We'll take you on a tour of the basic concepts in Configuration Manager for Jira. Along the way, we will highlight some of the key Configuration Manager features and point you to a number of helpful resources.
Roll up your sleeves. We're about to get started!
Configuration Manager automates the transfer of Jira configuration and data between different Jira servers. This encompasses Jira Core, Jira Software, Jira Service Management and 3rd party apps.
What is a Jira Configuration? In order for Jira projects to be functional, certain configuration elements need to be in place - for example, Issue Types, Workflows, Screens etc. The below image shows the configuration associated with a project:
Examples of root configuration objects: project, workflow, issue type, etc...
Examples of non-root configuration objects: version, component, post-function, condition, etc...
All root objects are listed in the Configuration Object Support Matrix and marked with ROOT.
Configuration snapshot types
A Configuration Snapshot is a package containing information about Jira configuration. All data in the snapshot is server-independent, which means that it is portable and can be easily transferred to another Jira server. There are different types of snapshots:
System configuration snapshots
Project configuration snapshots containing the configuration of one or more projects
Project snapshots with issue data
System configuration snapshot
A system configuration snapshot contains the entire configuration of a single Jira instance (projects, workflows, schemes, screens, etc...). This means that you can use this snapshot to transfer all Jira configuration settings from between Jira instances.
Project configuration snapshot
A project configuration snapshot contains the settings for a number of projects including all configuration objects used by these projects. This kind of snapshot is used to move only selected project configuration between Jira instances.
Project snapshot with issues
A project snapshot with issues contains the configuration and issue data for a number of projects. This kind of snapshot is used to move selected projects' configuration and issue data between Jira instances.
Any snapshot created by Configuration Manager can be deployed on any Jira Server. Configuration Manager deploys only working configurations and gives the administrator visibility into the changes introduced so that he/she can deploy with confidence.
Several key features of the deployment process:
Configuration Integrity - during both snapshot creation and snapshot deployment, Configuration Manager ensures configuration integrity using an Integrity Check feature. More information here.
Dependency analysis - during deployment, Configuration Manager performs a detailed analysis of all 3rd party add-on dependencies and versions ensuring proper setup.
Change analysis - all changes, updated pre-existing objects, added or deleted objects are presented to the user to ensure only expected and desired changes are introduced. More information here.
Impact analysis - Configuration Manager performs an impact analysis of the changes being deployed with regards to existing configuration and projects. More information here.
Deployment Modes - there are 4 deployment modes: 2 for projects; and 2 for system snapshots. Using the 4 deployment modes, 9 different use cases can be managed. More information here.
Data loss prevention - if errors are encountered during the deployment, all previously applied changes are rolled back and the Jira configuration will be left in the initial state. More information here.
Audit Log - all changes made during the deployment process are logged. More information here.