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JIRA System Admin Traning
This document outlines a Jira administration training course led by Brandon Huff, an experienced agile coach with a significant background in managing projects for major companies. The course aims to familiarize participants with Jira's administration features, project configuration, and best practices for managing issues and workflows. Additionally, it covers various areas of Jira administration, including user management, system configuration, and customization options, while highlighting important tools and resources available for effective Jira utilization.
In this document
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Introduction to JIRA administration training; overview of cPrime and instructor Brandon Huff's background.
Overview of JIRA as a project management tool that offers customization and transparency for managing projects and workflows.
Details on JIRA project configuration options, including issue types, workflows, and screen schemes.
In-depth look at issue type schemes, workflow schemes, and screen schemes in JIRA and their importance.
Insight into project administration areas, user management, and add-ons within JIRA.
Managing users and groups, and defining global permissions within the Atlassian ecosystem.
How to create and manage various issue types, workflows, and their relationships in JIRA.
Screens and screen schemes management, associating fields and operations in JIRA.
Configuring notification and permission schemes tailored for specific project needs.
Overview of system administration including critical configurations and areas like backups and system links.
Information on further resources for JIRA and a closing note expressing gratitude.
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JIRA System Admin Traning
- 1. © 2016 cPrimeInc., All Rights Reserved JIRA Administration Training Preview
- 2. About cPrime 2 cPrime isan 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 • ThisJIRA 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 JIRAdo 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
- 7. Projects deliver Products 7 IssuesIssues Issues Issues IssuesWorkflow People Project 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 AgileBoards & DashboardsJIRA System Configuration Searching & FiltersProject Configuration Project Data 9
- 10. JIRA Administration Administration JIRA SystemConfiguration Project Configuration 10 • System Administration • Projects • Configuration Options • User Management • System Options • Add-ons • Project Administration • Issues • Workflows • Roles • Versions • Notifications
- 11. JIRA Project ConfigurationOptions • Projects select available configuration options • Issue Types • Workflows • Screens • Fields • Permissions • Notifications • Project specific configuration options • Versions • Components • Roles 11
- 12. JIRA Schemes • Applya 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 • Viewcurrent Workflow and which Issue Types it applies to • Switch Scheme to select another Workflow Scheme 14
- 15. Screen Scheme • Viewcurrent Screens and what operations and Issue Types they are associated with • Switch Scheme to select another Screen Scheme 15
- 16. Field Configuration • Viewcurrent Fields and what Screens they are on • Switch Configuration to use another Field Configuration Scheme 16
- 17. JIRA Scheme Relationships 17 Moreon this later!
- 18. Demo • Demo ProjectAdministration Areas and Schemes • Issue Type Schemes • Workflow Schemes • Field Schemes 18
- 19.
- 20. JIRA Administration • DifferentJIRA Administration areas • Projects • Add-Ons • User Management • Issues • System • Audit Log • Must have appropriate Administrator Permissions to access these areas 20
- 21. Project Administration • ProjectAdmin 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-OnAdmin 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 • Searchfor 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
- 30.
- 31. Issues Administration • IssuesAdmin area is where Project Configuration items are created and configured • This is where your Schemes will be created 31
- 32. Issue Types 32 • IssueTypes 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 TypeSchemes 34 Story Bug Request Sub-Task Issue Type Scheme is a collection of Issue Types Story Bug Request Sub-Task
- 35. Workflows 35 • Workflow areais where Workflows are created and edited • Only active (in use) Workflows are shown (Inactive are hidden but accessible)
- 36. Workflow Schemes 36 • WorkflowScheme 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 Schemeassigns Issue Types to a Workflow Story Bug Request Sub-Task
- 38.
- 39. Screens 39 • Screen areais where Screens are created and edited • Specific Fields are associated with each Screen
- 40. Screens 40 Fields are associatedwith 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 • ScreenScheme 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 Schemesassociate Screens with Operations Story Screen Scheme Story Create Screen Story Edit Screen Story View Screen Story Create Screen Story Edit Screen Story View Screen
- 43.
- 44. Issue Type ScreenSchemes 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 IssueType 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 ScreenScheme Relationships 46
- 47. Notification Schemes 47 • NotificationScheme 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 • NotificationSchemes 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 • PermissionScheme area is where Permission options are configured • A Project would select this Scheme to use the Permission Scheme
- 50. • Permission Schemescan 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
- 52.
- 53. System Administration 53 • SystemAdmin area is where System options are configured • Many critical configuration options are here • Server information • Application Links • Backup • General configuration
- 54. System Administration 54 • GeneralConfiguration area is where basic system information is managed
- 55. System Administration 55 • TimeTracking area is where Time Tracking elements are managed • Working hours, working days, enable
- 56. System Administration 56 • IssueLinking 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 • SystemDashboard area is where the login Dashboard is configured • Configure the dashboard to suit your user needs
- 58. System Administration 58 • Lookand 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 • AnnouncementBanner 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 • ApplicationNavigator 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 • Indexingarea 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
- 63.
- 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 JIRAComplete 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
- 66.