Setting up a Jira instance for SPW Jira Integrations

Establish a connection between Strategic Planning Workspace (SPW) and Jira using a Jira instance record.

Before connecting SPW and Jira, you need a Jira instance record and Jira connection alias in your ServiceNow instance.

Based on the type of your Jira instance, perform the following steps:

• For Jira Cloud:

  1. Create a child alias for the Jira Spoke alias.

  2. Integrate your ServiceNow instance with your Jira account using OAuth. See Option 1: Using OAuth authentication (Authorization Code grant type)

     Note: To create credential record and connection record in this task, use the child alias that you created earlier and not the parent Jira Spoke.

  3. 1. 1. Create a Jira instance record in ServiceNow AI Platform.
  4. For Jira Server or Data center:
  5. Create a child alias for the Jira Spoke alias.
  6. Set up a MID server. See Tips to set up your MID Server.
  7. Create Personal Access Token (PAT) in Jira.
  8. Using the PAT, set up connection & credentials for the child alias.
  9. Create a Jira instance record in ServiceNow AI Platform.

After successfully setting up the Jira instance record, proceed to connect Strategic Planning Workspace and Jira. For more information, see Connect SPW to Jira.

• Create a child alias for Jira Spoke alias for SPW Jira Integrations
  Create a child connection & credential alias that will be used to connect to Jira later, to enable integration between Strategic Planning and Jira.
• Create Personal Access Token in Jira for SPW Jira Integrations
  Create a Personal Access Token (PAT) for your Jira Server/Data Center instance, which is later used to create a connection between Strategic Planning and Jira.
• Create connection and credentials for SPW Jira Integrations
  Using your Jira instance details, create a connection and credential for the child alias, which is used to enable the two-way sync of work item updates between Strategic Planning Workspace and Jira.
• Create Jira instance for SPW Jira Integrations
  Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.

Parent Topic:Configuring SPW Jira Integrations