Testcase Management Plugin

Introduction   #

The Redmineflux Testcase Management Plugin streamlines software testing process by providing a structured approach to test case creation, execution, and reporting. It allows users to define detailed test cases with steps, expected outcomes, and conditions, which can be organized into test suites for better management. The plugin not only facilitates test execution but also provides graphical reports that offer clear insights into test results, making it easier to track progress and identify issues. The reporting section includes various features such as activity summaries, defect reports, tester scorecard reports, milestone reports, and a requirement traceability matrix that links test cases with project requirements. Additionally, the plugin supports milestones for test runs, enabling teams to monitor their progress effectively and ensure comprehensive test coverage. 

Version Compatibility:   #

Redmine Versions: 

• 5.0.x
• 6.0.x 

Installation   #

To install Testcase Management Redmine Plugin follow these steps:-

1. Make sure you have a working installation of Redmine. 
2. Unzip the archive and upload the Testcase_management folder to Redmine/plugins and do not change the folder name. 
3.  Run the following commands to install the require dependencies 
   
   bundle install
   
   1. Run migrate command for database migration 
   
      1. In Production

      RAILS_ENV=Production bundle exec rails redmine:plugins:migrate

      2. In Development 

      RAILS_ENV=Development bundle exec rails redmine:plugins:migrat

   2. Redis is required to handle background jobs for the plugin. Follow these steps to install and start Redis:
   
   3. Install Redis (if not already installed)
   • On Ubuntu/Debian
     sudo apt update

sudo apt install redis-server
     
     
   • On macOS (using Homebrew) 
     brew install redis
   
   4. Start Redis 
       sudo service redis-server start

   5. Install Node.js and Puppeteer 
   
       A Node.js environment is required for the plugin. Follow these steps to set it up
   
   • Ensure Node.js is installed (if not, install it from Node.js Official Website). 
   • Add Puppeteer as a dependency in your package.json file:  
     “puppeteer”: “^22.8.2” 
   • Install Node.js dependencies by running: 
     npm install 
   • Install the necessary browser for Puppeteer: 
     npx puppeteer browsers install chrome 
   
    6. Start Sidekiq for Background Jobs Sidekiq is required to process background jobs for the plugin. Start Sidekiq using
        bundle exec sidekiq

    7. Start Sidekiq for Background Jobs 
        Rails s

Configuration   #

To configure the Redmine Plugin for Testcase Management, follow these steps: 

1. Log in to your Redmine instance using administrative credentials.
2. Navigate to the Administrator tab from the top menu. 
3. Click on Plugins, locate the Testcase Management Plugin, and click on the Configuration link. 
4. In the configuration settings, select the appropriate trackers: 
      Testcase Tracker – Defines test cases. 
      Defect Tracker – Tracks defects linked to test cases. 
      Feature Tracker – Manages feature requests. 
      Optionally, enable the setting to show testcase count in test suites. 
5. Important: Once test cases and defect records are created with the selected trackers, the configuration settings cannot be changed. 
6. Click the Save button to apply the changes. 

Additionally, you can set the Email Reminder Frequency, which determines how often overdue run notification emails are sent.

The plugin configuration also provides two additional tabs: 

• Run Email Template – Customize email templates for run-related notifications. 
• Testcase Email Template – Configure email templates for testcase-related notifications.

These settings help streamline communication and ensure efficient test management. 

Roles & Permissions  #

The Redmine Testcase Management Plugin enables administrators to define roles and assign specific permissions to manage user access effectively. Below is the list of available permissions, which can be configured in the Roles and Permissions section under Administrative Settings. 

Test Suite Management 

• Create Test Suite – Allows users to create test suites. 
  
• Edit Test Suite – Allows users to edit test suites. 
• Delete Test Suite – Allows users to delete test suites.

Test Run Management 

• Create Run – Allows users to create test runs. 
• Edit Run – Allows users to edit test runs. 
• Delete Run – Allows users to delete test runs. 
• Close Run – Allows users to close test runs. 

Test Execution 

• Execute Testcase – Allows users to execute test cases, add results, and create issues or defects linked to test cases. 

Reporting 

• Create Report – Allows users to generate reports based on activities, test cases, and test runs. 
• Edit Report – Allows users to edit reports. 
• Delete Report – Allows users to delete reports. 
• View Report – Allows users to view reports. 

Milestone Management 

• Create Milestone – Allows users to create milestones/releases. 
• Edit Milestone – Allows users to edit milestones. 
• Delete Milestone – Allows users to delete milestones.

To-Do Management 

• View All To-Do’s – Allows users to view all to-dos beyond their own. 

Requirement Management 

• Add Requirement – Allows users to add requirements in the requirement section. 
• Edit Requirement – Allows users to edit requirements in the requirement section. 
• Delete Requirement – Allows users to delete requirements in the requirement section. 

By assigning these permissions to different roles, you can ensure that users only have access to the functionalities they need to perform their jobs effectively. 

How to #

How to Enable Email Notifications for Test Runs and Test Execution in the Testcase Management Plugin  #

To enable email notifications for adding a run, updating a run, and test execution, follow these steps: 

1. Log in with administrative credentials. 
2. Navigate to the Administration section. 
3. Click on the Settings tab. 
4. Go to the Email Notifications tab. 
5. Locate the section titled “Select actions for which email notifications should be sent.“ 
6. Check the boxes for:
   a. Run Added – Sends an email when a new test run is created. 
   b. Run Updated – Sends an email when a test run is modified. 
   c. Test Case Result Added – Sends an email when a test case result is recorded. 
7. Click Save to apply the changes.

By following these steps, users will receive email notifications for test run additions, updates, and test case executions. 

How to Enable and View the Testcase Plugin in a Project  #

To enable the Testcase Management Plugin for a project, follow these steps:

1. Navigate to the Projects tab and select the project where you want to enable the plugin. 
2. Click on the Settings tab in the project menu.
3. Go to the Modules section. 
4. Check the box for Redmineflux Testcase Management to enable the module. 
5. Click Save to apply the changes. 

Once the plugin is enabled, you can access it by navigating to the Testcases tab in the project menu. This will allow you to view and manage test cases for that project. 

How to Create a Milestone  #

To add a milestone in the Testcase Management Plugin Redmine, follow these steps: 

1. Navigate to the Milestone tab from the sidebar. 
2. Click on the Add Milestone button. 
3. A form will appear—enter the required details, including Name, Description, and Due Date. 
4. Once all fields are filled, click the Create button to add the milestone. 

The created milestone can be used as a release in test runs. By following these steps, you can effectively create milestones in the Testcase Management Plugin. 

How to Edit and Delete a Milestone  #

To edit a milestone: 

1. Go to the Milestone tab from the sidebar. 
2. Click on the pencil (edit) icon next to the milestone you want to modify. 
3. Update the necessary fields in the form. 
4. Click the Update button to save the changes. 

To delete a milestone: 

1. Click on the delete icon next to the milestone you want to remove. 
2. A confirmation popup will appear—click the Delete button to confirm. 
3. The milestone will be successfully deleted. 

Closed milestones can be viewed under the Closed tab.

How to Create an Environment  #

To add an environment in the Testcase Management Plugin for Redmine, follow these steps: 

1. Navigate to the Environment tab from the sidebar. 
2. Click on the Add Environment button. 
3. A form will appear—enter the required details, including the Environment Name and select relevant components such as hardware, software, etc. 
4. Once all fields are filled, click the Create button to add the environment. 

The created environments can be used later during run creation. 

How to Edit and Delete an Environment  #

To edit an environment: 

1. Go to the Environment tab from the sidebar. 
2. Click on the pencil (edit) icon next to the environment you want to modify. 
3. Update the necessary fields in the form. 
4. Click the Update button to save the changes. 

To delete a environment: 

1. Click on the delete icon next to the environment you want to remove. 
2. A confirmation popup will appear—click the Delete button to confirm. 
3. The environment will be successfully deleted. 

By following these steps, you can effectively manage environments in the Testcase Management Plugin. 

How to Add a Test Suite  #

To add a Test Suite in the Testcase Management Plugin, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar within the desired project. 
2. Click on the Test Suite sidebar icon to open it. 
3. In the Test Suite sidebar, click on the Add Test Suite icon to create a new test suite. 
4. Enter the Test Suite Name and Description in the form. 
5. Click the Create button to add the test suite. 
   Once the test suite is created, you can start adding test cases to it.  

How to Add a Sub-Test Suite  #

To create a sub-test suite within an existing Test Suite, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar. 
2. Open the Test Suite sidebar by clicking on the corresponding button. This will display all the test suites you have created. 
3. Locate the test suite where you want to add a sub-test suite. 
4. Click on the action icon (commonly represented by a hamburger icon) next to the test suite’s name. 
5. From the menu that appears, select Add Sub-folder. 
6. A pop-up form will appear—enter the Sub-Test Suite Name and Description. 
7. Click the Create button to finalize the addition of the sub-test suite. 

This will create a hierarchical structure within the test suite, allowing better organization of test cases. 

How to Edit a Test Suite  #

To edit an existing Test Suite, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar. 
2. Open the Test Suite sidebar to view the list of available test suites. 
3. Locate the test suite you want to edit. Click on the action icon (hamburger icon) associated with it. 
4. From the menu, select Edit Test Suite. 
5. Modify the name, description, or any other editable fields as needed. 
6. Click Save to apply the changes. 
   

How to Delete a Test Suite  #

To delete an existing Test Suite, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar. 
2. Open the Test Suite sidebar to view the list of available test suites. 
3. Locate the test suite you want to delete. Click on the action icon (right arrow icon) associated with it. 
4. From the menu, select Delete Test Suite. 
5. A confirmation dialog box will appear—click Delete to confirm. 

Note: Deleting a test suite is an irreversible action, so ensure that you want to proceed before confirming. 

By following these steps, you can efficiently create, manage, and organize test suites in the Testcase Management Plugin. 

How to Create a Test Case  #

To add a Test Case in the Testcase Management Plugin, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar 
2. Click on the New Test Case button. 
3. A form will appear—enter the required details, including Subject, Description, Assignee, Watchers, Category, Start Date, Due Date, and Priority. 
4. Optionally, you can provide additional details such as Scenario and Estimation Time for better context. 
5. To define the execution process, click on the New Step button. This will allow you to add individual test steps, where you can enter the Step Description and the Expected Result for each step. 
6. Select a Requirement from the Requirement dropdown to link the test case to a specific requirement. 
7. Once all required fields are filled, click the Create Test Case button to add the test case. 

If you create a test case within a Test Suite, it will remain inside that specific Test Suite. The test case will not be available outside of the assigned test suite and will be accessible only within that suite’s structure. This ensures proper organization and maintains the hierarchy of test cases within the Testcase Management Plugin. 

How to Import Test Cases in the Testcase Management Plugin  #

To import test cases into the Testcase Management Plugin, follow these steps: 

1. Navigate to the Test Cases tab from the sidebar. 
2. Click on the Action Menu Icon and select the Import Test Cases option. 
3. A form will appear—upload the CSV file containing test case data. 
4. Fill in the import settings, including: 
   
   1. Field separator (e.g., comma, semicolon). 
   2. File encoding (e.g., UTF-8, ISO-8859-1). 
   3. Date format (e.g., DD/MM/YYYY, MM/DD/YYYY). 
5. Choose the Test Suite where you want to import the test cases, then click Next. 
6. In the Map Column and Row Layout section, match the columns from your CSV file with the corresponding Test Case fields, then click Next. 
7. In the Map Values section, map CSV column data to Redmine issue statuses: 
   
   1. Example: If your CSV contains “Pending” status and Redmine uses “In Progress,” you can map them. 
   2. Similarly, map Priority and select the Remove HTML option for the subject field if necessary. 
   3. Click Next to proceed. 
   
   
8. You will now see the Import Summary, which displays: 
   
   1. Test cases that can be created without warnings. 
   2. Test cases that can be created with warnings. 
   3. Test cases that cannot be created due to errors. 
   
   
9. Click the Import button—only test cases without errors will be imported. 

By following these steps, you can easily import test cases into the Redmineflux Testcase Management Plugin. 

How to Edit a Test Case  #

To edit a Test Case, follow these steps: 

1. Navigate to the Test Case Detail Page for the test case you want to edit. 
2. In the Action Menu, select Edit Test Case. 
3. The form will open with pre-filled details—modify the necessary fields, such as steps, expected results, or other relevant details. 
4. Click Save to update the test case with the changes. 
   

How to Delete a Test Case  #

To delete a Test Case, follow these steps: 

1. Go to the Test Case Detail Page of the test case you want to delete. 
2. Locate the test case in the tabular list of test cases. 
3. In the Action Menu, select Delete Test Case. 
4. A confirmation prompt will appear—click Delete to confirm. 

Once deleted, the test case will be removed from the Test Suite permanently. 

By following these steps, you can efficiently create, edit, and manage test cases within the Testcase Management Plugin. 

How to Add a Test Case to a Test Suite Using Drag and Drop  #

To add a Test Case to a Test Suite using drag and drop, follow these steps: 

1. Navigate to the Testcase Plugin within the specific project. 
2. Go to the Test Cases tab from the sidebar. 
3. Open the Test Suite sidebar by clicking the corresponding button. 
4. Locate the Test Cases you want to add to a Test Suite. 
5. Select multiple test cases by checking the checkboxes next to them.
6. Click and hold the test case with your mouse cursor, then begin dragging it towards the target Test Suite. 
7. As you drag the test case, move it over the Test Suite sidebar, where the list of available test suites is displayed. 
8. Carefully position the test case over the desired test suite.  
9. Release the mouse button to drop the test case into the target test suite. 
10. A popup will appear with three options: 
    
    • Copy Here – Duplicates the test case into the test suite, maintaining the same data and records. 
    • Move Here – Transfers the test case into the test suite, removing it from its original location. 
    • Cancel –  Aborts the action without making any changes. 
11. Select the appropriate action to finalize the process   

Once completed, the test case will now be part of the selected Test Suite. By following these steps, you can efficiently organize test cases using the drag-and-drop functionality. 

How to Remove Test Cases from a Test Suite  #

To remove Test Cases from a Test Suite in the Testcase Management Plugin, follow these steps: 

1. Navigate to the Testcase Plugin within the specific project. 
2. Go to the Test Cases tab from the sidebar. 
3. Click on the Test Suite from which you want to remove test cases. 
4. Select multiple test cases by checking the checkboxes next to them. 
5. Right-click on any selected checkbox to open the context menu. 
6. In the context menu, click on Remove Test Cases. 
7. If the Test Suite is associated with any Test Run, an error message will be displayed:  
   “Test Suite is already added to a run. Cannot remove test cases.” 
   
8. If the Test Suite is not linked to any Test Run, the selected test cases will be successfully removed. 
   

By following these steps, you can easily remove test cases from a Test Suite in the Testcase Management Plugin. 

How to Add a Requirement to Multiple Test Cases at Once  #

To relate a Requirement to multiple Test Cases in the Testcase Management Plugin, follow these steps: 

1. Navigate to the project where you want to link the requirement. 
2. Go to the Testcases tab in the project menu to access the Testcase Plugin. 
3. From the sidebar, navigate to Test Cases. 
4. Select multiple test cases by checking the checkboxes next to them.
5. Right-click on any selected test case to open the context menu. 
6. In the context menu, scroll to the bottom and find the Requirement option. 
7. Click on the Requirement option and select the requirement you want to link. 
   

Alternative Method: Using Bulk Edit 

1. Select multiple test cases using checkboxes. 
2. Click on the Bulk Edit option. 
3. In the bulk edit form, locate the Requirement field. 
4. Select the requirement you want to associate with the selected test cases. 
5. Click Save to apply changes. 

By following these steps, you can efficiently add a requirement to multiple test cases at once using either the context menu or the bulk edit feature. 

How to Create a Test Run in the Testcase Plugin  #

To create a Test Run in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin within the specific project. 
2. Navigate to the Runs & Results tab from the sidebar. 
3. Click on the Add Run button to start creating a new test run. 
4. A pop-up window will appear with multiple fields. Fill in the required details:
   
   • Run Name – Enter a descriptive name for the test run. 
   • Note (Optional) – Provide additional context or instructions. 
   • Choose Milestone – Select a milestone that was created in the previous step. 
   • State of the Run – Set the initial status, such as New, In Progress, Done, or any other relevant state. 
   • Start Date & End Date – Define the testing period for the run. 
   • Select Environment and Assignee – Choose an environment for testing and assign testers. Multiple environments can be added using the Add button. 
   • Select Test Cases – Choose which test cases to include in the run:  
     
     • Include all test cases – Adds all available test cases to the run. 
     • Select specific test cases – Manually pick individual test cases. 
   • Select Watchers – Add watchers to monitor the test run’s progress. 
5. Once all required information is provided, click the Create button to finalize the test run. 

The newly created Test Run will appear in tabular form within the Runs & Results section. From here, you can view its details and execute test cases. 

By following these steps, you can efficiently create and manage test runs in the Testcase Management Plugin. 

How to Edit a Test Run in the Testcase Plugin  #

To edit a Test Run in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin within the specific project. 
2. Navigate to the Runs & Results tab from the sidebar. This section displays all test runs and their outcomes. 
3. Locate the Test Run you want to edit and click on its Action Button. A toggle menu will appear with multiple options—select Edit Run to begin editing. 
4. A pop-up window will appear, allowing you to modify the following details: 
   
   • Run Name – Update the test run’s name.  
   • Note – Modify or add additional context. 
   • Milestone – Change the milestone associated with the run. 
   • State of the Run – Update the status to New, In Progress, Done, or another relevant state.
   • Start Date & End Date – Adjust the testing period for the run. 
   • Environments & Assignees – Modify environments and assign testers. You can add or remove environments using the Add button. 
   • Select Test Cases – Change the test cases included in the run. You have two options 
     
     • Include all test cases – Adds all available test cases. 
     • Select specific test cases – Manually pick individual test cases. 
   • Select Watchers – Add watchers to monitor the test run’s progress. 
5. After making the necessary changes, click the Update button to save the modifications. 

Once updated, the Test Run will reflect the changes in the Runs & Results section. 

By following these steps, you can efficiently update and manage test runs in the Testcase Management Plugin. 

How to Delete a Test Run in the Testcase Plugin  #

To delete a Test Run in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Runs & Results tab from the sidebar. This section lists all test runs and their outcomes. 
3. Locate the Test Run you want to delete and click on its Action Button. A toggle menu will appear with multiple options—select Delete Run to begin the deletion process. 
4. A confirmation prompt will appear to prevent accidental deletions. Review the prompt to ensure you are deleting the correct test run. 
5. Click the Delete button to confirm. This action will permanently remove the test run from the Testcase Management Plugin. 

By following these steps, you can efficiently delete a Test Run from the Testcase Management Plugin. 

How to Close a Test Run in the Testcase Plugin  #

To close a Test Run in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Runs & Results tab from the sidebar. This section lists all test runs and their outcomes. 
3. Locate the Test Run you want to delete and click on its Action Button. A toggle menu will appear with multiple options—select Close Run to initiate the closing process. 
4. A confirmation prompt may appear to ensure you want to close the run. Click the Close Run button to confirm.
5. Once the run is successfully closed, it will no longer appear in the active runs list. To view closed runs, navigate to the Closed tab within the Runs & Results page. 

By following these steps, you can efficiently close a Test Run in the Testcase Management Plugin and track completed test executions. 

How to Execute Test Cases Within a Test Run  #

To execute a Test Run in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for your specific project by navigating to the Runs & Results tab from the sidebar. 
2. Click on the Run Name you want to execute. This will display all test cases associated with the run. 
3. Select the Environment in which you want to execute the test case. You can change the environment by selecting it from the options available near the run name. 
4. To add a result for a specific test case, click on the Result field next to it. 
5. A pop-up window will appear, prompting you to select the status of the test case. Available statuses include: 
      a. Untested, Passed, Failed, Retest, Blocked, Skipped 
6. If the test case status is set to Failed or Blocked, a Report Bug button will appear. Clicking on this button allows you to create a new defect directly linked to the failed test case and test run. 
7. You can also relate an existing defect by searching for it in the search box and selecting the appropriate bug. Once selected, the bug will be linked to the test case within the specific run and environment. 
8. Optionally, you can: 
   
   1. Attach files as evidence or for documentation purposes. 
   2. Add a note to provide additional details about the test execution. 
9. Click the Save button to update the test case status. This action records the result and ensures proper tracking of all test executions. 
10. Once saved, the system automatically updates a visual chart, reflecting the test outcomes with color-coded statuses. This provides clear and immediate feedback on the overall progress of the test run. 

By following these steps, you can efficiently execute test cases within a Test Run in the Testcase Management Plugin, ensuring accurate tracking and reporting of test results. 

How to Execute Test Cases from the Test Case Detail Page  #

To execute a Test Case from the Test Case Detail Page in the Testcase Management Plugin, follow these steps: 

1. Search for the Test Case and open its Detail Page. 
2. Locate the Test Case Execution section. 
3. Select the Run and its corresponding Environment in which you want to execute the test case. 
4. Click on the Status Button next to the Result field. 
5. Steps 5–9 are the same as executing from the test run: 
   
   1. Select the Run and Environment where you want to execute the test case. 
   2. Click on the Result field and choose the execution status. 
   3. If Failed or Blocked, use the Report Bug option or link an existing defect. 
   4. Attach files or add notes if needed. 
   5. Click Save to update the execution status. 

By following these steps, you can efficiently execute test cases from a Test Case Detail Page in the Testcase Management Plugin. 

How to Filter Test Cases Based on Defects in the Testcase Plugin  #

To filter Test Cases in a Test Run based on whether they have defects or not, follow these steps: 

1. Access the Testcase Plugin for your specific project by navigating to the Runs & Results tab from the sidebar. 
2. Click on the Run Name you want to view. This will display all test cases associated with the run. 
3. Click on the Filter Button, which will open a dropdown with multiple filtering options. 
4. Look for the Defect Status filter and choose one of the following options: 
   
   1. With Defect – Displays only test cases that are linked to defects. 
   2. Without Defect – Displays only test cases that have no associated defects. 
5. You can combine this filter with other options such as Priority, Run Result, Created At, or Updated At for more refined results. 
6. Click the Apply Filters button to filter the test cases accordingly. 
7. To reset the filters and view all test cases, click the Clear button in the filter popup. 

By following these steps, you can easily filter test cases in a Test Run based on whether they are linked to defects or not in the Testcase Management Plugin. 

How to View All Executed Test Cases in the Testcase Plugin  #

To see all executed test cases in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the desired project. 
2. Navigate to the overview tab from the sidebar. 
3. Here, you will see a graph displaying executed test cases based on the selected date range. 
4. The graph provides insights into test case execution on specific dates, showing how many test cases were Passed, Failed, Retested, Blocked, or Skipped on each day. 
5. There is also a filter option that allows you to refine the execution results based on:    
   1. Activity – Filter test cases based on recent execution activities. 
   2. Defect – View test cases linked to defects. 
   3. Result – Filter by execution status (e.g., Passed, Failed, Skipped). 
6. Apply the desired filters to analyze specific test execution data. 

By following these steps, you can efficiently track, filter, and analyze all executed test cases within the Testcase Management Plugin. 

How to View the Latest Executed Runs in the Testcase Plugin  #

To review the latest executed runs within the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the desired project. 
2. From the left sidebar, click on Overview. 
3. Scroll down to locate the Execution Details tab, which is displayed below the graph. 
4. Here, you will find a list of the latest executed test runs, including their execution status and results 

By following these steps, you can easily track and analyze the most recent Test Runs within the Testcase Management Plugin. 

How to View Activity in the Testcase Plugin  #

To track user activities within the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the desired project. 
2. From the left sidebar, click on Overview. 
3. Locate the Activity tab, positioned alongside the graph displaying test case executions. 
4. By default, the most recent activities of the current day will be displayed. 
5. To view the complete activity log, click on the “View All” link. 

By following these steps, you can efficiently track who performed which actions and when they were executed within the Testcase Management Plugin. 

How to View Recent To-Do’s in the Testcase Plugin  #

To review To-Do’s within the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the desired project. 
2. From the left sidebar, click on Overview. 
3. Locate the To-Do’s section, which is displayed below the graph showing runs that are currently In Progress. 
4. By default, only a few To-Do’s will be displayed. 
5. To view all To-Do’s, click on the “View All” link. 

By following these steps, you can efficiently track and manage To-Do’s within the Testcase Management Plugin. 

How to See Progress Based on Milestones  #

To track progress based on milestones, follow these steps: 

1. Access the Testcase Plugin for the desired project. 
2. From the left sidebar, click on Overview. 
3. Locate the Milestone section, which is displayed below the graph showing the progress bars of all runs included in the milestone. 
4. To view all milestones, click on the “View All” link. 

By following these steps, you can effectively track milestone progress and ensure that testing activities align with project timelines. 

How to View To-Do’s in the Testcase Plugin  #

To access To-Do’s within the Testcase Management Plugin, follow these steps: 

1. Navigate to the project where you want to view To-Do’s. 
2. Click on the Testcases tab in the project menu. 
3. From the sidebar, go to the To-Do tab. 
4. If the user is an admin or has the necessary permissions, they can view all To-Do’s for members of the current project. 
5. If the user does not have admin privileges, they will only be able to view their own To-Do’s. 
6. The user can download To-Do graphs in multiple formats, including SVG, PNG, and CSV. 
7. Users can also view the test runs and test cases they are associated with. 

By following these steps, you can efficiently track and manage To-Do’s in the Testcase Management Plugin. 

How to Create Reports in the Testcase Plugin  #

To create a Report in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Reports tab from the sidebar. 
3. Click on the New Report button to initiate the report creation process. 
   
   1. A form will appear, prompting you to enter general details such as: 
   2. Report Name – Provide a meaningful name for the report. 
   3. Description – Enter a brief description of the report. 
   4. Run Selection – Choose whether to include all runs or specific selected runs. 
   5. Report Scheduling – Choose to generate the report immediately (Right Now) or schedule it for later. 
   6. Email Notifications – Enter the email IDs of users who should receive a notification when the report is generated. 
4. Select the Report Format – Based on the chosen report type, additional form fields will appear. The available report types include: 
   
   1. Testcase Summary Report – Displays the current status of test cases (Passed, Failed, Skipped, Retest, Blocked) for the selected test runs. 
   2. Defect Summary – Lists defects associated with each test case in the selected runs, providing insights into failure reasons. 
   3. Activity Summary – Summarizes test case execution based on the selected date range and test runs, showing recent activities. 
   4. Tester Scorecard – Evaluates tester performance by tracking the number of test cases executed by each QA and calculating their efficiency. 
   5. Requirement Coverage Report – Calculates the percentage of completed requirements in the selected test runs. 
   6. Overdue Run Summary – Displays reports of test runs that are past their due date but remain incomplete. 
   7. Milestone Report – Displays the status of selected milestones, showing progress and completion rates. 
5. Click the Create Report button to generate the report. 

By following these steps, you can create and customize reports in the Testcase Management Plugin, ensuring detailed insights into test execution, defects, and tester performance. 

How to View Reports in the Testcase Plugin  #

To view reports in the Testcase Management Plugin, follow these steps: 

1. Navigate to the project where you want to view reports. 
2. Click on the Testcases tab in the project menu to access the Testcase Plugin. 
3. From the sidebar, go to the Reports tab. 
4. Click on the name of the report you want to view. 
5. You can download the report in PDF and HTML formats for offline access. 
   

How to Edit a Report in the Testcase Plugin  #

To edit an existing report in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Reports tab from the sidebar. 
3. Locate the report you want to edit and click on the Edit button. 
4. A form will appear on a new page, allowing you to: 
   1. Update the Report Name 
   2. Modify the Description 
   3. Adjust other required fields as needed 
5. After making the necessary changes, click the Update button to save your modifications. 
   

How to Delete a Report in the Testcase Plugin  #

To delete a report in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Reports tab from the sidebar. 
3. Locate the report you want to delete and click on the Delete button. 
4. A confirmation prompt will appear to prevent accidental deletion. 
5. Review the prompt and click Delete to confirm. 

Once deleted, the report will be permanently removed from the Testcase Management Plugin. 

By following these steps, you can easily view, edit, and delete reports within the Testcase Management Plugin. 

How to Create a Requirement Document in the Testcase Plugin  #

To create a Requirement document in the Testcase Management Plugin, follow these steps: 

1. Access the Testcase Plugin for the specific project. 
2. Navigate to the Requirement tab from the sidebar. 
3. Click on the plus (+) icon to create a new requirement. A form will appear. 
4. Enter the name of the requirement and submit the form. 
5. A blank page will be created where you can write the requirement details. 
6. To link a Test Case, type “#”, and as soon as you press the # key, a list of available test cases will be displayed. 
7. Select a test case from the list. The Test Case ID and subject will be automatically linked within the requirement article. 
8. This creates a direct reference to the test case, making it easier to access relevant test cases from within the requirement. 
9. To mention a user, type “@”, and as soon as you press the @ key, a list of users will appear. 
10. Select a user from the list, and their name will be tagged within the requirement, allowing better collaboration and notifications. 
11. When creating a Requirement, you have the option to select ” select Requirement Template” during the process. 
12. This will generate a requirement template along with the requirement, allowing you to structure and document details efficiently. 

By following these steps, you can efficiently create and manage Requirements while linking relevant Test Cases in the Testcase Management Plugin. 

How to Delete the Requirement Document  #

To Delete the Requirement Document Heading: 

1. Open the Requirement page. 
2. Locate the delete icon on the right side of the page. 
3. Click on the delete icon, and a confirmation prompt will appear. 
4. Confirm the deletion to permanently remove the requirement document. 

By following these steps, you can easily delete a Requirement Document in the Testcase Management Plugin. 

How to View the Traceability Matrix in the Testcase Management Plugin  #

1. Navigate to the project where you want to view the Traceability Matrix. 
2. Click on the Testcases tab in the project menu to access the Testcase Plugin. 
3. From the sidebar, go to the Traceability Matrix tab. 
4. In the Traceability Matrix, you can view 
   
   1. The number of requirements linked to test cases. 
   2. The number of defects associated with those test cases. 

By following these steps, you can easily track test coverage and requirement validation within the Testcase Management Plugin. 

Troubleshooting  #

If you encounter any issues or problems with Redmineflux Testcase Management plugin, you can follow these troubleshooting steps to resolve them: 

• Clear your browser cache: Sometime, browser cache can interfere with the proper functioning of plugins. Clear your browser cache and try again. 
• Check plugin compatibility: Ensure that the installed version of Testcase Management Plugin is compatible with your Redmine installation. 
• Restart Redmine server: Restarting Redmine and server can often resolve temporary issues or conflicts. Restart the Redmine application server, and then try again. 
• Verify plugin installation: Double check the Testcase Management Plugin to be correctly installed and enabled in your projects. 
• Disable conflicting Plugins: Conflicts between different plugins can cause issues. Temporarily disable any other plugins that may be conflicting with the Testcase management Plugin and see if the issue persists. If the problem resolves, try enabling the conflicting plugins one by one to identify the specific conflict. 
  
• Report the Issue: If you are unable to resolve the issue, consider reporting it to the plugin’s developers or support team. Provide detailed information about the problem, including steps to reproduce it and any error messages encountered.  

Frequently Asked Questions (FAQs)  #

Uninstallation of Plugin  #

To uninstall the Redmineflux Testcase Management Plugin, follow these steps: 

• Go to Testcase management plugins directory in Redmine. 
• Delete the entire Testcase management plugin directory from Redmine/plugins directory. This step removes the plugin files from your Redmine installation. 
• If the plugin required a migration, run the following command to downgrade your database (make a db backup before): 
  Bundle exec rake redmine:plugins:migrate Name=plugin name VERSION=0   RAILS_ENV=production 
• Restart the Redmine server to see the changes. 
• This will uninstall the Redmineflux Testcase Management Plugin from Redmine. 

Conclusion:  #

In summary, the Redmineflux Testcase Management Plugin significantly optimizes software testing by facilitating easy creation, organization, and execution of test cases and suites. Its graphical results presentation feature enhances the efficiency and clarity of the testing process, making it an indispensable tool for improving software quality within development and QA teams.