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For Windows Add-in Users

For Office Add-in Users


After installing OTJ Jira for Outlook:

  1. Open Outlook
  2. Click on the “JIRA” icon displayed in the top right menu
  3. Click on “Setup” 
  4. A “JIRA Credentials” window will appear
  5. Fill the required fields:

After installing Outlook To JIRA:

  • Open Outlook

    • 1.1 Authentication

    • Go to Home Tab.
    Click on the “JIRA” icon displayed in the top right menu
    • Click on
    “Setup” 
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  • A “JIRA Credentials” window will appear
    • To login with Jira server you have 2 option:
  • Login with basic authentication (username and password)
    • Login with OAuth 1.0a
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  • Login though Jira with OAuth 1.0a, no need to enter username and password

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    Fill the required fields:
  • JIRA URL: Link to access your JIRA instance
  • Jira server users can login through username and password
  • Jira Cloud users can login through OAuth1.0a it required to add Application link from Jira admin.
    • Plugin Language: Choose your desired add-on language (Default Plugin language will be English) 
    • OTJ Select
    • Jira Login page will open

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    • Select a Profile, enter Jira server URL.
    • Click Sign In.
    • If user has created an application link. OAuth 1.0 Authentication Page open. (How to create application Link).
    • If user hasn't created an application link, he/she must enter the username and password.

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    • Once all fields are filled with the right information, click on “Save”
    • A “Connection Successful” message should appear (only if the information provided is correct).

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    8.
    • Click on "OK"
    Info

    OTJ Jira for Office add-in will work with public Jira instances or Cloud 

    After Adding OTJ Jira for Outlook Add-in:

  • Select any email in your Outlook.
    • From the Desktop Outlook menu
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    The startup page section will appear
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  • Enter Jira URL and click "Validate URL".
    • Fill the required fields:
    1. JIRA URL: Link to access your JIRA instance
    2. Jira server users can login through username and password
    3. Jira Cloud users can login through Username or E-mail and password.
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    Note: Jira Cloud users must authenticate with OAuth 1.0. only.