Datasource integration with Jira

In Jira, employees demonstrate their skills on a daily basis. With the Jira-TechWolf app, we can identify and infer those skills from completed tasks and thereby enrich the skill profiles of the individuals responsible for these tasks.

This page describes the installation, operation and configuration of our Jira-TechWolf app. It is intended for anyone who wants to gain insight in how the integration works, and for those who deploy the integration.

Should you see anything in the documentation that is not correct, does not match your experience with the particular feature or requires further clarification, please reach out to us to report a documentation issue at support@techwolf.ai.

How it works

Jira can be used as a datasource for skills. Completing Jira issues results in acquiring or enhancing skills. This means that the title and the description of an issue can be used as data source to infer skills from. When the status of an issue is considered to be 'Done', i.e. set to 'Done' (or any equivalent), the content of the issue will be added to the profile of the employee that completed the issue. The issue can be of any type e.g. Task, Epic, Story... When the status of an issue is changed from 'Done' (or any equivalent) to something else, the issue will be removed from the profile of the employee that completed the issue. Issues without an assignee will not be processed for skill inference. However, issues with the status 'Done' (or any equivalent) that get an assignee will still be added to that assignee's profile. The profile is also dynamically updated if the title or description of the issue changes after it was already added to their profile.

An essential step in the installation process is linking Employees with their corresponding Jira users. Since an Employee's Jira ID may differ from the external_id used in the TechWolf API, a method for mapping these IDs is necessary. This mapping allows setting a Custom Property for each Employee within the TechWolf API, enabling seamless Jira integration to add issues to Employees' profiles.

To simplify this process, you can use the employee’s email address as a universal identifier across various systems. The TechWolf email extension facilitates automatic mapping of employees’ Jira IDs to their TechWolf IDs.

Prerequisites

To ensure a successful installation, the following checklist outlines the necessary prerequisites:

• You have administrative access to the Jira site targeted for the integration.
• You have the appropriate TechWolf API licenses.

• You have the appropriate SkillEngine API credentials, which include:

  • Tenant ID
  • Tenant secret
  • Tenant name
  • Region (Europe or United States)
• You have a TechWolf API tenant set up that contains the relevant employee information necessary for the Jira Integration. A custom property called jira_id is added for all employees containing their Jira ID.
• You have at least one active project on the specified Jira site.

Installation

Please read through all the steps carefully, every step must be followed and submitted for the Jira-TechWolf integration to work properly.

1. Navigate to the Jira Marketplace from within your Jira site. On the top navigation bar, click Apps → Explore more apps.
2. In the search box, type "TechWolf" and press enter. You should see the following results:

3. Click on TechWolf
4. On the app's page, click Get app in the upper right corner
5. A window will appear displaying the app's permissions. Click Get it now to install the TechWolf app.
6. A popup will notify you that the app is being installed. After a short moment, a message will display: "TechWolf installed successfully."

The TechWolf application has now been installed on your Jira site.

Finding the configuration page

On the configuration page, you will be able to submit your TechWolf credentials.

1. Go to the Jira site where you installed the Jira-TechWolf app:

   <your-site>.atlassian.net/jira.

2. In the upper selection menu of your site, select Apps. A dropdown menu will appear.

3. Now, in the dropdown menu, click on Manage your apps.

You will be redirected to the apps settings page of your Jira site.

4. In the side bar on the left, click on TechWolf app settings under the Apps tab.

You will be redirected to the settings page of the TechWolf app.

Configuring the connection to TechWolf via the SkillEngine API

After clicking on the TechWolf app settings , you will land on the following page:

1. Under SkillEngine API Credentials , populate the form with your Techwolf credentials:

   tenant ID, Tenant secret, tenant name, region

   If don’t have access to such credentials, please contact TechWolf support.

2. Click Confirm in order for the credentials to be correctly stored.

   If this feedback message is shown:

   

   You successfully established a connection with the TechWolf API.

   If any other feedback is provided, something went wrong establishing the connection. Please follow the feedback’s instructions.

Once correctly configured, there is no need to ever do this again except for when the app is deleted and reinstalled.

Once completed, the Jira TechWolf integration is successfully installed! Enjoy inferring skills. 🎉

TechWolf email extension

You can use an employee's email address as a common identifier across different systems to map the Jira ID to the TechWolf ID.

The TechWolf Email extension enables the TechWolf Jira app to access employees' email addresses on Jira, bypassing visibility settings.

The extension is a Jira app available on the Jira Marketplace, designed to work exclusively with the TechWolf App for Jira. To enable the TechWolf Email extension, please follow these steps:

Prerequisites

To ensure a successful installation, the following checklist outlines the necessary prerequisites:

• You have administrative access to the Jira site targeted for the integration.
• You succesfully installed and enabled the TechWolf Jira App

Installation

Please follow these steps carefully:

1. Navigate to the Jira Marketplace from within your Jira site. On the top navigation bar, click Apps → Explore more apps.
2. In the search box, type "TechWolf" and press enter. You should see the following results:

3. Click on TechWolf Email extension
4. On the app's page, click Get app in the upper right corner

5. A window will appear displaying the app's permissions. Click Get it now to install the extension.
6. A popup will notify you that the app is being installed. After a short moment, a message will display: "TechWolf Email extension installed successfully."

The TechWolf Email extension is now installed on your Jira site. The final step is to activate it.

Activating the extension

In order to activate the email extension:

1. Navigate to the Admin page of the TechWolf App for Jira.
2. In the Extension Settings section, click on the toggle to activate the Techwolf email extension.

3. After a short moment, a popup will appear

Congratulations! The TechWolf Email extension has been successfully installed and activated. The TechWolf app for Jira will now use employees' email addresses to link them accurately. Enjoy inferring skills! 🎉