System Snapshot

Created by Boris Georgiev
Last updated: Jul 27, 2020 by Julver Petrova


Create System Configuration Snapshots

A system configuration snapshot encompasses all configuration of the Jira instance - i.e., all projects, all workflows, all custom fields, etc. are included. With a system snapshot, you can merge one Jira instance with another or promote configuration changes from testing to production instances.

To create a new system configuration snapshot:

  1. Log in as a user with the 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. The following dialogue will appear:

If you check the “Include all Dashboards“ option, all dashboards from the system will be included in the snapshot.

4. Select the System Configuration button and enter a name for the snapshot. Optionally enter a description.
5. You can choose to include all filters, Agile boards or dashboards configurations in the snapshot.
If a snapshot with that name already exists, a warning will be shown.

6. If you want to see a preview of the snapshot click 'Next' (since CMJ 3.0), otherwise, choose "Create" (step 5).

7. Click the 'Create' button and wait while Configuration Manager creates a snapshot of your Jira instance.
 A message will be displayed, confirming that Configuration Manager for Jira has successfully created the snapshot. If there were any warnings that you may want to review in CMJ's Audit log.