Jira Connection Configuration
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You need help from a Jira Administator for the steps on this page. |
Create a Jira Admin User
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to be used in the application (e.
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Ensure the user has a JSM Agent License
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.
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Login with the bot user and create an API Token
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(How to…)
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In case If the user is an external user then you need to enable API access for the external user first. You may find the related Atlassian Documentation belowexternal, API access must be enabled first. Refer to Atlassian’s documentation: https://support.atlassian.com/security-and-access-policies/docs/set-api-token-access/ |
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Enter the User Email (e.g. jira_bot@example.com)
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and Jira
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API Token
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in the Jira Connection Settings.
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The Jira Service Management Site Name is the first part of your Jira Cloud
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URL.
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Example: If your base URL is https://site-name.atlassian.net
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, enter
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"site-name"
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.
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Click
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"Save & Check
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Connection" to verify the setup.
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Troubleshooting Connection IssuesIf you don't get don’t receive a success message. You need to review user permissions and site allow lists. , check the following:
https://piosoftware.atlassian.net/wiki/spaces/WS/pages/1277953/FAQ#Security |
Schema Selection Configuration
You have 2 two options in this section. You may create :
Create a new Object Schema
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Use an existing
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Object Schema
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Pro |
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Tip:We recommend creating a new Object Schema |
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to store Azure AD-related data separately. This |
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allows you |
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to |
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assign roles only |
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to necessary users or groups. |
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Since the imported data |
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includes personal information, ensure compliance with your organization’s data policies. |
Option 1: Create a New Object Schema
Fill in the following fields. For example:
Object Schema Name: Azure AD
Object
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Schema Key: AD
Description: Auto-generated Azure AD data
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and click the buttonThen, click "Create Object Schema" to proceed.
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Option 2: Use an Existing Object Schema
Select an
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Existing Object Schema.
Click "Use Existing Object Schema" to continue.
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In case you already have If the selected schema already contains the same Object Types in your existing schema, we you will inform you and expect them to be updated be notified and required to update them before moving forward. |
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Pro tip: Either you chose Option 1 or 2, make sure that you remove the default values from the Object Schema Roles menu. It should look like the following.  Then, only add the relevant users, groups, or apps. |
Import Token Configuration
To be able to import a large amount of data into JSM Assets, you must need to generate a key that allows the application to securely transfer authorizes the data transfer (more info).
Please add the Import Token for your External Import configuration in Assets.1-
Click on the Go to Schema Import
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Page link and configure the import configuration. (You may find it in the Schema Selection Configuration section.)
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Navigate to the "Import" tab and click "Create Import" to begin the setup.
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Select "External Import" and click
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"Next".
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Enter the Name and Description fields.
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Click
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the three dots (…) and select
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"Generate new
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token".
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Copy the generated token.
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Paste the token
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into the Import Token field in Import Token Configuration
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, then click
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"Save Import Token".
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Now, it is time to import.