Atlassian JIRA

Technical requirements

The following requirements must be met to integrate JIRA with SD Elements.

  • Server version must be 5.x, 6.x, 7.x, or 8.x.

  • Server configuration must enable remote API access.

    • The option "Accept remote API calls" must be set to "ON".

    • For more information, see the online documentation.

  • Basic authentication must be enabled for connection users.

  • The user configured for the connection should:

    • Be a member of the project

    • Have permission to create, tag, transition and resolve issues.

    • Specific permissions: CREATE_ISSUES, CLOSE_ISSUE, ASSIGN_ISSUES, TRANSITION_ISSUES, RESOLVE_ISSUES

Default assigned fields

The following fields are set by default:

  • Summary

  • Description

  • Labels

  • Priority

Behavior

The integration supports the following:

Default Priority Mapping

SD Elements

Jira

10

Blocker

7-9

Critical

5-6

Major

3-4

Minor

1-2

Trivial

Connection details

Enter the connection details for the server.

Protocol

Select the protocol for the connection (HTTPS or HTTP) (Default: HTTPS)

Server

The domain name or IP address of the server (Example: jira.server.com)

Context Root

Top-level location where JIRA is installed on a server. The value for this may be dependent on the configuration of an internal corporate proxy or where an administrator has installed JIRA.

Credentials

Enter the credentials needed to authenticate to the server.

Username

Username authorized to connect with the server. This user should be able to create and edit stories/issues in JIRA.

Password/API Token

The password or API Token used to authenticate to the server. Note: Jira deprecated password authentication for its Jira Cloud API endpoints in June 2019.

Tasks to Synchronize

Select tasks to synchronize.

Sync all tasks

Synchronize all tasks from SD Elements.

Sync Risk Policy tasks

Synchronize only tasks that fall under the risk policy.

Project details

Enter the project-level details.

JIRA Project Key

The key for the project where issues should be created.

Advanced JIRA configuration

Enter advanced configuration options.

Issue Type

Type of work item that SD Elements will create when creating a task in JIRA. (Default: Bug)

Map a JIRA status to an SD Elements status

This mapping determines the status to assign an SD Elements task based on its corresponding JIRA issue status.

Note
 Any unmapped JIRA status is mapped to the 'Incomplete' SD Elements status.

See Status Mapping for more information.

Map an SD Elements status to a JIRA status

This mapping determines the status to assign a JIRA issue based on its corresponding SD Elements task status. All JIRA statuses in this mapping should be a single transition away from every other status in the mapping, as well as from the default status for new issues in your JIRA project workflow.

Note
 'Incomplete', 'Complete', and 'Not Applicable' SD Elements statuses must have a mapping. Any unmapped custom SD Elements statuses will use these mappings based on their meaning.

See Status Mapping for more information.

Closed Issue Status

The name of a status in JIRA to use when its corresponding SDE task is removed from the project.

Synchronization

Enter settings for synchronizing the SD Elements and JIRA projects.

Authoritative Source

Select the tool that will be the authoritative system of record: JIRA or SD Elements. This field is used in case of conflicting statuses between the JIRA issue and the SD Elements task. When you first synchronize a TODO task in SD Elements with an issue in JIRA, they will have the same status. If you then change the status in one tool, for example by closing the issue in JIRA, they will have conflicting statuses. This conflict is resolved when the projects are synchronized. There are three options:

  • Issue Tracker (default): The SD Elements task will be updated to match the status in JIRA. This is relevant to most workflows.

  • SD Elements: The JIRA status will be updated to match the SD Elements status.

  • Last Updated: The SD Elements and JIRA states will always reflect the latest update status. For example, if a JIRA issue is most recently updated then the SD Elements task status will be updated to reflect the JIRA status. The opposite is also true.

Include code sample How-To’s in task descriptions

Whether or not to include detailed code samples and How-To’s in the JIRA issue.

This Issue Tracker server is hosted within a private network and cannot be reached directly by SD Elements.

Select this option if SD Elements does not have direct network access to the JIRA server.

For example, if you are using a hosted SD Elements instance but you want to integrate with an internal/protected JIRA system, choose this option and run the Remote Integration Agent to perform integration.

Filter tasks

Select SD Elements tasks that are synchronized with the JIRA project.

Tasks having a minimum priority

Synchronize tasks with a minimum priority (for example, 7 or above). This is useful if you want to limit the amount of work for users. (Default: 1)

Tasks with status meaning

Synchronize only tasks with certain statuses, such as TODO or DONE. (Default: TODO)

Limit to tasks having these phases

Synchronize only tasks in certain phases, such as Requirements or Development. (Default: none selected, meaning tasks from all phases will be synchronized)

Tasks having all of the following tags

Synchronize only tasks containing certain SD Elements task tags. (Optional)

Tasks with verification status

Synchronize only tasks with a specific verification status, such as Pass or Fail. (Default: none selected, meaning tasks with any verification status will be synchronized)

Advanced Issue Tracker options

Enter advanced configuration options.

Issue Tracker Title Format

Issues created in JIRA will be given titles that match this format. (Default: "T21: Task Title")

Bypass server certificate validation for HTTPS (insecure, only for testing purposes)

Check this option if you need to test a connection without the proper SSL/TLS certificates.

Issue Labels / Tags

Tag value assigned to JIRA issues (Default: SD-Elements)

Issue Tracker parent issue

JIRA project issue to use as the parent issue. SD Elements tasks will be created as children of the parent issue. This is only applicable when creating issue types that are of type "Sub-Type" or similar.

Custom Priority Mapping

If the standard JIRA priorities have been customized, you must map the customized priority names in JIRA to their corresponding SD Elements numeric priorities.

Important
 This is a common option that will need to be set.

For example, map "Blocker" issues to priority 10 in SD Elements, "Critical" to priorities 7-9, and so on.

Custom Fields Mapping

In addition to the default-assigned fields, you can map additional JIRA fields or override the values for the default-assigned JIRA fields.

Note
 Fields that are not required or have default values do not need to be set.

For example, you may have a required field in your JIRA project that is not set by default. Custom field mappings can be set at both the system connection and project connection levels, and that mappings set in a project connection will override mappings set in the system connection.

The exact name of the JIRA field is required for the mapping to succeed. This may be subject to locale differences for your service user and JIRA instance. Date-type JIRA fields are supported but the value must be in the format expected by JIRA. By default dates must be in the form yyyy-MM-dd. Contact your JIRA administrator if a different format is expected.

For more details refer to section Advanced field support.

Custom Lookup Fields

Deprecated method to sync more than one SD Elements project to a JIRA project. As of release 4.1, integrations that use Custom Lookup Fields will automatically be converted to the new method upon their next run.

Issue Tracker context

Provide a specific identifier to this project integration that can be used in an issue’s generated title format. This is applicable only when option Issue Tracker Title Format contains "Context"

Sync frequency

Select how frequently the SD Elements and JIRA projects are synchronized. You can choose from the following options. The more frequently you run synchronization, the greater the performance impact on both the SD Elements and JIRA servers. This is generally only a concern for large organizations running many synchronizations at once.

Hourly, Daily, Weekly, or Monthly

The projects will synchronize automatically every hour, day, week or month. Daily synchronization is typically sufficient, however you may want to select a more frequent interval if development moves quickly in your organization.

Manually

You must click the Sync button on the Issue Tracker Integrations page to synchronize the projects. This is the default value.

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