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Before you begin

Please note the following information before you install, upgrade or remove FOLIO:

  • You must have the 'JIRA System Administrators' global permission.
  • Please check the Supported Platforms to ensure your version of JIRA supports the FOLIO version to be installed.
  • Chrome, Firefox, Safari and Internet Explorer 9 or higher are supported.
  • FOLIO is available in English and French. More languages will be supported in future releases.

 

Info

FOLIO will add additional tables to your JIRA database. Enabling or disabling FOLIO within your installed plugins will not cause any damage to your JIRA data.

 

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Installing
Installing
Installing FOLIO

Installing FOLIO is no different then installing any other JIRA plugin (see Managing JIRA's Plugins). Instructions vary depending on JIRA and the UPM versions you have:

Note

Instructions in the following sections may differ depending on your versions of JIRA and the Universal Plugin Manager (UPM).  See Atlassian documentation on add-on installation for more details.

  1. Log into JIRA as a user with the 'JIRA System Administrators'  global permission.
  2. Click the Add-ons item in the cog menu at the top right.
  3. Select the Find new add-ons link on the left navigation bar. Featured plugins available for JIRA will be shown.
  4. Type 'FOLIO' in the search field and hit Enter. The FOLIO plugin will appear in the results.
  5. Click the Manage button. A confirmation message and the plugin details will be displayed when FOLIO is installed.

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FOLIOManualInstallation
FOLIOManualInstallation
Manually installing FOLIO

  1. Download a FOLIO installation (.obr) file from the Atlassian Marketplace.
  2. Log into JIRA as a user with the 'JIRA System Administrators' global permission.
  3. Click the Add-ons item in the cog menu at the top right.
  4. Select the Manage add-ons link on the left navigation bar. The Universal Plugin Manager page will be displayed.
  5. Click the Upload add-on link and select FOLIO's installation file you have previously downloaded.
  6. Click the Upload button. A confirmation message and the plugin details will be displayed when FOLIO is installed.

Editing your FOLIO License

To enter your FOLIO License details:

  1. Log in as a user with the 'JIRA System Administrators' global permission.
  2. Click the Add-ons item in the cog menu at the top right.
  3. Select the Manage add-ons link on the left navigation bar. The Universal Plugin Manager page will be displayed (see Managing JIRA's Plugins).
  4. Click the FOLIO section to expand it.
  5. Paste your license into the License Key field and click Add.

 

Info

You can copy your FOLIO license from https://my.atlassian.com, where you can either generate a new Evaluation License Key or retrieve your old License Key if you already have one.

Note
titleLicensing

If you need to change your FOLIO license details at any time in the future, please refer to Specifying your License Details. Please note that if you are using a commercial (i.e. not an evaluation) license for FOLIO then it must match your JIRA's license. For example, if you have a JIRA 25 User Commercial license you must have a FOLIO 25 User Commercial license. FOLIO evaluation licenses do not need to match JIRA licenses.

 

Starting FOLIO

Click the 'FOLIO' tab in the top bar to go to FOLIO. Alternatively, you can type the shortcut keys g, then f from anywhere in JIRA to go to FOLIO

.

Configuring FOLIO

To configure FOLIO, please refer to the online documentation.

Which languages are supported?

English and French. More languages will be supported in future releases.


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Upgrade
Upgrade
Upgrading FOLIO

(warning) Before

 

Note

Before you begin, please read the latest  FOLIO 5.0 Release Notes and version-specific Upgrade Notes

,

(if any) and ensure that you are running a version of JIRA that is compatible with your new version of FOLIO.

To upgrade FOLIO:

  1. Log in as a user with the 'JIRA System Administrators' global permission.
  2. Click the 'Administration' link on the top bar to open the JIRA administration console.
  3. Select 'System > Plugins' to open the 'Universal Plugin Manager'. The 'Universal Plugin Manager' will be displayed, showing the plugins installed on your JIRA instance.
  4. On the 'Manage My Plugins' tab, check the 'Available Updates' section and locate 'FOLIO'Add-ons item in the cog menu at the top right.
  5. Select the Manage add-ons link on the left navigation bar. The Universal Plugin Manager page will be displayed.

  6. Click the FOLIO section to expand it.

  7. Click the 'Update' button.

 

Info

To upgrade FOLIO manually (e.g. if your FOLIO system does not have internet access), please download the FOLIO plugin then follow please follow the manual installation instructions at Installing Add-onsinstruction.

 

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Disable
Disable
Disabling FOLIO

To disable FOLIO:

  1. Log in as a user with the 'JIRA System Administrators' global permission.
  2. Click the 'Administration' link on the top bar to open the JIRA administration console.
  3. Select 'System > Plugins' to open the 'Universal Plugin Manager'. The 'Universal Plugin Manager' will be displayed, showing the plugins installed on your JIRA instance.
  4. Click the 'Manage Existing' tab. The plugins currently installed in JIRA will be displayed.
  5. Click the FOLIO plugin. The details for the FOLIO plugin will display.
  6. Click the 'Disable' Add-ons item in the cog menu at the top right.
  7. Select the Manage add-ons link on the left navigation bar. The Universal Plugin Manager page will be displayed.
  8. Click  the FOLIO section to expand it.
  9. Click the Disable button.

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Help
Help
Getting Help

You may find your answer answers in our FAQ section. Else FOLIO's page. Our online documentation contains information about using and administering FOLIO for JIRA. If you still cannot find your answer in our documentation, answers you can submit your question to the Atlassian's user-based community at Atlassian Answers or contact our the FOLIO team directly.

Got some Issues? 

 For For production or evaluation issues, please feel free to report them directly in FOLIO's public backlog. A support engineer will follow up with you quickly.

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