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General Assistance
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The CRM Plugin uses either a SOAP or REST API to make a network connection from your Jira server to your CRM server, allowing for a tight integration between JIRA and CRM. Unless disabled in the plugin configuration, this connection uses an encrypted connection (SSL) to communicate with the CRM system. This ensures that requests ONLY come from the CRM user over an encrypted (SSL) connection between JIRA and the CRM user's browser. There is no network connection made from the CRM server to your Jira server so firewalls used with your Jira server do not need to be changed.
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Installation
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Upgrading the CRM Plugin to the latest release is easy:
For JIRA version 4.4 or later, use the built-in plugin manager Use Jira's "Manage apps" admin screen to uninstall the existing version of the CRM plugin and then use Jira's "Find new apps" admin screen to find and install the latest version straight from Atlassian's plugin marketplaceof the Goldfinger Salesforce plugin app from the Atlassian Marketplace. You will not lose any existing plugin settings or data by uninstalling and reinstalling the app.
For JIRA versions older than JIRA 4.4:
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This message means you are using an older version of Java than required by JIRA and the CRM plugin. See https://confluence.atlassian.com/display/JIRA/Supported+Platforms. You can see the current version of Java used by JIRA by going to your JIRA admin screen: System -> System Info and look at the value displayed for Java Version. Updating the version of Java you are using will resolve this problem.
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Yes. In JIRA, go to the plugin's "CRM Record Definitions" configuration screen. Edit the "case" settings, look in the User Interface Settings section for a setting labeled "Multiple CRM Linking". Uncheck this setting and save the change.
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Usage
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1. How does data get copied between JIRA and CRM?
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The CRM Plugin stores Salesforce record Ids in the Jira database (specifically as values for the plugin's custom fields, Account, Contact, Case, etc.). When Salesforce records are migrated to a new Salesforce Organization, these record ids change and all the link data used by the plugin is no longer valid.
To restore the link data, the Jira database has to be modified to replace each old Salesforce record id with whatever its new record id is after the migration. One way to do this is to create a list of all the old CRM record ids and their new ids, this list is then "fed" to some process that would update the Jira database. One way to obtain this list of ids is, prior to migration, create a new custom field in the Salesforce records being migrated and copy the Salesforce field "id" to this custom field, now after the migration, the new records will have the new record id in the "id" field and the old record id in the custom field. Alternatively, one could create a mapping of old ids to another unique value, for example Case Number for Cases would work, and then use this mapping to go from the old record id to the Case Number and from Case Number to the new record id. I'm sure there are other ways to build this list. Once you have such a list you then need to pick a way to update the Jira database, my preference would be to use a SQL client program connecting to whatever database is used with Jira and executing a SQL script (i.e. a list of SQL Update commands) that would update the table that holds the Jira custom field values.
Another possible solution is to use a list of Jira Issue Keys along with the new Salesforce record Ids to create a list of URLs for either the Jira REST API or the CRM plugin's link-issue servlet and then use a utility like curl to execute this whole list of URLs (each URL would update one Jira issue to set the new Salesforce record ids into the appropriate Jira custom fields).
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Procurement
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Goldfinger Holdings does not offer refunds. Goldfinger Holdings allows its customers to evaluate the CRM Plugin for a period of 30-days (and beyond where necessary), which allows our customers to determine whether the CRM Plugin will work within their environment. If you have any questions prior to purchasing the CRM Plugin, please contact us.