title: “Configuring Jira” sidebar_position: 4 description: Config UI instruction for Jira

Visit config-ui: http://localhost:4000.

Step 1 - Add Data Connections

jira-add-data-connections

Connection Name

Name your connection.

Endpoint URL

This should be a valid REST API endpoint

  • If you are using Jira Cloud, the endpoint will be https://<mydomain>.atlassian.net/rest/
  • If you are self-hosting Jira v8+, the endpoint will look like https://jira.<mydomain>.com/rest/ The endpoint url should end with /.

Username / Email

Input the username or email of your Jira account.

Password

  • If you are using Jira Cloud, please input the Jira personal access token.
  • If you are using Jira Server v8+, please input the password of your Jira account.

Proxy URL (Optional)

If you are behind a corporate firewall or VPN you may need to utilize a proxy server. Enter a valid proxy server address on your network, e.g. http://your-proxy-server.com:1080

Test and Save Connection

Click Test Connection, if the connection is successful, click Save Connection to add the connection.

Step 2 - Setting Data Scope

jira-set-data-scope

Projects

Choose the Jira boards to collect.

Data Entities

Usually, you don‘t have to modify this part. However, if you don’t want to collect certain Jira entities, you can unselect some entities to accerlerate the collection speed.

  • Issue Tracking: Jira issues, issue comments, issue labels, etc.
  • Cross Domain: Jira accounts, etc.

Step 3 - Adding Transformation Rules (Optional)

jira-add-transformation-rules-list

Without adding transformation rules, you can not view all charts in “Jira” or “Engineering Throughput and Cycle Time” dashboards.

Each Jira board has at most ONE set of transformation rules.

jira-add-transformation-rules

Issue Tracking

  • Requirement: choose the issue types to be transformed to “REQUIREMENT”.
  • Bug: choose the issue types to be transformed to “BUG”.
  • Incident: choose the issue types to be transformed to “INCIDENT”.
  • Epic Key: choose the custom field that represents Epic key. In most cases, it is “Epic Link”.
  • Story Point: choose the custom field that represents story points. In most cases, it is “Story Points”.

Additional Settings

  • Remotelink Commit SHA: parse the commits from an issue's remote links by the given regular expression so that the relationship between issues and commits can be created. You can directly use the regular expression /commit/([0-9a-f]{40})$.

Step 4 - Setting Sync Frequency

You can choose how often you would like to sync your data in this step by selecting a sync frequency option or enter a cron code to specify your prefered schedule.