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You can connect to Jira either by using OAuth (default) or basic-auth.
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Keep in mind that basic-auth is not supported on Jira cloud.For Jira cloud: You'll need to generate an API key and use it instead of your password: https://id.atlassian.com/manage-profile/security/api-tokens |
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In either case, connecting via basic auth or OAuth, we recommend to create a service user upfront. WHY |
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In both cases, using a service user or a normal user, keep in mind that this user has the following permissions in all Jira projects you want to synchronize with the piplanning app:
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- Create a service user (recommendation)
- Login to Jira with the service user (make sure the user has the right permissions)
- Login to the piplanning app with a piplanning app Admin User who has also the permissions of a Jira Administrator
Fill out the basic connection details. To start the OAuth-dance click "Connect to Jira"
Name Description Connection name Name for the connection. That is just for the user to give a friendly name. Instance URL Url to your Jira. Use http or https as schema.
In the OAuth popup, follow the steps mentioned in the video or use instructions from step-by-step guide Setup OAuth for authentication with Jira.
Info The user with which you are logged in to Jira (as mentioned we recommend that to be a service user) while setting up the OAuth connection will be used to to do all the sync-work between Jira and the piplanning-app. Make sure that this user has appropriate permissions.
Note The keys used in the OAuth connection are the same overall Jira connections created by the same piplanning-app company. Those keys are generated at first usage.
Re-Authenticate (i.e. when you want to connect with a service user)
Please follow the steps in the video to re-authenticate with a new user
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