Install ALM Microsoft Excel add-in

To export 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 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.

Micro Focus ALM Upload Add-in tab

After installing the ALM Microsoft Excel add-in, a new tab, Micro FocusALM Upload Add-in, is added to Excel.

The tab contains the following fields and icons:

Field Description
Login Opens the login screen to log in to ALM. See Log in to ALM for details.
Domain Select a new domain in ALM to update with your Excel data.
Project Select a new project in ALM to update with your Excel data.
Logout
Log out from your current ALM session.
Open
Opens the file explorer to search for existing mapping files to use for mapping your Excel data. See for details.
Mapping
Opens the Field Mapping dialog box. See Map data for details.
Validate
Validates your Excel data. See Validate data for details.
Upload to ALM
Uploads your data to the ALM project that you are logged into.
Help
Opens this document.

Next steps: