Initial Installation of Plugin

1. Download the latest version of the plugin NOTE Ensure that the file name ends in .jar, some browsers will rename compressed files automatically, if this happens, change the extension to .jar
2. Delete existing crm-salesforce-jira-<any other version>.jar if any.
3. Copy it into the 'WEB-INF/lib' directory of your JIRA server.
4. Restart JIRA.

Configuring Connection to Salesforce.com

1. Log into JIRA.
2. Select the Adminstration link.
   
   
   
   

• Select Configuration Settings link found under Salesforce.com Settings section.
  
  
  
  

• Enter the Salesforce configuration details into the screen provided. This screen takes in various parameters, and they are as follows:
  
  • Login - The login the plugin will use to connect to Salesforce.com
  • Password - The password the plugin will use to connect to Salesforce.com
  • Server URL - This is the URL the plugin will use to connect to Salesforce.com. You can change this URL to the sandbox for example. There is also a link to the right of the URL text box which will set it to the default Salesforce.com connection URL.
  • S-Control Authentication Type - This determines how the Salesforce.com S-Controls will authenticate themselves against JIRA. The 3 options are:
    • Manual Login - This will force the user to be logged into JIRA using their own JIRA account. If the current user isn't logged into JIRA, the S-Control will show the login page. Once the user has logged in, the S-Control will show itself properly.
    • Salesforce.com Login - This option will use the passed in Salesforce.com login. For this option to work, your S-Controls need to pass in the current users Salesforce.com login details. Also, the login in Salesforce.com needs to match their JIRA login.
    • Configured JIRA Login - This option will use a configured account for all S-Controls in Salesforce.com . Please keep in mind that the permissions for this user needs to be set appropriately, for viewing, and especially editing issues in JIRA.

Configuring JIRA login in Salesforce If you would like to configure your login such that you do not need to be logged into JIRA to use the plugin then you need to edit the S-Controls. Click here for more information on passing a username and password through S-Controls.

• Once all of your options are configured, click Save

• This page also has a button that enables you to test your connection settings to Salesforce.com

If you get this error message Error: ( Customware-CRM-plugin ) - Could not log in. Error message from Salesforce.com : INVALID_LOGIN : Invalid username, password, security token; or user locked out. Are you at a new location? When accessing Salesforce-either via a desktop client or the API-from outside of your company's trusted networks, you must add a security token to your password to log in. To receive a new security token, log in to Salesforce at http://www.salesforce.com and click Setup | My Personal Information | Reset Security Token. You need to obtain a 'Security Token' from your Salesforce.com account and append this to your password. To obtain the token, go to your Salesforce account -> Setup -> My Personal Details -> Reset Security Token. Once you have clicked the button on that page, a token will be sent to the email you registered with. Typically when you append this token to your password, the password will be at least 25 characters long.