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Getting started

Getting started

Step 1. Installation

Confluence

  1. Click on Find new apps

  2. Search for Macro for Assets

  3. Click Add

https://marketplace.atlassian.com/apps/1229516/macro-for-assets-former-insight?hosting=cloud&tab=overview

Jira

  1. Click on Explore more apps

  2. Search for Dashboard Gadget for Assets

  3. Click Add

https://marketplace.atlassian.com/apps/1229517/dashboard-gadget-for-assets-former-insight?hosting=cloud&tab=overview

Step 2. Authorize the app

Both Macro for Assets and Dashboard Gadget for Assets are build on Atlassian Forge. This means that they are running on Atlassians servers and we as the vendor has no access to the data. Backups are part of the Atlassians overall backup strategy

Authorization process allow the app to read / store data in your instance, this needs do be done in order to use the app.

This is done by simply pressing Allow access

Allow access screen
Confirm the data that the app has access to

Why does the app need to read data from the following domains?

Data

For reading Jira asset data, the app needs access to subdomains of Atlassian.com and Altassian.net

  • *.atlassian.net

  • *.atlassian.com

Step 3. Setup a connection

A Connection is the object determines how to connect to Assets instance and who can use it.

You can create several connection to the same site with different users to control permissions.

It describes;

  • what Jira site that has Assets installed to fetch data from into the Macro or Gadget

  • what user that will be used to connect to the site, only Schemas that the user has access to can be fetched.

  • what users can use the connection via groups and hence see the data loaded from the Assets site.

  1. Navigate to the Apps menu from the Cog.

  2. For Jira

  1. Click on Asset Studio (Jira Gadget) Your Data in Tables & Charts (Apps->Link on the right)

  1. For Confluence

 

 

  1. Enter a name of the connection, this will be displayed as a drop-down when selecting from where to load Assets data.

  2. Enter the Jira site that has Assets installed, use the URL ending with atlassian.net

  3. Enter the email of the user that will be used to access the Assets data

  4. Enter the API token for the user (or service account) that will be used to read Assets data in Jira. The account used needs to have the Jira Service Management app with agent license.

Follow Atlassian’s guide here:

Manage API tokens for your Atlassian account | Atlassian Support

Required permissions

The API token must belong to a user or service account that has the following scopes enabled:

Classic scope

  • read:servicedesk-request

Granular scopes

  • read:cmdb-attribute:jira

  • read:cmdb-icon:jira

  • read:cmdb-object:jira

  • read:cmdb-schema:jira

  • read:cmdb-type:jira

Recommended

For best practice, use a service account instead of a personal user account.

 

  1. Optional specify the group that can use this connection.
    This is useful if you want to secure some data for a set of persons. In that case you can use multiple connections with different group setups.
    Empty field means all users can see the data in the Macro / Gadget

  2. Click Add
    You may need to refresh the page if the row does not appear directly after clicking add.

  3. Expected result a table with the connection in it

Green checkbox indicate a successful connection

The API token generated from the specified user account or service account with the scopes below

  • read:servicedesk-request (Classic Scope)

  • read:cmdb-attribute:jira (Granular Scope)

  • read:cmdb-icon:jira (Granular Scope)

  • read:cmdb-object:jira (Granular Scope)

  • read:cmdb-schema:jira (Granular Scope)

  • read:cmdb-type:jira (Granular Scope)

https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/

 

Step 4. Add a Dashboard Gadget or Confluence Macro

 

Confluence

For Confluence, click add Macro and search for Macro for Assets

 

Jira

For Jira dashboard, click edit on the dashboard and search for Dashboard Gadget for Assets.

 

 

Step 4. Configure what to see

To configure the view;

  1. Select the connection from the drop-down list

  2. Enter the Asset Query Language (AQL) to what objects to display

  3. To configure the table click on the settings symbol and select what attributes to show.

Edit mode

 

Select how to view the data

Object Schema

Object schema is the schema from which the objects in Assets lives in.

Attributes

Attributes is displayed when selecting an object schema, these are the attributes associated with the object that you want to show in the table.

Display as Horizontal

You have the ability to display the asset as a horizontal table.

image-20250424-110042.png

 

Which would look like the picture below.

image-20250424-095118.png
Display as: Horizontal table

 

Referenced assets can be viewed by clicking on the icon image-20250424-104704.png in the table

image-20250424-104333.png

 

Display as Vertical

You have the ability to display the asset as a vertical table.

image-20250424-105920.png

 

Which would look like the picture below.

image-20250424-095421.png
Display as: Vertical table

Referenced assets can be viewed by clicking on the icon image-20250424-104704.png in the table

image-20250424-105053.png

 

Display as Chart (Pie, Bar)

You have the ability to display the asset as a chart view.

image-20250424-105730.png

Which would look like the picture below.

image-20250424-095538.png
Display as: Chart view

 

Display as Card

You have the ability to display the asset as a card view.

image-20250424-105544.png

Which would look like the picture below.

image-20250424-093443.png
Display as: Card view

 

 

Asset function fields

We support currentUser() function to filter on the logged in user.

Example

objectType = Person and "Jira User" = currentUser()

 

Display related object attributes

Click on the Asset Icon to open a modal with the related attributes