JIRA 7精华：全家桶产品深度解析与实战指南

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《Packt.JIRA 7. Essentials. 第四版》是一本深入探讨全新JIRA 7功能的专业指南，它旨在帮助读者理解和管理项目，有效地处理软件问题和缺陷。自成立以来，JIRA从一个专为工程师设计的简单bug跟踪系统发展成为一款全能的问题跟踪解决方案，它已经演变成一个平台，集成了多个产品，以适应各种各样的应用场景。在JIRA 7及后续版本中，"JIRA"不再只是一个单一的应用程序，而是形成了一个包括JIRA Software（面向敏捷软件开发）、JIRA Service Desk（客户服务台）和JIRA Core（核心功能）在内的产品系列。这种转变使得每个产品更加专注于它们的核心功能和价值，用户可以根据自身需求选择最适合的产品，无论是进行敏捷开发、提供客户支持，还是管理日常任务。本书涵盖了JIRA 7家族产品的基础知识，以及各个产品的主要特性，同时也会介绍丰富的插件，这些插件能够增强JIRA平台的功能。作者Patrick Li以其丰富的实战经验和详细的步骤指导，使读者能够迅速成为JIRA的专家。无论你是初次接触JIRA的新手，还是希望提升技能的老手，这本书都能为你提供宝贵的学习资源。在版权方面，此书享有2016年Packt Publishing的版权保护，未经出版商书面许可，禁止任何形式的复制、存储或传输。尽管作者和出版社已尽力确保信息的准确性，但书中提供的所有信息均无任何形式的担保，包括明示或暗示的保修。对于因本书直接或间接导致的任何损失，作者、Packt Publishing及其经销商和分销商概不负责。 Packt Publishing在本书中尽可能正确地标注了提及的所有公司和产品的商标信息，但并不保证这些信息的准确性。本书首次发布于2016年5月。通过阅读《Packt.JIRA 7. Essentials. 第四版》，读者将获得一个全面且实用的JIRA学习体验，以提升工作效率和项目管理能力。

[ ix ]

Chapter 10: Searching, Reporting, and Analysis

299

Search interface and options in JIRA

300

Issue navigator

300

Basic search

301

Advanced search with JQL

303

Quick search

305

Working with search results

307

Switching result views

307

Exporting search results

307

Customizing the column layout

308

Sharing search results

309

Filters

309

Creating a filter

310

Managing filters

311

Sharing a filter

312

Subscribing to a filter

314

Deleting a filter

315

Changing the ownership of a filter

316

Reports

317

Generating a report

317

Dashboards

320

Managing dashboards

320

Creating a dashboard

321

Configuring a dashboard

322

Setting a layout for the dashboard 322

Changing the ownership of a dashboard

323

Gadgets

324

Placing a gadget on the dashboard

324

Moving a gadget

326

Editing a gadget

327

Deleting a gadget

328

The HR project

328

Setting up filters

328

Setting up dashboards

329

Setting up gadgets

329

Putting it together

330

Summary

331

Chapter 11: JIRA Service Desk

332

JIRA Service Desk

332

Preface

Over the years, JIRA has grown from a simple bug-tracking system designed for engineers

to manage their projects to an all-purpose issue-tracking solution. As it has matured over

time, JIRA has become more than an application—it has transformed into a platform with a

suite of other products that are built on it, enabling it to adapt and deliver value to a wide

variety of use cases.

Starting with JIRA 7, the term JIRA now refers to a family of products suite, including JIRA

Software, JIRA Service Desk, and JIRA Core. With this change, each product is more

focused on what they do and the value they bring. It is now easier than ever for customers

to choose the product best suited to their needs, whether they are running an Agile software

development project, a customer support portal, or simply a generic task management

system.

In this book, we will cover all the basics of JIRA and the core capabilities of each product in

the family along with the add-ons that add additional features to the JIRA platform.

Packed with real-life examples and step-by-step instructions, this book will help you

become a JIRA expert.

What this book covers

This book is organized into eleven chapters. The first chapter starts with setting up your

own JIRA, and the subsequent chapters will introduce key features and concepts. With each

chapter, you will learn about important concepts such as business processes, workflows, e-

mails, and notifications. You will also have the opportunity to put your newly acquired

knowledge into practice by following a live JIRA sample implementation.

Chapter 1, Getting Started with JIRA, serves as the starting point of the book and aims to

guide you to set up a local copy of a JIRA Software application that will be used throughout

the book. For seasoned JIRA experts, this will both refresh your knowledge and also

introduce you to the changes in JIRA 7. By the end of this chapter, you should have a

running JIRA application.

Chapter 2, Using JIRA for Business Projects, covers using JIRA for projects that are not based

on software development, for example, a generic task management solution. This chapter

focuses on use the basic features of JIRA, which are offered through the JIRA Core product,

which is bundled with JIRA Software.

Preface

[ 2 ]

Chapter 3, Using JIRA for Agile Projects, covers features specific to JIRA Software. This

chapter focuses on using JIRA for software development projects, especially using Agile

methodologies such as Scrum and Kanban.

Chapter 4, Issue Management, covers everything related to issue creation and the operations

that can be performed on an issue (excluding workflow transitions). Furthermore, this

chapter touches on the various aspects of issues, as they are the focal point of JIRA. This

chapter also serves as an opportunity to show and allow you to set up dummy data that

will be used by the sample project.

Chapter 5, Field Management, covers how JIRA collects data through the use of fields and

how to expand on this ability through the use of custom fields. This chapter then continues

with the various behaviors that can be configured for fields.

Chapter 6, Screen Management, builds on the preceding chapter and explores the concept of

screens and how users can create and manage their own screens. This chapter ties in all the

previous chapters to show the power behind JIRA's screen design capabilities.

Chapter 7, Workflow and Business Process, explores the most powerful feature offered by

JIRA, workflows. The concept of issue life cycles is introduced, and various aspects of

workflows explained. This chapter also explores the relationship between workflows and

other various JIRA aspects that have been previously covered, such as screens. The concept

of JIRA add-ons is also briefly touched upon in the sample project, using some popular add-

ons.

Chapter 8, E-mails and Notifications, focuses on how to get automatic e-mail notifications

from JIRA and explores the different settings that can be applied. This is a very important

and powerful feature of JIRA and also a critical part of the example project featured in this

book. This chapter also ties in the workflow chapter and explains in detail how JIRA

manages its notification mechanism.

Chapter 9, Securing JIRA, focuses on the different security control features offered by JIRA.

As this topic affects all aspects of JIRA, all previous topics are touched on, explaining how

security can be applied to each. It also covers LDAP integration, where you can hook up

your JIRA with an existing LDAP system for user management.

Chapter 10, Searching, Reporting, and Analysis, focuses on how data captured in JIRA can be

retrieved to provide various types of reporting features. It also covers the changes

introduced in JIRA 7.

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