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In Jira's administration, in the Add-ons tab,  go to Issue Type Mapping and configure what issue types should be considered as "requirements" and "defects".


Note

Xray Issue Types (Test, Test Plan, Test Set, Test Execution, Sub-Test Execution and Precondition) MUST NOT be mapped as Requirements nor Defects.


Info
titleLearn more

Refer to the specific Issue Type Mapping page or take a look at the extensive Administration & Configuration if you want to fine-tune Xray or adapt it to your specific needs.

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Info
titleLearn more

See Creating a Test Project using an Xray Template.


Configure Test Case Designer

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Test Case Designer is a cloud powered feature and requires user to make an initial configuration to allow access.


UI Steps
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UI Step

Step 1 - Create a new Application Link


  • Head to Jira Administration → Applications → Integrations → Application Links
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  • Select "Create link";
  • On the popup window select "External application" on the Application type and "Incoming" on the Direction options;
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  • Click "Continue";
  • On the "Configure an incoming link" fill in:
  • Click "Save"
UI Step

Step 2 - Share the Application link credentials with Xray Support


  • On the created Application link, select the action "View credentials" from the dropdown.
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  • On the credentials screen, copy the "Client ID" and "Client secret"
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  • Send an email to support@getxray.app  or create a support ticket with the title “New Enterprise Support users” with the following information:

    • Client ID

    • Client secret

    • Your Jira Server URL

    Our support team will then initialize your organization and share back your Xray Test Case Designer custom URL.

UI Step

Step 3 - Configure the Xray Test Case Designer custom URL


  • After receiving the Custom URL, from our support team, just head to Administration → Manage Apps → Xray → Xray Enterprise
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  • Fill in the "Custom URL" field with the link provided.
  • Click "Save"


You will now be able to see the new option on projects menu for Test Case Designer
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