Before you can setup the connection, you have to add a profile. See Manage Profiles for instructions.
After that you can configure the connection to your Jira server.
Select a profile in the list of profiles.
Outlook 2010+: Select File > Jira > Connection Settings > Profiles
Outlook 2007: From the Microsoft Outlook menu, select Jira > Connection Settings > Profiles
The following dialog will appear:
There is a distinction between two deployment types:
Click the green plus symbol () to Add a new profile or use Edit ( ) to modify an existing profile. The following dialog appears:
In the "Connection Settings" dialog, enter the following information:
Profile name: The name of the profile. It will be used in the email's context menu and in the pull-down menus wherever you need to select a profile.
Jira-URL: URL or IP address of your Jira server
Deployment type: Server / Data Center
Important If your Jira installation uses a special port you also need to specify the port number. Append the port number at the end of the URL separated by colon (e.g., |
There are two options for the authentification:
Classic credentials
Username: Your username on the Jira server.
Password: Your password on the Jira server
You can only use USASCII characters for the username and password, there is an open issue from Atlassian at JRASERVER-59828
Personal Access Tokens, please enable the checkbox “Use Personal Access Token / API Token” for Jira 8.17+
Token: The access token you created within you profile in Jira Server / Data Center
Leave the Username and Password fields blank.
Personal Access Tokens Although Atlassian introduced Personal Access Tokens in Jira 8.14, they do not work with Outlook Connector for Jira until Jira version 8.17. In case you want to use Personal Access Tokens with Jira versions previous to 8.17, you can use the App API Token Authentication Jira. Please make sure you keep these two default settings in the App:
There are several other API token Apps on the Atlassian Marketplace, which are supposed to work as well. Feel free to give feedback on this. |
To test the connection to your Jira server, click Test connection.
If the test is successful the following dialog appears.
Finally, click Save to save the settings.
Click the green plus symbol () to Add a new profile or use Edit ( ) to modify an existing connection setting. The following dialog appears:
In the "Connection Settings" dialog, enter the following information:
Jira-URL: URL of your Jira Cloud instance, eg. https://<you-company>.atlassian.net
E-mail address: Your e-mail address on the Jira Cloud
Deployment type: Cloud
API Token: Please add an API Token here. Please create an API token here: https://id.atlassian.com/manage/api-tokens.
API Token |
To test the connection to your Jira Cloud, click Test connection.
If the test is successful the following dialog appears.
Finally, click Save to save the settings.