Jira Integration - OnePlan Setup

This article explains how to set up OnePlan for your Jira Integration. This is the first part of the integration setup. To complete the Jira integration setup, you must complete:

1. (You are here) Jira Integration - OnePlan Setup
2. Jira Integration - Jira Setup
3. Jira Integration - Epics Field Mappings or Jira Integration - Projects Field Mappings (depending on your integration)
4. Jira Integration - Custom Types Settings
5. Jira Integration - Essential Settings

The following video walks though the steps to set up OnePlan for the Jira Epics and OnePlan Plans integration. 

NOTE: These setup steps apply to both the Jira Epics and Jira Projects integrations. 

To set up this integration, you need:

• to have OnePlan and OneConnect approved by an Office365 tenant admin
• to be a OnePlan admin, meaning you are a user with Owner permissions in OnePlan
• to be a Jira admin 

Select the Integration

1. Log in to OneConnect with your Office365 account. 
2. Locate and select the OnePlan and Jira integration. 
   
3. Decide which version of the Jira integration you want. Then click Configure. The integration configuration form will open.
   NOTE: We use the Jira Epics integration in this procedure. 
   

OnePlan Setup

For the integration configuration, you will need to collect the following information from OnePlan:

• the group name
• an authentication key
• the authentication key name

1. Keep the OneConnect integration configuration form open. Open a new tab in your browser and go to OnePlan. 
   

2. Log in to your OnePlan group with your Office365 account.

3. Locate and note the OnePlan group name. Go to the OneConnect tab and enter the OnePlan group name into the OnePlan Group Name field. 
   
   
4. Go to the OnePlan tab. 

5. Generate a new authentication key.

   1. Open the Admin pages by clicking on the Settings gear.

   2. Select Integration in the admin navigation.

   3. Click the + (plus) icon in the Authentication Keys section.

   4. Enter a name for the new authentication key. Then click ADD to create the key.
      NOTE: It is best practice to create a new authentication key for each integration, and to name each authentication key so you know which integration it belongs to. For this integration, we recommend a name like "Jira Integration".

   5. Save the key name and generated key somewhere secure. Once you navigate away, the key is hidden.

      

6. Go to the OneConnect tab and enter the authentication key into the OnePlan Authentication Key field, and the authentication key name into the Integration Key Name field. 
   
7. Once all of the OnePlan information is entered (group name, authentication key, and authentication key name), click Test.
8. If the connection test is successful, click Next. Then follow Jira Integration - Jira Setup.
   NOTE: Keep the OneConnect integration configuration tab in your browser open.