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This article is designed to get Jira Align to Jira Cloud connectivity up and going quickly.
A note about OAuth vs Basic Auth. It is at Jira Align's recommendation that you use OAuth 1.0a for authentication between Jira Align to Jira Cloud. Authenticating with the Atlassian API Token is fine, however the API Token in question is tied to the Atlassian account while OAuth is tied specifically to the application link in Jira Cloud.
If you opt to use Basic Auth instead of OAuth, just flip the Authentication Type in Step 4 to Basic Auth, enter the Service Account's email address in the Jira Username field, and the Service Account's Atlassian API Token in the API Token/Jira Password field. Skip all the way down to Step 21.
Note: For step 1 in the linked 'Atlassian API Token' guide, you must log into the site as the Service Account. This may require a non-cached browser session if existing credentials are already cached.
For more information on Authentication Methods, see this article.
1) In Jira Align, click on the Administration Gear in the bottom left.
2) Click on Connectors > Jira Settings in the second column.
3) Click on the Jira Connectors button in the main pane.
4) Fill out the Jira Connector as follows:
Additional Note: If the Service Light is gray and not green, then you'll need to contact Jira Align Support to activate the service before proceeding.
5) Once the above has been filled out, click Generate New Key and copy it to your clipboard.
6) Click Save at the bottom of the Connector window.
7) Login to Jira, click the Settings cog in the top right, and select Products.
Note: Alternatively, you can click on any whitespace in Jira and press "." and search for Application Links.
8) On the left column, under Integrations, click Application Links.
9) Enter the Jira Align URL (https://__.jiraalign.com) in the field and click Create New Link.
10) Jira Cloud may complain there was no response. Just click Continue.
11) Fill out the Application Name with something descriptive.
12) Click the Pencil to edit the newest application.
13) Fill out the Consumer Key with the same one used in Step 4.
14) Paste the OAuth Public Key you copied from Step 5.
15) Scroll down and click Save.
16) Go back to the Jira Align Connector window from step 4.
17) Click Authorize Jira OAuth Access.
Note: You will see this request go through 3 steps and will refresh several times. It will take a few minutes for this process to complete.
Note: If you are having trouble with this step, make sure that the Consumer Key matches on both sides and contains no spaces or symbols.
In addition, check that the OAuth Public Key are an exact match on both sides.
Lastly, make sure that the Application URL configured in the Jira Application Link is correct without any typos.
18) Once the OAuth access setup has completed, click Request Jira for access.
Note: Make sure you are logged into Jira Cloud as the Jira Service Account in another tab of the same browser.
19) You'll be taken to another tab asking you to allow the application to have access. Click Allow.
20) This is how OAuth in Jira Align will look when the process is completed:
21) Click Save on the bottom of the Connector window.
22) (Skip this step if you used OAuth as the authentication method instead of Basic Auth.) One final test to confirm connectivity is the Test Now button at the bottom of the Jira Connector window. You may need to scroll down to see it.
Note: This test doesn't automatically refresh so you'll need to close and reopen the connector window periodically. This test also takes a few minutes to complete.
Note: If the test fails, this may not be a blocker. Please work with Jira Align Support if there's any questions around the Test Now button.
23) Click Activate on the bottom of the Connector window. (If it is not already activated. If the button says "Deactivate," you can skip.)
24) Now that you are connected, you can sync a test project.
Additional related articles:
Another thing to note: For any of the authentication methods (OAuth, PAT, API Authentication/Basic Auth), if you need to change them (i.e. expired token or password), you'll need to Deactivate the connector, make the authentication update, save, and then Activate the connector.