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Go2Group synapseRT for JIRA 5 - Installation Guide for Latest Version

Go2Group synapseRT displays requirements based on projects and releases, providing a comprehensive view into your entire developmentenvironment. Go2Group synapseRT provides a dashboard within JIRA to track requirements against specific releases. In addition, synapseRTdisplays charts related to specific requirements due dates across projects.

This document applies to version 4.2.

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Go2Group synapseRT for JIRA 5 - Installation Guide for Latest VersionOverview

ArchitectureUse Case

RequirementsWhat's NeededWhere to Get HelpWhat's New in This Version

InstallationInstallation OverviewInstallation AssumptionsUsage Universal Plugin Management systemInstallation Steps for plugin Installation with Atlassian Plugin Exchange.Installation Steps for plugin Installation with uploading file from a local machine.Installation Steps for Manual Plugin Installation.The System migration from Jira 4.3.4 to Jira 4.4

ConfigurationOverviewBase configurationTest Suites Management

ActionsDashboardTest Case State AutomationTest plan workflowFishEye integration

What's NeededConfiguration

UninstallationManual Plugin Uninstallation.Plugin uninstallation with Universal Plugin Manager.

Tips and TroubleshootingGeneral SuggestionsUpdates and UpgradesFrequently Asked Questions

Additional InformationTechnical SupportSales SupportLearn More

Go2Group synapseRT for JIRA 5 - Installation Guide for Latest Version

Overview

Go2Group synapseRT displays requirements based on projects and releases, providing a comprehensive view into your entire developmentenvironment. Go2Group synapseRT provides a dashboard within JIRA to track requirements against specific releases. In addition, synapseRTdisplays charts related to specific requirements due dates across projects.

By simply clicking on the Go2Group synapseRT link in the JIRA menu bar, the Go2Group synapseRT dashboard appears. From here, selecting aproject and release from the dropdown menus, then clicking the Query button displays the requirements data in a dashboard.

Additional functionality includes drilling down on specific requirements / issues by clicking a requirement in the matrix. The information from thatrequirement / issue can be displayed by clicking on the defect link.

Architecture

Go2Group synapseRT leverages JIRA 5's architecture, including Google Gadgets and custom issue types, allowing all test management activityto be captured within JIRA.

Use Case

The Test and Development phases of the software development life cycle process are seen as key indicators to the success and efficiency of aproduct being available to the general public on time. Here's a usage scenario of how Go2Group synapseRT can add value to your workflow.

Questions Being Answered

What test case is associated with a requirement?What defect is associated with a test case?What is the requirement burndown chart?How many defects are related to the requirement?What's the relational matrix between requirements and test cases?

Use Case Example

Project manager defines a new version for project release.Project manager/Quality Assurance (QA) creates requirements associated to the version and estimates the effort in time.Project manager/QA creates test suites and test cases for each requirement.QA team creates issues when the tests fail.Project manager monitors the project in synapseRT dashboard using the traceability and planning tabs.

For more information, please review the .Usage Guide

Requirements

What's Needed

To successfully install and configure Go2Group synapseRT for JIRA 5, you will need to verify that you have satisfactory versions of severalprograms, and the appropriate permissions for installation and configuration.

In addition, before you read this guide, you should be familiar with the following JIRA concepts:

ProjectsIssuesCustom fields

Atlassian JIRA

The plugin is compatible with JIRA 5.0Version 2.3 of the plugin is not compatible with JIRA version 3.xVersion 4.0 of the plugin is not compatible with JIRA version 4.xFor more information on Atlassian JIRA, please visit the Atlassian JIRA website at: www.Atlassian.com/JIRA

Java 6

Java is available from the Sun website at: www.Sun.com

Administrative permissions

You will need access to the JIRA serverYou will need administrative access to JIRA

Where to Get Help

Go2Group provides support for its entire line of products by telephone, email, and a product-specific customer support ticket system:

By telephone 877 442 4669

By email support@Go2Group.com

By ticket jira.Go2Group.com

The support site above is self-administered - feel free to create and manage your account. For additional support information, please review the support page.synapseRT for JIRA 4

For support with JIRA, please contact your Atlassian representative.

What's New in This Version

Go2Group is excited to announce the availability of version 2.3 of Go2Group synapseRT for JIRA 4! For a full list of updates, please visit the page.Go2Group synapseRT for JIRA 4 Updates

Installation

Installation Overview

This installation guide explains how to install the plugin using the provided installer. For details on manual installation, please .contact us

Installation Assumptions

Before you begin, please make sure that you have obtained:

A local copy of the Go2Group synapseRT for JIRA 4 installation file, available from the . (Or you need InternetGo2Group support siteaccess during installation in order to download plugin installer within Jira from Atlassian plugin Exchange)A license key for Go2Group synapseRT. Evaluation license keys may be obtained by using the on theGo2Group Contact FormGo2Group website|http://www.go2group.com].Appropriate privileges for JIRA.Privileges to install software on the JIRA server and restart the application.

Usage Universal Plugin Management system

This section applies to jira 4.2-4.4 only

synapseRT 2.3 is build with plugin v2 system, so you can easily install synapse plugin with Universal Plugin Management system. If you haveJIRA 4.2 you can install Universal Plugin Management manually using the link .installing the Universal Plugin Management

Installation Steps for plugin Installation with Atlassian Plugin Exchange.

1. Start .JIRA2. Go to . The login form will be on the page. Log in to JIRA.JIRA System Dashboard

3. Follow the link in the top menu.Administration

4. In the left bar open the link.Plugins

5. page will appear. In order to have access to requested page you have to login as an Administrator with temporary access using LoginLogin

form.

6. plugin page will appear. Click the tab of UPM.Universal Plugin Manager (UPM) Install

7. Put in search field in order to find plugin in the . Press button.synapseRT synapseRT Atlassian Plugin Exchange Search

8. In search results will be card. Open details by mouse click.Go2Group synapseRT

9. Press button in the frame that will appear to install synapseRT plugin from Atlassian Plugin Exchange.Install Now

10. Installation progress message will appear.

11. You will see plugin in plugins tab after Installation is complete.synapseRT Manage Existing

12. Now you have to re-index your data. The corresponded message will appear on the page. Follow the link.Indexing

13. Jira data.Re-index

14. Follow the link in the top menu.Administration

15. Open the link in the left menu.synapseRT Configuration

16. page will open.Installation Synapse

Installation Steps for plugin Installation with uploading file from a local machine.

1. Open following URL in your Web Browser: http://doc.go2group.com/display/SRT4/01.+Download

2. page will open.Download the Go2Group synapseRT Plugin

Open link and save plugin file on your local machine. In this example file was saved on local disk C: with nameDownloadg2g-synapse-jira-2.2.jar so that path to file was C:\g2g-synapse-jira-2.2.jar

3. JIRA.Start4. Go to JIRA . The login form will be on the page. to JIRA.System Dashboard Log in

5. Follow the link in the top menu.Administration

6. In the left bar open the link.Plugins

7. Login page will appear. In order to have access to the Plugins page you have to login as an Administrator with temporary access using Login

form.

8. plugin page will appear. Click the tab of UPM.Universal Plugin Manager (UPM) Install

9. Open Upload Plugin link.

10. In Upload Plugin Dialog window browse path to your plugin file on local machine.

11. Press button.Upload12. Installation progress message will appear.

13. You will see plugin in plugins tab after Installation is complete.synapseRT Manage Existing

14. Now you have to re-index your data. The corresponded message will appear on the page. Follow the link.Indexing

15. Jira data.Re-index

16. Follow the link in the top menu.Administration

17. Open the link in the left menu.synapseRT Configuration

18. page will open.Installation Synapse

Installation Steps for Manual Plugin Installation.

1. JIRA.Stop

2. Place plugin *.jar file into \plugins\installed-plugins directory.JIRA_Application_folder

3. JIRA.Start4. Go to JIRA . The login form will be on the page. Log in to JIRA.System Dashboard

5. Follow the link in the top menu.Administration

6. Open the link in the left menu.synapseRT Configuration

7. page will open.Installation Synapse

The System migration from Jira 4.3.4 to Jira 4.4

In order to your system with from to you have to firstly Jira 4.3.4 data withmigrate synapseRT plugin v2.3 Jira 4.3.4 Jira 4.4 updatesynapseRT plugin and then use this Jira data to in Jira 4.4.import

1. synapseRT v2.3 plugin on your Jira 4.3.4.Install

2. Open .System Dashboard

3. Follow the link.Administration

4. Open the link in the section.Job Management synapseRT

5. You will see the Progress of . It may require some time.Test Suites Ugrade

6. In this example ugraded Jira data will be exported in file from Jira 4.3.4 and imported in Jira 4.4..xml

7. Open the link in the left Jira menu after upgrade is complete.Backup Data to XML

8. page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access using LoginLoginform.

9. data in .xml file.Backup

10. Jira 4.3.4.Stop

11. created file into Jira 4.4 directory.Place import

12. Start Jira 4.4. In this example already installed on Jira 4.4.synapseRT v.2.3

13. Open the .System Dashboard

14. Follow the link in the top Jira menu.Administration

15. dashboard will appear. Open the option menu. Choose option.Administration System Import&Export...

16. Login page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access usingLogin form.

17. Open the tab.Restore System

18. .xml data file.Import

19. Your has been succesfully upgraded.System

Configuration

Overview

The configuration of Go2Group synapseRT is straight-forward:

Add license keyCreate custom fieldsCreate custom issue typesCreate links

The following steps provide details for configuration Go2Group synapseRT.

Before continuing, please ensure you have administrator rights to JIRA!

Base configuration

The Go2Group synapseRT plugin v3.0 configuration is fully automatic. It includes needed issue types creation, enabling required Jira functions ifthey are not active. The plugin creates test project after first Jira restart and every configuration savings. 

On synapseRT installation page synapseRT Configuration panel is default and you have to specify next parameters: Custom Field names, issuetypes assigned to synapseRT and license key.

. You have to specify the names of Custom Fields provided by synapseRT in the first section of the page.

2. Next, you have to configure issue types used by synapseRT. You can read more about these issue types in usage documentation.

4. From Go2Group synapseRT plugin v2.3 all issue types may be requirements or defects. You should configure this function in this step. Theissue types assigned as synapseRT Requirement are in the left list, the issue types assigned as synapseRT Bug are in the right list. Unassignedissue types are in the middle list. You can move issue types using arrow buttons. The page does not let to make one list empty when you savechanges, there will be always at least one issue type.

5. Put your license key into License Key field.

6. Save settings.7. Follow the link in the left menu.Workflows

8. Login page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access using Loginform.

9. You will see two new automatically created workflows on the opened page. Automatic workflow will be active as we specified before.

10. Open the link in the .Steps Test Case Automatic workflow

11. Open the link.statuses

12. You will see the page. Three new statuses were created automatically.statuses

13. Open the link on the Administration screen.Custom Fields

14. You will see the page. Seven custom fields were created automatically.Custom Fields

15. Follow the link on the Administration screen.Projects

16. You will see that was created automatically by synapseRT.one new project

17. Follow the link on the Administration screen.Projects categories

19. You will see that one new project category was created automatically by synapseRT.

Feel free to review the to better understand how to manage test cases, requirements, and test suites within JIRA using Go2GroupUsage GuidesynapseRT.

Test Suites Management

Open the link in to access the Test Suites Management panel.synapseRT Test Suites Management Administration

Test Suites Management panel allows you to operate with Test Suites and to see the lists of issues which are linked to the Test Suites. Thepanel allows you to operate with Test Suites:

1. You can using the form which includes field and field.add a new Test Suite Jira Container Test Suite Name

2. The specifies which type of the Test Suite will be created. It can be , , .Jira Container Global Category Project will be available to be linked to an issue in all Jira Projects. This is default option in option list.Global Test Suite Jira Container

So will be available in those Jira Projrects which are assigned to the .Category Test Suite Project Category

One more Jira Container is . It allows you to make a Test Suite available only in the choosen . You can find moreProject Container Project

information about and Jira Containers below in this section.Project Category Poject

3. The table of existing Test Suites and their Test Cases. This table displays only the of current . The table includesTest Suites Jira Containerthe list of which are linked to a . section displays three links and allows you to operate with existing Test Suites.Test Cases Test Suite ActionsYou can find more information about Actions below in this section of the Installation Guide.

The synapseRT Test Suites Management page for shown below. There is the option list in which youCategory Jira Container Jira Categoryshould specify the which defines projects for a .Project Category Test Suite

The synapseR Test Suites Management page for shown below. There is the option list in which you shouldProject Jira Container Jira Projectspecify the for a .Project Test Suite

Actions

Edit Action displays Test Suite name change menu. Specify new Test Suite name in the field and press to rename the Test Suite.Update

Delete Action allows to delete the Test Suite.

More Action link displays following Actions: , and .Merge Test Suite Split Test Suite Copy Test Suite

Merge Action allows to merge the Test Suite to more inclusive Jira Container.

Split Action allows to split the Test Suite to less inclusive Jira Container.

Copy Action allows to copy the Test Suite to another Project.

You can find more information about Test Suites in our Usage Guide in .the Test Suites section

Dashboard

By default Go2Group synapseRT dasboard is available for project administrators. You can add the other groups that will have access tosynapseRT dashboard.Go to the section and follow the link from section, as on the image belowAdministration Dashboard configuration SYNAPSE

The users from the groups in the right listbox have access to SYNAPSE dashboard. We can select groups in the left listbox and grant thempermission to access synapseRT dashboard by pressing the button at the bottom of the listbox. To revoke granted permission select groups atthe right listbox and press the button at the bottom of the listbox.

On this configuration screen we can configure plugin interface settings.

1. This parameter defines the maximal number of requirements for requirement tree level in Traceability matrix.

2. In this field you can specify which number of test cases will be displayed in the Traceability table.

3. and 4. define the  number of issues which will be displayed in the Release Planning Dashboard.

5. This parameter represent the number of issues which will be available on the minipages of custom fields. Image below show Requirementcustom field for parameter value 1.

6. Here you can configure the number of issues on a tree level for requirement tree and the number of test cases that will be shown in issue tabs.

7. Check this option to enable synapseRT integration. You can find more information about the configuration of Fisheye integration in Fisheye the .Fisheye section

Test Case State Automation

This section describes how to automate Test Case State change.

You will find more information about Test Case State visiting the Test Case State of the Usage documentation.section

To link Test Case State change to your existing workflow you should do the following:

1. Create draft workflow from your existing workflow

You can either create new transactions or modify existing. To create new transaction

2a. Follow add transition link at 'Operations' column opposite to step name you want to start with

2b. Put the name, description and destination step for that transition. Then press 'Add' button

2c. New transition was created

3. Select a transition you want to modify

4. Select Post Functions tab

5. Follow 'Add a new post function ...' link. You will see postfunction selection screen

6. Select 'Change synapseRT Test Case State field from custom list' option and press add button. You will see postfunction configuration screen

7. Select Test Case State you want to enter during that transition and press 'Add' button

8. You will see selected postfunction in the list

This postfunction is not orderable and unic

9. You can select Test Case Results screen that was created during synapseRT setup. To do that follow this transition linkEdit

10. Select Synapse Test Case Results screen for transition view and press update button

9 and 10 are optional. Repeat 2-10 if needed for all transitions you want to modify

11. Publish the workflow: follow 'Publish' link on the panel then save a backup copy (or not) and press buttonUpdate

Your workflow was configured to workk with Test Case State

To use that feature just use workflow transition you've been edited. Test Case State will update automatically, and Test Case Result will track thechanges and put additional information if you selected the custom screen for a transition.

Test plan workflow

This section belongs to the of the Usage manual.Test Plan sectionIf you upgrade synapseRT from previous version, synapseRT will create Test Plan workflow and you have to assign this workflow to yourworkflow schemes.To do this follow steps below.1. Open Jira Administration section and follow the Workflows link. You will see that synapseRT Test Plan Workflow was created but now isinactive. Then open the Workflow Schemes link.

2. You will see existing workflow schemes. If the scheme which you want to change is active then you should disassociate projects from thescheme. In this example SYNAPSETEST Project associated to synapseRT Automatic Workflow Scheme.In this example we make the copy of active Workflow scheme, then associate Test Plan Workflow to new Scheme. Then we will associate the

project from old scheme to new scheme.So copy Workflow Scheme.

3. Open the Workflows link.

4. Open the Assign a workflow link.

5. Assign Test Plan workflow to the scheme.

6. Now workflow assigned to the scheme. Come back to workflow schemes.

7. We will edit our scheme name to new. Then we will open associated project.

8. On the Project page open the More link in the Workflows section.

9. Open the Actions menu and choose the Use a different scheme option.

10. Choose new workflow scheme and press the Associate button.

11. Associate statuses from the old scheme to the new one.

12. After process is complete your workflow scheme with synapseRT Test Plan is active.

FishEye integration

From Go2Group synapseRT v4.1 integration with Fisheye is available. You can map your Jira projects to Fisheye repositories during synapseRTconfiguration.

What's Needed

To successfully configure Go2Group synapseRT integration with Fisheye, you will need to verify that your Jira instance and FishEye + Crucibleinstallation configured and connected together according to the .Atlassian Guide

Configuration

First that we have to do it is to enable Fisheye integration. Open synapseRT Dashboard configuration and mark corresponding checkbox, press button.Set

After reloading page Fisheye connection options will become available. Here we have to put the link to Fisheye instance and Fisheye useraccount parameters.

Specify the values of these fields and press button.Set

After reloading page we can map Fisheye repositories to Jira projects. Use repository name in Fisheye system on this step.

Now we have Go2Group synapseRT integration with Fisheye configured. See of for more information.the Fisheye section Usage Guide

Uninstallation

Manual Plugin Uninstallation.

If synapseRT was installed manually, you have to use manual uninstallation method.1. JIRA.Stop2. Delete plugin file from directory.*.jar JIRA_Application_folder\plugins\installed-plugins

3. JIRA.Start4. Go to JIRA . The login form will be on the page. Log in to JIRA.System Dashboard

5. Follow the link in the top menu.Administration

6. In the left bar open the link.Plugins

7.    Login page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access usingLogin form.

8.    UPM synapseRT plugin will open.without

Plugin uninstallation with Universal Plugin Manager.

1. Go to JIRA . The login form will be on the page. Log in to JIRA.System Dashboard

2. Follow the link in the top menu.Administration

3. In the left bar open the link.Plugins

4. Login page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access using Loginform.

5. (UPM) plugin page will appear. plugin will be in the list.Universal Plugin Manager SynapseRT User-installed Plugins

6. Open details by mouse click on the plugin frame to open details. Press button.Uninstall

7. A confirmage message will appear. You have to confirm plugin uninstallation.

8. Uninstallation progress message will appear.

9. After uninstallation process is complete you will see the message that JIRA restart is needed in order to finally remove plugin from JIRA.

10. JIRA.Restart11. Go to JIRA . The login form will be on the page. Log in to JIRA.System Dashboard

12. Follow the link in the top menu.Administration

13. In the left bar open the link.Plugins

14. Login page will appear. In order to have access to the requested page you have to login as an Administrator with temporary access usingLogin form.

15. UPM synapseRT plugin will open.without

Tips and Troubleshooting

General Suggestions

Go2Group provides technical support for its entire line of products. If you run into any issues when installing or configuring the Go2GroupPerforce Plugin for JIRA, please .contact us

Updates and Upgrades

Go2Group provides regular updates to its products. These updates include performance enhancements and minor bug fixes.

To review previous, current, and upcoming updates and upgrades, please visit the .Go2Group support site

Frequently Asked Questions

Go2Group provides an updated list of .frequently asked questions

Additional Information

Technical Support

Go2Group provides technical support for its entire line of products.

Go2Group technical support is available by telephone, email, and a specific customer support ticket system for the Perforce Plugin for JIRA:

By telephone: +1 877 442 4669By email: support@Go2Group.comBy ticket: jira.go2group.com

The support site above is self-administered - feel free to create and manage your account. For additional support information,please review our Perforce Plugin for JIRA .support page

Sales Support

Go2Group provides sales support for its entire line of products, including the Go2Group Perforce Plugin for JIRA.

Go2Group sales support is available by telephone and email:

By telephone: +1 877 442 4669By email: sales@Go2Group.com

Learn More

For more information on Go2Group, its products, and its services, please visit our website at .www.Go2Group.com

For more information on JIRA, please visit the Atlassian website at .www.Atlassian.com

Installation Guide for Latest Version