HP ALM Microsoft Excel Add-in Guide

28 Pages·2011·0.38 MB·English

HP Application Lifecycle Management
Software Version: 11.00
Microsoft Excel Add-in Guide
Document Release Date: February 2011
Software Release Date: October 2010
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Welcome to This Guide
Welcome to the HPApplication Lifecycle Management (ALM) Microsoft
Excel Add-in, which enables you to export requirements, tests, and defects
from Microsoft Excel directly to ALM.
This guide explains how to use Microsoft Excel with ALM. For additional
information on using ALM, refer to the HPApplication Lifecycle Management
User Guide.
How This Guide is Organized
This guide contains the following chapters:
Chapter 1 Installing the HPALM Microsoft Excel Add-in
Describes how to install the Microsoft Excel Add-in.
Chapter 2 Formatting Data
Describes how to format requirement, test plan, or defect data in a Microsoft
Excel worksheet.
Chapter 3 Exporting Data to ALM
Describes how to export the Microsoft Excel worksheet to ALM.
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Welcome to This Guide
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Table of Contents
Welcome to This Guide.........................................................................5
How This Guide is Organized................................................................5
Chapter 1: Installing the HPALM Microsoft Excel Add-in...................9
Installing the HPALM Microsoft Excel Add-in.....................................9
Additional Step after Upgrading Microsoft Excel...............................12
Chapter 2: Formatting Data................................................................13
Guidelines for Formatting...................................................................13
Formatting Requirements....................................................................16
Formatting Tests..................................................................................18
Formatting Defects..............................................................................19
Chapter 3: Exporting Data to ALM ....................................................21
Considerations for Exporting Data to ALM........................................21
Version Control Considerations.........................................................22
Exporting Data to ALM.......................................................................22
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Table of Contents
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1
Installing the HP ALM Microsoft Excel
Add-in
To export requirements, test plans, or defects from Microsoft Excel to ALM,
you must install the HPALM Microsoft Excel Add-in on your client
machine.
This chapter includes:
➤ Installing the HPALM Microsoft Excel Add-in onpage9
➤ Additional Step after Upgrading Microsoft Excel onpage12
Installing the HP ALMMicrosoft Excel Add-in

Before you install the HPALM Microsoft Excel Add-in, make sure that
Microsoft Excel is installed on your machine.
Notes
➤ To install this add-in, you must log in with administrator privileges.
➤ To work with this add-in, you must run the HPALM Client Registration
add-in on the client machine. The add-in is available from the HP
Application Lifecycle Management Add-ins page. From the main ALM
window, select Help > Add-ins Page.
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Chapter 1 • Installing the HPALM Microsoft Excel Add-in
To install the HPALM Microsoft Excel Add-in:
1 Close Microsoft Excel.
2 Uninstall any previous versions of the HPALM Microsoft Excel Add-in.
a In the list of currently installed programs from Microsoft’s Control
Panel > Add/Remove Programs, look up either TestDirector Microsoft
Excel Add-in, Quality Center Microsoft Excel Add-in, or HPALM
Microsoft Excel Add-in.
b For each of the Office<ver> directories located in the Microsoft Office
installation directory (referred to below as <MS Office Install
Directory>), do the following:
➤ Navigate to the <MS Office Install Directory>\Office<ver>\XLStart
directory.
➤ Remove the TDExcelAddin.xla file and the TDAddin folder, if they
exist.
Notes:
➤ The Microsoft Office installation directory is usually located in
C:\Program Files\Microsoft Office.
➤ Depending on your version of Microsoft Office, Office<ver> might be
Office, Office10, Office11, and so on.
c Restart the computer.
3 If you are logged in to ALM or Site Administration, select Help > Add-ins
page. Proceed to step6 on page11.
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