This implementation guide runs you through the process of implementing QMetry in your organization according to the QA processes followed in the projects with quick set up steps to get your teams up and running on QMetry. This documentation is useful for the QMetry administrators and key players.
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Step 1: Prepare
As you plan and prepare to get QMetry up and running in your organization, complete the following steps.
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Configure Jira Integration in QMetry
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- The Jira Integration – QMetry Enterprise add-on, which is available on Atlassian Marketplace, should be installed in your Jira Instance. Administrator login is required to be able to install the add-on.
Link QMetry & Jira Project
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- Click on the Save & Active button to sync the issues.
- Resources: Map JIRA Jira projects, Issue type and Fields with QMetry Project
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- To set up LDAP go to Integration >> LDAP/SAML. The LDAP should be “Active” to define the authentication type as LDAP.
- Assign a default role and default project for them to login. Once the integration is done users can login to QMetry and their QMetry accounts would be auto created.
- Resources : Help Documentation for LDAP Setting
SAML Setup
QMetry Supports SAML Authentication. Security Assertion Mark-up Language (SAML) is an XML-based standard for exchanging authentication and authorization data between an identity provider and a service provider. SAML is used for single sign-on to eliminate application wise passwords. QMetry Admin can integrate SAML for authentication to allow QMetry Users to login using single sign on. Currently, QMetry supports only Okta as an SAML provider.
- To set up SAML go to Integration >> SAML.
- Assign a default role and default project for them to login. Once the integration is done users can login to QMetry and their QMetry accounts would be auto created.
- Resources: Help Documentation for SAML Setting
SMTP Setup
QMetry provides a way to configure Simple Mail Transfer Protocol settings for outgoing mail transport from QMetry. Users receive email notifications e.g. test case creation, requirement creation, etc. from the account configured in SMTP Settings.
- To set up SMTP go to Customization >> SMTP Settings.
- Resources : Help Documentation for SMTP Setting
Audit Configuration
QMetry Audit Log displays events like Create, Update, and Delete of test assets e.g., creation of requirements, editing test cases, and deleting test suites. Admins can configure the number of days they require to retain information of Audit and Changelog within QMetry. They can download the logs for the days configured here.
- To set up notification settings go to Customization >> General Settings & Audit >> Audit.
- Resources: Help Documentation for Audit Configuration
Summary and Checklist: Extend
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