Get started with Insight in Jira Service Management

You need to be a Jira admin to create object schemas and set up custom fields, and have object schema permissions to view them if you’re an agent. Learn more about permissions.

Insight in Jira Service Management is an incredibly powerful tool that records and maps the relationships and dependencies between your assets, configuration items and services. It’s great for getting a better understanding of what could have caused an incident, what impact a change could have, and for quickly accessing information about what your business owns and/or controls.

To set up Insight on your site, there are a few steps that have to be done in a specific order. This will put the foundations in place and show you how to build out your asset and service architecture.

Step 1:

• Create a schema. A schema is a collection of object types and objects. This could contain your entire organisation's assets and configuration items, or just a specific part – having multiple schemas can allow for different teams to manage the assets that are important to them. Learn more about structuring objects in Insight.

• Start by creating just one and populate it with object types and objects. This will allow you to create object types and objects for Jira Service Management to find and show in the issue view and portal. e.g. Servers. Learn how to create schemas.

Step 2:

• Create an object type. Object types can contain several objects and their attributes. Learn how to create object types.

Step 3:

• Create a few objects. You can also use these to create references (linking objects together) to start building a graph to show relationships and dependencies. Learn how to create objects.

Step 4:

• Set up your Insight objects custom field. This will enable your team to see Insight objects directly from the issue view, providing context where it's needed most. Learn how to set up your custom Insight objects field.

Now that your custom field has been set up, you should know the essentials for using Insight in Jira Service Management to the full.

Next, you can use the Import feature to create multiple object types and objects from your existing database.