How to Use JIRA Integration


# Description

If you specifically need to integrate JIRA mapping into TestDirector, follow these steps:

  1. Create a JIRA account and find/create a project where you will perform testing and manage bugs/tasks
  2. Enter your JIRA login to TestDirector: Projects >> Settings >> Ticketing system.
    There are two ways on how to connect to JIRA in Connecting section - click on dropdown menu Issue tracking and choose one of the following options in the list:
    • JIRA SERVER: 
      • Issue tracker: Jira (server)
      • URL address: root JIRA URL, e.g. https://jira.XXX.com
      • Project (Key): fill in the name of your project in capitals based on the JIRA project URL address
        jira_project_url

      • User: your JIRA username - these credentials are a default setting for connection to JIRA project (e.g. username: Testing Squad 1), if you need a specific login for you as a tester, your JIRA project will appear in My Profile settings (once you fill in your own JIRA credentials there, every bug and task created in TestDirector will get created in JIRA under your own JIRA account name and not under the general name e.g. Testing Squad 1)
      • Password: your JIRA password
      • NOTE: If you're using JIRA (server) and fill in a wrong password in TestDirector, JIRA understands it as an issue. You need to re-log in JIRA, check the "I'm not a robot" field and then fix the password in TestDirector.
        Juno_Connecting

    • JIRA CLOUD
      • Issue tracker: Jira (cloud)
      • URL address: root JIRA URL, e.g. https://jira.XXX.com
      • Project (Key): fill in the name of your project in capitals based on the JIRA project URL address
      • User: your JIRA username - these credentials are a default setting for connection to JIRA project (e.g. username: Testing Squad 1), if you need a specific login for you as a tester, your JIRA project will appear in My Profile settings (once you fill in your own JIRA credentials there, every bug and task created in TestDirector will get created in JIRA under your own JIRA account name and not under the general name e.g. Testing Squad 1)
      • API key: generate your own API key in JIRA cloud and enter it in here (JIRA guide here)
        JIRA_cloud_EN

  3. Configure the JIRA mapping in TestDirector Mapping section below the Connecting section - once you log in via your credentials, TestDirector will provide dropdown lists with options from your JIRA project:
    • Use diacritics: this allows you to synchronize TestDirector with JIRA, using your bugs and tasks including diacritics within their names
    • Range of synchronization:
      • Full - there is no limitation, all bugs, tasks and sub-tasks will be synchronized to JIRA
      • Limited - restrict the synced items based on the label/tag which you enter in the field - the same label/tag name must be used in JIRA.
        To explain this further - all items in JIRA having the specific label/tag, which was configured in TestDirector, will be synced with TestDirector.
        On the other hand all items in TestDirector will be synced with JIRA even if there is no label/tag in them.

        jira_label

    • Issue Type - TestDirector will offer JIRA name options in the dropdown lists - select the correct JIRA name for a bug and a task
      NameType

    • Priority - select the correct JIRA priority names to be mapped for TestDirector priorities (Low, Medium, High, Critical).
      NOTE: The number of priorities must be equal to those configured in JIRA project - configure your priorities in Project Settings >> Workflow >> Project - Priority
      NamePriority

      20_c_Projects_settings_workflow_priority_EN

    • Bug states - select the correct JIRA names for bug status.
      NOTE: The number of bug states must be equal to those configured in JIRA project - configure your bug statuses in Project Settings >> Workflow >> Bugs - Statuses
      NameBugStates

      20_b_Projects_settings_workflow_bugs_status_EN

    • Task states - select the correct JIRA names for task status.
      NOTE: The number of task states must be equal to those configured in JIRA project - configure your task statuses in Project Settings >> Workflow >> Tasks >> Statuses (button)
      NameTaskStates

      20_d1_Projects_settings_workflow_task_status_EN

  4. Save your mapping.
  5. From now on, if you create a bug or a task in TestDirector, it will automatically get created in your JIRA project as well.


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