Vera Integration Checklist
- HB Farris
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/spaces/V20233/pages/436998088 for more details)
Create the Vera System Role
Create the Vera Service Account in Jira
Add Pending Tasks and Vera Sync ID fields
Setup the Standard Vera workflow
Setup Vera webhooks
Disable the Delete, Move, and Clone actions within Jira
Lock Jira records based on workflow states
Create new Jira Project with Vera workflow
Install and configure the Tricentis Vera Jira App (requires Vera URL, Vera Service Account and Password) https://marketplace.atlassian.com/apps/1220599/vera-electronic-signatures-for-jira
Configure Vera connection to Jira (requires Jira URL, Jira Service Account and Password)
Setup qTest Vera Integration
Setup qTest project for Vera integration (see Tricentis qTest Configuration for more details)
Create the Vera service account in qTest
Create a new qTest Project
Enable Vera integration for pre and post execution approval (requires Vera URL)
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/integrations/jira/get_started/getting_started_with_jira_integration.htm for more details)
Enable Jira integration for Requirements and Defects (requires Jira URL, Jira Service Account and Password)
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.
ID | Task | Dependencies |
1 | Install Vera https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000958 | Server and network provisioned |
2 | Provide Vera URL and Vera Service Account credentials | N/A |
3 | Configure Default Approval Policy with Approval Roles and Approval Routes https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000294 | List of approval roles List of approval route templates |
4 | Configure Default Records Management Policy https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000333 | List of record data fields per data type |
5 | Install Vera App on Jira | Jira Administration access |
6 | Configure Vera Jira App with Vera URL and Vera Service credentials https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998133 | Vera URL Vera Service Account Credentials |
7 | Install qTest App on Jira | Jira Administration access |
8 | Configure qTest Jira App with qTest URL | qTest URL
|
9 | Create Jira Service Account for qTest and Vera use https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998200 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998154 | Jira Administration access |
10 | Create Vera System Role in Jira and add the Jira Service account https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998250 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998294 | Jira Administration access |
11 | Create Vera Pending Tasks and Vera Sync ID fields in Jira https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998359 | Jira Administration access |
12 | Update or import Jira workflow to add Vera state transitions, webhooks, properties, and conditions https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998562 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998422 | Jira Administration access |
13 | (Optional) Apply Vera fields and workflows to additional Jira projects https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998640 | Jira Administration access |
14 | Create qTest Service Account for Vera use | qTest Administration access |
15 | Create qTest Project | qTest Administration access |
16 | Add qTest Service Account to new qTest Project as Project Admin | qTest Administration access |
17 | Configure Jira integration on qTest project for Requirements, Defects and Releases with Jira URL and Jira Service Account | Jira URL Jira Service Account Credentials |
18 | Configure Vera integration on qTest project for Pre-execution approval and Post execution approval with Vera URL https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998733 | Vera URL
|
19 | Connect Vera to Jira https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000538 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998668 | Jira URL Jira Service Account Credentials |
20 | Connect Vera to qTest https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000538 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436998764 | qTest URL qTest Service Account Credentials |
21 | Set up Domains with Projects https://tx3.atlassian.net/wiki/spaces/V20233/pages/436999729 https://tx3.atlassian.net/wiki/spaces/V20233/pages/436999814 | Source system connections in place List of domains with associated projects |
22 | (Optional) Add Policy Sets and Associate to Domains https://tx3.atlassian.net/wiki/spaces/V20233/pages/437000442 | List of custom policies for domains |
23 | Import users with their Domains and Approval Roles into Vera | List of users, domains, and approval roles |