A step by step guide to download and install TestCaddy

Please save all open files before beginning the installation process.

  1. SQL Server Options
    Every person who runs TestCaddy Test Case Management in your company should share a central Microsoft SQL Server or SQL Express instance.  So gather the connection details of an existing SQL instance or install one. We highly recommend that you install your own separate SQL instance solely for TestCaddys use, even if you have an existing SQL server present.

    • Option 1: We recommend that your IT department installs a SQL Server instance where TestCaddy can create its product databases. This can be done either manually or through the TestCaddy installer which will set up your SQL server to use TestCaddy automatically for you.   It is a good idea for TestCaddy to have its own SQL instance as it will create a TestCaddyMaster database on the server and also a database for each product you wish to test (using a name supplied by the test lead).  Before moving on, record the SQL server name (or IP Address) and the instance name and the username and password to connect with.  You will need this information for configuring your copy of TestCaddy and you will need to provide it to other users of TestCaddy in your Company.  Note that the username requires permissions on the SQL server so that it can create databases.
    • Option 2: For trialing and for smaller teams the TestCaddy installer itself allows you to install an instance of SQL Express on the local machine and share it with others.  If choosing this option, the first installation of TestCaddy should be on the machine where you want the SQL installation. Note it does not matter if you already have an existing SQL server.  It is better to use a SQL server somewhere else on the network in these cases, see Option 1 or 3.
    • Option 3: If you would like SQL 2008 installed elsewhere on your network you can download and install Microsoft SQL Server 2008 Express from here.  It is often simplest to choose Mixed Mode authentication and use the 'sa' username and password (refer to the security note).  Before moving on, record the name (or IP Address) of the machine where you installed SQL and the instance name (if relevant).  Also the username and password you chose.  You will need this information for configuring your copy of TestCaddy and you will need to provide it to other users of TestCaddy in your Company. 
       
    • Security Note:
      • Please ensure your TestCaddy SQL server instance is not accessible to outside internet traffic to minimise any security risk.  When installing Microsoft SQL Express 2008, the TestCaddy installer uses Mixed Mode authentication.  This uses both Windows Authentication and SQL Server Authentication.  Windows Authentication is more secure but requires someone who is able to administer the SQL Server instance to integrate with your company's Active Directory.  Hence using SQL Server Authentication and the default 'sa' user on the SQL instance is easiest if you are setting up TestCaddy yourself.  For similar reasons the TestCaddy SQL installation will start the SQLBrowser service.  If security is important to your situation, we recommend asking your IT Department to provide a properly setup SQL server instance for TestCaddy production use.
      • While your SQL password should be strong, don't use a high access (e.g. company administrator) level password because you have to share it with all TestCaddy users.
  2. Choose your Package
    There are 2 TestCaddy packages available to download, one contains SQL packaged into it and gives you the option of creating a new SQL instance, while the other much smaller package does not contain SQL. If you choose the SQL package and decide you want TestCaddy to install SQL for you then the TestCaddy installer will automatically set the optimum defaults for running TestCaddy on your new SQl server. The package that does not contain SQL allows you to connect to the SQL server of your choice and still contains the same fully functional TestCaddy product.
  3. Pre-Requisites
    TestCaddy has a separate set of Pre-Requisites to SQL 2008, If you wish to just install TestCaddy then you will need Windows Installer 3.1 (MSI 3.1) and .NET 2.0. SQL 2008 has higher levels of requirements of MSI 4.5 and .NET 3.5.1. Depending on whether you want TestCaddy to install SQL for you, the TestCaddy installer will download and install the correct Pre-Requisites for your installation choice. Alternatively you can download and install the Pre-Requisites you need manually, to check what your OS is missing check the table below.
    • Note: Even if you have a later version of .NET (e.g 4.0) you will still need .NET 3.5.1
    • Note: We recommend installing .NET 3.5.1 instead of 2.0 as it contains 2.0 packaged within it. However if you would prefer just .NET 2.0 you can download it here.
    Supported Operating Systems Requirements for Installing TestCaddy
      Package without SQL
      Package with SQL (user chose not to install SQL)

    Requirements for Installing SQL
      Package with SQL only

    Windows 8
    • All Pre-Requisites are already installed on your system.
    • All Pre-Requisites are already installed on your system.
    Windows 7
    • All Pre-Requisites are already installed on your system.
    • All Pre-Requisites are already installed on your system.
    Windows Vista SP2
    • All Pre-Requisites are already installed on your system.
    • All Pre-Requisites are already installed on your system.
    Windows XP SP3
    • MSI 3.1 is already installed
    • You will need to install .NET 2.0
    Windows XP SP2
    Windows Server 2008 R2
    • All Pre-Requisites are already installed on your system.
    • All Pre-Requisites are already installed on your system.
    Windows Server 2008
    • All Pre-Requisites are already installed on your system.
    Windows Server 2003 SP2
    • MSI 3.1 is already installed
    • You will need to install .NET 2.0

  4. Download TestCaddy
    Download TestCaddy to your system by clicking on the 'with SQL' or 'without SQL' download button on this page.

    Note: Warning messages may appear, don't worry these are standard messages. Please select more and/ or run options to continue to download TestCaddy.

    Running the installer package will place a shortcut both in your Start Menu and on your Desktop.

  5. Run the TestCaddy Configuration Wizard
    Click the shortcut link on either your Desktop or your Start Menu to run TestCaddy. 
     
    • The first time it runs, TestCaddy will open a Configuration Wizard which helps you to connect to an existing SQL Server on your network OR you can ask TestCaddy to install an instance of SQL Express for you on the box where you are running TestCaddy, as long as you have chosen the package with SQL.  If installing SQL then create your desired username and password then be patient as SQL installs, this may take a while.
       
    • Once you have completed the Configuration Wizard and got TestCaddy running for yourself you can provide the SQL connection details to other users.  They will need to install TestCaddy and enter the SQL connection details during the Configuration Wizard.  You may wish to use the smaller download package that does not contain SQL for this, download link is above.  You may want to configure a few settings first, so refer to the section in the User Manual on Setting Up TestCaddy for Team Use.  
       
    • If TestCaddy installed SQL Express for you the details of this instance (needed by other TestCaddy users) are
      • SQL Server: 'machine_name'\TestCaddy   
      • Username: sa
      • Password: TestCaddy1
    • If you are connecting to a SQL server on another box the details of the instance will be;
      • machine_name\instance_name
      • Where 'machine_name' refers to the machine where TestCaddy ran the SQL installation and can be an IP Address or hostname.  If a user is running TestCaddy on the same box as SQL they can use localhost as the machine name.  The instance name is TestCaddy as indicated by '\TestCaddy'.  The password is case sensitive.
      • If you are connecting to a remote SQL instance you may also need to allow the SQL server to listen on a TCP/IP port or start the SQL browser service, for more information, access the FAQ page on enabling remote connections here.

Congratulations you have now installed TestCaddy!


If you wish to uninstall TestCaddy check our FAQ on Uninstalling

If there are any issues please check the FAQ, before you Contact Us.