JSM JIRA S/W integration

Question

My team is going to onboard JSM and planning to integrate with JIRA Software.

I have been a JIRA Software user. I want to know what skills/certifications do I need to set up teams & configure workflows, permissions, projects  in JSM and integrate with JIRA S/W?

Thanks!

Dhiren Notani_Exalate_ · Answer

Hi @Rita Deo ,

Thank you for posting your question here!

I am Dhiren from the Exalate Team.

I would recommend you to use an integration solution like Exalate in this case.

Exalate, provides a fully bi-directional synchronization between Jira(Cloud,Server,Data Center) and Jira(Cloud,Server,Data Center) among other ITSM systems that is fully customizable. It is easy to set up and the entire customization can be configured using a no-code interface.

You can even integrate between Jira Software, Jira Service Management (Service Desk) to achieve your integration requirements.

Exalate also provides a groovy based scripting engine for ultimate level of flexibility and customization.

To setup Exalate, it needs to be installed on the Jira instances that you are looking to connect, if Jira SW and JSM is in the same instance then it is also possible to create a local sync. You don't need to have any certification as such to setup this integration, basic scripting knowledge shall be enough and on top of that Exalate has an awesome documentation which contains a lot of code snippets to help you with scripting and configuration.

Hope this helps!

Thanks, Dhiren

Rita Deo · Answer

Hi Dan, thanks for the response. our cloud team is helping out with JSM as a full SAAS product.

We are planning to migrate our change request system that hosted somewhere else to JSM has very customized workflows based on 4 custom fields. Additionally, there are multi-level approvers involved across different geo-locations. I don't have technical background, so I was wondering if you have recommendations on the JSM courses that I can partake, which also includes syncing up with JIRA S/W?

Thanks Again!

Dan Breyen · Answer

Hi @Rita Deo !  Welcome to the community.  When I started implementing JSM and JSM/Jira integration, I had a basic working knowledge of how Jira worked from a user perspective.  I used Community Articles, Atlassian Knowledge Base/Support articles, Atlassian Support, and Atlassian's own Jira site to migrate from Jira/Confluence Server to Jira/Confluence Cloud and then add on JSM.  We don't have a fancy setup, it pretty much mimicked the ITSM demo system and then I have made some tweaks for workflows and Automations from there. We've been live in the cloud since January and live with JSM and real customers using it since March.

If you have no experience w/ Jira, I recommend the free Atlassian University Jira/Confluence/JSM Fundamentals classes.

There certainly are a lot more tools and formal training you can take.  I'm certainly not saying you don't need the classes.  They are resources you have available if you want/need them. But I'm proof you can go live without formal training.  We didn't have the budget for formal classes and we went from using no Customer Support software to JSM without major issues.