Infraon JIRA

By integrating JIRA with the Infraon marketplace, IT assets in Infraon Infinity will automatically sync with JIRA. This two-way connection means any issues created for a specific asset in JIRA will appear in a dedicated "JIRA Tickets" section within the corresponding asset's details on Infraon.

How to Install

Installation steps

Installing the integration:

Step 1: Log in to your Infraon account. On the left panel, click the Marketplace tab and select “JIRA” integration.

Step 2: After clicking the tab, click on Install.

Step 3: Configure the Infraon JIRA integration by providing your JIRA credentials after installing it. This includes JIRA Admin Email, JIRA API Token, and JIRA Site Name.

Follow the below steps to add the credentials.

Generate API Token:

Step 4: Log in to the JIRA admin account webpage.

Step 5: Find your user account menu in the top right corner after logging in to JIRA. Your initials or avatar might represent it. Click on it, then select "Manage Account" from the options.

Step 6: Click "Security" in the top menu for more details.

Step 7: Locate "API Tokens" and select "Create and manage API tokens" to generate a new API token.

Step 8: To generate a new API token, click on “Create API Token,” enter the necessary Label in the designated field, and confirm by clicking on “Create.”

Step 9: Once you have the API token, copy and paste it in the appropriate field on the Infraon configuration page.

Note: Locate the Site Name and Admin Email from the snippet below.

Step 10: To confirm your configuration and activate the integration, click "Verify" after entering all credentials.

Configure Assets:

Step 11: The "Assets" tab allows you to define which asset data will be synchronized on the JIRA platform. Choose the type of asset (IT Assets, Fixed Assets, or Consumable Assets) and then select the specific fields relevant to that asset type that you want to sync to JIRA. Once configured, click "Submit" to apply your settings.

Setting up the Integration:

Step 12: On the "Settings" tab, click "Sync Now" to manually trigger the synchronization between JIRA and Infraon Infinity.

Note: After successful synchronization, access the synced assets and their types within JIRA. Go to the "More" menu in the top navigation bar, then select "Assets" (also known as "Object Schemas" in JIRA)

Integration is Installed successfully.

Verify Jira Issue on Infraon Asset Page:

Create a custom field

Step 1: To manage issue settings and create custom fields, navigate to the settings menu (a gear icon) in the top right corner and select "Issues."

Step 2: Within JIRA's Issues view, look for the "Custom fields" section on the left sidebar. Then, click on the "Create custom field" button in the top right corner to create a custom field.

Step 3: From the pop-up window, search for and choose "Assets objects" (select "All" fields to view all options). Once selected, click "Next" to continue creating the custom field.

Step 4: Complete the custom field configuration by entering a descriptive name and adding an optional explanation in the description field. Click "Create" to save your new field.

Configure custom field

Step 5: To configure the newly created custom field, click the more info icon (⋮) and choose "Contents and default value."

Step 6: You can edit which asset details appear in the custom field by selecting "Edit Asset Object/s field configuration" under "Default Configuration Schema for Infraon IT Asset."

Step 6.1: In the “Field Scope” section, select the desired object schema from the drop-down menu. You can also refine your search results by applying filters.

Step 6.2: Customize the user experience and appearance of your custom field. Select the display attributes that will determine how the field appears on the issue view page.

Step 7: Review your selections and click "Save" to confirm the changes to your custom field.

(This field reflects all synced IT assets from Infraon in Jira)

Associate with Screens

Step 8: To add the associate screens to the custom field, click the more info icon (⋮) and choose "Associate to Screens."

Step 9: Make the field visible on relevant screens. Select the screens where you want the "Infraon IT Assets" field to appear. Remember, a field needs to be associated with a screen to be visible. Click "Update" to save your selections.

Create Issue

Step 1: To make the custom field visible on the issue view, click on the ellipsis (...) menu and select "Show fields."

Step 2: To make your custom field visible on the issue screen, choose it from the list and click "Apply" to confirm the changes.

Step 3: To create a new issue, click the "Create" button in the top panel. Then, select the Project, Issue Type, and Request Type for your issue.

Step 4: Briefly summarize the issue and attach any files (optional).

Step 5: Choose the relevant IT asset from the "Infraon IT Assets" field (the custom field we created earlier). Click the drop-down menu, select the asset, and click "Create" to add the issue.

Viewing JIRA Issues in Infraon Infinity

Step 1: Access the IT asset list within the Infraon Infinity portal to view the linked JIRA issue.

Step 2: Find the "Ticket" section in the left navigation bar on the IT asset details page. Once there, look for "Ticket Source" in the top right corner and select "JIRA Tickets."

The Infraon Infinity portal provides a seamless way to view JIRA issues, even though they are created on a JIRA platform.