Go Jira

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The GoJira presentation is an introduction to the the concepts in Atlassian Jira. It suggest some best practices for both beginning and experienced Jira users. The author has been using Jira since 2005 and written several plugins for the system.

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Go Jira

  1. 1. GOJIRA Paul René Jørgensen / Adresseavisen AS [paul.rene.jorgensen@adresseavisen.no] Version: 20100211
  2. 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. 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. 4. Many uses.. Bugs / Change request tracking Help-desk / Support / Customer Service Project Management Task Tracking Requirements Management Workflow / Process Managment
  5. 5. Jira Concepts - projects, issues and sub-tasks
  6. 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. 7. Workflow You may customize the workflow to meet the business needs
  8. 8. Example: Software development project
  9. 9. Example: Help Desk
  10. 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. 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. 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
  13. 13. Reporting
  14. 14. Roadmaps Easy view of the progress of a version / milestone
  15. 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. 16. Search Search in all fields, even in custom defined ones Searches can be saved, shared and used as filters
  17. 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. 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
  19. 19. BEST PRACTICES
  20. 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. 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. 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. 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. 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. 25. Q&A - don't let anything stop you http://www.atlassian.com/software/jira/docs

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