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:

Connect to an instance and add it to your portfolio

To connect to a Data Center instance:

1. Go to admin.atlassian.com, and select your organization.

2. Go to Settings > Portfolio insights.

3. In Portfolio insights, select Connect Data Center.

4. Enter the base URL of your Data Center instance and assign a unique name to the connection.

Connection flow, with fields for Base URL and Name

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.

Enter security key on Data Center

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

Consent screen showing the choice between limited or complete instance metadata.

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:

  1. Go to Administration > Applications > Linked cloud organizations.

  2. Select Link cloud organization.

  3. Enter your security key.

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 28 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

Next steps

After you connect to a Data Center instance, we’ll start collecting the data to generate insights and recommendations.

Generating insights for connected instances

Still need help?

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