This use case describes a synchronization between JIRA Service Desk and JIRA Software.
With the Exalate app for JIRA, you can connect 2 or more projects and sync issues in different ways. It is possible to configure synchronization locally within one instance or externally between multiple Jira instances.
The app supports a secure connection and can be integrated even if one of the JIRA instances is behind the firewall and is not accessible from the outside network. Find more details about how the traffic is different between a public and a private side.
Data exchange between the Service Desk and JIRA Software can be handled in a uni- or bi-directional manner.
Below you will find the configuration description of the use case, where you need to handle data flow from the customer-facing Service Desk to the software development project.
These projects might be inside the same JIRA instance or in different Jira instances. For example, the Service Desk could be a public external instance and the DEV project in the internal network, which is behind the firewall.
Configuration Requirements
When the customer submits a new issue via the Customer Portal, a twin issue should be created automatically in the JIRA Software development project.
Basic fields such as summary, description, and attachments should be kept in bi-directional sync.
Only public comments from the DEV project are synced to the SD project. All comments on the SD project issue should be synced to the DEV project issue.
When certain transitions occur in the issue in the DEV project, they should trigger some transitions in the SD project issue.
Additionally, there may also be some data added to a custom field during the transition, this needs to be synced to the SD issue as well.
Mapping Configuration:
Issue types:
if SD request type is service request → create a task issue type in DEV;
if SD request type is feature request → create an improvement in DEV;
if SD request type is bug → create a bug in DEV;
- Project Mapping:
You can specify the source project and the destination project during the connection set up if both SD and DEV projects are in the same Jira instance.
If the projects are in different Jira instances, you will need to specify the project for Incoming sync during the connection set up on each side separately. Issue Fields Mapping:
All fields in both projects might be mapped in between.
You can specify which issue fields should be synced, including any possible mapping combination.Ticket Reporter:
Set a reporter in the DEV project based on the issue assignee from the Service Desk side.
Workflow Mapping:
create SD ticket → create DEV ticket;
update status on SD/DEV → update status on the other side;
close DEV → close SD;
specify issue status mappingComment Handling:
Sync original SD comments without any changes. You can also display the original author of the synced comment.You might keep some of the comments internally. For example, if the received comment from the SD project is internal, make it visible only to a certain group of users on the DEV side.
- Attachment Handling:
You can configure different behaviors according to your needs:
Sync only a specific file type of the attachments, for example:
Sync only the attachments up to a certain file size.
Conclusion
The Exalate app provides a wide range of possibilities and keeps its flexibility at all times. You can define in the Sync Rules which data gets synced and which remains unsynced. With the Exalate distributed architecture, your configuration will not affect the other side. It gives autonomy to you and your partner.
Exalate uses its own transactional synchronization engine, meaning that every issue event is transformed into an outgoing or incoming sync event and is synced in the same order as it was performed in the original issue. The possibility to pause and resume any ongoing synchronization allows controlling all the data flow between instances.
Related articles
- How to manage comment visibility
- Attachments synchronization
- How to synchronize statuses?
- Sync Jira issue user fields
- How to Synchronize Custom Fields
- Service Desk fields synchronization
- Issue type mapping configuration
- How to start the synchronization in Jira
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