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Getting started (testers using their own data)
- Download the Provar installer file that is right for your system.
- Double-click the Provar installer file and follow the on-screen instructions to complete the installation. Then launch Provar.
- The system will prompt you to select a workspace folder. This is where your test data will be saved locally on your computer. The workspace filename will default to your system username followed by Provar/. Customize your workspace filename by typing the name of your unique workspace by adding additional text.
- You may want to switch the location of your workspace in future. For this reason, make sure that you leave the option Use this as the default and do not ask again unticked. Click Launch to continue.
Activating your license
- When you open Provar for the first time, a welcome window will appear with the Provar License Manager on top of it. (If the License Manager does not appear, go to Help > License Manager to open it.) From the License Manager, click the Add button.
- Select your license type. Trial for trial license users or Floating license which allows the use of Provar on multiple physical or virtual computers in your network (paid license).
- Enter a License Name or accept the default name provided.
- Enter your License Key in the box provided. Once you have entered these details, click the Test button.
- If your validation is unsuccessful, check that you have entered the details correctly and try again. If the problem persists, contact us at firstname.lastname@example.org.
- If your test is successful, click the OK button.
- To activate your license, click the Activate button. The status of your license should go to Activated and the bulb next to the License Name should light up. Click the OK button to proceed.
Creating a new test project
A test project is a group of test cases and information related to those tests including configuration settings, page objects, Salesforce connections, reports, metadata and test environments.
Why are test projects helpful? By grouping together several test cases within one test project, you can streamline the process of creating and executing tests since they can all share the same connection settings and you can easily make global changes to all of the associated test cases including the test environment, browser and test cycle.
In most instances, clients choose to create one test project and organize the related test cases using folders which can be named to include descriptive names such as the development lifecycle, release name, Salesforce user role type, etc.
After you have activated your license and create a new workspace, you are prompted to either Create New or Import From File.
You can either create a new test project or import an existing one. To create a new test project, simply click Create New and follow the instructions in order to create a new test project.
Creating a connection (option A: Salesforce)
After you have created a new project and before you can start creating tests, you need to first create a connection with your Salesforce application. This enables Provar to download your Salesforce metadata and access the page locator information for UI testing.
- On the lower left of your screen, navigate to the Connections tab within the Test Settings tab. Click the green plus sign icon.
- Provide a Connection Name. This should generally be the role name of the user you are connecting through, e.g. ‘AdminUser’.
- Set Connection Type to Salesforce, then choose Normal Salesforce Connection.
- Enter the Username, Password and Security Token, and specify the Environment type. (Hint: You can get a Salesforce Security Token by navigating to the Personal Settings section of your instance of Salesforce. enter Reset in the Quick Find box, then select Reset My Security Token. The new security token will be sent to your email address.)
- Tick Enable Lightning Mode if you want to test in Lightning by default.
- If you use a custom URL to log into into Salesforce, specify this in Browser Login URL / Web base URL of the Advanced Settings section.
- If your organization uses Single Sign-On, please refer to this help page to learn how to configure a single-sign on connection in Provar.
- Click the Test Connection button to validate the connection details, then click the OK button.
Creating a connection (option B: non-Salesforce application)
In addition to Salesforce, Provar is designed to also help you streamline the processes associated with testing other web-based applications. To test non-Salesforce applications, you need to create a connection to that application which may or may not require login credentials. Here’s how!
- To get started, simply create a new Test Project.
- Launch Provar. Create the name of a new workspace and click Launch.
- Click Create New.
- Add a project name.
- Untick the three connection options (Salesforce, Database and Messaging). Click Finish.
- Click the Test Settings tab and then the Connections sub-tab.
- Click the green plus sign.
- Add a Connection Name and Description. Within the Connection Type drop-down menu, select the connection you would like to create. Here are the following options: Database (Oracle, PostgreSQL, MySQL, SQL Server or DB2), Messaging (Websphere MQ or Websphere MQ Topic), Google (Google Applications), Microsoft (MS Exchange), Generic Web Service (Rest Web Service or SOAP Web Service), UI Testing (Selenium) or Single Sign-On (SSO).
- Select the appropriate sub-connection type (which is located to the right of the Connection Type drop down menu.)
- Depending on the nature of the connection selected, you will then be prompted to enter the relevant information such as the Base URL of the website, Username, Password, etc.
- Click OK.
Creating a connection (option C: creating a single sign-on connection)
You can find instructions for creating a single sign-on connection online here.