[Post Migration Guide] Administration & Configuration

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

First, to understand the differences between Xray Cloud Administration & Xray Data Center, let's clarify some concepts:

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

The main difference between Xray Cloud Administration & Xray Data Center is that in Cloud you have a much better control of the settings at a project level.

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

This a comparison on settings that you can control on Xray Administration ( Global & project level). To understand if a specific feature comparison please use the Xray Server/Data Center and Xray Cloud.

Xray Global Settings	Group	Setting	Xray Server/ DC (Standard & Enterprise)	Xray Cloud (Standard & Enterprise)
Miscellaneous Settings	The Global Configurations for Xray.	Display the Pre-Conditions section before the Test Details
		Display Manual Test Results table in short view		Available under Global by default and per Project after enabling it.
		Project admins can configure Test Step Custom Fields		Available by default on the project level through Test Step Fields, no longer a Global Setting
		Project admins can configure Test Run Custom Fields		Available by default on the project level through Test Run Custom Fields, no longer a Global Setting
	Test Run Options	Set final Test Run status
		Inline Execute Tests
		Restrict test execution to the assignee
		Fail All Steps/Examples		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		- By default, the automated Test status can be set manually.
		Can Edit TestRun Dates		The setting is available under Project Settings → Miscellaneous
		Track Time
		Set the value of the Time Tracker
		Enable Test Run Status history log in Test Executions
	Defect Links	Link Defects with Test
		Link Defects with Test Execution
		Link Defects with Requirement		The menu is "Linked Defects with Covered Issues"
	User Groups allowed to add Xray Issue Types			This permission is controlled by Jira permissions (only project administrators can add Xray issue Types to a project)
	Notifications	User Groups allowed to add/remove Xray Notifications		- Xray Notifications are not available in Cloud.
	Notifications	Final Test Run statuses that may trigger notifications		- Xray Notifications are not available in Cloud.
	Hierarchical Test Organization	Enable Hierarchical Test organization		- By default is set with Hierarchical Organization
	Hierarchical Test Organization	Project Roles allowed the edit Test Repository information		- Anyone with access to the project can edit Test Repo info.
	Workflow Status	Disallow executions of Tests with workflow statuses
		Disallow executions with workflow statuses
		In progress test Execution workflow status
		Resolved Test Execution workflow status
		Resolution for Resolved Test Execution
	Clone Issues	Associate a cloned Test with all original Test Sets
	Clone Issues	Associate a cloned Test with all original Test Plans
	Defect Default Values	Environment		- Although the option does not exist, It behaves with the default linked to "Test"
		Steps to Reproduce
		Version		- By default it behaves as the Affect Version field of the defects created in the context of a test run will be populated by the FixVersion value of Test Execution.
		Label
		Component
	Automated Steps Library	Enable Automated Steps Library
	Automated Steps Library	Validate Cucumber Scenarios
	Cucumber Export Prefixes	Test		- Available under Global Settings → Cucumber". Unable to create a prefix for a Test Plan.
		Pre-Condition
		Test Set
		Test Plan
		Requirement
	Cucumber Language	Language
	Cucumber Export	Replace dash [ - ] with underscore [ _ ] when exporting issue keys as tags
		Generate features by requirements
		Cucumber export feature name
	Document Generator	Enable Document Generator		Available under Global Settings Miscellaneous & Feature
	Document Generator	Max number of issues that can be exported
	Requirements Reports	Max number of requirements per report or gadget
	Requirements Tests	Maximum number of Links added to a Requirement
	Gadgets	Test Evolution Tests Limit
		Test Evolution Test Executions Limit
		Test Runs list limit
	Tests per Test Plan	Tests per Test Plan Maximum allowed
	Xray REST API	Xray REST API - Max results per request
	Xray REST API	Associating a Test Execution to a Test Plan and importing Test results
	Bulk operations	Max Test Runs for bulk operations
	Datasets	Maximum size for parameter values
	Xray Exploratory App	Enable Xray Exploratory App execution links
	Usage Metrics	Enable Xray Analytics
	Thread Pool Size	Thread Pool Size
	Chat Support	Enable In-app Chat Support
	Notifications	Enable Xray notifications
	Notifications	Show Xray notifications button
Custom Fields	Custom Fields	Test Run Status Custom Field Version
		Test Set Status Custom Field Version
		Requirement Status Custom Field Versions
	Maintenance	Recalculate Requirement Status
Test Types	Manage Test Types	Manage Test Type		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>
Test Types	Manage Test Types	Manager Pre-Condition Type
Xray Enterprise	Xray Enterprise Settings	Xray Test Case Designer
Issue Type Mapping	Issue Type Mapping	Available Issue Types
		Requirement Issue Types
		Defect Issue Types
	Sub-Requirements	Sub-Tasks/Links
		Epic - Story relation as a Requirement
		Issue Link Type
		Direction
Requirement Coverage		Requirement Coverage Strategy
		Ignore Requirements with Status
		Ignore Requirements with Label
		Ignore Tests with Status
		Requirement Historical Chart Days
		Separation of concerns
		Include Previous Version Requirements
		Show Flatten Requirements
Document Generator		Document Generator Templates
Requirement Projects
Test Statuses	Test Statuses	Manage custom Test Run statuses for Xray
Test Statuses	Preferences	Final statuses have precedence over non-final statuses
Test Step Statuses		Manage custom Test Step statuses for Xray
Default Column Layouts		Test Execution TestRun Columns
		Test TestRun Columns
		Test PreCondition Columns
		Test Test Set Columns
		Test Test Plan Columns
		Test Set Test Columns
		Test Plan Test Columns
		Test Plan Test Execution Columns
		Test Coverage Columns
		Project Test Columns
		Project Test Set Columns
		Project Test Execution Columns
		Project Test Plan Columns
Parameter value lists
Integrity Checker		Integrity Checker
		Calculated Custom Field Values
		Automated Steps Library
		Integrity of Hierarchical Test Organization
License Management	License Information
Cloud Migration	Cloud Migration Pre-Flight Checker






















Xray Linking Restrictions
Manage Test Types		Manage Test Type		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>
Manage Test Types		Manager Pre-Condition Type
Coverage & Defects Configuration				Available under Project Configuration → Test Coverage & Defects Mapping, meaning that you can change your setting per project.
Sub-Requirements				?
Workflow & Notifications
Migration & Copy
Backup & Restore		Backup
Backup & Restore		Restore
Xray in-App Notifications
Archiving Xray Issues				Adds new feature: Auto-Archiving
Storage			Not Applicable Storage is managed on-premise	Adds new feature Storage Management
Miscellaneous Settings		Display the Pre-Conditions section before the Test Details
		Display Manual Test Results table in short view		Available under Global by default and per Project after enabling it.
		Project admins can configure Test Step Custom Fields		Available by default on project level through Test Step Fields, no longer a Global Setting
		Project admins can configure Test Run Custom Fields		Available by default on project level through Test Run Custom Fields, no longer a Global Setting
		Set final Test Run status
		Inline Execute Tests
		Restrict tests execution to the assignee
		Fail All Steps/Examples		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		By default, the automated Test status can be set manually.
		Can Edit TestRun Dates		The setting is available under Project Settings → Miscellaneous
		Track Time
		Set the value of the Time Tracker
		Enable Test Run Status history log in Test Executions
		Link Defects with Test
		Link Defects with Test Execution
		Link Defects with Requirement		The menu is "Linked Defects with Covered Issues"
		User Groups allowed to add Xray Issue Types		This permission is controlled by Jira permissions (only project administrators can add Xray issue Types to a project)
		User Groups allowed to add/remove Xray Notifications		Xray Notifications are not available in Cloud.
		Final Test Run statuses that may trigger notifications		Xray Notifications are not available in Cloud.
		Enable Hierarchical Test organization		By default is set with Hierarchical Organization
		Project Roles allowed the edit Test Repository information		Anyone with access to the project can edit Test Repo info.
		Disallow executions of Tests with workflow statuses
		Disallow executions with workflow statuses
		In progress test Execution workflow status
		Resolved Test Execution workflow status
		Resolution for Resolved Test Execution
		Associate a cloned Test with all original Test Sets
		Associate a cloned Test with all original Test Plans
		Environment		Although the option does not exist, It behaves with the default linked to "Test"
		Steps to Reproduce
		Version		By default it behaves as the Affect Version field of the defects created in the context of a test run will be populated by FixVersion value of Test Execution.
		Label
		Component
		Enable Automated Steps Library
		Validate Cucumber Scenarios
		Cucumber Export Prefixes		Available under Global Settings → Cucumber" but unable to create a prefix for a Test Plan.
		Cucumber Language		Setting moved to a dedicated option in the menu tab: Global Settings → Cucumber
		Replace dash [ - ] with underscore [ _ ] when exporting issue keys as tags
		Generate features by requirements
		Cucumber export feature name
		Enable Document Generator		Available under Global Settings Miscellaneous & Feature
		Max number of issues that can be exported
		Max number of requirements per report or gadget
		Maximum number of Links added to a Requirement
		Test Evolution Tests Limit
		Test Evolution Test Executions Limit
		Test Runs list limit
		Tests per Test Plan Maximum allowed
		Xray REST API - Max results per request
		Associating a Test Execution to a Test Plan and importing Test results
		Max Test Runs for bulk operations
		Maximum size for parameter values
		Enable Xray Exploratory App execution links
		Enable Xray Analytics
		Thread Pool Size
		Enable In-app Chat Support
		Enable Xray notifications
		Show Xray notifications button
Test Environments				Possible to manage at a Global level & project level.
Automated / BDD Step Libraries			Not available as a Global setting, only as a project setting under the name "Automated Step Library"	Possible to manage at a Global level.
Parameter value lists
Cucumber
Test Run Archiving		Auto Archiving	Ability to manually archive Test Runs	Adds Auto Archive Feature
API Keys			Not Applicable Access levels are managed on-premise
Storage			Not Applicable storage is managed on-premise
Health Check
Features		Feature Toggling

Setting		Server	Cloud
Project Organization
Configuring Xray Test Project			Available under "Project Configuration → Summary"
Requirements per Project	Requirement Coverage Strategy		Available under "Project Configuration → Test Coverage & Defects Mapping"
	Ignore Requirements with Status
	Ignore Requirements with Label
	Ignore Tests with Status
	Requirement Historical Chart Days
	Include Previous Version Requirements
	Show Flatten Requirements
	Separation of concerns
Configure Xray with an existent Project			Available under "Project Configuration → Summary"
Using Xray Template
Agile Boards			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			(Permissions are Jira wise)
Summary		Not Applicable
Issue Types Mapping		Not Applicable	Only Available for Team Managed Projects
Test Coverage		Available under the name Issue Type Mapping
Defect Mapping		Available under the name Issue Type Mapping
Test Types
Test Environments			Ability to manage Test Environment at a project level.
BDD Step Library		Available under the name "Automated Steps Library"
Test Step Fields		Available under Project Settings → Test Step Custom Fields
Test Run Custom Fields		Available under Project Settings → Test Run Custom Fields
Parameter value lists
Default Column Layouts	Test Execution TestRun Columns
	Test TestRun Columns
	Test PreCondition Columns
	Test Test Set Columns
	Test Test Plan Columns
	Test Set Test Columns
	Test Plan Test Columns
	Test Plan Test Execution Columns
	Test Coverage Columns
	Project Test Columns
	Project Test Set Columns
	Project Test Execution Columns
	Project Test Plan Columns
	Precondition Tests Columns
Re-Indexing

Understand the icons:

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

- Not available in Xray Cloud

- Extra option or functionality in Xray Cloud

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