|Suppose you have a development instance (let's call it DEV) where some changes have been made to the configuration of some projects. End users have seen and approved these changes and now you want to transport these changes to your production instance (which we'll call PROD).|
Ensure Project Configurator is installed on both your development (source) and production (target) instances. You can install Project Configurator either through the UPM or by downloading the app from the Atlassian Marketplace. Apply your license to the target instance only – Project Configurator will allow you to export without a license on the source instance. If you need information on setting up a staging server for Jira, see Atlassian's Establishing Staging Server Environments for Jira Applications.
While we’ve tried to make Project Configurator as easy to use as possible, there are a few things you should do to ensure a successful import.
Make full backups of your source and target databases including attachments.
Disable Outgoing Mail to not spam users.
Before exporting, run the Object Dependencies report to give you visibility of where objects are used or referenced by other objects in your configuration.
Before importing, run the Import Conflict Detection report.
Perform the configuration promotion out of office hours (it might take some time).
Select Add-ons from the Jira Administration menu, then select Export Projects under Project Configurator in the left sidebar.
On the Export Projects page, make your selection(s). Choose Configuration Only below the project list and then click Export Options.
Open a Jira session in the PROD instance.
Select Add-ons from the Jira Administration menu, then select Import Projects under Project Configurator in the left sidebar.
Once the import has run, you will see a the final import report. This has the same format as the simulated report making it easy for you to understand what changes were implemented.
If you followed along, you have just successfully transferred your first configuration changes from a Dev instance to Production! If you would like to watch a demo video of this process, follow the link below.
To learn more about how Project Configurator can work for you, please visit our page in the Atlassian Marketplace. Here you will find our product overview and details on installation, compatibility, and pricing tiers. You can also read user reviews and explore our other popular add-ons for Jira and Confluence.