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JIRA Administration
Training Preview
About cPrime
2
cPrime is an
Alten Group Company
Instructor Background
Brandon Huff
PMP, PMI-ACP, CSM, CSPO
Brandon Huff has 15 years of experience managing large
application, infrastructure, and process development/
improvement projects for Fortune 500 companies. His
experience as an Agile Coach has created successful Agile
Lifecycle Management solutions including customized Agile
training, Tool implementation/customization and lasting Agile
COEs. Brandon has configured hundreds of Atlassian
instances, authored the first Atlassian University courses,
and created the first JIRA SAFe solution.
He has helped companies like Apple, Cisco, Oracle, NetApp,
Ericsson, VISA, and more.
3
Course Overview
4
• This JIRA administration course will help you
• Become more familiar with JIRA administration elements
and areas
• Understand where global changes can be made
• Familiarize yourself with system administration impact on
project configuration
• Learn where to find answers to common questions
• This course is not intended to
• Cover all administration aspects of JIRA (there’s just too much!)
• Address every situation you may encounter
What is JIRA
• JIRA is
• A virtual work planning and delivery tool
• Customizable for your company and project needs
• Provides transparency and real-time reporting
5
What can JIRA do for you?
• JIRA can help you manage your projects
• Manage and hold all your projects in one location
• Track and organize enterprise-wide initiatives
• Follow team activity with real-time reporting
• Monitor single or multiple projects
• Provide visibility and transparency
• Projects help us align resources to collaboratively
create a product
6
Product
Projects deliver Products
7
IssuesIssues
Issues
Issues
Issues Workflow People
Project
Product
System Configuration Impact
• How we configure JIRA has a large impact on how
teams use JIRA
• Admins must understand
• Team needs and intended usage
• Configuration decisions to be made
• Configuration impact on associated projects (if any)
• How to test!
• Projects must have the right configuration options to
select
8
JIRA Framework
Configuration
Visualization
and Utilization
Information
Agile Boards & DashboardsJIRA System Configuration
Searching & FiltersProject
Configuration
Project Data
9
JIRA Administration
Administration
JIRA System Configuration
Project
Configuration
10
• System
Administration
• Projects
• Configuration Options
• User Management
• System Options
• Add-ons
• Project
Administration
• Issues
• Workflows
• Roles
• Versions
• Notifications
JIRA Project Configuration Options
• Projects select available
configuration options
• Issue Types
• Workflows
• Screens
• Fields
• Permissions
• Notifications
• Project specific configuration
options
• Versions
• Components
• Roles
11
JIRA Schemes
• Apply a configuration Scheme to a
Project
• Scheme is a collection of
configuration options
• Issue Types Scheme – determines
what issues types the project will use
• Workflow Scheme - determines
what workflow each issue type will
follow
• Screen Scheme – determines what
fields are available for each issue type
• Schemes are defined by
Administrators and selected by
Project Administrators
12
Issue Type Scheme
• View current project Issue Types and associated
workflows
• Change to another available Issue Type scheme
13
Workflow Scheme
• View current Workflow and which Issue Types it
applies to
• Switch Scheme to select another Workflow Scheme
14
Screen Scheme
• View current Screens and what operations and Issue
Types they are associated with
• Switch Scheme to select another Screen Scheme
15
Field Configuration
• View current Fields and what Screens they are on
• Switch Configuration to use another Field
Configuration Scheme
16
JIRA Scheme Relationships
17
More on this later!
Demo
• Demo Project Administration Areas and Schemes
• Issue Type Schemes
• Workflow Schemes
• Field Schemes
18
Questions?
19
JIRA Administration
• Different JIRA Administration areas
• Projects
• Add-Ons
• User Management
• Issues
• System
• Audit Log
• Must have appropriate Administrator Permissions to
access these areas
20
Project Administration
• Project Admin area is where you view all projects
• Create new projects
• Edit existing projects
• Delete existing projects
• Categorize projects based on organization needs
21
Add-On Administration
• Add-On Admin area is where you manage existing
Add-ons and find new Add-ons
• Purchase new, update licenses, manage Add-on
configuration
22
Add-On Administration
• Search for desired add-ons and review documentation
• 30-day trials available for almost all add-ons
23
User Management Administration
• User Management Admin area is where you create,
delete, and manage Users and Groups
• User area is where you associate Users with Groups
• Find, edit, and create Users from this area
24
User Management Administration
• Manage access to other Atlassian products by
associating Groups to a User
• Users with the correct groups will be given access to
other Atlassian products (Confluence, Stash, Bamboo,
etc)
25
User Management Administration
• Group area is where you associate Groups with Users
• Find, edit, and create Groups from this area
26
User Management Administration
• Project Role Browser area is where you define, edit,
and delete Project Roles
• Define default members from this area (but consider it
carefully)
27
User Management Administration
• Global Permissions area is where you define
permissions by Users or Groups globally
• These Permissions apply to all projects
28
Demo
• Project Administration
• Create and edit projects
• User Management
• Roles, groups, management
29
Questions?
30
Issues Administration
• Issues Admin area is where Project Configuration
items are created and configured
• This is where your Schemes will be created
31
Issue Types
32
• Issue Types area is where Issue Types are created
and edited
• Two types of Issues
• Standard
• Sub-Task
• Can’t create Epic level Issue types
Issue Type Schemes
33
• Issue Type Scheme area is where Issue Type
Schemes are created and Issue Types are associated
with it
• A Project would select this Scheme to use this
Schemes Issue Types
Issue Type
Scheme
Issue Type Schemes
34
Story
Bug
Request
Sub-Task
Issue Type Scheme is a collection of Issue Types
Story
Bug
Request
Sub-Task
Workflows
35
• Workflow area is where Workflows are created and
edited
• Only active (in use) Workflows are shown (Inactive are
hidden but accessible)
Workflow Schemes
36
• Workflow Scheme area is where Workflows Schemes
are created and Workflows are associated with it
• A Project would select this Scheme to use the
Schemes Workflow(s)
Workflow
Scheme
Workflow Schemes
37
Story
Bug
Request
Sub-Task
Workflow Scheme assigns Issue Types to a Workflow
Story
Bug
Request
Sub-Task
Workflow Scheme Relationships
38
Screens
39
• Screen area is where Screens are created and edited
• Specific Fields are associated with each Screen
Screens
40
Fields are associated with a Screen
Story Create Screen
Summary
Story Points
FixVersion
Assignee
Component
Epic Link
Summary
Story Points
FixVersion
Assignee
Component
Epic Link
Screen Schemes
41
• Screen Scheme area is where Screen Schemes are
created and edited
• Specific Screens are associated with an Operation
• Create Issue
• Edit Issue
• View Issue
Screen Schemes
42
Screen Schemes associate Screens with Operations
Story Screen
Scheme
Story Create
Screen
Story Edit Screen
Story View Screen
Story Create
Screen
Story Edit Screen
Story View Screen
Screen Scheme Relationships
43
Issue Type Screen Schemes
44
• Issue Type Screen Scheme area is where Screen
Schemes are associated with an Issue Type
• A Project would select this Scheme to use the
Schemes Screens for each Issue Type and Operation
Issue Type
Screen Scheme
Issue Type Screen Schemes
45
Issue Type Screen Scheme assigns Issue Types to a Screen
Scheme
Bug Screen
Scheme
Story Screen
Scheme
Bug Screen
Scheme
Story Screen
Scheme
Issue Type Screen Scheme Relationships
46
Notification Schemes
47
• Notification Scheme area is where Notification options
are configured
• A mail server must be enabled or no Notifications will
be sent
• A Project would select this Scheme to use the
Notification Scheme
Notification Schemes
48
• Notification Schemes can be customized for a variety
of Events
• Teams should select their Notifications carefully to
avoid too many emails that the team ignores
Permission Schemes
49
• Permission Scheme area is where Permission options
are configured
• A Project would select this Scheme to use the
Permission Scheme
• Permission Schemes can be customized to suit an
organizations needs
• A Project would select this Scheme to use the
Permission Scheme
Permission Schemes
50
Demo
• Issues Administration
• Issue Types and schemes
• Screens and schemes
• Workflows and schemes
• Notification schemes
• Permission schemes
51
Questions?
52
System Administration
53
• System Admin area is where System options are
configured
• Many critical configuration options are here
• Server information
• Application Links
• Backup
• General configuration
System Administration
54
• General Configuration area is where basic system
information is managed
System Administration
55
• Time Tracking area is where Time Tracking elements
are managed
• Working hours, working days, enable
System Administration
56
• Issue Linking area is where Issue links are managed
• Create and edit link names to be used on all issues (if
field is enabled)
System Administration
57
• System Dashboard area is where the login Dashboard
is configured
• Configure the dashboard to suit your user needs
System Administration
58
• Look and Feel area is where the system colors and
logos are configured
• Configure the colors and logos to match your company
needs
System Administration
59
• Announcement Banner area is where the system
banner notifications are defined
• This is commonly used to indicate system changes
that affect all users
System Administration
60
• Application Navigator area is where the links to other
Atlassian instances are managed
• This is commonly used to indicate system changes
that affect all users
System Administration
61
• Indexing area is where we reorganize the system
database for faster searching
• This should be done periodically or when large
configuration changes have occurred
Demo
• System Administration
• System info
• Look and feel
• Announcement
• Indexing
62
Questions?
63
Other Administration Course?
• Our other Administration course covers
• JIRA
• Project and Agile administration
• Workflows
• Additional resources
• Add-ons
• Details and examples in all areas
• Confluence
• Administration essentials
• User management
• Space management
• Templates and Blueprints
• Add-ons
64
Online Resources
Resource Location
JIRA Complete Administrators Guide
https://confluence.atlassian.com/display/AGILE/
JIRA+Agile+Administrator%27s+Guide
JIRA User’s Guide
https://confluence.atlassian.com/display/JIRA/JI
RA+User's+Guide
JIRA Agile User’s Guide
https://confluence.atlassian.com/display/AGILE/
JIRA+Agile+User%27s+Guide
Configuring Workflows
https://confluence.atlassian.com/display/JIRA/C
onfiguring+Workflow
65
Thank you!
66
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JIRA System Admin Traning

  • 1. © 2016 cPrime Inc., All Rights Reserved JIRA Administration Training Preview
  • 2. About cPrime 2 cPrime is an Alten Group Company
  • 3. Instructor Background Brandon Huff PMP, PMI-ACP, CSM, CSPO Brandon Huff has 15 years of experience managing large application, infrastructure, and process development/ improvement projects for Fortune 500 companies. His experience as an Agile Coach has created successful Agile Lifecycle Management solutions including customized Agile training, Tool implementation/customization and lasting Agile COEs. Brandon has configured hundreds of Atlassian instances, authored the first Atlassian University courses, and created the first JIRA SAFe solution. He has helped companies like Apple, Cisco, Oracle, NetApp, Ericsson, VISA, and more. 3
  • 4. Course Overview 4 • This JIRA administration course will help you • Become more familiar with JIRA administration elements and areas • Understand where global changes can be made • Familiarize yourself with system administration impact on project configuration • Learn where to find answers to common questions • This course is not intended to • Cover all administration aspects of JIRA (there’s just too much!) • Address every situation you may encounter
  • 5. What is JIRA • JIRA is • A virtual work planning and delivery tool • Customizable for your company and project needs • Provides transparency and real-time reporting 5
  • 6. What can JIRA do for you? • JIRA can help you manage your projects • Manage and hold all your projects in one location • Track and organize enterprise-wide initiatives • Follow team activity with real-time reporting • Monitor single or multiple projects • Provide visibility and transparency • Projects help us align resources to collaboratively create a product 6 Product
  • 8. System Configuration Impact • How we configure JIRA has a large impact on how teams use JIRA • Admins must understand • Team needs and intended usage • Configuration decisions to be made • Configuration impact on associated projects (if any) • How to test! • Projects must have the right configuration options to select 8
  • 9. JIRA Framework Configuration Visualization and Utilization Information Agile Boards & DashboardsJIRA System Configuration Searching & FiltersProject Configuration Project Data 9
  • 10. JIRA Administration Administration JIRA System Configuration Project Configuration 10 • System Administration • Projects • Configuration Options • User Management • System Options • Add-ons • Project Administration • Issues • Workflows • Roles • Versions • Notifications
  • 11. JIRA Project Configuration Options • Projects select available configuration options • Issue Types • Workflows • Screens • Fields • Permissions • Notifications • Project specific configuration options • Versions • Components • Roles 11
  • 12. JIRA Schemes • Apply a configuration Scheme to a Project • Scheme is a collection of configuration options • Issue Types Scheme – determines what issues types the project will use • Workflow Scheme - determines what workflow each issue type will follow • Screen Scheme – determines what fields are available for each issue type • Schemes are defined by Administrators and selected by Project Administrators 12
  • 13. Issue Type Scheme • View current project Issue Types and associated workflows • Change to another available Issue Type scheme 13
  • 14. Workflow Scheme • View current Workflow and which Issue Types it applies to • Switch Scheme to select another Workflow Scheme 14
  • 15. Screen Scheme • View current Screens and what operations and Issue Types they are associated with • Switch Scheme to select another Screen Scheme 15
  • 16. Field Configuration • View current Fields and what Screens they are on • Switch Configuration to use another Field Configuration Scheme 16
  • 18. Demo • Demo Project Administration Areas and Schemes • Issue Type Schemes • Workflow Schemes • Field Schemes 18
  • 20. JIRA Administration • Different JIRA Administration areas • Projects • Add-Ons • User Management • Issues • System • Audit Log • Must have appropriate Administrator Permissions to access these areas 20
  • 21. Project Administration • Project Admin area is where you view all projects • Create new projects • Edit existing projects • Delete existing projects • Categorize projects based on organization needs 21
  • 22. Add-On Administration • Add-On Admin area is where you manage existing Add-ons and find new Add-ons • Purchase new, update licenses, manage Add-on configuration 22
  • 23. Add-On Administration • Search for desired add-ons and review documentation • 30-day trials available for almost all add-ons 23
  • 24. User Management Administration • User Management Admin area is where you create, delete, and manage Users and Groups • User area is where you associate Users with Groups • Find, edit, and create Users from this area 24
  • 25. User Management Administration • Manage access to other Atlassian products by associating Groups to a User • Users with the correct groups will be given access to other Atlassian products (Confluence, Stash, Bamboo, etc) 25
  • 26. User Management Administration • Group area is where you associate Groups with Users • Find, edit, and create Groups from this area 26
  • 27. User Management Administration • Project Role Browser area is where you define, edit, and delete Project Roles • Define default members from this area (but consider it carefully) 27
  • 28. User Management Administration • Global Permissions area is where you define permissions by Users or Groups globally • These Permissions apply to all projects 28
  • 29. Demo • Project Administration • Create and edit projects • User Management • Roles, groups, management 29
  • 31. Issues Administration • Issues Admin area is where Project Configuration items are created and configured • This is where your Schemes will be created 31
  • 32. Issue Types 32 • Issue Types area is where Issue Types are created and edited • Two types of Issues • Standard • Sub-Task • Can’t create Epic level Issue types
  • 33. Issue Type Schemes 33 • Issue Type Scheme area is where Issue Type Schemes are created and Issue Types are associated with it • A Project would select this Scheme to use this Schemes Issue Types
  • 34. Issue Type Scheme Issue Type Schemes 34 Story Bug Request Sub-Task Issue Type Scheme is a collection of Issue Types Story Bug Request Sub-Task
  • 35. Workflows 35 • Workflow area is where Workflows are created and edited • Only active (in use) Workflows are shown (Inactive are hidden but accessible)
  • 36. Workflow Schemes 36 • Workflow Scheme area is where Workflows Schemes are created and Workflows are associated with it • A Project would select this Scheme to use the Schemes Workflow(s)
  • 37. Workflow Scheme Workflow Schemes 37 Story Bug Request Sub-Task Workflow Scheme assigns Issue Types to a Workflow Story Bug Request Sub-Task
  • 39. Screens 39 • Screen area is where Screens are created and edited • Specific Fields are associated with each Screen
  • 40. Screens 40 Fields are associated with a Screen Story Create Screen Summary Story Points FixVersion Assignee Component Epic Link Summary Story Points FixVersion Assignee Component Epic Link
  • 41. Screen Schemes 41 • Screen Scheme area is where Screen Schemes are created and edited • Specific Screens are associated with an Operation • Create Issue • Edit Issue • View Issue
  • 42. Screen Schemes 42 Screen Schemes associate Screens with Operations Story Screen Scheme Story Create Screen Story Edit Screen Story View Screen Story Create Screen Story Edit Screen Story View Screen
  • 44. Issue Type Screen Schemes 44 • Issue Type Screen Scheme area is where Screen Schemes are associated with an Issue Type • A Project would select this Scheme to use the Schemes Screens for each Issue Type and Operation
  • 45. Issue Type Screen Scheme Issue Type Screen Schemes 45 Issue Type Screen Scheme assigns Issue Types to a Screen Scheme Bug Screen Scheme Story Screen Scheme Bug Screen Scheme Story Screen Scheme
  • 46. Issue Type Screen Scheme Relationships 46
  • 47. Notification Schemes 47 • Notification Scheme area is where Notification options are configured • A mail server must be enabled or no Notifications will be sent • A Project would select this Scheme to use the Notification Scheme
  • 48. Notification Schemes 48 • Notification Schemes can be customized for a variety of Events • Teams should select their Notifications carefully to avoid too many emails that the team ignores
  • 49. Permission Schemes 49 • Permission Scheme area is where Permission options are configured • A Project would select this Scheme to use the Permission Scheme
  • 50. • Permission Schemes can be customized to suit an organizations needs • A Project would select this Scheme to use the Permission Scheme Permission Schemes 50
  • 51. Demo • Issues Administration • Issue Types and schemes • Screens and schemes • Workflows and schemes • Notification schemes • Permission schemes 51
  • 53. System Administration 53 • System Admin area is where System options are configured • Many critical configuration options are here • Server information • Application Links • Backup • General configuration
  • 54. System Administration 54 • General Configuration area is where basic system information is managed
  • 55. System Administration 55 • Time Tracking area is where Time Tracking elements are managed • Working hours, working days, enable
  • 56. System Administration 56 • Issue Linking area is where Issue links are managed • Create and edit link names to be used on all issues (if field is enabled)
  • 57. System Administration 57 • System Dashboard area is where the login Dashboard is configured • Configure the dashboard to suit your user needs
  • 58. System Administration 58 • Look and Feel area is where the system colors and logos are configured • Configure the colors and logos to match your company needs
  • 59. System Administration 59 • Announcement Banner area is where the system banner notifications are defined • This is commonly used to indicate system changes that affect all users
  • 60. System Administration 60 • Application Navigator area is where the links to other Atlassian instances are managed • This is commonly used to indicate system changes that affect all users
  • 61. System Administration 61 • Indexing area is where we reorganize the system database for faster searching • This should be done periodically or when large configuration changes have occurred
  • 62. Demo • System Administration • System info • Look and feel • Announcement • Indexing 62
  • 64. Other Administration Course? • Our other Administration course covers • JIRA • Project and Agile administration • Workflows • Additional resources • Add-ons • Details and examples in all areas • Confluence • Administration essentials • User management • Space management • Templates and Blueprints • Add-ons 64
  • 65. Online Resources Resource Location JIRA Complete Administrators Guide https://confluence.atlassian.com/display/AGILE/ JIRA+Agile+Administrator%27s+Guide JIRA User’s Guide https://confluence.atlassian.com/display/JIRA/JI RA+User's+Guide JIRA Agile User’s Guide https://confluence.atlassian.com/display/AGILE/ JIRA+Agile+User%27s+Guide Configuring Workflows https://confluence.atlassian.com/display/JIRA/C onfiguring+Workflow 65