Connecting Helix Plan to Helix ALM

After installing and running the Helix ALM integration, you can connect it to a Helix Plan project in which you are a main manager.

If you do not see the Helix ALM integration in Helix Plan after installing it, try logging out and then logging back in.

1. From the Product Backlog section, open the More menu and select Customize project backlog integration settings.

The Project Integration Settings dialog opens.

2. Enter the ALM Host, including the port number - for example, https://almhost:8443

For more information on accessing this information, refer to this topic in the Helix ALM documentation.

The server certificate of the Helix ALM server will be ignored by default. If you have set verifyCertificate=true in the .env file, the certificate must be from a certificate authority that is supported by the NodeJS HTTPS Agent. Refer to the Helix ALM documentation for more information.

3. Enter the API Key.

This should be both the Key ID and Key Secret that you retrieved in Requirements, separated with a colon. For example, [Key ID]:[Key Secret]

4. Select the Connect to ALM check box.

Checking this box will start a connection to the specified ALM host. If the connection is successful, a message indicating this is displayed in the Status field.

5. Choose the ALM project to which you want to connect.

6. Use the Sync daily at drop-down menu to select when the project should be automatically synced.

7. Enter the name of the ALM filter to use.

This must be a filter that the Helix ALM user (for whom the API Key was generated) has access to.

8. Select the Apply ALM integration settings and sync check box.

Checking this box immediately triggers a manual sync, which will add all items that match the specified filter to the Product Backlog.

Unchecking this option stops the scheduled syncs until it is clicked again.

9. Click OK to close the dialog.