Upgrading Jira - PSA to Spring 2021-Summer 2021

If you are upgrading from a previous version of Integration Hub Connector: Jira - PSA to the Spring 2021 version, you must perform the steps detailed below.

After your org is upgraded to PSA Spring 2021, the connector is not automatically upgraded. Your existing workflows continue to execute as before, but you are not able to benefit from the new features included in the latest version.

To upgrade the connector to Spring 2021, perform the following steps:

  1. Raise a case with FinancialForce Customer Support to make the latest version of the workflows available for your org.
  2. Disable the Integration Hub Connector: Jira - PSA feature via the Feature Console.
  3. Disable the active workflows via the Feature Console.
  4. Enable the workflows again.
  5. Enable the feature again.

More information is provided below.

Disabling and Enabling the Integration Hub Connector: Jira - PSA Feature via the Feature Console

Before you can start using the upgraded workflows, you must first disable the existing workflows.

Warning:

While you are performing the upgrade steps via the Feature Console, the active workflows stop synchronizing changes between PSA and Jira. Since all the workflows execute in real-time, we strongly recommend that you advise your users not to perform actions that would normally trigger a workflow to execute. For example, advise your users not to log work in Jira.

Note:

The expected time to perform all the steps via the Feature Console is up to one hour, provided that your configuration is already set up correctly.

Once FinancialForce Customer Support has made the latest version of the workflows available for your org, perform the following steps.

  1. Click the Feature Console tab.
  2. Click Integration Hub Connector: Jira - PSA to view the feature steps.
  3. Use the Status slider in the Feature section to mark the feature as disabled.
  4. Next to step 7, click Edit. The Enable the Synchronization of Record dialog displays.
  5. Deselect Sync Work Logs from Jira to Timecards in PSA. This disables the workflow.
  6. Next to step 6, click Revert.
  7. Next to step 6, click Perform. This pushes the keys and mappings to the Integration Hub.
  8. Next to step 7, click Edit. The Enable Synchronization of Records dialog displays.
  9. Deselect Sync Work Logs from Jira to Timecards in PSA. This enables the upgraded workflow.
  10. Use the Status slider in the Feature section to mark the feature as enabled.
    The Integration Hub Connector: Jira - PSA is now updated to Spring 2021.