Getting Started with Certify and Azure DevOps Integration

Worksoft Certify integrates with Azure DevOps to synchronize Certify and Azure DevOps folders and test cases. You can synchronize from Certify to Azure DevOps, from Azure DevOps to Certify, or bi-directionally.

The Getting Started section provides information on getting started with the Certify and Azure DevOps integration, and the How To section provides detailed procedures.

To integrate Certify with Azure DevOps, you must perform the following tasks:

Worksoft Portal

  • Add at least one user to the tenant with the following groups assigned:

    • Tenant Admin

    • Integration Gateway Reader

    • Continuous Testing Manager User

    • Continuous Testing Manager Suite Admin

    • Continuous Testing Manager Suite Viewer

    • Continuous Testing Manager Machine Admin

    • Continuous Testing Manager Execution Admin

    • Continuous Testing Manager Machine Credentials Admin

    • Certify Results Exporter Administrator

    For more information, see Adding Users in the Worksoft Portal.

  • Generate a user token.

    For more information, see Creating an API Token in the Worksoft Portal.

  • Verify that the Certify database you want to use has been added to the tenant.

    For more information, see Adding Certify Databases to the Worksoft Portal.

Azure DevOps

  • Generate a Personal Access Token (PAT).

  • Create a project to use for synchronization with Certify.

  • Enable the project.

  • Create folders and test cases within the synchronized project.

    During synchronization, the folders and test cases are automatically created in Certify under the folder you created in Azure DevOps.

    Test case steps are not synchronized, so all steps must be created exclusively in Certify.

  • Add users and permissions to the project. You must assign permissions for test cases, test cycles, test plans, test executions, reports, and configuration.

Worksoft Certify

  • Create a project to use for synchronization with Azure DevOps.

    You will specify this project during the Integration Gateway configuration.

  • Create a user for the integration and add Read and Write permissions for results to view execution logs and results in the Worksoft Results UI.

    For more information, see Creating New Certify Users and Assigning Permissions.

  • Add the user to the project with Read, Write, and Execute permissions.

    For more information, see Assigning Permissions to Projects.

  • If needed, you can add folders within the project.

    For more information, see Creating Process Folders.

  • After synchronizing with Azure DevOps, add steps to the test cases.

    Test case steps are not synchronized, so all steps must be created exclusively in Certify.

    For more information, see Adding Steps to Processes.

Integration Gateway