Test Manager user guide

DELIVERY:

Last updated Jul 3, 2025

Migrating Test Manager artifacts to another delivery options

You can migrate Test Manager artifacts, such as test cases, test sets, and results, from a Test Manager instance to another. This applies if you migrate from a standalone instance of Test Manager to a platform-based version of Test Manager.

Note: This procedure covers only the migration of Test Manager artifacts and does not include platform configuration, user permissions, or integration settings.

Artifacts included in the migration

The following artifacts are included in the migration:

Projects
Requirements
Test cases
Test sets
Test results
Attachments
Custom field values
Note: Even though custom field values are migrated, you must manually recreate custom field definitions in the target project.

Before you begin

Ensure the Test Manager instance you are migrating from is updated to the latest version.
Verify that the Test Manager service is enabled on the target tenant.

Steps to migrate test artifacts

For each project you want to migrate:
1. Open the Test Manager landing page on the source instance.
2. From the overflow menu on the tile of the project you want to migrate, select Export Project.
3. Wait for the TMH export file to become available for download, and then download it on your local machine.
Repeat this step for every project you intend to migrate.
Open a browser and navigate to the Test Manager tenant on the target platform.
Ensure you have selected the correct tenant for import.
For each TMH file:
1. Go to the Test Manager landing page.
2. Select Import Project.
3. In the Import Project dialog:
  1. Upload the TMH file.
  2. Whether you want to import into a new project or an existing one, perform one of these steps:
    - For a new project, provide a project name and a unique prefix.
    - For an existing project, select Existing project under Target, and then select the existing project from the Project dropdown list.
  3. Ensure the Include automation information for test cases option is selected, if needed.
4. Select Import.
The import process runs in the background. Once started, a project tile appears on the landing page, You can open the project after the import completes.