Katalon Platform is a software quality management platform that enables you to conduct the entire software testing life cycle (STLC) and deliver high-quality software in every release. It offers different modules and solutions for each phase of the testing cycle, including test planning, authoring, organizing, executing, and analyzing.
This course will explain the core components of the Katalon Platform and guide you on the initial setup to start using it.
In three chapters, you will learn about:
By the end of this course, you will get a full picture of the Katalon Platform, how to start and utilize it for your testing projects.
Hi, and welcome to Katalon Academy. In the first chapter, we will walk you through a brief introduction to the Katalon platform and its core components.
The Katalon Platform is a quality management platform that enables teams to easily test and launch their software with confidence. It allows you to conduct the entire testing cycle, including test planning, authoring, organizing, execution, reporting, and analyzing.
The platform is ideal for teams that have used or want to move to the cloud, having their projects stored on repositories like GitHub and BitBucket and leveraging other cloud resources for testing.
Let's have a look at the platform's core components and which testing activities they take care of.
For test planning, the Platform (formerly Katalon TestOps) allows you to:
- plan builds and releases
- align tests with business requirements
- organize and manage tests
- schedule executions in cloud environments
- and evaluate whether the application under test is ready to be released
For test authoring, or test designing, or test generation, we use Katalon Studio. With both low-code features and scripting capabilities, it helps testers and engineers at all levels easily design, organize, and maintain automated tests.
For test execution, we have TestCloud and Runtime Engine natively integrated within the Platform. Simply explained, the main difference between the two is TestCloud provides you with cloud-based execution environments. Meanwhile, Runtime Engine is required for on-premise or command-line interface executions. Some common use cases include running tests in CI/CD pipelines, local, and virtual-containers test environments.
Finally, for test reporting, all the test results will be channels and centralized in the Platform. Analytics are available to provide actionable insights into the release readiness, pass/fail trend, test flakiness, requirement traceability, and so on.
To sum up, the Katalon Platform provides you with different modules that meet the specific needs of different team members in the whole testing lifecycle, ensuring the quality of software for releases. In the later chapters, we will show you a simple workflow of using the Katalon Platform for testing from start to finish.
Besides the Academy, Katalon also has other channels that can help you get support and learn more about how to use the Platform.
The first one is the Katalon.com website, where you can learn more about the overall details of the Katalon Platform, domain knowledge via blogs and webinars, and, most importantly, the pricing model for those who want to explore and use advanced solutions.
For step-by-step instructions to use specific features of Katalon, Katalon Documentation is the place to go. Besides how-to guides, you can also find sample scripts, tips and tricks to leverage the Katalon Platform.
Katalon Community is another helpful resource where you can get support from other peers and experienced users for your technical issues, learn more tips and tricks, and read more helpful content. The Community also holds many exciting events and programs. For example, you can earn Kudo points and exchange them for free licenses and other rewards like gift cards.
Finally, there's Katalon Support Portal for paid users. You can submit tickets for your technical issues, and the support team will answer your questions.
That's the end of the first chapter. You've understood the Katalon Platform, its core components, and the resources that you can leverage to learn more about the platform. In the next chapter, we'll show you the steps to creating your very first project in Katalon.
Welcome back! This chapter will show you the steps to start and create your first project in the Katalon Platform.
After signing up and verifying your Katalon account, you will go to the Platform. It automatically creates an organization and the first project for you. Some sample tests and execution data have also been generated and filled in for demonstration purposes.
Let's have a quick walkthrough of the Katalon Platform - a center for testing operations and software quality.
On the Dashboard front page, you can view all the high-level information of the project, from test activities, release readiness, test case creation productivity, test quality to requirement and platform coverage.
For Test Planning, you can create releases, add test runs to them, and evaluate the release readiness based on the test execution results. In the Requirements tab, you can also integrate Katalon with Jira and view reports for test coverage and traceability matrix by linking test cases to business requirements. We'll discuss these topics in another course. Let's move on!
In Test Management, you can see all the test assets and artifacts, including test cases, test suites, test objects, and web services. These are stored in the Git repositories which are integrated with the Katalon platform. Particularly in the Test Case tab, you select a test case and link it to a Jira ticket for test coverage and defect management.
In Configuration, you can integrate Katalon with Git repositories and other platforms. As you can see in the Script repositories, there are already 2 samples which have been integrated for demonstration purposes. Please note that Git integrations are required to use the Katalon Platform. We'll discuss this in detail in the next lesson.
After the Git integration, you can schedule test runs in Test Execution. In Schedule Test Run, you can select an integrated Git repository, what tests, when, and where to run. For the environments, you can choose on-cloud environments using TestCloud, or on-prem environments using Katalon Runtime Engine.
After executing tests, you can go to Reports to view all the centralized test results and analytics for different aspects. We also have a specific section for Visual Testing. Driven by AI, it helps you detect visual bugs with a seamless setup and very minimal false positives.
The last thing we want to mention is the Administration. You can edit the settings for your organizations, teams, and projects. You can also manage the users, licenses, subscriptions, and billings of the Katalon Platform. For more information on your current package and capabilities, click on Subscription Management.
That's it for this lesson. You get an overview of what the Katalon Platform is about. In the next lesson, we will show you how to download and set up Katalon Studio to start designing automated test cases.
Before installing Katalon Studio to create automated tests, you should know a couple of things.
When you hit the download button, there are two options for Katalon Studio - the Platform Edition and Standalone Edition. So, what's the difference?
With the Standalone edition, you can store projects on your local system. You will need to integrate with the Platform and Git later if you want to leverage the platform's power. The Standalone version is more suitable for teams that want to host all their testing infrastructure.
The Platform edition, on the other hand, is natively integrated with the Katalon Platform and Git. Whenever you execute tests, the reports will be automatically uploaded to the platform.
To open a project in Katalon Studio Platform edition, you have to integrate the Git repository containing your testing project with the Katalon Platform. In this course, we'll use and guide you on the Platform edition since we're learning about the whole Katalon platform.
But why is Git integration required?
We believe there has been a common industrial practice to move to the cloud and use Git repositories for software development. It enables businesses and teams to enhance collaboration, move fast, and scale up. Take GitHub as an example, as of June 2022, it is reported having over 83 million users and more than 200 million repositories, including at least 28 million public repositories.
We developed the Katalon Platform to be tightly tied to the software development and testing lifecycle, so Git integration is required.
When teams move to the cloud and integrate their repositories with the Katalon Platform, they can leverage cloud-based resources to optimize and streamline their test project setup, management, and collaboration. No more wasted time and effort spent on setting up local test environments, handling maintenance, or sharing artifacts across different teams.
No worries! The integration is simple. Go to Configurations > Connect Git Repository > Create a new Git repository. Choose the source type, and enter the URL to your existing repository, username, and personal access token. If you've already used a script repo, this should be easy.
In case you've never used it before, no worries; we'll guide you on creating one quickly with Github as an example. After signing up for an account, click on the ''+'' icon in the top-right corner.
There are two types of repositories that you can choose from, which are user-owned and organization-owned. An organization normally includes many repositories with sophisticated security and administrative features.
Let's start with a simple user-owned repository. You can move it to an organization later. More information can be found on GitHub documentation.
Alright, choose the option ''New repository.'' Fill in the name and description. Choose ''private'' and ''Add a README file.'' Then, click on ''Create'' and you get yourself a repository. Very simple, right?
If you already have a Katalon project stored locally, simply upload the file to your GitHub and later open it in Katalon Studio Platform Edition. In my case, I don't have any project yet, just leave it blank for now. We'll later commit our tests to this repository.
Go back to the platform, and input the required information for the Git integration. For personal access token, you can go to the section ''Upload test scripts from a Git repository'' on Katalon documentation to learn how to get the token for your type of repository.
For Github, click your user profile > setttings > developer settings > personal access token. Let's go for the Classic Tokens option. It provides more high-level permissions than the Fine-grained Token Beta option.
Choose the expiration date and scopes of your token. Then, hit ''Generate". Please note that the token is like your password. Don't give it to others without trust. You can always delete a token before it expires.
Back to the platform, after filling in all the requirements, choose the branch, fill in the description, and click ''Create." The Git integration is done! The new repository will appear in the Script Repository and also the Test Management in the Katalon Platform.
Now, we can download Katalon Studio by clicking on the button ''Download Studio" and choosing the Platform edition. Let's wait for a few seconds.
When you open Katalon Studio for the first time, it will ask for activation. Simply input your Katalon account credentials. Please note that you will have a 30-day trial to use the full and advanced capabilities of Katalon Studio (aka the Enterprise version), Katalon Runtime Engine, and Katalon TestCloud with limited executions. After the trial, you can still use Studio but with basic features only.
Alright, back to our screen. After processing, it will ask you to login in to Git to open a project. Simply input your username and personal access token.
A product-guiding tour pops up. You can take it if you want. We'll skip this for now.
All done! We have successfully opened our first project in Katalon Studio. In case you want to open another project in another connected Git repository, go to File > Open Project. Wait for a few secs for the data to load. Then, choose the Git repository that you want to work with.
There are three options on my screen, including the 2 Git samples and the one I've just integrated. Let's go for the last one. Fill in other required information, select the option Save authentication for the next time you open this project, and click OK.
Everything is set! You can start creating tests. On the left are all the folders that store your tests, objects, and data. On the right is the editor, where you can create automated tests in both Manual and Script modes. Below are the tabs for keeping track of test executions and results. We'll talk about the features in detail in other courses.
That's it for this chapter. You've learned how to set up and open your first project in Katalon Studio. In the next chapter, we'll demonstrate a simple testing workflow within the Platform, from creating simple tests, and scheduling executions on cloud environments, to viewing reports. See you.
Hi, and welcome back! In the previous chapter, you've learned about the Katalon Platform and how to set up a project in Studio. Now, let's perform a simple testing workflow using Katalon.
In the Studio, there are different methods for creating an automated test case. For this video, I'll use the Web Recorder to quickly make two simple tests to verify the Login and Booking-an-appointment functionalities of a sample website.
You can watch our available courses: Record and Playback and Using Built-in Keywords to learn how to use these methods for generating automated tests.
The first Login test case is done. Let's continue with the second one.
Alright, after creating the two test cases, let's put them into a test suite which is used to gather relevant test cases for a particular purpose. Simply drag and drop them in. Now, I'll run this test suite with my local resources to make sure it works fine.
Both tests passed! Everything looks good. Let's continue to upload these tests to our connected Git repo and schedule executions on cloud environments. Click on the Git icon on the toolbar and select Commit. Move all unstaged to staged changes, write the message, and hit Commit and Push.
If you go to your connect Git repository, you will see all the files have been uploaded. The same thing happens on the Katalon Platform. Go to Test Management and you can see two new test cases and a test suite have been added. If you haven't seen any changes, remember to refresh the repository in the Configuration section.
Here are our two new test cases. and the test suite!
We can then schedule to run these tests on cloud environments by going to Test Execution > Schedule Test Run. I'll choose the suite we've just uploaded. Turn off the Repeat toggle to run it immediately. For where to run, I'll choose TestCloud and specify the environments. Then, click on Run. A new test run has also been created in the Test Run List tab.
This is one of the ways the Katalon Platform enhances collaboration within a team. Automation engineers can set up Katalon Studio, design tests, and upload them to the Platform. Test leads or managers, or even business people, can then go in, schedule the test runs they want, view the reports, and evaluate the current state of quality.
The communication is also streamlined. The process of sharing reports and other test artifacts used to take a lot of time and effort. Team members had to manually export separate reports and share them with others via email.
Now, test results and analytics are automatically centralized and available in the platform. Depending on the roles, team members simply go to Katalon to get the reports, metrics, or information they need on the Dashboard or Report page.
That's all for this getting-started course! To recap, you've learned about:
- The core components of the Katalon Platform
- How to integrate Git repositories, install Katalon Studio, and create your first project
- And finally how to perform a simple testing workflow using the Katalon Platform
So, what's next? Set up your first project, install Katalon Studio, and start creating your automated test cases. Remember, when starting with the Platform, you'll have a 30-day trial to use Katalon Studio Enterprise and TestCloud. Make use of this window to explore and evaluate the Katalon Platform.
Good insight into getting started with Katalon for Web UI automation.
Easy to understand and good content
Good course for begineers
Very helpful course!
Good intro into katalon platform
There is no integrated/mock-up testing. This is a very bad course.
Easy to understand and follow, although the part where I had to connect and upload my test script from my Git repository to Katalon TestOps was a bit of a hassle. But nevertheless, this course has enabled me to know the basic navigation & operation of Katalon Studio 👍
very descriptive and clearly designed.
Thank you to everyone involved.
little too fast
Easy to understand and informative, thanks
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