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Jira 8 Administration Cookbook
Jira 8 Administration Cookbook

Jira 8 Administration Cookbook: Over 90 recipes to administer, customize, and extend Jira Core and Jira Service Desk , Third Edition

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Jira 8 Administration Cookbook

Customizing Jira for Your Projects

An information system such as Atlassian Jira is only as useful as the data that goes into it, so it is no surprise that Jira is very flexible when it comes to letting you customize the fields and screens. Jira comes with a suite of default fields to help you get it up and running quickly, and it also allows you to add your own fields, called custom fields, to address your unique needs.

In this chapter, we will learn not only how to manage these custom fields in Jira, but also how you can create your very own custom field types with your own business logic, through scripting.

In this chapter, we will cover the following topics:

  • Setting up different issue types for projects
  • Making a field required
  • Making the assignee field required
  • Hiding a field from view
  • Creating a new field configuration
  • Setting up customized screens for your project
  • Removing...

Setting up different issue types for projects

Jira comes with a number of issue types out of the box that are designed for software project management. However, over time, you might find that these issue types do not apply to all of your projects, and you have added your own. In this recipe, we will look at how to manage the issue types, so that each project can have its own set of issue types.

How to do it...

Proceed with the following steps to set up a project-specific issue type list:

  1. Log into Jira with a user that has a Jira administrator's permission.
  2. Navigate to Administration > Issues > Issue type schemes.
  3. Click on the Add issue type scheme button.
  4. Enter the name for the new issue type scheme.
  5. Add issue...

Making a field required

Required fields such as Summary and Issue Type have a little red asterisk next to them, which means they must have a value when you are creating or updating an issue. This is a great way to ensure that users do not skip filling in important information.

We will look at how to make any fields of your choice required in this recipe, with field configurations. A field configuration controls the behavior of a field; this includes the field's mandatory requirements, visibility, renderer, and description.

How to do it...

Proceed with the following steps to make a field required in Jira:

  1. Log into Jira with a user that has a Jira administrators permission.
  2. Navigate to Administration > Issues > Field...

Making the Assignee field required

By default, the Assignee field has an unassigned option, which is equivalent to making the field optional. If you look at the field configuration, you will realize that you cannot make the Assignee field required, as there is no such option available.

In this recipe, we will look at how to disable the unassigned option, effectively making Assignee a required field.

Getting ready

Note the following conditions are required for your projects in order to disable the unassigned option for each individual project:

  • Issues that are currently using that option for the Assignee field—you will need to change all issues with an Unassigned value for Assignee to something else.
  • Projects that have...

Hiding a field from view

There will be times when a field is no longer needed. When this happens, instead of deleting the field, which would also remove all its data, you can choose to hide it. If you need the field again further down the track, you can simply unhide it and retain all the data.

In this recipe, we will be hiding both the Priority and Due Date fields.

How to do it...

Proceed with the following steps to hide a field in Jira:

  1. Log into Jira with a user that has a Jira administrator's permission.
  2. Navigate to Administration > Issues > Field Configurations.
  3. Click on the Configure link for the field configuration used by the project and issue type.
  4. Click on the Hide link for Priority and Due Date.
Clicking...

Creating a new field configuration

You can configure a field's behavior with field configuration. Jira not only comes with a default field configuration that is applied to all project and issue types by default, but it also lets you create your own so that you can choose the projects and/or issue types to apply your field configuration to.

In this recipe, we will make the Description and Assignee fields required only for the Bug issue type.

How to do it...

Setting up a new field configuration is a three-step process. The first step is to create the new field configurations:

  1. Log into Jira with a user that has a Jira administrator's permission.
  2. Navigate to Administration > Issues > Field Configurations.
  3. Click...

Setting up customized screens for your project

Jira comes with three screens by default—the Default screen, the Resolve Issue screen, and the Workflow screen.

In this recipe, we will look at how to create a new screen from scratch, and then make it appear when we are creating a new Task issue.

How to do it...

The screen is one of the most complicated configurations in Jira. To create a new screen and apply it often requires you to configure multiple schemes. So, we will break these steps into three logical groups.

Firstly, we need to create our new screen:

  1. Log into Jira with a user that has a Jira administrator's permission.
  2. Navigate to Administration > Issues > Screens.
  3. Click on the Add Screen button and...

Removing a select list's None option

Custom field types such as select list (single and multi) come with the None option, and the only way to remove it is to make the field required. While this makes sense, it can be cumbersome to chase down every field and configuration.

In this recipe, we will remove the None option from all single select list custom fields.

Getting ready

Since we will be modifying physical files in Jira, you will want to take backups of the files we change.

How to do it...

Jira uses Velocity templates to render custom fields. These templates are...

Adding help tips to custom fields

Users who are new to Jira often find it confusing when it comes to filling in fields, especially custom fields. Therefore, it is for you as the administrator to provide useful tips and descriptions to explain what some of the fields are for.

In this recipe, we will be adding a help icon to a customer field that we have called Team. You can apply this recipe to any custom fields you have in your Jira.

How to do it...

Proceed with the following steps to add help tips to a custom field:

  1. Log into Jira with a user that has a Jira administrator's permission.
  2. Navigate to Administration > Issues > Custom Fields.
  3. Click on the Edit link for the custom field.
  4. Enter the following HTML snippet...

Using JavaScript with custom fields

JavaScript can be used to manipulate the HTML of custom fields. By adding JavaScript code in the custom field description and wrapping the code in <script> tags, Jira will execute the code when the custom field is rendered.

In this recipe, we will look at another way of removing the None option from select list custom fields.

Getting ready

This recipe uses the jQuery JavaScript library, which is bundled with Jira. If you are not familiar with jQuery, you can find the documentation at http://jquery.com.

We will also need to use the custom field's ID in our script, so you will need to have that handy. You can find the ID by going to the Custom fields page, clicking on the Edit link...

Setting default values for fields

As you add more and more fields onto your screens, sometimes it can be overwhelming and confusing for your end users, especially for free text fields such as Description. Users will often enter data however they like. To help with that, one way is to have instructions set as default values for some of these fields to help guide your users with their inputs. For those of you who have used other systems, such as GitHub, this is a common practice.

In this recipe, we will look at how to set up a default value for the Description field, in the form of instructions for users to follow when creating a bug report.

Getting ready

For this recipe, we need to have the ScriptRunner for Jira add-on installed...

Adding permission to fields

Out of the box, Jira comes with several levels of permissions, starting at the system level and going down to the issue level, allowing you to control who should have access to issues. While this is usually sufficient, you will find yourself needing to apply permissions to individual fields. For example, you may want a field such as Description to be read-only for everyone, but only editable by a select group of users.

One option is to create your own custom field types, as described in the later recipe, and code the permission requirement as part of the field, but this approach requires programming and cannot be applied to fields that are not created by you.

In this recipe, we will look at an option to apply field-level permissions to both system fields and custom fields.

...

Creating your own custom field types

All custom fields that come out-of-the-box with Jira have predefined purposes, such as the text field, which allows users to type in some simple text. It will often be useful to have a specialized custom field that does exactly what you need. Unfortunately, this often requires custom development efforts.

However, there is an add-on that provides a custom field type that lets you use Groovy scripts to power its logic.

In this recipe, we will look at how to create a custom field that uses a Groovy script to display the total number of comments on any given issue.

Getting ready

For this recipe, we need to have the ScriptRunner for Jira add-on installed. You can download it from the following...

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Key benefits

  • Learn how to customize Jira applications to suit your organizational requirements
  • Extend Jira's capabilities for custom integrations with other products and services such as Slack and GitHub
  • Explore practical recipes for troubleshooting and securing your Jira instances with best practices

Description

Jira is a project management tool used widely by organizations to plan, track, and release software. Jira administrators are at the heart of these processes and need to know how to successfully administer and customize Jira offerings. This updated Jira 8 Administration Cookbook demonstrates how to efficiently work with Jira Core and Jira Service Desk. The book starts with a variety of recipes to help you manage users and workflows. You'll learn how to set up custom forms and capture important data with custom fields and screens. Next, you'll gain insights into the latest email capabilities, which will assist you with everything from managing outgoing email rules to processing incoming emails for automated issue creation. Later, you'll be guided through running scripts to automate tasks, getting easy access to logs, and even working with tools to troubleshoot problems. The book will also ensure you understand how to integrate Jira with Slack, set up SSO with Google, and delegate administrator permissions. Finally, a dedicated section on Jira Service Desk will enable you to set up and customize your own support portal, work with internal teams to solve problems, and achieve optimized services with Service Level Agreement (SLA). By the end of this book, you'll have the skills you need to extend and customize your Jira implementation effectively.

Who is this book for?

This book is for administrators who are looking to customize, support, and maintain Jira for their organizations. A good understanding of Jira's core concepts is a must to make the most out of this book. For certain recipes, some knowledge of HTML, CSS, JavaScript, and basic programming will also be helpful.

What you will learn

  • Learn how to delegate administrator permissions effectively
  • Gain insights into integrating Jira with Bitbucket Cloud and GitHub
  • Explore ways to collaborate with your internal teams on service requests
  • Understand how to add permissions to fields
  • Learn how to set up SSO with Google
  • Discover how to copy over configuration settings between Jira instances

Product Details

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Publication date : Jun 27, 2019
Length: 280 pages
Edition : 3rd
Language : English
ISBN-13 : 9781838558123
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Atlassian
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Product Details

Publication date : Jun 27, 2019
Length: 280 pages
Edition : 3rd
Language : English
ISBN-13 : 9781838558123
Vendor :
Atlassian
Tools :

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Table of Contents

10 Chapters
Jira Server Administration Chevron down icon Chevron up icon
Customizing Jira for Your Projects Chevron down icon Chevron up icon
Jira Workflows Chevron down icon Chevron up icon
User Management Chevron down icon Chevron up icon
Jira Security Chevron down icon Chevron up icon
Emails and Notifications Chevron down icon Chevron up icon
Integrations with Jira Chevron down icon Chevron up icon
Jira Troubleshooting and Administration Chevron down icon Chevron up icon
Jira Service Desk Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.7
(3 Ratings)
5 star 66.7%
4 star 0%
3 star 0%
2 star 0%
1 star 33.3%
Johnny Aug 08, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a very clear and well structured cookbook. To the point with numerous useful recipes covering a variety of situations. The book is well written, by an authority in the field. Happy to give it top rating.
Amazon Verified review Amazon
Tej P Poudel Dec 23, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is beneficial to new admins. Adding more content on workflow section and behavior plugin will be more useful. Need to give some ideas to manage server side admin task as well.
Amazon Verified review Amazon
Amazon Customer Dec 26, 2019
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
I couldn't get the desktop kindle to open this book so it was returned.
Amazon Verified review Amazon
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