JIRA Integration Customization

JIRA Integration allows users to synchronize data between JIRA and Plutora.

JIRA Integration March 2017

Now you can run multiple JIRA integration jobs at once by creating a new tab for each new job.

To enable JIRA Integration and manage JIRA integration job tabs:

  1. Go to Settings > Customization.
  2. Click JIRA Integration.
  3. Click to select the Enable JIRA Integration checkbox to toggle on JIRA Integration. JIRA Integration can also be toggled off using this checkbox, without losing any of your settings.
  4. Manage JIRA integration job tabs:
    Multiple enabled JIRA integration job tabs auto syncing more than once a minute may impact on the performance of Plutora.  

    1. Add a tab:
      1. Click the green cross.
        Green Cross JIRA
      2. Type a title for the new tab in the Name field.
      3. Click Add.
    2. Edit a tab:
      1. Hover your mouse cursor over the tab until the cogwheel-shaped button appears.
        Cog Wheel
      2. Click the cogwheel-shaped button.
      3. Type a new title in the Name field.
      4. Click Save.
    3. Delete a tab:
      1. Hover your mouse cursor over the tab until the cogwheel-shaped button appears.
        Cog Wheel
      2. Click the cogwheel-shaped button.
      3. Click Delete Tab.
  5. Click to select the tab you would like to set up.
  6. Click to select the Enable [tab name] Integration checkbox in the tab.
    For example, a tab called New Tab would have a checkbox called Enable New Tab Integration.
  7. Go to:
    • Step 2a to enable JIRA integration with Basic Authentification
      OR
    • Step 2b to enable JIRA integration with OAuth Authentification.

To enable JIRA integration with basic authentication:

  1. Type the JIRA URL.
  2. Click to select Basic Authentication radio button.
  3. Type login and password.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.
  5. Click Test Connection.


To enable JIRA integration with OAuth authentication:

  1. Go to Settings > Customization.
  2. Click JIRA Integration.
  3. Click to select the Enable JIRA Integration checkbox.
  4. Type the JIRA URL.
  5. Click to select OAuth Authentication radio button.
  6. Click Configure.
  7. Type a value for Consumer Key. For example, Connection Test. Record the value as you will be using it later.
    Generate New Key JIRA blurred
  8. Click Generate New Key to create a Public Key.
  9. Copy the Public Key.
  10. Set up JIRA:
    1. Open JIRA and go to JIRA Administration > Application > Application Links.
      Configure Application Links JIRA
    2. Type the URL of your site into the Application field. For example (replacing <<YourDomain>> with your domain):
      https://<<YourDomain>>.plutora.com
    3. Click Create new link.
      New URL JIRA
    4. Type the same URL of your site into New URL.
    5. Click Continue.
      JIRA set up
    6. Type Application Name.
    7. Select Generic Application from Application Type.
    8. Type the Service Provider Name. For example, Demo.
    9. Type the same Consumer Key that was entered above in Plutora in Step 7.
    10. Paste the Public Key copied from Plutora in Step 9 into Shared Secret.
    11. Type the URL of your site into Request Token URL, Access Token URL, and Authorization URL (replace <<YourDomain>> with your domain):
      https://<<YourDomain>>.plutora.com
    12. Click to select the Create incoming link checkbox.
    13. Click Continue.
      Link applications blurred
    14. Type the same Consumer Key from Step 7 into Consumer Key and Consumer Name.
    15. Type the Public Key from Step 9 into Public Key.
    16. Click Continue.
      Successful JIRA setup
    17. Mark the new application as Primary. (Not mandatory.)
  11. Return to Plutora and click Get Verification URL.
    Get verification URL blurred
  12. Click the verification URL to open a new window.
    click allow in JIRA
  13. Click Allow.
    JIRA verification code blurred
  14. Copy your verification code.
    Enter verification code JIRA blurred
  15. Paste the verification code into the Verification Code field.
  16. Click Get Access Token. The Access Token should appear.
  17. Click the X in the top right corner to close the pop up.
  18. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.
  19. Test your connection by clicking Test Connection or by creating a sample record to push and pull to and from JIRA and Plutora.

Once you have authenticated with JIRA, you can sync with Plutora or push Plutora data to JIRA.

JIRA issues can be saved into Releases, Changes, TECRs or TEBRs.

When syncing is set up, as items change in JIRA they will be synced with Plutora. This process will also happen in reverse if you click to select the Push to JIRA checkbox.

To sync all items, even those that have not recently changed, use Bulk Sync (see below).

To sync from  JIRA:

  1. Go to Settings > Customization.
  2. Click JIRA Integration.
  3. Click to select the job tab.
  4. Click one of the following sub-tabs:
    1. Release.
    2. Change.
    3. TECR.
    4. TEBR.
  5. Manage auto syncing:
    Auto syncing imports data from JIRA.

    1. Click to select the Auto Sync checkbox.
    2. Set the sync rate by selecting a time (in seconds) from Period (seconds). (Mandatory field.)
    3. Type a Custom Filter as a JIRA query string. (Optional. See Advanced Searching for more information.)
      1. Click Test Filter. The filter is functional if issues are selected (see screenshot below).
        Issues selected
    4. Click Refresh [Tab Name] Fields.
      If the name of the tab is Default, the button will be called Refresh Default Fields.
  6. Click Expression Builder (Pull) (Optional):
    1. Click Add Statement.
      Expression Builder
    2. Click to select each drop down menu and choose a data field.
    3. Click the red delete button to remove a statement.
    4. Click Save & Close.
    5. Click Refresh [Tab Name] Fields.
    6. Select a JIRA Project.
    7. Click Refresh [Tab Name] Fields again.
    8. Selected JIRA Projects appear as tabs, click to select a tab.
      Screen Shot 2016-02-19 at 9.50.18 AM
    9. Under Fields Mapping associate JIRA fields (Default Fields) with Plutora Fields:
      1. Search Default Fields using Live Search or select JIRA fields from the drop down menus.
        Live Search has been added to every Default Field in Fields Mapping.  

        Fields Mapping JIRA Dec 2016
        For example, to import JIRA systems into Plutora:

        1. Click Release tab.
        2. Select JIRA systems for the Plutora Systems (Impacted) and Systems (Regressions) fields.
  7. Import set data (for example, only Enterprise Release Types) by typing those values into the Default Values fields.
    Entering a User Group into the User Group Default Value field does not currently work. Workaround: Enter an email address into User Groups instead. 
  8. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.
  9. View log files by clicking View Log.
  10. Go to step 6 to push data to JIRA as well, or go back to step 4 to set up another sub-tab.
  • Manage Push to JIRA:
    Push to JIRA exports data from Plutora to JIRA.

    1. Click to select the Push to JIRA checkbox.
    2. Click Expression Builder (Push). (Optional.)
      1. Click Add Statement.
        Expression Builder
      2. Click to select each drop down menu and choose a data field.
      3. Click the red delete button to remove a statement.
      4. Click Save & Close.
      5. Click Refresh [Tab Name] Fields.
        If the name of the tab is Default, the button will be called Refresh Default Fields.
      6. Select a Default Issue Type.
      7. Select a Default JIRA Project.
      8. Select a JIRA Project.
      9. Click Refresh [Tab Name] Fields.
        Selected JIRA Projects appear as tabs.
        Screen Shot 2016-02-19 at 9.50.18 AM
      10. Select  Plutora fields from the drop down menus beside the  JIRA Fields where the data should go.
      11. Click Submit.
        The yellow Your changes have been saved pop up opens and closes.
        If you click away from the Customization page without clicking Submit, your changes will not save.
      12. View log files by clicking View Log.
      13. Go to step 4 to set up another tab.
  • Bulk syncing synchronizes all items from JIRA to Plutora from a selected date to the present date.

    To bulk sync from JIRA:

    1. Check that the Auto Sync checkbox is selected under all required tabs.
    2. Click Bulk Sync.
      Bulk Sync JIRA
    3. Select a date from JIRA item last update date.
    4. Click Sync.

     

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