Please read "How to set up a test repository" for an overview on organizing your testing tree.
The Repository Setup application can be found in the Test Lead's Desktop. This application - the first one to start using in a Release - is used to identify the main areas of the test plan. This must be set up before testers can start creating test cases in their Testcase Creation application.
This application allows the:
* Creation of a test plan in a local tree - creating phase, systems and
sub-system areas as nodes (folders)
* Assignment of areas to testers to create/modify test cases
* Copying of entire nodes (folders) or individual test cases from other
Releases/Iterations via the Global Testcases
tree
* Reorganization of the tree
* Importing of testcases from Excel
* Exporting of testcases to Excel
Note: this application does not allow the creation or deletion of testcases (use Testcase Creation application for that).
The Repository Setup application has a Local Tree and a Global Tree on the left and a tool bar at the top that has the following functionality:
Add a node or a sub-node
Delete a node or a sub-node
Rename a node or a sub-node
Import test cases
Export test cases
To add a root-level node (also called a "Phase"), select the root ("Version 1.0" in this example) and click on the + button. Enter the name of the phase and that now shows up under this root ("Functional Tests" in this example). To create sub-nodes under this (also called "Systems" and "Sub-systems"), select the Phase node and click on the + button and enter the name for that node ("Security" in this example).
To delete a node or a sub-node, select it and click on the X button. That node and all sub-nodes under it, including test cases, will be deleted after a confirmation.
To rename any node or sub-node, select it and click on the pencil button. A dialog pops up that allows you to rename that particular node or sub-node.
Testcases can be imported into Zephyr by clicking on the Import button and following the directions in the wizard.
Testcases can be exported from Zephyr into Excel by selecting a particular node, sub-node, a single testcase or multiple testcases.
You can drag-n-drop any folder anywhere (except the first level folders - Phases) to move it.
Hold the Control key down during drag-n-drop to copy the folder and all its contents
Hold the Shift key down during drag-n-drop of a testcase to link it to another location within the same release (not allowed across releases). By linking a testcase, only 1 version of that testcase is maintained though it shows up in 2 locations. Modifying it in one location, automatically updates the other one (as essentially they are the same testcase).
Select multiple testcases by holding down the Control key or the Shift key
The tree structure created here is reflected in the Test Case Distribution metrics including the drill-downs into the individual nodes and sub-nodes