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JIRA 5.2 Essentials
JIRA 5.2 Essentials

JIRA 5.2 Essentials: Learn how to track bugs and issues, and manage your software development projects with JIRA , Second Edition

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JIRA 5.2 Essentials

Chapter 2. Project Management

JIRA initially started off as a bug tracking system, helping software development teams to better track and manage their projects. Over the years, JIRA has improved on its features to add support for Scrum and Kanban through the GreenHopper add-on, enabling projects to be managed via both the traditional waterfall model and newer agile methodologies.

In this chapter, we will first start with a high-level view of the overall hierarchy on how data is structured in JIRA. We will then take a look at the various user interfaces that JIRA has for working with projects, both as an administrator and an everyday user. We will also introduce permissions for the first time in the context of projects, and will expand on this in later chapters.

By the end of this chapter, you will have learned:

  • How JIRA structures contents

  • Different user interfaces for project management in JIRA

  • How to create new projects in JIRA

  • How to manage and configure a project

  • How to manage components and...

The JIRA hierarchy


Like most other information systems, JIRA organizes its data in a hierarchical structure. At the lowest level, we have fields, which are used to hold raw information. Then we have issues, which are like a unit of work to be performed. An issue will belong to one project, which defines the context of the issue. Finally, we have project categories, which logically group similar projects together. We will discuss each of these levels in the following sections:

Project category

Project category is a logical grouping for projects, usually of similar nature. Project category is optional. Projects do not have to belong to any category in JIRA. When a project does not belong to any category, it is considered uncategorized. The category itself does not contain any information, as we will see later in this chapter and later chapters. Project categories can be a helpful way to organize all you projects in JIRA, especially when you have many of them.

Project

In JIRA, a project is...

Project permissions


Before we start working with projects in JIRA, we need to first understand a little bit about permissions. Permission is a big topic and we will be covering that in detail in Chapter 8, Securing JIRA. For now, we will briefly talk about the permissions related to creating and deleting, administering, and browsing projects.

In JIRA, users with the JIRA administrator permission will be able to create and delete projects. By default, users in the jira-administrators group have this permission, so the administrator user we have created during the installation process in Chapter 1, Getting Started with JIRA, will be able to create new projects, and we will be referring to this user and any other users with this permission as JIRA Administrator.

For any given project, users with the Administer Project permission for that project will be able to administer the project's configuration settings. As we will see in the later sections in this chapter, this includes updating the...

JIRA Administration


As we have seen earlier, users with the JIRA Administrator's permission are the only ones allowed to create and delete projects, and this is done through the JIRA Administration interface. It can be accessed as follows:

  1. Log in to JIRA with a username that has the JIRA Administrator's permission.

  2. Click on the Administration link at the top-right corner:

The JIRA Administration interface is where JIRA administrators can manage and control all the aspects of JIRA, including setting up projects, managing users, backing up and restoring the system, and requesting support from Atlassian, to just name a few. You can leave this interface by clicking on the Exit Administration link at the top-right corner.

If you are familiar with previous versions of JIRA, you will notice that in JIRA 5, this interface looks completely different. Atlassian has been revamping JIRA's user interface, making it cleaner and easier for the end users. In the older versions of JIRA, all the administration...

Project interfaces


There are two distinctive interfaces for projects. The first interface is designed for everyday users, providing useful information on how the project is going with graphs and statistics, called Project Browser.

The second interface is designed for project administrators to control project configuration settings, such as permissions and workflows, called Project Administration.

Since when you first create a project, the first interface you see will be Project Administration, we will start our discussion around this interface and then move on to the Project Browser interface.

Project administration


The Project Administration interface is where project administrators can manage the settings and configurations for their projects. For example, you can change the project's name, select what issue types will be available for the project, and manage a list of components within the project. As we have seen earlier, any user with the Administer Projects permission for a given project will be able to access this interface.

  1. Browse to the JIRA Administration interface.

  2. Bring down the Projects menu from the top navigation bar and select the Projects menu item.

  3. Select a project from the list. This will take you to the Project Administration interface:

From the Project Administration page, you will be able to perform the following key operations:

  • Update project details, such as project name, description, and avatar

  • Manage what users see when working on the project, such as issue types, fields, and screens

  • Control permission settings and notifications

  • Manage the list of available components...

Project Browser


We have seen the Project Administration interface, which is designed for project administrators. For most users, Project Browser is the interface they will be using with JIRA. Project Browser acts like the home page of a project, providing much useful information, such as issue statistics, recent user activities, and source control information.

To access the Project Browser interface, you first need to make sure that you have the Browse Project permission, and then select the project you wish to browse. The easiest way to select your project is to find your project from the projects listing.

The project category revisited

Remember at the start of the chapter, we said that project category helps you to organize and group similar projects together? Well, here is the first example where you will see how project category may be useful.

First, we will go to the projects listing where JIRA will list all the projects we have; make sure you do not do this from the JIRA Administration...

The help desk project


Now that we have seen all the key aspects that make up a project, let's revisit what we have learned so far and put them to practice. In this exercise, we will be setting up a project for our support teams:

  • A new project category for all support teams

  • A new project for our help desk support team

  • Components for the systems supported by the team

  • Versions to better manage issues created by users

Creating a new project category

Let's start by creating a project category. We will create a category for all of our internal support teams and their respective support JIRA projects.

Please note that this step is optional, as JIRA does not require any project to belong to a project category:

  1. Log in to JIRA with a user who has JIRA Administrator's permission.

  2. Click on the Administration link at the top-right corner.

  3. Bring down the Projects menu and select Project Categories.

  4. Fill in the fields as shown in the next screenshot.

  5. Click on Add to create the new project category:

Creating a new...

Summary


In this chapter, we have looked at one of the most important concepts in JIRA, projects, and how to create and manage them. Permissions have also been introduced for the first time, and we looked at three permissions that are related to creating and deleting, administering, and browsing projects.

We have been introduced to the various interfaces JIRA provides for project administrators and everyday users, the Project Administration interface, and Project Browser interface respectively.

Let's conclude this chapter by starting on our exercise to implement a support desk system. In the next chapter, you will be introduced to another important concept in JIRA, issues.

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Key benefits

  • 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

Description

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.

Who is this book for?

If you want to get started with JIRA, then this book is made for you. Only basic computer skills and project or issue management knowledge is required. The book will provide the rest. This book would also be of interest to experienced JIRA users who wish to improve their workflow and master the new features of JIRA 5.2.

What you will learn

  • Design and implement JIRA to work for you and your team
  • Master JIRA issue and project tracking methods
  • Make your data tell a story through powerful data query and information retrieval
  • Get to grips with GreenHopper, Bonfire, and Agile development with JIRA
  • Secure JIRA to protect your data
  • Capture and display data to users by using different types of fields in JIRA
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Length: 396 pages
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Language : English
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Table of Contents

11 Chapters
Getting Started with JIRA Chevron down icon Chevron up icon
Project Management Chevron down icon Chevron up icon
Issue Management Chevron down icon Chevron up icon
Field Management Chevron down icon Chevron up icon
Screen Management Chevron down icon Chevron up icon
Workflows and Business Processes Chevron down icon Chevron up icon
E-mails and Notifications Chevron down icon Chevron up icon
Securing JIRA Chevron down icon Chevron up icon
Searching, Reporting, and Analysis Chevron down icon Chevron up icon
General Administration Chevron down icon Chevron up icon
Advanced Features Chevron down icon Chevron up icon

Customer reviews

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.6
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5 star 63.6%
4 star 36.4%
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Christian Landert Nov 30, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Perfekte und sehr strukturierte Einführung in das Thema. Empfehlenswert für Personen, welche sich innert kürzester Zeit in Jira einarbeiten möchten.
Amazon Verified review Amazon
Vedette Bianciotti May 10, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is an update to a previous edition and most if not all of the major updates from Jira 4 to 5 have been included. Screenshots, installation changes and general workflow.An improvement over the last title is the inclusion of GreenHopper and agile development. That said, this could be a little longer but is a nice start and a good place to begin before jumping to the docs and tutorials around the web.Overall, very good book on Jira and one worth having around the office especially for the newer members of a team who may not have used Jira lots.
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LoveLife Feb 07, 2015
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Very useful.Easy to follow.
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Ellen Feaheny May 30, 2014
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great for beginners for learning, and advanced for printed quick-ref.For JIRA 6, Patrick moved to video - Might be another useful tool - even though much in this book is VERY valid still.
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Koshoshi Nov 12, 2013
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is really awesome, every JIRA user should read this book.
Amazon Verified review Amazon
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