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Jira Align to Jira Data Center Connectivity (Quick Guide)
Purpose
This article is designed to get Jira Align to Jira Data Center connectivity up and going quickly.
Prerequisites
- Access to Jira Align as a Super Admin or you are Admin of the Jira Connector we are configuring.
- Configured and have access to the Service Account in Jira.
- Reviewed the following articles:
Connector Setup
Jira Align
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:
- Jira Link: https://<your JIRA Base URL>/browse/{external}
- Name: Anything descriptive. This is a vanity name only.
- Admins: Add any other Jira Align users that you want to manage this connector that are not Super Admins.
- Jira API URL: https://<your JIRA API URL>
- Note: If you are using a Proxy or API Gateway, this will be different from the Jira Link.
- Authentication Type: OAuth 1.0 Authentication (highly recommended)
- Note: If you are unable to use OAuth 1.0, you can skip the OAuth section later in this document and opt to use Basic Auth with the Jira Service Account username and password.
- Jira OAuth Consumer Key: Anything descriptive. Remember this Consumer Key for later.
- Note: Do not use spaces or symbols for the Consumer Key!
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. Please include the connector type (Jira Connector) and Connector ID (Number).
5) Once the above has been filled out, click Generate New Key and copy it to your clipboard.
- Note: Some browsers have issues copying this block of characters so you may have to try a few times to get it in the clipboard. I've also found resizing the text box and then copying helps as well.
6) Click Save at the bottom of the Connector window.
Jira Data Center
7) Login to Jira, click the Settings cog in the top right, and select Applications.
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 Server/Data Center 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 1: If a Jira OAuth token authorization already exists, the button will display as Reauthorize Jira OAuth access. Clicking this will perform the same process of generating a fresh OAuth token.
Note 2: 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 3: 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.
See OAuth Error During Setup for more troubleshooting tips.
18) Once the OAuth access setup has completed, click Request Jira for access.
Note: Make sure you are logged into Jira Server/Data Center 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.
23) Click Activate on the bottom of the Connector window.
24) Now that you are connected, you can sync a test project.
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.
Additional Resources
Creating an API Service Account
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