Quick Start¶

The instructions below will help you get up and running quickly.

Requirements¶

Python 2.7/3.7
A ShotGrid site
A Jira site

Getting the Code¶

The quickest way to get the code required is by cloning the Github repos

SG Jira Bridge: https://github.com/shotgunsoftware/sg-jira-bridge
shotgunEvents: https://github.com/shotgunsoftware/shotgunEvents

$ cd /path/to/put/this
$ git clone git@github.com:shotgunsoftware/sg-jira-bridge.git
$ git clone git@github.com:shotgunsoftware/shotgunEvents.git

A note about Jira servers hosted by Atlassian¶

In April 2019, Atlassian put a new set of rules around accessing user data due to the the European GDPR regulation. Since then, email addresses of Jira users are no longer accessible.

As the ShotGrid Jira bridge relies on this information to pair ShotGrid users with Jira users, some extra steps will be required to configure the Jira bridge. This quickstart page will alert you when these extra steps are needed.

Setting up ShotGrid¶

Required Fields¶

The following fields must be created in ShotGrid for each of the following entity types:

Entity Type	Data Type	Display Name	Description	Field Name (auto-generated)
Project	File/Link	Jira Sync URL	URL of SG Jira Bridge (see below)	`sg_jira_sync_url`
Project	Text	Jira Key*	Synced Project Key value in Jira	`sg_jira_key`
Task	Text	Jira Key*	Synced Issue Key value in Jira	`sg_jira_key`
Task	Checkbox	Sync In Jira	Enable/Disable syncing for this Task	`sg_sync_in_jira`
Task	File/Link	Jira URL	Link to synced Issue in Jira	`sg_jira_url`
Note	Text	Jira Key*	Synced Issue Key/Comment ID in Jira	`sg_jira_key`
HumanUser	Text	Jira Account Id	Synced Account Id in Jira.	`sg_jira_account_id`

Note

All Jira Key fields must be configured with the “Ensure unique value per project” setting checked. This setting can be found by showing the relevant field in an entity spreadsheet view and then right clicking the header for that column. Select the Configure field... menu option.
The HumanUser.sg_jira_account_id field is only necessary if your Jira server is hosted by Atlassian.

Configure your ShotGrid Project¶

Configure your ShotGrid Project entity with your Jira Sync Settings:

Field	Value	Description
Jira Sync URL	`http://localhost:9090/sg2jira/default`	The address where you’ll run the SG Jira Bridge webserver
Jira Key	<JIRA PROJECT KEY>	The Project Key in Jira for the Project you’re syncing (eg `TEST`).

Setting up Jira¶

Required Fields¶

The following fields must be created in Jira and made available in Boards:

Field Name	Type	Description
Shotgun Type	Text	Stores the associated ShotGrid Entity type
Shotgun ID	Text	Stores the associated ShotGrid Entity ID
Shotgun URL	Text	Stores a link to the detail page for the associated entity in ShotGrid

Jira Webhook¶

Navigate to the Jira system settings (Settings > System > WebHooks)
Click “Create Webhook”
Add the values for the following:

Field	Example
Name	“SG Jira Bridge Test”
URL	`https://<url_for_sg_jira_bridge>/jira2sg/default/issue/${issue.key}` The `<url_for_sg_jira_bridge>` is the host name or IP address of the computer you will be launching `webapp.py` or `service.py` from.
Description	“Webhook that syncs Jira data with ShotGrid using the SG Jira Bridge”
JQL	`project = "Your Project Name"`
Events	(required) [x] Issue: created, updated, deleted (required) [x] Comment: created, updated, deleted
Exclude Body	(required) [ ] un-checked

Note

If you are setting up a local development environment and need Jira to have access to localhost in order for the Jira webhook to successfully delivery its payload to the bridge, be sure to follow the instructions in the Testing on a Machine Not Accessible to Jira section of the debugging guide.

Jira Permissions¶

In order for the Jira Bridge to be able to create and update issues in Jira, the Jira user associated with the Bridge will need to have certain permissions. Depending on your current Jira permission rules, you may not need to make any changes here. But if you would like to restrict the user to only the required permissions, you will need to add the following:

Browse Projects (to access custom fields)
Assignable User (to get the list of users that can be assigned to an issue)
Assign Issues
Close Issues
Create Issues
Edit Issues
Modify Reporter
Transition Issues
Add Comments
Edit All Comments

Setting Up Your Config and Env¶

There are two different pieces to setting up the ShotGrid Jira Bridge. There’s the bridge itself (sg-jira-bridge), which handles all of the syncing of data between ShotGrid and Jira. Then there’s the ShotGrid Event Daemon (shotgunEvents), which handles dispatching supported ShotGrid events to the bridge.

Since they are installed in different locations and each setup has different python module requirements, the instructions below describe how to setup an environment for each of them separately.

SG Jira Bridge¶

Installing Required Modules¶

We recommend setting up a virtual environment. Ensure you have virtualenv installed in your global Python installation. A requirements.txt file is provided to install all required packages.

# create a virtualenv
$ virtualenv venv

# Activate the virtualenv
# On MacOS/Linux:
$ source venv/bin/activate
# On Windows (using PowerShell)
$ venv/Scripts/activate

# Install required packages
pip install -r /path/to/sg-jira-bridge/requirements.txt

Note

If you are upgrading from a previous version of the bridge, we recommend you upgrade the dependencies as we’ve had to fork the jira Python module to add a missing feature:

pip install --upgrade -r /path/to/sg-jira-bridge/requirements.txt

Settings¶

Settings are defined in the settings.py file in the root of the repo. For the quickstart, the default settings are fine as-is.

Authentication¶

Credentials are retrieved from environment variables. You may set these in your environment or use python-dotenv and define these in a .env file.

# ShotGrid credentials
SGJIRA_SG_SITE='https://mysite.shotgrid.autodesk.com'
SGJIRA_SG_SCRIPT_NAME='sg-jira-bridge'
SGJIRA_SG_SCRIPT_KEY='01234567@abcdef0123456789'  # replace with your api key

# Jira credentials
SGJIRA_JIRA_SITE='https://mystudio.atlassian.net'
SGJIRA_JIRA_USER='richard.hendricks@piedpiper.com'
SGJIRA_JIRA_USER_SECRET='youkn0wwh@tapa$5word1smAKeitag0odone3'  # replace with your user's password or API key

Note

Jira Cloud requires the use of an API token and will not work with a user password. See https://confluence.atlassian.com/x/Vo71Nw for information on how to generate a token.

Jira Server will still work with a user password and does not support API tokens.

For more information, see: https://developer.atlassian.com/cloud/jira/platform/jira-rest-api-basic-authentication/

Note

Since Jira does not have a concept of a “script” user, SGJIRA_JIRA_USER will need to be the designated user account, with appropriate permissions, that will control the sync updates. Note that the user should not be your personal user account, as the bridge will ignore and not sync to ShotGrid any events triggered in Jira by that user. This ensures that the bridge will not end up in a “ping pong” state, where it bounces the same event back-and-forth between Jira and ShotGrid. As such, you will need to create a dedicated user account in Jira for use with the bridge.

shotgunEvents¶

Details for configuring the ShotGrid Event Daemon are available on the shotgunEvents wiki

Installing Required Modules¶

We recommend setting up a virtual environment. Ensure you have virtualenv installed in your global Python installation.

# create a virtualenv
$ virtualenv venv

# Activate the virtualenv
# On MacOS/Linux:
$ source venv/bin/activate
# On Windows (using PowerShell)
$ venv/Scripts/activate

# Install required packages for the trigger.
# Note: This requirements.txt is in the "sg-jira-bridge/triggers"
#       subdirectory, NOT in the root of the project.
pip install -r /path/to/sg-jira-bridge/triggers/requirements.txt

Enable the SG Jira Trigger¶

Add the path to the SG Jira Bridge sg_jira_event_trigger.py file to the shotgunEvents conf file:

...
[plugins]
# Plugin related settings

# A comma delimited list of paths where the framework should look for plugins to
# load.
paths: /path/to/sg_jira_bridge/triggers, /path/to/any/other/shotgunEvents/plugins
...

Authentication¶

The trigger uses the following environment variables to retrieve ShotGrid credentials:

# sg_jira_event_trigger.py credentials
SGDAEMON_SGJIRA_NAME='sg_jira_event_trigger'
SGDAEMON_SGJIRA_KEY='01234567@abcdef0123456789'  # replace with your api key

Note

The trigger uses it’s own authentication to ShotGrid, independent of the auth used in the SG Jira Bridge Server and the main shotgunEvents settings. We highly recommend you add an additional Script User in ShotGrid solely for this trigger.

Note

If you are using sg-jira-bridge v0.2.2 or later, these environment variables can also be defined in the .env file from the SG Jira Bridge section

Define a Mapping Between Jira and ShotGrid Status Names¶

The bridge needs to know how to map a status in ShotGrid to a status in Jira and vice versa. Your status names likely differ from the default ones. Make sure the values in TaskIssueHandler._sg_jira_status_mapping match the names used in your workflow:

return {
    "wtg": "Backlog",
    "rdy": "Selected For Development",
    "ip": "In Progress",
}

Starting Everything Up¶

Match ShotGrid users with Jira users (for Jira servers hosted by Atlassian only)¶

$ python update_shotgun_users.py --settings <path to your settings.py> --project <id of your project>

Note

For every user found in ShotGrid, the script will search for a Jira user with the same email address. If you have multiple users in ShotGrid with the same email address, only the first one, i.e. the one with the lowest id, will be associated with a Jira account.

If you wish to change the ShotGrid user associated with a Jira account, e.g. the script associated the first ShotGrid user with an account when you actually wanted the second one, you can take the account id from the HumanUser.sg_jira_account_id field from one user and copy it to another user and then clear the original user’s account id.

If new users are added to Jira and ShotGrid, run this script again and the new user accounts will be paired. Existing pairings will be left as they were.

Note

Due to Jira API restrictions, we can only search for email addresses of users that can be assigned on issues for a given Jira project. If all your Jira users can access any Jira project, the value for the --project argument can be any project id. If you have restrictions, you will need to run this script once per project so that all your Jira users can be discovered and paired with a ShotGrid user.

Start SG Jira Bridge¶

$ python webapp.py --settings <path to your settings.py> --port 9090

Start shotgunEvents¶

$ ./shotgunEventDaemon.py foreground

Note

This starts the event daemon in foreground mode, logging everything to the terminal which is helpful for testing. When running in production, you’ll start it with ./shotgunEventDaemon.py start

Testing It Out¶

Once everything is running you’re ready to test it!

Create an Asset in ShotGrid with a TaskTemplate appied.
Toggle the Sync In Jira checkbox on for one of the Tasks.
Navigate to your Jira site to see the Issue created for that Task.
Change the status in Jira to see the status change in ShotGrid.

If things don’t seem to be working, check the output from SG Jira Bridge and shotgunEvents in your terminal window for log messages.

Note

For any synced entity, ShotGrid stores the associated Jira key in the sg_jira_key field which will update automatically when you initially sync the Task. Jira stores the associated ShotGrid Entity type and ID in the Shotgun Type and Shotgun ID fields as well as a link to the entity in ShotGrid in the Shotgun URL field. This is a good indicator that things are working correctly.