1. Advanced JIRA and Confluence
Leandro Fernández & Iñigo Alonso
ICS
November 7, 2014

2. Index JIRA Confluence Advanced search Advanced editing
JQL
Filters
Project administration
Roles
Versions
Components
Team Shortcuts
Issue Collectors
Confluence
Advanced editing
Macros
JIRA reports
Space administration
Create a space
Sidebar configuration
Permissions
Templates

3. JIRA
Advanced search

4. JIRA – Advanced Search – JQL
JQL = JIRA Query Language
Syntax similar to SQL, however, JQL is not a database query language
Complete reference:
But if you are not familiar with SQL queries, this is the right presentation for you!

5. JIRA – Advanced Search – JQL
Fields hold different types of information in the system. In JIRA fields can include: priority, fixVersion, issue type, etc.
Operators are the heart of the query. They relate the field to the value. Common operators include equals (=), not equals (!=), less than (<), etc.
Values reflect the actual data in the query. They are usually the item for which we are looking.
Keywords are specific words in the language that have special meaning. Examples: AND, OR, NOT, EMPTY, NULL, ORDER BY.

6. JIRA – Advanced Search – JQL
Examples
What issues has Test User filed in the project Test Project?
reporter = testuser AND project = 'Test Project'
What issues are blocking or critical in Projects A, B, and C?
priority IN (Blocker, Critical) AND project IN (ProjA, ProjB, ProjC)
What issues are unassigned and have not been updated in the last day?
assignee IS EMPTY AND updated < -1d
JIRA’s JQL editor makes it easy to learn JQL. The editor uses code hints as you type. For new users, this will greatly simplify the learning curve to get started. The JQL editor is contextually aware of the query as you type and gives real time feedback.

7. JIRA – Advanced Search – JQL
Functions
Examples:
What issues are assigned to a member of the ICS Division group?
assignee IN membersof('ICS Division')
What issues of the OpenXAL project for the next version are already resolved or closed?
project = OXAL AND status IN (resolved, closed) AND fixversion = earliestUnreleasedVersion()

8. JIRA – Advanced Search – JQL
CHANGED operator
optional predicates:
AFTER "date"
BEFORE "date"
BY "username"
DURING ("date1","date2")
ON "date"
FROM "oldvalue"
TO "newvalue"
Examples
What issues were
status CHANGED FROM "In Progress" TO "Resolved" BY currentUser()
What issues did I resolve during this year?
resolution CHANGED TO "Fixed" BY currentUser() DURING (startOfYear(), endOfYear())

9. JIRA – Advanced Search – JQL
Sorting
Examples
Open issues sorted by priority and assignee:
status = open ORDER BY priority, assignee
Issues with blocker or critical priority created in the last 2 weeks, ordered from newest to oldest:
priority IN (blocker, critical) AND created > -2w ORDER BY created DESC

10. JIRA – Advanced Search – JQL
One more thing!
To search all text fields (summary, description, comments, etc) in JIRA at once:
text ~ "Search Text”
One more one more thing: JQL can by used with the RESTful interface to do awesome stuff…

11. JIRA – Advanced Search – Filters
Saved queries
Sharing control: Permissions
reports: Subscriptions
Run a query on a scheduled basis and the result to you or a group of people.

12. JIRA
Project admin.

13. JIRA – Project Administration
What a project Administrator can manage:
Roles
Versions
Components
Team shortcuts
Issue Collectors

14. JIRA – Project Administration Roles
Project administrators assign members to project roles specifically for their project.
There are 3 defined Project Roles:
Administrator: People who administer the project
Developer: People who work on issues in the project
User: People who log issues in the project
Check the permissions assigned to each role in the Permissions section.
Project roles are somewhat similar to groups, the main difference being that group membership is global whereas project role membership is project-specific.

15. JIRA – Project Administration Versions
Versions are points-in-time for a project.
They help you schedule and organize your releases.
Versions can be:
Added: create a new version against which issues can be aligned.
Released: mark a version as released. This changes the Road Map report, Change Log report and some issue fields' drop-downs.
Rescheduled: re-arrange the order of versions.
Archived: hide an old version from the Road Map and Change Log reports, and in the JIRA User Interface.
Merged: combine multiple versions into one.
Each version can have any of the following four statuses:
Released — a bundled package
Unreleased — an open package
Archived — a semi-transparent package
Overdue— the release date is highlighted

16. JIRA – Project Administration Components
Components are sub-sections of a project.
They are used to group issues within a project into smaller parts.
Note that you can set a Default Assignee for a component. This will override the project's default assignee, for issues in that component.

17. JIRA – Project Administration Team shortcuts
These appear in a pop-up window that opens when you click the project avatar in JIRA or Confluence.
Since these links are project-specific, you can set them up to provide shortcuts for pages a project team uses frequently.

18. JIRA – Project Administration Issue Collectors
The issue collector allows you to easily embed a JIRA feedback form into your own web site. This form is typically accessed by clicking a 'trigger' tab exposed along the edge of pages in your web site.
When people visiting your web site click this trigger tab and submit the resulting JIRA feedback form, an issue is conveniently created in JIRA.
Visitors to your web site do not require a user account in JIRA to use the JIRA feedback form.

19. JIRA – Project Administration
Let’s take a look at some project characteristics that can only be altered by JIRA global administrators:
Issue types
Workflows
Screens
Fields
Permissions
Issue Security
Notifications
Contact a JIRA administrator if you need any customization, specially when requesting a new JIRA Project

20. Confluence
Advanced editing

21. Confluence – Advanced Editing Macros
Using macros helps you to expand the capabilities of your Confluence pages, allowing you to add extra functionality or include dynamic content.
Examples:
Attachments macro to list files attached to a page
Children Display macro to show child pages
Code Block macro to display snippets of code with syntax highlighting
File macro to embed/preview an Office or PDF document
Gallery macro to display a collection of thumbnail images
Include Page macro to display the contents of another page
JIRA Issues macro to display one or more issues from JIRA
Roadmap Planner macro to create simple, visual timelines
Widget Connector macro to include things like a YouTube video or Twitter feed

22. Confluence – Advanced Editing JIRA Reports
Change Log Report
generates a list of JIRA issues
Status Report
includes charts to visually communicate progress

23. Confluence
Space mgmt.

24. Confluence – Space Administration
Create a Space
Sidebar configuration
Permissions
Templates

25. Confluence – Space Administration Create a Space
Two main types of spaces:
site spaces
personal spaces
Confluence can contain as many site spaces as we need, and each user can have one personal space.
All logged-in users have the permission to create both types of spaces.
Choosing a space key:
The space key is the unique identifier for your space and is used in URLs and macros. Your space key must be unique, can contain any alphanumeric character (A-Z, a-z, 0-9), and be up to 255 characters long.
Personal spaces use your username as the space key.
You cannot change the space key after your space has been created, so choose your space key carefully.

26. Confluence – Space Administration Sidebar configuration
Change the space name and/or space logo
Configure the Pages and Blog links
Choose the icons to hide or show the 'Pages' or 'Blog' links
Add or remove the shortcut links
This can be a link to an important page for your team, or to an external site, for example.
Change the navigation display options
Child pages: current page and its children
Page tree: the page tree for the entire space, expanded to the current page.

27. Confluence – Space Administration Permissions
Every space has its own independent set of permissions.
Space permissions can only be granted by a space administrator.
Permissions can be assigned to individual users, groups or anonymous users.

28. Confluence – Space Administration Permissions
These are the permissions that can be assigned at the space level:
View: user can view this space's content, including the space's details, and its pages and news items (blog posts)
Pages:
Add – user may create and edit pages in this space.
Restrict – user may apply page-level restrictions.
Delete – user may delete pages in this space.
Blog:
Add – user may add and edit blog posts in this space.
Delete – user may delete blog posts in this space.
Comments:
Add – user may make comments in this space.
Delete – user may delete comments from this space.
Attachments:
Add – user may add attachments in this space.
Delete – user may delete attachments from this space.
Mail:
Delete – user may delete individual mail items.
Space:
Export – user may export content from this space via the space-level export screens. Note that this permission does not affect the exporting of a single page's content. Anyone who has permission to view the page also has permission to export its content.
Admin – user has administrative permissions over this space.

29. Confluence – Space Administration Templates
A template is a predefined page that can be used as a prototype when creating new pages.
Two categories of page templates:
Space templates: available in a specific space only. If you have space administrator permission, you can define templates via the space administration screen.
Global templates: available in every space on the site.
Space administrators can choose to promote specific templates and blueprints in the Create dialog.
Promoting items can help ensure consistency in a space by encouraging users to create particular types of content over blank pages.

30. Confluence – Space Administration Templates
Add a space template
Go to the space and choose Space tools > Content Tools from the bottom of the sidebar.
Choose Templates > Create new template.

31. Thank you for your time and attention 
Q&A
Thank you for your time and attention 
Any questions?
Iñigo Alonso