Jira 8 Administration Cookbook - Third Edition

By : Patrick Li

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

Sections

Get in touch

Free Chapter

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

Setting up SSL

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

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

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

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

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

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

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 with an installer

For both Windows and Linux, Atlassian provides an installer package that can guide you through the upgrade process. The installer will detect your current Jira installation and perform all the necessary tasks to upgrade it to the target version.

In this recipe, we will show you how to upgrade your Jira instance with the standard Jira installer.

Getting ready

As the Jira installer is only available for standalone installations on Windows and Linux, we will run you through the installer on Windows in this recipe:

Check the upgrade notes for any special instructions as well as the target Jira version to make sure you can perform a direct upgrade.
Make sure you have a valid Jira license.
Verify whether your current host environment is compatible with the target Jira version. This includes the Java version, database, and OS.
Verify whether your operating environment is compatible with the target's Jira version, specifically, the browser requirements.
Make sure that the add-ons you are using are compatible with the new version of Jira.
Download the installer binary for your target Jira version.

You can use the Universal Plugin Manager's Jira update check utility to check for add-on compatibility.

How to do it...

Upgrade your Jira system with the installer using the following steps:

Take your current Jira offline, for example, by running the stop-jira.bat script.
Back up the Jira database with its native backup utility.
Launch the installer and select the Upgrade an existing JIRA installation option.
Now, select the directory where the current Jira is installed:

Check the backup JIRA home directory option and click on the Next button.

If your JIRA_HOME directory is big, you might want to manually back it up or remove some of the cache and tmp folders as it would take a long time for the installer to back these up.

Review the Upgrade checklist and click on the Upgrade button:

Wait for the installer to complete the upgrade process. Once the upgrade is complete, the installer will automatically launch Jira.
Update any add-ons once Jira starts successfully.

The installer will detect and provide you with a list of customized files in the JIRA_INSTALL directory, which you will need to copy manually after the upgrade.

Jira 8 Administration Cookbook - Third Edition

By : Patrick Li

Jira 8 Administration Cookbook - Third Edition

By: Patrick Li

Overview of this book

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