JumpStart to Jira for Administrators

Course Objectives

This course is approximately 50% hands-on, combining expert lecture, real-world demonstrations and group discussions with machine-based practical labs and exercises.  Working in a hands-on learning environment, exploring several practical use cases that provide context as to where and when to use Jira, students will learn about:

• user management
• global and project permissions
• project roles
• schemes
• configuration of issue types, workflows, and screens

Course Prerequisites

This is an introductory-level course for Administrators who are new to Jira (this is NOT for experienced Jira admin or users). Students should have a background in basic administration.

NOTE: End users not responsible for Jira administration should consider JumpStart to Jira for End Users as an alternative course.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most.

Getting started with JIRA Administration

• JIRA conceptual review
• Core concepts
• Terminology
• Infrastructure
• JIRA roles

Groups vs Roles

• Overview
• Project roles
• Creating a role
• Project scaling
• JIRA User management

Project Resolution

• Project status
• Resolved status
• Resolution date

Schemes

• Overview
• Project scope schemes
• Adding users to schemes
• Issue type schemes
• Notification schemes
• Permission schemes
• Issue security schemes
• working with schemes

JIRA as a Platform

• Overview
• What can be configured
• Basic JIRA project setup
• Advanced project setup

Workflows

• Overview
• Designing a workflow
• Defining a workflow
• Implementing a workflow
• Deploying workflows
• Workflow events
• Transitions and sub-tasks

Custom Fields

• Overview
• Field types
• Field context
• Limiting contexts
• Adding contexts
• Screens and field configuration
• Best practices for custom fields

User Lifecycle

• Overview
• Adding users
• Adding third-party users
• Modifying users
• Deactivating users

Remote JIRA Access

• Overview
• Emails
• SQL
• REST
• Webhooks
• XML and RSS
• Command Line Interface
• Integrating JIRA with other applications

Migrating Data into JIRA

• Overview
• Migration steps
• The CSV importer
• JIRA cloud migration

Summary and Best Practices

• Looking back at the “Big Picture”