Quick Start

Once installed, you can start using Zephyr right away. Follow these steps to set up Zephyr and get going:

1. Initial Setup

1. 1. By default, login as test.manager into the Manager Desktop
   2. Open the Administration tool and change the name of the company and system. Switch to the Defect Tracking tab and select a defect tracking system if desired
   3. Open the User Setup tool and add or modify resource information
   4. Open the Project Setup tool to either create a new project or modify the Sample Project and assign resources to it

2. Setup Requirements, Test Repository and Write Testcases

1. 1. Login as the Test Lead for a particular project, default is test.lead
   2. Open the Release Setup tool if you want to rename the default release or create a new one
   3. Open the Requirements tool to create or link to the requirements for this release
   4. Open the Test Repository tool where you can start creating test folders for holding, writing, and organizing testcases

3. Schedule and Execute Tests

1. 1. Once the testcases have been written, open the Test Planning tool to set up various testing schedules. You can assign the testcases to various testers for them to execute or just assign it to anyone
   2. Testers can now open their Test Execution tool in their Tester Desktops, navigate to the appropriate testcases, and start executing them
   3. Monitor progress via the Dashboard gadgets

4. File Defects

1. 1. You can file defects directly from within the Test Execution tool or use the Defect Tracking tool

There are a wide variety of other tools and features you can explore. Click on the different areas on the left to read details about how to use these features.