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author | Kamil Trzcinski <ayufan@ayufan.eu> | 2016-12-18 23:39:51 +0100 |
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committer | Kamil Trzcinski <ayufan@ayufan.eu> | 2016-12-18 23:39:51 +0100 |
commit | 14d47884dff6844625c2e65b247fd773d78f5ea2 (patch) | |
tree | 10fba027e61521df236fd6eec7ba829c5fe2c8ec /doc/project_services | |
parent | 9fd775def2d89500cf291fe675458b68ead7cd2c (diff) | |
parent | 546fa165ff728bc2d25ed9b55b95dd1d48139d4a (diff) | |
download | gitlab-ce-dockerfile-templates.tar.gz |
Merge remote-tracking branch 'origin/master' into dockerfile-templatesdockerfile-templates
Diffstat (limited to 'doc/project_services')
37 files changed, 466 insertions, 5 deletions
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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-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]: ../project_services/services_templates.md +[jira-repo-docs]: https://gitlab.com/gitlab-org/gitlab-ce/blob/8-13-stable/doc/project_services/jira.md diff --git a/doc/project_services/kubernetes.md b/doc/project_services/kubernetes.md new file mode 100644 index 00000000000..fda364b864e --- /dev/null +++ b/doc/project_services/kubernetes.md @@ -0,0 +1,49 @@ +# GitLab Kubernetes / OpenShift integration + +GitLab can be configured to interact with Kubernetes, or other systems using the +Kubernetes API (such as OpenShift). + +Each project can be configured to connect to a different Kubernetes cluster, see +the [configuration](#configuration) section. + +If you have a single cluster that you want to use for all your projects, +you can pre-fill the settings page with a default template. To configure the +template, see the [Services Templates](services-templates.md) document. + +## Configuration + + + +The Kubernetes service takes the following arguments: + +1. Kubernetes namespace +1. API URL +1. Service token +1. Custom CA bundle + +The API URL is the URL that GitLab uses to access the Kubernetes API. Kubernetes +exposes several APIs - we want the "base" URL that is common to all of them, +e.g., `https://kubernetes.example.com` rather than `https://kubernetes.example.com/api/v1`. + +GitLab authenticates against Kubernetes using service tokens, which are +scoped to a particular `namespace`. If you don't have a service token yet, +you can follow the +[Kubernetes documentation](http://kubernetes.io/docs/user-guide/service-accounts/) +to create one. You can also view or create service tokens in the +[Kubernetes dashboard](http://kubernetes.io/docs/user-guide/ui/) - visit +`Config -> Secrets`. + +Fill in the service token and namespace according to the values you just got. +If the API is using a self-signed TLS certificate, you'll also need to include +the `ca.crt` contents as the `Custom CA bundle`. + +## Deployment variables + +The Kubernetes service exposes following +[deployment variables](../ci/variables/README.md#deployment-variables) in the +GitLab CI build environment: + +- `KUBE_URL` - equal to the API URL +- `KUBE_TOKEN` +- `KUBE_NAMESPACE` +- `KUBE_CA_PEM` - only if a custom CA bundle was specified diff --git a/doc/project_services/mattermost.md b/doc/project_services/mattermost.md new file mode 100644 index 00000000000..fbc7dfeee6d --- /dev/null +++ b/doc/project_services/mattermost.md @@ -0,0 +1,45 @@ +# Mattermost Notifications Service + +## On Mattermost + +To enable Mattermost integration you must create an incoming webhook integration: + +1. Sign in to your Mattermost instance +1. Visit incoming webhooks, that will be something like: https://mattermost.example/your_team_name/integrations/incoming_webhooks/add +1. Choose a display name, description and channel, those can be overridden on GitLab +1. Save it, copy the **Webhook URL**, we'll need this later for GitLab. + +There might be some cases that Incoming Webhooks are blocked by admin, ask your mattermost admin to enable +it on https://mattermost.example/admin_console/integrations/custom. + +Display name override is not enabled by default, you need to ask your admin to enable it on that same section. + +## On GitLab + +After you set up Mattermost, it's time to set up GitLab. + +Go to your project's **Settings > Services > Mattermost Notifications** and you will see a +checkbox with the following events that can be triggered: + +- Push +- Issue +- Merge request +- Note +- Tag push +- Build +- Wiki page + +Bellow each of these event checkboxes, you will have an input field to insert +which Mattermost channel you want to send that event message, with `#town-square` +being the default. The hash sign is optional. + +At the end, fill in your Mattermost details: + +| Field | Description | +| ----- | ----------- | +| **Webhook** | The incoming webhooks which you have to setup on Mattermost, it will be something like: http://mattermost.example/hooks/5xo... | +| **Username** | Optional username which can be on messages sent to Mattermost. Fill this in if you want to change the username of the bot. | +| **Notify only broken builds** | If you choose to enable the **Build** event and you want to be only notified about failed builds. | + + + diff --git a/doc/project_services/mattermost_slash_commands.md b/doc/project_services/mattermost_slash_commands.md new file mode 100644 index 00000000000..1a7c13a29b4 --- /dev/null +++ b/doc/project_services/mattermost_slash_commands.md @@ -0,0 +1,157 @@ +# Mattermost slash commands + +> Introduced in GitLab 8.14 + +Mattermost commands give users an extra interface to perform common operations +from the chat environment. This allows one to, for example, create an issue as +soon as the idea was discussed in Mattermost. + +## Prerequisites + +Mattermost 3.4 and up is required. + +If you have the Omnibus GitLab package installed, Mattermost is already bundled +in it. All you have to do is configure it. Read more in the +[Omnibus GitLab Mattermost documentation][omnimmdocs]. + +## Configuration + +The configuration consists of two parts. First you need to enable the slash +commands in Mattermost and then enable the service in GitLab. + + +### Step 1. Enable custom slash commands in Mattermost + +This step is only required when using a source install, omnibus installs will be +preconfigured with the right settings. + +The first thing to do in Mattermost is to enable custom slash commands from +the administrator console. + +1. Log in with an account that has admin privileges and navigate to the system + console. + +  + + --- + +1. Click **Custom integrations** and set **Enable Custom Slash Commands**, + **Enable custom integrations to override usernames**, and **Override + custom integrations to override profile picture icons** to true + +  + + --- + +1. Click **Save** at the bottom to save the changes. + +### Step 2. Open the Mattermost slash commands service in GitLab + +1. Open a new tab for GitLab and go to your project's settings + **Services ➔ Mattermost command**. A screen will appear with all the values you + need to copy in Mattermost as described in the next step. Leave the window open. + + >**Note:** + GitLab will propose some values for the Mattermost settings. The only one + required to copy-paste as-is is the **Request URL**, all the others are just + suggestions. + +  + + --- + +1. Proceed to the next step and create a slash command in Mattermost with the + above values. + +### Step 3. Create a new custom slash command in Mattermost + +Now that you have enabled custom slash commands in Mattermost and opened +the Mattermost slash commands service in GitLab, it's time to copy these values +in a new slash command. + +1. Back to Mattermost, under your team page settings, you should see the + **Integrations** option. + +  + + --- + +1. Go to the **Slash Commands** integration and add a new one by clicking the + **Add Slash Command** button. + +  + + --- + +1. Fill in the options for the custom command as described in + [step 2](#step-2-open-the-mattermost-slash-commands-service-in-gitlab). + + >**Note:** + If you plan on connecting multiple projects, pick a slash command trigger + word that relates to your projects such as `/gitlab-project-name` or even + just `/project-name`. Only use `/gitlab` if you will only connect a single + project to your Mattermost team. + +  + +1. After you setup all the values, copy the token (we will use it below) and + click **Done**. + +  + +### Step 4. Copy the Mattermost token into the Mattermost slash command service + +1. In GitLab, paste the Mattermost token you copied in the previous step and + check the **Active** checkbox. + +  + +1. Click **Save changes** for the changes to take effect. + +--- + +You are now set to start using slash commands in Mattermost that talk to the +GitLab project you configured. + +## Authorizing Mattermost to interact with GitLab + +The first time a user will interact with the newly created slash commands, +Mattermost will trigger an authorization process. + + + +This will connect your Mattermost user with your GitLab user. You can +see all authorized chat accounts in your profile's page under **Chat**. + +When the authorization process is complete, you can start interacting with +GitLab using the Mattermost commands. + +## Available slash commands + +The available slash commands are: + +| Command | Description | Example | +| ------- | ----------- | ------- | +| <kbd>/<trigger> issue new <title> <kbd>⇧ Shift</kbd>+<kbd>↵ Enter</kbd> <description></kbd> | Create a new issue in the project that `<trigger>` is tied to. `<description>` is optional. | <samp>/gitlab issue new We need to change the homepage</samp> | +| <kbd>/<trigger> issue show <issue-number></kbd> | Show the issue with ID `<issue-number>` from the project that `<trigger>` is tied to. | <samp>/gitlab issue show 42</samp> | +| <kbd>/<trigger> deploy <environment> to <environment></kbd> | Start the CI job that deploys from one environment to another, for example `staging` to `production`. CI/CD must be [properly configured][ciyaml]. | <samp>/gitlab deploy staging to production</samp> | + +To see a list of available commands to interact with GitLab, type the +trigger word followed by <kbd>help</kbd>. Example: <samp>/gitlab help</samp> + + + +## Permissions + +The permissions to run the [available commands](#available-commands) derive from +the [permissions you have on the project](../user/permissions.md#project). + +## Further reading + +- [Mattermost slash commands documentation][mmslashdocs] +- [Omnibus GitLab Mattermost][omnimmdocs] + + +[omnimmdocs]: https://docs.gitlab.com/omnibus/gitlab-mattermost/ +[mmslashdocs]: https://docs.mattermost.com/developer/slash-commands.html +[ciyaml]: ../ci/yaml/README.md diff --git a/doc/project_services/project_services.md b/doc/project_services/project_services.md index 8116a1ce976..0f398874b8f 100644 --- a/doc/project_services/project_services.md +++ b/doc/project_services/project_services.md @@ -40,12 +40,15 @@ 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](../integration/jira.md) | JIRA issue tracker | +| [JIRA](jira.md) | JIRA issue tracker | | JetBrains TeamCity CI | A continuous integration and build server | +| [Kubernetes](kubernetes.md) | A containerized deployment service | +| [Mattermost slash commands](mattermost_slash_commands.md) | Mattermost chat and ChatOps slash commands | +| [Mattermost Notifications](mattermost.md) | Receive event notifications in Mattermost | +| [Slack Notifications](slack.md) | Receive event notifications in Slack | | 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 | | [Redmine](redmine.md) | Redmine issue tracker | -| [Slack](slack.md) | A team communication tool for the 21st century | ## Services Templates diff --git a/doc/project_services/slack.md b/doc/project_services/slack.md index 3cfe77c9f85..0b682b43810 100644 --- a/doc/project_services/slack.md +++ b/doc/project_services/slack.md @@ -1,4 +1,4 @@ -# Slack Service +# Slack Notifications Service ## On Slack @@ -15,7 +15,7 @@ Slack: After you set up Slack, it's time to set up GitLab. -Go to your project's **Settings > Services > Slack** and you will see a +Go to your project's **Settings > Services > Slack Notifications** and you will see a checkbox with the following events that can be triggered: - Push |