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JIRA 7 Essentials - Fourth Edition

Book Description

Explore the great features of the all-new JIRA 7 to manage projects and effectively handle bugs and software issues

About This Book

  • Updated for JIRA 7, this book covers all the new features introduced in JIRA 7 with a dedicated chapter on JIRA Service Desk—one of the biggest new add-ons to JIRA
  • This book lays a strong foundation to work with agile projects in JIRA from both the administrator and end user's perspective
  • Work through step-by-step exercises at the end of each chapter for you to try out and reinforce your skills

Who This Book Is For

This book will be especially useful for project managers but it's also intended for other JIRA users, including developers, and any other industry besides software development, who would like to leverage JIRA’s powerful task management and workflow features to better manage their business processes.

What You Will Learn

  • Understand JIRA's data hierarchy and how to design and work with projects in JIRA
  • Plan and set up a new JIRA 7 instance from scratch for production use
  • Using JIRA for agile software projects, business process management, customer service support, and more
  • Understand issues and work with them
  • Design both system and custom fields to behave differently under different contexts
  • Create and design your own screens and apply them to different project and issue types
  • Gain an understanding of the workflow and its various components
  • Set up both incoming and outgoing mail servers to work with e-mails

In Detail

Atlassian JIRA is an enterprise-issue tracker system. One of its key strengths is its ability to adapt to the needs of the organization, ranging from building Atlassian application interfaces to providing a platform for add-ons to extend JIRA's capabilities.

JIRA 7 Essentials, now in its fourth edition, provides a comprehensive explanation covering all major components of JIRA 7, which includes JIRA Software, JIRA Core, and JIRA Service Works.

The book starts by explaining how to plan and set up a new JIRA 7 instance from scratch for production use before moving on to the more key features such as e-mails, workflows, business processes, and so on. Then you will understand JIRA's data hierarchy and how to design and work with projects in JIRA.

Issues being the corner stone of using JIRA, you will gain a deep understanding of issues and their purpose. Then you will be introduced to fields and how to use custom fields for more effective data collections. You will then learn to create new screens from scratch and customize it to suit your needs. The book then covers workflows and business processes, and you will also be able to set up both incoming and outgoing mail servers to work with e-mails. Towards the end, we explain JIRA's security model and introduce you to one of JIRA’s new add-ons: JIRA Service Desk, which allows you to run JIRA as a computer support portal.

Style and approach

This is a comprehensive, practical guide on using JIRA to efficiently manage all your projects. It provides clear, step-by-step explanations, and shows how you can use the various features of JIRA to manage your projects more efficiently.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased 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 code file.

Table of Contents

  1. JIRA 7 Essentials - Fourth Edition
    1. JIRA 7 Essentials - Fourth Edition
    2. Credits
    3. About the Author
    4. About the Reviewer
    5. www.PacktPub.com
      1. Why subscribe?
    6. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. Getting Started with JIRA
      1. JIRA Core, JIRA Software, and JIRA Service Desk
      2. The JIRA architecture
        1. High-level architecture
          1. Web browsers
          2. Application services
          3. Data storage
        2. The JIRA installation directory
        3. The JIRA home directory
      3. System requirements
        1. Hardware requirements
        2. Software requirements
          1. Operating systems
          2. Java platforms
          3. Databases
          4. Application servers
      4. Installation options
      5. Installing and configuring JIRA
        1. Installing Java
        2. Installing MySQL
        3. Preparing MySQL for JIRA
        4. Installing JIRA
          1. Obtaining and installing JIRA
          2. Installing MySQL driver
          3. The JIRA setup wizard
          4. Starting and stopping JIRA
      6. Post-installation configurations
        1. Increasing JIRA's memory
        2. Changing JIRA's port number and context path
        3. Configuring HTTPS
      7. Summary
    8. 2. Using JIRA for Business Projects
      1. Understanding project types
        1. Business projects
      2. JIRA permissions
      3. Creating projects
        1. Changing the project key format
      4. Project user interfaces
      5. Project browser
        1. The Summary tab
        2. The Issues tab
        3. The Versions and Components tabs
      6. The Project Administration interface
        1. The Summary tab
        2. The Components tab
          1. Creating components
          2. The component lead and a default assignee
        3. The Versions tab
          1. Creating versions
          2. Managing versions
        4. Other tabs
      7. Importing data into JIRA
        1. Importing data through CSV
      8. The HR project
        1. Creating a new project
        2. Creating new components
        3. Putting it together
      9. Summary
    9. 3. Using JIRA for Agile Projects
      1. Scrum and Kanban
        1. Scrum
        2. Kanban
      2. Running a project with Scrum
        1. Creating a Scrum project
        2. Working with the backlog
          1. Prioritizing and estimating work
        3. Creating a new sprint
        4. Running through a sprint
      3. Running a project with Kanban
        1. Creating a Kanban project
        2. Using the Kanban board
      4. Configuring agile boards
        1. Configuration columns
        2. Setting up column constraints
        3. Configuring swimlanes
        4. Defining quick filters
      5. Creating new agile board for project
      6. Including multiple projects on a board
      7. Summary
    10. 4. Issue Management
      1. Understanding issues
      2. JIRA issue summary
      3. Working with issues
        1. Creating an issue
        2. Editing an issue
        3. Deleting an issue
        4. Moving an issue between projects
        5. Casting a vote on an issue
        6. Receiving notifications on an issue
        7. Assigning issues to users
        8. Sharing issues with other users
      4. Issue linking
        1. Linking issues with other issues
        2. Linking issues with remote contents
      5. Issue cloning
      6. Time tracking
        1. Specifying original estimates
        2. Logging work
      7. Issues and comments
        1. Adding comments
        2. Permalinking a comment
      8. Attachments
        1. Attaching files
        2. Attaching screenshots
      9. Issue types and subtasks
        1. Creating issue types
        2. Deleting issue types
      10. Subtasks
        1. Creating subtasks
      11. Issue type schemes
        1. Adding issue types to an issue type scheme
      12. Issue priorities
      13. The HR project
        1. Adding new issue types
        2. Updating the issue type scheme
        3. Putting it together
      14. Summary
    11. 5. Field Management
      1. Built-in fields
      2. Custom fields
      3. Custom field types
        1. Standard fields
        2. Advanced fields
      4. Searchers
      5. Custom field context
      6. Managing custom fields
        1. Adding a custom field
        2. Editing/deleting a custom field
        3. Configuring a custom field
        4. Adding custom field contexts
        5. Configuring select options
        6. Setting default values
      7. Field configuration
        1. Adding a field configuration
        2. Managing field configurations
        3. Field description
        4. Field requirement
        5. Field visibility
        6. Field rendering
      8. Screens
      9. Field configuration scheme
        1. Managing field configuration schemes
        2. Adding a field configuration scheme
        3. Configuring a field configuration scheme
        4. Associating a field configuration scheme with a project
      10. The HR project
        1. Setting up a custom field
        2. Setting up the field configuration
        3. Setting up a field configuration scheme
        4. Putting it together
      11. Summary
    12. 6. Screen Management
      1. JIRA and screens
      2. Working with screens
        1. Adding a new screen
        2. Editing/deleting a screen
        3. Copying a screen
        4. Configuring screens
          1. Adding a field to a screen
          2. Deleting a field from a screen
      3. Using screen tabs
        1. Adding a tab to a screen
        2. Editing/deleting a tab
      4. Working with screen schemes
        1. Adding a screen scheme
        2. Editing/deleting a screen scheme
        3. Copying a screen scheme
        4. Configuring a screen scheme
        5. Associating screens to issue operations
        6. Editing/deleting an association
      5. Issue type screen scheme
        1. Adding an issue type screen scheme
        2. Editing/deleting an issue type screen scheme
        3. Copying an issue type screen scheme
        4. Configuring an issue type screen scheme
        5. Associating issue types to screen schemes
        6. Editing/deleting an association
      6. Associating an issue type screen scheme with a project
      7. The HR project
        1. Setting up screens
        2. Setting up screen schemes
        3. Setting up issue type screen schemes
        4. Putting it together
      8. Summary
    13. 7. Workflow and Business Process
      1. Mapping business processes
      2. Understanding workflows
      3. Managing workflows
        1. Issue statuses
        2. Transitions
        3. Triggers
        4. Conditions
        5. Validators
        6. Post functions
      4. Using the workflow designer
      5. Authoring a workflow
        1. Adding a trigger to transitions
        2. Adding a condition to transitions
        3. Adding a validator to transitions
        4. Adding a post function to transitions
      6. Updating an existing workflow
      7. Workflow schemes
        1. Creating a workflow scheme
        2. Configuring a workflow scheme
        3. Assigning an issue type to a workflow
        4. Editing or deleting an association
      8. Applying a workflow scheme to projects
      9. Extending workflow with workflow add-ons
        1. JIRA Suite Utilities
        2. JIRA Workflow Toolbox
        3. JIRA Misc Workflow Extensions
        4. Workflow Enhancer for JIRA
        5. Script Runner
      10. The HR project
        1. Setting up workflows
        2. Applying the workflow
        3. Putting it together
      11. Summary
    14. 8. E-mails and Notifications
      1. JIRA and e-mail
      2. Mail servers
      3. Working with outgoing mail
        1. Adding an outgoing mail server
        2. Disabling outgoing mail
        3. Enabling SMTP over SSL
        4. Sending a test e-mail
      4. Mail queues
        1. Viewing the mail queue
        2. Flushing the mail queue
      5. Manually sending e-mails
      6. Events
        1. Adding a mail template
        2. Adding a custom event
        3. Firing a custom event
      7. Notifications
      8. The notification scheme
        1. Adding a notification scheme
        2. Deleting a notification scheme
        3. Managing a notification scheme
          1. Adding a notification
          2. Deleting a notification
        4. Assigning a notification scheme
      9. Troubleshooting notifications
      10. Incoming e-mails
        1. Adding an incoming mail server
        2. Mail handlers
          1. Creating a new issue or adding a comment to an existing issue
          2. Adding a comment with the entire e-mail body
          3. Adding a comment from the non-quoted e-mail body
          4. Creating a new issue from each e-mail message
          5. Adding a comment before a specified marker or separator in the e-mail body
        3. Adding a mail handler
        4. Editing and deleting a mail handler
        5. Advanced mail handler
      11. The HR project
        1. Setting up mail servers
        2. Updating workflow post functions
        3. Setting up a notification scheme
        4. Setting up notifications
        5. Putting it together
      12. Summary
    15. 9. Securing JIRA
      1. User directories
        1. Connecting to LDAP
      2. Users
      3. User browser
        1. Adding a user
        2. Enabling public signup
        3. Enabling CAPTCHA
      4. Groups
        1. Group browser
        2. Adding a group
        3. Editing group memberships
        4. Deleting a group
      5. Project roles
        1. Project role browser
        2. Adding a project role
        3. Managing default members
        4. Assigning project role members
      6. JIRA permissions hierarchy
      7. Application access
      8. Global permissions
        1. JIRA System Administrator versus JIRA Administrator
        2. Configuring global permissions
        3. Granting global permissions
        4. Revoking global permissions
      9. Project permissions
      10. Permission schemes
        1. Adding a permission scheme
        2. Configuring a permission scheme
          1. Granting a permission
          2. Revoking a permission
        3. Applying a permission scheme
      11. Issue security
      12. Issue security scheme
        1. Adding an issue security scheme
        2. Configuring an issue security scheme
          1. Adding a security level
          2. Assigning users to a security level
          3. Setting a default security level
        3. Applying an issue security scheme
      13. Troubleshooting permissions
      14. Workflow security
      15. The HR project
        1. Setting up groups
        2. Setting up user group association
        3. Setting up permission schemes
        4. Setting up permissions
        5. Putting it together
      16. Summary
    16. 10. Searching, Reporting, and Analysis
      1. Search interface and options in JIRA
      2. Issue navigator
      3. Basic search
      4. Advanced search with JQL
      5. Quick search
      6. Working with search results
        1. Switching result views
        2. Exporting search results
        3. Customizing the column layout
        4. Sharing search results
      7. Filters
        1. Creating a filter
        2. Managing filters
        3. Sharing a filter
        4. Subscribing to a filter
        5. Deleting a filter
        6. Changing the ownership of a filter
      8. Reports
        1. Generating a report
      9. Dashboards
        1. Managing dashboards
        2. Creating a dashboard
        3. Configuring a dashboard
          1. Setting a layout for the dashboard
        4. Changing the ownership of a dashboard
      10. Gadgets
        1. Placing a gadget on the dashboard
        2. Moving a gadget
        3. Editing a gadget
        4. Deleting a gadget
      11. The HR project
        1. Setting up filters
        2. Setting up dashboards
        3. Setting up gadgets
        4. Putting it together
      12. Summary
    17. 11. JIRA Service Desk
      1. JIRA Service Desk
      2. Installing JIRA Service Desk
      3. Getting started with JIRA Service Desk
        1. Creating a new service desk
      4. Branding your customer portal
      5. Service desk users
        1. Adding an agent to service desk
        2. Adding a customer to service desk
        3. Adding a collaborator to service desk
      6. Request types
      7. Setting up request types
        1. Organizing request types into groups
      8. Setting up fields
      9. Setting up workflow
      10. Service-level agreement
        1. Setting up SLA
        2. Setting up custom calendars
      11. Queues
        1. Creating a new queue
      12. Creating knowledge base articles
      13. Process automation
      14. Summary