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Test Automation

RIA Test Automation is a versatile software testing solution developed by RIA Advisory to streamline and enhance the testing process for enterprise applications. Initially created to address the challenges of efficient regression testing in internal projects, it has now grown into a robust tool that can adapt to any enterprise system, providing complete end-to-end testing capabilities.

This tool especially supports various Oracle products, including Oracle Revenue Management and Billing (ORMB), Customer-to-Meter (C2M), Utilities Customer Cloud Service (CCS), and Meter Data Management (MDM). However, its flexible architecture allows for seamless integration across diverse business applications. Test Automation facilitates thorough testing across APIs, batch processes, and user interface interactions, enabling you to deliver quality software while minimizing the effort and costs involved in the testing process.

Getting Started

Learn more about Test Automation and how to install it.

    Dashboard

    Monitor your test projects and executions.

      Test Projects

      Manage your test projects, environments, and variables.

        Test Flow

        Create and configure your test flows.

          Test Results

          Review your test results.

            1 - Getting Started

            1.1 - Upgrade to TA v3

            When upgrading the Test Automation from version 2.8 to 3.0, take note of the following configuration changes.

            Removed modules

            • External Systems module
            • Services module has been replaced by Step module
            • Scenario-Level linking/chaining
            • Scenario-Level datasets
            • Test Suite templates have been replaced by Test Flows
            • Assertion mapping at the services level

            Renamed modules

            • Features module has been renamed to Collections
            • Validations module has been renamed to Assertions

            1.2 - Quickstart Guide

            Overview

            When using Test Automation, it is advisable to utilize Starter Packs for streamlined configurations and efficient implementations. However, should you opt for creating all modules from the ground up, see General configuration.

            Prerequisites

            Kubernetes and Helm requirements

            • Kubernetes version 1.28 or higher
              • ingress-nginx
              • cert-manager
              • PostgreSQL database with TA DB Pack
              • Ocular Framework (if ocular will be used as auth)
            • Helm version 3.0 or higher

            System requirements

            The following are the minimum requirements for machines running Test Automation:

            SpecificationMinimum requirement
            CPU2 vCPU
            Memory8 GB
            Storage50 GB

            Prerequisite packages

            Test Automation offers two prerequisite packages — Bundles and Configuration Migration Assistant (CMA). These packages serve as the foundation for Test Automation to operate. Before installation, you are required to deploy only one of the two packages to ensure the functionality of Test Automation. For more information, see Prerequisite packages.

            Selenium IDE plugin

            Selenium IDE plugin is a third-party browser plugin that needs to be installed in your browsers. This plugin is the primary tool used for scenarios involving UI recordings.

            To install a Selenium IDE plugin, see Getting Started in the Selenium IDE documentation.

            Starter Packs

            Starter packs are sets of pre-defined scenarios that you can employ for your testing projects. These scenarios cover a wide range of diverse testing situations, enabling you to begin your testing project effortlessly and efficiently. This ensures comprehensive coverage of crucial testing scenarios right from the start.

            Test Automation offers the following starter packs for the following industries:

            • Banking — To see the list of pre-defined scenarios for the banking industry, see Banking starter pack.
            • Healthcare — To see the list of pre-defined scenarios for the healthcare industry, see Healthcare starter pack.
            • Utilities — To see the list of pre-defined scenarios for the utilities industry, see Utilities starter pack.

            Use a starter pack

            To use a starter pack, follow these steps:

            1. Install Test Automation.
            2. Ensure that all the Prerequisites are met.
            3. Ensure that all the Required Test Automation actions have been completed.
            4. Modify your test data. For more information, see Dataset.
            5. Optional: If you are using a custom API, ensure that you have modified the Payload Details in the Services module.
            6. Navigate to Flow. To run a test flow, see Run a test flow.
            7. View your test results in Results. For more information, see Results.

            Required Test Automation actions

            Environment configuration and authentication details

            Before running the test, ensure that the testing environment is properly set up and configured. This includes specifying the necessary credentials and database details for accessing the configured environment. For more information, see Environments.

            General configuration

            If you decide to customize all modules, follow these steps:

            1. Verify that all the Prerequisites are met.
            2. Install Test Automation.
            3. Create a project.
            4. Create a step for the created project.
            5. Create an assertion for the created project.
            6. Create a dataset.
            7. Run a test flow.
            8. View the results.

            1.2.1 - Prerequisite Packages

            Overview

            Test Automation offers two prerequisite packages — Bundles and Configuration Migration Assistant (CMA). These packages serve as the foundation for the operation of Test Automation.

            Services

            The following are the services included in a pre-requisite package:

            ServiceService TypeDescription
            TA-IWSRestCatalogInbound web serviceReturns the catalog of REST-based web services with details based on the REST web service catalog.
            TA-GetOpenAPISpecInbound web serviceGenerates the OpenAPI Specification for a given REST Inbound Web Service and version of OpenAPI Specification.
            TA-GetBatcCtInbound web serviceRetrieve batch controls configured on the extendable lookup TA-AutomationBatchControls and their corresponding value TA-ValidAutomationBatchControls.
            TA-RestBatchSubmissionInbound web serviceProvides functionalities to manage and monitor batch jobs through RESTful APIs.
            TA-BatchStatsInbound web serviceReturns the statistics of a batch job, including the number of records processed, the threadpool used, start time, and end time.
            TA-BatchJobSubmissionBusiness serviceSubmits a batch job instance for a given batch control.
            TA-CheckBatchJobStatusBusiness serviceReturns the status of a batch job run, such as Started, Pending, or Ended.
            TA-GetBatchControlBusiness serviceReturns the details of a given batch control.
            TA-GetBatchRunStatusBusiness serviceRetrieves the status and run number of a batch run for a given batch control.
            TA-BatchErrorBusiness serviceReturns an error message when a batch run encounters any error.

            Bundles

            Test Automation integrates with ORMB through the use of REST APIs. Components that may not be readily available in the base or framework version of ORMB can be added by importing bundles. This simplifies the integration process by removing the need to create new APIs.

            Download

            You can download the bundles here.

            Apply a bundle on your ORMB web application

            1. Log in to your ORMB web application.
            2. On the Admin Menu, click B > Bundle Import > Add.
            3. On the Bundle Import popup window, input a value for the External Reference and Detailed Description fields.
            4. Open a downloaded bundle XML file and copy the contents. Then, paste the contents to the Bundle Details field on the Bundle Import popup window.
            5. Click Save. The Bundle Import popup window will be closed upon clicking Save.
            6. On Main > Bundle Import > Record Actions, click Apply.

            Configuration Migration Assistant (CMA)

            CMA is a set of pre-defined configurations and SQL queries, such as Inbound web services, that help trigger batch executions and check the status of these executions.

            Download

            If you are using a TA Banking starter pack or an ORMB environment, download the files here.

            If you are using a C2M environment, download the files here.

            Import CMA files to your OUAF environment

            1. Run the downloaded streamlineCMAProcess_script.sql in both the source and target environments.
            2. Copy the created migration data export file, TA-EXPFINAL.cma, and paste it into the target environment:
              • If you are using ORMB 5.0, /u01/app/sploutput/ORMB5000/F1_CMA_FILES/export.
              • If you are using ORMB 6.0, /u01/app/sploutput/ORMB6000/F1_CMA_FILES/export.
            3. Import the C2M_TA_C2M_Pre_Requisite.cma dataset to your target environment.

            1.2.1.1 - TA Downloads

            Overview

            The downloads were generated using the following environment versions:

            ORMB 6.0.0.0

            • Customer Release V4.5.0.1.1 000 000
            • Oracle Revenue Management and Billing for Financial Services V6.0.0.0.0 205149 000
            • Oracle Utilities Application Framework V4.5.0.1.1 008 000

            C2M 2.7.0.3

            • Customer Release V4.3.0.4.0 000 000
            • Oracle Utilities Customer To Meter V2.7.0.3.0 024 000
            • Oracle Utilities Customer Care and Billing V2.7.0.3.0 078 000
            • Oracle Utilities Meter Data Management V2.3.0.2.0 082 000
            • Oracle Utilities Work and Asset Management V2.2.0.6.0 096 000
            • Oracle Utilities Application Framework V4.4.0.2.0 008 000

            C2M 2.9.0.1

            • Customer Release V4.3.0.4.0 000 000
            • Oracle Utilities Customer To Meter V2.9.0.1.1 110 000
            • Oracle Utilities Customer Care and Billing V2.9.0.1.1 101 000
            • Oracle Utilities Meter Data Management V2.5.0.1.1 102 000
            • Oracle Utilities Work and Asset Management V2.4.0.1.1 103 000
            • Oracle Utilities Application Framework V4.5.0.1.1 008 000

            The following are the items for which the packages are created:

            • Field: TA_FIELD_CONFIG_LBL
            • Zone: TA-SERBATCTL
            • Business Object: TA-AutomationBatchControls
            • Extendable Lookup: TA-AutomationBatchControls, TA-ValidAutomationBatchControls
            • Service Script: TA-GetBatcCt
            • IWS: TA-GetBatcCt
            • IWS: TA-IWSRestCatalog
            • IWS: TA-GetOpenAPISpec
            • Zone: TA-GETBTRNST
            • Business Service: TA-BatchJobSubmission
            • Business Service: TA-CheckBatchJobStatus
            • Business Service: TA-GetBatchControl
            • Business Service: TA-GetBatchRunStatus
            • IWS: TA-RestBatchSubmission
            • Zone: TA-BATCHSTAT
            • Zone: TA-BATCHERR
            • BS: TA-BatchStatus
            • BS: TA-BatchError
            • IWS: TA-BatchStats

            C2M downloads

            VersionCMAPrerequisite bundle
            2.9.0.1TA_C2M_Pre_Requisite.cmaTA-IWS_Service_Prereq_Bundle_C2M_2.9.0.1.xml
            2.7.0.3TA_C2M_Pre_Requisite.cmaTA-IWS_Service_Prereq_Bundle_C2M_2.7.0.3.xml

            ORMB downloads

            VersionJSONPrerequisite bundle
            6.0.0.0TA - ORMB IWS Services.postman_collection.jsonTA-IWS_Service_Prereq_Bundle_ORMB_6.0.0.0.xml
            4.0.0.0TA - ORMB IWS Services.postman_collection.jsonTA-IWS_Service_Prereq_Bundle_ORMB_4.0.0.0.xml
            2.9.0.0TA - ORMB IWS Services.postman_collection.jsonTA-IWS_Service_Prereq_Bundle_ORMB_4.0.0.0.xml

            1.2.1.2 - Batch prerequisites

            Add batches

            To ensure batches are loaded in Test Automation (TA) tool and configured for execution, you need to ensure following steps are followed for every configured OUAF environment in TA.

            1. Navigate to Admin > E > Extendable lookup.
              You can also enter /Extendable lookup in the search bar.
            2. Enter TA-AutomationBatchControls in the Business Object field. Click Search.
            3. Click the link in the Description column of the TA-AutomationBatchControls object.
            4. Click the edit icon for the TA-AutomationBatchControls in the Extendable Lookup Value List.
            5. Click + in the Field Configurations section of the Extendable Lookup window.
            6. Enter the batch name under the Batch Control column.
            7. Copy the automatically generated description to the Description column. If the batch name is incorrect, the description will not be generated. Click Save.
            8. Repeat Steps 7-8 for all other batches that will be configured in TA.

            Troubleshooting

            Batches are still not loading

            • Ensure the required OUAF environment from which the batches need to load is set up as default.
            • Ensure if the Authentication type is correct.
            • Ensure the OUAF environment is whitelisted.

            1.2.1.3 - IWS prerequisites

            Add services

            To ensure configured IWS are loaded in Test Automation (TA) tool and configured for execution, you need to ensure that the following steps are followed for every configured OUAF environment in TA.

            1. Navigate to Admin > W > Extendable lookup page.
              You can either click or enter `/Web Service Catalog` in the search bar.
            2. Click the broadcast button beside the REST Web Service Class.
            3. Select all the required services in the Candidate Services section, then click Add to Catalog.

            Troubleshooting

            REST Catalogs are not loading

            • Ensure the required OUAF environment from which the IWS services need to load is set up as default.
            • Ensure if the Authentication type is correct.
            • Ensure that the OUAF environment is whitelisted.

            1.2.2 - Banking Starter Pack

            Overview

            This documentation lists all scenarios defined in the Banking starter pack. To use a starter pack, ensure that you have already completed the steps in Use a starter pack.

            Customer onboarding test scenarios

            Test scenariosService typeDescription and Query
            Create a customer
            • API
            • UI

            Creates a user with the following details using API:

            • Customer ID number — ID number registered in the banking database.
            • Address — Home or work address of the user registered in the banking database.
            • Division — Specifies the division where the user is registered.
            //Input - Customer Identifier
            

            SELECT a.PER_ID_NBR CUST_IDENTIFIER ,b.ADDRESS1 ADDR_LINE1 ,b.ADDRESS2 ADDR_LINE2 ,b.ADDRESS3 ADDR_LINE3 ,b.ADDRESS4 ADDR_LINE4 ,b.CITY CITY ,b.POSTAL POSTAL_ID ,b.cis_division DIVISION FROM CI_PER_ID a ,CI_PER b ,c1_address_entity c ,CI_CIS_DIVISION d WHERE a.PER_ID_NBR = :F1 –Customer Identifier AND a.PER_ID = b.per_id AND c.ENTITY_ID = b.per_id AND b.cis_division = d.CIS_DIVISION

            Create an account and contract

            • API
            • UI

            Creates a bank account with the following details using API:

            • Account number — Account number of the user as stored in the banking database
            • Account type — Specifies the account type of the account number.
            • Account start date — Specifies when the account became active.
            • Contract type — Type of the contract associated with the account number.
            • Contract status — Describes the current status of the contract.
            • Contract start date — Specifies when the contract became active.
            //Input - Account Identifier

            SELECT a.ACCT_NBR ACCT_IDENTIFIER ,a.ACCT_NBR_TYPE_CD ACCT_TYPE ,b.SETUP_DT ACCT_STRT_DT ,c.SA_TYPE_CD CONTRACT_TYPE FROM CI_ACCT_NBR a ,CI_ACCT b ,CI_SA c WHERE a.acct_id = b.acct_id AND a.ACCT_NBR = :F1 – Account Identifier AND b.acct_id = c.acct_id

            Create parent-child relationship
            • API
            • UI

            Links a child’s account to their parent’s account.

            //Input - Parent Customer Identifier

            SELECT PARENT_PER_NBR ,CHILD_PER_NBR ,A.PER_REL_TYPE_CD ,TO_CHAR(A.START_DT, ‘DD-MON-YYYY’) START_DATE FROM CI_PER_PER A ,( SELECT PER_ID PARENT_PER_ID ,PER_ID_NBR PARENT_PER_NBR FROM CI_PER_ID ) ,( SELECT PER_ID CHILD_PER_ID ,PER_ID_NBR CHILD_PER_NBR FROM CI_PER_ID ) WHERE A.PER_ID1 = PARENT_PER_ID AND PER_ID2 = CHILD_PER_ID AND CHILD_PER_NBR = :F1 – Child Customer

            Update customer details

            • API

            Updates the details of a customer. The Person ID number value cannot be updated, but the following can be:

            • Customer identifier
            • Email ID
            • Phone number
            • Address line 1
            • Address lne 2
            • Address line 3
            • Address line 4x
            • City
            • Postal ID
            • Division
            //Input - Person Identifier

            SELECT a.PER_ID_NBR CUST_IDENTIFIER ,b.per_id CUST_ID ,b.ADDRESS1 ADDR_LINE1 ,b.ADDRESS2 ADDR_LINE2 ,b.ADDRESS3 ADDR_LINE3 ,b.ADDRESS4 ADDR_LINE4 ,b.CITY CITY ,b.POSTAL POSTAL_ID ,b.cis_division DIVISION FROM CI_PER_ID a ,CI_PER b ,c1_address_entity c ,CI_CIS_DIVISION d WHERE a.PER_ID_NBR = :F1 – Person Identifier AND a.PER_ID = b.per_id AND c.ENTITY_ID = b.per_id AND b.cis_division = d.CIS_DIVISION

            //Input - Parent Customer Identifier

            SELECT a.PER_ID1 PARENT_ID ,a.PER_ID2 CHILD_ID ,( SELECT per_id_nbr FROM ci_per_id WHERE a.per_id2 = per_id ) Child_Identifier FROM ci_per_per a ,ci_per_id b WHERE b.PER_ID_NBR = ‘ABCD01’ – Parent Customer Identifier AND a.per_id1 = b.per_id; //Input - Person Identifier

            select B.PER_ID_NBR, c.DESCR Char_Type , PER_ID_NBR Char_Value from CI_PER_ID b , CI_ID_TYPE_l c where B.PER_ID IN( select Per_id from CI_PER_ID where PER_ID_NBR = ‘87009953’) – Person Identifier and b.ID_TYPE_CD = c.ID_TYPE_CD;

            Update account details
            • API

            Updates the details of an account. The Account number and Zone values cannot be updated, but the following can be:

            • Effective date
            • Char type
            • Char value
            • Bill cycle
            • Currency
            //Input - Account Identifier
            
            SELECT a.ACCT_ID
            ,a.EFFDT
            ,b.DESCR CHAR_TYPE
            ,decode(trim(a.CHAR_VAL), NULL, a.ADHOC_CHAR_VAL, a.CHAR_VAL) Char_Value
            ,d.BILL_CYC_CD
            ,d.CURRENCY_CD
            FROM ci_acct_char a
            ,ci_char_type_l b
            ,CI_ACCT_NBR c
            ,CI_ACCT d
            WHERE a.acct_id = c.ACCT_ID
            AND c.acct_nbr = :F1 – Account Identifier
            AND a.CHAR_TYPE_CD = b.CHAR_TYPE_CD
            AND c.ACCT_ID = d.ACCT_ID

            Pricing set-up test scenarios

            Test scenariosService typeDescription and Query
            Assign price list at a customer level
            • API
            • UI

            Assigns a list of standard prices for items to a customer, including the following details:

            • Price List ID — Identification number of the price list where prices of items are defined.
            • Start date — Effective date for the price list for the customer.
            • End date — Specifies when the price list is no longer for the customer.
            //Input - Person Identifier
            

            SELECT e.PER_ID ,a.PRICELIST_ID ,TO_CHAR(c.START_DT, ‘DD-MON-YYYY’) START_DT ,c.PRICE_STATUS_FLAG ,c.PRICEITEM_CD ,f.Value_amt ,l.descr ,g.TIERED_FLAG FROM ci_pricelist a ,ci_priceLIST_asgn b ,ci_priceasgn C ,ci_party d ,CI_PER_ID e ,CI_PRICECOMP f ,CI_RC_MAP g ,CI_RC_MAP_L l WHERE a.PRICELIST_ID = b.PRICELIST_ID AND b.PRICELIST_ID = C.OWNER_ID AND d.PARTY_UID = B.PARTY_UID AND d.PARTY_TYPE_FLG = ‘PERS’ AND d.PARTY_ID = e.PER_ID AND e.PER_ID_NBR = :F1 – Person Identifier AND f.price_asgn_id = c.price_asgn_id AND f.RC_MAP_ID = g.RC_MAP_ID AND f.pricecomp_seqno = g.RC_SEQ AND l.RC_MAP_ID = G.RC_MAP_ID AND l.language_cd = ‘ENG’ ORDER BY f.PRICE_ASGN_ID ,f.PRICECOMP_SEQNO

            Assign price list at an account level
            • API
            • UI

            Assigns a list of standard prices for items to an account, including the following details:

            • Price List ID — Identification number of the price list where prices of items are defined.
            • Start date — Effective date for the price list for the customer.
            • End date — Specifies when the price list is no longer for the customer.
            //Input - Account Identifier

            SELECT e.ACCT_ID ,a.PRICELIST_ID ,TO_CHAR(c.START_DT, ‘DD-MON-YYYY’) START_DT ,c.PRICE_STATUS_FLAG ,c.PRICEITEM_CD ,f.Value_amt ,l.descr ,g.TIERED_FLAG FROM ci_pricelist a ,ci_priceLIST_asgn b ,ci_priceasgn C ,ci_party d ,CI_ACCT_NBR e ,CI_PRICECOMP f ,CI_RC_MAP g ,CI_RC_MAP_L l WHERE a.PRICELIST_ID = b.PRICELIST_ID AND b.PRICELIST_ID = C.OWNER_ID AND d.PARTY_UID = B.PARTY_UID AND d.PARTY_TYPE_FLG = ‘ACCT’ AND d.PARTY_ID = e.ACCT_ID AND e.ACCT_NBR = :F1 – Account Identifier AND f.price_asgn_id = c.price_asgn_id AND f.RC_MAP_ID = g.RC_MAP_ID AND f.pricecomp_seqno = g.RC_SEQ AND l.RC_MAP_ID = G.RC_MAP_ID AND l.language_cd = ‘ENG’ ORDER BY f.PRICE_ASGN_ID ,f.PRICECOMP_SEQNO

            Assign override pricing at a customer level
            • API
            • UI

            Assigns a price list that overrides any existing price list assigned to the customer.

            //Input - Customer Identifier
            
            SELECT d.PER_ID_NBR
            ,b.START_DT
            ,b.END_DT
            ,b.PRICE_STATUS_FLAG
            ,c.DESCR
            FROM ci_party a
            ,ci_priceasgn b
            ,ci_priceitem_l c
            ,ci_per_id d
            WHERE a.party_uid = b.OWNER_ID
            AND a.PARTY_TYPE_FLG = ‘PERS’
            AND D.PER_ID_NBR = ‘55445566’ – Customer Identifier
            AND D.PER_ID = a.PARTY_ID
            AND b.PRICEITEM_CD = c.PRICEITEM_CD;

            Assign override pricing at an account level
            • API
            • UI

            Assigns a price list that overrides any existing price list assigned to an account.

            //Input - Account Identifier

            SELECT d.ACCT_NBR ,b.START_DT ,b.END_DT ,b.PRICE_STATUS_FLAG ,c.DESCR FROM ci_party a ,ci_priceasgn b ,ci_priceitem_l c ,CI_ACCT_NBR d WHERE a.party_uid = b.OWNER_ID AND a.PARTY_TYPE_FLG = ‘ACCT’ AND D.ACCT_NBR = ‘RIAINDIA_MS01’ – Customer Identifier AND D.ACCT_ID = a.PARTY_ID AND b.PRICEITEM_CD = c.PRICEITEM_CD;

            Billing test scenarios

            Test scenariosService typeDescription
            Generate bill from billing batches
            • Batch

            Generates a bill using the account name. For batch testing, it runs the following batches in order:

            • BILLOPEN (Pending Bill Generation) — Generates blank bill in pending status for accounts in a given division and bill cycle for a given cut-off date.
            • BSGENREG (Bill Segment Generation) — Generates bill segments, including all billable charges, of accounts that have blank bills in an open bill cycle, input bill cycle, or division for a given cutoff date.
            • POSTPROC (Bill Completion) — Creates post processing bill segment that has been generated by the previous batches.
            //Input - Account Identifier ,Account Num Type
            

            SELECT c.acct_nbr ACCT_IDENTIFIER ,c.acct_nbr_type_cd ,b.BILLABLE_CHG_ID ,TRIM(b.PRICEITEM_CD) PRICE_ITEM_CD ,CALC_AMT BSEG_AMT ,a.SVC_QTY TXN_AMT ,DECODE(( SELECT value_amt FROM ci_pricecomp e WHERE e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 ), NULL, ‘NA’, ( SELECT ‘0’ || value_amt FROM ci_pricecomp e WHERE e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 )) Rate1 ,DECODE(( SELECT LOWER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 ), NULL, ‘NA’, ( SELECT LOWER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 )) TIER1_LOWER_LIMIT ,DECODE(( SELECT UPPER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 ), NULL, ‘NA’, ( SELECT UPPER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 10 )) TIER1_UPPER_LIMIT ,DECODE(( SELECT value_amt FROM ci_pricecomp e WHERE e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 ), NULL, ‘NA’, ( SELECT ‘0’ || value_amt FROM ci_pricecomp e WHERE e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 )) Rate2 ,DECODE(( SELECT LOWER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 ), NULL, ‘NA’, ( SELECT LOWER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 )) TIER2_LOWER_LIMIT ,DECODE(( SELECT UPPER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 ), NULL, ‘NA’, ( SELECT UPPER_LIMIT FROM ci_pricecomp_tier pt ,ci_pricecomp e WHERE pt.PRICECOMP_ID = e.PRICECOMP_ID AND e.PRICE_ASGN_ID = b.PRICE_ASGN_ID AND PRICECOMP_SEQNO = 20 )) TIER2_UPPER_LIMIT FROM ci_bchg_sq a ,ci_bill_chg b ,ci_acct_nbr c ,ci_sa d ,ci_bseg_calc f WHERE a.BILLABLE_CHG_ID = b.BILLABLE_CHG_ID AND c.acct_nbr = :F1 – Account Identifier AND c.acct_nbr_type_cd = :F2 – Account Num Type AND c.acct_id = d.acct_id AND d.sa_id = b.sa_id AND f.BILLABLE_CHG_ID = b.BILLABLE_CHG_ID;

            Generate bill from application

            • UI

            Runs the following batches in order:

            • C1-GLASGN — Assigns the GL account to a financial transaction
            • GLS — Stages the GL download
            • GLDL — Extracts the GL download
            SELECT BSEG_ID
            ,EXP_MSG
            ,MESSAGE_PARM1
            ,MESSAGE_PARM2
            ,MESSAGE_PARM3
            ,MESSAGE_PARM4
            ,MESSAGE_PARM5
            ,CRE_DTTM
            FROM CI_BSEG_EXCP;
            

            Payment test scenarios

            Test scenariosService typeDescription and Query
            Create payment
            • UI
            • API

            Creates a payment for the already generated bill.

            For UI:

            SELECT ACCT_ID
            	,DECODE(PAY_STATUS_FLG, '50', 'COMPLETED', 'NOT COMPLETED')
            	,PAY_AMT
            	,MATCH_VAL BILL_iD
            	,ILM_DT
            FROM ci_pay;
            

            SELECT PAY_ID ,EXP_MSG ,MESSAGE_PARM1 ,MESSAGE_PARM2 ,MESSAGE_PARM3 ,MESSAGE_PARM4 ,MESSAGE_PARM5 ,CRE_DTTM FROM CI_PAY_EXCP;

            For API:

            //Input - Account Identifier, Bill ID
            SELECT D.ACCT_NBR ACCT_IDENTIFIER
            ,A.ORIG_BILL_AMT BILL_AMOUNT
            ,SUM(C.PAY_AMT) TOTAL_PAID_AMOUNT
            ,B.DESCR PAYMENT_STATUS
            FROM C1_BILL_DTLS_VW A
            ,CI_LOOKUP_VAL_L B
            ,CI_PAY C
            ,CI_ACCT_NBR D
            WHERE A.ACCT_ID = C.ACCT_ID
            AND C.ACCT_ID = D.ACCT_ID
            AND D.ACCT_NBR = :F1 – Account Identifier
            AND A.BILL_ID = :F2 – Bill ID
            AND B.FIELD_NAME = ‘PAY_STATUS_FLG’
            AND B.FIELD_VALUE = C.PAY_STATUS_FLG
            GROUP BY A.ORIG_BILL_AMT
            ,D.ACCT_NBR
            ,B.DESCR

            //Input - Account Identifier, Payment Event ID SELECT C.PAY_AMT PAYMENT_AMT ,B.DESCR PAYMENT_STATUS FROM CI_ACCT_NBR A ,CI_LOOKUP_VAL_L B ,CI_PAY C WHERE A.ACCT_ID = C.ACCT_ID AND B.FIELD_NAME = ‘PAY_STATUS_FLG’ AND B.FIELD_VALUE = C.PAY_STATUS_FLG AND A.ACCT_NBR = :F1 – Account Identifier AND C.PAY_EVENT_ID = :F2 – Payment Event ID

            General ledger test scenarios

            Test scenariosService typeDescription
            Link general ledger (GL) to account
            • Batch

            Runs the following batches in order:

            • C1-GLASGN — Assigns the GL account to a financial transaction
            • GLS — Stages the GL download
            • GLDL — Extracts the GL download
            Input - Account Identifier
            

            SELECT COUNT(1) RECORDSCOUNT FROM CI_FT A ,CI_BILL B ,CI_FT_GL C ,CI_ACCT_NBR D WHERE A.FT_TYPE_FLG = ‘BS’ AND A.PARENT_ID = B.BILL_ID AND C.FT_ID = A.FT_ID AND C.GL_ACCT = ’ ' AND B.ACCT_ID = D.ACCT_ID AND D.ACCT_NBR = :F1 – Account Identifier

            SFTP test scenarios

            The following scenarios support file uploads for SFTP and Batch service types:

            • Create price list
            • Define price list-price item
            • Assign price list
            • Onboard a customer
            • Create person hierarchy
            • Create account
            • Create invoice
            • Upload feed management
            //Input - Account Identifier, Bill ID
            
            SELECT TP.ACCT_NBR
            	,TP.BILL_ID
            	,TO_CHAR(MAX(TP.CRE_DTTM), 'MM-DD-YYYY') AS BILL_DATE
            	,TP.BILL_AMOUNT
            	,TO_CHAR(TP.LATEST_PAYMENT_DATE, 'MM-DD-YYYY') AS LATEST_PAYMENT_DATE
            	,TP.LATEST_PAYMENT_AMOUNT
            	,TP.TOTAL_PAYMENT_STATUS
            	,TP.TOTAL_PAID_AMOUNT
            	,(TP.BILL_AMOUNT - TP.TOTAL_PAID_AMOUNT) AS OUTSTANDING_PAYMENT
            FROM (
            	SELECT B.ACCT_NBR
            		,A.BILL_ID
            		,A.ORIG_BILL_AMT AS BILL_AMOUNT
            		,SUM(D.PAY_AMT) OVER (PARTITION BY A.BILL_ID) AS TOTAL_PAID_AMOUNT
            		,C.DESCR AS TOTAL_PAYMENT_STATUS
            		,A.CRE_DTTM
            		,D.PAY_AMT AS LATEST_PAYMENT_AMOUNT
            		,E.CRE_DTTM LATEST_PAYMENT_DATE
            		,ROW_NUMBER() OVER (
            			PARTITION BY A.BILL_ID ORDER BY E.CRE_DTTM DESC
            			) AS RN
            	FROM C1_BILL_DTLS_VW A
            	INNER JOIN CI_ACCT_NBR B ON A.ACCT_ID = B.ACCT_ID
            	INNER JOIN CI_PAY D ON D.ACCT_ID = A.ACCT_ID
            	INNER JOIN CI_LOOKUP_VAL_L C ON C.FIELD_NAME = 'PAY_STATUS_FLG'
            		AND C.FIELD_VALUE = D.PAY_STATUS_FLG
            	INNER JOIN CI_PAY_EVENT E ON E.PAY_EVENT_ID = D.PAY_EVENT_ID
            	WHERE TRIM(B.ACCT_NBR) = TRIM(:F1 --Account Identifier)
            			AND A.BILL_ID = ${ :F2 -- Bill ID}
            		) TP
            	WHERE TP.RN = 1
            	GROUP BY TP.ACCT_NBR
            		,TP.BILL_ID
            		,TP.BILL_AMOUNT
            		,TP.LATEST_PAYMENT_DATE
            		,TP.LATEST_PAYMENT_AMOUNT
            		,TP.TOTAL_PAYMENT_STATUS
            		,TP.TOTAL_PAID_AMOUNT
            	ORDER BY BILL_DATE DESC FETCH FIRST 1 ROW ONLY
            

            Report generation

            Available reportsAvailable service typeDescription
            Aging Detail Report
            • API download
            • SFTP download
            Generates a Form of Payment (FOP) report based on aging details.
            Payment Detail Report
            • API download
            • SFTP download
            Generates a Form of Payment (FOP) report based on payment details.
            Payment Summary Report
            • API download
            • SFTP download
            Generates a Form of Payment (FOP) summary report.
            Adjustment Detail Report
            • API download
            • SFTP download
            Generates a Form of Payment (FOP) report with adjustment details.

            1.2.3 - Healthcare Starter Pack

            Overview

            This documentation lists all scenarios defined in the Healthcare starter pack. To use a starter pack, ensure that you have already completed the steps in Use a starter pack.

            Test scenarios

            Test scenariosAvailable service typeDescription
            Upload health product and health plan
            • API
            • Batch

            Creates a health product and plan using API and processes it with batch execution.

            • Product code — code of the health product that will be used when creating a customer.
            • Plan code — code of the health plan that will be used when creating a customer.
            • Batch-C1-HCPHP — batch that processes the inbound messages for the creation of health products or plans.
            Rate upload

            • API
            • Batch

            Creates rates that define customer's charges and billable charges.

            • Batch-C1-HCPHP — batch that processes the inbound messages for the creation of rates.
            Custmomer upload by referring rate plans
            • API
            • Batch

            Updates a customer account based on product code, plan code, and rate. For example, if a rate is specified with Tobacco is Y and a customer has a Y Tobacco switch, then the rate will be mapped to the customer.

            Runs the Batch - C1-HCEXS to process the inbound bound message for the creation of the customer, account, and contract.

            Billable charge creation

            • Batch

            Runs the following batches in order:

            • C1-REPC1 (Identify Entities for Repricing) — Identifies the entities that are eligible for repricing.
            • C1-REPC2 (Process Repricing Request) — Processes the entities captured by the C1-REPC1 batch.
            • C1-FIBCR (Fully Insured Billable Charge Creation) — Creates the billable charge for the processed entities.
            Customer billing
            • Batch
            • UI

            Generates a bill using the billable charges and account. For batch testing, it runs the following batches in order:

            • BILLOPEN (Pending Bill Generation) — Generates a blank bill in pending status for accounts in the specified division and bill cycle based on the given cut-off date.
            • BSGENREG (Bill Segment Generation) —Generates bill segments, including all billable charges, of accounts that have blank bills in an open bill cycle, input bill cycle, or division for a given cutoff date.
            • POSTPROC (Bill Completion) — Creates a post-processing bill segment generated by previous batches and finalizes the bill.
            General ledger scenario
            • Batch

            Runs the following batches in order:

            • C1-GLASGN — Assigns the General Ledger account to a financial transaction.
            • GLS — Stages the downloaded General Ledger.
            • GLDL — Extracts the downloaded General Ledger.
            Create payment
            • API
            Creates a payment for the generated bill.

            1.2.4 - Utilities starter pack

            Overview

            This documentation lists all scenarios defined in the Utilities starter pack. To use a starter pack, ensure that you have already completed the steps in Use a starter pack.

            Manage customer data

            Test scenariosC2M/CCS prerequisiteService type
            Create a person and accountNone
            • API
            Add person characteristicsAdded person in the previous scenario

            • API
            Add a person of relationship type of roommate to an accountExisting person or account
            • API
            Remove person characteristicsExisting person

            • API
            Maintain customer information - life support/phone/email/mailing addressExisting person
            • API
            Maintain customer info- remove life support alertExisting person
            • API
            Change mailing address to personExisting account

            • API
            Change mailing address to account overrideExisting account

            • API
            Change mailing address to mailing premise on accountExisting account

            • API
            Maintain customer account information - financial responsibilityExisting account

            • API
            Add copy of bill & bill routeExisting account

            • API
            Maintain customer information - add autopayExisting account

            • API
            Maintain customer information - remove autopayExisting account

            • API
            Add Premises - residential or commercial

            • API
            Delete premiseExisting premise

            • API
            Update premiseExisting premise

            • API
            Update premise characteristicsExisting premise

            • API
            Change a premise type on an existing premiseExisting premise
            • API

            Establish service

            Test scenariosC2M/CCS prerequisiteService type
            Add a Service Point - Electric/Water/ Gas/RefuseExisting premise
            • API
            Delete a service pointExisting premise

            • API
            Update service point - device locationExisting service point
            • API
            Update service point - SP instructionExisting service point

            • API
            Manual change of service point, service route, and sequenceExisting service point
            • API
            Disconnect service pointExisting service point
            • API
            Deactivate service pointExisting service point

            • API
            Start SA on a premise not linked to any account, with current date Start SA on a premise not linked to any account, with future dateExisting person, account, service point

            • API

            Device Management

            Test scenariosC2M/CCS prerequisiteService type
            Manually Add a Device to SP - Water Residential/Water CommercialExisting service point and device configuration
            • API
            Install a Device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing install event

            • API
            Remove install event [CCS]Existing install event
            • API
            Turn off or remove a device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing install event

            • API
            Configure a device - Manual Water Meter/Manual Waste Water Meter/Sensus Water Meter /Sensus Waste Water Meter [CCS]Existing device and configuration
            • API
            Install a device - Water Analog Meter/Water Smart Meter/Water AMR Meter [C2M]Existing install event
            • API
            Update install event - Remove deviceExisting install event

            • API
            Update install event - Turn off deviceExisting install event

            • API

            Financial management

            Test scenariosC2M/CCS prerequisiteService type
            Add bill cycle to an accountExisting account
            • API
            Add bill message to an accountExisting account

            • API
            Add bill intercept to accountExisting account
            • API
            Remove bill intercept to accountExisting account

            • API
            Add copy of bill and bill routeExisting account
            • API
            Enter a bill after date on an account that is scheduled to billExisting account
            • API
            Change budget bill amount manuallyExisting service agreement

            • API
            Create account alert - protected bill cycleExisting account
            • API
            Generate a first bill
            Generate a bill - Final Bill (with Balance Owed)
            Generate and complete a manual bill - Deposit
            Generate and complete a manual bill - First Bill for Account greater or equal to X days
            Generate and complete a manual bill - First Bill for Account less than X days
            Existing bill
            • API
            Add bill message - to a billExisting bill

            • API
            Delete a pending bill - Bill Segments in Freezable status
            Delete a pending bill - Bill Segments in Error status
            Existing bill

            • API
            Cancel a billExisting bill

            • API
            Reopen a completed online billExisting bill

            • API
            Reopen a bill and add an adjustmentExisting bill

            • API
            Rebill bill segmentExisting bill segment

            • API
            Delete bill segment
            Delete bill segment in freezable status
            Existing bill segment

            • API
            Process payments - Process Customer PaymentsExisting account and payment tender

            • API
            Distribute payment
            Payment distribution
            Existing payment
            • API
            Cancel a paymentExisting payment
            • API
            Misapplied payment - Transfer paymentExisting payment
            • API
            Apply adjustment
            Add an adjustment
            Existing service agreement
            • API
            Cancel an adjustment
            Cancel a transfer adjustment
            Existing adjustment
            • API

            Credit and collections

            Test scenariosC2M/CCS prerequisiteService type
            Start collection processExisting account with debt and service agreement
            • API
            Cancel a collection processExisting account with debt and service agreement

            • API
            Change or update a collection event informationExisting account with debt and service agreement
            • API
            Add a collection eventExisting account with debt and service agreement

            • API
            Delete a collection eventExisting account with debt and service agreement
            • API
            Start severance processExisting account with debt and service agreement
            • API
            Cancel a severance processExisting account with debt and service agreement

            • API
            Change a severance eventExisting account with debt and service agreement

            • API
            Add a severance eventExisting account with debt and service agreement
            • API
            Start the write-off processExisting account with debt and service agreement
            • API
            Cancel a write-off processExisting account with debt and service agreement
            • API
            Add, change, or delete write-off processExisting account with debt and service agreement
            • API

            1.3 - Key Features

            Modernized UI

            V3 boasts a completely redesigned user interface focused on usability. The clean, uncluttered, and logically organized interface enables users to navigate effortlessly, locate information quickly, and perform tasks efficiently.

            Intuitive Graphical Test Flow

            V3 revolutionizes test scenario creation with a user-friendly, visual, top-down workflow. Testers can effortlessly design end-to-end test scenarios using a drag-and-drop interface, providing a clear visual representation of complex test flows. This eliminates the need for complex navigation, making the process intuitive and efficient.

            Streamlined Setup

            V3 simplifies configuration with a centralized approach. Users can configure assertions, and integrations directly within the test flow screen, eliminating the need to navigate multiple menus and reducing setup time.

            Version Control

            V3 enables flexible management of different service configurations within projects through its integrated version control system. This feature allows users to easily maintain and switch between multiple versions, ensuring adaptability to changing requirements and testing environments.

            Enhanced Issue Tracking

            V3 seamlessly integrates with popular issues and project tracking software like Jira and Azure DevOps. This integration allows automatic defect reporting, ensuring no issue is overlooked. It streamlines collaboration between development and QA teams, accelerates issue resolution, and keeps everyone synchronized.

            Robust Testing Environment

            V3 provides a robust testing environment with advanced features:

            • Soft Assertions: Allow test executions to continue even when validation fails, logging warnings for these non-critical failures.
            • Hard Assertions: Stop test execution immediately upon encountering a validation failure, ensuring critical issues are addressed promptly.
            • Custom Assertions: Allow users to write custom logic using code or expressions for specific validation needs, offering unparalleled flexibility.

            Centralized Project-Level Global Variables

            Manage global variables centrally at the project level, reducing redundancy and ensuring consistency across all test cases. This centralized control simplifies maintenance while allowing seamless customization. Project-level variables can also be overridden at the environment level, enabling different values for variables across environments and providing enhanced flexibility to tailor the test environment to specific needs throughout the entire project.

            Test Step Validation: Ensure Setup Accuracy

            Validate individual test step configurations before executing the full test suite, catching errors early and saving valuable time and resources. This proactive approach enhances the accuracy of results and ensures that each step is set up correctly, improving the overall reliability of your test cases.

            Results Comparison

            V3 enables easy comparison of results from different test runs or iterations of the same run. This feature provides insights into changes over time, highlights potential regressions, and facilitates trend analysis for continuous improvement.

            Modernized UI

            V3 boasts a completely redesigned user interface focused on usability. The clean, uncluttered, and logically organized interface enables users to navigate effortlessly, locate information quickly, and perform tasks efficiently.

            Intuitive Graphical Test Flow

            V3 revolutionizes test scenario creation with a user-friendly, visual, top-down workflow. Testers can effortlessly design end-to-end test scenarios using a drag-and-drop interface, providing a clear visual representation of complex test flows. This eliminates the need for complex navigation, making the process intuitive and efficient.

            Streamlined Setup

            V3 simplifies configuration with a centralized approach. Users can configure assertions, and integrations directly within the test flow screen, eliminating the need to navigate multiple menus and reducing setup time.

            Version Control

            V3 enables flexible management of different service configurations within projects through its integrated version control system. This feature allows users to easily maintain and switch between multiple versions, ensuring adaptability to changing requirements and testing environments.

            Enhanced Issue Tracking

            V3 seamlessly integrates with popular issues and project tracking software like Jira and Azure DevOps. This integration allows automatic defect reporting, ensuring no issue is overlooked. It streamlines collaboration between development and QA teams, accelerates issue resolution, and keeps everyone synchronized.

            Robust Testing Environment

            V3 provides a robust testing environment with advanced features:

            • Soft Assertions: Allow test executions to continue even when validation fails, logging warnings for these non-critical failures.
            • Hard Assertions: Stop test execution immediately upon encountering a validation failure, ensuring critical issues are addressed promptly.
            • Custom Assertions: Allow users to write custom logic using code or expressions for specific validation needs, offering unparalleled flexibility.

            Centralized Project-Level Global Variables

            Manage global variables centrally at the project level, reducing redundancy and ensuring consistency across all test cases. This centralized control simplifies maintenance while allowing seamless customization. Project-level variables can also be overridden at the environment level, enabling different values for variables across environments and providing enhanced flexibility to tailor the test environment to specific needs throughout the entire project.

            Test Step Validation: Ensure Setup Accuracy

            Validate individual test step configurations before executing the full test suite, catching errors early and saving valuable time and resources. This proactive approach enhances the accuracy of results and ensures that each step is set up correctly, improving the overall reliability of your test cases.

            Results Comparison

            V3 enables easy comparison of results from different test runs or iterations of the same run. This feature provides insights into changes over time, highlights potential regressions, and facilitates trend analysis for continuous improvement.

            1.4 - Architecture

            Overview

            This document provides a high-level infrastructure diagram and an overview of the various components, processes, and protocols relevant to the Test Automation tool.

            Core Components

            Client

            This refers to the user interface of a web application, which is the point of interaction between users and the software. It includes elements such as buttons, menus, forms, and graphics that allow users to navigate and utilize the functionalities of the application.

            Auth Server

            This handles user authentication and authorization processes, ensuring that only authorized individuals have secure access. This includes verifying user identities through login credentials and granting access to specific resources based on predefined roles and permissions.

            Core Service

            The core service is responsible for orchestrating various processes, implementing business logic, and providing API access. This microservice efficiently manages requests related to configuration management, which includes creating and managing projects, defining steps within those projects, establishing assertions for testing purposes, designing test flows, and generating datasets necessary for testing and analysis. By centralizing these functions, this service ensures a streamlined and cohesive approach to handling user requests and enhancing the overall application performance.

            Execution Dispatcher

            The Execution Dispatcher is responsible for managing the submitted executions. It uses Kafka to queue the executions when multiple tasks are in progress. Additionally, it handles the logic for distributing the execution to different types of steps. During this process, Hazelcast’s cache is utilized to store the state of each execution.

            SQL Executor, Batch Executor, API Executor, UI Executor

            These microservice components are responsible for establishing a connection to a target system and executing various testing operations. Each component is designed to handle specific aspects of the testing process. By integrating with the target system, these components facilitate data exchange and verification.

            Kafka Streams

            A stream processing platform used for real-time data processing, enabling users to analyze and act on streaming data as it flows in. This platform facilitates the immediate collection, processing, and analysis of data from various sources, ensuring that insights are generated in the moment. Furthermore, it provides timely feedback to end users while the execution is ongoing, allowing for quick adjustments and responses to changing conditions.

            Hazelcast

            An in-memory data grid that is used for caching information and managing distributed data storage. It allows for quick access to data by storing it directly in the system’s memory.

            PostgreSQL

            A relational database that is used for the storage and management of persistent data. It organizes data into structured formats, typically utilizing tables, which allow for efficient retrieval and management.

            MinIO Object Storage

            An object storage solution designed for efficiently storing large files and media assets that are produced during user interface (UI) execution or report generation processes.

            2 - Web Application

            2.1 - Dashboard

            Overview

            The Dashboard is the main screen where the user interacts with the TA and provides a high-level overview of the testing activities.

            The date filter located in the top-right corner of the application enables you to customize the timeframe for the data displayed on the dashboard. By selecting a specific date range, you can focus on relevant execution data within that period. This filter applies to all dashboard sections, ensuring that metrics, graphs, and reports reflect only the data from the selected timeframe.

            Tests Executed

            This section provides a high-level overview of the executed test flows, categorized by their outcomes. It includes counts of test flows that successfully passed, those that failed, those that passed but with warnings, and those that were terminated or canceled.

            Execution Average Time

            This section provides an overview of the average execution time for test runs, categorized by step types.

            Issues Reported

            This section displays a count summary of all the reported issues encountered during execution, categorized by their current status.

            Recent Runs

            The Recent Runs section of the dashboard features a dynamic graph displaying all test executions within the configured timeframe. Each bar represents a single execution, showcasing the count of scenarios run and their statuses: Success, Fail, Warning, or In Progress.

            The graph provides an at-a-glance view of execution results, with a navigation bar above the legend that allows users to zoom in for a more focused analysis by adjusting the displayed timeframe.

            The Trends Over Time section presents a line graph that tracks execution results over the configured timeframe. The graph includes two lines: a green line representing the number of successful executions and a red line representing the number of failed executions for each day.

            The graph provides an at-a-glance view of execution trends, with a navigation bar above the legend that allows users to zoom in for a more focused analysis by adjusting the displayed timeframe.

            2.2 - Project

            Overview

            The Project module enables you to create a personalized testing workspace to avoid overlap in your activities. Depending on your testing requirements, you can customize your workspace by adding items.

            Create a project

            To create a project, click on the button on the top left pane.

            FieldDescription
            Logo

            Logo of the project. The supported file types are png, jpg, and jpeg.


            Mandatory: No

            Project NameName of the project.

            Mandatory: Yes
            Project CodeUnique identifier assigned to a project.

            Mandatory: Yes
            Project DescriptionDescription of the project.

            Mandatory: Yes
            ReleasesShows configured releases. Only 1 release can be active at a time.
            EnvironmentsConfigured environments for the project. For more information, see Environments.
            Global VariablesConfigured global variables for the project. For more information, see Global Variables.

            Update a project

            Select a project to view and edit its details. You can update all details except the Project Code. After you make the modifications, click the Update button.

            Search a project

            The search feature allows you to filter the list of steps by providing a keyword or the full name of the step. Only the steps that match the provided keyword or name will be displayed in the view.

            Versions

            Versions allow you to create new versions of an existing project, where all parameters and their values are automatically copied. This enables you to change parameters while keeping the original version.

            To create a new version, click the plus icon in the Version section and enter a valid name that has a maximum of 20 characters.

            2.2.1 - Environments

            Overview

            The Environments section is where your testing environments are defined. A testing environment can be a development, staging, production, or any other project-specific environment. This section allows you to add, modify, or delete environments according to your needs.

            Create an Environment

            To create an environment, click Create Environment and enter valid values in the following fields:

            Field Description
            Environment Name Name of the environment. Should be minimum 4 characters long.

            Mandatory: Yes
            API Base URL URL of the environment for API or Batch testing.

            Mandatory: Yes
            Application URL URL of the environment for UI testing.

            You can also specify the target URL in the Service > Uploaded File > url field . In case, different target URLs are specified in the Application URL and Uploaded File > url fields, the system will use the URL specified in the Application URL.

            Mandatory: No
            Default Sets the selected environment as default for test runs and templates of an external system. Selecting will override the existing default environment, if any.

            Mandatory: No
            Authentication

            Specifies the authentication details for the test environment. The following are the possible values:

            • BASIC
            • ORMB
            • API_KEY
            • TOKEN
            • SIGNATURE
            • NO_AUTH
            • OCULAR
            • NONE

            For more information, see Authentication Details.

            Mandatory: Yes

            Database Details Parameters used to connect to a database. For more information, see Database Details.

            Mandatory: Yes
            Proxy

            Enables the proxy server for the environment. For more information, see Proxy Details.

            Mandatory: No

            SFTP

            Enables the Secure File Transfer Protocol(SFTP) to download and upload files from any server. For more information, see SFTP Details.

            Mandatory: No

            Authentication Details

            The following are the supported authentications for your environment and the additional mandatory settings that you need to provide.

            Authentication Description
            BASIC

            If you select BASIC authentication, you need to supply the following:

            • Username — Username to use when connecting to the target test environment.
            • Password — Password to use when connecting to the target test environment.
            ORMB

            If you select ORMB authentication, you need to supply the following:

            • Username — Username to use when connecting to your ORMB environment.
            • Password — Username to use when connecting to your ORMB environment.
            API_KEY

            If you select API_KEY authentication, you need to supply the following:

            • Key — API key to access the API service.
            • Value — Actual value of the specified API Key.
            • Add To — Defines how and where the API Key should be added to the API service.
            TOKEN

            If you select TOKEN authentication, you need to supply the following:

            • Token — Value of the token to access an application or an API service.
            SIGNATURE

            If you select SIGNATURE authentication, you need to supply the following:

            • Access Key — Authorization key to access your account or application.
            • Secret Key — Password of the Access Key.
            NO_AUTH No authentication type is required.
            OCULAR

            If you select OCULAR authentication, you need to supply the following:

            • Username — Username to use when connecting to your EPM.
            • Password — Password to use when connecting to your EPM.
            NONE No additional details/settings are required.

            Database Details

            To configure a database, click and enter valid values in the following fields. After adding the details, click Test Connection to ensure that the connection details you configured are correct and working properly. The status will change from Pending to Success or Failed depending on the result of the test connection.

            Field Description
            Name Name of the database to connect to.

            Mandatory: Yes
            Database Type

            Type of the database. The possible values are the following:

            • POSTGRES
            • ORACLE

            Mandatory: Yes

            DB Connection Specifies the status of the database connection.
            Default? Indicated whether the database is set as default.
            Actions Displays a delete icon that when clicked deletes the selected database.

            SFTP Details

            The Secure File Transfer Protocol (SFTP) allows you to download and upload files from the configured server. To configure your SFTP server, enter valid values to the following fields:

            Field Description
            Server Address

            Address of the SFTP server.

            Mandatory: Yes

            Port

            Port of the SFTP server.

            Mandatory: Yes

            Username

            Username used to log in to the SFTP server.

            Mandatory: Yes

            Password

            Password used to log in to the SFTP server.

            Mandatory: Yes, if authentication is being done without the .pem file.

            Add .pem File

            A .pem file is a base64-encoded file used to store and share cryptographic keys and certificates securely. There are two methods of authentication of the SFTP —

            • With .pem file
            • Without .pem file

            If you need to change the attached .pem file, click the Upload File button.

            Passphrase Password to decrypt an encrypted .pem file.
            Test Connection Tests the network connection and validates if the SFTP details are correct.

            Proxy Details

            If you want to enable the proxy server for the environment, enter valid values to the following fields:

            FieldDescription
            Proxy Address

            Address of the proxy server.

            Mandatory: Yes

            Proxy Port

            Port of the proxy server.

            Mandatory: Yes

            Variables

            If you want to specify a value that is unique to a specific environment, please enter valid values in the following fields. Make sure that the variable you want to define at the environment level is already defined at the project level.

            Field Description
            Name Name of the variable.
            Default Value Specifies the default value of the variable.
            Value Specifies other possible values for the variable.
            Action Displays the delete button that allows you to delete the added variable.

            You cannot change the values in the Name and Default Value columns. Only the Value column can be modified by directly editing the cell.

            2.2.2 - Variables

            Overview

            The variables in the Variables section can be reused across all steps and flows within your project. For example, if you need to automate a login process, you can store sensitive login credentials like username and password as project variables. Instead of manually entering these credentials in every API or UI step, you can reference them using {{username}} and {{password}}, ensuring consistency and simplifying maintenance.

            By using project variables, you can easily update values in one place. If you need environment-specific values, for example, different credentials for development or production, you can configure Variables in Environments to manage these settings for each environment, making it easy to switch between them without modifying individual steps.

            Create a variable

            To create a variable, follow these steps:

            1. Navigate to the Project > Variables.
            2. Click . A new row will be added to the Variables table.
            3. Optional. Click Is Secret if you want the value to be hidden.
            4. Enter valid values for the Name, Type, and Value columns.
            5. Click Save. If you wish to cancel the creation of a new variable, click X.

            Edit a variable

            The name of the variable is not editable. You can only modify the type or value of a variable. Once modified, click Save.

            Delete a variable

            To delete a variable, click the delete icon on the row of the variable you wish to delete.

            Search a variable

            To search for a variable, you can enter a keyword of the full name or value of the parameter on the Search box beside . Only the variable names that match the provided keyword or name will be displayed in the view.

            2.3 - Step

            Overview

            Steps are individual actions or instructions that make up a Scenario, and multiple steps can be associated with a single scenario. A step can also be reused across different scenarios within the same Project. There are no limitations on the type of steps you can add in a scenario as long as they are part of the same project. Any changes made to a step in a flow will be reflected across all flows where that step is reused.

            If you want to prevent any changes to a step from affecting other Flows, you can use the Clone Step or Clone Scenario option at the test flow level. By assigning a unique name to the cloned steps or scenarios, you ensure that any future changes to the original will not impact the cloned entities.

            View

            In the upper left corner, select your project from the Select Project dropdown list and the version from the Version dropdown list. Only the steps associated with the selected project and version are displayed on the left pane.

            Edit a step

            To view or modify the details of a step, select the step from the left pane that lists all steps associated with the selected project and version. You can change any detail by directly editing the corresponding field. Ensure to click Update after making your modifications.

            The search feature allows you to find a specific step by entering a keyword or the full name of the step on the textbox. Only the steps that match the provided keyword or name will be displayed in the view.

            Filter

            The filter feature allows you to filter the list by clicking the icon to select the Step Type. For example, you can get the list of only API steps by selecting API in the Step Type dropdown list.

            Create a step

            To create a step, click on the Create Step button and enter valid values to the following fields.

            Field Name Description
            Step Name Name of the step. It should be a minimum of 5 characters long.

            Mandatory: Yes
            Step Type

            Specifies the type of step. The following are the possible values:

            Mandatory: Yes

            Create an API step

            To create an API step, enter valid values in the following fields:

            Field Description
            HTTP Method

            Specifies the action to be performed by the external system to your server. The following are the possible values:

            • GET
            • POST
            • PUT
            • PATCH
            • DELETE


            Mandatory: Yes

            URL

            Specifies the API URL used for the validation. It consists of 2 parts:

            • Environment — automatically displays the default environment set in the selected project. If you wish to select a different environment, click the dropdown arrow beside Send to display all environments configured within the selected project.
            • URL — specify the URL of the API service.

            Mandatory: Yes

            Params

            Specifies the type of parameters for query execution and data retrieval. You can specify the parameters in the following ways:

            • Query Params— allows you to specify keys and their respective values for data retrieval. It can be updated by changing the URL or adding queries in the table.
            • Path Params — shows the specified keys requested for retrieval in the API URL. You can only change the key values by updating the API URL.

            Mandatory: No

            Body

            Specifies the payload details of the step. You can choose between the following formats:

            • Form Data — allows you to define key-value pairs.
            • JSON — allows you to define the template of the request and response bodies.

            Mandatory: No

            Headers Specifies the API headers in HTTP requests or responses that provide important metadata, such as content type, authentication details, and instructions for processing the data.
            Template Template for a request payload. For more information, see Template.
            Response Displays the data returned by the server in response to an API request. They contain the information or results of the request, such as user data, search results, or confirmation messages.

            Template

            A request payload template simplifies dataset configuration by defining the structure of the request body, including JSON nodes and parameters like path or query parameters. The values in the template can be static, user input, or project variables:

            • Static values: The same value is used every time the dataset is used.
            • Project variables: The value of the project variable assigned to the node is used.
            • User input: The user provides the value each time the dataset is configured.

            The purpose of the template is to declare fixed values once and reuse them in datasets, reducing configuration effort. Only the varying fields need to be populated when the template is reused.

            Create a Batch step

            To create a batch step, select a batch from the Batch Name dropdown field and enter valid values in the following fields:

            Field Description
            Batch Job ID

            Unique identifier of the batch job.

            Mandatory: Yes

            Batch Code

            Unique code that associates with the batch job.

            Mandatory: Yes

            Description

            Description of the batch.

            Mandatory: Yes

            Thread Number

            Thread within the batch process.

            Mandatory: Yes

            Thread Count

            Total number of threads to be used for parallel processing within the job.

            Mandatory: Yes

            Batch Rerun Number

            Run number of the re-execution of a batch process in ORMB.

            Mandatory: Yes

            Batch Business Date

            Specific date for ORMB transactions to be processed.

            Mandatory: Yes

            Override Nbr Records to Commit

            Total number of records that can be manually overridden and committed to the database during a batch process in ORMB.

            Mandatory: Yes

            Override Max Timeout Minutes

            Maximum time limit for a process to run before it times out.

            Mandatory: Yes

            User

            User account to log in to ORMB.

            Mandatory: Yes

            Language

            Language or locale settings are used to process and display data, messages, and invoices in ORMB.

            Mandatory: Yes

            Email Address

            Email address of the user.

            Mandatory: Yes

            Trace Program Start

            If enabled, detailed logs are captured at the beginning of a trace process.

            Default: Disabled

            Trace Program Exit

            If enabled, end of logs are captured to mark the completion of a trace process.

            Default: Disabled

            Trace Sql

            If enabled, SQL queries executed during a trace process are captured and logged.

            Default: Disabled

            Trace Output

            If enabled, all trace output, including logs and reports, about the execution flow, SQL queries, and performance metrics is generated.

            Default: Disabled

            Parameters

            Field Description
            Sequence Unique values used to identify the parameter.
            Parameter Name Name of the parameter.
            Description Description of the parameter.
            Parameter Value Specifies the value of the parameter.
            Required Indicates whether the parameter is required for a batch job to run.

            Create a Query step

            Section Description
            Schema Specifies the schema of the database where the query will be executed. This is automatically populated from the configured database at the environment level and only needs to be selected at the assertion level.
            Query Defines the query being executed to get results for validation.
            Parameters Lists the input key-value pairs extracted from the provided query.
            Result Specifies the expected result after running the query.
            Output Columns List of database columns included in the expected result after running the query, along with their data types.

            Create a File upload step

            To add a new file, follow these steps:

            1. Click the Add New File button.
            2. Specify the Destination remote folder path.
            1. Drag or browse the files to upload. You have an option to overwrite an existing file.
            1. Click the Upload button.

            Create a File download step

            To add a new file, follow these steps:

            1. Click the Add Remote File button.
            2. Specify the Remote folder path and the Remote File Name.
            1. Click the Add button.

            Create a UI step

            To create a UI step, upload your .side file in the designated upload box.

            Once uploaded, a table with the following columns is displayed:

            Column Description
            Command

            Describes the command or action to be performed on the target.

            Mandatory: Yes

            Input

            Indicates whether a value is necessary to be supplied to the target element for the command to be executed.

            Mandatory: No

            Target

            Specifies the xpath of the target.

            Mandatory: Yes

            Value

            Specifies the value to be supplied to the target element.

            Mandatory: Only if the Input box is checked.

            Description

            Describes the command.

            Mandatory: Yes

            Screenshot

            Indicates whether a screenshot will be captured during the execution of the command.

            Mandatory: No

            Run Details

            After uploading a side file, you can click the Run button to preview the execution details of the commands defined in the uploaded file.

            2.4 - Assertion

            Overview

            Assertions serve as a quality control measure ensuring the completeness and correctness of the expected data as defined in a Step.

            View

            In the upper left corner, select your project from the Select Project dropdown list and the version from the Version dropdown list. Only the assertions associated with the selected project and version are displayed on the left pane.

            Edit an assertion

            To view or modify the details of an assertion, select the assertion from the left pane that lists all assertions associated with the selected project and version. You can change any detail by directly editing the corresponding field. Ensure to click Update after making your modifications.

            The search feature allows you to filter the list of assertions by providing a keyword or the full name of an assertion. Only the assertions that match the provided keyword or name will be displayed in the view.

            Create an assertion

            To create an assertion, click on the icon on the top left pane and enter valid values to the following fields.

            Field NameDescription
            Assertion Service NameName of the assertion. It should be a minimum of 5 characters long.

            Mandatory: Yes
            Assertion Type

            Specifies the type of step. The following are the possible values:

            Mandatory: Yes

            Create an API assertion

            To create an API assertion, enter valid values in the following fields:

            Field Description
            HTTP Method

            Specifies the action to be performed by the external system to your server. The following are the possible values:

            • GET
            • POST
            • PUT
            • PATCH
            • DELETE


            Mandatory: Yes

            URL

            Specifies the API URL used for the validation. It consists of 2 parts:

            • Environment — automatically displays the default environment set in the selected project. If you wish to select a different environment, click the dropdown arrow beside Send to display all environments configured within the selected project.
            • URL — specify the URL of the API service.

            Mandatory: Yes

            Params

            Specifies the type of parameters for query execution and data retrieval. You can specify the parameters in the following ways:

            • Query Params— allows you to specify keys and their respective values for data retrieval. It can be updated by changing the URL or adding queries in the table.
            • Path Params — shows the specified keys requested for retrieval in the API URL. You can only change the key values by updating the API URL.

            Mandatory: No

            Body

            Specifies the payload details of the assertion. You can choose between the following formats:

            • Form Data — allows you to define key-value pairs.
            • JSON — allows you to define the template of the request and response bodies.

            Mandatory: No

            Headers Specifies the API headers in HTTP requests or responses that provide important metadata, such as content type, authentication details, and instructions for processing the data.

            Create a Query assertion

            SectionDescription
            SchemaSpecifies the schema of the database where the query will be executed. This is automatically populated from the configured database at the environment level and only needs to be selected at the assertion level.
            QueryDefines the query being executed to get results for validation.
            ParametersLists the input key-value pairs extracted from the provided query.
            ResultsSpecifies the expected result after running the query.
            Output ColumnsList of database columns included in the expected result after running the query, along with their data types.

            2.5 - Flow

            Overview

            A test flow is a sequence of scenarios that verifies the functionality or correctness of your business system. The Flow module allows you to manage all your test flows in a project. This includes defining Scenarios, choosing or creating the steps and assertions for each scenario, and modifying or running test flows.

            View

            In the upper left corner, select your project from the Select Project dropdown list and version from the Version dropdown list. Only the flows associated with the selected project and version are displayed on the left pane.

            Edit a flow

            To view or modify the details of a flow, select the flow from the left pane that lists all flows associated with the selected project. You can change any detail by directly editing the corresponding field. Ensure to click Update after making your modifications.

            Filter

            The filter feature allows you to filter the list of test flows by providing a keyword or the full name of the flow. Only the flows that match the provided keyword or name will be displayed in the view.

            Additionally, you can refine your search by clicking the<img src=/images/Step_Filter_Icon.png" alt="" data-size=“line”> icon. A Scenario filter is available, allowing you to select one or more scenarios currently used in the flows within the selected project.

            Create a Test Flow

            To create a new test flow, follow these steps:

            1. Select the Project and the Version on the upper left dropdown lists. If there are existing test flows in the selected project and version, they will be displayed on the left pane.

            2. Click the plus icon.

            3. Enter a valid test flow title, replacing Untitled Test Flow.

            4. Click on the Untitled Scenario, which is automatically added when creating a new flow.

            1. Add your first scenario by selecting an existing scenario within your project in the Create/Select Scenario field in the Scenario Details section. You can also Create a new scenario.
              Note that if you are using an existing scenario, the steps configured in that scenario for other flows will be included. However, the Source, Target, and Assertion details that are configured for these steps in other flows will not be included.

            2. Click Apply Scenario on the popup window.

            1. Optional. Add a description to the Scenario Description textbox.

            2. Click on the Scenario Start and choose the step type you wish to add.

            3. Add your first step by selecting an existing step within your project in the Create/Select Step field in the Step Details section. You can also Create a step on the fly.

            4. Click Apply Step on the popup window.

            5. Optional. Add a description to the Step Description textbox.

            6. Optional. Verify if the step you added is correct. You can check its details by clicking the Details button.

            7. Add a source for the step by selecting an option in the Source dropdown list. For more information on the possible values of a source, see Step sources.

            8. Add a target for the step by selecting an option in the Target dropdown list. For more information on the possible values of a target, see Step targets.

            9. Add an assertion to your step by clicking the + Add assertion and selecting an existing assertion within your project in the Create/Select Assertion field. You can also Create an assertion on the fly.

            10. Click Apply Assertion on the popup window.

            11. Optional. Add a description to the Assertion Description textbox.

            12. Optional. Verify if the assertion you added is correct. You can check its details by clicking the Details button.

            13. Optional. Click the step and verify if the added assertion has been added to the Assertions section of the Step Details.

            14. Optional. To add more steps, repeat Steps 7-17.

            15. Add a success node to your step by clicking the Scenario Success icon.

            16. Add a failure node to your step by clicking the Scenario Fail icon.

            17. Click the scenario you added in Step 6.

            18. Optional. Verify if the added step is displayed in the Steps section of the Scenario Details.

            19. Add a success node to your scenario by clicking the Test Plan Success icon.

            20. Add a failure node to your scenario by clicking the Test Plan Fail icon.

            21. Optional. If you need to add more scenarios, repeat the steps above.

            22. Click Save.

            Run a test flow

            To run the test flow, click the Run button. A new browser tab displaying the Run Details page will open. For more information, see Results.

            Steps

            The Flow modules allow you to use the steps defined in the Step module or add a new step to the project within the module.

            Create a step on the fly

            To create a new step in the Flow module, follow these steps:

            1. Click the step that precedes your new step.

            2. Select the step type.

            3. Click the newly added step.

            4. Enter a valid name of the new scenario in the Create/Select Step field.

            5. Click the Create “<valid name entered in step 4>” text.

            6. Optional. Add a description for your step.

            7. Add the necessary details by clicking the Details button. For more information, see

            8. Click Save.

            You can link steps to pass parameters to each other. However, you can only link steps that are part of the same scenario.

            Step sources

            The following are the possible sources for a step:

            Source Description
            Current step request payload Uses the value of a JSON node from the current request payload as a source for the selected step.
            Current and previous step response payloads Uses the value of a JSON node from the previous and current response payload as a source for the selected step.
            Previous variables Uses the value of a test flow variable defined in the step prior to the selected step.

            Step targets

            The following are the possible targets for a step:\

            Target Description
            Request body Uses the value of a JSON node from the current request payload as a target for the selected step.
            Query params Assigns the value of the source to a query parameter defined within the selected step.
            Path params Assigns the value of the source to a path parameter defined within the selected step.
            New variable

            Creates a new test flow variable as the target for the selected step.

            The created variable can be used in succeeding steps or validations of the current step as a source.

            Previous variables Uses a test flow variable defined prior to the selected step or scenario as a target.

            Create an assertion on the fly

            To create a new assertion in the Flow module, follow these steps:

            1. Enter a valid name of the new assertion in the Create/Select Assertion field.

            2. Click the Create “<valid name entered in step 1>” text.

            3. Optional. Add a description for your assertion.

            4. Add the necessary details by clicking the Details button. For more information, see

            5. Click Save.

            2.5.1 - Scenarios

            Overview

            A scenario is a high-level description of what you are testing. It consists of Steps that break down the scenario further, and Assertions that serve as validation criteria. A scenario can only be considered a success if it meets the validation criteria. Otherwise, it will be tagged as failed.

            Create a new scenario

            To create a new scenario, follow these steps:

            1. Enter a valid name of the new scenario in the Create/Select Scenario field.

            2. Click the Create “<valid name entered in step 1>” text.

            3. Optional. Add a description for your scenario.

            To add steps and assertions to your scenario, see Create a Test Flow.

            Rename a scenario

            To rename a scenario, follow these steps:

            1. Click the options icon in the Create / Select Scenario field.

            2. Select Rename Scenario.

            3. Enter a new name for the scenario.

            4. Click Apply.

            Renaming the scenario will only change its name. Other details will remain unchanged.

            Clone a scenario

            To clone a scenario, follow these steps:

            1. Click the options icon in the Create / Select Scenario field.

            2. Select Clone Scenario.

            3. Enter a new name for the scenario.

            4. Click Apply.

            2.6 - Dataset

            Overview

            A dataset is a collection of input data used for the parameters included in a test flow. First, you must define your test flow in the Flow module and ensure that the steps added to each scenario have a well-defined template. The templates for all the Steps in the flow will be used to create your dataset.

            View

            In the upper left corner, select your project from the Select Project dropdown list. Only the datasets associated with the selected project are displayed on the left pane.

            Edit a dataset

            To view or modify the details of a dataset, select the dataset from the left pane that lists all datasets associated with the selected project. You can change any detail by directly editing the corresponding field. Ensure to click Update after making your modifications.

            The search feature allows you to filter the list of datasets by providing a keyword or the full name of a dataset. Only the datasets that match the provided keyword or name will be displayed in the view.

            Create a dataset

            To create a dataset, click on the icon on the top left pane and enter valid values to the following:

            Field NameDescription
            Dataset NameName of the dataset.

            Mandatory: Yes
            Test Flow

            Dropdown list displays all test flows defined in the Scenarios and Steps associated with it.

            Mandatory: Yes

            Step Dataset TemplateTo view or modify a dataset template, first select a scenario and then choose the corresponding step. Next, select a template from all the templates defined for the chosen step.

            After selecting a template, the Request payload will be displayed.

            Mandatory: Yes
            Source Type

            Specifies the type where the parameter will get its value. Possible values are the following:

            • Default Value — Value comes from the step dataset template or the user input variable submitted during the bulk dataset upload via the Excel template.
            • Project Variable — Value comes from a project variable.

            Mandatory: Yes

            Source ValueSpecifies the value to be used by the parameter.

            To modify the pre-defined value of a project variable source, select a variable from the dropdown list.

            To modify the pre-defined value of a static variable source, directly enter the new value in the textbox.

            Mandatory: Yes

            Upload a Bulk Dataset

            The Dataset module allows you to upload large datasets by using a predefined Excel template. You can format your data according to the specified template, then it can be uploaded into the system.

            2.7 - Results

            Overview

            The Results module provides a centralized view of test execution results, allowing you to track real-time progress or review metrics for completed tests. It displays detailed information about the executed scenarios and steps, along with visual summaries like pie charts. There are two tabs in the Results module: Summary and Results.

            The header section provides a quick and high-level overview of the test execution with the following details:

            Field Description
            Execution status Indicates the current state of the execution. The possible values are Completed, In Progress, Warning, and Failed.
            Run Number Unique identifier of the test execution run.
            Test Flow Name of the test flow being executed.
            Run By User who initiated the test execution.
            Started At Date and time when the test flow execution began.
            Ended At

            Date and time when the test flow execution was completed.

            If the execution is still in progress, this field is empty.

            Duration

            Total time elapsed during the test flow execution.

            If the execution is still in progress, this field is empty.

            Test Datasets

            Number of datasets used during the test execution.

            If the execution is still in progress, this field is empty.

            Scenarios

            Total number of scenarios executed within the test flow.

            If the execution is still in progress, this field is empty.

            Steps

            Total number of steps executed within the test flow.

            If the execution is still in progress, this field is empty.

            Passed Percentage

            Percentage of scenarios that successfully passed.

            If the execution is still in progress, this field is empty.

            Download Summary Downloads the Results summary in pdf format.

            Summary

            The summary tab displays the Total Datasets, Error Categorization, Duration, Pass Rate Over Time, and Test Flow Average Execution per Test Run.

            Total Datasets

            The Total Datasets pie chart provides a quick visual representation of how many datasets passed, failed, are in warning status, or are still running.

            Error Categorization

            The Error Categorization pie chart provides a quick visual representation of how the errors are categorized.

            Duration

            The Duration chart provides a quick visual representation of how long the test was executed.

            Pass Rate Over Time

            The Pass Rate Over Time chart provides a quick visual representation of how the success rate of tests changes throughout the test runs.

            Test Flow Average Execution Time per Test Run

            The Test Flow Average Execution Time per Test Run chart provides a quick visual representation of how long the test runs and the average each test run takes to complete.

            Results

            The results tab displays information about the scenarios and steps. Its details, assertions, payloads, and attachments. It also highlights the Overall Scenario Summary, Scenario Step Types Distribution, and Scenario Step Status Distribution.

            Scenarios and steps

            The dashboard highlights the details of the executed test scenarios and their individual steps. The left pane provides a hierarchical view of the test flow, broken down into its constituent scenarios. Each scenario is further expanded to display the steps within it, allowing users to examine the execution status, duration, and other relevant metrics for each step.

            Details

            The Details tab displays the following information:

            Field Description
            Step Name Name of the selected step.
            Step Type Type of the selected step.
            Start time Date and time when the test step execution began.
            End time Date and time when the test step execution was completed.
            Duration Total time elapsed during the test step execution.
            Assertion status distribution Pie chart that provides the status distribution of the assertions.
            Step Started Displays the step status, date and time the step execution began, and the query if available.
            Step Failed Displays the step status, date and time the step execution began, payloads, and the query if available.
            Step Completed Displays the step status, date and time the step execution began, and the payloads.

            Assertions

            The Assertions tab displays a detailed list of all the field names specified for validation within the selected test step. For each field, the expected value, the actual value, and the operator are displayed in a tabular form.

            When the expected and actual values are the same, meaning the validation passed, the row is highlighted in green. Otherwise, the row will be red.

            Payloads

            If the step type is API, the Payloads tab provides access to the request and response payloads associated with the selected step. This tab allows you to review the details of the data exchanged during the execution. Additionally, you can search for specific nodes by entering a keyword or the full parameter in the search text box.

            Attachments

            The Attachments tab displays all files utilized during the test step execution. This includes any relevant documents, logs, or additional files uploaded for reference during the test.

            Overall Scenario Summary

            The Overall Scenario Summary offers a high-level overview of the scenario to which the selected step belongs.

            Field Description
            Scenario name Name of the scenario to which the selected step belongs.
            Environment Environment where the test scenario was executed.
            Started at Date and time when the test scenario execution began.
            Ended at Date and time when the test scenario execution was completed.
            Passed steps Percentage of the passed steps within the scenario.

            Scenario Step Types Distribution

            The Scenario Step Types Distribution pie chart shows the proportion of different step types within the selected scenario, such as API, UI, or database steps.

            Scenario Step Status Distribution

            The Scenario Step Status Distribution pie chart provides a quick visual representation of how many steps passed, failed, or are still running.

            3 -

            What is RIA Test Automation?

            RIA Test Automation is a versatile software testing solution developed by RIA Advisory to streamline and enhance the testing process for enterprise applications. Initially created to address the challenges of efficient regression testing in internal projects, it has now grown into a robust tool that can adapt to any enterprise system, providing complete end-to-end testing capabilities.

            This tool especially supports various Oracle products, including Oracle Revenue Management and Billing (ORMB), Customer-to-Meter (C2M), Utilities Customer Cloud Service (CCS), and Meter Data Management (MDM). However, its flexible architecture allows for seamless integration across diverse business applications. Test Automation facilitates thorough testing across APIs, batch processes, and user interface interactions, enabling you to deliver quality software while minimizing the effort and costs involved in the testing process.

            Learn more about the Test Automation

            ArchitectureProvides an overview of the TA structure.architecture.md
            DashboardMonitor your testing configuration and processes.dashboard.md
            ProjectCreate your own testing workspace.project
            StepDefine the steps within a project.step.md
            AssertionDefine assertions within a project.assertion.md
            FlowManage test flows within projects.flow
            DatasetManage your test data.dataset.md
            ResultsView the results of executed scenarios.results.md