Connectors and Integrations

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Goal

This page explains connectors for users and Project Owners. Technical fields, secrets and detailed authentication belong in secured administration, not in the end-user guide.

Three usages

Usage	Example	Related page
Import into knowledge	Import SharePoint documents, Jira issues or Confluence pages	Knowledge
Publish a deliverable	Publish a PM Document to SharePoint	PM Documents
Create an external action	Create a Jira ticket or send a notification	Actions and approvals

Checklist before usage

Condition	Check
Platform ready	Integration is defined and validated by an administrator
Project bound	Active project uses the integration
Compatible policy	Governance allows the action or requires approval
Sufficient role	Your role can import, propose, approve or publish
Healthy	Connector is ready and not blocked
Live mode	Real external actions are enabled when needed

Import from an approved source

1. Open Knowledge.
2. Choose the import action.
3. Select an available source.
4. Start import.
5. Review import history and statuses.
6. Verify that documents become Indexed.

Publish to SharePoint

1. Open PM Documents and artifacts.
2. Select the reviewed PM Document.
3. Check the proposed destination.
4. Submit publication if your role allows it.
5. Wait for approval if policy requires it.
6. Verify final status and trace.

Create a Jira ticket from a signal

1. Open Signals and notifications.
2. Select the relevant signal.
3. Choose the ticket creation action if available.
4. Review title, description, priority and evidence.
5. Submit the action.
6. Track approval and execution in Actions and approvals.