Synchronizing Requirements with JIRA 5.2 and Above

If you are using JIRA for both requirements capture and defect management, Enterprise Tester is fully integrated to support the synchronization of both requirements and issues. Enterprise Tester supports full bi-directional synchronization of requirements/user stories with JIRA. Key Features include:

• Configurable import filtering by: Type, Status, Priorities, JQL fragments, Components, Affects Version(s), Fix Version(s);
• Optional sub-task synchronization;
• Configurable Synchronization Schedules — Adhoc (manual), Periodic (set time interval) and Daily;
• Custom field support;
• JIRA ID on the requirement in ET;
• Remote links to the Requirement in ET (and test script when linked) added on the JIRA User Story; and
• JIRA workflow transition support from ET.

Creating your Project Link

Once the JIRA connection has been created (see Configuring Enterprise Tester for JIRA 5.2 and Above), you can begin associating projects in the defect tracker with projects in Enterprise Tester. Project links can be created and managed either from either External Systems in the Admin area or from the Resources tab.

External System Links

From the Admin tab, expand Extensions and double click on External Systems. From the External Systems summary grid, double click the External System you wish to create a link for. Then navigate to the Links tab. Click on Add from the tool bar.

The Add External System Link screen will appear. Complete the name and select the Link Source, Requirements. This is the entity type you wish to synchronize.

Once you have selected the Source additional fields to configure the ET project and the JIRA project will appear.

Once you have completed the screen click on OK. The External Links Details screen will appear. Now you will need to complete the Field Configuration and set up the synchronization schedule. See the Configure the Requirement Link section below. 

Resources Tab

From the Resources Tab in the navigation pane, click to expand "Project Links". To view all configured links for your project, double click on your project.

1. Click on the ‘Resources’ tab in your tree navigator and click to expand ‘Project Link’.
2. Right click on your project and select ‘Add New Project Link’, the Add Link screen will appear.

3. Enter in the Name for the link, and select from the dropdowns:

    

                                                                                            
   
   
   • Source is the entity type you wish to synchronize. Select Requirements
   • The ET Project will be pre-selected
   • Destination is the configured external system to use for this link. Select your JIRA external system
   • Select the JIRA Project to synchronize with.

Configure the Requirement Link

Once the project requirement link is set up, you will be displayed the screen below and will need to perform additional configuration.

From the Edit Synchronization Configuration screen, click on the ET Configuration tab. Select the ET requirements package you wish to synchronize with. Here you can also select the filter criteria when synchronizing from ET to JIRA. You can filter on Types, Statuses and Priorities. Once you have completed your configuration, click ‘Save’.

Next, click on the External System Configuration. Select the entity type(s) (requirement, stories etc.) to synchronize with Enterprise Tester. 

Here you can also select additional criteria including Statuses, Priorities, Components, JQL fragments, Affected and Fixed Version.

You can also select to synchronize sub-tasks related to the entities that meet your selection criteria. Note that the filter values only apply to the parent requirement/user story. All sub-tasks associate to these entities will also be synchronized when you select this option.

Additionally, you can choose to Allow Unassigned issues (see Allow Unassigned issues to be synchronized with JIRA).

Note that by default all entities will be synchronized if you do not apply a filter. If the JIRA field values do not appear in the field drop down list, you may need to initiate a refresh lookups which will refresh the JIRA metadata.

Field Mapping

Next, click on the Mapping tab.

This screen displays two tabs for outlining and configuring the steps undertaken when synchronization is initiated.

• One tab for mapping fields from Enterprise Tester to the external system (JIRA).
• One tab for mapping fields from the the external system (JIRA) to Enterprise Tester

Next, set your field mappings in the direction of Enterprise Tester to External System — you will notice on the screen below that the Field Mapping is not currently configured. Please note that Enterprise Tester will prompt the administrator when a refresh lookup is either in progress or is required. This must be completed before configuring your field values. A refresh lookup will ensure that all the custom fields from your defect tracker and associated field values are up-to-date during field mapping.

You do not need to edit the mappings from the defect tracker to Enterprise Tester as they are already complete, however you can edit them if required.

Click to highlight and select ‘Map Fields’ and click on ‘Configure’ from the toolbar. Please note that Enterprise Tester may need to Refresh Lookups before you can proceed with your field configuration.

From the Configure Fields mapping screen, several configurations are automatically created consisting of Copy Field type mappings and direct Map field type mappings.

The Copy Field type mappings are already configured and the value will be copied from Enterprise Tester to JIRA on Synchronization:

Copy Field — Copy from ET: Name (field) to External System: Summary (field)
Copy Field — Copy from ET: Description to External System: Description (field)
Copy Field — Copy from ET: Created By (field) to External System: Reporter (field)
Copy Field — Copy from ET: Assigned To (field) to External System: Assignee (field)

The Map field type mappings require the field values to be mapped. You can see under the column “Configured = False” that the value for these fields has not yet been mapped:

Map Field — Map from ET: Type to External System: Type
Map Field — Map from ET: Priority to External System: Priority

1. To complete the field mappings, click on the “Type” Map field and select ‘Edit’ from the tool bar.
2. Complete mapping Enterprise Tester field values to JIRA field values.
3. Click “Save”.
4. Complete mapping field values for “Priority”.

Notes on Field Type Support for Automap and Map Mapping Types

The following field types from JIRA are not supported by the automap or map mapping types: 

Another point to note when configuring your field mapping configuration for "Automap" or "Map" type mappings is that you may need at least one value in your JIRA picklist (configurable set of allowable values) for the field (drop down list, checkbox list etc.) for the field to be detected as a configurable field for these mapping types. After adding your value(s) to JIRA you may need to perform a refresh lookups before the field will be detected.  

Scheduling Requirement Synchronization

Now that your configuration and field mappings are complete you are ready to synchronize. The synchronization frequency can also be configured from the Schedules tab. There are 3 options that can be configured:

1. Adhoc
2. Periodic
3. Daily

Once you have configured your synchronization frequency, a summary of the configured synchronization schedules is available. You can see the time of the Last Run, the Next Run (if applicable), whether the schedule is enabled or not and the current Synchronization Status.

You can use the tool bar to add a new scheduled synchronization, delete an existing configuration, enable or disable an existing schedule, configure an existing schedule or manually initiate a synchronization.

Synchronization History

You can view the Synchronization history from both the synchronization configuration screen and the individual synchronized entities. From the configuration screen you can view all synchronization events, select to only view errors, export the synchronization events to a csv file or clear the history.

Deleting Requirement Project Links

Deleting requirement project links will stop the synchronization between Enterprise Tester and your external system. When deleting the link you will have the option to delete the link and remove all external link references or to retain these references. These include the trackback comments and the defect issue link placed in Enterprise Tester. Note that if you chose to delete the references. This will only affect Enterprise Tester. References to Enterprise Tester in your external system cannot be removed, but all references in Enterprise Tester to your external system will be removed.

Limitations

• When synchronizing from ET to JIRA, requirement to requirement relationships in ET are synchronized to JIRA.

• When synchronizing from JIRA to ET, links between issues in JIRA are not synchronized to relationships in ET

• Requirement Synchronization to JIRA does not currently support mapping to/from cascading select fields. When synchronizing from ET to JIRA, if you see an error message similar to this with the error "is an invalid parent option" this suggests you have tried mapping to a cascading select field: 

  System.ServiceModel.FaultException: com.atlassian.JIRA.rpc.exception.RemoteValidationException: Fields not valid for issue: Errors: {customfield_10130=The option '1' is an invalid parent option} Error Messages: Remove the mapping to allow synchronization to work once again.

• Auto-map from ET to JIRA is not currently implemented (field values from ET are not added to JIRA automatically as they are int he JIRA to ET direction when using the auto-map feature).