JIRA 6.x Administration Cookbook
By Patrick Li
()
About this ebook
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.
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JIRA 6.x Administration Cookbook - Patrick Li
Table of Contents
JIRA 6.x Administration Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
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Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
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…
There's more…
Resetting the JIRA administrator password
Getting ready
How to do it…
How it works…
Generating test data in JIRA
Getting ready
How to do it…
How it works…
Anonymizing JIRA exports
Getting ready
How to do it…
How it works…
2. Fields and Screens
Introduction
Creating a new custom field
How to do it…
See also
Creating separate select options for different projects
How to do it…
How it works…
There's more…
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…
Creating a new screen
How to do it…
How it works…
Removing the 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 custom field with custom logic
Getting ready
How to do it…
How it works…
3. JIRA Workflows
Introduction
Creating a new workflow
How to do it…
Adding screens to 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…
Sharing workflows with workflow bundles
Getting ready
How to do it…
There's more…
4. User Management
Introduction
Creating a new user
How to do it…
Inviting a new user to sign up
Getting ready
How to do it…
How it works…
Enabling a public user sign up
How to do it…
How it works…
There's more…
Managing groups and group membership
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
Integrating with another JIRA instance for user information
Getting ready
How to do it…
See also
Enabling JIRA as a user repository
How to do it…
How it works…
Setting up 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…
Setting up issue-level 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…
Creating custom events
How to do it…
How it works…
Creating custom e-mail templates
How to do it…
How it works…
There's more…
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 address
How to do it…
7. Integrating with JIRA
Introduction
Integrating Atlassian applications via application links
How to do it…
How it works…
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 Stash
Getting ready
How to do it…
How it works…
Integrating JIRA with Bitbucket and GitHub
Getting ready
How to do it…
How it works…
There's more…
Integrating JIRA with HipChat
Getting ready
How to do it…
How it works…
There's more…
Creating navigation links with other applications
How to do it…
How it works…
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…
8. JIRA Administration
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…
Importing data from CSV
How to do it…
Checking data integrity in JIRA
Getting ready
How to do it…
How it works…
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…
Tracking configuration changes
How to do it…
How it works…
9. JIRA Customizations
Introduction
Creating new issue types
How to do it…
Setting up different issue types for projects
Getting ready
How to do it…
Creating new resolutions
How to do it…
There's more…
Creating new priorities
How to do it…
Adding language support for the JIRA interface
Getting ready…
How to do it…
How it works…
Using the InProduct translation
Getting ready…
How to do it…
How it works...
There's more…
Translating JIRA contents
How to do it…
There's more…
Cloning JIRA projects
Getting ready…
How to do it…
How it works…
Migrating JIRA configurations
Getting ready
How to do it…
Creating announcements in JIRA
How to do it…
There's more…
Managing shared filters and dashboards in JIRA
How to do it…
Index
JIRA 6.x Administration Cookbook
JIRA 6.x Administration Cookbook
Copyright © 2014 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
Production reference: 1030714
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78217-686-2
www.packtpub.com
Cover image by Michal Jasej (<milak6@wp.pl>)
Credits
Author
Patrick Li
Reviewers
Ed Letifov
Felix Martineau
Ravi Sagar
Mizan Ali Sayed
Commissioning Editor
Vinay Argekar
Acquisition Editor
Vinay Argekar
Content Development Editor
Rikshith Shetty
Technical Editors
Shubhangi H. Dhamgaye
Humera Shaikh
Ritika Singh
Copy Editors
Sarang Chari
Mradula Hegde
Project Coordinators
Melita Lobo
Wendell Palmer
Proofreaders
Simran Bhogal
Ameesha Green
Paul Hindle
Indexers
Rekha Nair
Tejal Soni
Production Coordinators
Kyle Albuquerque
Conidon Miranda
Cover Work
Kyle Albuquerque
About the Author
Patrick Li is the co-founder of, and a senior engineer at, AppFusions. AppFusions is one of the leading Atlassian experts specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, Box, and SugarCRM.
Patrick has worked in the Atlassian ecosystem for over nine years, developing products and solutions for the Atlassian platform and providing expert consulting services. He has authored numerous books and video courses covering JIRA 4, 5, and 6.
He has extensive experience in designing and deploying Atlassian solutions from the ground up and customizing existing deployments for clients across various industries, such as healthcare, software engineering, financial services, and government agencies.
I would like to thank my wife, Katherine, who has supported and encouraged me along the way, especially while adapting to our new life in San Francisco. I would also like to thank all the reviewers for their valuable feedback, and also the publishers/coordinators for their help in making this book happen.
About the Reviewers
Ed Letifov, Atlassian Expert, has been in IT for 17 years.
Originally from Russia, though born in the last decade of the Soviet Union era, he's been moving around for the last 14 years, has been employed by various international companies, and has worked with clients on five different continents.
His first encounter with JIRA was in 2003, and he still remembers shaking hands with the Atlassian founding fathers at the time when Atlassian was a cute, small start-up down under
ready to take on the world.
Atlassian was and remains one of the very few companies he has worked for for any length of time, if only he hadn't discovered New Zealand.
He is the co-founder of TechTime Initiative Group—an accredited Atlassian Expert in New Zealand. Through their TurningRight Service for all products Atlassian
, he provides support, maintenance, implementation, and custom development services to the government, educational institutions, and commercial organizations in New Zealand and worldwide.
Ed's favorite activity is problem solving and solution design. His endless personal quest is for a product he can identify with
, and he's been looking for it in the fields of automatic personal task planning and voice-driven programming.
He mixes this quest with volunteering at various community organizations, playing basketball and bass guitar (usually not at the same time), and writing poetry (whenever inspiration strikes).
In a world of search engines, wikis, and instant knowledge of dubious quality, he still loves the feel of a good book in his hand.
Ed can be contacted at LinkedIn (http://nz.linkedin.com/in/edletifov/), LiveJournal (http://techtime.livejournal.com/), or through his company websites—TurningRight (http://turningright.co.nz) and TechTime (http://techtime.co.nz).
Felix Martineau runs the Atlassian Practice at TechSolCom and has a rare blend of deep IT expertise, people skills, and business acumen. While he thinks of himself as a jack-of-all-trades, he has developed world-class JIRA expertise. A recognized player in the Atlassian community, Felix is a regular contributor to top JIRA plugins and has been involved with several JIRA books.
Felix started using JIRA in 2007, and what started out as purely technical expertise evolved into Business Process Management, Enterprise Collaboration, Application Lifecycle Management, Agile Methodology, change management, and personal productivity. Nowadays, he works to bring JIRA outside of IT and make it a household name for business users. A confessed self-improvement geek, Felix is always looking for ways to improve and take on new challenges.
I want to thank the people at Packt for giving me the opportunity to review this book; it's been a pleasure!
I would also like to thank my girlfriend, Genevieve, for her unwavering support, and everybody who is on my team: friends, colleagues, mentors, and of course, my family.
Ravi Sagar is a Drupal and JIRA expert with over 11 years of experience in Web Development and Business Analysis. He has done extensive work implementing and customizing big JIRA instances for Issue and Project Tracking, Test Management with JIRA, 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 in Drupal and JIRA/Agile.
He also writes a lot about technology and entrepreneurship on his blog, www.ravisagar.in, and loves photography and running marathons.
You can connect with him at http://www.linkedin.com/in/ravisagar or e-mail him at
Mizan Ali Sayed works as an Atlassian tools specialist