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Importing RQM Category

Chidambaram L (23414178) | asked Jan 19 '15, 4:10 a.m.
edited Jan 19 '15, 6:21 a.m.
Following is the screenshot of the RQM Category for Test Cases. There are 9 level of Category like dependent attributes. I have 1700 such combinations. I have them in excel. what is the best way to migrate this Categories into RQM 5.0. Is it possible with Excel Importer or XML import using RQM API (RQMURLUtility).

When I migrated the Test Cases, "Category" tag has these values defined. When importing the Test Cases, the Category values are also imported. But the hierarchy (dependency) is not defined. In the Project Properties --> Test Case Categories, the term "Associated" does not appear in adjacent to the value; this term means that the Value is associated to the Category. How to import the Categories including their dependancy.

kate ogden commented Apr 08 '16, 1:53 p.m. | edited Oct 12 '17, 10:06 a.m.

Does anyone have an excel template & config file for importing categories and values for those categories?

Donald Nong commented Apr 20 '16, 9:10 p.m.

What do you mean? Reshma's answer clearly shows what the Excel file and configuration file look like. You can also find the samples at the location where you install the Excel Importer.

3 answers

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Reshma Ratnani (1.1k1) | answered Jan 19 '15, 6:13 a.m.

You can try using RQMExcelImporter utility for this. Sometimes you can get few errors while exporting the sheet. There is a defect opened for this issue. As a workaround try to export the same sheet second time to the same projectArea, this time export should go successfull.

Attaching screenshots of a sample with its cfg content for 4 levels of categories.

Excel sheet screenshot

config file content screenshot

For more details on using the RQMExcelImporter use the wiki link

Chidambaram L commented Jan 19 '15, 6:26 a.m.

to try out this example, what should be the names of the Categories ?
Cheese, Wine, Red Wine, Dry Wine ?

Reshma Ratnani commented Jan 19 '15, 6:28 a.m.

Yes. These will come as category names.

Chidambaram L commented Jan 19 '15, 8:18 a.m.

If "Cheese" Category is already available in the project, the excel import throws error. It is not available, excel importter tool shows successful.

Looking at the project properties, Category Type "Cheese" is created. But the values mentioned in Column B is not created.

Chidambaram L commented Jan 20 '15, 6:19 a.m.

Help with importing using REST API or OSLC also will help.
BTW, whewre to get the code base for Excel Importer ?

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Donald Nong (14.5k414) | answered May 11 '15, 1:05 a.m.
edited May 11 '15, 1:08 a.m.
The sample provided by Reshma only "creates" the categories and values, but not assigning values to the categories. 

To assign values to categories, the element "valueset" needs to be included in the category presentation. For example, based on the existing sample, we can PUT a category "Wine" as follows.
< ns2:categoryType >
< ns3:identifier ><integration service URL >/resources/Category+Testing/categoryType/Wine</ns3:identifier >
< ns3:title >Wine</ns3:title >
< ns2:scope >TestCase</ns2:scope >
< ns2:required >false</ns2:required >
< ns2:multiSelectable >false</ns2:multiSelectable >
< ns2:dependsOn href="<integration service URL >/resources/Category+Testing/categoryType/Cheese"/ >
< ns2:valueset >
< ns2:key href="<integration service URL >/resources/Category+Testing/category/Red_Leicester"/ >
< ns2:value href="<integration service URL >/resources/Category+Testing/category/Pinot_Noir"/ >
< ns2:value href="<integration service URL >/resources/Category+Testing/category/Shiraz"/ >
</ns2:valueset >
< /ns2:categoryType >
Note: "categoryType" in XML presentation means "category" on Web, while "category" in XML means "value" on Web.

And this should assign the two values "Pinot Noir" and "Shiraz" to the category "Wine" under the "Cheese" value "Red Leicester".

From the QM schema, the "valueset" is defined as
The category valuesets defined based on the category type's parent category (dependsOn). Value sets define the filtered list of category types that are applicable based on the category value selected on the parent category type. Ex. (City dependsOn State). ValueSets would be defined to define the approriate City category values for when a particular State value (the key) is chosen. The key for all the value set's defined must be a category value based on the parent (dependsOn) category type.

renuka vasudevan commented Oct 06 '15, 7:38 a.m. | edited Oct 23 '15, 10:20 p.m.

Hi Chidambaram, were you able to import category values with hierachy using this solution?

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Chidambaram L (23414178) | answered Oct 06 '15, 8:51 a.m.
edited Oct 06 '15, 8:52 a.m.

Hierarchy cannot be established for Category when using RQM Excel Importer or REST API.

Import the Category values using the tools and you have manually map the Hierarchy relationship.

Thiruvenkadam Dhanaraj commented Jan 12 '17, 12:13 a.m. | edited Oct 12 '17, 4:29 p.m.

Hi Chidambaram, Are you able to achieve this multiple sub category creation using RQM Excel Importer?

Chidambaram L commented Jan 12 '17, 2:18 a.m.

You have the answer in my first thread.

Yes. I am able to import. But hierarchy is not set at the time of import.

Thiruvenkadam Dhanaraj commented Jan 12 '17, 2:22 a.m.

Thank you Chidambaram. yes this hierarchy is set only through UI.

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