Installing the ALM Microsoft Excel Add-in

To upload requirements, test plans, or defects from Microsoft Excel to ALM, you must install the ALM Microsoft Excel Add-in on your client machine.

Before you install the ALM Microsoft Excel Add-in, make sure that Microsoft Excel is installed on your machine.

Note: To install this add-in for all users, you must log in with administrator privileges.

To install the ALM Microsoft Excel Add-in:

  1. Close Microsoft Excel.

  2. Uninstall any previous versions of the ALM Microsoft Excel Add-in. To uninstall, choose Start > Control Panel > Programs > Programs and Features and follow the instructions on your screen.

  3. Download the ALM Microsoft Excel add-in from Marketplace. Follow the on-screen installation instructions.

  4. After you install the Excel Add-in, configure your Microsoft Excel security settings. For more information on configuring Excel security settings, refer to the Microsoft Excel documentation.

Back to top