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.

• Maximum Login Attempts: Specify the number of login attempts allowed for a user. Mention the number of attempts in the Login Limit field.

• Idle Session Timeout Settings: System Administrators can configure Idle Session Timeout Settings and make the idle users log out of QMetry forcefully after set time interval or by default after 60 minutes. The settings are applicable to QMetry, LDAP, SSO authenticated users.

• 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 50 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

Administrator can configure the number of days they require to retain information of Audit Log and Change Log within QMetry Test Management. The logs can be downloaded in CSV format for the days configured here.

Use Case: For organizations in regulated domains like life science, pharma, etc. have a compliance regulatory requirement to keep the audit logs, change logs, test result logs, eSignature Approval/Closure/Review logs and details for all the assets for long time.

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

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. QMetry automatically deletes all Audit and Change Log that have been in a queue for more than maximum log retention period. Mention the days in the box and click Save to save the configuration.

Note: If the number of days set is increased on a certain day, the data for the difference in the number of days increased will be made available in future. Older data from current date to the previous set days will be available, but for the increased days in the past the data won’t be available.

• Download logs in CSV format: Select the date range you want to download the logs for. The calendar allows to select the dates in accordance with the number of days set above. You can configure the dates from current date to past date up to which you need the logs.

When Retention Policy settings are enabled

• The Retention Policy option remains enabled by default.

• The job runs every day at 12 AM UTC.

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.

Configure Logo

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.

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.

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.

Sample of Test Case Detail Export

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.

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

Message on the login screen during maintenance:

Super Admin Specific Configurations

Setting API Usage Alerts

Super admin can set email alerts to notify admins when the hourly or daily API usage for the Open API and Automation API exceeds the threshold. This can be done from the Customization > General Settings Page.

Use case:

Configuring email alerts for hourly and daily API usage will enable effective monitoring and optimization of API usage.

The super admin can configure email alerts for the following scenarios:

• Daily API Usage alters can be configured for both Open API or Automation API.

• Hourly API Usage alters can be configured for Open API.

To configure email alerts for API usage:

1. Enable the Setting

   • Super admin must turn on this setting to trigger email alerts when daily or hourly API usage for the Open API or Automation API exceeds a specified threshold.

2. Specify the Threshold

   • Once enabled by the super admin, specifying a threshold is mandatory.

   • The threshold can be set between 10% and 100%, with a default value of 90% for both daily and hourly API usage.

3. Add Email Recipients

   • At least one email address is required to send alerts. By default, the QMetry Super Admin receives these alerts.

   • The super admin can add up to 10 additional email addresses to receive API usage alerts.