Creating Continuous Testing Manager Suites by Bookmark

Within the Worksoft Portal, you are able to save your favorite Certify folders and processes by creating a bookmark. You can use the bookmark to create a suite.

To create a CTM suite by bookmark, you must complete the following tasks:

Create suite.
Select bookmark.
Determine how to run the suite.
Determine when to schedule the suite to run.
Select who receives notifications about the suite.

To create a suite:

From the Continuous Testing Manager menu, click Suites.

The Suites page opens.
Click Create Suite by Bookmark.

The Create Suite page opens.
In the Suite Name field, enter a unique name for the suite.
In the Tags field, enter tags that will help you filter suites by tags. Separate the tags with commas.
(Optional) In the Description field, enter a description for the suite.
The suite is now created.

Next, you will select a bookmark for your suite.

To select a bookmark:

In the Create Suites page, scroll down the page to the Select Bookmark section.

The Database and Project fields drop-down lists are populated.

In the Select Bookmark section, select a bookmark from the selected project.

After you selected a bookmark, the bookmarks are listed in the Select Certify Bookmark(s) section.
Click the Select Results Folder button.

The Select Results Folder dialog opens.
Select the folder where the results for your suite will reside in Worksoft Certify.
Click OK.
After you have selected your bookmark, click Next.

The next step is to select how to run the bookmarks.

To specify how to run the suite:

After you have clicked Next, the Execution Specification page opens.

If you need to go back to the previous page, click 1 on the Progress Bar.

Specify how you want to conduct your process execution:

Action	Options
Execution Sequence	Parallel Run selected bookmarks at the same time. Sequential Run selected bookmarks in a specified order. If you select this option, then you must select the order of bookmark execution in the first column of the List of Selected Bookmarks section.
Execution Stop with Errors	No stop (Run all tests) Run all bookmarks without stopping. Abort execution after # errors(s) Abort bookmark execution after a specified number of errors.
Execution Timeout	No timeout Set no timeout for execution. Abort execution after # minute(s) Enter the number of minutes in which to abort execution.
Machine Attributes	Runs on First Available Run bookmark from any available CTM Agent. Enter Attributes Use these attributes to help identify which machine you want to use for execution. When selected, the attribute grid opens. Click the Add Key/Value button. Enter your key and value, and click the Save button. Repeat this process to add more attributes.
Machine Credential Attributes	Runs on First Available Run bookmark from any available CTM Agent. Enter Attributes Use these attributes to help identify which machine you want to use for execution. When selected, the attribute grid opens. Click the Add Key/Value button. Enter your key and value, and click Save . Repeat this process to add more attributes.

Scroll down the page to the List of Selected Bookmarks table.
If you selected to run the bookmarks sequentially, select the order in which you want to run them.
If you want to run a bookmark in parallel to another bookmark, select the Bookmarks Run in Parallel ** option from the drop-down list.
Click Next.

The next step is to schedule execution of your suite.

To schedule execution of your suite:

After you have clicked Next, the When to Run (Schedule) page opens.

If you need to go back to the previous page, click 1 or 2 on the Progress Bar.

In the Schedules Assistant section, select one of the following options:

Option	Description
By Request (On Demand)	No execution schedule is selected for the suite. You can manually execute the suite after you have completed configuration.
One Time	Schedule the suite to execute one specific time. If you select this option, you must do the following steps: Click in the Start Date field to select a date. Click in the Start Time field to select a time. From the Time Zone drop-down list, select a time zone. Click Save. A message asks if you want to schedule suite execution at the selected time. Click Yes.
By Schedule (Recurring)	Schedule the suite to execute on a specified recurring schedule. If you select this option, you must do the following steps: In the Recurrence Range section, click in the Start Date field to select a date. If you want the schedule to end by a certain date, select the End by option and click in the End by field to select a date. If you would rather have the schedule end after a certain amount of occurrences, select the End after option and click in the End after field and enter a number. Click in the Start Time field to select a time. From the Time Zone drop-down list, select a time zone. From the Recurrence drop-down list, select one of the following: Hourly Enter the amount of hours. Daily Enter the amount of days. Weekly Enter how many times you want to execute in the week. Also, select which days you want to execute the suite. Monthly Enter the day and the number of months. Yearly Enter the amount of years and select the month and day. Click Save. A message asks if you want to schedule suite execution at the selected time. Click Yes.

Click Next.

The next step is to select who receives notifications about the suite.

To select who receives notifications about the suite:

After you have clicked Next, the Who to Notify (Accessibility) page opens.

If you need to go back to the previous page, click 1 , 2, or 3 on the Progress Bar.

In the Suite Accessibility section, click the Add User/Group button.

The Select Users and Groups dialog opens.

At least one user or group must be assigned permissions.
From the Permission drop-down list, select one of the following:
View/Edit/Delete - Users or groups have full permissions.
View - Users or groups have only view permissions.
Choose one of the Selected Users option:
User(s)
User Group(s)

The table lists available users or groups.

Click the Add button in the Action column next to the user or group you want to assign permissions.

The user or group is added to the Selected User or Group.
Repeat this process to add more users or groups with different permissions.
When you have completed assigning permissions, click Close.

The assigned permissions appear in the Who to Notify page.

In the View Only selection, select one of the following options:
Private
Public

In the Email Notification grid, enter the email addresses that you want notified after the suite execution is complete.

Use commas to separate multiple emails.

You can add email addresses to the following statuses:

Status	Description
All Statuses	Recipient receives email notification for all execution statuses.
Certify Error	Recipient receives email notification for all execution statuses that fail because of a Certify error.
CTM Error	Recipient receives email notification for all execution statuses that fail because of a CTM error.
Passed	Recipient receives email notification for all passed execution statuses.
Failed	Recipient receives email notification for all failed execution statuses.
Aborted	Recipient receives email notification for all aborted execution statuses.
Timeout	Recipient receives email notification for all execution statuses that timed out.
Skipped	Recipient receives email notification for all skipped execution statuses.

After you have added all of the email addresses, click Final.

You have completed creating your suite and the Final page opens with the suite summary.
Click Close to complete the editing or click Run Now to run the suite.

Editing a Suite

Open the Suites page and click one of the following buttons next to the suite that you want to edit:

Button	Action
	Enable or disable the suite.
	Run the suite.
	Edit the suite.
	Delete the suite.