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TestRail Tutorial

TestRail is a testing management tool that simplifies testing operations from test plans to reporting. Using this tool, we can quickly create test suites and cases, run tests, and record the testing processes. Once you complete reading this blog, you will understand the various features of TestRail, its advantages and limitations, and mainly how to install the tool.

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We all know that testing software is as important as developing software. We perform testing to ensure the quality of the software in an accurate way. In this regard, testing tools play a significant role in testing software. The tools help to identify the bugs in the software. By removing the bugs, we can improve the quality of the software.

Know that TestRail is one of the popular testing tools that gets the attention of testers and developers for testing their software nowadays. This tool mainly focuses on orchestrating testing components and operations. It simplifies creating test suites and cases, conducting tests, storing test results, and much more. This tool is handy for software development teams and quality assurance teams.

In this TestRail tutorial, we will have comprehensive content to understand TestRail from the basics to the advanced. This tutorial covers TestRail's key features, advantages, and drawbacks. Also, you can learn how to install the tool, set up the configuration, add test cases, and run the test cases.

TestRail Tutorial - Table of Contents

What is TestRail?

Before diving deep into the TestRail tutorial, let's glance at TestRail in this part.

TestRail is essentially a web-based testing management tool. This tool simplifies all the operations associated with software testing, from testing plans to reporting test results. In other words, we can efficiently plan test suites and cases, organize running tests, and store the test results. We can perform all the software testing operations with the help of a user-friendly web interface.

The great thing about TestRail is that we can store all the testing information in one place. In simple words, TestRail offers centralized storage of testing information. So you can access test reports from anywhere at any time. With this tool, you can manage teams of any size.

Moreover, TestRail supports multiple testing methods, such as exploratory, functional, and automated testing. Also, it is a platform-independent tool that supports Windows, Vista, etc. It integrates with many tools like JIRA, Version One, Bugzilla, GitHub, and so on.

Another important thing is that TestRail allows generating highly configurable reports, including test information, defect details, associated metrics as well as statistics in an elaborate way.

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Features of TestRail:

It is the essential part of the TestRail tutorial in which we will take a close look at the critical features of TestRail in the following.

  • Unified Test Repository and Version Control: TestRail allows you to build, run, record, and store test cases in one place. It simplifies and speeds up the testing processes exceptionally. In addition, TestRail allows you to maintain the version control system. You can also export test cases in CSV, MS Excel, and XML formats.
  • Superior Flexibility: TestRail supports multiple testing types, such as agile testing, regression, exploratory testing, smoke testing, etc. It performs both manual testing as well as automated testing. Besides, TestRail supports different testing strategies like waterfall and agile.
  • Efficient testing tracking: As you know, TestRail supports the automation of testing. It also records every step of executing tests. It tracks the testing processes from the 1st phase of the testing lifecycle. With TestRail, you can configure the test runs and parameters effectively. Moreover, TestRail allows for making test screenshots and collecting test data for analysis.
  • Seamless Integration: You can make hassle-free TestRail integration with many external applications with the help of more than a hundred add-ins. The REST APIs of the TestRail software simplify integration with test automation frameworks. For instance, you can integrate TestRail with software like JIRA, Cucumber, Bugzilla, Selenium, etc. Not only that, but TestRail also integrates with Version One to make effective project management.
  • Detailed Reporting: Reports are one of the best things about TestRail. Yes! You can generate multiple types of reports using TestRail. You can record estimates as well as elapsed test times with the help of TestRail reports.
    Further, TestRail helps to generate cross-project reports. You can make detailed reports comparing milestones, test runs, and configurations. It generates coverage reports for requirements, defects, and so on. The main thing is that you can configure the built-in report templates.
  • User-friendly GUI: TestRail provides a user-friendly web interface with which you can efficiently perform testing operations. The intuitive UI system simplifies organizing test suites and test runs. Mainly, you can view the test cases and their statuses easily. Thus you can boost the productivity of testing operations significantly.
    Regarding the interface of TestRail, the tool comes with a three-pane fast track with which we can quickly list test cases, view section lists, and select test details.
  • Improved Scaling: With TestRail, you can scale test cases up to thousands. The main thing is that this is done without compromising efficiency.

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How to install TestRail and set up a new account?

Now, we have come to the crucial part of the TestRail tutorial. In this part, we will go through the step-by-step procedure to install TestRail and create a new account.

TestRail offers 14 days trial period for users. You can use this privilege to get familiar with the Testtrail software.

  • First, click on the below link and open the TestRail page, where you can find two versions – TestRail Cloud and on-premises. You can choose any one of them based on your preference.
  • Then, enter your personal information in the ‘Trail details section’.
  • After that, enter your organization details in the ‘organization’ section and tick the checkboxes near the terms and conditions. Then, click the ‘create TestRail trail button’ to create a new Testtrail account.
  • Soon after you click the 'create' button,  a confirmation mail will be dropped in your inbox in the email account that you used for registration. By clicking the given link, you can confirm your identity.
  • You will receive one more email in the inbox to create a password for your account. A link will also be provided in the same email to log in to the TestRail account page.
  • By clicking the given link and entering your email and password, you can get access to the TestRail software.
  • Once login is done successfully, you will be redirected to the dashboard page of TestRail software.

Checkout: [ Selenium Tutorial ]

How to add Users and roles in TestRail?

This is another section in the TestRail tutorial. This is where we will learn how to add users and roles in TestRail.

Let’s look at the procedure for how to add users and roles in TestRail software.

  • The Dashboard page of TestRail usually shows the overview of the projects completed by users till now in addition to the to-do list.
  • You can use the administration page to enter details like users, roles, and subscriptions. Also, you can configure custom fields and set up integrations.
  • Go to the ‘users and roles’ section on the administration page and enter the details of different users. In this section, you can also add users and view the list of users.
  • Now you can click on the ‘roles’ tab on the ‘Users and roles’ page. You can assign as well as edit the permissions and privileges given to users by clicking on the pencil icon.
  • If you want to add a new role, then you need to click the ‘Add Role’ button and enter the required details.

How to add a project in TestRail?

In this TestRail tutorial part, we will look at how to add a new project to the TestRail tool.

Let’s see them step by step.

  • First, go to the dashboard page and click the ‘add project’ button.
  • Next, add a ‘title’ to the project and enter a brief project description in the announcement section.
  • Select the storage option from the three choices available.
  • Then click the ‘add project’ button.
  • If you return to the dashboard, you will see the details of all the projects there.

How to add test suites and test cases?

In this TestRail tutorial, we will go through the procedure to add test suites and test cases in the tool.

  • First, click the ‘test suite’ button to edit its sections and test cases. Alternatively, you can click the ‘add test suite’ button to add test suites to the project.
  • Once the test suite is created, the below message will pop up. Now you can click ‘add test case’.
  • Now, you can see the detailed test case and add the details in the fields. After filling up all the fields, you can click on the ‘add test case’ button present at the end of the page.
  • Once it is done, you will get the test summary as follows:
  • If you want, you can add a few more test cases in the test suite.

How to execute test cases in TestRail?

In this TestRail tutorial section, we will learn how to execute test cases using the TestRail tool.

  • Once you have created the test cases, then create the test run. You must create the name and description for every test case and assign users to run the tests.
  • Next, open the ‘tests run and results’ tab, where you can find the ‘add test run’ button and click it.
  • Then, fill in the 'add test run' fields with the required details such as assign to, milestones,  and description. Lastly, click the ‘add test run’ button.
  • You can see the test results in the same tab once execution is over.

Advantages of TestRail:

Let’s outline the advantages of TestRail below:

  • TestRail is a tool that is easy to setup and configure
  • It supports both automated as well as manual testing options.
  • This tool simplifies creating, running, editing, and managing test cases.
  • It allows running test cases in multiple environments
  • JIRA integration is one of the best advantages of TestRail.
  • The test plan hierarchy of the tool helps to reduce redundancy between multiple test cases
  • We can document Testing plans very quickly.
  • The user interface simplifies navigation over the tool components.
  • Test coverage, as well as traceability, can be tracked accurately.
  • We can generate Real-time insights into the testing process.
  • We can make seamless Integration of TestRail with an issue tracker.
  • On top of all, testing productivity can be enhanced to greater levels.

Limitations of TestRail:

Following are the limitations of TestRail.

  • TestRail is not an open-source tool.
  • There is no external dashboard.
  • This tool doesn’t come with requirement management
  • Data recovery options are not good
  • Deleting multiple test attachments is not possible.
  • It isn't easy to combine multiple projects in a given test run or test plan.

Conclusion:

To conclude, you have read through the vital information about TestRail in this blog. This TestRail tutorial covered the very purpose of the TestRail tool, its vital features, pros and cons of the tool elaborately. This tutorial included the step-by-step procedure to install the TestRail tool and configuration and create test suites and cases. Once you practice the procedure, the TestRail tool will undoubtedly come in handy to you.

Further, if you go through professional training, it will help you to gain complete knowledge of TestRail. If you wish, you can sign up for a course in MindMajix and get a certification. It will help to groom your skills in TestRail like never before.

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Last updated: 14 Dec 2023
About Author

Kalla Saikumar is a technology expert and is currently working as a Marketing Analyst at MindMajix. Write articles on multiple platforms such as Tableau, PowerBi, Business Analysis, SQL Server, MySQL, Oracle, and other courses. And you can join him on LinkedIn and Twitter.

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