Jira 8 Essentials: Effective project tracking and issue management with enhanced Jira 8.21 and Data Center features, 6th Edition
- Length: 412 pages
- Edition: 6
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-10-28
- ISBN-10: 180323265X
- ISBN-13: 9781803232652
- Sales Rank: #1728971 (See Top 100 Books)
Implement future-proof solutions for all types of teams with Data Center by learning about performance, reliability, scalability, and security
Purchase of the print or Kindle book includes a free PDF
Key Features
- Explore all of Jira’s core features as well as the advanced features offered by Data Center
- Learn to use Jira for issue management, field management, screen management, and business workflows
- Install, update, and manage third-party apps from Atlassian marketplace to extend Jira capabilities
Book Description
This new and improved sixth edition comes with the latest Jira 8.21 Data Center offerings, with enhanced features such as clustering, advanced roadmaps, custom field optimization, and tools to track and manage tasks for your projects. This comprehensive guide to Jira 8.20.x LTS version provides updated content on project tracking, issue and field management, workflows, Jira Service Management, and security.
The book begins by showing you how to plan and set up a new Jira instance from scratch before getting you acquainted with key features such as emails, workflows, and business processes. You’ll also get to grips with Jira’s data hierarchy and design and work with projects. Since Jira is used for issue management, this book will help you understand the different issues that can arise in your projects. As you advance, you’ll create new screens from scratch and customize them to suit your requirements. Workflows, business processes, and guides on setting up incoming and outgoing mail servers will be covered alongside Jira’s security model and Jira Service Management. Toward the end, you’ll learn how Jira capabilities are extended with third-party apps from Atlassian marketplace.
By the end of this Jira book, you’ll have understood core components and functionalities of Jira and be able to implement them in business projects with ease.
What you will learn
- Examine various deployment options and system requirements for hosting Jira Data Center
- Understand Jira’s data hierarchy and learn how to design and work with projects in Jira
- Use Jira for agile software projects, business process management, customer service support, and more
- Explore field configuration schemes and find out how to apply them to projects
- Develop and design customized screens and apply them to different projects
- Create configurable reports on projects and share information through dashboards for reporting and analysis
Who this book is for
This book is especially useful for project managers, but it’s also intended for other Jira users, including developers, and any other industry besides software development, who would like to leverage Jira’s powerful task management and workflow features to better manage their business processes.
Jira 8 Essentials Contributors About the author About the reviewer Preface Who this book is for What this book covers To get the most out of this book Download the color images Conventions used Get in touch Share Your Thoughts Download a free PDF copy of this book Part 1: Introduction to Jira Chapter 1: Getting Started with Jira Data Center Understanding the Jira platform Introducing Jira Data Center System requirements Hardware requirements Software requirements Installation package options Installing Java Installing and configuring Jira Installing Jira Post-installation configuration Increasing Jira’s memory Changing Jira’s port number and context path Configuring HTTPS Clustering Preparing for clustering Creating JIRA_SHARED_HOME Enabling clustering Adding a node to the load balancer Adding new nodes to the cluster Zero-downtime upgrade Summary Chapter 2: Using Jira for Business Projects Understanding projects and project types Business projects Jira permissions Creating projects Project user interfaces Project browser The Summary tab The Issues tab The Versions and Components tabs Project settings Importing data into Jira Importing data through CSV Archiving projects and issues The HR project Creating a new project Creating new components Putting it all together Summary Part 2: Jira in Action Chapter 3: Using Jira for Agile Projects Getting an overview of Scrum and Kanban Scrum Kanban Running a project with Scrum in Jira Creating a Scrum project Working with the backlog Prioritizing and estimating work Creating a new sprint Running a sprint Running a project with Kanban in Jira Creating a Kanban project Using the Kanban board Enabling a backlog for Kanban Configuring agile boards Configuring columns Adding column constraints Setting up swimlanes Defining quick filters Grooming your backlog Creating a new agile board for your project Including multiple projects on your board Summary Chapter 4: Working with Issues Understanding issues Jira issue summary Working with issues Creating an issue Assigning issues to users Editing an issue Moving an issue between projects Sharing issues with other users Deleting an issue Receiving notifications on an issue Casting a vote on an issue Issue linking Linking issues with other issues Linking issues with remote contents Cloning an issue Tracking time Specifying original estimates Logging work Issues and comments Attachments Attaching files Issue types and sub-tasks Creating issue types Deleting issue types Using sub-tasks Issue type schemes Adding issue types to an issue type scheme Issue priorities Creating a priority scheme The HR project Adding new issue types Updating the issue type scheme Putting it all together Summary Chapter 5: Field Management Understanding system fields Understanding custom fields Standard fields Advanced fields Understanding field searchers Custom field context Managing custom fields Adding a custom field Editing/deleting a custom field Configuring a custom field Adding custom field contexts Configuring select options Setting default values Optimizing custom fields Field configuration Adding a field configuration Managing field configurations Field descriptions Required fields Field visibility Field rendering Field configuration scheme Managing field configuration schemes Adding a field configuration scheme Configuring a field configuration scheme Associating a field configuration scheme with a project Screens The HR project Setting up a custom field Setting up the field configuration Setting up a field configuration scheme Putting it together Summary Chapter 6: Screen Management Understanding Jira and screens Working with screens Adding a new screen Adding a field to a screen Deleting a field from a screen Using screen tabs Adding a tab to a screen Editing/deleting a tab Editing/deleting a screen Copying a screen Working with screen schemes Adding a screen scheme Associating screens to issue operations Editing/deleting an association Editing/deleting a screen scheme Copying a screen scheme Issue type screen scheme Associating issue types to screen schemes Editing/deleting an association Editing/deleting an issue type screen scheme Copying an issue type screen scheme Associating an issue type screen scheme with a project Delegating screen management Troubleshooting fields and screens The HR project Setting up screens Setting up screen schemes Setting up issue type screen schemes Putting it together Summary Part 3: Advanced Jira Chapter 7: Workflow and Business Process Mapping business processes Understanding workflows Managing workflows Issue statuses Transitions Using the workflow designer Authoring a workflow Adding a trigger to transitions Adding a condition to transitions Adding a validator to transitions Adding a post function to transitions Updating an existing workflow Understanding workflow schemes Creating a workflow scheme Configuring a workflow scheme Assigning an issue type to a workflow Editing or deleting an association Applying a workflow scheme to projects Delegated workflow management Extending a workflow with workflow add-ons JSU Jira Workflow Toolbox (JWT) Jira Misc Workflow Extensions (JMWE) Workflow Enhancer for Jira ScriptRunner for Jira The HR project Setting up workflows Applying the workflow Putting it together Summary Chapter 8: Emails and Notifications Jira and email Mail servers Working with outgoing mail Disabling outgoing mail Enabling SMTP over SSL Sending a test email Mail queues Viewing the mail queue Flushing the mail queue Manually sending emails Events Working with mail templates Adding a custom event Firing a custom event Notifications Notification schemes Adding a notification scheme Managing a notification scheme Assigning a notification scheme Batching email notifications Troubleshooting notifications Incoming emails Adding an incoming mail server Mail handlers Adding a mail handler Advanced mail handler The HR project Setting up mail servers Updating workflow post functions Setting up a notification scheme Setting up notifications Putting it together Summary Chapter 9: Securing Jira Managing users Adding a user Enabling public signup Enabling CAPTCHA Managing groups and roles Managing groups Managing roles User directories Connecting to LDAP Understanding Jira permissions Application access Global permissions Project permissions Permission schemes Configuring permission schemes Applying a permission scheme Issue security Issue security schemes Configuring an issue security scheme Setting a default security level Applying an issue security scheme Troubleshooting permissions Workflow security Password policy Enabling SSO with SAML Enabling JIT provisioning Auditing system changes The HR project Setting up groups Setting up user group association Setting up permission schemes Setting up permissions Putting it together Summary Chapter 10: Searching, Reporting, and Analysis Search interface and options in Jira Issue navigator Quick search Basic search Advanced search with JQL Working with search results Switching result views Customizing the column layout Exporting search results Sharing search results Filters Reports Generating a report Dashboards Managing dashboards Creating a dashboard Configuring a dashboard Changing the ownership of a dashboard Gadgets Placing a gadget on the dashboard Editing a gadget Deleting a gadget The HR project Setting up filters Setting up dashboards Setting up gadgets Putting it together Summary Chapter 11: Jira Service Management Introducing Jira Service Management Installing Jira Service Management Getting started with Jira Service Management Creating a new service desk Branding your customer portal Service desk user types Adding an agent to a service desk Managing service desk customers Adding a collaborator to a service desk Issue types and request types Setting up request types Organizing request types into groups Setting up fields for request type Setting up a workflow for a request type Service-level agreement (SLA) Setting up an SLA Setting up custom calendars Managing requests with queues Creating a new queue Creating knowledge base articles Process automation Summary Chapter 12: Jira and Third Party Apps Atlassian Marketplace and third-party apps Universal Plugin Manager Searching and installing apps from the Atlassian Marketplace Installing apps manually Managing installed apps Configuring the UPM Extending Jira with apps Extending custom fields with apps Extending workflow with apps Customizing Jira with scripts Better time tracking and reporting Selecting an app and its vendor Summary Index Why subscribe? 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