Installation and setup

This topic explains how to integrate P4 Plan with Jira Server. This integration is deprecated and will be discontinued in the near future. If you use Jira Cloud or Data Center, see the Jira integration documentation.

Before using the P4 Plan Jira integration in your production environment, we recommend testing the integration using a test P4 Plan server and a sample Jira project. This makes implementation easier and reduces the amount of changes you may need to make in the production environment.

Prerequisites

The following components are required to use the P4 Plan Jira integration.

  • P4 Plan server with the SDK module enabled for your license. Contact Perforce Support for information about licenses.
  • P4 Plan for Jira plugin, which is available in the Atlassian Marketplace
  • P4 Plan Jira integration hosted on a Windows computer. See the P4 Plan server system requirements.
  • Jira Server or Jira Data Center. The integration is not supported for Jira Cloud.
  • Jira Agile app, which lets the integration sync P4 Plan sprints and releases to versions in Jira. The app must be installed, but does not have to be loaded in projects if you are not using it.

Installation overview

To encrypt all data stored on the P4 Plan Server, use an encrypted disk. If you do not use an encrypted disk, some data related to P4 Plan on the server will remain unencrypted. Only the user running the server should have access to the database, installation, and backup folders.

Perform the following tasks to install and configure the P4 Plan Jira integration.

1. Add an SDK user in P4 Plan.

2. Add a Jira user to use for the integration.

3. Download and run the P4 Plan Jira Integration installer.

4. Configure email notifications to receive email when integration problems occur. (Optional)

5. Install the P4 Plan for Jira plugin in Jira.

6. Add the Jira user to the hansoft-plugin-users group in Jira.

7. Configure the integration in P4 Plan, which includes configuring the Jira user and project information, and Creating a P4 Plan report to indicate items to sync with Jira.

8. Create a filter in Jira to specify which issues to sync with P4 Plan.