EIEIOTECHNOVATION
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EIEIO / AUTOMATION & EMERGING TECHNOLOGY

Introduction to JIRA and Confluence

Course outline

5 days

Duration

5 days

Overview

In this course, student learns how to configure custom JIRA instances and properly piece them together in a cohesive manner. Attendees learn how to work with Issue types, Project types, Workflow design and customization, custom fields, plugins, permissions, user management, and different scheme types for administration.

Students also use Confluence in conjunction with JIRA to create, organize, and discuss work within a team environment, as well as manage pages, create spaces for collaboration, and much more.

Objective

Build JIRA projects

Implement project management best practices with JIRA

Understand the difference between Server and Cloud instances of JIRA

"Tie together” all the different pieces of JIR to form a fully customized project

Use advanced workflow creation techniques

Get the most from JIRA data from a management perspective

Install additional pieces to flesh out your instance with new configuration options

Use advanced JQL searching

Keep up with JIRA’s constantly changing UI and features

Create, edit, and manage pages with Confluence

Work with macros, gadgets, blueprints, and templates

Learn collaboration and administration techniques

Integrate JIRA with Confluence

Create public, private, and team spaces

Outline

  • 1. Introduction to JIRA
  • The history of JIRA
  • Administration vs User
  • Basic System administration overview
  • Project Administration vs System Administration
  • 2. Understanding the “Layers” of a Project
  • Projects
  • Issue Types
  • Workflows
  • Fields
  • Screens
  • 3. Basic Configuration Concepts and Strategies
  • Instance Installation
  • Project Creation
  • Adjustment of existing Schemes vs creation of new ones
  • Issue types (In Depth discussion)
  • Issue Type Scheme Configuration
  • Workflows (In Depth discussion)
  • Basic Workflow Configuration
  • Workflow Scheme Configuration
  • 4. Notifications
  • Default notifications
  • Creation of new notifications
  • Modification of existing notifications
  • 5. Permissions
  • Default Permissions
  • Creation of new Permissions
  • Modification of existing Permissions
  • 6. The Evolution of JIRA
  • A quick discussion on UX changes and what to look out for
  • 7. User Management
  • Users
  • Groups
  • 8. Custom Fields
  • Creation of custom fields
  • Custom field contexts and options
  • 9. Screens
  • Create Screen overview
  • Edit Screen overview
  • View Screen overview
  • Transition Screens
  • 10. Advanced Workflow Creation
  • Transition overview
  • How to create advanced transitions using Conditions, Validators, and Post Functions
  • Inserting Transition screens into your advanced workflow
  • 11. Agile Boards
  • Kanban
  • Scrum
  • 12. Filters
  • Searching for issues
  • Saving a search as a filter for later use
  • 13. Advanced JQL Configuration
  • JQL Queries
  • JQL Helper
  • JQL filters
  • 14. Dashboards
  • Configuring your dashboard
  • 15. Q&A and Assistance in Individual Instance Configuration
  • How are you using JIRA?
  • How would you like to use JIRA?
  • Analysis of your instance
  • 16. Introduction to Confluence
  • History
  • Navigation
  • Space Directory
  • Shortcuts
  • Pages VS Blogs
  • 17. Pages
  • Creating Pages
  • Editing Pages
  • File Directory
  • Advanced Editing (Markup, Undefined links, etc.)
  • Copying and Moving Pages
  • Deleting Pages
  • Tasks
  • 18. Macros/Gadgets
  • Macro overview and use
  • Using JIRA Gadgets
  • Editing Existing Macros
  • 19. Blueprints/Templates
  • Working with Blueprints
  • Creating/Using Templates
  • 20. Collaboration
  • Sharing Links
  • Commenting
  • Mentioning
  • "Liking" Content
  • "Watching" Content
  • 21. JIRA Integration
  • Linking your JIRA and Confluence Instances
  • Linking Issues and Filters
  • Auto Links
  • 22. Administration
  • Page vs Space vs System Admin
  • Notifications
  • Watchers
  • Linking to Other Applications
  • Workbox Notifications
  • Look and Feel
  • 23. Creating Spaces
  • Public Space
  • Private Space
  • Team Space
  • 24. Conclusion

Programme scope, delivery arrangements and suitability are confirmed during enquiry.