TestDirector
Administrator’s Guide
Version 8.0
TestDirector Administrator’s Guide, Version 8.0
This manual, and the accompanying software and other documentation, is protected by U.S. and
international copyright laws, and may be used only in accordance with the accompanying license
agreement. Features of the software, and of other products and services of Mercury Interactive
Corporation, may be covered by one or more of the following patents: U.S. Patent Nos. 5,701,139;
5,657,438; 5,511,185; 5,870,559; 5,958,008; 5,974,572; 6,138,157; 6,144,962; 6,205,122; 6,237,006;
6,341,310; 6,360,332, 6,449,739; 6,470,383; 6,477,483; 6,549,944; 6,560,564; and
6,564,342.6,564,342; 6,587,969; 6,631,408; 6,631,411; 6,633,912 and 6,694,288. Other patents
pending. All rights reserved.
Mercury, Mercury Interactive, the Mercury Interactive logo, LoadRunner, LoadRunner TestCenter,
QuickTest Professional, SiteScope, SiteSeer, TestDirector, Topaz and WinRunner are trademarks or
registered trademarks of Mercury Interactive Corporation or its subsidiaries, in the United States
and/or other countries. The absence of a trademark from this list does not constitute a waiver of
Mercury Interactive's intellectual property rights concerning that trademark.
All other company, brand and product names are registered trademarks or trademarks of their
respective holders. Mercury Interactive Corporation disclaims any responsibility for specifying which
marks are owned by which companies or which organizations.
Mercury Interactive Corporation
379 North Whisman Road
Mountain View, CA 94043
Tel: (650) 603-5200
Toll Free: (800) TEST-911
Customer Support: (877) TEST-HLP
Fax: (650) 603-5300
© 2004 Mercury Interactive Corporation, All rights reserved
If you have any comments or suggestions regarding this document, please send them via e-mail to
documentation@mercury.com.
TDAG8.0/03
iii
Table of Contents
Welcome to TestDirector Administration...........................................vii
Using This Guide............................................................................... viii
TestDirector Documentation Set....................................................... viii
Online Resources ..................................................................................ix
Documentation Updates .......................................................................x
Typographical Conventions..................................................................x
PART I: PROJECT CUSTOMIZATION
Chapter 1: Project Customization at a Glance .....................................3
Starting Project Customization .............................................................3
Understanding the Project Customization Window ............................7
Chapter 2: Managing Users in a Project ...............................................9
About Managing Users in a Project.......................................................9
Adding a User to a Project...................................................................10
Assigning Users to a User Group .........................................................12
Removing a User from a Project..........................................................14
Chapter 3: Managing User Groups and Permissions..........................15
About Managing User Groups and Permissions .................................16
Adding User Groups ............................................................................17
Setting User Group Permissions .........................................................19
Setting Transition Rules ......................................................................23
Hiding Data for a User Group .............................................................27
Assigning Existing Sets of Permissions to User Groups ......................30
Renaming User Groups .......................................................................30
Deleting User Groups ..........................................................................31
Understanding the Permission Settings Tasks ....................................31
Customizing Module Access for User Groups.....................................42
Table of Contents
iv
Chapter 4: Customizing TestDirector Projects ..................................45
About Customizing TestDirector Projects...........................................45
Customizing Project Entities ..............................................................46
Customizing Project Lists ...................................................................55
Chapter 5: Setting the Mailing Configuration ...................................59
About Setting the Mailing Configuration...........................................59
Designating Mail Fields .......................................................................60
Defining Mail Conditions ...................................................................61
Chapter 6: Setting Traceability Notification Rules .............................63
About Setting Traceability Notification Rules.....................................63
Setting Traceability Notification Rules................................................65
Chapter 7: Setting Up the TestDirector Workflow ............................67
About Setting Up the TestDirector Workflow.....................................68
Customizing Lists ................................................................................70
Customizing Fields by User Groups ....................................................72
Using the Script Editor ........................................................................76
Understanding TestDirector Events ....................................................86
Reference for TestDirector Events .......................................................87
Understanding TestDirector Objects.................................................102
Understanding the Actions Object ...................................................103
Understanding the Action Object.....................................................104
Understanding the x_Fields Objects .................................................105
Understanding the Field Object........................................................106
Understanding the Lists Object ........................................................108
Understanding the User Object ........................................................109
PART II: SITE ADMINISTRATION
Chapter 8: Site Administrator at a Glance........................................113
Starting the Site Administrator .........................................................113
The Site Administrator ......................................................................116
Changing the Site Administrator Password ......................................117
Table of Contents
v
Chapter 9: Managing TestDirector Projects ....................................119
About Managing TestDirector Projects .............................................120
Understanding the TestDirector Project Structure............................121
Creating TestDirector Domains.........................................................123
Creating TestDirector Projects ..........................................................125
Copying TestDirector Projects...........................................................138
Updating Project Details ...................................................................141
Querying Project Tables ....................................................................144
Upgrading Projects ............................................................................146
Deactivating and Activating Projects ................................................151
Pinging Projects.................................................................................152
Renaming Projects.............................................................................152
Removing Projects from the Projects List .........................................153
Deleting Projects................................................................................153
Deleting Domains..............................................................................154
Editing the Connection String ..........................................................155
Restoring Project Access ....................................................................157
Backing Up TestDirector Projects ......................................................161
Renaming the Defects Module for a Project .....................................162
Chapter 10: Managing TestDirector Users .......................................163
About Managing Users ......................................................................163
Adding a New User ...........................................................................164
Importing a New User .......................................................................166
Defining User Properties ...................................................................168
Changing Passwords..........................................................................169
Enabling Users to Work with Windows Authentication ..................170
Deleting Users....................................................................................172
Chapter 11: Managing User Connections and Licenses...................173
About Managing User Connections and Licenses ............................173
Monitoring User Connections .........................................................174
Managing TestDirector Licenses........................................................175
Chapter 12: Configuring Servers and Parameters............................177
About Configuring Servers and Parameters ......................................177
Configuring TestDirector Server Information ..................................178
Defining New Database Servers ........................................................181
Modifying Database Server Properties ..............................................184
Deleting Database Servers .................................................................187
Setting TestDirector Configuration Parameters ...............................187
