How to upload the walkthroughs to PC 11 using Excel Addin.docx

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    Steps to Install Excel Add-in:

    1. Launch the below URL and login with valid credentials as shown:URL:http://pctctldurprd03:8080/qcbin/start_a.jsp

    2. Click on the Help tab and select the Add-ins Page link as shown:

    http://pctctldurprd03:8080/qcbin/start_a.jsphttp://pctctldurprd03:8080/qcbin/start_a.jsphttp://pctctldurprd03:8080/qcbin/start_a.jsphttp://pctctldurprd03:8080/qcbin/start_a.jsp
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    3. Click on the More HP ALM Add-ins as shown:

    4. Select Microsoft Excel Add-in as shown below:

    5. Follow the instructions in the dialog box and install the Add-in on your system.

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    Steps to upload the walkthroughs to PC 11 using Excel Add-in:

    A) Create a walkthrough in excel sheet format with the below fields:

    1) Path=Its the path or the folder name in the Requirements tab of the Performance Centrewhere the steps will be placed after uploading.

    For e.g. here, we are uploading the walkthrough for the CSI_Contracts flow, so we have

    created a folder name CSI_Contracts under the Walkthroughs folder in Requirements tab

    as shown:

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    2) Requirement type: It is the type of requirement which is uploaded. It can be folder,functional, Performance, group etc. depending on the steps to be uploaded. Here, the type

    will be performance as we are carrying out these steps in the walkthrough for creating

    scripts to validate the performance of the application.

    3) Name: This field will contain the step number.4) Author: This field will contain the username or account used to upload the walkthrough.5) Requirement: This field will contain the detail description of the steps to be done in order

    to complete the flow in the walkthrough.

    B) Select the values in all the fields that are to be uploaded to the performance Centre withoutselecting the field names i.e. Path, Requirement type, Name etc. as below:

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    Total number of steps to be uploaded = 78

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    C) Go to the Add-ins tab in the ExcelSheet and click on the Export to HP ALM link.

    D) Enter the HP login URL in the dialog Box that appears as shown:

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    E) Enter the username and password for the account through which the walkthrough needs to beuploaded and click next.

    F) Select the required domain name and project as shown and click next:

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    G) Select the type of data you want to export. Here, it will be requirements as shown below and click next:

    H) Type a new map name as CSI_Walkthroughs which can be used to map all the CSI walkthroughs infuture as shown below and click next:

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    I) Select the Requirement Type Column field and add the column name for the same as shown belowand click next: For e.g. here the column name will be B.

    J) Map the HP ALM fields to the Excel columns as shown below and click OK:

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    K) After all the fields are mapped, click on export:

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    L) Wait while the steps are being loaded in to Performance Centre and click on finish once it is done:

    M) You can now check into the folder in requirements tab of Performance Centre that the walkthroughgets uploaded as shown below: