Posts Tagged ‘JIRA’

Linking from a JIRA issue to a Confluence page

Posted in Confluence and JIRA, Tools on June 1st, 2011 by Jenny – Be the first to comment

FW Japanese Gardens 1I received a question this month, asking how to link from JIRA to a Confluence page. I’ve been thinking about doing exactly this, so that we can keep Specification documents in Confluence, and then link to them from a JIRA issue. Here’s what I found.

Looking through the Atlassian documentation, I discovered a plugin called the JIRA Linker, which lets you create a custom field and a Search button, so that you can search for a Confluence page and link to it.

[Confluence 3.5, JIRA 4.3]

1. Download and install the JIRA Linker plugin

  1. In JIRA, from the Dashboard, click Administration.
  2. Select JIRA Administration.
  3. Click Plugins.
  4. Click Install, and then search for “JIRA Linker”. (For some reason the Search didn’t work for me, but once I showed all available plugins, I could scroll through the list and find the JIRA Linker plugin.)
  5. Install the plugin, and then restart the JIRA service.

2. Configure the JIRA Linker plugin

  1. Follow the plugin configuration instructions to:
    – Add the Search image (search_16.png) file to JIRA’s images/icons directory.
    – Configure your custom Confluence server address.
  2. Restart the JIRA service.

3. Configure Confluence to enable Remote API Access

  1. In Confluence, from the Dashboard, click Browse, Confluence Admin.
  2. Click General Configuration.
  3. Click Edit.
  4. Select the Remote API check box.
  5. Click Save.

4. Add a custom field in JIRA

  1. In JIRA, from the Dashboard, click Administration.
  2. Select JIRA Administration.
  3. Click Custom Fields.
  4. Click Add Custom Field.
  5. Select the URL Link Field radio button, then click Next.
  6. Enter a name for the field.
  7. Select the appropriate issue types. (I selected Any issue type, for testing purposes.)
  8. Select an applicable context – Global, or a particular project. (I used the default.)
  9. Click Finish.
  10. Select which screens you want the field to appear on. (I selected all three options for testing.)

5.  Link to a Confluence page from a JIRA issue

  1. Open a JIRA issue for editing.
  2. Navigate to the new custom field you added.
  3. Click the Search icon to the right of the field.
  4. In the Search dialog box, enter a search term to find the Confluence page you want to link to.
  5. When the Search results are displayed (this might take a few seconds or more), select the page you want to link to.
  6. Click Update.

Presto! It works!

 

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Photo via Flickr user BFS Man

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Integrating Confluence and JIRA (part 2)

Posted in Confluence and JIRA, Tools on April 14th, 2011 by Jenny – 5 Comments

BachLast time, I left off at the point of displaying JIRA issues on a Confluence page. I’d found a way to insert single issues.

But I want to display a list of all the issues going into the release. The Atlassian documentation says to use the JIRA Issues macro, so that’s what I’ll try.

[Confluence 3.5, JIRA 4.3]

1. Create a search in JIRA for the issues you want to display

  1. In JIRA, click Issues to open the Issues Navigator.
  2. On the Summary tab, click Create new.
  3. In the panel, select your search parameters. I’ve picked the project, any issue type, the version, and a status of resolved.
  4. Click Search.
  5. Click View, and then select XML.
  6. Copy the URL from the address bar.

2. Insert the JIRA Issues macro on the Confluence page

  1. In Confluence, find the page where you want to add the list of JIRA issues.
  2. Click Edit.
  3. Click Insert, then select Other Macros.
  4. In the Search box, type “JIRA”.
  5. Click JIRA Issues.
  6. In the Insert JIRA Issues Macro window, in the URL field, paste the URL you copied from the JIRA search.
  7. In the JIRA Field Columns to Display field, type a comma-separated list of columns that you want to display.
  8. In the Title field, type a title for the table that will display the issues.
  9. Click Insert.
  10. Click Save.

Brilliant! That’s exactly what I want.

Now that I’ve got a list of issues displaying on my Confluence page, I need to set up a security scheme in JIRA so that I can control who sees the issues. I’ll let you know how that goes.

Resources:

JIRA Issues Macro

Photo via Flickr user Brian Stocks

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Integrating Confluence and JIRA

Posted in Confluence and JIRA, Tools on March 30th, 2011 by Jenny – 3 Comments

Northland, New ZealandSince our team is moving to JIRA for tracking bugs and enhancements, and we’re creating a new customer portal, possibly using Confluence, I’ve been thinking about ways to make our process for release notes smoother and more efficient.

Currently, we write up Word documents for each issue, and then compile the documents into a single document once we know which features are being added to the release. It’s a process that’s cumbersome and prone to error.

Instead, I’d like the team to document the issues in JIRA. Then we can pull the documentation from JIRA into a Confluence page, and use a report to find which corrections and enhancements have been included in the release.

That means getting the two applications to work together. I’ve upgraded Confluence to version 3.5, so I think this will be easy, but let’s see.

First I need to link the two applications together.

[Confluence 3.5, JIRA 4.3]

1. Add an application link in JIRA

  1. In JIRA, from the Dashboard, click Administration.
  2. Select JIRA Administration.
  3. Click Application Links.
  4. Click Add Application Link.
  5. Follow the instructions in the wizard.

2. Link a JIRA project to a Confluence space

  1. In JIRA, from the Dashboard, click Administration.
  2. Select the project.
  3. Click Configure Application Links.
  4. Click Add Link.
  5. Select Confluence.
  6. Select the space.

I’ve already created an issue in JIRA, so now I want to pull that issue into my Confluence page.

3. Display a JIRA issue on a Confluence page

  1. In Confluence, find the page where you want to add the JIRA issue.
  2. Click Edit.
  3. Click the Insert JIRA Issue icon.
  4. Select the issue.
  5. Click Insert.

Easy! But not exactly what I want.

What I want is a list of all the enhancements and corrections for a particular release. And I want our clients to see only the documentation about what’s new or updated, not the full history of each issue.

More to come next week…

Update: See part 2.

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Photo via Flickr user Heike Quosdorf

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