How to Import an Excel File into ALM: A Step-by-Step Guide
ALM (Application Lifecycle Management) is a powerful tool used in software development and testing processes. It allows teams to manage their requirements, test cases, defects, and other project-related information in a centralized and organized manner. Importing data from Excel into ALM can be a time-saving and efficient way to populate ALM with existing information. In this article, we will provide a step-by-step guide on how to import an Excel file into ALM.
ALM Add-ins
ALM provides Microsoft Excel Add-ins that allow you to import data from Excel directly into ALM. These add-ins provide a convenient way to map Excel columns to ALM fields and upload the data. By using these add-ins, you can streamline the import process and ensure accurate data transfer.
Downloading the Add-in
To import an Excel file into ALM, you need to download and install the ALM Excel Add-in. This add-in enables the integration between Excel and ALM, allowing you to transfer data seamlessly. The add-in can be downloaded from the ALM website or obtained from your ALM administrator.
Mapping Fields
Before importing the Excel file, you need to map the Excel columns to the corresponding ALM fields. This mapping ensures that the data is correctly transferred and aligned with the ALM structure. The ALM Excel Add-in provides a mapping interface where you can define the mapping rules for each column. Take the time to carefully map the fields to ensure accurate data import.
Validating the Data
After mapping the fields, it is important to validate the data before importing it into ALM. This validation process ensures that the data is in the correct format and meets the requirements of ALM. Validate the data for any inconsistencies, missing values, or formatting errors. Fix any issues before proceeding with the import.
Uploading the Data
Once the data is validated, you can proceed with the import process. Use the ALM Excel Add-in to upload the Excel file into ALM. The add-in will transfer the data according to the mapping you have defined. Follow the prompts and instructions provided by the add-in to complete the import process. Depending on the size and complexity of the data, the import process may take some time.
Verifying the Import
After the import process is complete, it is essential to verify that the data has been successfully imported into ALM. Check the relevant sections in ALM, such as Test Plan, to ensure that the imported data is visible and accessible. Review the imported data for accuracy and completeness. If any issues are identified, investigate and address them promptly to maintain data integrity.
In conclusion, importing an Excel file into ALM can be a straightforward process when following the right steps. By utilizing the ALM Excel Add-in, mapping fields accurately, validating the data, and verifying the import, you can efficiently transfer data from Excel to ALM, saving time and ensuring data integrity. ALM’s integration with Excel provides teams with a seamless way to populate ALM with existing information, enhancing collaboration and productivity in software development and testing projects.
Sources:
- “Import from Excel” – ALM Octane User Guide (https://admhelp.microfocus.com/octane/en/23.4/Online/Content/UserGuide/how_import.htm)
- “Uploading Test Cases to ALM via Excel” – Perficient Blog (https://blogs.perficient.com/2016/12/27/uploading-test-cases-to-alm-via-excel/)
- “How to import Test Parameters from Excel to ALM” – Micro Focus ALM/QC User Discussions (https://community.microfocus.com/adtd/sws-qc/f/itrc-895/182475/how-to-import-test-parameters-from-excel-to-alm)
FAQs
Can I import different types of data from Excel into ALM?
Yes, ALM supports the import of various data types, including requirements, backlog items, defects, tasks, tests, and test suites. You can import multiple types of data in a single import operation by using separate sheets for each type.
What do I need to do before importing an Excel file into ALM?
Before importing the Excel file, you need to download and install the ALM Excel Add-in. This add-in establishes the connection between Excel and ALM, enabling smooth data transfer. You also need to map the Excel columns to the corresponding ALM fields to ensure accurate data alignment.
Can I validate the data before importing it into ALM?
Yes, it is important to validate the data before importing it into ALM. The validation process ensures that the data is in the correct format and meets ALM’s requirements. Check for any inconsistencies, missing values, or formatting errors in the data and resolve them before proceeding with the import.
Can I import large amounts of data into ALM?
Yes, you can import a significant amount of data into ALM. By default, you can import up to 1000 backlog items in a single import. If you have more items to import, you can split them into separate files and import them individually.
How can I verify that the data has been successfully imported into ALM?
After the import process, it is crucial to verify that the data has been successfully imported into ALM. Check the relevant sections in ALM, such as Test Plan or Requirements, to ensure that the imported data is visible and accessible. Review the imported data for accuracy and completeness.
Can I import data from Excel into ALM to migrate from other systems?
The import function in ALM is not intended for migrating data from other systems into ALM. For migration purposes, OpenText offers purpose-made migration tools. It is recommended to contact OpenText support for details and assistance with system migration.
Are there any limitations to importing data from Excel into ALM?
Yes, there are some limitations to consider when importing data from Excel into ALM. Calculated fields and certain system fields, such as Testing tool type, Last runs, Estimated hours, and Code coverage, cannot be imported. It is important to review the documentation and guidelines provided by ALM to ensure a successful import.
Can I download a template file to help prepare my Excel file for import into ALM?
Yes, ALM provides template files that can assist you in preparing your Excel file for import. You can download a template file from ALM, which includes the required formatting and fields for import. The template serves as a guide to help you structure your Excel file correctly before initiating the import process.