Tracker Creation

Before one can define what fields and field values to use in a tracker, it must first be created. Tracker creation can be accessed from the “Create a New Tracker” menu item that is available in the tracker service page.

Tracker creation page access

How to access the tracker creation page

This leads you to a 2 steps tracker creation process:

Choose the tracker template

You have first to choose a tracker template that will be used as a basis.

Note

Using a template doesn’t mean you have to stick to the list of fields and field values defined in this template. You can always add or remove fields or fine-tune the whole configuration settings afterwards.

Create a new tracker

Create a new tracker

It is divided in 3 parts:

  • Your Company tracker templates

  • Tuleap tracker templates

  • Advanced user part

Your company templates

In this part, you can choose amongst all the trackers that has been designed by your company. Pick one and click on “Next” at the bottom right of the page.

Choose a tracker from your company project templates

Choose a tracker from your company project templates

Tuleap tracker templates

In this part, you can choose amongst all the trackers that has been designed by Tuleap for you. Pick one and click on “Next” at the bottom right of the page.

Choose a tracker amongst Tuleap templates

Choose a tracker amongst Tuleap templates

Advanced user

In this part, you can choose to use :

  • a tracker from an existing project you’re admin of, that is not a template designed by your company. That means you can reuse a tracker you have already set to your process.

Choose a tracker amongst the projects you're admin

Choose a tracker amongst the projects you’re admin

Note

This does not copy the artifacts of the original tracker but only the configuration settings.

  • an empty tracker: this is useful if you want to create your tracker from scratch

  • an XML structure file: if you have an XML structure of a tracker, from another project or another Tuleap platform, you can import it. The expected XML file describes the structure of the trackers, the fields used, the values of the fields, and the permissions. Most of the time, you will use an XML file coming from a tracker structure export (see Tracker Structure Export). This feature is really convenient to copy a tracker from a server to another.

Note

This does not copy the artifacts of the original tracker but only the configuration settings.

Create from Jira issue

Import prerequisites

Before doing the Jira issue import, you have to check the following points:

  • Redis must be enabled and backend workers configured

  • Users email addresses are visible to anyone in the Jira configuration (must be done by each user)

  • The Jira user used to do the import must be administrator of your Jira project in order to have all the issues and all the content possible.

Jira issue import is only done asynchronously. Once finished, you will receive an email with the status and the output of this import.

Process the import

In this part, you can choose to import a bunch of issues from a Jira instance.

Import issues from Jira

Import issues from Jira

To import your Jira issues, you have to provide:

  • The Jira instance URL

  • Your Jira account email

  • One of your Jira API token

Then, you are able to select a Jira project and an issue type. Once all selected, the Jira import is queued.

Imported data

All the issues of the selected type in the selected project will be imported. The import is able to deal with the following fields:

  • Text

  • String

  • Date

  • Date with time

  • Selectbox

  • Radio button

  • Checkbox

  • Status field

  • Attachments

Comments are also imported. The issue history is recreated.

User mapping

Attention

The Jira user email address can only be used if the user allows the address email visibility in the Jira API. More information here. If this is not done, the import process will map the Jira user to a default Tracker Importer Tuleap user

The Jira import process will try to map the users found in the Jira data with Tuleap users:

  • Issue creator

  • Issue updater

  • Commentator

  • File uploader

  • Users in field values

To be relevant, the mapping is based on the email address. If the Jira user email address map a Tuleap user email address, then the mapping is done.

All the details about the mapping will be displayed in the Jira import output in the email.

Fill informations about your tracker

To finalise your tracker creation, you then need to fill some informations:

  • Name: this is the name of your tracker. A tracker is typically named after the type of artifact it is going to manage. This name will be used by Tuleap in the title of the various screens of the trackers. It is predefined with the same name of the chosen template

  • Colour: choose the color of your tracker. It is used in various screen of Tuleap.

  • Description (Optional) : A longer description of what this tracker is all about and the type of managed artifacts.

  • Short name (Predefined): this is a short name that best describe the type of artifact managed in this tracker. This name must be quite short as it is used in various screens of the Tuleap Tracker like the artifact update form where it appears in the tracker menu and also next to the artifact ID. Following the examples given for the Name field above, short names can be: AR for Action Request, SR for Support Requests, Reqt for Requirements, bug for Bugs…

    It is predefined by Tuleap, but you can modify it.

Choose your own shortname

Choose your own shortname

If this shortname already exists in your project, you will be invited to choose another one.

How to create a new tracker

How to create a new tracker

Once this second step validated, you will be able to start using your tracker as is, or continue the configuration.

Note

You can modify your tracker configuration at anytime during your tracker life.