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 Project/Incident/Test Management tool. Jira Tool

This is the 5th tutorial in our JIRA learning series. Check all the
tutorials in this series on this JIRA Tutorials page. Follow Us!

Help & Tutorials Not all of them are as effective (and simple) and as accessible from
the UI as it is for JIRA. So, as always, concepts are more important
ISTQB Study Guide
than the tool specific details look out for the operations and their
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importance- that will help you to estimate what you can expect from
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the Admin module of any tool.
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Free QTP Training
Note: When you create a trial, new JIRA URL will be created for you
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and the first user who registers will be the admin by default. Use that
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initial ID to learn the features that are going to be discussed in this
JIRA Tutorials
article.
101+ Interview Questions

JIRA- Project Management:

Project management is one of the first and most important concepts
in administration. A JIRA admin can:

1. Create a project
2. Configure an already created Project.

Create Project:
1) Once you login, in the dashboard itself you will have a few options Adv
to get started:

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 2) You can either click on the item in the list or you can choose:

Or go to the Administration->Projects menu option:

And then in this page, you will have an option to Add Project

3) Choose any of the above 3 methods to add a project. In the

below window, choose the type of the project.
Categories
Tip: The Project type will determine the type of workflow your issues
Agile Testing
will go through.
Automation Testing
Basics of Software testing

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 Basics of Software testing
Bug Defect tracking
Career in Software Testing
Cookie Testing
Database Testing
Game Testing
General
GUI Testing
How to be a good tester
HP Quality Center
Installation Testing
ISO standards
ISTQB Certification

Note: Please note the Import from external systems link at the LoadRunner Tutorials

bottom of the page. If you have been using a different bug/issue Manual Testing

tracking system and would like to migrate to JIRA. This is the option Mobile Testing

you could use. Also, if all you had earlier is an excel sheet for all your QA certifications

issues, you can create a project by importing all the issues in the CSV QA forum

file into JIRA. QA leadership

QA team skills

4) Enter the project Name, Key (once chosen cannot be changed) QA Test engineers Payscale

and assign a Project Lead (the person who is responsible for the QTP Tutorials

overall project). Click Submit when done. Quality assurance

Questions & answers
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Soft skills for testers
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Software Testing Events
software testing links
Software Testing Resume
Software Testing Templates
Software Testing Tools
Software Testing Training
Test Management Tools
5) The project gets created and the following details are displayed.
Test Plan Template
By going to the Administration link you will be able to configure the
Test strategy
project.(in case of an already configured project, you can edit the
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configurations)
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Testing Concepts
Testing Interview questions
Testing Life cycle
Testing Methodologies
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Configuring a Project:
As you can see below, you can choose the issue types that need to
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 show up, the workflow that the project follows, versions and
components, people involved and the level of access permissions they
have etc. (Click to enlarge image)

User Management
User creation being the most important part of the User Management
process, it is not limited to just that. The other important user
related activities performed by a JIRA admin are:

1. Edit a particular user information

2. Delete a user
3. Creating users groups
4. Creating Roles
5. Permissions
6. Setting Preferences

We will see the creations, deleting and editing of an issue in details

below. For the rest of the operations, we would encourage you to try
them on the site with your trial ID.

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 Note: With the trial you can add up to 10 users to your account i.e.,
9 additional users and 1 admin, yourself.

Firstly, Go to Administration->User Management:

There are two ways in which you can add users to JIRA.

Create them manually.

Send an invite to join JIRA to a users email ID

Let us look at create manually in detail:

1) Click on Create User button in the below page: (Click to enlarge

image)

2) Enter the user details in the Create new user dialog that opens
up. In the below example I have entered only mandatory fields. The
others are self-explanatory and can be set as required.

------------

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 3) On Clicking create, the user gets added and the following
confirmation page comes up for the user. (Click to enlarge image)

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 An email is sent to the ID provided to the user with the information on
to how to set up a password that would enable the user to login and
use JIRA.

Method 2 of user creation, via email invites:

1) Click on the Invite users button in the User Management->Users

screen and enter one or more email IDs in the below dialog that
opens up. When done, click Send.

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 2) The invitation sent message comes up when the message is
successfully sent.

3) In case of an email invite, the user is not added until the recipient
of the email invite acts on the received invitation.

Editing a user:
1) Go to the User Management -> Users page. All the users available
will be displayed. The top portion of this page contains a Filter
section. This can be used to manipulate how/what user information
needs to be displayed. You can choose to keep it empty, in which
case it displays all the users available.

2) Below the filter is a list o f users organized in a tabular form is

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 displayed. (Click to enlarge image)

3) Note the Edit link in the Operations column. Click on the

corresponding Edit link for the user whose information is to be
modified.

You will be able to change the following profile information.

Delete a user:
Choose the Delete link corresponding to the user you would like
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 deleted from JIRA. The following confirmation message is displayed
and you can choose to delete a user or cancel the operation.

A JIRA admin can additionally:

1. Configure the look and feel

2. Configure workflows
3. Set Project/issue level security details.
4. Can add custom fields/screens
5. Integrate a JIRA project with development tools to make sure
that the commit, revert , changes etc. can reflect immediately
in JIRA.
6. Configure Dashboard settings
7. Set time/time zone information.
8. Configure and set email preferences

Please note that all the admin aspects of any tool should more or less
support the activities we have detailed above.

Also, admin access to a tool is very powerful and, with great power

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comes great responsibility. :)
Typically, admin access is limited to just one person in an organization
to make sure that accidental inconsistencies do not happen. All the
requests for changes, new projects or new users are directed through
the admin.
In our last JIRA tutorial we will see how to use JIRA for the projects
following Agile methodology.
As always, do let us know your comments and questions below.
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4 comments

#1 Shubham Kanvade

very powerful JIRA admin and nice step by step tutorial.

#2 Mayank Solanki

I went through all 6 tutorials and side by side exploring/learning

JIRA UI as well and I must say that these tutorials covered
each and every aspect of learning JIRA for a new user and in
very detailed and elaborative mode with mapped screenshots.

#3 Gaurav Khurana

Good to know that admin tools of JIRA is as simple as the actual

JIRA for end users. Thanks for sharing admin part too.

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 #4 Mike

Hello Team,

Please let us know, if you can provide online training on JIRA.

Thanks,
Mike,
Knowledgein.com

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