Migration from JSW (cloud) to JSM (cloud)

[John Wells]

I'd like to migrate a team from using Jira Software to Jira Servive Management in our cloud subscription.

I've created a JSM project using the existing JSW project as a template. If I bulk move the issues from the JSW to the JSM project:

• What else would need to change for our team to start using the JSM project? 
• What would appear differently for our team? Would it be pretty much identical in experience and workflow until we start expanding our use of JSM features, or would some things be different?
  
  

Thanks so much in advance.

[Trudy Claspill · Accepted solution]

Hello @John Wells 

Welcome to the Atlassian community.

Can you tell us about what problem you are trying to solve with this change?

What about JSW is not satisfying your needs?

What about JSM do you think will satisfy your needs?

[John Wells]

I've inherited this situation, but basically:

We are a very small team using Jira Software for two teams: one is an operational help desk and the other is our software team. Our operational team is intended to be the work ingestion route for a our company (Help Desk). We would like to offer our internal employees the ability to submit tickets either through a user portal or through email, which I believe is supported on both side by JSM. Of particular importance is the ability to have unlicensed users submit tickets.

My goal is to transition the operational team to JSM, keep the software team in JSW, and hopefully find a seamless way to flow requests between the two.

[Trudy Claspill]

That is a common use case.

Yes, email and portal ticket submission is supported by JSM, where only email and full UI is supported for JSW and only for licensed users.

If you are keeping Jira Software for your development team, then you can use the agile functionality of it to continue to have boards for the issues in the Service projects if your Operational team needs boards.

You can use issue linking and automation to relate issues in the Service project to issues in the Software project and keep information synchronized between them.

Note that there are additional setups that you will need to do to enable your internal users to become Customers of your Service project(s) so that they can submit issues. Customers are a special type of "licensed" user that does not count against your licensing costs.

[John Wells]

Thanks so much, Trudy. This sounds exactly like what I'm trying. to accomplish. Where is the best place to go to learn more to about setting this up correctly?

[Trudy Claspill]

For learning about Service Management you can find courses on Atlassian University:

https://university.atlassian.com/student/catalog/list?search=jira+cloud+service+management

And tutorials on YouTube:

https://www.youtube.com/results?search_query=jira+cloud+service+management

If you want to learn about Automation Rules the home page of the documentation is here:

https://support.atlassian.com/jira-software-cloud/docs/automate-your-jira-cloud-processes-and-workflows/

There are prebuilt rule templates that you can find within the Automation feature, and also here:

https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

It doesn't look like there is a template for this exact scenario, but there are lots of posts in the Jira communities about Automation Rules. You might find that there is already a post where somebody asked how to create and link and synch issues.

If you work on the rule yourself and run into trouble, you can come back to the community to ask questions. In that case, it is very helpful to us if you post an image that shows your entire rule, and post the Audit Log for an execution of the rule when it didn't give you the results you expected.

[Joseph Chung Yin]

@John Wells -

To supplement what @Dirk Ronsmans suggestions, the other differences are -

1) In JSM, issues are typically created via JSM portal UI and not normally created in the project UI.

2) In JSM, you will need to setup Request Types based on your JSM issue types to create the issue creation screen.

3) JSM is free for all customers who need to create issues in your JSM project via the portal UI.  Anyone who needs to work or be assigned to against the actual tickets (issues once submitted) will required JSM agent license.  Agent licenses are different than the JSW user licenses.

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

[Dirk Ronsmans]

Hey @John Wells welcome to the community!

In essence the way of working remains the same. You still have issues that have workflow behind it and fields that show on a screen.

There will be some (major) differences in how the items are visualized to your agents tho.

I think the main difference will be the lack of boards and the introduction of Queues.

If you don't configure any of the other options (SLA, Opsgenie integration, Change process,..) it won't be that much of a big change initially.

You will need to give the users a JSM licence of course (product access) otherwise they'll have very limited access to the JSM project 

[John Wells]

Thank you for the reply, Dirk. I appreciate it!