Vera Integration Checklist

Owned by HB Farris
Sept 07, 2023
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 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 Tricentis Vera Jira App (requires Vera URL, Vera Service Account and Password) Vera Electronic Signatures for Jira | Atlassian Marketplace

  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 Tricentis qTest Configuration 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/integrations/jira/get_started/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) Tricentis qTest Integration for Jira | Atlassian Marketplace

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 

Vera Deployment with Docker

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

Configure the Approval Policy

List of approval roles

List of approval route templates

4

Configure Default Records Management Policy

Configure the Record Management Policy

List of record data fields per data type

5

Install Vera App on Jira

Vera Electronic Signatures for Jira | Atlassian Marketplace

Jira Administration access

6

Configure Vera Jira App with Vera URL and Vera Service credentials

Install & Configure the Tricentis Vera App

Vera URL

Vera Service Account Credentials

7

Install qTest App on Jira

Tricentis qTest Integration for Jira | Atlassian Marketplace

Jira Administration access

8

Configure qTest Jira App with qTest URL

qTest URL

 

9

Create Jira Service Account for qTest and Vera use

How to create the VERA service account in Jira Cloud

How to create the Vera Service Account in Jira

Jira Administration access

10

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

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

https://documentation.tricentis.com/qtest/9910/en/content/qtest_manager/administration/manage_projects.htm

qTest Administration access

16

Add qTest Service Account to new qTest Project as Project Admin

https://documentation.tricentis.com/qtest/1001/en/content/qtest_manager/project_settings/user_management_settings.htm

qTest Administration access

17

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

https://documentation.tricentis.com/qtest/od/en/content/integrations/jira/get_started/getting_started_with_jira_integration.htm

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 

https://tx3.atlassian.net/wiki/spaces/V20233/pages/436999373

List of users, domains, and approval roles