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Using the Configuration Wizard

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Introduction


A Configuration Wizard provides some default settings for a basic working configuration in JIRA to make the process easier as well as provide a basic configuration for administrators to work with.

Accessing the Wizard


To access the Configuration Wizard:

  1. Go to the Cog Icon Add-ons.

  2. Click on Connections under the Cloud Connectors section.

  3. In the Actions column of the connection you want to configure, click Wizard.



  4. The next screen allows you to choose which object you want to associate with which project.
    Select your remote object from the drop down list of possible objects in that system and a JIRA project.



  5. Click Create Configurations.
     
  6. If successful, you will see the following screen:

Verifying or Customizing the Configurations


The wizard should have created the following. To verify or customize the configurations, please refer to the documentation in the right column.

Created by the Wizard

Documentation Link

Mappings (will have "Default mapping generated by the configuration wizard." as the mapping description.)

Configure Mappings

Mapping Configurations

Configuring an Existing Mapping

Mapping Scheme

Configure Mapping Schemes

Mapping Scheme Configuration

Configuring an Existing Mapping Scheme

Project Mapping Association

Associating a Project with a Mapping Scheme

Remaining Steps


The remaining steps you need to do that the wizard does not do are:

  • Add some screens to the newly created custom field
  • Add a template to the custom field
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