Exporting Requirements

Owned by Kevin Pham (Deactivated)
Last updated: Jan 31, 2018

Description

In Zephyr Enterprise, releases consists of requirements that exist within the system for testing. Users can export requirements from the system which includes a multitude of options to information to filter/export To learn how to export requirements, please view the steps below.

Terminology

 Click to view more information on terminology regarding this page
TermDescription
RequirementsA single documented physical or functional need that pertains to a particular design, software, or product.
ExportThe act of transferring data (requirements) from one location to another. In this case, you are exporting/transferring requirements from Zephyr Enterprise to multiple report types (Excel, HTML, PDF, etc.)

Table of Contents

The steps below describe in detail the general process of adding, editing, cloning, deleting, deallocating and allocating, and importing and exporting requirements in a project for Zephyr Enterprise. To view further instructions for each individual function, please click the links provided below. By clicking on a link, you will be redirected to the page with the steps corresponding to the function selected. 

Exporting Requirements

Prior to Exporting Requirements

Prior to exporting requirements, there must be an existing project and release that has been created in Zephyr Enterprise. The project/release must be selected and user must be under the Requirements section within the release selected. There must be requirements already created in Zephyr Enterprise which allows us to export to a specific report type.

Scenario: You are a testing manager in Zephyr Enterprise. As a testing manager, you want to export the requirements for a specific folder in Release 1.0 in project Mercury.

If this is your first time managing requirements, you might want to work within a test project rather than an actual project in the system, and that way, you can work out any issues you might have with managing requirements before you work with live requirements.


1. Select/check off any of the requirements that you want to export on the left hand side of the table.

  • If you want to export an entire folder or release, simply click the button next to the folder and then click "Export Requirements".

2. There will be a pop-up that gives you three options:

  • Requirements Only - This option exports only the requirements for all the selected requirements or all the requirements depending on what you did in the previous step.
  • Entire Traceability - This option exports the entire traceability (if the requirements are mapped) for all the selected requirements or all the requirements depending on what you did in the previous step.
  • Cancel - This option will just cancel the pop-up window for exporting. 


3. After clicking on one of the options, there will be a window that pops up where you can choose exactly which fields you want to export for the requirements, what kind of reporting type, what the output file the export should be, and naming the report.

  • The default name for an exported report is labeled as "Requirement Report".

4. After selecting your options, simply click the "Save" button and the export will begin. 

5. You can then click "OK" and you will get a prompt to download the file. 


6. Click on "Download" and the export file of your requirements will be downloaded to your computer.


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