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Table of Contents

Create a new partnership

Warning
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titlePrerequisites

In order to create a remote partnership, you must install the app on both the Source and the Remote Jira instances.


By default, there are no partnerships created when you first install the Quick Linker plugin.  Your first configuration option will be to create a new partnership.  

To create a new partnership, follow the steps below.

1

Click on Add new partnership to create a new Partnership.

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Add New Partnership


2

Configure the Partnership via the Herzum Quick Linker Partnership Configuration Screen

.To view the details of these fields, view the Partnership Configuration Screen

.

The Source URL configured on your System General Configuration Settings is automatically set by the app as the Source Base URL.

Info

Review below the detail of the Partnership Fields.




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Partnership

Herzum Quick Linker Partnership Configuration Screen

3

Click on the Test Connection

icon

button to

Run

run Connection

 Diagnostics 

 Diagnostic test and Save.

Info

The check is performed on the Destination URL only. Destination credentials are not checked.


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Test Connection

Screen

pop-up

4

Verify
Successful Creation
successful creation of the Partnership.

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Partnership overview Screen

5Click on Add new partnership to create a new partnership.

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Partnership overview

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Herzum Quick Linker Partnership Configuration Screen

6Click on one
of
header field
on the header row
to display the
partnerships into desired order
listed partnerships alfabetically reordered based on the selected field.

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Partnership overview

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Herzum Quick Linker Partnership Configuration Screen

  

Anchor

...

PartnershipFields

...

PartnershipFields
Partnership

...

fields

All fields are required fields.    

  • Name
    • This is the Partnership Name.
    • It cannot be longer than 50 characters.
    • This is not editable on Partnership update.
  • Source URL
    • The Default Value is the URL to the current JIRA Jira instance
  • Source Username
    • This is the Username for accessing the Source URL. 
  • Source Password
    • This is the Password for accessing the Source URL.
  • Destination Url
    • This is the URL to the destination JIRA Jira instance
  • Destination Username
    • This is the Username for accessing the Destination URL. 
  • Destination Password
    • This is the Password for accessing the Destination URL.
  • Partnership Icon
    • This is the Icon for the Quick Linker button that will be configured toward the partnership via the Mapping configuration. It's suggested choosing different icons for each partnership.

Review the Recommended best practices for Partnership credentials for further information on this setting.

Update an existing partnership

To update an existing Partnership just click the Image Added icon under the Operations column. You are not allowed to update all Partnership Properties and some updates are allowed depending by the specific scenarios,

Partnership Name cannot be updated.

Source URL, Username and Password can be updated only from the Source Jira instance.

Destination URL, Username and Password can be updated from both the Source and the Target Jira instance.

Notice that, on changing the Partnership Properties, a consistence check will be performed on the local as on the remote Jira instance. If Partnership Properties aren' validated, an alert advertises that changes cannot be pensisted.

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Delete a partnership

To delete an existing Partnership just click the Image Added icon under the Operations column.

Notice that Partnership deletion is allowed  in the following cases:

  • always, if the Partnership is a Local Partnership
  • always,if the current Jira instance is the Source URL of a Remote Partnership
  • if the current Jira instance is the Target URL of a Remote Partnership and  if the Partnership is disabled (e.g. Source URL no more existing, password changes, license expired etc).

On deleting a Remote Partnership, if the Partnership is enabled, data will be upgraded on the Target URL too.

If the Partnership is associated to existing Mapping and Quick Links the following alert is displayed:

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On click Image Added, all associated mappings and quick links are deleted too.