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Essentials

Administration & Customization (A02)


Description
Customize TestRail to fit your workflow (not the other way around). This course is intended for administrators and covers best practices in user management, customizations, and integrations with issue trackers, test automation, and CI/CD tools.
Content
  • 1. INITIAL SETUP
  • 1.1 Course Overview
  • 1.2 The Admin Section
  • 1.3 Choosing a Project Type
  • 1.4 Adding an Individual User
  • 1.5 Adding Users in Bulk
  • 1.6 Enabling the TestRail API
  • 1.7 Quiz
  • 2. MANAGING USERS
  • 2.1 Search and Filter Users
  • 2.2 How To Edit User Details
  • 2.3 Editing Users in Bulk
  • 2.4 Add & Edit Users via TestRail API
  • 2.5 How To Manage Active Users
  • 2.6 How To Remove a User
  • 2.7 User Profile Settings
  • 2.8 Exporting Users to CSV or Excel File
  • 2.9 Managing Users via SSO
  • 2.10 Quiz
  • 3. ROLES, PERMISSIONS & GROUPS
  • 3.1 Permissions & Roles
  • 3.2 Default User Roles
  • 3.3 Custom Roles
  • 3.4 How To Set Up and Use Groups
  • 3.5 Limiting Access To Specific Projects
  • 3.6 Common Scenarios
  • 3.7 Project-level Administrators
  • 3.8 Quiz
  • 4. Customizations
  • 4.1 Customizations Overview
  • 4.2 Adding a Custom Case Field
  • 4.3 Adding Custom Result Field
  • 4.4 Creating a Test Case Template
  • 4.5 Custom Case Type and Priority
  • 4.6 Customizing Test Result Statuses
  • 4.7 Introduction to UI Scripts
  • 4.8 Quiz
  • 5. INTEGRATIONS
  • 5.1 Reference Integrations
  • 5.2 Defect Integrations
  • 5.3 User Variables
  • 5.4 Integrating with Test Automation & CI/CD
  • 5.5 TestRail CLI and Automation Workflows
  • 5.6 Integrating with Webhooks
  • 5.7 Triggering Automated Tests and Slack with UI Scripts
  • 5.8 Quiz
  • 6. SECURITY
  • 6.1 Security Settings
  • 6.2 Configuring Multi-Factor Authentication (MFA)
  • 6.3 Force Password Change
  • 6.4 User Session Timeout
  • 6.5 Audit Logging
  • 6.6 Backup Time Window & Restoration
  • 6.7 Quiz
  • 7. DATA MANAGEMENT & ADDITIONAL SITE SETTINGS
  • 7.1 Data Storage Management
  • 7.2 Application & Login Settings
  • 7.3 Email Customization
  • 7.4 Changing the Test Result Editing Window
  • 7.5 Branding Your Account
  • 7.6 Quiz
  • SURVEY
  • Course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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