Overview
Integrating Azure DevOps (ADO) with Cortex enables seamless project management by linking your development projects directly to your Cortex workspace. Once connected, you can:
-
View and manage work items and project details inside Cortex without switching tools.
-
Import custom fields from ADO to keep specifications, tasks, and updates in perfect sync.
-
Streamline collaboration by connecting conversation-driven workflows in Cortex to the same projects your engineering team uses.
Prerequisites
-
Your Azure DevOps Organization Name
-
A valid Personal Access Token (PAT) generated from your ADO account with project access permissions
Step-by-Step Guide
1) Open Integrations
- From Cortx Home, navigate to Integrations in the left navigation panel.
- Alternate Path: Click the “+” icon in the chat input tray → select Integrations.
2) Choose Project Management → Enable ADO
-
In the Integrations pop-up, switch to the Project Management tab.
-
Locate Azure ADO and turn on the toggle.
3) Authenticate to ADO
-
Enter your Azure DevOps Organization Name.
-
Paste your Personal Access Token.
-
Click Connect.
4) Select Projects
-
After connecting, a project drop-down will display all projects available in your ADO organization.
-
Choose the desired project and click Next.
5) Add & Manage Projects
-
Your selected project(s) will now appear on screen.
-
Click Add Projects to connect multiple projects.
-
For existing projects, click the three-dot Action (⋯) menu to:
-
-
View Details
-
Remove the project
-
-
6) Configure Custom Fields
-
Inside Action (⋯) → View Details, open the Custom Fields screen.
-
Select all the fields you want Cortex to import.
-
Click Save to complete the integration.
✅ Result: The selected projects and custom fields are now fully connected to Cortex, allowing data to sync in real time.
Best Practices
- Use a Dedicated PAT: Generate a Personal Access Token specifically for this integration and limit its scope to only the required projects for improved security.
- Keep Credentials Secure: Store the Organization Name and PAT in a secure location (such as a password manager) to prevent unauthorized access.
- Name Projects Clearly in ADO: Use clear, descriptive names in Azure DevOps to easily identify projects when selecting them in Cortex.
- Regularly Review Custom Fields: Revisit the Custom Fields settings periodically to ensure you’re importing the most relevant data for your workflows.
- Remove Unused Projects: Disconnect inactive or outdated projects using the Remove option to keep your integrations clean and organized.
- Test with a Single Project First: When integrating for the first time, connect one project to validate the setup before adding more.
- Check Permissions: Make sure your PAT has sufficient permissions to read project data; otherwise, the integration may fail or show incomplete information.
Managing Your Connection
-
Add more projects: Go to Integrations → Project Management → Azure ADO → Add Projects → select additional projects.
-
Update custom fields: Use Action (⋯) → View Details → Custom Fields → Save.
-
Remove projects: Use Action (⋯) → Remove to disconnect any project from Cortex.
Troubleshooting
-
Connection Fails: Double-check your Organization Name and PAT, and ensure your PAT has the correct permissions.
-
Missing Projects: Confirm the project exists in the connected ADO organization and that your PAT grants access.