Synthetic Monitoring with Cypress using Step UI

This tutorial demonstrates how Cypress automation tests can be turned into full synthetic monitoring using the Step UI.

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Illustration for Synthetic Monitoring with Cypress
Note: If you prefer doing the same as code without using the Step UI, you can follow the tutorial Synthetic Monitoring with Cypress.

Synthetic monitoring, also known as active monitoring, is a method of monitoring your applications by simulating users and directing the path taken through the application. This provides information on the availability and performance of your critical business transactions.

In this short tutorial, we show how Cypress automation tests can be turned into full-fledged synthetic monitoring in just a few minutes, by leveraging the Step platform. At the end of the tutorial you will be able to setup end 2 end synthetic monitoring for a web application such as our e-shop opencart demo application by

  1. Integrating your Cypress test case with Step
  2. Designing and configuring your synthetic monitoring
  3. Visualizing the performance and availability dashboard
  4. Setting up alerting to get notified in case of errors

Prerequisites

  • Access to a Step cluster: Get started quickly by setting up a free SaaS cluster in the Step Portal, or, if preferred, follow the Installation page to configure your own on-premise cluster.
  • (optional) cypress 9: Use npm i cypress@9 or check this guide how to install Cypress on your local machine.

Preparing the sample project

The reusability of your automation artifacts being one of the main advantages of Step, you can directly jump to “2. Create a plan” if you already followed our tutorial for Cypress Load Testing.

1. Get the code

The project is available on GitHub; to clone it using git, run:

  git clone https://github.com/exense/step-samples.git
  

2. (optional) Run tests locally

To run it locally in headed mode using Cypress:

  cd step-samples/keywords/cypress/opencart
cypress run --headed
  

This will open a browser window and run the test case, you can see the automated process setting the stock.

3. Check the source code

Take a moment to look at the sample project code – we tried to keep it as simple and straightforward as possible. You can find it in the sample project folder under: step-samples/keywords/cypress/opencart/cypress, In particular, we recommend to take a look at the code defined in /support/commands.js

4. Package the keywords as a zip-file

In order to import Cypress functionality into STEP, we need to create a single zip file of the opencart folder. This creates a file, named opencart.zip. It is the file that we will import into Step.

Switch to your Step instance

If you have access to an existing Step instance (on-premise or SaaS), as described in the prerequisites, access it and log in.

1. Create the Keyword

In Step, a Plan consists of logical controls and “Keywords” that encapsulate the automation scripts. In its simplest form a Keyword can encapsulate a whole test case or workflow.

To create the Keyword for our test case:

  1. navigate in the menu to Keywords
  2. click on the new keyword button
  3. enter a name for your keyword (i.e. “Place order in Opencart”)
  4. select “Cypress” as Type
  5. in the field Command, enter the Cypress command to be called: “cy.Opencart_PlaceOrder()”
  6. in the field Cypress Project, upload the Zip of our Cypress project created previously
  7. click Save

2. Create a plan

In Step, the plan is used to create automation scenarios; it allows you to design the user paths and to use controls for defining functional tests, performance tests, RPA, or synthetic monitoring. For this tutorial, we will keep the plan simple and use the scheduling of executions to perform synthetic monitoring.

  1. Navigate to Plans
  2. Click + to create a new plan
  3. Enter a name
  4. Select “TestCase” as a Template
  5. Click Save and edit

3. Visual plan editor

The visual plan editor is the main tool in to create and edit plans in Step. We will use this to create the TestCase, so get familiar with the UI explained in this screenshot:

4. Add a keyword to the plan

Our first keyword Opencart Testcase as Keyword used for this tutorial already represents the full user path to buy a product; we will simply add it to our plan and execute it once for validation.

Note: For production monitoring you would create different plans for features to be monitored, this tutorial will showcase this with only one plan.

Synthetic monitoring

Step contains a powerful scheduler module that allows us to execute plans periodically.

1. Setup the synthetic monitoring

To actually perform the synthetic monitoring, we will use the scheduling feature of Step. Simply click the “run” button and schedule the executions with your choice of frequency:

Now that the synthetic monitoring is in place, you will see in the next sections how to monitor the performance and availability of your system, as well as how to create notifications in order to be automatically alerted in case of error.

2. Monitor your scheduled executions

On the Monitoring view you can follow the latest status of your scheduled tasks. You can do this by clicking on the last execution to see the related execution reports, or by clicking on the chart icon to jump to the performance dashboard.

3. Analyze monitoring

On the performance dashboard, you can easily follow the overall performance and success rate of your synthetic monitoring, as well as the detailed statistics for individual user interaction with the monitored system.

4. Notifications for the monitoring

Pre-requisite: You will need to configure your notification gateway (email or webhooks).

While you can actively check the status and performance using the monitoring and dashboard views, for synthetic monitoring it is always recommended to be automatically alerted in case of errors. Setting up alerts for a given plan can be done directly from an execution or from the Notification Subscription menu entry.

Select Alerting → Notifications in the menu and create a new subscription. Select the plan you want to receive notifications about, the event that should trigger them and a Gateway where they should be delivered on.

Here we set up notifications for failed executions in our Synthetic Monitoring plan

Detect slow response times

To realize the full potential of synthetic monitoring, nonfunctional assertion should be added to the plan in order to detect response times above SLA. You can easily do that by adding performance assertions to your plan.

  1. add PerformanceAssert from the Controls tab
  2. type the exact name of the keyword that should be measured
  3. specify “lower than” (default)
  4. select the SLA (3000 is default)
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