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JIRA 5.2 Essentials

Book Description

Learn how to track bugs and issues, and manage your software development projects with JIRA

  • Learn how to set up JIRA for software development

  • Effectively manage and handle software bugs and issues

  • Includes updated JIRA content as well as coverage of the popular GreenHopper plugin

In Detail

Atlassian’s JIRA provides issue tracking and project tracking for software development teams to aid speed of development and quality of code. This book will show you how to develop software more efficiently by planning, designing, and customizing your own JIRA implementation.

JIRA is a popular issue tracking product designed for better bug tracking, issue tracking, and project management. JIRA 5.2 Essentials provides a comprehensive guide covering everything you will need to plan, set up, design, customize, and manage your software development projects efficiently and to a professional standard.

In this practical book you will learn how to design and implement JIRA for project and issue tracking. You will jump into the installation and design of JIRA before going through the required techniques to effectively manage issues that threaten your software development project.

Each chapter builds on the last, taking you through important concepts and techniques such as business processes and workflows, setting up e-mail notifications, field and screen management, and reporting. Using these techniques you will be able to make JIRA adapt to your organization and save time and energy by developing software more efficiently.

Newly improved and updated to JIRA 5.2 this book also includes a section about GreenHopper and Agile development with JIRA.

Table of Contents

  1. JIRA 5.2 Essentials
    1. Table of Contents
    2. JIRA 5.2 Essentials
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    8. 1. Getting Started with JIRA
      1. The JIRA architecture
        1. High-level architecture
          1. Web browsers
          2. Application services
          3. Data storage
        2. The JIRA installation directory
        3. The JIRA home directory
      2. System requirements
        1. Hardware requirements
        2. Software requirements
          1. Operating systems
          2. Java platforms
          3. Databases
          4. Application servers
      3. Installation options
      4. Installing JIRA
        1. Installing Java
        2. Installing MySQL
          1. Prepare MySQL for JIRA
        3. Installing JIRA
          1. Obtaining and installing JIRA
          2. Configuring jira-application.properties
        4. The JIRA setup wizard
        5. Configuring JIRA as a service
      5. Post-installation configurations
        1. Configuring the application server
        2. Configuring HTTPS
        3. Installing the database drivers
        4. Managing the database setup
      6. Summary
    9. 2. Project Management
      1. The JIRA hierarchy
        1. Project category
        2. Project
        3. Issue
        4. Field
      2. Project permissions
      3. JIRA Administration
        1. Creating projects
      4. Project interfaces
      5. Project administration
        1. The Summary tab
        2. The Components tab
          1. Creating components
          2. Managing components
          3. Component lead and default assignee
        3. The Versions tab
          1. Creating versions
          2. Managing versions
        4. The Issue Collectors tab
        5. Other tabs
      6. Project Browser
        1. The project category revisited
        2. Browsing a project
        3. The Summary tab
        4. The Issues tab
        5. The Road Map tab
        6. The Change Log tab
        7. The Versions/Components tab
        8. The Source/Reviews tab
      7. The help desk project
        1. Creating a new project category
        2. Creating a new project
        3. Assigning a project to a category
        4. Creating new components
        5. Creating new versions
        6. Putting it together
      8. Summary
    10. 3. Issue Management
      1. Understanding issues
      2. What does an issue look like?
      3. Working with issues
        1. Creating an issue
        2. Editing an issue
        3. Deleting an issue
        4. Moving an issue between projects
        5. Casting a vote on an issue
        6. Receiving notifications on an issue
        7. Assigning issues to others
      4. Issue linking
        1. Enabling issue linking
        2. Creating link types
        3. Linking other issues
        4. Linking remote contents
      5. Issue cloning
      6. Time tracking
        1. Enabling time tracking
        2. Specifying original estimates
        3. Logging work
      7. Issues and comments
        1. Adding comments
        2. Managing your comments
        3. Permalinking a comment
      8. Attachments
        1. Enabling attachments in JIRA
        2. Attaching files
        3. Attaching screenshots
      9. Issue types and subtasks
        1. Creating issue types
        2. Deleting issue types
        3. Subtasks
          1. Enabling subtasks
          2. Creating subtasks
          3. Issue type schemes
            1. Creating issue type schemes
      10. The Help Desk project
        1. Creating issue types
        2. Creating an issue type scheme
        3. Putting it together
      11. Summary
    11. 4. Field Management
      1. Built-in fields
      2. Custom fields
        1. Custom field types
          1. Simple fields
          2. JIRA specialized fields
          3. Multi-value fields
        2. Searchers
        3. Custom field context
        4. Managing custom fields
          1. Adding a custom field
          2. Editing/deleting a custom field
        5. Configuring a custom field
          1. Adding custom field contexts
          2. Configuring select options
          3. Setting default values
      3. Field configuration
        1. Adding a field configuration
        2. Editing/deleting a field configuration
        3. Copying a field configuration
        4. Managing field configurations
          1. Field description
          2. Field requirement
          3. Field visibility
          4. Field rendering
          5. Screens
      4. Field configuration scheme
        1. Managing field configuration schemes
          1. Adding a field configuration scheme
          2. Editing/deleting a field configuration scheme
          3. Copying a field configuration scheme
          4. Configuring a field configuration scheme
          5. Associating a field configuration scheme with a project
      5. The Help Desk project
        1. Setting up a custom field
        2. Setting up the field configuration
        3. Setting up a field configuration scheme
        4. Putting it together
      6. Summary
    12. 5. Screen Management
      1. JIRA and screens
      2. Working with screens
        1. Adding a screen
        2. Editing/deleting a screen
        3. Copying a screen
        4. Configuring screens
          1. Adding a field to a screen
          2. Deleting a field from a screen
          3. Reordering fields on a screen
        5. Using screen tabs
          1. Adding a tab to a screen
          2. Editing/deleting a tab
          3. Reordering tabs
      3. Working with screen schemes
        1. Adding a screen scheme
        2. Editing/deleting a screen scheme
        3. Copying a screen scheme
        4. Configuring a screen scheme
          1. Adding an association
          2. Editing/deleting an association
      4. An issue type screen scheme
        1. Adding an issue type screen scheme
        2. Editing/deleting an issue type screen scheme
        3. Copying an issue type screen scheme
        4. Configuring an issue type screen scheme
          1. Associating issue types to screen schemes
          2. Editing/deleting an association
        5. Activating an issue type screen scheme
      5. The Help Desk project
        1. Setting up screens
        2. Setting up screen schemes
        3. Setting up issue type screen schemes
        4. Putting it together
      6. Summary
    13. 6. Workflows and Business Processes
      1. Mapping business processes
      2. Understanding workflows
        1. Managing workflows
        2. Creating a workflow
        3. Editing a workflow
        4. Publishing a draft
        5. Steps and issue statuses
          1. Adding a step to a workflow
          2. Editing a step
          3. Deleting a step
        6. Transitions
          1. Adding a transition between steps
          2. Editing a transition
          3. Deleting a transition
        7. Configuring a transition
          1. Conditions
            1. Adding a condition to transition
          2. Validators
            1. Adding a validator to transition
          3. Post functions
            1. Adding a post function to transition
        8. Using the workflow designer
        9. Deleting a workflow
        10. Copying a workflow
        11. Importing/exporting a workflow
        12. Using the JIRA workflow sharing plugin
          1. Exporting a workflow bundle
          2. Importing a workflow bundle
        13. Using other workflow plugins
          1. JIRA Suite Utilities
          2. JIRA Workflow Toolbox
          3. JIRA Misc Workflow Extensions
          4. JIRA Workflow Enhancer
      3. Workflow schemes
        1. Creating a workflow scheme
        2. Configuring a workflow scheme
          1. Assigning a workflow to an issue type
          2. Editing/deleting an association
        3. Editing a workflow scheme
        4. Deleting a workflow scheme
        5. Copying a workflow scheme
        6. Activating a workflow scheme
      4. The Help Desk project
        1. Setting up an issue status
        2. Setting up workflows
        3. Setting up workflow schemes
        4. Putting it together
      5. Summary
    14. 7. E-mails and Notifications
      1. JIRA and e-mail
      2. Mail servers
      3. Working with outgoing mails
        1. Adding an outgoing mail server
          1. Disabling the outgoing mail
          2. Enabling SSL over SMTP
        2. Sending a test mail
      4. Mail queues
        1. Viewing the mail queue
        2. Flushing the mail queue
      5. Manually sending e-mails
      6. Events
        1. Adding a mail template
        2. Adding a custom event
        3. Firing a custom event
      7. Notifications
      8. The notification scheme
        1. Adding a notification scheme
        2. Editing a notification scheme
        3. Deleting a notification scheme
        4. Copying a notification scheme
        5. Managing a notification scheme
          1. Adding a notification
          2. Deleting a notification
        6. Assigning a notification scheme
      9. Troubleshooting notifications
      10. Incoming e-mails
        1. Adding an incoming mail server
        2. Mail handlers
          1. Creating a new issue or adding a comment to an existing issue
          2. Adding a comment with the entire e-mail body
          3. Adding a comment from the non-quoted e-mail body
          4. Creating a new issue from each e-mail message
          5. Adding a comment before a specified marker or separator in the e-mail body
          6. Adding a mail handler
          7. Editing and deleting a mail handler
      11. The Help Desk project
        1. Setting up mail servers
        2. Setting up custom events
        3. Setting up a notification scheme
        4. Setting up notifications
        5. Putting it together
      12. Summary
    15. 8. Securing JIRA
      1. User directories
        1. Managing user directories
        2. Connecting to LDAP
      2. Users
        1. User Browser
        2. Adding a user
        3. Enabling public signup
        4. Enabling CAPTCHA
      3. Groups
        1. Group Browser
        2. Adding a group
        3. Editing group membership
        4. Deleting a group
      4. Project roles
        1. Project Role Browser
        2. Adding a project role type
        3. Editing a project role
        4. Deleting a project role
        5. Managing default members
        6. Assigning project role members
      5. JIRA permissions hierarchy
        1. Global permissions
          1. JIRA system administrator versus JIRA administrator
          2. Configuring global permissions
          3. Granting global permissions
          4. Revoking global permissions
        2. Project permissions
          1. Permission schemes
            1. Adding a permission scheme
            2. Editing a permission scheme
            3. Deleting a permission scheme
            4. Copying a permission scheme
            5. Configuring a permission scheme
            6. Granting a permission
            7. Revoking a permission
          2. Applying a permission scheme
        3. Issue security
          1. Issue security scheme
          2. Adding an issue security scheme
          3. Configuring an issue security scheme
            1. Adding a security level
            2. Assigning users to a security level
            3. Setting a default security level
            4. Deleting a security level
          4. Applying an issue security scheme
      6. Troubleshooting permissions
      7. Workflow security
      8. The Help Desk project
        1. Setting up groups
        2. Setting up user group association
        3. Setting up permission schemes
        4. Setting up permissions
        5. Putting it together
      9. Summary
    16. 9. Searching, Reporting, and Analysis
      1. Search interface and options in JIRA
        1. Issue navigator
        2. Basic search
        3. Advanced search (JQL)
        4. Quick search
        5. Working with search results
          1. Exporting search results
          2. Customizing the column layout
          3. Sharing search results
      2. Filters
        1. Creating a filter
        2. Managing filters
        3. Editing and sharing a filter
        4. Subscribing to a filter
        5. Deleting a filter
        6. Changing the ownership of a filter
      3. Reports
        1. Generating a report
        2. Dashboard
        3. Managing dashboards
        4. Creating a dashboard
        5. Editing and sharing a dashboard
        6. Deleting a dashboard
        7. Configuring a dashboard
          1. Setting a layout for the dashboard
        8. Gadget
          1. Placing a gadget on the dashboard
          2. Moving a gadget
          3. Editing a gadget
          4. Deleting a gadget
      4. The Help Desk project
        1. Setting up filters
        2. Setting up dashboards
        3. Setting up gadgets
        4. Putting it together
      5. Summary
    17. 10. General Administration
      1. Customizing the look and feel
        1. Changing the JIRA logo
        2. Customizing colors
        3. Changing gadget colors
        4. Setting the date/time format
      2. General configurations
        1. Settings
        2. Internationalization
          1. Setting default language
          2. Setting user language
        3. Options
      3. Setting the announcement banner
      4. Backing up and restoring JIRA
        1. Creating an XML backup
        2. Restoring from an XML backup
      5. Searching and indexing
      6. Add-ons
        1. Atlassian Marketplace
        2. Universal Plugin Manager
          1. Finding new add-ons
          2. Managing add-ons
        3. Installing an add-on
        4. Configuring an add-on
        5. Enabling/disabling an add-on
        6. Updating an add-on
        7. Uninstalling an add-on
        8. Viewing the audit log
        9. Enabling the safe mode
      7. Summary
    18. 11. Advanced Features
      1. GreenHopper
        1. Getting GreenHopper
        2. Starting with GreenHopper
          1. Scrum
          2. Kanban
          3. Board
          4. Card
          5. Story
          6. Sprint
          7. Epic
          8. Backlog
        3. Working with boards
          1. Creating a new board
        4. Working with Scrum boards
          1. Working with Epics
          2. Working with sprints
        5. Working with Kanban boards
          1. Setting up column constraints
          2. Releasing a version
        6. Setting GreenHopper as the home page
      2. Issue Collector
        1. Setting up an issue collector
        2. Embedding the issue collector
      3. Summary
    19. Index