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Overview

Excerpt

This article explains how to install and configure HelpDesk+ for Microsoft Teams.

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Prerequisites

  • Setting up HelpDesk+ requires installing an application

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  • on both Microsoft Teams and Jira

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  • .

  • A Jira administrator needs to install and configure the Jira application.

Tip

The following guide illustrates each installation step. Click here to view an animation of all steps

Install the Microsoft Teams application

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  1. Click the 3 dots on the left bar in Microsoft Teams

  2. Type "Helpdesk+"

  3. Select the "Helpdesk+" application

  4. Click the "add" button to install the application in to your Teams environment

Install the Helpdesk+ application

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Setup

1. Install HelpDesk + on Microsoft Teams

  1. Click Apps in the left sidebar in Microsoft Teams.

  2. Type HelpDesk into the app search bar.

  3. Click Add on the HelpDesk+ card that appears.

Microsoft teams with apps selected in the left sidebarImage Added

2. Install HelpDesk+ on Jira

  1. Go to the https://marketplace.atlassian.com/.

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  1. Search for HelpDesk+.

  2. Click

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  1. Try

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Select Cloud, Server, or Data Center depending on your installation

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  1. it free.

  2. Click Start free trial

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  1. .

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  1. If you are signed in to more than one Jira account, select the site to install the application

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Again, click "Start free trial"

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  1. .

  2. Once

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  1. installed, click

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  1. Manage app

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  1. .

  2. Click

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  1. Configure.

Try it for free button on helpdesk plus app page in the marketplaceImage Added

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Info

Pro-tip

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! Open multiple browser windows when configuring the Jira application link. That will help when copying values between screens

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.

  1. Click

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  1. Copy

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Click the "Open link in JIRA" button

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Paste the copied link in the text box under "Configure Application Links"

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Click "Create new link"

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Return to the setup screen and click "Next" under step

Save your Application Link connection

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Click the "Save connection" button

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  1. to copy the URL for creating the application link.

  2. Click Open link in Jira.

  3. In the upper-right, click Create link.

In older versions of Jira Data center, you will need to paste the URL before you click Create link.

  1. Paste the URL into the Application URL field and leave the selection on Direct application link (Cloud) or Atlassian Product (Data Center).

  2. Click Continue to review the link. Leave the “I am an administrator” box checked and click Continue.

Steps to copy and paste application linkImage Addedimage-20240516-203304.pngImage Addedimage-20240516-203330.pngImage Added

4. Save the Application Link connection

  1. Return to your HelpDesk+ app tab and click Next

  2. Click Save Connection.

  3. Click Allow to give HelpDesk+ permission to access your Jira instance.

5. Connect Teams to Jira

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  1. Click

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  1. Copy

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  1. to copy the connect code.

  2. Click

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  1. Open Teams

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  1. .

  2. Paste the connect code into the

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  1. chat

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  1. with the

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  1. HelpDesk+ bot

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  1. .

6. Connect Teams and Jira

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User Accounts

Info

Each user in your Teams organization will need to complete this step once.

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  1. Click

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  1. Connect Now

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  1. to connect your individual Teams user account to your Jira user account.

  2. Click

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  1. Allow

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  1. to grant the system access to your

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  1. account

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  1. .