Project Snapshot with Issues


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Overview

A 'Project snapshot with issues' packages all the configuration and issue data of a single project (or multiple projects). The snapshot can then be used to move the project(s) and their issues to a different Jira instance, for archiving or project backup, while maintaining the issue history, links, ranking and agile data.

Important

Since version 5.0, you can create a snapshot that includes project issues as well as the project configuration(s).

Create Snapshots of Projects with Issues

To create a new Project snapshot with issues

  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.  The following screen will appear:

  5. 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.
 If a snapshot with that name already exists, you will see a warning.
 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.
 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

6. 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.

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

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

 A message will be displayed, confirming that Configuration Manager for Jira has successfully created the snapshot or if there were any warnings that you may want to review in CMJ's audit log:

Snapshot Options

Include selected Filters

When you create project snapshots, on the "Filters" page of the snapshot wizard, you can select Jira Filters to be included in the snapshot so they can be deployed along with the rest of the configuration. See step 4. in the snapshot creation process.

Include selected Agile boards

When you create project snapshots, on the "Boards" page of the snapshot wizard, you can select Jira Agile (Jira Software) Boards to be included in the snapshot so they can be deployed along with the rest of the configuration. See step 5. in the snapshot creation process.

Include selected dashboards

When you create project snapshots, on the "Dashboards" page of the snapshot wizard, you can select Jira Dashboards to be included in the snapshot so they can be deployed along with the rest of the configuration. See step 6. in the snapshot creation process.