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JIRA Cloud Install & Setup

This will guide you through the installation and setup process for the Wizeline JIRA integration.

**NOTE: You must have a paid Wizeline account (Pro or above) in order to complete integration install & setup. To start a 14-day trial of Pro, create your Wizeline account today.  

If you run into any issues, please contact your Wizeline rep or email us at help@wizeline.com. Thanks!

 

Requirements

  • About 10 minutes
  • JIRA administrator access
  • Wizeline administrator access

JIRA Setup

  • Step 1: While setting up the JIRA integration in Wizeline, please use an admin user who has access to all products within your organization. In order to account for possible change in roles within an organization, we encourage you to create a user specific for integrations and give that user admin access to all products in your Wizeline organization. For example, you could create a integrationsuser@yourcompany.com.
  • Step 2: As the Wizeline admin user, grab your API token to use during the setup process. It can be found under Settings. The features and products that are visible in JIRA are the same as those visible to the user that generates the API token.



 

  • Step 3: You can find the Wizeline Portfolio Planning and Roadmaps add-on in the Atlassian Marketplace by going directly to the Wizeline Portfolio Planning and Roadmaps listing or navigating to Add-ons, found in the menu in the upper right corner. From there you can search for Wizeline in the Marketplace to find the add-on listing. In the listing, you can clicking “Install” to begin the installation process.

 

 

 

  • Step 4: Once you click “Install,” you will see a confirmation message. Click “Accept and Install.”

 

 

  • Step 5: Once successfully installed, you should see a success message from JIRA.


 

  • Step 6: After installation, choose “Manage add-ons” from the left hand menu and then find Wizeline Portfolio Planning and Roadmaps in your list of installed add-ons. Click “Configure” under Wizeline Portfolio Planning and Roadmaps.

 

 

 

  • Step 7: The next step requires the API key from Wizeline. Simply enter the API token that your Wizeline admin user grabbed in Step 1 in the Wizeline API Key field

After doing this, you should see the following information:

  • Wizeline API Key: Token from your Wizeline Profile
  • Organization: The organization to which you belong in Wizeline
  • User: Your user name
  • Products: The products you have access to in Wizeline. JIRA users will be able to map to the features in these products.
  • Step 8: Click save to save your API token and conduct the first sync of JIRA schema data to Wizeline.
  • Step 9: Please Note: To create JIRA issues from Wizeline, your JIRA cannot have required fields outside of the following:
    • Epic: epic name, summary, reporter, project and issue type
    • Issue: summary, reporter, project and issue type
  • If your issues have required fields other than those listed above, they will not be available to select in the Wizeline platform. Click here for additional information.

Wizeline Setup

 

Now that you’ve successfully installed the Wizeline Portfolio Planning and Roadmaps add-on in your JIRA instance, you can configure the workflow between JIRA and Wizeline within the Wizeline UI.

  • Step 1: Have your Wizeline admin user go to Settings -> Integrations. Within the JIRA integration area, click on “Settings.”

  • Step 2: Select your instance from the table and click on “Sync JIRA” to ensure that you’re using the latest information about your JIRA instance while configuring the relationship between Wizeline and JIRA.

If your team uses a JIRA estimate field to quantify the size of development work, then you can optionally choose to enable “By Estimate” and choose the estimate field used by your JIRA users.

You can also define a custom name for your JIRA instance in order to more easily identify it.

  • Step 3: Under Project settings, click on each of the Wizeline products with which you would like to use the JIRA integration. For each product, click Edit to edit the settings and search and choose the JIRA Projects you want available to the product. This can be useful to ensure that your Wizeline users aren’t creating and mapping to the wrong JIRA project, and that your JIRA users aren’t mapping to the wrong Wizeline product. For example, you may want to ensure that the users in your Mobile Wizeline product can only map and create JIRA issues in your Mobile JIRA project. 

You can also set defaults for both your JIRA instances and projects, which will be automatically selected while creating JIRA issues in Wizeline. This allows you to more quickly create issues, as well as helping make sure your users select the correct options. 

  • Step 4: Under Product Settings you can enable a flag to automatically map and keep track of all the child issues of a JIRA epic. Also, if you do NOT want the status of your JIRA issues automatically updating the status of your Wizeline features, you can optionally choose to disable automatic status update by going to Product Settings and selecting the product(s) you want to update. 

 

Send an email to help@wizeline.com if you run into problems.



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