For Windows Add-in Users
For Office Add-in Users
After installing OTJ Jira for Outlook:
- Open Outlook
- Click on the “JIRA” icon displayed in the top right menu
- Click on “Setup”
- A “JIRA Credentials” window will appear
- Fill the required fields:
After installing Outlook To JIRA:
- Open Outlook
- Click on the “JIRA” icon displayed in the top right menu
- Click on “Setup”
- 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
- Login though Jira with OAuth 1.0a, no need to enter username and password
- 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)
- 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).
8. Click on "OK"
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
- The startup page section will appear
- Enter Jira URL and click "Validate URL".
- 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 Username or E-mail and password.