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To create a profile, simply log in to you your Synchronizer and click "Create Synchronization Profile" button.
You can either create profile manually or start a wizard. Each method has the same options and capabilities.
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Next, please provide Jira authorization credentials.
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Prevent 'synchronisation user' to become watcher for all created issues (especially if personal account is used instead of service account) From the top right of your screen, select Your profile and settings ( Watch your issues – With this enabled, you become a watcher of any issue that you create or comment on. This means you'll get an email when someone updates or comments on the issue. |
This account will be used to make all changes to Jira issues during synchronization process.
For Jira Cloud you will need e-mail and API token.
To learn how to generate API token, please see: API Token authentication in Jira Cloud
In case of Jira Server you will need to provide user name and password to authenticate.
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Similarly, you'll need to connect to your Azure DevOps / TFS.
Again, make sure you're providing root path to your instance – not to particular project.
For Azure DevOps Services (in cloud), you will need an e-mail and Personal Access Token of a user account that will perform all synchronization changes.
To learn how to generate API token, please see: Personal Access Token authentication in Microsoft Azure DevOps (formerly VSTS)
For server versions of Azure DevOps you will need to provide user name and password to authenticate.
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You will be able to separately choose sync direction for comments, attachments and links.
Please note that selecting "Not synchronized" will effectively disable synchronization of given elements.
Custom Fields
The Synchronizer uses custom fields in both Jira and Azure DevOps to store info on the linked item/issue ID on the the other platform.
You need to create custom fields in both Jira and Azure DevOps yourself , before selecting them in the Synchronizer.
They should be simple, text fields. Their names do not really matter, yet we suggest that they are descriptive, e.g. "AzureDevOpsItemID"/"JiraIssueID".
Please note that the custom fields should not be populated nor edited manually – they are to be used only by the Synchronizer.
Creating custom field in Jira
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Alternatively, instead of using custom fields in Azure DevOps, the Synchronizer can utilize work item history to store the Jira issue IDs.
This option can be useful when creating custom fields is not feasible due to lack of privileges.
Type Mapping
This screen allows you to select which Jira issue type should be mapped to which Azure DevOps work item type and vice versa.
All unmapped types will default to values selected at the bottom of the screen (Map anything else...).
If you choose "Do nothing" option only items of mapped types will be fetched. This can significantly improve synchronization performance.
State Mapping
You can also map Jira statuses to Azure DevOps states.
Workflows in Jira and Azure DevOps should be as similar as possible, otherwise synchronization could end up in an error.
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To learn more please see: Hierarchy Synchronization
The same screen allows you to synchronize subtasks.
To learn more please see: Synchronizing JIRA subtasks to TFS / VSTS links
Links Mapping
You can map links in a similar fashion.
Please note that in case you already mapped the hierarchy at previous step – the used link type will not be available for mapping.
Field Mapping
Field Mapping screen allows you to select which fields should be synchronized between Jira and Azure DevOps.
Some filed types require additional configuration – value mapping.
In the above example two pairs of fields need additional mapping:
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To define value mapping - please use the "⋯" button next to each pair (marked in red).
Mapping mode
Copy values — When Copy values mode is selected the Synchronizer simply copies a modified value attempting to perform type conversion if needed – for example when a numerical field is mapped to string field. For some field types Copy values is the only available mode.
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You can override profile-wide synchronization direction setting and decide that this particular fields pair is to be synchronized in one direction only.
User Mapping
If case both or of the systems share Active Directory - user accounts will be automatically.
Otherwise, you can manually map user accounts manually.
Enabling the Profile
Before the synchronization takes place – the profile needs to be enabled. This will start synchronization of new changes.
To perform synchronization of historic events – please run initial synchronization after saving the profile.
Well done! 