Changes for page Jira
Last modified by Boris Folgmann on 2026/05/08 15:42
From version 24.1
edited by Boris Folgmann
on 2026/05/08 15:14
on 2026/05/08 15:14
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Uploaded new attachment "image2019-9-10_12-2-2.png", version {1}
To version 32.1
edited by Boris Folgmann
on 2026/05/08 15:15
on 2026/05/08 15:15
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... ... @@ -1,352 +1,55 @@ 1 1 {{toc/}} 2 2 3 -= FirststepsinJira=3 += Introduction = 4 4 5 -{{info}} 6 -**You have two options to log in to Jira:** 5 +This document describes the important features of DevOps-as-a-Service concerning Jira. For general concepts and details about Jira, please refer to the **Jira vendor documentation **section at the end of this document. 7 7 8 -* you can **use SDPortal**, in this case the selected project will be set 9 -* you can **use a direct URL** (for example a bookmark) but in this case **you have to [[**select the project** **manually**>>doc:||anchor="selectprojectjira"]]** in Jira that you would like to work on. 10 -{{/info}} 7 +Project admins can edit and save their projects in the DevOps Portal. This can be used to change the name or description of a project. The change is automatically propagated to all tools including Jira. 11 11 12 - =={{idname="logintojira"/}}Login toJirafromSDPortal ==9 +A custom Jira plugin automatically removes unused screens, screen schemes, and issue-type screen schemes whenever the DevOps Portal deletes a project, helping to free up resources and improve performance. 13 13 14 - InSDPortalclick **Jira** inthe**Tools**sectionof yourproject.11 += First steps in Jira = 15 15 16 - Inthisexamplethe FCI projectwillbetheselectedprojecttoworkon.13 +== {{id name="logintojira"/}}Log in to Jira from DevOps Portal == 17 17 18 - [[image:attach:image2019-8-26_10-29-45.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow" height="244" width="1100"]]15 +In DevOps Portal sign in to your account with your registered mail and password. 19 19 20 - Inthis example theuserisassignedtotwo projects,andthe userhas a specific roleineachproject.17 +For more information about logging in to DevOps Portal see : [[DevOps Portal for Users>>https://prd.sdc.t-systems.net/xwiki/wiki/devopsaas/view/DevOps%20Portal%20for%20Users/]] 21 21 22 -{{info}} 23 -The roles can be used to restrict certain rights according to the project. A detailed role matrix for Jira can be found in the [[Jira project roles section>>doc:||anchor="jira_project_roles"]] 24 -{{/info}} 19 +== {{id name="selectprojectjira"/}}Select Project == 25 25 26 - Loginto Jira withyourusername and password:21 +After successful authentication, you will be directed to the DevOps Portal, in this example the user is assigned to two projects, and the user has a specific role in each project: 27 27 28 -[[image: attach:image2019-9-10_14-26-41.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow" width="600"]]23 +[[image:2.png||height="273" width="535"]] 29 29 30 - ==Firstloginto Jira==25 +By clicking on **Agile Board**, you will be redirected to the selected project’s board in Jira: 31 31 32 - If you login for the first time, you can choosethepreferred languageand your avatarimage, then you can continueby clicking (% style="letter-spacing:0.0px"%)**Next**(%%) button:27 +[[image:2.1.png||height="297" width="418"]] 33 33 34 - Gravataris enabled for user avatars, so your Gravatar - i.e.theGravatar associated withtheemail address in your user profile -will automatically be set as your user avatar andthis step will be skipped.29 +[[image:2.2.png||height="404" width="977"]] 35 35 36 - [[image:attach:image2019-8-27_14-11-1.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow"width="600"]]31 +The next option shows the **Backlog**, where the created issues will appear. If you are the first user to create an issue, the Backlog will be empty: 37 37 38 - Thenext screen shows the **Backlog**,wherethecreatedissueswill appear.33 +[[image:backlog.png||data-xwiki-image-style-border="true" height="276" width="468"]] 39 39 40 - If youarethe firstuser tocreate an issue,theBacklog will be empty:35 +[[image:backlog-1.png||data-xwiki-image-style-border="true" height="355" width="933"]] 41 41 42 - [[image:attach:image2019-8-27_14-39-22.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow"height="452"width="1100"]]37 +If you would like to create or view issues belonging to other projects you can select the project by clicking **Projects** on the top. In this example you can see the current project (NEWPROJECT): 43 43 44 - You can open thebackloganytimeby clicking the **backlog** button ontheleft:39 +[[image:view%20all%20prj.png||alt="view all prj.png" data-xwiki-image-style-border="true" height="281" width="633"]] 45 45 46 - [[image:attach:image2019-8-29_11-14-41.png||data-xwiki-image-style-border="true"thumbnail="true"height="250"]]41 +If **View All Projects** is selected, you can see the projects to which you are assigned to. 47 47 43 +[[image:view%20all%20prj-2.png||alt="view all prj-2.png" data-xwiki-image-style-border="true" height="273" width="1002"]] 48 48 49 -== {{id name="selectprojectjira"/}}Select Project == 50 - 51 -If you would like to create or view issues belonging to other projects you can select the project by clicking **Projects** on the top 52 - 53 -[[image:attach:image2019-8-27_14-48-0.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="328" width="363"]] 54 - 55 -In this example you can see the same projects that are assigned to this user in SDPortal (//Future Cloud Infrastructure// and //Showing Devops as a Service capabilities//). 56 - 57 -If **View All Projects** is selected, you can see the projects you are assigned to. 58 - 59 -[[image:attach:image2019-8-27_14-54-7.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="290" width="1100"]] 60 - 61 61 You can select the desired project to continue your work. 62 62 63 -= Issues =47 += DevOps Jira Agile Board Management = 64 64 65 - Issuesarethebuildingblocksof anyJiraproject. An issuecouldrepresenta story, abug,atask,oranotherissuetypeinyour project.49 +As it is shown in the picture below, by clicking on the dots menu in the top left corner of Jira, you have quick access to all tools which are part of your the DevOps-as-a-Service instance. 66 66 67 - == {{id name="createissue"/}}Createan Issue==51 +[[image:devops.png||height="402" width="465"]] 68 68 69 - 70 -To create an issue click the **Create an issue** button. 71 - 72 -[[image:attach:image2019-8-27_15-2-49.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="102" width="450"]] 73 - 74 -First you have to select the(% style="letter-spacing:0.0px" %)** Issue Type**(%%), which can be Task, Story, Epic or Bug. 75 - 76 -In this example this issue will be a Task. 77 - 78 -[[image:attach:image2019-8-29_9-57-32.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="228" width="450"]] 79 - 80 -Fill the required fields, the user who creates the issue ticket will be the **Reporter**. 81 - 82 -[[image:attach:image2019-8-29_10-7-5.png||queryparams="effects=drop-shadow" height="649" width="700"]] 83 - 84 -If there are tickets that have been already created you can link those to this ticket as **Linked Issues. ** 85 - 86 -You can also link this issue to an Epic, or to an existing Sprint. 87 - 88 -The **Assignee** can be selected from existing users, or you can assign it to yourself by clicking **Assign to me**. 89 - 90 -(For further refinement of the settings click (% style="letter-spacing:0.0px" %)//Configure Fields//(%%).) 91 - 92 -To create the ticket click the **Create** button. 93 - 94 -[[image:attach:image2019-8-29_10-9-19.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="649" width="700"]] 95 - 96 -Now your ticket appears in the **Backlog**: 97 - 98 -[[image:attach:image2019-8-29_10-20-14.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="351" width="450"]] 99 - 100 -By repeating these steps you can add new issues to the Backlog. 101 - 102 -== Edit an Issue == 103 - 104 -{{info}} 105 -**Prerequisites** 106 - 107 - You are logged in to Jira. 108 - You have recently created an issue as shown in the Create an issue section. 109 -{{/info}} 110 - 111 - 112 -You can **Edit** or** Delete** the issue ticket any time, simply just click the ticket name (in this example FCI-1) in the (% style="letter-spacing:0.0px" %)//Backlog//(%%): 113 - 114 -[[image:attach:image2019-8-29_10-45-11.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="150" width="350"]] 115 - 116 -Then click on the** Issue menu **button (three dots) on the right side: 117 - 118 -[[image:attach:image2019-8-29_10-31-41.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="358" width="1100"]] 119 - 120 -**Edit** an issue can be useful option if you would like to for example assign an issue to another user (allows you to edit all the fields that are possible to edit when creating an issue). 121 - 122 -== Find a recently created Issue == 123 - 124 -{{info}} 125 -**Prerequisites** 126 - 127 - You are logged in to Jira. 128 - You have selected the project you want to start searching and you also have recently created an issue as shown in the Create an issue section. 129 -{{/info}} 130 - 131 -Select the Project you want to see a recently created issue (here as example the project name is //Future Cloud Infrastructure//) - click on(% style="letter-spacing:0.0px" %)** Project**(%%) button on the top, select(% style="letter-spacing:0.0px" %)** View all Projects**(%%), the click on the selected P(% style="letter-spacing:0.0px" %)**roject**(%%): 132 - 133 -[[image:attach:image2019-8-30_13-49-26.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="800"]] 134 - 135 -Click the **Issues** button on the left column: 136 - 137 -[[image:attach:image2019-8-30_13-53-46.png||data-xwiki-image-style-border="true" thumbnail="true" height="250"]] 138 - 139 -Now all open issues are listed. 140 - 141 -On the **Order by Priority** click the drop down Menu and select Created: 142 - 143 -[[image:attach:image2019-8-30_13-56-14.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="506" width="357"]] 144 - 145 -You can also use the search field to find a category for the order of issues. 146 - 147 -== Search for issues == 148 - 149 -{{info}} 150 -**Prerequisites** 151 - 152 - You are logged in to Jira. 153 - You have selected the project you want to start searching and you also have already created an issue as shown in the Create an issue section. 154 -{{/info}} 155 - 156 -To find a specific issue you should use the search field on the top right section in Jira and start typing words related to the issue that you are searching for. 157 - 158 -In this example the issue that is being searched is //Create documentation for Release 1.0 // 159 - 160 -If you are assigned to more than 1 project, the matching results for the search may //display issues from other projects too//: 161 - 162 -[[image:attach:image2019-8-30_14-3-30.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="336" width="400"]] 163 - 164 -= Sprints = 165 - 166 -In Jira Software, you can view sprints on a board and assign issues to sprints - this feature is only available for Scrum boards. 167 - 168 -== {{id name="startsprint"/}}Start a Sprint == 169 - 170 -If you and your colleagues created the issues you can set up a sprint. 171 - 172 -{{info}} 173 -**Prerequisites** 174 - 175 -1. You are logged in to Jira. 176 -1. You have selected the project where you want to start a Sprint, and you are using a Scrum board for the project. 177 -1. You have at least MASTER role on this project. 178 -{{/info}} 179 - 180 - 181 -Keep in mind that only **//Admin//** and **//Master//** roles allows to create a sprint (with only Developer or Viewer role it is not possible). 182 - 183 -{{info}} 184 -(% class="title" %) 185 -**Hint** 186 - 187 -If you need to know how to change your role to MASTER, please visit in SDPortal for Admins - [[Assign a user to a project>>doc:DevOps Portal for Admins.WebHome||anchor="assignusertoproject"]] 188 -{{/info}} 189 - 190 -Select the **Backlog icon** on the left column then click on **Create Sprint**. 191 - 192 -[[image:attach:image2019-8-30_10-11-1.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="140" width="1100"]] 193 - 194 -To determine a sprint goal (that you may want to achieve at the end of the sprint) just click on the sprint menu (three dots) on the right and then select **Add sprint goal.** 195 - 196 -[[image:attach:image2019-8-30_10-15-14.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="516" width="1100"]] 197 - 198 -After you have set the goals proceed to **drag and drop** the selected issue(s) from the Backlog to** Plan your Sprint** section. 199 - 200 -[[image:attach:image2019-8-30_10-19-14.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="516" width="1100"]] 201 - 202 -The dragged issues appear in the sprint section (here it is named FCI Sprint 1). If all the desired issues are in this section click on** Start Sprint**: 203 - 204 -[[image:attach:image2019-8-30_11-40-52.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="350" width="1100"]] 205 - 206 -Then you can set the **Duration **and** Start Date** for the sprint, 207 - 208 -To start the sprint click **Start**: 209 - 210 -[[image:attach:image2019-8-30_11-39-21.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="431" width="450"]] 211 - 212 -A successful Sprint start will display this message: " (% style="letter-spacing:0.0px" %)**Sprint 'FCI Sprint 1 has successfully started'.**(%%) " 213 - 214 -== Move existing Issues from Backlog into current Sprint == 215 - 216 -{{info}} 217 -**Prerequisites** 218 - 219 -1. You are logged in to Jira. 220 -1. You have selected the project and you have already started a Sprint. 221 -1. You have at least MASTER role on this project. 222 - 223 -n message here. 224 -{{/info}} 225 - 226 -Select in Jira the Backlog icon on the left column and with the mouse proceed to **drag and drop** the desired issues from Backlog to the sprint. 227 - 228 -In this example the issue named FCI-4 is being added to the current sprint. 229 - 230 -[[image:attach:image2019-8-30_13-29-48.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="250"]] 231 - 232 -After an issue has been dragged the following message appears and you have to **Confirm** the change: 233 - 234 -[[image:attach:image2019-8-30_13-31-32.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="219" width="527"]] 235 - 236 -== Manage Sprints == 237 - 238 -{{info}} 239 -**Prerequisites** 240 - 241 -1. You are logged in to Jira. 242 -1. You have selected the project and you have already started a Sprint. 243 -1. You have at least MASTER role on this project. 244 -{{/info}} 245 - 246 -If you would like to manage issues in the sprint click **Active sprints** on the left column: 247 - 248 -[[image:attach:image2019-8-30_14-16-11.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="324" width="1100"]] 249 - 250 -If you start work on an issue you can simply drag the issue from **To Do** to the **In Progress** column (this status can be set by //Edit an issue// too) 251 - 252 -[[image:attach:image2019-8-30_14-19-15.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="250"]] 253 - 254 -If an issue is closed you can drag to the **Done** column also, and the letters will change to the strike-through type. 255 - 256 -In this example the work on FCI-2 has not started yet, FCI-3 is in progress and FCI-4 is finished: 257 - 258 -[[image:attach:image2019-8-30_14-28-30.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="324" width="1100"]] 259 - 260 -You can also close the current sprint any time by clicking on **Complete Sprint** on the top right. 261 - 262 -[[image:attach:image2019-8-30_14-23-16.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="172" width="450"]] 263 - 264 -= Dashboards = 265 - 266 -Your dashboard is the main display you see when you log in to Jira. You can create multiple dashboards from different projects, or multiple dashboards for one massive overview of all the work you're involved with. 267 - 268 -== Create a new Dashboard == 269 - 270 -You can create custom dashboards to Jira by clicking the **Dashboards** tab, then click on **Manage Dashboards**: 271 - 272 -[[image:attach:image2019-9-3_13-17-57.png||data-xwiki-image-style-border="true" thumbnail="true" height="109" width="167"]] 273 - 274 -Select the Dashboards Tab and on the right side select **Create new dashboard **button** **on the top right corner: 275 - 276 -[[image:attach:image2019-8-30_14-40-25.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="107" width="313"]] 277 - 278 -Fill the **Name** field (Description is mandatory), then select the Project option from **Add Viewers** (you will see the project name appearing next to this). 279 - 280 -The options can be to select a **Group** (for example// jira-software-users//), members of an exact **Project**, **Any logged-in user** (no matter what projects assigned to the users) or **Public**. 281 - 282 -[[image:attach:image2019-8-30_15-6-37.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="420" width="500"]] 283 - 284 -{{info}} 285 -⚠** WARNING** 286 - 287 -Sharing with the public will make this visible to all users, including users who are not logged in. 288 -{{/info}} 289 - 290 -You can pick a role (in the project) or you can select **All** (as this example shows), and you have to click **Add** to set the Viewers for this dashboard. 291 - 292 -[[image:attach:image2019-8-30_15-12-35.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="600"]] 293 - 294 -You also have to **Add Editors** for the dashboard (in the next row), for example you can choose a **User** (instead of group) then start typing the username to select the user: 295 - 296 -[[image:attach:image2019-8-30_15-18-7.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="600"]] 297 - 298 -Click **Add** at the end of this line, and if you would like to add a another user just type in the field and click **Add** again. 299 - 300 -In this example the users add to Editors have the right to edit this dashboard. 301 - 302 -To create this new dashboard click **Add** on the bottom: 303 - 304 -[[image:attach:image2019-8-30_15-21-20.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="470" width="600"]] 305 - 306 -== Add Gadgets to Dashboards == 307 - 308 -Now the new dashboard is available (when you click on **Dashboards** on the top), click on the created dashboard to continue with adding gadgets: 309 - 310 -[[image:attach:image2019-9-4_9-27-52.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="114" width="179"]] 311 - 312 -In the appearing screen you can see your selected dashboard's name on the right. 313 - 314 -Click on **add a new gadget **to populate a gadget to this dashboard: 315 - 316 -[[image:attach:image2019-9-4_9-36-20.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="240" width="700"]] 317 - 318 -By default you can add only the //Bubble Chart// and the //Introduction// gadget, so click on **Load all gadgets** to see more: 319 - 320 -[[image:attach:image2019-9-4_9-41-17.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="295" width="700"]] 321 - 322 -You can select from the loaded gadgets by clicking **Add gadget. **In this example a new Pie Chart will be placed on the dashboard: 323 - 324 -[[image:attach:image2019-9-4_9-46-40.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="199" width="700"]] 325 - 326 -You can select more gadgets (in this example Issues in progress is also added) and if you are finished the selection you can close this window by clicking X on the top. 327 - 328 -You can reorder the gadgets by drag and drop method. 329 - 330 -Fill the fields with the required data or sslect the available oprtions. For the Pie chart for example you can select the project: 331 - 332 -[[image:attach:image2019-9-4_9-53-46.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="377" width="700"]] 333 - 334 -Click **Save** on each gadget to see the results 335 - 336 -In this example the //Pie Chart// shows the Assignee of the tickets, and the// Issues in progress// show only the ticket which is assigned to the user who is created the dashboard: 337 - 338 -[[image:attach:image2019-9-4_10-38-55.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="447" width="700"]] 339 - 340 -== Manage Dashboards == 341 - 342 - Select the **Dashboards** tab and select **Manage Dashboards** 343 - 344 -[[image:attach:image2019-9-4_10-52-45.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="146" width="185"]] 345 - 346 -In this example, the user has yet created another dashboard (SDCloud Dashboard) and has the right to modify each dashboard by clicking the** clog icon** - available options are **Edit**, **Delete** or **Copy** the dashboard. 347 - 348 -[[image:attach:image2019-9-4_10-49-23.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="337" width="1100"]] 349 - 350 350 = Boards = 351 351 352 352 A board displays issues from one or more projects, giving you a flexible way of viewing, managing, and reporting on work in progress. The available types of boards in Jira are: ... ... @@ -356,7 +356,7 @@ 356 356 357 357 Select the** Boards** tab and select **View all boards**: 358 358 359 -[[image:a ttach:image2019-9-10_11-0-22.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="198" width="185"]]62 +[[image:all%20boards.png||alt="all boards.png" height="135" width="582"]] 360 360 361 361 == {{id name="jira_create_boards"/}}Create Boards == 362 362 ... ... @@ -364,32 +364,43 @@ 364 364 **Prerequisites** 365 365 366 366 1. You are logged in to Jira. 367 -1. You have at least ADMINrole on thisprojecttobeableto createnewboards.70 +1. You can create new boards, but you must have at least a VIEWER role on the project for which you want to create a board to see the issues. 368 368 {{/info}} 369 369 370 370 To create a new board click on **Create board** button on the right corner: 371 371 372 -[[image: attach:image2019-9-18_10-41-10.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="118" width="700"]]75 +[[image:image2019-9-18_10-41-10.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="118" width="700"]] 373 373 374 -Select the type of the new board: it can be **Scrum** or **Kanban** board. 77 +Select the type of the new board: it can be **Scrum** or **Kanban** board. 375 375 376 - [[image:attach:image2019-9-18_10-42-48.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow"height="249" width="700"]]79 +=== Creating a Scrum Board === 377 377 378 -In this example a Scrum board have been selected and there is an option to create a **Board from an existing project** or from an existing Saved Filter. 379 -[[image:attach:image2019-9-18_10-58-28.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="700"]] 81 +[[image:image2019-9-18_10-42-48.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="249" width="700"]] 380 380 83 +In this example a Scrum board has been selected and there is an option to create a **Board from an existing project** or from an existing Saved Filter. 84 + 85 +[[image:image2019-9-18_10-58-28.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="700"]] 86 + 381 381 Type the **Board Name** and select a **Project(s). **Then click** Create board.** 382 382 383 -In this example the name is //Custom Scrum board// //for FCI//and the selected project is //FutureCloud Infrastructure.//89 +In this example the name is //Custom Scrum board// and the selected project is //NEWPROJECT.// 384 384 385 -**[[image: attach:image2019-9-18_11-11-1.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="261" width="700"]]**91 +**[[image:create%20board.png||alt="create board.png" height="356" width="812"]]** 386 386 387 - Thefollowingmessageindicates that thenewboardhas been created:93 +=== Creating a Kanban Board === 388 388 389 -[[image: attach:image2019-9-18_11-14-15.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="73" width="417"]]95 +[[image:1757324747229-442.png||height="304" width="760"]] 390 390 391 - Nowyoucanmodifythe board'sproperties,allthe settingsbasedon theproject'sboardbydefault.97 +In this example the Kanban board has been selected and created as** **an** existing project** like the above example. In the next step, after naming the board 392 392 99 +and selecting a project from the drop-down list, we can create the Kanban board: 100 + 101 +[[image:1757325036888-798.png||height="304" width="766"]] 102 + 103 +After creating the board, we will be forwarded to the Kanban board, where we can see the selected project with its created issues. 104 + 105 +The difference between Kanban and Scrum is that Scrum uses sprints with defined meetings, a fixed set of tasks in a fixed period of time (typically e2 weeks). Kanban on the other hand, is an ongoing process. Scrum boards will be changed/updated after each sprint, but Kanban boards are continuously updated throughout a project and are more flexible. 106 + 393 393 == Manage Boards == 394 394 395 395 {{info}} ... ... @@ -396,21 +396,28 @@ 396 396 **Prerequisites** 397 397 398 398 1. You are logged in to Jira. 399 -1. You have at least ADMIN role on this project to be able to manage boards. 113 +1. You have at least ADMIN role on this project to be able to manage boards connected with the project. 400 400 {{/info}} 401 401 402 -Click the **Board menu** (3 dots on the right) of the selected board :116 +Click the **Board menu** (3 dots on the right) of the selected board. You can **Copy** or **Delete** the board, and you can also modify the default settings by selecting **Configure**: 403 403 404 -[[image: attach:image2019-9-10_11-16-54.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="228" width="1100"]]118 +[[image:image2019-9-10_11-20-4.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="152" width="183"]] 405 405 406 - Youcan**Copy** or**Delete**the board,andyoucan alsomodifythe defaultsettingsbyselecting**Configure**:120 +The //**General**// information of the board appears, containing the //board's name//, the //administrator(s)// and the //filter// which defines what issues are visualized in the board. 407 407 408 -[[image: attach:image2019-9-10_11-20-4.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="152" width="183"]]122 +[[image:general.png||height="480" width="872"]] 409 409 410 -The //**General**// information of the board appears, containg the //board's name//, the //administrator(s)//, the //filter// data, and the //owner// (of the project) 124 +{{info}} 125 +In DevOps Portal, each time a project is resynced or an Admin is modified (added or deleted), the DevOps platform will align the Administrators of the corresponding boards to the list of Project Admins 411 411 412 - [[image:attach:image2019-9-10_11-24-16.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow"height="548"width="1100"]]127 +To qualify for a match, the board name has to start with the project key. For example, if the project key is "PKEY": 413 413 129 +* Board names like "PKEY", "PKEY Kanban Board", "PKEY_Team_Board", "PKEY-CoolBoard" etc. will have their Administrators managed by the DevOps Portal 130 +* Board names like "_PKEY MyBoard" or "Joe's Board" don't have a "PKEY" prefix. They will not be managed by the DevOps Portal. 131 +* If no boards were created manually, no changes are needed, as “PKEY” is the default name for automatically created boards. These boards will continue to be recognized and managed by DevOps Portal as before.If any boards were created manually, please review their names and rename them as necessary to ensure the desired behavior. 132 +Because board administrators have the ability to rename their boards, each administrator can choose whether to keep a board managed by DevOps Portal or convert it into an independent board where the list of administrators is maintained manually in Jira. 133 +{{/info}} 134 + 414 414 === Configuring Columns of a Board === 415 415 416 416 To Edit the columns of the board (e.g. you would like to create a new column) just click Columns tab on the left. ... ... @@ -419,23 +419,23 @@ 419 419 420 420 First a new status can be created by clicking **Add status**: 421 421 422 -[[image: attach:image2019-9-10_11-39-43.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="396" width="1100"]]143 +[[image:image2019-9-10_11-39-43.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="396" width="1100"]] 423 423 424 424 In the appearing window type //Blocked// for the name than click **Add** to create a new status. 425 425 426 -[[image: attach:image2019-9-10_11-56-24.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="205" width="461"]]147 +[[image:image2019-9-10_11-56-24.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="205" width="461"]] 427 427 428 428 Then the new column can be created by clicking **Add column**: 429 429 430 -[[image: attach:image2019-9-10_11-58-34.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="498" width="1100"]]151 +[[image:image2019-9-10_11-58-34.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="498" width="1100"]] 431 431 432 432 In the appearing window type //Blocked// for the name than click **Add** to create a new column. 433 433 434 -[[image: attach:image2019-9-10_12-1-13.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="218" width="483"]]155 +[[image:image2019-9-10_12-1-13.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="218" width="483"]] 435 435 436 436 Now the new column with a new status has been created: 437 437 438 -[[image: attach:image2019-9-10_12-2-2.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="454" width="1100"]]159 +[[image:image2019-9-10_12-2-2.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="454" width="1100"]] 439 439 440 440 You can also change the columns order with a drag and drop method. 441 441 ... ... @@ -443,13 +443,13 @@ 443 443 444 444 To configure the rows (to group issues) click **Swimlanes** on the left then select from** Base Swimlanes** on: 445 445 446 -[[image: attach:image2019-9-10_14-2-23.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="434" width="1100"]]167 +[[image:image2019-9-10_14-2-23.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="434" width="1100"]] 447 447 448 448 === Configuring quick filters === 449 449 450 450 You can set custom filter tabs for the board - in this example a new tab named Max Mustermann is created, and by clicking this tab only the user's issues visible: 451 451 452 -[[image: attach:image2019-9-10_11-48-1.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="273" width="1100"]]173 +[[image:image2019-9-10_11-48-1.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="273" width="1100"]] 453 453 454 454 === Other Configuration Options === 455 455 ... ... @@ -461,151 +461,40 @@ 461 461 462 462 You can customize the issue's appearance in **Issue Detail View.** 463 463 464 -= Manage Projects=185 +== Change the Project Lead in Jira == 465 465 466 -{{info}} 467 -**Prerequisites** 187 +Select the user who would be the **Project Lead **on the top (in this example Barney Rubble), and change the **Default Assignee** to Project Lead, then click **Update**: 468 468 469 -1. You are logged in to Jira. 470 -1. You have at least ADMIN role on this project. 471 -{{/info}} 189 +[[image:image2019-9-4_11-36-39.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="204" width="450"]] 472 472 473 - Clickonthe**Administration icon** inthetoprightcorner,thenselect**Projects**:191 +Now as the example shows Barney Rubble is the //Project Lead//, and this user will be the //Default Assignee// of the created issues: 474 474 475 -[[image: attach:image2019-9-4_11-19-54.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="128" width="255"]]193 +[[image:image2019-9-4_11-38-46.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="133" width="450"]] 476 476 477 - Clickonthe selected** project** (in thisexample //Future cloudInfrastructure//):195 +== Manage Users and Roles == 478 478 479 - [[image:attach:image2019-9-4_11-41-16.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow"height="336" width="1100"]]197 +Open your project, click on **Project settings icon** in the bottom-left corner of Jira**.** 480 480 481 -The **Summary** page of the **Project settings** appear: 482 - 483 -[[image:attach:image2019-9-12_10-14-5.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="512" width="1100"]] 484 - 485 -In the left column you can find the category of the settings, which are also visible in the **Summary** page. 486 - 487 -If you click Details on the left you can a brief information of the current project. 488 - 489 -[[image:attach:image2019-9-12_10-17-29.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" width="600"]] 490 - 491 -You can change the name or the description of the project but it is not allowed to change the Project Key - which is managed in SDPortal. 492 - 493 -== Manage Issue types == 494 - 495 -{{info}} 496 -**Prerequisites** 497 - 498 -1. You are logged in to Jira. 499 -1. You have at least ADMIN role on this project to be able to manage issue types. 500 -{{/info}} 501 - 502 -Click left on **Issue types** to see what type of issues are used in the project.. 503 - 504 -{{info}} 505 -💡 **Reminder** 506 - 507 -You can only add/ modify an issue type if you have the permission to manage the set of issue types called //Issue Type Scheme.// 508 -{{/info}} 509 - 510 -By default there are 5 issue types you can choose from: S//tory, Bug, Epic, Task or Sub-task.// 511 - 512 -[[image:attach:image2019-9-12_10-23-32.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="397" width="1100"]] 513 - 514 -Each issue type belongs to a workflow, which can be seen by clicking the issue types on the left. You can see the same chart if you click Workflows the select the issue type. 515 - 516 -== Manage Workflows and Fields == 517 - 518 -Click Workflows on the left, then select an issue type. In this example it is the// Story~:// 519 - 520 -[[image:attach:image2019-9-12_10-35-41.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="514" width="1100"]] 521 - 522 -You can see the workflow of thee issue type, which can be change by clicking **Edit**, or you can modify the fields by clicking **Fields**. 523 - 524 -[[image:attach:image2019-9-12_10-39-40.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="432" width="1100"]] 525 - 526 -You can also edit the fields by clicking **Fields** on the left. 527 - 528 -== Manage Priorities == 529 - 530 -You can see the issue priority types by clicking **Priorities** on the left column: 531 - 532 -[[image:attach:image2019-9-12_10-45-30.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="387" width="1100"]] 533 - 534 -By default there are 6 priority types: //Highest, High, Medium, Low, Lowest and Major.// 535 - 536 -{{info}} 537 -💡 **Reminder** 538 - 539 -You can only add a new priority type if you have the permission to manage the set of issue types called Priority T//ype Scheme.// 540 -{{/info}} 541 - 542 -== Manage users == 543 - 544 544 Select **Users and roles** on the left menu and you can see the users and groups with the assigned roles: 545 545 546 -[[image: attach:image2019-9-4_11-27-48.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="661" width="1100"]]201 +[[image:image2019-9-4_11-27-48.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="661" width="1100"]] 547 547 548 - ==Change theProjectLeadinJira==203 +As a project admin you can change the role assignments here, but please note that if you trigger a "Resync project and roles" in the DevOps Portal, it will reset the roles to exactly what has been defined in the Portal. Therefore changes here, make most sense for temporarily exceptions for certain user, e.g. to raise their possibilities for a limited amount of time. 549 549 550 - Selecttheuserwhowould be the **ProjectLead **on the top (in thisexample Barney Rubble), and change the **Default Assignee** toProject Lead, thenclick **Update**:205 += View Project Permissions = 551 551 552 - [[image:attach:image2019-9-4_11-36-39.png||data-xwiki-image-style-border="true"queryparams="effects=drop-shadow"height="204"width="450"]]207 +Click on** Permissions **as seen below view the permissions of the 4 project roles: 553 553 554 - Nowas theexampleshows BarneyRubbleis the //ProjectLead//, and thisuserwill be the//Default Assignee// of the createdissues:209 +[[image:image2019-9-11_10-41-21.png||data-xwiki-image-style-border="true" height="605" width="1100"]] 555 555 556 - [[image:attach:image2019-9-4_11-38-46.png||data-xwiki-image-style-border="true" queryparams="effects=drop-shadow" height="133" width="450"]]211 +For more details refer to [[Users and roles>>https://prd.sdc.t-systems.net/xwiki/wiki/sdcloud/view/DRAFT%20DevOps%20Portal%20for%20Creators%20and%20Admins/Users%20and%20roles/]] 557 557 558 -= =Manage userpermissions==213 += Links to Jira vendor documentation = 559 559 560 -[[image:attach:image2019-9-11_10-41-21.png||data-xwiki-image-style-border="true" height="605" width="1100"]] 215 +* [[Scrum Guide>>https://www.atlassian.com/agile/scrum]] 216 +* [[Kanban Guide>>https://www.atlassian.com/agile/kanban]] 217 +* [[Agile Epic and user stories>>https://www.atlassian.com/agile/project-management/epics-stories-themes]] 218 +* [[Jira Board>>https://www.atlassian.com/software/jira/guides/boards/overview#what-is-a-jira-board]] 219 +* [[Jira Work Items/Issues>>https://www.atlassian.com/software/jira/guides/issues/overview#what-is-jira-work%20item-hierarchy]] 561 561 562 -= {{id name="jira_project_roles"/}}JIRA Project Roles / Permission Scheme = 563 - 564 -Jira is using the SDCloud Permission Scheme which is associated with Jira projects. 565 - 566 -(% class="table-bordered" %) 567 -(% class="active" %)|=Permission / Role|=Admin|=Master|=Developer|=Viewer 568 -(% class="active" %)|=Project Permissions| | | | 569 -|=(% class="active" %)Administer projects Enabled Extended project administration|✅|❌|❌|❌ 570 -|=(% class="active" %)Browse projects|✅|✅|✅|✅ 571 -|=(% class="active" %)Manage sprints|✅|✅|❌|❌ 572 -|=(% class="active" %)Service Desk Agent *|✅|✅|✅|❌ 573 -|=(% class="active" %)View development tool|✅|✅|✅|✅ 574 -|=(% class="active" %)View (read-only) workflow|✅|✅|✅|✅ 575 -(% class="active" %)|=Issue Permissions| | | | 576 -|=(% class="active" %)Assign issues|✅|✅|✅|❌ 577 -|=(% class="active" %)Assignable user|✅|✅|✅|❌ 578 -|=(% class="active" %)Close issues|✅|✅|❌|❌ 579 -|=(% class="active" %)Create issues|✅|✅|✅|❌ 580 -|=(% class="active" %)Delete issues|✅|❌|❌|❌ 581 -|=(% class="active" %)Edit issues|✅|✅|✅|❌ 582 -|=(% class="active" %)Link issues|✅|✅|✅|❌ 583 -|=(% class="active" %)Modify reporter|✅|✅|❌|❌ 584 -|=(% class="active" %)Move issues|✅|✅|❌|❌ 585 -|=(% class="active" %)Resolve issues|✅|✅|✅|❌ 586 -|=(% class="active" %)Schedule issues|✅|✅|❌|❌ 587 -|=(% class="active" %)Set issues security|✅|❌|❌|❌ 588 -|=(% class="active" %)Transition issues|✅|✅|✅|❌ 589 -(% class="active" %)|=Voters & watchers permissions|= |= |= |= 590 -|=(% class="active" %)Manage watcher list|✅|✅|❌|❌ 591 -|=(% class="active" %)View voters and watchers|✅|✅|✅|❌ 592 -(% class="active" %)|=Comments permissions|= |= |= |= 593 -|=(% class="active" %)Add comments|✅|✅|✅|❌ 594 -|=(% class="active" %)Delete all comments|✅|❌|❌|❌ 595 -|=(% class="active" %)Delete own comments|✅|✅|✅|❌ 596 -|=(% class="active" %)Edit all comments|✅|❌|❌|❌ 597 -|=(% class="active" %)Edit own comments|✅|✅|✅|❌ 598 -(% class="active" %)|=Attachments permissions| | | | 599 -|=(% class="active" %)Create attachments|✅|✅|✅|❌ 600 -|=(% class="active" %)Delete all attachments|✅|❌|❌|❌ 601 -|=(% class="active" %)Delete own attachments|✅|✅|✅|❌ 602 -(% class="active" %)|=Time-tracking Permissions| | | | 603 -|=(% class="active" %)Work on issues|✅|✅|✅|❌ 604 -|=(% class="active" %)Delete all worklogs|✅|❌|❌|❌ 605 -|=(% class="active" %)Delete own worklogs|✅|✅|✅|❌ 606 -|=(% class="active" %)Edit all worklogs|✅|❌|❌|❌ 607 -|=(% class="active" %)Edit own worklogs|✅|✅|✅|❌ 608 - 609 -~* Service Desk Agent is only available if the software was added to JIRA 610 - 611 611
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