Configure OAuth 2.0 Connection

About

You use OAuth 2 authentication when connecting to the Jira Server / Data Center (DC). The authentication type OAuth 2.0 is not supported for Jira Cloud and RabbitMQ deployment.

In Jira, external OAuth 2 Client ID and Client secret are represented by application links.

The following topics provide a step-by-step process to configure OAuth2 Connection:

Note

Starting with the release of 8.1.0, RabbitMQ deployment within OAuth 2.0 integration will be supported. This allows you to integrate RabbitMQ seamlessly with OAuth 2.0 for enhanced system security and authentication.
JIRA Proxy option provides the necessary information for the Proxy connection. Select yes to enable the text box and enter the original URL.

Requirements

The procedure that will be described below requires you to connect to Jira at some step.

  • If webhooks will be created automatically, the Jira user account you will use must have the following permissions:

    • Admin

    • System Admin

  • If webhooks are created manually, the Jira user account you will use must have the following permissions:

    Write Permission

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    2. Configure connection in Zephyr

    1. Log in to your Zephyr Enterprise instance as a user with administrator permissions.

    2. Go to Administration > Jira Integration (under System Setup).

    3. Click + above the Jira instance list.

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    4. In the subsequent dialog, specify the following values:

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    1. Jira URL – The URL of your Jira instance like https://{my-org}.example.com/jira.

    2. For connection done via a proxy, select "Yes" or "No" based on your network configuration.

    3. In the JIRA Base URL box enter the URL.

    4. Select the desired authentication method. OAuth2 (preferred)

    5. Click Next to proceed to enter the following required user details:

    • Name: - Enter the unique name for this Jira

    • Client ID: - Client ID from the above step from the Jira Application link configuration

    • Client Secret: - Client Secret from the above step from the Jira Application link configuration

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      jira-user-details.png
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    6. Click Next to continue.

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    7. Zephyr will show the following dialog box:

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    1. If you specify the Client ID and Client Secret correctly, you will see some valid authorization URLs. Otherwise, this value will contain the error message.

    In the dialog:

    a. Click the URL specified in Step 1:

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    b. This will send a request for the authentication code to Jira. The latter will ask for your approval to allow Zephyr access to your Jira project.

    Click Allow to continue:

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    c. Jira will show another page with the verification code:

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    Copy this code to the clipboard and then switch to Zephyr and paste it into the Step 2 box:

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    Click Next.

    8. Zephyr will run some diagnostics and will report the results:

    jira-diagnostic-status.png

    Click Done. You will see the newly created connection in the list of connections:

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    Notice

    Switch the Create defects in Jira toggle on to allow creating issues directly in Jira. If the toggle is on, clicking Next in Zephyr’s File New Defect dialog opens Jira’s Create issue dialog in a new tab.

    Warning

    If the user is not logged in, the token will expire in 1 hour. The user must re-authenticate the Jira by providing the new verification code.

    Further steps

    You have not yet completed the integration setup. To complete it, you need to map your Zephyr project to a Jira project. Follow this link for details:

    Next step: Configure your Zephyr project

    Note about webhooks

    Webhooks are an essential part of Zephyr integration with Jira. They are used to synchronize Zephyr and Jira requirements and information about defects.

    Webhooks can be created in two ways:

    • Zephyr creates a pre-configured webhook automatically when you are mapping a project in Zephyr. In this case, there is no need to perform any additional actions, but you need to have a Jira account with special permissions (for example, Browse Projects). You can view the created webhook in Jira settings: go to Settings > System (under Jira Settings) > Webhooks (under Advanced).

      Warning

      Don’t delete this webhook, and don’t change its properties. It has all the needed settings enabled. Later, you can update the webhook, if needed.

    • You, as an administrator, can create and manage webhooks manually. This can be useful if you do not have (or do not want to create) a Jira service account with permissions required for automatic webhook management.

    See Also

    Jira Integration

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