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Xray Test Management for Jira

 

Overview

Planview Hub offers seamless integration with Xray Test Management for Jira through the Atlassian Jira connector. This collaboration enables users to leverage the powerful test management capabilities of Xray within the Planview Hub platform.

For more information, please refer to the sections below.

 


 

Connector Setup Details

  • Xray Cloud Client ID and Xray Cloud Client Secret must be provided in the Hub repository settings.
  • Beginning in Hub version 24.4, Xray Cloud Location can be set from the repository schema in the Hub repository settings.

See additional connector setup details for the Jira connector here.

 


 

Other Configuration Settings

Cross-Artifact Linking

On-prem

Planview Hub: 22.2 and later

Xray Test Management for Jira: 6.21 

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

Xray Test Management for Jira (Cloud)

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

Note: Cross-artifact linking for Test Executions, Sub-Test Executions, Tests, Test Plans, and Test Runs are only supported in Planview Hub version 23.4+.

Test Management

Learn more about supported test integration scenarios using Xray here.

Improper Configuration of Xray Test Fields

When "Xray Test" type test fields are associated with non-Xray issue types or are partially configured, it may lead to errors. The following details provide further insights into this issue.

Jira administrators can access the "Where is My Field" option in the issue screen (preferably the create issue screen) to validate the status of requirements for a field to be visible on the screen.

If an "Xray Issue Type" field, such as "Manual Test Steps," is configured to be present in the field configuration, project, and issue type but not in the corresponding issue type screen of the project, the status of the "Xray Issue Type" field requirements may appear as shown in the attached screenshot.

Screenshot 2024-11-15 at 2.51.46 PM-20241115-092153.png

For the above configuration, API responses for Issue and "Issue Type" may be inconsistent with respect to the field, leading to an unexpected state in Hub. This may cause artifact activities to get blocked, even for the entire collection containing such a project. Therefore, it is advised to correctly configure the "Xray Issue Type" fields for Xray Issue Types and avoid associating them with non-Xray Test Issue types like "Story."

Non-Xray Issue Types:

For non-Xray Issue Types, all required configurations for the field related to the Xray Issue type in the "Create Issue" screen should be unchecked (crossed out) in the "Where is My Field" requirements pane, as shown below. Alternatively, ensure that at least the "Project and issue type scope" status is unchecked.

Screenshot 2024-11-20 at 4.52.28 PM-20241120-112233.png

Xray Issue Types:

For Xray Issue Types, all required configurations for the field related to the Xray Issue type in the "Create Issue" screen should be checked in the "Where is My Field" requirements pane, as shown below.

Screenshot 2024-11-15 at 3.37.36 PM-20241115-100742.png

 

Change Detection

Xray Cloud fields do not support change detection.

 


 

Supported Features

See additional details on supported features here.

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

Not_allowed.svg.png Attachments

Not_allowed.svg.png Impersonation

N/A

     

 


 

Supported Artifacts

Supported Work Items

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

On-prem

Learn more about supported test integration scenarios using Xray here.

Supported Artifact Type Applicable Hub Versions Applicable Repository Versions Unique URL?

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

Cloud

Learn more about supported test integration scenarios using Xray here.

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

Supported Artifact Type

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

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 (as Test Result)

Planview Hub: 23.4 and later

Xray Test Management for Jira (Cloud)

Yes
Test Executions Planview Hub: 23.4 and later Xray Test Management for Jira (Cloud) Yes
Sub Test Executions Planview Hub: 23.4 and later Xray Test Management for Jira (Cloud) Yes

 

Supported Containers

Learn more about containment in Planview Hub here

Containers that can synchronize between repositories

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

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)

     

N/A

 

 

 

Containers used for artifact routing

 

 

 

N/A

     

 


 

Supported Field Types

Note: See details on partially configured Xray type fields in the section above

On-prem

  • Only the following default fields are currently supported:

    • Test Step Action (Required)

    • Expected Result

    • Data

  • All custom fields are not supported.

  • Some custom fields are read-only.

Cloud

  • Only the following default fields are currently supported:

    • Test Step Action (Required)

    • Expected Result

    • Data

  • All custom fields are not supported

See additional details on supported field types in Jira here.

 


 

Functional Limitations

Category

Limitation

Applicable Hub Versions

Applicable Repository Versions

Good to Know

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

Change Detection

Xray Cloud fields do not support change detection.

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

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 (Cloud)
Third Party API Limitation

Manual Tests

Custom types, Generic and Cucumber are only partially supported.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Manual Tests

Scenario Type and Scenario are read-only.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Manual Tests

Definition is read-only.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Steps

Reorder of Test Steps is not supported by the API.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Steps

Test Call in Test Step is not currently supported.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Steps

All custom fields are not supported

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Steps

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.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Runs

Attachments are not supported.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Runs

Test Step Results on Test Runs are not supported.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Test Runs

Defects Associated With a Test Run are not supported.

Planview Hub: 22.2 and later Xray Test Management for Jira: 6.21 and later
Third Party API Limitation

Xray Tests

Updates to test steps require the test to have a test type where the kind is “Steps” (e.g., Manual).

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Xray Tests

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

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Xray Tests

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

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Steps

Reorder of Test Steps is not supported by the API.

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Steps

Test Call in Test Step is not currently supported.

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Steps

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

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Runs

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

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Runs

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

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)
Third Party API Limitation

Test Runs

Test Run Steps are supported as read-only fields.

Planview Hub: 22.4 and later Xray Test Management for Jira (Cloud)