Configuring Jira Data Center to use the Jira add-on in Freehand

The Jira add-on for Freehand allows you to combine Freehand’s flexible canvas with Jira’s structured project tracking tool. If you’re using Jira Data Center, an Admin or Owner on your InVision account will need to configure Jira in order to use the add-on in Freehand. This article includes the steps your organization’s Admin or Owner will need to take:

• Configure Jira Data Center in InVision.
• Link Jira and InVision.
• Create a Webhook in Jira.

InVision supports using the Jira add-on in Freehand with Jira Server and Data Center versions 7.2.0 to 9.x.x.

Configure Jira Data Center in InVision

To configure Jira Data Center in InVision:

1. Sign in to your InVision V7 account.
2. On the left sidebar, click the ​ (more) menu and then select Integrations.
3. Scroll down to locate Jira Data Center and click Configure.
4. In the new page that opens, click +Add Jira Site.
5. Add your Data Center URL.
   
   The Add a site modal includes instructions to create an Application link and complete the configuration. You can also see these steps listed in the section below.
6. Once you've followed the instructions in the Add a site modal and created and Application link, click Test connection.
7. If the test is successful, click Save.
8. A new modal to configure webhook will open. Follow the steps in the section below to create a webhook in Jira and complete the configuration.

Link Jira and InVision

To manage these tasks in Jira, you must have Jira Admin privileges.

To establish a connection between InVision and Jira, as an Admin, you must create an Application link which will enable access from InVision to Jira.

To create and Application link and connect Jira and InVision:

1. At the top-right corner of Jira, click the settings icon and select Applications.
2. Below the Integrations heading in the left-hand navigation, click Application links.
   

   

3. In the Enter the URL of the application you want to link field, enter https://your-team-name.invisionapp.com, and then click Create new link.
4. At the bottom of the Configure Application URL modal, click Continue.
   
   You can ignore this warning message in the modal: No response was received from the URL you entered.
5. On the first screen of the Link applications modal, use the following values to complete the form, and then select the Create incoming link checkbox and click Continue:
   
   • Application Name: InVision
   • Application Type: Generic Application
   • Service Provider Name: InVision
   • Consumer key: See step 3, sub-step d in the Setup Instructions of the Add a site module in InVision to copy the unique value generated for your V7 team.
   • Shared secret: Copy the auto-generated password for the shared secret in InVision and paste it here.
     
     This corresponds with step 5 of the Configure Jira Data Center in InVision in InVision instructions above.
   • Request Token URL: https://[team-subdomain].invisionapp.com/in/request-token
   • Access token URL: https://[team-subdomain].invisionapp.com/in/access-token
   • Authorize URL: https://[team-subdomain].invisionapp.com/in/auth
6. On the second screen of the Link applications modal, use the following values to complete the form, and then click Continue:
   • Consumer Key: See step 4, sub-step a in the Setup Instructions of the Add a site module in InVision to copy the unique value generated for your V7 team.
   • Consumer Name: InVision
   • Public Key: Copy the auto-generated public key in InVision and paste it here.
     
     This corresponds with step 5 of the Configure Jira Data Center in InVision in InVision V7 instructions above.

Create a Webhook in Jira

Once you’ve connected InVision and Jira and configured Jira Data Center in InVision, you can create a webhook in Jira to receive updates on the Jira issues in Freehand.

You have two options to create a webhook:

• Automatic setup. 
• Manual setup.

To create a webhook automatically:

1. In the Webhook modal, click the Create webhook button.
2. Click Allow in the modal that opens to complete the webhook creation.

To be able to create the webhook automatically, you must be signed in as a Jira Admin.

To create a webhook manually:

1. Copy the URL in the Webhook modal in InVision.
2. In your Jira account, go to the Systems tab.
   

   

3. Below the Advanced heading in the left-hand navigation, click Webhooks.
4. At the upper right corner, click + Create a Webhook.
5. In the URL field, enter the webhook URL from step #1.
6. Under the Issue heading, select the updated and deleted checkboxes.
   

   

7. Click Create.