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Jama Connect - Jira Integration with Target Before Sync Configuration Feature

Integrating cross-system data every day requires a robust automated data integration solution. Users opting for manual methods of integration most often end up with inaccurate, outdated, and duplicate data, making it inconsistent and untrustworthy. The Search in Target Before Sync feature allows customers to configure search on target system fields with source system fields for mapping purposes. This feature enables OpsHub Integration Manager (OIM) to search for duplicate entities in the source and target systems and indicate to the customer the course of action. This video showcases how OIM enables integration between Jama Connect and Jira with the Target Before Sync Configuration feature.

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Video Transcript

Most businesses handle tremendous amounts of data each day; therefore, data integration is a major component of an effective data strategy for every organization. Most customers who integrate manually end up with inaccurate, outdated, and duplicate data, making it inconsistent, untrustworthy, and prone to leakage. The “Search in Target Before Sync” feature helps customers using manual methods or tools configure searches on any target system field linked to the source system field for mapping. This feature allows OIM to search for duplicate entities in the source and target systems and indicate to the customer what the course of action should be.

When the feature is not selected, OIM synchronizes entities normally and creates them in the target system if they were not synchronized already. In this video, we will showcase the integration between Jira and Jama using the target lookup configuration. The product owner creates a feature in Jama, gives it a name, and fills in all mandatory details like the development field before saving it.

The developer creates a feature in Jira in the project that needs to be integrated using OIM and provides a summary that should match the name given to the feature in Jama. Since the summary in Jira is mapped to the name in Jama, users need to fill the Jama ID field with the actual Jama feature ID that was recently created. The Jama ID is a custom field created in Jira by the user.

The feature is successfully created, and the developer goes on to update the summary for the feature and adds a comment to notify the product owner in Jama. In OIM, the entity and project in Jira are mapped to the corresponding entity and project in Jama. Here, we can see that the status and description in Jira are mapped to the status and description in Jama, and the summary in Jira is mapped to the name in Jama. The comments are also enabled. To navigate to the integration page, the OIM admin clicks “Integrate” on the mapping page to begin the integration.

OIM searches for the entity created in the target system, which is Jama, and maps it to the corresponding entity updated in the source system, which is Jira, using the Jama ID provided in the custom field created in Jira. On the integration page, the OIM admin clicks on “Entity Level Advanced Settings” and then on “Override Parameters.” Here, the OIM admin fills in the remote ID, remote link, and selects “Yes” for the “Search in Target Before Sync” option. This option allows users to search for items in Jira coming from Jama based on common attributes before creating an entity in Jira.

Users also need to provide the target search query and click on “Fail the Sync” to avoid duplication of entities or skip creating deleted entities in the target system. During the sync, users can select “Skip the Event” for cases where no entries match the query. Once all the required details are filled, the OIM admin saves and activates the integration. The product owner in Jama refreshes the page to view the updates made to the feature. The comment added in Jira is successfully synchronized to Jama.

That completes the demo. Thank you for watching.

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