Send instant messages from ALM
This task describes how to send Microsoft Teams messages to users associated with a specific ALM entity. For example, users working on the same defect, test, or a requirement.
Before sending Teams chat, complete the following configuration tasks.
|In Microsoft Azure App Service||
Complete the following tasks in Microsoft Azure App Service:
For details about creating and configuring applications, refer to the Microsoft Azure App Service documentation.
|In ALM Site Administration||
Complete the following tasks in ALM Site Administration:
|Add URLs in your firewall||
If your organization is secured with a firewall or proxy server, add the following URLs to the allow list to ensure that the ALM client can access the Microsoft Teams resources:
Start Teams chat from an entity form
To start a Microsoft Teams chat from an entity form:
Open the entity form.
Locate the user field where the user you want to chat with is defined.
Click the Microsoft Teams presence indicator on the left side of the user's name.
The indicator is gray and does not reflect the user's real-time Teams status until you sign in to Microsoft Teams with your ALM account's email address. The Teams status is synchronized every 10 seconds.
If this is the first time you are clicking the indicator in the current ALM session, the Microsoft login window opens and prompts you to log in to Microsoft.
The Teams chat window with the user opens, with an automatic message waiting to be sent.
The message includes the entity's link and general information, such as name, ID, and summary.
Known issue: Due to the API changes in Microsoft Teams, the entity's link is displayed in plain text. To open the entity in ALM, do either of the following:
Copy the entity address (enclosed in the parentheses) and paste it into your browser.
Delete the closing parenthesis ")" at the end of the message and manually add a closing parenthesis. The plain text becomes a clickable link.
If you start the Teams chat when creating a new entity, the automatic message is not displayed.
Click the Send button. The message becomes a link that enables the chat participants to open the entity in ALM.
Send other messages to the user.