on the top menu to create your test case(s).
  4. You can edit the test case by simply click on the "Name" of the test case in the table view.

Creating Test Cycles and Phases

Test cycles and phases are created to plan the execution of your test cases in the test repository.

Prerequisites

  • Assure that you have an existing project and release to work with.
  • Assure that you are on the Planning Page.

Steps

  1. Click on Test Planning (If you are not already on the page).
  2. Click on the "+" button to add a new test cycle.

  1. Enter a Name, Start Date, and End Date for your cycle and then click on Save to create your test cycle.


  2. In the Execution Cycles, highlight over the test cycle and click on the triple dots button and then click on "Add Phase".

  1. Click "Create New" and enter a name of the testing phase and then click on Save to create your test phase.

Adding Your Test Cases to Cycles/Phases to be Executed

Test Cases that were created can be added to the testing cycles/phases.

Prerequisites

  • Assure that you have an existing project and release to work with.
  • Assure that you are on the Planning Page.

Steps

  1. Click on Test Planning (If you are not already on the page).
  2. Highlight over the testing phase where you want to add the test cases and click on the triple dots button and then click on "Assign".

  1. Click on the Test Phase folder and then click the assign test case button at the top left of the interface.

  1. Once the window pops up, click on the "Browse tab"
  • Navigate through the folder where you created your test cases previously.
  • Choose which test cases you want to add to the test cycle/phase by using the checkboxes.
  • Click Save to finalize adding test cases.

Assigning Test Cases to be Executed

Test Cases that were added to the testing cycles/phases must be assigned. Once assigned, the test cases will appear in the Test Execution page and can be executed from there.

Steps

  1. Click on the Test Phase folder.
  2. Select which test cases you want to assign.
  3. Using the drop-down list, assign the test case to "Anyone".
  • This will allow any user to view the test case to be executed on the Test Execution page.

Test Execution

Steps

  1. Click on the Test Execution page.
  2. Click on the "All Executions" and here you can view all the test cases that are ready to be executed.
  3. To quick execute a test case, use the status column and change the status of the test case directly from the column.

Dashboards

Dashboards can be created to house a multitude of gadgets that display different types of graphical representations for the information within Zephyr.

  • Project Status
  • Requirements Status
  • Testcase Status
  • Execution Progress
  • Test Automation Status
  • Test Automation Distribution
  • Test Execution By Cycle
  • Execution Backlog
  • Open Defects
  • Overall Defects
  • Traceability
  • Daily Pulse

Exporting Custom Reports

Zephyr contains a very rich custom export reporting feature which allows the user to export reports that can be tailored to the information that they need. The tool allows users the freedom to create customizable reports for the following information.