Installing/Updating Quality Hub

Introduction to Quality Hub

Quality Hub is a comprehensive software solution designed to streamline the entire software testing process from planning and design to test execution and analysis. The software includes three modules: Release Management, Test Management, and Test Operations. Each has been meticulously crafted to help you manage your testing process more efficiently and effectively.

In this user guide, we will provide a step-by-step overview of how to set up and use the product for optimal performance. Whether you are new to Quality Hub or looking to take your existing testing process to the next level, this comprehensive guide is here to assist you in achieving your testing goals. In it, you will find information on how to install, configure, and utilize the features available in each module to make your software testing experience seamless and efficient.

Target Audience

This guide is intended for IT administrators tasked with setting up the application, testers, developers, and QA managers who will use it to organize their work, and DevOps engineers who will embed quality into their automated pipelines.

How to Set Up Quality Hub

Note: The steps given below to set up Quality Hub are helpful for System
Administrators.

Installation

What type of Salesforce environment to use

Before installing Quality Hub, the first decision is to choose what Salesforce org to use.

There are three main options:

• Trial Org: This is a new separate Salesforce org created to trial Quality Hub, which comes pre-installed. They are usually available for a limited period (e.g., 90 days), after which you can upgrade it to a fully functioning org. Choose this option if you don’t already have a Salesforce org, do not need to integrate Quality Hub with any other Salesforce-native application, or do not want the trialing exercise to disturb the ongoing delivery activities in your existing Salesforce environments.
• Sandbox Org: This is a copy of the Production environment, usually created for testing and development purposes. Choose this option if you want to trial Quality Hub for an indefinite period or want to understand how it could integrate and work in the context of your existing Salesforce implementation. Select “Try it Now from the AppExchange listing to install in Sandbox Orgs.
• Production Org: This is a fully functional version of your Salesforce organization’s implementation, where all customizations, configurations, data, and settings are deployed for use by end-users. Quality Hub can only be trialed for a limited period (e.g., 30 days), so only choose this option if you are certain that you want to use Quality Hub or if it’s the only way of proving that it can integrate with other Salesforce-native apps which cannot be set up in Sandbox environments.

Installing from the Success Portal

Customers can access Provar Quality Hub using the Success Portal Releases page.

1. Click the version for Provar Quality Hub that you’d like to install.
2. Click the Release Downloads > Download Name
3. Here you’ll see links to download in either a Production/Developer edition or Sandbox/Scratch edition org:
   
4. Use the https://login.salesforce.com/** link for Production/Developer editions and the https://test.salesforce.com/** link for Sandbox/Scratch editions.
5. Select Install for Admins Only. You can assign permission sets and licenses at a later time, this option is recommended.

6. Approve the Third-Party Access on the next page to allow Provar Quality Hub to connect to our execution platform. 

7. Once installation is complete, you should receive an email confirmation message.

Note: You can disable the Remote Site Setting and CSP Trusted Site for sites you are not using later on. No information is sent if the integration is not set up first.

Installing the Package from the AppExchange

If you are not currently a Provar customer or do not have access to the Success Portal, then you can navigate to the AppExchange listing, where you can initiate a Trialforce Org or reach out to our team for assistance.

1. If you’d like a trial, you can select Try It. Alternatively, click Get It Now to be redirected to our Contact page where you can get started with the help from our dedicated team.

2. (Try It only) Choose your trial type. 
3. Trialforce Org – Newly provisioned fresh org with the app pre-installed. Some sample data but no setup.

2. If you select Trialforce org, you are required to enter your email, and will receive an invitation to a new org to continue setting up your user in approximately 10-15 minutes. 

Trusted URLs

• assistant.provar.com : Interact with Provar Assistant, our AI chat bot, from within the app
• video-bundler.lambdatest.com : Used by Provar Grid, to provide recordings of test executions
• provar.cloud : Proxy to connect to Provar Grid, instrumentation services, and the plugin marketplace

Remote Site Settings

• login.salesforce.com : Connect to Salesforce production environments to run tests and retrieve results, coverage, and metadata information
• prod.provar.cloud : Proxy to connect to Provar Grid, the Plugin Marketplace, and Provar Assistant
• test.salesforce.com : Connect to Salesforce sandbox environments to run tests and retrieve results, coverage, and metadata information

7. Quality Hub will be successfully installed.

Upgrading from the Plugin Marketplace

Upgrading from the Plugin Marketplace

The easiest way to upgrade Quality Hub is through the Plugin Marketplace page, which can be found in the Plugins section of the Provar Quality Hub Setup app.

Select the Provar Quality Hub app and click “Install” to start the upgrade process.

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