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Setup Jira & Confluence for success - The Complete series
©Jimi Wikman posted a blog article in Atlassian
I often get questions on how I think the best setup for Jira and Confluence should look when I meet organizations. Because of that I will make a series of posts about this where I setup Jira and Confluence from scratch. This will include not just how I do things, but also the thought behind it. I hope you will find this useful for setting up your own setup in Jira and Confluence. This series will be divided into several parts. This is because adding every step in a single post would make for a very long blog post. Dividing into a series also make it easier for you to look at specific parts that is most interesting for you at the moment. The parts that I have in mind could change as I write the series, but at the moment the plan is this: Part 1: Defining the tools Part 2: Defining Jira Issue Types Part 3: Defining Jira Issue workflows Part 4: Defining Jira Screens & Custom fields Part 5: Defining Jira security & access Part 6: Defining Confluence Information Structure Part 7: Defining Confluence Requirement Templates Part 8: Defining Confluence Design Templates With the setup completed in Jira and Confluence I will probably add a second series called "Work processes in Confluence & Jira - From Need to Deploy" where we go through how to use the setup from a practical point of view. It will be a more generic process so it can be used in any methodology with some minor tweaks. If anyone want I could also add a post about how to use the power of Jira and Confluence for programmers without ever leaving your IDE. Is there anything you miss from this series that you feel I should add?-
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In the last article we talked about defining workflows, so now it's time to talk about defining custom fields and screens. The custom fields is where most companies make many mistakes by trying to build new ways for Jira to work and screens almost no one seem to use. Let us change that, but first let us go over what these things are. We start with custom fields. Custom fields explained Custom fields are extensions of the data built in to Jira by default. This allow you to make adjustments to your Jira instance in the event that you need it. Custom fields comes in many pre-defined formats such as date fields, droplists, labels and even cascading select lists. In short you can model the data you work with pretty much any way you want. That is usually also the big problem with custom fields... Custom fields are defined just like most things in Jira using attaching the custom fields to a scheme. For custom fields this is called Field Configuration Schemes. These schemes connect a custom field configuration with the custom fields. This field configuration is what defines how each custom field should be used in a specific context. This allow you to have different behavior and configuration for the same fields. Custom fields - new data objects that extend the database model. Field configuration - Definition of configuration and behavior for custom fields. Field configuration schemes - map fields with field configurations. This is attached to a project to define that projects field configuration. Impact on performance Custom fields have an impact on performance. Period. Anyone who think otherwise do not understand how custom fields work or what impact they have on the system. Jira uses an indexing system that cache data in order to quickly find the relevant data you search for. For this Jira uses Apache Lucene, an open source high-performance, full-featured text search engine library written entirely in Java. Whenever you use a board, filter, dashboard or search in Jira you will use Lucene. Every custom field you add will grow the data exponentially in the index as it will be added to every single issue in Jira, even if that issue does not have any data in the field. Just by adding custom fields you will see an impact on performance and if you are careless about the size of your projects or do not manage your releases properly, then you can render the Jira instance almost unusable dye to loading time. Use custom fields with care! Mandatory fields impact Mandatory fields can be set in the field configuration. This will make a certain field mandatory that you have to fill in. This may sound like a great way to force the users to fill in the data you want them to, but in reality it is causing serious issues, especially when working with any form of integration. When you have integrations that send data to Jira, then do not use mandatory fields, or make sure that it is mandatory for all projects. Having multiple versions of what data is mandatory is a sure way to make integrations fail. This is because we set up a condition that say that unless this data is part of the data you want to submit, it will fail. The most common reason for using mandatory fields is because the teams do not understand why they should fill in the data. This is because of poor education on how the workflow should be done or because the way it is designed makes no sense to the people actually doing the work. This should be solved on a method and process level and not in the tool. Building new systems in Jira with Custom fields The biggest failure I see in Jira is when custom fields are used to extend the capability of Jira to something it is not built for. The most common thing I see is that a story is used as a business need and then kept all the way though deployment. I understand the thought behind it, but the execution will require dozens if not hundreds of new fields and it will just become a mass of data that is almost impossible to work with. Jira is first and foremost a development tool. It starts with a need that has been transformed into a work order for the development team. In many cases you also have test included in Jira. Often as a plugin or just in the workflow itself. That is all Jira should do as there are other tools that should handle business need, requirements as well as build and deployment. In large organizations this behavior is very dangerous. I often see people getting burned out or just give up an aspiration of coherent and logical way of working as the systems evolve to grotesque monsters no one really understand or want. Do not build new ways of working, stick to the standards that exists and you will be much happier. If you are going to extend the capabilities of Jira, then always use a Jira designer that can design the system globally for all users. NEVER allow teams and groups within the organization to design on their own, unless they are an isolated group that never need to work with outer teams or systems. That lead to a fragmented way of working that will cost millions to repair in the future. One field to "always" use Despite all the issues that comes with custom fields there is one field I always think makes sense. There are others of course because in all organizations there are a few fields that makes perfect sense and that really improve the way of working. One such field is "Team", but only if you are not using a plugin like Portfolio for Jira as that already have teams built in. The reason why team is useful in almost any scenario is because it allow you to work across Jira Projects in a standardized setup. This way we can avoid Jira projects with hundreds of people and instead work with boards. Using this field you can assign issues to teams rather than people allow for cross project assignments. We will discuss this more in future articles. Screens and why they matter Where custom fields are abused to the point of absurdity in many organizations, screens are barely used at all in my experience. This is strange as screens are very useful for making sure you are working with the right data at the right time. This will make things much easier when creating new issues or allow you to have certain data filled in during transitions in the workflow. Screens are divided into 3 views: View screen - The view used when you look at an issue i Jira. Edit view - The view showed when you edit the issue. Create View - the view when you create an issue. This allow us to focus the information in creation view for example to make sure that we only see the fields that we actually need, and then have all information in view and edit. When defining screens we have three parts to do so: Screens - Where we define what data should be available in the screen. Screen Schemes - Where we define what screens should be used for the View/Edit/Create views Issue Type Screen Schemes - Where we define what screen schemes should be used for the different issue types. One common use of defining screens is to define the create view for defects. This allow for a more focused defect report process where only the fields we really need is shown when creating the defect. Once created it will allow for all the same fields as a story since it is actually a story that describes a need that has yet to be addressed. Defining fields in a screen So, first we start by defining the screens. First we want to create a new screen for defects so we can define the fields we want when creating new defects. We go to Jira Settings ->Issues -> Screens where we find all our current screens. Then on the top right we can click the button to create a new screen. Add a name and a description and then click add. This will take us to the screen configuration page where we can define the data we want. Since this is a defect we want to capture the problem, where the problem occurred and also who should get the defect to look at. We define the fields like this: Issue Type* - Needed to we can set this as a defect. Reporter* - So we know who reported the defect for follow up. Summary* - The headline that summarize what the problem is. Environment* - Where was the defect found (test, pre-prod, dev and so on). This is needed for defects, but if this had been for production incidents we would not need this field as it is always in production. Affects version* - what code base or release is this related to so we know in what code we should look for it. Description* - This is where the defect is described. It should be steps to reproduce and expected results. Attachments - Pictures or videos that help describe the defect. NEVER upload office files here as you need to download them, which is a horrible way to work. Assignee - Sometimes used to assign a defect to a QA lead for example or a Project manager for attention. Responsible team - When the responsible team in known it can be added to the defect as well. Priority / Severity - How bad the defect is and not how soon it should be fixed. Components - what area of the system the defect affects. Labels - for labeling. Linked issues - If there are other issues that are relevant to the defect. Epic Link - If you use epics to group things. * These fields are mandatory. The rest can vary depending on your work process. It is important that these fields are also available in the default screen. If they are not present there they will not show as we do not have custom screens for the view or edit screens in this example. If you forget to add them, then do not worry. The data will still be there, but it will not show until you have added the fields to the screen. Defining views for Defects With this done our next step is to define the three views for defects so we later can attach it to the right issue type. We do this by going to Jira Settings ->Issues -> Screen Schemes and click on the button saying Add Screen Scheme. Add a name and a description, then set the default screen. This should not be the new screen we created as that one will only be used for the create action. You can change this later if you want. With that in place we come to the configuration page where we assign screens to the three actions we have (Create, View, Edit). By default you have one screen defined for all actions here, which is the one selected when creating the screen scheme. Now we will add our new screen to the create action and we do that by clicking the top right button that says "Associate an issue operation with a screen". Now you can select one of the three actions and a screen. We select the create action and connect that to our new defect screen and click add. Defining screen schemes to defects Now that we have the screen configured we need to add it to the correct issue and to do that we first need to create a issue Type Screen Scheme. We do this by going to Jira Settings ->Issues -> Issue Type Screen Schemes. Again we click the add button in the top right and add a name and description. This time we also can select a default screen scheme so we add the default screen sheme that will be used for all actions rather than the custom field we created for creating new defects. This can be changed later if you want. Once we have this created we get into the configuration screen. Here we will have a default screen scheme set for all issue types. Now we will need to add the new screen scheme we created for defects here. We do that by clicking the button in the top right that says "Associate an issue type with a screen scheme". Select the issue type Defect and then the screen scheme we created earlier and click add. ...and we are done. From now on we will always see the fields we have defined in the Defect screen when we create new defects. We can edit the fields as we see fit and it will not affect any other screens. Since we did not create custom screens for edit or view it means that we will see the same fields as for all other issues once the defect has been created. Focus information when needed As you can see it is not very complicated to add new screens, but they can add quite a bit of focus to your workflow. For this example we created a focused screen for reporting defects, but you will most likely want additional screens. One such screen that I almost always add is the Resolve screen that shows up when you resolve an issue. This is done by adding a trigger in the workflow that add a screen on an action as a popup. We will cover that setup in another post. I hope this was useful for you and in our next article we will discuss Jira security & access. In case you have missed any of the previous articles you can find them all here.-
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I often get questions on how I think the best setup for Jira and Confluence should look when I meet organizations. Because of that I will make a series of posts about this where I setup Jira and Confluence from scratch. This will include not just how I do things, but also the thought behind it. I hope you will find this useful for setting up your own setup in Jira and Confluence. This series will be divided into several parts. This is because adding every step in a single post would make for a very long blog post. Dividing into a series also make it easier for you to look at specific parts that is most interesting for you at the moment. The parts that I have in mind could change as I write the series, but at the moment the plan is this: Part 1: Defining the tools Part 2: Defining Jira Issue Types Part 3: Defining Jira Issue workflows Part 4: Defining Jira Screens & Custom fields Part 5: Defining Jira security & access Part 6: Defining Confluence Information Structure Part 7: Defining Confluence Requirement Templates Part 8: Defining Confluence Design Templates With the setup completed in Jira and Confluence I will probably add a second series called "Work processes in Confluence & Jira - From Need to Deploy" where we go through how to use the setup from a practical point of view. It will be a more generic process so it can be used in any methodology with some minor tweaks. If anyone want I could also add a post about how to use the power of Jira and Confluence for programmers without ever leaving your IDE. Is there anything you miss from this series that you feel I should add? View full article
