Connect Jira Cloud

This page describes how to connect Jira Cloud to Agentspace Enterprise.

After you set up your data source and import data the first time, the data store syncs data from that source at a frequency that you select during setup.

Before you begin

Before setting up your connection:

  1. Verify that you have administrator access to the Jira instance, and project.

  2. Set up access control. Ensure that access control is properly configured for your data source. This step ensures that only authorized users can access and manage the data. For more information, see Use data source access control documentation.

  3. For user permissions to apply correctly, Jira Cloud users must provide sharing consent.

  4. Make sure that you have an Atlassian account, Jira instance, and project.

Set up authentication and permissions in Jira

Make sure that you have the necessary authentication details and administrator access to your Jira instance. Use the following instructions to create a client ID and client secret through the Atlassian Developer Console, configure the required OAuth 2.0 scopes, set up permissions for users, retrieve your instance URL and ID, configure roles, and authenticate to sync data between Jira Cloud and Agentspace Enterprise . To enable OAuth 2.0 and obtain the client ID and secret, see OAuth 2.0 (3LO) apps in the Atlassian Developer documentation.

  1. Create an OAuth 2.0 integration in the Atlassian Developer Console:

    1. Sign in to the Atlassian Developer Console.
    2. Click the profile icon and select Developer console.

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      Select Developer console

    3. Click Create and select OAuth 2.0 Integration.

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      Select OAuth 2.0 Integration

    4. Enter a name for the app and do the following:

      1. Check the terms and conditions checkbox.
      2. Click Create.

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      Create a new OAuth 2.0 Integration

      1. Click Authorization.
      2. In the Authorization type table, select Add for OAuth 2.0 (3LO).

      select-add
      Add authorization type

    5. In the Callback URL field, enter https://vertexaisearch.cloud.google.com/console/oauth/jira_oauth.html.

    6. Click Save changes.

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      Save changes

    If you see the warning: Your app doesn't have any APIs. Add APIs to your app, proceed to step 2 under the next section and complete all the remaining steps. Otherwise, skip ahead to step 4 in that same section.

To configure OAuth 2.0 and retrieve the required credentials for your Jira connector setup, do the following:

  1. Enable OAuth 2.0:

    1. Select Permissions:

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      Select Permissions

      1. Go to Jira API.
      2. Click Add.
      3. Click Configure.
      4. Go to the Classic scopes tab and click Edit scopes.

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      Edit Classic scopes

      1. Select the following scopes:
    2. Confirm that eight scopes are selected, then save your changes.

    3. Go to the Granular scopes tab and click Edit scopes.

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      Edit Granular scopes

    4. Select the following scopes:

    5. Confirm that six scopes are selected, then save your changes.

  2. Obtain the client ID and client secret:

    1. Click Distribution.
    2. Select Edit, and do the following:

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      Edit Distribution

      1. Select Sharing to enable editing other fields.
      2. Fill out the remaining fields. Make sure to set Vendor to Google and Privacy policy to policies.google.com.
      3. Select Yes when you see Does your app store personal data?.
    3. Select Settings to copy your Client ID and Client secret.

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      Copy your client ID and client secret

  3. Obtain the instance URL:

    1. Go to atlassian.net and sign in with your administrator account.
    2. Select the app you want to sync. For example, sync the first app.
    3. Find the instance URL, which is the subdomain in the address bar.
  4. Obtain the instance ID:

    1. Open a new tab, copy the instance URL, and append /_edge/tenant_info to the instance URL. For example, https://<var>YOUR-INSTANCE</var>.atlassian.net/_edge/tenant_info.
    2. Navigate to the link to find the cloudId value. The cloudId is your instance ID.

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      Obtain your instance ID

Set up permissions and roles

To set the user visibility, do the following:

  1. Click the user profile icon and go to Manage account.

    manage-account
    Manage account

  2. Navigate to the Profile and visibility.

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    Profile and visibility

  3. Go to Contact and set the Who can see this as Anyone.

    contact
    Contact

To grant Jira administrator with Discovery Engine Editor role in the Google Cloud console, do the following:

  1. In the Google Cloud console, go to the Agentspace page.
  2. Navigate to IAM.
  3. Locate the Jira administrator account.
  4. Grant the Discovery Engine Editor role to the administrator.

To grant a user with an administrator role in Atlassian, do the following:

  1. Sign in to Atlassian using an administrator account.

  2. Click the menu icon and select your organization. Alternatively, you can go to admin.atlassian.com.

  3. On the Admin page, click the product and select the Manage users button.

    manage-users
    Manage users

  4. Click Groups under User management.

  5. On the Groups page:

    1. Click Create group.
    2. Enter a name for the group.

    create-group
    Create group

This group receives permissions required by the connector. Users added to this group inherit these permissions.The connector uses this group to authenticate and fetch documents.

  1. On the group page, click Add product.

  2. Select User access admin as the product role.

    jira-user-access-admin
    Jira user access administrator

  3. Select Product admin as the product roles.

  4. Click Add.

  5. Click Add group members to add a user account or group members that the connector uses to authenticate and access the required resources.

    add-group-members
    Add group members

Create a Jira Cloud connector

Console

To use the Google Cloud console to sync data from Jira Cloud to Agentspace Enterprise , follow these steps:

  1. In the Google Cloud console, go to the Agentspace page.

    Agentspace

  2. In the navigation menu, click Data Stores.

  3. Click Create data store.

  4. On the Select a data source page, scroll or search for Jira Cloud to connect your third-party source.

  5. Enter your authentication information and click Authenticate.

    auth-details
    Enter the authentication details

  6. Enter the instance username and password.

  7. Verify that the authentication succeeded before returning to the Specify the Jira source for your data store page.

  8. Select which entities to sync, then click Continue.

  9. Select a region for your data store.

  10. Enter a name for your data store.

  11. Select a synchronization frequency.

  12. Click Create. Agentspace Enterprise creates your data store and displays your data stores on the Data Stores page.

  13. To check the status of your ingestion, go to the Data stores page and click your data store name to see details about it on its Data page. The Connector state changes from Creating to Running when it starts synchronizing data. When ingestion is complete, the state changes to Active to indicate that the connection to your data source is set up and awaiting the next scheduled synchronization.

    Depending on the size of your data, ingestion can take minutes or hours.

Next steps