Continued from part 1..
How to export data from MS Word to Mercury Quality Center Part2
Example: Requirements on the Same Hierarchical Level
To define requirements on the same hierarchical level in the requirements
tree, use the Close Requirement button to place the Close Requirement
mark directly after each requirement. This causes a requirement to be placed
on the same level as the preceding requirement.
When the document contains paragraphs, insert a line after the last line of
the requirement and mark it with the Close Requirement mark:
When the document contains a table, add a column to the end of the table,
and insert the Close Requirement mark for each requirement:
After you export the requirements to Quality Center, the requirements are
displayed on the same hierarchical level, under the root requirement.
Example: Requirements on Different Hierarchical Levels
You can define a requirement to be a child requirement of the preceding
requirement. Use the Close Requirement button to place the Close
Requirement mark for the parent requirement after all its child
requirements.
For example, to define Req_2 as a child of Req_1, and Req_3 and Req_4 as
children of Req_2, place the Close Requirement mark for Req_2 after the
definitions of its child requirements. Place the Close Requirement mark for
Req_1 at the very end.
When the document contains paragraphs, place each Close Requirement
mark on its own line in the appropriate location. Note that the Close
Requirement marks for Req_1 and Req_2 are inserted after Req_3 and Req_4.
When the data is provided as a table, add a column to the end of the table
and place each Close Requirement mark in the appropriate location:
After you export the requirements to Quality Center, Req_2 is displayed as a
child of Req_1, and Req_3 and Req_4 are displayed as children of Req_2.
Formatting Test Plan Data
Before you can export test plan data from a Word document to
Quality Center, you can place data as paragraphs or as tables. You then use
the Microsoft Word Add-in toolbar buttons to mark the test plan fields. You
can format the test plan fields so that when you export them to
Quality Center, the subject folders are on the same hierarchical level, or on
different hierarchical levels in the test plan tree.
This section includes:
➤ Placing the Test Plan Data in the Document
➤ Marking the Test Plan Fields
➤ Example: Subject Folders on the Same Hierarchical Level
➤ Example: Subject Folders on Different Hierarchical levels
Placing the Test Plan Data in the Document
The Word document can contain test plan data as paragraphs or as tables.
When the data is provided as paragraphs, each field of the test plan must be
on a separate line. For each subject folder, the name of the subject folder
must appear first. The tests of that subject folder must appear under the
name of the subject folder. The test steps of each test must appear under the
test. The following example shows the data for two subject folders, each
with one test containing one test step.
When the document contains a table, the first column must be the name of
the subject folder. The following example shows the data for two subject
folders, listed in a table. In this example, Subject_2 contains two tests and
Test_3 contains two test steps:
Marking the Test Plan Fields
After placing your data as paragraphs or as tables, you mark your test plan
fields. To mark a test plan field, highlight the text and click the appropriate
button on the Quality Center Test Plan toolbar. An icon is added next to the
marked text line. A bookmark is inserted into the document to allow the
add-in to identify the marked text when it is exported to Quality Center.
When marking test plan fields, consider the following:
➤ You can export subject folders, tests and test steps. For a test you can export
the test name, status, designer, and description. For a test step you can
export the test step name, description, and expected results.
➤ To define a subfolder for an existing subject folder, place the new subfolder
definition under the existing subject folder name.
➤ If a test step with the same name exists on the same level in the test plan
tree, the test step is changed to contain the new information. If your
document contains two test steps on the same hierarchical level with the
same name, only the second test step is created.
➤ The data for each field should be on the same line as the icon that marks it.
The only exceptions are the Expected Results field and the Description field.
Data for these fields can extend to additional lines and can include returns
and indents.
➤ Data intended for Quality Center fields that have selection lists must match
the entries in those selection lists exactly.
To mark the test plan fields:
1 Open a Word document containing test plan text.
2 Highlight a text line or a table cell in your document, and click the
appropriate button on the Quality Center Test Plan toolbar:
3 Repeat for all test plan data. Any text in the document that is not marked is
ignored.
4 Click the Close Folder button to close each subject folder with the Close
Folder mark . The location of this mark depends on whether the folders
are on the same hierarchical level or on different hierarchical levels.
For more information, see Example: Subject Folders on the Same
Hierarchical Level on page 30 and Example: Subject Folders on Different
Hierarchical levels
5 To unmark one or more fields, use the undo buttons or remove the mark
manually. For more information, see Deleting Formatting from the
Document on page 34.
6 When all test plan data has been marked, export the test plan to
Quality Center. For more information, see Chapter 3, Exporting Data to
Quality Center.
Exporting Data to Quality Center
After formatting your requirement or test plan data, you export the data to
Quality Center.
When you export a new or existing requirement or test to Quality Center, it
is created with the user name that you use to export it. For example, if you
export a requirement to Quality Center with steve as the user name, the
requirements history shows steve as the user that changed the requirement.
Note: You must have full create and modify permissions in Quality Center
for requirements, the test plan tree, design steps, and subject folders.
To export to Quality Center:
1 Define the requirements or test plans in your document. For more
information, see Formatting Requirement and Test Plan Data.
2 Make sure that the Quality Center Common toolbar is displayed. For more
information on displaying the Quality Center Common toolbar, see The
Microsoft Word Add-in Toolbars.
3 To exclude marked data in your document from being exported, highlight
the text area and click the Exclude Region button. A line is drawn through
the selected text.
4 Click the Export to Quality Center button. The Quality Center Export
Wizard - Step 1 of 5 dialog box opens.
Type your Quality Center URL: http://<Quality Center server name>/qcbin.
5 Click Next. The Quality Center Export Wizard - Step 2 of 5 dialog box opens.Enter your Quality Center user name and password.
6 Click Next. The Quality Center Export Wizard - Step 3 of 5 dialog box opens.
Select a Quality Center domain and project.
7 Click Next. The Quality Center Export Wizard - Step 4 of 5 dialog box opens.
8 If an error occurs while exporting the document, the Quality Center Export
Wizard - Scan Error Report dialog box opens.
Review the errors. To save the errors as a text file, click the Launch Notepad
button.
Click Cancel to exit the wizard. Correct the errors and start again at step 1
on page 37.
9 If the data is exported successfully to Quality Center, the Quality Center
Export Wizard - Step 5 of 5 dialog box opens. Click Finish.
10 Review the exported data in Quality Center and make the necessary
additions and adjustments.
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