VERA Integration Checklist

Owned by HB Farris
May 19, 2022
3 min read

This document describes setting up the VERA integration with Jira and qTest

Setup Jira Integration

Setup Jira project for VERA integration (see https://tx3.atlassian.net/wiki/display/VUI/Atlassian+Jira+Configuration for more details)

  1. Create the VERA System Role
  2. Create the VERA service account in Jira
  3. Add Pending Tasks and VERA Sync ID fields
  4. Setup the Standard VERA workflow
    • Setup VERA webhooks
    • Disable the Delete, Move, and Clone actions within Jira
    • Lock Jira records based on workflow states
  5. Create new Jira Project with VERA workflow
  6. Install and configure the Tx3 VERA Jira App (requires VERA URL, VERA Service Account and Password) https://marketplace.atlassian.com/apps/1220599/vera-electronic-signatures-for-jira
  7. Configure VERA connection to Jira (requires Jira URL, Jira Service Account and Password)

Setup qTest VERA Integration

Setup qTest project for VERA integration (see https://tx3.atlassian.net/wiki/display/VUI/Enable+VERA+integration+in+qTest for more details)

  1. Create the VERA service account in qTest
  2. Create a new qTest Project
  3. Enable VERA integration for pre and post execution approval (requires VERA URL)
  4. Configure VERA connection to qTest (requires qTest URL, qTest Service Account and Password)

Setup qTest Jira Integration

Setup  qTest project for Jira integration (see https://documentation.tricentis.com/qtest/od/en/content/qtest_manager/integrations/getting_started_with_jira_integration.htm for more details)

  1. Enable Jira integration for Requirements and Defects (requires Jira URL, Jira Service Account and Password)
  2. Install and configure the Tricentis qTest for Jira App (requires qTest URL) https://marketplace.atlassian.com/apps/1211480/qtest-for-jira-test-management

Appendix A – VERA Setup Checklist

The checklist below is a chronological task list for setting up and integrating VERA with Jira and qTest. Tx3 will assist with client tasks as needed.

ID

Task

Dependencies

Owner

Status

1

Install VERA

Install VERA Server Application

Server and network provisioned

Tx3


2

Import users with their Approval Roles into VERA

Import VERA users

List of users and approval roles

Tx3


3

Provide URL and VERA Service Account credentials

N/A

Tx3


4

Install VERA App on Jira

https://marketplace.atlassian.com/1220599

Jira Administration access

Client


5

Configure VERA Jira App with VERA URL and VERA Service credentials

How to upload and configure the Tx3 VERA Add-on for Jira Cloud

How to upload and configure the Tx3 VERA Add-on

VERA URL

VERA Service Account Credentials

Client


6

Install qTest App on Jira

https://marketplace.atlassian.com/apps/1211480

Jira Administration access

Client


7

Configure qTest Jira App with qTest URL

qTest URL


Client


8

Create Jira Service Account for qTest and VERA use

How to create the VERA service account in Jira Cloud

Jira Administration access

Client


9

Create VERA System Role in Jira and add the Jira Service account

Create the VERA System Role

Add the VERA Service Account to the VERA System Role


Jira Administration access

Client


10

Create VERA Pending Tasks and VERA Sync ID fields in Jira

Add VERA Custom Fields to Jira Projects

How to associate VERA custom fields to new projects in Jira Cloud


Jira Administration access

Client


11

Update or import Jira workflow to add VERA state transitions, webhooks, properties, and conditions

Integrate VERA Workflow States into Jira Workflows

Create VERA Webhooks

How to make Jira records read only based on workflow states in Jira Cloud

How to disable the Delete, Move, and Clone actions in Jira Cloud

How to limit the approve/reject transitions to users in Tx3 VERA System role in Jira Cloud

Jira Administration access

Client


12

Create Jira Project and apply VERA workflow

How to link a VERA workflow to a project in Jira Cloud

Jira Administration access

Client


13

Create qTest Service Account for VERA use

qTest Administration access

Client


14

Create qTest Project

https://support.tricentis.com/community/manuals_detail.do?lang=en&version=On-Demand&module=Tricentis%20qTest%20On-Demand&url=qtest_manager/administration/manage_projects.htm

qTest Administration access

Client


15

Add qTest Service Account to new qTest Project as Project Admin

https://support.tricentis.com/community/manuals_detail.do?lang=en&version=On-Demand&module=Tricentis%20qTest%20On-Demand&url=qtest_manager/administration/user_profiles.htm

qTest Administration access

Client


16

Configure Jira integration on qTest project for Requirements, Defects and Releases with Jira URL and Jira Service Account

https://support.tricentis.com/community/manuals_detail.do?lang=en&version=On-Demand&module=Tricentis%20qTest%20On-Demand&url=qtest_manager/integrations/getting_started_with_jira_integration.htm

Jira URL

Jira Service Account Credentials

Client


17

Configure VERA integration on qTest project for Pre-execution approval and Post execution approval with VERA URL

Enable VERA integration in qTest

VERA URL


Client


18

Connect VERA to Jira

Connecting VERA to Source Applications

Jira URL

Jira Service Account Credentials

Tx3


19

Connect VERA to qTest

Connecting VERA to Source Applications

qTest URL

qTest Service Account Credentials

Tx3




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