General Settings & Audit

There are three tabs on the page: General Settings, Audit and Site Maintenance. Site Maintenance tab is visible only to the QMetry admin user.



Note: You can modify the settings only if the Customization package is enabled on your QMetry instance. 

General Settings

These are general settings that will be applicable to all the users of QMetry unless the System Admin or the user makes any changes in the settings.



  • Paging: Customize the maximum number of records that can be displayed per page in the grid. You can restrict the total number of records to be displayed on one page by setting the value of Page Limit. Maximum 100 records per page can be displayed.

Note: "Records initially loaded" value in Default User Settings cannot exceed the number mentioned here.

  • Maximum Login Attempts: Specify the number of login attempts allowed for a user. Mention the number of attempts in the Login Limit field.
  • Account Reactivation After Failed Logging: Once the 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 the 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 the user will get an 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.

    • For 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)
  • → Maximum Levels: Specify the maximum number of levels required to review Requirements OR approve Test Cases/Test Runs OR closure of Test Runs. 

    → Maximum 5 approval levels can be added to the approval workflow.

    Once the Maximum Level is set and levels are added, Admin cannot alter the Maximum Level to make it lesser than the levels which are already added.

    For example, initially the Maximum Levels is set as 5. Admin has already added 4 levels. Now, the Admin can not make the Maximum Level 3 which is lesser than the levels already added i.e. 4 in this example.

    → Maximum Users per Level: Specify the number of users per level required to review Requirements OR approve Test Cases/Test Runs OR closure of Test Runs. 

    → Maximum 30 users can be added as approvers per level.

    Once the Maximum Users per Level is set and approvers/reviewers are added, Admin cannot alter the Maximum Users per Level to make it lesser than the approvers/reviewers which are already added for a level.

    For example, initially the Maximum Users per Level is set as 25. Admin has already added 20 approvers/reviewers/closers for a level. Now, the Admin can not make the Maximum Users per Level 15 which is lesser than the approvers/reviewers/closers already added i.e. 20 in this example.

  • Approver/Closer notification frequency: Specify the number of days that are required to notify user for pending "Review Requirements" OR "Approve Test Cases/Test Run" OR "Closure of Test Run". The reminder emails will be sent to the recipient every specified day here. (if the eSignature feature is enabled)
  • Edit Execution Time: To allow users  to modify test case execution date and time on the Execution Screen, enable Allow manual edit of last executed date/time.
  • The Executed At field is editable only if this flag is turned On. The Date and Time can be changed at two levels: individual test cases and bulk test cases through Bulk Operation.

  • Support Email: This feature allows you to specify a custom Email address where you want your users to be redirected for help if they forget their password or want to reset their password. This could be your IT Help Desk email.

Click Save to save the settings.

Audit

To apply the data retention policy, enable the Retention Policy settings in Customization > General Settings & Audit > Audit.

When Retention Policy settings are enabled

  • The Retention Policy option remains enabled by default.

  • Mention the days in the No of Days box and click Save to save the configuration.

  • The job runs every day at 12 AM UTC. This job will delete Audit, Change and Test Result logs for all the days > No. of Days.

  • It is useful for Organizations that want to retain the logs for Audit & Compliance. 

  • Logs can be downloaded using Download Logs options.

  • Post the dates the logs will be auto-deleted. The logs can be retained maximum up to 365 days and then the logs will get deleted.

When Retention Policy settings are disabled

  • When the Retention Policy settings are disabled, the logs will be retained forever and would not be deleted.



When you click on Change Log to download the logs, a notification is added to the notification window.

Click on the notification icon on the header. It shows the list of Activities.



Click on the Scheduled Task button.



The screen shows all the activities completed or in the queue.

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.



Site Maintenance

The site maintenance feature helps QMetry Admins to communicate any QMetry upgrade or maintenance schedules to all the QMetry users by setting up a maintenance message that is visible on the QMetry login page.

  • This maintenance message can be set up for a given time frame when QMetry would not be accessible.

  • When maintenance time is reached, no users other than QMetry "admin" account would be able to login to QMetry.

  • When the time window is passed, users are allowed to log in and the maintenance message disappears from the login screen.

Note: The Site Maintenance feature is only available to QMetry Server users who have purchased the Customization app.

Steps:

1. Go to Customization > General Settings & Audit > Site Maintenance.

2. Mention the following details to be displayed as Site Maintenance message on the screen.

  • Title: Enter the Title maximum up to 50 characters.

  • Message: Enter the message to be displayed on the login page when the site is under maintenance. The message should be a maximum up to 300 characters.

3. Turn the Maintenance Mode ‘On’.

4. Start From and End By fields get enabled.

  • Enter the dates and time duration which should be less than 24 hours.

  • The date format and time zone here will be as per the user profile.

  • The time in the message on the login screen will be displayed as per the UTC time zone.

5. Click Save.re

The entered Title and Message will be preserved even when the Maintenance Mode is disabled.



Message on the login screen during maintenance: