Summary

In a Jira Align cloud instance, a Data Refresh from PROD to TEST instances is arranged through a technical support ticket, however,  a Data Refresh of a Self-Hosted Jira Align instance has to be performed by the customer administrators. This article helps customers go through the Data Refresh for an on-prem, Self-Host SQL Server.

Environment

Jira Align Self-Hosted

Solution

If the Jira Align PROD and TEST instances are integrated to Jira PROD and TEST instances, then a Jira Data Refresh should be performed at the same time.  

For Jira Align the following steps should be performed in the PROD and TEST instances, so the information is split for each one of the instances.

What Data will be overwritten? The entire target Database will be overwritten. This includes:

PROD instance

Please note that during a Data Refresh, the target instance will be unavailable (off-line) until the steps below have finished

1. Login to Jira Align go to Settings > Platform > Security, make a note of the current stetting and then make sure  Disable Manual Sign In is set to No and click Save Settings (this will affect how end users login until you complete step 5) 

2. Execute a Full SQL backup of the PROD Database in the PROD instance by right-clicking on the PROD Database then Tasks > Back-Up.., in this example, it is “Yourdatabasename".

   1. 

3. Let the Default Backup type option set as “Full” and select the destination folder and filename.bak by clicking on the ADD button. In this example, the backup is being stored on the Jira Align Folder “C:/YourCompanyName/Yourdatabasename.bak”

   1. 

4. Copy the backup files from the PROD instance backup of PROD (in this example Yourdatabasename.bak) Database to the TEST Jira Align instance folder. In this example “C:\Yourcompanynametest”.

5. Login to Jira Align got to Settings > Platform > Security, set Disable Manual Sign In back to its original setting and click Save Settings (this will re-enable the usual login method for end users) 

TEST instance

1. Make sure to have the TEST instance on-prem license code before applying all the steps below
   Note: It will be applied when the Data Refresh has finished

2. Take screenshots of each connector of the TEST instance on the Administration>Connectors>Jira Settings>Connector dropdown menu:

   1. 
3. Also take screenshots of your SSO configuration in Jira Align > Settings > Platform > Security

4. Stop Test IIS Website

5. Stop Backoffice and Jira Connectors Windows Services

6. Execute a Full SQL backup of the TEST Database repeating the same steps from the PROD Full SQL Backup.

7. Restore PROD (in this example Yourdatabasename.bak) Database backup on the TEST database by right-clicking on “Yourcompanydatabasetest” and selecting Tasks > Restore > Database:

   1. 

8. Select the file by enabling the toggle "device” and click on the “…” button:

   1. 

9. Then Select the PROD Database Backup file by clicking on Add (in this example the file is “Yourdatabasename.bak”) and confirm by clicking on the “ok” button:

   1. 

10. Clicking on the Options tab the "Overwrite the existing database"(WITH REPLACE) option should be enabled:

    1. 

11. Create the PROD admin SQL user login with the same password used in the PROD instance on the SQL Management Studio Security>Logins with the same roles enabled on PROD (check that information on the PROD SQL Management Studio)

12. Edit c:\[ROOT_DIRECTORY]\JiraAlign\web.config and insert the following information on the connection strings:

    1. Data Source = localhostInitial 
       Catalog= Test Instance 
       DatabaseID = Prod SQL 
       LoginPassword = Prod SQL Password

    2. <connectionStrings>
       <add name="Main" connectionString="Data Source={server};Initial Catalog={CUSTOMER_DATABASE};Integrated Security=False;User Id={JASQLUSER};Password={NEWPASSWORD};MultipleActiveResultSets=True;Encrypt=yes;TrustServerCertificate=True;" />
       </connectionStrings>

13. Edit c:\[ROOT_DIRECTORY]\_Cus\web.config and insert the following information:

    1. Data Source = localhost
       Initial Catalog= Test Instance Database
       ID = Prod SQL 
       LoginPassword = Prod SQL Password

    2. <connectionStrings>
       <add name="Main" connectionString="Data Source={server};Initial Catalog={CUSTOMER_DATABASE};Integrated Security=False;User Id={JASQLUSER};Password={NEWPASSWORD};MultipleActiveResultSets=True;Encrypt=yes;TrustServerCertificate=True;" />
       </connectionStrings>

14. Edit Jira Connector connection string

    1. If multiple connectors, need to update each connector config file

    2. c:\[ROOT_DIRECTORY]\Jira\AgileCraft_Jira.exe.config
       Data Source = localhost
       Initial Catalog= Test Instance Database
       ID = Prod SQL
       LoginPassword = Prod SQL Password

    3. <connectionStrings>
       <add name="Main" connectionString="Data Source={server};Initial Catalog={CUSTOMER_DATABASE};Integrated Security=False;User Id={JASQLUSER};Password={NEWPASSWORD};MultipleActiveResultSets=True;Encrypt=yes;TrustServerCertificate=True;" />
       </connectionStrings>

15. Edit BackOffice Connection String

    1. c:\[ROOT_DIRECTORY]\BackOfficeService\AgileCraft.Backbone.exe.config
       Data Source = localhost
       ID = Prod SQL 
       LoginPassword = Prod SQL Password

    2. <connectionStrings>
       <add name="Connection" connectionString="Data Source={server};Initial Catalog=AgileCraftServer;Integrated Security=False;User Id={JASQLUSER};Password={NEWPASSWORD};MultipleActiveResultSets=True;Encrypt=yes;TrustServerCertificate=True;" />
       </connectionStrings>

16. Start Jira Align TEST website in IIS

17. Reset IIS

    1. 

18. Log in JiraAlign instance and redo the connector's settings with the screenshots taken in Step 1. Also correct and redo the SSO settings from Step 2. The following guide would help:
    https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-to-Jira-Cloud-Connectivity-Quick-Guide/ba-p/1505705

19. Start Jira Connector and Backoffice Windows Services

20. Apply the TEST instance on-prem license code in Jira Align > Administration > Version > Enter License