> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Jira

export const title_5 = "Jira";

export const title_4 = "Jira";

export const title_3 = "Jira";

export const title_2 = "Jira";

export const title_1 = "Jira";

export const title_0 = "Jira";

## Setup Guide

Follow these steps to connect Jira to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Jira* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the **URL** to your Jira endpoint.
  </Step>

  <Step>
    Select the Authentication method, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="OAuth">
    <Steps>
      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Jira sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Jira account and provide the requested permissions (if applicable).
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="APIToken">
    <Steps>
      <Step>
        Enter the Jira username for authentication in the **User** field.
      </Step>

      <Step>
        Enter the Jira **API token** for the username that you enter in the **User** field.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Basic">
    <Steps>
      <Step>
        Enter the Jira username for authentication in the **User** field.
      </Step>

      <Step>
        In the **Password** field, enter the user password.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_2} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Crowd">
    <Steps>
      <Step>
        Enter the Jira username for authentication in the **User** field.
      </Step>

      <Step>
        In the **Password** field, enter the user password.
      </Step>

      <Step>
        Enter the **SSO Login URL** associated with the Crowd account. You can find the IDP URL by navigating to **your application > SSO > SSO information > Identity provider single sign-on URL**.
      </Step>

      <Step>
        Enter the **SSO Exchange URL** used to exchange the SAML token for Jira cookies. This URL can have the following format: `https://<authority of Jira instance>/plugins/servlet/samlsso`.
      </Step>

      <Step>
        Enter the **SSO App Name** of the application.
      </Step>

      <Step>
        Enter the **SSO App Password** of the application.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_3} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Okta">
    <Steps>
      <Step>
        Enter the Jira username for authentication in the **User** field.
      </Step>

      <Step>
        In the **Password** field, enter the user password.
      </Step>

      <Step>
        Set the **SSO Login URL** to the URL used by the SSO provider.
      </Step>

      <Step>
        Enter all relevant property-value pairs into the **SSO Properties** field with the format `ssoproperty1=value1;ssoproperty2=value2;ssoproperty3=value3;`. Make sure to separate all property-value pairs with semicolons.
      </Step>

      <Step>
        Enter the **SSO Exchange URL** used to exchange the SAML token for Jira cookies. This URL can have the following format: `https://<authority of Jira instance>/plugins/servlet/samlsso`.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_4} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="LDAP">
    <Steps>
      <Step>
        Enter the Jira username for authentication in the **User** field.
      </Step>

      <Step>
        In the **Password** field, enter the user password.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_5} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## More Information

For more information about interactions between Connect AI and Jira, see [this information page](https://cdn.cdata.com/help/BJM/cloud/default.htm#default).