Lesson 1: Specify the test environment

Use the Test Environments section of the test plan to specify the test environments where the test plan must be executed. You can use this information to determine the environments to be tested for each test case.

Before you begin

This tutorial depends on artifacts that you create in a previous tutorial. You must complete the lessons in the Work with requirements and the formal review process tutorial before you begin this lesson.

About this task

In this tutorial, you will generate test execution records for the test case (QM Tutorial) Donor can choose to support multiple organizations. Test case execution records specify the hardware and software environments for execution. Before you generate the test case execution records, list the environments to be tested in the Test Environment section to ensure that they are tested. In this lesson, you log in as the tester and define the environments. If you approved the test plan in a previous tutorial, you must reopen it to make changes.


  1. If you have not already done so, log in as the tester (User ID: tanuj, Password: tanuj).
  2. If you do not have the Development Test test plan open, click Planning > Browse Test Plans.
  3. From the list of test plans, click Development Test in the Name column. The test plan opens in the test plan editor.
    Note: If you approved the test plan in a previous tutorial, you must reopen it to make changes. In the Action menu, select Reopen and click Save.
  4. From the table of contents, click the Test Environments section. The Platform Coverage page opens by default.
  5. Click the Manage the platforms to be covered icon (Edit) to display the Available Environment Options dialog box, where you can select the environments to test.
  6. To select application servers:
    1. From the Environment Types list, select Application Server.
    2. In Available, click Liberty, and then click the arrow.
  7. To select operating systems:
    1. From the Environment Types list, select Operating System.
    2. In Available, click Linux, and then click the single arrow.
    Note: You can also add attributes for CPU, database, management agent, and test adapter.
  8. When you have finished making all selections, click OK, and then save the test plan.
    The Platform Coverage tab looks like this:The Platform Coverage tab
  9. Click Save.
  10. Click the Test Environment tab to list the actual environment combinations that are available for testing on test lab machines.
  11. Click the Generate New Test Environments icon (Generate new test environments). The Generate Test Environments wizard opens.
  12. In the Environment section, select ALL in each of these fields: Browsers, Database, Application Server, and Operating System.
  13. You can include and exclude specific combinations to test. In this lesson, you exclude a combination:
    1. Click Advanced Properties.
    2. Click the Exclusions tab, and then click the Add Exclusion icon (Add).
    3. From the lists, select Firefox, Db2, Tomcat, and Linux.
    4. Click OK.
  14. Click Next, and review the test environments. Two configurations are listed, based on the combinations that you selected on the previous screen.
    Note: If you had not excluded the combination of Tomcat, Db2®, Firefox, and Linux®, it would be listed as the third test environment.
  15. To make changes, click Previous; otherwise, click Finish.
  16. Save the test plan.


The Test Environments section includes the two environments that you created along with a test environment that was already included in the plan.

Lesson checkpoint

In this lesson, you learned the following:
  • Reopen a test plan that was previously approved.
  • Add the platform coverage information to the Test Environments section of a test plan.
  • Generate actual test environment for the test plan based on the details provided in the Test Environment section.

What to do next

In the next lesson, you continue as the tester and use these test environments to generate test case execution records.