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Setup Wizard (Legacy)

Setup Wizard (Legacy)

Owned by Instructor
Last updated: Aug 19, 2024 by Oleh Vasyliv [Reliex]
5 min read

In a situation when setup process has to be re-run, or license information should be changed, admin can navigate to Setup Wizard by clicking the corresponding link in Configuration page.        

→ The user is redirected to the first page of Setup Wizard. The user is given instructions on the steps that has to be initially performed, and defines whether he/she is an admin or regular JIRA user.

Depending on JIRA role, different steps are available during setup.

 

Setup for JIRA Admin 

1.On the first of Setup Wizard check I have JIRA administration rights > click Next

 

 

2. Make sure you read License Setup Pre-requirements on the next page > click Next

3. On Step 1 of JIRA Integration Configuration setup specify

JIRA Home URL, JIRA username and Password, and Authentication option

> click Next

To read more about JIRA OAUTH SSO authentication method: Single Sign-On Setup

About JIRA Home URL, JIRA username and Password

Open your Jira instance and copy your company Jira URL:

Click on Profile icon, open Profile page:

4. On Step 2 of JIRA Integration Configuration setup select projects to be loaded from JIRA. Deselect the projects you do not want to be shown on ActivityTimeline Dashboard. Click Next

 

About Jira Projects

To check the Projects list in Jira open Jira, Open Jira Administration, click on Projects → Projects:       

 

5. from v5.6On Step 3 of JIRA Integration Configuration setup specify from which place users should be loaded:

  • Users from Jira

  • Users from Jira Groups

  • Users from Tempo Teams

or let the system load users from default group. 

 

  • Check "Create ActivityTimeline Teams from JIRA groups" if you need to create additional group for loaded users → Press Next button.

(this step will only be available for admin users. If you selected ‘I am a regular JIRA user’ on the very first page, you will not be able to see the list of users loaded from JIRA)

 

v5.5 and belowOn Step 3 of JIRA Integration Configuration setup specify the users to be loaded from JIRA:

Additionally, you can define custom JIRA group of users and select Load users from this group only and Create ActivityTimeline Teams from JIRA groups options. Click Next         

 

 

About Jira Groups

To check Jira Groups open Jira, open Jira Administration, click on User Management and click on Groups:

 

 

 

6. On Step 4 specify custom Jira fields such as

Planned Start and Planned End Dates options; Assignee options in Timeline → Click Next

Skipping this step will make impossible to schedule the tasks. To set up this option again possible on JIRA Integration Configuration page.

How to setup custom fields in Jira: How to setup custom fields in JIRA

(this step will only be available for admin users. If you selected ‘I am a regular JIRA user’ on the very first page, you will not be able to see the list of users loaded from JIRA)

 

Connection to Jira

Set "None" or leave empty places in Planned Start Dates, Planned End Dates and Assignee fields to not synchronize changes from ActivityTimeline to Jira and vice versa, but keep changes in ActivityTimeline.

 

7. On Step 5 run full synchronization of JIRA issues by pressing

Synchronize button. Once synchronization is completed, click Next

 

         

8. Congratulations! All steps of Setup Wizard are successfully passed. Press

Go to Dashboard button to navigate to ActivityTimeline Dashboard.

 

Setup for regular JIRA user

1. On the first page of Setup Wizard check

I am regular JIRA user and click Next.       

2. Make sure you read License Setup pre-requirements and click

Next.

      

3. On Step 1 of JIRA Integration Configuration setup specify

JIRA Home URL, JIRA username and Password, and Authentication option > click Next

       

4. On Step 2 of JIRA Integration Configuration setup select projects to be loaded from JIRA to ActivityTimeline. Deselect the projects you do not want to be loaded. Click Next

      

5. On Step 3 run full synchronization of JIRA issues by pressing

Synchronize button. Once synchronization is completed, click Next:

      

6. Congratulations! All steps of Setup Wizard are successfully passed. Press Go to Dashboard button to navigate to ActivityTimeline Dashboard.

 

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