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Xporter for Jira - Overview
This document provides an overview of the Xporter for JIRA add-on. Xporter allows for exporting JIRA issues and data to customizable templates in common file formats like PDF, Word and Excel. It addresses limitations in JIRA's native export capabilities. Templates can include issue fields, comments, workflows and more. Xporter supports on-demand and scheduled exports, permissions, and integrates with other JIRA add-ons.
In this document
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Introduction to Xporter for JIRA, highlighting its purpose for easy and accessible exporting.
Overview of the presentation agenda covering topics from company background to feature list.
Details about Xporter's history, team size, customer base (1500+), and productivity stats.
Details on Xporter's clients showcasing the reach and market presence.
Explanation of JIRA's limited exporting formats and user restrictions.
Identifies the necessity for customizable export functionality from JIRA for reports and communications.
Introduction to Xporter as an add-on, outlining its ability to export into different document formats.
Details on creating and utilizing templates with customizable fields and features within Xporter.
Introduction to the Template Store for sharing and accessing community templates for use.
Demonstration of practical export scenarios including single issue and batch exports.
Explains advanced features including permission schemes, workflow post-functions, and integrations.
Details on Xporter Academy as a training resource for learning how to effectively use Xporter.
Introduction to the integration of Xporter with Microsoft Office to enhance functionality.
Provides contact details for further inquiries about Xporter and its features.
Xporter for Jira - Overview
- 1. Xporter for JIRAOverview Pedro Gonçalves Xpand Add-ons Lead Xporter for JIRA Creator Easy, Fast and Accessible Exporting from JIRA
- 2. 1. About Us 2.Why Xporter? 3. What is Xporter 4. Xporter in Action 5. Feature List 6. Xporter Academy 7. Microsoft Office Add-in Agenda
- 4. About Us -The Xporter Team Big Data 5 Years Making this kickass Add-on 3 Offices in 2 different countries +1.500 Customers Using our products +60 Countries With customers +100 Reviews In the Marketplace +100.000 Lines of Code Written by our team 4 Languages Available in English, German, Spanish and French +1000 Support Tickets Closed by our Support Team +150 Features In our roadmap
- 5. About Us -Our Clients
- 6. Why Xporter? JIRA exportcapabilities are limited to XML, Word, HTML Printable and CSV formats. Users are restricted to simple and hard-coded layout. They are not allowed to define what they want to get printed nor how they want to see it printed.
- 8. Why Xporter? We believeexporting from JIRA must be easy, fast and accessible to everyone!
- 9. The need forexporting from JIRA • Print issues using customized templates to: • Send mail/letter communications • Create business reports • Share information in JIRA with people that: • do not have access to JIRA • do not know how to use JIRA
- 10. The need forexporting from JIRA • Create and share reports (on-demand and scheduled) • Release notes • Project status • Test specifications • Ticket status and SLAs • Auditing • Export documents with issue contents on Workflow transitions
- 11. What is Xporter? Xporteris an add-on that addresses the limited exporting capabilities available in JIRA. It allows you export JIRA to documents.
- 12. • With Xporteryou can: • Create templates using MS Word and Excel. • Generate documents in PDF, Word and Excel, PNG and SVG. • Download documents on-demand, send documents by email and publish documents to remote servers. What is Xporter
- 13. Templates Make it simple! XporterTemplates are created using Microsoft Word and Excel.
- 14. Templates Templates can have: •Fields and Custom Fields • Comments • Worklogs • Sub-tasks • Linked issues • JQL queries • Calculations and Formulas • And much more!
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- 18. Templates • Global templatesare managed in JIRA Administration. • Since version 5.2, personal templates are supported and managed in the User Profile.
- 19. Template Store Xporter alsohas a Template Store where you can look for community templates. These templates can be used as starting point for your own templates.
- 20. Xporter in Action Let’ssee Xporter in Action • Export Single Issue - From the Issue View Screen • Export Multiple Issues - From the Issue Search Screen • Export Tickets from JIRA Service Desk - From Customer Portal
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- 22. Permission Schemes • EachJIRA project uses a Xporter Permission Scheme. • Xporter Permission Schemes define security rules to export issues.
- 23. Permission Schemes • Youalso use Permission Schemes to associate Issue Types and Templates.
- 24. Workflow Post-functions • Xporterprovides workflow post-functions to: • Send by email the export result. • Upload or attach the export result to JIRA, Confluence or a FTP server.
- 25. Scheduled Reports • Schedulereports allow emailing reports at preset times. • Scheduling is based on Cron expressions.
- 26. API • Xporter providesa REST API to generate documents from external apps. • Inputs: • Issue keys • Template to use • Output format (PDF, Word, Excel, PNG) • Output: • Binary file with the export file
- 27. Integration with otherAdd-ons • Xporter supports exporting content created by other add-on such as: • Xray for JIRA • Gliffy • Nfeed • Insight • Tempo Timesheets • JEditor • Structure • Table Grid Editor
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- 29. Xporter Academy • XporterAcademy is a Bootcamp to learn about using Xporter for JIRA. • Addresses Configuration and managing Templates. • Is available with the online documentation of Xporter.
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- 31. w w w.x p a n d - a d d o n s . c o m pedro.goncalves@xpand-it.com
Editor's Notes
- #4 Destacar o facto do JIRA permitir exportar mas com muitas limitações.
- #7 Destacar o facto do JIRA permitir exportar mas com muitas limitações.
- #11 Explicar qual o tipo de informação que pode ser extraída do JIRA. Destacar também as integrações com outros add-ons.
- #12 Destacar o facto do JIRA permitir exportar mas com muitas limitações.
- #14 Destacar o facto do JIRA permitir exportar mas com muitas limitações.
- #15 Explicar como é que/onde o Xporter pode ser usado.
- #21 Explicar como é que/onde o Xporter pode ser usado.
- #23 Explicar como é que/onde o Xporter pode ser usado.
- #24 Explicar como é que/onde o Xporter pode ser usado.
- #30 Explicar como é que/onde o Xporter pode ser usado.