Issue-Tracking Integrations: Overview

Applies to Collaborator 14.7, last modified on December 18, 2024

Collaborator provides advanced support for JIRA issue-tracking and Team Foundation Server work item systems, giving you the possibility to easily integrate these products into your work processes. It automatically synchronizes reviews and the issues/work items addressed in those reviews, appends the issues to the review's Remote System Links section and retrieves the item's current status.

For other issue-tracking systems, your Collaborator administrator should establish integration as described in General Approach to Issue-Tracking Integrations.

Requirements

Server versions:

  • JIRA server 8.0 and higher (SaaS or on-prem, including Atlassian Data Center).
  • Team Foundation Server 2010 and higher.

Setup and configure integration - Your Collaborator administrator should create a new Remote System Integration configuration for your issue-tracking/work item system. The configuration defines what server to use, access credentials, list of projects to track and so on. Each single configuration instance tracks changes on a single server. To track multiple issue-tracker/work item servers, your administrators should create a separate configuration for each server. For detailed instructions on how to setup integration, see Configuring Issue-Tracking Integrations.

How Issue-Tracking Integration Works

Collaborator checks if the uploaded review materials are associated with any tickets/work items. Depending on system, Collaborator either retrieves this information from the changelist service data or parses review title, custom fields, changelist comments, comments and defects to match ticket/work item identifiers.

Once Collaborator finds that the review materials are associated with some ticket or work item, it performs the following:

  • Links ticket or work item to a review. All linked tickets/work items, as well as their current statuses, will be displayed in the review's Remote System Links section. This feature is enabled automatically, when the respective issue-tracker configuration is created and integration is enabled.

    Review with links to JIRA tickets

    Click the image to enlarge it.

  • Links review to a ticket or work item. A link will be appended to a ticket/work item, if an issue-tracking system permits it. This feature is enabled automatically, when the respective issue-tracker configuration is created and integration is enabled.

    JIRA ticket with link to review

    Click the image to enlarge it.

     Team Foundation Server work item with link to review

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  • Converts ticket identifier into hyperlink. (JIRA Only.) This is similar to creating automatic links manually, however requires less effort, since appropriate links will be configured automatically on the basis of the specified issue-tracking server. This feature is enabled by default and controlled by the Automatically Add Remote System Links template setting.

  • Allows to create tickets for external defects. (JIRA Only.) You can create tickets in your issue-tracker directly from the Collaborator reviews. This feature is disabled by default. To enable defect export, go to the Review Templates screen, edit the appropriate template, change the Automatically Create New Work Item for External Defects setting for that specific system field to "Enabled" and select which project will be pre-selected in the dialog that suggests creating a ticket/work item.

    Creating JIRA ticket from review

    Click the image to enlarge it.

  • Allows to create new reviews or link existing reviews form issue-tracker. (JIRA Only.) You can create new Collaborator reviews or link existing reviews directly form the issue-tracker ticket. This feature is enabled, when the respective issue-tracker configuration is created, integration is enabled and Collaborator for JIRA plug-in is installed.

    Creating reviews from JIRA ticket

    Click the image to enlarge it.

Technical Details

  • Item statuses in the Remote System Links are updated upon webhook events (if a remote system supports webhooks), or periodically (default interval is every 2 minutes and can be adjusted via VM option).

  • The Project List field of JIRA configurations can contain up to 10000 characters.

  • Connections established by JIRA integrations do respect proxy settings if they are specified for Collaborator server.

  • Team Foundation Server work items do not have unique identifier except for their ordinal number. Because of this, Collaborator cannot determine work item identifiers within review's text fields (title, custom fields, comments and others) and, consequently, cannot automatically convert them into hyperlinks.

  • Currently, creating tickets for external defects is only available for JIRA issue-tracking systems.

  • When creating tickets for external defects on JIRA servers, the dialog may display additional fields depending on server's custom fields configuration. Currently, integration is able to retrieve and display standard custom fields. Advanced custom fields are not supported yet. If advanced custom fields are mandatory for creating new tickets,  Collaborator will fail to create it.

  • If the Issue Links (older JIRA versions) or Web Links (newer JIRA versions) section is missing, then the functionality described in the item won't work at all. The Collaborator review section of the plugin won't display any review information automatically.

Related Topics of Interest

General Approach to Issue-Tracking Integrations

This topic describes general approach to integration with any issue-tracking system. Integration can be done in several ways depending on your needs.

About JIRA Integration
 
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