Excel Connector for JIRA 1.2.1
Installation and functional presentation
Purpose of the plugin
Adressee:
This plugin is designated for any JIRA users, who would
like to manage JIRA issues directly from previously
generated MS Excel file.
This plugin allows:
Managing JIRA issues directly in MS Excel sheet:
•
•
•
•
Refresh issue in previously exported MS Excel sheet
Update issue directly from MS Excel
Update issue status directly from MS Excel
Create new issues from MS Excel
Compatibility with JIRA versions
and MS Excel
JIRA
version
Is
compatibile?
Excel
2007
2010
5.0.x
Yes
YES
YES
5.1.x
Yes
YES
YES
5.2.x
Yes
YES
YES
Supported languages
•
•
•
•
•
•
English (UK) i English (United States)
Deutsch (Deutschland)
français (France)
polski (Polska)
español (España)
русский (Россия) – not support fields
with sum of other fields (for example
Σ Original Estimate, Σ Progress)
Installation and licensing
Find Excel Connector for JIRA plugin on Atlassian Marketplace
using Atlassian Universal Plugin Manager and install it.
Excel Connector for JIRA 1.2.1 is using Atlassian licensing.
Installation and licensing
To install Excel plugin, run the installer (Setup Excel Connector
for JIRA.msi) on the workstation with installed Excel 2007 or
2010 and follow the instructions that appear in the wizard. If
there are no Excel Connector for JIRA tab in Excel after
installation, you need to install Visual Studio Tools for Office.
Plugin functionality
Login window pops up after
clicking “Login to JIRA” button.
JIRA credentials and url have to
be typed.
If you want to remember your
credentials, you can check
„Remember credentials” option.
After logging, sheet will be
refreshed
(if
you
check
appropriate option).
Plugin functionality
After logging, user control panel appears and the sheet is
refreshed (if you check appropriate option).
User control panel contains buttons:
• Send changes to JIRA
• Refresh all issues in the sheet
• Refresh issues selected by user
• Create new issue
• Manage columns (adding, deleting, changing order)
• Filter and sort issues
• Show information about License
User can disable ability to change fields related with log work by checking
appropriate option.
Plugin functionality
To send updated/changed issues click “Send issues to JIRA” button.
Window show only updated issues.
You can select all issues or some of them to be updated in JIRA.
Plugin functionality
To refresh only few issues
from sheet, select appropriate
rows and click „Refresh
selected issues” button.
Plugin functionality
During status changing
you can edit appropriate
fields.
Plugin functionality
If you want to create new issue, select proper project and click „Create” button.
Then you have two options: you can create new issue (completing at least
required fields) or cancel creating.
Plugin functionality
User can add or remove columns from Excel sheet using proper button
(Add column, Remove column).
Then user should select column which want add-remove.
Plugin functionality
User can change columns order. First select cell in column which you
want to move and then click button with arrow (right or left).
Plugin functionality
User can sort issues by appropriate column. First of all
select cell in column, then click proper button.
Plugin functionality
User can filter issues by values in appropriate column. First
of all select cell in column, write word in search then click
filter button or press Enter.
During filtering issues some of functionalities are disabled.
Excel Connector with HTTPS
When you open the generated Excel file, should be
displayed a window similar to the following:
Click "View Certificate" button.
Excel Connector with HTTPS
Then will be displayed window with information about
certificate:
Click "Install Certificate..." button and then "Next" button.
Excel Connector with HTTPS
Select "Place all certificates in the following store" and
browse store: "Trusted Root Certification Authorities"
then click "Next" and "Finish" button.
Excel Connector with HTTPS
Then you may be asked if you want to install this certificate.
Click "Yes" button. If everything goes well, you should
receive a message like the following:
After these operations, when next
time you will open excel sheet
generated from JIRA you should
see window like previous but now
you should click "Yes" button.
FAQ
What to do if „Excel Connector for JIRA” tab is not visible in Excel?
Check if you have installed Visual Studio 2010 Tools for Office
Runtime. You can download it from here.
If you still can’t see this tab, click Microsoft Office Button, then Options
and Add-ins. In the details pane, check where Excel Connector for JIRA
AddIn is located.
If Connector is located in the Disabled Application Add-ins list, in the
Manage box select Disabled Add-ins and click Go. Then select Excel
Connector and click Enable. After that, you probably should restart
Excel.
Otherwise, if Connector is located in Inactive Application Add-ins list,
in the Manage box select COM Add-ins and click Go. Then, in dialog
box, select Excel Connector check box and click OK. After that, Excel
should load add-in without restart.
FAQ
What to do if I can’t log in Excel Connector, because of
AXIS Engine problem?
Check in JIRA Administration Pane if Accept remote API
calls is set on YES. This property is located in General
Configuration.
FAQ
How to work with Excel Connector offline on Excel
without installed Add-In?
There are possibility to do that, but you must follow the instructions below:
•
After generating a sheet, you need to log in to JIRA from Excel,
refresh these sheet and then save it (on Excel with installed Add-In).
•
All changes made offline, must match the format of the data in sheet
(correct field values, values for multi-select fields must be separated by
commas, etc.). If you use Excel without installed Add-In, there will be no
validation for entered data.
•
Before logging to JIRA Excel with installed Add-In, mark issues which
will be updated (by changing the background color of the rows
corresponding to these issues).
•
At the end, when you logging to JIRA from Excel you should deselect
"Refresh sheet after logon" option and send changes to JIRA.
If all fields are filled with the correct values, there should be no problem with
sending changes to JIRA.
FAQ
How to work with Excel Connector offline on Excel with
installed Add-In?
You must follow the instructions below:
•
After generating a sheet, you need to log in to JIRA from Excel,
refresh these sheet (here you need to be online).
•
Then you can provide changes in your sheet (even if your session will
be expired). You can’t only edit issue status. That requires to be online.
•
After making changes save Excel sheet.
•
At the end, when you logging to JIRA from Excel again, you should
deselect "Refresh sheet after logon" option and send changes to JIRA.
Contact
In case of farther questions or any problems please mail to:
• atlassian@tt.com.pl