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diff --git a/doc/user/project/integrations/jira.md b/doc/user/project/integrations/jira.md new file mode 100644 index 00000000000..233a2583c36 --- /dev/null +++ b/doc/user/project/integrations/jira.md @@ -0,0 +1,208 @@ +# GitLab JIRA integration + +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. + +## Configuration + +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 + +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 + +>**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-old-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 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. + + + +--- + +## 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 + +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: + +``` +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 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 PROJECT-1` +- `Closes PROJECT-1` +- `Fixes PROJECT-1` + +where `PROJECT-1` is the issue ID of the JIRA project. + +### JIRA issue closing example + +Let's consider the following example: + +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. + + + +--- + +Once this merge request is merged, the JIRA issue will be automatically closed +with a link to the commit that resolved the issue. + + + +--- + + + +## 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. +JIRA issue references and update comments will not work if the GitLab issue tracker is disabled. + +### GitLab is unable 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]: services_templates.md +[jira-repo-old-docs]: https://gitlab.com/gitlab-org/gitlab-ce/blob/8-13-stable/doc/project_services/jira.md |