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ALM Connect Templates

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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ALM Connect templates allow you to easily get an integration up and running. This article provides step-by-step instructions.

Basic Steps

Step 1. Create a new system
This is the system that will ultimately transfer data.  

Step 2. Create a mapping between two systems
ALM Connect templates assist with this step so you can get started quickly and add to a mapping that you create from a template later. Note that these are basic templates using standard fields to prevent errors. 

Step 3. Create an integration
This is the actual mechanism for transferring data.

Importing a Template

  1. Click on one of the links above to download a template for your system.

  2. Click OIM Configuration.

  3. Click Import Mapping.

  4. Give the template a Title.

    • As a best practice, we recommend a naming scheme in the following format: "Template - System Asset to System Asset (e.g., Template - Jira Story to VersionOne Story).

  5. (Optional) Enter a description. 

  6. Browse to your downloaded template, and then upload it.

  7. Click Save. The template should now be listed under View Mappings in your Mappings list.

Follow the steps below for instructions on how to use the imported template.

Using an Imported Template

To use a newly imported template, follow these steps:

  1. Click OIM Configuration, and then click Generate Mapping.

  2. Enter a Mapping Name.

    • As a best practice, we recommend a naming scheme in the following format: System Asset to System Asset (e.g., "Jira Story to VersionOne Story").

  3. Enter a Source System and Asset Type.

  4. Provide a Destination System and Asset Type.

  5. Select the Create from template radio button, and then choose the imported template.

  6. Make any changes that may be necessary by adding, updating/removing fields, and then click Generate Mapping.

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