Connect to instances from your portfolio
Connect to your Data Center instances to add them to your portfolio. When you connect, we can:
Improve discovery by scanning app links
Collect data to generate cloud readiness insights
Collect data to generate optimization insights
Before you begin
Things you should know before you start:
You can connect to a Data Center instance from the Detected apps tab, or select Connect Data Center on the main page to connect to any instance
Connect to an instance and add it to your portfolio
The following steps will differ based on the Data Center version you’re using:
For Jira Data Center 11.3 or later and Confluence 10.2 or later, use cloud connectors.
For Jira Data Center 11.2 or earlier and Confluence 10.1 or earlier, use security keys.
Connect to Portfolio insights with cloud connectors
These steps are applicable for Jira Data Center 11.3 or later or Confluence 10.2 or later.
Create Portfolio Insights connector in cloud
To connect to a Data Center instance:
1. Go to Atlassian Administration. Select your organization if you have more than one.
2. Select Data management > Data sources > Connected sources. Find the organization connector that you created as a prerequisite, and then select Connect app.
3. On the Select an app to connect screen, select Portfolio insights.
4. On the Send connection request screen, select Agree and continue.
5. Now that you’ve configured the connection on the cloud side, select Go to Data Center to finish the connection. If you don’t have the Data Center admin permissions, ask the admin to continue the setup on the Data Center side.
Accept connection request in Data Center
1. On the Cloud connectors page in Data Center admin screen, select Review request.
2. On the Review connection request screen, select Accept.
Your Portfolio insights connector is now configured.
Connect to Portfolio insights with security key
These steps are applicable for Jira Data Center 11.2 or earlier or Confluence 10.1 or earlier.
To connect to a Data Center instance:
1. Go to Atlassian Administration. Select your organization if you have more than one.
2. Select Data management > Data sources > Connected sources.
3. On the Connected sources page, select Connect data source.
4. Enter the base URL of your Data Center instance and assign a unique name to the connection.
5. Copy the security key from your cloud site.
6. Select Copy and proceed. You’ll be redirected to your Data Center instance where you can paste the key.
7. Enter the security key in your Data Center instance to complete the connection.
8. Choose your data sharing level:
Share instance metadata (recommended): Enables personalized insights and recommendations with full feature access.
Share limited metadata: Provides basic system insights with limited capabilities
Once connected, your instance will be visible under Apps in Portfolio insights.
If you’re unable to paste the key right now
If you’re unable to access your Data Center instance at this moment, you can copy over the key later on:
Go to Administration > Applications > Linked cloud organizations.
Select Link cloud organization.
Enter your security key.
Next steps
After connecting, we'll start collecting assessments data to generate insights and scan for additional instances and apps in your portfolio.
Detect instances from your portfolio
Upgrade to cloud connectors and keep Portfolio insights working
This section explains how to keep Portfolio Insights working after you upgrade from earlier versions to Jira 11.3 or later or Confluence 10.2 or later.
1. Upgrade Cloud Companion app to version 2.0.1 or higher when it’s available.
2. The security key that you used to connect to Portfolio Insights expires after 180 days. When your security key expires, do the following:
Accept the Portfolio Insights connector request in Data Center:
In your Data Center instance, go to Administration, then Application links, then Cloud connectors, and then select Review request.
On the Review connection request screen, select Accept.
Your Portfolio Insights connector continues working on the new versions using cloud connectors.
Connection status
There are different statuses that show how your on-premises devices are connected to the cloud. Each status tells you what's happening with your connection and plays an important role in managing and monitoring the connection. Here’s a brief overview of connection statuses:
Status | Description |
|---|---|
Initialized | Connection started but is not yet complete. |
Connected | Connection successfully established. |
Disconnected | Connection has been manually terminated. |
Interrupted | Connection was active but has unexpectedly stopped working. |
Expired | Connection has expired after 180 days and needs reconnection. When reconnecting, you’ll regenerate the security key. |
Manage connected instances
After connecting a Data Center instance, you can:
View instance details
Go to your instance directly from Portfolio insights
View more detailed insights (cloud readiness and instance optimization)
Reconnect and disconnect your instance
Manage Portfolio insights cloud connector
These steps are applicable for Jira Data Center 11.3 or later or Confluence 10.2 or later.
Rotate credentials
You can rotate Portfolio insights credentials when they expire or if there’s a chance that the credentials were exposed and are no longer safe.
To rotate Portfolio insights credentials:
1. In your cloud Admin Hub, go to Data management, then Data sources, and then Connected sources.
2. Find your organization connector and expand in.
3. Next to Portfolio insights connection, select More actions (), and then Rotate credentials.
4. Confirm your action by selecting Rotate credentials. Wait until the credential rotation takes place. The connector will change status to Connected.
Delete connector
You can delete and re-establish Portfolio insights connector as many times as you need. The connector should be in Connected status to be deleted.
To delete Portfolio insights connector from Data Center:
1. Go to your Data Center instance, go to Administration, find Application links, and then go to Cloud connectors.
2. Select More actions (), and then Delete connector.
3. Confirm your action by selecting Delete.
To delete Portfolio insights connector from cloud:
1. In your cloud Admin Hub, go to Data Management, then Data sources, and then Connected sources.
2. Find your organization connector and expand in.
3. Next to Portfolio Insights connector select More actions (), and then Delete connector.
4. Confirm your action by selecting Delete.
The connector will disappear from both cloud and Data Center admin panels.
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