JIRA 6.x Administration Cookbook Over 100 hands-on recipes to help you efficiently administer, customize, and extend your JIRA 6 implementation Patrick Li BIRMINGHAM - MUMBAI JIRA 6.x Administration Cookbook Copyright © 2014 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: July 2014 Production reference: 1030714 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-78217-686-2 www.packtpub.com Cover image by Michal Jasej ([email protected]) Credits Author Project Coordinators Patrick Li Melita Lobo Wendell Palmer Reviewers Ed Letifov Proofreaders Felix Martineau Simran Bhogal Ravi Sagar Ameesha Green Mizan Ali Sayed Paul Hindle Commissioning Editor Indexers Vinay Argekar Rekha Nair Tejal Soni Acquisition Editor Vinay Argekar Production Coordinators Kyle Albuquerque Content Development Editor Conidon Miranda Rikshith Shetty Cover Work Technical Editors Kyle Albuquerque Shubhangi H. Dhamgaye Humera Shaikh Ritika Singh Copy Editors Sarang Chari Mradula Hegde About the Author Patrick Li is the co-founder of, and a senior engineer at, AppFusions. AppFusions is one of the leading Atlassian experts specializing in integration solutions with many enterprise applications and platforms, including IBM Connections, Jive, Google Apps, Box, and SugarCRM. Patrick has worked in the Atlassian ecosystem for over nine years, developing products and solutions for the Atlassian platform and providing expert consulting services. He has authored numerous books and video courses covering JIRA 4, 5, and 6. He has extensive experience in designing and deploying Atlassian solutions from the ground up and customizing existing deployments for clients across various industries, such as healthcare, software engineering, financial services, and government agencies. I would like to thank my wife, Katherine, who has supported and encouraged me along the way, especially while adapting to our new life in San Francisco. I would also like to thank all the reviewers for their valuable feedback, and also the publishers/coordinators for their help in making this book happen. About the Reviewers Ed Letifov, Atlassian Expert, has been in IT for 17 years. Originally from Russia, though born in the last decade of the Soviet Union era, he's been moving around for the last 14 years, has been employed by various international companies, and has worked with clients on five different continents. His first encounter with JIRA was in 2003, and he still remembers shaking hands with the Atlassian founding fathers at the time when Atlassian was a "cute, small start-up down under" ready to take on the world. Atlassian was and remains one of the very few companies he has worked for for any length of time, if only he hadn't discovered New Zealand. He is the co-founder of TechTime Initiative Group—an accredited Atlassian Expert in New Zealand. Through their TurningRight Service for "all products Atlassian", he provides support, maintenance, implementation, and custom development services to the government, educational institutions, and commercial organizations in New Zealand and worldwide. Ed's favorite activity is problem solving and solution design. His endless personal quest is for "a product he can identify with", and he's been looking for it in the fields of automatic personal task planning and voice-driven programming. He mixes this quest with volunteering at various community organizations, playing basketball and bass guitar (usually not at the same time), and writing poetry (whenever inspiration strikes). In a world of search engines, wikis, and instant knowledge of dubious quality, he still loves the feel of a good book in his hand. Ed can be contacted at LinkedIn (http://nz.linkedin.com/in/edletifov/), LiveJournal (http://techtime.livejournal.com/), or through his company websites—TurningRight (http://turningright.co.nz) and TechTime (http://techtime.co.nz). Felix Martineau runs the Atlassian Practice at TechSolCom and has a rare blend of deep IT expertise, people skills, and business acumen. While he thinks of himself as a jack-of-all-trades, he has developed world-class JIRA expertise. A recognized player in the Atlassian community, Felix is a regular contributor to top JIRA plugins and has been involved with several JIRA books. Felix started using JIRA in 2007, and what started out as purely technical expertise evolved into Business Process Management, Enterprise Collaboration, Application Lifecycle Management, Agile Methodology, change management, and personal productivity. Nowadays, he works to bring JIRA outside of IT and make it a household name for business users. A confessed self-improvement geek, Felix is always looking for ways to improve and take on new challenges. I want to thank the people at Packt for giving me the opportunity to review this book; it's been a pleasure! I would also like to thank my girlfriend, Genevieve, for her unwavering support, and everybody who is on my team: friends, colleagues, mentors, and of course, my family. Ravi Sagar is a Drupal and JIRA expert with over 11 years of experience in Web Development and Business Analysis. He has done extensive work implementing and customizing big JIRA instances for Issue and Project Tracking, Test Management with JIRA, Support Tickets, and Agile Tracking. Ravi founded Sparxsys Solutions Pvt. Ltd. (www.sparxsys.com) in 2010—a start-up company that provides consultancy and training services in Drupal and JIRA/Agile. He also writes a lot about technology and entrepreneurship on his blog, www.ravisagar.in, and loves photography and running marathons. You can connect with him at http://www.linkedin.com/in/ravisagar or e-mail him at [email protected] Mizan Ali Sayed works as an Atlassian tools specialist with eQuest Technologies (http://www.equestind.com), and has experience in implementing, customizing, and supporting Atlassian tools, chiefly JIRA and Confluence. Mizan has a good blend of technical expertise, people skills, and troubleshooting skills. He is active within the Atlassian community and has published free add-ons on the Atlassian Marketplace. You can reach him at [email protected]. www.PacktPub.com Support files, eBooks, discount offers and more You might want to visit www.PacktPub.com for support files and downloads related to your book. Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. 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Table of Contents Preface 1 Chapter 1: JIRA Server Administration 5 Introduction 5 Installing JIRA for production use 6 Upgrading JIRA with an installer 14 Upgrading JIRA manually 16 Migrating JIRA to another environment 17 Setting up the context path for JIRA 19 Setting up SSL 19 Installing SSL certificates from other applications 24 Resetting the JIRA administrator password 27 Generating test data in JIRA 29 Anonymizing JIRA exports 31 Chapter 2: Fields and Screens 33 Introduction 34 Creating a new custom field 34 Creating separate select options for different projects 36 Making a field required 38 Making the assignee field required 40 Hiding a field from view 41 Choosing a different field renderer 42 Creating a new field configuration 44 Creating a new screen 45 Removing the none option 50 Adding help tips to custom fields 51 Using JavaScript with custom fields 53 Creating custom field with custom logic 55