You can export and import Helix ALM data to copy it between projects and use it in third-party applications, such as Microsoft Word, Excel or reporting tools. You can export and import data in XML or text files. You can also export items to Microsoft Word and Excel, and additional project data to different formats.
Note: Limit XML and text export and import access to administrative security groups. Misusing this feature can result in a significant number of unwanted items in your project. Exporting and importing does not enforce other command- or field-level security. For example, if users have access to export, they can access security group information even if they do not have access to view security groups. Most users do not need access to export and import.
Export items to Microsoft Word if you need to produce documents that contain data in a specific format or to view data offline.
Export items from
XML format is recommended for exporting and importing data between projects and for use in other applications.
You can export specific items of the following types from an item list or open item. Using this method, you can only export one item type at a time to XML. See Exporting to XML.
- Requirement documents
- Test cases
You can export multiple item types, plus security groups and test configurations, to XML from the Admin Home page. Using this method exports all data in the project for any of the selected item types. See Exporting multiple item types to XML.
You can export security groups from an XML file, but cannot import them.
The following additional information is exported with issues, requirements, documents, test cases, and test runs.
- All instances of workflow events in each item
- File attachments
- Tracked email
- Folder information
- All instances of Reported by records in each issue
See Importing XML files for information about importing.
Text export and import is a simple way to create comma- and tab-delimited text files with Helix ALM data. You can export and import the following data in text file format.
|Can export to a text file||Can import from a text file|
When exporting to text files, you select the fields to include so you only export data you need. When importing, you map fields in the text file to fields in the destination project. This lets you share data between Helix ALM projects or external applications that use different terminology or field names.
You can also export the following project data and import it to other projects or work with it in a third-party application.
|Data||Export to:||More information|
|Microsoft Word export templates||XML file||Exporting Microsoft Word export templates and Importing Microsoft Word export templates|
|Saved list window tabs||XML file||Exporting saved item list tabs and Importing saved item list tabs|
|Saved requirement document views||XML file||Exporting saved requirement document views and Importing saved requirement document views|
moving data between projects