Configure Virtana Platform for Jira Integration

You can add a Jira integration to Virtana Platform so that change requests can be generated in Jira by Optimize.

About This Task

When configuring the Jira integration, you must select the Default Issue Settings. The issue settings are selected from a list of fields used in your Jira account. They are pulled into Virtana Platform from Jira.

When configuring the Jira integration, the selections under Default Issue Settings change depending on the Project and Issue Type selected. Any required fields display automatically for each Project or Issue Type selected. You can add optional fields, as well. Optional fields can be deleted, but you cannot delete required fields.

The Default Issue Settings are the fields that will be automatically included in any change requests. You can customize the settings per policy later, to satisfy specific use cases.

Prerequisites

You must have a Jira account.

You must have administrator access to Virtana Platform.

Steps

  1. Create a Jira API token using the API Token generator and copy the token.

  2. In Virtana Platform, click the Settings sprocket.

  3. In the left navigation pane, click Integrations > Change Management.

    vp-settings-integ-change-mgmt.png
  4. Click Connect to Jira.

    The Setup Jira Integration form opens.

  5. Enter the required information:

    • Your Jira Domain in the format companyID.atlassian.net

    • API Key for the user account that will access the Jira APIs

      Paste in the field the token you copied from the Jira Token generator.

    • Email address

      Specify the address of the user who created the API key.

  6. Click Test Connection.

    A message indicates if connection is successful.

    If connection is successful, the Default Issue Settings display.

  7. Select the Project and Issue Type to use when generating Jira change requests.

    These are the fields you want filled in by default for all Jira requests created through Optimize.

    The list of issue types changes based on the project you select.

  8. Click Add Fields to select any optional fields you want to add.

    The list of fields changes depending on the configuration of each customer's CMS.

  9. Select or enter content for each field you added.

    You must enter content for all required fields to complete the integration.