Installation

Installing the dependencies

You need to install 3 separate apps to implement the complete automation mechanism. Each app can be conveniently installed through the Universal Plugin Manager (UPM). The whole procedure takes only a few minutes.

Because of their dependencies, install the apps in this order:

  1. Install the Better Excel Exporter for Jira Server app. This app provides the core file export functionality.
    See the installation guide.
  2. Install the Automation for Jira Lite app. This app provides the automation framework.
    See the installation guide.
    Or, install the Automation for Jira app, which is the more advanced and paid version of the automation framework. (Install this only if the free version does not meet your needs.)
    See the installation guide.
  3. Install the Better Excel Automation for Jira app. This app "sits between" the file exporter app and the automation framework, and makes file exports available for automation rules.
    See the installation guide.

If you faced an "app cannot be initialized" problem during the installation, just continue installing all the 3 apps, then restart Jira and enable the disabled ones of these apps in the above order.

Installing the dependencies for both Excel and PDF automations

If you are to implement both Excel and PDF automation mechanisms, it requires 5 separate apps in total. In this case, install those in this order:

  1. Better Excel Exporter for Jira
  2. Automation for Jira
  3. Better Excel Automation for Jira
  4. Better PDF Exporter for Jira
  5. Better PDF Automation for Jira

Like suggested above, in case of problems, just continue, restart Jira, then enable the apps in this order.

Version compatibility between dependencies

As the automation mechanism is composed of Jira plus 3 apps, each with its own versioning, the following table defines the recommended combinations. Please note that the table shows version ranges (not specific versions). It aims to avoid wasting time with unsupported combinations.

Jira Server Automation app Better Excel Automation for Jira Better Excel Exporter for Jira
7.1.0 or newerAutomation Lite 3.12.7 or newer
(free)
Automation 3.12.7 or newer
(paid)		3.2.0 or newer1.3.0 or newer
7.0.11Automation Lite 3.0.0 or newer
(free)
Automation 3.0.0 or newer
(paid)		3.0.0 - 3.1.01.3.0 or newer
6.2 - 7.0.10Automation Lite 1.1.5 - 2.0.3
(free, previously called "Jira Automation Plugin")		1.0.0 - 2.1.01.0.0 or newer
Version compatibility when installing dependencies directly from Atlassian Marketplace

The golden rule of thumb: install the app version that is offered by the Universal Plugin Manager (UPM)!

Version compatibility when installing dependencies by uploading the app JARs

In case you install an app by uploading it to Jira, then check out its "Version History" page at Atlassian Marketplace. That will show the compatible Jira versions for each app version:

  1. Automation for Jira Lite version history
  2. Automation for Jira version history
  3. Better Excel Automation for Jira version history
  4. Better Excel Exporter for Jira version history

In this case the golden rule of thumb: install the newest app version that is compatible with your Jira version!

Installing the app

You can easily install the Better Excel Automation for Jira Server app using the Universal Plugin Manager (UPM) that is built into Jira.

Although you can install it in two different ways, we highly recommend the first approach for your convenience. You should use the second approach only if the server that hosts your Jira instance has no access to the Atlassian Marketplace, i.e. when the direct communication between those is not possible.

Installing directly from Atlassian Marketplace
  1. Login to Jira as administrator, go to Jira Administration → Add-ons → Find new add-ons and search for the term "better excel automation".
  2. Click Install at the entry of "Better Excel Automation for Jira" in the search results.
  3. Click Manage add-ons in the left and check whether "Better Excel Automation for Jira" is visible in the User-installed add-ons list, and whether it is enabled.
Installing by uploading the app JAR
  1. Download the app JAR from its version history page at Atlassian Marketplace. Make sure that you download the app version which is marked compatible with your Jira Server version.
  2. Login to Jira as administrator, go to Jira Administration → Add-ons → Manage add-ons and click Upload add-on in the right.
  3. Click Browse, select the better-excel-automation-for-jira-x.y.z.jar that you just downloaded, and upload it.
  4. Check whether "Better Excel Automation for Jira" is visible in the User-installed add-ons list, and whether it is enabled.