Book Image

Jira 8 Essentials - Fifth Edition

By : Patrick Li
Book Image

Jira 8 Essentials - Fifth Edition

By: Patrick Li

Overview of this book

Atlassian Jira enables effective bug tracking for your software and mobile applications and provides tools to track and manage tasks for your projects. Jira Essentials is a comprehensive guide, now updated to Jira 8 to include enhanced features such as updates to Scrum and Kanban UI, additional search capabilities, and changes to Jira Service Desk. The book starts by explaining how to plan and set up a new Jira 8 instance from scratch before getting you acquainted with key features such as emails, workflows, business processes, and much more. You'll then understand Jira's data hierarchy and how to design and work with projects. Since Jira is used for issue management, this book delves into the different issues that can arise in your projects. You’ll explore fields, including custom fields, and learn to use them for more effective data collection. You’ll create new screens from scratch and customize them to suit your requirements. The book also covers workflows and business processes, and guides you in setting up incoming and outgoing mail servers. Toward the end, you’ll study Jira's security model and Jira Service Desk, which allows you to run Jira as a support portal. By the end of this Jira book, you will be able to implement Jira 8 in your projects with ease.

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Table of Contents (16 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Section 1: Introduction to Jira 8
Section 1: Introduction to Jira 8
2
Getting Started with Jira
Getting Started with Jira
Jira Core, Jira Software, and Jira Service Desk
The Jira architecture
System requirements
Installation options
Installing and configuring Jira
Post-installation configurations
Summary
3
Using Jira for Business Projects
Using Jira for Business Projects
Understanding project types
Jira permissions
Creating projects
Project user interfaces
Project browser
The Project Administration interface
Importing data into Jira
The HR project
Summary
4
Using Jira for Agile Projects
Using Jira for Agile Projects
Scrum and Kanban
Running a project with Scrum
Running a project with Kanban
Configuring agile boards
Grooming your backlog
Creating a new agile board for your project
Including multiple projects on a board
Summary
5
Section 2: Jira 8 in Action
Section 2: Jira 8 in Action
6
Issue Management
Issue Management
Understanding issues
Jira issue summary
Working with issues
Issue linking
Issue cloning
Time tracking
Issues and comments
Attachments
Issue types and subtasks
Subtasks
Issue type schemes
Issue priorities
The HR project
Summary
7
Field Management
Field Management
Understanding system fields
Understanding custom fields
Understanding field searchers
Custom field context
Managing custom fields
Field configuration
Screens
Field configuration scheme
The HR project
Summary
8
Screen Management
Screen Management
Jira and screens
Working with screens
Working with screen schemes
Issue type screen scheme
Associating an issue type screen scheme with a project
Delegating screen management
The HR project
Summary
9
Workflow and Business Process
Workflow and Business Process
Mapping business processes
Understanding workflows
Managing workflows
Using the workflow designer
Authoring a workflow
Updating an existing workflow
Workflow schemes
Applying a workflow scheme to projects
Delegated workflow management
Extending a workflow with workflow add-ons
The HR project
Summary
10
Emails and Notifications
Emails and Notifications
Jira and email
Mail servers
Working with outgoing mail
Mail queues
Manually sending emails
Events
Notifications
The notification scheme
Batching email notifications
Troubleshooting notifications
Incoming emails
The HR project
Summary
11
Section 3: Advanced Jira 8
Section 3: Advanced Jira 8
12
Securing Jira
Securing Jira
User directories
Users
User browser
Groups
Project roles
Jira permissions hierarchy
Application access
Global permissions
Project permissions
Permission schemes
Issue security
Issue security schemes
Troubleshooting permissions
Workflow security
Password policy
Whitelists
The HR project
Summary
13
Searching, Reporting, and Analysis
Searching, Reporting, and Analysis
Search interface and options in Jira
Issue navigator
Working with search results
Filters
Reports
Dashboards
Gadgets
The HR project
Summary
14
Jira Service Desk
Jira Service Desk
Jira Service Desk
Installing Jira Service Desk
Getting started with Jira Service Desk
Branding your customer portal
Service desk user types
Request types
Setting up fields
Setting up a workflow in Jira Service Desk
Service level agreement
Queues
Creating knowledge base articles
Process automation
Summary
15
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Jira Core, Jira Software, and Jira Service Desk

Starting with Jira 7, Jira is split into three different products, and the term Jira now refers to the common platform that all these products are built on. The three products that make up the Jira family are as follows:

  • Jira Core: This is similar to the classic Jira (also known as JIRA), with all the field customizations and workflow capabilities. This is perfect for general-purpose task management.
  • Jira Software: This is Jira Core with agile capabilities (previously known as JIRA Agile). This is well-suited for software development teams that want to use agile methodologies, such as Scrum and Kanban.
  • Jira Service Desk: This is Jira Core with service desk capabilities. This is designed for running Jira as a support ticketing system, with a simplified user interface for the end users, and a focus on customer satisfaction with SLA...
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