Setup - (Start Here)
- Vincent Mutambuki
- Tumaini Kioko
- Andrew Schmitt
After installing Checkout, you will need to connect Checkout to a current Jira Service Management Project, or create a new one. Follow the Getting Started instructions to setup Checkout.
To provide the best user experience possible, Checkout automatically configures any project where enabled. However, if you decide to setup Checkout without the wizard, Checkout should only be set up in a classic Service Desk project. We recommend using the General Service Management for IT Teams project template. Once the project has been created, navigate to Project Settings/Checkout to Enable Checkout and then proceed through the Checkout Setup Checklist.
The process described on this page applies to both Jira Data Center and Jira Cloud. Data Center customers have an alternative setup option using a Project Template.
Getting Started
After Checkout has installed, click “Get started” to proceed through the configuration wizard.
The configuration wizard will direct you to a screen that will prompt you to select a project to enable Checkout in.
Upon selecting the ‘Select a project’ button, options will appear to either enable Checkout in a pre-existing JSM project, or create an entirely new JSM project with Checkout already enabled within it.
Selecting either of the options available will prompt you to Checkout’s Setup Checklist within the desired project.
Checkout Setup Checklist
Complete the checklist to fully setup Checkout. This will guide you through the initialization of the item catalog that your customers will interact with. Reference this document for more information on building your item catalog.
If you “plan to send purchase orders to vendors through Checkout,” you can reference the documentation for the Purchase Order page to guide you in setting that process up.
After Checkout is set up on a project, we recommend that the customer permissions are set so that only customers added to the project can raise tickets. Set up may take some time, and the portal is not usable until configurations are complete.
Project Template Method (Jira Data Center)
From within Jira, select the Projects drop down and click the Create Project option.
Select the Checkout project template and click Next.
Input your Name and Key and click Submit.
You will be redirected to a page in your new project. To finish setup of your new Checkout project, navigate to Project Settings → Checkout in the left side-bar menu to Enable Checkout and proceed through the Checkout Setup Checklist.
Next Steps
Once Checkout has been setup, complete with the building of the item catalog, you can proceed to familiarize yourself with the Catalog in the JSM Portal that customers will interact with, the fulfillment process, and asset management. If you have any questions, reference the How-to articles and Troubleshooting articles. New Checkout features and bug fixes are released regularly, so reference the What’s New? articles that are also present in the Checkout app.