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Tutorial: JIRA Integration

 

You must begin by creating a system-level JIRA connection in SD Elements if one does not already exist.

1) Click on the gear icon in the top right corner of the SD Elements interface, and select Integration.

 

2) Click on the yellow ADD ALM CONNECTION button near the top right corner of the page.

3) Provide a name for this connection, and select JIRA from the dropdown menu.

4) Add the address of your JIRA web interface, along with a user name and password. It is advisable to use a dedicated service account with a non-expiring password to avoid disruption of the connection.

 

5) If your JIRA web interface is available via some path other than the root directory, populate the Context root (optional) field with the correct folder structure. For example, if your JIRA instance is available at https://jira.example.com/JIRATEST/, make sure the Context root field contains /JIRATEST/.

6) In the Advanced JIRA Configuration section, enter at least one JIRA status to map to the DONE state in SD Elements. To determine what status(es) to enter here, follow these steps:

a) Click the View Workflow link when viewing a JIRA issue.

 

b) In the resulting diagram, note the final status(es) that mark the end of the workflow for a given issue. In the diagram below, that status is Done, but in your environment, there may be others.

c) If there are multiple statuses in your environment to indicate that work on an issue is complete, simply separate them with commas when completing the States which map to DONE in SD Elements

 

7) In the section titled Synchronization, select the option Include code sample How-To’s in task descriptions if you want to synchronize SD Elements code sample content into the corresponding JIRA issues.

8) Optionally, you may need to configure some of the remaining sections to suit your environment. Contact SD Elements support for assistance if you are unsure whether to modify these settings.

9) Click Create new ALM connection at the bottom of the page.

 


 

Once you have saved this system-level integration, you must create the necessary project-level integrations.

1) Open a project, and in its header bar, click Integration.

 

2) Click the yellow ADD ALM CONNECTION button near the top right corner of the page.

3) From the dropdown menu, select the system-level connection you created using the steps above.

4) Provide the JIRA key that corresponds with your chosen SD Elements project.

5) Click the yellow Create new ALM connection button near the bottom right corner of the page. If you chose to sync manually, you may now click the SYNC button to initiate a synchronization of tasks between SD Elements and JIRA.

 

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