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Jira 8 Essentials

Jira 8 Essentials

By : Patrick Li
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Jira 8 Essentials

Jira 8 Essentials

5 (12)
By: Patrick Li
Buy this Book

Overview of this book

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.
Table of Contents (18 chapters)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Download the color images
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Conventions used
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Get in touch
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Share Your Thoughts
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Download a free PDF copy of this book
1
Part 1: Introduction to Jira
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Part 1: Introduction to Jira
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2
Chapter 1: Getting Started with Jira Data Center
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Chapter 1: Getting Started with Jira Data Center
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Understanding the Jira platform
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Introducing Jira Data Center
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System requirements
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Installation package options
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Installing and configuring Jira
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Post-installation configuration
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Clustering
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Zero-downtime upgrade
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Summary
3
Chapter 2: Using Jira for Business Projects
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Chapter 2: Using Jira for Business Projects
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Understanding projects and project types
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Jira permissions
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Creating projects
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Project user interfaces
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Importing data into Jira
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Archiving projects and issues
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The HR project
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Summary
4
Part 2: Jira in Action
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Part 2: Jira in Action
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Chapter 3: Using Jira for Agile Projects
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Chapter 3: Using Jira for Agile Projects
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Getting an overview of Scrum and Kanban
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Running a project with Scrum in Jira
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Running a project with Kanban in Jira
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Configuring agile boards
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Grooming your backlog
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Creating a new agile board for your project
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Including multiple projects on your board
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Summary
6
Chapter 4: Working with Issues
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Chapter 4: Working with Issues
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Understanding issues
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Jira issue summary
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Working with issues
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Issue linking
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Cloning an issue
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Tracking time
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Issues and comments
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Attachments
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Issue types and sub-tasks
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Issue type schemes
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Issue priorities
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The HR project
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Summary
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Chapter 5: Field Management
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Chapter 5: Field Management
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Understanding system fields
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Understanding custom fields
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Understanding field searchers
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Custom field context
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Managing custom fields
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Optimizing custom fields
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Field configuration
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Field configuration scheme
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Screens
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The HR project
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Summary
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Chapter 6: Screen Management
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Chapter 6: Screen Management
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Understanding Jira and screens
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Working with screens
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Working with screen schemes
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Issue type screen scheme
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Associating an issue type screen scheme with a project
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Delegating screen management
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Troubleshooting fields and screens
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The HR project
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Summary
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Part 3: Advanced Jira
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Part 3: Advanced Jira
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Chapter 7: Workflow and Business Process
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Chapter 7: Workflow and Business Process
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Mapping business processes
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Understanding workflows
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Managing workflows
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Using the workflow designer
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Authoring a workflow
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Updating an existing workflow
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Understanding workflow schemes
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Applying a workflow scheme to projects
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Delegated workflow management
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Extending a workflow with workflow add-ons
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The HR project
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Summary
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Chapter 8: Emails and Notifications
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Chapter 8: Emails and Notifications
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Jira and email
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Mail servers
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Mail queues
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Manually sending emails
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Events
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Notifications
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Batching email notifications
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Troubleshooting notifications
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Incoming emails
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The HR project
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Summary
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Chapter 9: Securing Jira
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Chapter 9: Securing Jira
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Managing users
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Managing groups and roles
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User directories
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Understanding Jira permissions
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Project permissions
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Issue security
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Troubleshooting permissions
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Workflow security
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Password policy
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Enabling SSO with SAML
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Auditing system changes
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The HR project
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Summary
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Chapter 10: Searching, Reporting, and Analysis
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Chapter 10: Searching, Reporting, and Analysis
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Search interface and options in Jira
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Working with search results
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Reports
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Dashboards
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Gadgets
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The HR project
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Summary
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Chapter 11: Jira Service Management
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Chapter 11: Jira Service Management
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Introducing Jira Service Management
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Installing Jira Service Management
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Getting started with Jira Service Management
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Service desk user types
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Issue types and request types
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Setting up fields for request type
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Setting up a workflow for a request type
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Service-level agreement (SLA)
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Managing requests with queues
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Creating knowledge base articles
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Process automation
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Summary
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Chapter 12: Jira and Third Party Apps
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Chapter 12: Jira and Third Party Apps
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Atlassian Marketplace and third-party apps
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Universal Plugin Manager
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Extending Jira with apps
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Customizing Jira with scripts
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Better time tracking and reporting
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Selecting an app and its vendor
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Summary
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Index
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Index
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Why subscribe?
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Other Books You May Enjoy
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Zero-downtime upgrade

As mentioned earlier, when you are running Jira in a cluster, you can perform a zero-downtime upgrade, also known as a rolling upgrade. With a zero-downtime upgrade, you can upgrade each node in the cluster one at a time. When a node is being upgraded, other nodes in the cluster will continue serving your users, so they will not experience any downtime.

Performing a rolling upgrade consists of the following steps:

  1. Put Jira into Upgrade mode. This will allow the Jira cluster to have nodes with different versions running at the same time.
  2. Upgrade each node in the cluster one at a time.
  3. Finalize the upgrade once all the nodes have been upgraded.

We will start by putting Jira into Upgrade mode:

  1. Log into Jira as an administrator.
  2. Browse to Administration | Applications | Jira upgrades.
  3. Click Put Jira into upgrade mode:
Figure 1.22 – Zero-downtime upgrade

Figure 1.22 – Zero-downtime upgrade

Once Jira has been put into Upgrade mode, you can shut down a node in the cluster and upgrade it. After a node has been upgraded, you can restart it and repeat this process for other nodes in the cluster.

After you have upgraded all the nodes in the cluster, you need to finalize the upgrade by doing the following:

  1. Browsing to Administration | Applications | Jira upgrades.
  2. Clicking Finalize upgrade.

Once you have clicked on Finalize Upgrade, this will complete the upgrade process for your cluster. By doing a rolling upgrade like this, you can upgrade your entire cluster without disrupting your users with downtime.

End of Section 9
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