JIRA Tutorial

JIRA Tutorial

Last updated on 25th Sep 2020, Blog, Tutorials

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Ramesh (Sr QA Engineer - Jira )

High level Domain Expert in TOP MNCs with 8+ Years of Experience. Also, Handled Around 16+ Projects and Shared his Knowledge by Writing these Blogs for us.

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JIRA is a web-based “Issue tracking system” or “Bug tracking system”. It is mainly used for agile project management. JIRA is a proprietary based tool, developed by Atlassian. The product name ‘JIRA’ is shortened from the word ‘Gojira’, which means Godzilla in Japanese 

JIRA helps us to manage the project effectively and smoothly. It is a powerful tool to track the issues, bugs, backlogs of the project. JIRA is more customizable than Bugzilla. It helps the team to strive hard towards the common goal. JIRA is widely used by many organizations around the world.

The Benefits of JIRA

1. Built for Agile and Scrum management

Jira Software primarily focuses on Agile project management – offering features that are geared towards Scrum and Kanban methodologies. 

Use it for tracking Agile project data such as:

  • User stories: Each software product feature that needs to be developed
  • Story Points: The effort you’ll need to complete your user stories
  • Sprints: The time taken to complete a section of the project. A sprint can last anywhere from 1 – 4 weeks

You can also easily reorder the items in your product backlog, such as bugs, software issues, and user stories through the tool’s intuitive drag and drop function.

2. Great for issue management

 Jira was originally intended to be a bug tracking software, and that’s where it excels. 

What is a bug tracking tool?

It helps your software teams find, track, and record bugs in their software. A good bug or issue tracking tool like Jira gives your team a view of all the items in your backlog, including bugs and project tasks.

By having a single view – teams can prioritize what features or bugs they should work on during the next release. 

3. Highly customizable

Whether you’re talking about a project management software, issue tracking tool, task management tool, Jira can be customized to fit any requirement. You can even customize workflows, reports, Scrum boards, and more.

Jira integrates with tons of popular third-party software to make your work easier.

Steps to Download and Install Jira Software

#1) Download ‘Atlassian-Jira-Software’ corresponding to your windows operating system environment.

Select the OS environment type and click the ‘Download’ button. The download page will look as shown below:

download-jira-software

#2) Navigate to the folder on the machine in which the installation exe is downloaded. Run the installer exe, preferably as administrator (right click on the exe and choose ‘Run as administrator’ option).

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a) The installation wizard will start as shown in below image:

welcome-to-the-jira-software

b) Select the appropriate radio button for the type of installation, as shown in the following image and then click the ‘Next’ button.

upgrading-jira

c) Configure the ports that will be used by Jira software as shown in the below image (ports on an individual machine can differ – they might not be exactly the same as shown in the below picture)

jira-software-ports

d) Next page will show the summary of choices done. (refer the below image)

software-installations-image

e) Click on the ‘Install’ button.

This will start the installation process (copying of files etc.). At the end of the installation, it will show the page as shown in the image below.

 start-the-installation-process

f) Observe ‘Start Jira 7.12.3 now’ checkbox. If this checkbox is checked, then after installation Jira will be started automatically. Click on ‘Next’ button.

checkbox-is-checked

g) Click on ‘Finish’ button.

  • Now launch Jira in a web browser.
  • Create/Sign-up for Jira account. Once you log in, you need to enter the type of license.

Setting up Jira License

  • Select the type of license and your organization name. (Refer the following image)
new-evaluation-license
  • Click on ‘Generate License’ button. Jira will display a confirmation popup (refer the below image). Click on ‘Yes’ on the confirmation popup. This will display the ‘Administrator account setup’ page.
Administrator-account-setup-page
  • An administrative account needs to be set up as shown in the below page. Enter the mandatory details and click on the ‘Next’ button.
Enter-the-mandatory-details
  • Jira will automatically finish the setup as shown in the below image.
 automatically-finish-the-setup

Once Jira setup is finished, the Jira server starts running, and the end user can launch Jira client instance using a web browser. (Refer the below image)

 Jira-server-starts-running

URL could be like: http://localhost:8084/secure/WelcomeToJIRA.jspa

Note: In large organizations, Jira server is set up in one place. Maybe in different geographical location and client, the URL will be created accordingly to use for a large number of users.

The Limitations of JIRA

Here are a few limitations that hold it from being a great management tool:

  • The tool is hard to set up and get used to
  • It’s complicated user interface can make managing tasks difficult
  • No built-in timeline to track your project progress
  • No collaboration features to communicate with your team
  • It’s mainly built for engineering and software development teams
  • No idea management features to keep track of your ideas and plans
  • The tool can be expensive 

The prerequisites for Jira to run properly in the system.

Step 1 – To access the full functionality of the system, Javascript should be enabled in the browser without the use of any script-blocking tool.

Step 2 – JRE/JDK should be updated to the latest version.

Setting up your JIRA Application

The installer would create the following shortcuts on the start menu −

  • Access JIRA
  • Start JIRA Server
  • Stop JIRA server
  • Uninstall JIRA

Step 1 – Click on Access JIRA

Step 2 – Select license type as JIRA SOFTWARE (Server) and organization name as Self.

Step 3 – “Your instance is” field should be up and running

Step 4 – Click on Generate License

Step 5 – A confirmation pop up box would appear. Just click on YES.

Step 6 – You will now have to enter administrator account details and once setup is complete more administrators can be added.

Step 7 – After this enter your mail server details to set email notifications. JIRA will now be able to send notifications when problems differ.

Step 8 – Jira will automatically finish setting up when done!

Once JIRA finishes the setup and starts running on the server, the user can access it from any browser. Your Jira site will be accessible from your base URL or a URL like this: http://<computer_name_or_IP_address>:<port>

Create a new project

Jira products come with many different project templates created to suit your team’s needs and workflow. For example, you can create projects optimized for Scrum or Kanban methodologies.

WHAT IS SCRUM?

Scrum is one of the most popular frameworks for implementing agile. With scrum, the product is built in a series of fixed-length iterations called sprints that give teams a framework for shipping on a regular cadence.

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What is kanban?

Kanban is a popular framework used to implement agile software development. It requires real-time communication of capacity and full transparency of work. Work items are represented visually on a kanban board, allowing team members to see the state of every piece of work at any time.

Jira admins can create projects from any template. By default, any user can create their own next-gen project( like the next-gen Scrum or next-gen kanban projects). Jira admins can change this setting in global permissions.

To create a project:

    1. 1.Select Projects > Create project in the navigation.
    2. 2.Choose either a classic project or a next-gen project. 
    3. 3.Give your project a name.
    4. 4.Double check that the project’s template matches your team’s needs. To view a list and choose from other templates, select Change.
    5. 5.Select Create.

A project key is automatically generated when the project is created. Whoever created the project is set as the project lead by default.

To change these details:

    1. 1.From your project’s sidebar, select Project settings.
    2. 2.Select Details.

The  template you chose is remembered  and used as the default whenever you create a project.

Create a project that shares its configuration with another project

Only Jira admins can create projects with a shared configuration.

Projects that share configuration also share:

  • issue types
  • workflows
  • screens
  • fields
  • permissions
  • notifications
  • and more

If a change is made to one of the projects’ configurations, that change affects all the projects that share that configuration.

To create a project with a shared configuration:

    1. 1.Select Projects > Create project in the navigation.
    2. 2.Choose Classic project.
    3. 3.Give your project a name.
    4. 4.Select Advanced.
    5. 5.Tick the Share settings with an existing project checkbox.
    6. 6.Use the Choose project dropdown to select the project from which you want your new project to share its configuration..
    7. 7.Select Create.

JIRA workflow

A Jira workflow is a set of statuses and transitions that an issue moves through during its lifecycle, and typically represents a process within your organization. Workflows can be associated with particular projects and, optionally, specific issue types by using a workflow scheme.

Jira has built-in workflows that you can use without needing to make any changes, or you can start fresh and create your own. You can’t edit the built-in workflows, but you can copy them and use the copy as a basis to create your own.

Here’s an example of a default workflow:

default-workflow

Statuses and transitions

A status represents the state of an issue at a specific point in your workflow. When defining a status, you can optionally specify properties.

A transition is a link between two statuses that enables an issue to move from one status to another. In order for an issue to move between two statuses, a transition must exist. 

A transition is a one-way link, so if an issue needs to move back and forth between two statuses, two transitions need to be created. The available workflow transitions for an issue are listed on the View issue screen.

Active and inactive workflows

There are slight differences between editing an inactive and an active workflow. We place restrictions on the modifications you can make to an active workflow, due to the impact the changes will have on projects and/or issue types that use this workflow.

Workflow statusDescription
Inactive workflowAn inactive workflow is a workflow that is not currently being used by any projects. Because there are no issues currently transitioning through an inactive workflow, you can edit the workflow’s steps and transitions directly. For details on activating a workflow, see steps below. For more detailed information, see Working in text mode.
Active workflowAn active workflow is a workflow that is currently being used by one or more projects. When you edit an active workflow, Jira first creates a draft of it. When you’ve finished, you can publish your draft and, optionally, save your original workflow as an inactive backup. The following limitations apply when editing the draft for an active workflow:It’s not possible to edit the workflow name (only the description) if a workflow is active.You can’t delete statuses in active workflows. see Cannot Add Transitions or Delete Steps in Draft Workflows.If a status has no outgoing transitions (Global transitions are not considered), it can’t have any new outgoing transitions added (regular or global).You can’t change the step ID. See Cannot Add Transitions or Delete Steps in Draft Workflows.To make any of the modifications listed above, you need to copy the workflow, modify the copy, and then activate it.

Activating a workflow

All workflows are inactive until you associate them with a workflow scheme, which can then be associated with a project. To activate a workflow: 

    1. 1.Select > Issues.
    2. 2.Click Workflow schemes.
    3. 3.Either click Add workflow scheme or edit an active workflow scheme. 
    4. 4.Add your workflow to the scheme. (See Configuring workflow schemes for more detailed information.)

To finish activating your workflow, associate the workflow scheme it’s in with a project (if an issue type is not defined in the project’s issue type scheme, that specific workflow is not used):

    1. 1.In the sidebar, click Issue type schemes.
    2. 2.Click Associate to begin the migration process.

Each issue needs to have a valid status, so you may need to assign statuses to a select number of issues after you switch workflow schemes. 

A Jira project must always be associated with a workflow scheme, since all issues must move through a workflow. To disassociate a custom workflow scheme from a project, simply associate that project to the default workflow scheme instead.

Adding a transition to a workflow

To add a transition, open your workflow in text mode:

    1. 1.Select > Issues.
    2. 2.Click Workflows > Edit your selected workflow.
    3. 3.Click the Text tab > Add Transition, then fill in the details. 
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In the Transition View field, select either:

  • No view for transition — choose this if you do not need to prompt the user for input before the transition is executed (i.e. the transition will occur instantly when the user clicks the transition)
  • Or, the name of a screen (from the dropdown menu) that will be shown to users, asking for input before the transition is executed. You can choose one of Jira’s default screens or any other screen you have created. If no existing screen is suitable, you may wish to create a new screen for the transition.


    You can view workflow statuses and transitions in classic projects. Click the status dropdown when viewing an issue and choose View workflow.

Adding a status to a workflow

    1. 1.Select > Issues.
    2. 2.Click Statuses > Add status.  

Setting the resolution field

In Jira, an issue is either open or closed, based on the value of its resolution field (not its status).

  • An issue is open if its resolution field isn’t set.
  • An issue is closed if its resolution field has a value (fixed or can’t reproduce, for example).

This is true regardless of the issue’s current status (open or in progress, for example). If you need your workflow to force an issue to be open or closed, you will need to set the issue’s resolution field during a transition. There are two ways to do this:

  • Set the resolution field automatically via a post function.
  • Prompt the user to choose a resolution via a screen. 

Renaming workflow transition buttons

If you copied the system workflow and you wish to rename the workflow transition buttons on the View Issue page, you must delete the following properties from all transitions in the copied workflow:

  • jira.i18n.title
  • jira.i18n.description

Otherwise, the default names (i.e. values of these properties) will persist.

JIRA certifications

Jira Administrator- Manage, customize, and configure Jira Server for any software or business team

Jira Project Administrator- Configure projects and boards, customize workflows and manage project permissions

Agile Team Leader- Build on your agile skills to optimize Jira Software for your development teams

Jira Service Desk Administrator- Manage and configure Jira Service Desk Server for your service management teams

Confluence Administrator- Enable the best team experience for creating and managing content

Jira Cloud User Badges- Configure and use Jira Software to find, organize and report on your work.

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