Usage

Usage

First-Time Setup

Access the App form Apps Asset Objects migration for JSM

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🔌 Managing Connections

Connections store authentication details for Jira Service Management instances you want to migrate assets between.

Adding a Connection

  1. Navigate to Connections tab

  2. Click "Add Connection" button

  3. Fill in the form:

    • Configuration Name: Friendly name (e.g., "Production JSM")

    • Use current local site: Auto-fills your current Jira URL

    • Jira site URL: Base URL (e.g., https://your-site.atlassian.net)

    • Account Email: Your Atlassian account email

    • API Token: Generate from Atlassian Account Settings, to easily create, select the token API with default, or you can specify scope with these:

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    Click "Test Connection" to verify credentials

  2. Click "Save" to store the connection

Testing a Connection

  • Click "Test Connection" after filling credentials

  • Success message shows connected user details

  • Failed tests show specific error messages

Editing/Deleting Connections

  • Use the action buttons (Edit/Delete) next to each connection

  • Deleting a connection won't affect existing migrations using it


🔄 Migration Types

The app offers two migration modes to suit different needs:

🚀 Quick Action (Full Migration)

  • Purpose: One-time, immediate asset transfer

  • Best for: Initial setup, one-off migrations, testing

  • Process: Runs immediately when started

  • Monitoring: Real-time logs available during execution

🔄 Incremental Sync

  • Purpose: Continuous synchronization

  • Best for: Keeping dev/prod environments in sync, ongoing replication

  • Schedule Options: Hourly, Daily, Weekly

  • Features:

    • Automatic background execution

    • Manual "Run Now" option

    • Configurable sync frequency

    • Preserves mapping configuration

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🎯 Creating a Migration

Step 1: Select Migration Type

From the main dashboard, click "New Migration" and choose your migration type:

  • Quick Action: For immediate, one-time migration ( Recommended)

  • Incremental Sync: For ongoing synchronization

Step 2: Select Source and Target Sites

Choose your JSM instances:

  • Source Site: Where assets will be copied FROM

  • Target Site: Where assets will be copied TO

 

💡 Tip: Both sites must have Assets (formerly Insight) enabled.

Step 3: Define Asset Scope

Select Schemas

Choose one or more object schemas to migrate:

Target Schema Mapping

For each selected schema, define:

  • Target Schema Name: Name in destination instance

  • Target Schema Key: Unique identifier (uppercase letters/numbers)

⚠️ Validation: The app warns if names/keys already exist in target

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AQL Filtering

Use Asset Query Language to filter specific objects:

  • Examples:

    • "Status" = "Active"

    • "Name" like "Server-*"

    • "Department" = "IT" AND "Location" = "NYC"

  • Click "Test Query" to see matching object count

Sync Frequency (Incremental Only)

Choose how often automatic sync runs:

  • Hourly

  • Daily (default)

  • Weekly

  • Monthly

Step 4: Review & Start

Review your configuration:

  • Migration type

  • Source/target sites

  • Selected schemas with mappings

  • AQL filter (if any)

Click "Start Asset Migration" to begin.


📈 Monitoring & Logs

Migration Dashboard

The main dashboard shows all migrations with:

  • ID: Unique identifier

  • Schema: Migrated schema name

  • Type: Quick Action or Incremental Sync

  • Status: Color-coded (green=completed, red=failed, blue=in-progress)

  • Progress: Visual progress bar with counts

  • Started: Timestamp

  • Actions: View logs, Run (sync), Edit, Delete

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Viewing Logs

Click "View Logs..." on any migration to see:

  • Real-time operation updates

  • Timestamped entries

  • Success/failure indicators

  • Object counts and details

  • Error messages if any

Managing Migrations

For Quick Actions

  • View logs only

  • Delete completed/failed migrations

For Incremental Syncs

  • Run: Manually trigger sync anytime

  • Edit: Modify configuration

  • Delete: Remove sync plan

Automatic Cleanup

  • Completed/failed migrations older than 7 days auto-delete

  • Maximum 50 migration records kept

  • Configs capped at 100 entries


🎉 Getting the Most Out of Your Migrations

Use Case Examples

IT Asset Inventory

"Asset Type" = "Laptop" AND "Status" = "Active"

Migrate all active laptops to central inventory

Department Sync

"Department" IN ("Engineering", "IT", "Product")

Keep specific departments in sync across instances

Compliance Tracking

"Compliance Status" = "Non-Compliant" AND "Last Audit" < "2024-01-01"

Identify outdated assets needing attention