Configure Basic (cookie-based) Connection

Owned by Helen Kosova (Deactivated)
Apr 28, 2021
2 min read

About

You use Basic authentication when connecting to Jira Server. This authentication type is not applicable for connections to Jira Cloud. Another possible authentication type for Jira Server is OAuth.

Basic authentication is also called cookie-based in Zephyr UI.

Requirements

To connect to Jira, you will have to specify a Jira user account. This account must have the permissions listed below. Before configuring the connection, log in to Jira and check the permissions there. If needed, ask you Jira administrator for assistance.

  • Browse Project Permissions for All Projects

  • Issue Permissions: Assignable User, Assign Issues, Close Issues, Delete Issues, Edit Issues, Link Issues, Move Issues, Set Issue Security, Transition Issues

  • Comments Permissions

  • Attachment Permissions

  • Jira Web-hook Enabled

  • Issues Related Events: Updated, Deleted

  • Project Version Related Events: Released, Unreleased, Created, Moved, Updated, Deleted

  • Project Related Events: Updated, Deleted

We’d recommend that you create a special user account for integration with your Jira instance and assign all the needed permissions to it.

 Create a Jira connection using the Basic authentication

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

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

  3. Click + above the Jira instance list:

     

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


    - Auth mode -Select Basic (cookie-based).
    - Name – Any descriptive name for the connection. It will be used in the Zephyr UI.
    - Jira URL – The URL and port number of your Jira server.
    - Username and Password – The name and password of the account that Zephyr will use to communicate with Jira.

    Click Confirm to continue.

  5. Click Continue in the subsequent confirmation dialog:

     

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


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


    {image: create-jira-connection-new-connection-in-list-2.png}

Further steps

You have not yet completed 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

See Also

Jira Integration