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Starting October 11, 2024 (Zephyr Enterprise 8.2), the Zephyr Enterprise documentation moved from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise documentation page. Please see: https://support.smartbear.com/zephyr-enterprise/docs/en/zephyr-enterprise/zephyr-administration-guides/system-setup/jira-integration/setting-up-jira-integration.html |
Prerequisite: connection between Zephyr and Jira
In order for Zephyr and Jira to be able to exchange data, they should be accessible to each other via network. This is especially important if you use an On-Premise (Server) instance of Zephyr and a Cloud instance of Jira , or vice versa. To provide the connection, you may need to configure proxies and firewalls working in your network. See Connection Between Server and Cloud Instances.
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The connection to Jira that you set up in Zephyr Enterprise can use either OAuth, or Basic authentication (the Basic authentication is called cookie-based authentication in Zephyr UI).
The connection type to you use depends on the Jira instance type you use.
Follow the links below to learn how to configure the connection parameters:
Jira Cloud
➡ OAuth authentication
Jira Server / Data Center
➡ OAuth, or
➡ Basic (cookie-based) authentication
➡ OAuth 2.0
Tip: Basic authentication is simpler, but OAuth 2.0 is more secure.
We recommend using OAuth 2.0 connections where possible.
2. Configure your Zephyr project
After you configured configure Jira connection, you need to map your Zephyr project to a Jira project:
Log in to Zephyr Enterprise as a user with administrator permissions. Then, go to Administration > Project setup settings:
On the Project setup tab, select your project and scroll the page down to the Edit Project section.
In the Requirements & Defect Tracking box, select the Jira connection you created on the previous step:
Choose carefully. Selecting another defect tracker later, after you map Zephyr items to Jira tickets, might be problematic.Confirm the connection in the subsequent message box:
Zephyr will load a list of projects from your Jira instance and will show it in the Map external Defect project drop-down list (this list is invisible until you select a Jira instance for your project).
Select the Jira project in that list to link it to your Zephyr project:
If later you rename your Jira project, the Jira project will get unmapped in Zephyr, and you have to map it again.Scroll the page down and click Save to save the changes you’ve made.
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When using Jira for defect tracking, the Jira fields on the Create and Edit screens MUST Must be the same; otherwise, otherwise users won't be able to properly file/modify defects properly. Refer to this Jira resource for more information: https://confluence.atlassian.com/adminjiraserver/associating-a-screen-with-an-issue-operation-938847289.html |
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View and configure Jira Connections in Zephyr Enterprise
Jira Integration