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# Upload data to ALM

Log in to your ALM server, map ALM and Microsoft Excel data, validate the data, and then upload your data to ALM.

In this topic:

## Log in to ALM

You must log in to your ALM server before mapping, validating, or uploading your data.

To log in to ALM:

1. Click Login. The ALM Login dialog box opens.

   Enter your ALM server and the virtual directory name (http://<ALM server name>[:<port number>]/qcbin), your user name, and your password and click Authenticate.

   Note: To enable access to an ALM server configured with a web server that requires client certificate authentication from the add-in, perform the following steps:

   1. Locate the file ExcelAddIn.dll.config in the Excel add-in installation folder:

      - If the Excel add-in is installed for Only for me, this file is located in `%localappdata%\Programs\Micro Focus\Addins`.
      - If the Excel add-in is installed for Anyone who uses this computer (all users), this file is located in `C:\Program Files\Micro Focus\Addins`.

   1. Open the file, change the value of following key to "Y" (default value is "N"):
      `<add key="CLIENT_CERTIFICATE_REQUIRED" value="Y"/>` and save.

   2. Restart Microsoft Excel.

   For Single-Sign-On users: Enter your ALM server and the virtual directory name (http://<ALM server name>[:<port number>]/qcbin) and click Authenticate.

   You are redirected to your corporate credentials(at a URL belonging to your corporate domain) If your company set up Single-Sign-On with ALM and you already logged in to another application with your corporate credentials, you may be redirected to the ALM application without needing to log in again.

2. Enter your domain and project.

3. To set your proxy settings, click Show Proxy Settings.

   By default, the connection is done via the Internet Explorer proxy settings. To use a different proxy server, click Use a Proxy Server and enter the proxy details and credentials.

4. Click Login.

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## Map data

You can manually map ALM fields to worksheet columns, or the Microsoft Excel Add-in can automatically map them.

To map your data:

1. Select the cells in your Excel worksheet that contain the data that you want to upload. Do not include the column headings row in your selection.

2. Click Mapping. The Field Mapping dialog box opens.

3. Click Open to open the file explorer to search for existing mapping files to use for mapping your Excel data. The file contains the entity type and the field mapping to use.

4. Select the entity type (Requirements, Defects, or Tests) to which you are mapping your data. The ALM fields for the selected entity type appear in the lower left pane. The required fields appear in red in the lower right pane.

   Note: If you select Requirements, you can apply a requirement type to assign to all requirements you are uploading.

5. Map your Excel columns to the ALM fields:

   - Manually. Move the non-required ALM fields to which you want to map from the left pane to the right pane, and then enter the Excel column letter that corresponds to each ALM field.

   - Automatically. Click Auto-map and enter the column headings row number.

     Note: The column headings must exactly match the ALM field names.

6. Unselect Add ALM field label as header to Excel if you do not want to create a header row in Excel.

   Note: If you click Auto-map, you will be prompted to unselect Add ALM field label as header to Excel.

7. Click Save if you want to save your field mapping for future use.

8. Click OK to apply your mapping to your Excel worksheet.

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## Validate data

Once you have mapped your data to the ALM fields, you must check that your data is valid for its mapped field. For example, if the ALM field allows only certain values, your data cannot contain other values.

To validate your data:

1. Select the cells that contain your data and click Validate. Do not include the column headings row in your selection.

   The ALM Microsoft Excel Add-in validates your data against the requirements for each ALM field.

   Any invalid cells are marked in red, and an error message is displayed when you put your cursor on the cell.

2. Correct any invalid cells and click Validate again.

Note: If you subsequently add or modify your data, you can validate again, selecting only the modified or added cells or selecting all the cells. If you do not validate prior to uploading your data, the ALM Microsoft Excel Add-in validates your data before uploading.

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## Upload data

You upload data to ALM from your Excel worksheet.

To upload your data:

1. Click Upload to ALM. The data is uploaded to ALM.

   Note: If you click Upload to ALM without first clicking Validate, the ALM Microsoft Excel Add-in validates your data before uploading. Any invalid cells are marked in red, and an error message is displayed when you put your cursor on the cell. If there are no errors, the data is uploaded to ALM.

2. Refresh the view in ALM. Review the uploaded data and make the necessary additions and adjustments.

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https://admhelp.microfocus.com ALM 8942
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