Creating new test environments

You can create a test environment for lab resources, which can be stored and reused in many lab management tasks, for example, lab resource requests, searching for lab resources, and creating future test environments. A test environment is a set of lab resource attributes, for example, the make, memory, operating system, and software for a particular type of machine.


To create a test environment:

  1. In the main menu, click Lab Management > Create > Test Environment. The Create Test Environment editor opens.
  2. Click <Enter New Test Environment Name> and type a name for the test environment. This is a required field.
  3. In Description, click <Click here to enter description> and type a brief description of the test environment.
  4. Under Summary, click Add content to type a detailed description of the test environment. In this section of the editor, you can also attach a diagram or document. Click Preview to close the text editor.
  5. Under Related Channels, click Add channels to add channels to the test environment. To remove them later, click Delete channels.
  6. Under Coverage, in Lab Resource Descriptions, click Enter a label for the Lab Resource Description 1 and type a name for a lab resource that is part of the test environment.
  7. In Type, select a lab resource type, for example, PhysicalMachine.
  8. Click the Add Criteria icon (Add attribute). The Select Attribute window opens, showing fields of information that you can include in the lab resource definition.
  9. To select items one at a time, click the item, and then click Add. Repeat until you have entered all the fields you need, and then click Add and Close. To select multiple items and add them all at the same time, press and hold the Control key, and select the items, and then click Add and Close. These fields are added to the lab resource description and are displayed under Type. Enter information for each of these fields as needed.
  10. To add an additional Lab Resource Descriptions section, in the upper right corner of the Lab Resource description section, click the plus sign icon (Add). You can add as many lab resources as you want to the test environment. To delete a Lab Resource section, click the X icon (Remove).
  11. At the top of the page, click Save.

    When channels are enabled in the project, saving changes to a test environment's lab resource descriptions will prompt the user to synchronize the test environment with channels. Channels are subsets of test environments based on common lab resource properties. For example, imagine creating two new test environments, both with Windows 7 Enterprise as an operating system and x86-64 CPUs. If a channel exists in the project for Windows workstations with 64-bit CPUs, these two environments would be linked to that channel once they were synchronized. After, when selecting one of these test environments to run a test case execution record, the x86-64 Windows workstation channel would be available for use.

    If one of those workstations had its operating system or processor changed, after which channel-test environment relationships were synchronized, that channel would no longer be available when running a test case execution record on that environment.

  12. Optional: Manually update the test environment-channel relationship at any time by clicking Synchronize test environment with channels (Synchronize). This relationship will persist until channels and test environments are synchronized again.
  13. In the main menu, click Lab Management > Browse > Test Environments. The test environment you just created is displayed in the list of test environments.


This test environment is now available to use when defining a new lab resource, searching for resources, and creating requests and reservations.