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diff --git a/doc/integration/README.md b/doc/integration/README.md index ae4387e2577..417dc874516 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](../project_services/jira.md) Integrate with the JIRA issue tracker +- [JIRA](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/jira.md b/doc/integration/jira.md index 78aa6634116..2e31fd994de 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 8.13.0 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 8.13.0 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 diff --git a/doc/project_services/img/builds_emails_service.png b/doc/project_services/img/builds_emails_service.png Binary files differindex 88943dc410e..440728795be 100644 --- a/doc/project_services/img/builds_emails_service.png +++ b/doc/project_services/img/builds_emails_service.png 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 differdeleted file mode 100644 index aec472b9118..00000000000 --- a/doc/project_services/img/jira_add_gitlab_commit_message.png +++ /dev/null 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 differdeleted file mode 100644 index 0ba737bda9a..00000000000 --- 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-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][trans]). 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. - -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. - - - -[trans]: img/jira_issues_workflow.png - ---- - -## 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. +GitLab JIRA integration documentation has moved to [here](../integration/jira.md). diff --git a/doc/project_services/project_services.md b/doc/project_services/project_services.md index 890f7525b0e..6b0fc685fd5 100644 --- a/doc/project_services/project_services.md +++ b/doc/project_services/project_services.md @@ -40,7 +40,7 @@ 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.md) | JIRA issue tracker | +| [JIRA](../integration/jira.md) | JIRA issue tracker | | JetBrains TeamCity CI | A continuous integration and build server | | [Mattermost slash commands](mattermost_slash_commands.md) | Mattermost chat and ChatOps slash commands | | PivotalTracker | Project Management Software (Source Commits Endpoint) | |
