1. XSEDE ECSS JIRA-Confluence Project Management
Module 1: Project Setup

2. Project Setup Audience: ECSS Project Manager Objective Contents
Learn how to setup ECSS project in JIRA and Confluence
Contents
Create JIRA Epic for new project
Create Confluence project home page for new project
Initiate Workplan from Confluence project home page
Open Project for L3 assignment

3. Create JIRA Epic for new ECSS Project (1)
Navigate to the ECSS Project
Once in the ECSS Project, select the Create Button

4. Create JIRA Epic for new ECSS Project (2)
Make sure the Project is ECSS
Select the “Epic” Issue type
Add the relevant fields from XRAS:
Summary, Epic name should be the same (request number)
Suggest naming convention –R1 for renewal 1, -E1 for extension 1 (and can concatenate –R1-E1
Title
Component(s) – best initial guess for ECSS areas
Service (shift-click for multiple resources)
Request Date

5. Create JIRA Epic for new ECSS Project (3)
Continue adding relevant content from XRAS
Allocation Start
Allocation End
Extension Date
L3 Manager (corresponding to Component)
Project Manager PI PI …
Note that Request Number should match Epic Name

6. Create JIRA Epic for new ECSS Project (4)
Continue adding relevant content from XRAS
XRAS Link points back to this project in XRAS (to allow ECSS experts to obtain proposal, etc)
ECSS Rating, PI Rating are filled in after end-of-project PI Interview
Description is optional
And ignore “Epic Link”

7. Create JIRA Epic for new ECSS Project (5)
Success! You have created the Epic for the project
Note the unique JIRA identifier associated with this Epic, you will need this later!

8. Create Confluence project home page for new project (1)
ECSS Projects are hosted in a restricted access space, “ECSS Projects”
This is linked from the ECSS Projects page in the open wiki:
/XT/ECSS+Projects+Pages
Navigate to the ECSS Projects Home Page

9. Create Confluence project home page for new project (2)
Note that each Level 3 area has a home page linked off of the ECSS Projects Home page
We will use a Test home page for training, as to not clutter live project home pages
Navigate to the Test home page

10. Create Confluence project home page for new project (3)
While on the Test page, select the … icon on the top menu (this is the “create from template” button).
This will bring up a selection of available templates, select Project Home Page and then “Create”
Create Confluence project home page for new project (3)

11. Create Confluence project home page for new project (4)
Add the Project Name (matching Epic Name)
Save your changes

12. Create Confluence project home page for new project (5)
Now we’ll want to add a JIRA macro to create a project status display
Note that we have a suggested JQL query to help aid with this
Select the unitalicized text, and copy

13. Create Confluence project home page for new project (6)
Then edit the page again, and insert a JIRA Macro under the instructional text

14. Create Confluence project home page for new project (7)
Paste the string previously copied into your paste buffer into the JQL search bar:
Note the items “Epic Link” and “Epic Name” in the JQL string – you will need to enter the correct values from your Epic to make the query function correctly (next slide)

15. Create Confluence project home page for new project (8)
Look at the relevant Epic for this project and notice the following:
Epic Link (ECSS3-244 for this example)
Epic Name (MCB for this example)

16. Create Confluence project home page for new project (9)
Edit the JQL string to insert the correct “Epic Link” and “Epic Name”:
Then push the Search button (Important!)

17. Create Confluence project home page for new project (10)
After you have pressed the Search button, you should see query results (if you entered the Link and Name correctly).
Try again if you have an error
At this point, press “Insert” to insert the macro onto the page

18. Create Confluence project home page for new project (11)
Save the page at this point --

19. Create Confluence project home page for new project (12)
At this point, you have a basic project home page for this ECSS Project
Some additional cleanup:
Delete instructional text for the JQL query
Fine-tune the dashboard display
Hint: Edit page, select JIRA macro, then choose edit (next slide)

20. Create Confluence project home page for new project (13)
Edit JIRA Macro
Then choose “Display Options” at the bottom of the JIRA Macro edit page

21. Create Confluence project home page for new project (14)
Edit JIRA Macro
Then choose “Display Options” at the bottom of the JIRA Macro edit page

22. Create Confluence project home page for new project (15)
Edit JIRA Macro
Then choose “Display Options” at the bottom of the JIRA Macro edit page
This provides an opportunity to customize the columns, etc for the status display
Be sure to “Insert” and then “Save” the page to save your customizations!

23. Initiate Workplan from Confluence project home page (1)
At this point, we can initiate the workplan from the project home page
With the page “Saved”, push the “Create Workplan” button

24. Initiate Workplan from Confluence project home page (2)
At this point, you are in editing mode –
Name the page, eg, “MCB14000 Workplan”
Add the Title
Click the JIRA Macro, and add the JIRA Epic Link (eg ECSS3- 244) to the query search (more next page)
Add the PI
Save the page

25. Initiate Workplan from Confluence project home page (3)
Detail on JIRA Epic Link
Add Epic Link to search box
Select “Search”
Results show here if successful
Select “Insert”

26. Initiate Workplan from Confluence project home page (4)
At this point the workplan is ready for the L3 manager to assign staff
Navigate to the Epic to advance the workflow to the relevant L3 manager (select JIRA link)

27. Open Project for L3 assignment (1)
At this point, the project manager will advance the workflow and assign an L3 manager
Select “+ Assign L3 Area”, from the Epic in JIRA

28. Open Project for L3 assignment (2)
At this point, the project manager will advance the workflow and assign an L3 manager
Select “+ Assign L3 Area”, from the Epic in JIRA
Start typing to find L3 manager
Add message to manager
Select “+ Assign L3 Area”

29. Open Project for L3 assignment (3)
At this point the project manager project setup is complete, and the ball is in the L3 manager’s court.