Configuring the Helix ALM integration

To work with Helix ALM issues, test cases, test runs, or workbook tasks, enable the integration for the workspace and configure a connection to a project.

1. Choose Tools > Helix ALM > Configure Helix ALM.

The workspace Properties dialog box opens with the Helix ALM tab selected.

2. Select Enable Helix ALM to enable the integration.

3. Click Configure

The Helix ALM Login dialog box opens.

4. Select the Server to connect to. See the Helix ALM help if you need to add a server.

5. Enter your Username and Password.

If available, you can select Use single sign-on to log in with your network credentials or Use external authentication to log in with your authentication system credentials. Ask your Helix ALM administrator for help.

6. Select Always log in with this username and password to automatically log in using the credentials you entered every time you access the project from QA Wizard Pro.

7. Click Connect.

The Helix ALM Project Selection dialog box opens.

8. Select the Project to work in.

9. Optionally expand Log in to and select the areas to log in to.

You are logged in to the selected areas each time you connect to Helix ALM from QA Wizard Pro. All areas you have access to are selected by default. If your team uses floating licenses, you may want to reconfigure the connection before performing Helix ALM actions to only log in to the areas you will use for the current session.

10. Click OK.

The connection information is displayed in the workspace Properties dialog box.

11. Click OK to save the changes.