Get started with Enterprise Insights

Enterprise Insights (EI) is an additional offering that lets you connect your Jira Align cloud instance's data to existing data visualization products like PowerBI and Tableau, or export your data to your own internal data lake. This connection lets you use data visualization tools to slice and dice data beyond the reports built into Jira Align, so that you can create tailor-made dashboards and charts for executives, partners, and other important stakeholders. EI opens up the possibility to report on additional fields, attributes, and time periods.

On this page:

• Overview video
• How it works
• Who you'll need
• The set up process
• Additional resources

Overview video

Watch our An Introduction to Jira Align Enterprise Insights video below for an overview of the things you can do with EI:

How it works

Once Enterprise Insights is purchased, your Jira Align data is hosted on a data mart, powered by Microsoft Azure SQL Server. EI data is optimized for read-only operations and served in a format that is easily consumable for building data visualizations and exporting to a data lake. Our support team will assist you with the initial set up and connection to your EI instance.

Authentication to your data visualization tools is handled through one of two methods: SQL or Azure Active Directory (AD) authentication. Azure AD authentication allows your users to authenticate with Active Directory and is the recommended option for ease of use and security reasons. With SQL authentication, Atlassian support will need to help you create usernames and passwords.

Who you'll need

To successfully connect to and use Enterprise Insights, you’ll need to first locate the right people in your organization. Ensure you have team members available who can assist you with the following concepts:

• SQL databases and how to join tables within an SQL query
• Use of SQL code editors like Azure Data Studio and SQL Server Management Studio
• Building reports and dashboards in data visualization tools
• Authentication via SQL login or Azure AD
• Firewall management
• Management of your corporate networks and virtual private network (VPN)
• Allow listing and IP management
• Jira Align administration

For a smooth setup experience with EI, we recommend providing three points of contact across your teams: A Jira Align admin, an admin for your data visualization or business intelligence tools, and a network specialist.

The set up process

Once you’ve found the right people in your org to handle the technical requirements, you’re ready to work with our sales team or Atlassian Partner to purchase Enterprise Insights. Here’s an overview of the steps we’ll take together:

1. Contact your Atlassian Solutions Engineer or partner reseller to review your options for purchasing an EI license.
2. Your Solutions Engineer or Atlassian partner will provide you with the Enterprise Insights Connectivity Questionnaire. This form is required by our support team to successfully provision and configure your EI instance, and to ensure that you can successfully connect to EI using tools from within your corporate network. Learn more about the questionnaire and our connectivity requirements.
3. You work with your network team to ensure that TCP port 1433 on your corporate network is open for outbound traffic. Preferably, this port is open to all addresses. If your network team does not allow this, port 1433 must be open to the Microsoft Azure region gateway IP addresses and subnet addresses your EI instance is hosted on. Learn more about the regions we use. 
4. Once you’ve confirmed port 1433 on your network is open and returned the completed connectivity questionnaire, our support team works with your Solutions Engineer or partner to provision your EI instance on Microsoft Azure. We also configure your instance’s firewall IP allowlist, and if necessary, set you up for authentication with SQL usernames and temporary passwords. This is handled through a support ticket that you have access to.
5. We send you an update through the support ticket, providing you with the EI server name, the Microsoft Azure region and gateway addresses that EI is hosted on, and authentication info.
   1. If you use Azure AD Authentication, you will receive an email for the redemption of Azure guest tenant authentication. For more information, review Microsoft’s article on allowing guest access.
   2. If you use SQL Server authentication, we will provide you with a username and temporary password for each user you’ve requested access for.
6. You test the connection to EI from your corporate network. We recommend using an SQL code editor to test this connection while logged into your corporate network.
   1. If you use SQL Server authentication, you can change your temporary password through the SQL code editor after a successful connection test.
7. Once your connection test is successful, the support ticket is closed, and you’re ready to use your data visualization tools with Enterprise Insights!

Additional resources

See the following pages and videos to learn more about the benefits and use of Enterprise Insights:

• Connectivity requirements for Enterprise Insights 
• Enterprise Insights FAQ
• Video: Understanding the Jira Align Enterprise Insights Data Schema