UiPath Test Manager Connect Aka Planview Tasktop: Test Set Integration between UiPath Test Manager & Azure DevOps

[BalaManikanta_007 (Balamanikanta)]

In this integration setup, the following synchronization process occurs:
• A Test Suite is created in Azure DevOps (ADO) and is automatically synchronized to UiPath Test Manager.
• Similarly, any Test Set created in UiPath Test Manager is synchronized back to Azure DevOps.

To Implement the test set integration in UiPath test manager connect we have to perform four steps.

1. Repository Creation.

2. Creating a Model.

3. Creating Collection.

4. Configure Integration.

Repository Creation :-

This step is a one-time setup. Once the repositories are created, they can be used for implementing multiple integrations as needed(Requirements, Test cases, Test Execution, Test Case Log).

In this step, we will create two repositories:

      UiPath Test Manager Repository
      
      Microsoft Azure DevOps Repository

UiPath Test Manager Repository

Kindly follow the below steps to create a UiPath Test Manager Repository

Step 1 :- Create an external application in UiPath

• If you are using the cloud-based Test Manager, navigate to Admin > [Your Organization] > External Applications > Add Application.

• Enter a name for the application.

• Set the application type to Confidential.

• Click on + Add Scopes, then select Test Manager under Resource.

• In the scope options, you’ll see User Scopes and Application Scopes. Select Application Scopes.
  

  

• Choose the scope as shown in the screenshot below.

• After selecting the scope, click Save.

• A pop-up will appear containing the Application ID and Secret. Make a note of these credentials for use in the UiPath Test Manager repository.

Step 2 :- Create a UiPath Test Manager repository in UiPath Test Manager connect

• After logging in to Test Manager connect, go to Repository .

• Click on New Repository Connection

• From the available options, select UiPath Test Manager.

• Enter a name for the repository. (For example, “Bala_TM”)

• Enter the UiPath Test Manager URL. (In this example, use: Test Manager)

• Set Authentication to Client Credentials Grant OAuth 2.0

• Input the Application ID and Secret generated in Step 1

• The configuration should look similar to the screenshot below

Microsoft Azure DevOps Repository

Step 1 :- Create a Personal access token in Azure DevOps

• After logging in to Azure DevOps, go to “User settings” → Click on “Personal access tokens”

• Create a new token and make a note of the personal token for use in the Azure DevOps repository.

Step 2 :- Create a Azure DevOps repository in UiPath Test Manager connect

• After logging in to Test Manager connect, go to Repository .

• Click on New Repository Connection

• From the available options, select Microsoft Azure DevOps Server.

• Enter a name for the repository. (For example, “Bala_Azure_Con”)

• Enter the Azure DevOps URL. (In this example, use: https://dev.azure.com/sahityamiriyala/)

• Set Authentication to “Personal access token”

• Input the Personal access token generated in step1.

• The configuration should look similar to the screenshot below

Creating a Model

Overview

In UiPath Test Manager Connect, a model definition is a way to map data fields and relationships between two systems, such as mapping a UiPath Test Manager Test Set to an Azure DevOps Test Suite.

For instance:

Map Test Set fields in UiPath Test Manager with Test Suite fields in Azure DevOps by defining equivalent field names and data relationships (e.g., “Name,” “Description,” “Status”) to synchronize test metadata and ensure traceability between test management systems.

In this process, we’ll create a Model and define shared fields for seamless data flow.

As per the screenshot below, We require two fields to flow the data between two tools.

      1. Name - String
      2. Description - Rich Text

As per the below screenshot, We require five more fields to flow the data between two tools.

        3.	ADO ID	-	String
        4.	ADO URL	-	String
        5.	Area		- 	String
        6.	Iteration	-	String
        7.	State		- 	Single Select(In Progress, In Planning, Completed)

• As per the below screenshot, We require one more field to flow the data between two tools.

        8.	Parent Test Plan	-	String
  

• As per the below screenshot, both Test Manager Test set and Azure DevOps Test suite as relationship with test cases to show case assigned test cases under Test set or Test suite. So, we require one more field

        9.	Test Cases	-	Relationships
  

Steps to create a Model

• Go to Models.
  

  

• Select New Model.

• Name the Model as “Test Set_Model”.

• Add all fields as outlined above.

• Review the Model setup to ensure it matches the structure shown in the example screenshot.
  

  

Creating Collections :

To integrate UiPath Test Manager and Azure DevOps effectively, you need to create two distinct collections:

            1. **UiPath Test Manager Test Set Collection**
            2. **Azure DevOps Test Suite Collection**

Steps to Create a Collection for the UiPath Test Manager Test Set

• Go to Collection

• Click on New Collection.

• Select “Container New Collection”.
  

  

• Name the Collection as “Documentation_TM_TestSet_Collection”.

• Choose the UiPath Test Manager repository.

• Select the appropriate UiPath Test Manager project (e.g., Documentation_Tasktop).

• From the Container dropdown, select the Test Set option.

• Choose the model TestSet_Model created in the previous steps**.**
  

  

• Click on Map Fields.
  

  

• Verify that the mappings align as shown below:
  

  

• Click on “Configure Relationships”.
  

  

• Map the test case relationships as shown below.
  

  

Steps to Create a Collection for the Azure DevOps Test Suite

• Go to Collection
  

  

• Click on New Collection.

• Select “Container New Collection”.
  

  

• Name the Collection as “Documentation_ADO_TestSet_Collection”.

• Choose the ADO repository.

• Select the appropriate ADO project (e.g., Documentation_ Project).

• From the Container dropdown, select the Test S uite option.

• Choose the model TestSet_Model created in the previous steps.
  

  

• Click on Map Fields
  

  

• Verify that the mappings align as shown below:
  

  

• Click on “Configure Relationships”.
  

  

• Map the test case relationships as shown below
  

  

Configure Integration

• Perform the below steps to configure the integration.

Steps to create Test Set Integration

• Go to Integration
  

  

• Click on New Integration.

• Select “Container + Work Item Synchronization” Integration style.
  

  

• Name the Integration as “Documentation_TestSet_Integration”.

• Choose the UiPath Test Manager repository on the left hand side drop down.

• It will automatically populate the Test Manager Test Set collection (Documentation_TM_TestSet_Collection) which we create in earlier steps.
  

  

• Navigate to the right-hand side dropdown and select the ADO repository.

• The integration will automatically populate the ADO Test Suite collection (e.g., Documentation_ADO_TestSet_Collection) created earlier.
  

  

• Verify that the selected repositories and collections appear as expected. The integration preview should display a configuration similar to the example below.

• Click on Save to confirm the setup .
• Navigate to the Container Mirroring section.

• On the Container Mirroring page, click on the Mirror button.

• By default, the integration will be set to two-way synchronization. This ensures changes in either system are reflected in the other.

• Click the Run button to initiate the integration process.

• Validate the synchronization by creating a Test Suite in Azure DevOps:

      * For example, create a Test Suite titled Sample Test Suite in Azure DevOps.
      * Confirm that the Test Suite is synchronized and visible in UiPath Test Manager.
  

• Screenshot from ADO.
  

  
  
  
  

• Screenshot from the UiPath Test Manager.
  

  

Note:-

Mirroring Options for Test Set Synchronization

When integrating UiPath Test Manager with Azure DevOps (ADO), you can synchronize test sets using two mirroring options:

One-Way Mirroring

This option allows synchronization in a single direction, either:

• From UiPath Test Manager to Azure DevOps: Test sets created in UiPath Test Manager are mirrored in ADO.
• Or from Azure DevOps to UiPath Test Manager: Test sets created in ADO are mirrored in Test Manager.

This method is suitable when changes need to flow only in one direction to maintain a source-of-truth system and prevent potential conflicts.

Two-Way Mirroring

This option enables bidirectional synchronization between UiPath Test Manager and Azure DevOps, ensuring that:

• Test sets and their updates are mirrored seamlessly between both platforms.
• Changes made in either UiPath Test Manager or ADO are automatically reflected in the other system.

If you want to change from two way integration to one-way you have to perform below steps.

Click on Artifact creation flow.

• Select the Mirroring option by clicking on the button “Select”.