Polarion Resources: Tutorials
Basics
Polarion Portal: Introduction
- Select and open a project
- Manage your favorite projects
- Change your working time and project assignments
- Use quick search
Searching your Polarion Portal
- Starting a content search
- Refining the search scope
- Expanding the search range
- Searching the Activity Stream
Getting started with the Wiki
- Accessing the Wiki
- Creating spaces and pages
- Linking
- Macros
Traceability Basics
- Navigate and analyze traceability
- Define link roles
- Define how items should be linked together
- Linking items with other items
Logging work time with Work Records
- How to log your work time using Polarion’s Work Records
Work Items
Browsing Work Items
- Typical work item queries
- Creating custom table views
- Link and edit work items
- Introduction to the standard views
Comments & Threads in Polarion Work Items
- Add comments to work items
- Add watchers which should be informed by your comment
- Reply to comments
- Add comments to a document and reply to them
Work Item Queries
- The Query Engine
- Basic Graphical Queries
- Saving and Reusing Queries
- Command-line Queries
- Queries in Wiki Reports
Easly Linking for Traceability
- Linking Work Items in a LiveDoc
- Linking Work Items across 2 LiveDocs
- Linking Work Items in the Tracker
Documents
Polarion LiveDoc™ Documents
- What are LiveDocs?
- Create your first Document
- Add requirements to your document
- Structure and link requirements within your document
- Link requirements to items in other documents
Import from Microsoft Word
- Define how requirements are recognized during import
- Set requirement fields based on keywords in the description
- Save your import configuration for later reuse
Round-trip for Microsoft Word
- Collaboration with Microsoft Word Users
- What you can do
- Exporting for round-trip
- Restricting changes
- Using an exported Document
- Re-import of changes
Polarion Live-Branch™ Variant Management
- Branch any Document to create a variant
- Branch latest state or any revision
- Control updating of variant from master
Importing Artifacts from Microsoft Excel
- Import Basics
- Mapping Excel columns to Polarion fields
- Import preview
- Saving import rules for reuse
Round-trip for Microsoft Excel®
- Why use Excel round-trip?
- Round-trip process overview
- Requirements round-trip
- Test Cases round-trips
Reusing Documents
Easly Linking for Traceability
- Linking Work Items in a LiveDoc
- Linking Work Items across 2 LiveDocs
- Linking Work Items in the Tracker
Testing
Test Management Overview
- Project Templates for TCM
- Main features overview
- Test Case Documents
- Test Runs & Templates
- Creating Test Cases
- Linking to Requirements
Test Specifications
- Test Specification Projects
- Options for Creating Test Specs
- Importing Existing Test Cases
- Creating New Test Cases
- Linking to Verified Requirements
Test Runs
- What is a Test Run?
- Browsing existing Test Runs
- Creating new Test Runs
- Test Run Templates
Executing Manual Test Runs
- Launch the Test Run
- Log Test Step results
- Log Test Case results
- Log overall Test Run results
- 3:10 minutes
Projects
Project Basics (Part 1)
- Who can create projects - permissions
- Location(s) for new projects
- How to create a project
Project Basics (Part 2)
- Projects from existing folders
- Adding users to projects
- Archiving and deleting projects
Advanced
SCRUM Your Requirements
- Create a SCRUM project for requirements
- Define time point and sprints
- Sprint administration basics
- Import requirements from Word
- Monitor sprint progress
Configure Your personal working calendar
- Manage the global working calendar
- Adjust your personal calendar
- Change your weekly availability
- Add non-working time like holidays
Exporting Work Reports
- Create work reports out of Polarion
- Group your work reports based on different criteria
- Create daily, weekly and monthly work reports
Version Control
- Exploring the Polarion repository
- Repo Browser main features
- Finding revisions
- Folder and file actions
- Using external SVN clients
Configuration and Administration
Understanding Config & Admin Scope
- Repository/global scope
- Project scope
- Hands-on example
- Best practices
Customizing Link Roles and Rules
- What are link roles & what do they do?
- View & customize link roles
- View & customize link role rules
- Roles & rules applies
Basic Workflow Configuration
- Global & item specific workflow configuration
- Define states for your workflow
- Define actions/transitions between states
- Invoke workflow actions on work items
Creating and Changing Timepoints
- What is a Timepoint?
- Find all work items for a given Timepoint
- Reschedule a work item to a different Timepoint
- Creating new Timepoints


Upcoming Public Trainings
