Thursday 8 May 2014

PeopleSoft Test Framework Installation and Configuration - Part 1

Introduction

PeopleSoft Test Framework (PTF) is a functional testing tool delivered by Oracle starting from PeopleTools version 8.51. This tool employs record and playback approach, and is meant to simulate one user working on a system at any point of time. This is not a load testing tool and the test assets created using the PTF tool are PeopleSoft managed objects - similar to records, pages and components.


The development instance of PTF should have:

1.   PTF client instance
2.   Connection to PeopleSoft application where we conduct tests
3.   Microsoft Internet Explorer browser (preferably IE8 and above)
4.   Connection to PeopleSoft application database where the test assets are stored 

The scope of this post is to explain the steps involved in the installation of the PTF client, and the configuration of the same.


Prerequisites

Verify Integration Broker Setup 
·         Go to Main Menu > PeopleTools > Integration Broker > Configuration > Gateways
·         Ping Gateway and see if it is active

   
·         Click the Gateway Setup Properties link on the same page. Sign on to integration gateway properties file, and verify if the default app server URL is specified.

Configuring the Web Profile
·         Go to Main Menu > Peopletools > Web Profile > Web Profile Configuration
·         Select the profile name of the environment and click on Debugging tab.


·      As shown in the above screenshot, check the 'Show Connection & Sys Info' and 'Generate HTML for testing' checkboxes. If the 'Show Connection & Sys Info' checkbox is not checked, PTF will not record the component, page and menu names in the test assets. Also, if the 'Generate HTML for testing' is not checked, PTF will not record HTML objects correctly.

 Defining Configuration Options
·         Go to Main Menu > Peopletools > Lifecycle Tools > Test Framework > Define Configuration Options
·         Specify whether untrusted SSL certificates can be allowed, and also specify record options.

Internet Explorer Options
·         Add the PeopleSoft application URL and related domain names to the safe list (Internet Options > Security tab > Local Intranet > Sites button), so that there will not be any issues in launching the application when the PTF test scripts are played back.

Installation

PTF client is a software installed in user's machines, where they can create, modify and execute test assets. The assets that are created in PTF client are stored directly in the application database. This client is similar to Application Designer.

The executable file for PTF is usually available from the path <PS_HOME>\setup\PsTestFramework. Before executing this file, make sure Microsoft .NET framework v3.5 and above is installed in your system.

Step1: Double click the executable file 'setup.exe' available in the path mentioned above. That launches the installation wizard.


Step 2: After providing the path where the application needs to be installed, click Next till the installation completes.



Step 3: Once the installation is complete, go to Start Menu and launch the PTF application



Step 4:  When the application starts, create a new instance (environment where the test assets are to be stored) by clicking the 'New' button.


Step 5:  Provide the database name (where the test assets are to be stored), application server URL and port, the node ID of the application.

Also, the user ID and password need to be provided during this setup – and it should be ensured that the user ID provided should have any of these 3 delivered roles provided by PeopleSoft for PTF.

·         PTF User
·         PTF Editor
·         PTF Administrator

After providing the details, click OK.


Step 6: This will open the PTF client as below



Note: The installation and the screenshots in this post are from PeopleTools version 8.53. This might be different from the earlier version of tools. 

Please take a look at the Part 2 for details on the configuration.

Contributed by Karthik and Swetanshu.

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