Introduction

What is Insight all about? What will you go through during this onboarding?

Onboarding introduction

Jira is great to manage issues. And in practice, issues are often related to something or someone like a computer, a license or an employee. That's probably why you installed Insight. This video introduces how Insight works to ensure optimal deployment to manage your assets.

Installation

A quick step-by-step guide to installing Insight in your Jira environment.

Steps to install Insight

  1. Log in as a user with the Jira Administrators global permission.
  2. Click the admin drop-down and choose Atlassian Marketplace. The 'Manage add-ons' screen loads.
  3. Click 'Find new add-ons' from the left-hand side of the page and search for Insight.
  4. The appropriate add-on version appears in the results.
  5. Click 'Try free' to begin a new trial or 'Buy now' to purchase a license for Insight.
  6. You're prompted to log into MyAtlassian. Insight begins to download.
  7. Enter your information and click 'Generate license' when redirected to MyAtlassian.
  8. Click Apply license.

Documentation:

Installation guide

Modeling

To ensure the best configuration of Insight, it is important to structure your assets properly.

Object Schemas

Let's start at the beginning. You might want to manage different kinds of assets or objects. You can think of an Object Schema as a container for assets of a specific nature. For instance, you could have an Object Schema for IT assets, Employees, or even Customers.

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Object Schemas

Object Types

Once you've set up a container, you want to be able to structure your assets inside your Object Schema. For this, you can use Object Types. An Object Type can be a specific kind of asset - like printers or computer screens. Or an Object Type can be a group of similar assets. For instance, printers and screens can be grouped under ‘Hardware’.

Documentation:

Object Types

Object Attributes

Once you've structured your assets, you need to define the information you want to collect for each of those assets. For instance, for computer screens, we might want to know the vendor, screen size, employee and price. That’s what Object Attributes are all about.

Documentation:

Object Attributes

Free integrations

Insight offers free out-of-the-box integrations for AWS, Azure, SCCM, Google Cloud, Snow, and Device42.

AWS integration

This integration allows you to assemble detailed data from hosts & instances in your AWS infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

Azure integration

This integration allows you to assemble detailed data from virtual machines in your Azure infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

SCCM integration

This integration allows you to assemble detailed data from virtual machines in your SCCM infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

Google Cloud Integration

This integration allows you to assemble detailed data from virtual machines in your Google Cloud infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

Snow Integration

This integration allows you to assemble detailed data from virtual machines in your Snow License Manager infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

ServiceNow Integration

This integration llows you to assemble detailed data from your ServiceNow environment. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

Device42 Integration

This integration allows you to assemble detailed data from instances in your Device42 infrastructure. Import the data automatically into Insight and use Jira to relate Incidents, Problems and Change Requests to all your CI's. Extends your Atlassian platform to be used for enterprise ITSM.

Importing

Get you data into Insight with different types of import including CSV, Database, Jira Users, LDAP and JSON.

Introduction to imports

Insight offers different methods of import and synchronization. For each of these import methods, you need to define where the data is coming from and where it goes in Insight. This article and video provide a general introduction on imports and synchronization.

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Import & Synchronization

CSV import

If you're using a spreadsheet like Excel or Google that contains all your assets, you can use the CSV import to bring your data in Insight. This will ensure that you have an integrated and transparent system where you can link your assets to issues and analyze impact. This articles guides you through importing data from a CSV file.

Documentation:

CSV import

Database import

You might want to import data from an internal or thrid-party system like BMC Remedy or Service Now. This article guide you through importing data from another database. Supported databases include Oracle, MySQL, Microsoft SQL Server, PostgreSQL. This articles guides you through importing data from another database.

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Database import

Jira Users import

You might want to collect more information about your Jira users or relate Jira users to customers. For this, you need to import your Jira users or specific user groups in Insight. This is explained in this article.

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Jira Users import

LDAP import

Maybe you work with a corporate directory that contains your assets or employee-manager relationships used for approval processes. Such LDAP entries can be imported in Insight. To make things easy, Insight has modules that works with popular LDAP directories, which fetch the structure and the assets from your directory. This article shows you how to set this up.

Documentation:

LDAP import

JSON import

You can import objects into Insight with a JSON file that holds the data to import. This artile guides you through this.

Documentation:

JSON import

Permissions & Jira Configuration

This section shows you how to manage permissions and make Insight objects and their information available on Jira Issues.

Permissions

There are different levels of permission that determine who can do what in Insight. This article and video outline what these levels are and how to set them up.

Documentation:

Permissions

Adding Insight fields to Jira

Any object in Insight can be linked to issues. And any information about these objects can also be displayed on issues. For this, you need to use custom fields. This articles shows you an example of what this could look like.

Documentation:

Insight custom fields

Automation

Streamline your operations with automatic actions performed in Insight and Jira.

Automation rules

Automation rules allow you to perform actions automatically based on events that take place in Insight, following an IF-THEN logic. These actions include creating issues, sending notifications, executing scripts and sending HTTP requests. For instance, if a license approaches its expiry date, email the provisioning department.

Documentation:

Insight Automation

Post functions

Similarly to automation rules, post functions allow you to automate the execution of actions. The difference is that the actions take place when the status of an issue changes through a Jira workflow (Issue Transition). These actions include updating an asset, sending a notification and running a script. For instance, when an issue is created requesting the onboarding of an employee, assign necessary assets to the new user including laptop, cell phone and cell phone subscription.

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Post Functions

Reporting

Insight comes with built-in reports and gadgets that provide you essential metrics about your assets.

Reports & Gadgets Overview

You can report on the number of assets, their specificities, their related issues and projects, as well as the time spent on them. You can compare most of these metrics over time and group them by asset type. Additionally, you can report on the number of assets managed by individual users and publish changes to your assets on your Activity Stream. Discover the different reports and gadgets in this article.

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Reports & Gadgets

Training

Additional training to take Insight to the next level.

Graphical view

Insight offers different graphical views that allow you to see the dependencies between your assets on different levels. This article covers the schema view, object type view, object view and the tree view.

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Graphical views

Insight Query Language - IQL

Insight provides JQL functions that allow you to search and filter your assets. In practice, IQL can come in handy when you want to build search views, automation rules, references between assets, or even instruct imports. This article covers those IQL functions.

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Insight Query Language

Labels & QR codes

Using labels and QR codes can really streamline the management of tangible assets. For this, Insight lets you print labels and QR Codes for any object. These documents show you how to do that.

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Print Labels

Print QR codes