Teams based on Jira teams

Initial setup

In the Teams module:

1. Go to App Configuration > Integrations

2. Navigate to the Jira Teams tab

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3. Generate an API token and add it to BigPicture

   1. Log in to Atlassian account.

   2. Click Create API token.

   3. In the dialog that appears, enter a memorable Label for your token and click Create.

   4. Click Copy to clipboard.

   5. Add it to BigPicture

4. Enter the Organization ID

   1. Open URL https://admin.atlassian.com

   2. If you have access to more than one Organization, select the one associated with your BigPicture instance

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   3. The ID can be found in the URL
      https://admin.atlassian.com/o/my-organization-id-xxxxx-xxxxxxx-xxxxxx/overview

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   4. Copy the ID from the URL and paste it into the required field

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5. Enter the e-mail address

6. Click Save

You will see a confirmation message:

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Organization ID is listed on the page:

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Expiration of tokens

What happens if synchronization fails? (e.g., if the token stops working)

• Changes made to Jira teams can no longer be transferred to BigPicture.

• Teams that already exist in BigPicture remain unchanged (in the state corresponding to the last successful synchronization).

Will replacing the token with a new one trigger another synchronization?

• No. Currently, synchronization is always triggered manually. There is no auto-synchronization

Create BigPicture teams based on Jira teams

In the Teams module:

1. Click the + button.

2. Select Create new team based on Jira team

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3. Select a Jira Cloud team and fill out the fields:

   1. Jira cloud team (required)

   2. Team name (required)

   3. Team code and color (required)

   4. Board (optional)

   5. Start date of Team memberships (required)

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4. Click Create.

Result: A new team appears on the list.

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Memberships

• By default, the availability of team members is set to 100%.

• Memberships of team members and their availability can be modified as usual.

• When synchronization is triggered, based on a Jira team, new team members are added in BigPicture:

  • the date of adding a person becomes the membership start date

  • availability is set to 100%

• When synchronization is triggered, based on a Jira team, team members are removed from BigPicture.

Using the same Jira team in multiple boxes

You can’t create multiple box teams based on the same Jira team:

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Can I synchronize an existing BigPicture team with a Jira team?

No. The old team needs to be removed and a new team (based on a Jira team) needs to be created).

Synchronization

Where can synchronization be triggered

Synchronization must be triggered in the primary box of a team.

You can’t trigger synchronization in boxes that have inherited the team.

Global synchronization

All box BigPicture teams (based on Jira teams) get synchronized.

Exception: If a team has been edited in BigPicture, for example, team members have been added or removed, the team will NOT be synchronized during global synchronization to prevent the loss of information.

A pencil icon appears to teams that are excluded from the global synchronization.

How to trigger a synchronization

In a Teams module of a box:

1. Click Synchronize

2. Select Synchronize with Jira Cloud Teams

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Local synchronization (per team)

If a team has been edited in BigPicture, for example, team members have been added or removed, the team will NOT be synchronized during global synchronization to prevent the loss of information.

A pencil icon appears to teams that are excluded from the global synchronization.

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How to trigger a synchronization

To synchronize such a team, click the re-synchronize button:

• synchronization applies only to one team

• changes made in BigPicture are overwritten with Jira team information

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