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How to Integrate PTC Windchill RV&S and Jira

Discover how organizations implementing Windchill PLM achieve robust digital thread by effectively storing and managing design information and Bills of Material (BOM). PTC Windchill RV&S integration with Jira empowers cross-functional teams with comprehensive insights into business requirements. Integrating PTC Windchill RV&S with Jira helps businesses and product development teams to gain end-to-end visibility into business requirements, enabling traceability and fostering seamless collaboration. Watch this video to see how automated, bidirectional integration can streamline your Product Lifecycle Management (PLM) process optimizing workflows.
OpsHub Integration Manager (OIM) seamlessly integrates PTC Windchill RV&S and Atlassian Jira without manual intervention. It enables organizations to sync 1000s of projects without impacting workflows or slowing down systems.

Experience seamless integration & eliminate data silos with OIM

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Video Transcript

This video demonstrates how requirements and work items created in PTC Windchill and Atlassian Jira synchronize bidirectionally between both systems, including all associated details such as links, attachments, inline image, comments, and relationship mapping. 

In PTC Windchill, creating the first requirement to synchronize to Jira. Also, adding a summary and description under the requirement. OIM supports the synchronization of brackets, tables, bullets etc. 

Now, we will select the project which is being used here and setting the priority as urgent and severity as medium for the requirement. Also, adding an attachment to the requirement. This, too, will synchronize to Jira with other details. 

The new requirement created in DOORS NG will synchronize to Jira with all its details and attachments retaining the formatting. OIM is working in the background fetching the data to synchronize to Jira. 

Navigating to Jira, the requirement created in Windchill has synchronized successfully to Jira. Refresh the page in case the requirement isn’t visible. All details including the title, description (formatted with brackets) and status have been synchronized to Jira. The attachment which was included in the requirement is also visible retaining the format. 

The Remote ID and Remote Link of the Windchill requirement is visible here ensuring end-to-end traceability. The priority set at medium in the Windchill requirement has also synced to the Jira requirement. 

In Jira, changing the priority of the same requirement from medium to highest and updating the description. In the description, we have attached an image.  All the updates made to the requirement in Jira with the in-line image will bidirectionally sync to Windchill. The comment added for the Windchill team too will automatically sync back from Jira. While the updates are synchronizing, creating a PTC work item in Windchill to synchronize it to Jira. Adding details like the summary, project being used and description to the work item. 

The Windchill work item is created successfully. Now, in Windchill, validating the updates made to the requirement in Jira. The updated description with the image, the added comment and revised priority have bidirectionally synced successfully. The priority ‘highest’ in Jira is mapped to ‘urgent’ in Windchill. 

Going back to Jira, to check if the work item created in Windchill has synced. In Jira, the custom created issue type ‘work item’ from Windchill has synchronized successfully. All details associated with the PTC work item, including the remote link and ID are visible here. 

Updating the description and adding a comment to the work item which will be visible in Windchill post synchronization. OpsHub Integration Manager in working in the background fetching the updates to synchronize. 

While the updates sync, creating a work item in Jira to synchronize to Windchill. Adding all the relevant details associated with the work item too will sync. The work item in Jira is created. While the work item from Jira synchronizes, creating another work item in Windchill to configure a relationship. The work item created in Jira has synced to PTC Windchill successfully. 

Now, creating a parent-child relationship between the requirement and 2 work items, created in Windchill and Jira. Setting a backward relationship between the requirement and both work items.  In Jira, refreshing the page to see if the link between the requirement and the work items is established. 

Opening the requirement, the relationship configured in PTC Windchill is successfully visible here in Jira. The linked issue is related to the work items created. By clicking on the work items, we can see the work item is related to the user story in Jira/requirement in Windchill. 

Experience seamless integration & eliminate data silos with OIM

Schedule a 30-minute live demo with our integration experts