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diff --git a/doc/integration/jira.md b/doc/integration/jira.md index 78aa6634116..cf1557ddc44 100644 --- a/doc/integration/jira.md +++ b/doc/integration/jira.md @@ -1,3 +1,197 @@ # GitLab JIRA integration -This document was moved under [project_services/jira](../project_services/jira.md). +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. + +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 RESOURCE_NAME of [PROJECT_NAME|LINK_TO_COMMENT]: + ENTITY_TITLE +``` + +* `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. + + + +--- + +### 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** + +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 + +JIRA configuration in GitLab is done via a project's **Services**. + +#### GitLab 13.0 with JIRA v1000.x + +To enable JIRA integration in a project, navigate to the project's +and open the context menu clicking on the top right gear icon, then go to +**Services > JIRA**. + +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. Ex. https://JIRA.example.com | +| `Project key` | The short, all capital letter identifier for your JIRA project. | +| `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 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. + + + +--- + +#### GitLab 6.x-7.7 with JIRA v6.x + +_**Note:** GitLab versions 13.0 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 |