Jira

The Jira plugin for InsightConnect allows you to create, modify, update, and search for issues in your Jira Software environment as well as manage users and trigger workflows on new ticket creations.

To use the Jira plugin in InsightConnect, you must either set up a Jira API Key when using Jira Cloud, or use service/user account credentials when using Jira on-prem and then configure the connection in InsightConnect. The Jira plugin supports Jira Software, Jira Server, and Jira ServiceDesk. For more information on the functionality of the Jira plugin, see the Extension Library listing.

Create an API Key in Jira

The process is the same whether you use Jira Software or Jira ServiceDesk. Begin by selecting the icon for your account profile in the upper-right corner and click Account Settings.

Account settings in Jira Software:

Jira Software Example

Account settings in Jira ServiceDesk:

Jira ServiceDesk Example

Next, click Security on the left menu and click Create and manage API tokens.

Account Settings

Click Create API token on the API Tokens page to create a token for use with InsightConnect.

Create API Token

Choose a name for your API token that will indicate its purpose and help you keep track of it, then click Create.

Name the Token

Now that the token has been created, click Copy to add it to your clipboard so you can paste in the Jira plugin connection configuration in InsightConnect.

Copy API Token

Configure the Jira Connection in InsightConnect

Pivoting over to InsightConnect, open the connection configuration for the Jira plugin.

You can do this when selecting the Jira plugin during a workflow building session or by creating the connection independently by choosing Plugins & Tools from the Settings tab on the left menu. On the Plugins & Tools page, select the Connections tab and click Add Connection in the upper-right corner.

Plugins and Tools

Now it is time to configure the connection for the Jira plugin. Give a unique and identifiable name to the Connection, select where the plugin should run, and choose the Jira plugin from the list. If it’s not available, then import the plugin from the Installed Plugins tab.

At this point, it’s time to configure your Jira credentials and server information which is necessary for InsightConnect to automate your processes with Jira.

When using Jira Cloud, in the API Key field, create a credential and paste in the Jira API token that you copied earlier.

Configure Connection for Jira Cloud

When using an on-prem Jira server, create a credential and enter your service/user account password into the API Key field.

Configure Connection for on-prem Jira

In addition, add the URL of the Jira software to orchestrate and the user email address for Jira Cloud or the username for on-prem Jira server.

Save the connection, and the connection test will attempt to authenticate to the Jira server. A blue circle on the Connection tile indicates that the Connection test is in progress.

Test in Progress

Connection Test Pending

Success

If there is no circle, the connection succeeded and you’re ready to begin orchestrating your processes with Jira.

Connection Success

Failed

A red circle indicates that the connection test failed. If this occurs, check your connection details (including the server URL and credentials) before trying again.

Connection Test Pending

The log may contain useful troubleshooting information. First, click View to see a list of your recent connection tests.

Connection Test View Logs

Under the Test Status tab, expand the dropdown for the test that encountered an error to view its log.

Connection Status