Walk through examples of more advanced ideas in JIRA.
- [Instructor] Advanced administration is mostly made up of more complicated administration duties built off of the fundamentals. Most, if not all, will fall under the system administration category. After watching this video and practicing some of the concepts you learn within it, you should be well on your way to having the capability of fully administering your company's instance. As you've learned before, however, this shouldn't mean that you are the sole administrator of any specific instance. For that reason, two or more members of your organization should have an understanding of the knowledge that you gain from this and previous administration courses.
As I've said before, by limiting this experience and responsibilities to one person, you create a single point of failure so that unforeseen circumstances, such as absences, extended leave, or unexpected terminations can result in disaster for your company and a headache for your coworkers. So, why not watch this video with a partner? Discuss and practice the concepts we'll be going over in real time. Let's begin. We'll start by opening our instance and clicking our icon in the top left corner. Depending on our previous settings this will bring us either to the system or to our custom dashboard.
Do you remember how to get to the administration section? It's right up here. This little gear, which I refer to as the administration cog, is your single point of contact for accessing the administration section. This icon allows you to access all different points of the administration, separated by applications, projects, issues, add-ons, and system. Underneath this section is site administration, which manages user management, billing, and a quick link to the marketplace under discover new applications.
If you're an experienced administrator you should be quite used to navigating using this method, but this is an advanced JIRA course so I'm going to teach you something new. Click the gear again to collapse this menu. Now make sure the screen is active by clicking inside any blank space, making sure not to highlight or click any of the buttons on the dashboard. Now that your browser is in a neutral state, hit the period button on your keyboard. This brings up the dialog box that allows for quick navigation between the different sections. You should see one or more administration options based on the previous navigation of your administration section.
Now I know in the past videos I've taught you to navigate in a very linear fashion, utilizing the UI in the menus. At this point you should be more comfortable with the system as a whole so using this shortcut box can save you some time for frequently used actions. As you can see in this dialog box, I can simply type in something like workflows. Both administration options then appear. The first option, workflows, would bring me to the system area where all the current workflows are stored both active and inactive. I also have the option of hitting workflow schemes which would of course bring me to all the different workflow schemes that currently exist on the system level.
I can click the x in the dialog box to remove the text and as you can see I can find many different areas within JIRA administration, such as issue types, system level general configuration options and a full list of the projects and categories. Almost anything you can think of within the administration section can be navigated to in this area. It's important to not get complacent in your understanding of the administration menus however as you can't quite get everywhere with this shortcut so don't rely on it too heavily.
Now a quick reminder, the area we are currently in is the administration area. It's not accessible to standard users they won't even see this cog which leads to all options associated with the system-level administration. This includes shared objects, like projects, custom fields, screens, workflows et cetera. I can also click in here, click projects, and then select a project here. This leads me to the projects administration page. This page is different than system-level administration and non-sys admins can access this level to perform smaller changes like roles, components, and versions for the project provided that they have the proper privileges.
It's important to understand and implement project administrators correctly to avoid having to perform certain smaller-scale actions like adding versions in your day-to-day operations. By going to a project's roles and adding users there in administration, you give individual users those project-specific administration powers to help out with these type of smaller requests.
- Configuring and editing a custom field
- Creating and editing field configuration schemes
- Copying a screen
- Creating a new screen scheme
- Adding fields
- Creating advanced workflows
- Issue security
- JIRA notifications
- Creating a new event
- Firing a custom event in a workflow