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SpiraTest Migration and Integration Guide

1. Test Runs and their associated manual test steps Vv Test Sets and the association with the test cases Defects together with their associated lists of priorities and statuses The coverage relationship between requirements and test cases The linkages between any defects and test runs The first ten 10 user defined fields on each of the above artifact types Vv Vv VV NV Any attachments associated with the requirements test cases test sets or design steps Note Once you have migrated a project into SpiraTest you will have the definitions of incident priorities and statuses from both SpiraTest and QualityCenter this is because QualityCenter doesn t use the same codes as SpiraTest so they will be imported You should go back in to the Administration screen and make all the SpiraTest statuses and priorities inactive 5 Project Backup and Migration This application allows an entire project to be exported to a backup file for archiving and offline storage of Spiraleam projects The base minimum SpiraTeam version required is 3 2 014 and there is some data that is not backed up see the section 5 5 for details Also there are separate versions of the backup and migration tool for SpiraTeam v3 2 and v4 0 and you need to use the appropriate version that matches your installations The migration tool does not support upgrading versions e you need to have the same version of Spiraleam for both the import and export pha
2. Test Set The test set that this test case should be added to Needs to be the ID of the test set e g test set TXO0005 would be entered as just 5 Note that this field always appends so if you want to add a test case to two test sets run the export twice once for each test set Note This field only Exports to Spira and not the other way around TEXT 01 TEXT 10 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PV00005 you would enter just 5 in these boxes MS Excel 2010 Add In Specific Fields Requirement The requirement s that this test case should be mapped to Needs to be a comma separated list of requirement IDs e g requirements RQ00005 and RQ00008 would be entered as just 5 8 Note This field only Exports to Spira and not the other way around Release The release s that this test case should be mapped to Needs to be a comma separated list of release version numbers e g releases 1 1 0 0 and 1 2 0 0 would be entered as 1 1 0 0 1 2 0 0 Note This field only Exports to Spira and not the other way around Test Set The test set s that this test case should be added to Needs to be a comma separated list of test set IDs e g test sets TX00005 and TX00008 would be entered as just 5 8 aa Note Th
3. Qiislsls oOo a 22 O aju onal fi losed Training Item raining EO ee es L Not Reproducible limitation imitation Open Critical o Open Change Request Change Request _ Resoved 3 Medium p Assigned Risk Description ofthe assignedrisk Risk Open New Incident Assigned Enhancement Open Issue O O O Open Change Request Assigned Risk ee Next if you want to import the list of existing Incidents from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing incidents into the sheet These items will all have the Inc column populated so that the system Knows to update them rather than insert them when you subsequently click Export If you want to simply export a list of incidents from a spreadsheet then you need to either enter the incidents into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage incidents previously Then click Export and the new items will be added to your instance of SpiraTeam The various columns that can be imported exported and the rules for entering data are listed below Inc Stores the ID of the incident Should be left blank for new items being added to Spiraleam Incident Name The name of the incident Incident Description The long description of the incident If you want it formatted you need to add HTM
4. then replace it with the second value and click Export Note the columns that are required are listed in bold type 1 3 3 Importing Exporting Test Sets To import export test sets first you need to click on the Test Sets tab in the Excel sheet Test Set Standard Fields Test Set Name Test Set Description Folder Release Status Creator Owner_ Planned Date TEXT 01 Functional Testing o Jo o o oo Y e o ooo faos Module 1 Tests PN in Progressfoooo2 dd 31 2005 Module 2 Tests PN Not Startedf0002 2 28 2005 ftestt Module 3Tests PN Deferred foooo2 f dd 331 2005 Platform Testing Tooo Y S Ooo ooo 312005 Windows Windows XP Vista 7 N f Blocked foooo2 30 2005 Unix Lin BSD MacOS IN Not Staredfoooo2 5 31 2005 ftest3 ftest4 a ee e ee ee eee ee Next if you want to import the list of existing Test Sets from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing test sets into the sheet These items will all have the TX column populated so that the system knows to update them rather than insert them when you subsequently click Export If you want to simply export a list of test sets from a spreadsheet then you need to either enter the test sets into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been usi
5. Then click the lt Install gt button to start the installation process It will confirm if you want to proceed click lt Next gt then wait for it to finish 6 2 Using the MTM Migration Tool Now that you have installed the migration tool you can launch it at any time by going to Start gt Programs gt SpiraTest gt Tools gt MTM Importer This will launch the migration tool application itself a Microsoft Test Manager Importer for Inflectra Spiralest Spira Test Import From MS Test Manager MS Test Manager Configuration Server http vm ts 20e0Atts User Name jestyser MYDOMAIN Project Remember Password Test Plan Import Options Users Test Runs Test Sets The first thing you need to do is to enter the URL for the instance of Microsoft Team Foundation Server TFS that MTM is running on The URL should include the project collection that you want to import the information from typically of the form http server 8080 tfs together with a valid username Windows domain and password Once you have entered this information click the lt Authenticate gt button and the list of possible projects will be populated in the Project dropdown list Select the MTM project that you want to import from and either keep the Test Plan dropdown set to All Test Plans or pick a specific test plan to import You can also at this point choose which optional items will be imported from MTM users test runs attachment
6. Imported gt Requirements Imported ee Test Cases Imported ee Test Sets Imported gt Test Runs Imported ee ncidents Imported During the import process as each of the types of artifact are imported the progress display will change as illustrated above Once the import has finished you will receive a message to that effect and the lt Done gt button will be enabled Clicking this button closed the importer You should now log into SpiraTest using the same user name and password that was used for the import to view the imported project The migration tool will import the following artifacts gt Custom Properties and Custom Lists Users but not their roles and permissions Releases Requirements Automation Hosts Test Cases and their associated manual design steps but not any automated test scripts Test Runs and their associated manual test steps Test Sets and the association with the test cases Defects together with their associated lists of priorities and statuses The coverage relationship between requirements and test cases The linkages between any defects and test runs Y yY VV VV WV WV WV WV VW Any attachments associated with the requirements test cases test sets or design steps Note Once you have migrated a project into SpiraTest you will have the definitions of incident priorities and statuses from both SpiraTest and HP ALM this is because HP ALM doesn t use the same codes as SpiraTest so they wil
7. application under Administration gt Security Use the Test button below to test your default password Default Password test123 Security Question What is 5 x 5 Security Answer 25 You should enter a password click the Test button to make sure it will be accepted by SpiraTeam and then click the Next button This will then display the fourth screen E Spira leam Project Restore Select Import File Select the saved project file containing the exported project that will be imported into the system Input File eB The fourth screen will let you select the PRJ Project file Select the file by clicking on the folder button and the application will verify the integrity of the file before performing the import 5 SpiraTeam Project Restore Ready To Import Clicking Next will start importing the selected file into a new project specified below To make any changes press the Back button Input File Safecom prj Import Project My New Project New User Password test125 Security Question What is 3x 5 Security Answer 25 ot a The last screen will let you verify your settings before starting the import If any changes need to be made click the Back button Once ready to import the project click the Finish button to start the import If any error occurs during import it s not recommended to use the project created in the application although you can log in and view the
8. custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PVO0005 you would enter just 5 in these boxes MS Excel 2010 Add In Specific Fields Release Version The release iteration that this requirement is scheduled for Needs to be the version number of the release e g 1 0 1 1 CUS 01 CUS 30 The thirty 80 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a comma separated list of the numeric IDs of the custom list values e g PV00005 and PV00003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe User enter the ID of the user Boolean Enter either True or False Comment The description of a comment that should be appended to the item If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export
9. data and know how to handle it There are three versions of the template available SpiralmportTemplate xls for the Excel 2003 Add In SpiralmportTemplate xlsx for the Excel 2007 Add In and SpiralmportTemplate2010 xslIx for the Excel 2010 Add In Once you have downloaded the template please double click on it to open it up in MS Excel You will notice that there is an additional toolbar displayed in Excel which is used for importing exporting data to from SpiraTeam If you are using the MS Excel 2007 or 2010 Add In you will see a modified version of the toolbar that makes use of the MS Office Ribbon E Connect Project Sample Applicati Artifac Requirements a TI Options E k lE oe Clear Spiraleam This toolbar allow you to connect to SpiraTeam and perform the import export The process for using this toolbar is described below 1 1 Connecting to SpiralTeam The first thing you need to do is to click on the Connect button to specify the information used to connect to your instance of SpiraTeam S Connect to Server Spiraleam Excel Importer Please enter the information used to access your server Spira URL http localhost Spira Test User Name fredbloggs Password esssesesse OOOO ke Remember Password i n flectra Connect Cancel Please enter the following information into the dialog box o Spira URL Please enter the web address that you use to access Spiraleam in your
10. days that should be subtracted from the MS Excel 2003 2007 Add In Specific Fields TEXT 01 TEXT 10 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PV00005 you would enter just 5 in these boxes MS Excel 2010 Add In Specific Fields CUS 01 CUS 30 The thirty 80 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a comma separated list of the numeric IDs of the custom list values e g PV00005 and PV00003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe User enter the ID of the user Boolean Enter either True or False The description of a comment that should be appended to the item If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the seco
11. in the project You need to enter the ID value of the custom property not the display Type The type of the incident It needs to be one of the values from the dropdown list name E g if you have a custom property with ID PV00005 you E Resolution The description of a resolution comment that should be appended to the incident If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the second value and click Export MS Excel 2007 Add In Specific Fields Detected Release The release that this incident was found in Needs to be the ID of the release e g release RLOO005 would be entered as just 5 Resolved Release The release that this incident is scheduled to be fixed in Needs to be the ID of the release e g release RLOO005 would be entered as just 5 Est Effort The estimated effort associated with the task entered as a whole i l number of minutes Act Effort The actual effort associated with the task entered as a whole _ number of minutes Rem Effort The remaining effort associated with the task entered as a whole number of minutes TEXT 01 TEXT 10 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom pr
12. server name gt SpiraTest The version of the importer being used must be compatible with the version of SpiraTest you re importing into if not you will receive an error message Assuming that the login was successful click the lt Start Import gt button to actually begin the process of importing the various artifacts from QualityCenter into SpiraTest Note that the importer will automatically create a new project in SpiraTest to hold all the artifacts with the same name as that used in QualityCenter rs SpiraTest Importer for QualityCenter amp TestDirector SpiraTest Import From Mercury Quality Center Import Progress gt Users Imported gt Requirements Imported gt gt Test Cases Imported gt Test Steps and Coverage Imported gt Test Runs Imported Incidents Imported During the import process as each of the types of artifact are imported the progress display will change as illustrated above Once the import has finished you will receive a message to that effect and the lt Done gt button will be enabled Clicking this button closed the importer You should now log into SpiraTest using the same user name and password that was used for the import to view the imported project The migration tool will import the following artifacts gt Users but not their roles and permissions Requirements Vv Test Cases and their associated manual design steps but not any automated test scripts v
13. spreadsheet and choose to Import data from SpiraTeam those rows will include the ID of the item in the first column of the spreadsheet You can either update those rows or add new rows in between Any rows that have the ID column populated will be updated in Spiraleam when you choose Export whereas any newly added rows will be inserted in SpiraTeam 1 3 1 Importing Exporting Releases To import export releases first you need to click on the Releases tab in the Excel sheet Release Standard Fields Rel Release Name Q 5 gt 5 2 fa 3 Release Description ersion Number Active Resources pp 0 0 0 0 0 0 001 1 31 2005 0 0 0 002 2 1 2005 2 28 2005 0 0 3 Version 1 0 Initial Release Iteration 1 Iteration 2 l 0 0 0 003 71 2005 731 2005 4 0 0 001 7 0 0 002 b Iteration 3 Version 1 1 Iteration 1 Iteration 2 Version 2 0 Iteration 1 Iteration 2 Minor Update Major Release MIN f o o 0 0 0 001 0 0 0 002 2 0 0 0 003 N Iteration 3 Next if you want to import the list of existing Releases from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing releases into the sheet These items will all have the Rel column populated so that the system knows to update them rather than insert them when you subsequently click Export If you want to simply ex
14. the lt Next gt button accept the software license then click lt Next gt again to choose the folder to install the migration tool to a Spira Quality Center QC Importer Setup Destination Folder Click Next to install to the default folder or dick Change to choose another Install Spira Quality Center QC Importer to C Program Files x86 Inflectra Quality Center Importer Choose the folder to install to and then decide whether the application should be accessible by all users on the workstation or just the current user Then click the lt Install gt button to start the installation process It will confirm if you want to proceed click lt Next gt then wait for it to finish 4 2 Using the HP QualityCenter Migration Tool Now that you have installed the migration tool you can launch it at any time by going to Start gt Programs gt SpiraTest gt Tools gt QualityCenter Importer This will launch the migration tool application itself a SpiraTest Importer for HP QuaktyCenter 9 0 SpiraTest Import From HP Quality Center Quality Center Configuration Sever mp inietrsewDVgecbn SS UserName ES Ss Password SS Authenticate Import Options M Requirements l Test Runs M Defects Attachments M Test Cases M Users Test Sets __ Cancel m gt The first thing you need to do is to enter the URL for the instance of HP QualityCenter that you want to import the information from typically of the form
15. the base path to the spirateam installation and the password to the main Administrator user ID 1 account htt doctor spirateam Login aspx User administrator Password PleaseChange On the first screen enter in the SpiraTeam server URL and the administrator account password The administrator account must be used so make sure that it is an active account Active Yes in the application When clicking the Next button it will verify the server and login information 5 SpiraTeam Project Restore Imported Project Name Enter in the name of the new project to create from the exported project file Project Name My New Project The second screen allows you to enter in a name for the project created You can enter in the name of an existing project but a new project by that name will be created it will not import the project into an existing project The third screen is only present on the SpiraTeam v4 0 version of the migration tool This is because the Spiraleam 4 0 API requires that new user s be created with passwords of specific strength Any user in the project file that is not present in the destination system will be created with the password that you specify 5 Spiraleam Project Restore Imported User Password If any new users have to be imported they need to have a defaul password and security question and answer The new password entered below must meet security requirements in the
16. your document highlight the areas of the document that you wish to import and click the Import button Once you have done this the Add In will scan the selected portions of the document and export the requirements into the system During the export the Add In uses the following rules for dealing with the content o The text that matches the selected style will be loaded as the Name field of the requirement o Any text located between the selected styles will be loaded into the Description field of the requirement The Add In will attempt to match the formatted used in the Word document However because of some differences between MS Word and HTML it may not be exact o Any embedded images will be added to the requirement as a file Attachment with an embedded image tag added to Description field 2 4 Exporting Test Cases into Spiraleam To export test cases and their test steps first you need to open up the MS Word document that contains the test cases to be exported Then you need to click on the Style Mappings icon to display the style mapping configuration dialog box EJ Update Style Mappings Update Style Mappings The following Word styles will be recognized by the importer Requirements Test Cases Folder Name Heading a o r Test Name Heading2 0 Test Stepa Use Tables Use Styles Description Column Expected Result Column2 Sample Data Column S inflectra Update Cancel This dialog bo
17. 2007 and 2010 Add Ins you can change how the import export works by clicking on the Options icon This brings up the Options dialog box a Import Export Options Import Export Options F Remove Formatting from Rich Text Descriptions Update Cancel When you import artifacts from SpiraTeam into MS Excel if they have a formatted description by default all the HTML tags that are used to describe the formatting will be loaded into the Excel cell This is useful if you plan on making changes and then updating SpiraTeam since it will preserve the formatting However if you want to be able to more easily read the descriptions in Excel and do not plan on updating Spiraleam you can select the option to Remove the Formatting which will convert the descriptions to plain text before loading them into Excel 2 Importing from Microsoft Word The web based interface of SpiraTeam is ideal for creating and managing requirements test cases and incidents for a new project However often an organization will often have existing requirements documentation and test case templates in Microsoft Word format that need to get easily migrated into SpiraTeam To simplify this task SpiraTeam comes with a Microsoft Word Add In that can export requirements and test cases from a populated Word document into SpiraTeam Note that this guide refers to SpiraTeam but the Word Add In can be used with SpiraTest and SpiraPlan as well The only difference i
18. L tags such as lt b gt for bold The status of the incident It needs to be one of the values from the eee lant o TOPe To ba ono of the valias om O Priority The priority of the incident It needs to be one of the values from the D e Severity The severity of the incident It needs to be one of the values from Saey mearga o eoa pe one ot Me valies tom Detector The user that found the incident Needs to be the ID of the user e g user US00005 would be entered as just 5 If left blank it will oe default to the user logged in through the Add In Owner The user that the incident should be assigned to Needs to be the ID of the user e g user USO0005 would be entered as just 5 Detected Date The date that the incident was found If this field is not populated Peseta hecurentdsts wusedinsead o S C TOt PORAIRA Closed Date The date that the incident was closed Do not enter a value in this meee felditthe meiden ie notin aciosea stama oaen Complete The completion percentage of the incident Detected Release The release that this incident was found in Needs to be the ID of the release e g release RLOO005 would be entered as just 5 Resolved Release The release that this incident is scheduled to be fixed in Needs to be the ID of the release e g release RL00005 would be entered as just 5 TEXT 01 TEXT 10 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available
19. Tool Now that you have installed the migration tool you can launch it at any time by going to Start gt Programs gt Inflectra gt SpiraTest gt Tools gt HP ALM Importer This will launch the migration tool application itself a SpiraTest Importer for HP ALM OC 11 0 SpiraTest Import From HP QCIALM 11 0 HF ALM Configuration server http localhost 8080 gcbin User Name Jalex_alm Password a Authenticate Doman DEFAULT Project DemoProject O I Remember Password Import Options M Requirements W Test Runs IY Defects Attachments IY Test Cases W Users GH eiea Cancel Next gt The first thing you need to do is to enter the URL for the instance of HP ALM that you want to import the information from typically of the form http lt server name gt qcbin together with a valid username and password Once you have entered this information click the lt Authenticate gt button and the list of possible domains and projects will be populated Select the HP ALM domain and project that you want to import from and click the lt Login gt button Assuming that the user name selected has permission to access this project you will be prompted with a message box indicating that the login was successful Now choose the types of artifact you want to import and then click the lt Next gt button to move to the next page in the import wizard a SpiraTest Importer for HP ALM QC 11 0 SpiraTest Import Fr
20. aTeam that have at least one task under them will be added as summary tasks in the MS Project plan Their indentation in the project plan will match the requirements indentation in SpiraTeam o Any Tasks in SpiraTeam will be added as tasks in the MS Project plan The tasks will be nested directly under their parent requirement s equivalent task in MS Project o Any Requirements in SpiraTeam that have no tasks under them will be added as zero effort milestone tasks in the MS Project plan Their indentation in the project plan will match the requirements indentation in SpiraTeam 3 3 2 Exporting to SpiraTeam The Add In will export the tasks in the MS Project file into SpiraTeam based on the following rules o Any summary tasks or top level tasks in the MS Project file will be treated as Requirements when being exported to SpiraTeam o Any non summary tasks that have zero effort milestones that are not originally Releases Iterations will be treated as Requirements when being exported to SpiraTeam o Any non summary tasks that are NOT at the top level will be treated as Tasks when being exported to SpiraTeam They will be attached to the requirement that is their parent task in MS Project o The export function does not update any of the Release Iteration items They need to be updated in SpiralTeam Be careful when you indent outdent a task in MS Project If you take a non summary item which would be represented by a Task in Spira
21. added to Description field o Any tables located between the selected styles will be treated as the Test Steps belonging to the previous test case The fields for the Test Steps will be populated based on the index of the column o Any text located in the table cells into the appropriate field of the Test Step The Add In will attempt to match the formatted used in the Word document However because of some differences between MS Word and HTML it may not be exact o The first row of the table is assumed to be a header row so if you are seeing the first step of your document being omitted it means that you need to add a header rows 2 5 Error Reporting If there is an error during the import of either requirements or test cases the error message will be stored in a text file called Spira_WordlImport log that can be found on the desktop of the user running the import 3 Importing from Microsoft Project The web based interface of SpiraTeam is ideal for creating and managing requirements releases iterations and tasks for a new project However when migrating requirements and tasks from an existing project it is useful to be able to load in an existing project plan in batch and have Spiraleam be able to interpret the data To simplify this task SpiraTeam comes with a Microsoft Project Add In that can export requirements releases and tasks from a populated MS Project plan into SpiraTeam In addition the Add In allows you to imp
22. ailable in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PV00005 you would enter just 5 in these boxes MS Excel 2010 Add In Specific Fields Release Version The release iteration that this test set is scheduled for Needs to be the a version number of the release e g 1 0 1 1 CUS 01 CUS 30 The thirty 80 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a comma separated list of the numeric IDs of the custom list values e g PV00005 and PV00003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe User enter the ID of the user Boolean Enter either True or False Comment The description of a comment that should be appended to the item If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the second value and click Export Note the columns that are required are listed in
23. ase refer to the separate SpiraTeam Requirements Management Integration Guide This guide assumes that the reader is familiar with both SpiraTeam and the appropriate tool being discussed For information regarding how to use SpiraTeam please refer to the Spiraleam User Manual Each of the sections covers a different tool so we recommend using the table of contents on the left to locate the tool you re looking to either integrate or migrate from then read the installation and usage instructions 1 Importing from Microsoft Excel The web based interface of SpiraTeam is ideal for creating and managing requirements test cases and incidents for a new project However when migrating requirements test cases test steps and incidents for an existing project from another system or Microsoft Office document e g Excel it is useful to be able to load in a batch of artifacts rather than having to manually enter them one at a time To simplify this task SpiraTeam comes with a Microsoft Excel Add In that can export requirements test cases test steps and incidents from a populated Excel sheet into SpiraTeam In addition the Add In allows you to import those same artifacts back into the Excel sheet to make batch updates which can then be used to update the master copies on the server Note that this guide refers to SpiraTeam but the Excel Add In can be used with SpiraTest and SpiraPlan as well The only difference is that some of
24. bold type 1 3 4 Importing Exporting Test Cases To import export test cases first you need to click on the Test Cases tab in the Excel sheet Test Case Data Test Step Data Test _ Test Case Name Test Case Description Priority Owner _ Requirement Release Test Set _Type Step Test Step Description _ Expected Result TestFoldert PO OLDER TestFolder11 Folder Description 4 1 OLDER PP _ Test Case 1 1a Test Case Description 1 2 High J TrestCase OP pp estStep Click here What we expect ff TestStep Type in there E TestStep _ Make something happen it should happen ee e TestCasettb 3 Medium TrestCase fp estStep Clickhere What we expect ff TestStep Type in there a a aaa TestStep Make something happen___ It should happen TestCaseta 3 Medium ET TrestCase PP Test Folder 1 2 po Medium Pe Next if you want to import the list of existing Test Cases from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing test cases into the sheet These items will all have the Test and Step columns populated so that the system knows to update them rather than insert them when you subsequently click Export If you want to simply export a list of test cases from a spreadsheet then you need to either enter the test cases including any test steps into this specially f
25. browser This is usually of the form http lt hostname gt SpiraTeam Make sure that you remove any suffixes from the address e g Default aspx o User Name Please enter the username that you use for logging in to SpiraTeam o Password Please enter the password that you use for logging in to SpiraTeam o Remember Password If you are using this Add In on a private computer you can check this option to have the system remember your credentials locally Please do not use this option on a public computer and it will compromise the security of your SpiraTeam installation Once you have entered the necessary information please click Connect to authenticate with the server If the login information is invalid you will see an error message appear otherwise you will be connected and the list of projects and artifacts will be populated If you want to end your session you should just click the Disconnect button and the Add In will close your connection 1 2 Choosing the Project and Artifact Once you have successfully connected to SpiraTeam you should now choose the appropriate Project and Artifact in the system that you will be importing exporting Disconnect Project Library Information System Artifact Requirements T See E Connect Project Sample Applicati 3 Disconnect Artifac Requirements Jat Options pt Import fe Export 3 Clear Spiraleam The artifact choice will match the name of the Excel sheet in the tem
26. data that was imported 5 4 Project Transfer Selecting the Transfer button will start the transfer wizard which contains screens from both the Import and Export wizards above The first two screens will let you select the SpiraTeam application to pull the project from following the same information as the first two screens in the Export wizard The next three screens will ask for the new SpiraTeam application to create the project in and the default password for any new users that need to be created These three screens follow the first three screens of the Import wizard above Note that the application will try to determine if you re trying to re import the project into the same server and advise that copying the project in the SpiraTeam UI is a better choice The final screen will provide a summary of the chosen settings Once you click Next the transfer process will start 5 SpiraTeam Project Bac Ready To Transfer Clicking Next will start the export process and once that is finished the Import process will begin If you wish to make any changes click Back or if you wish to return to the main menu click Cancel Input Server hittp localhost Spira Input Project Library Information System PR 1 Export Server hittp 192 168 0 120 Spira Export Project Library Information System Once transfer starts the entire project will be unloaded into a temporary directory on the compute
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28. e currently selected data in the document and use it to add new items in SpiraTeam o Style Mappings This button allows you to change the parameters used by the Add In when scanning the Word document to know where each requirement test case and test step beings and ends The parameters selection varies by the type of information being exported and will be discussed in the relevant artifact section below 2 3 Exporting Requirements into SpiraTeam To export requirements first you need to open up the MS Word document that contains the requirements to be exported Then you need to click on the Style Mappings icon to display the style mapping configuration dialog box i Update Style Mappings Update Style Mappings The following Word styles will be recognized by the importer Requirements Test Cases Indent Level 1 Heading amp IndentLevel2 Heading2 a o IndentLevel Heading3 s IndentLevel4 Heading4 o IndentLevel Heading4 si o inflectra This dialog box allows you to tell the Add In which styles are being used in the document to describe each level of Requirements in the hierarchy When you run the Export the Add In will examine each paragraph in the document and any item that matches one of these styles will be considered the start of a new requirement and its indentation level will be based on the appropriate style Once you have verified that the styles match those used in
29. eS a o _ Plan spirafeam spiraPian wm ay spiratest wee SpiraTeam Migration and Integration Guide Inflectra Corporation Date December 11th 2015 inflectraZ Contents Introduction ccccecececcececececcecececeeees 1 1 Importing from Microsoft Excel 2 Importing from Microsoft Word 18 Importing from Microsoft Project 23 Migrating from HP QualityCenter 27 Project Backup and Migration 31 Migrating from MS Test Manager 38 Migrating from HP ALM 0 41 Introduction SpiralTeam is an integrated Application Lifecycle Management ALM system that manages your project s requirements releases test cases issues and tasks in one unified environment SpiraTeam contains all of the features provided by SpiraTest our highly acclaimed test management system and SpiraPlan our agile project management solution With integrated customizable dashboards of key project information SpiraTeam allows you to take control of your entire project lifecycle and synchronize the hitherto separate worlds of development and testing This guide outlines how to migrate data to from other tools into SpiraTeam For information on integrating with other bug issue tracking systems please refer to the separate SpiraTeam External Bug Tracking Integration Guide For information on integrating Spiraleam with third party requirements management tools ple
30. for MTM onto a workstation so that you can then migrate whole projects from MTM into SpiraTest or SpiraTeam It assumes that you already have a working installation of SpiraTest v4 0 or later If you have an earlier version of SpiraTest you will need to upgrade to at least v4 0 before trying to migrate projects The Windows installation package can be downloaded from the Add Ons amp Downloads section of the Inflectra website Once you have obtained the Windows Installer package simply double click on the package to begin the installation wizard which should display the following welcome page is Spira Microsoft Test Manager MTM Importer Setup Welcome to the Spira Microsoft Test Manager MTM Importer Setup Wizard The Setup Wizard will install Spira Microsoft Test Manager MTM Importer on your computer Click Next to continue or Cancel to exit the Setup Wizard Click the lt Next gt button accept the software license then click lt Next gt again to choose the folder to install the migration tool to 38 Spira Microsoft Test Manager MTM Importer Setu Destination Folder Click Next to install to the default folder or cick Change to choose another Install Spira Microsoft Test Manager MIM Importer to C Program Files x86 Inflectra Microsoft Test Manager Importer Choose the folder to install to and then decide whether the application should be accessible by all users on the workstation or just the current user
31. fort associated with the task entered as a whole MS Excel 2003 Add In Specific Fields Complete The completion percentage of the task Release The release iteration that this task is scheduled for Needs to be the ID of the release iteration e g release RLO0005 would be entered as just 5 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PVO0005 you would enter just 5 in these boxes MS Excel 2007 Add In Specific Fields Rem Effort The remaining effort associated with the task entered as a whole a number of minutes Release The release iteration that this task is scheduled for Needs to be the ID of the release iteration e g release RLO0005 would be entered as just 5 TEXT 01 TEXT 10 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties available in the project You need to enter the ID value of the custom property not the display name E g if you have a custom property with ID PVO0005 you would enter just 5 in these boxes MS Excel 2010 Add In Specific Fields Rem Effort The remaining effort associated with the task entered as a whole a number of minutes Release Version The release iteration that this task is scheduled for Needs t
32. http lt server name gt qcbin together with a valid username and password Note that the importer has only been tested against version 9 0 of Quality Center or later It may not work correctly against previous versions Once you have entered this information click the lt Authenticate gt button and the list of possible domains and projects will be populated Select the QualityCenter domain and project that you want to import from and click the lt Login gt button a SpiraTest Importer for HP QualtyCenter 9 0 SpiraTest Import From HP Quality Center Quality Center Configurabon Sever htp inflectraswr 1 8080 gebin User Name aie ge Password Le Domain DEFAULT o Import Options M Requirements Test Runs M Test Cases E Users Test Sets Assuming that the user name selected has permission to access this project you will be prompted with a message box indicating that the login was successful Now choose the types of artifact you want to import and then click the lt Next gt button to move to the next page in the import wizard SpiraTest Importer for HP Quality Center 9 0 SpiraTest Import From HP Quality Center Spira Tesi Configuration SpiraTest URL hep inflectraswrl1 Spire Test This page allows you to enter the URL user name and password that you want to use to access the instance of SpiraTest that you want to import to and click lt Login gt Typically the URL is of the form http lt
33. irements previously Then click Export and the new items will be added to your instance of SpiralTeam The various columns that can be imported and the rules for entering data are listed below Req Stores the ID of the requirement Should be left blank for new items being added to Spiraleam Requirement Name The name of the requirement This field supports indentation so you need to use Excel s ability to Indent text fields to indicate how the items in the requirement hierarchy are organized Requirement Description The long description of the requirement If you want it formatted you need to add HTML tags such as lt b gt for bold Importance The importance priority of the requirement It needs to be one of the values from the dropdown list Status The importance priority of the requirement It needs to be one of the values from the dropdown list If this is not specified the requirement will default to the Requested status Author The user that should listed as the requirement s author Needs to be the ID of the user e g user US00005 would be entered as just 5 Owner The user that should listed as the requirement s owner Needs to be the ID of the user e g user US00005 would be entered as just 5 MS Excel 2003 2007 Add In Specific Fields Release The release that this requirement is scheduled for Needs to be the ID of the release e g release RLOO005 would be entered as just 5 TEXT 01 TEXT 10 The ten 10
34. is field only Exports to Spira and not the other way around CUS 01 CUS 30 The thirty 80 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a comma separated list of the numeric IDs of the custom list values e g PV00005 and PV00003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe User enter the ID of the user Boolean Enter either True or False Note the columns that are required are listed in bold type 1 3 5 Importing Exporting Incidents To import export incidents first you need to click on the Incidents tab in the Excel sheet Incident Standard Fields Status Priority Severity Detected Release Resolved Release D N Oo S y Not Reproducible 1 Critical 2 Highn w Assigned Enhancement Description of the assigned enhancement Enhancement 3 Medium OoOo D ncident Name Incident Description ipti q Description of the open issue 3 Medium 4 Low Ooo S E eer ipti q i Description of the new incident ixed Bug Description of the fixed bu ident ont N
35. l be imported You should go back in to the Administration screen and make all the standard SpiraTest statuses and priorities inactive and then create a new incident workflow using the imported HP ALM statuses Legal Notices This publication is provided as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability fitness for a particular purpose or non infringement This publication could include technical inaccuracies or typographical errors Changes are periodically added to the information contained herein these changes will be incorporated in new editions of the publication Inflectra Corporation may make improvements and or changes in the product s and or program s and or service s described in this publication at any time The sections in this guide that discuss internet web security are provided as suggestions and guidelines Internet security is constantly evolving field and our suggestions are no substitute for an up to date understanding of the vulnerabilities inherent in deploying internet or web applications and Inflectra cannot be held liable for any losses due to breaches of security compromise of data or other cyber attacks that may result from following our recommendations SpiraTest SpiraPlan SpiraTeam and Inflectra are registered trademarks of Inflectra Corporation in the United States of America and other countries Microsoft Win
36. l sheet Custom Lists amp Values Next if you want to import the list of existing custom list values from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing custom list values into the sheet These items will all have the Value column populated so that the system knows to update them rather than insert them when you subsequenily click Export lf you want to simply export a list of custom list values from a spreadsheet then you need to either enter the custom list ID and value name into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage the values previously Then click Export and the new items will be added to your instance of SpiraTeam The various columns that can be imported and the rules for entering data are listed below Value stores the ID of the custom list value Should be left blank for new NSE tamstengaddedtoSprateam o a os C OK OTON Custom List The ID of the custom list that the value is being added to with the CL prefix removed For example custom list CL00005 would be entered as just 5 Custom Value Name The name of the custom value that you are inserting updating in istom Yamo Nam Spat Note the columns that are required are listed in bold type 1 4 Changing the Import Export Options In the MS Excel
37. leam and make it a summary item by adding child tasks when you next run Export it will get added as a new Requirement in Spiraleam with the child tasks added as Tasks The old task will still remain in SpiraTeam and will need to be manually removed 4 Migrating from HP QualityCenter This section outlines how to use the included Migration Tool for importing Requirements Test Cases Test Runs and Incidents from HP QualityCenter formerly known as Mercury TestDirector 4 1 Installing the QualityCenter Migration Tool This section outlines how to install the migration tool for QualityCenter onto a workstation so that you can then migrate whole projects from QualityCenter to SpiraTest It assumes that you already have a working installation of SpiraTest v3 0 or later If you have an earlier version of SpiraTest you will need to upgrade to at least v3 0 before trying to migrate projects The Windows installation package can be downloaded from the Add Ons amp Downloads section of the Inflectra website Once you have obtained the Windows Installer package simply double click on the package to begin the installation wizard which should display the following welcome page e Spira Quality Center QC Importer Setup Welcome to the Spira Quality Center QC Importer Setup Wizard The Setup Wizard will install Spira Quality Center OC Importer on your computer Click Next to continue or Cancel to exit the Setup Wizard Click
38. left blank for new test steps being added to a test case Test Step Description The description of the test step This should contain the description of the actions that the tester needs to take If you want it formatted you need to add HTML tags such as lt b gt for bold Expected Result The expected result of the test step This should contain the description of what the tester should see if the step succeeds If you want it formatted you need to add HTML tags such as lt b gt for bold Sample Data The sample date for the test step This should contain any sample data that the tester can use when testing the step If you want it formatted you need to add HTML tags such as lt b gt for bold MS Excel 2003 2007 Add In Specific Fields Requirement The requirement that this test case should be mapped to Needs to be the ID of the requirement e g requirement RQ00005 would be entered as just 5 Note that this field always appends so if you want to add a test case to two requirements run the export twice once for each requirement Note This field only Exports to Spira and not the other way around Release The release that this test case should be mapped to Needs to be the ID of the release e g release RLOO005 would be entered as just 5 Note that this field always appends so if you want to add a test case to two releases run the export twice once for each release Note This field only Exports to Spira and not the other way around
39. ma separated list of the numeric IDs of the custom list values e g PVO0005 and PV00003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 e Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe e User enter the ID of the user e Boolean Enter either True or False Comment The description of a comment that should be appended to the incident If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the second value and click Export Note the columns that are required are listed in bold type 1 3 6 Importing Exporting Tasks To import export tasks first you need to click on the Tasks tab in the Excel sheet ask Standard Fields Task Status Priority Requirement Release Owner __ Start Date New Task2 C CC d IMS Prvgress 2 High_ ooon s CHOSE ae aan Next if you want to import the list of existing Tasks from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing tasks into the sheet These items will all have the Inc colum
40. n populated so that the system knows to update them rather than insert them when you subsequently click Export If you want to simply export a list of tasks from a spreadsheet then you need to either enter the tasks into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage tasks previously Then click Export and the new items will be added to your instance of SpiraTeam The various columns that can be imported and the rules for entering data are listed below Task Stores the ID of the task Should be left blank for new items being added to SpiraTeam Task Description The long description of the task If you want it formatted you need to add HTML tags such as lt b gt for bold The status of the task It needs to be one of the values from the dropdown list Priority The priority of the task It needs to be one of the values from the dropdown list Requirement The requirement that this task should be associated with Needs to be the ID of the requirement e g requirement RQ00005 would be entered as just 5 Owner The user that the task should be assigned to Needs to be the ID of the user e g user US00005 would be entered as just 5 The date that work on the task is scheduled to start The date that work on the task is scheduled to end Est Effort The estimated effort associated with the task entered as a whole number of minutes Act Effort The actual ef
41. nd thing you may want to download is the SampleProjectFile mpp MS Project plan This project file contains a fully populated project plan and is a good sample to test the import export before using a real project plan Once you have downloaded the project file please double click on it to open it up in MS Project You will notice that there is an additional toolbar displayed in MS Project which is used for importing exporting data to from SpiraTeam If you are using the MS Project 2010 Add In you will see a modified version of the toolbar that makes use of the MS Office Ribbon E Connect ect amp 5 pi rafe am This toolbar allow you to connect to SpiraTeam and perform the import export The process for using this toolbar is described below 3 1 Connecting to Spiraleam The first thing you need to do is to click on the Connect button to specify the information used to connect to your instance of SpiraTeam G Co ni nect to germer SpiraTeam MS Project Importer Please enter the information used to access your server Spira URL http localhost SpiraTest User Name fredbloggs Password SECC CRREE iw Remember Password in flectra Connect Cancel Please enter the following information into the dialog box o Spira URL Please enter the web address that you use to access Spiraleam in your browser This is usually of the form http lt hostname gt SpiraTeam Make sure that
42. nd value and click Export Comment Note the columns that are required are listed in bold type 1 3 2 Importing Exporting Requirements To import export requirements first you need to click on the Requirements tab in the Excel sheet Requirements Standard Fields e est Root Item M N ee A Rees a PEE Test Child Child Description Cd Critical Requested d o _Test Child Child Description ff Critical Requested test ftest2 Oooo S S Test Root Item pf High Planned Test Chid Medium Planned f o e o Test Chid 0B Medium Planned f d d e Test Child Medium fn Progress tests test TestChid Medium in Progress Sooo d o TestChid ow in Progress e o E E TT Test Child 4 Low Completed o o o T a eT a a A ee Se ee ET Next if you want to import the list of existing Requirements from SpiraTeam you should click on the Clear icon to first remove the sample information from the spreadsheet then click Import to load the list of existing requirements into the sheet These items will all have the Req column populated so that the system knows to update them rather than insert them when you subsequently click Export If you want to simply export a list of requirements from a spreadsheet then you need to either enter the requirements into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage requ
43. nect to the server using the Add In Connect icon select the project and Test Runs then click on the Test Runs in the spreadsheet Test Case Information Test Case Name _ s Step _ Test OOo O Now you should click on the Import button and the Add In will load the list of Test Cases and in the case of the MS Office 2007 2010 Add Ins any Test Sets as well that are currently assigned to you together with open cells marked in green that you can use to record the actual results of S Test Case Information Step Information Test _ TestCase Name _ Step ep tio E o E A T E TT T E AAAA a7 o 19Userlogs into application User taken to main merfLogin librarian PajNotRun o o o S fF 2A o 2fUserclicks link to create book__ User taken to first screen in wizard NotRun o o J 3 Userenters books name and auth User taken to next scre Macbeth Wiliam NotRun Ci 2 4 Userchooses book s genre and sUser sees screen displ Play Tragedy NotRun o i S 2 SlUserclicks submit button Confirmation screen is displayed NotRun o S 3 Ability to edit existing book __ o ooo o T Notun i i 16 17 User opens up browser and entergThe browser loads the http AwwwlibraryinfNotRun o S a7 dfUserlogs in to application User taken to main mejLogin librarian Pa Not Run o o S 3 21 User clicks link to view existing bdList of active books in system displayed NotRun o oo o o y y 3 22 Userclicks on link to edit a s
44. ng to manage test sets previously Then click Export and the new items will be added to your instance of SpiralTeam The various columns that can be imported and the rules for entering data are listed below TX Stores the ID of the test set Should be left blank for new items being added to Spiraleam Test Set Name The name of the test set This field supports indentation so you need to use Excel s ability to Indent text fields to indicate how the items in the test set hierarchy are organized Test Set Description The long description of the test set If you want it formatted you need to add HTML tags such as lt b gt for bold fe Whether this item is a folder or not Should be set to either Y N The status of the test set It needs to be one of the values from the dropdown list Creator The user that should listed as the test set s creator Needs to be the ID of the user e g user USO0005 would be entered as just 5 Owner The user that should listed as the test set s owner Needs to be the ID of the user e g user USO0005 would be entered as just 5 Planned Date The date that the test set needs to be completed by MS Excel 2003 2007 Add In Specific Fields Release The release that this test set is scheduled for Needs to be the ID of the release e g release RLOO005 would be entered as just 5 The ten 10 custom text properties available in the project LIST 01 LIST 10 The ten 10 drop down list properties av
45. o be the a version number of the release e g 1 0 1 1 CUS 01 CUS 30 The thirty 30 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a comma separated list of the numeric IDs of the custom list values e g PV00005 and PVO0003 would be entered as just 5 3 Text enter the text include HTML tags if rich text Decimal enter the number e g 1 0 Integer enter the number e g 2 Date enter the number in the current local time format e g m d yyyy for the US d m yyyy for Europe User enter the ID of the user Boolean Enter either True or False Comment The description of a comment that should be appended to the task If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the second value and click Export Note the columns that are required are listed in bold type 1 3 8 Execute Test Cases Offline As well as being able to import export data you can also use the import spreadsheet to execute test cases while disconnected from your network and then upload the results to SpiraTeam as a single batch To do this when connected to the network con
46. o export into a file The project will be saved to a ZIP file selected in the next page and will not be removed from the system On the third screen select the location and name of the file you wish to export the project to If the file already exists it will be overwritten 5 Spiraleam Project Backup Select Output File Select the name and output of the file you want to export the project to If the file already exists it will be overwritten Save Project To C Temp MyProject1 pr The next screen is the verification screen make sure you wish to start the export and then click the Next button Once started you cannot cancel or change any options To change an option click the Back button at any time before starting the process to go back a screen Ready To Export You are now ready to begin exporting the project into the selected file Depending on the size of the project this could take up to 30 minutes If you want to change any settings click Back and make changes as necessary Otherwise click the Next button to start the export Once finished your output file will be created You can store and backup the file as you need 5 3 Project Import To import a project file into a new project in SpiraTeam select the Import button on the main screen This will start the Import wizard E Spiraleam Project Restore Spira Information Enter in the server name port if any
47. om HP GC ALM 11 0 Spiral est Configuration spiraTest JAL http localhost SpiraT eam User Name administrator M Remember Password Login Import Options New User Password This is the password for imported users Please Change is the default Back Start import This page allows you to enter the URL user name and password that you want to use to access the instance of SpiraTest that you want to import to and click lt Login gt Typically the URL is of the form http lt server name gt SpiraTest The version of the importer being used must be compatible with the version of SpiraTest you re importing into if not you will receive an error message In addition you need to enter the default password for all users that the importer will create in SpiraTest You need to make sure that this password meets the minimum complexity requirements of your SpiraTest installation or the import will fail with an error message indicating the password is not allowed Assuming that the login was successful click the lt Start Import gt button to actually begin the process of importing the various artifacts from HP ALM into SpiraTest Note that the importer will automatically create a new project in SpiraTest to hold all the artifacts with the same name as that used in HP ALM ch a SpiraTest Import From HP OC ALM 11 0 SpiraTest Import From HP QCIALM 11 0 Import Progress gt Users Imported gt Releases
48. operty not the display name E g if you have a custom property with ID PV00005 you would enter just 5 in these boxes Resolution The description of a resolution comment that should be appended to the incident If you want it formatted you need to add HTML tags such as lt b gt for bold Note that this field always appends so if you want to add two comments just enter the first value and click Export then replace it with the second value and click Export MS Excel 2010 Add In Specific Fields eeses sSSSS Excel 2010 Add In MS Excel 2010 Add In Specific Fields eeses sSSSS Fields Detected Release The release iteration that this incident was found in Needs to be noe the version number of the release e g 1 0 1 1 Resolved Release The release iteration that this is planned to be fixed in Needs to be the version number of the release e g 1 0 1 1 Est Effort The estimated effort associated with the task entered as a whole number of minutes Act Effort The actual effort associated with the task entered as a whole i number of minutes Rem Effort The remaining effort associated with the task entered as a whole number of minutes CUS 01 CUS 30 The thirty 30 custom fields defined in the project The value entered depends on the type of custom property e List provide the numeric ID of the custom list value e g PV00005 would be entered as just 5 MultiList provide a com
49. ormatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage test cases previously Then click Export and the new items will be added to your instance of SpiraTeam The various columns that can be imported and the rules for entering data are listed below Test Stores the ID of the test case Should be left blank for new items et begangen Sprateam o o OTON TOS Test Case Name The name of the test case This field supports indentation so you need to use Excel s ability to Indent text fields to indicate how the items in the test case hierarchy are organized Test Case Description The long description of the test case If you want it formatted you need to add HTML tags such as lt b gt for bold Priority The priority of the test case It needs to be one of the values from pen Thedopdownitt o o e peona orme vaes tom Owner The user that should listed as the test case s owner Needs to be the ID of the user e g user USO0005 would be entered as just 5 Type This is used to tell the Add In what type of row this is You should enter FOLDER if this row is a test folder TestCase if it is a test case and gt TestStep if it is a test step belonging to a test case These values should be selected from the dropdown list Note You should make sure that test step rows are located directly underneath the test case they are a part of Step Stores the ID of the test step Should be
50. ort those same artifacts back into the MS Project plan to make batch updates which can then be used to update the master copies on the server Note that this guide refers to SpiraTeam but the MS Project Add In can be used with SpiraPlan as well 3 1 Installing the Microsoft Project Add In The first thing you need to do is to go to the Add Ons and Downloads page of the Inflectra Website it can be found in the SpiraPlan or SpiraTeam sections and download the MS Office Add Ins installation package There are separate packages for the following versions of MS Office gt MS Office 2003 Add Ins these are compatible with Microsoft Office 2003 and 2007 They can connect to SpiraTeam v2 3 or later They also require Microsoft NET 3 5 gt MS Office 2007 Add Ins these are compatible with Microsoft Office 2007 and 2010 They can connect to SpiraTeam v3 0 or later They also require Microsoft NET 4 0 gt MS Office 2010 Add Ins these are compatible with Microsoft Office 2010 and 2013 They can connect to SpiraTeam v4 0 or later They also require Microsoft NET 4 0 This installation package will install the add ins for Microsoft Excel Word and Project at the same time If you don t have the correct version of Microsoft NET installed or some of the necessary prerequisites you will be given the opportunity to install them when you first run the installation package Once you have the MS Project Add In installed the seco
51. pecif Usertaken to edit book details screen NotRun o o o o o y y Ooo G G G G You can now disconnect from the network and perform the testing activities offline Enter the following entries into the spreadsheet Status The execution status of that test step It should be selected drop the dropdown list The allowed values are Failed Passed Blocked Caution Actual Result The long description of the actual result experienced during testing If you want it formatted you need to add HTML tags such as lt b gt for bold Incident Name lf you want to log an incident associated with the test failure enter the name of the incident here The description of the incident will be pre populated with the Test Step Description Expected Result and Actual Result Once you have finished testing and are connected back on the network just click on the Connect icon to have the Add In connect with the SpiraTeam server choose the project name and Test Runs and then click Export The test results will now be uploaded to the server Note If you are using the MS Excel 2007 2010 Add Ins you will also see the Test Set ID Release ID and TX TC ID Test Set Test Case unique ID You can manually set a Release ID on test cases that were not part of a test set 1 3 9 Importing Custom Property List Values To import export custom property values for list custom properties first you need to click on the Custom Values tab in the Exce
52. piraTeam Also the documents make good templates if you re looking for a way to standardize the import of requirements and test cases There are two versions of the document available SampleWordDocument doc for Word 2003 and SampleWordDocument docx for Word 2007 and later Once you have downloaded the template please double click on it to open it up in MS Word You will notice that there is an additional toolbar displayed in Word which is used for exporting requirements and test cases to SpiraTeam If you are using the MS Word 2007 or 2010 Add In you will see a modified version of the toolbar that makes use of the MS Office Ribbon ee Style Mappings re Export Spiraleam This toolbar allow you to connect to SpiraTeam and perform the export The process for using this toolbar is described below 2 1 Connecting to SpiraTeam The first thing you need to do is to click on the Connect button to specify the information used to connect to your instance of SpiraTeam 5 Connect to Server Spiraleam Word Importer Please enter the information used to access your server Spira URL http flocalhost Spira Test User Name fredbloggs Password See eC RES iw Remember Password in flectra Connect Cancel Please enter the following information into the dialog box o Spira URL Please enter the web address that you use to access SpiraTeam in your browser This is usually of the form http l
53. plate so if you are going to be importing exporting Requirements you should choose Requirements from the dropdown list and then click on the Requirements tab inside the Excel import template Once you have selected the project and artifact there are three buttons that you can now use o Import Clicking this button will retrieve the data from the SpiraTeam server and use that to populate the spreadsheet o Export Clicking this button will take the data in the spreadsheet and use it to add update items in SpiralTeam o Clear This button allows you to quickly clear the data in the import template while leaving all the necessary headings and other information that the Add In needs to be able to import export data o Options Only in MS Excel 2007 2010 Add Inx This button allows you to change some of the import export options 1 3 Importing Exporting Data The Excel Add In is capable of either importing data from SpiraTeam into the Excel template or exporting data from the Excel template to Spiraleam However it is important to understand how the system knows whether to add new items to SpiraTeam or whether to update existing items o Ifyou start with a blank import spreadsheet and enter items into it they will not have a value set on their ID column in the spreadsheet this is always the first column in each sheet When you perform an Export it will add these as new items in Spiraleam o Ifyou start with a blank import
54. port a list of releases from a spreadsheet then you need to either enter the releases into this specially formatted spreadsheet or cut and paste them in from another existing Excel sheet that you ve been using to manage releases previously Then click Export and the new items will be added to your instance of SpiraTeam The various columns that can be imported and the rules for entering data are listed below Rel Stores the ID of the release Should be left blank for new items being added to SpiraTeam The name of the release This field supports indentation so you need Release Name to use Excel s ability to Indent text fields to indicate how the items in the release hierarchy are organized Release Description The long description of the release If you want it formatted you need to add HTML tags such as lt b gt for bold Version Number The version number for the release acts as the short name Active Whether this release is active or not Should be set to either Y N Whether this release is an Iteration or not Should be set to either Y N Creator The user that should listed as the release s creator Needs to be the ID of the user e g user US00005 would be entered as just 5 Start Date The date that work on the release is scheduled to start End Date The date that work on the release is scheduled to end Resources The number of people resources that are scheduled to work on the Non Wk Days The number of non working
55. r running the application and then the project will be imported into the new system 5 5 Data Transferred Data SpiraTeam v3 2 Exported Imported Incidents E N Requirements Tasks Releases Test Cases Test Sets Test Runs Custom Properties Custom Lists Document Files NANNANANANANANRA AN Document Folders Document Types NANNNANANANANKRRARAR AN Comments Resolutions E Datasync Mappings Automation Hosts Automation Engines Project Roles Project Users The table on the left shows what data is backed up and restored Future versions of the Migration tool and SpiraTeam may support exporting and importing more data The exported project file may be large since the binary data of all the attachments are downloaded and contained within the file Once an export is completed the migration tool will not delete the project from the system you must still do that through the UI Any changes in the project will not automatically be updated in the export file you must re run the export Notes Users imported back into v3 2 will be marked Active even if they were originally inactive 6 Migrating from MS Test Manager This section outlines how to use the free Migration Tool for importing users test plans test suites test cases and test runs from Microsoft Test Manager MTM 2010 or later 6 1 Installing the MTM Migration Tool This section outlines how to install the migration tool
56. s or test sets test cases are always imported Once you have chosen the project and or test plan click the lt Next gt button to go to the SpiraTest configuration screen a Microsoft Test Manager Importer for Inflectra SpiraTest Spira Test Import From M Test Manager Spira Test Configuration Spira Test URL htto vm win2008 SpiraTeam iF cs a UserName administrator Password Remember Password This page allows you to enter the URL user name and password that you want to use to access the instance of SpiraTest that you want to import to and click lt Login gt Typically the URL is of the form http lt server name gt SpiraTest The version of the importer being used must be compatible with the version of SpiraTest you re importing into if not you will receive an error message Assuming that the login was successful click the lt Start Import gt button to actually begin the process of importing the various artifacts from MTM into SpiraTest Note that the importer will automatically create a new project in SpiraTest to hold all the artifacts with the same name as that used in MTM 3 a Microsoft Test Manager Importer for Inflectra SpiraT est Spira Test Import From MS Test Manager Import Progress gt Users Imported Releases Imported gt Test Cases Imported gt Tesi Sets Imported gt Test Runs Imported gt Incidents Imported During the import process as each of the types of artifac
57. s that the Test Case import functionality will not be applicable for SpiraPlan users 2 1 Installing the Microsoft Word Add In The first thing you need to do is to go to the Add Ons and Downloads page of the Inflectra Website it can be found in the SpiraTest SpiraPlan or SpiraTeam sections and download the MS Office Add Ins installation package There are separate packages for the following versions of MS Office gt MS Office 2003 Add Ins these are compatible with Microsoft Office 2003 and 2007 They can connect to SpiraTeam v2 3 or later They also require Microsoft NET 3 5 gt MS Office 2007 Add Ins these are compatible with Microsoft Office 2007 and 2010 They can connect to SpiraTeam v3 0 or later They also require Microsoft NET 4 0 gt MS Office 2010 Add Ins these are compatible with Microsoft Office 2010 and 2013 They can connect to SpiraTeam v4 0 or later They also require Microsoft NET 4 0 This installation package will install the add ins for Microsoft Excel Word and Project at the same time If you don t have the correct version of Microsoft NET installed or some of the necessary prerequisites you will be given the opportunity to install them when you first run the installation package Once you have the Word Add In installed the second thing you ll need to download is the SampleWordDocument document This sample document contains some example requirements and test cases that be exported into S
58. se If you have two different versions of SpiraTeam you must first upgrade the older installation to the same version as the newer one 5 1 Main Screen When running the application you will see the main screen which gives you three main options Export Import and Transfer Export a project into a PRJ file from an existing Spira installation Import Import a project file into Spira from a PR project file Transfer Directly transfer a project from one Spira installation into another installation 5 2 Project Export Clicking the Export button will start the Export wizard allowing you to save the project to a file B SpiraTeam Project Backup p x Spira Information Enter in the server name port if any the base path to the spirateam installation and the password to the main Administrator user ID 1 account httg doctor SpiraTeam Login aspx User administrator Password PleaseChangd On the first screen enter in the SpiraTeam server URL and the administrator account password The administrator account must be used so make sure that it is an active account Active Yes in the application When clicking the Next button it will verify the server and login information The second screen gives you the selection of the project to export Select the project and then click the Next button 5 SpiraTeam Project Backup Select Project Select the project you want t
59. t are imported the progress display will change as illustrated above Once the import has finished you will receive a message to that effect and the lt Done gt button will be enabled Clicking this button closed the importer You should now log into SpiraTest using the same user name and password that was used for the import to view the imported project The migration tool will import the following artifacts gt Users but not their roles and permissions Test Plans and their associated Test Suites Test Cases and their associated steps including any shared test steps Test Runs and their associated test results Test Sets and the association with the test cases v VV v y Any attachments associated with the requirements test cases test sets or design steps 7 Migrating from HP ALM This section outlines how to use the included Migration Tool for importing Releases Hosts Requirements Test Cases Test Runs and Incidents from HP ALM formerly known as HP Quality Center 7 1 Installing the HP ALM Migration Tool This section outlines how to install the migration tool for HP ALM onto a workstation so that you can then migrate whole projects from HP ALM to either SpiraTest or SpiraTeam hereafter referred to as SpiraTest It assumes that you already have a working installation of SpiraTest v4 0 or later and a working version of HP ALM 11 5 or later If you have an earlier version of SpiraTest you will need to upgrade to at least
60. t hostname gt SpiraTeam Make sure that you remove any suffixes from the address e g Default aspx o User Name Please enter the username that you use for logging in to SpiraTeam o Password Please enter the password that you use for logging in to SpiraTeam o Remember Password If you are using this Add In on a private computer you can check this option to have the system remember your credentials locally Please do not use this option on a public computer and it will compromise the security of your SpiraTeam installation Once you have entered the necessary information please click Connect to authenticate with the server If the login information is invalid you will see an error message appear otherwise you will be connected and the list of projects and artifacts will be populated If you want to end your session you should just click the Disconnect button and the Add In will close your connection 2 2 Choosing the Project and Artifact Once you have successfully connected to SpiraTeam you should now choose the appropriate Project and Artifact in the system that you will be importing exporting Disconnect Project Sample Application Two Artifact Requirements r n E Connect Project Sample Applicati 2e Disconnect Artifact Requirements Style Mappings rel Export Spiraleam Once you have selected the project and artifact there are two buttons that you can now use o Export Clicking this button will take th
61. the artifact tyoes may not be available in SpiraPlan T est 1 1 Installing the Microsoft Excel Add In The first thing you need to do is to go to the Add Ons and Downloads page of the Inflectra Website it can be found in the SpiraTest SpiraPlan or SpiraTeam sections and download the MS Office Add Ins installation package There are separate packages for the following versions of MS Office gt MS Office 2003 Add Ins these are compatible with Microsoft Office 2003 and 2007 They can connect to SpiraTeam v2 3 or later They also require Microsoft NET 3 5 gt MS Office 2007 Add Ins these are compatible with Microsoft Office 2007 and 2010 They can connect to SpiraTeam v3 0 or later They also require Microsoft NET 4 0 gt MS Office 2010 Add Ins these are compatible with Microsoft Office 2010 and 2013 They can connect to SpiraTeam v4 0 or later They also require Microsoft NET 4 0 This installation package will install the add ins for Microsoft Excel Word and Project at the same time If you don t have the correct version of Microsoft NET installed or some of the necessary prerequisites you will be given the opportunity to install them when you first run the installation package Once you have the Excel Add In installed the second thing you ll need to download is the SpiralmportTemplate Excel Sheet This spreadsheet contains the necessary pre formatted columns that are needed for the Add In to easily recognize the
62. this button will take the data in the currently opened MS Project file and use it to add update items in SpiraTeam o Clear This button allows you to quickly clear the data in the current Project file so that you can import a clean version from the server 3 3 Importing Exporting Data The MS Project Add In is capable of either importing data from SpiraTeam into the project file or exporting data from the project file to SpiralTeam However it is important to understand how the system knows whether to add new items to SpiraTeam or whether to update existing items o If you start with a blank MS Project file and enter tasks into it they will not have a value set on their Text1 custom field When you perform an Export it will add these as new items in SpiraT eam o Ifyou start with a blank import MS Project file and choose to Import data from SpiraTeam those tasks imported will include the ID of the item in SpiraTeam as their Text1 custom field You can either update those tasks or add new tasks in between Any tasks that have the Texti custom property populated will be updated in Spiraleam when you choose Export whereas any newly added tasks will be inserted in SpiraTeam 3 3 1 Importing from SpiraTeam The Add In will import the tasks from SpiraTeam into the MS Project file based on the following rules o Any Releases Iterations in SpiraTeam will be added as zero effort milestone tasks in the MS Project plan o Any Requirements in Spir
63. v4 0 before trying to migrate projects If you are using HP QualityCenter 10 0 or older please refer to the migration tool for this version in section 4 of this document The Windows installation package can be downloaded from the Add Ons amp Downloads section of the Inflectra website Once you have obtained the Windows Installer package simply double click on the package to begin the installation wizard which should display the following welcome page 38 Spira HP ALM QC 11x Importer Setup Welcome to the Spira HP ALM QC 11 x Importer Setup Wizard The Setup Wizard will install Spira HP ALM QC 11 Importer on your computer Click Next to continue or Cancel to exit the Setup Wizard inflectra o Click the lt Next gt button accept the software license then click lt Next gt again to choose the folder to install the migration tool to te Spira HP ALM OQC 11x Importer Setup Destination Folder Click Next to install to the default folder or dick Change to choose another Install Spira HP ALM QC 11 x Importer to C Program Files x86 Inflectra HP ALM Importer Choose the folder to install to and then decide whether the application should be accessible by all users on the workstation or just the current user Then click the lt Install gt button to start the installation process It will confirm if you want to proceed click lt Next gt then wait for it to finish 7 2 Using the HP QualityCenter Migration
64. x allows you to tell the Add In which styles are being used in the document to denote the name of the Test Folder and the name of the Test Case For the test steps the Add In currently requires that they be organized in tables with each column in the table being used consistently to describe one of the three Test Step fields For the import to work correct your tables need to have at least three 3 columns so that it can map them correctly You can use the same column multiple times e g the contents of column 2 would be imported into both the expected result and sample data Once you have verified that the styles and table columns match those used in your document highlight the areas of the document that you wish to import and click the Import button Once you have done this the Add In will scan the selected portions of the document and export the test cases and test steps into the system During the export the Add In uses the following rules for dealing with the content o The text that matches the selected style will be loaded as the Name field of the Test Folder or Test Case o Any text located between the selected styles will be loaded into the Description field of the Test Case The Add In will attempt to match the formatted used in the Word document However because of some differences between MS Word and HTML it may not be exact o Any embedded images will be added to the Test Case as a file Attachment with an embedded image tag
65. you remove any suffixes from the address e g Default aspx o User Name Please enter the username that you use for logging in to SpiraTeam o Password Please enter the password that you use for logging in to SpiraTeam o Remember Password If you are using this Add In on a private computer you can check this option to have the system remember your credentials locally Please do not use this option on a public computer and it will compromise the security of your SpiraTeam installation Once you have entered the necessary information please click Connect to authenticate with the server If the login information is invalid you will see an error message appear otherwise you will be connected and the list of projects and artifacts will be populated If you want to end your session you should just click the Disconnect button and the Add In will close your connection 3 2 Choosing the Project Once you have successfully connected to SpiraTeam you should now choose the appropriate Project in the system that you will be importing exporting to from Disconnect Project Sample Application Two t ar amp E Connect Project Sample Applicati 4 Disconnect pt Import fe Export 3 Clear Spiraleam Once you have selected the project there are three buttons that you can now use o Import Clicking this button will retrieve the data from the SpiraTeam server and use that to populate the MS Project file o Export Clicking

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