---
title: "Jira Service Management (JSM)"
canonical: "https://support.appfire.com/space/CMJ/198213910/Jira%20Service%20Management%20(JSM)"
format: markdown
---
> Macro (aura-html)

## Overview

By moving Service Management projects, Configuration Manager stays true to its core principles:

- Apply only the necessary changes transparently.
- Allow previewing of all changes.
- Audit log each change.
- Protect the target instance. Rollback if necessary. Deploy either everything or nothing.

## Use cases

The process of moving Jira Service Management projects uses [Configuration Manager's flow](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/197956922) for handling Jira Core and Jira Software projects.

Some of the most common use cases of moving Service Management projects are:

- Deploy a single or multiple SD projects' configuration into a new project(s) ([Project Templating](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/197825360))
- Merge a single or multiple SD projects' configuration into existing projects (most often used in [Test-Staging-Production](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198279492) scenarios)
- Move one or more SD projects along with their issue data ([Move Projects](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198279348/Move+Projects+with+Issue+Data))
- Move an SD project's issues into an existing project ([Move Issues](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198279348/Move+Projects+with+Issue+Data))
- Refresh a testing instance from a System configuration snapshot ([System Snapshot](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198116921))

## Jira Service Management snapshot

A Jira Service Management snapshot includes the standard [project configuration](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198246502), Jira Service Management-specific configuration, and (optionally) issue data.

**Jira Service Management configuration includes:**

- Portal settings
- Feedback settings
- Participant management
- SD access configuration
- Email channel
- Queues
- Calendars, holidays, working times
- Goals
- Time metrics (SLAs)
- Request types, fields, statuses, and groups
- Reports and series
- Customer notification settings
- Outgoing email settings
- Languages
- Default notification rules
- Knowledgebase
- Automation rules and all related configuration

**[Issue data](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198247183)**** extends to:**

- Issues and everything related (attributes, comments, labels, watchers, voters, worklog, custom field values, links, attachments, history, ranking)
- Organizations and customers

**Currently not included:**

- Configuration contributed by unsupported [3rd party apps](https://appfire.atlassian.net/wiki/pages/createpage.action?spaceKey=AppIn&title=Integrations%20for%20server-to-server%20migrations) (custom fields, scripts, post-functions, etc.). Configuration Manager's 3rd party app coverage will be extended in the near future.

## Flow

Configuration Manager captures and moves configurations of Jira Service Management projects in a similar way to the other Jira projects, which is documented in the [User's Guide](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198213680/User+s+Guide). 

If you are new to Configuration Manager or need assistance for your specific use case, please contact us by creating an issue in [our Service Management portal](https://appfire.atlassian.net/servicedesk/customer/portals).

## Sample scenario

A sample scenario of moving a Service Management project with issues from source to target Jira instance:

- Instance A (Staging) contains a Jira Service Management project with some Jira issues.
- Instance B (Testing) has an outdated version of the project.
- The Jira administrator wants to merge the project's configuration from Instance A into Instance B and move the Jira issues.

To achieve this, the administrator creates a [Project snapshot with issues](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/198247183) on Instance A, then [deploys it in Merge mode](https://appfire.atlassian.net/wiki/spaces/CMJ/pages/197857553) into the corresponding project on Instance B.

### **Create a snapshot of the Service Management project on Instance A**

In the Create wizard, select the "Project with Issues" mode and select a Service Management project.

![JSM-Project.png](media://226cca91-c6a5-456a-ac33-7019bd5da2a0)

### **Deploy the snapshot on Instance B**

Deploy the snapshot file created on instance A. In the Deployment wizard, select 'Merge mode' and choose the appropriate project.

![JSM-Deployment.png](media://ffdb431f-5d92-4ffa-9713-bd31c7692ee4)

### **Analyze configuration changes**

Review all configuration changes that are going to be applied during deployment. In the screenshot below, changes to request types, SLAs, and automation rules are listed.

![JSM-Merge.png](media://f89de0a3-67ce-49fa-89a2-ca49ab3b530c)

On the Analyze phase of the deployment wizard, you can see that issue data will be imported.

![Screenshot 2024-04-04 at 15.30.17.png](media://8185076d-5461-4b5e-90a7-b34b59a0dd46)

### **Review deployment results**

Deploy the snapshot and review the results.

![Screenshot 2024-04-04 at 15.37.38.png](media://0c254877-586e-4ee8-8777-497dc29c4266)

Check the results of creation/deployment operations in the Configuration Manager's Audit log.

![JSM-Audit.png](media://0696fcc4-164a-4893-8835-5a04ee56f820)

Review the details of the deployment operation by using the "**Details**" link for the result message in **Audit Log**.

![Screenshot 2024-04-04 at 15.45.22.png](media://4da570ed-7c91-4a85-a386-d4fb303d1969)