IssueSYNC
Installation
Do
- Download the plugin OBR file from Atlassian Marketplace.
- Go to Administration -> Add-ons -> Manage add-ons and press Upload add-on link.
- Select the plugin OBR file and press Upload.
- For more, follow plugin installation Instruction Atlassian's Documentation / UPM
Result
- The Synchronizer plugin should be installed in your JIRA..
Basic Setup
- You have to start with Connections setup where you define all remote JIRAs you want to synchronize with.
- You will have to create a corresponding connection on the remote JIRA (ask the Remote JIRA Administrator for details such as URL, API_KEY).
- When connections are defined on both sides and the connection tests pass, you can start to set up Fields Mapping. Fields Mapping is a set of JIRA fields and custom fields that you want to synchronize with the given remote JIRA (connection). You can reuse a given set of fields when defining Contracts.
- A Contract is a single synchronization point. It always matches to a single Issue Type in a given Project. For more details about setup, please visit the Administrator's Guide chapter.
At least one JIRA has to be able to perform requests to another JIRA instance, for the sake of simplicity in this tutorial we assume that there are no firewalls between JIRA instances. If there is in fact a firewall, you can mark a passive instance flag on the connection, but it's out of the scope of this introduction, so please refer to connection administration for more information.
There are two JIRAs in this scenario: JIRA A (left in table), JIRA B (right in table).
JIRA A | JIRA B | ||
Prepare Show... In order to start working with IssueSYNC - JIRA to JIRA Integration you need to prepare some information:
When you collect all this information, then you can start working on the plugin configuration. | |||
Keys Exchange Show... When you are ready:
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Connection A Setup Show... Add a connection to link JIRA instances. You can do this by clicking in Add-ons -> IssueSYNC -> Configuration. In order to add a connection click the Add a connection button. You will see a dialog, where you can put most of the information gathered in the first step. If you click on Test connection and there is no validation error, then you will see a message ,,Local connection success. Remote connection error. Please check your settings. '' which is OK because the remote connection was not yet created. If you get an error concerning the local connection, then you have probably set a user that doesn't exist. At this point you have to add a connection without testing if it is correct. You will come back and check it later (when the remote JIRA administrator will add a connection in the remote instance) and ensure that is correct.
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Connection B Setup Show... Add a connection, exactly the same way as the JIRA A Administrator did. In this case if Administrator A correctly added a connection, you will be able to test if your connection is correct. So you should see message like this: ,,Local connection success. Remote connection success''. | |||
Connection Test Show... You can test your connection now. Both messages should be green (success). | |||
Contract A Setup Show... Go to the Contract configuration page (click the contract tab) in order to decide what should be synchronized.
It is important to note, that the name CANNOT be changed afterward. This is in order to keep communication consistent. The contract name will be visible in the remote JIRA instance, in the Remote contract property.
The next step is to: 1) Set Project in which issues will be synchronized. 2) Set Issue Type to specify what type of issue will be synchronized. 3) Select Remote Contract - if the list is empty you have to wait for the remote JIRA Administrator to add a contract to his JIRA instance. Until you set up a remote contract you cannot move on. | |||
Contract B SetupGo to the Contract configuration page and follow the same steps as JIRA Administrator A did. | |||
Field Mapping A Show... 4) When the JIRA B Administrator has created a contract, you can choose Remote Contract from the list. 5) While the contract states which issue type in which project should be synchronized, you still have to define which fields will be synchronized. One field mapping entry consists of three values:
The most important thing at this time is to add all required fields (on the create/edit screen). Otherwise the plugin will not be able to create or update issues and synchronization will be broken. There is no explicit convention for what will happen if you don't set the remote field name, or don't add a field, but that is out of the scope of this introduction, please refer to the Diagnostic page for more details. | |||
Field Mapping B Show... Create a Field Mapping by following the same steps as JIRA Administrator A did. In your case you can choose the remote field name, because the JIRA A Administrator has already created his Field Mapping. | |||
Contract A Tuning Show... 6) When the JIRA B Administrator has created a Field Mapping you can finish your mapping configuration. Remote Field list should contains remote fields now. Match Remote Fields with your Local Fields and save the configuration. 7) Next, set the trigger events. They are divided into Create and Update categories. A simple configuration will look like this:
8) Activate the contract in order to start using it. | |||
Contract B TuningSet trigger events the same way as the JIRA A Administrator did and activate your contract. | |||
Test Show... Now when you have a connection and a contract set you can start a simple test.
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