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This article explains in deep detail the differences between Xray Server/DC & Xray Cloud Administration & Configuration . 

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  • Global Settings - Xray settings that apply to all projects that use Xray. Global settings could be access by Jira Administration > Apps. 


Tip

At Xray, you can override global settings and enable them as Project Settings.


  • Project Settings - Xray settings that are aplicable to one specific project. In case of you need to replicate the setting per several projects, you need to apply the configuration to all projects that need the same setting. Xray Projects Settings are accessible at Project > Project Settings.

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  • .


Find a comparison view of the settings and features in Server / DC vs Cloud about Administration & Configuration on the above table.

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UI Expand
titleGlobal Level Settings
Backup & Restore
Miscellaneous Settings
(error) cloud(error) cloud tests execution (error) cloud(error) cloud Types                              (error)Anyone (error) cloud(error) cloud(error) cloud(error) cloud(error) cloudAlthough the option does not exist, It behaves with the default linked to "Test"(error)(error) it behaves as of the defects created in the context of a test run will be populated by FixVersion value of (error)(error) cloud Prefixes                              but unable Setting moved to a dedicated option in the menu tab: Miscellaneous & Feature(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud(error) cloud

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Xray Global Settings

GroupSectionSetting

Xray Server/ DC

(Standard & Enterprise)

Xray Cloud

(Standard & Enterprise)

Custom Fields Configuration
 
Test Run Status Custom Field Version

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(error) 

Configuration not available on Cloud, so it behaves like "No Version" is selected

Test Set Status Custom Field Version

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Requirement Status Custom Field Versions

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(error) cloud

(note: behaves like "No Version" is selected)

Maintenance - Recalculate Requirement Status

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?

Xray Linking Restrictions

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(error) cloud
Manage Test TypesManage Test Type

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Available under "Global Settings – Test Types" and "Project Settings – Test Types". 

In Xray Cloud it's not possible to set different Test Types to Test & Precondition, meaning that it applies to both issue types. Learn more <link>

Manager Pre-Condition Type

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Coverage & Defects Configuration

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warning cloud Available under Project Configuration → Test Coverage & Defects Mapping, meaning that you can change your setting per project. 

Sub-Requirements

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Workflow & Notifications

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Migration & Copy

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Backup

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Restore

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Xray in-App Notifications

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Archiving Xray Issues

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plus sign cloud Adds new feature:  Auto-Archiving

Storage

Not Applicable

Storage is managed on-premise

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plus sign cloud Adds new feature Storage Management

Miscellaneous Settings

The Global Configurations for Xray.


Display the Pre-Conditions section before the Test Details

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Display Manual Test Results table in short view

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plus sign cloud Available under Global by default and per Project after enabling it.

Project admins can configure Test Step Custom Fields

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warning cloud  Available by default on the project level through Test Step Fields, no longer a Global Setting

Project admins can configure Test Run Custom Fields

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warning cloud  Available by default on the project level through Test Run Custom Fields, no longer a Global Setting

Test Run OptionsSet final Test Run status

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Inline Execute Tests

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Restrict
Test Execution to the assignee

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Fail All Steps/Examples                                                

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warning cloud Available however changing the Run to Fail will change all Test Steps to fail and not just the ones in TODO.

Restrict automated Test status

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(error) 

cloud - By default, the automated Test status can be set manually.

Can Edit TestRun Dates

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warning cloud The setting is available under Project Settings → Miscellaneous

Track Time

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Set the value of the Time Tracker

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Enable Test Run Status history log in Test Executions

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Defect Links
Link Defects with Test

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Link Defects with Test Execution

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Link Defects with Requirement

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warning cloud The menu is "Linked Defects with Covered Issues"

User Groups allowed to add Xray Issue
Types

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warning cloud This permission is controlled by Jira permissions (only project administrators can add Xray issue Types to a project)

NotificationsUser Groups allowed to add/remove Xray Notifications

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(error) 

cloud - Xray Notifications (Xray Events) are not available in the Cloud.

Final Test Run statuses that may trigger notifications

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(error) 

Xray Notifications are not available in Cloud.

Hierarchical Test OrganizationEnable Hierarchical Test organization

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 warning cloud

- By default is set with Hierarchical Organization, meaning that Test Repository & Test Plan Board is available from the sidebar. You are not able to disable it.

Project Roles allowed the edit Test Repository information

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(error) cloud

- Anyone with access to the project can edit Test Repo info.

Workflow StatusDisallow executions of Tests with workflow statuses

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Disallow executions with workflow statuses

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In progress test Execution workflow status

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Resolved Test Execution workflow status

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Resolution for Resolved Test Execution

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Clone IssuesAssociate a cloned Test with all original Test Sets

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Associate a cloned Test with all original Test Plans

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Defect Default ValuesEnvironment

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(error) cloud

- By default, when creating a defect, it inherits the environment set before the Test Run.

Steps to Reproduce

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 warning cloud - By default the steps are included in the Defect. Your are not able to disable this behaviour.

Version                              

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 warning cloud

- By default

, the defect’s Affect Version field

is populated with the value of the FixVersion field of the Test Execution.

Label

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Component

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Automated Steps LibraryEnable Automated Steps Library                                    

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 warning cloud - Automated Steps Library is enabled by default. You are not able to disable it.

Validate Cucumber Scenarios

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Cucumber Export
PrefixesTest

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warning cloud - Available under Global Settings → Cucumber"

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(error) cloud - Unable to create a prefix for a Test Plan.





Pre-Condition

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Test Set

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Test Plan

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Requirement

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Cucumber LanguageLanguage

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warning cloud

- Available under Global Settings → Cucumber".

Cucumber ExportReplace dash [ - ] with underscore [ _ ] when exporting issue keys as tags

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warning cloud - Available under Global Settings → Cucumber".

Generate features by requirements

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warning cloud - Available under Global Settings → Cucumber".

Cucumber export feature name

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warning cloud -  Only available the possibility to "Generate feature file name using summary", under Global Settings → Cucumber".

Document GeneratorEnable Document Generator

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warning cloud Available under Global Settings

→  Features

Max number of issues that can be exported

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Requirements Reports
Max number of requirements per report or gadget

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Requirements TestsMaximum number of Links added to a Requirement

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GadgetsTest Evolution Tests Limit

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Test Evolution Test Executions Limit

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Test Runs list limit

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Tests per Test PlanTests per Test Plan Maximum allowed

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Xray REST API
Xray REST API - Max results per request

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Associating a Test Execution to a Test Plan and importing Test results

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Bulk operationsMax Test Runs for bulk operations

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DatasetsMaximum size for parameter values

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Xray Exploratory App
Enable Xray Exploratory App execution links

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(error) cloud - By default within the context of a Test Run, you have available a button which allows you to "Execute with Exploratory App"

Usage MetricsEnable Xray Analytics

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(error) cloud - By default, Xray Analytics is enabled. You are not able to disable it.

Thread Pool SizeThread Pool Size

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Chat SupportEnable In-app Chat Support

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NotificationsEnable Xray notifications

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warning cloud Available under Global Settings →  Features

Show Xray notifications button

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Test Environmentscross mark

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plus sign cloud Possible to manage at a Global level & project level.

Automated / BDD Step Libraries

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Not available as a Global setting, only as a project setting under the name "Automated Step Library"

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plus sign cloud Possible to manage at a Global level.

Parameter value lists

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Test Statuses

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Test Step Statuses

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Cucumber

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Test Run ArchivingAuto Archiving

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Ability to manually archive Test Runs

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Adds Auto Archive Feature

API Keys

Not Applicable

Access levels are managed on-premise

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Storage

Not Applicable

storage is managed on-premise

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Health Checkcross mark

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FeaturesFeature Togglingcross mark

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UI Expand
titleProject Level Settings

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Available under "Project Configuration → Test Coverage & Defects Mapping"

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Custom FieldsCustom FieldsTest Run Status Custom Field Version

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(error)  cloud- By default, it will behave as if "No Version" is selected.

Test Set Status Custom Field Version

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(error)  cloud- By default, it will behave as if "No Version" is selected.

Requirement Status Custom Field Versions

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(error)  cloud- By default, it will behave as if "No Version" is selected.

 MaintenanceRecalculate Requirement Status

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warning cloud Available "Re-indexing" at Project Settings, this will recalculate the requirement status for a specific project.

Permissions

Xray Test Repository Permissions

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(under Issues > Permission Schemes)

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Test TypesManage Test TypesManage Test Type

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warning cloud - Available under "Global Settings – Test Types" and "Project Settings – Test Types". 

(error)  cloud- In Xray Cloud it's not possible to set different Test Types to Test & Precondition, meaning that it applies to both issue types. Learn more 

Changing the Type of a Test
Manager Pre-Condition Type

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Xray EnterpriseXray Enterprise SettingsXray Test Case Designer

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warning cloud - Available under "Global Settings – Test Case Designer

Issue Type Mapping
Issue Type MappingRequirement Issue Types

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warning cloud  - Available under Project Configuration → Test Coverage. Requirement Issue Issues are named Coverable Issue Issues in Xray Cloud.

plus sign cloud - You can change your setting per project. 

 

Defect Issue Types

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warning cloud  - Available under Project Configuration → Defects Mapping.

plus sign cloud - You can change your setting per project. 

Sub-RequirementsSub-Tasks/Links

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Epic - Story relation as a Requirement

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Issue Link Type

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warning cloud  - Available as "Issue Links Relation".

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warning cloud  - Available as "Issue Link Type Direction"

Requirement Coverage
Requirement Coverage Strategy

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SettingServerCloud
Project Organization

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Configuring Xray Test Project

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warning cloud

cloudAvailable under "Project Configuration → Summary"

Requirements per ProjectRequirement Coverage Strategy

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Ignore Requirements with Status

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Ignore Requirements with Label

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Ignore Tests with Status

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Separation of concerns

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Include Previous Version Requirements

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Show Flatten Requirements

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Document GeneratorDocument Generator Templates

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Requirement Projects

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It's not possible to list all Xray Project with Requirement Coverage enabled.

Test Statuses

Test Statuses

Manage custom Test Run statuses for Xray

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Preferences

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warning cloud  - Available in each report filter and selected by default

Test Step Statuses

Manage custom Test Step statuses for Xray

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Default Column LayoutsTest Execution TestRun Columns

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warning cloud  - Available under "Test Test Runs Columns" at  Project Configuration → Default Column Layouts 

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warning cloud  - Available under "Precondition Tests Columns" at Project Configuration → Default Column Layouts

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warning cloud  - Available under Project Configuration → Default Column Layouts

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warning cloud  - Available under Project Configuration → Default Column Layouts

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warning cloud  - Available under Project Configuration → Default Column Layouts

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warning cloud  - Available under Project Configuration → Default Column Layouts

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warning cloud  - Available under Project Configuration → Default Column Layouts

(info) cloud Test Plan Test Runs Executions Columns 


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warning cloud  - Available under Project Configuration → Default Column Layouts

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Parameter value lists

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Integrity CheckerIntegrity Checker

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warning cloud  - Similar validation is achieve at "Project Settings > Re-indexing"

 Calculated Custom Field Values

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 Automated Steps Library

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 Integrity of Hierarchical Test Organization

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License ManagementLicense Information

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warning cloud  - Available under Global Settings → Manage Apps

Cloud MigrationCloud Migration Pre-Flight Checker

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N/A

(info) cloud - Features

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(info) cloud - Test Environments

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warning There is no centralised setting, but it can be edited from an issue screen.


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(info) cloud - BDD Step Libraries

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Only available at the project level.

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plus sign cloud  Ability to manage the BDD Steps Library globally and share it across projects.

(info) cloud - Cucumber








Cucumber Export PrefixesTest

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warning Available in Global Setting → Miscellaneous

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Requirement

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Cucumber LanguageLanguage

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Cucumber Export

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(info) cloud - Test Run Archiving

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warning After Xray 4.9.3 it's already possible to define an auto-archive feature linked to a Test Execution which will also affect the Test Run

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(info) cloud - Test Case Designer

Add Custom URL

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warning Available in Global Setting → Xray Enterprise

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(info) cloud - API Keys

Create API KeyN/A

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(info) cloud - StorageRefresh Storage UsageN/A

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FiltersN/A

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(info) cloud - Backup

With Attachments

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warning Available as a Jira function not only to backup but also to restore/import.

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Create Backup

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(info) cloud - Health CheckReinstall Xraycross mark

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UI Expand
titleProject Level Settings

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plus sign cloud Ability to manage Test Environment at a project level.

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Setting

ServerCloud
Test Step Custom Fields

Create

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Test Run Custom Fields

Create

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Parameter values lists

Add Global List

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Create List

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Remote Jobs Trigger

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Document GeneratorDocument Generator Templates

Add

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Store

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Disable Xray Requirement Coverage

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warning cloud  - To disable Requirement Coverage you just need to remove issue types from the Test Coverage menu.

Import Automated Steps

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warning cloud  - Available under Global Settings → BDD Steps Library

Disable Xray Notifications

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(info) cloud - Summary

 

Add Xray Issue Types in Project

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warning Available through the action button located on the top right corner after accessing Project Settings.

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(info) cloud - Miscellaneous
Enable Project Settings


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Choose the workflow statuses in which the Tests are not allowed to be executed.

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Choose the workflow statuses in which the Test Execution issues will not allow executing Tests.

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Defect Default Values

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(info) cloud - Test Coverage
Test Coverage
Available Issue Types

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Coverable Issue Types

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Issue Link Type Direction

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(info) cloud - Defect Mapping
Available Issue Types

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Defect Issue Types

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(info) cloud - Test Types

Add New Test Type Option

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(error) Not possible to set as Project Setting.

warning Available as a Global Setting under Issue Test Types

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(info) cloud - Test Environments


Project Test EnvironmentsAdd Environment

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(error) Not possible to set as Project Setting.

warning There is no centralized setting, but it can be edited from an issue screen.

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Create Environment

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SettingsCreate Inline Test Environments

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warning It's not possible to disable the creation of Test Environments.

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(info) cloud - BDD Step Library

Quoted strings e.g. "red", "blue"

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Numbers e.g. 355, 2.3

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Enums e.g. LEFT, RIGHT, CENTER

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Permissions

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(info) cloud - Default Column Layouts
Test

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Test Execution

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Pre Condition

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Test Set

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Test Plan

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(info) cloud - Re-IndexingRe-Index

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warning Available as a Jira feature ("Re-index project")

Separation of concerns

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(error) cloud
Configure Xray with an existent Project

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warningcloud

Available under "Project Configuration → Summary"

Using Xray Template

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(error) cloud
Agile Boards

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warning cloud

Available with limitations. We are only able to use 3 Xray Custom Fields, we are unable to showcase the "Requirement Status" field (one of the most used in DC/Server)

Permissions

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(error) cloud

(Permissions are Jira wise)

SummaryNot Applicable

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Issue Types MappingNot ApplicableOnly Available for Team Managed Projects
Test Coverage

warning

Available under the name Issue Type Mapping

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Defect Mapping

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Test Types

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Test Environmentscross mark
BDD Step LibraryAvailable under the name "Automated Steps Library"

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Test Step Fields

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warningcloud Available under Project Settings → Test Step Custom Fields

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Test Run Custom Fields

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warningcloud Available under Project Settings → Test Run Custom Fields

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Parameter value lists

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Default Column LayoutsTest Execution TestRun Columns

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Test TestRun Columns

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Test PreCondition Columns

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Test Test Set Columns

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Test Test Plan Columns

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Test Set Test Columns

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Test Plan Test Columns

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Test Plan Test Execution Columns

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Test Coverage Columns

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(error) cloud
Project Test Columns

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(error) cloud
Project Test Set Columns

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Project Test Execution Columns

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Project Test Plan Columns

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Precondition Tests Columns

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Re-Indexing

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Understand the icons: 

warning cloud - Available in Xray Cloud but with some differences or minor UI adjustments

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plus sign cloud - Extra option or functionality in Xray Cloud

(info) cloud - Menus that are exclusive to Xray Cloud