Prerequisites and initial setup steps for standalone Test Manager, including enabling the Test Automation module and connecting to an Orchestrator instance.

To start using your Test Manager, you need to install and enable the Test Automation module, as part of the Orchestrator installation process.

As part of the Test Manager installation process, you must provide an Orchestrator instance, through the Orchestrator URL that you want to connect Test Manager to.

Refer to Installation for more information about installing Test Manager.

Log into your UiPath standalone product installations organization as an administrator.

To access Test Manager, you need a Platform license and a Tester - Named User license (or an Automation Developer - Named User license, which includes Tester - Named User functionality). A Testing Runtime license is only required to execute automated tests, not for manual testing or test case management.

Refer to Flex: Licensing Test Manager and the Post-installation steps for Test Manager to learn more information.

UiPath® Task Capture is a process discovery tool that helps you document your test cases to avoid manually downloading the images and typing titles for each of the included actions.

Working in the background, the tool captures the performed steps, takes screenshots with every mouse click, and collects smart data about the process statistics (execution time, number of steps, text entries, etc.). You can edit and annotate each screenshot and add information for each step.

Based on the captured data, UiPath® Task Capture builds a comprehensive Process Definition Document (PDD) in a .ssp, .docx and .jpg (diagram image) format that can be easily uploaded to Test Manager.

For more information, see Task Capture Introduction.