This article describes the steps of connecting Jira Cloud or Jira Server to PPM Express.
In this scenario, we consider that you are importing your projects or linking projects from Jira to PPM Express for the first time. When you import projects or link a project to Jira for the first time, after selecting Jira connection, you get to the step where it is required to add a new connection.
Selecting the 'Add new connection' option will open the 'Create connection' window.
If you don't want to use an Admin account to add Jira connection, please select the 'Add a new restricted connection' option when adding a Jira connection. In this case, users who are not members of the Admin group can add Jira connection to PPM Express. A restricted connection differs from the original one in the following way:
- cross-project linking is not supported;
- the Field Mapping settings will need to be configured for each project individually by the project manager because field Mapping settings will not be shared between projects of the same issue type scheme.
The connection is added in the same way as a regular one.
For more details, please refer to this article: Permission Prerequisites for Jira.
Connection Account Permissions and Authentication Types
Connection account permissions:
| Feature | Classic Project Type (Cloud, Server) | Next-Gen Project Type (Cloud) |
| Access to Site | + | + |
| Jira Software | + | + |
| Site Administrator | + | - |
| Project Member | - | + |
Authentication types:
| Authentication Type | Jira Cloud | Jira Server (8.6 or higher, internet connection, 'https' protocol) |
| Basic | Login and API token | Login and password |
| OAuth | - | + |
Connecting to Jira Cloud
In the 'Create Connection' window select the Basic authentication type and provide the following:
- Your Jira site URL;
- Your account in the Login field.
- API Token.
To create a Jira API Token, follow these steps:
- Open Jira, click on the User profile logo in the bottom left corner of the page and choose Profile.
- On the Profile page, click the Manage your account button.
- Click Security in the navigational menu located on the left part of the Manage profile page.
- Find the API Token section and click on the Create and manage API tokens link.
- On the API Tokens page, click the Create API Token button. Enter any name for your API token and click Create.
- Copy the token value from Your new API token window, return to PPM Express, and paste it into the API token field.
When the connection is added you can import projects from Jira or link the PPM Express project to the Jira project.
Connecting to Jira Server
There are two authentication types available for Jira Server: Basic and OAuth.
If you select Basic authentication type in the 'Create Connection' window, perform the following:
- Your Jira Server site URL.
- Your account in the Login field.
Please note: Jira account used as a connection should be a member of the default Jira Administrators group. - Your password in the 'API token or Password' field.
When the connection is added you can import projects from Jira or link the PPM Express project to the Jira project.
If you select the OAuth authentication type in the 'Create Connection' window, provide the following.
Provide Jira Server URL and select the OAuth authentication type.
Click the App Registration button (we consider that you are creating a connection to Jira for the first time, if the app is registered, you can use the Authorize button).
Follow the link in the window that appears to register the Jira app using the app registration details.
Log in to the Jira Server. The account you use to register the PPM Express app in the Jira Server for the first time should be added to the Jira Administrators group.
Copy the Application URL from the PPM Express Create Connection window.
Open the Jira Server Configure Application Link window and click the Create Link button.
Select the type of application you want to connect to: Atlassian product, and paste the copied PPM Express Application URL. Click Continue.
Confirm the application URL and click Continue.
Go back to PPM Express and copy the application name.
Open Jira Server. In the Link Applications window, provide the Application Name copied from PPM Express.
Check the Create incoming link checkbox and click Continue.
Next, copy the Consumer Key, Consumer Name, and Public Key from PPM Express.
Paste this information to the Jira Server Link applications window and click Continue.
The PPM Express application will be registered on the Jira Server.
Open PPM Express and click the Authorize button in PPM Express to proceed.
Review the information and click Allow in the window granting PPM Express the required permissions.
Click the Create button.
Jira connection will be added to PPM Express.
When the connection is added, you can import projects from Jira or link the PPM Express project to the Jira project.