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How to Document a Transaction for a Manual Test

This scenario takes you through the steps of documenting a transaction for a manual test.

  1. Record Your Test Transactions
  2. Search for Recorded Test Transactions
  3. View and Analyze Recorded Test Transactions
  4. Create Documentation from Recorded Transactions

Record Your Test Transactions

You document the exceptions that occur in business transactions for a specific IP address using the recording feature.

Follow these steps:

  1. Select Application Insight, Document Transactions from the left navigation menu.

    The Document Transactions window opens.

  2. Click Create a Recording to start a new case recording.

    The Record Case dialog opens. By default, the IP address displays for the system that is using the browser to connect to the DevTest Server.

    You can change the IP address when you are running the browser that connects to the agent application from a remote system.

  3. (Optional) Select Auto Refresh to display the captured transactions automatically.
  4. Enter a name for the test case.

    Including the test identifier from your ALM in the name is recommended. This name appears in the list of the Points of Interest portlet from the Home page.

  5. Click Start.

    The Start button changes to an animated Recording... icon to indicate that the recording is in progress.

  6. Run the agent application in another browser window, either on the same or on a remote system.
  7. Perform the required work on the agent system that is being recorded.

    The frames that are recorded display in the Captured Frames pane.

    A purple pin is added to the frame of the IP address that is being recorded. The captured frames display automatically in the Captured Frames pane when Auto Refresh is selected. Otherwise, click the refresh button.

  8. (Optional) To view the recorded transactions in a graphical view, click LISA--graphic_view_button_ICO.
  9. (Optional) To view the recorded transactions in a list view, click LISA--icon_list_view--ICO.
  10. (Optional) Click Show Outline and move the map to view portions of large transactions at a time.
  11. Click Stop.
  12. To save the recording, click Save.

    The recordings that are saved are listed in the Recording pane of the Document Transactions window.

  13. To create documentation for your recorded transactions, click Create Document.

Search for Recorded Test Transactions

You narrow the list of recordings to analyze using the search capability in the Document Transactions window.

Follow these steps:

  1. Select Application Insight, Document Transactions from the left navigation menu.
  2. Enter the text search criteria in the Enter Search Text field and click Search.

View and Analyze Recorded Test Transactions

The Recording pane of the Document Transactions window displays a list of all the recorded test transactions that were saved. You can view and analyze a recorded test in graphical or list view.

Follow these steps:

  1. Select Application Insight, Document Transactions from the left navigation menu.
  2. Select a saved test recording from the list in the Recording pane.

    The test transaction opens in the lower pane in graphical view by default.

  3. View the tooltip to display the transaction details.
  4. To view the transaction details in list view, click LISA--icon_list_view--ICO.
  5. To delete a recording, click LISA--icon_delete--ICO.

Create Documentation from Recorded Transactions

You can create a report of the transactions that were recorded during a test from the Document Transactions window. The report contains information about each frame that was recorded. You can save and print the report.

Follow these steps:

  1. From the Document Transaction window, record and run your test.
  2. Click Create Document.
  3. Enter the title of the report and click OK.

    The report is generated and displays in a browser.

    Note: It may take a few minutes to generate the report depending on the number of transactions.

  4. To save the report, move the mouse to the bottom, right of the browser to display the task bar, click the Save button, and enter the fields.
  5. To print, click the Print button and enter the fields.