Skip to main content
Planview Customer Success Center

Atlassian Jira

NOTE: Jira Epic/Parent Link Changes

Last Updated:  

Atlassian is making a change to Jira Cloud that will impact some Planview Hub and Tasktop Sync customer integrations. These changes will require all customers with Jira Cloud integrations to upgrade their instance of Planview Hub or Tasktop Sync.

Learn more here.

 

Atlassian Logo

 


 

Overview

Jira is by far the most popular Agile tool in the software delivery toolchain today. It plays a central role in planning and tracking work, primarily for engineers, but often for other teams as well. Integrating Jira with other application development and delivery tools keeps teams and tools in sync automatically, so you can focus on the real value-adding work of developing new features, resolving defects, closing tech debt, and reducing risk.

Key Features and Benefits

Integrating Jira with other tools ensures engineers can spend their time on doing the work that creates value for the business, instead of the busy work required to keep tools and colleagues in sync.

A good integration means:

  • You don’t need to enter the same information in multiple tools! Any update you make in Jira automatically flows to the right place in other tools and vice versa 
  • You don’t need to log in to multiple tools to do your work. All the information you need is right there in Jira, including all the fields, descriptions, attachments, and comments changed in other tools
  • You don’t need to communicate about an issue in chats, emails or status meetings! All communication can take place and be seen within Jira comments, even when colleagues enter their replies in other tools   

Integration can also tie together multiple Jira instances, even if they are at different version levels, and have them working as one. The same is true for coordinating work between on-prem instances and on-demand instances running in parallel and supporting migration between the two.  

Supported Extensions

Atlassian offers a wide variety of applications and plug-ins that are supported by the Atlassian Jira connector.

Jira Core

Jira Core is the default application of the Jira platform, and will always be present in a Jira instance. It includes Jira core functionality, such as users, business projects, and workflows, and its main work item types are tasks and sub-tasks.

Jira Software

Jira Software includes users, software projects, and workflows, and its main work item types are tasks, sub-tasks, stories, bugs, and epics.

Jira Service Management 

Jira Service Management (formerly Jira Service Desk) includes users, service projects, and its main work item types are change, access, purchase, IT help, fault, new feature, improvement, incident, problem, and service request.

Service Desk Type Mappings

The Service Desk Type Mappings field enables you to create a Service request for artifacts synchronized into a Service project by specifying the Jira and Service Management artifact type pairs for each project.

When specifying artifact type pairs, please use the following format:

  • Project A: Artifact Type in Service Management = Artifact Type in Jira, Artifact Type in Service Management = Artifact Type in Jira; Project B: Artifact Type in Service Management = Artifact Type in Jira

Example:

  • Project A: Get IT help = Service Request, Report a system problem = Incident; Project B: Upgrade or change a managed system = Change, Report a system problem = Incident

Good to Know:

  • If the following characters are included in the project or artifact type names (: ; , =), they must be escaped with a preceding backslash (\).
  • If an invalid value is provided (e.g., misspelled projects, missing projects or artifact type names), a detailed error message will appear and the debug output will diagnose the error. 
  • If a project name is incorrect, it can still be mapped. However, as it is possible to create two Service Management types with the same name and different case, the type name must match the case or Hub will be unable to map it. 
  • If you create a Service request type with extra spaces before and after the name, an error will appear and will need to be diagnosed by the error message and debug output.

Please see details below regarding Jira Service Management limitations. 

Jira Data Center

Please see configuration details below if using Jira Data Center.

Zephyr Squad Plugin 

Zephyr Squad augments Jira's capabilities with test management. Hub’s Atlassian Jira Connector provides support for Zephyr ‘Test’, 'Test Cycle' and ‘Test Execution’ artifacts. Test Artifact (without the "special" test model pieces) is supported as a regular issue type as well.

Note: Hub does not support 'Test Steps' within the 'Test' artifact.

Requirements:

  • The Zephyr for Jira Add-On is installed and licensed for ‘Test Execution’ support.
  • The ZAPI Add-On is installed and licensed.
  • Hub repository settings are set with a user with permissions to use the Zephyr API (ZAPI).
  • For Zephyr Cloud, the Zephyr Access Key and Zephyr Shared Secret Key must be provided in the Hub repository settings. These can be created in the Jira Administration settings under Add-Ons, ZAPI.

Note: In Zephyr for Jira Cloud versions 7.1.1 and later, the ZAPI add-on is no longer supported and will not be required for the Zephyr Squad plugin.

The 'Test Cycle' and ‘Test Execution’ artifact types are only visible if the above requirements are met and the associated project has the ‘Test’ type enabled. Similarly, you will only be able to execute Test Cycle and Test Execution queries if the above requirements are met.

Note: Test Cycle, Text Execution, and Test Artifacts are available in Hub UI, but not fully supported. Please contact support with any questions.

Jira Agile Plugin

Jira Agile is one of the most common plugins in the marketplace and has become an out-of-the-box piece of Jira Software installation since the 6.3.1 version. This means that if you are on a version later than 6.3.1, you likely did not even have to install the Agile plug-in, as it was automatically installed along with Jira Software. This plugin enables features for easy day to day work management with scrum/agile/Kanban processes. The plugin also creates various custom fields.

Some of the following Jira Agile fields are created by the plugin:

  • Jira Agile Sprint Field
    • Note: This field is read-only in Planview Hub versions 18.3 and earlier / Tasktop Sync versions 4.15 and earlier. You can learn more in the FAQ below.
  • Epic Status
  • Epic Name
  • Epic Link

Jira nFeed Plugin

The Jira connector supports nfeed fields. Note that nFeed user fields are read-only.

Dynamic Forms for Jira

Planview Hub supports synchronizing dynamic custom fields via the Dynamic Forms for Jira Plug-in. 

  • Dynamic Forms fields Select, Cascading Select, Radio Buttons, and Checkbox fields are writable.
    • Please see details below regarding cascading select fields.
  • Bundled fields are read-only.

Jira Crowd

Atlassian Crowd enabled SSO is supported in the Hub versions listed above. When setting up the Crowd server in the customer environment, the instructions outlined in this guide must be followed.

The Hub user created through Crowd should have the same Jira permissions as recommended for the regular Hub user. 

Users should review the Atlassian SSO troubleshooting guide to troubleshoot any network issues relating to SSO. If the Hub user is unable to authenticate, the first step should be to try to log in via the Jira UI. If the user is unable to authenticate through the UI, it implies that there are issues with the way Crowd SSO is set up in the customer environment.

iRise Plug-in for Jira

The iRise Plug-in for Jira allows you to render up-to-date iRise screen thumbnails directly on the corresponding artifact in Jira cloud. To use the plug-in with your Jira-iRise integration, follow the instructions below:

  1. Install the iRise Plug-in for Jira to your Jira cloud instance.
  2. Create a string field in your Hub model called 'iRise Prototype.'
  3. On the iRise side, map that model field to the 'Chapter Simulation URL' location field.
  4. On the Jira side, create a custom string field called 'iRisePrototypeURL,' and map it to the 'iRise Prototype' model field in Hub.
  5. On the Field Flow screen for your iRise-Jira integration, update the field update frequency on the Jira side to 'always update.'
    Field Flow Configuration
  6. Run your integration.
  7. On the Jira artifact, copy the link from the 'iRisePrototypeURL' field and paste it into the iRise plug-in field. Then click 'Attach screen.'
  8. You will see the screen thumbnail for the iRise artifact rendered directly within Jira.

Copy iRisePrototypeURL into iRise Plug in Field and Click 'Attach Screen'

Screen Thumbnail Will Render

Jira Project Specific Select Field Plug-in

Planview Hub: 21.1.0 and later

Planview Hub supports synchronizing the following custom fields via the Project Specific Select Field Plug-in: Single, Multi, and Simple.

Requirements Management for Jira Plug-in (R4J)

Requirements Management for Jira: 4.3.3 and later

Planview Hub supports synchronizing the relationship fields Child Requirements and Parent Requirements for the R4J plug-in.

Hub also supports R4J Folders as container type artifacts.

Note: This artifact and any related fields will only be visible if the R4J plug-in has been enabled on the server and for the projects in the collection.

  • A regular Jira issue in R4J can have multiple parent folders (if the parent folders are not in the same project), but a folder can only have one other folder as its parent.
  • The 'Parent Folder' field exists as a container link field on folder type artifacts, and a 'Parent Folders' field has been added as a multi-container link field on regular Jira artifacts.

Note: The supported relationship fields do not support change detection, therefore, a full scan is required to pick up changes for these fields.

See Functional Limitations table below for limitations regarding this plug-in.

Jira Tempo Plug-in

Planview Hub: 21.1.0 and later

Tasktop Sync: 4.25 and later

Jira Tempo: 8.13-15.2.1

Planview Hub supports synchronizing the Team and Account fields for the Jira Tempo plug-in.

  • For a team to appear as an option for the Team field for a project, the Hub user must be added to each team as a member or as part of a group, and the project must be linked to it.

  • For the Account field, the account must be linked with the project.
  • For Hub to write to a Tempo field, the field must be added to the Jira edit screens for each project and type used in integrations.

The Tempo Cloud API Token field allows you to retrieve the actual Jira author on worklogs when retrieving worklogs created with the Tempo plugin on Jira Cloud. 

Note: If the provided Tempo token is not valid, an error will be thrown when retrieving Tempo worklogs. If no Tempo token is provided, worklogs will be retrieved without using the Tempo API and any Tempo created worklogs will have 'Tempo Timesheets' set as the author.

To create a Tempo API token for your user, open the Jira Tempo App and navigate to Tempo > Settings. Then, scroll down to Data Access and select API integration.

 Note: The only access required for the token is View Worklogs access.

Advanced Roadmaps for Jira Data Center Plug-in (on-prem)

Planview Hub: 21.4 and later

Tasktop Sync: 4.28 and later

Planview Hub supports the Team and Parent Link fields for the Advanced Roadmaps (formerly Jira Portfolio) plug-in.

Note: The Hub user created through Advanced Roadmaps must be granted Advanced Roadmaps shared team management permissions. To list non-shared projects/teams, you must also have Advanced Roadmaps user permissions.

Label Manager for Jira Plug-in

Planview Hub: 22.2 and later

Tasktop Sync: 4.30 and later

Planview Hub supports synchronizing the Label Manager fields for the Label Manager for Jira plug-in.

Note: Hub does not support label colors or the “Label Manager Progress” custom field type.

See Functional Limitations table below for limitations regarding this plug-in.

For more information, refer to Jira documentation here.

Xray Test Management for Jira Plug-in

On-prem

Planview Hub: 22.2 and later

Xray Test Management For Jira: 6.21 

Hub’s Atlassian Jira Connector provides support for the following Xray artifacts:

  • Xray Test (as Test Case)

  • Test Set

  • Test Plan

  • Test Execution

  • Sub Test Execution

  • Pre-Condition

  • Xray Test Run

  • Test Repository Folder (as Container artifact)

Note: Some custom fields are read-only.

Manual Tests are supported with the following limitations:

  • Custom types, Generic and Cucumber are only partially supported

  • Scenario Type and Scenario are read-only

  • Definition is read-only

Test Steps are supported with the following limitations:

  • Reorder of Test Steps is not supported by the API

  • Test Call in Test Step is not currently supported

  • Only the following default fields are currently supported:

    • Test Step Action (Required)

    • Expected Result

    • Data

  • All custom fields are not supported

  • Updates to the Test Step performed via the API do not mark an artifact as updated.

    • Note: This does not affect updates done via the UI.

Test Runs are supported with the following limitations:

  • Attachments are not supported

  • Test Step Results on Test Runs are not supported

  • Defects Associated With a Test Run are not supported

Additionally, cross-artifact linking between Xray types are supported, including:

  • Xray Test

    • Pre-Conditions associated with a Test

    • Test Plans associated with a Test

    • Test Sets association with a Test

    • Test Repository Path

    • Test Execution Associated
  • Test Plan

    • Tests Associated

    • Test Execution Associated

  • Test Set

    • Test Associated

  • Pre Condition

    • Test Associated

  • Test Execution

    • Test Associated

Cloud

Planview Hub: 22.4 and later

Note: Xray Cloud Client ID and Xray Cloud Client Secret must be provided in the Hub repository settings.

Hub’s Atlassian Jira Connector provides support for the following Xray artifacts:

  • Xray Test (as Test Case)

  • Test Set

  • Test Plan

  • Pre-Condition

  • *Xray Test Run (as Test Result)

*Xray Test Runs are only supported in Planview Hub version 23.4+.

Note: To detect these types, the descriptions of the types should not be changed from default.

Xray Tests are supported with the following limitations:

  • Updates to test steps require the test to have a test type where the kind is “Steps” (ex. Manual)

  • Updates to unstructured definition require the test to have a test type where the kind is “Unstructured” (ex. Generic)

  • Updates to the gherkin scenario require the test to have a test type where the kind is “Gherkin” (ex. Cucumber)

Test Steps are supported with the following limitations:

  • Reorder of Test Steps is not supported by the API

  • Test Call in Test Step is not currently supported

  • Only the following default fields are currently supported:

    • Test Step Action (Required)

    • Expected Result

    • Data

  • All custom fields are not supported

  • Updates to the Test Step do not mark an artifact as updated

Xray Test Runs are supported with the following limitations:

  • The 'Started On,' 'Finished On,' 'Assignee,' and 'Executed By' fields cannot be emptied once set.

  • The 'Finished On' field cannot be updated until the Test Run’s status is in a final state.

  • Test Run Steps are supported as read-only fields.

Additionally, cross-artifact linking between Xray artifact types are supported, including:

  • Xray Tests link to:

    • Pre-Conditions associated with a Test

    • Test Plans associated with a Test

    • Test Sets association with a Test

  • Test Plans link to:

    • Tests associated with Test Plan

  • Test Sets link to:

    • Test associated with Test Set

  • Preconditions link to:

    • Test associated with Precondition

  • *Test Executions and Sub-Test Executions link to:

    • Test Plans

    • Test Runs

    • Tests

  • *Tests link to:

    • Test Runs/Executions

  • *Test Plans link to:

    • Test Executions

  • *Test Runs link to:

    • Defects

*Cross-artifact linking for these artifact types are only supported in Planview Hub version 23.4+.

Note: Xray Cloud fields do not support change detection.

Jira Plug-ins (other)

Fields created by other plug-ins may be exposed in Hub as read-only fields. These are typically fields that are added to the normal Jira artifact UI by the plug-in (i.e., a field that is displayed within the typical Jira defect UI). Fields created by unsupported plug-ins that are included in totally new UI sections in Jira, on the other hand, will likely not be exposed in Hub.

 


 

Connector Setup Details

This section describes the basic steps needed to prepare your Atlassian Jira instance for use with supported Planview products. Note that additional fields for synchronization or configuration of queries may be required depending on the requirements of your integration.

Minimal User Permissions & Hub User

We recommend that you create a new user within your external tool, to be used only for your Hub integration. This is the user information you will enter when setting up your repository connection within Planview Hub. By creating a new user, you will ensure that the correct permissions are granted, and allow for traceability of the modifications that are made by the synchronization. 

In general, your Hub user account should have sufficient permissions to create, read, and update artifacts in your repository. However, depending on the use case, your user may need different permissions. For example, if you are only interested in flowing data out of your repository, your user may not need to have full CRUD access, as the 'create' and 'update' permissions may not be needed.

Your user should have a secure password or token. Please be aware that Hub will not allow you to save a repository connection utilizing a weak password/token, such as 'tasktop.'

See instructions on how to create a new Hub user in Atlassian Jira.

List of minimal user permissions:

Note: The minimal user must be a member of the group and have the following permissions at the project level.

 

jira-user

Project Permissions

Browse Project

Issue Permissions

Create issues
Link Issues
Set Issue Security
Transition Issues

Voters & Watchers Permission

 

Comments Permissions

Add Comments
Edit Own Comments

Attachment Permissions

Create Attachments

Time Tracking Permissions

Edit Own Worklogs

Work On Issues

Global Permissions

Browse Users and Groups

(if using Jira Cloud or Zephyr Cloud after 3/31/19)

Note: We recommend setting the Hub user in Jira's language to English to prevent errors upon synchronization.

Please see additional details below on the following:

Connecting to the Jira Repository

Standard Authentication

Required Fields:

Standard Authentication (Via AWS Secrets Manager)

This authentication method uses Standard Authentication to authenticate with Jira, with the actual credentials being retrieved from the customer’s AWS Secrets Manager. The application connects to AWS Secrets Manager to retrieve the username and password, and then uses those to authenticate with the Jira repository via Standard Authentication.

  • Note: This authentication method is only applicable for on-premises agents. It will not work for cloud agents. It is also only applicable for Jira Data Center as Jira Cloud does not support Standard Authentication. 

Prerequisites: 

  • The on-premise agent should be deployed in the customer’s AWS account in the same region as the customer’s AWS Secrets Manager service that holds the Jira credentials 
  • The machine hosting the agent must possess IAM Role permissions to access the necessary AWS Secrets Manager secret. 
  • Customer managed keys created in AWS Key Management Service (KMS), used for encrypting secrets, should be created in the same AWS account and region

Required Fields: 

  • Location/Connection URL
  • AWS Region 
    • The region can be determined from the AWS Secrets Manager console where the Secret is created.
    • Examples of input: us-east-1, us-west-2, etc. 
  • AWS Secret Name 
    • The AWS Secret Name is the title by which the secret is created on the AWS Secrets Manager console. 
    • The username and password must be created in that secret with keys “username” and “password” respectively. 
    • Below is a screenshot of an example from the AWS Console: 

      clipboard_ef3cb7704f32b2c6f1e2f6c8fdfd9cfb7.png

Please see the following demo video for more information:

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Note: Atlassian will be deprecating basic authentication with passwords and cookie-based authentication for Jira Cloud by December 1, 2018. Users must configure a Hub repository authentication method other than Standard Authentication, such as Email Address and API Token Authentication (Jira Cloud only) by that time for Jira Cloud instances. See Atlassian notice here.

Learn more about how to set up your repository in Planview Hub here. 

Screenshot 2023-09-08 at 3.06.42 PM.png

Authentication Chain: Basic Authentication with Two Way SSL

Required Fields:

  • Location/Connection URL

  • Certificate (.p12)

  • Certificate Password

  • Username (for Jira)

  • Password (for Jira)

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-09-08 at 3.09.15 PM.png

Email Address and API Token Authentication (Jira Cloud only) 

Atlassian Jira Cloud only

 

Required Fields:

  • Location/Connection URL

  • Email Address

    • The email address used to create the API token

  • Jira API Token

    • You can learn how to create an API Token in Jira here

    • The token can only be accessed once via the Atlassian website during this setup phase. If you lose the contents of the token, you must revoke the token and start from the beginning.

    • If the token is revoked on the Atlassian website, you must create a new token and update the Hub settings.

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-09-08 at 3.10.56 PM.png

OAuth 1.0a Authentication

Atlassian Jira: 7.0 and later

 

Required Fields:

  • Location/Connection URL

  • Consumer Key

    • The consumer key set up using the instructions below.

  • Authorization User ID

  • Authorization Password

    • The password for the Authorization User ID.

  • Private Key

    • The jira_privatekey.pcks8 you created in the steps outlined below. As an example, if the private key looks like the following: 

-----BEGIN PRIVATE KEY-----
12345
abcde
-----END PRIVATE KEY-----

Note: You only have to copy/paste the 12345abcde text. Hub will handle with the line wrap characters for you.

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

See additional instructions below.

Screenshot 2023-09-08 at 3.13.12 PM.png

Public/Private Key Set-up

Before any configuration of Jira or Hub can occur, public and private keys must be created if you have not done so already. The public keys will be configured into Jira. The private key will be used by Hub during REST requests.

Prerequisites: You must have openssl installed (http://www.openssl.org)

These steps should be followed if you want to set up your own:

  1. Open a command prompt.
  2. In the command prompt, run the following:
openssl genrsa -out jira_privatekey.pem 1024
openssl req -newkey rsa:1024 -x509 -key jira_privatekey.pem -out jira_publickey.cer -days 365
openssl pkcs8 -topk8 -nocrypt -in jira_privatekey.pem -out jira_privatekey.pcks8
openssl x509 -pubkey -noout -in jira_publickey.cer  > jira_publickey.pem

The files generated will be in the current directory. You will need to refer to these files in the subsequent steps.

Jira Configuration Steps

The following are the steps to be followed to configure a Jira 7.0 instance:

  1. Log into the Jira administration console as a user with administration rights.

  2. Click on the cog icon and select the Application configuration.

  3. From the Application configuration, select Application Links.

    1. This configuration may be also available under Add-Ons depending on the version of Jira that you are using.

  4. In the text box that says Enter the URL of the application you want to link, enter any URL that represents Hub (e.g., https://hub.tasktop.com/). This does not have to be a valid URL. It is used just for descriptive purposes.

    1.  Application Link Field

  5. On the first screen of the Link Applications dialog, enter anything you want in the fields. The important part is you ensure the Create incoming link checkbox is checked. 

    1. Link Applications Dialog

  6. Press Continue.

    1. The Incoming Authentication dialog will appear

  7. Enter the following:

    1. Consumer Key (A unique string to identify Hub. Record this value as it will be needed by Hub to send as part of REST requests)

    2. Consumer Name (A short name describing Hub)

    3. Description (optional)

    4. Public Key (the contents of the jira_publickey.pem you generated above)

      1. As an example, if the text below were the public key, you would copy/paste the abcdef12345 text into the field. You do not have to worry about stripping line wrap characters as Jira will do it for you.

        -----BEGIN PUBLIC KEY-----
        abcdef
        12345
        -----END PUBLIC KEY-----
  8. Save and close.

Legacy Basic Authentication

Planview Hub: 20.2.3 and later

 

Required Fields:

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-09-08 at 3.15.11 PM.png

Personal Access Token (On Premise only)

Planview Hub: 22.3.5 and later

Jira Core: 8.14 and later

Jira Software: 8.14 and later

Required Fields:

  • Location/Connection URL

  • Jira Personal Access Token

    • You can learn how to create an API Token in Jira here.

    • The token can only be accessed once via the Atlassian website during this setup phase. If you lose the contents of the token, you must revoke the token and start from the beginning.

    • If the token is revoked on the Atlassian website, you must create a new token and update the Hub settings.

Optional Fields:

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-09-08 at 3.16.56 PM.png

OpenID Connect Private Key Signed JWT Authentication

Note: Jira does not support this authentication method on its own. The following plug in can be used to support this authentication method.

Required Fields

  • URL for OpenID Connect credentials

  • OpenID Connect client ID

    • The client ID registered with the authentication server.

    • The client must have the client credentials grant type enabled.

    • The client must have registered the public certificate given in the “RSA certificate and private key (.p12)” field

  • OpenID Connect scope

  • Public Certificate

    • A PEM encoded public certificate of the private key being used to sign JWTs included in the requests client_assertion parameter

  • RSA Private Key

    • A PEM encoded PKCS8 private key used to sign JWTs included in the requests client_assertion parameter.

Optional Fields

  • Resource Parameter
    • The Open ID Connect resource parameter sent in the access token request.

    • Required for versions of Microsoft AD FS prior to 2019.

  • Key ID
    • The “kid” header of the JWT sent in the access token request.

  • Zephyr Access Key (see details above)

  • Zephyr Shared Secret (see details above)

  • Xray Cloud Client ID (see details above)

  • Xray Cloud Client Secret (see details above)

  • Tempo Cloud API Token (see details above)

  • Service Desk Type Mappings (see details above)

  • Attachment URL: This field is used to fetch attachments from an alternate URL.

    • Note: The Attachment URL should only contain the base URL.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.

    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 

 

SSO Authentication

Additionally, Jira supports the following SSO implementations:

  • Script (HTTP cookies)
  • X.509 Certificate

Learn more about how to set up your repository in Planview Hub here. 

 


Configuration Details for Jira Data Center 

Load Balancing

When a web application such as Jira requires horizontal scalability, a load-balancing solution is often used to aggregate the network traffic from a pool of web application servers. The solution may be referred to by one of the following labels:

  • Load-balancer
  • Reverse-proxy
  • Application delivery controller (ADC)

Services configured on these solutions usually consist of three common components:

  • listener or virtual server
  • pool or cluster of web servers or nodes
  • A health check

The listener is the part of the solution that receives incoming browser requests. It may optionally be configured to perform SSL/TLS termination or offload. The pool component handles connections to the individual web application servers. The health check (if in use) will perform active tests of each of the individual application servers to determine whether or not they should be sent traffic. The health state of each web server combined with the load-balancing algorithm determine which web server receives an individual browser request.

Most load-balancing solutions offer a choice of different algorithms to use. Determining which algorithm to use may require some trial-and-error tuning and is not the subject of this documentation; what is most important when configuring a load-balancing solution for a stateful application like Jira is that all requests originating from a browser or test framework terminate at the same web server for the duration of the application session. The reason for this is that the web server (Jira in this case) creates a new session for each request that does not already belong to a valid session. Session management in the case of Jira is handled by Java's web application framework, and relies on the use of the JSESSIONID HTTP cookie to track all of a user's activities including authentication. The scope of each session is limited to the web server that created the session; Jira application servers do not see the sessions created by other Jira application servers.

To ensure that an application server is always sent the requests belonging to sessions that it creates, the load-balancer must support sticky sessions or session persistence. Apache, HAProxy and NGINX (the community/free version) can each be used to distribute traffic to a Jira Data Center, but they each perform session persistence in different ways:

  • Apache::mod_proxy
    • The jvmRoute parameter is passed to each Jira cluster member. This causes the JVM for each cluster member to append the value of jvmRoute to the JSESSIONID cookie (delimited with a ".").
    • Each Jira cluster member is added to a group as a BalancerMember. The route parameter of each BalancerMember is set to the same value of jvmRoute that was passed to each corresponding Jira instance.
    • mod_proxy checks the JSESSIONID cookie for each request for a route and sends each matching request to the corresponding BalancerMember.
  • HAProxy
    • Does not require jvmRoute to be set on each Jira instance.
    • Adds a server identity prefix to a Set-Cookie response header, for a named cookie (the cookie does not need to be JSESSIONID).
    • Checks the named Cookie header from the request for a server identity and sends matching requests to the corresponding JIRA instance.
  • NGINX
    • Does not support cookie-based persistence without a commercial subscription.
    • ip_hash load-balancing ensures session persistence, but may result in uneven distribution of traffic.

Jira and JVM

According to the official documentation, the JVM / Tomcat environments for each cluster member will, in addition to having a jvmRoute (Apache only), require some configuration in order to work behind a reverse-proxy server. The following tasks will need to be performed:

  • Set the Base URL for Jira to match the URL of the load-balancer (done via the user interface).
  • Set the proxyName for the Connector in the server.xml file to match the Base URL (and load-balancer).
  • Set the proxyPort for the Connector in the server.xml file to match the port number in the BaseURL.

In the following example server.xml file, we are interpolating the values for proxyName and proxyPost from the CATALINA_OPTS environment variable string eg. -Dconnector.proxyPort=8080 -Dconnector.proxyName=jira.localdomain. In this example, jira.localdomain should resolve to the external-facing side of the load balancer. If the load-balancer is a name-based virtual server, the ServerName parameter for the virtual server should match.

<?xml version="1.0" encoding="utf-8"?>
<!--
  Licensed to the Apache Software Foundation (ASF) under one or more
  contributor license agreements.  See the NOTICE file distributed with
  this work for additional information regarding copyright ownership.
  The ASF licenses this file to You under the Apache License, Version 2.0
  (the "License"); you may not use this file except in compliance with
  the License.  You may obtain a copy of the License at

      http://www.apache.org/licenses/LICENSE-2.0

  Unless required by applicable law or agreed to in writing, software
  distributed under the License is distributed on an "AS IS" BASIS,
  WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  See the License for the specific language governing permissions and
  limitations under the License.
-->
<Server port="8005" shutdown="SHUTDOWN">
    <Listener className="org.apache.catalina.startup.VersionLoggerListener"/>
    <Listener className="org.apache.catalina.core.AprLifecycleListener" SSLEngine="on"/>
    <Listener className="org.apache.catalina.core.JreMemoryLeakPreventionListener"/>
    <Listener className="org.apache.catalina.mbeans.GlobalResourcesLifecycleListener"/>
    <Listener className="org.apache.catalina.core.ThreadLocalLeakPreventionListener"/>

    <Service name="Catalina">
        <!--
         ==============================================================================================================
         HTTP - Proxying Jira via Apache or Nginx over HTTP

         If you're proxying traffic to Jira over HTTP, uncomment the below connector and comment out the others.
         Ensure the proxyName and proxyPort are updated with the appropriate information if necessary as per the docs.

         See the following for more information:

            Apache - https://confluence.atlassian.com/x/4xQLM
            nginx  - https://confluence.atlassian.com/x/DAFmGQ
         ==============================================================================================================
        -->
        <Connector port="8080" relaxedPathChars="[]|" relaxedQueryChars="[]|{}^&#x5c;&#x60;&quot;&lt;&gt;"
                   maxThreads="150" minSpareThreads="25" connectionTimeout="20000" enableLookups="false"
                   maxHttpHeaderSize="8192" protocol="HTTP/1.1" useBodyEncodingForURI="true" redirectPort="8080"
                   acceptCount="100" disableUploadTimeout="true" bindOnInit="false" scheme="http"
                   proxyName="${connector.proxyName}" proxyPort="${connector.proxyPort}"/>


        <Engine name="Catalina" defaultHost="localhost">
            <Host name="localhost" appBase="webapps" unpackWARs="true" autoDeploy="true">

                <Context path="" docBase="${catalina.home}/atlassian-jira" reloadable="false" useHttpOnly="true">
                    <Resource name="UserTransaction" auth="Container" type="javax.transaction.UserTransaction"
                              factory="org.objectweb.jotm.UserTransactionFactory" jotm.timeout="60"/>
                    <Manager pathname=""/>
                    <JarScanner scanManifest="false"/>
                    <Valve className="org.apache.catalina.valves.StuckThreadDetectionValve" threshold="120" />
                </Context>

            </Host>
            <Valve className="org.apache.catalina.valves.AccessLogValve"
                   pattern="%a %{jira.request.id}r %{jira.request.username}r %t &quot;%m %U%q %H&quot; %s %b %D &quot;%{Referer}i&quot; &quot;%{User-Agent}i&quot; &quot;%{jira.request.assession.id}r&quot;"/>
        </Engine>
    </Service>
</Server>

Apache

Configuring cookie-based persistence with Apache requires the extra step of setting the jvmRoute on each of the Jira servers.

For example, at Hub, we use Jira Data Center installed on Docker Containers in our test environment. We pass the jvmRoute parameter to the JVM for each container using the CATALINA_OPTS environment variable eg. -DjvmRoute=jira-a. Alternatively, jvmRoute can be added to the Engine context of the conf/server.xml. Assuming there are two Jira instances named jira-aand jira-b, our Apache configuration should contain the following:

ServerName jira.locadomain
<Proxy "balancer://jira">
  BalancerMember "http://jira-a:8080" route=jira-a
  BalancerMember "http://jira-b:8080" route=jira-b
  ProxySet stickysession=JSESSIONID
</Proxy>
ProxyPreserveHost On
ProxyPass         "/" "balancer://jira/"
ProxyPassReverse  "/" "balancer://jira/"

HAProxy

Since HAProxy does not (is not able to) read server names from the tail-end of the HTTP cookie set by Jira's jvmRoute, jvmRoute does not need to be passed to the Jira servers. There are several different ways that HAProxy can be configured to perform session persistence eg. using different cookie names. The following example instructs HAProxy to add a prefix to the JSESSIONID cookie value eg. s1 or s2, depending on which server was initially selected by the load-balancing algorithm.

defaults
    mode http
    timeout connect 5000ms
    timeout client 50000ms
    timeout server 50000ms

frontend ft_web
  bind 0.0.0.0:80
  default_backend bk_web

backend bk_web
  balance roundrobin
  cookie JSESSIONID prefix nocache
  server s1 jira-datacentre-node-a:8080 check cookie s1
  server s2 jira-datacentre-node-b:8080 check cookie s2

NGINX

There is only one way to ensure session persistence with the free version of NGINX: Change the load-balancing algorithm from round-robin to ip-hash. The documentation states that the sticky directive is only available with a commercial license.

upstream jira-cluster-lb {
    ip_hash;
    server jira-a:8080;
    server jira-b:8080;
}

server {
    listen 80;

    location / {
       proxy_buffer_size 8k;
       proxy_set_header Host $http_host;
       proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-Server $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_pass http://jira-cluster-lb/;
       client_max_body_size 10M;
    }

}

Troubleshooting

User login attempt fails with no error

Lack of functional session persistence manifests as an inability to log in. The sequence diagram below illustrates a simplified version of what happens at the HTTP level.

Broken Sequence

Redirects and links are broken

If either the Site URL (in Jira) or the proxyName and proxyPort parameters are not set to match the DNS name of the Jira service, URLs inside the application may be incorrect, and the site may try to redirect you to individual JIRA instances instead of the load-balancer.

References

For additional details, please see the Official Atlassian guide for Jira Data Center load-balancing.

           

Creating a Proxy Association Attribute (Tasktop Sync)

What is Proxy Association Attribute?

A custom string attribute is recommended to be used as the proxy association storage. Tasktop Sync needs to keep track of the association between a task and its proxy task. The association is persisted in a proxy store allowing the synchronization to be restored if there is any catastrophic failure of Tasktop Sync. 

A proxy association attribute must be created for each artifact type to be synchronized.

The Proxy Association Attribute field must be a text/string type field in your ALM repository. We recommend creating this field with the name "Tasktop Sync Proxy."

To create a custom string field in Atlassian Jira  - see instructions here.

Additional Instructions: 

  • You will need administrator rights to create a custom field
  • Make sure to use Text Field (multi-line) type field
  • Please note that due to a Jira API limitation, you need to add the Tasktop Sync Proxy field visible on your screen, otherwise Tasktop Sync cannot write into this field. 
  • Apply this custom field to ALL projects and ALL Issue types that will be participating in an integration

           

           

Initialization and Change Queries (Tasktop Sync)

Tasktop Sync uses queries in the ALM systems to determine the artifacts to synchronize and detect changes in the system.

The initialization query represents the full set of artifacts to synchronize and is only run on initial configuration or manually.

The changes query should be defined the same as the initialization query but include some time scoping information (e.g. last 7 days) as this is the query that is executed on the defined schedule to detect changes. In many cases, these queries can be defined in the ALM system, providing the power of the built-in filters to properly scope the synchronization. If this is not possible, Tasktop Sync provides other mechanisms for filtering items in scope. 

With Jira, the queries can be created using the Jira Web UI by creating saved queries. Further, these saved queries are retrieved and executed by Tasktop Sync. 

Note: We recommend logging into the Jira instance and creating these queries with the Sync user as they should remain private to only that particular user. 

Query

Instruction

Initialization Query

Create a filter that will match the scope of the artifacts to be synchronized. See instructions here on how to create a filter and save it for usage in Sync. Choose a name that will be easy to recognize when configuring Tasktop Sync. For example "Tasktop Sync - Cobra Project Jira - Recently Modified Defects”.

Changes Query

For the changes query in Jira, start with the filter defined for the initialization query and add “Updated” as your condition.

Note: Please note that you need to select the greater equal (>=) option and then “-2d” as your condition:  updated >="-2d" 

This will scope the query to only include items modified since yesterday. This could be changed to Updated >="-1d" to have a smaller change window or Updated >="-7d" to have bigger change window. 

Once the conditions are filled out, click on Search button in the right-hand pane, run your query and give the filter a name and click “Save AS” to have it stored as a saved query. 

For example, to get the tasks that have changed in the past two days, use: project = DEMO AND issuetype = Bug AND updated >= "-2d" 

When the Changes Query is created, make sure that the time scoping works properly before using it in Tasktop Sync. 

           

 


Other Configuration Settings

Note about Next-Gen Projects

In Fall 2018, Jira added support for Next-Gen projects to Jira cloud. Please note that Hub only provides limited support for Next-Gen projects on Planview Hub. 

Please see the section below for detailed limitations. 

Enabling Fields to be Synchronized in Jira 

Due to API restrictions in Jira, Hub requires that all fields to be synchronized are present on the default screen. If a field is not available on the default screen, Hub may be unable to interact with the field. Adding a field to the default screen is a simple operation and ensures that it is visible in the default view of the issue without going to the edit screen. 

Note: Due to an API limitation in Jira, hidden fields are not supported in Planview Hub. 

Updating Closed Jira Issues 

By default, once an issue is closed in Jira, it cannot be modified by a Jira user or administrator, and therefore also cannot be modified by Hub. In this scenario, the Jira API will not return an error, leading Hub to believe that the update occurred as expected, even though the value(s) were not saved.

To ensure that Hub can write to closed Jira issues, we highly recommend allowing the Hub user to edit closed records. To do this, create a group in Jira (e.g., 'Edit Closed Issues') that contains all users (including the Hub user) that you would like to be able to edit closed issues:

In Jira Workflow management: 

  • Add the following to the properties of the Closed state: 
    • jira.permission.edit.group = Edit Closed Issues 
  • Remove the following from the properties of the Closed state: 
    • jira.issue.editable = false 
  • Publish workflow draft 

All users that are in the "Edit Closed Issues" group should now be able to make modifications to closed issues. Additional details can be found on the Atlassian website. 

Note: This functionality is not supported with the pre-3.5 version of the Jira connector. 

Note: In Hub, comments are read-only for closed Jira issues. Comments cannot be added to closed Jira issues using Hub although they are editable through the Jira web interface. 

Cascading Select Fields 

A cascading select is composed of 2 select fields that share a relationship, in which the options of the 2nd select depend on the selected option of the 1st select. Since Hub is not aware of field dependencies, there are two important implications to be aware of when flowing artifacts to Jira:

  1. When an event changes the child select option, if the option is not within the same parent select option, the event will fail
    1. Example: Changing from option 1.2 to option 1.3 works, since they are both options from the same parent (option 1)
    2. Example: Changing from option 1.2 to option 2.2 fails, since option 2.2 belongs to a different parent than the current selected option.
  2. When an event changes the parent select option, if the child select option is selected and is not being changed to a valid option, the event will fail.
    1. Example: Changing parent select from option 1 to option 2 while the artifact has child select option 1.2 will fail, since option 1.2 is not a valid option for option 2
    2. Example: Changing parent from option 1 to option 2 and changing child select to option 1.2 to option 2.2 will succeed, since the options being changed are valid (option 2 has a child option 2.2)

NoteReading of cascading-single-select fields requires that the Hub user have editable access to the artifact in Jira. This includes when the artifact is in a closed state (see notes on updating closed Jira issues).

Active or Future Sprint Fields

The Jira API provides some information about Assigned Sprints for the Active or Future Sprint field, however, for Past/Closed Sprints, the information provided is not valid. As a result, Planview Hub needs to be configured to use the Sprint field as a source of information for Past/Closed Sprints.

The Active or Future Sprint field will apply one of the following values depending on what Sprint the artifact is scheduled under:

  • Backlog = null / empty
  • Active = <active sprint name>
  • Future = <future sprint name>
  • Past or Closed Sprint = null / empty

Note: A Past or Closed Sprint value is not sent as part of the Active or Future Sprint field. Active or Future Sprint field values are only passed through the Jira connector for the Assigned Sprint field. 

Past or Closed Sprint

For a Past or Closed Sprint value to remain populated in the target collection, Planview Hub needs to be set to ignore the field synchronization when the artifact is set to Done in Jira.

Status Category Fields

The Status Category field represents one of four values related to the configuration of the Status field. The values of the Status Category field match the colors assigned to each Jira status and can be used to quickly describe the status of a Jira artifact.

For example:

  • To Do = Blue
  • In Progress = Yellow
  • Done = Green
  • No Category = Gray

Note: The following statuses have the same meaning as the Done Status Category: Resolved, Closed, Failed and Canceled. For certain scenarios, it may be useful to map using this field rather than using each individual status.

Comments

Planview Hub: All

Tasktop Sync: 3.5 and later

The Comment Content Type setting should be set to Confluence unless comments are configured in Jira to use the “Default Text Renderer”. When the Jira “Default Text Renderer” is configured, the Comment Content Type setting should be set to text/plain.

Learn more about how to configure comment flow in Planview Hub here

Attachments

Planview Hub: All

Tasktop Sync: 3.5 and later

The Jira connector determines attachment support in two ways:

  1. By using the attachment settings from the Jira repository
  2. Via the edit screen settings of an issue  

For attachments to be supported,

  • Attachments must be enabled via the 'Attachment Settings' under Jira Administrative Settings
  • and the Attachment field must be visible in the Field Configurations screen for the given issue

To find field configurations:

  • Go to Jira Administration -> Field Configurations
  • Click "Configure" for the appropriate field configuration
  • Ensure that the Attachment field is shown.

Learn more about how to configure attachment flow in Planview Hub here.

Time Tracking

The Jira connector supports the integration of Worklogs via a one-way out of Jira time integration.

Worklogs will be summed up per day per user and synchronized to the target repository as an aggregated time entry per user along with the artifact.

Learn more about how to configure a time tracking integration in Planview Hub here.

Person Reconciliation

For person reconciliation, the following fields are available:

Fields Used for Hub’s Default Person Reconciliation Algorithm

Field Names for Person Reconciliation Extensions

(Note that these are case sensitive)

Label in Jira

ID

person-id

Jira Cloud in Hub 19.1.2+, 4.17.2+, SRs released after 2/4/19:

    • Account ID (i.e., an alphanumeric string such as ‘abc-123-def-456’)

Jira On Prem for all versions of Hub, Jira Cloud for earlier versions than those listed above:

    • Username (i.e., ‘TasktopUser’)

Username

person-username

Jira Cloud in Hub 19.1.2+, 4.17.2+, SRs released after 2/4/19:

    • N/A -- field no longer exists in the connector

Jira on prem for all versions of Hub, Jira Cloud for earlier versions than those listed above:

    • Username (i.e., ‘TasktopUser’)

Email

(See Functional Limitations table below for details)

person-email

E-mail (i.e., name@tasktop.com)

N/A

person-display-name

Display Name (i.e., 'Tasktop User')

Learn more about how to configure person reconciliation in Planview Hub here.

Full Scan

Planview Hub: All

Tasktop Sync: 3.6 and later

Due to third party API limitations, changes to the following fields may not trigger change detection or cause a synchronization immediately. To ensure these updates synchronize, a high fidelity full scan must occur or another qualifying change must be made to the artifact:

  • Duration fields
  • Watchers field
  • Web Links
    • Search results for Jira issues do not report the correct updated timestamp if only the web links have been changed. The updated timestamp is reported correctly when fetching the artifact directly, but not in search results. This is a bug in Jira first reported in March 2013.
  • String fields on Test Cycle (cloud only)
  • Attachments on Test Execution
  • Child Requirements field (R4J Plug-In)
  • Parent Requirements field (R4J Plug-In)

Note: Test Executions and Test Cycles are available in the Hub UI, but not fully supported by Hub. Please contact support with any questions.

Learn more about how to configure change detection and full scan intervals in Planview Hub here

 


Frequently Asked Questions

See Jira connector FAQs here.

 


Supported Features

Special Features Supported

You can learn more about special features in Planview Hub here.

Feature

Custom Type Supported?

Applicable Hub Version

Applicable Repository Versions

Default Maximum Size in Repository

checkicon.png Time Worked (Worklogs)

Not_allowed.svg.png Impersonation

N/A

Tasktop Sync: 3.6 and later

Any supported repository version:

N/A

checkicon.png Comments

Not_allowed.svg.png Impersonation

checkicon.png Public/Private (Tasktop Sync & Jira Service Management Only)

N/A

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

N/A

checkicon.png Attachments

Not_allowed.svg.png Impersonation

N/A

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

2GB

Learn more about maximum attachment size here.

checkicon.png State Transitions

Yes

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

N/A

 


 

Supported Artifacts

Supported Work Items

Supported Work Item Type

Applicable Hub Versions

Applicable Repository Version

Unique URL

Story

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Bug

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Issue

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Epic

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Sub-task

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Custom Issue

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Custom Sub-task

Planview Hub: All

Tasktop Sync: 4.5 and later

Any supported repository version:

Yes

Sprint

Planview Hub: 23.1 and later

Jira Cloud No

Jira Service Management Specific Artifact Types

 

 

 

Change, Access, Purchase, IT Help, Fault, New Feature, Improvement

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Incident, Problem, Service Request, Service Request with Problem

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Zephyr Squad Specific Artifact Types

 

 

 

Test 

Planview Hub: All

Tasktop Sync: 4.7 and later

Any supported repository version:

Yes

Test Execution 

Available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Tasktop Sync: 4.7 and later

6.1, 6.3, 7.0+

Yes

Test Cycle 

Available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: 17.2 and later

Tasktop Sync: 4.10 and later

6.1, 6.3, 7.0+

No

Xray Test Management for Jira Artifact Types (On-prem)

 

 

 

Xray Test (as Test Case)

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Test Set

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Test Plan

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Test Execution

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Sub Test Execution

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Pre-Condition

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

Yes

Xray Test Run

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Xray Test Management for Jira (On-prem)

No

Xray Test Management for Jira Artifact Types (Cloud)

 

 

 

Xray Test (as Test Case)

Planview Hub: 22.4 and later

Xray Test Management for Jira (Cloud)

Yes

Test Set

Planview Hub: 22.4 and later

Xray Test Management for Jira (Cloud)

Yes

Test Plan

Planview Hub: 22.4 and later

Xray Test Management for Jira (Cloud)

Yes

Pre-Condition

Planview Hub: 22.4 and later

Xray Test Management for Jira (Cloud)

Yes

Test Run

Planview Hub: 23.4 and later

Xray Test Management for Jira (Cloud)

Yes

Learn about the difference between containers and work items in Planview Hub here

Supported Containers

Containers that can synchronize between repositories

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

Xray Test Management for Jira Artifact Types

 

 

 

Test Repository Folder

Note: Beginning in Hub version 22.4, containers can be treated as work items. Learn more here.

Planview Hub: 22.3 and later

Tasktop Sync: 4.31 and later

Any supported repository version:

No

Containers used to define the boundary of a collection

(when clicking 'Manage Projects' on a collection)

     

Projects

Note: Planview Hub provides limited support for Next-Gen Projects 

Planview Hub: All

Any supported repository version:

N/A

Containers used for artifact routing

     

Projects

Note: Planview Hub provides limited support for Next-Gen Projects

Planview Hub: All

Any supported repository version:

N/A

Learn more about containment in Planview Hub here.

 


Supported Field Types

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not synchronize properly.

Standard Field Type

Does Hub support custom fields of this type?

How is field type referenced in the repository?

Sample Repository Fields Supported

Particular Repository Fields NOT Supported

checkicon.png String

checkicon.png

Text Field (multi-line) before 17.2.1

Text Field (single line)

Summary

Installed plugin created fields - Any installed plugin can generate new fields and those fields will be supported as read-only fields until particularly supported.

 

checkicon.png Single Select

checkicon.png

Radio Buttons

Select List (single choice)

Version Picker (single version)

Select list (cascading) *as two single selects

For details on configuration, see above.

Issue Type (read-only after creation)

Priority

Project (read-only after creation)

Resolution

Status

Security Level

 

checkicon.png Multi Select

checkicon.png

Checkboxes

Select List (multiple choices)

Version Picker (multiple versions)

Project Picker (multiple projects)

Affects Version/s

Fix Version/s

Component/s

Labels

 

Not_allowed.svg.png Boolean

       

checkicon.png Date

checkicon.png

Date Picker

Due Date

 

checkicon.png Date Time

checkicon.png

Date Time Picker

Created

Resolved

Updated

 

checkicon.png Duration

Not_allowed.svg.png

 

Original Estimate

Remaining Estimate

Time Spent

 

checkicon.png Double

checkicon.png

Number field

   

Not_allowed.svg.png Long

       

checkicon.png Person

checkicon.png

User Picker (single user)

Assignee

Reporter

 

checkicon.png Persons

checkicon.png Custom Field Type Supported in:

Planview Hub 18.2 and later

Tasktop Sync 4.14 and later

User Picker (multiple users)

Supported in:

Planview Hub 18.2 and later

Tasktop Sync 4.14 and later

Watchers

 

checkicon.png Relationship(s)

Learn how to configure relationships in Planview Hub here.

checkicon.png Custom Field Type Supported in:

Planview Hub 17.4 and later

Tasktop Sync 4.12 and later

 

Relates to

Is Blocked by

Clones

 

checkicon.png Rich Text

checkicon.png Custom Field Type Supported in:

Planview Hub 17.2.1 or later

Tasktop Sync 4.0 and later

Text Field (multi-line) 

Supported in:

Planview Hub 17.2.1 or later

Tasktop Sync 4.0 and later

Environment

Description

 

checkicon.png Web Links

checkicon.png

     

checkicon.png Location

checkicon.png

URL field

   

Not_allowed.svg.png Other

     

Hidden Job Switch

Job Checkbox

 


Functional Limitations 

Category

Limitation

Applicable Hub Versions

Applicable Repository Version

Third Party API Limitation

OAuth 1.0a Authentication

In certain cases, using OAuth 1.0a authentication may result in unexpected errors.

For example, when synchronizing attachments that no longer exist, or interactions with plugins that are no longer available.

We recommend using other methods of authentication to avoid these errors.

Planview Hub: 18.2 and later

Tasktop Sync: 4.14 and later

8.9 and later

Configuration Requirement

Iteration Fields

The Active or Future Sprint (deprecated) single select field and the Active or Future Sprint relationship field cannot both be set.

Planview Hub: 23.1 and later

Jira Cloud

Good to Know

Search for Sprints

Only collection search is supported. There will be significant performance impacts if sprints are synchronized in projects with many boards.

Planview Hub: 23.1 and later

Jira Cloud

Third Party API Limitation

Sprint Boards

Only boards that are scoped to a project are supported. Boards that are only associated with a user are not supported.

Planview Hub: 23.1 and later

Jira Cloud

Third Party API Limitation

Attachments

Jira attachment filenames cannot contain the following characters: \ /"%:$?* 

If one of the restricted characters is included, it will be modified to a "_" character. Other incorrect renderings of filenames may occur (e,g., carriage returns or linebreaks in filenames).

See additional details here .

Planview Hub: All

Tasktop Sync: 3.5 and later

 

On Demand

Good to Know

Xray On-prem Custom Fields

Xray On-prem includes advanced custom field types. These field types are typically used for the standard Xray fields, but can also be used for custom fields.

Creating custom fields with these types may result in impaired functionality and unexpected behavior, even if the fields aren’t included in the integration.

Planview Hub: 22.2 and later

Xray Test Management for Jira: 6.21 and later

Third Party API Limitation

Xray Cloud Fields

Xray Cloud fields do not support change detection.

Planview Hub: 22.4 and later

Xray Test Management for Jira (Cloud)

Third Party API Limitation

Xray Test Runs

A Test Run is generated when a Test Execution is linked to a Test Case.

Due to an API limitation, Hub cannot generate multiple Test Runs for a Test Case/Test Execution pair.

Planview Hub: 22.3 and later

Xray Test Management for Jira (On-prem and Cloud)

Third Party API Limitation

Custom Label Fields

The API used to return labels on Jira Cloud will not return labels created for custom fields when retrieving the artifact schema. This means that some label values may not appear when mapping field values to the model in Hub.

As a workaround, you should set the Hub model field to accept unmapped values.

Note: All labels on individual artifacts will synchronize, as this limitation only impacts the artifact schema retrieved for the field value mapping.

Planview Hub: 22.2 and later

Jira Cloud

Good to Know

Label Manager for Jira Plug-In

If an administrator edits the pre-defined labels in their repository, the listed options for the labels in Hub may be inaccurate until the cache is refreshed.

Note: By default, Hub will automatically refresh the options within 24 hours.

Planview Hub: 22.2 and later

Tasktop Sync: 4.30 and later

Any supported repository version:

Third Party API Limitation

R4J Plug-In

If attempting to set a parent folder in the same project as a parent requirement, the existing parent requirement will be cleared. 

Planview Hub: 21.3 and later

4.3.3

Third Party API Limitation

R4J Plug-In

There can be multiple parent folders for the same child issue.

However, in some cases, this information is not correctly returned by R4J such that Hub is only able to retrieve one parent folder.

Planview Hub: 21.1 and later

4.3.3

Third Party API Limitation

R4J Plug-In

There can be multiple parent requirements for the same child requirements.

However, in some cases, this information is not correctly returned by R4J such that Hub is only able to retrieve one parent requirement.

Planview Hub: 21.1 and later

4.3.3

Third Party API Limitation

Project Specific Select Field Plug-In

The "Simple" custom field type will not allow listing of options or provide any validation, but can be written to as a string field.

Planview Hub: 21.1 and later

Any supported repository version:

Good to Know

Project Specific Select Field Plug-In

The plug-in allows for options to be disabled in the UI, but the API does not validate this setting.

Because there is no API validation, even though the UI limits users to set only configured options, the API does allow text content to be set for the "Simple" custom field type.

Planview Hub: 21.1 and later

Any supported repository version:

Third Party API Limitation

Duration Fields

Due to a Jira API limitation, duration fields are only supported in minutes. Any values entered in seconds will not be accepted.

Tasktop Sync: 3.5 and later

Any supported repository version:

Configuration Requirement

State Transitions

When configuring a state transition, you should use the actual state name as shown in workflow.xml or when editing a step in Jira. Also, note that state names are case sensitive.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Next-Gen Projects

Custom fields in next-gen projects are project specific and cannot be shared across projects.

Planview Hub: 20.1 and later

Any supported repository version:

Third Party API Limitation

Labels Field

The Jira API is limited to a maximum of 20 label values when retrieving the artifact schema. This means that some label values may not appear when mapping field values to the model in Hub.

As a workaround, users should set the Hub model field to accept unmapped values.

Note that all labels on individual artifacts will synchronize, as this limitation only impacts the artifact schema retrieved for field value mapping.

Planview Hub: 17.1 and later

Any supported repository version:

Third Party API Limitation

Next-Gen Projects

Custom user fields are treated as strings in next-gen projects.

Planview Hub: 20.1 and later

Any supported repository version:

Third Party API Limitation

Next-Gen Projects

Epic links cannot be updated in next-gen projects.

Planview Hub: 20.1 and later

Any supported repository version:

Third Party API Limitation

Next-Gen Projects

Fields that are not part of next-gen projects (i.e., fields from classic Jira projects) will appear in the schema as read-only, and will not work in your integration. 

Planview Hub: 20.1 and later

Any supported repository version:

Third Party API Limitation

Configuring Private/Public Comments

If a collection in your integration includes Jira Service Management projects, it should not include any non-Service Management projects, or you will be unable to configure private/public comments.

Planview Hub: 20.1 and later

Any supported repository version:

Third Party API Limitation

Service Desk Type Mappings

It is possible to create more than one Service request type with the same name; however, if both are used in the Service Desk Type Mappings field, only one of the request types will be considered.

Planview Hub: 20.1 and later

Any supported repository version:

Third Party Functional Limitation

Person Reconciliation

Due to changes made to profile visibility settings in Jira, Hub is unable to match persons by email address. Hub versions released on or after  contain a fix that enables Hub to match persons flowing into Jira Cloud by email address, but not out of Jira Cloud.

To resolve this, we recommend that customers ask their Jira users to update their profile visibility settings to allow anyone to see their email address.

Planview Hub: 19.3 and later

Any supported repository version:

Configuration Requirement

Artifact Filtering

Any field used in Artifact Filtering needs to have a Search Template set in the Jira field configuration. If it does not, a Hub error will occur.

Planview Hub: 18.3 and later

Any supported repository version:

Third Party API Limitation

Zephyr Squad

For Zephyr Cloud, formatted ID search is not supported.

Planview Hub: 17.3 and later

Tasktop Sync: 4.11 and later

Zephyr Cloud

Third Party API Limitation

Comments

Comment field in a transition can be ignored if a screen is not associated with the transition.

The Jira API does not distinguish between a transition with no associated screen and a transition associated to a screen with no field (only comment). The only information the API returns is the list of fields available on a transition. If the comment field is only associated when there are other fields in the transition, a transition with only a required comment field can never be completed.

Planview Hub: 17.2.1 and later

Tasktop Sync: 17.2.1 and later

Note: Earlier versions only provide a comment field if associated screen has at least one field.

Any supported repository version:

Third Party API Limitation

Single- and Multi-select Fields

The Jira server may timeout when requesting an issue that has a single- or multi-select field with many options. This can affect synchronization and creating a collection. If you have a custom field with many options and you see "Gateway Timeout" errors, consider removing that custom field from the Jira issue screens.

Planview Hub: All

Tasktop Sync: 3.0 and later

Any supported repository version:

Third Party API Limitation

Rich Text

Description and Comment fields in Jira are assumed to contain Confluence wiki markup regardless of the configured renderer.

The Jira API does not provide access to the configured renderer of a field so the connector has no way to determine if a different media type should be used.  The only two renderers shipped with Jira are plain text and Confluence wiki markup. 

Planview Hub: All

Tasktop Sync: 3.0 and later

Any supported repository version:

Third Party API Limitation

Comments

Jira supports submitting a comment with transitions via the API as long as the transition has an associated screen

The only way to know that a screen is associated with a transition via the API is if the associated screen has at least one field on it (the field shows up in the transition fields section).

Thus the connector cannot support submitting comments for transitions that have an associated screen having no fields.

Planview Hub: All

Tasktop Sync: 4.2 and later

Note: Earlier versions do not support submitting a comment with a transition.

Any supported repository version:

Third Party API Limitation

Relationships

The Jira API does not expose relationships between Epics and Issues (Parent to child). Therefore ARM support does not support mapping relationships on the Epic level (to lower level issues), with the exception of Epic to Sub-task relationships.

Planview Hub: All

Tasktop Sync: 4.5 and later

Any supported repository version:

Third Party API Limitation

State Transitions

Workflow transitions have a read-only Issue Type field, even if the transition is associated with a screen containing an editable Issue Type. This means that transitions from one type to the next are not supported.

Planview Hub: All

Tasktop Sync: 3.0 and later

Any supported repository version:

Third Party API Limitation

Zephyr Squad

Synchronization of dates in Zephyr Cloud Test Cycles is not supported.

Note: Test Cycles are available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: 17.3 and later

Tasktop Sync: 4.11 and later

Zephyr Cloud

Feature Unsupported

Zephyr Squad

Synchronization of Ad Hoc Test Cycles is not supported.

Note: Test Cycles are available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: 17.2 and later

Tasktop Sync: 4.10 and later

Any supported repository version:

Third Party API Limitation

Zephyr Squad

Zephyr Test Execution artifacts that have assignees containing unicode characters in their username or ID will not flow in an integration.

Note: Test Executions are available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Tasktop Sync: 4.7 and later

Any supported repository version:

Third Party API Limitation

Zephyr Squad

Zephyr Test Execution artifacts have an "Execution Date" in the repository but the API provides it in a format like "Today 8:10 PM" which means we must represent it as a read-only String field instead of a Date field

Note: Test Executions are available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Tasktop Sync: 4.7 and later

6.1, 6.3, 7.0

Third Party API Limitation

Zephyr Squad

Attachments may fail to upload to Zephyr Test Executions if the filename contains symbols or non-English characters.

Note: Test Executions are available in Hub UI, but not fully supported by Hub. Please contact support with any questions.

Planview Hub: All

Tasktop Sync: 4.7 and later

6.1, 6.3, 7.0

Good to Know

Migrating to Jira Cloud

When migrating form Jira on-prem to Jira Cloud, the migration process will change the internal IDs of all Jira issues. Artifact Association Management (AAM) professional services will be required to maintain your artifact pairs in Hub. Please reach out to Planview Support before proceeding with a Jira Cloud migration.

Planview Hub: All Jira Cloud