Streamline your workflow with TestRail and Jira

Table of Contents

1. Introduction
2. Prerequisites for Connecting TestRail and Jira
3. Configuring Jira Integration in TestRail
4. Using References in Test Cases
5. Pushing Defects from TestRail to Jira
6. Exploring the Integration Features

1. Introduction

• Overview of Jira and TestRail
• Importance of integrating the two systems

2. Prerequisites for Connecting TestRail and Jira

• Required credentials and access permissions
• Understanding the differences between Jira Server and Jira Cloud integration

3. Configuring Jira Integration in TestRail

• Accessing the Administration menu in TestRail
• Step-by-step guide to configuring the integration settings
• Saving and verifying the integration details

4. Using References in Test Cases

• How to link test cases to specific requirements or Jira issues
• Benefits of using references for traceability
• Hover preview feature for referenced issues

5. Pushing Defects from TestRail to Jira

• Creating bug reports in Jira from TestRail
• Adding details and comments to the bug report
• Customizing the push functionality to match team requirements

6. Exploring the Integration Features

• Reviewing the integration settings in TestRail
• Accessing the Defect View and Add URLs
• Checking the correct plugin version

Conclusion

• Recap of the integration process and its benefits
• Contact information for additional support or questions

Configuring TestRail and Jira Integration: A Step-by-Step Guide

Integrating TestRail and Jira provides software development teams with a seamless workflow for tracking issues and managing projects. This powerful integration allows users to link testing artifacts in TestRail to Jira issues, view Jira issue details and status directly within TestRail, and streamline the creation of new Jira issues with pre-populated testing details. In this article, we will guide You through the process of configuring TestRail and Jira integration, highlighting the key features and steps to ensure a successful setup.

1. Introduction

Jira is widely recognized as one of the leading issue and project tracking tools in the software development industry. It is commonly integrated with TestRail, a popular test management software. This integration enables users to establish a seamless connection between TestRail and Jira, facilitating better collaboration and efficiency in software testing and issue tracking processes.

2. Prerequisites for Connecting TestRail and Jira

Before diving into the configuration process, there are a few prerequisites to keep in mind. You will need the following:

a. Instance URL

• For Jira Cloud users: yourhostname.atlassian.net
• For Jira Server users: the base URL up to the .com, .net, or other TLD of the local Jira installation.

b. Login details for Jira

• A Jira account with basic access to view and Create issues in the Relevant projects related to those being tested in TestRail. This can be a personal or generic user account.

c. Integration credentials

• The authentication credentials for the Jira integration differ for Jira Server and Jira Cloud users. Jira Server users need to enter the traditional login details of username and password, while Jira Cloud users need to use their email address associated with their Atlassian account and an API token generated from Atlassian.

3. Configuring Jira Integration in TestRail

To start configuring the integration between TestRail and Jira, follow these steps:

1. Head to the Administration menu in TestRail.
2. Click on the integration tab on the right.
3. On the TestRail integration page, click the "Configure Jira integration" button.
4. A modal window will appear, asking for basic details about your Jira installation.
5. Fill in the URL of your Jira instance and select the Type of installation you're using (Jira Server or Jira Cloud).
6. Enter the default or fallback credentials for the integration. It is recommended to use a generic user account, but you can also use specific team member or administrator details if needed.
7. Check the boxes for the integration features you want to set up, such as defects for test results and references for traceability.
8. Once all the fields are filled correctly, click the "Enable Jira Integration" button to save the configuration.

4. Using References in Test Cases

TestRail allows users to add references to test cases, linking them to specific requirements, Jira issues, or bugs. This feature enhances traceability and provides valuable insights for testers. To use references in TestRail, follow these steps:

1. Edit an existing test case in TestRail.
2. Enter the ID of the related issue or requirement in the references field.
3. Hover over the issue ID in the references field to see a small pop-up displaying the details of the linked issue in Jira.
4. Utilize the hover preview to assess the readiness of linked requirements or the status of linked bugs.

5. Pushing Defects from TestRail to Jira

TestRail allows users to push bug reports directly from the platform to Jira. This streamlines the process of logging and tracking defects, ensuring quick resolution. To push defects from TestRail to Jira, follow these steps:

1. Have an active test run in TestRail with at least one test.
2. When encountering a problem during testing, fill in the important details in the add result dialog, including a comment.
3. In the defects field, click the push option.
4. The push modal window will appear, pre-populated with fields from your Jira instance.
5. Fill in the necessary information, such as the project and issue type. Most teams select the bug issue type, but it can be modified Based on your team's Jira implementation.
6. Review the details automatically populated based on the test case.
7. Click the push button to finalize the process.
8. The ID of the new issue will be entered into the defects field in the add result window.

6. Exploring the Integration Features

After configuring the integration, it's essential to explore and verify its functionality. Some key areas to check include:

• Defect View and Add URLs: Ensure that the correct Jira instance URL is filled in these fields.
• Plugin version: Verify that the correct plugin version is selected from the drop-down menu.
• User variables: Confirm that the user variables are present and matching on both the Defects and References tabs in the integration settings.

By thoroughly reviewing the integration settings, you can ensure that TestRail and Jira are seamlessly connected, enhancing your team's testing and issue tracking processes.

Conclusion

In conclusion, integrating TestRail and Jira can significantly improve the efficiency and collaboration within software development teams. By following the step-by-step guide provided in this article, you can successfully configure the integration, leverage features like references and pushing defects, and streamline your testing and issue tracking workflows. If you have any additional questions or need further support, do not hesitate to contact our team. Happy testing!

Highlights

• Seamlessly connect TestRail and Jira for enhanced issue tracking and project management.
• Follow the step-by-step guide to configure the integration.
• Utilize references to establish traceability between test cases and requirements/Jira issues.
• Push defects from TestRail to Jira for quick bug tracking and resolution.
• Verify integration settings, including Defect View, Add URLs, and plugin version.

FAQ

Q: Can I use TestRail and Jira integration with Jira Server and Jira Cloud? A: Yes, the integration supports both Jira Server and Jira Cloud. However, authentication credentials differ for each. Jira Server requires username and password, while Jira Cloud uses the email address associated with the Atlassian account and an API token.

Q: Can I push bug reports from TestRail to Jira without leaving the TestRail platform? A: Yes, TestRail allows users to push bug reports directly from the platform to Jira. This streamlines the process of logging and tracking defects, ensuring quick resolution.

Q: Can I link test cases to specific requirements or Jira issues in TestRail? A: Yes, TestRail provides a references feature that allows users to link test cases to requirements, specific Jira issues, or bugs. This enhances traceability and provides valuable insights for testers.

Q: Can I customize the push functionality when pushing defects from TestRail to Jira? A: Yes, the push functionality in TestRail can be customized to match your team's requirements. You can modify the template for the push function to automatically populate information from other fields in the test case or the result being added.

Q: What should I verify after configuring the TestRail and Jira integration? A: After configuring the integration, make sure to verify the Defect View and Add URLs, the correct plugin version selection, and the presence of user variables in the integration settings on both the Defects and References tabs.