Book Image

Jira 8 Administration Cookbook - Third Edition

By : Patrick Li

Book Image

Jira 8 Administration Cookbook - Third Edition

By: Patrick Li

Overview of this book

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.

Preface

Who this book is for

What this book covers

To get the most out of this book

Free Chapter

Jira Server Administration

Jira Server Administration

Installing Jira for production use

Upgrading Jira with an installer

Upgrading Jira manually

Migrating Jira to another environment

Setting up the context path for Jira

Installing SSL certificates from other applications

Resetting the Jira administrator password

Importing data from CSV

Copying configuration settings between Jira instances

Customizing Jira for Your Projects

Customizing Jira for Your Projects

Setting up different issue types for projects

Making a field required

Making the Assignee field required

Hiding a field from view

Creating a new field configuration

Setting up customized screens for your project

Removing a select list's None option

Adding help tips to custom fields

Using JavaScript with custom fields

Setting default values for fields

Adding permission to fields

Creating your own custom field types

Jira Workflows

Setting up different workflows for your project

Capturing additional information during workflow transitions

Using common transitions

Using global transitions

Restricting the availability of workflow transitions

Validating user input in workflow transitions

Performing additional processing after a transition is executed

Reacting to events coming from outside of Jira

Rearranging the workflow transition bar

Restricting the resolution values in a transition

Preventing issue updates in selected statuses

Making a field required during a workflow transition

Creating custom workflow transition logic

User Management

User Management

Creating and importing multiple users

Enabling public user signup

Managing groups and group memberships

Managing project roles

Managing default project role memberships

Deactivating a user

Integrating and importing users from LDAP

Integrating with LDAP for authentication only

Integrating with Atlassian Crowd

Setting up a single sign-on functionality with Crowd

Setting up a single sign-on with Google

Setting up a Windows domain single sign-on

Jira Security

Granting access to Jira

Granting Jira System Administrator access

Controlling access to a project

Controlling access to Jira issue operations

Allowing users to control permissions

Delegating administrator permissions

Restricting access to projects based on reporter permissions

Setting up password policies

Capturing electronic signatures for changes

Changing the duration of the remember me cookies

Changing the default session timeout

Emails and Notifications

Emails and Notifications

Setting up an outgoing mail server

Sending emails to users from Jira

Sending notifications for issue updates

Sending notifications with custom templates

Disabling outgoing notifications

Creating mail handlers to process incoming emails

Using email to update Jira issues

Setting up a project-specific From email address

Integrations with Jira

Integrations with Jira

Integrating Jira with Confluence

Integrating Jira with other Jira instances

Integrating Jira with Bamboo for build management

Integrating Jira with Bitbucket Server

Integrating Jira with Bitbucket Cloud and GitHub

Integrating Jira with Slack

Integrating Jira with Google Drive

Using Jira webhooks

Using the Jira REST API

Jira Troubleshooting and Administration

Jira Troubleshooting and Administration

Troubleshooting notifications

Troubleshooting permissions

Troubleshooting field configurations

Running Jira in safe mode

Importing data from other issue trackers

Automating tasks in Jira

Running scripts in Jira

Switching user sessions in Jira

Working with Jira from the command line

Viewing Jira logs online

Managing shared filters and dashboards

Jira Service Desk

Jira Service Desk

Customizing the look and feel of your support portal

Capturing the right information for service requests from your customers

Setting up a knowledge base for your customers

Collaborating with your internal teams on service requests

Tracking and evaluating performance with an SLA

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Upgrading Jira manually

If you find yourself in a situation where you cannot use the installer to upgrade Jira—for example, if you are hosting Jira on an OS that does not have an installer binary or on a cloud platform, then you can use the manual upgrade method to upgrade your Jira instance.

Getting ready

The tasks required to upgrade Jira manually will remain the same as those for the installer. Refer to the previous recipe for common tasks involved. As the installer automates many backup tasks while upgrading Jira manually, you will have to do the following:

Back up the Jira database with its native backup utility.
Back up the JIRA_INSTALL directory.
Back up the JIRA_HOME directory.
Get a list of all the customized files in the JIRA_INSTALL directory from the System Info page in Jira.

How to do it...

To manually upgrade your Jira instance, perform the following steps:

Take your current Jira offline.
Install the new version of Jira in a different directory.
Edit the jira-application.properties file in the JIRA_INSTALL/atlassian-jira/WEB-INF/classes directory to point to the existing JIRA_HOME directory.
Copy any modified files from the old Jira instance to the new one.
Start up the new Jira instance.
Update the add-ons once Jira starts successfully.
Remove the previous installation directory to avoid confusion.

How it works...

What we did here essentially involved setting up a new instance of Jira and pointing it at the old Jira instance's data. When we start up the new Jira instance, it will connect to the existing Jira database by reading the dbconfig.xml file from the JIRA_HOME directory, and will perform an in-place upgrade to make all the necessary schema changes.