Integrate Perfecto with Atlassian Jira

You configure the communication connection between Jira and Smart Reporting from the Assets and Setup view in Perfecto.

On the Jira admin tab, you first need to supply the URL of your Jira instance and then follow the step-by-step instructions on the screen. They take you to your Jira site and explain how to identify the Smart Reporting feature as a communication peer for Jira. This allows the Smart Reporting interface to communicate with Jira and you to open new issues for your Jira project. At the end of the process, you need to verify that the communication channel is properly configured and the connection is available.

To configure the Jira integration:

1. In Perfecto, in the Assets and Setup view, on the Jira Admin tab, under Enter and save your JIRA URL, supply the URL of your Jira server and click Save.

   When entering the Jira server URL, be sure to supply only the hostname field of the URL. Do not include any closing slash ('/') characters or any additional path information.

   
   

   If you need to make any changes to the URL after saving it, click the pencil icon .

   The integration system generates authentication keys that will secure the communication channel between the Reporting server and the Jira server. The following information appears on the right side of the panel. You will use this information in a later step to identify the Smart Reporting application in Jira.

   • Consumer Key: The key that identifies the Smart Reporting application.

   • Service Provider Name: The name of the application used by Jira to identify the connection.

   • Public Key: The key that enables the communication between Perfecto and Jira.

   

2. Perform the following integration steps in Jira.

   Because Jira is a third-party product, the steps may not always match the current Jira interface. For the most up-to-date Jira information, see Jira Cloud resources.

   1. In Jira, click the Settings button (cog wheel) and select Jira apps > Application links.

   2. On the Application links page, click Create link.

   3. In the Create an application link dialog In the Application URL field, enter the link to your cloud based on the Service Provider Name value provided to you in the Perfecto UI (see screenshot in step 1 above) and click Next.

      Make sure to start the URL with https://. For example, if the Service Provider Name shown in the Perfecto UI is demo.reporting.perfectomobile.com, enter the URL as https://demo.reporting.perfectomobile.com in the Application URL field.

   4. If you see the error message "No response was received from the URL you entered," keep the URL unchanged, and click Continue.

   5. In the Review link dialog, provide the following information:

      Field	Value to enter
      Application Name	Replace the URL with a descriptive name (for example, Perfecto or My Cloud)
      Application Type	Generic Application
      Service Provider Name	Value from Perfecto UI (see step 1 above)
      Consumer Key	Value from Perfecto UI (see step 1 above)
      Shared Secret	Public Key from Perfecto UI (see step 1 above)
      Request Token URL	Service Provider Name value from Perfecto UI (same as Application URL)
      Access token URL	Service Provider Name value from Perfecto UI (same as Application URL)
      Authorize URL	Service Provider Name value from Perfecto UI (same as Application URL)

   6. Select the Create incoming link checkbox and click Continue.

   7. In the additional fields that appear, enter:

      Field	Value to enter
      Consumer Key	Value from Perfecto UI (see step 1 above)
      Consumer Name	Same value as for Consumer Key
      Public Key	Value from Perfecto UI (see step 1 above)

   8. Click Continue to complete the Jira-side configuration.

   9. Back on the Application links page, verify that the link you created is now listed.

3. Return to the Perfecto UI and click VALIDATE INTEGRATION to verify that the communication is configured properly.
   

   If Perfecto detects a problem with the configuration, a failure message displays. In this case, confirm that the Jira URL you provided is correct, and then repeat the steps.

When the Jira integration is complete, the Single Test Report (STR) displays an icon that allows you to connect directly to the project's Jira space and open new issues of type Bug based on the test results. You can both generate and track the issues from the STR display.

To create Jira issues from the STR view:

1. In the STR, click the bug icon .

2. If this is the first time you open a Jira ticket, or if the permission for opening a ticket is not configured, Jira verifies that you allow the generation of issues from outside of Jira. Click Allow.

   The Create dialog box opens.

   Each new issue is pre-configured as a bug. You cannot edit the issue type.

3. In the Jira dialog box, do the following:

   • From the Project list, select the relevant Jira project.
   • In the Summary field, enter a title. This string serves as the issue header.
   • Edit the Description field as needed. By default, this field includes basic information on the source of this issue (essentially that it is associated with a Test Report, and when the test was run).
   • Add information to the configured fields (see below) of the bug report.

4. Click Create to generate the ticket.

Configure fields

The Create Jira Issue dialog box displays all fields that are configured in Jira for display and editing. You can configure the fields to show in Jira.

To configure fields:

1. In Jira, click Create to open the Create dialog box.

2. In the upper right, click the ellipsis button and then select Configure fields.

3. In the Configure fields dialog box, select the checkboxes for the fields you want to see when creating a Jira ticket from within Perfecto.

   Next time you create a Jira ticket in the STR view, the fields you selected appear in the Create dialog box.

When you create Jira tickets in the STR view, a counter appears to the right of the bug icon, indicating the number of open tickets associated with the test report.

Each ticket in the list includes:

• The Jira issue number and title
• The date that the issue was opened
• The current status of the issue

To track Jira issues:

1. Move the pointer over the counter to display a list of issues.

   

2. Do one of the following:

   • Click an issue in the list to view details in Jira.

   • If multiple issues exist, click View all in JIRA to view a list of all open issues as search results in Jira .