How does Configuration Manager work with TestFLO

Configuration Manager facilitates the migration of Jira and TestFLO configuration and issue data on the same or to a different Jira instance. For this, it uses special snapshots in three categories:

System Configuration snapshot
Project Configuration snapshot
Project with Issues snapshot

After generating the appropriate snapshot, you can recreate the configuration from the source on the target Jira instance. Below are listed the existing rules for TestFLO objects broken down for each type of snapshot.

System Configuration snapshot

TestFLO object	Deployment Modes
TestFLO object	Merge Configuration	Restore Configuration
TestFLO Global Settings	Configuration is overwritten from the snapshot.
TestFLO Global Permissions	Configuration is overwritten from the snapshot.
TestFLO Project Configuration	Configuration is overwritten from the snapshot. The following rules apply to the Steps statuses: If target projects have no statuses, they are overwritten from the snapshot. If the status name has not changed, but the status properties (color and/or final status) have changed, only the status properties are overwritten from the snapshot. If the target Steps status configuration has different names, new statuses with properties are added and the current status properties are updated if they have changed. If new Steps statuses were added with the snapshot deployment, manual review of deployed configuration is required.	Configuration is overwritten from the snapshot. The following rules apply to the Steps statuses: All Steps statuses are overwritten from the snapshot.
Preconditions repository	The following rules apply: If the target Preconditions repository is empty then all Preconditions are overwritten from the snapshot. If the target Preconditions repository is not empty then Preconditions are not overwritten from the snapshot. The Preconditions repository remains unchanged.	The following rules apply: If the target Preconditions repository is empty then all Preconditions are overwritten from the snapshot. If the target Preconditions repository is not empty then Preconditions repository is cleared and all Preconditions are added from the snapshot.
Test Repository tree	The following rules apply: If target Test Repository tree has no folders then folders are overwritten from the snapshot. If target Test Repository tree has folders then folders are not overwritten from the snapshot.	The following rules apply: If target Test Repository tree has no folders then folders are overwritten from the snapshot. If target Test Repository tree has folders then folders are overwritten from the snapshot.
Custom fields context	Configuration is overwritten from the snapshot. Not supported: TestFLO - Sum Subtasks Customfield Value TestFLO - Progress CF Based on Number CF TestFLO - Real Estimated TC Workload TestFLO [Dynamic Table] - Dynamic Table Field
Workflow advanced configuration	Configuration is overwritten from the snapshot.
Panel Filter Result configuration	The following rules apply: Panels with global context are overwritten if they have been updated and added if they do not exist in the target configuration. Panels with project context are overwritten if there was any change for a given project and added if they do not exist in the target configuration.	Configuration is overwritten from the snapshot.

Project Configuration snapshot

TestFLO object	Deployment Modes
TestFLO object	Merge Project	New Project
TestFLO Project Configuration	Configuration is overwritten from the snapshot. The following rules apply to the Steps statuses: If target projects have no statuses, they are overwritten from the snapshot. If the status name has not changed, but the status properties (color and/or final status) have changed, only the status properties are overwritten from the snapshot. If the target Steps status configuration has different names, new statuses with properties are added and the current status properties are updated if they have changed. If new Steps statuses were added with the snapshot deployment, manual review of deployed configuration is required.	Configuration is overwritten from the snapshot.
Preconditions repository	The following rules apply: If the target Preconditions repository is empty then all Preconditions are overwritten from the snapshot. If the target Preconditions repository is not empty then Preconditions are not overwritten from the snapshot. The Preconditions repository remains unchanged.	Configuration is overwritten from the snapshot.
Test Repository tree	The following rules apply: If target Repository tree has no folders then folders are overwritten from the snapshot. If target Repository tree has folders then folders are not overwritten from the snapshot.	Configuration is overwritten from the snapshot.
Custom fields context	Configuration is overwritten from the snapshot. Not supported: TestFLO - Sum Subtasks Customfield Value TestFLO - Progress CF Based on Number CF TestFLO - Real Estimated TC Workload TestFLO [Dynamic Table] - Dynamic Table Field
Workflow advanced configuration	Configuration is overwritten from the snapshot.
Panel Filter Result configuration	The following rules apply: Panels with project context are overwritten if there was any change for a given project and added if they do not exist in the target configuration.	Configuration is overwritten from the snapshot.

Project with Issues snapshot

The same rules apply for the Project with Issues snapshot as for the Project Configuration snapshot. In addition, the following rule applies to the transferred data:

TestFLO object	Deployment Modes
TestFLO object	Merge Project	New Project
Issues and custom field data	TestFLO issue data is imported from the snapshot. The following rules apply: If you store the Test Case Templates in a different project than Test Cases and they are connected through the TC Template field, then these connections are not transferred to the target project. If you store Requirements in a different project than Test Cases and Test Plans and they are connected through the Requirement field, then these connections are not transferred to the target project.	Configuration is overwritten from the snapshot.

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