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# Create and manage tests

This section describes how to create and manage tests in the test management page. You can also upload test scripts, and view and edit scripts details and parameters from this page.

Tip: See the Video gallery for a video on how to set up and run performance tests.

In this topic:

## Create a test folder

This section describes how to create test folders which are used for storing your tests and scripts.

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. In the test management tree, select any folder node (other than the Unattached folder), and click the New Folder button .

3. Enter a name for the test folder.

   Note: A folder name cannot include the following characters: \ ^ *

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## Manage test folder assets

You can view and manage all tests and scripts in a test folder, and get run details for all tests in the selected test folder.

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. In the test management tree, select a test folder.

   All the scripts and tests in the folder are displayed in the Tests and Scripts pane.

3. Click the Tests and Scripts tab to get details on a test or script.

   Action | How to
   --- | ---
   Preview a test or script | Select a test or script in the Subject area. Details are displayed in the preview pane. This includes the creation and last modified date, the protocol used for a script, the workload type and the total number of Vusers and groups in a test. Click the test ID link to open the test page, where you can view and/or edit the test. For details, see View test details. Click the script ID link to open the script page, where you can view and/or edit the script. For details, see View script details.
   Add test assets | Click the New Test button and add a new test. For details, see Create a test.
   Copy or move test assets | Right-click the asset you want to copy or move, and select Copy/Paste or Cut/Paste.
   Delete test assets | Select the assets you want to delete, and click the Delete button . For details, see Delete a test or test folder.
   Upload script | Click the Upload Scripts button , and then continue from step 2 of Upload and edit scripts.
   Open test Designer window | Select a test in the Tests area. Click the ID link. The test opens in the Performance Test Designer window. For details, see Performance Test Designer.
   Sort or filter test assets | For details, see Personalize your display.

4. Click the Runs tab to display run details for all tests in the selected test folder. For details, see Manage test runs and results.

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## Upload and edit scripts

You can upload and edit the scripts you want to use in your performance tests.

For details, see Upload a script and Edit a script.

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## Create a test

You can create a new test from the test management tree or from the Create New Performance Test dialog box.

To create a test from the test management tree:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. In the test management tree, select a folder in which you want to create a test or create a new folder, and click the New Test button .

3. In the Create New Performance Test dialog box, define the test.

   UI Elements | Description
   --- | ---
   Test Name | Enter a name for the performance test. Note: It must be a unique name that is not used by another test or script in the same test folder.
   Assign Test Set | Select an existing test set to which to assign the test, or click Edit Test Sets, and create a new test set in the Manage Test Set dialog box. For details, see Create, edit, or assign a test set.
   Workload/Schedule types | Select a type of workload for the performance test. The type of workload you choose determines the type of schedule by which the test runs, and how the Vusers are distributed at runtime. For details on distributing Vusers in a performance test among the Vuser groups, see Distribute Vusers among Vuser groups. For details of workload types, see Vuser distribution methods.

4. Click OK. The test opens the Performance Test Designer window. For details, see Performance Test Designer.

   Continue from step 3 of Select a test workload.

To create a test from the Create New Performance Test dialog box:

1. In the banner, click the More actions menu button and select Create a test.

2. In the Create New Performance Test dialog box, define the test.

   UI Elements | Description
   --- | ---
   Test Name | Enter a name for the performance test.
   Test Folder | Select a folder in which to create the test. For details on creating a folder, see create a new folder.
   Assign Test Set | Select an existing test set to which to assign the test, or click Edit Test Sets, and create a new test set in the Manage Test Set dialog box. For details, see Create, edit, or assign a test set.
   Workload/Schedule types | Select a type of workload for the performance test. For details of workload types, see Vuser distribution methods.

3. Click OK. The test opens the Performance Test Designer window.

   Continue from step 3 of Select a test workload.

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## Create, edit, or assign a test set

You must assign a test to a test set before you can run the test. A test can be assigned to more than one test set.

To create a test set:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. Select an existing test, or create a new test.

3. Define a test set.

   1. In the Create New Performance Test dialog box, click the Assign Test Set drop-down arrow, and select Edit Test Sets.

   2. In the Manage Test Sets dialog box, click the New Folder button , and specify a name for the Test Set folder.

   3. Select the test set folder you created, and click the New Test Set button .

   4. Enter the test set name, and then click Assign.

4. Select a type of workload for the performance test. For details of workload types, see Vuser distribution methods.

To edit a test set:

1. In the banner, click the module name or the arrow and select Test Management > Tests & Scripts / Runs.

2. In the test management tree, select the test to which the test set is assigned, and open the Test Details tab.

3. In the test summary pane, go to Assigned Test Set and click the Edit icon .

4. In the Assign and Select Test Set dialog box, perform the following actions.

   Action | How to
   --- | ---
   Add a test set | Click the Assign Test Set button to create a new test set in the Manage Test Set dialog box, and then assign it to the test.
   Delete a test set | Click the Remove from Test Set button to remove the attached test set from the test.

To assign or change an assigned test set:

You can assign a test set as follows:

- For a new test: In the Create new performance test dialog box, select the test set you want to assign to the test and click OK.

- For an existing test: In Test Management, select a test from the test management tree, open the Test Details tab, and click the Assigned Test Set arrow. Select the test set to assign to the test and click OK.

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## View or edit tests and test runs

This section explains how to view and edit performance tests and test runs.

To view or edit tests and test runs:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. Click a performance test in the test management tree. You can search or filter the tree for specific tests or test folders.

   Action | How to
   --- | ---
   Search for tests or test folders | Click the Search button to search for tests or test folders by name. Type the name (or part of the name) in the search box. All tests and/or folders that contain the search string are dis[played.
   Filter the tree for tests | Click the Filter button and select Test to display tests only, or the All button to display all tests and scripts. For test details, see Edit or run a test from the Testing page.

3. Edit or run a test from the Testing page.

   Action | How to
   --- | ---
   View test details | Details about the test are displayed in the Test Details tab. This tab open by default when you select a test. This tab includes the following panes: Test Summary area. Provides an overview of the test. For details, see View test summary. Last Run. Details from the last time the test was run. Failed Transactions. You can view failed transactions in the Test Runs page, and perform quick trending analysis by drilling down and investigating specific transactions related to the run. For details, see Perform quick trending analysis. Test Runs Trend. Displays a trend graph which monitors the test runs of the selected test over time. For details, see View trend graph below. Description. A description of the test. Click the Edit button to add or modify the test description, and then click the Enter button .
   View trend graph | The Test Runs Trend panes displays the test runs of a selected test over time. To filter the information displayed in the trend graph: Click the From and To calendar button and select the time frame to display in the graph. Select the Scaling option to automatically scale the measurements by calculating the best ratio for displaying the graph. The scaling factor is specified for each measurement. Select the desired measurement types you want to view: Average Hits Per Second. Measures the average number of hits per second within the trended time range. Average Throughput Per Second. The amount of throughput per second within the trended time range. Total Passed Transactions. The total number of passed transactions run within the trended time range. Total Failed Transactions. The total number of failed transactions run within the trended time range. % Failed of Total Transactions. The number of failed transactions out of the total number of transactions. Total Errors. The total number of errors within the trended time range. Maximum Vusers. The maximum number of running Vusers during a test run within the trended time range. Duration in Minutes. The duration of a test run in minutes within the trended time range.
   Add the test to a test set | In the Test Summary pane, click the Assigned Test Set button to assign a test set to the test, or to edit an existing test set. For details, see To assign or change an assigned test set:.
   View or edit the test in XML mode | Click the Coded Test tab to view the test data in XML format. For details, see View or edit a coded test in XML mode.
   View test run details | Click the Runs tab to manage results and related actions for test runs. For details, see View test run details.
   View test assets | Click the Relations tab to display all assets (monitors and scripts) associated with the currently selected test. For details, see Related Monitors Pane.
   Manage test attachments | Click the Attachments tab to view or add attachments that provide additional information about the test. You can attach a file or URL. Click the Add Attachment button to add a file attachment to a test or script. Attachments can be up to 10 MB per file, and the following file formats are supported: .css, .csv, .doc, .docx, .ehtml, .htm, .html, .ics, .js, .msj, .pdf, .sh, .shtml, .shtm, .txt, .text, .xbl, .xls, .xlsx, .xml, .xsl, and .xslt. To add a description to the attachment, click the Description field in the Attachments grid and enter a description. Tip: To add an email as an attachment, save the email on your desktop and then use the Open dialog box to add it. Click the Add URL button to add a URL to a test or script. You can attach any valid URL scheme such as HTTP, FTP, Gopher, News, Mailto, or File.
   View test changes | Click the Audit tab to display a list of changes made to the currently selected test. For details, see View changes made to a test run. Note: Administrators can display a list of changes made to other entity types, such as projects, users, hosts, and roles from Administration. For details, see Audit entities and user connections.
   Edit test | Click the Edit Test button to open the Performance Test Designer window where you design performance tests. For details, see Performance Test Designer.

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## View or edit a coded test in XML mode

The Coded Test feature enables you to view and modify tests in XML format, making it easier to make changes directly to your tests.

To open a test in XML format:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. Select a test in the test management tree. The Test Details pane is displayed for the selected test.

3. Click the Coded Test tab. The selected test is displayed in XML format.

To edit a test:

1. Make changes directly in the XML file as required.

   - You can use the auto-complete feature to select parameters.

   - Use the context menu to cut, copy, or change all occurrences functionality. You can also open the Command Palette which holds frequently used functionality, such as sorting, changing the syntax and changing the indentation settings.

   Note: If you plan to change settings relating to test options in a test, we recommend making these changes in the Test Options dialog box and not in the Coded Test tab. For details, see Configure test options.

2. To view your changes, click Compare to Original. The XML comparison tool compares the two XML files side-by-side, and highlights the differences between them.

3. After making changes, click Save Test. A pane opens displaying the validation XML.

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## Run a test

This section describes how to run a performance test.

To run a test:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. Select a test in the test management tree. The Test Details pane is displayed for the selected test.

3. Click Run Test.

   - If the selected test is assigned to a single test set, the Run Test dialog box opens.

   - If the selected test is assigned to more than one test set, or if the selected test is not assigned to a test set, the Assign and Select Test Set dialog box opens. Select a test set and click Run. The Run Test dialog box opens.

4. In the Run Test dialog box, run the test in a reserved timeslot or create a timeslot reservation.

   - To run a test in a reserved timeslot, select the Reserved tab to run a test in a reserved manual timeslot that has been assigned to your test, or in a timeslot that has not been assigned to any test. If no timeslots are available, you are unable to schedule a test.

   - To create a new timeslot reservation:

     1. In the New Timeslot section, configure the following timeslot settings.

        UI Elements | Description
        --- | ---
        Duration | The amount of time, in hours and minutes, that you need the resources reserved.
        VUFDs | Requests VUFDs Vusers for the test rather than typical Vusers. For details about VUFDs, see License types.
        Requested Resources | The resources being requested for this test.
        Post Run Action | The action to be taken when the test run is complete. If the system administrator has set the post run action, the selected action is set as the only option for all tests across the project, and you cannot change the setting. If the system administrator has not set the post run action, select one of the following the actions: Do not collate. Frees the machines immediately after the performance test ends. When the run has finished, the run results are stored on the load generators. You can analyze the results at a later stage from the Results. Note: This option is not available when the collate at runtime option is selected in Test Options. For details, see Configure general test options. Collate results. When the run has finished, the run results are collected from all the load generators. This is recommended because collation of results takes only a few minutes, and can prevent loss of or inaccessibility to results in case any of your load generators becomes unavailable. For details, see Collate run data. Collate and analyze results. When the run has finished, the run results are collected and analyzed. Data analysis requires some time, depending on the size of the results file. If there is no timeslot available to include the data analysis, select the Collate results option instead, and run late Analysis when a data processor becomes available. You run late Analysis from the Results tab. For details, see Manage test results. Note: This feature controls the action performed immediately after the run ends. It does not prevent collating or analyzing results from the Test Runs page at a later time.
        Calculate Availability | Calculates the availability of the resources required for running the test and checks whether a new timeslot can be created. Note: If the current resources are insufficient for the selected test, you cannot reserve a timeslot to run the test.
        <Availability results> | Displays the results of the availability verification. If your timeslot cannot be reserved, the reason is displayed.

     2. Click Run. The Run Dashboard opens and the test starts to run using the hosts reserved by the selected timeslot. For details, see Run Dashboard.

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## Delete a test or test folder

This section describes how to delete a test or test folder.

To delete a test or test folder:

1. Click the Navigation menu and select Test Management > Tests & Scripts.

2. Select a test or folder from the test management tree, and click the Delete button .

   - When deleting a folder, the selected folder is deleted and all related tests are moved to the Unattached folder. You cannot delete the root Subject folder.

   - When deleting a test, the selected test is deleted permanently. In addition, all test runs associated with the deleted test are deleted from the project and removed from any associated test sets.

   Note: Deleting a performance test that is linked to a timeslot affects the timeslot.

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See also:

- Tests
- Scripts

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