Import manual tests and test suites

You can import manual tests and test suites into ALM Octane, from an MS Excel file. You can use the import tool to import new tests and to update existing tests.

The import file structure

In an Excel (.xls or .xlsx) file, list the manual tests and test suites. You can import tests and test suites in the same file but on separate sheets.

ALM Octane supports importing Excel sheets from Microsoft Excel versions 2010 and higher.

Import file template. A template file is available to help you construct your import file. Expand Settings and select Import > Tests. In the Import dialog box, click View import file example to download the example Excel file. The template file includes comments on the fields: whether they are required, what values are allowed, and so on.

By default, you can import up to 300 tests in a single import. If you have more, prepare other Excel files to import all the items.

To import more than 300 tests, have your site admin set the IMPORT_TESTS_FUSE configuration parameter to the necessary number. For details, see IMPORT_TESTS_FUSE .

Back to top

Define manual tests and test steps

List the manual tests and test steps you want to import.

To define manual tests and test steps:

  1. In the Excel file, use the manual tests sheet.

  2. In Row 1 of the sheet, enter the names of the fields that you want to import. Refer to the tables below for a list of available fields, or use the template file as a guide.

    Note: The possible values described in the tables below are the default system values. Your ALM Octane workspace may use different values depending on the workspace configuration.

  3. On separate rows, enter field values for each new test you want to import.

  4. Update existing: You can update fields of an existing test. To identify the existing test, specify its ALM Octane ID number in the unique_id column, prefixed by '@. For example: '@9100.

    Enter new values only for the fields that you want to change. All other fields will remain unchanged.

  5. Each entity in ALM Octane has required fields, as determined by the form settings. If you do not enter values for all the required fields, ALM Octane adds that entity in Draft status. After the import, open these items and fill in values for all required fields.

    Tip: Use the Is Draft column in ALM Octane to find items in Draft status.

  6. Add steps. In the rows following a manual test, define steps for the test. See examples in the template file.

    The manual test row should contain values only in the manual test fields. The test step rows should contain values only in the test step fields.

Back to top

Define test suites

List the test suites you want to import.

To define test suites:

  1. In the Excel file, use the test suites sheet.

  2. In Row 1 of the sheet, enter the names of the fields that you want to import. Refer to the tables below for a list of available fields, or use the template file as a guide.

    Note: The possible values described in the tables below are the default system values. Your ALM Octane workspace may use different values depending on the workspace configuration.

  3. On separate rows, enter field values for each new test suite you want to import.

  4. Update existing: You can update fields of an existing test suite. To identify the existing test suite, specify its ALM Octane ID number in the unique_id column, prefixed by '@. For example: '@5100.

    Enter new values only for the fields that you want to change. All other fields will remain unchanged.

  5. Each entity in ALM Octane has required fields, as determined by the form settings. If you do not enter values for all the required fields, ALM Octane adds that entity in Draft status. After the import, open these items and fill in values for all required fields.

    Tip: Use the Is Draft column in ALM Octane to find items in Draft status.

  6. Localization: If your user language is set to another language, use localized values in the Excel sheet.

  7. Include tests. In the rows following a test suite, list the tests that are part of the suite. See examples in the template file.

    Refer to the tests using their unique_id in the manual tests sheet, or their ID in ALM Octane. See the tables below for details.

    The test suite row should contain values only in the test suite fields. The test rows should contain values only in the test fields.

Back to top

Import the file to ALM Octane

For details on how to import the file from Excel, see Import tests and test suites.

Back to top

Next steps: