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| author | Achilleas Pipinellis <axilleas@axilleas.me> | 2016-01-25 23:04:08 +0000 |
|---|---|---|
| committer | Achilleas Pipinellis <axilleas@axilleas.me> | 2016-01-25 23:04:08 +0000 |
| commit | d369cd292ea3ffdaa1070f92ddc1504d59d99c88 (patch) | |
| tree | 6a329f7a6079bf07ac4e079c3c7a9c9bb0f97b55 | |
| parent | 44275041c801af0a769284d3cc3a50b20752bb90 (diff) | |
| parent | 229845947f09e158937f114e0cedf486252bdda5 (diff) | |
| download | gitlab-ce-d369cd292ea3ffdaa1070f92ddc1504d59d99c88.tar.gz | |
Merge branch 'doc_refactor_jira' into 'master'
Refactor JIRA documentation
Closes https://gitlab.com/gitlab-org/gitlab-ce/issues/12680
## TODO
- [x] Move JIRA docs from `integration/` to `project_services/`
- [x] Split old JIRA info
- [x] Add note on document migration
- [x] Change references to new location
- [x] Add new images
- [x] Clean-up `jira.md`
See merge request !2592
23 files changed, 217 insertions, 151 deletions
diff --git a/doc/integration/README.md b/doc/integration/README.md index 846526f4e80..83116bc8370 100644 --- a/doc/integration/README.md +++ b/doc/integration/README.md @@ -5,7 +5,7 @@ trackers and external authentication. See the documentation below for details on how to configure these services. -- [Jira](jira.md) Integrate with the JIRA issue tracker +- [Jira](../project_services/jira.md) Integrate with the JIRA issue tracker - [External issue tracker](external-issue-tracker.md) Redmine, JIRA, etc. - [LDAP](ldap.md) Set up sign in via LDAP - [OmniAuth](omniauth.md) Sign in via Twitter, GitHub, GitLab.com, Google, Bitbucket, Facebook, Shibboleth, SAML, Crowd and Azure diff --git a/doc/integration/external-issue-tracker.md b/doc/integration/external-issue-tracker.md index 3543a67dd49..a2d7e922aad 100644 --- a/doc/integration/external-issue-tracker.md +++ b/doc/integration/external-issue-tracker.md @@ -19,7 +19,7 @@ To enable an external issue tracker you must configure the appropriate **Service Visit the links below for details: - [Redmine](../project_services/redmine.md) -- [Jira](jira.md) +- [Jira](../project_services/jira.md) ### Service Template diff --git a/doc/integration/jira.md b/doc/integration/jira.md index de574d53410..78aa6634116 100644 --- a/doc/integration/jira.md +++ b/doc/integration/jira.md @@ -1,149 +1,3 @@ -# GitLab Jira integration +# GitLab JIRA integration -GitLab can be configured to interact with Jira. Configuration happens via -username and password. Connecting to a Jira server via CAS is not possible. - -Each project can be configured to connect to a different Jira instance, see the -[configuration](#configuration) section. If you have one Jira instance you can -pre-fill the settings page with a default template. To configure the template -see the [Services Templates][services-templates] document. - -Once the project is connected to Jira, you can reference and close the issues -in Jira directly from GitLab. - -## Table of Contents - -* [Referencing Jira Issues from GitLab](#referencing-jira-issues) -* [Closing Jira Issues from GitLab](#closing-jira-issues) -* [Configuration](#configuration) - -### Referencing 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 -link back to GitLab. This means that in comments in merge requests and commits -referencing an issue, eg. `PROJECT-7`, will add a comment in Jira issue in the -format: - -``` - USER mentioned this issue in LINK_TO_THE_MENTION -``` - -* `USER` A user that mentioned the issue. This is the link to the user profile in GitLab. -* `LINK_TO_THE_MENTION` Link to the origin of mention with a name of the entity where Jira issue was mentioned. -Can be commit or merge request. - - - ---- - -### Closing Jira Issues - -Jira issues can be closed directly from GitLab by using trigger words, eg. -`Resolves PROJECT-1`, `Closes PROJECT-1` or `Fixes PROJECT-1`, in commits and -merge requests. When a commit which contains the trigger word in the commit -message is pushed, GitLab will add a comment in the mentioned Jira issue. - -For example, for project named `PROJECT` in Jira, we implemented a new feature -and created a merge request in GitLab. - -This feature was requested in Jira issue `PROJECT-7`. Merge request in GitLab -contains the improvement and in merge request description we say that this -merge request `Closes PROJECT-7` issue. - -Once this merge request is merged, the Jira issue will be automatically closed -with a link to the commit that resolved the issue. - - - ---- - - - ---- - -## Configuration - -### Configuring JIRA - -We need to create a user in JIRA which will have access to all projects that -need to integrate with GitLab. Login to your JIRA instance as admin and under -Administration go to User Management and create a new user. - -As an example, we'll create a user named `gitlab` and add it to `jira-developers` -group. - -**It is important that the user `gitlab` has write-access to projects in JIRA** - -### Configuring GitLab - -JIRA configuration in GitLab is done via a project's **Services**. - -#### GitLab 7.8 and up with JIRA v6.x - -See next section. - -#### GitLab 7.8 and up - -_The currently supported JIRA versions are v6.x and v7.x._ - -To enable JIRA integration in a project, navigate to the project's -**Settings > Services > JIRA**. - -Fill in the required details on the page as described in the table below. - -| Field | Description | -| ----- | ----------- | -| `description` | A name for the issue tracker (to differentiate between instances, for instance). | -| `project url` | The URL to the JIRA project which is being linked to this GitLab project. | -| `issues url` | The URL to the JIRA project issues overview for the project that is linked to this GitLab project. | -| `new issue url` | This is the URL to create a new issue in JIRA for the project linked to this GitLab project. | -| `api url` | The base URL of the JIRA API. It may be omitted, in which case GitLab will automatically use API version `2` based on the `project url`, i.e. `https://jira.example.com/rest/api/2`. | -| `username` | The username of the user created in [configuring JIRA step](#configuring-jira). | -| `password` |The password of the user created in [configuring JIRA step](#configuring-jira). | -| `Jira issue transition` | This is the ID of a transition that moves issues to a closed state. You can find this number under JIRA workflow administration ([see screenshot](img/jira_workflow_screenshot.png)). By default, this ID is `2` (in the example image, this is `2` as well) | - -After saving the configuration, your GitLab project will be able to interact -with the linked JIRA project. - - - ---- - -#### GitLab 6.x-7.7 with JIRA v6.x - -_**Note:** GitLab versions 7.8 and up contain various integration improvements. -We strongly recommend upgrading._ - -In `gitlab.yml` enable the JIRA issue tracker section by -[uncommenting these lines][jira-gitlab-yml]. This will make sure that all -issues within GitLab are pointing to the JIRA issue tracker. - -After you set this, you will be able to close issues in JIRA by a commit in -GitLab. - -Go to your project's **Settings** page and fill in the project name for the -JIRA project: - - - ---- - -You can also enable the JIRA service that will allow you to interact with JIRA -issues. Go to the **Settings > Services > JIRA** and: - -1. Tick the active check box to enable the service -1. Supply the URL to JIRA server, for example http://jira.example.com -1. Supply the username of a user we created under `Configuring JIRA` section, - for example `gitlab` -1. Supply the password of the user -1. Optional: supply the JIRA API version, default is version `2` -1. Optional: supply the JIRA issue transition ID (issue transition to closed). - This is dependent on JIRA settings, default is `2` -1. Hit save - - - - -[services-templates]: ../project_services/services_templates.md -[jira-gitlab-yml]: https://gitlab.com/subscribers/gitlab-ee/blob/6-8-stable-ee/config/gitlab.yml.example#L111-115 +This document was moved under [project_services/jira](../project_services/jira.md). diff --git a/doc/project_services/img/jira_add_gitlab_commit_message.png b/doc/project_services/img/jira_add_gitlab_commit_message.png Binary files differnew file mode 100644 index 00000000000..85e54861b3e --- /dev/null +++ b/doc/project_services/img/jira_add_gitlab_commit_message.png diff --git a/doc/project_services/img/jira_add_user_to_group.png b/doc/project_services/img/jira_add_user_to_group.png Binary files differnew file mode 100644 index 00000000000..e4576433889 --- /dev/null +++ b/doc/project_services/img/jira_add_user_to_group.png diff --git a/doc/project_services/img/jira_create_new_group.png b/doc/project_services/img/jira_create_new_group.png Binary files differnew file mode 100644 index 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b/doc/project_services/img/jira_workflow_screenshot.png Binary files differindex 8635a32eb68..8635a32eb68 100644 --- a/doc/integration/img/jira_workflow_screenshot.png +++ b/doc/project_services/img/jira_workflow_screenshot.png diff --git a/doc/project_services/jira.md b/doc/project_services/jira.md new file mode 100644 index 00000000000..d6b2e7f521b --- /dev/null +++ b/doc/project_services/jira.md @@ -0,0 +1,212 @@ +# GitLab JIRA integration + +GitLab can be configured to interact with [JIRA Core] either using an +on-premises instance or the SaaS solution that Atlassian offers. Configuration +happens via username and password on a per-project basis. Connecting to a JIRA +server via CAS is not possible. + +Each project can be configured to connect to a different JIRA instance or, in +case you have a single JIRA instance, you can pre-fill the JIRA service +settings page in GitLab with a default template. To configure the JIRA template, +see the [Services Templates documentation][services-templates]. + +Once the GitLab project is connected to JIRA, you can reference and close the +issues in JIRA directly from GitLab's merge requests. + +## Configuration + +The configuration consists of two parts: + +- [JIRA configuration](#configuring-jira) +- [GitLab configuration](#configuring-gitlab) + +### Configuring JIRA + +First things first, we need to create a user in JIRA which will have access to +all projects that need to integrate with GitLab. + +We have split this stage in steps so it is easier to follow. + +--- + +1. Login to your JIRA instance as an administrator and under **Administration** + go to **User Management** to create a new user. + +  + + --- + +1. The next step is to create a new user (e.g., `gitlab`) who has write access + to projects in JIRA. Enter the user's name and a _valid_ e-mail address + since JIRA sends a verification e-mail to set-up the password. + _**Note:** JIRA creates the username automatically by using the e-mail + prefix. You can change it later if you want._ + +  + + --- + +1. Now, let's create a `gitlab-developers` group which will have write access + to projects in JIRA. Go to the **Groups** tab and select **Create group**. + +  + + --- + + Give it an optional description and hit **Create group**. + +  + + --- + +1. Give the newly-created group write access by going to + **Application access > View configuration** and adding the `gitlab-developers` + group to JIRA Core. + +  + + --- + +1. Add the `gitlab` user to the `gitlab-developers` group by going to + **Users > GitLab user > Add group** and selecting the `gitlab-developers` + group from the dropdown menu. Notice that the group says _Access_ which is + what we aim for. + +  + +--- + +The JIRA configuration is over. Write down the new JIRA username and its +password as they will be needed when configuring GitLab in the next section. + +### Configuring GitLab + +_**Note:** The currently supported JIRA versions are v6.x and v7.x. and GitLab +7.8 or higher is required._ + +--- + +Assuming you [have already configured JIRA](#configuring-jira), now it's time +to configure GitLab. + +JIRA configuration in GitLab is done via a project's +[**Services**](../project_services/project_services.md). + +To enable JIRA integration in a project, navigate to the project's +**Settings > Services > JIRA**. + +Fill in the required details on the page, as described in the table below. + +| Setting | Description | +| ------- | ----------- | +| `Description` | A name for the issue tracker (to differentiate between instances, for example). | +| `Project url` | The URL to the JIRA project which is being linked to this GitLab project. It is of the form: `https://<jira_host_url>/issues/?jql=project=<jira_project>`. | +| `Issues url` | The URL to the JIRA project issues overview for the project that is linked to this GitLab project. It is of the form: `https://<jira_host_url>/browse/:id`. Leave `:id` as-is, it gets replaced by GitLab at runtime. | +| `New issue url` | This is the URL to create a new issue in JIRA for the project linked to this GitLab project, and it is of the form: `https://<jira_host_url>/secure/CreateIssue.jspa` | +| `Api url` | The base URL of the JIRA API. It may be omitted, in which case GitLab will automatically use API version `2` based on the `project url`. It is of the form: `https://<jira_host_url>/rest/api/2`. | +| `Username` | The username of the user created in [configuring JIRA step](#configuring-jira). | +| `Password` |The password of the user created in [configuring JIRA step](#configuring-jira). | +| `JIRA issue transition` | This setting is very important to set up correctly. It is the ID of a transition that moves issues to a closed state. You can find this number under the JIRA workflow administration (**Administration > Issues > Workflows**) by selecting **View** under **Operations** of the desired workflow of your project. The ID of each state can be found inside the parenthesis of each transition name under the **Transitions (id)** column ([see screenshot](img/jira_issues_workflow.png)). By default, this ID is set to `2` | + +After saving the configuration, your GitLab project will be able to interact +with the linked JIRA project. + + + +--- + +## JIRA issues + +By now you should have [configured JIRA](#configuring-jira) and enabled the +[JIRA service in GitLab](#configuring-gitlab). If everything is set up correctly +you should be able to reference and close JIRA issues by just mentioning their +ID in GitLab commits and merge requests. + +### Referencing JIRA Issues + +If you reference a JIRA issue, e.g., `GITLAB-1`, in a commit comment, a link +which points back to JIRA is created. + +The same works for comments in merge requests as well. + + + +--- + +The mentioning action is two-fold, so a comment with a JIRA issue in GitLab +will automatically add a comment in that particular JIRA issue with the link +back to GitLab. + + + + +--- + +The comment on the JIRA issue is of the form: + +> USER mentioned this issue in LINK_TO_THE_MENTION + +Where: + +| Format | Description | +| ------ | ----------- | +| `USER` | A user that mentioned the issue. This is the link to the user profile in GitLab. | +| `LINK_TO_THE_MENTION` | Link to the origin of mention with a name of the entity where JIRA issue was mentioned. Can be commit or merge request. | + +### Closing 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 +followed by the JIRA issue ID in the commit message is pushed, GitLab will +add a comment in the mentioned JIRA issue and immediately close it (provided +the transition ID was set up correctly). + +There are currently three trigger words, and you can use either one to achieve +the same goal: + +- `Resolves GITLAB-1` +- `Closes GITLAB-1` +- `Fixes GITLAB-1` + +where `GITLAB-1` the issue ID of the JIRA project. + +### JIRA issue closing example + +Let's say for example that we submitted a bug fix and created a merge request +in GitLab. The workflow would be something like this: + +1. Create a new branch +1. Fix the bug +1. Commit the changes and push branch to GitLab +1. Open a new merge request and reference the JIRA issue including one of the + trigger words, e.g.: `Fixes GITLAB-1`, in the description +1. Submit the merge request +1. Ask someone to review +1. Merge the merge request +1. The JIRA issue is automatically closed + +--- + +In the following screenshot you can see what the link references to the JIRA +issue look like. + + + +--- + +Once this merge request is merged, the JIRA issue will be automatically closed +with a link to the commit that resolved the issue. + + + +--- + +You can see from the above image that there are four references to GitLab: + +- The first is from a comment in a specific commit +- The second is from the JIRA issue reference in the merge request description +- The third is from the actual commit that solved the issue +- And the fourth is from the commit that the merge request created + +[services-templates]: ../project_services/services_templates.md "Services templates documentation" +[JIRA Core]: https://www.atlassian.com/software/jira/core "The JIRA Core website" diff --git a/doc/project_services/project_services.md b/doc/project_services/project_services.md index e3403127723..55db3e4f2f3 100644 --- a/doc/project_services/project_services.md +++ b/doc/project_services/project_services.md @@ -22,7 +22,7 @@ further configuration instructions and details. Contributions are welcome. | Gemnasium | Gemnasium monitors your project dependencies and alerts you about updates and security vulnerabilities | | [HipChat](hipchat.md) | Private group chat and IM | | [Irker (IRC gateway)](irker.md) | Send IRC messages, on update, to a list of recipients through an Irker gateway | -| JIRA | Jira issue tracker | +| [JIRA](jira.md) | JIRA issue tracker | | JetBrains TeamCity CI | A continuous integration and build server | | PivotalTracker | Project Management Software (Source Commits Endpoint) | | Pushover | Pushover makes it easy to get real-time notifications on your Android device, iPhone, iPad, and Desktop | |
