Microfocus Octane

Octane is the exciting new ALM tool from Microfocus which provides full Agile project management; Backlog, Releases, Epics, Features, User Stories, Interactive Storyboards, Test management (Manual tests, Gherkin Tests, Automated Tests) and Defect Management. It also integrates into CI servers, Version Control (Git/GitHub etc.) and can even support Waterfall with Requirements planning!

If you haven’t yet experiences Octane, then do contact us as we can provide demos, licences, customisation & integration services.

Course Overview

This course on Octane provides insights to developers and testers, helping them deliver applications quickly, without sacrificing quality or end-user experience. Students learn how to leverage this streamlined solution to bring continuous quality to lean, Agile, and DevOps-focused teams. Students also learn how to manage quality information throughout the development cycle, from constructing user stories, designing and executing tests, through monitoring defects.


This course can be delivered online, which is live, instructor-led training (VILT), or it can be delivered on-site at your premises (Classroom).

There are two versions of the course depending on whether you hav a professional or enterprise licence.

Enterprise Version – Online, the course is over 4 days, with each day being an online session of approx. 3.5 hours. Classroom, the course is 3 full days.

Pro Version – Online, the course is over 3 days, with each day being an online session of approx. 3.5 hours. Classroom, the course is 2 full days.

We can provide an Octane instance for delegates to use if required.

Our Octane courses are always kept current, so will reflect the latest versions of Octane SasS.

Course Topics

Introduction to ALM Octane

Overview of the Octane interface, brief explanation of the modules within Octane, Terminology

Workspace Setup

Creating Users & Teams, User Roles, creating releases, Agile Methodologies, creating Sprints & Milestones, Workflow, Lanes customisation

Release Management

Configuring Releases, Milestones, Assigning Teams, Creating Release Processes (Enterprise)

Managing the Backlog

Defining Epics & Features, creating User Stories & Quality Stories, Ranking the backlog, Using the Planning Board.

Application Modules

Creating Application Modules

The Team Backlog 

Assigning Features & User Stories to Teams, Assigning User Stories to Individuals.

Breaking User Stories down into Tasks, progressing Stories through the board

Test Creation

Writing manual tests and Gherkin tests, using test data parameters, marking manual tests for automation, creating a Test Sets, assigning tests in test set to individuals.

Test Execution

Test execution. Version Control for Test Cases, Planning Test Execution for later dates

Defect Management

Raising Defects, The Defect Lifecycle, Linking Defects to existing entities

Sprint Retrospectives

Ending a Sprint, assigning unfinished items to other Sprints, Entering Retrospective information


Dashboards & Reporting, creating custom graphs


Differences in Octane between SCRUM & Kanban


Hints, Tips & Tricks for Using Octane


To get prices and to book a course, please contact tom.millichamp@edgewords.co.uk or phone +44 (0)333 939 8884.

For private Octane course online or on-site you can have up to 10 delegates on a course. Every delegate receives a comprehensive workbook.