JIRA Essentials - Third Edition电子书

JIRA Essentials Third Edition

Table of Contents

JIRA Essentials Third Edition

Credits

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers, and more

Why subscribe?

Free access for Packt account holders

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 color images of this book

Errata

Piracy

Questions

1. Getting Started with JIRA

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. Project Management

The JIRA hierarchy

Project category

Project

Issue

Field

Project permissions

Creating projects

Changing the project key format

Importing data into JIRA

Importing data through CSV

Project user interfaces

Project Browser

The Summary tab

The Issues tab

The Road Map tab

The Change Log tab

The Versions and Components tab

The Source and Reviews tab

Project Administration

The Summary tab

The Components tab

Creating components

Managing components

Component lead and default assignee

The Versions tab

Creating versions

Managing versions

Other tabs

The Help Desk project

Creating a new project category

Creating a new project

Assigning a project to a category

Creating new components

Putting it together

Summary

3. 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

Enabling issue linking

Creating link types

Linking issues with other issues

Linking issues with remote contents

Issue cloning

Time tracking

Configuring time tracking

Specifying original estimates

Logging work

Issues and comments

Adding comments

Managing your comments

Permalinking a comment

Attachments

Enabling attachments in JIRA

Attaching files

Attaching screenshots

Issue types and subtasks

Creating issue types

Deleting issue types

Subtasks

Enabling subtasks

Creating subtasks

Issue type schemes

Creating issue type schemes

Issue priorities

The help desk project

Adding new issue types

Creating an issue type scheme

Putting it together

Summary

4. 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

Editing/deleting a field configuration

Copying 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

Editing/deleting a field configuration scheme

Copying a field configuration scheme

Configuring a field configuration scheme

Associating a field configuration scheme with a project

The Help Desk project

Setting up a custom field

Setting up the field configuration

Setting up a field configuration scheme

Putting it together

Summary

5. 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 Help Desk project

Setting up screens

Setting up screen schemes

Setting up issue type screen schemes

Putting it together

Summary

6. Workflows and Business Processes

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 a transition

Adding a condition to a transition

Adding a validator to a transition

Adding a post function to a transition

Updating an existing workflow

Workflow schemes

Creating a workflow scheme

Configuring a workflow scheme

Assigning an issue type to a workflow

Editing/deleting an association

Activating a workflow scheme

Extending workflow with workflow add-ons

JIRA Suite Utilities

JIRA Workflow Toolbox

JIRA Misc Workflow Extensions

Workflow Enhancer for JIRA

Script Runner

The Help Desk project

Setting up workflows

Setting up workflow schemes

Putting it together

Summary

7. E-mails and Notifications

JIRA and e-mail

Mail servers

Working with outgoing mails

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

Editing a notification scheme

Deleting a notification scheme

Copying 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

The Help Desk project

Setting up mail servers

Setting up custom events

Setting up a notification scheme

Setting up notifications

Putting it together

Summary

8. Securing JIRA

User directories

Managing 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

Editing a project role

Deleting a project role

Managing default members

Assigning project role members

JIRA permissions hierarchy

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

Editing a permission scheme

Deleting a permission scheme

Copying 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

Deleting a security level

Applying an issue security scheme

Troubleshooting permissions

Workflow security

The Help Desk project

Setting up groups

Setting up user group association

Setting up permission schemes

Setting up permissions

Putting it together

Summary

9. 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

Editing and sharing a filter

Subscribing to a filter

Deleting a filter

Changing the ownership of a filter

Reports

Generating a report

Dashboard

Managing dashboards

Creating a dashboard

Editing and sharing a dashboard

Deleting a dashboard

Configuring a dashboard

Setting a layout for the dashboard

Gadgets

Placing a gadget on the dashboard

Moving a gadget

Editing a gadget

Deleting a gadget

The Help Desk project

Setting up filters

Setting up dashboards

Setting up gadgets

Putting it together

Summary

10. JIRA Service Desk

Introducing 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 an SLA

Setting up custom calendars

Queues

Creating a new queue

Creating knowledge base articles

Summary

11. Advanced Features

JIRA Agile

Getting JIRA Agile

Starting with JIRA Agile

Working with boards

Creating a new board

Working with Scrum boards

Working with epics

Working with sprints

Working with Kanban boards

Setting up column constraints

Releasing a version

Setting JIRA Agile as the home page

Issue collector

Setting up an issue collector

Embedding the issue collector

Summary

Index