Commit 443fe257 authored by Amy Qualls's avatar Amy Qualls Committed by Suzanne Selhorn

Tidy up the Jira Cloud configuration page

Bring this page closer to GitLab tone and style. Remove a few images
that will go out of date at times we can't predict, and replace the
images with text descriptions.
parent 2f2e69d3
......@@ -6,22 +6,17 @@ info: To determine the technical writer assigned to the Stage/Group associated w
# Create an API token in Jira on Atlassian cloud **(FREE)**
For [integrations with Jira](../../user/project/integrations/jira.md), an API token is needed when integrating with Jira
on Atlassian cloud. To create an API token:
1. Log in to [`id.atlassian.com`](https://id.atlassian.com/manage-profile/security/api-tokens) with your email address.
NOTE:
It is important that the user associated with this email address has *write* access
to projects in Jira.
1. Click **Create API token**.
![Jira API token](../../user/project/integrations/img/jira_api_token_menu.png)
1. Click **Copy**, or click **View** and write down the new API token. It is required when [configuring GitLab](../../user/project/integrations/jira.md#configure-gitlab).
![Jira API token](../../user/project/integrations/img/jira_api_token.png)
The Jira configuration is complete. You need the newly created token, and the associated email
address, when [configuring GitLab](../../user/project/integrations/jira.md#configure-gitlab).
You need an API token to [integrate with Jira](../../user/project/integrations/jira.md)
on Atlassian cloud. To create the API token:
1. Sign in to [`id.atlassian.com`](https://id.atlassian.com/manage-profile/security/api-tokens)
with your email address. Use an account with *write* access to Jira projects.
1. Go to **Settings > API tokens**.
1. Select **Create API token** to display a modal window with an API token.
1. To copy the API token, select **Copy to clipboard**, or select **View** and write
down the new API token. You need this value when you
[configure GitLab](../../user/project/integrations/jira.md#configure-gitlab).
You need the newly created token, and the email
address you used when you created it, when you
[configure GitLab](../../user/project/integrations/jira.md#configure-gitlab).
......@@ -4,65 +4,80 @@ group: Ecosystem
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
---
# Create Jira Server username and password **(FREE)**
# Jira Server credentials **(FREE)**
For [integrations with Jira](../../user/project/integrations/jira.md), you must create a user account in Jira to have access to
all projects that need to integrate with GitLab.
To [integrate Jira with GitLab](../../user/project/integrations/jira.md), you must
create a Jira user account for your Jira projects to access projects in GitLab.
This Jira user account must have write access to your Jira projects. To create the
credentials, you must:
The Jira user account created for the integration must have write access to
your Jira projects.
1. [Create a Jira Server user](#create-a-jira-server-user).
1. [Create a Jira Server group](#create-a-jira-server-group) for the user to belong to.
1. [Create a permission scheme for your group](#create-a-permission-scheme-for-your-group).
As an example, the following process creates a user named `gitlab` and that's a
member of a new group named `gitlab-developers`:
## Create a Jira Server user
1. Sign in to your Jira instance as an administrator, and
then go to the gear icon and select **User Management**.
This process creates a user named `gitlab` and adds it to a new group named `gitlab-developers`:
![Jira user management link](../../user/project/integrations/img/jira_user_management_link.png)
1. Sign in to your Jira instance as an administrator.
1. In the upper right corner of the top menu, go to the gear icon and
select **User Management**.
1. Create a new user account (`gitlab`) with write access to
projects in Jira.
- **Email address**: Jira requires a valid email address, and sends a verification
email, which you need to set up the password.
- **Username**: Jira creates the username by using the email prefix. You can change
this username later.
- **Password**: You must create a password, because the GitLab integration doesn't
support SSO, such as SAML. To create the password, visit the user profile, look up
the username, and set a password.
1. Select **Create user**.
1. Create a new user account (for example, `gitlab`) with write access to
projects in Jira. Enter the user account's name and a valid e-mail address,
because Jira sends a verification email to set up the password.
After you create the user, create a group for it.
Jira creates the username by using the email prefix. You can change the
username later, if needed. The GitLab integration doesn't support SSO (such
as SAML). You need to create an HTTP basic authentication password. You can
do this by visiting the user profile, looking up the username, and setting a
password.
## Create a Jira Server group
![Jira create new user](../../user/project/integrations/img/jira_create_new_user.png)
After you [create a Jira Server user](#create-a-jira-server-user), you can create a
group to assign permissions to the user:
1. Sign in to your Jira instance as an administrator.
1. In the upper right corner of the top menu, go to the gear icon and
select **User Management**.
1. From the sidebar, select **Groups**.
![Jira create new user](../../user/project/integrations/img/jira_create_new_group.png)
1. In the **Add group** section, enter a **Name** for the group (for example,
`gitlab-developers`), and then select **Add group**.
1. Add the `gitlab` user to the `gitlab-developers` group by selecting **Edit members**.
1. To add the `gitlab` user to the `gitlab-developers` group, select **Edit members**.
The `gitlab-developers` group should be listed in the leftmost box as a
selected group. In the **Add members to selected group(s)** area, enter `gitlab`.
selected group.
1. In the **Add members to selected group(s)** area, enter `gitlab`.
1. Select **Add selected users**.
Jira saves your selection, and `gitlab` should appear in the **Group member(s)**
area.
![Jira add user to group](../../user/project/integrations/img/jira_add_user_to_group.png)
![Jira added user to group](../../user/project/integrations/img/jira_added_user_to_group.png)
Select **Add selected users**, and `gitlab` should appear in the **Group member(s)**
area. This membership is saved automatically.
Next, create a permission scheme for your group.
![Jira added user to group](../../user/project/integrations/img/jira_added_user_to_group.png)
## Create a permission scheme for your group
1. To give the newly-created group 'write' access, you must create a permission
scheme. To do this, in the admin menu, go to the gear icon and select **Issues**.
After creating the group in Jira, grant permissions to the group by creating a permission scheme:
1. Sign in to your Jira instance as an administrator.
1. In the upper right corner of the top menu, go to the gear icon and
select **Issues**.
1. From the sidebar, select **Permission Schemes**.
1. Select **Add Permission Scheme**, enter a **Name** and (optionally) a
**Description**, and then select **Add**.
1. In the permissions scheme list, locate your new permissions scheme, and
select **Permissions**. Next to **Administer Projects**, select **Edit**. In
select **Permissions**.
1. Next to **Administer Projects**, select **Edit**. In
the **Group** list, select `gitlab-developers`.
![Jira group access](../../user/project/integrations/img/jira_group_access.png)
The Jira configuration is complete. Write down the new Jira username and its
password, as you need them when [configuring GitLab](../../user/project/integrations/jira.md#configure-gitlab).
Write down the new Jira username and its
password, as you need them when
[configuring GitLab](../../user/project/integrations/jira.md#configure-gitlab).
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