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authorValery Sizov <valery@gitlab.com>2016-11-30 14:53:30 +0200
committerValery Sizov <valery@gitlab.com>2016-11-30 14:53:30 +0200
commit32c6c9c457d88071ad82728ea6111a2d7d31b634 (patch)
treefe7f181e05f7268d5cdb177b05d763f5c22c3634 /doc/project_services/jira.md
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# GitLab JIRA integration
->**Note:**
-Full JIRA integration was previously exclusive to GitLab Enterprise Edition.
-With [GitLab 8.3 forward][8_3_post], this feature in now [backported][jira-ce]
-to GitLab Community Edition as well.
+GitLab can be configured to interact with JIRA. Configuration happens via
+user name and password. Connecting to a JIRA server via CAS is not possible.
----
-
-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, 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.
-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.
+Once the project is connected to JIRA, you can reference and close the issues
+in JIRA directly from GitLab.
## Configuration
-The configuration consists of two parts:
-
-- [JIRA configuration](#configuring-jira)
-- [GitLab configuration](#configuring-gitlab)
+In order to enable the JIRA service in GitLab, you need to first configure the
+project in JIRA and then enter the correct values in 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 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**
We have split this stage in steps so it is easier to follow.
@@ -62,12 +57,12 @@ We have split this stage in steps so it is easier to follow.
Give it an optional description and hit **Create group**.
- ![JIRA create new group](img/jira_create_new_group_name.png)
+ ![jira create new group](img/jira_create_new_group_name.png)
---
1. Give the newly-created group write access by going to
- **Application access > View configuration** and adding the `gitlab-developers`
+ **Application access ➔ View configuration** and adding the `gitlab-developers`
group to JIRA Core.
![JIRA group access](img/jira_group_access.png)
@@ -75,7 +70,7 @@ We have split this stage in steps so it is easier to follow.
---
1. Add the `gitlab` user to the `gitlab-developers` group by going to
- **Users > GitLab user > Add group** and selecting the `gitlab-developers`
+ **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.
@@ -88,50 +83,30 @@ 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). |
+>**Notes:**
+- The currently supported JIRA versions are `v6.x` and `v7.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][jira-repo-docs].
+
+To enable JIRA integration in a project, navigate to your project's
+**Services ➔ JIRA** and fill in the required details on the page as described
+in the table below.
+
+| Field | Description |
+| ----- | ----------- |
+| `URL` | The base URL to the JIRA project which is being linked to this GitLab project. E.g., `https://jira.example.com`. |
+| `Project key` | The short identifier for your JIRA project, all uppercase, e.g., `PROJ`. |
+| `Username` | The user name 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][trans]). By default, this ID is set to `2`. |
+| `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)). |
After saving the configuration, your GitLab project will be able to interact
with the linked JIRA project.
-For example, given the settings below:
-
-- the JIRA URL is `https://jira.example.com`
-- the project is named `GITLAB`
-- the user is named `gitlab`
-- the JIRA issue transition is 151 (based on the [JIRA issue transition][trans])
-
-the following screenshot shows how the JIRA service settings should look like.
-
![JIRA service page](img/jira_service_page.png)
-[trans]: img/jira_issues_workflow.png
-
---
## JIRA issues
@@ -143,36 +118,28 @@ 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.
+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, e.g., `PROJECT-7`, will add a comment in JIRA issue in the
+format:
-The same works for comments in merge requests as well.
+```
+USER mentioned this issue in RESOURCE_NAME of [PROJECT_NAME|LINK_TO_COMMENT]:
+ENTITY_TITLE
+```
-![JIRA add GitLab commit message](img/jira_add_gitlab_commit_message.png)
-
----
+* `USER` A user that mentioned the issue. This is the link to the user profile in GitLab.
+* `LINK_TO_THE_COMMENT` Link to the origin of mention with a name of the entity where JIRA issue was mentioned.
+* `RESOURCE_NAME` Kind of resource which referenced the issue. Can be a commit or merge request.
+* `PROJECT_NAME` GitLab project name.
+* `ENTITY_TITLE` Merge request title or commit message first line.
-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.
-
-
-![JIRA reference commit message](img/jira_reference_commit_message_in_jira_issue.png)
+![example of mentioning or closing the JIRA issue](img/jira_issue_reference.png)
---
-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
+### 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
@@ -183,64 +150,58 @@ 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`
+- `Resolves PROJECT-1`
+- `Closes PROJECT-1`
+- `Fixes PROJECT-1`
-where `GITLAB-1` the issue ID of the JIRA project.
+where `PROJECT-1` is 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:
+Let's consider the following example:
-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
+1. For the project named `PROJECT` in JIRA, we implemented a new feature
+ and created a merge request in GitLab.
+1. This feature was requested in JIRA issue `PROJECT-7` and the merge request
+ in GitLab contains the improvement
+1. In the merge request description we use the issue closing trigger
+ `Closes PROJECT-7`.
+1. Once the merge request is merged, the JIRA issue will be automatically closed
+ with a comment and an associated link to the commit that resolved the issue.
---
In the following screenshot you can see what the link references to the JIRA
issue look like.
-![JIRA - submit a GitLab merge request](img/jira_submit_gitlab_merge_request.png)
+![A Git commit that causes the JIRA issue to be closed](img/jira_merge_request_close.png)
---
Once this merge request is merged, the JIRA issue will be automatically closed
with a link to the commit that resolved the issue.
-![The GitLab integration user leaves a comment on JIRA](img/jira_issue_closed.png)
+![The GitLab integration closes JIRA issue](img/jira_service_close_issue.png)
---
-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"
-[jira-ce]: https://gitlab.com/gitlab-org/gitlab-ce/merge_requests/2146 "MR - Backport JIRA service"
-[8_3_post]: https://about.gitlab.com/2015/12/22/gitlab-8-3-released/ "GitLab 8.3 release post"
+![The GitLab integration creates a comment and a link on JIRA issue.](img/jira_service_close_comment.png)
## Troubleshooting
+If things don't work as expected that's usually because you have configured
+incorrectly the JIRA-GitLab integration.
+
### GitLab is unable to comment on a ticket
Make sure that the user you set up for GitLab to communicate with JIRA has the
-correct access permission to post comments on a ticket and to also transition the
-ticket, if you'd like GitLab to also take care of closing them.
+correct access permission to post comments on a ticket and to also transition
+the ticket, if you'd like GitLab to also take care of closing them.
### GitLab is unable to close a ticket
-Make sure the the `Transition ID` you set within the JIRA settings matches the
-one your project needs to close a ticket.
+Make sure the `Transition ID` you set within the JIRA settings matches the one
+your project needs to close a ticket.
+
+[services-templates]: ../project_services/services_templates.md
+[jira-repo-docs]: https://gitlab.com/gitlab-org/gitlab-ce/blob/8-13-stable/doc/project_services/jira.md