Documentation and Best Practices

Learn how to use Cloudability and get the most out of our cloud cost management tool.

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Setup Overview Guide

This guide will help you set up your Jira Cloud instance within Cloudability.

Prerequisites

Before you begin the process, ensure that:

  1. Your organization is using Jira Cloud (versus Jira Server)
  2. You are a Cloudability administrator
  3. The administrator for your Jira instance is available during the setup process
  4. You have the site name for your Jira instance

 

Cloudability Setup

Once you've identified your site name, you'll be ready to add your Jira credentials to Cloudability.

Adding Jira Credentials

  1. Select the Gear Icon in the top right and under App Settings, select Vendor Credentials.
    Image_2018-11-29_at_10.26.49.png

  2. Select the Jira tab, above the toolbar.

  3. If this is the first time adding Jira credentials to Cloudability, select Yes, I'm ready.
    Image_2018-12-03_at_08.48.31.png

  4. Proceed to Step 2 to enter your site name.
    jirainteg4.png

  5. Enter the site name of your Base URL.
    jirainteg5.png

  6. Next, install the Cloudability add-on in the Atlassian Marketplace by selecting "install the Cloudability add-on" link below the Base URL.
    jirainteg6.png

  7. You will be redirected to the Atlassian Marketplace.
    atlassianmarketplace2.png

  8. Select Installation.
    atlassianmarketplace3.png

  9. You will see the below instructions. Continue to Step 10 to get step-by-step screenshots for all remaining installation steps.
    jira18.png

  10. Log in to your Jira instance as admin and select the Gear Icon.
    jirainteg8.png

  11. Select Add-ons.
    jirainteg9.png

  12. Select Find new add-ons.
    jirainteg10.png

  13. Search for "cloudability".
    jira11.png

  14. Select Install.
    jira12.png

  15. Select Accept & install to confirm the installation.
    jira14.png

  16. When add-on installation is complete, you will see the below dialogue box. 
    jira15.png

  17. Once you've completed connecting your Jira instance with Cloudability, you will see the below status on the Vendor Credentials page.
    Screen_Shot_2018-07-05_at_3.10.08_PM.png


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