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  1. Log in as a user with the Jira System Administrators global permission.

  2. Choose the cog icon at the top right of the screen, then choose Configuration Manager:

  3. Select Snapshots to open the Configuration Snapshots page and click on the Add Snapshot button.

  4. Select the Project with Issues button and enter a name for the snapshot. Here you can select as many projects as you need to include in the snapshot. Optionally enter a description.

  5. Adding projects to the snapshot:
    To add all projects from a Jira instance to a snapshot, you can use the Select all projects button.
    To select projects by listing them by their keys, first type the keys like KEY1,KEY2,KEY3 in the Project(s) field, and then use the Bulk select by key button.
    And to clear the current selection of projects, use the Clear selected projects button.

  6. You can enter a JQL query to include only a subset of the project issues in the snapshot. Read more about filtering issues.
    When this option is selected will include issue attachment files for all selected projects. If not selected, Configuration Manager will offer an option to provide the path where the attachment files reside on the target system during snapshot deployment.
    (info) If a snapshot with that name already exists, you will see a warning.
    (info) The snapshot always includes the attachments metadata. However, attachment files are not included in the snapshot by default, as the snapshot grows very large. If the attachment files are not included in the snapshot, during the deployment, you will be presented with an option to provide the path where the files reside on the target system. Learn more about including attachments in a snapshot in the Move Attachments tutorial.
    (info) Note that issue data can be deployed into projects that already contain issues. In this case, issues are compared based on the issue number. Existing issues are not modified. 

    Example: snapshot contains issues with numbers 1, 2, and 3. The target project includes issues 1 and 2. During the deployment, only issue 3 is created; issues 1 and 2 are skipped.

  7. Click 'Next' to add filters in the snapshot, Agile boards, and Dashboards. Please refer to this article for further information on including filters, agile boards, and dashboards.

  8. Click 'Next' to add filters in the snapshot, Agile boards, and Dashboards. Please refer to this article for further information on including filters, agile boards, and dashboards.

  9. If you want to see a preview of the snapshot, click 'Next'.

  10. Click the 'Create' button and wait while the snapshot of your Jira instance configuration is being created.

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