Commit d369cd29 authored by Achilleas Pipinellis's avatar Achilleas Pipinellis
Browse files

Merge branch 'doc_refactor_jira' into 'master'

Refactor JIRA documentation

Closes https://gitlab.com/gitlab-org/gitlab-ce/issues/12680

## TODO

- [x] Move JIRA docs from `integration/` to `project_services/`
- [x] Split old JIRA info
- [x] Add note on document migration
- [x] Change references to new location
- [x] Add new images
- [x] Clean-up `jira.md`

See merge request !2592
parents 44275041 22984594
......@@ -5,7 +5,7 @@ trackers and external authentication.
See the documentation below for details on how to configure these services.
- [Jira](jira.md) Integrate with the JIRA issue tracker
- [Jira](../project_services/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
......
......@@ -19,7 +19,7 @@ To enable an external issue tracker you must configure the appropriate **Service
Visit the links below for details:
- [Redmine](../project_services/redmine.md)
- [Jira](jira.md)
- [Jira](../project_services/jira.md)
### Service Template
......
# GitLab Jira integration
# GitLab JIRA integration
GitLab can be configured to interact with Jira. Configuration happens via
username 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 LINK_TO_THE_MENTION
```
* `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.
![example of mentioning or closing the Jira issue](img/jira_issue_reference.png)
---
### 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.
![A Git commit that causes the Jira issue to be closed](img/jira_merge_request_close.png)
---
![The GitLab integration user leaves a comment on Jira](img/jira_service_close_issue.png)
---
## 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**
### Configuring GitLab
JIRA configuration in GitLab is done via a project's **Services**.
#### GitLab 7.8 and up with JIRA v6.x
See next section.
#### GitLab 7.8 and up
_The currently supported JIRA versions are v6.x and v7.x._
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.
| Field | Description |
| ----- | ----------- |
| `description` | A name for the issue tracker (to differentiate between instances, for instance). |
| `project url` | The URL to the JIRA project which is being linked to this GitLab project. |
| `issues url` | The URL to the JIRA project issues overview for the project that is linked to this GitLab project. |
| `new issue url` | This is the URL to create a new issue in JIRA for the project linked to this GitLab project. |
| `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`, i.e. `https://jira.example.com/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 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)). By default, this ID is `2` (in the example image, this is `2` as well) |
After saving the configuration, your GitLab project will be able to interact
with the linked JIRA project.
![Jira service page](img/jira_service_page.png)
---
#### GitLab 6.x-7.7 with JIRA v6.x
_**Note:** GitLab versions 7.8 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:
![Set the JIRA project name in GitLab to 'NEW'](img/jira_project_name.png)
---
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
![Jira services page](img/jira_service.png)
[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
This document was moved under [project_services/jira](../project_services/jira.md).
# GitLab JIRA integration
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.
![JIRA user management link](img/jira_user_management_link.png)
---
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._
![JIRA create new user](img/jira_create_new_user.png)
---
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**.
![JIRA create new user](img/jira_create_new_group.png)
---
Give it an optional description and hit **Create group**.
![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`
group to JIRA Core.
![JIRA group access](img/jira_group_access.png)
---
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.
![JIRA add user to group](img/jira_add_user_to_group.png)
---
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 service page](img/jira_service_page.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.
![JIRA add GitLab commit message](img/jira_add_gitlab_commit_message.png)
---
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)
---
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.
![JIRA - submit a GitLab merge request](img/jira_submit_gitlab_merge_request.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)
---
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"
......@@ -22,7 +22,7 @@ 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 issue tracker |
| [JIRA](jira.md) | JIRA issue tracker |
| JetBrains TeamCity CI | A continuous integration and build server |
| PivotalTracker | Project Management Software (Source Commits Endpoint) |
| Pushover | Pushover makes it easy to get real-time notifications on your Android device, iPhone, iPad, and Desktop |
......
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