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Is this your first contact with Project Configurator? Then, you have come to the right place. This page and the two use cases show you the basics of this plugin and how to start using it.

Overview

Project Configurator can help you in a lot of different ways as you can see when you review the Project Configurator Tasks documentation but to begin we are just going to hit on the two most common use cases: 

  1. You have configured new projects or made changes to the configurations of existing projects in a development instance and want to transfer those changes to the production environment (needless to say, the issue data in production must be kept as it is!)
  2. You want to move some projects from one Jira instance to another.

Our plugin can export and import a whole host of object types, including (but not limited to) users, groups, roles, custom fields, and schemes. You can see the full list of supported object types here, so we won't list them all now.

If you want other examples of how Project Configurator can be used, have a look at our tasks.  Many of those use cases were proposed by users of Project Configurator, so if you have another idea, please leave a comment or send us a line by email!

What it does not do

There are a few things Project Configurator can't do. You can read about its limitations here.

Prerequisites

To transfer projects or their configurations, You must have the Jira System Administrator permissions in all instances where you are going to use Project Configurator.

Project Configurator must be installed on both instances. If this is the first time you have installed a plugin, follow the instructions on this page. Project Configurator is a standard Plugin 2 type add-on, and paid-via-Atlassian, so the installation and licensing process is the same one used by most plugins in the Atlassian Marketplace.

See Also

If you prefer to see the use cases in a printable format we have created two PDFs for you.

This PDF explains how to promote configuration changes from a staging/development environment to production (Use Case 1):

And this one, explains how to migrate projects to a different instance (Use Case 2):

If you want to know more about the functionality of Project Configurator, have a look at these links:

Did something go wrong?

Just file a ticket in our Support Portal. We'll be happy to help! 

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