On this page:
...
Additional import options:
...
| Child pages (Children Display) |
|---|
Initial Import
After creating an eazyBI account, you need to import in the eazyBI database selected Jira project issues that you would like to analyze.
From the Source Data tab select Add new source application and then select the Jira application as a source application type.
The data import from Jira is authorized by the user who performs the initial data import: her Jira credentials are used to detect which projects and fields could be imported in this eazyBI account and are applied to all consecutive data imports (scheduled or manual). Inactive or non-existent users can't authorize data import: if the user access rights are changed in Jira (the user is deactivated or loses access to some of the selected projects), user authorization must be reset.
After that, the next screen Select application import options would be opened to continue the initial import setup.
...
Select which Jira projects you would like to import in eazyBI. You can select all projects [1], list of chosen projects [2], or all projects with a particular category [3]. When a category for a project is changed in Jira, the project will be automatically deselected from eazyBI import, if the new category isn't selected. eazyBI will automatically detect selected Project type and will provide additional import options for Software and Service Desk projects.
...
Select Template account [1] to import reports, dashboards, and calculated measures defined in a common template account. You can override [2] existing reports, dashboards, and calculated measures with reports, dashboards, and calculated measures from the template account.
Template accounts are available starting from the eazyBI version 6.1.0 as well as in eazyBI for Jira Cloud.
Jira Custom Fields
If you would like to import Jira custom fields then go to tab Custom fields [2] [3] or tab Add-ons [1] to import custom fields specific to Jira apps eazyBI has integration with [1]. And select custom fields you would like to import. And select either individual checkboxes (Import as a dimension, Import as a measure, Import as a property, or Import value changes) or click on a custom field name to select all available checkboxes for this custom field. Available import options depend on the custom field type or advanced settings for the custom field (if applied).
Select Import as dimension if you want to analyze total numbers by the custom field values (usually, these custom fields are used to classify issues by some parameter). If the custom field is specific for each issue and you just want to get this information when looking on a particular issue, import it as property.
If you want to get totals of numeric or date fields to import them as measures. In the result, a set of measures with totals of custom field numeric values or measures with custom date fields would be created.
If you want to see how numeric custom field values are changed over time, then import value changes.
Please select only those custom fields which you need for analysis purposes. Too many imported custom fields might slow down eazyBI reports.
...
If you have older eazyBI version than 5.0.0, then the only way to reimport all data is by emptying the whole cube and re-importing all issues. Please follow the next section to find out more about that!
Empty cube and re-import all issues
Sometimes you would need to recreate all dimension members (for example, new custom field value in Jira is created and used for issues). During this import, reports may seem empty as it reimports all issues (and other dimension members) from the beginning.
...
If Jira configuration is changed then it is recommended to perform Jira re-index as otherwise Jira search API (which is used by eazyBI Jira import) might return incomplete results and as a result not all selected Jira issues will be imported in eazyBI. If there is a problem that not all Jira issues are visible in eazyBI then please perform Jira re-index and then do Jira re-import in eazyBI.
Reset authorization
When the user who had initially authorized Jira for data import is not available anymore (is inactive) or does not have permissions to the needed project, data source authorization should be reset to another user, otherwise, the next data import won't be successful (will end with error).
The new user has to be added to the account with Owner, User Admin or Data Admin account user roles. She should log in eazyBI, open Source tab and click Reset authorization.
After approving this action, the Status will be changed to "Authorized" and username of the new user will be visible under Source selection.
Open Edit import settings to select projects and custom fields available for the new user and perform data import.
After reset authorization, the user should run the first import manually. After the first manual import imports will run as scheduled automatically with the new user credentials.
...
The Jira source application definition export is available starting from the eazyBI version 5.3.0 and in eazyBI for Jira Cloud.
With the Jira source application definition export, you can share the Jira import options from one account across several others. A typical use-case is creating a template account and then sharing the selected import options with other eazyBI accounts that have the same scope. This can save a ton of time setting up these import options manually for each account. To export the definition of Jira source application, open the Source data tab, and click Export definition. Copy the definition.
...