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Jama Connect Interchange Help

Create a single-project Jira integration

This procedure explains how to create a "single-project" integration, which establishes rules for syncing items between one Jama Connect project and one Jira project.

This process of creating an integration consists of these tasks:

To configure a single-project Jira integration:

  1. In Jama Connect, create a new, empty set or folder in the Explorer Tree.

  2. In Jira, create a new, empty progect for testing purposes.

  3. In the Jama Connect Interchange header bar, select Integrations, then select Add integration to open the Jama Connect integration wizard.

    JCI_Add_Intecgration_button.png

  4. Complete each page of the wizard, then select Next.

    Integration Type — Select the integration type:

    UUID-cad1dc54-897f-c2e1-fdc6-a732a3d3500e.png

    • Select integration— From the drop-down list, select Jama Connect to Jira Cloud or Jama Connect Jira Data Center.

    Connectors — Choose the connectors you want to integrate.

    The Connectors page of the Jama Connect Integration Wizard includes two settings, Select Jama Connect Connector and Select Jira Cloud Connector, where you select a connector from each drop-down list.

    • Choose Jama Connect for Source Connector — Select the Jama Connect connector that you want to integrate. This is the same connector you created in Link to your Jama Connect instance (Jira).

    • Choose Jira for Target Connector — Select the Jira connector that you want to integrate. This is the same connector you created in Link to your Jira instance.

    Select Projects — Choose the Jama Connect project and Jira project.

    The Select Projects page of the Jama Connect Integration Wizard includes two settings, Select Jama Project and Select Jira Project, where you select a project from each drop-down list.

    • Jama Connect — For the Jama Connect connector, search or browse to the Jama Connect project that you want to integrate.

    • Jira — For the Jira connector, select the Jira project that you want to integrate.

    Item Creation Flow

    The Creation Flow page of the Jama Connect Integration Wizard includes three exclusive options, Bidirectional, Jama Connect to Jira, and Jira to Jama Connect.

    • Bidirectional Item Creation — When an item is created in Jama Connect, a corresponding issue is created in Jira, and vice versa. This keeps both systems in sync with the same number of items. Attachments, Comments, and Comment Replies created in either system are added to the other system.

    • Jama Connect to Jira Creation — Items created in Jama Connect are automatically added to Jira, but not the other way around. Only Item Attachments, Comments, and Comment Replies created in Jama Connect are created in Jira.

    • Jira to Jama Connect Creation — Items created in Jira are automatically added to Jama Connect, but not the other way around. Only Item Attachments, Comments, and Comment Replies created in Jama Connect are created in Jira.

    Integration Configuration

    • Name your Integration — Enter a descriptive name for the integration.

    • Frequency — Select the frequency with which you want the integration to run.

    • Sync Attachments — Toggle to Enabled to sync item attachments.

      Note

      Only attachments of less than 25 MB are copied between systems. If an attachment exceeds 25 MB, a placeholder text file is created in the other system to indicate that an attachment exists in the linked item.

    • Sync Comments — Toggle to Enabled to sync item comments.

      Note

      Interchange does not support edits to Jira comments. If a Jira user edits a comment after posting it, the edited version is not synced to Jama Connect. Only the original comment text exists in Jama Connect.

      Jira Data Center integrations only — Comments with embedded images are not supported. The comment text syncs as expected, but the image file is synced as a URL only.

  5. Select Submit to complete the wizard.

The integration is saved in a disabled state.

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