Installation

At the moment, you can obtain the catworkx Portfolio Management for Jira app as OBR file only directly from catworkx.

Content of this section:

Install App

To install catworkx Portfolio Management for Jira using the Universal Plugin Manager (UPM), do the following:

  1. Log into the Jira server as administrator.
  2. From the Administration menu, select Manage apps.
  3. By default, you should see Atlassian Marketplace for Jira dialog in the right frame. Select Manage apps in the side bar on the left.
  4. Select Upload app.
  5. Browse for the OBR file and select it.
  6. In the "Upload app" dialog, select Upload.
  7. In the confirmation dialog, select Close.

    catworkx Portfolio Management for Jira should be listed in the list "User-installed apps".
  8. If you click the Reload button in your Web browser, you should see a section "Portfolio Management" in the sidebar on the left that contains the following links:

    To use Project Portfolio Management for Jira, you also need the Project Metadata app provided by catworkx. Project Metadata is included in the OBR file of Project Portfolio Management for Jira and will be installed automatically.

Uninstall App

To uninstall catworkx Portfolio Management for Jira, do the following on the Jira server:

  1. Log into the Jira server as administrator.
  2. From the Administration menu, select Manage apps.
  3. In the left side bar, select Manage apps.
  4. By default the user-installed apps are listed in the right frame. catworkx Portfolio Management for Jira should be listed.
  5. From the app list, select Project Portfolio Management for Jira.
  6. To uninstall the Project Portfolio Management for Jira app, select Uninstall.
  7. To confirm, click Uninstall add-on in the confirmation dialog.
  8. The app is removed and a confirmation should appear on the "User-installed apps" list.
  9. If you click the Reload button in your Web browser, the catworkx Portfolio Management for Jira entry should be removed from the list of "User-installed add-ons".

Disable/Enable App

To disable catworkx Portfolio Management for Jira, do the following on the Jira server:

  1. Log into the Jira server as administrator.
  2. From the Administration menu, select Manage apps.
  3. In the left side bar, select Manage apps.
  4. By default the user-installed apps are listed in the right frame. catworkx Portfolio Management for Jira should be listed.
  5. From the app list, select catworkx Portfolio Management for Jira.
  6. To disable the catworkx Portfolio Management for Jira app, click Disable.
  7. To indicate that the app is disabled, the font of the catworkx Portfolio Management for Jira entry in app list changed from black to gray.
    An "Enable" button should appear.

To enable a disabled catworkx Portfolio Management for Jira app, do the following on the Jira server:

  1. Log into the Jira server as administrator.
  2. From the Administration menu, select Manage apps.
  3. In the left side bar, select Manage apps.
  4. By default the user-installed apps are listed in the right frame. catworkx Portfolio Management for Jira should be listed.
  5. From the app list, select catworkx Portfolio Management for Jira.
  6. To enable the catworkx Portfolio Management for Jira app, click Enable.
  7. To indicate that the app is enabled, the font of the catworkx Portfolio Management for Jira entry in app list changed from gray to black.
    An "Disable" button should appear.