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Step-by-Step

Generally speaking, there are four phases of a Backup/Restore process:

I. Creating a backup JSON file

II. Uploading the backup file to your new environment

III. Running the restore process

IV. Import results

We will go into details of the above steps in the following pages. If you follow them correctly, you should be able to carry out a backup of an old system and import all its Email This Issue settings into your new, empty Jira instance.

I. Creating a backup JSON file

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To create a backup JSON file in the system from which you want to export your configurations, you will need to carry out the following steps:

1. Navigate to Email This Issue - Administration -Backup/Restore.
2. Click on Backup (next to Add file) and optionally fill the "Description of the export" field,  then press the Create button under the description field.
3. Download the JSON file by clicking on the three dots at the end of the row and click on Download. Please note that the backup JSON file is by default stored at <Jira Home Directory>\data\emailissue\.
   
   

II. Uploading the backup file to your new environment

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To restore your current settings on the same- or on another Jira server instance you will have to upload a JSON file:

1. Navigate to Email This Issue - Administration - Backup/Restore.
   
   
2. Click on Add file then click on Browse.
   
   
3. Select the JSON file you wish to restore then click Upload (or drag and drop the downloaded file in your browser).
   
   
4. The file is now listed in a table below and can be used to restore your settings.
   
   

III. Running the restore process

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After uploading the JSON file you can now start the restore process:

1. Click on the three dots at the end of an uploaded item
   
   
2. Click on Restore

The restore configuration has four stages:

1. Entity selection

2. Conflict resolution

3. Overview

4. Import results

1. In the Entity selection, you can select which parts of your configuration you would like to import into your server instance. In this case, we would like to import everything, so we will need to select everything as shown below.
   
   

   The entities are presented with drop-down menus and are marked with a grey highlight, while the rows without any highlights are entity items.

   The entity items can be one of the following types:

   • Name of an entity (e.g.: the name of a template)
   • A Project and/or an Issue type can be selected within the entity, in which case it is presented as <Project name>; <IssueType name>
   • A Project and/or an Issue type can be selected within the entity, in which case it is presented as <Project name>; <IssueType name>; <JQL filter>
     
     
2. After selecting the entities to be imported, click on Conflict resolution to proceed with the process.
   
   
   
   

3. During the import, there could be conflicts regarding the items you wish to restore, but in this case, because we are restoring data in a blank system, there are none. Click on Create new to:
   
   

   1. click on the Insert imported parameters button on the right side of the drop-down menu to import the original names of the entities:
      
      
      
      

   2. add a scope to the imported entity (such as project/issue type/JQL setting):
      
      

      
      

4. After creating the new entities, click on Check to see if the resolutions have been successful. If all the conflicts are resolved, the overview page is displayed and you may proceed with the restore process by clicking on Confirm.
   
   

IV. Import results

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1. After clicking on Confirm, the import results page displays the log of imported entities and their status. Imported entities can be found on the left pane, while the results of their import are presented on the right pane of the window.
   
   
2. Click on Close to exit the import result page.
   
   
   
   

If all the above steps are carried out properly, you should now have all the configurations of the backup file in your system.