The job of an Atlassian administrator is never done. Your list of responsibilities is endless. You’re making sure your applications are up and running so work can get done. You’re weighing the benefits and long-term impacts of customization and add-on requests. You’re assisting users with access, permissions, and restrictions. You’re helping teams get the most out of the applications. And some of you are doing all of this while performing other tasks or managing other software. With all the demands on an Atlassian administrator, where does user training fall on your to do list? If you’re like most admins, it’s probably at the very bottom.Continue reading “Training Your Jira, Jira Service Desk & Confluence Users”
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Areas of Expertise
- Choosing Atlassian products and deployment types
- Strategy, setting standards, and governance
- Onboarding users and teams
- Set up and configuration
- Maintenance, upgrades, and clean up
- Choosing add-ons, integrations, and connections
- Training end users, power users, and administrators
- Designing and improving Jira workflows
- Creating views with Jira filters, dashboards, and boards
- Cleaning up Jira custom fields, issue types, and permissions
- Optimizing Jira Service Desk request types and forms
- Organizing Confluence content
- Helped a large health services company launch Jira, Jira Service Desk, and Confluence
- Helped a mid-size IT company clean up and consolidate projects in their 1 million issue Jira application
- Merged two 10-year-old Confluence server instances
- Helped Atlassian’s Community Team use their own Jira product to combine multiple data sources and track their user group program
- Worked with a team to improve their Jira workflows, planning, and prioritization process
- Helped a non-profit transition from Google Docs and Spreadsheets to a community license of Confluence, Jira, and Crowd
- Was a featured speaker at Atlassian Summit and 25 world-wide user groups
Have Atlassian questions? Need help managing your applications? Schedule a free consultation.
About Rachel Wright
Rachel Wright is an entrepreneur, process engineer, and Atlassian Certified Jira Administrator.
She started using Jira and Confluence in 2011, became an administrator in 2013, and was certified in 2016. She’s the author of the Jira Strategy Admin Workbook and a frequent speaker at Atlassian events, like the Summit annual user conference.
Rachel jokes that “Jira and I are in a long-term relationship and Confluence is a close friend.”
Rachel Wright is an Atlassian certified Jira Administrator
Skillshare, an online learning community for design, business, and tech has named Rachel Wright a “Teacher to Watch“! This distinction is for instructors who consistently create high-quality content, continuously grow and innovate, and find new ways to further engage with students.
Rachel has created three courses for Jira administrators on workflow building, custom fields, and admin mistakes to avoid. The 30 minute courses also include a quiz and sample project to complete.
She’s also created an introduction course for Jira users and one for Confluence users. The intro courses help new users become comfortable with the software so they can get started creating issues and pages immediately.
Additional classes are on the way! Have a topic request? Add it in the “Comments” section below.
I’m asked the same question all the time: How do I learn more about Jira administration so I can be a great admin? There are a ton of resources available; you just have to know where to look, to seek them out, and be willing to put in a little time and effort. Like anything in life, the more you put in, the more you get back.
Here are some ways to increase your Jira admin knowledge:
1. Seek out new opportunities
You’re never finished learning. I’ve used Jira since 2011 and there’s still plenty I don’t know and new things to learn. Every time I think I know it all, I humble myself very quickly by reviewing the unanswered questions on the Atlassian Community website. Look for opportunities to strengthen your knowledge, or learn something new, by trying something new.
- Pick an unanswered question, research the answer, and document the solution
- Identify a problem Jira can solve and create a proof of concept
- Example: Who’s tracking information in email or spreadsheets? Show them how to do it better in Jira.
- Do a side by side comparison of changes between two versions
- Install an add-on and learn everything you can about how it works
- Get read only access to the database and learn how information is stored
- Help a team adopt Jira or improve their processes
- Set up Jira for a non-profit
- Try to break Jira (Not in production, of course!)
- Hold info share sessions and teach others how to solve common problems
- Thoroughly document a feature
- Use Jira in different ways
- Example: Track your craft beer collection, your golf score, or plan your off-grid camping trip!
- Download the Atlassian Plugin SDK and experiment with a plugin tutorial
- Learn a related skill, like agile principles or server administration
Opportunities are everywhere. The goal is to stretch your exposure and do different things then you’re already doing. I’m no DBA but I learned a lot by experimenting with the database!
2. Install your own test environment
Even if your company already has an official test environment, I recommend you have your own personal one. You need a place to experiment, play, and make mistakes, without impacting others. It doesn’t have to be expensive or complex. A $10 instance installed on an old laptop is sufficient. You’ll stretch your skills and learn a lot by installing, using, maintaining, and upgrading it.
3. Join your local Atlassian User Group
Atlassian Users Groups are where users meet, learn, network, and share best practices. Members are newbies and veterans who like to “talk shop” about Atlassian software, about Agile development, and about related business topics. You can network with your peers, share solutions, meet Expert Partners, get special content from Atlassian, and enjoy a beer. Find a user group near you (or start one) at: aug.atlassian.com.
I’m an introvert and was new to Jira, but I took a deep breath and started a group. It helped me learn new things, meet people, and become a contributor in the Atlassian community.
4. Read a book
There are a number of Jira books written by fellow administrators. My book, the Jira Strategy Admin Workbook helps you set up, clean up, and maintain Jira. It’s about strategy – not documentation and it’s not version specific. Check it out and all the companion Jira offerings on Amazon.
5. Take an online training course
I’ve developed quick, 30 minute, online training courses for: cleaning up custom fields, building workflows for business teams, admin mistakes, and other topics. Take the courses and earn a certificate to add to your portfolio or resume at: training.jirastrategy.com.
Atlassian also provides live online training, recorded training, and hands-on team training through Atlassian University.
6. Join the Atlassian Community
The Atlassian online Community is where you find answers, support, and inspiration from other users. Join with your Atlassian ID at: community.atlassian.com. Post your question or start a discussion.
7. Attend the user conference
Summit is the grand Atlassian event of the year. With the palpable enthusiasm of the employees, the knowledge of the presenters, and the immense networking opportunities, this is the place to experience all that is Atlassian. Add the next annual event to your calendar now. Visit summit.atlassian.com for details.
8. Get certified
Taking an exam or extending your Atlassian Certification is a great way to show your existing skills and learn more through the study process. I learned things I simply didn’t know and explored parts of the application I hadn’t touched in a while. The certification experience made me a better Jira Administrator. I learned so much valuable information earning the “Email in Jira” Skills Badge.
9. Read the documentation
Official product documentation is available at: jirastrategy.com/link/official-docs. The documentation includes information for end users and a guide specifically for administrators. The documentation is categorized up by application type (e.g. Server or Cloud) and also by version. Make sure you’re reading the correct version!
Watch “The Users’ Community: Your Hidden Treasure and Best Ally” from Fabian Lopez. Originally given at Summit, this presentation includes all the ways to get involved in the Atlassian community and even specific users to follow! Lots of fellow users continually post helpful tips, answers, and discussions.
What are other ways to learn more about Jira? Add your ideas to the “Comments” section below.
Where can you learn about Jira, improve your coding skills, and grow your business all in one place? At Skillshare! Skillshare is an online learning community with thousands of classes on design, business, technology – and now, Jira! It’s the Netflix of learning.
Rachel Wright teamed up with Skillshare to create “Jira Workflows for Business Teams” to help you build smart workflows that your business teams will actually use!
This course is available now to all Skillshare members! Don’t have an account? Sign up to enroll in Rachel’s class, access all the other classes, and receive a one-month free trial.
For most Jira Server users, an upgrade is a major activity that requires careful planning. What is your upgrade plan? How will you prepare? How will you ensure success? How often will you upgrade?
I approach upgrades as five high level steps:
Step 1: Research
Conduct all pre-upgrade “what changed” and compatibility research
This very important first step can determine the success of your upgrade. Start by reviewing the retrospective from the last upgrade so you can improve the upgrade process and plan for issues encountered in the last event. Also, it’s a good time to make sure your emergency rollback plan is still accurate.
Next, read all of Atlassian’s “Release Notes” and “Upgrade Notes” for every version between yours and the one you’re upgrading too.
Look for changes that might impact the application, users, or user behavior. Look for bugs you’ve been waiting for fixes for.
Ask your REST API and database users to read the Atlassian documentation too, so they can prepare for any changes needed in their applications.
After, verify the compatibility of your hardware, operating system, database, java version, add-ons, and any internally developed customizations. Resources: Jira Requirements, Supported Platforms, and Checking Add-On Compatibility
Finally, double-check that your license is valid through the upgrade testing period and you are not about to reach your license limit. You don’t want license issues to delay your upgrade.
Step 2: Pre-Upgrade Tasks (Test Environment)
Copy all production data to lower environments, update plugins, upgrade and test
Don’t have a test environment? Remedy that issue first! Ideally you’ll have a secondary server instance but if that’s not possible at least create a local instance on your personal computer. Make sure the resources powering your test environment match your production environment as much as possible. Make sure the software version and configuration are an exact copy of production.
Before upgrading your test environment, be sure to copy all of your production data to the environment. It’s not enough to test an upgrade on a vanilla instance; you need to test it with your specific configuration data!
By now you should know which version you’re able to upgrade to. Download the installer file, stop the application, and run the binary. Document the installation process, so you can repeat the steps in production. Review all configuration files, paths, custom files, and settings for accuracy. Also check the logs for major problems.
If all is well on startup, it’s time to update the Universal Plugin Manager, other add-ons, and re-index. After the re-index, start your regression testing. Make sure all basic application functions and new features are working as expected.
During testing, I discovered one of my heavily used plugins wasn’t compatible with the upgrade version and had moved from free to paid. I clicked the “Buy Now” button on the “Manage add-ons” page, assuming it would take me to a shopping cart with pricing information. Instead, it immediately installed an unlicensed version of the new plugin code! All of our workflows broke and I was inundated by reports of license errors from users. I had to quickly generate a free trial code to restore functionality and sheepishly contact the purchasing department to secure emergency funding for the new plugin. I did all this in production! #facepalm
Finally, contact your REST API and database users so they can verify all is well with their applications. Also, compile any “new features” documentation to share with end users. Conduct an end user and project-level admin demo if UI or feature changes are substantial.
Step 3: Upgrade Preparation
Line up support resources, schedule production upgrade activities, and announce plans
At this point, you are confident in the stability of your test environment and ready to schedule the production event. Start by identifying an upgrade team. Who will execute the upgrade? Who will “smoke test” the major functions? Who can you contact if there’s emergency?
After you have your team assembled, pick an upgrade time outside of peak use hours. Communicate the upgrade date, time, and expected duration to users and any support teams, like the company help desk or network operations center. Don’t surprise these teams with “Jira is down!” reports during the upgrade window!
Use Jira’s announcement banner function to communicate upgrade plans.
<div style=”border: 1px solid #9e1c1c; background-color: #fff; padding: 10px;”>Upgrade Outage
The upgrade will start on [day], [date] at [time] [timezone] and conclude before the start of business on [day], [date]. During the upgrade window: (1) you WILL NOT be able to login to JIRA, (2) any changes attempted WILL NOT be retained, (3) API calls will fail, and (4) issue creation via email will fail. For a list of new features and fixes, see our JIRA Upgrade notes.
Download sample wording for your entire upgrade process from the Strategy for Jira store.
Step 4: Upgrade Tasks (Production)
Backup production data, update add-ons, upgrade and test
Hopefully you’re already taking regular (automated) backups of your database and file system. But when’s the last time you verified that your most recent backup occurred and is actually usable? Do that before proceeding.
At last, you’ve planned as much as possible, know what to expect, and are ready for the upgrade event! It’s time to repeat the installation steps you practiced in your test environment including: installation, add-on updates, and regression testing. Use the notes you took in step 2 and be sure to address any differences that exist in the production environment.
Step 5: Communication
Announce upgrade and communicate changes and benefits to user base
Finally, it’s time to announce the upgrade to users and complete post-upgrade steps.
Use Jira’s announcement banner function to communicate the upgrade is complete. Include a link to the “new features” documentation you compiled in step 2.
Review any previous trouble reports, in case the upgrade remedied them, and be ready to respond to new reports. Check in with your REST API and database users, to make sure all is well with their apps.
Finish any outstanding tasks, compile your retrospective, and make any needed plan updates in preparation for the next upgrade. Also be sure to thank your upgrade team!
Detailed Upgrade Plan
A well-crafted plan can help ensure upgrade success. Download the sample upgrade plan worksheet. Customize it to fit your needs and environment. This worksheet may contain more or fewer steps than necessary for your situation, but it gives you a great starting point. Don’t forget to update and improve the plan after each upgrade.
A test instance and a healthy application are the foundation of a successful upgrade event. You’ll want to upgrade often for the newest features, fixes, and performance improvements. Happy upgrading!
Did you hear about the company with 132 Jira Administrators? How about the company plagued with 134 Issue Types? Have you ever accidentally broken workflows and everyone’s filters? Join Rachel Wright as she recounts the top 20 Jira admin mistakes she’s made and seen. Hopefully you can avoid these mistakes and keep your application out of the Jira swamp! Get started at: training.jirastrategy.com
This presentation is for Jira Administrators and is based on the mistakes and examples in the Jira Strategy Admin Workbook. This presentation is self-paced so you can review the material you want, in the order that makes sense for you.
We hope you enjoyed the Jira Workflows for Business Teams course! Next steps:
Continue learning by downloading course materials and completing the project.
- Project Instructions: Jira Workflows for Business Teams – Project (.docx)
- Project Template & Solution: Custom Workflow Template (.pptx)
- Course Slides: Jira Workflows for Business Teams (.pptx)
- Course Notes: Jira Workflows for Business Teams – Notes (.docx)
Test your skills with the course quiz.
Special Offer for Skillshare Students
Enter code skillshare at checkout for 15% off the Jira Strategy Admin Workbook!
If you’re on a software team, you probably use the default Jira workflow or something close to it. But what if you’re on a business team or the default options don’t fit the way you want to work? Then it’s time to create a custom workflow.
A workflow is a standard set of statuses (steps) and transitions (movement between steps) that each issue follows in its lifecycle. Statuses take an idea from “conception” to “completion”. Each Jira project can have its own workflow and each issue type within a project can have its own workflow as well. For example, the Legal team has a specific process for contract review and a general process for all “other” types of requests. Their Jira project might include issue types like the standard “Task” and a custom type like “Contract.”
- The “Task” issue type has a very simple workflow, with the statues “To Do” and “Done.”
- The “Contract” issue type requires additional statuses for approval and execution steps that occur in a contract review process.
In the beginning, keep workflows as simple as possible, until you’ve uncovered a deficiency or process step that needs special attention.
Custom Workflow Tips
The steps below outline the best practices for creating a workflow:
- Before creating a new custom workflow, have the user explain their real life process to you. The workflow should be as simple as possible.
- First, draw (preferably on paper) a workflow to ensure it makes logical sense and all forward and back transitions are accounted for. You can use the “Custom Workflow Documentation” template in the Jira Strategy Admin Workbook or in ThinkTilt’s Process Template library as a way to communicate and document workflows.
- After drawing the workflow, write the workflow out in words. This can uncover additional needs you may have neglected to draw or consider.
- Include logical backwards transitions so users can self-manage issues.
- Give users options to abandon or stop progress on issues at appropriate times.
- Give project-level administrators appropriate options to fix improperly transitioned issues.
- Example: Include a “reopen” transition button in the final status to address issues that were improperly closed.
- Use transition conditions sparingly. If a condition is needed, set the restriction to a project role, rather than to an individual, for easy maintenance.
- Use transition validators and post functions to minimize the amount of manual work a user has to do.
- Automatically assign an issue to the reporter when moving to an “information needed” or “verification needed” type of status.
- Automatically assign an issue to the Project Lead in a “triage” type of status.
- Automatically move a parent issue to “In Progress” when a child issue starts progress.
- Name your statuses:
- Name statuses so they reflect the current state. Good status names immediately tell a user what is occurring and what state an issue is in the workflow process. For example, “Pending Review”, “In Review”, “Being Reviewed”, “Awaiting Review”, etc.
- Make any status names short and easy to understand what is happening. Long, multi-word names are harder to query and may be truncated on certain screens.
- Name your transitions:
- A Transition name should be short and reflect an action taken.
- Good transition names immediately tell a user what action to perform to progress an issue. Example: For an issue in “Pending Review” status, a good transition name would be: “Review Complete.” If you need a “pass/fail” situation, where an action must pass a test before a transition can occur, good transition names would be: simply “Pass” and “Fail.”
- Bad transition names confuse the user about how to move forward. Example: “Review.” A transition button should signify the start or end of an action. The word “Review” is ambiguous. If a user clicks “Review,” does that mean they should start a review or that the review has already occurred?
It’s easy to customize workflows and therefore easy to go overboard, creating more structure than you really need.
It’s certainly possible to capture every little step in your work process and build that into a complex and long Jira workflow. An alternative however, is a phased approach. Simply break your process into phases that represent a collection of smaller steps. The phases represent key decision points. An issue can’t be moved to another phase until the requirements of that phase have been satisfied. Your Jira status represents the entire phase, rather than a status for every small step in the phase.
Example: Your company is signing a partnership agreement
The contracts process requires a review of the contract by both parties and potential edits before final execution. It’s a predictable process requiring a short workflow like:
Open > In Review > In Execution > Closed
A generically named status like “In Review” is better than a legal-specific name like “In Contract Review”. Other Jira projects can use the generic version regardless of what type of thing needs review. You want to share assets and schemes between projects as much as possible.
The Legal team is doing many things in the background that may not need to be reflected in the workflow. For example:
In the “In Review” phase, the Legal team is reviewing the contract, researching legal topics, communicating with internal teams, negotiating terms with the external company, etc.
In the “In Execution” status, the CEO is finding his favorite signing pen, both companies are trading paperwork, and your Legal team is entering the final result into their contracts database.
In the above example, is it useful to create a status for every step that occurs in the contracts process? Do you need to track how many times the contract was modified during the review process? Do you need to track which parties have signed the agreement so far? If the answer is “no” a phased approach may be more useful. Also, it might be more useful to track signature collection in a custom field.
If you’re not going to report on something (ex: “How many contracts have been signed by us?” in the above example) that status or custom field may not be necessary or useful.
Don’t over-complicate your custom workflow with steps and statuses you don’t really need. Your end users will thank you for it.
I was recently asked: “If Jira project admins can now edit their own workflows and screens, what’s left for the application admin to do?” Plenty! Application admins are still very much needed, and their work extends way beyond managing a Jira project. Further, the new project admin abilities aren’t as liberating as they may sound. Let’s examine the types of admin users.
Types of Jira Admin Users
There are many different types of Jira admin users and responsibilities vary depending on the type. Admin users generally fall into one of the following categories:
- System Level Administrators – Users with the ability to perform absolutely every Jira administration function
- Application Level Administrators – Users with permissions to perform most Jira administration functions
- Project Owners or Leads – A project’s single point of contact, often responsible for project strategy decisions
- Project Level Administrators – Users with permissions to manage settings for individual Jira projects. (Example: Components, project users, etc.)
While the admin types have distinct abilities, a user can be multiple types of administrators at the same time. For example, an application administrator may also be the owner of a specific Jira project. An application administrator could be a system administrator as well if those roles have been combined. For the differences between application administrator and system administrator permissions, see the “Managing Global Permissions” documentation.
Jira Admin Responsibilities and Abilities
Each admin level has a distinct set of responsibilities. Below we’ll address the four admin types as two levels: system/application and project.
System Level Administrators & Application Level Administrators
These administrators need to consider the health of the application, impact to the application, and maintenance implications for each decision and change they make. These admins need to be chosen carefully, audited regularly, and approved by the application owner.
Application admins typically have the following responsibilities:
- Assist the Jira Advisory Board in maintaining established standards
- Communicate standards, procedures, changes, and maintenance outages to your Jira Ambassador team and end users
- Assist end users with user-specific settings
- Assist Project Level Administrators with managing settings and maintaining their projects
- Complete approved customization requests or suggest alternative solutions within established standards
- Manage users, groups, and access
- Create and configure new projects, schemes, and assets
- Remove projects, schemes, and assets when they are no longer needed
- Perform application upgrades
- Vet, install, and upgrade apps, plugins and integrations
- Check logs for and address errors
- Develop and maintain documentation and end user training materials
- Monitor and ensure the overall health of the application
Download this list as a worksheet at: jirastrategy.com/link/admin-responsibilities. Tip: Turn this worksheet into a Jira Admin job description!
Project Owners & Project Level Administrators
Each Jira project has a listed “Owner” or “Lead” who is sometimes also the default issue assignee. Additionally, individual projects can have an unlimited number of administrators. As such, there’s an opportunity to involve additional users in project-level maintenance and management.
Project admins typically have the following responsibilities:
- Set and maintain Components, Versions, and other project-specific settings in accordance with established standards
- Manage users and groups in the “Users and roles” area
- Routinely triage (or appoint a triage person) to assign and review issues as they are created
- Maintain the data and accuracy of data in the project space
- Report any project issues or customization needs to the Jira Support team
- Respond to questions or approvals requested by the Jira Support team
additional Editing Abilities
Additionally, project admins have limited workflow editing abilities in Jira version 7.3 and limited screen editing abilities in version 7.4. Also in 7.4 these abilities can be enabled or disabled through Permission schemes.
Project admins can only utilize assets that already exist. For example, they can add an existing status to their workflow or an existing custom field to a screen, but they cannot remove a status, create or rename statuses, or create new custom fields. They can modify transitions, but not edit transition screens or transition behaviors (properties, conditions, validators, or post functions). Further, these editing abilities only apply to projects where the workflow and the screens are not shared with other projects. If you’ve been sharing project configurations, as highly recommended in the Jira Strategy Admin Workbook, it’s possible that few or none of your project admins will have these new editing abilities. Additionally, the default workflow and default system screen still cannot be edited by anyone. Read more about these features in the 7.3 and 7.4 release notes.
How to check for Workflow Editing Abilities
- Use the Admin UI
If you have few workflows, you can manually look for ones that are only used by one project. In the Jira Admin UI, visit Admin > Issues > Workflows. Click the “View” link next to each workflow. The following page will show how many projects use the workflow.
- Use Atlassian’s Script (Jira Server Only)
Atlassian created an admin helper script to detect workflows and administrators impacted by the 7.3 change. The script requires node.js and you must be able to execute it on your server.
- Use the Database (Jira Server Only)
This method is not perfect but it got me to the data I needed. Work with your database team to improve the sample queries or format them for your database type.
First, I counted the number of projects used by each workflow, looking for any that are not shared (those with a project count of 1.)
Sample Query: SELECT wse.workflow, count(p.pname) AS `Projects Using Workflow` FROM nodeassociation n INNER JOIN project p ON p.ID = n.source_node_ID INNER JOIN workflowscheme ws on ws.ID = n.SINK_NODE_ID INNER JOIN workflowschemeentity wse on wse.scheme = ws.ID WHERE n.source_node_entity = ‘Project’ and n.sink_node_entity = ‘WorkflowScheme’ GROUP BY wse.workflow ORDER BY `Projects Using Workflow`, workflow;
Next, I retrieved project details for each of the not shared workflows. I mainly wanted to know the project id, project name, and lead.
Sample Query: SELECT p.id AS project_id, p.pname AS project_name, p.lead AS project_lead, ws.name AS project_associated_workflow_scheme, wse.workflow AS workflow_scheme_associated_workflow FROM project p LEFT OUTER JOIN nodeassociation na ON na.source_node_id = p.id AND na.sink_node_entity = ‘WorkflowScheme’ LEFT OUTER JOIN workflowscheme ws ON ws.id = na.sink_node_id LEFT OUTER JOIN workflowschemeentity wse ON wse.scheme = ws.id LEFT OUTER JOIN jiraworkflows jw ON jw.workflowname = wse.workflow WHERE wse.workflow = ‘Workflow Name 1’ OR wse.workflow = ‘Workflow Name 2’ …
I put all the info into a spreadsheet for further analysis. From this abbreviated workflow and project list, I was able to examine individual project settings, like screens and permission schemes, to determine who would be able to take advantage of additional project admin features.
Deciding exactly what you want project admins to do may require experimentation as you adjust to the possibilities of Jira 7.3 and beyond. Ultimately, you’ll want to maintain a balance between providing ease and flexibility while still maintaining standards and control at the system/application level.
What other duties do application/system and project admins have at your company? What’s your strategy for communicating responsibilities to users? Can you improve any of the workflow editing ability detection methods? Add your thoughts to the comment section below.