Hands-On Test Management with Jira: End-to-end test management with Zephyr, synapseRT, and Jenkins in Jira
By Afsana Atar
()
About this ebook
Learn best practices for testing with Jira and model industry workflows that can be used during the software development lifecycle
Key Features
- Integrate Jira with test management tools such as Zephyr, Test Management, and SynapseRT
- Understand test case management, traceability, and test execution with reports
- Implement continuous integration using Jira, Jenkins, and automated testing tools
Book Description
Hands-On Test Management with Jira begins by introducing you to the basic concepts of Jira and takes you through real-world software testing processes followed by various organizations. As you progress through the chapters, the book explores and compares the three most popular Jira plugins—Zephyr, Test Management, and synapseRT.
With this book, you'll gain a practical understanding of test management processes using Jira. You'll learn how to create and manage projects, create Jira tickets to manage customer requirements, and track Jira tickets. You'll also understand how to develop test plans, test cases, and test suites, and create defects and requirement traceability matrices, as well as generating reports in Jira.
Toward the end, you'll understand how Jira can help the SQA teams to use the DevOps pipeline for automating execution and managing test cases. You'll get to grips with configuring Jira with Jenkins to execute automated test cases in Selenium.
By the end of this book, you'll have gained a clear understanding of how to model and implement test management processes using Jira.
What you will learn
- Understand QMS to effectively implement quality systems in your organization
- Explore a business-driven structured approach to Test Management using TMap NEXT
- Implement different aspects of test planning, test strategy, and test execution
- Organize and manage Agile projects in Scrum and Kanban
- Uncover Jira plugins available in the Atlassian Marketplace for testing and project management
- Configure a DevOps pipeline for continuous integration using Jira with Jenkins
Who this book is for
If you're a quality assurance professional, software project manager, or test manager interested in learning test management best practices in your team or organization, this book is for you. Prior knowledge of test management and Jenkins will be beneficial in understanding the concepts covered in this book.
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Book preview
Hands-On Test Management with Jira - Afsana Atar
Hands-On Test Management with Jira
End-to-end test management with Zephyr, synapseRT, and Jenkins in Jira
Afsana Atar
BIRMINGHAM - MUMBAI
Hands-On Test Management with Jira
Copyright © 2019 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor: Kunal Chaudhari
Acquisition Editor: Denim Pinto
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Technical Editor: Sabaah Navlekar
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Graphics: Alishon Mendonsa
Production Coordinator: Tom Scaria
First published: February 2019
Production reference: 1150219
Published by Packt Publishing Ltd.
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ISBN 978-1-78995-452-4
www.packtpub.com
To every software project team that wanted to streamline their processes but did not know how to start...
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Contributors
About the author
Afsana Atar is an accomplished test engineer with a decade’s experience in software testing. She extends her thought leadership to teams in various domains, from digital advertising, education, and healthcare, to the financial sector, insurance, and trading. Previously, she worked with Google, IBM, the Principal Financial Group, and the Children's Hospital of Philadelphia, and is presently working for Susquehanna International Group. She is a Certified Scrum Master, an Agile Scrum practitioner, and is also part of the Scrum Alliance community. She has managed and worked on projects worth over $1M as a QA engineer to a QA manager. She believes in sharing her experiences with the testing community to help foster learning and innovation.
About the reviewer
Varun Pillai is an accomplished technical manager, a seasoned software engineer, and a data scientist with over 10 years' experience in managing multicultural project teams making end-to-end deliveries in SDLC and the Agile-Scrum process for advertising, banking, and insurance companies. He has worked with various MNCs, such as HSBC and the Principal Financial Group. He is currently working with the advertising unit at AlticeUSA.
He is an avid technologist and is always looking to experiment with the next big technology stack for data science. In addition to his work, he also contributes to open source projects and offers consultancy services to start-ups in relation to their technology stacks and business processes.
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If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Table of Contents
Title Page
Copyright and Credits
Hands-On Test Management with Jira
Dedication
About Packt
Why subscribe?
Packt.com
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Introduction to Software Quality Assurance
An Overview of Software Quality Assurance
What is quality?
Why should you care about quality?
Who is responsible for quality?
How do we ensure quality?
Software testing thought process
Quality Management Systems
ISO 9000 series
CMMI
Maturity levels
Software Development Life Cycle versus Software Testing Life Cycle
SDLC
STLC
Types of testing
Preparing test data and managing test artifacts
Managing test artifacts
Summary
Section 2: Jira Environment - An Overview
Getting Started with Jira
What is Jira?
Organizing projects with Jira
Agile project management using Jira
What is Scrum?
Understanding Scrum in detail
Scrum meetings
What is Kanban?
Project initiation and management
How to initiate projects in Jira
Role-based permissions in Jira
Scrum using Jira
Kanban using Jira
Exploring test management plugins for Jira
synapseRT
Zephyr
Test Management
Summary
Understanding Components of Testing with Jira
Requirements
What are requirements?
Issue types
Test suites
What is a test suite?
The test suite in synapseRT
The test suite in Zephyr
The test suite in Test Management
Advantages of test suites
Test plans
What is a test plan?
The test plan in synapseRT
The test plan in Zephyr
The test plan in Test Management
Traceability
What is a traceability matrix?
Types of traceability matrices
Benefits of the traceability matrix
Traceability in synapseRT
Traceability in Zephyr
Traceability in Test Management
Reports
Types of reports
Summary
Section 3: Test Management - Manage and Plan
Test Management Approach
Execution strategy for structured testing with TMap
Ad hoc test runs
synapseRT
Zephyr
Test Management
Execution in test cycles for selected releases
synapseRT
Zephyr
Test management
Best practices for test management
Summary
Test Planning
Creating and organizing a test plan using Jira plugins
synapseRT
Zephyr
The Test Management tool
Defining and implementing the test strategy
Establishing relations between requirements and the test plan
synapseRT
Zephyr
The Test Management tool
Summary
Section 4: Test Management - Design and Execute
Test Design Phase
Creating test cases
Prioritizing test cases
Test case status
Managing test artifacts and their formats
synapseRT
Zephyr
Test Management
Reusing test cases across different projects
synapseRT
Zephyr
Test Management
Organizing test cases in main and subtest suites
synapseRT
Zephyr
Test Management
Summary
Test Execution Phase
Defining test cycles
Adding test cases to the test cycle from the same project
Initializing test cycles
synapseRT
Zephyr
Test Management
Test execution status
Organizing test cycles
Completing test cycles
Adding test cases to the test cycle from a different project
synapseRT
Zephyr
Test Management
Summary
Defect Management Phase
Understanding the importance of logging defects
Creating new defects
How to create defects using Jira plugins
Designing and managing defect workflows in Jira
synapseRT
Linking existing defects to test cases
Changing a test case status with regard to defects
synapseRT
Zephyr
Test Management
Summary
Section 5: Test Management - Monitor and Control
Requirement Management
Creating the Jira issue type as requirement
Creating requirements
Prioritizing requirements
Requirement status
Managing requirement artifacts
Establishing relations between requirements and test cases
synapseRT
Zephyr
Test Management
Summary
Test Execution Status Reporting
Test plan execution reports
synapseRT
Zephyr
Test Management
Ad hoc test run reports
synapseRT
Zephyr
Test Management
Requirement-based reports
synapseRT
Zephyr
Test Management
Defect matrix reports
synapseRT
Zephyr
Test Management
Test suite report
synapseRT
Zephyr
Test Management
Burndown chart
synapseRT
Zephyr
Test Management
Summary
Section 6: Continuous Integration with Jira and Jenkins
Jira Integration with Automated Testing Tools
Understanding the DevOps pipeline
Configuring Jira plugins to connect to Jenkins
synapseRT
Zephyr
Test Management
Example workflow to integrate and execute automated scripts
synapseRT
Zephyr
Test Management
Summary
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Preface
This book will provide a practical understanding of the test management process with Jira. The book presupposes no qualifications on the part of readers trying to streamline their test management processes and will guide you through a step-by-step approach to implementing test management effectively. It focuses on the basic concepts, covering details of the software testing process followed by the organization of test artifacts in Jira. It then explores and contrasts between the three most popular Jira plugins—Zephyr, Test Management, and synapseRT—that are widely used for test management.
Topics covered include creating and managing projects in Jira, creating Jira tickets to manage customer requirements, tracking Jira tickets, creating test plans, test cases, test suites, defects, requirement traceability matrices, and generating reports in Jira. It also covers the best practices for establishing a scalable and effective test management suite in Jira. The book primarily focuses on the following:
Familiarizing users with concepts:The reader starts with learning about software quality assurance thought processes, as well as quality management standards used in the industry, thereby familiarizing themselves with the software development process and phases with the deliverable management generated at each stage of the software development life cycle.
Familiarizing users withtools:The reader will then progress to learn how Jira can be used to organize and manage their Agile projects in Scrum and Kanban. They will also learn about Jira plugins from the Atlassian Marketplacethat will help in test management.
Understanding the test management approach:The reader will then learn how to plan and manage workflow as per their project requirements.
Learn to implement:The reader will then learn in detail the best approaches in terms of selecting various project execution workflows based on the needs of the project, as well as learn different aspects of test planning, test strategy, and test execution.
Monitoring and controlling project activities:The reader will then learn how Jira can help in defining strategy, as well as monitoring and controlling projects using different type reports.
Continuous integration with Jira and Jenkins:The reader will then learn how to configure Jira plugins to create, manage, and execute automated test scripts in Jira using Jenkins.
Who this book is for
This book is for any quality assurance professional, software project manager, or test manager interested in learning to implement test management best practices in their team or organization.
What this book covers
Chapter 1, An Overview of Software Quality Assurance, explains quality assurance thought processes and quality management standards. It also describes the software life cycle, and familiarizes the reader with the deliverables at each stage of the life cycle.
Chapter 2, Getting Started with Jira, covers how Jira can be used to organize and manage our Agile projects in Scrum and Kanban. It also discusses Jira plugins from the Atlassian Marketplace that will help in test management.
Chapter 3, Understanding Components of Testing with Jira, covers in detail how each phase of test management can be performed using the test management plugins in Jira. It also compares the features provided by each plugin.
Chapter 4, Test Management Approach, covers in detail the best approaches to selecting various project execution workflows based on the needs of the project.
Chapter 5, Test Planning, discusses different aspects of test planning and test strategy while understanding the relationship between requirements and the test plan. It also explains how Jira can help us in defining and comparing strategies for our testing needs using the synapseRT, Zephyr, and Test Management tools.
Chapter 6, Test Design Phase, explains the process of test case design and creation. It also explains how to organize test cases and hone our skills in reusing test cases and test data.
Chapter 7, Test Execution Phase, describes the process of test execution and how it will be managed using Jira.
Chapter 8, Defect Management Phase, discusses the importance of defect management and explains how Jira helps us in tracking and managing defects effectively.
Chapter 9, Requirement Management, discusses how Jira issues can be used to track project requirements. It also explains ways in which Jira can be used to link requirements with test cases as requirement coverage.
Chapter 10, Test Execution Status Reporting, explores how Jira can help monitor and control projects using reports. It details various reports offered by Jira.
Chapter 11, Jira Integration with Automated Testing Tools, explores how third-party automated testing tools can be integrated with Jira to manage automated test cases.
To get the most out of this book
We expect readers to understand the basics of the software development process and have some familiarity with Jira. Readers do not need to have any prior knowledge of test management tools, as the book will cover these concepts from the basics through to an advanced level.
To complete this book successfully, readers will require computer systems with at least an Intel Core i3 processor or equivalent, 8 GB RAM, and 4 GB of available storage space. In addition, you will require the following software:
Windows or iOS operating system.
Google Chrome / Firefox Mozilla / Internet Explorer (latest version) browsers
Jira (version 7 onward) with the synaseRT, Zephyr, and Test Management plugins. The version used in this book is 7.
Jenkins (version 2.150 onward).
Eclipse IDE.
Java 8 for Jenkins.
Download the color images
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/9781789954524_ColorImages.pdf
Conventions used
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs,