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ConfiSense Documentation

This page explains what ConfiSense does, who can use it, how to open it, and how to find your way around.

What is ConfiSense?

ConfiSense is a Jira Cloud app for Jira admins. It reads your Jira configuration and shows you:

  • what exists
  • where each item is used
  • which items look the same
  • what a change would affect

ConfiSense gives you evidence. You still decide what to change. An item that looks the same as another, or that nothing uses, is not always a problem. It may be needed later or kept on purpose.

What ConfiSense looks at

ConfiSense analyses six areas of Jira configuration:

AreaWhat you can learn
WorkflowsWhich workflows are identical or nearly identical, which are unique, which are not used, and where each one is used. You can also consolidate identical workflows and roll the change back.
FieldsYour custom fields, which ones share a name and type, when each last had a value set, and what uses each field (screens, filters, boards and workflow rules).
Work item typesWhich work item types are in use or unused, and the schemes and projects that use each type.
ScreensScreens with the same tabs and fields, and whether each screen really reaches a project.
PermissionsPermission schemes with the same permission grants, and which schemes projects use.
NotificationsNotification schemes with the same events and recipient rules, and which schemes projects use.

Some areas go deeper than others. Workflows has the most features, including guided consolidation. The other areas show evidence only.

Who can use it

  • Jira Cloud. ConfiSense runs inside Jira Cloud.
  • Jira administrators only. You need the global Administer Jira permission. Project admin is not enough.
  • Confluence (optional). ConfiSense can publish its report to a Confluence space.

Open ConfiSense

  1. In Jira, select Settings (the gear icon), then Apps.
  2. In the sidebar, under Apps, select ConfiSense.

The first time you open it

ConfiSense opens on Home. If Home shows no results yet, select Analyse Health to run the first analysis.

  • Analysis only reads your configuration. Nothing in Jira changes.
  • It runs in the background, so you can leave the page.
  • On Home, each area has a card. Its status shows Complete when that area is done.

How long it takes depends on the size of your site.

Find your way around

The ConfiSense bar contains Home, Analysis, Config Explorer, Ownership, Quickstart and App Settings.

SectionWhat it is for
HomeYour Optimisation score, a score for each area, a quick summary of what needs attention, and the report you can publish or download.
AnalysisOne page per area: Workflows, Fields, Work item types, Screens, Permissions and Notifications.
Config ExplorerSearch any analysed item and see where it is used.
OwnershipThe Ownership Manager, for changing who owns filters and dashboards.
QuickstartA short in-app checklist (see below).
App SettingsScheduled scans, the Confluence space for reports, and support downloads.

What reads and what changes

What you doEffect
Analysis, Config Explorer, comparisons, usage and impact viewsRead only. Nothing in Jira changes.
Workflow consolidation and rollbackChanges Jira. Changes which workflows a workflow scheme uses. Asks you to confirm first.
Ownership transferChanges Jira. Changes the owner of the filters and dashboards you pick. Asks you to confirm first.
Publish reportWrites to Confluence. Creates or updates a ConfiSense page in your chosen Confluence space. Does not change Jira.
Review notes and decisions, scan scheduleSaved in ConfiSense. Does not change Jira.

The Fields page has a Consolidate button and the Permissions page has How to consolidate, but neither changes Jira. They show the steps you would follow by hand in Jira.

Quickstart

The Quickstart button opens a short checklist on the right. It opens on its own on a new install. You can reopen it from App Settings.

The checklist has eight steps:

  1. Analyse your site.
  2. Open Workflows.
  3. Look at duplicate workflow groups.
  4. Consolidate a group.
  5. Roll the change back.
  6. Search in Config Explorer.
  7. Publish or download the report.
  8. Set a schedule and a Confluence space.

It is a quick tour, not a list of everything ConfiSense does.

Ask Rovo

If your site uses Rovo, ConfiSense adds a read-only agent called ConfiSense Governance Advisor. You can ask it questions such as “How healthy is this Jira instance?” or “If I delete a screen, what breaks?”. It answers from ConfiSense’s last analysis and cannot change Jira. It answers Jira administrators only.

More help

Detailed guides for each area will be added to this page.

ConfiSense is built by Arkron Pty Ltd (ABN 93 698 430 438), Melbourne, Australia.