JIRA 7 Essentials - Fourth Edition电子书

JIRA 7 Essentials - Fourth Edition

JIRA 7 Essentials - Fourth Edition

Credits

About the Author

About the Reviewer

www.PacktPub.com

Why subscribe?

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Getting Started with JIRA

JIRA Core, JIRA Software, and JIRA Service Desk

The JIRA architecture

High-level architecture

Web browsers

Application services

Data storage

The JIRA installation directory

The JIRA home directory

System requirements

Hardware requirements

Software requirements

Operating systems

Java platforms

Databases

Application servers

Installation options

Installing and configuring JIRA

Installing Java

Installing MySQL

Preparing MySQL for JIRA

Installing JIRA

Obtaining and installing JIRA

Installing MySQL driver

The JIRA setup wizard

Starting and stopping JIRA

Post-installation configurations

Increasing JIRA's memory

Changing JIRA's port number and context path

Configuring HTTPS

Summary

2. Using JIRA for Business Projects

Understanding project types

Business projects

JIRA permissions

Creating projects

Changing the project key format

Project user interfaces

Project browser

The Summary tab

The Issues tab

The Versions and Components tabs

The Project Administration interface

The Summary tab

The Components tab

Creating components

The component lead and a default assignee

The Versions tab

Creating versions

Managing versions

Other tabs

Importing data into JIRA

Importing data through CSV

The HR project

Creating a new project

Creating new components

Putting it together

Summary

3. Using JIRA for Agile Projects

Scrum and Kanban

Scrum

Kanban

Running a project with Scrum

Creating a Scrum project

Working with the backlog

Prioritizing and estimating work

Creating a new sprint

Running through a sprint

Running a project with Kanban

Creating a Kanban project

Using the Kanban board

Configuring agile boards

Configuration columns

Setting up column constraints

Configuring swimlanes

Defining quick filters

Creating new agile board for project

Including multiple projects on a board

Summary

4. Issue Management

Understanding issues

JIRA issue summary

Working with issues

Creating an issue

Editing an issue

Deleting an issue

Moving an issue between projects

Casting a vote on an issue

Receiving notifications on an issue

Assigning issues to users

Sharing issues with other users

Issue linking

Linking issues with other issues

Linking issues with remote contents

Issue cloning

Time tracking

Specifying original estimates

Logging work

Issues and comments

Adding comments

Permalinking a comment

Attachments

Attaching files

Attaching screenshots

Issue types and subtasks

Creating issue types

Deleting issue types

Subtasks

Creating subtasks

Issue type schemes

Adding issue types to an issue type scheme

Issue priorities

The HR project

Adding new issue types

Updating the issue type scheme

Putting it together

Summary

5. Field Management

Built-in fields

Custom fields

Custom field types

Standard fields

Advanced fields

Searchers

Custom field context

Managing custom fields

Adding a custom field

Editing/deleting a custom field

Configuring a custom field

Adding custom field contexts

Configuring select options

Setting default values

Field configuration

Adding a field configuration

Managing field configurations

Field description

Field requirement

Field visibility

Field rendering

Screens

Field configuration scheme

Managing field configuration schemes

Adding a field configuration scheme

Configuring a field configuration scheme

Associating a field configuration scheme with a project

The HR project

Setting up a custom field

Setting up the field configuration

Setting up a field configuration scheme

Putting it together

Summary

6. Screen Management

JIRA and screens

Working with screens

Adding a new screen

Editing/deleting a screen

Copying a screen

Configuring screens

Adding a field to a screen

Deleting a field from a screen

Using screen tabs

Adding a tab to a screen

Editing/deleting a tab

Working with screen schemes

Adding a screen scheme

Editing/deleting a screen scheme

Copying a screen scheme

Configuring a screen scheme

Associating screens to issue operations

Editing/deleting an association

Issue type screen scheme

Adding an issue type screen scheme

Editing/deleting an issue type screen scheme

Copying an issue type screen scheme

Configuring an issue type screen scheme

Associating issue types to screen schemes

Editing/deleting an association

Associating an issue type screen scheme with a project

The HR project

Setting up screens

Setting up screen schemes

Setting up issue type screen schemes

Putting it together

Summary

7. Workflow and Business Process

Mapping business processes

Understanding workflows

Managing workflows

Issue statuses

Transitions

Triggers

Conditions

Validators

Post functions

Using the workflow designer

Authoring a workflow

Adding a trigger to transitions

Adding a condition to transitions

Adding a validator to transitions

Adding a post function to transitions

Updating an existing workflow

Workflow schemes

Creating a workflow scheme

Configuring a workflow scheme

Assigning an issue type to a workflow

Editing or deleting an association

Applying a workflow scheme to projects

Extending workflow with workflow add-ons

JIRA Suite Utilities

JIRA Workflow Toolbox

JIRA Misc Workflow Extensions

Workflow Enhancer for JIRA

Script Runner

The HR project

Setting up workflows

Applying the workflow

Putting it together

Summary

8. E-mails and Notifications

JIRA and e-mail

Mail servers

Working with outgoing mail

Adding an outgoing mail server

Disabling outgoing mail

Enabling SMTP over SSL

Sending a test e-mail

Mail queues

Viewing the mail queue

Flushing the mail queue

Manually sending e-mails

Events

Adding a mail template

Adding a custom event

Firing a custom event

Notifications

The notification scheme

Adding a notification scheme

Deleting a notification scheme

Managing a notification scheme

Adding a notification

Deleting a notification

Assigning a notification scheme

Troubleshooting notifications

Incoming e-mails

Adding an incoming mail server

Mail handlers

Creating a new issue or adding a comment to an existing issue

Adding a comment with the entire e-mail body

Adding a comment from the non-quoted e-mail body

Creating a new issue from each e-mail message

Adding a comment before a specified marker or separator in the e-mail body

Adding a mail handler

Editing and deleting a mail handler

Advanced mail handler

The HR project

Setting up mail servers

Updating workflow post functions

Setting up a notification scheme

Setting up notifications

Putting it together

Summary

9. Securing JIRA

User directories

Connecting to LDAP

Users

User browser

Adding a user

Enabling public signup

Enabling CAPTCHA

Groups

Group browser

Adding a group

Editing group memberships

Deleting a group

Project roles

Project role browser

Adding a project role

Managing default members

Assigning project role members

JIRA permissions hierarchy

Application access

Global permissions

JIRA System Administrator versus JIRA Administrator

Configuring global permissions

Granting global permissions

Revoking global permissions

Project permissions

Permission schemes

Adding a permission scheme

Configuring a permission scheme

Granting a permission

Revoking a permission

Applying a permission scheme

Issue security

Issue security scheme

Adding an issue security scheme

Configuring an issue security scheme

Adding a security level

Assigning users to a security level

Setting a default security level

Applying an issue security scheme

Troubleshooting permissions

Workflow security

The HR project

Setting up groups

Setting up user group association

Setting up permission schemes

Setting up permissions

Putting it together

Summary

10. Searching, Reporting, and Analysis

Search interface and options in JIRA

Issue navigator

Basic search

Advanced search with JQL

Quick search

Working with search results

Switching result views

Exporting search results

Customizing the column layout

Sharing search results

Filters

Creating a filter

Managing filters

Sharing a filter

Subscribing to a filter

Deleting a filter

Changing the ownership of a filter

Reports

Generating a report

Dashboards

Managing dashboards

Creating a dashboard

Configuring a dashboard

Setting a layout for the dashboard

Changing the ownership of a dashboard

Gadgets

Placing a gadget on the dashboard

Moving a gadget

Editing a gadget

Deleting a gadget

The HR project

Setting up filters

Setting up dashboards

Setting up gadgets

Putting it together

Summary

11. JIRA Service Desk

JIRA Service Desk

Installing JIRA Service Desk

Getting started with JIRA Service Desk

Creating a new service desk

Branding your customer portal

Service desk users

Adding an agent to service desk

Adding a customer to service desk

Adding a collaborator to service desk

Request types

Setting up request types

Organizing request types into groups

Setting up fields

Setting up workflow

Service-level agreement

Setting up SLA

Setting up custom calendars

Queues

Creating a new queue

Creating knowledge base articles

Process automation

Summary