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    • Welcome to Zephyr Enterprise
      • Zephyr Enterprise
        • What's New in Zephyr Enterprise Release 8.4.0
          • 8.3.0 Release Notes
            • 8.2.0 Release Notes
            • 8.1.0 Release Notes
            • 8.0.1 Release Notes
            • 7.21.1 Release Notes
            • Version History
            • Zephyr Installation and Upgrade Guides
              • Zephyr System Requirements
                • Zephyr Supported Platforms
                  • Zephyr Usage Requirements
                    • Zephyr Cloud Requirements
                      • Zephyr Server Requirements
                        • Zephyr Data Center Requirements
                        • Zephyr Enterprise Trial
                          • Zephyr Trial Installation for Window
                            • Installation of Zephyr Enterprise Trial via Docker
                              • Docker Trial Troubleshooting
                              • Zephyr On-Premise Production Installation
                                • Zephyr Production Installation for Windows
                                  • Zephyr Production Installation for Linux
                                    • Set Up Zephyr Data Center Cluster
                                      • 1. Connect to an External Database
                                        • 2. Install and Configure Elasticsearch
                                          • Install Zephyr Enterprise on Nodes
                                            • On Windows
                                              • On Linux
                                              • 4. Set Up a Shared Directory
                                                • 5. Configure Load Balancer
                                                  • 6. Bring Up the Whole System
                                                    • Further Steps
                                                    • Connecting to an External Database
                                                      • MySQL
                                                        • Microsoft SQL
                                                          • Oracle
                                                            • Steps to Follow to Change the Database Password
                                                          • Elastic Search
                                                            • Elasticsearch 8.6.2
                                                              • Elasticsearch Single Node - On Windows
                                                                • Elasticsearch Single Node - On Linux
                                                                  • Elasticsearch Cluster
                                                                    • Additional Information - ES 8.6.2
                                                                  • JDBC.Properties File Field
                                                                    • Zephyr Enterprise Services
                                                                      • ZE Services with RabbitMQ
                                                                        • ZE - Webhook Deployment
                                                                          • ZE-Consumer Deployment
                                                                            • ZE-AuditService Deployment
                                                                              • ZE-AuditProcessor Deployment
                                                                              • RabbitMQ Deployment
                                                                                • RabbitMQ and ZE Service Usage and Requirement
                                                                                  • RabbitMQ Deployment (Ubuntu)
                                                                                    • RabbitMQ Deployment (RHEL)
                                                                                      • RabbitMQ Deployment (Windows)
                                                                                    • ZE Services with Artemis
                                                                                      • Artemis Cluster Setup
                                                                                        • ZE - Webhook Deployment (Artemis)
                                                                                          • ZE - Consumer Deployment (Artemis)
                                                                                            • ZE - Audit Service Deployment (Artemis)
                                                                                              • ZE - Audit Processor Deployment (Artemis)
                                                                                          • Upgrade Zephyr Enterprise
                                                                                            • Zephyr On-Premise Upgrade Instructions
                                                                                              • Upgrade Embedded MYSQL 5.7 to MYSQL 8.0.41
                                                                                                • Upgrading Zephyr Version from 8.3 to 8.4 with Artemis Service
                                                                                                • Steps to change the JDBC Driver
                                                                                                  • Take Database Backup
                                                                                                  • Zephyr On-Premise Rollback Process
                                                                                                    • Special SSL Consideration
                                                                                                    • Change Ownership to Non-Root User
                                                                                                      • Upgrading Data Center
                                                                                                        • Upgrade Steps on Windows
                                                                                                          • Upgrade Steps on Linux for Root to Root User
                                                                                                            • Upgrade Steps for Linux from Root to Non-root User
                                                                                                          • Post-upgrade Steps for Zephyr SaaS/Cloud
                                                                                                            • Upgrading from Version 8.0.1 and Below to the Latest Version
                                                                                                            • Enabling Jira sync for a Closed Release
                                                                                                          • Troubleshoot
                                                                                                        • Zephyr Administration Guides
                                                                                                          • System Setup
                                                                                                            • System Config
                                                                                                              • SSL Setup in Zephyr
                                                                                                                • Email Notifications
                                                                                                                  • About Zephyr
                                                                                                                    • Login Limit
                                                                                                                      • Support ZIP File
                                                                                                                    • Authentication
                                                                                                                      • Setting Up Single Sign-On (SSO) with AWS
                                                                                                                      • SSO Setup with Okta in Zephyr
                                                                                                                        • Okta LDAP Configuration
                                                                                                                          • SSO Setup with Azure AD in Zephyr
                                                                                                                            • SSO Setup with Auth0
                                                                                                                              • SSO Setup with Google (G-Suite)
                                                                                                                                • SSO Setup with Active Directory - ADFS
                                                                                                                                • Jira Integration
                                                                                                                                  • Setting up Jira Integration
                                                                                                                                    • Increase the OAuth 2.0 Token Expiry Time
                                                                                                                                    • Configure OAuth 2.0 Connection for Jira Cloud
                                                                                                                                      • Configure OAuth Connection
                                                                                                                                        • Configure Basic (cookie-based) Connection
                                                                                                                                          • Creating Jira Webhooks
                                                                                                                                            • Using Jira Webhooks
                                                                                                                                            • Connection Between Server and Cloud Instances
                                                                                                                                              • Configure OAuth 2.0 Connection for Jira Data Center (DC)
                                                                                                                                                • Jira Integration SSL Troubleshooting
                                                                                                                                              • Caching Jira Data
                                                                                                                                                • Jira Management Preferences
                                                                                                                                                  • Migrating From Jira Server to Jira Cloud
                                                                                                                                                    • Jira Integration: Zephyr Enterprise
                                                                                                                                                      • Jira Troubleshooting
                                                                                                                                                    • Customizations
                                                                                                                                                      • Customize Roles
                                                                                                                                                        • Customize Project Fields
                                                                                                                                                          • Customize Requirement Fields
                                                                                                                                                            • Customize Testcase Fields
                                                                                                                                                              • Customize Testcase Estimated Time
                                                                                                                                                                • Customize Testcase and Test Step Execution Status
                                                                                                                                                                  • Customize Test Repo Configuration
                                                                                                                                                                    • Customize Bulk Status Update
                                                                                                                                                                      • Customize Test Case Priority Field
                                                                                                                                                                        • Customize Trend Data Collection
                                                                                                                                                                          • Indexing Process
                                                                                                                                                                            • Advanced
                                                                                                                                                                              • Customize Gadget Refresh Rate
                                                                                                                                                                              • External Storage
                                                                                                                                                                              • User Setup
                                                                                                                                                                                • Delete Disable User's
                                                                                                                                                                                • Adding a User
                                                                                                                                                                                  • Editing a User
                                                                                                                                                                                    • Enabling and Disabling Users
                                                                                                                                                                                      • Exporting a List of Users
                                                                                                                                                                                        • Reset User Password
                                                                                                                                                                                          • Change an Account Password
                                                                                                                                                                                            • Project assigned Via Group
                                                                                                                                                                                          • Group Setup
                                                                                                                                                                                            • Adding a Group
                                                                                                                                                                                              • Editing a Group
                                                                                                                                                                                                • Delete a Group
                                                                                                                                                                                                  • Import Groups
                                                                                                                                                                                                  • Project Setup
                                                                                                                                                                                                    • Adding a Project
                                                                                                                                                                                                      • Editing a Project
                                                                                                                                                                                                        • Deleting a Project
                                                                                                                                                                                                          • Project Test Repository Backup and Restore
                                                                                                                                                                                                          • Defect Admin
                                                                                                                                                                                                            • Zephyr Defect Tracking Customizations
                                                                                                                                                                                                              • Groups and Permissions
                                                                                                                                                                                                                • Projects
                                                                                                                                                                                                                  • Workflow
                                                                                                                                                                                                                    • Zephyr Internal Preferences
                                                                                                                                                                                                                      • Customization
                                                                                                                                                                                                                      • JIRA Defect Tracking Customizations
                                                                                                                                                                                                                      • Zephyr Server/Data Center Backups and Restore
                                                                                                                                                                                                                        • Zephyr Cloud Backups and Restore
                                                                                                                                                                                                                          • Zephyr Audit Logs
                                                                                                                                                                                                                          • Zephyr User Guide
                                                                                                                                                                                                                            • Release Setup
                                                                                                                                                                                                                              • Adding a Release
                                                                                                                                                                                                                                • Editing a Release
                                                                                                                                                                                                                                  • Deleting a Release
                                                                                                                                                                                                                                    • Cloning a Release
                                                                                                                                                                                                                                      • Mapping Requirements to a Test Case
                                                                                                                                                                                                                                      • Requirements
                                                                                                                                                                                                                                        • Project and Release Requirement Repository
                                                                                                                                                                                                                                          • Adding a Folder in Requirements
                                                                                                                                                                                                                                            • Adding a Requirement
                                                                                                                                                                                                                                              • Editing a Requirement
                                                                                                                                                                                                                                                • Cloning a Requirement
                                                                                                                                                                                                                                                  • Deleting a Requirement
                                                                                                                                                                                                                                                    • Mapping Requirements to a Test Case
                                                                                                                                                                                                                                                      • Allocating and Deallocating a Requirement
                                                                                                                                                                                                                                                        • Importing Requirements
                                                                                                                                                                                                                                                          • Import Requirements via Excel Spreadsheets
                                                                                                                                                                                                                                                            • Import Requirements From Jira
                                                                                                                                                                                                                                                            • Exporting Requirements
                                                                                                                                                                                                                                                              • Jira Requirements Sync
                                                                                                                                                                                                                                                                • Requirements Traceability
                                                                                                                                                                                                                                                                • Test Repository
                                                                                                                                                                                                                                                                  • Global Test Repository Overview
                                                                                                                                                                                                                                                                    • Move Ownership of Test Case from Test Repository to Global Repository
                                                                                                                                                                                                                                                                    • Project and Release Test Case Repository
                                                                                                                                                                                                                                                                      • Adding a Folder in Test Repository
                                                                                                                                                                                                                                                                        • Adding a Test Case
                                                                                                                                                                                                                                                                          • About Adding an Attachment
                                                                                                                                                                                                                                                                          • Editing a Test Case
                                                                                                                                                                                                                                                                            • Test Step Copying and Deleting
                                                                                                                                                                                                                                                                              • Test Case Versioning
                                                                                                                                                                                                                                                                                • Bulk Edit Test Cases
                                                                                                                                                                                                                                                                                • Cloning a Test Case
                                                                                                                                                                                                                                                                                  • Deleting a Test Case
                                                                                                                                                                                                                                                                                    • Mapping Test Cases to a Requirement
                                                                                                                                                                                                                                                                                      • Tracking Automation
                                                                                                                                                                                                                                                                                        • Importing Test Cases
                                                                                                                                                                                                                                                                                          • Auto-Creating Directory Structure when Importing Test Cases
                                                                                                                                                                                                                                                                                          • Exporting Test Cases
                                                                                                                                                                                                                                                                                            • Test Case Usage History
                                                                                                                                                                                                                                                                                              • Test Case Reordering
                                                                                                                                                                                                                                                                                                • Copying Test Cases
                                                                                                                                                                                                                                                                                                  • Sharing Test Cases
                                                                                                                                                                                                                                                                                                    • Call to Test
                                                                                                                                                                                                                                                                                                      • Parametrization and Data Set
                                                                                                                                                                                                                                                                                                      • Test Planning
                                                                                                                                                                                                                                                                                                        • Managing Cycles
                                                                                                                                                                                                                                                                                                          • Managing Phases
                                                                                                                                                                                                                                                                                                            • Assigning Test Cases to Users
                                                                                                                                                                                                                                                                                                              • Adding and Deleting Test Cases in a Test Phase
                                                                                                                                                                                                                                                                                                                • Synchronization of Test Cases in Planning
                                                                                                                                                                                                                                                                                                                • Hiding and Unhiding Test Cycles
                                                                                                                                                                                                                                                                                                                  • Copy and Move Test Cycle Folders
                                                                                                                                                                                                                                                                                                                  • Test Execution
                                                                                                                                                                                                                                                                                                                    • Executing Manual Test Cases
                                                                                                                                                                                                                                                                                                                      • Logging Test Run Results
                                                                                                                                                                                                                                                                                                                      • Executing Automated Test Cases
                                                                                                                                                                                                                                                                                                                        • Linking Defects
                                                                                                                                                                                                                                                                                                                          • Sync Test Case Versions
                                                                                                                                                                                                                                                                                                                            • Test Case Execution History
                                                                                                                                                                                                                                                                                                                              • Exporting Test Executions
                                                                                                                                                                                                                                                                                                                                • Editing Test Cases During Test Execution
                                                                                                                                                                                                                                                                                                                                • Defect Tracking
                                                                                                                                                                                                                                                                                                                                  • Creating Defects
                                                                                                                                                                                                                                                                                                                                    • Searching for Defects
                                                                                                                                                                                                                                                                                                                                      • Editing Defects
                                                                                                                                                                                                                                                                                                                                        • Creating Sub-Tasks
                                                                                                                                                                                                                                                                                                                                          • Exporting Defects
                                                                                                                                                                                                                                                                                                                                            • Supported Jira Custom Fields
                                                                                                                                                                                                                                                                                                                                            • Reporting and Dashboards
                                                                                                                                                                                                                                                                                                                                              • Zephyr Dashboards
                                                                                                                                                                                                                                                                                                                                                • Managing Dashboards
                                                                                                                                                                                                                                                                                                                                                  • Gadgets
                                                                                                                                                                                                                                                                                                                                                  • Reports
                                                                                                                                                                                                                                                                                                                                                    • Custom Export Report Wizard
                                                                                                                                                                                                                                                                                                                                                    • Search
                                                                                                                                                                                                                                                                                                                                                      • Global Sorting
                                                                                                                                                                                                                                                                                                                                                        • Zephyr Test Automation
                                                                                                                                                                                                                                                                                                                                                          • Zephyr Vortex
                                                                                                                                                                                                                                                                                                                                                            • Script Automation
                                                                                                                                                                                                                                                                                                                                                              • Suite Automation
                                                                                                                                                                                                                                                                                                                                                                • Folder Watcher
                                                                                                                                                                                                                                                                                                                                                                  • Vortex Job Execution Events
                                                                                                                                                                                                                                                                                                                                                                  • API Operations for Automation Jobs
                                                                                                                                                                                                                                                                                                                                                                    • ZBot Overview
                                                                                                                                                                                                                                                                                                                                                                      • Installing and Getting Started with ZBots
                                                                                                                                                                                                                                                                                                                                                                      • Integration with TestComplete
                                                                                                                                                                                                                                                                                                                                                                        • Integration with ReadyAPI
                                                                                                                                                                                                                                                                                                                                                                          • Robot Framework Integration
                                                                                                                                                                                                                                                                                                                                                                            • NUnit Framework Integration
                                                                                                                                                                                                                                                                                                                                                                              • Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                • Create, Edit and Delete Templates
                                                                                                                                                                                                                                                                                                                                                                                  • Create Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                    • Get List of Available Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                      • Edit Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                        • Delete Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                        • Parser Template Syntax
                                                                                                                                                                                                                                                                                                                                                                                      • Zephyr Enterprise Jira Plugin
                                                                                                                                                                                                                                                                                                                                                                                        • Zephyr Enterprise Traceability
                                                                                                                                                                                                                                                                                                                                                                                          • Zephyr Enterprise Feature Content
                                                                                                                                                                                                                                                                                                                                                                                          • FAQ
                                                                                                                                                                                                                                                                                                                                                                                          • Zephyr REST API
                                                                                                                                                                                                                                                                                                                                                                                            • Create and Manage API Tokens in Zephyr
                                                                                                                                                                                                                                                                                                                                                                                              • Update Testcase API
                                                                                                                                                                                                                                                                                                                                                                                                • Search API
                                                                                                                                                                                                                                                                                                                                                                                                  • Import & Synchronize LDAP/Crowd Groups
                                                                                                                                                                                                                                                                                                                                                                                                • Migrating to Zephyr Enterprise
                                                                                                                                                                                                                                                                                                                                                                                                  • From HP ALM
                                                                                                                                                                                                                                                                                                                                                                                                    • Planning
                                                                                                                                                                                                                                                                                                                                                                                                      • Key Points
                                                                                                                                                                                                                                                                                                                                                                                                      • Preliminary Steps
                                                                                                                                                                                                                                                                                                                                                                                                        • Migration Steps
                                                                                                                                                                                                                                                                                                                                                                                                          • Migrate a Single Project
                                                                                                                                                                                                                                                                                                                                                                                                            • Migrate Multiple Projects in Parallel
                                                                                                                                                                                                                                                                                                                                                                                                              • 1. Migrate HP ALM Users
                                                                                                                                                                                                                                                                                                                                                                                                                • 2. Migrate Projects
                                                                                                                                                                                                                                                                                                                                                                                                              • Post-Migration Steps
                                                                                                                                                                                                                                                                                                                                                                                                                • FAQ
                                                                                                                                                                                                                                                                                                                                                                                                                • Via REST API
                                                                                                                                                                                                                                                                                                                                                                                                                  • Create a Role
                                                                                                                                                                                                                                                                                                                                                                                                                    • Create a User
                                                                                                                                                                                                                                                                                                                                                                                                                      • Create a Project
                                                                                                                                                                                                                                                                                                                                                                                                                        • Create a Custom Field
                                                                                                                                                                                                                                                                                                                                                                                                                          • Create a Release
                                                                                                                                                                                                                                                                                                                                                                                                                            • Create a Test Case Tree
                                                                                                                                                                                                                                                                                                                                                                                                                              • Add an Attachment
                                                                                                                                                                                                                                                                                                                                                                                                                                • Test Planning (cycles and phases)
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Execute the Test Case
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Create Requirements
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Access Tokens
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Import the Test Case
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Via Excel Spreadsheets
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Zephyr Enterprise Product Development and Process and Roadmap
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Log In to SmartBear Community Portal
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Zephyr End-of-Life Policy
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Developer Zone
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Zephyr Enterprise Test Management Add-on for Bamboo
                                                                                                                                                                                                                                                                                                                                                                                                                                              • Bamboo Add-on Installation
                                                                                                                                                                                                                                                                                                                                                                                                                                                • Add Zephyr Servers in Bamboo
                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Configure Zephyr Add-On
                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Publish Results to Zephyr
                                                                                                                                                                                                                                                                                                                                                                                                                                                • Zephyr Enterprise Test Management Plugin for Jenkins
                                                                                                                                                                                                                                                                                                                                                                                                                                                • Support and Troubleshooting
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                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Set Up Zephyr Data Center Cluster
                                                                                                                                                                                                                                                                                                                                                                                                                                                  • Install Zephyr Enterprise on Nodes

                                                                                                                                                                                                                                                                                                                                                                                                                                                  Install Zephyr Enterprise on Nodes

                                                                                                                                                                                                                                                                                                                                                                                                                                                  On Windows

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