Jira Cloud

Set up Jira Cloud for Jira Ticket as Evidence with TrustCloud!

Purpose

Once you set up your compliance program, TrustCloud TrustOps works to ensure that your systems remain compliant with your adopted controls. To do so, TrustCloud retrieves lists of resources against systems in your product and business stack to use for compliance evidence.

This document outlines the steps you can take to grant TrustCloud access to retrieve Jira ticket details and use them as evidence.

Instructions to grant TrustCloud limited access to Jira Cloud

1. Create Jira integration credentials
   • If you’re using Jira Cloud, please refer steps 2-9 to create connection credentials for your organization
   • If you’re using Jira Data Center, please refer steps 10-15 to create connection credentials for your organization
2. Log in to your Jira Cloud instance as a user who has read permission for all the projects and also has access to create an API token in your organization.
3. Click the gear icon in the upper-right corner of any page.
4. Click on ‘Atlassian account settings’.
5. In the left sidebar, click on ‘Security’.
6. On the security page, check the ‘API tokens’ section. Click on ‘Create and Manage API tokens’.
7. On the ‘API Tokens’ page, click on the “Create API Token” button.
8. On the ‘Create API Token’ dialog, provide a label. Click on the “Create button”.
9. Click on the “Copy” button on ‘Your new API token’ dialog to copy the generated token to the clipboard. This will be used to setup the Jira Cloud integration.
10. Login to your Jira Data Center organization instance
    Login to your Jira Data Center instance as a user who has read permission for all the projects and also has access to create personal access token(PAT).
11. In the upper-right corner of any page, click on the profile icon, then select the Profile tab from within the dropdown menu.
    
12. In the Profile page, click on the left sidebar & then select Personal Access Tokens.
    
13. In the Personal Access Tokens page, click on the Create token button.
    
14. Within the Create a personal access token page:
    1. Provide a Token Name for your token
    2. Uncheck the Automatic expiry checkbox, so the token you create does not expire
    3. Create the token by clicking the Create button.
       
15. In the New personal access token created dialog, click the Copy button to copy the generated token to clipboard, this will be used to setup the Jira Data Center integration.
    
16. Provide your Jira Cloud organization URL or Jira Data Center instance custom domain URL to TrustCloud.
    A Jira Cloud Organization URL can be https://your-organization-name.atlassian.net & a Jira Data Center organization URL will be your custom Jira application domain
    
17. Provide your API Token / PAT to TrustCloud.

Creating a Ticket in Jira

TrustOps tasks can be linked to Jira in two ways. The first is automatic ticket creation, and the other is manual ticket creation.

Automatic Ticket Creation

Ticket creation with Jira can be fully automated with TrustOps. Any user can choose to create all their tasks automatically in Jira. 

To create a ticket in Jira automatically, you need to change a few settings. Once this setting is enabled, any task that is assigned to a particular user will be created in Jira.

To enable automatic ticket creation,

1. Go to ‘Account Summary’ in the TrustCloud program.
2. Click on the ‘Connected Apps’ section within your TrustCloud program.
   The following screenshot shows the apps connected to TrustOps.
   
3. Go to the ‘Task Management’ section to configure automatic ticket creation for selected projects.
4. Click on the “Configure” button.
   The following screenshot shows the task management configuration.
   
5. Select Project, Issue Type, Reporter and Assignee.
   The following screenshot shows how to set up automated ticket creation.
   
6. Click on “Complete”. Now, if any task is assigned to you, it will be automatically created in Jira.

Manual Ticket Creation

If automated ticket creation is not required, tickets can be created manually in Jira via the standard task flow.

To create a ticket manually,

1. Go to any of the tasks in TrustOps.
2. Click on the “Create Issue with Jira” button.
   The following screenshot shows how to create an issue with Jira. 

   

3. Enter key details such as Project, Issue Type, Reporter, Assignee, Summary, and Description.
   The following screenshot shows capturing accurate Jira status via TrustOps tasks.
   
   
4. Click on the “Create Issue” button.
5. You can check the ‘Tickets’ tab of the task to see the tickets linked to that particular task. It shows the current Status, Assignee, and Priority level. As TrustOps-Jira integration is bi-directional, changes made to the ticket in Jira will be reflected in the corresponding TrustOps task.
6. You can also unlink the task directly from this page by clicking on the “Unlink” button.
   The following screenshot shows capturing accurate Jira status via TrustOps tasks.
   
   

NOTE:

1. TrustOps does not support pushing tickets into Private Jira projects or into Projects that are hidden by the Jira administrator.
2. TrustOps does not support the customization of fields or requirements that change by project type.
3. If you face any issues or have a specific Jira use case, kindly contact TrustOps support for further assistance.