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Smart Connect for Jira

Smart Connect for Jira

  • Verified

    • This is required for integrating Orange Tracker and MS Teams. This is called Smart Connect for Jira. This is installed per a User and/or Team (all channels), on a single channel which then enables it for all channels in that Team.

    A setup and initialization process is required and documented below.

    User Install

    The user install provides the ability for users to:

    • Create Orange Tracker work items directly from an MS Teams message

    • Create comments on a specific Orange Tracker work item from an MS Teams messag

    • Link existing MS Teams chats to an existing Orange Tracker work item.

    Follow the steps below to install at the user-level:

    1. In MS Teams navigate to Apps

    2. Search for and select Smart Connect for Jira

    3. Where it defaults to Add to a team, select the dropdown arrow and select Add for me

      image-20251030-191550.png

    4. Screen will transition to the Smart Connect for Jira app, noting it has been installed

    5. Proceed with the Smart Connect for Jira | Setup & Initialization below.

    Team (Channel) Install

    Must be the Owner of an MS Team to install.

    The following outlines installing the Smart Connect for Jira for a single Microsoft Team.

    1. Navigate to the Team in MS Teams desired to integrate with Orange Tracker

    2. Select Manage Team (three dots; top-level of the Team)

    3. Select Apps

    4. Select Get more apps

    5. Search for “Smart Connect for Jira”

    6. Select Open on the Smart Connect for Jira option

      image-20251028-145857.png

    7. Under Select a channel, select View more

    8. Search for and select any channel in the desired MS Team (selecting the General channel in the desired Team is best practice; this will enable for ALL channels in the Team)

    9. Select Go

    Setup & Initialization

    Setup and initialization is required to create the connection to our Atlassian JSM instance. This involves using an “initialization” Teams message. To setup & initialize:

    1. Navigate to a chat containing a message to start the config

    2. Right-click on the message, then select Smart Connect for Jira. This should present a dialogue prompting sign-in.

      image-20251030-184019.png

    3. Select Sign In

    4. Select the Jira Cloud option

    5. Select Login

    6. On the site selection (Use app on:) dropdown, select: ot.atlassian.syr.edu

      image-20251030-184520.png

    7. Select Accept

    8. On the Choose Jira Instance, if displaying more than one option, select: su-jsm.atlassian.net

      image-20251030-184620.png

    9. The Smart Connect for Jira for creating Orange Tracker work items from an MS Teams message is now configured.

    Troubleshooting

    Unauthenticated/Unable to authenticate

    1. Navigate to a Team channel where the Smart Connect for Jira is installed

    2. Start a new channel post

    3. Select the + icon in the bottom of the text area

    4. Locate Smart Connect for Jira and right-click on it

    5. Select the Settings option in the right-click dropdown

    6. The dialogue that appears will show an indefinitely loading authentication - select Log out

    7. Repeat the login process via any method above