Exporting test artifacts to a repository

You can export test artifacts from Microsoft Word or Excel into a Engineering Test Management repository with the IBM® Engineering Test Management Word/Excel Import Utility, otherwise known as RQMExcelWordImporter.

Before you begin

The export utility must be installed as an add-in to Word or Excel. You must create a configuration file that describes the artifact for the export utility. For more information about utility installation and configuration, see the wiki page.

Procedure

  1. In Word or Excel, from the menu bar, click RQM > Export to Repository.
  2. Enter the server information and your user credentials.
  3. From the Project list, select the quality management project. Depending on your credentials, the list might take a long time to be displayed. The projects that are listed are based on your user name and the projects that you participate in.
  4. Specify which document to import:
    • To export only the document that is open in Word or Excel, click Active Document.
    • To specify multiple documents to export, click Other Documents, and then add the documents to export.
  5. In the Artifact Details field, choose a mapping file. This file describes the content of the file to be exported; it is required for the export utility to decipher the contents of the document.
  6. Optional: In version 4.0.1 and later of the export utility, you can link exported test artifacts to requirement artifacts on a Requirements Management (RM) server. To enable linking between test artifacts and requirement artifacts, select the Link to existing RM requirement check box.
  7. Start the export process by clicking Export. The selected artifacts are converted into XML and are sent over an HTTP connection to the Engineering Test Management server.
  8. Optional: If requirement artifacts are being exported, or if you plan to link requirement artifacts to the exported test artifacts, the RM Login Information window opens. To link artifacts, do these steps:
    1. Specify the settings for linking artifacts:
      1. From the Linked RM Project list, select the requirements management project. This list includes projects that are linked to the quality management project.
        Tip: The RM Server field is read-only because the selected requirements management project specifies the server URL.
      2. Enter your user credentials for the RM server.
      3. Click Export. If no linked RM project areas are available, this message is displayed: No RM Projects Linked. No Requirement would be exported. Would you like to continue with partial export?
      4. To cancel the export process, click No. To export artifacts other than requirements, click Yes.
        Important: If you click Yes, no test artifacts are linked to requirement artifacts.

        When you link exported test artifacts to requirement artifacts, the Requirement Links window opens. Test artifacts populate the left column, while requirement artifacts populate the right column. To search for requirement artifacts by ID or text, use the filter in the upper-right corner. To toggle the display of requirements and requirement collections, use the boxes that are below the filter.

    2. Link the artifacts:
      1. To link a test artifact to one or more requirement artifacts, select those artifacts and click Add.
        Restriction: You cannot associate requirements with test plans or requirement collections with test cases.
      2. After the artifacts are associated, when you select a test artifact, the corresponding requirement artifacts are displayed in the Linked RM requirement artifact section.
      3. To remove an associated requirement artifact from a test artifact, in the Linked RM requirement artifact section, select the artifact and then click Remove.

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