Project with issues snapshot

Overview

A 'Project snapshot with issues' packages all the configuration and issue data of a single project (or multiple projects). The snapshot can then be used to move the project(s) and their issues to a different Jira instance for archiving or project backup while maintaining the issue history, links, ranking, and agile data.

Create a snapshot of projects with issues

1. Log in as a user with the Jira System Administrators global permission.

2. Choose the cog icon at the top right of the screen, then choose Configuration Manager:

3. Select Snapshots to open the Configuration Snapshots page and click on the Add Snapshot button.

4. Select the Project with Issues button and enter a name for the snapshot.

    If a snapshot with that name already exists, you will see a warning.

5. Add projects to the snapshot:
   - To add all projects from a Jira instance to a snapshot, you can use the Select all projects button.
   - To select projects by listing them by their keys, first type the keys like KEY1, KEY2, KEY3, etc. in the Project(s) field, and then use the Bulk select by key button.
   - To clear the current selection of projects, use the Clear selected projects button.

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6. You can choose whether to include the attachment files in the snapshot or not. By default, this option is left unchecked.
    The snapshot always includes the attachment metadata. However, attachment files are not included in the snapshot by default, as the snapshot grows very large. If the attachment files are not included in the snapshot, during the deployment, you will be presented with an option to provide the path where the files reside on the target system. Learn more about including attachments in a snapshot on the Move Attachments page.

7. You have three ways to include issues in the snapshot: All issues, Filtered issues, and Archived issues. Under these options, you can find a counter that indicates how many issues will be added to the snapshot based on your selection.
   - All issues: adds all issues in the selected projects, even archived issues.
   - Filtered issues: allows you to enter a JQL query to add only a subset of the issues in the selected projects. This doesn’t include archived issues, since they don’t appear in the Jira issue navigator when a JQL filter is applied. Read more about filtering issues.
   - Archived issues: adds only the archived issues in the selected projects.

8. (Optional) Enter a description for the snapshot.

9. Click Next to add filters in the snapshot, agile boards, dashboards, apps, and automation rules.

10. If you want to see a preview of the snapshot, click Next.

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11. Click the Create button and wait while the snapshot of your Jira instance configuration is being created.

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Snapshot options

Include selected filters

When you create project snapshots, on the "Filters" page of the snapshot wizard, you can select Jira filters to be included in the snapshot so they can be deployed along with the rest of the configuration.

Include selected agile boards

When you create project snapshots, on the "Boards" page of the snapshot wizard, you can select Jira agile boards to be included in the snapshot so they can be deployed along with the rest of the configuration.

Include selected dashboards

When you create project snapshots, on the "Dashboards" page of the snapshot wizard, you can select Jira dashboards to be included in the snapshot so they can be deployed along with the rest of the configuration.

Include selected apps

When you create project snapshots, on the "Apps" page of the snapshot wizard, you can select Jira app data to be included in the snapshot so it can be deployed along with the rest of the configuration.