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Backup and restore every setting in the same instance

Follow the below step-by-step guide if you need to re-import your whole email configuration back into your system after creating a backup file of it and carrying out certain modifications. This could be the case when you need a security backup of your production environment before implementing a new setup based on your test environment and you wish to revert to the original setup.
Prerequisites
It is a prerequisite that you have all projects, issue types, fields etc. already created in Jira before starting the Email This Issue Restore process. Everything you would like to set in Email This Issue has to be present before starting the backup, please make sure to check these beforehand.
Jira related dependencies:
  • In case of Projects, the name and the project key have to match
  • In case of Issue Type/Request type, the names have to match and they have to be available within the project
  • In case of (custom) Fields, the name and the field type have to match
  • In case of Project roles, the names have to match
  • In case of Issue Link Types, the names have to match
  • In case of Groups, the names have to match
  • In case of a User, the user key has to match
Email This Issue related dependencies:
  • Template: either imported or found by name
  • SMTP connection: either imported or found by name
  • Mail Account: either imported or found by name

Step-by-step procedure

There are four phases of a Backup/Restore process:
I. Creating a backup JSON file
II. Uploading the backup file to your new environment
III. Running the restore process
IV. Importing results
We go into details of the above steps in the following pages. If you follow them correctly, you should be able to carry out a backup of your old system and import all its Email This Issue settings back into the same Jira instance when needed.

I. Creating a backup JSON file

To create a backup JSON file in your system, you will need to carry out the following steps:
  1. 1.
    Navigate to Email This Issue - Administration -Backup/Restore.
  2. 2.
    Click on Backup (next to Add file) and optionally fill the "Description of the export" field, then press the Create button under the description field.
  3. 3.
    Download the JSON file by clicking on the three dots at the end of the row and click on Download. Please note that the backup JSON file is by default stored at <Jira Home Directory>\data\emailissue\.
The file is displayed on a list in the Backup/Restore menu and can be restored by clicking on Restore. If the JSON is no longer present in the list of files (because it has been deleted or overridden by a new restore process), you will have to upload it again into your environment.
At this point, you might want to make changes in your system after which you should upload the backup file back into your environment and start the restore process.

II. Uploading the backup file back into your environment

This step is optional: if you have not deleted the previously created backup file from your system or have not uploaded a new one since creating it, you will not have to upload the JSON file back into your system (since it is displayed in the list of backup files). However, if you do not have the backup file listed in the backup/restore page, you will have to upload the file into your system by following the below steps:
  1. 1.
    Navigate to Email This Issue - Administration - Backup/Restore.
  2. 2.
    Click on Add file then click on Browse.
  3. 3.
    Select the JSON file you wish to restore then click Upload (or drag and drop the downloaded file in your browser).
  4. 4.
    The file is now listed in a table below and can be used to restore your settings.
III. Running the restore process
After having the JSON file uploaded in your system you can now start the restore process:
  1. 1.
    Click on the three dots at the end of an uploaded item
  2. 2.
    Click on Restore
The restore configuration has four stages:
  1. 1.
    Entity selection
  2. 2.
    Conflict resolution
  3. 3.
    Overview
  4. 4.
    Importing results
Entity selection
During entity selection, you can select which parts of your configuration you would like to import into your server instance. In this case, we would like to import everything, so we will need to select everything as shown below.
The entities (objects that we are restoring - in this case email template, manual email default, notification etc.) are presented with drop-down menus and are marked with a grey highlight, while the rows without any highlights are entity items (they become visible if you click on the entity).
The entity items can be one of the following types:
  • Name of an entity (e.g.: the name of a template)
  • A Project and/or an Issue type can be selected within the entity, in which case it is presented as <Project name>; <IssueType name> (this could be the case with the Manual email default for example)
  • A Project and/or an Issue type can be selected within the entity, in which case it is presented as <Project name>; <IssueType name>; <JQL filter> (this could be the case with the Context for example)
Conflict resolution
After selecting the entities to be imported, click on Conflict resolution to proceed with the process.
During the import, there could be conflicts regarding the items you wish to restore, but in this case, because we are restoring data in your old system there will be configurations (therefore conflicts) present already. If you wish to restore your old configurations into a now empty setting, please follow our Backup/Restore guide for empty email settings from this point on. Otherwise, click on Overwrite existing then select an entity you wish to overwrite (by default the original entity will be offered to you automatically). By default the entity you are resolving is displayed but it can be overwritten in the Select Entity section:
Overview
After resolving the conflicts, click on Check to see if the resolutions have been successful. Once all the conflicts are resolved successfully, the overview page is displayed and you may proceed with the restore process by clicking on Confirm.

IV. Importing results

  1. 1.
    After clicking on Confirm, the import results page displays the log of imported entities and their status. Imported entities can be found on the left pane, while the results of their import are presented on the right pane of the window.
  2. 2.
    Click on Close to exit the import result page.
The import can have four results:
  • Success: all data has been imported successfully.
  • Warning: there were items during the import that could not be identified, therefore no action has been taken on those items.
  • Error: there was an error during the process such as a faulty JSON file. It does not mean that the restore has failed, it can still be successful, however, you need to check the configuration.
  • Failed: a fatal error has occurred, the import is failed, no action has been taken on any of the items.
    • In the case of "New entity", the new entity is NOT created.
    • In the case of "Overwrite existing", the existing entity will not be modified in any way.
  • On the results page a link is displayed next to the entity which takes you to the edit page of the entity.
Note: The import log can be found in the browser's console in a JSON format.
If all the above steps are carried out properly, you should now have all the configurations of the backup file in your system.
See more: