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The installation is very simple! Just open the Atlassian Marketplace and click Get It Now. The app installation will start.
Once installed, you will find Doctor Pro for Jira will install in the App menu located on the top bar of your Jira instance.
Access to Doctor Pro for Jira is managed through System -> Global Permissions.
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To ensure Doctor for Jira can properly access and assess objects within Jira projects, security schemes, and permissions, it is essential to assign the Project Role: This role allows Doctor for Jira to interact with project-related objects while maintaining security and compliance with Atlassian best practices. Without this role, the app may not have sufficient permissions to retrieve or analyze project data effectively. |
| Info |
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For Jira Data Center users, after installation |
, the Doctor Pro menu will appear in the |
top bar. This menu is visible only |
to the groups assigned Doctor Pro for Jira Access permission. |
By default, all groups |
with Jira System Administrators permission |
will be automatically copied to |
this access permission, but you can easily manage |
this |
in |
the System -> Global |
Permissions section. |
Once When you first click on “Apps->Doctor for Jira” Apps -> Doctor Pro for Jira, the dashboard window will promptly appear. However, immediately after completing Important: After a fresh installation, it’s important to note that there will be no report data will be available . This is a normal occurrence as the app requires some time to gather immediately. The app needs time to collect and analyze data from your Jira instance.
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To access the settings, simply navigate to the left side panel and click on the “Settings” option. It’s conveniently placed for easy access, allowing you to configure and personalize your preferences with a few simple clicks.
Within the available options, there are a few useful settings to take note of:
Enable automation: This option allows you to activate automatic report refreshing.
Select interval – when automatic report refreshing is enabled, this option can be set to either daily refreshing or weekly refreshing. This is a period of time when the app will trigger refresh and fetch new data from Jira.
These settings provide flexibility and convenience, allowing you to customize the app’s behavior according to your needs. Once you have configured the automation and interval settings, Doctor for Jira will automatically update the reports at the specified intervals without any manual intervention.
Additionally, triggering report generation manually can be beneficial, especially after a fresh installation or when you are aware that there have been significant changes to your Jira instance. This manual trigger ensures that you obtain an updated report as quickly as possible, reflecting the latest data and changes made within Jira.
Report generation is done in background and may take some time due to resource limitations on Atlassian part. On Dasboard page pdf with all reports can be downloaded.
Once reports are generated each report can be refreshed separatelly. Also pdf with single report can be generated at
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Docboard
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.
Each report can also be refreshed individually, and PDFs of individual reports can be downloaded directly from the report page.
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