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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Become an expert at using JIRA 7 through this one-stop guide!
About This Book
- This comprehensive guide will help you implement, customize and administer JIRA 7 application to meet the needs of your organization
- You will get to know the strategies needed to develop and deploy JIRA 7, along with best practices when working with Jira
- It covers the latest integrations of JIRA 7 with third-party platforms to help you professionally manage your software development projects
Who This Book Is For
If you are a JIRA administrator who is managing small-to-medium JIRA instances and you want to learn how to manage enterprise-scale instances, then this book will help you expand your knowledge and equip you with advanced skills. Prior understanding of the JIRA core concepts is required.
What You Will Learn
- Plan the installation and upgrade of your JIRA instance to the newest version
- Configure issue type schemes, create customized workflows, modify permission schemes, and change notification schemes
- Implement JIRA Service Desk to manage your support tickets
- Customize JIRA for test management, helpdesk, and requirement management
- Deploy JIRA for Agile tracking using the Scrum and Kanban techniques
- Develop JIRA add-ons to extend JIRA's functionality
- Migrate data from external systems using CSV import
- Generate reports directly from the JIRA database and use custom JavaScript and CSS
- Integrate your JIRA application with third-party tools such as Confluence, SVN, and Git
In Detail
Atlassian JIRA 7 is an enterprise issue tracker system. One of its key strengths is its ability to adapt to the needs of an organization, ranging from building software products to managing your support issues.
This book provides a comprehensive explanation covering all three components of JIRA 7, such as JIRA Software, JIRA Core, and Jira Service Desk. It shows you how to master the key functionalities of JIRA and its customizations and useful add-ons, and is packed with real-world examples and use cases.
You will first learn how to plan for a JIRA 7 installation and fetch data. We cover JIRA reports in detail, which will help you analyze your data effectively. You can add additional features to your JIRA application by choosing one of the already built-in add-ons or building a new one to suit your needs.
Then you'll find out about implementing Agile methodologies in JIRA by creating Scrum and Kanban boards. We'll teach you how to integrate your JIRA Application with other tools such as Confluence, SVN, Git, and more, which will help you extend your application. Finally, we'll explore best practices and troubleshooting techniques to help you find out what went wrong and understand how to fix it.
Style and approach
This comprehensive book covers the advanced and new features of JIRA 7 with the help of rich code-based, real-world examples and use cases.
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Seitenzahl: 314
Veröffentlichungsjahr: 2016
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Table of Contents
Mastering JIRA 7 - Second Edition
Mastering JIRA 7 - 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: May 2015
Second edition: October 2016
Production reference: 1051016
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.
ISBN 978-1-78646-686-0
www.packtpub.com
Credits
Author
Ravi Sagar
Copy Editor
Safis Editing
Reviewer
Satyendra Gangadhar Narwane
Project Coordinator
Suzanne Coutinho
Commissioning Editor
Kunal Parikh
Proofreader
Safis Editing
Acquisition Editor
Chaitanya Nair
Indexer
Rekha Nair
Content Development Editor
Anish Sukumaran
Graphics
Jason Monteiro
Technical Editor
Kunal Chaudhari
Production Coordinator
Aparna Bhagat
About the Author
Ravi Sagar is a JIRA trainer, consultant, and Drupal expert with several years of experience in web development and business analysis. He has done extensive work implementing and customizing big JIRA instances for project tracking, test management, support tickets, and Agile tracking.
Ravi founded Sparxsys Solutions Pvt. Ltd. (www.sparxsys.com) in 2010—a start-up company that provides consultancy and training services on Atlassian tools and Drupal. He has created accessible websites for blind people, adhering to WCAG guidelines.
Ravi's areas of interest include project management and Agile methodologies. His areas of focus in customizing JIRA include topics, such as issue schemes, workflow schemes, field configuration schemes, screen schemes, permission schemes, and notification schemes. He has also worked on Agile tracking projects, such as Scrum and Kanban. He contributed immensely towards setting up JIRA for helpdesk, test case management, bug tracking, and support ticket management. His other areas of expertise include JIRA training, Drupal training, business analysis, project management, and JIRA Agile.
Ravi has extensive experience in JIRA installation and configuration and has also worked on Linux and Windows Server. He understands clients' requirements and suggests best solutions to save cost.
Ravi has been involved in JIRA support and maintenance and training, including regular upgrades of JIRA and installed plugins, migration from legacy-defect tracking tools to JIRA, splitting and merging JIRA instances apart from bulk actions, such as uploading issues, editing, and user creation.
He has also worked on implementing JIRA Agile and its integration with other tools, such as Confluence, Crucible, and Fisheye and has hands-on experience in JIRA REST and SOAP.
You can connect with him at http://www.linkedin.com/in/ravisagar or e-mail him at [email protected].
Acknowledgements
I would like to thank my wife, Shelly, who has always stood by me and helped me achieve my goals. This book wouldn't have been possible without her continuous encouragement. I want to dedicate this book to my little daughter Raavya, and also want to thank my parents for their endless support.
Special thanks to all the reviewers and book coordinators for their immense help on this book.
About the Reviewer
Satyendra Gangadhar Narwane is an honest, caring, intelligent, hardworking, and ambitious person with a good sense of humor. He is a postgraduate with a masters degree in computer science from one of the premier Indian universities, and he is working as a senior. Atlassian Product Expert at Dynamic Network Factory in the (US). He has conducted a seminar on behalf of Atlassian for promoting their tools in India and has developed dozens of custom add-ons based on customer needs. Satyendra provides training, administration, and add-on development on the Atlassian suite for top companies such as Oracle, Adobe, HCL, Mercedes Benz, MillenniumIT, Filpkart, ShipNet NS, and KBC Bank. He is very passionate about technology, computer science, traveling, watching movies, and enjoys great chats. He has previously worked on JIRA 7 Development Cookbook by Packt Publishing.
I would like to express my gratitude to the many people who have helped me through this book. I would like to thank Packt Publishing for giving me a chance to work on this book. Above all, I want to thank my mom Sushila, wife Poonam, and the rest of my family, who supported and encouraged me in spite of all the time it took me away from them. It was a long and difficult journey for them. I would like to thank Suzanne Coutinho and Chaitanya Nair for helping me in the process of selection and reviewing. Last but not least: I beg forgiveness of all those who have been with me over the course of the years and whose names I have failed to mention.
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Preface
JIRA is a popular issue tracking tool from Atlassian and has amazing customization abilities and finely grained control over various functions. Out of the box, JIRA offers issue and bug tracking capabilities to create tasks, assign them to users, and generate useful reports. However, the real power of JIRA lies in the customizations it offers.
Experienced JIRA administrators looking to learn advanced topics and expand their knowledge will benefit from this book. This book provides a comprehensive explanation covering all components of JIRA 7, such as JIRA Software, JIRA Core, and JIRA Service Desk.
Packed with real-world examples and use cases, you will first learn how to plan the JIRA installation. Then, you will be given a brief refresher of the fundamental concepts and understand the customizations in detail, along with sample data for various use cases, and several aspects of JIRA administration, such as user management, groups, roles, and security levels, will be covered, keeping in mind the applications for enterprises. Next, this book will take you through add-on development to extend JIRA's functionality, and will give insights into building applications on top of JIRA using the REST API. Various aspects of migration from other tools using CSV files will also be discussed. This book has a separate section on implementation of the JIRA Service Desk application, which is a very popular add-on for support requests and the ticketing system.
The implementation of the Scrum and Kanban techniques along with Agile reports, will be discussed as well. We will take a look at the Groovy script, which is a great tool that empowers JIRA administrators with tremendous flexibility. Additionally, we will also take a look at some of the common database tables to fetch useful results and discuss the possibilities to add custom CSS and JavaScript in our JIRA instance. Finally, we will conclude the book by going through the best practices and troubleshooting to help you find out what went wrong and how to fix it.
What this book covers
Chapter 1, Planning Your JIRA Installation, covers planning the JIRA installation to ensure the longevity of the installation so that it can accommodate more users and data in future. The installation and update process is also discussed briefly in this chapter.
Chapter 2, Searching in JIRA, gives a detailed explanation of how data can be fetched from JIRA using the Basic search feature, as well as by writing advanced queries using JQL.
Chapter 3, Reporting – Using Charts to Visualize the Data, covers various built-in project reports that come with JIRA and how to present them on the dashboards.
Chapter 4, Customizing JIRA for Test Management, explains how to modify the configurations to implement new issue types for test campaigns and test cases. The procedure to implement a new workflow with conditions, along with a new permission scheme, will be discussed in detail.
Chapter 5, Understanding Zephyr and its Features, walks through a step-by-step implementation of this popular add-on for test management in JIRA.
Chapter 6, Sample Implementation of Use Cases, gives a lot of examples of different implementations, such as the Helpdesk system and requirement management, that readers can leverage in their company.
Chapter 7, User Management, Groups, and Project Roles, explains how to manage the users in JIRA and the way to organize them in various groups.
Chapter 8, Configuring JIRA User Directories to Connect with LDAP, Crowd, and JIRA User Server, discusses how to integrate your JIRA instance with LDAP and Crowd for external user management.
Chapter 9, JIRA Add-on Development and Leveraging the REST API, explains how to start developing add-ons for JIRA to extend the functionality. The JIRA REST API which enables us to accessing JIRA functionality from external tools, is also discussed with examples.
Chapter 10, Importing and Exporting Data in JIRA and Migrating Configuration, talks about how data from external tools can be imported using the CSV import and Project Import features. The importance of taking regular backups is explained in this chapter, along with the procedure to restore JIRA from a backup file.
Chapter 11, Working with JIRA Agile Boards in JIRA Software, explains how to implement the Scrum and Kanban techniques in JIRA. The planning of your Sprints in the Scrum and various customizations that one can do on these boards is discussed in detail along with the Burndown and Velocity charts that track the progress of the project.
Chapter 12, JIRA Administration with Script Runner and CLI Add-on, introduces the add-on that administrators can install and various additional features using scripting that it brings, which helps the administrators with various customizations that were otherwise not possible.
Chapter 13, Database Access, explains how to fetch data directly from the JIRA database. This chapter has various useful queries to retrieve information from the database. The way to access data from an embedded HSSQL database is also explained.
Chapter 14, Customizing Look, Feel, and Behavior, talks about how to make extreme changes in the JIRA design using Custom Stylesheets, and also, to controlling the HTML fields using JavaScript is explained.
Chapter 15, Implementing JIRA Service Desk, explains how to configure and set up the JIRA Service Desk application to handle your Support Requests.
Chapter 16, Integrating JIRA with Common Atlassian Applications and Other Tools, gives information on connecting JIRA with confluence, SVN, and Git.
Chapter 17, JIRA Best Practices, talks about various points that JIRA administrators should keep in mind, not only before implementing JIRA, but also various practices that they should employ on an ongoing basis.
Chapter 18, Troubleshooting JIRA, covers the various ways to identify the problems in the instance. Common problems that people face in JIRA are listed in this chapter.
What you need for this book
To install and run JIRA, the following software and tools are required:
Wherever applicable, the details on obtaining this software and its usage is explained in the relevant chapters.
Who this book is for
If you are a JIRA administrator managing small to medium JIRA instances and want to learn how to manage enterprise-scale instances, then this book will help you in expanding your knowledge and equip you with advanced skills. Prior understanding of JIRA core concepts is required. Additionally, basic CSS, JavaScript, and Java understanding will be helpful.
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: "The atlas-run-standalone command is used to set up and start the JIRA instance for you."
A block of code is set as follows:
#if ($mentionable) $!rendererParams.put("mentionable", true) #if ($issue.project.key && $issue.project.key != "") $!rendererParams.put("data-projectkey", "$!issue.project.key") #end #if ($issue.key && $issue.key != "") $!rendererParams.put("data-issuekey", "$!issue.key") #end #endAny command-line input or output is written as follows:
atlas-mvn eclipse:eclipseNew 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: "In the menu bar, click on Windows | Preferences."
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
Reader feedback
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. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
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:
Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Mastering-JIRA-7-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!
Downloading the color images of this book
We also provide you with a PDF file that has color images of the screenshots/diagrams used in this book. The color images will help you better understand the changes in the output. You can download this file from http://www.packtpub.com/sites/default/files/downloads/MasteringJIRA7SecondEdition_ColorImages.pdf.
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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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. Planning Your JIRA Installation
Atlassian JIRA is a proprietary issue tracking system. It is used to track bugs, resolve issues, and manage project functions. There are many such tools available in the market, but the best thing about JIRA is that it can be easily configured and it offers a wide range of customizations. Out of the box, JIRA offers defect/bug tracking functionalities, but it can also be customized to act like a helpdesk system, a simple test management suite, or a project management system with end-to-end traceability.
This chapter offers a brief introduction to JIRA and the new features of JIRA 7, mainly the three variants JIRA Core, JIRA Software, and JIRA Service Desk. Emphasis is given to planning, installing, and setting up JIRA. After reading this chapter, you should understand how to plan your JIRA installation and ensure the longevity of its installation so that it can accommodate more users and data in the future. We will begin with a questionnaire that needs to be answered before you can deploy a JIRA instance in your company. You will learn about the system and hardware requirements to run JIRA for an enterprise. The installation procedure for Windows and Linux operating systems is discussed briefly and the setup wizard is explained in detail in this chapter.
Topics covered in this chapter include:
What is new in JIRA 7?
The much awaited JIRA 7 was released in October 2015 and it is now offered in three different application variants:
Let us discuss each one of them separately.
JIRA Core
This comprises of the base application of JIRA that you might be familiar with, of course with some new features. JIRA Core is a simplified version of JIRA features that we have been using up until the 6.x versions.
JIRA Software
This comprises of all the features of JIRA Core and JIRA Agile. From JIRA 7 onwards, JIRA Agile will no longer be offered as an add-on. You will not be able to install JIRA Agile from the marketplace.
JIRA Service Desk
This comprises of all the features of JIRA Core and JIRA Service Desk. Just like JIRA Software, JIRA Service Desk will no longer be offered as an add-on and you cannot install it from the marketplace.
This split of applications was done by Atlassian, keeping in mind the usage of JIRA in various organizations across the globe, and it makes it very simple for the companies to choose the right application suitable for their needs. However, it doesn't mean that all three applications (JIRA Core, JIRA Agile, and JIRA Service Desk) can't be used on the same instance. You can certainly buy JIRA Software and later install the JIRA Service Desk application on it.
Apart from this split, JIRA 7 brings new features such as Release Hub, with real-time status of the versions, an improved sidebar where you can add your own shortcuts, better reporting, and visibility of development tools. We will discuss and highlight these improvements in the relevant chapters in this book.
In this book, we will install JIRA Software that comes in-built with JIRA Agile, and later we will install JIRA Service Desk on top of it.
Planning your JIRA installation
There are certain points to be kept in mind before you install JIRA in the production phase and deploy it. The points that are discussed here should ideally be a part of your JIRA questionnaire, which you will prepare and fill in after discussion with the product owners and project managers. This will not only help you to plan your installation for now, but it will also give you a good idea about the future usage of the tool.
From the very beginning, start preparing the documents to store all the following information:
Generally, for best performance, most people prefer Linux-RedHat or CentOS as the first choice of distribution. The preferred database is MySQL and Postgres.
Tip
For further information on supported platforms, visit the following documentation on Atlassian at https://confluence.atlassian.com/display/JIRA/Supported+Platforms.
Installation of JIRA on Windows
JIRA can be easily installed using the automated Windows Installer. If you are using this method, there is no need to set up the JDK; the installer will configure it for you. The following are the steps to install JIRA on Windows:
