Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

There are 3 steps in the process of creating a destination. You can create multiple destinations.

Table of Contents
stylenone

Step 1- Add new destination

Our application leverages Jira Rest API for programmatic access while updating Object Schema, Object Type, and Attribute configurations of JSM Assets.

Info

You need help from a Jira Administator for the steps on this page.

1- Create a Jira Admin User that you will use in the application. I.e. jira_bot@example.com

...

3- Login with the bot user and create an API Token. (How to…)

4- Open the Destination tab of our application

5- Click on the “Add new destination” button.

Screenshot 2024-08-10 at 00.58.07.pngImage Added

6- Give a name for your destination

7- Fill in the User Email Address (i.e. jira_bot@example.com) and Jira Access Token for Jira Connection Settings

8- Fill in the API Token for the User.

5- The next field is for your Jira Service Management Site Name, which is the first part of your Jira Cloud application URL. For example, if your base URL is https://site-name.atlassian.net, please only enter your "site-name" as shown below.

6- Click Save & Check Connection

...

Salesforce Jira Connection.pngImage Removed

Schema Selection Configuration

the Check Destination & Add button.

7- Once the success message is displayed, click Close to return to the list of destinations.

Step 2- Schema Selection

1- Click Set/Select button

2- You have two options in this section. You may create a new Object Schema or use an existing one.

Info

Pro tip: We recommend creating a new Object Schema and storing

...

your Database related data separately. This way you will be able to set roles only for the necessary users or groups. Remember that the imported data

...

may include personal data. Follow the guidance from your organization on this matter.

...

Option 1:

a- Click the New Object Schema option.

b- Fill in the fields . For example:

Object Schema Name: Salesforce

Object Scham Key: SAL

Description: Auto-generated Salesforce data.

and click the button.

...

for your new Schema

c- Click Use/Create Object Schema

Screenshot 2024-08-10 at 01.14.55.pngImage Added

d- Click Close to return to the list of destinations.

Option 2:

Select an existing Object Schema and click the button. a- Select the Existing Object Schema option.

b- Search for your existing schema and select

c- Click Use/Create Object Schema

Screenshot 2024-08-10 at 01.16.12.pngImage Added
Note

In case you already have the same Object Types Type in your existing schema, we will inform you and expect them to be updated before moving forward.

d- Click Close to return to the list of destinations.

...

Info

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.

Object Schema Roles.pngImage Modified

Then, only add the relevant users, groups, or apps.

Step 3- Set Import Token

...

To import a large amount of data into JSM Assets, you must generate a key that allows the application to securely transfer the data (more info).
Please add the Import Token for your External Import configuration in Assets.

1- Click on the Import URL link and configure the import configuration. (You may find it in the Schema Selection Configuration sectionon the destination list.)

2- Select the “Import” tab. Click on the “Create Import” button.

...

4- Fill in the Name and Description fields.

Name: Salesforce (CRM) Database Importer for JSM Assets

Description: Data is imported from Salesforce CRM an external Database automatically.

salesforce_define_import_config.pngImage RemovedScreenshot 2024-08-10 at 01.33.11.pngImage Added

5- Click on the 3 dots (…) and select “Generate new token”.

...

Salesforce Import Token.pngImage Removed

6- Copy the token.

7- Open the application and destination tab.

8- Click on the Set button for the destination configuration.

9- Paste the token to the Import Token field in Import Token Configuration and click the “Save & Check Import Token”

...

8button.

Screenshot 2024-08-10 at 01.37.51.pngImage Added

10- If it is successful, click the Close button to return to the list of destinations.

11- Now, it is time to import.