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Deploy Projects

About this Page

This tool allows you to copy all the specific configuration schemes (like workflows, screen schemes, and permission schemes) that are actively in use by one or more selected projects.

What is the Use Case?

Use this to migrate a specific project or a group of projects to another instance. It ensures you only bring over the necessary configurations, preventing clutter on the new instance.

This feature is applicable to:

COMMAND CENTER FOR JIRA CONFIG MANAGER FOR JIRA

How to Clone Project-Associated Configurations

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Jira Configurations Associated to Projects

This feature allows you to clone Jira configurations, with a specific focus on filtering those configurations by project. You will select a source snapshot and then have the option to narrow down the configurations to only those associated with specific projects.

Step 1: Select Project Clone Action

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  • On the Projects Clone screen, select Create new copy to begin the process of creating a brand new project by reusing existing configurations.

  • Alternatively, you could select Update to update an existing project).

How to Deploy Projects (Create New Projects)?

Step 1: Select Project Clone Action
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  1. Select the Source site* (the Jira instance containing the project you want to clone).

  2. Choose the Configuration snapshot* that holds the data for the source project.

  3. Click Next.

Step 2: Create New Projects
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  1. The Clone: Project table lists all available source projects. Select the project(s) you wish to clone using the checkbox.

  2. For each selected project, define the New key and New name it will have on the destination site.

  3. Map the Project lead and Default assignee fields to the correct users or roles in the destination environment.

  4. Click Review dependencies

Step 3: Verify Dependencies
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  1. Review the summary table showing the User selected items and all calculated Dependencies (e.g., issue types, fields, screens) that must be cloned with the project.

  2. Verify the Total selected count (e.g., 77 items).

  3. Click Next to proceed.

Step 4: Choose to Restore Issues
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  1. On the Restore Issues screen, choose whether or not you want to restore the issues along with the project configurations.

  2. Select Yes to clone issues or No to clone only the project configuration (without associated issues).

  3. Click View summary.

Step 5: Review Summary and Initiate Clone
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  1. The final summary screen shows the comprehensive list of all components to be cloned (Projects, Boards, Filters, Issue Types, etc.) and the Action to be taken for each.

  2. Review the full list and confirm the configuration.

  3. Click the Clone button to initiate the project cloning job. (A final confirmation pop-up may appear before execution).

Step 6: Complete the process
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Enter the CAPTCHA code to complete the process.

How to Deploy Projects (Update)?

Step 1: Define Source Site Details
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  1. On the Project update screen, select the Source site* containing the updated configurations you wish to clone.

  2. Choose the specific Configuration snapshot* that holds the desired source configuration data.

  3. Click Next.

Step 2: Define Destination Site Details
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  1. Purpose: You select the Site* where the existing projects reside and need to be updated.

  2. Snapshot Selection: You must choose a recent Configuration snapshot* from the destination site. Revyz uses this snapshot as a baseline to compare against the source configuration, identifying the specific differences that need to be applied during the update.

  3. Action: After selecting the site and an accurate snapshot, you click View projects to proceed to the comparison screen where you can select the projects to update.

Step 3: Compare and Select Projects for Update
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  1. The Clone: Update Projects screen displays a list of projects from the source snapshot that can be used to update existing projects on the destination site.

  2. Use the table filters (e.g., Key, Name, Type) to locate the projects you are interested in.

  3. For each project, you can see if it is Present in source snapshot (Yes).

  4. Click Diff View next to a project to examine the specific differences between the source configuration and the destination configuration.

Step 4: Review Configuration Differences (Optional)
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Step 5: Initiate Project Update (Implied)

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Click on View Differences.

The current display of "NO CHANGE" in both sections indicates that the specific project being viewed is currently identical in both the source and destination environments, meaning no configuration updates are necessary for this item.

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