transcript
- Slide 1
- Excel Connector for JIRA 1.2.0 Installation and functional
presentation
- Slide 2
- 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
- Slide 3
- Compatibility with JIRA versions and MS Excel JIRA version Is
compatibile? Excel 20072010 5.0.xYesYES 5.1.xYesYES
5.2.xYesYES
- Slide 4
- Supported languages English (UK) i English (United States)
Deutsch (Deutschland) franais (France) polski (Polska) espaol
(Espaa) () not support fields with sum of other fields (for example
Original Estimate, Progress)
- Slide 5
- Installation and licensing Find Excel Connector for JIRA plugin
on Atlassian Marketplace using Atlassian Universal Plugin Manager
and install it. Excel Connector for JIRA 1.2.0 is using Atlassian
licensing.
- Slide 6
- 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.
- Slide 7
- 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).
- Slide 8
- 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.
- Slide 9
- 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.
- Slide 10
- Plugin functionality To refresh only few issues from sheet,
select appropriate rows and click Refresh selected issues
button.
- Slide 11
- Plugin functionality During status changing you can edit
appropriate fields.
- Slide 12
- 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.
- Slide 13
- 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.
- Slide 14
- 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).
- Slide 15
- Plugin functionality User can sort issues by appropriate
column. First of all select cell in column, then click proper
button.
- Slide 16
- 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.
- Slide 17
- Excel Connector with HTTPS When you open the generated Excel
file, should be displayed a window similar to the following: Click
"View Certificate" button.
- Slide 18
- Excel Connector with HTTPS Then will be displayed window with
information about certificate: Click "Install Certificate..."
button and then "Next" button.
- Slide 19
- 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.
- Slide 20
- 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.
- Slide 21
- 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.here If you still
cant 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.
- Slide 22
- FAQ What to do if I cant 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.
- Slide 23
- Contact In case of farther questions or any problems please
mail to: atlassian@tt.com.pl