Data Import

OVERVIEW

Import an entire word document into Orcanos ALM repository, in a hierarchic way, so the structure in Orcanos will be like the document table of content

Prerequisites

To import a Word document, the document shall be hierarchically structured with headings, which will be the base for the hierarchy

No track changes, no comments

Requirements 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:

1. 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

• Open Product Tree from Main Menu for the relevant Project.
• Right-click on the Item under which you wish to add the document

Note: Make sure that a work item of type “Document” (code is DOC) can be added under the selected parent (in admin->hierarchy settings)

Make sure you have the permissions to add Document work item

• A Document Import popup displays on the screen with the following fields:
  • Choose File: Select a file of type *.Docx.
  • Import Selected Heading As: By default, all headings will be imported as headings (Text, non-traceable). You can set specific headings to be imported as traceable items (Such as Software Requirement, User Requirement…). Select Work item type in the combo, and get the code (for example TEST_CASE)
  • 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