JIRA Pre-Configuration

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JIRA Pre-Configuration

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There are three steps to complete in the JIRA Pre-Configuration process:
 

1.Enable Wiki Render Macro

Jama uses rich text (HTML) for comments and descriptions. For this information to render correctly in JIRA, the Wiki Renderer needs to be enabled:

In JIRA, navigate to Administration > Add-Ons > Manage Add-Ons.
Make sure drop-down is set to “All Add-Ons”.
Navigate down to “Wiki Renderer Macros Plugin” in the System Add-Ons section and enable it.
Expand “Manage plugin modules” box at the bottom and enable the HTML module.

jira manage addons

Note: Hosted instances of JIRA cannot use Wiki Renderer. Therefore, HTML tags may appear in fields. To avoid this, when in Jama select the “Use Plain Text in JIRA” option to strip rich text formatting to ensure no HTML tags will appear in fields. However, if you use HTML in the fields, they may still be encoded in JIRA (e.g. if you type “ ” in Jama, it could appear in JIRA as a space).

 

2.Enable HTML Macro

The HTML Macro needs to be applied to fields that are synced with rich text fields in Jama, such as descriptions and comments.

In JIRA, navigate to Administration > Custom Fields > Default Field Configuration and select “Renderers” on the pertinent JIRA fields. 
Set the “Active Renderer” to “Wiki Style Renderer” and select Update.

Note: HTML tags may appear in fields for Hosted instances of JIRA.

jira convert

 

3.Set User Permissions
The following table outlines permissions required for the JIRA Connector to work properly.

Permission

Scope

Why this is needed

JIRA Users

System

Log into JIRA

Browse project

Project

Browse a project and view items within that project

Create Issues

Project

Create issues

Edit Issues

Project

Edit issues

Assign Issues

Project

Set an issue Assignee

Modify Reporter

Project

Set an issue Reporter

Set Issue Security

Project

Set Issue Security

Add Comments

Project

Add comments

Create Attachments

Project

Sync items with images in text fields

Note: The JIRA connector enforces the same permissions as JIRA. For example, if a user does not belong to a project, they will not see that project in the JIRA connector.

4.Recommended Manual Field Additions

Jama has several fields that may be used to track progress in JIRA. If progress made in Jama should be tracked in JIRA, these fields need to be created for synchronization to occur.

 
Recommendations:
Jama Status: The Status field in JIRA cannot be modified by the sync. A new field needs to be created to display the Jama status. This custom field in JIRA needs to have pick list values that match Jama’s Status pick list.

Jama Assigned To: As recommended in the Jama pre-configuration, tracking each application’s Assignee is helpful. Create a custom field in JIRA to map the Jama Assigned To field.

Jama Url: Link to the Jama item.

 
Note: It is recommended to create components and releases in JIRA that are named exactly the same as they are in Jama.