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Abbreviations

Abbreviations

Explanation

SSO

Single sign-on - is an identification method that enables users to sign in to multiple applications and websites with one set of credentials.

IdP

Identity Provider - is a service that stores and verifies user identity. These services often work with SSO providers to authenticate users.

SAML 2.0

Seecurity Security Assertion Markup Language - is XML-based standard for exchanging authentication and authorization data between an a IdP and a service provider

PAT

Personall Personal Access Token

Before Data Export

It’s important to follow the prescribed steps for the correct setting up of SAML 2.0 SSO using the Okta IdP. We kindly recommend you to refer to the following article - How to configure Jira Software Data Center for SAML 2.0 SSO with Okta - for a better understanding of system configuration options.

SAML SSO for Jira Data Center applications - this article might also be helpful, namely in selecting the SSO functioning mode that matches your specific needs.

Note

After completing the SSO setup, you have to verify that users can successfully authorize and log in to Jira through the authentication methods provided by the selected provider.

Authorization and Data Export

During data export to Microsoft Power BI, we use the basic type of authorization, meaning we specify access rights to resources. In our case, it’s a data source created with a Power BI Connector.

Before the user exports the data, you have to ensure that this user has access to the app itself and the corresponding Jira data.

Info

How to Grant Permission.

Basic Authorization with Username and Password

To use this type of authorization, initially, you have to enable the Allow basic authentication on API calls option.

In the authorization window, you have to enter your username and password that are associated with your Jira instance not with your Okta account.

Info

How to Export Data into Microsoft Power BI.

Sometimes Jira username and Okta username might be the same. However, the passwords may differ. To avoid any errors, please use the Jira username and password.

Basic Authorization with PAT

As an alternative, you may authorize with PAT.

For Power BI Desktop

For Power BI Service

  • Username: leave this field blank

  • Password: enter your access token

  • Username: enter the word token

  • Password: enter your access token