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Import from MSWord to Orcanos ALM

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OVERVIEW

The Import Document feature allows users to import an entire Word document into the Orcanos ALM repository in a hierarchical format, mirroring the document’s table of contents structure within Orcanos.

This version clarifies the feature and how it retains the document’s structure.

Prerequisites

To import a Word document, the document

  • shall be hierarchically structured with headings, which will be the base for the hierarchy
  • should have No track changes, no comments
  • shall have name and description, where the name is HEADING [1..9], the description is free text.
  • Sometimes Specs contain just a name. The requirement name cannot exceed 255 chars. In case it is – it is recommended to break it to Name and description.

For example, let’s assume this is a requirement:

this is a very long requirement name that is an example of how to break this requirement from one long line that represents a name to requirements that is combined from a short name and the description

It needs to be broken as follows:

1. Breaking Requirement name

This is a very long requirement name that is an example of how to break this requirement from one long line that represents a name to requirements that is combined from a short name and the description

HOW TO IMPORT DOCUMENT
  • Select Product Tree from Main Menu for the relevant Project.
  • Right-click the node (Item) under which you wish to add the document
  • Select the Import/Export > Import Document option

Make sure you have the permissions to add Document work item

  • A Document Import pop-up displays on the screen with the following fields:
    • Select File: Select a file of type *.Docx.
    • Import/Cancel: Click Import to import the document

User can Import single work item data at a time, as per the work item selected in ‘Import Selected Heading As’.

Example:

TEST_CASE is the custom code added as a suffix of the heading of the Imported document

So, 1.1 and 1.3 are added as Test case and 1.2 is added as Paragraph (Default)

The entire document will be added hierarchically based on the defined HEADING style in your document

All marked heading will be converted to selected Work Item type and the rest will be imported as Paragraph.

SOME NOTES AND CONSTRAINTS
Topic Problem Description Resolution
Duplicate Item Name In the case under the same parent, an item created with the same name the system will abort the import process.
  1. change the item name to be unique
  2. in some cases, there is a misuse of the office heading and text lines starting with the same string are given Heading #. Try to change the style from heading to normal. Item of type Document is created as the root document
No proper headings The document does not contain headings and gets the error “Please add heading tags to the document and try again. And if the document has heading tags then set Encoding to the Unicode in Web options.” while importing the document.
  1. All document paragraph (heading style) are added hierarchically under the root document based on the HEADING level. So, if your document does not contain headings you will need to format the document style to include headings.
  2. Save the Document with the Unicode Encoding. For more details, refer http://www.orcanos.com/help/import-documents-which-has-text-other-than-english-language/
 Track Changes Imported document cant be in tracking mode, nor have changes which are still not accepted/rejected Accept all changes before import
No Document Title Unable to import the document Make sure your document has Title

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