Process to Export Test Plans from Excel into Quality Center

1. Install and Configure the Microsoft Excel Add-In.
The Microsoft Excel Add-In can be accessed from the main QC login page. Go to qcenter.oit.umn.edu/qcbin/start_a.htm and select the hyperlink for the “Add-ins Page” on the far left.

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doc 2 . select the hyperlink for “More Mercury Quality Center Add-ins” Then select the hyperlink for the Microsoft Excel Add-in: /opt/scribd/conversion/tmp/scratch6274/74419643.From the Add-ins page.

and follow the instructions in Chapter 1 to download. you will see “Export to Quality Center” as an additional option in the Excel Tools menu drop-down: /opt/scribd/conversion/tmp/scratch6274/74419643.Click on the link for the “Mercury Quality Center 8. and configure the Microsoft Excel Add-In: Once the add-in has been installed.doc 3 .2 SP1 Microsoft Excel Add-in Guide”. install.

to facilitate updating the test plan steps: Unhide any hidden columns and complete the additional information needed to load the test plan into Quality Center: Subject (Folder Name).2. /opt/scribd/conversion/tmp/scratch6274/74419643. and Status. Create or modify the Excel spreadsheet. and may be hidden. using a template similar to the following: Some of the columns will only be used in the upload/import into Quality Center.doc 4 . Designer (Owner). Create or modify a test plan spreadsheet in Excel. if you prefer. test name (Manual Test Plan Name).

but if they are. Step Name should be a sequential step label in the QC format: Step 1.500 ID Status should be “Imported”.Note the following: The Subject (Folder Name) should include all folders and subfolders needed to place the test plan correctly into the intended Quality Center folder structure. .doc 5 . separating subfolders with a forward slash (\). the folder / sub-folder names in the Excel spreadsheet must match the QC folder names exactly. • The information in the Test Name column of the spreadsheet is used to create the Test Plan name in Quality Center: /opt/scribd/conversion/tmp/scratch6274/74419643. . - • The information specified in the Subject column of the spreadsheet is used to create or find the correct folder path in Quality Center. The subfolders do ** not ** need to have been created first in Quality Center. Designer should be your x. The Test Name (Manual Test Plan Name) should be the intended test plan name in Quality Center. Step 2 .

b) Choose Tools >Export to Quality Center. a) From the Excel spreadsheet: Select the data to be exported.oit.doc 6 . /opt/scribd/conversion/tmp/scratch6274/74419643. The QC Export Wizard dialog box (Step 1 of 8) opens: Enter http://qcenter.edu/qcbin/ in the dialog box.Map and export the data from the Excel spreadsheet to Quality Center.umn. without the column headings.

doc 7 . d) Click Next. The QC Export Wizard Step 2 of 8 dialog box opens: Select the domain and project name to which the test plan is to be loaded.c) Click Next. The QC Export Wizard Step 3 of 8 dialog box opens: Enter your User Name and Password. /opt/scribd/conversion/tmp/scratch6274/74419643.

doc 8 . The QC Export Wizard Step 4 of 8 dialog box opens: Select the radio button labeled “Tests”. /opt/scribd/conversion/tmp/scratch6274/74419643.e) Click Next. The QC Export Wizard Step 5 of 8 dialog box opens: Enter ”Default Test Plan Mapping” in the new map name field (or select it from the “Select a map” drop-down list). f) Click Next.

You will be prompted to identify the corresponding Microsoft Excel Column: /opt/scribd/conversion/tmp/scratch6274/74419643. typically as follows: Subject Test Name Designer Status Step Name (Design Steps) Description (Design Steps) Expected (Design Steps) Column A Column B Column C Column D Column E Column F Column G NOTE: The QC fields highlighted in red are required. select the QC field on the left and click the “>” pushbutton to move it into the list on the right.g) Click Next.doc 9 . For each field to be populated in Quality Center. The QC Export Wizard Step 6 of 8 dialog box opens: This is the page where you will identify the standard mapping of QC fields to your Excel spreadsheet columns.

The QC Export Wizard Step 7 of 8 dialog box opens. When the upload is completed successfully. with a message that your export has been successfully completed: Click the “Finish” pushbutton and you will be returned to the Excel spreadsheet. the QC Export Wizard Step 8 of 8 dialog box will open.h) Click Next.doc 10 . with a message to please wait while QC is being synchronized. /opt/scribd/conversion/tmp/scratch6274/74419643.

a dialog box will open that displays the error(s): Click the “Launch Notepad” pushbutton to view or copy the entire error message: /opt/scribd/conversion/tmp/scratch6274/74419643.If the test plan upload was not successful.doc 11 .

you may need to refresh your folder list).doc 12 .i) Test plans that have been successfully uploaded will now be accessible in Quality Center (if you are already logged into QC and you have the test plan view open. /opt/scribd/conversion/tmp/scratch6274/74419643.

Populating Requirements.doc 13 . the following data fields can be populated from an Excel Spreadsheet: Requirements Author Description ITG Request ID *Name Path Priority Product Reviewed Type Test Plans Creation date Description Description (Design Steps) Designer Estimated DevTime Execution Status Expected (Design Steps) Status Step Name (Design Steps) *Subject Template *Test Name Type Defects Actual Fix Time Assigned To Closed in Version Description *Detected By Detected in Build *Detected on Date Estimated Fix Time Fixed in Build ITG Request ID ModID PeopleSoft Instance Planned Closing Version Priority *Severity Status Subject *Summary Testing Project • The asterisked fields are required. and Defects in Quality Center from an Excel Spreadsheet Utilizing the Microsoft Excel Add-In for Quality Center. /opt/scribd/conversion/tmp/scratch6274/74419643. Test Plans.

based on your requirements. you can analyze data by generating detailed reports and graphs. Throughout each phase. Develop a release-cycle management plan.The Application Life Cycle Management The application life cycle management process with Quality Center involves the following phases: Specify Releases. Specify Requirements. Create a test plan. Create test sets and perform test runs. /opt/scribd/conversion/tmp/scratch6274/74419643. you can analyze data by generating detailed reports and graphs. Specify Requirements. Create test sets and perform test runs. Execute Tests. Specify Requirements Plan Tests Execute Tests Track Defects Specify Releases Specify Releases. Develop a release-cycle management plan. Create a test plan. based on your requirements.doc 14 . Throughout each phase. Plan Tests. Analyze your application and determine your requirements. Track Defects. Report defects detected in your application and track repair progress. Plan Tests. Report defects detected in your application and track repair progress. Track Defects. Analyze your application and determine your requirements. Execute Tests.

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