Editing Microsoft Excel and Word export options

If performance or Java issues occur when exporting items to Microsoft Excel or Word, you can increase the memory used and change the number of minutes before exports time out. You can also change the Java Runtime to use.

If Java issues occur when exporting from the Classic tab on the Export to Microsoft Word dialog box in the Helix ALM Client, users can increase the memory in the local options. See the Helix ALM help for information about changing general local options.

1. Click Server Options.

The Edit Server Options dialog box opens.

2. Click the Excel/Word Export tab.

3. Make any changes.

Field Description Default value
Limit memory use to X MB Maximum amount of memory the Java Virtual Machine (JVM) can use during an export. 4096 MB
Time out export after X minutes Indicates how long the Helix ALM Server should wait before timing out an export. 5 minutes
Java Runtime path Path to the Java Runtime used for exports. Click Browse to select the path.
Windows: jre64 directory in the application directory (e.g, C:\Program Files\Perforce\Helix ALM\jre64)

Linux : jre64 directory in the application directory (e.g., /var/lib/HelixALM/jre64)
Word Exported Image File Size
In multi-line fields Indicates how to export images in multi-line text fields to Word. Compress resizes image files (if needed) to attempt to fit an 8.5 x 11 inch page in the Word document. Full resolution displays images at their full size and resolution. If an image is resized in Helix ALM after it is added to a field, the image in the resulting Word document is the same as display size in Helix ALM. If the image was not resized in Helix ALM, it scales to fit in the Word document or is displayed at full size if the image it too large to scale. Compress
Attachments Indicates how to export images attached to items to Word. Thumbnail displays images as thumbnails in the Word document. Compress resizes image files (if needed) to attempt to fit an 8.5 x 11 inch page in the Word document. Full resolution displays images at their full size and resolution. Attachments that are not images are displayed using a generic thumbnail image. Thumbnail
Attachments in test case and manual test run steps Indicates how to export images attached to steps in test cases and manual test runs. Thumbnail displays images as thumbnails in the Word document. Compress resizes image files (if needed) to attempt to fit an 8.5 x 11 inch page in the Word document. Full resolution displays images at their full size and resolution. Attachments that are not images are displayed using a generic thumbnail image. Thumbnail

4. Click OK to save the changes.

Additional information

  • If Full resolution is selected as the image file size option:
    • The memory used by the Word export process will be impacted, which may prevent the export from completing successfully.
    • PNG files are not automatically scaled in the exported document. JPG files only automatically scale correctly if they are 96 DPI in Helix ALM.
  • If Compress is selected as the image file size option, all image files are converted to .jpeg files in the exported document, regardless of the file type in Helix ALM.
  • If images are not displayed as expected in the Word document, see the Helix ALM help for more troubleshooting information.