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:
Close Microsoft Excel.
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.
Download the ALM Microsoft Excel add-in from Marketplace. Follow the on-screen installation instructions.
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.
ALM Upload Add-in tab
After installing the ALM Microsoft Excel add-in, a new tab, ALM Upload Add-in, is added to Excel.
The tab contains the following fields and icons:
|Opens the login screen to log in to ALM. See Log in to ALM for details.
|Select a new domain in ALM to update with your Excel data.
|Select a new project in ALM to update with your Excel data.
|Log out from your current ALM session.
|Opens the file explorer to search for existing mapping files to use for mapping your Excel data. See Map data for details.
|Opens the Field Mapping dialog box. See Map data for details.
|Validates your Excel data. See Validate data for details.
|Upload to ALM
|Uploads your data to the ALM project that you are logged into.
|Opens this document.