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UI Steps
UI Step

Create Project


Go to Jira Administration > Projects > Create Project or directly from the header (global menu) Create Project.


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(tick)

choice you made the Xray configurations will be the same.

You will need to configure Xray Issue Types and the Covered Issue types


Next Gen Project

You will need to provide a name and define access.


UI Step

Select Template


The first choice you have to make is to decide if you will want a classic or a next-gen project.

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Info

For more information on the diferences please check Classic and next gen project templates in Jira Software Cloud


Classic Project

When creating a project you have different templates available that will bring you different schemes ( issues, screens & workflows) and that can have different features.

You either select a Jira template, like the SCRUM Software Template or the Project Management template or you can select an Xray Test Project Template.

Select the desired template, and click next to follow the wizard.

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If you choose template you are redirected to :


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Where you can select any of these templates or change the template category to Service Desk or Software and other templates will be available.Image Removed

Tip

When creating a new project you can either created based on a template or you can create with the shared configuration. 

The main difference is that when you create based on a template you will create new schemes. 


Schemes Created
Based on a template

Workflow scheme

Issue type scheme

Issue type screen scheme

Based on a shared configurationNone ( its uses the same schemes from the shared project)


You might find it useful to re-use the schemes that you have already configured in another project. If so, use the "Create with shared configuration" option.

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Depending Independent on the template you have chosen you may need to perform specific configurations to make the project totally enabled for Xray: 

Need to Enable Xray Requirement Coverage?Need to add Xray Issue Types?JIRA Software 

SCRUM software development 

Kanban software development

Basic software development 

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JIRA Service Desk 

Basic

IT Service Des

Customer Service

(tick)(tick)
JIRA CORE 

Project Management

Task Management

Process Management

(tick)(tick)
XRAY XRAY Test Template(tick)(error)
Info

For more information on access levels check the Atlassian next gen permissions documentation.


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You can also select here a template ( categories of projects will depend on the products you have subscribed )




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The configurations that need to be made for configure Xray are very a like the ones for classic , with the addition of some extra steps that you can find in Project Setting A Next Gen Configuration

Tip

The Xray Project template uses Default Scheme and adds the Xray Issue Types. 

If you use the Xray Project Template, you may need to update the project type to "Software" in order to get software projects features, like backlog, sprints and others. 

Get to know more about Xray Templates in the module Cloud Understanding the Xray Test Project Template.

Check the next step to understand how to perform these configurations.

To "Add Xray Issue Types" you must belong to a group allowed to do so in Xray settings. This permission is set in Jira Administration > Manage Apps > Miscellaneous > Users Groups allowed to add Xray Issue Types. 



UI Step

Enable Xray in your projects

In the project Administration page, go to Actions at the top right-hand side. You must:

a) set your project as a Requirements project by choosing "Enable Xray Requirement Coverage," so the requirements are covered by tests; 

and 

b) If you didn't use a template that already has Xray issue types (i.e., Test, Test Set, Test Execution, Test Plan)  you need to add them to the project.

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You will need to perform at the below steps:

Add Xray issue types to the project Issue Type scheme

You would add the Xray issue types as any other issue type to the project.

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When visiting the Xray Settings in your project Xray will always give you a view about the issue type configuration and alert if it misses any Xray standard issue type

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Info

Please note that its not mandatory to have all configured! In this case the user has chosen not not use Sub Task Execution and while Xray does alert to the fact that its missing , all would work perfectly.


Define Coverable Issue Types

You should define the coverable issue types, the ones that you consider your requirements and that will be covered by tests.

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Define issues types that are to be understood as defects.

You might also want to define which issue types are to be configured as Defects in your project configuration.

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Info
titlePlease note
Info

This module details you the minimum configuration that needs to be done to create a new project with Xray enabled. Go to Basic & Cloud Advanced Setup to explore other configuration possibilities.