We announced the general availability of our newest integration with JIRA (Now Available: Enhanced JIRA Integration ). The following is created to assist you in setting up your integration. In order to set up your integration with JIRA simply follow the steps below which will guide you through the integration wizard. We have also created a walk through video to assist with the process which can be found here: ( Using the Integration Between Samanage and JIRA ) If you are using JIRA Classic, find setup instructions here.
Please read the whole article before starting your integration
**We recommending using service accounts in both systems for setting up the integration rather than an individual’s accounts.**
Step 1 in the integration wizard is to create a public key. In order to do this, simply click on the ‘Generate Public Key” button found in the center of the screen. The key that is generated is essentially a handshake between the applications, enabling one application to speak to the other application. After clicking the button, you will see the public key generated in the window as shown in the screenshot below.
Step 2: Go to Application Links in JIRA
Log in to your JIRA account and, in the Administration list (click on the settings cog icon on the left), head to Applications.
Click on Applications
Click on "Application Links"
Step 3: Enter the URL of your Samanage account
Enter the url of your Samanage account (e.g. https://company.samanage.com) into the field at the top of the "Configure Applications Links" page, and click Create new link.
You will be presented with the following warning message, please disregard it and click Continue.
Step 4: Enter required parameters in Link Applications
In the "Link Applications" modal window, enter the following parameters:
- In the Application Name field enter Samanage (uppercase first letter)
- Select Generic Application from the Application Type dropdown.
- Enter Samanage (uppercase first letter), for the Service Provider Name
- Enter samanage for the "Consumer key" and the "Shared secret" (note the use of lower case here).
- For the Request Token URL, Access token URL and the Authorize URL, enter the url of your Samanage account (e.g. https://company.samanage.com).
- Check the checkbox for Create incoming link
- Click the "Continue" button
You will now be presented with the following screen, but do not fill it out yet:
Next, in step 2 of the Samanage wizard, you are given the opportunity to pull projects and issues from your JIRA instance over into Samanage. It is at this point where you select which projects in JIRA you would like to be tied to the service desk by simply selecting the associated checkbox. In addition, step 2 also allows you the opportunity to select the issue type (task, incident, change, epic or story) as shown in the screenshot below.
In step 3 of the wizard you are asked to map fields between JIRA and Samanage as shown in the screenshot below. Here you are assigning a field in Samanage to a field in JIRA. This relationship will allow data and information to flow to the correct places within the databases on each side of the integration.
In the final step of the wizard (shown below) you are given the choice of what to do when an issue is closed in JIRA. You can choose to keep the Samanage ticket open, or you can choose to close the Samanage ticket. You also can select the name of the user that is associated with private comments from JIRA back to Samanage. This will be used when you want to communicate to the Samanage Incident Agent privately from JIRA to perhaps let the agent know a private status update. Finally you can select if you want to be able to send comments from Samanage to JIRA via a simple checkbox.
The following screenshot shows what an active integration looks like. Here you can select the default project and default issue, view your list of projects, add/edit existing project details, and modify field mappings should that be required.
Step 5: Create application link in JIRA
Enter Consumer Key (alphanumeric - note the lowercase) and a Consumer Name (note the uppercase 1st letter), and paste the RSA public key you generated in Samanage into the "Public Key" field and then click "Continue".
You should now be presented with the following screen which confirms that the application link was created successfully:
Now back in Samanage, add the JIRA projects you would like to link to and then click on the "Next Step"
Select your default project and issue from the drop- downs and click "Next step"
Select field mappings from Samanage to JIRA
On the next page, you will be given the opportunity to configure how Samange handles a closed case in JIRA
Let us know what you think of this new feature.
Your Samanage Team