In our recent webinar, "How to Move an Entire Project Between Sites," I explored migrating an entire Jira project’s configurations across different environments using Salto. This post recaps that webinar and offers a detailed guide to ensure your project migrations are seamless and efficient.

Navigating Common Migration Hurdles

Modern enterprises rely on SaaS applications like Jira, which require deep customizations to meet organizational needs. While no-code or low-code tools make management easier, migrating entire projects between environments poses challenges like tracking changes, ensuring consistency, and understanding the impact of modifications. Salto simplifies this process by applying DevOps principles to IT and business applications, enabling seamless management and migration of entire project configurations.

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Step-by-Step Guide: Moving an Entire Jira Project

Let’s dive into the step-by-step process to move an entire Jira project using Salto.

1. Login and Setup:

• Log into your Salto account and connect your Jira environments (sandbox and production).
• Run a fetch to pull down all configuration metadata from the connected environments. This includes projects, screens, workflows, schemes, filters, statuses, etc. Salto supports both Jira Software and Jira Service Management (JSM) projects.

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2. Exploring Project Configurations:

• Use Salto’s Explore view to see details about the configuration of your projects, including their schemes, workflows, automations, filters, any related custom field contexts, and more.

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• For JSM projects, you can also view forms, calendars, portal groups, settings, queues, request types, SLAs, and more.

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3. Comparing Environments:

• Navigate to the Compare and Deploy section in Salto.
• Create a new comparison, selecting your sandbox as the source and production as the target.

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• Salto will display all the differences between these environments, including new additions, modifications, and deletions.

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4. Selecting Changes to Deploy:

• Filter the differences to focus on net new additions, such as the entire project you want to move.

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• Select the project configuration and any required dependencies (schemes, workflows, custom fields, etc.).

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• Review the additional dependencies for related changes that may not be strictly required but can be selected to ensure a complete migration.

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5. Deployment Preview:

• Create a deployment preview to validate the selected changes.
• Salto will identify issues, such as missing users or conflicting project IDs, and provide warnings or errors to address before deployment.

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6. Executing the Deployment:

• Once validated, proceed with the deployment to push the entire project configuration to your production environment.
• After deployment, Salto summarizes the changes made, highlighting any errors and suggesting fixes for future deployments.

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Handling Errors and Rollbacks

If any errors occur during deployment, Salto’s deployment summary will detail the issues, allowing you to fix and redeploy.

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Additionally, Salto supports rolling back changes by restoring to a previous version, ensuring you can revert to a stable state if needed.

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Advanced Features: Monitoring and Version Control

Salto also includes advanced features for monitoring and version control:

• Monitoring: Set up monitors to receive alerts for specific configuration changes in your production environment, such as notifying when changes are made to a project’s permission scheme

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• Version Control: Integrate with Git providers (GitHub, GitLab, Bitbucket, Azure DevOps) to track all changes, including changes made directly in Production, and maintain a comprehensive changelog.

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Conclusion

Using Salto to manage Jira project configurations simplifies moving entire projects between environments. By ensuring consistency, reducing risk, and leveraging DevOps best practices, Salto enables you to streamline your Jira administration. Start using Salto today to transform how you manage and migrate your Jira projects.

For more details, sign up for our free trial and explore Salto’s capabilities. Visit Salto.io to get started.

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