Uploading files to a requirements project

You can upload files from your file system to a requirements project. After you upload a file, depending on its file type, you can modify it, convert its contents to a rich-text artifact, or extract artifacts from it.

Before you begin

You can upload various types of files, including Microsoft Word documents, Microsoft Excel spreadsheets, image files, comma-separated values (CSV) files, and HTML files. When you start the upload process, you can view the supported file types from a list of MIME types.

About this task

When you first upload a file, the contents of the file are not imported and the file is not changed. The upload process creates a resource artifact that contains the uploaded file. However, after you upload certain types of documents, you can do one of these tasks:
  • Open the file in an external application and optionally lock the artifact that contains the file. When you lock an artifact, it remains locked until you upload a new version of the artifact or you manually unlock it. You might want to lock an artifact so that you can work on a document in offline mode or prevent other users from modifying it. If you have the required permissions, you can also unlock an artifact that someone else locked and upload a new version of it.
  • Convert the contents of the file into a rich text artifact.
  • Extract artifacts from textual elements in the file.
  • If the file is a preview-supported file, you can preview its contents. For a complete list of preview-supported files, see the Jazz.net wiki.
Note: If a processing option is not supported for the file that you are uploading, the option is unavailable. For example, if you upload a PDF file, the option to extract artifacts is unavailable.

Procedure

You can upload artifacts and update uploaded artifacts. You can also upload multiple files at the same time.
  • To upload an artifact, use the Artifacts menu.
  • To update an artifact that was uploaded to the project, on the Artifacts page, right-click the artifact and in the context menu, click Other Actions > Upload a New Version.
  • To upload multiple files at the same time, in the Upload File window, click Add Another File. In Firefox V3.6 or later, you can upload multiple files at the same time by dragging them from the Windows desktop to a list of artifacts, a collection, or a text-based artifact.

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