Course 2: How to Configure BTS Integration
Learn how to configure the BTS integration with the Applause platform.
There are four main required steps to configure the BTS Integration:
Adding and assigning connectors to the product.
Establishing connection with your BTS.
Defining a connector to map the Applause fields to the BTS’s.
Testing the integration.
To begin configuring the BTS Integration and select your BTS, follow these steps:
Log in to the Applause platform and navigate to Account & Settings > Data Export.
Navigate to the Connectors List. Here you can see all connectors set up for your company. The information displayed for each Connector includes the name, type and date/time of the last message processed (excluding connection testing).
Click New Connector; the New Connector form will be displayed.
Under Connector Details, provide the Connector name and select the system you’re integrated with as the Connector Type. Note that as you make your selection, the subsequent configuration options will be displayed.
Under General Settings, select the products the Connector will be assigned to, and whether to include attachments as files during the export.
After completing the general settings and product assignment, you will need to establish connection with your BTS.
Establishing connection will ensure that the Applause platform can communicate correctly with your BTS. In addition, for BTS-specific integrations, the issue settings within your BTS will be returned to the platform.
Provide the connection details to your BTS - (URL, username, password or API token, project or repository identifier) depending on the BTS requirements.
- For Jira Connector only:
Check if SNI (Server Name Indication) is enabled.
Upload a Certificate file (optional).
Once completed, click “Test Connection”. If all provided details are accurate and communication is enabled between the Applause platform to your BTS, you should get a message that the test was successful. If not, check your inputs and/or work with your IT and Applause Team to enable communication.
Note: When implementing changes to Connector Settings while editing an already-set Connector, in case the connection fails, you may be able to upload a previously-set connection by clicking Load Latest Connection.
Once the connection has been established, your BTS’s issue settings are returned to the Applause platform. You may now configure what fields you would like to send to your BTS to appear in the created issue.
On top of field mapping, in some cases, you may need to map between specific values, to add a dynamic set of values in your BTS.
Learn more about working with BTS Connectors here.
In the event that the issue settings on your BTS have changed, you will need to refresh the connection. Edit the field mapping depending on the change and then select the “Refresh Connection” button to do so. This will re-establish the connection and provide the Applause platform the latest issue settings from your BTS.
To edit the Connection Settings, click on the icon next to the Connection Settings header while editing the Connector. It is important to note that editing the Connection Settings will reset the field mapping. If needed, you may always revet such changes by clicking the Load Latest Connection and selecting a previously-set Connector.
Note: To edit or delete an existing connector, click the icons at the top of the Connector Details page.
Once the BTS Connector is set, it is recommended to test the integration prior to asking other users to use it. The timestamp of the latest message processed displayed in the Connectors List and in Connection Settings will assist you with this task. You can test the integration directly from the integrations page by clicking the button Send Test Bug.