How to Integrate Confluence with RMsis?

Owned by Sonu Kumari
Last updated: Nov 01, 2022
5 min read

RMsis 1.6.3 onwards has integration capability with Confluence. supported versions are Confluence 4.0.4 and above).  With this integration, it is possible to embed RMsis information in Confluence, using macros. This integration enables users to generate a custom report or generate custom documents with dynamic contents.

Steps to Install Confluence Server

  1. Install the latest version of Atlassian confluence.

2. Get an evaluation License.

3. Set up your database.

4. Configure the system administrator account.

Installing RMsis Plugin for Confluence

In order to integrate Confluence with RMsis, the RMsis plugin for confluence must be installed. You can install this RMsis plugin from the given link: https://products.optimizory.com/rmsis/by/file/rmsis-confluence-1.0-r35.jar or contact us for the latest version.

  1. Login as administrator and switch to Settings > Manage apps.

  2. Upload the RMsis plugin for confluence by clicking on Upload app button.

How to connect Jira with Confluence?

To connect confluence with RMsis Jira we have to make sure that the RMsis Jira should be open along with the confluence. But both servers should be open in a different browser.

  1. Navigate the left side menu bar of the confluence page.

  2. Click on the “Application Link”.

  3. Click on the button “Create Link” on the page Configure Application link.

  4. Give Jira URL link which you want to connect with the confluence.

5. Click on the “Continue” button to connect RMsis Jira with confluence.

NOTE: In this whole process you must make sure that the Jira connection should be “OAuth (impersonation)” authentication. Refer screenshot.

Users can also connect Confluence with Jira through the Jira server as well. The same process we need to follow when a user wants to connect the confluence through the Jira server. Follow the below-given steps:

  1. Go to Jira Settings > Manage Apps.

  2. Now click on the “Application” which is appearing the left side of the Jira software page.

  3. Now click on the “Application Link” which is appearing on the left side menu bar.

  4. Click on the button “Create Link” on the Application link page.

  5. Here, we need to give a confluence URL link.

  6. Click on the continue button to make a connection between RMsis Jira and confluence.

Note: If the application link is found connected then in status it will show “connected”.

How RMsis data embeded in confluence by using Macros?

Macros is of two types:

  1. Single Macros: Using this macro, a single requirement can be imported from RMsis into Confluence.

  2. List Macro : Using this macro, a group of entities (e.g requirements, test cases, releases, test runs) can be imported from RMsis into Confluence.

Below are the list of macros which support in RMsis:

  1. RMsis Requirement

  2. RMsis Planned Requirement List

  3. RMsis Unplanned Requirement list

  4. RMsis Release List

  5. RMsis Test Case List

  6. RMsis Test Run List

  7. RMsis Traceability List

  8. RMsis Reverse Traceability List

How single macro can be used in RMsis?

In order to use any single macro (planned OR unplanned requirement) process is similar.

  • Open a page in Confluence in edit mode

  • Click on "Insert" menu and select "Other Macros" from document menu.

  • Search for "RMsis" in search bar and select "RMsis Requirement".

  • Click on "RMsis Requirement" macro

    1. Specify requirement ID in "Requirement Key" field.

    2. Specify version of requirement to be displayed in "Requirement Version" field. 

    3. Select "Requirement Display Type" as "Full" OR "Brief".

      1. "Full" option will show all attributes of requirements

      2. "Brief" option will display requirement ID and summary.

    4. Select "Content Type" as "Static" OR "Dynamic".

      1. "Static" option will display contents and will not change even if contents are changed in RMsis.

      2. "Dynamic" option will update the contents in confluence page as soon as they are changed in RMsis.

    5. Click on "Insert" button to insert macro.

How List macro can be used in RMsis?

In order to use RMsis list macro, user needs to define a Named Public Filter in RMsis

  • Open a page in Confluence in edit mode

  • Click on "Insert" menu and select "Other Macros" from document menu.

  • Search for "RMsis" in search bar

  • Select "RMsis Planned Requirement List" macro.

    1. Specify JIRA project key in "Project Key" field.

    2. Specify name of filter from RMsis "Planned Requirement Named Filter" in "Filter Name" field.

    3. Click on Refresh.

    4. The table corresponding to Filter will be displayed.

    5. List the comma separated name of columns to be displayed in "List of Columns to Display" field. These column names can be picked up from the "Table Preview".

    6. Select "Content Type" as "Static" OR "Dynamic".

      1. "Static" option will embed current contents and will not change even if contents are changed in RMsis.

      2. However "Dynamic" option will update the contents in confluence page as soon as they are changed in RMsis.

    7. Click on "Insert" button to insert macro.