Versions Compared

Old Version 28

changes.mady.by.user user-c37e7

Saved on

compared with

New Version Current

changes.mady.by.user Ana Duarte

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info
titleNew Jira UI - 2025

Jira is updating the UI until summer 2025, in case you already have the new UI please check this article :  [Xray Cloud] How can I Setup Xray with the New Jira UI (2025)?

Introduction

After installing Xray, there are basically you need to take a few steps you need to make at the project level.

Table of Contents

at the Project level:

Table of Contents


If you're not sure where to start, you can create a Demonstration Project with sample data to explore.

Note

To enable Xray at the project level, the user needs you need to have "the Browse Projects" permission enabled at in the Project Permission Scheme. However, some configurations - such as adding Xray Issue Types - require Jira Administration permissions. If you do not have itthe necessary permissions, please ask help to your Jira Administrator for assistance before proceeding. You can

...

configure Xray in either a brand-new

...

or

...

an existing

...

If you're not sure where to start, you can create a Demonstration Project with sample data to explore.

These operations can all be done from within Xray Settings available at the project settings page.

Image Removed 

Image Removed      

Configure Xray Issue Types in your project

In order to configure Xray issue types with a project, you must know if you are in a team-managed project or in a company-managed project. The configuration steps for Xray issue types will be different for each kind of project.

project.

All the operations described can be executed from within Xray Settings available on the Project Settings screen:

UI Steps
UI Step

On your Jira Cloud instance, enter the project you wish to configure and then click Project settings (Figure 1 - 1).

Figure 1 - ProjectImage Added

Figure 1 - Project

UI Step

Under Apps (Figure 2 - 1) click Xray Settings (Figure 2 - 2)

Figure 2 - SettingsImage Added

Figure 2 - Settings

Configuration      

Configuring Xray Issue Types in your Project

Configuring Xray Issue Types in your project ensures that Test management is seamlessly integrated and aligned with your project needs. Proper configuration allows you to easily track Tests, Requirements, and Defects, improving visibility and control over the Testing process. This setup helps teams organize testing workflows, measure coverage, and analyze results effectively.

Info

Before configuring Xray Issue types, determine whether your project is Team-managed or Company-managed, as the configuration steps differ for each project type.

Table of Contents
minLevel2

Company-Managed Project (old Classic Project)

Tests, along with other entities, are abstracted as Jira Issue Types. Thus, you need to add them to the Issue Type Scheme used by your project. 

This can be done automatically by clicking the Add Xray Issue Types available in the Summary section within the project settings:

Image Removed

Or manually either within the Jira administration or clicking Configure the issue Type Scheme manually available in the Summary section within the project settings:

Image Removed

...

:

UI Steps
UI Step

Access the project settings as explained above (Figure 1 and 2).

UI Step

Click the Add Xray Issue Typesbutton to automatically add the available Issue Types (Figure 2 - 3).

Alternatively, you can add the Issue Types manually by clicking the Configure the Issue Type Scheme manually button (Figure 2 - 4). 

Info

Only Jira administrators can access and modify Issue Type schemes. This requirement applies to all methods of configuring Issue Types, not just the Configure Issue Type Scheme Manually option (Figure 2 - 4). If you are not a Jira administrator, you will need assistance to complete this step.

UI Step

If you chose the manual option, you will enter the Issue Types screen (Figure 3).

Click the Actions button (Figure 3 - 1) and then select Edit issue types button (Figure 3 - 2; be aware of the projects using it)

...

Image Removed

...

.

Figure 3 - ActionsImage Added

Figure 3 - Actions

UI Step

Add Test, Precondition, Test Set, Test Execution, Sub-Test Execution

...

Issue Types by dragging them from

...

the Available Issue Types column (Figure 4 - 2) and dropping them on the

...

Issue Types for Current

...

Schemecolumn (Figure 4 - 1).

Once you're finished, click Save (Figure 4 - 3).

Figure 4 - IssuesImage Added

Figure 4 - Issues

...


Info
titleInfo

When a company-managed project is configured, the Testing Board may not be visible right away (Figure 5 - 1).

Figure 5 - Testing boardImage Added

Figure 5 - Testing board:
Image Removed


If this is the case, after configuring it, simply access a page containing Xray information, such as an Xray issue Issue of the given project or Xray Settings of that same project, and then refresh the page.

Team-Managed Project (old Next-Gen Project)

Within team-managed projects, you first need to create the necessary issue types Issue Types manually.

...

UI Steps
UI Step

On your Jira Cloud instance, enter the team-

...

managed project you wish to configure and click Issue types (Figure 6 - 1).

Figure 6 - Issue typesImage Added

Figure 6 - Issue types

UI Step

New options will appear on the left side of the screen. There, click Add issue type (Figure 7 - 1).

A modal will open (Figure 7). Enter a name (Figure 7 - 2; mandatory field) and fill in the other fields (optional). Once you're finished, click Create (Figure 7 - 3).

You will see a confirmation message, and your Issue Type will appear right away.

Figure 7 - Issue typesImage Added

Figure 7 - Issue types


For simplicity, you can choose the same

...

Issue Type names as the default global Xray

...

Issue Types. Repeat these steps for all other necessary Xray entities such as

...

Test, Precondition, Test Set, Test Plan, and Test Execution.

...

Info

You can download the icons for the Xray

...

Issue Types below: 

Section
Column
width

...

10%

Image Modified

Column
width

...

10%

Image Modified

Column
width

...

10%

Image Modified

Column
width

...

10%

Image Modified

Column
width

...

10%

Image Modified

...

Image Removed


Configuring Requirements and Defects

Configuring requirements and defects in Xray enables clear visibility into project quality and progress. By linking them to Tests, you can track requirement coverage, identify unmet needs, and address defects efficiently. This setup ensures thorough Testing, effective Issue management, and improved software quality.

UI Steps
UI Step

In the Xray Settings screen (Figure 8), click Test Coverage (Figure 8 - 1).

Here, you can

Now you should be able to start creating Xray entities within your team-managed project. These issue types will behave exactly like the global Xray issue types that are installed by Xray.

Configure Requirements and Defects

...

define the Covered Issue Types (i.e., the testable entities such as the

...

Typical Requirements, User Stories, Epics) by dragging the items you want from the Available Issue Types column (

...

Figure 8 - 2) and dropping on the Covered Issue Types column

...

Image Removed

...

(Figure 8 - 3).

Once you're done, click Save (Figure 8 - 4).

Figure 8 - CoverageImage Added

Figure 8 - Coverage

UI Step

In the Xray Settings screen (Figure 9), click Defect Mapping (Figure 9 - 1).

Here, you can define the Covered Issue Types (i.e., the testable entities). Drag the

...

items you want from the Available Issue Types column (

...

Figure 9 - 2) to the Defect Issue Types

...

column (Figure 9 - 3). Once you're finished, click Save (Figure 9 - 4).

Figure 9 - Defect mappingImage Added

Figure 9 - Defect mapping

...


Info
titleLearn more

Refer to the specific Project Settings page or take a look at the extensive Global Settings if page if you want to fine-tune Xray or adapt it to your specific needs.


Expand
titleSupport/Troubleshooting

If you have questions or technical issues, please contact the Support team via the Customer Portal (Jira service management) or send us a message using the in-app chat.