Product version information: QBIT courses in Mercury products are taught using the latest available version. If you are using an earlier version please contact QBIT for advice.

Intended for: Project managers, project administrators and TestDirector administrators

Pre-requisites: Experience of using TestDirector

Skills gained

• Plan a TestDirector installation
• Install and customize TestDirector
• Set up Domains, Projects, Users and Groups
• Add Custom Workflow
• Manage and maintain TestDirector installations

Course content

Planning for Installation and Customization

• Process, people, hardware, software
• Planning for customization, users and groups, workflow, email notifications, and integration

• Installing TestDirector
• Licenses and email
• TestDirector configuration parameters
• SiteScope

• Managing Domains & Projects
• Customizing the data tables

• Managing users and passwords
• Setting up groups and customizing permissions
• Adding transition rules
• Filtering fields / defining visible fields
• Limiting group access to the Defects module

• Automatic emails
• Traceability notification rules
• List and field customization
• Script Editor
• Command Bar Editor
• OTA (Open Test Architecture) integration

• Upgrading from Standard to Enterprise
• Moving the Repository, databases and projects
• Monitoring user connections and licenses
• Reporting
• Restarting TestDirector

Related certifications
This course will introduce you to the skills required for the Mercury CPC in TestDirector. Candidates should also take the course Using TestDirector and have at least six months experience of in-depth use of the product

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