Plutora Test JIRA Integration

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

Set the time zone in Jira so that the correct data synchronizes.

To set the time zone in Jira:

  1. Open Jira in your browser.
  2. Log in as the user that is used for the integration.
  3. Click the Profile button in the top right of the screen and select Profile.
  4. Under Preferences, click Time Zone.
  5. Under Time Zone, select GMT Offset and (GMT+00:00) GMT.
    Plutora and Plutora Test use UTC dates.
  6. Click Update.


To add a new JIRA service:

  1. Click Settings.
    Settings
  2. Click the Integrations tab.
    Settings Integrations Sept 28 2017 tab
  3. Click JIRA.
    Settings Integrations Sept 28 2017 jira
  4. Click + New JIRA Service.
    Settings Integrations Sept 28 2017 new jira
  5. Type a name for the new service in Service Name.
    Create New Integration pop up Sept 28 2017
  6. Type your JIRA URL.
  7. Type your JIRA Login.
    This is your user name. This may be your email (for example, charlotte.brogden@plutora.com) or just your name (for example, charlotte.brogden). If you find JIRA Integration is not recording logs, try logging in with just your name. 
  8. Type your JIRA Password.
  9. Click Create.
    All services are inactive when first created.
  10. Click Manage on the new service.
    Settings Integrations Sept 28 2017 new jira manage
  11. Click the Service Status toggle switch (under the Service Info tab) until the switch is blue and Active.
    Settings Integrations Sept 28 2017 JIRA active
  12. Click Test Connection. The test connection pop up should say that the Connection to JIRA and the Integration Adapter are both online.
    Test Connection pop up
  13. Close the test connection pop up by clicking the X in the top-right corner.
  14. Click Save.
    Settings Integrations Sept 28 2017 JIRA save
  15. Click the Service Configuration tab.
    Settings Integrations Sept 28 2017 JIRA service configuration
  16. Click Refresh Fields.
    Settings Integrations Sept 28 2017 JIRA service configuration refresh fields
  17. Click to select the JIRA project from JIRA Projects.
    Settings Integrations Sept 28 2017 JIRA service configuration jira projects
  18. Manage Auto Sync to send JIRA data to Plutora Test:
    1. Click to select the Auto Sync checkbox.
    2. Set the sync rate by selecting a time (in seconds) from Period (seconds).
      Select a time above 60 seconds.
    3. Type a Custom Filter as a JIRA query string. (Optional. See Advanced Searching for more information.) The number of records found by the filter will appear in the blue box next to the filter field.
      Set up Expression Builder (Pull)  after you have associated JIRA and Plutora Test fields. See below.
  19. Manage Push to JIRA to send Plutora Test data to JIRA:
    1. Click to select the Push to JIRA checkbox.
    2. Click to select the Default Issue Type from JIRA.
      Settings Customizations Default-Issue-Type
    3. Click to select the Default JIRA Project. (Usually, the same JIRA Project as selected above in JIRA Projects.)
      Set up Expression Builder (Push)  after you have associated JIRA and Plutora Test fields. See below.
    4. Click Save.
    5. Click Refresh Fields.
      The JIRA fields should appear under Field Mapping.
      Settings integrations JIRA-Fields-red-rectangle
    6. Associate Plutora Test Defect fields (on the left) with JIRA fields (in the middle) by selecting the associated JIRA field from each drop-down menu.
      Field mapping
    7. Import set data (for example, only the Project/Release called AMC) by typing a Default Value in that row.
      Default value
    8. Click Save.
  20. Manage the push and pull Expression Builders (optional and usually performed after JIRA and Plutora Test fields have been associated):
    1. Add a pull statement:
      For example: IF JIRA Field: Status, Condition: Equals Value: Done, SET Plutora Test Field: Status To: Value.

      1. Click Expression Builder (Pull).
      2. Click + New Statement.
        Expression builder
      3. Click to select a JIRA Field.
      4. Click to select the Condition.
      5. Type a Value to be matched with the JIRA Field.
      6. Click to select a Set Plutora Test Field.
      7. Type the To value.
      8. Optional:
        1. Click + AND clause or +OR clause to add another Plutora Test row.
        2. Click +SET clause to add another JIRA row.
      9. Click Submit.
      10. Click Save.
    2. Add a push statement:
      For example: IF Plutora Test Field: Status, Condition: Equals Value: Done, SET JIRA Fields: Status To: Value.

      1. Click Expression Builder (Push).
      2. Click + New Statement.
        Expression Builder push stryka
      3. Click to select a Plutora Test Field.
      4. Click to select the Condition.
      5. Type a Value to be matched with the JIRA Field.
      6. Click to select a Set JIRA Fields.
      7. Type the To value.
      8. Optional:
        1. Click + AND clause or +OR clause to add another JIRA row.
        2. Click +SET clause to add another Plutora Test row.
      9. Click Submit.
      10. Click Save.
  21. View log files by clicking the Logs tab.
    Settings Integrations Sept 28 2017 JIRA service configuration logs tab
    If you find JIRA Integration is not recording logs, try entering just your name in the Login field.

Bulk syncing synchronizes all items from JIRA to Plutora Test from a selected date to the present date.

To bulk sync from JIRA:

  1. Click Bulk Sync.
    Settings Integrations Sept 28 2017 JIRA service configuration bulk sync
  2. Select a date from JIRA item last update date.
    Bulk Sync pop up
  3. Type the number of days in Last Updated/Created within (Days).
  4. Click Set.

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