jira 5.2 essentials

www.it-ebooks.info JIRA 5.2 Essentials Learn how to track bugs and issues, and manage your software development projects with JIRA Patrick Li BIRMINGHAM - MUMBAI www.it-ebooks.info JIRA 5.2 Essentials Copyright © 2013 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: April 2013 Production Reference: 1090413 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-78217-999-3 www.packtpub.com Cover Image by Jarek Blaminsky (milak6@wp.pl) www.it-ebooks.info Credits Author Patrick Li Reviewers Peter Callies Sergey Markovich Acquisition Editor Andrew Duckworth Lead Technical Editor Sweny Sukumaran Technical Editors Lubna Shaikh Jalasha D'costa Project Coordinator Shiksha Chaturvedi Proofreader Ting Baker Indexer Monica Ajmera Mehta Graphics Sheetal Alute Aditi Gajjar Production Coordinator Shantanu Zagade Cover Work Shantanu Zagade www.it-ebooks.info About the Author Patrick Li is the co-founder and senior engineer of AppFusions. AppFusions is the leading Atlassian partner, specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, Box, SugarCRM, and more. He has worked in the Atlassian ecosystem for over ve years, developing products and solutions for the Atlassian platform, and providing expert consulting services. He is one of the top contributors to the Atlassian community, providing answers and suggestions on the Atlassian user forum. He has extensive experience in designing and deploying Atlassian solutions from the ground up, and customizing existing deployments for clients across verticals such as healthcare, software engineering, nancial services, and government agencies. I would like to thank my wife, Katherine, who supported and encouraged me along the way, especially during my relocation to San Francisco from Sydney. I would also like to thank all the reviewers for their valuable feedback, and also the publishers/ coordinators, for their help in making this happen. www.it-ebooks.info About the Reviewers Peter Callies has been developing software and leading teams for over 20 years. He is currently an Agile coach, helping teams and enterprises maximize their value in their product development systems. He has been using JIRA for three years to help manage traditional projects, plan and track work for Scrum teams, and visualize ow with Kanban. Peter can be found on Twitter ( @pcallies) and LinkedIn (http://www.linkedin.com/in/petercallies). Sergey Markovich is currently a cofounder of Plugenta Labs, a company focusing on the development of add-ons for enterprise software, and an independent Atlassian JIRA and Conuence contractor. In the past, he was a code wizard in several multinational corporations and startups and is a computer science bachelor. I want to thank my wife for her constant support in all my plans and activities and putting up with me while I work late hours. I also want to say warm words to everybody involved with Plugenta Labs. It's a real pleasure to work with them as I keep learning from them every day. www.it-ebooks.info www.PacktPub.com Support les, eBooks, discount offers and more You might want to visit www.PacktPub.com for support les and downloads related to your book. Did you know that Packt offers eBook versions of every book published, with PDF and ePub les available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at service@ packtpub.com for more details. At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks. 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Find out when new books are published by following @PacktEnterprise on Twitter, or the Packt Enterprise Facebook page. www.it-ebooks.info Table of Contents Preface 1 Chapter 1: Getting Started with JIRA 7 The JIRA architecture 7 High-level architecture 8 Web browsers 8 Application services 9 Data storage 9 The JIRA installation directory 9 The JIRA home directory 9 System requirements 11 Hardware requirements 11 Software requirements 12 Operating systems 12 Java platforms 12 Databases 13 Application servers 13 Installation options 14 Installing JIRA 14 Installing Java 15 Installing MySQL 17 Prepare MySQL for JIRA 18 Installing JIRA 20 Obtaining and installing JIRA 20 Conguring jira-application.properties 21 The JIRA setup wizard 21 Conguring JIRA as a service 25 Post-installation congurations 26 Conguring the application server 27 Conguring HTTPS 28 www.it-ebooks.info Table of Contents [ ii ] Installing the database drivers 30 Managing the database setup 30 Summary 31 Chapter 2: Project Management 33 The JIRA hierarchy 34 Project category 34 Project 35 Issue 35 Field 35 Project permissions 36 JIRA Administration 37 Creating projects 38 Project interfaces 39 Project administration 39 The Summary tab 41 The Components tab 41 Creating components 42 Managing components 43 Component lead and default assignee 43 The Versions tab 43 Creating versions 44 Managing versions 45 The Issue Collectors tab 46 Other tabs 46 Project Browser 47 The Project category revisited 47 Browsing a project 48 The Summary tab 49 The Issues tab 50 The Road Map tab 50 The Change Log tab 50 The Versions/Components tab 51 The Source/Reviews tab 51 The help desk project 51 Creating a new project category 51 Creating a new project 52 Assigning a project to a category 52 Creating new components 53 Creating new versions 54 Putting it together 54 Summary 55 www.it-ebooks.info Table of Contents [ iii ] Chapter 3: Issue Management 57 Understanding issues 58 What does an issue look like? 58 Working with issues 60 Creating an issue 61 Editing an issue 63 Deleting an issue 64 Moving an issue between projects 64 Casting a vote on an issue 66 Receiving notications on an issue 67 Assigning issues to others 68 Issue linking 69 Enabling issue linking 69 Creating link types 70 Linking other issues 72 Linking remote contents 73 Issue cloning 74 Time tracking 74 Enabling time tracking 75 Specifying original estimates 76 Logging work 76 Issues and comments 78 Adding comments 78 Managing your comments 79 Permalinking a comment 80 Attachments 80 Enabling attachments in JIRA 80 Attaching les 82 Attaching screenshots 83 Issue types and subtasks 84 Creating issue types 85 Deleting issue types 86 Subtasks 87 Enabling subtasks 87 Creating subtasks 87 Issue type schemes 88 The Help Desk project 90 Creating issue types 90 Creating an issue type scheme 91 Putting it together 92 Summary 93 www.it-ebooks.info [...]... When JIRA runs, this directory gets locked, when JIRA shuts down, it gets unlocked This locking mechanism prevents multiple JIRA instances from reading/writing to the same JIRA_ HOME directory and causing data corruption JIRA locks the JIRA_ HOME directory by writing a temporary file called jira- home lock into the root of the directory, and during shutdown, it will be removed However, sometimes JIRA. .. requirements to deploy and run JIRA • Platforms and applications supported by JIRA • Installing JIRA and all of the required software • Post-installation configuration options to customize your JIRA The JIRA architecture Installing JIRA is simple and straightforward However, it is important for you to understand the components that make up the overall architecture of JIRA and the installation options... a fresh instance of JIRA 2 Configure JIRA to an enterprise relational database 3 Configure JIRA as a service so it will start automatically with the system We will continue to use this JIRA instance in our subsequent chapters and exercises as we build up our help desk implementation For our deployment, we will be using the following: • JIRA standalone distribution 5.2. 5 • MySQL 5 .5.27 • Java Development... we will be referring to this directory as JIRA_ INSTALL The JIRA home directory The JIRA home directory contains key data files that are specific to each JIRA instance There is a one-to-one relationship between JIRA and this directory This means each JIRA instance must and can have only one home directory, and each directory can serve only one JIRA instance In the old days, this directory was sometimes... are included with JIRA Application servers Unlike the previous versions of JIRA, JIRA 5 officially only supports Apache Tomcat as the application server While it is possible to deploy JIRA into other application servers, you will be doing this at your own risk [ 13 ] www.it-ebooks.info Getting Started with JIRA The following table shows the versions of Tomcat that are supported by JIRA 5: Application... standardized as the JIRA Home It is for this reason that for the rest of the book we will be referring to this directory as JIRA_ HOME It is recommended that JIRA_ HOME be created separately from JIRA installation This separation of data and application makes tasks, such as maintenance and future upgrades, an easier process [9] www.it-ebooks.info Getting Started with JIRA Within JIRA_ HOME, there are... prepared for future maintenance and troubleshooting www.it-ebooks.info Getting Started with JIRA High-level architecture Atlassian provides a comprehensive overview of the JIRA architecture at https:// developer.atlassian.com/display/JIRADEV /JIRA+ Architectural+Overview However, for day-to-day administration and usage of JIRA, we do not need to go into details; the information provided can be overwhelming... Notification Service Lucene Index Attachment Files Data Storage Content DB Web browsers JIRA is a web application, so there is no need for users to install anything on their machine All they need is a web browser that is compatible with JIRA Since JIRA 4, JIRA has made some major changes to its user interface, and JIRA 5 has continued to improve upon this to deliver a more responsive user experience... The JIRA installation directory The JIRA installation directory is where you install JIRA It contains all the executable and configuration files of the application JIRA does not modify the contents of the files in this directory during runtime, nor does it store any data inside; the directory is used primarily for execution For the remainder of the book, we will be referring to this directory as JIRA_ INSTALL... Preface Chapter 1, Getting Started with JIRA, serves as a starting point for the book and aims to guide you through setting up a local copy of the JIRA application that will be used throughout the book For seasoned JIRA experts, this will both refresh your knowledge and also introduce you to the new changes in JIRA 5 By the end of the chapter, you should have a running JIRA application Chapter 2, Project . role type 25 2 Editing a project role 25 2 Deleting a project role 25 2 Managing default members 25 2 Assigning project role members 25 4 JIRA permissions hierarchy 25 5 Global permissions 25 6 JIRA system. 24 3 Enabling public signup 2 45 Enabling CAPTCHA 24 6 Groups 24 7 Group Browser 24 8 Adding a group 24 9 Editing group membership 24 9 Deleting a group 25 0 Project roles 25 1 Project Role Browser 25 1 Adding. scheme 21 9 Editing a notication scheme 21 9 Deleting a notication scheme 22 0 Copying a notication scheme 22 0 Managing a notication scheme 22 1 Adding a notication 22 1 Deleting a notication 22 2 Assigning