book

Jira 8 Essentials - Sixth Edition

by Patrick Li

October 2022

Intermediate to advanced

412 pages

9h 54m

English

Packt Publishing

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Who this book is forWhat this book coversTo get the most out of this bookDownload the color imagesConventions usedGet in touchShare Your ThoughtsDownload a free PDF copy of this book
Understanding the Jira platformIntroducing Jira Data CenterSystem requirementsHardware requirementsSoftware requirementsInstallation package optionsInstalling JavaInstalling and configuring JiraInstalling JiraPost-installation configurationIncreasing Jira’s memoryChanging Jira’s port number and context pathConfiguring HTTPSClusteringPreparing for clusteringCreating JIRA_SHARED_HOMEEnabling clusteringAdding a node to the load balancerAdding new nodes to the clusterZero-downtime upgradeSummary
Understanding projects and project typesBusiness projectsJira permissionsCreating projectsProject user interfacesProject browserThe Summary tabThe Issues tabThe Versions and Components tabsProject settingsImporting data into JiraImporting data through CSVArchiving projects and issuesThe HR projectCreating a new projectCreating new componentsPutting it all togetherSummary
Getting an overview of Scrum and KanbanScrumKanbanRunning a project with Scrum in JiraCreating a Scrum projectWorking with the backlogPrioritizing and estimating workCreating a new sprintRunning a sprintRunning a project with Kanban in JiraCreating a Kanban projectUsing the Kanban boardEnabling a backlog for KanbanConfiguring agile boardsConfiguring columnsAdding column constraintsSetting up swimlanesDefining quick filtersGrooming your backlogCreating a new agile board for your projectIncluding multiple projects on your boardSummary
Understanding issuesJira issue summaryWorking with issuesCreating an issueAssigning issues to usersEditing an issueMoving an issue between projectsSharing issues with other usersDeleting an issueReceiving notifications on an issueCasting a vote on an issueIssue linkingLinking issues with other issuesLinking issues with remote contentsCloning an issueTracking timeSpecifying original estimatesLogging workIssues and commentsAttachmentsAttaching filesIssue types and sub-tasksCreating issue typesDeleting issue typesUsing sub-tasksIssue type schemesAdding issue types to an issue type schemeIssue prioritiesCreating a priority schemeThe HR projectAdding new issue typesUpdating the issue type schemePutting it all togetherSummary
Understanding system fieldsUnderstanding custom fieldsStandard fieldsAdvanced fieldsUnderstanding field searchersCustom field contextManaging custom fieldsAdding a custom fieldEditing/deleting a custom fieldConfiguring a custom fieldAdding custom field contextsConfiguring select optionsSetting default valuesOptimizing custom fieldsField configurationAdding a field configurationManaging field configurationsField descriptionsRequired fieldsField visibilityField renderingField configuration schemeManaging field configuration schemesAdding a field configuration schemeConfiguring a field configuration schemeAssociating a field configuration scheme with a projectScreensThe HR projectSetting up a custom fieldSetting up the field configurationSetting up a field configuration schemePutting it togetherSummary
Understanding Jira and screensWorking with screensAdding a new screenAdding a field to a screenDeleting a field from a screenUsing screen tabsAdding a tab to a screenEditing/deleting a tabEditing/deleting a screenCopying a screenWorking with screen schemesAdding a screen schemeAssociating screens to issue operationsEditing/deleting an associationEditing/deleting a screen schemeCopying a screen schemeIssue type screen schemeAssociating issue types to screen schemesEditing/deleting an associationEditing/deleting an issue type screen schemeCopying an issue type screen schemeAssociating an issue type screen scheme with a projectDelegating screen managementTroubleshooting fields and screensThe HR projectSetting up screensSetting up screen schemesSetting up issue type screen schemesPutting it togetherSummary

Mapping business processesUnderstanding workflowsManaging workflowsIssue statusesTransitionsUsing the workflow designerAuthoring a workflowAdding a trigger to transitionsAdding a condition to transitionsAdding a validator to transitionsAdding a post function to transitionsUpdating an existing workflowUnderstanding workflow schemesCreating a workflow schemeConfiguring a workflow schemeAssigning an issue type to a workflowEditing or deleting an associationApplying a workflow scheme to projectsDelegated workflow managementExtending a workflow with workflow add-onsJSUJira Workflow Toolbox (JWT)Jira Misc Workflow Extensions (JMWE)Workflow Enhancer for JiraScriptRunner for JiraThe HR projectSetting up workflowsApplying the workflowPutting it togetherSummary
Jira and emailMail serversWorking with outgoing mailDisabling outgoing mailEnabling SMTP over SSLSending a test emailMail queuesViewing the mail queueFlushing the mail queueManually sending emailsEventsWorking with mail templatesAdding a custom eventFiring a custom eventNotificationsNotification schemesAdding a notification schemeManaging a notification schemeAssigning a notification schemeBatching email notificationsTroubleshooting notificationsIncoming emailsAdding an incoming mail serverMail handlersAdding a mail handlerAdvanced mail handlerThe HR projectSetting up mail serversUpdating workflow post functionsSetting up a notification schemeSetting up notificationsPutting it togetherSummary
Managing usersAdding a userEnabling public signupEnabling CAPTCHAManaging groups and rolesManaging groupsManaging rolesUser directoriesConnecting to LDAPUnderstanding Jira permissionsApplication accessGlobal permissionsProject permissionsPermission schemesConfiguring permission schemesApplying a permission schemeIssue securityIssue security schemesConfiguring an issue security schemeSetting a default security levelApplying an issue security schemeTroubleshooting permissionsWorkflow securityPassword policyEnabling SSO with SAMLEnabling JIT provisioningAuditing system changesThe HR projectSetting up groupsSetting up user group associationSetting up permission schemesSetting up permissionsPutting it togetherSummary
Search interface and options in JiraIssue navigatorQuick searchBasic searchAdvanced search with JQLWorking with search resultsSwitching result viewsCustomizing the column layoutExporting search resultsSharing search resultsFiltersReportsGenerating a reportDashboardsManaging dashboardsCreating a dashboardConfiguring a dashboardChanging the ownership of a dashboardGadgetsPlacing a gadget on the dashboardEditing a gadgetDeleting a gadgetThe HR projectSetting up filtersSetting up dashboardsSetting up gadgetsPutting it togetherSummary
Introducing Jira Service ManagementInstalling Jira Service ManagementGetting started with Jira Service ManagementCreating a new service deskBranding your customer portalService desk user typesAdding an agent to a service deskManaging service desk customersAdding a collaborator to a service deskIssue types and request typesSetting up request typesOrganizing request types into groupsSetting up fields for request typeSetting up a workflow for a request typeService-level agreement (SLA)Setting up an SLASetting up custom calendarsManaging requests with queuesCreating a new queueCreating knowledge base articlesProcess automationSummary
Atlassian Marketplace and third-party appsUniversal Plugin ManagerSearching and installing apps from the Atlassian MarketplaceInstalling apps manuallyManaging installed appsConfiguring the UPMExtending Jira with appsExtending custom fields with appsExtending workflow with appsCustomizing Jira with scriptsBetter time tracking and reportingSelecting an app and its vendorSummary
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Overview

"Jira 8 Essentials" is your ultimate resource for mastering Jira and its powerful features for project tracking and issue management. This book provides clear explanations on setting up and managing Jira Data Center and explores its advanced capabilities. You'll learn how to customize fields, screens, and workflows, manage projects effectively, and use Jira for various business scenarios.

What this Book will help me do

Understand how to deploy and configure Jira Data Center, including clustering and system optimizations.
Develop skills in managing Jira projects, workflows, fields, and screens tailored to specific business needs.
Leverage Jira's capabilities in agile software projects, business processes, and service management scenarios.
Extend Jira's functionality with third-party marketplace apps, enhancing its use cases.
Create actionable dashboards and reports to analyze project data and support decision-making.

Author(s)

Patrick Li is an experienced software consultant with deep expertise in Atlassian products, particularly Jira. With several books on Jira and Confluence under his belt, Patrick focuses on delivering practical, easy-to-follow content that enables readers to achieve their project management goals effectively.

Who is it for?

This book is ideal for project managers, business analysts, and team leads who want to use Jira to enhance project tracking and workflows. It's also suitable for existing Jira users looking to explore advanced features or upgrade their knowledge. Prior familiarity with Jira basics is recommended.