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Integrate with JIRA from Desktop Explorer

Desktop Explorer provides an ability to submit defect to JIRA from a recorded session.  This ability has been built into Desktop Explorer for a while. However, recently JIRA has changed the mechanism to authenticate and authorize user from using username and password to using username and API token. In order for user to submit defect to JIRA, user needs to use username and an API Token. 

Follow these instructions to generate an API token for JIRA and use it in Desktop Explorer.

Generate an API token from your Atlassian account

1. Login to https://id.atlassian.com/manage/api-tokens 

2. Click Create API token, as below screenshot.

create-api-token.png

3. From the dialog that appears, enter a memorable and consise Label for your token then click Create.

create-api-token-label.png

4. When the API token is created, click Copy to Clipboard to copy the token to clipboard

copy-token-to-clipboard.png

Configure JIRA as defect tracker in Desktop Explorer

1. Go to Desktop Explorer. Open Settings dialog. Select Defect Trackers tab. Click New Connection.

2. Enter the following:

  • Type: select JIRA Native from the drop down list
  • Connection Name: enter a meaningful name for this new connection
  • URL: enter the root URL of your JIRA instance. This should be the URL that you use whenever you want to access to JIRA from a web browser
  • User name: enter your user name. Make sure that you are using the correct user name or email to connect.  Sometimes the user name and email are not the same in JIRA
  • API token: paste the API token you copied to clipboard since previous step 

Click Test Connection button to verify the information you entered are correct and that you have sufficient permission to access to JIRA. If the test is not successful, you'll see an error message shown and if this is the case you should go back and verify the URL, User name and the API token you entered and try again. Otherwise, click Save to create the new connection.

jira-connection.png

Now you will be able to submit defect to JIRA from Desktop Explorer. 

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