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diff --git a/doc/project_services/jira.md b/doc/project_services/jira.md new file mode 100644 index 00000000000..27170c1eb19 --- /dev/null +++ b/doc/project_services/jira.md @@ -0,0 +1,234 @@ +# 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 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" +[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" + +## Troubleshooting + +### 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. + +### 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. |