Export data from Microsoft Word

After formatting your requirement or test plan data, you export the data to OpenText Application Quality Management.

When you export a new or existing requirement or test, it is created with the user name that you use to export it. For example, if you export a requirement with steve as the user name, the requirement’s history shows steve as the user that changed the requirement.

Note: You must have full create and modify permissions for requirements, the test plan tree, design steps, and subject folders.

Version control considerations

When you export data from Microsoft Word to a version control enabled project, consider the following:

  • When you export a new requirement or test, it is created with a checked in status.

  • When you export an existing requirement or test that is checked in, it is automatically checked out during export. A comment is added to the version history specifying that the requirement or test was updated by export from Word.

  • When you export an existing requirement or test that is checked out by you, the data is exported. If the requirement or test is checked out by another user, the export fails and an error message is displayed.

For more information on version control, see Version control.

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Export data

You export data to OpenText Application Quality Management from your Microsoft Word document.

To export data:

  1. Define the requirements or test plans in your document. For more information, see Format requirement data.

  2. Make sure that the Common toolbar is displayed. For more information on displaying the Common toolbar, see Microsoft Word add-in toolbars.

  3. To exclude marked data in your document from being exported, highlight the text area and click the Exclude Region button. A line is drawn through the selected text.

  4. Before you export data, you must download the client. Navigate to the login screen, and the appropriate files are downloaded to your machine. The download is done per server.

  5. Click the Export To ALM button. Type your URL in the format of http://<server name>[:port]/qcbin. Click Next.

    For single sign-on users, enable Add basic auth header mode.

    Note: Add basic authentication header mode is optional, and should only be enabled if you get an invalid server response message.

  6. For Single-Sign-On users: Perform the following steps and then click Next.

    1. If the user discovery page is displayed, add your user name or email address as specified in ALM. Click Submit.
    2. In the IDP page, add your IDP credentials. Click the log in button.
    3. The Export Wizard - Step 3 of 5 dialog box opens. See Step 8.

  7. In the Export Wizard - Step 2 of 5 dialog box, enter your user name and password.

  8. In the Export Wizard - Step 3 of 5 dialog box, select an domain and project.

  9. Click Export.

  10. If an error occurs while exporting the document, the Export Wizard - Scan Error Report dialog box opens.

    Review the errors. To save the errors as a text file, click the Launch Notepad button.

    Click Close to exit the wizard. Correct the errors and start again at step 1.

  11. If the data are exported successfully, the Export Wizard - Step 5 of 5 dialog box opens. Click Finish.

  12. Refresh the view. Review the exported data and make the necessary additions and adjustments.

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