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EXPLORATORY TESTING Kari Kakkonen, Director, Quality and Competences, Knowit Oy, Finland at Knowit Developer Summit, 14.11. 2015 © Copyright Knowit Oy 2015 | Confidential

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Page 1: Exploratory testing Kari Kakkonen KDS2015

EXPLORATORY TESTING Kari Kakkonen, Director, Quality and Competences, Knowit Oy, Finland

at Knowit Developer Summit, 14.11. 2015

© Copyright Knowit Oy 2015 | Confidential

Page 2: Exploratory testing Kari Kakkonen KDS2015

Kari Kakkonen, Knowit

• Speaks, train, coach and mentor regularly about

• ISTQB Advanced, Foundation and Agile Testing + Knowit Quality Professional

• Quality & Test process and organization development

• Agile testing, Scrum, Kanban, Lean

• Metrics

• Leadership

• Test automation, mobile, cloud, DevOps

• Quality, Cost, Benefits

• Speaking & writing highlights

• EuroSTAR and Iqnite several times

• ASTQB in USA, OOP in Germany, TEST-IT in South-Africa, Nordic Testing Days in Estonia, Testing Days in Czech, Israel Testing Week

• Numerous times in Finland at Testing Assembly, Aalto Testing Days, Tieturi Testing, Talentum Testing Forum, Quality Assurance & Software Testing, ICT Expo, TestIT Summit, Microsoft, HP, IBM, Borland etc. events

• Testing Experience magazine, Quality and Testing magazine, Sytyke-magazine, Tietoviikko

• Education

• ISTQB Expert Level Test Management Full & Advanced Full & Agile Tester certified

• SPICE provisionary assessor certified

• M.Sc, Helsinki University of Technology / Aalto-university

• Marketing studies, University of Wisconsin-Madison

• Professional achievements

• Wide spread of business domain knowledge

• Embedded, Industry, Public,

• Training, Telecom, Commerce,

• Insurance, Banking, Pension

• ISTQB Treasurer, Executive Committee 2015-

• Finnish Software Testing Board FiSTB, chairman

• TestausOSY/FAST founding member

• Knowit, Director, Quality and Competences

• Chairman of research project STX, Lappeenranta University of Technology

• Finnish Software Measurement Association FiSMA ry ex-board member

• Ranked in 100 most influential IT-persons in Finland

© Knowit Oy

Twitter: @kkakkonen

LinkedIn: fi.linkedin.com/in/

karikakkonen/

[email protected]

Page 3: Exploratory testing Kari Kakkonen KDS2015

100+ Mobile apps

20+ Extranet services

50+ Intranet services

25+ Web stores 500+

Web sites

100+ Service design

projects

Knowit – We are known for our work We develop and grow our customers’ business.

© Copyright Knowit Oy 2015 | Confidential | Version 1.0

#1 In Quality Assurance

Page 4: Exploratory testing Kari Kakkonen KDS2015

What it is?

© Copyright Knowit Oy 2015 | Confidential 4

Page 5: Exploratory testing Kari Kakkonen KDS2015

CHARACTERIZATION OF EXPLORATORY TESTING

• ”Planning and execution of testing is done at the same time”

(After James Bach)

• Test cases are not necessarily documented even afterwards (Cem

Kaner)

• Testing is done iteratively piece by piece

• Continuous learning and interpretation of conceptions

• Utilization of knowledge gained from experience

© Copyright Knowit Oy 2015 | Confidential 5

Page 6: Exploratory testing Kari Kakkonen KDS2015

EXPLORATORY TESTING - TERMS

• Adventure may go to sidetrack as

long as you come back to

mainroad again (Kaner)

• Testing area: a bunch of

functionalities

• Testing session

• Duration about ½ - 2 hours

• Time span of concentrated work is

about 20 minutes

• Getting back to work takes about

20 minutes

© Copyright Knowit Oy 2015 | Confidential 6

Page 7: Exploratory testing Kari Kakkonen KDS2015

AN EXAMPLE: WWW.TOPSELLERS.COM, A FICTIONAL E-COMMERCE SHOP

• Test case: ”Log in. Browse the content of your shopping cart. Result:

Shopping cart is empty, because no items have been picked.”

• During testing it is noticed that the shopping cart contains items! Items

have been picked with the same user account and the e-commerce

shop keeps the earlier picked things in shopping cart.

• Aftertaste: ”The test should have considered this. Let’s change the test

data and the test itself, and design a new test case, which takes into

account that the shopping cart can store items.”

• A familiar situation?

© Copyright Knowit Oy 2015 | Confidential 7

Page 8: Exploratory testing Kari Kakkonen KDS2015

LEARNING IN EXPLORATORY TESTING

Testing

Opinion-forming

Reporting

Designing actions

Observations

After reference: Psychology of Usability, Sinkkonen et al.

© Copyright Knowit Oy 2015 | Confidential 8

Page 9: Exploratory testing Kari Kakkonen KDS2015

LEARNING FROM THE SYSTEM AND CUSTOMERS

• What has changed or changes frequently?

• What do the customers want?

• What has been defined in an ambiguous way?

• Where do faults cluster?

• Weaknesses in the platform or programming language

• System dependencies

Reference: Lessons learned in software testing. Kaner, Bach, Pettichord

© Copyright Knowit Oy 2015 | Confidential 9

Page 10: Exploratory testing Kari Kakkonen KDS2015

LEARN FROM OTHER TESTERS, DESIGNERS, FROM YOURSELF..

• What kind of errors do certain programmers make and how to report to

and communicate with them

• What typical errors can there be in the system

• What functionalities have been built in a hurry

• What have you misunderstood and what is typically misunderstood

• How can the system be tested (especially in pair testing!)

© Copyright Knowit Oy 2015 | Confidential 10

Page 11: Exploratory testing Kari Kakkonen KDS2015

WHY EXPLORATORY TESTING? KNOWLEDGE-BASED PERSPECTIVE

• Exploit the natural diversity of people in testing *)

• ”Do not plan for store”

• Systematic variation of testing

• Quick feedback to the designers intensifies learning process *)

• Spread the knowledge of a tester of a special area

*) Reference: Exploratory testing: A multiple case study. Itkonen,

Rautiainen

© Copyright Knowit Oy 2015 | Confidential 11

Page 12: Exploratory testing Kari Kakkonen KDS2015

WHY EXPLORATORY TESTING? TESTERS’ APPROACH

• Want to add more test cases and increase the coverage of the tests *)

• For defining the degree of automation of tests

• Quick overview of the quality *)

• Testing the side effects of changes – scripted testing can end up testing

only the documented features *)

• The problem in regression testing is the selection of test cases, which

requires user experience and understanding of the system

• When the test documentation can not be written in advance *)

*) Reference: Exploratory testing: A multiple case study. Itkonen,

Rautiainen

© Copyright Knowit Oy 2015 | Confidential 12

Page 13: Exploratory testing Kari Kakkonen KDS2015

WHY EXPLORATORY TESTING? MANAGEMENT APPROACH

• Low management costs of test documentation

• Finding out the features of a poorly-documented component

• Optimizing the productivity of testing?

• When the available workload is limited *)

• When you want to train the customer support at the same time

*) Reference: Exploratory testing: A multiple case study. Itkonen,

Rautiainen

© Copyright Knowit Oy 2015 | Confidential 13

Page 14: Exploratory testing Kari Kakkonen KDS2015

How is it done?

© Copyright Knowit Oy 2015 | Confidential 14

Page 15: Exploratory testing Kari Kakkonen KDS2015

Step by step

© Copyright Knowit Oy 2015 | Confidential

Plan

• Test charter

Test session

• Notes

• Bugs

Debriefing

• Dashboard

Page 16: Exploratory testing Kari Kakkonen KDS2015

Exploratory testing in Prague – find a park

• Test

charter

• ”look for

green”

14.11.2015 © Copyright Knowit Oy 2013 | Confidential | Version 1.0 16

Page 17: Exploratory testing Kari Kakkonen KDS2015

Exploratory testing in Prague – find a park

• Test execution log

14.11.2015 © Copyright Knowit Oy 2013 | Confidential | Version 1.0 17

Page 18: Exploratory testing Kari Kakkonen KDS2015

Exploratory testing in Prague – find a park

• Defect report

14.11.2015 © Copyright Knowit Oy 2013 | Confidential | Version 1.0 18

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TEST DESIGN

• Define the testing areas of the test object

• Divide each area to one or more test sessions

• Test charter works as a roadmap per test session

• Define test cases to be documented

• heuristic: less than 10% of all tests

• Write down test ideas and/or high level test cases

© Copyright Knowit Oy 2015 | Confidential 19

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PURPOSE OF TEST CHARTER(S)

• What will be tested?

• What documents are available?

• What kind of errors are being sought?

• Tasks and what test techniques will be used?

• Targets and outputs (for example reports)

Reference: A practioner’s guide to software test design. Copeland

Ref. Exploratory testing: A multiple case study. Itkonen, Rautiainen

© Copyright Knowit Oy 2015 | Confidential 20

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Charter

© Copyright Knowit Oy 2015 | Confidential 21

Area Coverage

and

working

hours

Practice

Documents Result possible

errors

Risks

R1. Customer’s

all selected

items are not

added to order,

Effect: 20

eur/buyer,

probability 5%

R2. Order can

not be

completed after

interruption, 5,

probability: ??

Main page 100%

Path coverage

(direct paths) and

the most common

(80% used) loops

10h

Scripting

with

Functional

Tester-tool

Main page display

description

document, navigation

map (COMING

FROM

DEVELOPMENT)

All pages and

the shopping

cart are

available

Shopping

cart

5h Shopping cart-

UC.doc (use case)

Shopping cart

can be used in

the same way

as a real

shopping cart

The same

product can

not be added

to shopping

cart several

times

Emptying the

shopping cart

causes an

execption

R1

Order ? Order-UC.doc? R2

Page 22: Exploratory testing Kari Kakkonen KDS2015

Charter as an excel

© Copyright Knowit Oy 2015 | Confidential 22

Page 23: Exploratory testing Kari Kakkonen KDS2015

DOCUMENTS SUPPORTING TESTING 1 (2)

• Charter

• List of different testing strategies

• Lists of heuristics

• List of typical errors

• Kaner’s bug taxonomies*) (bug taxonomies are introduced in more

detail in risk-based testing course)

• Legal notices, standards, de facto-standards…

*) Reference: Testing Computer Software. Kaner et al.

© Copyright Knowit Oy 2015 | Confidential 23

Page 24: Exploratory testing Kari Kakkonen KDS2015

DOCUMENTS SUPPORTING TESTING 2 (2)

• Requirements and design documentation of the

system

• Self made description of the system behavior

• User guide *)

• Documents that help to evaluate the conformity

• HICCUP- mnemonics: History, Image, users' Claims, Comparable products,

Users' expectations, Purpose, Product

*) Reference: Exploratory testing: A multiple case study. Itkonen, Rautiainen

© Copyright Knowit Oy 2015 | Confidential 24

Page 25: Exploratory testing Kari Kakkonen KDS2015

Kaner’s bug taxonomies: (Testing computer software, p. 60 – 64)

• User interface errors

• Error handling

• Boundary-related errors

• Calculation errors

• Initial and later states

• Control Flow errors

• Errors in handling or interpreting data

• Race conditions

• Load Conditions

• Hardware

• Source and version control

• Documentation

• Testing errors

© Copyright Knowit Oy 2015 | Confidential 25

Page 26: Exploratory testing Kari Kakkonen KDS2015

PERFORMANCE ATTITUDE - PROFESSIONAL WORKING

• Keep the targets of testing in mind

• You can visit bypaths but only for a moment

• Write down observations and questions about the system

• Report in a disciplined and systematical way

• During the execution, write only the most essential test cases and in

high level

• Test cases can be refined later

© Copyright Knowit Oy 2015 | Confidential 26

Page 27: Exploratory testing Kari Kakkonen KDS2015

TESTS DURING EXECUTION

• Define a test from a question

• Design test on the basis of charter and test

ideas

• A surprising situation may indicate an error:

Utilize the surprise effect!

• ”Backwards thinking”: ”This button saves

the definition text. I wonder what other

ways are there for saving the text?”

© Copyright Knowit Oy 2015 | Confidential 27

Page 28: Exploratory testing Kari Kakkonen KDS2015

NOTE TAKING: TEST EXECUTION LOGS

• Keep a test execution log

• Keep track of the tests carried out

• Main thing is that executed tests are noted

• You may create scripted test cases of some of the tests

• Keep the most important test cases that have been executed, which show

how the testing has been done, e.g. what values have been used

• You may record your execution

• Write down also test notes for test session post-mortem and your own

learning

© Copyright Knowit Oy 2015 | Confidential 28

Page 29: Exploratory testing Kari Kakkonen KDS2015

NOTE TAKING: DEFECT LOGS

• In defect reporting, traceability to the requirements must be

maintained so that coverage can be evaluated

• A well written error log is the best evidence of the existence of a fault

• Report a bug clearly, so that the failure can be repeated

• You may use defect reporting systems

© Copyright Knowit Oy 2015 | Confidential 29

Page 30: Exploratory testing Kari Kakkonen KDS2015

TESTING DASHBOARD AS A TEST REPORT - AN EXAMPLE

© Copyright Knowit Oy 2015 | Confidential 30

Test area Workload Coverage Quality

level/risks

Comment

Main page !Interrupted High,

5h Very high [all

parts + stress

tests etc..]

49: 1435, 36: 1469,

42: 1501

wait for more

pictures of

user interface

Shopping

cart

!Started

High, 2h (reserved

4h)

Low [main parts

to testing] (High)

81: 1425

[probability 9 x

effect 9; error

number. 1425]

Order !Done

6h (reserved 4h) High [all parts]

Feedback !Not done

Low (reserved 1h) Low [main parts

to testing]

Page 31: Exploratory testing Kari Kakkonen KDS2015

MEASURING EXPLORATORY TESTING

• The duration of the session

• The relative change in the number of test cases by the same tester

• Coverage of testing per session

• The number of interruptions (Suspension criteria)

• Number of rejected defects in defect database

• …

• Metrics are the eyeglasses of testing that you need in order to be fully

aware of the situation and potential problems in testing

It is recommended that you choose metrics that are suitable for the

challenges of exploratory testing

© Copyright Knowit Oy 2015 | Confidential 31

Page 32: Exploratory testing Kari Kakkonen KDS2015

Some Tools

• Notetaking: • Screenshots With Annotation

• Video with Annotation

• Intergrated bug reporting

• HP Sprinter

• QA Symphony qTest eXplorer

• Telerik Test Studio Explore

• Bug Magnet

• Notepad++ (pad tools in general)

• Xmind (mindmap tools in general)

• Rapid Reporter

• Pivotal Tracker

• Test charter planning • Task and backlog tools

• Test charter planning

• Trello

• Jira Agile

• HP Agile

• Excel

© Copyright Knowit Oy 2015 | Confidential 32

Page 33: Exploratory testing Kari Kakkonen KDS2015

Who can do it?

© Copyright Knowit Oy 2015 | Confidential 33

Page 34: Exploratory testing Kari Kakkonen KDS2015

WHO TO RECRUIT? THE PROFILE OF AN EXPLORATORY TESTER

• Exploratory testing is particularly well suitable for a person, who…

• likes to take risks

• is not afraid of changes or new things

• is open-minded

• sets challenges and goals to themselves

• is smart and quick in finding test conditions

• ”Pioneer-style”

• Everyone can learn to be an exploratory tester

Reference: Choosing and Managing the Ideal Test Team. Lloyd Roden

© Copyright Knowit Oy 2015 | Confidential 34

Page 35: Exploratory testing Kari Kakkonen KDS2015

EXPLORATORY TESTING REQUIRES LEARNING SKILLS

• Outline the functionality of the system on paper

• Aim at understanding

• Don’t force yourself to remember facts, use documents

• Ask questions about the functionality of the system

• Recognize the items on which you need more information

Reference: Tutkiva oppiminen. Hakkarainen et al.

© Copyright Knowit Oy 2015 | Confidential 35

Page 36: Exploratory testing Kari Kakkonen KDS2015

CONSIDER THE LEARNING STYLES

• When you explore the system functionality, *)

• are you trying the system yourself?

• do you ask a colleague to explain?

• do you create models of the software functionality?

• are you interested in the details or are you trying to understand the overall

picture?

• Some learn by trying, others socially, others by thinking…

*) Reference: Learning Styles and Exploratory Testing. Kaner, Tinkham.

© Copyright Knowit Oy 2015 | Confidential 36

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RELIABLE INFORMATION TO SUPPORT TESTING

• Sources of information: background

documents, own experience, interviews...

• Conceptions are created about the

system and the specifications

• Are the documents reliable?

• What is the "fact"?

• Evaluate the sufficiency of the information sources

Formation of

conception

repor-

ting

design

findings

© Copyright Knowit Oy 2015 | Confidential 37

Page 38: Exploratory testing Kari Kakkonen KDS2015

BE CRITICAL

• Information has inconsistencies and errors

• Exploratory testing is not a substitute for professional documentation

• Find out what data sources the customer considers to be stone carved

definitions of and facts about the software

• Find out what to do if the specifications contradict each other

• Be suspicious! Suspect everything!

© Copyright Knowit Oy 2015 | Confidential 38

Page 39: Exploratory testing Kari Kakkonen KDS2015

IMPROVE YOUR TESTING THINKING SKILLS

• Observe your own testing habits

• Recognize your own ways of thinking

• Learn from misunderstandings and mistakes

• Select the testing techniques according to the situation *)

• Improve your skills to deduce the states of the system *)

Adapted from the reference: Tutkiva oppiminen. Hakkarainen et al.,

*) Reference: Rapid Software Testing. James Bach

© Copyright Knowit Oy 2015 | Confidential 39

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