To install the actual TestRail application on Windows server, upload and extract the TestRail installation archive to your web server and copy the files to your web server’s wwwroot directory (e.g., C:\inetpub\wwwroot). Alternatively, you can set up a virtual directory in IIS and install the TestRail files in another location.
Next, point your web browser to the new TestRail directory on your webserver to launch the TestRail Installation Wizard (e.g. http://<server>/testrail/) and follow the instructions.
Permission problem (401)? If you get a 401 permission error when you try to access the TestRail installer, make sure that IIS can read and execute the PHP files. To do this, right-click the testrail directory in Explorer, right-click Properties, and then select the Security tab. If the IIS user isn’t listed, click Add, enter the IIS user (IUSR under Windows 2008 and later, IUSR_<hostname> under Windows 2003), and confirm with OK. Then check the Read & Execute, List Folder Contents, and Read permissions. Also important: Click the Advanced button and check the Replace permission entries on all child objects with entries shown here that apply to child objects. Close all dialogs by clicking OK.
SQL Server Express / named instance? If you installed SQL Server Express (or another SQL Server edition) as a named-instance, you might need to enter the instance name as part of the server name when connecting TestRail to your database. That is, on the second installation wizard page, you would need to enter both the hostname as well as for instance name into the Server field. For example, for a local SQL Server Express instance, with an instance name of sqlexpress enter the value localhostsqlexpress
The installer will ask you to specify Cassandra information. This depends on the information you provided during installation.
The default values are:
- Server: localhost
- Port: 9042
- Keyspace: testrail or the name you provided when creating a Keyspace
- Username: cassandra or the user you created for TestRail and granted permissions to
- Password: cassandra or the password you gave the user you created
The installer will also ask you to specify directories to store attachments, reports, and log files. Please create those directories and make sure that the directories are writable by the webserver. With the attachment and report directories, for security reasons, you should also make sure that they aren’t directly accessible with a web browser. Make sure to specify a directory outside your wwwroot directory (for example, C:\TestRailAttachments). To make the directories writable by IIS, add the IUSR user to the security settings of the directories and grant full permissions to this user (on Windows Server 2003 systems, the user is usually called IUSR_<hostname>):
info Please Note: You must activate the TestRail background task. This background task is responsible, among other things, for sending out email notifications for test changes if you have the feature enabled. To learn how to activate it, see here.
Once you finish the steps, you will get this success screen at the end.
You can start using the application by clicking Log in to TestRail or by accessing it with your web browser, i.e.:
info Please Note: If you’re upgrading from 7.0 to either 7.4 or above, you need to run the migration script as documented here: Upgrading TestRail. The recommended upgrade sequence is:
Install and configure Cassandra
Install or upgrade TestRail
Execute out the 7.0 or previous to 7.4 and up migration script