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How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Integri

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How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Integri

Hi,

Via the gateway bridge I am trying to import an in Excel created Test Designs Document with Test Cases and Test Steps. The standard PTC documentation briefly describes how to import the Test Design Document and Test Cases and that I got working. How can I import Test Steps because I can’t find any documentation about it.

 

Does anybody have experience with importing test steps from excel into PTC Integrity?

 

Regards,

Jan.

1 ACCEPTED SOLUTION

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Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Hi Matthias,

Finally I got it working but with the use of several steps

  1. Import test protocol with test cases via the PTC Integrity Document importer
    (Test cases data including an ‘External ID’ )
  2. Import test steps with PTC Excel Plugin ‘CSV Import Utility’
    Data should at least consist of ‘Summary’, ‘Description’, ‘State’ and ‘type’
    (The test steps also have the ‘External ID’ Test case it belongs to, but it can’t be imported)
  3. Export test cases with at least the ‘ID’ and ‘External ID’
    In PTC select the TCs to be exported à Select ‘Item’ à ‘Export Items to excel…’
  4. Export Test steps with at least ‘ID’, ‘Summary’ and ‘Description’
  5. Via ‘External ID’ link the ‘Test steps’ to the ‘Test Cases’
  6. Import these links via the ‘CSV Import Utility’

Regards,

Jan.

View solution in original post

5 REPLIES 5
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Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Test Steps are not part of the Document Model, technically they are "unstructured" items like e.g. a defect.

This means that you can create Teststep with out any necessary context.

 

For your excel problem this means, you could

1. use the CLI api

e.g. use Excel itself to "generate" the CLI commands using "im createissue --type='TestStep' --project=....  " based on the cells in your sheet.

or use Powershell to process the excel-sheet

 

 

2. use the gateway 

1. find away to export your Excel sheet into xml

2. transfrom this xml into the PTC iip-Format (a special XML schema)

3. define a mapping for your iip file to the actual PTC server fields

4. modify your gateway config so you can use the just created iip file and mapping

5. import the iip.

Depending on the number of teststeps to import, this might be worth the effort.

 

3. Use the Excel Plugin

- contact PTC for details on that, course that not my domain 

 

4. Write a custom Tool in Java using the API

 

HTH 

Matthias

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Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Hi Matthias,

Thanks for your reply.

But, is it possible with at least one of your suggested solutions that the test steps are linked to an test case during the import.

So the steps I want to take are:

  1. Import the Test Design with the test cases
  2. Import and link, as part of the import, the test steps to the test cases that belong to the previous imported Test Design.

Regards,

Jan

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Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Part of the test step item must be a relationship called "Test Cases".

It defines the association between test cases and test steps.

 

So If you already know the ID of you test case, you can just set the field value for the relationship during the test step creation.

 

HTH

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Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Hi Mathias,

 

Thanks for your replay,

 

I will start with your suggested option 3 by using the PTC Excel Plugin: "CSV Import Utility"

 

Regards,

Jan.

Highlighted

Re: How to import in Excel created Test Designs Document with Test Cases and Test Steps into PTC Int

Hi Matthias,

Finally I got it working but with the use of several steps

  1. Import test protocol with test cases via the PTC Integrity Document importer
    (Test cases data including an ‘External ID’ )
  2. Import test steps with PTC Excel Plugin ‘CSV Import Utility’
    Data should at least consist of ‘Summary’, ‘Description’, ‘State’ and ‘type’
    (The test steps also have the ‘External ID’ Test case it belongs to, but it can’t be imported)
  3. Export test cases with at least the ‘ID’ and ‘External ID’
    In PTC select the TCs to be exported à Select ‘Item’ à ‘Export Items to excel…’
  4. Export Test steps with at least ‘ID’, ‘Summary’ and ‘Description’
  5. Via ‘External ID’ link the ‘Test steps’ to the ‘Test Cases’
  6. Import these links via the ‘CSV Import Utility’

Regards,

Jan.

View solution in original post

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