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After installation or whenever significant changes occur in your Jira instance, it’s important to trigger a fresh report. This ensures that you get the most up-to-date analysis reflecting the current state of your system.
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Below, you can find a step-by-step cleanup process for your Jira instance, leading to the ultimate "ALL GREEN" configuration. This ensures optimal performance, compliance, and maintainability by systematically addressing configuration issues and streamlining your instance. |
PHASE 1: Assessment & Discovery – Identify outdated, unused, or misconfigured elements in your Jira instance, including projects, workflows, custom fields, and permissions. Generate an in-depth report to understand key areas requiring attention.
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Phase 2 Essential Cleanup – Remove inactive users, redundant custom fields, obsolete workflows, and unused issue types. Standardize configurations to improve efficiency while maintaining necessary structures.
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Phase 3 Optimization & Compliance – Fine-tune security schemes, permissions, and automation rules. Ensure best practices are followed for scalability, governance, and maintainability, leading to a fully optimized "ALL GREEN" Jira instance.
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Report Generation: This runs in the background and may take some time, depending on the size of your Jira instance and resource limitations on Atlassian's side. You can trigger this manually from the Dashboard.
Downloading Reports: Once generated, you can download a comprehensive PDF report from the dashboard, summarizing all insights.
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