Connection Settings

Before your Microsoft Outlook can access your Jira server, you have to configure the connection to your Jira server. There is a distinction between:

Jira Server

  1. From the Microsoft Outlook menu, select JIRA > Connection Settings. The following dialog appears:


  2. In the "Connection Settings" dialog, enter the following information:

    • Jira-URL: URL or IP address of your Jira server

      Important

      You have to specify the type of connection protocol with the URL (http or https). Otherwise the connection will fail. Futhermore, we recommend to use a fully qualified domain name (FQDN) instead of hostnames only.

      If your Jira installation uses a special port you also need to specify the port number. Append the port number at the end of the URL separated by colon (e.g., https://jira.example.com:8080). Ask your Jira administrator if you are not sure about URL and port number.

    • Username: Your user name on the Jira server
    • Password: Your password on the Jira server

  3. To test the connection to your Jira server, click Test connection.
    If the test is successful the following dialog appears.


  4. To save your configuration, click Save in the Connection Settings dialog.

Jira Cloud

  1. From the Microsoft Outlook menu, select JIRA > Connection Settings. The following dialog appears.


  2. In the "Connection Settings" dialog, enter the following information:

    • Jira-URL: URL of your Jira Cloud instance, eg. https://<you-company>.atlassian.net

    • E-mail address: Your e-mail address on the Jira Cloud
    • Password: Your password on Jira Cloud.
  3. Toggle the check box Jira Cloud

  4. API Token: Please add an API Token here. Please create an API token here: https://id.atlassian.com/manage/api-tokens.

    API Token

    The API token only needs to be created once and will be valid until it has been revoked. Further information on https://confluence.atlassian.com/x/Vo71Nw

  5. To test the connection to your Jira Cloud, click Test connection. The test checks, if the provided e-mail address and the API-Token is correct. The provided password will not be check. If the password is wrong, you will be notified in case the embedded browser is being used.

    If the test is successful the following dialog appears.


  6. To save your configuration, click Save in the Connection Settings dialog.