2 Day(s)


This course covers all aspects of administering HP ALM 12 implementation. From the Site Admin utility through to project customisation and workflow, delegates will gain a thorough and detailed understanding of ALM admin. Best practices are covered, including how to maintain ALM projects, how to resolve typical day-to-day issues and how to implement user requests.

Delegates will be provided with practical demonstrations and opportunities to practice newly learned administration and customisation techniques within ALM.

This course can also be applied to older versions of the software, please contact us to discuss your requirements.


Anyone new to ALM Administration, or those people who are upgrading from previous versions of Test Director or Quality Center. Delegates should already be familiar with the ALM interface.

Skills Gained

Upon completion of the course, candidates should be able to:

  • Understand the ALM architecture
  • Get to know every aspect of the Site Admin, utility, ALM project management, site configuration, users, licences, implementing company wide policies
  • Gain a full understanding of project customisation, including user group permissions, custom fields, automail, and alerts, custom project reports, workflow and the VBScript editor
  • Get to know best practices in implementing and maintaining ALM

Course Specifics

Course Outline

The ALM Architecture

Understand the architecture of ALM, the admin components of ALM, and the file structure of the repository

Managing Users

How to setup new users, and import users from a global level, resetting passwords, making users administrators, disabling, deleting and removing users, adding users to projects

Managing Domains & Projects

How to create domains and projects, importing/exporting projects, activating/deactivating, removing and deleting projects. The project table structure, copying projects, Cleaning the repository. Creating & Maintaining Project Templates

Site Connections and Licences

How to monitor users, disconnect users, import licences, modify licences, licence types

Server and  Database Connectivity

Setup of logs for ALM Servers. Setting up new database connections

Server Configuration

Site Parameters, how to implement organisation-wide policies, renaming ALM modules at a global and local level

User Groups and  Permissions

Creating new user groups, setting permissions, changing module-level access, how to use data-hiding filters & Transition rules.

Customising Projects

Custom fields, custom look-up lists, making fields mandatory, turning on history for fields, defining Requirement types, editing RBQM constants

Configuring Automail & Alert Rules

Setting up Automail server side and at a project level. Creating mail conditions. Using alert rules

PPT Customisation

Setting up KPIs,

Project Report Templates

How to set up Template Project Reports and how to manage them globally in ALM

Business Views 

Configuring global Business View reports

Sprinter Configuration 

How to configure use of Sprinter at a Project Level


Using the defect workflow wizards. How to use the VBScript editor to automate tasks in your ALM project

Web Client Configuration

Configuring the new Web Client Application

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

a Location Cost Days Date  
London £695229 Jun 17
London £695202 Mar 17
London £695202 Mar 17