Jira Align and Jira Integration Best Practices and FAQ Table of Contents

Kent Baxley

Last updated: 2023/10/24

Use this as a resource to find connections to the vast array of Community Articles related to Jira Align and Jira integration. Know of or write an article that isn't linked? Throw it in the page comments to get it added.

 

General Info

• What are the maximum role settings for an Integrated User in Jira Align?

Establishing Connectivity

• Jira & Jira Align Connectivity 
• Creating a Jira Service Account with Groups and Permission Schemes for Jira Align
•  Jira and Jira Align Integration: Creating an API Service Account 
• Jira Align to Jira Cloud Connectivity - Quick Guide
• Jira Align to Jira Server/Data Center Connectivity - Quick Guide

 

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Prior to Configuration

Best Practices

• Jira and Jira Align Integration: Sprint Best Practices
• Jira and Jira Align Integration: Issue Best Practices
• Jira and Jira Align Integration: Issue Field Best Practices for Create and Edit Screens 
• Jira and Jira Align Integration: Workflow Best Practices
• Jira and Jira Align Integration: Story Resolution Transition Best Practices 
• Jira and Jira Align Integration: Release Vehicle/Fix Version Best Practices

Jira Align Preparation

• Set Up PIs and Sync Sprints to Align Jira Software and Jira Align Sprints 
• Jira and Jira Align Integration: Setting up Connector Roles and Admins 

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Jira Connector Configuration

Basic Info

• Jira Connector Glossary
• Jira and Jira Align Integration: Issue, Story, and Epic Management 
• Jira and Jira Align Integration: Sync Time Throughput and Connector Performance

Custom Fields

• Jira and Jira Align Integration: Syncing a Jira Date Custom Field with Jira Align Accepted Date
• Syncing the Team Field Between Jira Software and Jira Align 
• Connecting Jira Cloud Roadmap with Jira Align Roadmaps
• Adding the Parent Feature Name and Program Increment (PI) Fields to Jira Software 
• View the Jira Align "Why" Field in Jira Software 
• Why enable the Jira Align Why Button?

Custom Issue Types

• Configure Custom Issue Type Mapping and Stories of Type Defect

State Mapping

• Mapping States, Steps, and Statuses between Jira Align and Jira Software
• How to Configure State Mappings between Jira Software and Jira Align 

Team Mapping

• Integrating Jira teams with Jira Align
• Syncing Kanban Teams from Jira to Jira Align 
• Jira Management Shared Sprints and Origin Sprints 
• Thoughts on the "best" structure in Jira to integrate Jira Align & Jira

Issue Syncing

• Jira and Jira Align Integration: Jira Query Language (JQL) Best Practices 
• Managing Jira Deleted Issues 

Additional Configurations

• Syncing a Jira Service Desk Project with Jira Align as a Scrum or Kanban Team 
• Sync a Jira Board with Multiple Team Level Projects in its Filter Query to a Jira Align Team 

 

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Post Configuration

• Jira and Jira Align Integration: Validating Data After Configuration
• Switching Between Scrum and Kanban Type Teams 
• Jira Align: Impacts of Deactivating Users 

 

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Troubleshooting

General

• Reviewing and Understanding Jira Connector Logs
• Jira and Jira Align Integration: Jira Rest API Calls for Configuration and Troubleshooting 

Board/Spring Mapping Issues

• Jira Align Admin > Jira Management > Jira Boards: No Project Found Error when Integrating Team Board
• Jira Connector- How resolve future sprint alignment errors 
• A filtered Jira Software Board is not synchronising into a Jira Align Program as expected?

State/Process Step/Status Sync Issues

• Jira Connector - Changing the states on a Jira Align work item fails to sync the change to Jira 
• A Jira Align Story synced from Jira is Marked Accepted but Progress Bar shows Pending Approval 

Issue Sync Issues

• Jira Connector-Feature sync failure "Components is required" 
• Jira Connector - Feature Sync Failure "'reporter' cannot be set." 
• Jira Connector - Feature Sync failure "The priority selected is invalid" 
•  Jira Connector - Fields not syncing from Jira Align work items to Jira issues 

 

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Older and/or Duplicate Articles

• Configuring a Jira Connector with a Cloud-Based Jira Instance and Oauth Authentication 
• Jira Integration BP and FAQs: Teams and Sprints 
• Update Atlassian ID for Jira Cloud users when integrating with Jira Align 
• Jira Align Users: Full vs. Integrated

Andy - PTC Redundant

I love these types of posts.... should actually be a standard feature of Kronos in my opinion!