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How is the MS Word configured with Test Manager template to allow importing requirements?

How is the MS Word configured with Test Manager template to allow importing requirements?

Problem:

How is the MS Word configured with Test Manager template to allow importing requirements?

Resolution:

QUESTION
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How is the MS Word configured with Test Manager template to allow importing requirements?

ANSWER
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You must complete several steps before you can write requirements. You must:

  • set up a Test Manager data source

  • copy the Test Manager template to your Microsoft Word (MS Word) template directory

  • check your macro security

  • apply the Test Manager styles to a MS Word file


Once you have completed these steps, you should check that you have correctly loaded template_and_macros. This is only the first stage of Managing your requirements; for more information see Requirements with Test Manager.

Copy the Test Manager template

Test Manager uses information stored in a MS Word template that you apply to your documents to determine what to store in the Test Manager database. This template and its accompanying help files are available when you install Test Manager and from a ZIP file from the Test Manager download area.
See the release notes for more information about which versions of MS Word are supported.

  1. Browse to the Test Manager download area and click on the Test Manager template files link.

  2. Unzip or copy and unzip the files to your Microsoft Templates directory. This directory is typically C:\Documents and Settings\\Application Data\Microsoft\Templates).

If you do not see this directory, check your folder options by displaying My Computer in the Windows Explorer. Click on My Computer, then select Tools > Folder Options. On the View tab, check the setting for Files and Folders > Hidden files and folders; it should be set to "Show hidden files and folders".

Now that you"ve got the template, you need to check your macro security.


Check your macro security for MS Word

Before you can apply the SCTestManager_styles.dot to a MS Word file, you need to make sure that your MS Word has the correct level of security. By changing your Security Level to Medium, MS Word will check with you so that you can decide whether you want to accept any macros.
You have to set your security for MS Word only once.

To check your security settings in MS Word:

  1. Open MS Word, but close any open documents.

  2. Click Tools > Macro > Security, then click Medium on the Security Level tab, if it is not already selected.

  3. Click OK to close this dialog.

For more information, see Security levels in Word in the MS Word online Help.
Now that you have verified your macro security, see Applying the Test Manager styles.



Applying the Test Manager styles to a MS Word file

Now that you have checked your macro security, you need to apply the Test Manager styles and a macro to a MS Word document and then write your requirements. Test Manager uses special styles that you apply to paragraphs to indicate what information is saved to the Test Manager database.

To apply Test Manager styles to your existing requirements document or template:

  1. Open a document or template within MS Word.

  2. Click Tools>Templates and Add-Ins.

  3. Click Attach, then navigate to SCTestManager_styles.dot.

  4. Select SCTestManager_styles.dot, click Open, then click OK.

  5. Check Automatically update document styles to copy the Test Manager styles to your document, then click OK.

See Tips about Test Manager styles for more information about converting your existing styles.


To apply Test Manager styles to a new document

If you are writing a new requirement:

  1. Open MS Word, then click File > New.

  2. Select the SCTestManager_styles.dot, click File in the Create New box, then click OK.

  3. Apply the "seg_" styles to paragraphs of text as you type or copy them into the document.

  4. Proceed with the instructions described in Saving requirements to the Test Manager database.

Check that you"ve correctly loaded the template and macros

If you have correctly loaded the template and macros, you should see the Requirements toolbar:

You use this toolbar to apply styles to the paragraphs in your document. You can control whether or not this toolbar appears within MS Word; see Tips about styles for more information. For more information about what this toolbar does, see the Requirements toolbar.

Another way to check that you"ve correctly loaded the template and macros is to click Format > Style in the MS Word document, then look down the list of styles. The nine Test Manager styles all begin with the "seg_" prefix, beginning with "seg_c1". For more information about the styles listed here, see Overview of Test Manager Styles.

Old KB# 24895

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