Enabling Test Management for older projects

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Since CB-7.0 CodeBeamer supports Test Management out of the box for newly created projects.

For projects created with an older CodeBeamer version, Test Management will not be available automatically, but must be setup manually.

To execute the following steps interactivly via the CodeBeamer Web GUI, it is very important, that you change the language (temporarily) to English!
Steps to add Test Management to an existing project:

Add Test Managment project roles (via Project -> Members -> New Role)
1. Create the project role named Test Engineer, based on Developer and with the description: Responsible for developing and maintaining test cases.
2. Create the project role named Test Lead, based on Developer and with the description: Responsible for test sets and test planning/execution.
3. Create the project role named Tester, based on Developer and with the description: Responsible for executing test steps.
Add Test Management CMDB categories (via Project -> CMDB -> New Category)
1. If no "Test Cases" category exists yet: Create a new category with type Test Case, name Test Cases, key TESTCASE, description Test cases to validate and verify the product, workflow Active and Visibility Visible.
2. Create a new category with type Test Configuration, name Test Configurations, key TESTCONF, description Test configurations specify a specific environment and configuration for running/executing tests, workflow NOT Active and Visibility Visible.
3. Create a new category with type Test set, name Test Sets, key TESTSET, description Test sets specify the set and order of test cases to execute, workflow Active and Visibility Visible.
Add Test Management Trackers (via Project -> Trackers -> New Tracker)
1. Create a new tracker with type Test run, name Test Runs, key TESTRUN, description Test set executions/runs with specific configurations, workflow Active and Visibility Visible.

After creating the Test Runs tracker it is important to check its customizing. The tracker MUST include the fields Test Set and Test Configuration
[!TR_Fields-2.jpg!]

Also, it is essential that the Test Runs workflow looks exactly like this:
[!TR_WF-3.jpg!]

If your Test Runs tracker does not look like this, please re-create it as described in step 3.1 CB-7.0.0 does not upgrade Test Cases defined with older CodeBeamer releases properly.
This is fixed in CB-7.0.1, so if you need to re-use Test Cases defined in CB-6.0 or older, you should upgrade to CB-7.0.1 or higher version.