Install Microsoft Excel add-in

This section describes how to install the OpenText Application Quality Management Microsoft Excel add-in.

Prerequisite:

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

For details about Microsoft Excel support matrix, see Support Matrix.

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

To install the Microsoft Excel add-in:

  1. Close Microsoft Excel.

  2. Uninstall any previous versions of the Microsoft Excel add-in.

  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.

ALM Excel Add-in tab

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

The tab contains the following fields and icons:

UI Element Description
Login Opens the login screen to log in to OpenText Application Quality Management. See Step 1: Log in for details.

Domain

Project

 Select a domain and a project under the domain where your Excel data is exported.
Logout
Logs out of your current session.
Open
Opens the file explorer to search for existing mapping files to use for mapping your Excel data. For details, see Step 2: Map data.
Mapping
Opens the Field Mapping dialog box. For details, see Step 2: Map data.
Validate
Validates your Excel data. For details, see Step 3: Validate data.
Upload to ALM
Uploads your data to the project that you are logged in to.
Help
Opens the help document of this add-in.

Next steps: