JIRA 4 Essentials


JIRA 4 Essentials Track bugs, issues, and manage your software development projects with JIRA Patrick Li BIRMINGHAM - MUMBAI JIRA 4 Essentials Copyright © 2011 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: May 2011 Production Reference: 1160511 Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK. ISBN 978-1-849681-72-8 www.packtpub.com Cover Image by Artie Ng (artherng@yahoo.com.au) Credits Author Patrick Li Reviewers Matthew B. Doar Stafford Vaughan Marcin Zręda Acquisition Editor Amey Kanse Development Editor Alina Lewis Technical Editor Kavita Iyer Copy Editor Neha Shetty Project Coordinator Vishal Bodwani Proofreader Josh Toth Indexers Monica Ajmera Mehta Rekha Nair Graphics Geetanjali Sawant Production Coordinators Alwin Roy Arvindkumar Gupta Cover Work Alwin Roy Arvindkumar Gupta About the Author Patrick Li is a senior engineer at AppFusions, the leading Atlassian partner specializing in delivering Enterprise 2.0 solutions for clients in the United States, UK, Australia, and Hong Kong. He has worked in the Atlassian ecosystem for over four years, developing solutions for Atlassian products and providing expert consulting services. He is one of the top contributors to the Atlassian community, providing answers and suggestions on the Atlassian user forum. He has extensive experience in designing and deploying Atlassian solutions from the ground up, as well as customizing existing deployments for clients across verticals like Healthcare, Software Engineering, Financial Services, and Government Agencies. I would like to thank my family, especially my wife Katherine, who has been very supportive during all this time. I would also like to thank everyone who has edited and reviewed the book. About the Reviewers Matt Doar first discovered JIRA while writing Practical Development Environments (O’Reilly, 2005). Since then, his company Consulting Toolsmiths has helped dozens of organizations to use JIRA the way they want to. He is also the author of a number of significant plugins in the Atlassian Plugin Exchange. Before that, he was a software toolsmith and developer for a number of networking companies in Northern California. He has a Ph.D. in Computer Science from the University of Cambridge. I’d like to thank my dear children Elizabeth, Jacob, and Lucas for all their questions and my beloved wife Katherine for her patience with my answers. I think it’s for my family that God has established the work of my hands (Psalm 90:17). Stafford Vaughan started using JIRA in 2005 after getting a Software Engineering degree in Australia and joining CustomWare, Atlassian’s leading services partner. He is a founding author of Atlassian’s official JIRA training course materials. During his four years as the Atlassian Training Manager, Stafford worked with many Fortune 500 companies, government entities, and universities, including NASA, Intel, Stanford University, The Pentagon, Wells Fargo, and The United Nations. Stafford currently lives in San Francisco and provides training for organizations in and around Silicon Valley. Marcin Zręda specializes in business analysis and quality assurance. He has many years of experience as a programmer and designer. He is the author of many articles on JIRA and the owner of the testandtry.com blog. Has implemented JIRA for many departments that have more than 600 employees. He is currently directing the department of business analysis in a large international company. www.PacktPub.com Support files, eBooks, discount offers and more You might want to visit www.PacktPub.com for support files and downloads related to your book. Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at service@packtpub.com for more details. At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks. http://PacktLib.PacktPub.com Do you need instant solutions to your IT questions? 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Table of Contents Preface 1 Chapter 1: Getting started with JIRA 7 JIRA architecture 7 High-level architecture 8 Browsers 8 Application services 9 Data storage 9 JIRA installation directory 9 JIRA home directory 10 Installation options 10 Standalone and WAR-EAR distributions 11 Operating systems 11 Databases 11 Application Servers 12 Installing JIRA 13 Installing Java 14 Installing MySQL 15 Configuring MySQL 16 Installing JIRA 18 Configuring JIRA application properties 18 Configuring JIRA application settings (optional) 18 Configuring HTTPS 19 Installing database drivers (optional) 21 Configuring the database connection manual 22 Configuring the database connection (GUI) 24 Configuring JIRA as a Windows service 25 Starting JIRA 26 Summary 30 Table of Contents [ ii ] Chapter 2: Project Management 31 JIRA hierarchy 31 Project category 31 Projects 32 Issues 32 Fields 33 JIRA projects 33 Project browser 33 Summary tab 35 Issues tab 36 Road Map tab 36 Change Log tab 36 Versions/Components tabs 36 Source/Reviews tabs 37 Project management 37 Creating projects 38 Editing projects 39 Deleting projects 40 Project administration 40 Components 42 Creating components 43 Editing components 43 Deleting components 43 Selecting the default assignee 44 Versions 45 Creating versions 46 Editing versions 47 Deleting versions 47 Project configurations 48 Issue types 48 Creating issue types 49 Editing issue types 50 Deleting issue types 50 Priorities 50 Creating priorities 52 Editing priorities 52 Deleting priorities 52 Arranging priorities 53 Resolutions 53 Creating resolutions 55 Editing resolutions 55 Deleting resolutions 55 Arranging resolutions 56 Table of Contents [ iii ] Schemes 56 Issue type scheme 56 Notification scheme 58 Permission scheme 58 Issue security scheme 58 Field configuration scheme 58 Screen scheme 58 Issue type screen scheme 59 Workflow scheme 59 Help Desk project 59 Creating a new project category 59 Creating a new project 60 Creating new priorities 60 Creating new resolutions 61 Creating issue types 61 Creating an issue type scheme 63 Creating new components 64 Creating new versions 64 See it in action 65 Summary 67 Chapter 3: Issue Management 69 What an issue looks like 69 Creating an issue 71 Editing an issue 72 Deleting an issue 73 Moving an issue between projects 73 Casting vote on an issue 75 Receiving notifications about issues 76 Re-assigning issues to others 77 Issues and comments 78 Adding comments 78 Managing your comments 79 Creating a Permalink 79 Attachments 80 Enabling attachments in JIRA 80 Attaching files 81 Attaching screenshots 82 Sub-tasks 83 Enabling sub-tasks 83 Creating sub-tasks 84 Issue linking 85 Enabling issue linking 85 Table of Contents [ iv ] Creating link types 86 Linking issues 87 Issue cloning 89 Cloning an existing issue 89 Time tracking 90 Enabling time tracking 90 Specifying original estimates 91 Logging work 92 Help Desk Project 93 Configuring sub-tasks 93 Configuring time tracking 93 Enabling issue linking 94 Putting it together 95 Summary 99 Chapter 4: Field Management 101 Built-in fields 101 Custom fields 102 Custom field types 102 Simple fields 103 JIRA specialized fields 103 Multi fields 104 Searchers 104 Custom field context 105 Managing custom fields 105 Adding a custom field 106 Editing/Deleting a custom field 108 Configuring a custom field 109 Adding custom field contexts 110 Configuring select options 112 Setting default values 113 Field configuration 114 Adding a field configuration 115 Editing/Deleting a field configuration 115 Copying a field configuration 116 Managing field configurations 117 Field description 118 Field requirement 118 Field visibility 119 Field rendering 119 Screens 121 Field configuration scheme 121 Managing field configuration schemes 121 Table of Contents [ v ] Adding a field configuration scheme 122 Editing/Deleting a field configuration scheme 122 Copying a field configuration scheme 123 Configuring a field configuration scheme 124 Associating a field configuration scheme with a project 125 Help Desk Project 126 Setting up custom fields 127 Setting up field configuration 128 Setting up a field configuration scheme 129 Putting it all together 130 Summary 131 Chapter 5: Screen Management 133 Screens 133 Adding a screen 135 Editing/Deleting a screen 136 Copying a screen 137 Configuring a screen 137 Adding a field to a screen 139 Deleting a field from screen 139 Reordering fields on screen 139 Screen tabs 140 Adding a tab 141 Editing/Deleting a tab 142 Reordering tabs 142 Screen schemes 143 Adding a screen scheme 144 Editing/Deleting a screen scheme 145 Copying a screen scheme 146 Configuring a screen scheme 147 Adding an association 148 Editing/Deleting an association 148 Issue type screen scheme 149 Adding an issue type screen scheme 150 Editing/Deleting an issue type screen scheme 150 Coping an issue type screen scheme 151 Configuring an issue type screen scheme 151 Adding an association 152 Editing/Deleting an association 153 Activating an issue type screen scheme 154 Help Desk Project 156 Setting up screens 156 Setting up screen schemes 158 Table of Contents [ vi ] Setting up issue type screen schemes 159 Putting it all together 160 Summary 161 Chapter 6: Workflow and Business Process 163 Mapping business processes 163 Workflows 164 Managing workflows 165 Creating a workflow 166 Editing a workflow 167 Deleting a workflow 167 Copying a workflow 168 Importing and exporting a workflow 168 Configuring a workflow 171 Configuring and publishing a draft 172 Steps and issue statuses 173 Adding a step to a workflow 174 Editing a step 174 Deleting a step 175 Transitions 175 Adding a transition between steps 176 Editing a transition 177 Deleting a transition 178 Configuring a transition 178 Conditions 179 Adding a condition to transition 180 Validators 182 Adding a validator to transition 182 Post functions 183 Adding a post function to transition 183 Workflow schemes 184 Creating a workflow scheme 185 Configuring a workflow scheme 186 Assigning a workflow to issue type 187 Editing/Deleting an association 188 Editing a workflow scheme 188 Deleting a workflow scheme 189 Copying a workflow scheme 189 Activating a workflow scheme 190 Help Desk Project 192 Setting up issue status 193 Setting up the workflow 193 Setting up a workflow scheme 195 Table of Contents [ vii ] Putting it all together 196 Summary 198 Chapter 7: E-mail and Notification 199 JIRA and E-mail 199 Mail servers 200 Adding an SMTP mail server 201 Enabling SMTP over SSL 203 Sending a test e-mail 204 Mail queue 205 Viewing the mail queue 205 Flushing the mail queue 206 Events 206 Adding a mail template 208 Adding a custom event 210 Firing a custom event 211 Notifications 212 Notification schemes 214 Adding a notification scheme 214 Editing a notification scheme 215 Deleting a notification scheme 215 Copying a notification Scheme 216 Managing a notification scheme 217 Adding a notification 217 Deleting a notification 218 Assigning a notification scheme 219 Receiving E-mails 221 Adding a POP/IMAP mail server 221 Mail handlers 222 Creating an issue handler 223 Create or comment handler 224 Full Comment Handler 224 Non-quoted comment handler 225 Regex comment handler 225 Adding a mail handler 225 Editing and deleting a mail handler 227 Help Desk Project 228 Setting up mail servers 228 Setting up custom events 229 Setting up a notification scheme 229 Setting up notifications 230 Putting it together 230 Summary 231 Table of Contents [ viii ] Chapter 8: Securing your JIRA 233 Users 233 User Browser 234 Adding a user 234 Enabling public signup 235 Enabling CAPTCHA 236 Groups 237 Group Browser 238 Adding a group 239 Editing group membership 239 Deleting a group 240 Project roles 240 Project role browser 241 Adding a project role type 241 Editing a project role 242 Deleting a project role 242 Managing default members 242 Assigning project role members 244 JIRA permission hierarchy 245 Global Permissions 246 JIRA System Administrator versus JIRA Administrator 247 Configuring Global Permissions 248 Granting global permission 248 Revoking global permission 249 Project permissions 250 Permission scheme 252 Adding a permission scheme 253 Editing a permission scheme 253 Deleting a permission scheme 254 Copying a permission scheme 254 Configuring a permission scheme 255 Granting a permission 256 Revoking a permission 256 Applying a permission scheme 257 Issue security 257 Issue security scheme 258 Adding an issue security scheme 258 Configuring an issue security scheme 259 Adding a security level 260 Assigning users to a security level 260 Setting a default security level 261 Deleting a security level 262 Table of Contents [ ix ] Applying an issue security scheme 263 Workflow security 263 Help Desk Project 264 Setting up groups 264 Setting up user group association 264 Setting up a permission scheme 265 Setting up permissions 265 Putting it together 266 Summary 267 Chapter 9: Searching, Reporting, and Analysis 269 Search interface and options 269 Issue Navigator 270 Customizing issue navigator 271 Simple search 272 Advanced search (JQL) 273 Quick search 275 Exporting search results 276 Filters 276 Creating a filter 277 Managing filters 277 Editing and sharing a filter 278 Subscribing to a filter 279 Deleting a filter 280 Reports 281 Creating a report 282 Dashboard 284 Managing dashboards 284 Creating a dashboard 284 Editing and sharing a dashboard 285 Deleting a dashboard 286 Configuring a dashboard 286 Setting a layout for a dashboard 286 Gadgets 287 Adding a gadget 288 Moving a gadget 289 Editing a gadget 289 Deleting a gadget 290 Help Desk Project 290 Setting up filters 290 Setting up dashboards 291 Setting up gadgets 291 Table of Contents [ x ] Putting it together 292 Summary 293 Chapter 10: General Administration 295 Look and feel 296 Logo 297 Colors 297 Gadget colors 299 Date/Time format 299 General configurations 300 Settings 301 Internationalization 301 Setting the default language 302 Setting the user language 302 Options 303 Announcement banner 304 Backing up and restoring 305 Create an XML backup 306 Restoring from an XML backup 307 Search indexing 308 Services 309 Adding a service 310 Editing a service 310 Deleting a service 311 Plugins 311 Atlassian plugins type version 312 Plugin Exchange 312 Installing a plugin 313 Configuring a plugin 313 Enabling/Disabling a plugin 314 Upgrading a plugin 314 Uninstalling a plugin 315 Help Desk Project 315 Installing the plugin 315 Configuring the plugin 316 Setting up the service 317 Summary 318 Index 319 Preface This book will introduce you to Atlassian JIRA, the world's most popular issue tracking software. JIRA provides issue and project tracking for software development teams to improve code quality and the speed of development. This book will show you how to plan and design your own JIRA implementation. You will learn how to customize JIRA to adapt it to your organization and add value to your business. Chapters are structured to guide you through all the key aspects of JIRA. You will have created a practical implementation by the end of the book, working on it throughout as you learn about JIRA. You will start by setting up your own JIRA and being introduced to all the key features in subsequent chapters. With each chapter, you will learn important concepts such as business processes, workflows, e-mails, and notifications, and you will have the opportunity to put your newly acquired knowledge into practice by following a live JIRA sample implementation. Packed with real-life examples and step-by-step instructions, this book will help you become a JIRA expert. This book is an in-depth guide to all the essential aspects of Atlassian JIRA What this book covers Chapter 1, Getting Started with JIRA, serves as starting point of the book and aims to guide you to set up a local copy of JIRA application that will be used throughout the book. By the end of the chapter, you should have a running JIRA application. Chapter 2, Project Management, covers how to set up projects and project-related administration tasks in JIRA. The concept of schemes will also be introduced, as it is the core concept in JIRA administration. Preface [ 2 ] Chapter 3, Issue Management, covers everything related to issue creation and operations that can be performed on an issue (excluding workflow transitions). Furthermore, this chapter will gently touch on various aspects of issues, as they are the focal point of JIRA. This chapter will also serve as an opportunity to show and allow you to set up dummy data that will be used by the sample project. Chapter 4, Field Management, covers how JIRA collects data through the use of fields and how to expand on this ability through the use of custom fields. The chapter will then continue on with various behaviors that can be configured for fields. Chapter 5, Screen Management, builds on top of the preceding chapter and explores the concept of screens and how users can create and manage their own screens. This chapter will tie in all the previous chapters to show the power behind JIRA's screen design capabilities. Chapter 6, Workflow and Business Process, explores the most powerful feature offered by JIRA, workflows. The concept of issue life cycle will be introduced and various aspects of workflows explained. This chapter will also explore the relationship between workflows and other various JIRA aspects previously covered, such as screens. The concept of JIRA extensions will also be briefly touched in the sample project, using some popular free extensions. Chapter 7, E-mail and Notification, focuses on how to get automatic e-mail notifications from JIRA and explores the different settings that can be applied. This is a very important and powerful feature of JIRA and also a critical part of the example project for this book. This chapter will also tie in the workflow chapter and explain in detail how JIRA manages its notification mechanism. Chapter 8, Securing your JIRA, focuses on the different security control features offered by JIRA. As this topic affects all aspects of JIRA, all previous topics will be touched on, explaining how security can be applied to each. Chapter 9, Searching, Reporting, and Analysis, will focuses on how data captured in JIRA can be retrieved to provide various types of reporting features. Chapter 10, General Administration, covers other administration features offered by JIRA. These features often do not form the backbone of a JIRA installation but can be very useful when used properly. Preface [ 3 ] What you need for this book The installation package used in this book will be the Windows Installer standalone distribution, which you can get directly from Atlassian at http://www.atlassian. com/software/jira/JIRADownloadCenter.jspa. At the time of writing, the latest version of JIRA is 4.2. You will also need several additional softwares including Java SDK which you can get from http://java.sun.com/javase/downloads and MySQL which you can get from http://dev.mysql.com/downloads. Who this book is for If you want to get started with JIRA, then this is the perfect book for you. You will need to be familiar with basic computer operations, specifically the system on which you will use JIRA, and software project management. Conventions In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning. Code words in text are shown as follows: "We can include other contexts through the use of the include directive." A block of code is set as follows:
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