Work with application modules

To track product quality, set up application modules and assign items.

Plan the application module structure

When deciding how to structure your application models, consider the following:

  • How you currently manage the quality of your product. In particular, focus on the areas of the product whose quality you want to track.


    • End-to-end user processes

    • User navigation within the product

    • Consistency and syntax of messages and warnings

    • Performance and load

    • Regression

  • How you structure the application - windows, panes, and so forth. These areas can help you decide which and how many application modules to create.

  • How users use the application. Is it a per-module use? Are there special areas and functionality in the application that they need? These decisions influence whether you need application modules.

  • How you want to account for your organization's internal development processes. Do you need to test these areas?

Use this information to design your application module tree in the next step.

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Build the application module tree

Before you can perform any analysis, build the application module tree.

To build the application module tree:

  1. From the ALM Octane title bar, open the Quality module .

  2. In the toolbar above the tree, click the Add button +.

  3. In the Add Application Module dialog box, specify a Name, Description, and Parent.

    If you selected an item in the tree, ALM Octane uses the selected node as the Parent application module.

    Tip: Did you create an application module at the wrong place in the tree? Click the Edit button and update the Parent field. You can also drag items to new parent items as needed.

    If you reorganize the tree, ALM Octane rearranges the order by rank.

  4. Repeat as necessary to create the full tree.

  5. In the toolbar, click the down arrow on the Define subset button .

  6. From the drop-down list, select the application modules to display.

    You can select only the first level application modules.

  7. In the toolbar, click the Show all descendants button to display the application modules created as children of the currently selected item.

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Add user defined fields to the application module

Application modules include a Details tab, which by default, include the Description and Parent fields.

Customize this tab to include additional fields, including user defined fields. For details, see Customize fields.

Use these fields to create cross-filters in the Backlog and Team Backlog modules and in the Dashboard. For details, see Create a cross filter.

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Assign items to application modules

In order for application modules to be useful, add features, tests, and defects. After you assign items, ALM Octane can assess product quality.

To assign items manually:

When creating a single item

In the item, in the Application modules field, select a relevant application module:

For multiple items from the grid
  1. Do one of the following:

    • In the Backlog module, select tests in the Tests tab, features in the Features tab, or defects in the Stories tab

    • In the Quality module, select items in the Defects, Features, or Tests tab

  2. In the toolbar, click Assign to Application Modules.

  3. In the dialog box, select the relevant application modules and click OK.

    If you are assigning automated tests, the Assignment Rule button is enabled. Use this to create a rule that assigns automated tests. For details, see Create and manage rules to assign automated tests.

Tip: To find unassigned items, in the application module tree click the Unassigned link.

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Create and manage rules to assign automated tests

Assigning tests to application modules may be tedious and time-consuming. Create a rule to assign tests to specific application modules.

To assign tests:

  1. In the Tests tab (in the Quality module or the Backlog modules), select one or more tests.

  2. Click Assign to Application Modules.

  3. Select one or more application modules.

  4. Click Assignment Rule. The Create or Edit Assignment Rule dialog box opens:

  5. Add a new rule, or locate an existing one that you can adjust or copy.

    • To create a new rule, enter a meaningful name in the Rule name, such as End2End Tests.

    • To search for an existing rule, start typing a filter property value or a rule name. From the list that opens, select the rule.

      Tip: To view the full list of rules, enter only *.

      To create a new rule based on the one you selected, change the Rule name.

      To update the selected rule, leave the Rule name unchanged.

  6. (Optional) Edit the list of application modules to assign with this rule.

    You can also add a Test owner to assign, or one or more test fields: Test framework, Test type, Test level, and Testing tool.

  7. If you selected many tests without opening an existing rule, ALM Octane creates an initial filter. ALM Octane bases this filter on the properties of the selected tests.

    Click Add filter to add conditions to the filter, or edit the existing conditions. Use these fields to create the conditions: Class name, Component, Name, and Package.

    Filters can be multipart and complex and can include '*' as a wildcard. If necessary, click the Add filter button again to add more items to the filter.

    You must meet all conditions for the rule to assign the selected values to an automated test.

  8. Select if the rule assigns application modules and a test owner if those fields already have values, or only if they are empty.

  9. As you edit the rule, view how many currently existing tests you will change with the new rule.

  10. Click Create Rule. The rule affects all current and future tests that match the filter. This includes tests currently in the system, as well as new automated tests added in the future.

To manage test assignment rules:

  1. In the Tests tab select one or more tests, and click Assign to Application Modules

  2. Select one or more application modules and click Assignment Rule. The Create or Edit Assignment Rule dialog box opens.

  3. Click the Manage Rules link in the lower left corner.

  4. To edit a rule, click the rule ID link and modify its definitions as described above.

    To sort, filter, group, delete, and export rules, use the toolbar options similar to other entities in grids.

Tip: You can manage tests assignment rules in the ALM Octane settings area. For details, see Create and manage test assignment rules.

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