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GOJIRA
 Paul René Jørgensen / Adresseavisen AS
  [paul.rene.jorgensen@adresseavisen.no]




                           Version: 20100211
Agenda
 Introduction
      What is JIRA?
      JIRA Concepts
          What's an issue?
      Features
          Issue Creation
          Versions
          Components
          Reporting
          Roadmaps
          Notifications
          Search
          Schemes
 Best Practices
      Generic
      Administration
      Project Setup
      Users, Groups & Roles
What is JIRA?

 JIRA is a web tool
     Use it to prioritize, assign, track, discuss, report and
     watch issues / tasks
 Very configurable and extendable
     You can adapt it to your business processes
 It maintains your historic data
Many uses..

 Bugs / Change request tracking
 Help-desk / Support / Customer Service
 Project Management
 Task Tracking
 Requirements Management
 Workflow / Process Managment
Jira Concepts - projects, issues and sub-tasks
What's an issue?
 Everything is customizable, but make it an exception
 rather than the rule to make changes from the default
 Built in issue types bring you a long way
       Bug
       New Feature
       Improvement
       Task
 Summary - An informative title will make your life
 easier
 Don't prioritize everything as a blocker
       Blocker, Critical, Major, Minor, Trivial
 Assignee
       The person responsible for progress
 Reporter
       The person responsible for follow up
 Status

 Resolution
     Fixed, Won't fix, Duplicate, Incomplete, Cannot reproduce
 Description
     Put all the meat here
 Comments
     Crucible for communication and documentation
Workflow




       You may customize the workflow to meet the business needs
Example: Software development project
Example: Help Desk
Issue Creation

  Creating a task, support ticket, bug report, feature requst is
  very straight forward
  You may customize all the fields and types in an issue
  Issues may be created in two different ways
     Web: Using a form on the web
     Email: Sending an email to a POP-enabled email
     account
Versions and Releases

 Affects Version
     This is the version that this issue is prevalent
 Fix Version
     This is the version where the issue is resolved
 Versions may be software releases, but can also be thought
 of as deadlines, sprints or ie. meetings
 A version should be released when a deadline occurs.
 Issues without resolution could either be put back in the
 long tail or be moved into a future version
Components

 Use components to group issues together
 A component may have a user that is auto assigned issues
 when they are created
 Greatly improve the usefulness of reports
Reporting
Roadmaps
 Easy view of the progress of a version / milestone
Notifications

  Email notification when an email make a transition from one
  status to the next
      Eg. Open -> In Progress
   Notifications are fulle configurable
  Subscribe to periodical reports on issue status
Search
 Search in all fields, even in custom defined ones
 Searches can be saved, shared and used as filters
Schemes

 By using user roles schemes can easily be shared between
 projects
 Schemes
    Notification Scheme
        Controls who is notified when
    Permission Scheme
        Controls who is allowed to do what
Other noteworthy features

  Fine grained security system, even on the issue level
  Supports work and time tracking
  Highly extensible with open API's and a ton of third party
  plugins
  Source Code is available to commercial customers
BEST
PRACTICES
Best Practices

  Avoid complex configurations
      Use naming conventions
  Don't make everyone administrators!
      Use roles to delegate administration
   Use Roles
       Minimizes the number of schemes necessary
  Use the default workflow if possible
  Use a staging server to test new configurations
  Document everything (Use Confluence)
  If you use custom fields
      Limit the context and reuse
Who is responsible for what
    Who    Sys Admins                      JIRA Admins
    Why    Knows the system better         Knows the business better
    What        Manage system fields            Manage workflows
                (priorites, issue types,        Manage components /
                resolutions, status)            versions
                Create projects                 Manage custom field values
                Manage users/groups             Bulk operations
                Define standards                Create shared filters,
                Approve plugins                 dashboards, group filter
                Manage security                 subscriptions
                                                Maintain permissions
                                                Maintain notifications




    How    Communicate well                Train them well
Project Setup Best Practices (1)

  Custom Fields
     Limit Context by Project / Issue Type
     Reuse fields (use project contexts)
     Don't put every custom field in a global context
         It clutters the issue navigator
  Understand the resolutions field
    When an issue has a resolution field set, JIRA considers
    it closed. Affects filters and reports.
    Set resolution field ONLY when issue is considered
    closed
Project Setup Best Practices (2)

  Determine Project Structure
      Many small projects (ie. one per product)
  You can denote the product information on an issue in these
  various ways
      Project name itself (J)
      Components field (J)
      Version field (J)
      Custom fields (S)
      Cascading select field (S)



                  Handled by: (J) - JIRA Admins, (S) - SysAdmin
Users, Groups & Roles Best Practices

 Users sign up be themselvs
     Joins the jira-users group
 Use groups to mimic the organization
 Use roles to give individual users and/or groups permissions
 using permission schemes
 Never give a whole group permissions in a scheme, use
 roles instead. Only exception: jira-users group
Q&A - don't let anything stop you




  http://www.atlassian.com/software/jira/docs
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Go Jira

  • 1. GOJIRA Paul René Jørgensen / Adresseavisen AS [[email protected]] Version: 20100211
  • 2. Agenda Introduction What is JIRA? JIRA Concepts What's an issue? Features Issue Creation Versions Components Reporting Roadmaps Notifications Search Schemes Best Practices Generic Administration Project Setup Users, Groups & Roles
  • 3. What is JIRA? JIRA is a web tool Use it to prioritize, assign, track, discuss, report and watch issues / tasks Very configurable and extendable You can adapt it to your business processes It maintains your historic data
  • 4. Many uses.. Bugs / Change request tracking Help-desk / Support / Customer Service Project Management Task Tracking Requirements Management Workflow / Process Managment
  • 5. Jira Concepts - projects, issues and sub-tasks
  • 6. What's an issue? Everything is customizable, but make it an exception rather than the rule to make changes from the default Built in issue types bring you a long way Bug New Feature Improvement Task Summary - An informative title will make your life easier Don't prioritize everything as a blocker Blocker, Critical, Major, Minor, Trivial Assignee The person responsible for progress Reporter The person responsible for follow up Status Resolution Fixed, Won't fix, Duplicate, Incomplete, Cannot reproduce Description Put all the meat here Comments Crucible for communication and documentation
  • 7. Workflow You may customize the workflow to meet the business needs
  • 10. Issue Creation Creating a task, support ticket, bug report, feature requst is very straight forward You may customize all the fields and types in an issue Issues may be created in two different ways Web: Using a form on the web Email: Sending an email to a POP-enabled email account
  • 11. Versions and Releases Affects Version This is the version that this issue is prevalent Fix Version This is the version where the issue is resolved Versions may be software releases, but can also be thought of as deadlines, sprints or ie. meetings A version should be released when a deadline occurs. Issues without resolution could either be put back in the long tail or be moved into a future version
  • 12. Components Use components to group issues together A component may have a user that is auto assigned issues when they are created Greatly improve the usefulness of reports
  • 14. Roadmaps Easy view of the progress of a version / milestone
  • 15. Notifications Email notification when an email make a transition from one status to the next Eg. Open -> In Progress Notifications are fulle configurable Subscribe to periodical reports on issue status
  • 16. Search Search in all fields, even in custom defined ones Searches can be saved, shared and used as filters
  • 17. Schemes By using user roles schemes can easily be shared between projects Schemes Notification Scheme Controls who is notified when Permission Scheme Controls who is allowed to do what
  • 18. Other noteworthy features Fine grained security system, even on the issue level Supports work and time tracking Highly extensible with open API's and a ton of third party plugins Source Code is available to commercial customers
  • 20. Best Practices Avoid complex configurations Use naming conventions Don't make everyone administrators! Use roles to delegate administration Use Roles Minimizes the number of schemes necessary Use the default workflow if possible Use a staging server to test new configurations Document everything (Use Confluence) If you use custom fields Limit the context and reuse
  • 21. Who is responsible for what Who Sys Admins JIRA Admins Why Knows the system better Knows the business better What Manage system fields Manage workflows (priorites, issue types, Manage components / resolutions, status) versions Create projects Manage custom field values Manage users/groups Bulk operations Define standards Create shared filters, Approve plugins dashboards, group filter Manage security subscriptions Maintain permissions Maintain notifications How Communicate well Train them well
  • 22. Project Setup Best Practices (1) Custom Fields Limit Context by Project / Issue Type Reuse fields (use project contexts) Don't put every custom field in a global context It clutters the issue navigator Understand the resolutions field When an issue has a resolution field set, JIRA considers it closed. Affects filters and reports. Set resolution field ONLY when issue is considered closed
  • 23. Project Setup Best Practices (2) Determine Project Structure Many small projects (ie. one per product) You can denote the product information on an issue in these various ways Project name itself (J) Components field (J) Version field (J) Custom fields (S) Cascading select field (S) Handled by: (J) - JIRA Admins, (S) - SysAdmin
  • 24. Users, Groups & Roles Best Practices Users sign up be themselvs Joins the jira-users group Use groups to mimic the organization Use roles to give individual users and/or groups permissions using permission schemes Never give a whole group permissions in a scheme, use roles instead. Only exception: jira-users group
  • 25. Q&A - don't let anything stop you http://www.atlassian.com/software/jira/docs