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authorSean McGivern <sean@mcgivern.me.uk>2016-10-28 11:41:20 +0000
committerSean McGivern <sean@mcgivern.me.uk>2016-10-28 11:41:20 +0000
commit292c982e346843f8979ec5b302a8ad01dd09917a (patch)
treedefc3359cc7ff3336e5c8df97c72693822549adf /doc
parent8b0cdf4c832ca5f40a6c24207021ed122984b280 (diff)
parent3d7a287c55e456b4fb3c4480147ef9b697a0f42c (diff)
downloadgitlab-ce-292c982e346843f8979ec5b302a8ad01dd09917a.tar.gz
Merge branch 'issue_1008_1' into 'master'
Jira refactoring to jira gem part of gitlab-org/gitlab-ee#1008 Original MR: https://gitlab.com/gitlab-org/gitlab-ce/merge_requests/2572/commits See merge request !6598
Diffstat (limited to 'doc')
-rw-r--r--doc/integration/README.md2
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24 files changed, 198 insertions, 249 deletions
diff --git a/doc/integration/README.md b/doc/integration/README.md
index c2fd299db07..a928b74f9b8 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/project_services/img/jira_add_user_to_group.png b/doc/integration/img/jira_add_user_to_group.png
index 0ba737bda9a..0ba737bda9a 100644
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index 0609060cb05..0609060cb05 100644
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diff --git a/doc/project_services/img/jira_user_management_link.png b/doc/integration/img/jira_user_management_link.png
index 5f002b59bac..5f002b59bac 100644
--- a/doc/project_services/img/jira_user_management_link.png
+++ b/doc/integration/img/jira_user_management_link.png
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diff --git a/doc/project_services/img/jira_workflow_screenshot.png b/doc/integration/img/jira_workflow_screenshot.png
index 937a50a77d9..937a50a77d9 100644
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diff --git a/doc/integration/jira.md b/doc/integration/jira.md
index 78aa6634116..cf1557ddc44 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.
+
+![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**
+
+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
+
+JIRA configuration in GitLab is done via a project's **Services**.
+
+#### GitLab 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.
+
+![JIRA service page](img/jira_service_page.png)
+
+---
+
+#### GitLab 6.x-7.7 with JIRA v6.x
+
+_**Note:** GitLab versions 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:
+
+![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
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diff --git a/doc/project_services/jira.md b/doc/project_services/jira.md
index b626c746c79..2ea1c58cb31 100644
--- a/doc/project_services/jira.md
+++ b/doc/project_services/jira.md
@@ -1,246 +1 @@
-# GitLab JIRA integration
-
->**Note:**
-Full JIRA integration was previously exclusive to GitLab Enterprise Edition.
-With [GitLab 8.3 forward][8_3_post], this feature in now [backported][jira-ce]
-to GitLab Community Edition as well.
-
----
-
-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][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.
-
-![JIRA service page](img/jira_service_page.png)
-
-[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.
-
-![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"
-[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 4442b7c1742..8116a1ce976 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 |
| 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 |