Install & Configure QMetry's Jira Integration App

Pre-requisites: Supported QMetry-Jira Integration

Below is the support matrix for the QMetry Test Management Jira integration app.

QMetry	Jira	Supported?
Cloud	Cloud	Yes
Server	Server	Yes
Cloud	Server	Yes
Server	Cloud	No

Step 1 : Install App: "Jira Integration - QMetry Enterprise"

Install "JIRA Integration - QMetry Enterprise" app in your Jira Instance. It is free to download.

Jira Edition	Jira App Availability	Upgrading Jira App
Cloud	Already Installed	Automatic Upgrade. Configuration Required
Cloud	Not Installed	Installation and Configuration Required
Server	Already Installed	Upgrade and Configuration Required
Server	Not installed	Installation and Configuration Required

1. Login in Jira with Admin Credentials. Administrator login is required to be able to install the App from Atlassian Marketplace.

2. After login into the Jira, go to the Jira settings option and click on Apps.

In the Apps section, there is an option to find & Install the app from Market place. Search for "Jira Integration - QMetry Enterprise" app.

3. Select the app and click on the Get app button to install it.

4. Click on the Get it now button.

Step 2 : Configuring JIRA app with QMetry Admin

Integrate with QMetry user using QMetry authentication. A QMetry user authenticated with LDAP and SSO login can not be used for Integration. Recommended - Use the system admin (for cloud instances - the user who has registered for the QMetry instance) or administrator (for server customer - user "Admin" is the administrator) user for authentication.

1. After installing the "Jira Integration - QMetry Enterprise" app follow below steps to configure Jira with QMetry. The integration requires QMetry admin credentials.

(1) Go to Jira settings >> (2) QMetry Configuration >> (3) Enter QMetry Admin Credentials and OrgCode >> (4) Test the configuration & Save

2. After clicking on "Test" button, it gives success message if the provided credentials and OrgCode is correct.

3. After clicking on the "Test" button, click on the "Save" button to save the details. After saving, it shows a successful message.

If you are using Cloud version of Jira, the integration app "Jira Integration - QMetry Enterprise" will be displayed as follows in the Jira Apps > Manage Apps section.

If you are on Server or Data Center version of Jira, the integration app "Jira Integration - QMetry Enterprise" will be displayed as follows in the Jira Apps > Manage Apps section.

Step 3 : Verify All Modules are Enabled (only for server or data center Jira editions).

Note: Skip this step if you're using Cloud Jira.

If you are on Server or Data Center version of Jira, then verify that all the modules are enabled on the Manage add-on screen.

Go to Jira Apps > Manage Apps section.
Expand the modules section and make sure that all the modules are enabled.

Step 4 : Verify the QMetry - Jira Integration is Active

After the successful configuration with the above steps, QMetry "Integration" section will start showing "JIRA" configured as below.

Login to QMetry >> Integration >> Jira Integration >> Verify Integration URL and Status as "Active"

Step 5 : Integrate Jira Project with A QMetry Project

Refer to this link to Map Jira Projects with QMetry Projects.

Step 6 : Enable QMetry Test case and BDD panels for Jira Projects

Configuration to enable QMetry Test case and BDD panels for Jira Projects. This change is required for all Jira projects that are to be integrated with QMetry.

1. Log into Jira and open your Project. Click on Project Settings on the sidebar.

2. Locate and go to QMetry Features on the sidebar.

3. Click on QMetry Features to open the QMetry Configuration screen.

Enable QMetry Panels for Project: Enable it to make the QMetry Test Case panel visible on issue screen. If the feature is disabled, the QMetry panel will not be displayed on Issue screen. This panel shows the Test cases - Issue linkages.

Issue Type - Enable Issue types for which Test case and BDD panel should be displayed in Jira.

BDD and Test Case panels are enabled only for the current project (and not all other projects having the same project type).

A similar configuration has to be done for all projects which are integrated with QMetry.

4. To sync the data of already linked Jira project, go to Projects > Project / Release / Cycle from QMetry. Open the Project > Jira Integration tab. Click the Sync button against your Jira Project to sync the requirements and issues from Jira.

A. Sync All : Enabling this check-box and clicking the sync will sync complete data between QMetry and Jira (syncing all the Jira assets to QMetry).

B. Sync : Clicking on the sync button without enabling the Sync All check-box would just sync the updated assets from Jira. "Sync" option should be used when there are structural changes made in Jira like adding new fields, updating of the existing fields in Jira layouts, or when the QMetry-Jira integration was stuck or broken due to some reason.