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æ Praecipio ConsultingWhat NOT to Do: Atlassian Best PracticesWorkbookWhat NOT to DO:Atlassian Best PracticesWorkbookpraecipio.comProprietary and ConfidentialCopyright 2018Page 1
æ Praecipio ConsultingIntroductionYou will be working in Skytap with your own virtual machine. The environment is unique to you and changes you make will not impactchanges made by other users.Browser Recommendation: Please use Chrome on the provided laptops.Log Into Skytap1. Go to the unique URL provided2. Enter the passwordGoldenEgret3. Click the Play button4. Click on the Virtual Machine TileThis opens the Machine in a different tab.praecipio.comProprietary and ConfidentialCopyright 2018Page 1
æCredentialsThe credentials for JIRA are stored in Skytap for your convenience under the Keys icon in the Skytap controls. You will use the differentavailable users to make changes to the applications.Praecipio Consultingpraecipio.comProprietary and ConfidentialCopyright 2018Page 2
æLab 2.0 - GovernanceIn this exercise, you are going to take the requirements from a Project Manager and add a user (Becky Sanders) to the system. You will alsovalidate the permissions of the end user as compared to the permissions of you, the JIRA Administrator. Remember, the credentials forCharlie will be stored in the keys section of Skytap. If you forget Charlie's password, simply click in the keys and insert password.Exercise 1 - Add a User to a GroupAs an administrator of Jira, you will need to fulfill a new request. Thinking back to the presentation, a project manager is requesting accessfor a new developer.The developer needs the "same access as the others." In this case, we have no additional information. We'll revisit why this is important inExercise 2.1. In the Login Screen for Jira, use the credentials for Charlie by clicking on Insert next to both the Username and Password.2.praecipio.comProprietary and ConfidentialCopyright 2018Page 3
æ2. Click Log In or hit Enter.3. You should now see a dashboard called PM Overview4. In the Global header, click Projects and select SoftwareQuestion: How Many JIRA Projects do you see in the list?Answer: 3.5. In the upper right hand corner, you will see a Cog Icon next to the avatar of a ghost. This is the JIRA Administration menu.Because you logged in as Charlie, an Administrator, the cog icon is visible and the menu is available.6. Navigate to Applications and reenter the credentials for Charlie.praecipio.comProprietary and ConfidentialCopyright 2018Page 4
æ7. You will end up at the Versions and Licenses MenuUsers can have access to JIRA Core, JIRA Software, or JIRA Service Desk or all three.8. Click on Application Access on the left hand side9. Scroll down until you can see the information in JIRA SoftwareThe groups visible are default groups provided by Atlassian. These are groups that provide access to the Application, notnecessarily a group that can access JIRA Projects.10. Click on the group name jira-software-users11. Click on Create new user in the upper right hand corner and fill out the following information:Email Address: [email protected] Name: Becky SandersUser Name: BeckyPassword: Charlie!praecipio.comProprietary and ConfidentialCopyright 2018Page 5
æ12. Click Create UserCongratulations! You've successfully added a new user to JIRA Software! You will need to grant Becky access to Confluence as well for alater exercise. Do so now using the following steps.1. Go to User Management and select Groups on the left-hand side2. Next to the group confluence-users, select Edit Members3. Click the people iconnext to the Add Members text box4. Select Becky in the dialog box and hit enterpraecipio.comProprietary and ConfidentialCopyright 2018Page 6
æ5. Click Add users6. Becky is now added to the grouppraecipio.comProprietary and ConfidentialCopyright 2018Page 7
æExercise 2 - Validate User AccessIn this exercise, you'll validate Becky's access to JIRA Software. If we remember, the requirements for Becky's access is to have the "sameaccess as the rest of the team members."We've added Becky to JIRA Software. How do we verify if Becky has access to the correct JIRA Projects?1.2.3.4.Log out of JIRA by clicking on the ghost avatar and select Log Out.Click Log in again in the dialog boxLog in as Becky (becky/Charlie!)Click Log in or hit enterYou will be walked through a first time user access menu. Follow the prompts on the screen:Language: EnglishAvatar: skip this by clicking NextWhat would you like to do now? Select Explore the current projects5. In the Browse Projects Menu, on the left-hand side, click SoftwareQuestion: How many JIRA Projects do you see?Answer: 1 project named SDLCExercise 3 - Troubleshoot and Fix AccessBecky is part of the App Development team, but not the Web Development team. However, she currently only has access to the SDLCproject. In the previous requirements, the project manager stated only, "Becky needs the same access as everyone else." Currently, Beckydoes not have access to the correct JIRA Projects because we practice good governance. Providing her access to the JIRA Software as theApplication did not automatically provide her access to the JIRA Projects she needs to work in. We need to add her to the correct groups tomake sure she can use the correct JIRA Projects.1.praecipio.comProprietary and ConfidentialCopyright 2018Page 8
æ1. If you haven't already done so, log out as Becky and log in as Charlie2. Go to Projects App Development3. Select Project Settings (cog icon) in the lower left-hand corner4. On the left hand side, select Permissionspraecipio.comProprietary and ConfidentialCopyright 2018Page 9
æ5. Observe the Roles associated to the PermissionsQuestion: How many JIRA Projects share this Permission Scheme?Answer: 2Question: How many Roles are in the Permission Scheme?Answer: 3 - Administrators, Scrum Master, and DevelopersQuestion: Which two roles are associated to the Browse Projects PermissionAnswer: 2 - Developers and Administrators6. On the left hand side, click Users and rolesQuestion: How many Roles are visible on the screen?Answer: 2 - Administrators and Developers7. In the upper right hand corner, click Add users to a role8. Search for Beckypraecipio.comProprietary and ConfidentialCopyright 2018Page 10
æ9. In the second drop down, select the Developers Role10. Click Add11. Becky should be added to the Developers Role12. Log out as Charlie by clicking on the ghost avatar and selecting Log out13. Click Log in again and Log in as Becky (becky/Charlie!)14. From the Global Header, click on Projects SoftwareQuestion: How many JIRA Projects can Becky see now?Answer: 2 - SDLC and App DevelopmentCongratulations on completing the Lab!praecipio.comProprietary and ConfidentialCopyright 2018Page 11
æLab 3.0 - JIRA Administration and Impacts to the InstanceIn this Lab, you will make changes to the JIRA instance that will have lasting impacts to the structure of every JIRA product. JIRA Core, JIRASoftware, and JIRA Service Desk share a set of objects. Statuses, Permission Schemes, Issue Types are all examples of objects that maybe shared across all three JIRA applications. Making changes to the Objects themselves will impact all three JIRA applications.Exercise 1 - Workflow Status ChangeIn this exercise, you will make a change to a workflow status that is used by all three of the JIRA Applications. You will also observe how allissues in the JIRA projects are impacted by the change. You will need to access the instance as Charlie using the Skytap credentials.One of your Team Leads wants to make a change to their workflow. Instead of using Open as the initial status, they'd like to use Not Started.1. If you have not done so, log out as Becky and log back in as Charlie.2. Go to Issues Search for Issues3. In the search bar, type the following:status Open4. Hit enterQuestion: How many results show up?Answer: 345. Click on Export Dashboard Chartspraecipio.comProprietary and ConfidentialCopyright 2018Page 12
æ5.6. On the left-hand side, click Pie Chart7. In the lower right hand side, click the cog icon and select Edit, then select Project as the statistic type, then select SaveQuestion: How many JIRA Projects do you see?Answer: 4 - IT Support, Project Management, Problem and Change Management, Product Support.praecipio.comProprietary and ConfidentialCopyright 2018Page 13
æ8. Go to the Administration Cog Icon and select Issues9. Enter the password for Charlie again10. On the left-hand side, scroll down toIssue attributes and select StatusesQuestion: How many associated workflows use the status named Open?Answer: 17 Associated Workflows11. Click on 17 Associated Workflows to open the list of associated workflows12. Observe the list of workflows:13. Click Close14. On the right hand side, click Edit15.praecipio.comProprietary and ConfidentialCopyright 2018Page 14
æ15. Change the name of the status to Not Started and click Update16. Go to Issues Search for Issues17. In the search bar, type the following:status Open18. Hit enterQuestion: How many results show up?Answer: 0By changing the Workflow Status name instead of adding a new workflow Status and modifying the Workflow, all issues that were formerly inOpen are now in Not Started across the entire instance regardless of the application. JIRA Service Desk, JIRA Software, and JIRA Corehave all been affected. Any filters using "status Open" will show no results.Exercise 2 - Permission Scheme ChangeIn this exercise, you will make a change to a Permission Scheme that impacts both the App Development and Web Development projects.Role-based permissions are considered a best practice instead of group based permissions.If we remember Becky, she was provided access to the App Development project, but not the Web Development project. We'll use this samescenario in this exercise to open and close her permissions.1. Make sure you are logged in as Charlie2. Go to the Administration Cog Icon and select Issues3. Enter the password for Charlie again4. On the left hand side toward the bottom, select Permission Schemes5. Click Permissions next to the Best Practices Permission Schemepraecipio.comProprietary and ConfidentialCopyright 2018Page 15
æ5.Question: How many JIRA Projects use this Permission Scheme?Answer: Under the name of the Permission Scheme (Best Practices Permission Scheme), it shows Used by 2 Projects.6. In the upper right hand corner, click Grant Permission, then click Show more in the dialog box to view all permission options7. Click into the text box next to Permissions and select Browse Projects8. Select the radio button next to Group and choose jira-software-userspraecipio.comProprietary and ConfidentialCopyright 2018Page 16
æ9. Click Grant10. Log out as Charlie and log back in again as Becky (becky/Charlie!)11. From the Global Header, click on Projects SoftwareQuestion: How many JIRA Projects can Becky see now?Answer: 3 - SDLC, App Development, and Web DevelopmentBy adding the jira-software-users group to the permission scheme, anyone in that group can now see ALL JIRA Projects using thatPermission Scheme.Congratulations on completing the lab!praecipio.comProprietary and ConfidentialCopyright 2018Page 17
æLab 4.0 - Confluence Information ArchitectureIn this Lab, you will practice creating a Space, configuring permissions for the Space, and Restricting Pages. You will be logging in as bothCharlie and Becky throughout the exercises. Becky was added to the confluence-users group during the first exercise. At this point, she willbe able to access Confluence.The project manager would like a new Space to house all things upcoming release for one of the products. Instead of reusing another Space,you are asked to create a new one following these requirements:The Space should have Meeting Notes and Product Requirements as Parent Pages.The Space should be visible to all jira-software-users.Becky will be named the Space Administrator.Only Becky should be able to Restrict Pages.Becky will only restrict compartmentalized information as needed.Exercise 1 - Create a SpaceCreating a Space using a Confluence Space Blueprint means that you can designate how the navigation of the Space should behave withouthaving to do it yourself. In this exercise, we are going to select a Space Blueprint that works best with our requirements. Specifically, MeetingNotes and Product Requirements are Parent Pages in the Space.1. Using the Application switcher in the upper left-hand corner, choose Confluence2. Login using the Charlie credentials3. Under the Spaces menu in the Global Header, choose Create Space4. Select Software project space and click Nextpraecipio.comProprietary and ConfidentialCopyright 2018Page 18
4.æIf you read the description under the Software project space, you see it specifically calls out software requirements andmeeting notes in the description.5. Select the SDLC JIRA Project, name it New SDLC Space, leave the Key as it is and click CreateQuestion: What is listed under Space Shortcuts on the left-hand side?Answer: Jira: SDLCQuestion: How many Parent Pages are listed under the Page Tree?Answer: 5 - Decision Log, File Lists, Meeting Notes, Product Requirements, Retrospectives.Congratulations on completing the exercise! You now have a brand new Confluence Space.praecipio.comProprietary and ConfidentialCopyright 2018Page 19
æExercise 2 - Configure PermissionsLet's take a look at the requirements from the beginning of this Lab.The project manager would like a new Space to house all things upcoming release for one of the products. Instead of reusing another Space,you are asked to create a new one following these requirements:The Space should have Meeting Notes and Product Requirements as Parent Pages.The Space should be visible to all jira-software-users.Becky will be named the Space Administrator.Only Becky should be able to Restrict Pages.Becky will only restrict compartmentalized information as needed.We need to configure the Space permissions to fulfill the requirements.1. In the lower left-hand corner, click on Space Tools Permissions2. Observe the following permissions:Question: Can all confluence-users view this Space?Answer: Yes. They can also Add pages, blogs, and comments to all pages in this Space.3. Click Edit Permissions under the Groups section and use Charlie's credentials4. Search for jira-software-users in the selection box and click on Add to add the grouppraecipio.comProprietary and ConfidentialCopyright 2018Page 20
æ5. Deselect permissions from the confluence-users group and check the boxes next to the jira-software-users group matching thepicture below6. Under the Individual Users section, search for Becky and click Add7. Deselect Admin and Delete permissions from Charlie and check the boxes next to Becky matching the picture below8. Click Save allCongratulations! You've now configured Confluence Space Permissions!praecipio.comProprietary and ConfidentialCopyright 2018Page 21
æExercise 3 - Restrict PagesIn this exercise, we're going to restrict a Page to maintain compartmentalization in the Space.Let's take a look at the requirements from the beginning of this Lab.The project manager would like a new Space to house all things upcoming release for one of the products. Instead of reusing another Space,you are asked to create a new one following these requirements:The Space should have Meeting Notes and Product Requirements as Parent Pages.The Space should be visible to all jira-software-users.Becky will be named the Space Administrator.Only Becky should be able to Restrict Pages.Becky will only restrict compartmentalized information as needed.Becky needs to create a specific Parent Page she can access that is not visible to Charlie or any other user in this Space.1. Log out of Confluence as Charlie, and log back in as Becky (Becky/Charlie!)2. Because this is the first time you've logged into Confluence, you will have to skip some menusa. On the first screen, click Skip below the videob. On the second screen, click Skip under Drag an Image Herec. On the second screen, select New SDLC Space, then click Finish3. Click New SDLC Space on the left-hand side under My SpacesWhen navigating to a Space, you will always end up at the Home Page for that Space.4. Click Create in the Global Header. This defaults to a Blank Page5. Give the page a title and click the Lock icon to pull up the restrictions dialog6. Select Viewing and Editing Restrictedpraecipio.comProprietary and ConfidentialCopyright 2018Page 22
æBecause Becky is creating the page, the restrictions will default to her.7. Click Publish in the lower right hand cornerQuestion: How many Parent Pages can Becky see on the left-hand side?Answer: 6 - Decision Log, File Lists, Meeting Notes, Product Requirements, Restricted Information, Retrospectives.8. Log out as Becky and log back in as Charlie9. Go to Spaces in the Global Header and click on New SDLC Space under the Recent Spaces menuQuestion: How many Parent Pages can Charlie see on the left-hand side?Answer: 6 - Decision Log, File Lists, Meeting Notes, Product Requirements, Restricted Information, Retrospectives.Because Charlie is a Confluence Administrator, he can see restricted pages in every Space.Congratulations on completing the lab!praecipio.comProprietary and ConfidentialCopyright 2018Page 23
Lab 3.0 - JIRA Administration and Impacts to the Instance. In this Lab, you will make changes to the JIRA instance that will have lasting impacts to the structure of every JIRA product. JIRA Core, JIRA Software, and JIRA Service Desk share a set of objects. Statuses, Permission
