Configuration and management

Administrative and other high-level users can perform a variety of tasks to manage a Helix ALM project, including managing users and customers, configuring fields, and more.

Additional configuration options are available in the desktop client.

Accessing the Administration area

To open the Administration area, click Administration.

The Admin Home page opens.

Administration areas

Following are the Administration areas. Click an area to perform tasks related to it. Keep in mind that the names may be different to match your team's terminology and you may not have access to all areas depending on your security permissions.

People

Area	Use to:	More information
Users	Add and manage project users. Users can generally perform actions in projects, but may be added only for tracking purposes.	Using the Users list
Customers	Add and manage customers for the project. Customers are generally end-users of your products or services, but do not have access to perform actions in the project.	Using the Customers list
Logged In Users	See the users logged in to the project, log out users or lock the project so no one else can log in while you perform project maintenance.	Managing logged in users

Fields

Area	Use to:	More information
Custom Fields	Configure fields to capture information about items and use your team's terminology.	Configuring custom fields
System Fields	Modify system fields, which are available by default in every Helix ALM project.	Editing system fields
Field Relationships	Configure dependencies between dropdown fields.	Configuring field relationships
Dropdown Field Values	Configure values for dropdown fields. Add, edit, reorder, and delete values in lists used by dropdown fields.	Configuring dropdown field values
Test Variants	Configure test variants to use when describing test cases and generating manual test runs.	Configuring test variant fields
Field Labels	Rename field labels to use your team's terminology.	Renaming field labels
Field Layouts	Configure field layouts to organize fields in groups in the Add, Edit, and View item windows in the Helix ALM desktop client and Add, Edit, and View item pages in the web client.	Configuring field layouts

Import and Export

Area	Use to:	More information
Microsoft Word Import	Import requirement documents from a Microsoft Word file to add new requirements to the project.	Importing requirements and requirement documents from Microsoft Word
Text Import	Import information from a text file to add new items to the project.	Importing text files
XML Import	Import information from an XML file to add new items to the project.	Importing XML files
XML Export	Export information to an XML file to import data to other Helix ALM projects or work with it in a third-party application.	Exporting multiple item types to XML
ReqIF Import	Import requirements and requirement documents from a ReqIF file to add new items to the project.	Importing requirements and requirement documents from ReqIF

Baselines

Area	Use to:	More information
Compliance	Configure audit trail logging and electronic signatures for baselines.	Configuring baseline compliance settings

Types

Area	Use to:	More information
Requirement Types	Configure the types of requirements your team uses.	Configuring requirement types
Folder Types	Configure folder types to differentiate folder purpose and functionality.	Configuring folder types

Automated Testing

Area	Use to:	More information
Automated Testing	Configure a connection to Jenkins for manually running automation suites from Helix ALM.	Configuring Jenkins integration for automated testing

Navigating from the Administration area

To leave the Administration area and go to another area in the project, you can:

• Click Back to to return to the area you were working in.
• Click Go to and select an area.