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TestTrack Microsoft Outlook Integration
TestTrack supports integration with Microsoft Outlook. See TestTrack Third-Party Integrations for supported versions.
This article includes information about installing the integration add-in, configuring the add-in, license usage, accessing TestTrack projects, creating TestTrack items from emails, and attaching emails to TestTrack items.
During installation, you are prompted to install the Outlook add-in if Outlook is installed on your computer. The add-in is automatically installed in the same directory as the TestTrack Client.
When you start Outlook after installing the add-in, a TestTrack menu and toolbar are added to Outlook. If the menu and toolbar are not available, refer to the Microsoft Office Outlook help for information about enabling add-ins.
You can set your preference for connecting to TestTrack manually or automatically when Outlook starts.
A TestTrack license is used when the Outlook add-in connects to a TestTrack project. One license is used if you are connected to the same project in the TestTrack desktop client and a third-party add-in at the same time. You use an additional license if you also connect to the project from another TestTrack client or third-party application.
Make sure to disconnect Outlook from TestTrack when you finish working with a project. This is important if your team uses floating licenses because you could be using multiple licenses and preventing other users from logging in.
Before you can add emails from Outlook to a TestTrack project, you must connect to the TestTrack Server and project. You can also switch projects, connect Outlook to a different server, and disconnect Outlook from the TestTrack Server.
Connecting to a TestTrack Server
To switch to a different project, choose TestTrack > Switch Project, select the project, and click Switch.
Connecting to a different server
To connect to a different server, choose TestTrack > Connect to Server. Click Yes when prompted to close the open project. Select the server, enter the login information, and click Connect.
To log out of a project or disconnect from a server, choose TestTrack > Logout and Disconnect. Click Yes when prompted to close the project and server connection.
You can create a TestTrack item from Outlook emails. The email subject is used as the item summary and the email body is used as the item description.
If you receive an email with information that applies to an existing TestTrack item, you can attach the email to the item.
Note: Email tracking must be enabled for the project before you can attach Outlook emails to TestTrack items. Ask your TestTrack administrator for information.