WIP Connect to JIRA

ebiexperts

 

 

 

 

 

Connect WIP to JIRA

Installation Guidelines

 

CONFIGURATION MANAGEMENT

Author

Joseph Mikhail

Issue Date:

10 May 2020

 

 

 

 

 

 

Overview

Prerequisites

Please consult WIP Install Guide.pdf for WIP prerequisites

WIP can connect to Jira Server (on premise installation) or to Jira Cloud.

WIP Jira License : you need a valid “WIP Jira Sync” License installed in order to start the WIP Tracker Service.

Jira Server

A valid WIP Web server installed on any port, http or https

A Jira admin user having access to the Jira REST API. To connect Jira to WIP, WIP will automatically create a web hook on the Jira side using the Jira credentials.

Jira Cloud

A valid WIP Web server installed on port 443 with a valid certificate (not support auto generated certificate)

A Jira admin user having access to the Jira REST API. To connect Jira to WIP, WIP will automatically create a web hook on the Jira side using the Jira credentials.

Link to a Jira cloud / Server

In the left menu navigate to “Issue Trackers”

 

Click “Create New Tracker” and select “Jira” to link to a Jira Cloud / Server.

Name: WIP Name of this specific tracker.

Url: the Jira URL that WIP will connect to.

Tracker Subtype: choose Cloud / Server.

Username: the Jira admin username & password.

For the cloud, you need to generate a token and paste this token in the password field. To generate the password token, please follow the following link: https://confluence.atlassian.com/cloud/api-tokens-938839638.html

Click “Test Jira Tracker” to validate the tracker connection.

Click “Load Users From Jira” to load the users from your Jira tracker and map them to your WIP users (will discuss later in this document).

Click “Load Priorities From Jira” to load the Priorities From Jira and map them to Wip Priorities.

Press the button “Test Jira Tracker”

Projects

Projects are defined to enable sync issues per project (will mainly depend on issues business unit) where each project can have one business unit which shouldn’t be replicated in another project.

To Create a Project see 2.1.5 Create Project

Map WIP users to JIRA users

Navigate to the Tracker To Users section to map your WIP users with their JIRA Users

Drag and drop WIP users to map Jira Users, Click “Save”

Map WIP Priorities to JIRA Priorities

Navigate to Priority Mapping Section,

Map all statuses in the left (Jira) with the WIP ones. If you have more statuses in Jira than in WIP you might need to map more than one WIP status, In that case the second one is called subsidiary.

Same as Map WIP users to JIRA users

Create Project

To Create a Project, first select a Jira Tracker and click “Edit”.

Navigate to the Projects list section and click “Create Project”. You can create multiple Projects in a single Jira tracker.

Sync Name: Project name in WIP.

Description: Project description in WIP.

WIP BU: choose the related Business unit from WIP.

JIRA Project: Put the related Project from JIRA.

Enabled: enable auto sync (if hook is registered).

JQL: is Jira query used in the JIRA web Hook. See How to write good JQL

Click “Save” to save the new Project to the Tracker

Click “Register Hook” to create Jira web hook to WIP that will sync all project issues updates to WIP and jira (2 way sync if enabled is checked).

Note: To Register a webHook in Jira Cloud, you need to run WIP Server in SSL (https) and use standard 443 port

Click “Sync NOW” to initially add issues from JIRA to WIP & from WIP to JIRA (2 way sync).

If some issues not auto-synced correctly see Issues Not Auto mapped correctly (issues in Sync)

Note: issues add to WIP with the appropriate data mapped and under the project’s Business unit.

Map WIP Statuses to Project Statuses

Navigate to “Project To WIP Status” Section,

Under WIP Objects column double click to show the dropdown and choose the appropriate mapped status in WIP.

Click “Save”

Map WIP Issue Types to Project Issue Types

Navigate to “Project To WIP Issue Types” Section,

Same as Map WIP Statuses to Project Statuses

Issues Not Auto mapped correctly (issues in Sync)

If some issues are not synced and need some fixes to map

Navigate to “Sync Issues” Section to check these issues

Hover on Is Sync checkbox to get the reason

ex. “No Mapping Issue type found for ‘Epic’” then Navigate to Project to WIP Issue Types and map ‘Epic’ then Naigate back to Sync Issues you will find Issue Type mapped as per your mapping then click “Apply Sync”

Note: if you just checked “is Sync” and click “Apply Sync” it will sync the issue to default Issue Type

How to write good JQL

To write good JQL statement, login to your jira and click search icon (to search issues)

Then click on “Advanced search for issues”

In search criteria choose the project and other search criteria as needed.

Click on “Switch to JQL”

Copy that string and paste in the JQL field in WIP