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Use Case

Tip

Follow the below step-by-step guide if you need to import whole email configurations into a system that does not have any email settings set up yet.
This could be the case when you need to migrate from your test environment to your production environment for example.

Note
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titlePrerequisites

It is a prerequisite that you have all projects, issue types, fields etc. already created in Jira before starting the Email This Issue Restore process. Everything you would like to set in Email This Issue has to be present before starting the backup, please make sure to check these beforehand.

Jira related dependencies:

  • In case of Projects, the name and the project key have to match
  • In case of Issue Type/Request type, the names have to match and they have to be available within the project
  • In case of (custom) Fields, the name and the field type have to match
  • In case of Project roles the names have to match
  • In case of Issue Link Types the names have to match
  • In case of Groups the names have to match
  • In case of a User, the user key has to match

Email This Issue related dependencies:

  • Template: either imported or found by name
  • SMTP connection: either imported or found by name
  • Mail Account: either imported or found by name

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

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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:

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On this page

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Detailed documentation

Backup and Restore Administration

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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.

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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

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The restore configuration has four stages:

  1. Entity selection

  2. Conflict resolution

  3. Overview

  4. Import results

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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:

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  • Success: all data has been imported successfully.
  • Warning: there were items during the import that could not be identified, therefore no action has been taken on those items.
  • Error: there was an error during the process such as a faulty JSON file. It does not mean that the restore has failed, it can still be successful, however, you need to check the configuration.
  • Failed: a fatal error has occurred, the import is failed, no action has been taken on any of the items.
    • In the case of "New entity", the new entity is NOT created.
    • In the case of "Overwrite existing", the existing entity will not be modified in any way.

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Note

The import log can be found in the browser's console in a JSON format.

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

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Backup / Restore only parts of a configuration

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Backup / Restore every setting in the same instance

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