Want to become a wiz at workflows, a master of maintenance, and unafraid of upgrades? Hear real use cases and examples from Rachel Wright, author of the Jira Strategy Admin Workbook, and learn how to avoid common Jira Admin mistakes to keep your application clean and uncluttered. Walk through top tips for the smoothest Jira upgrades with Atlassian Product Manager Josephine Lee, and make sure you can take advantage of the newest features, fixes, and performance improvements of each release. Together, they'll help make your admin life easier and instance healthier so you can become a Jira Admin Champion.

1. Upgrades and Admin at Scale
How to Become a Jira Admin Champion
RACHEL WRIGHT | AUTHOR | JIRA STRATEGY ADMIN WORKBOOK | @RLW_WWW
JOSEPHINE LEE | PRODUCT MANAGER | ATLASSIAN | JLEE@ATLASSIAN.COM

2. Company 1: In a beautiful Jira garden
INTRODUCTION

3. Company 1: In a beautiful Jira garden
Company 2: In the Jira swamp
INTRODUCTION

4. Company 1: In a beautiful Jira garden
Company 2: In the Jira swamp
Company 3: Stuck in the mud
INTRODUCTION

5. Agenda
Top Jira Admin Mistakes
Jira Upgrade Tips

6. Workflow
Assumptions
Workflow
Diagram Editor
Default Post
Function

7. Workflow
Diagram Editor
Default Post
Function
Workflow
Assumptions

8. RESOLVED ≠ CLOSED
Default
Workflow

9. Resolutions
Closed
without
a Resolution
Temporary Post
Function

10. Resolutions
Closed
without
a Resolution
Temporary
Post Function

11. ISSUE TYPES
100’s of Choices!

12. BULK CHANGES
Link Types

13. Clean-Up
Checklist
Manually Verify
Run Integrity Checker
Run Support & Health Tools
Review Logs
Check API Apps
Be Ready to Respond

14. OWNERSHIP
Too Many
Administrators

15. Ownership
Checklist
Set Initial Configuration
Maintain the Application
Perform Upgrades
Ensure Stability

16. STANDARDS
Create Screen
Help Link

17. TEST ENVIRONMENT
Announcement
Banner

18. Agenda
Top Jira Admin Mistakes
Jira Upgrade Tips

19. Agenda
Top Jira Admin Mistakes
Jira Upgrade Tips

20. UPGRADE STAGES
Research
Stage 1

21. UPGRADE STAGES
Research
Ready your
instance
Stage 1 Stage 2

22. UPGRADE STAGES
Research
Ready your
instance
Do a test
upgrade
Stage 1 Stage 2 Stage 3

23. UPGRADE STAGES
Research
Ready your
instance
Execution
Do a test
upgrade
Stage 1 Stage 2 Stage 3 Stage 4

24. UPGRADE STAGES
Research
Ready your
instance
Execution
Do a test
upgrade
Stage 1 Stage 2 Stage 3 Stage 4

25. Research
Active License
Versions & Paths
Documentation
Methods
Tip #1
Make sure that you have an active license

26. Change to video
Active License
Versions & Paths
Documentation
Methods
Research Tip #1
Make sure that you have an active license

27. Change to video
Active License
Versions & Paths
Documentation
Methods
Research Tip #1
Make sure that you have an active license
my.atlassian.com

28. Active License
Versions & Paths
Documentation
Methods
Tip #2
Know which version to upgrade to
Research

29. Choosing a version
Top Features

30. Critical Bug FixesTop Features
Choosing a version

31. Critical Bug Fixes Supported PlatformsTop Features
Choosing a version

32. Critical Bug Fixes Supported Platforms
Operating systems,
databases, Java platforms,
LDAP engines, etc.
Top Features
Choosing a version

33. Active License
Documentation
Methods
Tip #2
Know which upgrade path to take
Versions & Paths
Research

34. Active License
Documentation
Methods
Tip #2
Know which upgrade path to take
Versions & Paths
Research
Jira 6.2 Jira 7.4

35. Active License
Documentation
Methods
Tip #2
Know which upgrade path to take
Versions & Paths
Research
Jira 6.2 Jira 7.4Jira 7.0

36. Active License
Documentation
Methods
Tip #2
Know which version and upgrade path to take
Versions & Paths
Research
bit.ly/upgradematrix

37. Active License
Documentation
Methods
Tip #2
Know which version and upgrade path to take
Versions & Paths
Research

39. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research

40. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4

41. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2

42. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3

43. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3
UPGRADE NOTES

44. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES

45. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES

46. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
UPGRADE NOTES

47. Active License
Documentation
Methods
Tip #3
Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
UPGRADE NOTES
RELEASE NOTES

48. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
Research

49. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
Rapid Upgrade
Same OS and DB
Research

50. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
Rapid Upgrade Manual Upgrade
Changing
OS or DB
Research
Same OS and DB

51. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
Rapid Upgrade
Upgrading with a
Fallback
Manual Upgrade
Changing
OS or DB
Mission-critical
Jira, mitigate
downtime
Research
Same OS and DB

52. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
Research
Data Center

53. Active License
Documentation
Methods
Tip #4
Know which upgrade method to take
Versions & Paths
bit.ly/upgrademethod
Research
Rapid Upgrade
Upgrading with a
Fallback
Manual Upgrade
Changing
OS or DB
Mission-critical
Jira, mitigate
downtime
Same OS and DB

54. UPGRADE STAGES
Research
Ready your
instance
Execution
Do a test
upgrade
Stage 1 Stage 2 Stage 3 Stage 4

55. UPGRADE STAGES
Research
Ready your
instance
Execution
Do a test
upgrade
Stage 1 Stage 2 Stage 3 Stage 4

56. Ready
Instance
Environment
Changes
Instance Health
Check Add-ons
Tip #5
Check if there are any environment changes needed
Changes could include
Providing more memory, adjusting reverse proxy
settings, etc.

57. Environment
Changes
Instance Health
Check Add-ons
Ready
Instance
Check these in the Upgrade Notes
Tip #5
Check if there are any environment changes needed

58. Environment
Changes
Instance Health
Check Add-ons
Tip #6
Run an Instance Health Check
Ready
Instance

64. Environment
Changes
Instance Health
Check Add-ons
Tip #7
Check your add-on compatibility
Ready
Instance

74. Environment
Changes
Instance Health
Check Add-ons
Tip #7
Check your add-on compatibility
Ready
Instance

75. Follow API Changes
developer.atlassian.com
Early Access Program
bit.ly/jiraearlyaccess
Turn Custom Add-ons Off
Turn them on one by one
Bonus Tip:
Custom
Add-ons

76. Follow API Changes
developer.atlassian.com
Early Access Program
bit.ly/jiraearlyaccess
Turn Custom Add-ons Off
Turn them on one by one
Bonus Tip:
Custom
Add-ons

77. Follow API Changes
developer.atlassian.com
Early Access Program
bit.ly/jiraearlyaccess
Turn Custom Add-ons Off
Turn them on one by one
Bonus Tip:
Custom
Add-ons

78. Environment
Changes
Instance Health
Check Add-ons
Tip #7
Check your add-on compatibility
bit.ly/checkaddons
Ready
Instance

79. UPGRADE STAGES
Research
Ready your
instance
Execution
Do a test
upgrade
Stage 1 Stage 2 Stage 3 Stage 4

80. UPGRADE STAGES
Research
Ready your
instance
Do a test
upgrade
Execution
Stage 1 Stage 2 Stage 3 Stage 4

81. Test
Upgrade
Staging
Environment
Upgrade Write-Up
User Testing
Communications
Tip #8
Set up your staging environment

82. Environment
Reverse proxies, SSL
configuration, or
load balancer
Staging Environment

83. Environment
Reverse proxies, SSL
configuration, or
load balancer
Database
Backup, install,
restore
Staging Environment

84. Environment
Reverse proxies, SSL
configuration, or
load balancer
Database
Backup, install,
restore
Jira
Copy Jira and point
to staging, disable
email notifications
Staging Environment

85. Environment
Reverse proxies, SSL
configuration, or
load balancer
Database
Backup, install,
restore
Jira
Copy Jira and point
to staging, disable
email notifications
Extras
User Management,
Applinks
Staging Environment

86. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Tip #8
Set up your staging environment
bit.ly/stagingenvironment
Test
Upgrade

87. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Tip #9
Write up notes as you do a test upgrade
Test
Upgrade
Any notes, questions, comments from your
test upgrade

88. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Test
Upgrade
Tip #9
Write up notes as you do a test upgrade

89. Staging
Environment
Upgrade Write-Up
User Testing
Communications
bit.ly/upgradechecklist
Test
Upgrade
Tip #9
Write up notes as you do a test upgrade

90. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Tip #10
Have end users do User Acceptance Testing
Test
Upgrade

91. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Test
Usual workflows, different teams, varying Jira
functionality
Test
Upgrade
Tip #10
Have end users do User Acceptance Testing

92. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Tip #11
Have a communication plan ready
Test
Upgrade

93. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Jira Software Upgrade Planned for
03/03/2017 at 22:00:00 UTC
We expect Jira to be down for 4 hours
Contact Nick Jones at njones@companyemail.com with any questions
Test
Upgrade
Tip #11
Have a communication plan ready

94. Staging
Environment
Upgrade Write-Up
User Testing
Communications
Channels
Jira Announcement Banner, email, internal chat,
physical communications, etc.
Test
Upgrade
Tip #11
Have a communication plan ready

95. UPGRADE STAGES
Research
Ready your
instance
Do a test
upgrade
Execution
Stage 1 Stage 2 Stage 3 Stage 4

96. UPGRADE STAGES
Research
Ready your
instance
Do a test
upgrade
Execution
Stage 1 Stage 2 Stage 3 Stage 4

97. Tip #12
Back up your instance data
Execution
Make sure you’ve backed up the latest
changes!
Backup Data
Testing &
Communications
Upgrade

98. Jira’s XML Backup
Utility
Execution
Native DB
Backup Tools
Tip #12
Back up your instance data
Backup Data
Testing &
Communications
Upgrade

99. Jira’s XML Backup
Utility
Execution
Moving and migrating
small instances
Native DB
Backup Tools
Tip #12
Back up your instance data
Backup Data
Testing &
Communications
Upgrade

100. Jira’s XML Backup
Utility
Native DB
Backup Tools
Moving and migrating
small instances
Stability at
scale
Execution Tip #12
Back up your instance data
Backup Data
Testing &
Communications
Upgrade

101. Tip #13
Use your test upgrade notes
Execution
Backup Data
Testing &
Communications
Upgrade

102. Tip #14
Run user acceptance testing and rollout
communications
Execution
Backup Data
Testing &
Communications
Upgrade

103. Tip #14
Run user acceptance testing and rollout
communications
Jira Software was Upgraded!
To check out the new features, click here
Contact Nick Jones at njones@companyemail.com with any questions
Execution
Backup Data
Testing &
Communications
Upgrade

104. UPGRADE STAGES
Research
Ready your
instance
Do a test
upgrade
Execution
Stage 1 Stage 2 Stage 3 Stage 4

105. REFERENCES
my.atlassian.com
bit.ly/upgradematrix
bit.ly/upgrademethod
developer.atlassian.com
bit.ly/jiraearlyaccess
bit.ly/checkaddons
bit.ly/stagingenvironment
bit.ly/upgradechecklist
Check your license status
Choose Jira version, upgrade path, links
to release notes
Check your upgrade method
Follow our API changes
Jira Software Early Access Program
Checking your add-on compatibility
Setting up your staging environment
Handy Jira upgrade checklist

106. REFERENCES
bit.ly/jiraupgradetips
Best practices guide for upgrading Jira Software Server

107. REFERENCES
www.jirastrategy.com/champion
Top Jira Mistakes
Presentation notes
and 12 additional mistakes to avoid

108. REFERENCES
Book Q&A
Community Lounge

109. Jira Admin
Champion

110. Jira Admin
Champion
Remove Clutter

111. Jira Admin
Champion
Remove Clutter
Avoid Over-Customization

112. Jira Admin
Champion
Remove Clutter
Avoid Over-Customization
Upgrade Often

113. Thank you!
RACHEL WRIGHT | AUTHOR | JIRA STRATEGY ADMIN WORKBOOK | @RLW_WWW
JOSEPHINE LEE | PRODUCT MANAGER | ATLASSIAN | JLEE@ATLASSIAN.COM