Jira Integration Overview

Lumadata integrates with Jira to automate administrative tasks that would otherwise delay engineering effort. Alerts are created whenever issues are found in the data warehouse. Each issue requires work, and work requires tasks in Jira. Lumadata automatically creates tasks in Jira whenever alerts are created. As tasks move through Jira workflows, Lumadata automatically updates the status of alerts and pulls comments in Jira into the Lumadata platform.

Connecting to Jira

To connect Lumadata to Jira, you'll need to create an access token in your Atlassian account. Follow these steps:

• Log in to Jira as an administrator. Create a service account for Lumadata to use to connect to Jira in your instance. It can be lumadata@yourdomain.com or anything similar that you would like to use.
• After creating the user, log in as the user and navigate to the API Tokens manager in the security section of the administration panel (https://id.atlassian.com/manage-profile/security/api-tokens).
• Click the button labeled "Create API Token" at the top of the page and enter a label for the token. You can label the token "Lumadata".
• Copy the API token. You'll need to enter it into Lumadata in order to complete the integration.

After creating an access token in Jira, you can enter the tokens into Lumadata to connect Lumadata to your Jira instance.

• Log into Lumadata as an administrator and navigate to Settings -> Apps and Integration -> Jira.
• Click Connect to Jira and in the pop-up box that appears, enter your Jira instance hostname, the login that was used to create the token, and the API key that was created in the first step.
• Click Next. Lumadata will log into Jira using your token and will fetch a list of available projects, boards, and task types. Select the project and board that you use to manage your data engineering tasks. For Task Type, we recommend using Task because it is the safest option (not all alerts will be due to bugs so using the bug type may skew metrics you're tracking in Jira).

Integration Behavior

You can adjust how Lumadata integrates with Jira by changing the Jira integration settings in the Lumadata administration panel. The following behaviors can be adjusted:

• Assign issues to active sprint: Lumadata's Jira service will automatically assign issues it creates to the active sprint (instead of leaving issues in the backlog). Data engineering teams often leave capacity in each sprint to address adhoc requests such as investigating anomalies, so this setting works well in teams with such processes.
• Acknowledge alerts after creating a Jira issue: Acknowledging issues in Jira and Lumadata could be duplicative. This setting causes Lumadata to automatically acknowledge alerts after a Jira issue is created. By enabling this feature, the alert will be marked "Acknowledged" in Lumadata after the Jira issue is created.
• Close alerts whenever the corresponding Jira issue is closed: When the status of an issue is marked "Done" in Jira, the associated alert in Lumadata will also be marked "Closed".