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Installing Jira

VIEWS: 39 PAGES: 19

									Installing Jira

             Resin Upgrade to 3.0.9

             Redisn Install

             Resin Config.

             EPPI Config with 3.0.9

             Novum Config with 3.0.9

             Jira Install.

             Jira Config.

             Mail Server Config.

----------------------------------------------------------------

Setting up JIRA for your Project.

JIRA is a software development issue tracking tool that appears to be initially
something the developer would set, administare and use. However it can just
as easily be used by the client of the developer.

All items not mentioned here should be left at the default.

JIRA Setup


Step 1 of 3: Application properties
Global properties for this install of JIRA.
Existing data? If you have already setup JIRA before, you can import your existing data instead
the setup wizard again.
                 *
                        Genw orth Financial PPI Issue Tracker
Application
                     The application title will be used to 'name' this installation.
      Title:
     *
         Mode:          Private
                     JIRA can operate in two modes:
                     1. Public - Any user can signup and post issues.
                     2. Private - Only administrators can create new users.
         *
             Base       https://w w w .rsv-test.com:443/atlassian-ji
             URL:    This is the base URL of this installation of JIRA. All links created (for emails etc) will be prefixed by this URL.
         *
             Index      index
             path:   Enter an absolute directory path where JIRA can store the indexes. If the path does not exist, JIRA will try to create it for you.
         Attachment             attachments
               Path:         If you would like to allow attachments to issues, enter a directory path where JIRA can store the attachments. If the path does not exist, JIRA will t

                  Backup        backups
                    Path:    JIRA provides the option to automatically backup your data every 12 hours. We highly recommend this option.
                             If you would like to enable this option please specify a directory for JIRA to store the backups.




        License
              *
                  License
                     Key:




                             Enter your JIRA license key - either commercial or evaluation.
                             You can generate an evaluation license instantly online

                                                                                                     Next>>




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        JIRA Setup


Step 3 of 3: Email Notification
Setup the email server to be used for email notifications, or turn them off.
                  Disable Email Notifications


    Name:          Default SMTP Server
              The name of this server within JIRA.

    From           scott.burgess@genw orth.com
  address:    The default address this server will use to send emails from (be sure that this email address is allowed to send mail through the server specified).

     Email         [JIRA]
    prefix:   A prefix which is prepended to every subject (useful in helping users filter mail).




Server Details
Enter either the host name of your SMTP server or the JNDI location of a javax.mail.Session object
to use.
SMTP Host
     Host          cin01ssbhmailge.gemail.ge.com
    Name:     To send email notifications via an SMTP server, enter the host name of the SMTP server

Username:
             Optional - if you use authenticated SMTP to send email, enter your username.

Password:
             Optional - as above, enter your password if you use authenticated SMTP.

or
JNDI Location
    JNDI
 Location:   To send email notifications via an existing mail session, enter the JNDI location of the javax.mail.Session object.


                                                                         Finish




       First Set up your User Groups.

       Defined three user group types:

       Testers – Able to open and edit bugs.
       TIA Developers – Able to work on issues and resolve them.
       GEFI Developers – As above. Reasons I separated this is I do not know if it is
       possible later to do time tracking for each dev. group.

       Default user groups:

       Jira Admins – Able to administer Jira. If you select this does it give all
       permissions below this such as Developer, Tester etc? Have mailed Jira.
       Jira Users – default type on creation. It appears that you have to have to
       belong to this group to be able to login.

       The permissions of the actions a particular group can do are defined in the
       TNT Permissions Scheme.

       Set up your users and assign them to groups.

       Do this using the User Browser. You will need to add at least your key testers
       and development component leaders.

       These Users will be able to work on all Projects in Jira. I am not sure how yet
       to define different roles for different projects although this should be possible
       using different permission schemes.

       Now Define a Project.


       Key: TNT – this prefixes all bugs references with this suffix. Eg. TNT-1
       URL: No URL
       Lead: Donnchadh O'malley - This is the Lead Developer and it is a project
       default that they are auo assigned all issues to reassign to coders. However
       using components below we are able to avoid hat and therefore it makes
       more sense to have the GEFI UAT leader defined here.
Default Assignee: Project Lead
Notification Scheme: Default Notification Scheme ( select scheme | edit
notifications )
Permission Scheme: TNT Permission Scheme ( select scheme | edit
permissions ) - Initially only default Permission schemes will be available so
choose that one first and not as here.
Issue Security Scheme: None ( select scheme )
Field Layout Schemes: System Default Layout
Workflow Scheme: TNT workflow Scheme ( select scheme )
CVS Modules: None ( select modules )
Mail Configuration: Mail notifications from this project will come from the
default address ( edit configuration )
Project Category: None ( select category )


Add Components and Component Leads.

Components
 Add new component, select assignees for components
  Claims (Lead: Claire Calcut) (Delete | Edit)
  Document Production (Lead: Roddi Liebenberg) (Delete | Edit)
  Finance (Lead: mark badman) (Delete | Edit)
  Policy (Lead: mark badman) (Delete | Edit)
  Scheme Loader (Lead: Roddi Liebenberg) (Delete | Edit)


Components.

Defined as:

Component                                Development Lead

Area                  Owner User Id
Claims                ccallcut
Configuration         Erik Jacobsen
Customer              mbadman
Document Production   rliebenberg
Finance               mpant
Other                 rliebenberg
Policy                mbadman
Product               mbadman
Reinsurance           rliebenberg
Scheme Loader         taulakh



Upon creating an issue it is automatically assigned to the appropriate
development lead.
You then need to ‘Select’ Assignees as below so that bugs are auto
assigned.

Project: TNT CH and DE v.0.1
Key: TNT
URL: No URL
Lead: Donnchadh O'Malley
Default Assignee: Project Lead
Notification Scheme: None
Permission Scheme: None
Issue Security Scheme: None
Field Layout Schemes: System Default Layout
Workflow Scheme: None
CVS Modules: None
Project Category: None
Select Component Assignee
Use this page to select default assignees for newly created issues.


 Component Name         Component Lead Default Component Assignee

                                              Project          Project
                                           Default          Lead (lead:
                                                            Donnchadh O'Malley)
 Claims                 Claire Callcut
                                               Unassigned
                                                                Component
                                           issues are
                                                          Lead (lead: Claire
                                           disabled.      Callcut)


                                              Project          Project
                                           Default          Lead (lead:
                                                            Donnchadh O'Malley)
 Configuration          Erik Jacobsen
                                               Unassigned
                                                               Component
                                           issues are
                                                          Lead (lead: Erik
                                           disabled.      Jacobsen)


                                              Project          Project
                                           Default          Lead (lead:
                                                            Donnchadh O'Malley)
 Customer               Mark Badman
                                               Unassigned
                                                              Component
                                           issues are
                                                          Lead (lead: Mark
                                           disabled.      Badman)


                                              Project          Project
                                           Default          Lead (lead:
                                                            Donnchadh O'Malley)
 Document Production Roddi Liebenberg
                                               Unassigned
                                                               Component
                                           issues are
                                                          Lead (lead: Roddi
                                           disabled.      Liebenberg)
                                            Project         Project
                                         Default         Lead (lead:
                                                         Donnchadh O'Malley)
 Finance           Manoj Pant
                                             Unassigned
                                                              Component
                                         issues are
                                                        Lead (lead: Manoj
                                         disabled.      Pant)


                                            Project         Project
                                         Default         Lead (lead:
                                                         Donnchadh O'Malley)
 Other             Roddi Liebenberg
                                             Unassigned
                                                             Component
                                         issues are
                                                        Lead (lead: Roddi
                                         disabled.      Liebenberg)


                                            Project         Project
                                         Default         Lead (lead:
                                                         Donnchadh O'Malley)
 Policy            Mark Badman
                                             Unassigned
                                                            Component
                                         issues are
                                                        Lead (lead: Mark
                                         disabled.      Badman)


                                            Project         Project
                                         Default         Lead (lead:
                                                         Donnchadh O'Malley)
 Reinsurance       Roddi Liebenberg
                                             Unassigned
                                                             Component
                                         issues are
                                                        Lead (lead: Roddi
                                         disabled.      Liebenberg)


                                            Project         Project
                                         Default         Lead (lead:
                                                         Donnchadh O'Malley)
 Scheme Loader     Tony Aulakh
                                             Unassigned
                                                             Component
                                         issues are
                                                        Lead (lead: Tony
                                         disabled.      Aulakh)




                                Update




Manage Versions.

Versions
 Manage versions
                                                                       17/Dec/04
  02Q
                                                                       16/Dec/04
  02R
                                                                       16/Dec/04
  02S
                                                                       24/Dec/04
  02T
Not sure how this works yet!! I assume it influences workflow and resolution in
some way….

Global Settings.

Attachments Should be Turned ON

Issue Linking – Turn it ON. This enables developers to link duplicate issues
or show dependencies between one issue and another.

Mail Servers.

SMTP Mail Servers
The table below shows the SMTP mail servers currently configured for this
server
    Name                Details
    Default SMTP        From:                                      Edit
    Server              scott.burgess@genworth.com                 Del
                        Prefix: [JIRA]                          Send a Test
                        Host:                                     Email
                        cin01ssbhmailge.gemail.ge.com


Time Tracking




Time Tracking
Time Tracking is currently ON.
The number of working hours per day is 7.
The number of working days per week is 5.
N.B. To change these value deactivate and then reactivate Time Tracking.
For the users you wish to be able to log work on issues, ensure that they
have the Work On Issues permission in the relevant permission scheme.
To deactivate Time Tracking, simply click below.


I turned this on. Not sure what we can use it for yet but it looks useful!


Workflows.

Looks interesting but I haven’t played with it enough to understand how we
could leverage its flexibility.
Schemes

Notification.

This seems like a lot of e-mails. You may want to turn some of these off!!

Permission Schemes.

You should create a copy of the default scheme and use that as a template for
modifying to suit your user groups. Here is the first try config for TNT.

    Permission                                               Users / Groups          Operations
    Administer Projects                                       Group (jira-           Add
    Ability to administer a project in JIRA.
                                                             administrators) (Del)
    Browse Projects                                           Group (Testers)        Add
    Ability to browse projects and the issues within them.   (Del)
                                                              Group (jira-users)
                                                             (Del)

    Create Issues                                             Group (Testers)        Add
    Ability to create issues.                                (Del)
                                                              Group (jira-users)
                                                             (Del)

    Edit Issues                                               Group (TIA             Add
    Ability to edit issues.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
    Schedule Issues                                           Group (TIA             Add
    Ability to set or edit an issue's due date.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
    Move Issues                                               Group (TIA             Add
    Ability to move issues between projects. Note the user
    can only move issues to a project he or she has create
                                                             developers) (Del)
    permission for.                                           Group (GEFI
                                                             Developers) (Del)
    Assign Issues                                             Group (TIA             Add
    Ability to assign issues to other people.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
    Assignable User                                           Group (Testers)        Add
    Users with this permission may be assigned to issues.    (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
                                                              Group (TIA
                                                             developers) (Del)
                                                              Group (jira-users)
                                                             (Del)

    Resolve Issues                                            Group (TIA             Add
Ability to resolve and reopen issues. This includes the
ability to set a fix version.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
Close Issues                                                  Group (TIA             Add
Ability to close issues. Often useful where your
developers resolve issues, and a QA department closes
                                                             developers) (Del)
them.                                                         Group (GEFI
                                                             Developers) (Del)
Modify Reporter                                               Group (TIA             Add
Ability to modify the reporter when creating or editing an
issue.
                                                             developers) (Del)
                                                              Group (jira-
                                                             administrators) (Del)
Add Comments                                                  Group (Testers)        Add
Ability to comment on issues.                                (Del)
                                                              Group (jira-users)
                                                             (Del)

Delete Issues                                                 Group (jira-           Add
Ability to delete issues, comments and attachments.
                                                             administrators) (Del)
Work On Issues                                                Group (TIA             Add
Ability to log work done against an issue. Only useful if
Time Tracking is turned on.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
Link Issues                                                   Group (TIA             Add
Ability to link issues together and create linked issues.
Only useful if issue linking is turned on.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
Create Attachments                                            Group (Testers)        Add
Users with this permission may create attachments.           (Del)
                                                              Group (jira-users)
                                                             (Del)

View Version Control                                          Group (TIA             Add
Ability to view Version Control commit information for
issues.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
View Voters and Watchers                                      Group (TIA             Add
Ability to view the voter and watcher list of an issue.
                                                             developers) (Del)
                                                              Group (GEFI
                                                             Developers) (Del)
Manage Watcher List                                           Group (jira-           Add
Ability to manage the watcher list of an issue.
                                                             administrators) (Del)
Set Issue Security                                                                   Add
Ability to set the level of security on an issue so that
only people in that security level can see the issue.
   Issue Fields.

   Custom fields

   I have created the following custome fields. Soemare required going forward eg. Country, but some are there as they may be
   needed for impoarting the old data set. Eg. Old Bug Ref.

     Name                           Type           Searcher           Default         Scope
Country               Radio Buttons         Radio Button Searcher               Global (all issues) Edit | Edit Defaults | Del | Edit Options
The country where
the issue was found

Environment Multi Checkboxes                Multi Checkbox Searcher             Global (all issues) Edit | Edit Defaults | Del | Edit Options
where issue
seen
Old Bug Doc Text Field (< 255 characters) Free Text Searcher                    Global (all issues) Edit | Edit Defaults | Del
Ref Name
Old Master            Number Field          Number Searcher                     Global (all issues) Edit | Edit Defaults | Del
Error Log
number
Old Stream            Number Field          Number Searcher                     Global (all issues) Edit | Edit Defaults | Del
Error Log
Number
Work                  Select List           Select List Searcher                Global (all issues) Edit | Edit Defaults | Del | Edit Options
Stream
Field Layout System.

This is a first try.

              Name                                      Order          Operations
               Summary                       Required           Edit
               Work Stream                                      Edit | Show
               Issue Type                    Required           Edit
               Security                                         Edit | Hide | Required
               Level
               Priority                      Required           Edit | Hide | Optional
               Due Date                                         Edit | Hide | Required
               Country                     Required             Edit | Hide | Optional
               The country where the issue was
               found

               Environment                                      Edit | Hide | Optional
               where issue
               seen                          Required

               Environment                                      Edit | Show
               For example operating system,
               software platform and/or hardware
               specifications (include as appropriate
               for the issue).

               Component/s                   Required           Edit | Hide | Optional
               Old Master                                       Edit | Hide | Required
               Error Log
               number
               Old Stream                                       Edit | Hide | Required
               Error Log
               Number
               Affects                                          Edit | Hide | Required
               Version/s
               Fix Version/s                                    Edit | Hide | Required
               Assign To                     Required           Edit | Hide
               Reporter                      Required           Edit | Hide | Optional
               Description                                      Edit | Hide | Required
               Old Bug Doc                                      Edit | Hide | Required
               Ref Name
               Attachment                                       Edit | Hide
               Time                                             Edit | Hide | Required
               Tracking
               An estimate of how much work
               remains until this issue will be
                        resolved.
                        The format of this is ' *w *d *h *m '
                        (representing weeks, days, hours and
                        minutes - where * can be any
                        number)
                        Examples: 4d, 5h 30m, 60m and 3w.



It gives a bug creation screen like this.

                 Project: TNT CH and DE
    Issue Type:                Bug
     *
         Summary:
             *
                 Priority:     Trivial

         Due Date:
         *
             Country:
                                  CH
                                  DE
*
    Environment
                                  Model Office DEV
    where issue
           seen:                  Model Office Prod
                                  UAT
                                  Training
                                  Migration 1
                                  Migration Prod
                                  Sand Box
                                  Production
                         *
                               Unknow n
                               Claims
Component/s:                   Document Production
                               Finance
                               Policy

     Old Master
      Error Log
       number:
     Old Stream
       Error Log
       Number:
           Affects             Unknow n
                               Unreleased Versions
         Version/s:            - 02Q
                               - 02R
                               - 02S
Fix Version/s:      Unknow n
                    Unreleased Versions
                    - 02Q
                    - 02R
                    - 02S
 *
     Assign To:     - Automatic -

      Reporter:     domalley

 Description:




Old Bug Doc
  Ref Name:
 Attachment:
                  The maximum file upload size is 5.00 Mb. Please zip files larger than this.

       Original
      Estimate:   An estimate of how much work remains until this issue will be resolved.
                  The format of this is ' *w *d *h *m ' (representing weeks, days, hours and minutes - where * can be any number)
                  Examples: 4d, 5h 30m, 60m and 3w.
Navigator Columns.

A first try.


Re-order Columns
The table below contains sample data to show you an example of what your Issue Navigator will look like using the selected
columns.
Use and to rearrange the column order, and to remove a column from your list.


T      Key      Old Ref                                      Old Stream Ref                    Summary Components Assignee Reporter Pr         Status Res          Created U
                (The old ref number in the master error log) (The old ref in the stream log)



       TNT-11                                                                                  for clair   Claims   Claire Calcut   Raj Nair    Open   UNRESOLVED 10/Dec/04   1

                                                                                               !st Test
       TNT-10                                                                                  Bug         Policy   mark badman     Raj Nair    Open   UNRESOLVED 10/Dec/04   1

                                                                                               entered



IMPORTING DATA FROM EXCEL.

There is a help page at : http://www.atlassian.com/software/jira/docs/latest/csv_import.html

The example excel file it gives you there is almost correct but not quite!
If a parse exception occurs it is still very likely that the import has occurred. Eg. Incorrect date format will cause an exception but
records will be imported with all non-parsed dates set to the time and date of import


FAQ




> 1) Is it possible to add a new field/radio button/ drop down
> list at a later time to the bug submission form as
> requirements change?

Yes, it is indeed possible to add a custom field at any time.

> 2) If I do that and then use that parameter as reporting or
> filter item then what happens to the old database records
> that do not have that parameter attached. Are they simply not
> reported at all or are they reported as exceptions or unkowns?

Yes, correct they would simply not be reported.

> 3) Similarly can I add a new status such as 'resolved for
> retest' type at a later time?

Not exactly. To add a new status you will need to create a new workflow
(e.g. by copying the current workflow) and then edit this copy as necessary
and migrate all the issues to this workflow.
> 4) When I export the DB to XML does it export 'everything'
> including the db contents and the projects complete
> configuration (defined workflows, permissions, form
> layouts....) including user accounts?

This exports everything in the database. Please note that the attachments
themselves are not exported as they are kept on disc outside of the
database. You can read more about exporting here:
http://www.atlassian.com/software/jira/docs/latest/backup_data.html

								
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