Jira 8 Administration Cookbook E-Book

Patrick Li

• Herausgeber: Packt Publishing
• Kategorie: Wissenschaft und neue Technologien
• Sprache: Englisch

Seitenzahl: 231

Veröffentlichungsjahr: 2019

Beschreibung

Build customized solutions that fulfil your business requirements using the latest features of Jira 8

Key Features

• 
  


• Learn how to customize Jira applications to suit your organizational requirements
  
  


• Extend Jira's capabilities for custom integrations with other products and services such as Slack and GitHub
  
  


• Explore practical recipes for troubleshooting and securing your Jira instances with best practices
  
  

Book Description

Jira is a project management tool used widely by organizations to plan, track, and release software. Jira administrators are at the heart of these processes and need to know how to successfully administer and customize Jira offerings. This updated Jira 8 Administration Cookbook demonstrates how to efficiently work with Jira Core and Jira Service Desk.

The book starts with a variety of recipes to help you manage users and workflows. You'll learn how to set up custom forms and capture important data with custom fields and screens. Next, you'll gain insights into the latest email capabilities, which assist you with everything from managing outgoing email rules to processing incoming emails for automated issue creation. Later, you'll be guided through running scripts to automate tasks, getting easy access to logs, and even working with tools to troubleshoot problems. The book will also ensure you understand how to integrate Jira with Slack, set up SSO with Google, and delegate administrator permissions. Finally, the chapter on Jira Service Desk will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with Service Level Agreement (SLA).

By the end of this book, you'll have the skills to extend and customize your Jira implementation effectively.

What you will learn

• 
  


• Learn how to delegate administrator permissions effectively
  
  


• Gain insights into integrating Jira with Bitbucket Cloud and GitHub
  
  


• Explore ways to collaborate with your internal teams on service requests
  
  


• Understand how to add permissions to fields
  
  


• Learn how to set up SSO with Google
  
  


• Discover how to copy over configuration settings between Jira instances

Who this book is for

This book is for administrators who are looking to customize, support, and maintain Jira for their organizations. A good understanding of Jira's core concepts is a must to make the most out of this book. For certain recipes, some knowledge of HTML, CSS, JavaScript, and basic programming will also be helpful.

Leseprobe

Jira 8 Administration CookbookThird Edition

Over 90 recipes to administer, customize, and extend Jira Core and Jira Service Desk

Patrick Li

BIRMINGHAM - MUMBAI

Jira 8 Administration Cookbook Third Edition

Copyright © 2019 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 or its dealers and distributors, will be held liable for any damages caused or alleged to have been 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.

Commissioning Editor:Richa TripathiAcquisition Editor:Chaitanya NairContent Development Editor: Rohit Kumar SinghSenior Editor:Afshaan KhanTechnical Editor:Gaurav GalaCopy Editor: Safis EditingProject Coordinator: Vaidehi SawantProofreader: Safis EditingIndexer: Manju ArasanProduction Designer: Shraddha Falebhai

First published: July 2014 Second edition: May 2016 Third edition: June 2019

Production reference: 1250619

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-83855-812-3

www.packtpub.com

 

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Contributors

About the author

Patrick Li is the cofounder of AppFusions and works there as a senior engineer. AppFusions is one of the leading Atlassian experts, specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, and more. He has worked in the Atlassian ecosystem for over 9 years, developing products and solutions for the Atlassian platform and providing expert consulting services. He has authored many books and video courses covering Jira 4 to 8. He has extensive experience in designing and deploying Atlassian solutions from the ground up, and customizing existing deployments for clients across verticals such as healthcare, software engineering, financial services, and government agencies.

About the reviewers

Anutosh Ghosh has worked on Jira, Confluence, Trello, Bamboo, and few other Atlassian products, with a strong focus over the last 7 years on multiple Agile projects.

He believes in perfectionism and practical work wherever and whenever possible, which has been his USP throughout his 11.5 years of IT experience, spanning different technology-agnostic development and project management endeavors.

In today's technology-disruptive IT world, he still believes in constant learning and practicing different subject areas and skill sets (ranging from project management and soft skills, to framework architectures, and so on) to keep his mind refreshed and his knowledge up to date as much as possible.

Being a huge fan of Patrick Li, I'm honored to be able to review this book with the same zealous intent as when I read his previous Jira 6.x Administration Cookbook. Also, I wholeheartedly appreciate and thank both Heta and Vaidehi of the Packt team, whose relentless efforts and constant support helped me to complete the review of this book.Last but not the least, I'm always indebted to God and my family for their motivation, support, and belief in me every time I'm feeling down.

Ripon Al Wasim is a software engineer living in Dhaka, Bangladesh. Ripon has 17 years' experience in the software industry. 

He has a Level 3 Certification in the JLPT (Japanese Language Proficiency Test), and he has a bit of familiarity with Japanese culture, having worked in Japan as an IT professional.

Ripon is the author of the video course Mastering Selenium Testing Tools, by Packt Publishing, as has also reviewed other Packt titles, including Selenium WebDriver Practical Guide, Performance Testing with JMeter – Second Edition, Mastering Selenium WebDriver, and Performance Testing with JMeter 3 – Third Edition.

I would like to thank my mother and wife for creating a helpful and inspiring environment at home for me to study and review this book. I like to play and enjoy my free time with my twin babies, Nawar and Nazif.

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Table of Contents

Title Page

Copyright and Credits

Jira 8 Administration Cookbook Third Edition

About Packt

Why subscribe?

Contributors

About the author

About the reviewers

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

Download the color images

Conventions used

Sections

Getting ready

How to do it…

How it works…

There's more…

See also

Get in touch

Reviews

Jira Server Administration

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...

Copying configuration settings between Jira instances

Getting ready

How to do it...

Customizing Jira for Your Projects

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...

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...

Setting default values for fields

Getting ready

How to do it...

How it works...

Adding permission to fields

Getting ready

How to do it...

Creating your own custom field types

Getting ready

How to do it...

How it works...

Jira Workflows

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...

How it works...

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...

Reacting to events coming from outside of Jira

Getting ready

How to do it...

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 a 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...

User Management

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 functionality with Crowd

Getting ready

How to do it...

Setting up a single sign-on with Google

Getting ready

How to do it...

Setting up a Windows domain single sign-on

Getting ready

How to do it...

Jira Security

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...

Delegating administrator 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...

Emails and Notifications

Setting up an outgoing mail server

Getting ready

How to do it...

Sending emails to users from Jira

Getting ready

How to do it...

Sending notifications for issue updates

Getting ready

How to do it...

How it works...

There's more...

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 emails

Getting ready

How to do it...

How it works...

Using email to update Jira issues

Getting ready

How to do it...

How it works...

Setting up a project-specific From email address

How to do it...

Integrations with Jira

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

Getting ready

How to do it...

How it works...

There is more...

Integrating Jira with Bitbucket Cloud and GitHub

Getting ready

How to do it...

How it works...

There's more...

Integrating Jira with Slack

Getting ready

How to do it...

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 the Jira REST API

How to do it...

How it works...

There's more...

Jira Troubleshooting and Administration

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...

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...

Managing shared filters and dashboards

How to do it...

There's more...

Jira Service Desk

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 an SLA

How to do it...

How it works...

Other Books You May Enjoy

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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 provide a platform for third-party apps to extend its capabilities. However, understanding its flexibility and picking the right apps 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.

With this book, you can make full use of useful 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 Jira application.

Who this book is for

This book is intended for administrators who customize, support, and maintain 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 (Java or Groovy) will also be helpful.

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 allow you to customize Jira with custom fields and screens. This chapter also includes advanced techniques, such as using scripts and third-party apps to add more control to fields that are not available out of the box with Jira.

Chapter 3, Jira Workflows, covers one of 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 useful third-party apps 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, Emails and Notifications, explains Jira's email handling system for both outgoing and incoming emails. 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 and Administration, 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.

To get the most out of this book

For the installation and upgrade recipes, you will need to have the latest Jira 8 distribution, which you can download directly from Atlassian at the following link:

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

You may also require several additional pieces of software, including the following:

Java SDK: You can get this from

http://java.sun.com/javase/downloads

.

MySQL: You can get this from

http://dev.mysql.com/downloads

.

For other recipes, the details of where you can obtain the necessary tools are provided in the respective recipe.

Download the example code files

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

You can download the code files by following these steps:

Log in or register at

www.packtpub.com

.

Select the

SUPPORT

tab.

Click on

Code Downloads & Errata

.

Enter the name of the book in the

Search

box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

WinRAR/7-Zip for Windows

Zipeg/iZip/UnRarX for Mac

7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub athttps://github.com/PacktPublishing/Jira-8-Administration-Cookbook-Third-Edition. We also have other code bundles from our rich catalog of books and videos available athttps://github.com/PacktPublishing/. Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781838558123_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "This is the template file for emails sent in HTML format, which is stored in the html subdirectory."

A block of code is set as follows:

#disable_html_escaping() $eventTypeName - ($issue.key) $issue.summary

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

<blockquote> <p> #if($comment.body)

$comment.body

#else <i>No comment</i>

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

$ mkdir css

$ cd css

Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "You can update this default scheme's notification settings by clicking on its Notifications link."

Warnings or important notes appear like this.

Tips and tricks appear like this.

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, 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 you more knowledgeable about the recipe.

See also

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

Get in touch

Feedback from our readers is always welcome.

General feedback: Email [email protected] and mention the book title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in, and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!

For more information about Packt, please visit packtpub.com.

Jira Server Administration

Atlassian Jira is a popular issue tracking system used by many companies across the Globe. One of its strengths, unlike most other enterprise software, is that it does not take days or weeks to install and implement, and 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 common administration tasks, such as upgrading and migrating your Jira, and we'll look at different options, ranging 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.

Since Jira is now a family of products, including Jira Core (which is the old Jira Classic before Jira 7), Jira Software (which is Jira Core plus agile capabilities), and Jira Service Desk (which is Jira Core plus the old Jira Service Desk add-on), recipes in this book will use the term Jira to refer to the most popular of the three, Jira Software.

In this chapter, we will cover the following topics:

Installing Jira for production use

Upgrading Jira with an installer

Upgrading Jira manually

Migrating Jira to another environment

Setting up the context path for Jira

Setting up SSL

Installing SSL certificates from other applications

Resetting the Jira administrator password

Importing data from CSV

Copying configurations between Jira instances

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 archive distribution since the steps are consistent across both the Windows and Linux platforms. This will also provide you with an insight into the exact steps required to get a Jira instance deployed and running; these would otherwise be hidden by an automated installer. This will provide you with the information needed for subsequent maintenance and further configurations.

Getting ready

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

Download the latest Jira archive distribution from 

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

and select a package based on your server, such as Linux or Windows. For this recipe, we will be using the 

TAR.GZ Archive

.

Make sure your server environment meets Jira's requirements by visiting 

https://confluence.atlassian.com/adminjiraserver/supported-platforms-938846830.html

.

Install Java on the system. At the time of writing, Jira 8 requires Java 8 (either Oracle JDK or OpenJDK). You can download Java from

https://www.oracle.com/technetwork/java/javase/downloads/index.html

.

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