Vera Integration Checklist

Owned by HB Farris
Jan 03, 2024
2 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) 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 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) 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 

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

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546117966

List of record data fields per data type

5

Install Vera App on Jira

https://marketplace.atlassian.com/1220599

Jira Administration access

6

Configure Vera Jira App with Vera URL and Vera Service credentials

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115628

Vera URL

Vera Service Account Credentials

7

Install qTest App on Jira

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

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/V20241/pages/546115695

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115649

Jira Administration access

10

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

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115745

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115789

Jira Administration access

11

Create Vera Pending Tasks and Vera Sync ID fields in Jira

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115960

Jira Administration access

12

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

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115854

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546116034

Jira Administration access

13

(Optional) Apply Vera fields and workflows to additional Jira projects

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546115932

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/V20241/pages/546116271

Vera URL

 

19

Connect Vera to Jira

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546118275

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546116178

Jira URL

Jira Service Account Credentials

20

Connect Vera to qTest

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546118275

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546116243

qTest URL

qTest Service Account Credentials

21

Set up Domains with Projects

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546117362

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546117447

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/V20241/pages/546118075

List of custom policies for domains

23

Import users with their Domains and Approval Roles into Vera 

https://tx3.atlassian.net/wiki/spaces/V20241/pages/546116873

List of users, domains, and approval roles

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