Commit 8224727b authored by Mike Lewis's avatar Mike Lewis

Merge branch '224039-jira-issues-integration-doc' into 'master'

Jira issues integration documentation

See merge request gitlab-org/gitlab!36435
parents 5d7147fe fbf98641
---
title: Expands Jira integration to allow viewing and searching a list of of Jira issues
directly within GitLab
merge_request: 36435
author:
type: added
......@@ -55,29 +55,43 @@ In order to enable the Jira service in GitLab, you need to first configure the p
> **Notes:**
>
> - The currently supported Jira versions are `v6.x, v7.x, v8.x` . GitLab 7.8 or
> higher is required.
> - GitLab 8.14 introduced a new way to integrate with Jira which greatly simplified
> the configuration options you have to enter. If you are using an older version,
> [follow this documentation](https://gitlab.com/gitlab-org/gitlab/blob/8-13-stable-ee/doc/project_services/jira.md).
> - The supported Jira versions are `v6.x`, `v7.x`, and `v8.x`.
> - In order to support Oracle's Access Manager, GitLab will send additional cookies
> to enable Basic Auth. The cookie being added to each request is `OBBasicAuth` with
> a value of `fromDialog`.
To enable the Jira integration in a project, navigate to the
[Integrations page](overview.md#accessing-integrations), click
the **Jira** service, and fill in the required details on the page as described
in the table below.
[Integrations page](overview.md#accessing-integrations) and click
the **Jira** service.
Select **Enable integration**.
Select a **Trigger** action. This determines whether a mention of a Jira issue in GitLab commits, merge requests, or both, should link the Jira issue back to that source commit/MR and transition the Jira issue, if indicated.
To include a comment on the Jira issue when the above referene is made in GitLab, check **Enable comments**.
Enter the further details on the page as described in the following table.
| Field | Description |
| ----- | ----------- |
| `Web URL` | The base URL to the Jira instance web interface which is being linked to this GitLab project. E.g., `https://jira.example.com`. |
| `Jira API URL` | The base URL to the Jira instance API. Web URL value will be used if not set. E.g., `https://jira-api.example.com`. Leave this field blank (or use the same value of `Web URL`) if using **Jira Cloud**. |
| `Username/Email` | Created when [configuring Jira step](#configuring-jira). Use `username` for **Jira Server** or `email` for **Jira Cloud**. |
| `Password/API token` |Created in [configuring Jira step](#configuring-jira). Use `password` for **Jira Server** or `API token` for **Jira Cloud**. |
| `Transition ID` | This is the ID of a transition that moves issues to the desired state. It is possible to insert transition ids separated by `,` or `;` which means the issue will be moved to each state after another using the given order. **Closing Jira issues via commits or Merge Requests won't work if you don't set the ID correctly.** |
| `Username or Email` | Created in [configuring Jira](#configuring-jira) step. Use `username` for **Jira Server** or `email` for **Jira Cloud**. |
| `Password/API token` |Created in [configuring Jira](#configuring-jira) step. Use `password` for **Jira Server** or `API token` for **Jira Cloud**. |
| `Transition ID` | Required for closing Jira issues via commits or merge requests. This is the ID of a transition in Jira that moves issues to a desired state. (See [Obtaining a transition ID](#obtaining-a-transition-id).) If you insert multiple transition IDs separated by `,` or `;`, the issue is moved to each state, one after another, using the given order. |
### Obtaining a transition ID
To enable users to view Jira issues inside GitLab, select **Enable Jira issues** and enter a project key. **(PREMIUM)**
CAUTION: **Caution:**
If you enable Jira issues with the setting above, all users that have access to this GitLab project will be able to view all issues from the specified Jira project.
When you have configured all settings, click **Test settings and save changes**.
Your GitLab project can now interact with all Jira projects in your instance and the project now displays a Jira link that opens the Jira project.
![Jira service page](img/jira_service_page_v12_2.png)
#### Obtaining a transition ID
In the most recent Jira user interface, you can no longer see transition IDs in the workflow
administration UI. You can get the ID you need in either of the following ways:
......@@ -90,19 +104,11 @@ administration UI. You can get the ID you need in either of the following ways:
Note that the transition ID may vary between workflows (e.g., bug vs. story),
even if the status you are changing to is the same.
After saving the configuration, your GitLab project will be able to interact
with all Jira projects in your Jira instance and you'll see the Jira link on the GitLab project pages that takes you to the appropriate Jira project.
![Jira service page](img/jira_service_page_v12_2.png)
#### Disabling comments on Jira issues
### Disabling comments on Jira issues
You can continue to have GitLab cross-link a source commit/MR with a Jira issue while disabling the comment added to the issue.
When you reference a Jira issue, it will always link back to the source commit/MR in GitLab, however, you can control whether GitLab will also cross-post a comment to the Jira issue. That functionality is enabled by default.
To disable the automated commenting on Jira issues:
1. Open the [Integrations page](overview.md#accessing-integrations) and select **Jira**.
1. In the **Event Action** section, uncheck **Comment**.
See the [Configuring GitLab](#configuring-gitlab) section and uncheck the **Enable comments** setting.
## Jira issues
......@@ -111,7 +117,7 @@ By now you should have [configured Jira](#configuring-jira) and enabled the
you should be able to reference and close Jira issues by just mentioning their
ID in GitLab commits and merge requests.
### Referencing Jira Issues
### Reference Jira issues
When GitLab project has Jira issue tracker configured and enabled, mentioning
Jira issue in GitLab will automatically add a comment in Jira issue with the
......@@ -138,7 +144,7 @@ For example, the following commit will reference the Jira issue with `PROJECT-1`
git commit -m "PROJECT-1 Fix spelling and grammar"
```
### Closing Jira Issues
### Close Jira issues
Jira issues can be closed directly from GitLab by using trigger words in
commits and merge requests. When a commit which contains the trigger word
......@@ -162,8 +168,6 @@ where `PROJECT-1` is the ID of the Jira issue.
> [project settings](img/jira_project_settings.png).
> - The Jira issue will not be transitioned if it has a resolution.
### Jira issue closing example
Let's consider the following example:
1. For the project named `PROJECT` in Jira, we implemented a new feature
......@@ -185,6 +189,45 @@ with a link to the commit that resolved the issue.
![The GitLab integration closes Jira issue](img/jira_service_close_issue.png)
### View Jira issues **(PREMIUM)**
> [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/3622) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.2.
You can browse and search issues from a selected Jira project directly in GitLab. This requires [configuration](#configuring-gitlab) in GitLab by an administrator.
![Jira issues integration enabled](img/jira/open_jira_issues_list_v13.2.png)
From the **Jira Issues** menu, click **Issues List**. The issue list defaults to sort by **Created date**, with the newest issues listed at the top. You can change this to **Last updated**.
Issues are grouped into tabs based on their [Jira status](https://confluence.atlassian.com/adminjiraserver070/defining-status-field-values-749382903.html).
- The **Open** tab displays all issues with a Jira status in any category other than Done.
- The **Closed** tab displays all issues with a Jira status categorized as Done.
- The **All** tab displays all issues of any status.
Click an issue title to open its original Jira issue page for full details.
#### Search and filter the issues list
To refine the list of issues, use the search bar to search for any text
contained in an issue summary (title) or description.
You can also filter by labels, status, reporter, and assignee using URL parameters.
Enhancements to be able to use these through the user interface are [planned](https://gitlab.com/groups/gitlab-org/-/epics/3622).
- To filter issues by `labels`, specify one or more labels as part of the `labels[]`
parameter in the URL. When using multiple labels, only issues that contain all specified
labels are listed. `/-/integrations/jira/issues?labels[]=backend&labels[]=feature&labels[]=QA`
- To filter issues by `status`, specify the `status` parameter in the URL.
`/-/integrations/jira/issues?status=In Progress`
- To filter issues by `reporter`, specify a reporter's Jira display name for the
`author_username` parameter in the URL. `/-/integrations/jira/issues?author_username=John Smith`
- To filter issues by `assignee`, specify their Jira display name for the
`assignee_username` parameter in the URL. `/-/integrations/jira/issues?assignee_username=John Smith`
## Troubleshooting
If these features do not work as expected, it is likely due to a problem with the way the integration settings were configured.
......
Markdown is supported
0%
or
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment