Integrating with Jira

Helix ALM supports integration with Atlassian Jira. You can attach Jira issues to Helix ALM items to indicate that the items are related. You can also create new Jira issues from Helix ALM and automatically attach them to Helix ALM items. See Attaching Jira issues to Helix ALM items and Creating Jira issues from Helix ALM.

In most cases, teams use the Helix ALM Jira integration when they work with other teams who track issues in Jira. For example, the QA team may use Helix ALM for test case management and the development team may use Jira for bug tracking. When a test fails, a tester can create a new Jira issue from the Helix ALM manual test run. A developer can then view the issue in Jira and fix it. Teams may also attach Jira tasks to Helix ALM requirements to show that the items are related across the applications.

Attaching a Jira issue to a Helix ALM item creates an association between them. All information is stored in Jira. The issue type, ID, summary, and status are displayed in the related Helix ALM item. You can easily open a Jira issue from a Helix ALM item to view it.

Perform the following tasks to configure and use the integration.

Administrators

Before users can work with Jira issues, an administrative user or another user with high-level security permissions must perform the following tasks to configure the integration using the Helix ALM desktop client.

1. Enable the Configure Jira Integration security command for your security group using the desktop client. This command is in the Administration category in the Edit Security Group dialog box. See the Helix ALM Client help for information.

2. Configure a connection to a Jira instance. You may need to contact the Jira instance administrator for connection information. You can connect to one Jira instance per Helix ALM project. See the Helix ALM Client help for information.

3. Configure the Jira projects, issue types, and fields available when users create Jira issues from Helix ALM. See the Helix ALM Client help for information.

4. Test the integration to make sure it works correctly. Attach Jira issues to Helix ALM items and create Jira issues from Helix ALM.

5. Configure the appropriate Jira integration command and field security permissions for security groups in the Helix ALM project using the desktop client.

Users

Before you can work with Jira issues in Helix ALM, you may need to enter your Jira login information. See Configuring Jira integration settings.

You can perform the following actions:

• Attach Jira issues to Helix ALM items
• Create new Jira issues and automatically attach them to Helix ALM items
• View Jira issues attached to Helix ALM items
• Detach Jira issues from Helix ALM items

You can view information about attached Jira issues in Helix ALM detail, list, and matrix reports, and information exported to Microsoft Word. You can also add filter and search restrictions based on attached Jira issues.

Other Jira integration options

Helix ALM for Jira app

If your team uses the Jira integration, when working in Jira, you can view Helix ALM items that issues are attached to and add new Helix ALM items that are automatically attached to the issue they were added from. To do this, the administrator must install and configure the Helix ALM for Jira app in Jira. Users can view information about Helix ALM items in Jira issues and easily open the items in Helix ALM Web to see more details. See the Helix ALM Client help for information.