Jira 8 Administration Cookbook - Third Edition

Book description

Build customized solutions that fulfil your business requirements using the latest features of Jira 8

Key Features

  • Learn how to customize Jira applications to suit your organizational requirements
  • Extend Jira's capabilities for custom integrations with other products and services such as Slack and GitHub
  • Explore practical recipes for troubleshooting and securing your Jira instances with best practices

Book Description

Jira is a project management tool used widely by organizations to plan, track, and release software. Jira administrators are at the heart of these processes and need to know how to successfully administer and customize Jira offerings. This updated Jira 8 Administration Cookbook demonstrates how to efficiently work with Jira Core and Jira Service Desk.

The book starts with a variety of recipes to help you manage users and workflows. You'll learn how to set up custom forms and capture important data with custom fields and screens. Next, you'll gain insights into the latest email capabilities, which will assist you with everything from managing outgoing email rules to processing incoming emails for automated issue creation. Later, you'll be guided through running scripts to automate tasks, getting easy access to logs, and even working with tools to troubleshoot problems. The book will also ensure you understand how to integrate Jira with Slack, set up SSO with Google, and delegate administrator permissions. Finally, a dedicated section on Jira Service Desk will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with Service Level Agreement (SLA).

By the end of this book, you'll have the skills you need to extend and customize your Jira implementation effectively.

What you will learn

  • Learn how to delegate administrator permissions effectively
  • Gain insights into integrating Jira with Bitbucket Cloud and GitHub
  • Explore ways to collaborate with your internal teams on service requests
  • Understand how to add permissions to fields
  • Learn how to set up SSO with Google
  • Discover how to copy over configuration settings between Jira instances

Who this book is for

This book is for administrators who are looking to customize, support, and maintain Jira for their organizations. A good understanding of Jira's core concepts is a must to make the most out of this book. For certain recipes, some knowledge of HTML, CSS, JavaScript, and basic programming will also be helpful.

Downloading the example code for this ebook: You can download the example code files for this ebook on GitHub at the following link: https://github.com/PacktPublishing/Jira-8-Administration-Cookbook-Third-Edition. If you require support please email: customercare@packt.com

Table of contents

  1. Title Page
  2. Copyright and Credits
    1. Jira 8 Administration Cookbook Third Edition
  3. About Packt
    1. Why subscribe?
  4. Contributors
    1. About the author
    2. About the reviewers
    3. Packt is searching for authors like you
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Sections
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    5. Get in touch
      1. Reviews
  6. Jira Server Administration
    1. Installing Jira for production use
      1. Getting ready
      2. How to do it...
      3. There's more...
    2. Upgrading Jira with an installer
      1. Getting ready
      2. How to do it...
      3. See also
    3. Upgrading Jira manually
      1. Getting ready
      2. How to do it...
      3. How it works...
    4. Migrating Jira to another environment
      1. Getting ready
      2. How to do it...
    5. Setting up the context path for Jira
      1. How to do it...
    6. Setting up SSL
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    7. Installing SSL certificates from other applications
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Resetting the Jira administrator password
      1. Getting ready
      2. How to do it...
      3. How it works...
    9. Importing data from CSV
      1. Getting ready
      2. How to do it...
      3. There's more...
    10. Copying configuration settings between Jira instances
      1. Getting ready
      2. How to do it...
  7. Customizing Jira for Your Projects
    1. Setting up different issue types for projects
      1. How to do it...
    2. Making a field required
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    3. Making the Assignee field required
      1. Getting ready
      2. How to do it...
    4. Hiding a field from view
      1. How to do it...
      2. There's more...
    5. Creating a new field configuration
      1. How to do it...
    6. Setting up customized screens for your project
      1. How to do it...
      2. How it works...
    7. Removing a select list's None option
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Adding help tips to custom fields
      1. How to do it...
      2. How it works...
      3. There's more...
      4. See also
    9. Using JavaScript with custom fields
      1. Getting ready
      2. How to do it...
      3. How it works...
    10. Setting default values for fields
      1. Getting ready
      2. How to do it...
      3. How it works...
    11. Adding permission to fields
      1. Getting ready
      2. How to do it...
    12. Creating your own custom field types
      1. Getting ready
      2. How to do it...
      3. How it works...
  8. Jira Workflows
    1. Setting up different workflows for your project
      1. How to do it...
    2. Capturing additional information during workflow transitions
      1. Getting ready
      2. How to do it...
    3. Using common transitions
      1. How to do it...
      2. See also
    4. Using global transitions
      1. Getting ready
      2. How to do it...
      3. See also
    5. Restricting the availability of workflow transitions
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    6. Validating user input in workflow transitions
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Performing additional processing after a transition is executed
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Reacting to events coming from outside of Jira
      1. Getting ready
      2. How to do it...
    9. Rearranging the workflow transition bar
      1. How to do it...
      2. How it works...
      3. There's more...
    10. Restricting the resolution values in a transition
      1. How to do it...
      2. There's more...
    11. Preventing issue updates in selected statuses
      1. How to do it...
    12. Making a field required during a workflow transition
      1. Getting ready
      2. How to do it...
    13. Creating custom workflow transition logic
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
  9. User Management
    1. Creating and importing multiple users
      1. Getting ready
      2. How to do it...
      3. How it works...
    2. Enabling public user signup
      1. How to do it...
      2. How it works...
      3. There's more...
    3. Managing groups and group memberships
      1. How to do it...
      2. There's more...
    4. Managing project roles
      1. How to do it...
    5. Managing default project role memberships
      1. How to do it...
      2. How it works...
    6. Deactivating a user
      1. How to do it...
    7. Integrating and importing users from LDAP
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    8. Integrating with LDAP for authentication only
      1. Getting ready
      2. How to do it...
      3. How it works...
    9. Integrating with Atlassian Crowd
      1. Getting ready
      2. How to do it...
      3. See also
    10. Setting up a single sign-on functionality with Crowd
      1. Getting ready
      2. How to do it...
    11. Setting up a single sign-on with Google
      1. Getting ready
      2. How to do it...
    12. Setting up a Windows domain single sign-on
      1. Getting ready
      2. How to do it...
  10. Jira Security
    1. Granting access to Jira
      1. How to do it...
      2. How it works...
      3. There's more...
    2. Granting Jira System Administrator access
      1. How to do it...
      2. How it works...
    3. Controlling access to a project
      1. Getting ready
      2. How to do it...
      3. How it works...
    4. Controlling access to Jira issue operations
      1. Getting ready
      2. How to do it...
      3. There's more...
    5. Allowing users to control permissions
      1. How to do it...
      2. How it works...
    6. Delegating administrator permissions
      1. How to do it...
      2. How it works...
    7. Restricting access to projects based on reporter permissions
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    8. Setting up password policies
      1. How to do it...
      2. How it works...
      3. There's more...
    9. Capturing electronic signatures for changes
      1. Getting ready
      2. How to do it...
      3. How it works...
    10. Changing the duration of the remember me cookies
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    11. Changing the default session timeout
      1. Getting ready
      2. How to do it...
      3. How it works...
  11. Emails and Notifications
    1. Setting up an outgoing mail server
      1. Getting ready
      2. How to do it...
    2. Sending emails to users from Jira
      1. Getting ready
      2. How to do it...
    3. Sending notifications for issue updates
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    4. Sending notifications with custom templates
      1. How to do it...
      2. How it works...
    5. Disabling outgoing notifications
      1. How to do it...
    6. Creating mail handlers to process incoming emails
      1. Getting ready
      2. How to do it...
      3. How it works...
    7. Using email to update Jira issues
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Setting up a project-specific From email address
      1. How to do it...
  12. Integrations with Jira
    1. Integrating Jira with Confluence
      1. Getting ready
      2. How to do it...
      3. How it works...
    2. Integrating Jira with other Jira instances
      1. How to do it...
      2. How it works...
    3. Integrating Jira with Bamboo for build management
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    4. Integrating Jira with Bitbucket Server
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There is more...
    5. Integrating Jira with Bitbucket Cloud and GitHub
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    6. Integrating Jira with Slack
      1. Getting ready
      2. How to do it...
    7. Integrating Jira with Google Drive
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    8. Using Jira webhooks
      1. How to do it...
      2. How it works...
      3. There's more...
    9. Using the Jira REST API
      1. How to do it...
      2. How it works...
      3. There's more...
  13. Jira Troubleshooting and Administration
    1. Troubleshooting notifications
      1. How to do it...
      2. How it works...
      3. There's more...
    2. Troubleshooting permissions
      1. How to do it...
      2. How it works...
    3. Troubleshooting field configurations
      1. How to do it...
      2. How it works...
    4. Running Jira in safe mode
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    5. Importing data from other issue trackers
      1. How to do it...
      2. How it works...
      3. There's more...
    6. Automating tasks in Jira
      1. Getting ready
      2. How to do it...
      3. How it works...
    7. Running scripts in Jira
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Switching user sessions in Jira
      1. Getting ready
      2. How to do it...
      3. How it works...
    9. Working with Jira from the command line
      1. Getting ready
      2. How to do it...
      3. How it works...
    10. Viewing Jira logs online
      1. Getting ready
      2. How to do it...
      3. How it works...
    11. Managing shared filters and dashboards
      1. How to do it...
      2. There's more...
  14. Jira Service Desk
    1. Customizing the look and feel of your support portal
      1. How to do it...
      2. How it works...
    2. Capturing the right information for service requests from your customers
      1. How to do it...
      2. How it works...
    3. Setting up a knowledge base for your customers
      1. How to do it...
      2. How it works...
    4. Collaborating with your internal teams on service requests
      1. How to do it...
      2. How it works...
    5. Tracking and evaluating performance with an SLA
      1. How to do it...
      2. How it works...
  15. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think

Product information

  • Title: Jira 8 Administration Cookbook - Third Edition
  • Author(s): Patrick Li
  • Release date: June 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838558123