JIRA 7 Administration Cookbook - Patrick Li - E-Book

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Patrick Li

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Beschreibung

JIRA 7 Administration Cookbook, Second Edition covers all the new major features that provide better prioritizing
capabilities, enhanced visibility, and the ability to customize JIRA application to meet your needs. We start
by upgrading your existing JIRA instance and working through tasks you can perform at the server level to better
maintain it. We then delve deep into adapting JIRA to your organization's needs, starting with the visual elements of setting up custom forms to capturing important data with custom fields and screens, and moving on to ensuring
data integrity through defining field behaviors. You'll gain insights into JIRA's e-mail capabilities, including managing outgoing e-mail rules and processing incoming e-mails for automated issue creation. The book contains tips and tricks that will make things easier for you as administrators, such as running scripts to automate tasks, getting easy access to logs, and working with tools to troubleshoot problems. The book concludes with a chapter on JIRA Service Desk, which will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with SLA.

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Seitenzahl: 209

Veröffentlichungsjahr: 2016

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Table of Contents

JIRA 7 Administration Cookbook - Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Why subscribe?
Free access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. JIRA Server Administration
Introduction
Installing JIRA for production use
Getting ready
How to do it...
There's more...
Upgrading JIRA with an installer
Getting ready
How to do it...
See also
Upgrading JIRA manually
Getting ready
How to do it...
How it works...
Migrating JIRA to another environment
Getting ready
How to do it...
Setting up the context path for JIRA
How to do it...
Setting up SSL
Getting ready
How to do it...
How it works...
There's more...
See also
Installing SSL certificates from other applications
Getting ready
How to do it...
How it works...
Resetting the JIRA administrator password
Getting ready
How to do it...
How it works...
Importing data from CSV
Getting ready
How to do it...
There's more...
2. Customizing JIRA for Your Projects
Introduction
Setting up different issue types for projects
How to do it...
Making a field required
How to do it...
How it works...
There's more...
See also
Making the assignee field required
Getting ready
How to do it...
Hiding a field from view
How to do it...
There's more...
Choosing a different field renderer
How to do it...
There's more...
Creating a new field configuration
How to do it...
Setting up customized screens for your project
How to do it...
How it works...
Removing a select list's none option
Getting ready
How to do it...
How it works...
Adding help tips to custom fields
How to do it...
How it works...
There's more...
See also
Using JavaScript with custom fields
Getting ready
How to do it...
How it works...
Creating your own custom field types
Getting ready
How to do it...
How it works...
Customizing project agile boards
How to do it...
How it works...
There's more...
3. JIRA Workflows
Introduction
Setting up different workflows for your project
How to do it...
Capturing additional information during workflow transitions
Getting ready
How to do it...
Using common transitions
How to do it...
See also
Using global transitions
Getting ready
How to do it...
See also
Restricting the availability of workflow transitions
Getting ready
How to do it...
There's more...
Validating user input in workflow transitions
Getting ready
How to do it...
How it works...
See also
Performing additional processing after a transition is executed
Getting ready
How to do it...
How it works...
Rearranging the workflow transition bar
How to do it...
How it works...
There's more...
Restricting the resolution values in a transition
How to do it...
There's more...
Preventing issue updates in selected statuses
How to do it...
Making a field required during workflow transition
Getting ready
How to do it...
Creating custom workflow transition logic
Getting ready
How to do it...
How it works...
There's more...
4. User Management
Introduction
Creating and importing multiple users
Getting ready
How to do it...
How it works...
Enabling public user signup
How to do it...
How it works...
There's more...
Managing groups and group memberships
How to do it...
There's more...
Managing project roles
How to do it...
Managing default project role memberships
How to do it...
How it works...
Deactivating a user
How to do it...
Integrating and importing users from LDAP
Getting ready
How to do it...
How it works...
See also
Integrating with LDAP for authentication only
Getting ready
How to do it...
How it works...
Integrating with Atlassian Crowd
Getting ready
How to do it...
See also
Setting up a single sign-on with Crowd
Getting ready
How to do it...
Setting up a Windows domain single sign-on
Getting ready
How to do it...
5. JIRA Security
Introduction
Granting access to JIRA
How to do it...
How it works...
There's more...
Granting JIRA System Administrator access
How to do it...
How it works...
Controlling access to a project
Getting ready
How to do it...
How it works...
Controlling access to JIRA issue operations
Getting ready
How to do it...
There's more...
Allowing users to control permissions
How to do it...
How it works...
Restricting access to projects based on reporter permissions
Getting ready
How to do it...
How it works...
There's more...
Setting up password policies
How to do it...
How it works...
There's more...
Capturing electronic signatures for changes
Getting ready
How to do it...
How it works...
Changing the duration of the remember me cookies
Getting ready
How to do it...
How it works...
See also
Changing the default session timeout
Getting ready
How to do it...
How it works...
6. E-mails and Notifications
Introduction
Setting up an outgoing mail server
How to do it...
Sending e-mails to users from JIRA
Getting ready
How to do it...
Sending notifications for issue updates
Getting ready
How to do it...
How it works...
Sending notifications with custom templates
How to do it...
How it works...
Disabling outgoing notifications
How to do it...
Creating mail handlers to process incoming e-mails
Getting ready
How to do it...
How it works...
There is more...
Setting up a project-specific from e-mail address
How to do it...
7. Integrations with JIRA
Introduction
Integrating JIRA with Confluence
Getting ready
How to do it...
How it works...
Integrating JIRA with other JIRA instances
How to do it...
How it works...
Integrating JIRA with Bamboo for build management
Getting ready
How to do it...
How it works...
There's more...
Integrating JIRA with Bitbucket Server (Stash)
Getting ready
How to do it...
How it works...
Integrating JIRA with Bitbucket Cloud and GitHub
Getting ready
How to do it...
How it works...
There's more...
Integrating JIRA with HipChat
Getting ready
How to do it...
There's more...
Integrating JIRA with Google Drive
Getting ready
How to do it...
How it works...
There's more...
Using JIRA Webhooks
How to do it...
How it works...
There's more...
Using JIRA REST API
How to do it...
How it works...
There's more...
8. JIRA Troubleshooting
Introduction
Troubleshooting notifications
How to do it...
How it works...
There's more...
Troubleshooting permissions
How to do it...
How it works...
Troubleshooting field configurations
How to do it...
How it works...
Running JIRA in safe mode
Getting ready
How to do it...
How it works...
There's more...
Importing data from other issue trackers
How to do it...
How it works...
There's more...
Automating tasks in JIRA
Getting ready
How to do it...
How it works...
Running scripts in JIRA
Getting ready
How to do it...
How it works...
Switching user sessions in JIRA
Getting ready
How to do it...
How it works...
There's more...
Working with JIRA from the command line
Getting ready
How to do it...
How it works...
Viewing JIRA logs online
Getting ready
How to do it...
How it works...
Querying the JIRA database online
Getting ready
How to do it...
How it works...
Managing shared filters and dashboards
How to do it...
There's more...
9. JIRA Service Desk
Introduction
Customizing the look and feel of your support portal
How to do it...
How it works...
Capturing the right information for service requests from your customers
How to do it...
How it works...
Setting up a knowledge base for your customers
How to do it...
How it works...
Collaborating with your internal teams on service requests
How to do it...
How it works...
Tracking and evaluating performance with SLA
How to do it...
How it works...

JIRA 7 Administration Cookbook - Second Edition

JIRA 7 Administration Cookbook - Second Edition

Copyright © 2016 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: July 2014

Second edition: May 2016

Production reference: 2190516

Published by Packt Publishing Ltd.

Livery Place

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Birmingham B3 2PB, UK.

ISBN 978-1-78588-844-1

www.packtpub.com

Credits

Authors

Patrick Li

Copy Editors

Shruti Iyer

Sonia Mathur

Reviewer

Tarun Sapra

Project Coordinator

Suzanne Coutinho

Commissioning Editor

Kunal Parikh

Proofreader

Safis Editing

Acquisition Editor

Chaitanya Nair

Indexer

Mariammal Chettiyar

Content Development Editor

Nikhil Borkar

Graphics

Jason Monteiro

Technical Editor

Sunith Shetty

Production Coordinator

Melwyn Dsa

About the Author

Patrick Li is the co-founder and CTO of AppFusions. AppFusions is an expert in developing and packaging integrated solutions for many enterprise applications and platforms, including IBM Connections, Jive, Atlassian, Google Apps, Box, Dropbox, and more.

Being an expert with Atlassian products, he started working with JIRA right out of college and has been involved in the Atlassian ecosystem for over ten years. With AppFusions, Patrick has developed products and solutions on top of the Atlassian platform, which includes JIRA, Confluence, and more. He also provides expert consulting services, helping, advising, and guiding companies with best practices on using JIRA. Patrick is one of the top contributors to the Atlassian community, providing answers and advice on forums such as Atlassian Answers and Quora.

He has extensive experience in designing and deploying Atlassian solutions from the ground up and customizing the existing deployments for clients across verticals such as healthcare, software engineering, financial services, and government agencies.

You can reach Patrick on Quora at https://www.quora.com/profile/Patrick-Li-4

I would like to thank all the reviewers for their valuable feedback and also the publishers and coordinators for their help and support in making this happen. Lastly, I would also like to thank my family, especially my wife, Katherine, for encouraging me along the way.

About the Reviewer

Tarun Sapra has worked as a software developer for over 7 years and has gained strong technical knowledge and experience in the Java technology landscape. He is a proactive professional with a strong focus on the technical as well as the functional and business aspects of projects. Tarun likes to work in small and fast Agile teams and build quality software.

He has extensive expertise in the development and administration of Atlassian tools on a very large scale. Tarun is proficient at automating complex business processes and integrating the whole Atlassian stack in order to streamline development efforts, with a strong focus on integration with other tools, such as Jenkins, Git, and Zendesk. He also manages the "JIRA Community" LinkedIn group and has a good understanding of scripting languages, especially Python.

Besides his core expertise and knowledge, Tarun is currently working on the development of data solutions for customers using the ELK stack, helping them get more insights into their data and identification of patterns and anomalies using open source tools and technologies. He regularly blogs about his experiences and opinions on the upcoming technology trends.

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Preface

Atlassian JIRA is an enterprise issue tracker system. One of its key strengths is its ability to adapt to the needs of the organization from the frontend user interface to providing a platform for add-ons to extend its capabilities. However, understanding its flexibility and picking the right add-ons can often be a daunting task for many administrators. Learning how to take advantage of JIRA's power while keeping the overall design simple and clean is important to the success of the implementation and future growth.

You can make full of use recipes with real-life JIRA administration challenges, solutions, and examples. Each recipe contains easy-to-follow, step-by-step instructions and illustrations from the actual application.

What this book covers

Chapter 1, JIRA Server Administration, contains recipes that help you administer your JIRA server, including upgrading and securing JIRA with the SSL certificate.

Chapter 2, Customizing JIRA for Your Projects, contains recipes that let you customize JIRA with custom fields and screens. This chapter also includes advance techniques such as using scripts and add-ons to add more control to fields that are not available out of box with JIRA.

Chapter 3, JIRA Workflows, covers one the most powerful features in JIRA with recipes that show you how to work with workflows, including permissions and user input validation. This chapter also covers workflow bundling and using scripts to extend out-of-the-box components.

Chapter 4, User Management, explains how users and groups are managed within JIRA. It starts with simple recipes covering out-of-the-box user management features and goes on to include topics such as LDAP integration and various Single Sign-On implementations.

Chapter 5, JIRA Security, focuses on the different security control features offered by JIRA, including different levels of permission and authorization control. This chapter also covers other security-related topics such as user password policy and capturing electronic signatures.

Chapter 6, E-mails and Notifications, explains JIRA's e-mail handling system, for both outgoing and incoming e-mails. This chapter also covers JIRA's event system and how to extend the basic set of events and templates.

Chapter 7, Integrations with JIRA, covers how to integrate JIRA with other systems, including other Atlassian applications and many other popular cloud platforms such as Google Drive and GitHub.

Chapter 8, JIRA Troubleshooting, covers the ways to troubleshoot various problems in JIRA. Recipes include diagnosing common problems related to permissions and notification and more advanced features, where you as the administrator can mimic a user to better understand the problem.

Chapter 9, JIRA Service Desk, covers JIRA Service Desk, the new addition to the JIRA platform. JIRA Service Desk allows you to turn your JIRA instance into a fully featured help desk system, leveraging JIRA's powerful workflow and other customization features.

What you need for this book

For the installation and upgrade recipes, you will need to have the latest JIRA 7 distribution, which you can download directly from Atlassian at the following link:

http://www.atlassian.com/software/jira/download

You may also need several additional software, including:

Java SDK : You can get this from http://java.sun.com/javase/downloadsMySQL: You can get this from http://dev.mysql.com/downloads

For other recipes, the details of where you can get the necessary tools are provided.

Who this book is for

JIRA 7 Cookbook is intended for administrators who will be customizing, supporting, and maintaining JIRA for their organizations.

You will need to be familiar with and have a good understanding of JIRA's core concepts. For some recipes, a basic understanding of HTML, CSS, JavaScript, and basic programming will also be helpful.

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it, How it works, There's more, and See also).

To give clear instructions on how to complete a recipe, we use these sections as follows:

Getting ready

This section tells you what to expect in the recipe, and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There's more…

This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Create a new user for JIRA in the database and grant the user access to the jiradb database we just created using the following command:"

A block of code is set as follows:

<Contextpath="/jira"docBase="${catalina.home} /atlassian- jira" reloadable="false" useHttpOnly="true">

Any command-line input or output is written as follows:

mysql -u root -p

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Select System info from the Administration panel."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of.

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Downloading the example code

You can download the example code files for this book from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

You can download the code files by following these steps:

Log in or register to our website using your e-mail address and password.Hover the mouse pointer on the SUPPORT tab at the top.Click on Code Downloads & Errata.Enter the name of the book in the Search box.Select the book for which you're looking to download the code files.Choose from the drop-down menu where you purchased this book from.Click on Code Download.

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WinRAR / 7-Zip for WindowsZipeg / iZip / UnRarX for Mac7-Zip / PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/JIRA-7-Administration-Second-Edition. We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books-maybe a mistake in the text or the code-we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata.

Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.

To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.

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Piracy of copyrighted material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works in any form on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

Please contact us at [email protected] with a link to the suspected pirated material.

We appreciate your help in protecting our authors and our ability to bring you valuable content.

Questions

If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.

Chapter 1. JIRA Server Administration

In this chapter, we will cover:

Installing JIRA for production useUpgrading JIRA with an installerUpgrading JIRA manuallyMigrating JIRA to another environmentSetting up the context path for JIRASetting up SSLInstalling SSL certificates from other applicationsResetting the JIRA administrator passwordImporting data from CSV

Introduction

Atlassian JIRA is a popular issue tracking system used by many companies across the world. One of its strengths, unlike most other enterprise software, is that it does not take days or weeks to install and implement, and it is very simple to upgrade and maintain.

We will assume that you already know how to install a brand new JIRA system. So, we will explore the common administration tasks, such as upgrading and migrating your JIRA, looking at different options, from using the new automated upgrade utility provided by Atlassian to doing everything from scratch.

We will also look at some other neat tricks for you as an administrator, such as resetting the admin password to get you out of sticky situations.

Installing JIRA for production use

In this recipe, we will look at how to install and set up JIRA in a production environment. This includes setting up a dedicated user to run JIRA under and using an external database.

We will use the standalone archive distribution as the steps are consistent across both the Windows and Linux platforms.

Getting ready

The following things need to be checked before you start with this recipe:

Download the latest JIRA archive distribution from https://www.atlassian.com/software/jira/download and click on the All JIRA Download Options link.Make sure your server environment meets JIRA's requirements by visiting https://confluence.atlassian.com/display/JIRA/Supported+Platforms.Install Java on the system. At the time of writing, JIRA 7 requires Java 7. Make sure you get the latest update for Java, unless it is explicitly stated as unsupported by JIRA.Make sure that the JAVA_HOME or JRE_HOME environment variable is configured.Have a database system available, either on the server hosting JIRA or a different server accessible over the network. For this recipe, we will use MySQL; if you are using a different database, change the commands and queries accordingly.Download the necessary database driver. For MySQL, you can download it from https://dev.mysql.com/downloads/connector/j.

How to do it...

We first need to create an empty MySQL database for JIRA:

Open up a new command prompt on the MySQL server.Run the following command (you can also use another user instead of root as long as the user has permission to create new users and databases): mysql -u root -pEnter the password for the user when prompted.Create a new database for JIRA by running the following command: create database jiradb character set utf8;Create a new user for JIRA in the database and grant the user access to the jiradb database we just created using the following command: grant all on jiradb.* to 'jirauser'@'localhost' identified by 'jirapassword';In the previous five steps, we created a new database named jiradb and a new database user named jirauser. We will use these details later to connect JIRA with MySQL. The next step is to install JIRA.