Zephyr Enterprise DocumentationZephyr EnterpriseZephyr EnterpriseTable of ContentsWhat's New in Zephyr Enterprise Release 8.1.08.0.1 Release Notes7.21.1 Release Notes7.21.0 Release Notes7.20.1 Release Notes7.20.0 Release Notes7.19.0 Release Notes7.18.0 Release Notes7.17.2 Release Notes7.17.1 Release Notes7.17.1 Release Notes7.17 Release Notes7.17 Release NotesVersion HistoryZephyr Installation & Upgrade GuidesZephyr System RequirementsZephyr Supported PlatformsZephyr Usage RequirementsZephyr Cloud RequirementsZephyr Server RequirementsZephyr Data Center RequirementsZephyr Enterprise TrialZephyr Trial Installation for WindowsInstallation of Zephyr Enterprise Trial via DockerDocker Trial TroubleshootingZephyr On-Premise Production InstallationZephyr Production Installation for WindowsZephyr Production Installation for LinuxSet Up Zephyr Data Center Cluster1. Connect to an External Database2. Install & Configure Elasticsearch3. Install Zephyr Enterprise on NodesOn WindowsOn Linux4. Set Up a Shared Directory5. Configure Load Balancer6. Bring Up the Whole SystemFurther StepsUpgrading Data CenterUpgrade Steps on WindowsUpgrade Steps on LinuxConnecting to an External DatabaseMySQLMicrosoft SQLOracleElastic SearchElasticsearch 7.16.2Elasticsearch 7.16.2Enable Authentication for Elasticsearch 7.16.2Enable Authentication for Elasticsearch 7.16.2Elasticsearch 8.6.2Elasticsearch Single Node - In WindowsElasticsearch Single Node - In LinuxElasticsearch ClusterAdditional Information - ES 8.6.2Upgrading Zephyr EnterpriseZephyr On-Premise Upgrade InstructionsUpgrade Embeded MYSQL 5.7 to MYSQL 8.0Steps to change the JDBC DriverTake Database BackupZephyr On-Premise Rollback ProcessSpecial SSL ConsiderationChange Ownership of the File in LinuxPost-upgrade Steps for Zephyr SaaS/CloudTroubleshootZephyr Administration GuidesSystem SetupSystem ConfigSSL Setup in ZephyrIntegrate JIRA SSO with Zephyr OAuthEmail NotificationsAbout ZephyrLogin LimitAuthenticationSSO Setup with Okta in ZephyrOkta LDAP ConfigurationSSO Setup with Azure AD in ZephyrJira IntegrationSetting up Jira IntegrationConfigure OAuth ConnectionConfigure Basic (cookie-based) ConnectionCreating Jira WebhooksUsing Jira WebhooksConnection Between Server and Cloud InstancesCaching Jira DataJira Management PreferencesMigrating From Jira Server to Jira CloudJira Integration: Zephyr EnterpriseCustomizationsCustomize RolesCustomize Project FieldsCustomize Requirement FieldsCustomize Testcase FieldsCustomize Testcase Estimated TimeCustomize Testcase and Test Step Execution StatusCustomize Test Repo ConfigurationCustomize Bulk Status UpdateCustomize Test Case Priority FieldCustomize Trend Data CollectionIndexing ProcessAdvancedCustomize Gadget Refresh RateExternal StorageUser SetupAdding a UserEditing a UserEnabling and Disabling UsersRemove the User's Personal InformationExporting a List of UsersReset User PasswordChange an Account PasswordGroup SetupAdding a GroupEditing a GroupDeleting a GroupImport GroupsProject SetupAdding a ProjectEditing a ProjectDeleting a ProjectProject Test Repository Backup and RestoreDefect AdminZephyr Defect Tracking CustomizationsGroups and PermissionsProjectsWorkflowZephyr Internal PreferencesCustomizationJIRA Defect Tracking CustomizationsZephyr Server/Data Center Backups and RestoreZephyr Cloud Backups and RestoreZephyr Audit LogsZephyr User GuideRelease SetupAdding a ReleaseEditing a ReleaseDeleting a ReleaseCloning a ReleaseRequirementsProject and Release Requirement RepositoryAdding a Folder in RequirementsAdding a RequirementEditing a RequirementCloning a RequirementDeleting a RequirementMapping Requirements to a Test CaseAllocating and Deallocating a RequirementImporting RequirementsImport Requirements via Excel SpreadsheetsImport Requirements From JiraExporting RequirementsJIRA Requirements SyncRequirements TraceabilityTest RepositoryGlobal Test RepositoryMove OwnershipProject and Release Test Case RepositoryAdding a Folder in Test RepositoryAdding a Test CaseAbout Adding an AttachmentEditing a Test CaseTest Step Copying and DeletingTest Case VersioningBulk Edit Test CasesCloning a Test CaseDeleting a Test CaseMapping Test Cases to a RequirementTracking AutomationImporting Test CasesTip: Auto-creating Directory Structure when Importing Test casesExporting Test CasesTest Case Usage HistoryTest Case ReorderingCopying Test CasesSharing Test CasesTest PlanningManaging CyclesManaging PhasesAssigning Test Cases to UsersAdding and Deleting Test Cases in a Test PhaseSynchronization and Flagging/UnflaggingHiding and Unhiding Test CyclesCopy and Move Test Cycle FoldersTest ExecutionExecuting Manual Test CasesLogging Test Run ResultsExecuting Automated Test CasesLinking DefectsSync Test Case VersionsTest Case Execution HistoryExporting Test ExecutionsEditing Test Cases During Test ExecutionDefect TrackingCreating DefectsSearching for DefectsEditing DefectsCreating Sub-TasksExporting DefectsSupported Jira Custom FieldsReporting and DashboardsZephyr DashboardsManaging DashboardsGadgetsReportsCustom Export Report WizardSearchGlobal SortingZephyr Test AutomationZephyr VortexScript AutomationSuite AutomationFolder WatcherAutomation REST APIAutomation REST APIAPI Operations for Automation JobsVortex Job Execution EventsZBot OverviewZbot in a 64-bit EnvironmentZbot in a 64-bit EnvironmentInstalling and Getting Started with ZBotsInstallation and Usage of ZBots on Linux/MacOSInstallation and Usage of ZBots on WindowsUpdating Automation Execution Results with ZBotsUpdating Automation Execution Results with ZBotsIntegration with TestCompleteParser TemplatesCreate, Edit and Delete TemplatesCreate Parser TemplatesGet List of Available Parser TemplatesEdit Parser TemplatesDelete Parser TemplatesParser Template SyntaxZephyr Enterprise Jira PluginZephyr Enterprise TraceabilityZephyr Enterprise Feature ContentZephyr REST APICreate and Manage API Tokens in ZephyrUpdate Testcase APISearch APIImport & Synchronize LDAP/Crowd Groups