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Install UniPortal

Before you start

You need Jira Cloud site administrator permissions.

Steps

Log in to your Jira Cloud site as an admin and open the UniPortal listing on the Atlassian Marketplace.
Select Try it free. In Select a site, choose your Jira Cloud site and select Review.
On Review and install, select Start free trial. Jira adds the app in the background. Wait until Jira shows that UniPortal has been added.
In Jira, select the cog icon, then go to Marketplace apps > UniPortal.

Result

UniPortal is listed under Marketplace apps. Open UniPortal > Connections: until you connect an instance, the screen shows “You don’t have any connections yet” and a Connect new tool button.

The UniPortal Connections screen of a new installation, with the message that there are no connections yet and the Connect new tool button.

Caution

Install UniPortal on every Jira instance you want to show requests from. If you use only one instance, you don’t need to authorize it: you can add its first tab right away in Request Tabs.

Set up two instances

This example uses two instances. The first instance you authorize becomes the master, where you build the dialog. The second becomes a secondary instance.

Role	URL	Purpose
Master	`https://instance_one.atlassian.net`	Your main site, where you build the dialog.
Secondary	`https://instance_two.atlassian.net`	Your second site, where the finance-related tickets come from.

Log in to instance_one.atlassian.net as an admin, find UniPortal on the Marketplace, and select Try it free.
Repeat the same steps on instance_two.atlassian.net.
On both instances, turn on the app REST APIs of UniPortal:
1. In Jira, select the cog icon and go to Marketplace apps > Manage apps, then select Take me there. Jira opens Connected apps in Atlassian Administration.
2. Select UniPortal, open the Details tab, and scroll to App REST APIs. It shows Disabled. Select Enable app REST APIs.
3. In the confirmation window, select Enable.
  The status changes to Enabled.
On instance_one.atlassian.net, go to Connections, select Connect new tool > Jira Service Management, and authorize https://instance_one.atlassian.net. Allow access to Atlassian when UniPortal asks for it.
Switch to instance_two.atlassian.net and repeat the same steps, authorizing https://instance_two.atlassian.net.

For details about the authorization flow, see Jira Service Management.

Danger

Authorize both instances with the same Atlassian account. If a different account authorizes the second instance, UniPortal replaces the whole connections list with the sites that account can access. See the FAQ for an example.

Result for two instances

Both instances appear in the Connections table with the status CONNECTED. The first instance you authorized carries the MASTER badge. UniPortal assigns the roles for you, so you don’t set up the master and secondary relationship manually. To understand the roles, see Architecture.