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An Excel utility to export ALM project customization - Update for Group Permission!

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I have developed an Excel utility which can export ALM project customization. This Excel utility can do

  • Backup the ALM project customization. Before this utility, I have to write down all customization in excel format manually.
  • Easy and simple way for me to check if ALM project customization is as planning.
  • Can export the most entities fields customization, Project List, User groups and Users, Site parameters
  • It use OTA and can work fine with ALM 11.00, 11.52, 12.x and 12.6x.

Please see the attached zip file for Excel utility and pdf for screenshots. I want to share this with you and get some feedback to help me improve this utility. Thank you.

Updates: 
2016/04/29 - Removed the Chinese Sub name in the macro.
2016/05/10 - Support ALM 11.52 which doesn't have sanitization field property.
2016/05/13 - Connection error handling enhancement and fix Site Administrator fixed URL defect. Add Login dialog to hide the password
2016/05/17 - Support ALM 11 (Use GetTDVersion instead of GetTDVersionEx which ALM 11 doesn't have GetTDVersionEx)
2016/07/25 - Suport sub list items, Add list name in every items, Remove List Count column (But this community only accept image only, I can't upload the utility to community!)
2017/06/23 - You can Download from Community in the right panel.
2020/03/13 - Support 12.6x and Permissions(BETA) 99% finished. Only Administration > Set Up Workflow permission was missed. 

Although I have tried to verify the permissions one by one, but I cannot guarantee the 100% correctness. If you find the groups permissions was wrong. Please feel free to let me know, and I will try my best to correct it!

Any suggestions are welcome!

Permissions_BETA.png

1 Solution

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Super Contributor..

Hi Brad,

My experience is the ALM-Client on your client machine is different from your ALM server. Does your environment have 2 different ALM versions? Could you please check
"C:\Users\<<your username>>\AppData\Local\HP\ALM-Client" folder on your client machine? How many ALM version folders in it? Are the folders' name match with your target ALM server version?

I think you need to try to uninstall ALM-client(or just delete the ALM-Client folder) and then reconnected to the ALM server to reinstall the ALM-Client again. Then the Excel will use the correct ALM-Client to get data.

Let me know if this work.

Regards,
Gary

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Hi Garychen,

Thank you for providing this tool.

UI feedbacK: Can we mask the password original letters with special character like *.

Regards,

Srihari

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Hi Srihari,

Thank you for your feedback. Done.

Gary

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In preparation for an upgrade from ver 11.0, I'd like to export our customization.  I tried the utility with my ver 11.0 instance and it does not appear to work.  Is there anything special I would need to do to get it working with ALM ver 11.0?

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The utility only tested on ALM 11.52 and 12.x. I haven't tried it on ALM 11 yet. I need time to build a ALM 11 environment to find what's wrong.

Gary

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Hi Steve,

This is because I use GetTDVersionEx to check the OTA API version which ALM 11.00 doesn't support. I have modified the marco to use GetTDVersion instead of GetTDVersionEx in the marco for ALM 11. Please download the updated version in the attachment of the original post. I have tested it on my ALM 11.00 environment. Please let me know the result on your environment. Thank you.

Please make sure you have registried the ALM client use the following URL:
http://<ALM server>:<ALM server port>/qcbin/start_a.jsp?common=true

Gary

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The new version works great wtih Ver 11.0.  Thanks for all your efforts.

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Hello Gary. This tool is great.

Do you know how I would go about exporting (to Excel) my custom user groups along with each group's associated permissions?

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Hi Gary - great work!

Problem with my installation though: Although I'm running 11.52 it looks like there is a mismatch between OTA versions; the script seems to be looking for a later version than what we have installed...

Any way around this to your knowledge?

Many thanks,

Brad

 

ALM Customization Exporter Tool.PNG

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Super Contributor.. Super Contributor..
Super Contributor..

Hi Brad,

My experience is the ALM-Client on your client machine is different from your ALM server. Does your environment have 2 different ALM versions? Could you please check
"C:\Users\<<your username>>\AppData\Local\HP\ALM-Client" folder on your client machine? How many ALM version folders in it? Are the folders' name match with your target ALM server version?

I think you need to try to uninstall ALM-client(or just delete the ALM-Client folder) and then reconnected to the ALM server to reinstall the ALM-Client again. Then the Excel will use the correct ALM-Client to get data.

Let me know if this work.

Regards,
Gary

View solution in original post

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Super Contributor..

I am trying, but a little busy right now.

Gary

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Thanks Gary - I've learnt that we will be patching our ALM installation in the next few weeks, so I'll retest after that happens.

Cheers, Brad.

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