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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. |
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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. |
When you first click Apps -> Doctor Pro for Jira, the dashboard will appear. Important: After a fresh installation, no report data will be available immediately. The app needs time to collect and analyze data from your Jira instance.
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Configuring Doctor Pro for Jira is a crucial step to ensure it aligns perfectly with your company's needs and optimizes your Jira instance. Personalizing the app allows you to focus on the most relevant data and get the maximum value out of the tool. Proper configuration helps:
🚀 Streamline your workflows by prioritizing important projects and data.
🧹 Reduce clutter by identifying inactive or unnecessary elements.
📊 Enhance decision-making through timely, relevant insights customized for your instance.
To access the settings, navigate to the left side panel and click on Settings. This section allows you to easily adjust the app’s preferences and tailor it to your specific requirements.
Within the Settings menu, you'll find several useful options:
🤖 Enable AI: Activate AI processing powered by our proprietary PyTorch algorithm, which analyzes your configuration to find similarities and support language recognition.
🗂️ Report Settings: Customize your reporting preferences:
🕒 Set the number of days before a project is considered inactive.
📉 Define how many issues in a project should be considered inactive.
📅 Choose how many days a custom field remains unused before it's flagged as inactive.
👥 Specify how long a user remains inactive before they’re marked as read-only (this option is also editable in User and License Management).
🔗 Integration with Confluence: Enable data export to Confluence for detailed reporting.
By configuring these options, you can ensure that Doctor Pro for Jira functions in a way that best suits your company's usage patterns and goals. These settings also help automate repetitive tasks and keep your Jira instance optimized with minimal manual intervention.
Once the settings are configured, Doctor Pro for Jira will automatically update reports based on your specified intervals, keeping your instance clean and efficient.
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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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.
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