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There are two three tabs on the page: General Settings, Audit and AuditConfigure Logo.

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  • Account Reactivation After Failed Logging: Once user reaches the maximum Login Limit as mentioned above, the account will be deactivated. Set the time in the Re-activate after for a user-account to stay locked after exceeding the Login Limit.

  • Password Expiry Period: Specify the number of days after which password will automatically expire. Enable the Expiry Time Period and the enter the number of days in the Days field.

  • Password Expiry Notification: Specify the number of days before which user will get email notification about the password expiry. This option is enabled only if the Password Expiry Period is set.

    Only QMetry authenticated users (Non-LDAP and Non-SAML) will receive this email notification.

    Note:

    • The ability to customize the settings is available only for users who have purchased the Customization app.

    • Users who do not have the Customization app, the setting defaults to five days before password expiry.

    • Make sure the Notification Period is less than the Password Expiry Period mentioned in the settings.

  • Approval/Closure workflow levels and users: Specify the number of levels and users per level required to “Review Requirements” OR “Approve Test Cases/Test Runs” OR “Closure of Test Run”. (if the eSignature feature is enabled)

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Retention Policy: Mention the details below to retain information for operational or regulatory compliance needs.

Note: You can modify the settings only if the Customization and Audit & Compliance packages are enabled on your QMetry instance. 

  • No of days: The log retention limit can be set from 30 to 1095 days. By default, the logs are retained for 180 days. Mention the days in the box and click Save to save the configuration.

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Expand the Activity related to Audit Log and you can see its progress. You can also download the log by clicking on the Download icon for the activity.

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System Administrators can now add their organizations logo to the PDF and Word exports for test executions, test cases, System Reports, Custom Dashboard, scheduled reports as well as on the email notification templates. If permitted by the system administrator, project administrators can override the default logo configured by the system administrator and add their project logo to the PDF and Word exports for the project.

Note: The feature is only available for customers who have purchased the Customization app.

Use Case: Organizations share the Word/PDF exports of test assets (test cases, test executions, exploratory testing), System Reports, Custom Dashboards for their clients or approval authorities for showing testing progress. They need an ability to add their own or client logos on Word/PDF exports.

Notes:

  • Users can either upload a new logo or use the default QMetry logo. Logos uploaded in the past are not preserved.

  • Settings of Project settings will be given higher preference than the Instance level settings.

  • Events of upload/change the logo on the Instance or Project level are captured in the Audit Logs.

  • Email notifications will always display the logo configured at the instance level.

Required Permissions:

  1. Users should have Customization “Modify” permission for Instance level configuration.

  2. Project level settings are enabled by the Admin from the Instance level. Once it is enabled, users should have Project “Modify” permission to configure the Project level settings.

Image Specifications:

The image should have the following characteristics:

  • JPG or PNG format

  • Horizontal proportions (Recommended 144 x 50 px)

  • White or transparent background

  • 1 MB maximum size

Configure Logo at Instance level

Steps:

1. Go to Customization > General Settings & Audit.

2. Open the Configure Logo tab.

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The QMetry logo is default logo.

  • Browse and upload your preferred logo, if you want to replace the default logo with the desired one. The preview of logo is displayed on the screen.

  • Set the background color of the logo by clicking on the Set Background Color.

  • Allow Projects to set a different logo for PDF and Word exports: Enable the option to allow users to set the logo at Project level.

  • Reset to Default Logo: Click on the button whenever you want to replace the uploaded logo with the default logo.

3. Click Save to save the settings.

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Configure Logo at Project Level

If permitted by the system administrator, project administrators can override the default logo configured by the system administrator and add their project logo to the PDF and Word exports for the project i.e. test case export, test executions export, Exploratory Testing, System Reports, Custom Dashboards, and scheduled reports.

The Configure Logo tab will be visible under Projects > Project/Release/Cycle, if the Allow Projects to set a different logo for PDF and Word exports option is enabled in Customization > General Settings & Audit > Configure Logo.

Note: Email notifications will always display the logo configured at the instance level.

Steps:

1. Go to Projects > Project/Release/Cycle.

2. Open the Configure Logo tab.

The QMetry logo is default logo.

  • Browse and upload your preferred logo, if you want to replace the default logo with the desired one. The preview of logo is displayed on the screen.

  • Set the background color of the logo by clicking on the Set Background Color.

  • Reset to Default Logo: Click on the button whenever you want to replace the uploaded logo with the default logo.

3. Click Save to save the settings.

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Sample of Test Case Detail Export

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