JIRA 7 Administration Cookbook - Second Edition
By Patrick Li
()
About this ebook
- Make JIRA adapt to your organization and process flow
- Gather and display the right information from users with customized forms and layouts
- Extend the capabilities of JIRA with add-ons, scripts, and integrations with other popular applications and cloud platforms
- Use JIRA Service Desk as a customer service support portal
This book is for administrators who customize, support, and maintain JIRA for their organization.
Patrick Li
Patrick Li is the co-founder and senior engineer of AppFusions. AppFusions is the leading Atlassian partner, specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, Box, SugarCRM, and more. He has worked in the Atlassian ecosystem for over five years, developing products and solutions for the Atlassian platform, 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, and customizing existing deployments for clients across verticals such as healthcare, software engineering, financial services, and government agencies.
Read more from Patrick Li
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JIRA 7 Administration Cookbook - Second Edition - Patrick Li
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
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78588-844-1
www.packtpub.com
Credits
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