Get Started with Tricentis Analytics
Following are the steps to get started with Tricentis Analytics. This guide provides information about downloading and connecting the Excel Quick Start Reports file. If you will be using a different BI tool to view your data, refer to BI Tool Integration or begin to use the Tricentis Analytics APIs directly.
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Access the Tricentis Analytics API developer portal at https://dev.tricentis.com/. Try the APIs out with sample data and learn how to use them.
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Once you're ready to use the APIs with your own data, click Get Started.
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On the log in screen, enter the following information.
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In the Username field, enter your qTest username. Use the same log in credentials that you use for your qTest site.
SSO log in is not currently supported for Tricentis Analytics. Log in using a user profile with direct qTest authentication. For information about switching a user to an internal authentication system, refer to I can't log in with my SSO credentials. In addition, your user account must be assigned the Tricentis Analytics Viewers, Tricentis Analytics Designers, or Tricentis Analytics Administrators user group in qTest to be able to access Tricentis Analytics. For more information about these user groups, refer to the qTest manual. -
In the Password field, enter your qTest password. Use the same log in credentials that you use for your qTest site.
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In the qTest URL field, enter the domain URL for your qTest site.
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Click Login. A screen displaying the API endpoints appears.
Click here to download the Excel Quick Start Reports file.
The Excel Quick Start Reports file connects to the Tricentis Analytics database using an OData URL. Connecting to the database is only required upon initial set up. This procedure provides steps for connecting the Tricentis Analytics database to the Excel Quick Start Reports file.
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Open the Excel Quick Start Reports file in Microsoft Excel.
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The file opens in Protected View and requires acceptance of several warnings. To edit the content on the file, accept or close the warning messages and enable editing and content where prompted.
For more information about these warnings, refer to the Microsoft Excel support site.
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Double-click the Analytics URL field, and then enter the URL that is located in the Data Source row in the API Endpoints section of the Tricentis Analytics API Developer Portal.
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Click Connect.
The Authentication method dialog appears.
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In the User name field, enter the username used to connect to the database. This is the username for the qTest instance that you are connecting Tricentis Analytics with.
SSO log in is not currently supported for Tricentis Analytics. Log in using a user profile with direct qTest authentication. For information about switching a user to an internal authentication system, refer to I can't log in with my SSO credentials. -
In the Password field, enter the password used to connect to the database. This is the password for the qTest instance that you are connecting Tricentis Analytics with.
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In the Select which level to apply these settings to field, select the URL that contains your API key from the API Developer Portal.
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Click Connect.
The Privacy levels dialog appears.
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In the Privacy Level field for the current workbook, select Public.
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In the unlabeled Data source field, select the URL that contains your API key from the API Developer Portal.
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In the Privacy Level field for the data source, select Public.
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Click Save.
Tricentis Analytics retrieves data to load into the Excel Quick Start Reports file. This process may take a few minutes.
Refer to Excel Quick Start Reports to learn more about each report on the Excel Quick Start Reports file, how to use the report settings, and how to filter the reports to display your data.