The DTS setup can be accessed as an Administrator under System Setup. Three options are available:
No DTS: Disables defect tracking and removes the Defect Tracking icons for all users.
Zephyr: Uses Zephyr's own interface and database to track defects. Allows users to file new defects, view and modify existing ones, and create reports without the use of Jira.
Jira: Allows connecting to multiple Jira instances for defect tracking.
Once a Defect Tracking System is selected the user should log out and log back into the system again for it to become effective.
Pick carefully, as switching to another Defect Tracking System at a later stage is not recommended.
Adding your Jira Instances
After selecting Jira as the DTS (see above), following the steps below to configure all of your Jira instances.
Adding an On-Premise Jira with Zephyr Cloud (Vice-Versa)
In the scenario that you're using a Zephyr cloud instance and you're trying to integrate an on-premise Jira instance (or vice-versa):
You'll need to your networking team to set a firewall parameter/rule to allow traffic between your Jira and Zephyr if your Jira instance is behind a firewall.This is done to allow your Jira instance to communicate externally to Zephyr Enterprise bidirectionally.
Verify the IP address is working by adding the /flex/html5 postfix to the URL
Use the IP address to set the firewall rule to allow traffic to flow bidirectionally between Jira and Zephyr.
Another option for your networking team is to set up a Tomcat that would sit in front of your firewall to communicate bidirectionally with your on-premise Jira instance.
Should your networking team face any challenges with this, please contact and create a support ticket using the following link: https://support.getzephyr.com
Please pay attention to the note below regarding Jira user permissions:
Jira Permissions Note
The user account used to setup Jira must have the following Jira permissions:
Browse Project Permissions for All Projects
Issue Permissions - Assignable User, Assign Issues, Close Issues, Delete Issues, Edit Issues, Link Issues, Move Issues, Set Issue Security, Transition Issues
Jira Web-hook Enabled
Issues Related Events - Updated, Deleted
Project Version Related Events - Released, Unreleased, Created, Moved, Updated, Deleted
Project Related Events - Updated, Deleted
Please ensure with your Jira administrator that these permissions are granted prior to proceeding.
1. Click on the ‘+’ button to add a new Jira instance to Zephyr:
2. Configure the Authentication type for Jira:
If you are trying to connect a Jira Cloud instance, you must use OAuth 1.0 authentication. This is because Jira Cloud does not allow you to authenticate with a username and password in regards to GDPR.
Configuring Zephyr Projects for a specific Jira Instance
You may have multiple Jira instances configured in Zephyr, but you may have only one Jira instance connected to a project at a single time.
Follow the steps below to configure which Jira instance shall be used for a specific Zephyr project:
1. Select the Zephyr project of interest:
2. Scroll down and look for the "Connected JIRA" drop-down list.
This drop-down list contains the entire list of JIRA instances that were added in the system from the Defect Tracking page.
3. Click on the drop-down list and select an existing Jira instance that you want to connect to this specific project.
A warning message will be displayed: this warning indicates that if you change the Jira instance to a different one after you've been using the system for a while, the list of linked requirements and defects will disappear. These are note wiped out from the system and will re-appear once the original Jira instance is selected again.
4. Scroll down and then click the "Save" button to finalize connecting a JIRA instance to a project.