How to integrate Jira Cloud

šŸ¤“ Who can do this? You will need to be an admin in Atlan to configure the Jira Cloud integration. You will also need inputs and approval from an administrator of your Jira Cloud workspace.

To integrate Jira Cloud and Atlan, follow these steps.

Connect Atlan to Jira Cloud

šŸšØ Careful! You must have at least one issue already created in Jira before integrating it with Atlan. This will enable Atlan to detect whether the Atlan app is installed in your Jira workspace for the integration to work.

To connect Atlan to Jira Cloud from within Atlan:

  1. From the left menu, clickĀ Admin.
  2. UnderĀ Workspace, clickĀ Integrations.
  3. In theĀ Jira tile, click theĀ Connect button.
  4. A new window will open, where you'll be asked to log into your Atlassian account:
    1. To login with an email address, enter your email address, click Continue, and then enter your password and click Log in.
    2. To login with Google, Microsoft, or Apple, click the appropriate button and follow the instructions.
  5. Once you're logged in, you will be asked to allow Atlan to access your Atlassian account. Scroll to the bottom of the window and click theĀ Accept button.
  6. If you have access to multiple Jira Cloud sites, for the Connecting to Jira dialog, click the Select environment dropdown to select the Jira environment you want to connect to Atlan and then click Connect.

Install Atlan Jira app

To install the Atlan Jira app:

  1. Open the Atlan Jira app's page in the Atlassian marketplace, through either of these ways:
  2. In the upper right of the page, click theĀ Get it now button.
  3. At the bottom of the Add to Jira dialog, click theĀ Get it now button.

(Optional) Request permission from your Jira Cloud admin

If you are not a workspace administrator in Jira, you will be prompted to request permission to install. To request permission to install the integration:

  1. UnderĀ Want this app? Let your admin know why enter an explanation for installing the app.
  2. At the bottom of the form, click theĀ Submit request button.
  3. Contact your Jira workspace administrator and ask them to approve the Atlan app.
  4. Once approved, you'll get an email from Jira telling you that the Atlan app is installed.

Configure integration from Atlan to Jira Cloud

To configure the Jira Cloud integration from Atlan, from the Integrations sub-menu:

  1. Expand theĀ Jira tile. (You may need to refresh the page before the following options appear.)
  2. Under theĀ Configurations tab, you can configure the following:
    1. For Projects and issue type, select the Jira projects for which your users are allowed to create tickets in Atlan. For each selected project, next to Issue types, click Edit to select the allowed issue types. (This will default to all projects and issue types, if none are specified.)
    2. For Default Project, select the Jira project to use as your default project from the allowed list of projects.
    3. Click Update to save your configuration.
  3. (Optional) At any future time, you can review theĀ Overview tab to see the number of linked issues between Jira and Atlan.

Atlan is now connected to Jira Cloud! šŸŽ‰

šŸ’Ŗ Did you know? The default project is preselected when creating or linking issues to an asset in Atlan. You can change the project while creating or linking issues as needed.

(Optional) Create a webhook for data access workflows

If your Atlan admin has enabled the governance workflows and inbox module in your Atlan workspace, you can either register a webhook in the Jira administration console or install it directly in Atlan to allow your requesters to view the latest status of their data access requests for governed assets.

This is only required if you:

From Atlan

You can directly install the webhook in Atlan if you're an admin in both your Atlan and Jira Cloud workspaces.

To install a webhook:

  1. From the left menu, clickĀ Admin.
  2. UnderĀ Workspace, clickĀ Integrations.
  3. Expand theĀ Jira tile. For Get updates on data access requests (optional), click Install. Atlan will automatically install the webhook.

From Jira

Your Jira admin will need to register the webhook in the Jira administration console if your Atlan admin is not a Jira admin.

To register a webhook:

  1. Contact Atlan support to provide you with the webhook secret.
  2. Log in to the Jira administration console with the Administer Jira global permission.
  3. From the top right of the Jira administration console, open the settings menu, and then under Jira Settings, click System.
  4. From the left menu, under Advanced, click WebHooks.
  5. From the top right of your screen, click the Create a WebHook button.
  6. In the webhook creation form, enter the following details:
    1. For Name, enter a meaningful name ā€” for example, Atlan_webhook.
    2. For Status, click Enabled.
    3. For URL, copy and paste https://{atlan-domain}.com/api/service/jira/events ā€” replace atlan-domain with the name of your Atlan tenant.
    4. For Secret, enter the webhook secret provided by Atlan support. Note that if an invalid secret is used or this field is kept blank, the webhook configuration will be automatically removed from Atlan once an event is received in Atlan.
    5. Under Events, in the text box for Issue related events, paste issue.property[atlan].guid is NOT EMPTY.
    6. For Issue, click the checkboxes for updated (jira:issue_updated) and deleted (jira:issue_deleted).
    7. Skip the rest of the fields. Click Create to register your webhook.

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