Connect your tools

Umano works with the tools you use everyday in order to capture your team’s activities across the whole development process.

The types of tools currently supported by Umano include:

• Communication tools (like Slack and Mattermost)

• Source code management tools (like Bitbucket)

• Project managements tools (like Confluence and JIRA)

Umano obtains data from these tools on a daily basis, producing scores across a range of measures that provide insight into your team’s agility and health of their practices.

In this section, you’ll learn about the tools supported by Umano, and how to connect your data sources to Umano

Before you begin

Umano will need read-only access to your cloud delivery tools so you can select your project’s source data from within these tools that will contribute to your team’s project space. We ask for the minimum privileges needed to perform the necessary behavioural analysis and insight generation for your team’s project space.

You can find out more about how Umano respects and handles your data by reading our Data Privacy and Security pages.

Connecting more tools means more insights for your team’s project space

Issue Tracking Tools are required to create your team's design and build attributes and measures of supporting agile practices.

Source Control tools are required to create your team's quality & review attributes and measures of supporting agile practices.

Communication in Chat and Wiki tools, along with Issue Tracker and Source Control systems are required to create your team's Engagement attributes and measures of supporting agile practices.

A recap on requirements

Umano currently supports teams working with the cloud versions of JIRA, Confluence, Bitbucket and Slack.

To create your team’s project space on Umano, it is a requirement that your team uses Jira Scrum or Simple Boards to support your delivery practices. We use this as the foundation to construct the team’s project data and contributors for your project space.

Teams using these nominated Jira Boards and who apply the Kanban method can also create your team’s project space on Umano. Once you’ve connected your boards, we’ll be in touch to ask what iterations you’d like us to preset for you, be it that you work in a weekly, fortnightly or monthly cadence. This feature is soon to be automated.

We are working fast to support teams on other delivery tools, such as Asana, Azure DevOps, Github and Gitlab. You can email us at info@umano.tech if you’d like to be notified when your preferred tools are supported by Umano.

Instructions

1. JIRA and Confluence credentials are provided with API Tokens. This is because we need access to your Jira Software Board, and is the quickest way for you to provide Umano this access.

   • We ask you fetch a unique API Token within Atlassian’s API Tokens Management page.

   • We also provide a 3 step tutorial with more detailed instructions on how to do this.

   • Copy your API Token from Atlassian’s Token Management page and paste it where prompted in Umano’s Add a tool step for connecting a new Jira Software Cloud Instance.

   • Your API Token will also allow you to connect to a Confluence (Cloud) instance associAted with your account. You’ll be asked to Add Confluence if you would like to.

   • Umano will confirm that you have successfully connected to Jira Software (Clod) and Confluence (Cloud) if you also provided access to this tool.
     
     

2. Bitbucket credentials are provided via the OAuth 2.0 Authorisation Framework

   1. You can click Skip or Connect when prompted to add a Bitbucket tool.

   2. By clicking Connect, a pop-up window will appear from Atlassian, asking you to confirm access to your Bitbucket account.

   3. Once you click Grant Access, Umano will confirm that you have successfully connected to Bitbucket

   4. Click Continue to take you to adding Slack
      
      

3. Slack credentials are provided via the OAuth 2.0 Authorisation Framework

   1. You can click Skip or Connect when prompted to add Slack.

   2. By clicking Connect, a pop-up window will appear from Slack, requesting permission to access your team’s Slack workspace

   3. Once you click Allow, Umano will confirm that you have successfully connected to Slack

   4. Click Continue to take you to the next stage of set-up, adding sources from within your tools to create your project space on Umano
      
      

4. Mattermost credentials are provided via a Personal Access Token

   1. You can click Skip or Connect when prompted to add a new Mattermost workspace.

   2. Clicking on ‘See detailed instructions…’ will take you to Mattermost's Personal Access Token page, where you will find instructions to create and copy your personal access token.

   3. Once you have copied the access token and stored it in a secure location, you can return to where you left your Umano set-up page and past the access token where instructed.

   4. Click Continue to take you to the next stage of set-up, adding sources from within your tools to create your project space on Umano

   5. NOTE: if you have Multi-factor authentication disabled for Mattermost, you can all add a workspace by using your user name and password. Click on ‘I cannot create a Personal Access Token…’ and follow the instructions.

Success! Your tools are now connected.

Now that your tools are connected to Umano, you will be able to set-up your team’s project space by selecting specific sources (boards, repositories, spaces and channels) from your tools that are used by your project team and that you want to contribute to your team’s performance profile.