Install the ALM Microsoft Word add-in

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

Note: To install this add-in for all users, you must log in with administrator privileges. The Word Add-in setup package does not allow the current user to install the add-in if the administrator has already installed the add-in for all users.

To install the ALM Microsoft Word add-in:

  1. Close Microsoft Word.

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

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

  4. Configure your Microsoft Word security settings after you install the Word Add-in. For more information on configuring Word security settings, refer to the Microsoft Word documentation.

  5. Optional: After you install the Word Add-in, you can configure the user group that can access the Word Add-in by specifying the name in the WORD_ADDIN_GROUP site administration parameter. If you do not specify a group for this site parameter, all users can access the Word Add-in.

    For general details on configuring parameters, see Setting ALM Configuration Parameters.

  6. Before you use the Word add-in for the first time on your machine, you must download and register the ALM client.

    To download the ALM client, navigate to the ALM login screen, and the appropriate files are downloaded to your machine.

    To register the ALM client, choose Help > ALM Tools in the ALM main window. Select ALM Client Registration.

Microsoft Word add-in toolbars

After you install the ALM Microsoft Word add-in and enable the macros, the Microsoft Word add-in toolbars are available.

The ALM Microsoft Word Add-in adds the following toolbars:

  • ALM Common toolbar. Contains buttons commonly used when exporting requirements and test plans.

  • ALM Test Plan toolbar. Contains buttons used when formatting test plans.

  • ALM Requirements toolbars. Contain buttons used when formatting requirements.

To display or hide the toolbars:

  1. In your Word document, click the Add-ins tab.

  2. Click the ALM button and select the toolbar you want to display or hide.

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