Commit 7813d940 authored by Craig Norris's avatar Craig Norris Committed by Evan Read

Update Jira process

Updated process with Atlassian info.
parent 2420960e
......@@ -4,61 +4,65 @@ group: Ecosystem
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
---
# Creating a username and password for Jira Server
# Create Jira Server username and password
We need to create a user in Jira to have access to all projects that need to integrate with GitLab.
We need to create a user account in Jira to have access to all projects that
need to integrate with GitLab.
As an example, we create a user named `gitlab` and add it to a new group
named `gitlab-developers`.
The Jira user account created for the integration must have write access to
your Jira projects.
NOTE:
It is important that the Jira user created for the integration is given 'write'
access to your Jira projects. This is covered in the process below.
As an example, the following process creates a user named `gitlab` and that's a
member of a new group named `gitlab-developers`:
1. Log in to your Jira instance as an administrator and under **Jira Administration**
go to **User Management** to create a new user.
1. Sign in to your Jira instance as an administrator, and
then go to the gear icon and select **User Management**.
![Jira user management link](img/jira_user_management_link.png)
1. The next step is to create a new user (e.g., `gitlab`) who has write access
to projects in Jira. Enter the user's name and a _valid_ e-mail address
since Jira sends a verification e-mail to set up the password.
1. Create a new user account (for example, `gitlab`) with write access to
projects in Jira. Enter the user account's name and a valid e-mail address,
because Jira sends a verification email to set up the password.
Jira creates the username automatically by using the e-mail
prefix. You can change it later, if needed. Our integration does not support SSO (such as SAML). You
need to create an HTTP basic authentication password. You can do this by visiting the user
profile, looking up the username, and setting a password.
Jira creates the username by using the email prefix. You can change the
username later, if needed. The GitLab integration doesn't support SSO (such
as SAML). You need to create an HTTP basic authentication password. You can
do this by visiting the user profile, looking up the username, and setting a
password.
![Jira create new user](img/jira_create_new_user.png)
1. Create a `gitlab-developers` group (we give this group write access to Jira
projects in a later step.) Go to the **Groups** tab on the left, and select **Add group**.
1. From the sidebar, select **Groups**.
![Jira create new user](img/jira_create_new_group.png)
Give it a name and click **Add group**.
1. In the **Add group** section, enter a **Name** for the group (for example,
`gitlab-developers`), and then select **Add group**.
1. Add the `gitlab` user to the `gitlab-developers` group by clicking **Edit members**.
The `gitlab-developers` group should be listed in the leftmost box as a selected group.
Under **Add members to selected group(s)**, enter `gitlab`.
1. Add the `gitlab` user to the `gitlab-developers` group by selecting **Edit members**.
The `gitlab-developers` group should be listed in the leftmost box as a
selected group. In the **Add members to selected group(s)** area, enter `gitlab`.
![Jira add user to group](img/jira_add_user_to_group.png)
Click **Add selected users** and `gitlab` should appear in the **Group member(s)** box.
This membership is saved automatically.
Select **Add selected users**, and `gitlab` should appear in the **Group member(s)**
area. This membership is saved automatically.
![Jira added user to group](img/jira_added_user_to_group.png)
1. To give the newly-created group 'write' access, you need to create a **Permission Scheme**.
To do this, click the gear icon and select **Issues**. Then click **Permission Schemes**.
Click **Add Permission Scheme** and enter a **Name** and, optionally, a **Description**.
1. To give the newly-created group 'write' access, you must create a permission
scheme. To do this, in the admin menu, go to the gear icon and select **Issues**.
1. Once your permission scheme is created, you are taken back to the permissions scheme list.
Locate your new permissions scheme and click **Permissions**. Next to **Administer Projects**,
click **Edit**. In the resulting dialog box, select **Group** and select `gitlab-developers`
from the dropdown.
1. From the sidebar, select **Permission Schemes**.
1. Select **Add Permission Scheme**, enter a **Name** and (optionally) a
**Description**, and then select **Add**.
1. In the permissions scheme list, locate your new permissions scheme, and
select **Permissions**. Next to **Administer Projects**, select **Edit**. In
the **Group** list, select `gitlab-developers`.
![Jira group access](img/jira_group_access.png)
The Jira configuration is complete. Write down the new Jira username and its
password as they are needed when [configuring GitLab in the next section](jira.md#configuring-gitlab).
password, as you'll need them when [configuring GitLab in the next section](jira.md#configuring-gitlab).
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