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Get started with Insight in Jira Service Management

Insight in Jira Service Management is a Premium and Enterprise only feature. It is compatible only with company-managed projects. Learn more about Insight.

Special permissions apply to users when viewing or editing Insight object custom fields:

  • Any user - even those who are not licensed for Jira Service Management or any Atlassian products - is granted a temporary “User” role when an Insight object custom field is added to a request type which can be accessed by end-users on a portal. This allows them to view the Insight object fields and their values.

  • Jira Software, JSM, and JSW users will have temporary "Object Schema User" roles that allow them to view and edit the contents of an Insight object custom field within issues where they already have existing edit permissions.

These roles will not count towards the total number of users on your license.

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:

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:

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.


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