- Getting started
- Project management
- Working with Change Impact Analysis
- Create test cases
- Assigning test cases to requirements
- Cloning test cases
- Exporting test cases
- Linking test cases in Studio to Test Manager
- Delete test cases
- Enabling governance at project level
- Disabling governance at project level
- Enabling governance at test-case level
- Disabling governance at test-case level
- Enabling or disabling governance in bulk for test cases
- Enforcing signing order for governed test cases
- Managing approvers for governed test cases
- Managing governed test cases in the In Work state
- Managing governed test cases in the In Review state
- Managing governed objects in the Signed state
- Managing comments for governed test cases
- Viewing governance information for test case logs
- Managing approvers for governed test case logs
- Managing governed test case logs in the In Work state
- Managing governed test case logs in the In Review state
- Managing governed test case logs in the Signed state
- Managing comments for governed test case logs
- Enabling governance at test case log level
- Disabling governance at test case log level
- Viewing and searching test cases
- Project operations and utilities
- Test Manager settings
- Tenant level settings
- General project settings
- Events
- Subscribing to events
- Subscribing to all events
- Unsubscribing from events
- Unsubscribing from all events
- Unsubscribing from the Notifications settings page
- Viewing notifications
- Filtering notifications
- Viewing email notifications
- Enabling email notifications for SMTP servers
- Viewing only unread notifications
- Marking all notifications as read
- Clearing all notifications
- Deleting notifications
- Customer managed keys encryption
- Audit logs
- ALM tool integration
- ALM tool integration
- Test Manager Connect
- Test Manager - Integration Service connector
- Outbound IP ranges for connectors
- Working with SAP Cloud ALM and Test Manager
- Step 1: Integrating SAP Cloud ALM with Test Manager
- Step 2: Creating automated test cases in SAP Cloud ALM
- Step 3: Creating automated test cases in Test Manager
- Step 4: Synchronizing test cases from Test Manager to SAP Cloud ALM
- Step 5: Assigning test automations to test cases
- Step 6: Executing test cases
- SAP test automation best practices
- Troubleshooting the Jira integration
- API integration
- Coding Agents for Testing
- Troubleshooting
Test Manager Connect
Test Manager Connect integration with Planview Hub for synchronizing testing artifacts between Test Manager and external ALM tools.
Test Manager Connect offered by Planview® allows seamless integration between Test Manager and a multitude of Application Lifecycle Management (ALM) tools, through the Planview® Hub. Here are some benefits of using Test Manager Connect in Planview® Hub:
- Synchronize testing artifacts between Test Manager and your desired ALM tool.
- Updates made in Test Manager reflect in the tool you synchronized with.
- Keep traceability of tests and requirements across various systems. For more information, visit the Test Manager Connect guide from the Planview Hub documentation.
Note:
(Note for Public Sector only) Test Manager is designed to meet the requirements of the Public Sector. If you opt to integrate an instance of Planview Hub, make sure that this ALM environment aligns with the necessary security and Public Sector compliance standards.
Licensing
Test Manager Connect licenses, provided by Planview, come bundled with your platform plan.
Feature availability depends on the cloud platform you use. For details, refer to the Test Manager feature availability page.
For more information on Unified Pricing licensing, refer to Unified Pricing: Licensing Test Manager.
For more information on Flex licensing, refer to Flex: Licensing Test Manager.
To use the cloud version of UiPath Test Manager Connect you need to request a cloud instance from the UiPath® sales team.
Integrated ALM tools and synchronization matrix
This table provides an overview of the most common integrations between Test Manager and various ALM tools through Planview Hub. Each integration has its corresponding synchronization matrix, outlining the specific synchronization capabilities for each type of testing object.
The following synchronization matrix merely provides an overview. The final scope of an integration is documented in detail within the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.
Defect creation in Test Manager is intentionally designed to be unidirectional. However, for existing artifacts, there is limited support available for bi-directional synchronization.
Legend
- <-> - The synchronization is bidirectional.
- -> - The synchronization is outbound, from Test Manager to the ALM tool.
- ✗ - Synchronization not supported.
Requirements and test assets
| Integration | Requirements | Test Cases | Test steps (manual) | Test Sets |
|---|---|---|---|---|
| Microsoft Azure DevOps | <-> | <-> | ✗ | <-> |
| Broadcom Rally | <-> | <-> | ✗ | ✗ |
| Atlassian Jira Cloud | <-> | ✗ | ✗ | ✗ |
| Atlassian Jira Data Center | <-> | ✗ | ✗ | ✗ |
| MicroFocus ALM | <-> | <-> | ✗ | <-> |
| MicroFocus ALM Octane | <-> | <-> | ✗ | <-> |
| Mozilla Bugzilla | ✗ | ✗ | ✗ | ✗ |
| Polarion ALM | <-> | <-> | ✗ | ✗ |
| ServiceNow | <-> | NA | ✗ | NA |
| SmartBear QA Complete | <-> | <-> | ✗ | ✗ |
| TestRail | ✗ | <-> | ✗ | <-> |
| Tricentis qTest | <-> | <-> | <-> | <-> |
| Tricentis Tosca | <-> | <-> | ✗ | <-> |
| Xray for Jira 1 | ✗ | <-> | <-> | <-> |
| Zephyr Scale (TM4J) | ✗ | ✗ | ✗ | ✗ |
| Zephyr Essential (Squad) Note: Available only through the Atlassian Jira connector. | ✗ | <-> | <-> | <-> |
Execution and tracking
| Integration | Defects | Test Results | Assertions | Documentation |
|---|---|---|---|---|
| Microsoft Azure DevOps | -> | -> | ✗ | Microsoft Azure DevOps documentation |
| Broadcom Rally | -> | ✗ | ✗ | Broadcom Rally documentation |
| Atlassian Jira Cloud | -> | ✗ | ✗ | Atlassian Jira Cloud documentation |
| Atlassian Jira Data Center | -> | ✗ | ✗ | Atlassian Jira Data Center documentation |
| MicroFocus ALM | -> | -> | ✗ | Microfocus ALM documentation |
| MicroFocus ALM Octane | -> | -> | ✗ | MicroFocus ALM Octane documentation |
| Mozilla Bugzilla | -> | ✗ | ✗ | Mozilla Bugzilla documentation |
| Polarion ALM | -> | ✗ | ✗ | Polarion ALM documentation |
| ServiceNow | <-> | NA | ✗ | Considering the versatile nature of ServiceNow, a wide range of artifacts can be synchronized. For specific scenarios, please consult the documentation for further clarification. |
| SmartBear QA Complete | -> | ✗ | ✗ | SmartBear QA Complete documentation |
| TestRail | ✗ | ✗ | ✗ | TestRail documentation |
| Tricentis qTest | -> | -> | ✗ | Tricentis qTest documentation |
| Tricentis Tosca | ✗ | -> | ✗ | Tricentis Tosca documentation |
| Xray for Jira 1 | ✗ | -> | -> | Xray for Jira documentation |
| Zephyr Scale (TM4J) | ✗ | ✗ | ✗ | NA |
| Zephyr Essential (Squad) Note: Available only through the Atlassian Jira connector. | ✗ | -> | -> | Zephyr Squad connector documentation |
Notes
1 - The XRay for Jira integration comes with certain limitations. These limitations are detailed in the Planview documentation. Visit the UiPath Customer Portal from the Planview website, and navigate to the Product Documentation section for more information.
Custom field mapping and limitations
Test Manager custom fields do not support rich text. To bring rich-text content from your ALM tool's custom fields (for example, a Jira "User Acceptance Criteria" field) into Test Manager, concatenate it with the source field's Description in your Planview Hub connector configuration, and sync the result into the Requirement's Description field, which does support formatted text. This makes the combined field unidirectional.
Tables in the source rich text convert to plain text in the concatenated description. Image attachments in the original description sync separately, controlled by the integration's Attachment Flow setting rather than by field concatenation.
For more advanced formatting needs, you can further refine this behavior using a custom Planview Hub Extension, which requires writing code.
On-premises installer
If you want to use the on-premises version of Test Manager Connect alongside cloud Test Manager, the installer is available for download from the Customer Portal.
Setup requirements
- A new user account within your external tool, used only for the integration with Tasktop Hub, with the needed permissions to artifacts inside your repository, such as Create, Read, Update, Delete (CRUD) permissions, or other permissions.
- An external application added inside your UiPath® Admin portal. For details, see Adding an external application. The generated Client ID and Client Secret are used for connecting your Test Manager instance to Planview Hub.
- The following Application scopes in Test Manager, enabled according to your use case:
| Scope | Description |
|---|---|
| TM.Projects.Read | Projects read access |
| TM.Requirements | Requirements read and write access |
| TM.ObjectLabels | ObjectLabels read and write access |
| TM.Attachments | Attachments read and write access |
| TM.Users.Read | Users read access in Test Manager |
| TM.TestCases | TestCases read and write access |
| TM.TestExecutions | TestExecutions read and write access |
| TM.CustomFieldDefinitions.Read | CustomFieldDefinitions read access |
| TM.CustomFieldValues | CustomFieldValues read and write access |
| TM.TestSets | TestSets read and write access |
| TM.Defects | Defects read and write access |
Robot logs
You can download robot logs as a file using APIs, which you can then sync as an attachment to a work item in your ALM tool.
Additional resources
The following resources from the Planview Hub documentation describe how to integrate Test Manager with your desired ALM tools: