Import manual tests and test suites

You can import manual tests and test suites into ALM Octane, from an MS Excel file.

Step 1: Prepare the import file

In an Excel (.xls or .xlsx) file, list the manual tests, test steps, and test suites. You must list Manual tests and test suites in separate tabs.

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

Import file example. A template file is available to help you construct your import file. In the ALM Octane menu, click Import Tests. In the Import dialog box, click View import file example to download the example Excel file.

To prepare the import file:

  1. In the Excel file, create a separate named tab for each item type: manual tests and test suites.

    You only need to create tabs for the item types you want to import.

  2. In Row 1 of the sheet, add a header row for the fields whose values you want to import. See the tables below for a list of possible fields. The mandatory fields required for a successful import are noted.

    Note:  

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

    • Localization: You must use the English field names, even if your UI is in a different language.

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

    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 to find items in Draft status.

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

    By default, you can import up to 1000 backlog items 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 .

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Step 2: Add test steps to your import file

You embed test steps for each test in the same sheet. Add these steps in the rows beneath the row containing the values for the manual test.

Enter each step on a separate row. Ensure that the header row contains these columns in the header row. Values for other columns in the header row should remain empty in these rows.

type A list value. Possible values: test_manual or step.
step_type

A list value. Possible values include Setup, Validation, or Call to.

If you add a Call to step, ensure that you include the test in the manual test import sheet.

step_description

Free text, for the step description.

If this is a Call to step, the value must be the name of the test being called in brackets: <unique id>

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Step 3: Add test suite tests to your import file

Embed tests for each test suite in the same sheet as the test suite. In the rows beneath the row containing the values for the test suite, enter the test details

Enter each test on a separate row. For each test, ensure that the header row contains these columns in the header row. Values for other columns in the header row should remain empty in these rows.

type

Add test for the tests include in the suite.

You must include the test in the current test import.

test_id

The unique ID value from the test to include in the test suite.

You must import this test at the same time as the test suite.

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Step 4: Import tests and test suites

  1. In the ALM Octane menu, click Import Tests.

  2. In the dialog box, click Browse and navigate to the folder with the Excel file.

    When you click Import, ALM Octane performs a validation to check correct formatting of the Excel file and that you have not imported the same file before.

    ALM Octane does not support updating tests and test suites items via import. You can import each Excel file only once.

    When ALM Octane finishes the validation:

    If there are errors

    ALM Octane displays a report of the validation with the sheet and line of the error.

    At the bottom of the error report, click the Export to Excel link to save the error report.

    Fix the errors and try the import again.

    If there are no errors The import begins.
  3. After the import is complete, the items are displayed in the ALM Octane Backlog module or Quality module.

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