Connect to your Data Center instance
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 assessment
Collect data to generate optimization insights
Before you begin
Make sure you’ve completed the prerequisites.
Some connection steps will differ based on the Data Center version you’re using:
For the following versions you’ll use cloud connectors.
Jira Data Center 11.3, Confluence Data Center 10.2, and later versions.
Jira Data Center 10.3.23 and later 10.3 versions, and Confluence Data Center 9.2.22 and later 9.2 versions.
If you’re on newer versions and have problems connecting, see Configure cloud connectors.
Connect to an instance and add it to your portfolio
From the cloud: connect to a Data Center instance
To connect to a Data Center instance:
Go to Atlassian Administration. Select your organization if you have more than one.
Select Insights, then Portfolio insights.
You can connect from either page: Cloud readiness or Instance health. The connected instance will appear in both.
Select Add Data Center.
Agree to share the data used by Portfolio insights. You’ll be able to agree to what exactly is collected and shared on the Data Center side of the connection.
Add the details of the Data Center instance you’d like to connect to.
Copy the credentials and select Continue to Data Center.
From Data Center: accept the connection request
1. On the Cloud connectors page on the Data Center admin screen, select Review request.
2. Agree to what data we can collect from your instance and share with Portfolio insights. For more details on what data is collected, see Security and data handling.
3. On the Review connection request screen, select Accept.
If you didn’t start the connection or were given the credentials by another admin, you can manually paste them by going to Administration, then Applications, then Linked cloud organizations to create the connection.
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
Upgrade to cloud connectors and keep Portfolio insights working
Upgrade to Jira 11.3 or Confluence 10.2 or later
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 Portfolio Insights for Jira Data Center or Portfolio Insights for Confluence Data Center
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.
Upgrade to Jira 10.3 or Confluence 9.2 LTS versions
If you’re upgrading to a version of Jira Data Center 10.3 LTS that’s greater than or equal to 10.3.23 or a version of Confluence Data Center 9.2 LTS that’s greater than or equal to 9.2.22, you don’t need to take any action to keep your cloud connecters working. However you may want to note the following:
The Cloud Companion app will be automatically updated to version 1.2.x.
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.
Manage Portfolio insights cloud connector
These steps are applicable for the following versions:
Jira Data Center 11.3, Confluence Data Center 10.2, and later versions.
Jira Data Center 10.3.23 and later 10.3 versions, and Confluence Data Center 9.2.22 and later 9.2 versions.
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:
Go to Atlassian Administration. Select your organization if you have more than one.
Select Data management, then Data sources, then Connected sources.
Find your organization connector and expand it.
Next to Portfolio insights connection, select More actions (), then Rotate credentials.
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:
In to your Data Center instance, go to Administration
Find Application links, and then go to Cloud connectors.
Select More actions (), and then Delete connector.
Confirm your action by selecting Delete.
To delete Portfolio insights connector from cloud:
Go to Atlassian Administration. Select your organization if you have more than one.
Select Data management, then Data sources, then Connected sources.
Find your organization connector and expand in.
Next to Portfolio Insights connector select More actions (), and then Delete connector.
Confirm your action by selecting Delete.
The connector will disappear from both cloud and Data Center admin panels.
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