Objectives & Outcomes

At the end of the Clearvision Atlassian JIRA Fundamentals training course students will understand basic Atlassian JIRA concepts and will be able to use JIRA to work with issues and provide change tracking and control for software development projects. For a more in-depth look at how Atlassian JIRA can be tailored to best provide custom support for their specific process needs, Clearvision recommend this training course is followed by the Atlassian JIRA Advanced training course.

Pre-Requisites

• Basic knowledge of Windows interfaces
• No previous Atlassian JIRA experience is required

Module 1: Jira Key Concepts

• Introduction to JIRA
• What is an Issue?
• Issue Attributes
• What is a Project?
• What are Components and Versions?
• What is a Workflow?

Interactive Demo

Module 2: Getting started with JIRA

• Logging in
• Exploring the JIRA workspace
• Using keyboard shortcuts
• Managing your user profile
• Customising your Dashboard
• Choosing a language

Interactive Demos

Module 3: Introduction to Issues

• Refresh of what Issues Types
• Creating an Issue
• Priorities
• Attachments - Adding and Deleting
• Editing Issues

Separate Lab Exercise: Creating issues

• Creating an Issue
• Adding Attachments
• Editing Issues

Module 4: Working with Issues

• Issue Operations
• Assigning Issues
• Issue linking and cloning
• Commenting on Issues
• Creating a sub-task
• Scheduling Issues
• Logging work on an Issue
• Resolving Issues

Separate Lab Exercise: Working with issues

• Modify an issue
• Assign an issue to another user
• Understand about comments
• Clone an Issue
• Create a Sub task
• Log work and Resolve an Issue

Module 5: Searching and Filters

• Quick Search
• Smart Query
• Issue Navigator
• Configuring Filters
• Email Filter Results
• Advanced Searches

Module 6: Reporting

• Dashboard Reports
• Generating Reports
• Charts Plug-in

Separate Lab Exercise: Searching and Reporting

• Search for an Issue
• Use a Quick Search to locate Issues
• Gain experience of Reports
• Generate Reports
• Use the charting Plug-in
• Add a chart to your Dashboard

Objectives & Outcomes

At the end of the Clearvision Atlassian JIRA Advanced training course students will understand how Atlassian JIRA can be tailored to meet their specific project and process needs. For a more in-depth look at maintenance and support activities associated with an Atlassian JIRA installation, Clearvision recommend this training course is followed by the Atlassian JIRA Administration course.

Pre-Requisites

• Basic knowledge of Windows interfaces
• Atlassian JIRA Fundamentals

Module 1: JIRA Concepts Overview

• Introduction
• Summary of Users and Groups
• Projects
• Project Roles
• Events
• Schemes

Lab Exercise: Concepts Overview

• Create a JIRA Project and project category
• Backup and restore to XML
• Exploring the Issue type scheme

Module 2: Users & Groups

• Users and the User browser
• Groups and the Group Browser
• Global permissions
• Project creation
• Components and Versions

Lab Exercise: Users & Groups

• Public signup and groups
• Add new users and create/assign groups
• Adding Components and Versions

Module 3: Issue Type, Notification, Permission & Security Schemes__

• Issue Type Schemes
• Notification schemes
• Permission Schemes
• Issue Security Schemes

Lab Exercise: Issue Type, Notification, Permission & Security Schemes

• Create a Notification schemes
• Create a Project Role and a Permission Scheme

Module 4: Fields

• Prioties and Resolutions
• Custom Fields
• Field Configuration Schemes
• Field Configurations

Lab Exercise: Fields

• Create two Custom Fields
• Create a Field Configuration Scheme

Module 5: Screens

• Understanding Screen Schemes
• Screen Schemes
• Creating Screens
• Modifying Screens

Lab Exercise: Screens

• Investigate Interaction of Default Screen and Default Field Configurations
• Investigate Interaction of Default Screen & Newly Created Field Configuration
• Create a Screen for the Create Issue Operation and put it into a Screen Scheme
• Create and Edit Issues in A Customised Project

Module 6: Workflows

• Planning workflows
• The Status Attribute
• Transitions
• Creating a workflow
• Creating a workflow schemes

Lab Exercise: Workflows

• Add the 'Tested' state into a workflow
• Map the fields to the workflow
• Decide where new screen are required

Objectives & Outcomes

At the end of The Atlassian JIRA Administration training course students will understand how to effectively maintain and support their organisation's Atlassian JIRA installation.

Pre-Requisites

• Basic knowledge of Windows interfaces
• Atlassian JIRA Fundamentals
• Atlassian JIRA Advanced

Module 1: Introduction to Atlassian JIRA Architecture

• Course Introduction
• Introduction to Jira Architecture
• JIRA Distributions
• OS Differences
• Supported Databases
• Dependancies

Lab Exercise: Concepts Overview

• Uninstall JIRA Evaluation Instance using Windows Installer
• Install JIRA Evaluation Instance using Windows Installer

Module 2: Installing Atlassian JIRA

• Installing Atlassian JIRA:
• On Windows
• On Linux
• Setting up The Database:
• Hsql
• MySQL
• Setting up an Existing Application Server
• Security Considerations

Lab Exercise: Installing Atlassian JIRA

• Install production JIRA (MySQL)

Module 3: Customising Atlassian JIRA

• Logo, Colours and Time zone
• Default Language
• Defaults for Dashboard and Issue Navigator
• Announcement Banner
• Logout Confirmation

Lab Exercise: Customising Atlassian JIRA

• Change Logo and Colours
• Set up Time Zone
• Announcement Banner and Logout Confirmation

Module 4: Backup - Restore and Upgrading

• Backing up data
• Automated Backups
• Archiving individual projects
• Restoring data
• Upgrading
• Migrating from other systems
• XML
• Database
• Database integrity checker
• Upgrading pre 3.6

Lab Exercise: Backup - Restore and Upgrading

• XML Backup Restore
• Upgrading
• Migrating
• Database integrity checker

Module 5: Email

• E-Mail overview
• Creating a notification scheme
• Customising content
• SMTP configuration

No Lab Exercise For This Module

Module 6: Installing Plug-ins

• What are Plug-ins
• Installing Charting Plug-in
• Installing Greenhopper Plug-in
• Common Plug-Ins

Lab Exercise: Installing Plug-ins

• Install Chart plug-in
• Install Time Chart plug-in

Module 7: Integrating JIRA

• JIRA with LDAP
• JIRA with Crowd
• JIRA with Fisheye
• JIRA with Source control
• JIRA2SVN

Lab Exercise: Integrating JIRA

• Integrate Fisheye
• Install JIRA2SVN integration

Module 8: Troubleshooting Hints and Tips

• Increasing memory
• Performance tips
• Database indexing
• Common Error Messages
• Troubleshooting steps

Lab Exercise: Troubleshooting Hints and Tips

• Rest Java Memory size
• Database indexing
• Check logs

Objectives & Outcomes

At the end of the Atlassian Confluence Fundamentals training course students will understand basic concepts for the set up and use of WIKI products. They will also be familiar with the basic functionality of Atlassian Confluence essential for both new users and those joining an established Confluence WIKI for the first time. For a more in-depth look at maintenance and support activities associated with a Confluence installation, we recommend this course is followed by the Atlassian Confluence Administration course.

Pre-Requisites

• Basic knowledge of Windows/internet browser interfaces
• No previous Confluence experience is required

Module 1: Introduction to WIKIs

• What is a WIKI?
• Great things about WIKIs
• Bad things about WIKIs
• How to approach a WIKI
• A brief introduction to Atlassian Confluence

Lab Exercise: Introduction to WIKIs and Confluence

• Thinking through WIKI Usage Scenarios (Team exercise)

Module 2: Confluence Layout and Navigation

• The dashboard
• Login and signup
• WIKI Spaces
• Menus
• The Browse menu
• The People directory
• The User menu
• The Search menu and searching
• Favourites

Lab Exercise: Confluence Layout and Navigation

• Public Sign up and Login
• Searching and Browsing for items related to a proposed workshop
• Setting up Favourites

Module 3: Creating Page Content

• To learn how to:
• Create pages
• Edit pages using rich text
• Edit pages using the HTML editor - NEW for v4.0
• Page formatting - NEW for v4.0
• Table formatting - NEW for v4.0
• Apply page labels
• Change page locations
• Apply page restrictions
• Add attachments to a page
• Set up links to other items

Lab Exercise: Creating Page Content

• Using a template to create a workshop presentation page
• Creating additional content related to the proposal

Module 4: The WIKI Mark Up Language

• What is mark up language and why use it?
• Viewing markup language
• Mark Up syntax for:
• Headings
• Text breaks
• Tables
• Text style
• Text style macros
• Lists
• Links
• Mark up in Confluence 4 - NEW for v4.0

Lab Exercise: The WIKI Mark Up Language

• Practising WIKI Mark up
• Using the strengths of WIKI mark up to enhance a technical document

Module 5: Supporting Pages and Writing Blogs

• Comments
• @Mentions - NEW for v4.0
• Labels, Watches and Drafts
• Page Information and History
• Comparing page revisions
• Browse menu fundamentals
• Pages, Labels, Attachments, News (Blogs) and Bookmarks - NEW for v4.0

Lab Exercise: Supporting Pages and Writing Blogs

• Labelling pages
• Providing feedback on a technical document
• Blogging your experiences

Module 6: Creating and Using My Own Space

• Introduction
• What is a personal space?
• Why should I use it?
• Personal vs. shared spaces
• Creating a personal space
• Advanced space features
• The activity tab
• Space admin

Lab Exercise: Creating and Using My Own Space

• Learning about Personal Spaces
• Documenting things you have learned (Team exercise)

Objectives & Outcomes

At the end of this course students will be able to deal with the most commonly encountered Confluence administration tasks.

Pre-Requisites

• Basic knowledge of Window interfaces (including Windows command line interface)
• Atlassian Confluence Fundamentals

Module 1: Simple Confluence Macros

• Introduction to macros
• Text Formatting Macros
• Macros that define or add content
• Macros that include pre-existing content

Lab Exercise: Simple Confluence Macros

• Exploring the color, quote, code and panel macros
• Exploring more macros

Module 2: Advanced Confluence Macros

• Studies the following advanced macros:
• blog-posts
• bookmarks
• sql
• chart
• children
• gallery
• html-include
• html
• jiraissues
• jiraportlet
• pagetree
• recently-updated
• rss
• tasklist
• NEW for v4.0 - Status
• NEW for v4.0 - Expand
• NEW for v4.0 - Profile Picture

Lab Exercise: Advanced Confluence Macros

• sql and chart macros
• The blog-posts, gallery and tasklist macros

Module 3: The Plugin Repository

• Understanding the Plugin Repository
• Updating and Installing Plugins
• Configuring the plugin repository

Lab Exercise: Plugins

• Enabling a plugin
• Disabling a plugin
• Configuring a plugin
• Installing a plugin
• Removing a plugin
• Updating a plugin
• Viewing Plugins

Module 4: Attachments and File Management

• Attaching Files
• File Versioning
• Viewing attachments
• The Attachments Macro
• Editing Attachments

Lab Exercise: Attachments and File Management

Module 5: Advanced Space Usage

• Importing and exporting spaces
• Mail accounts
• Mailbox import
• Layout
• Import pages from disk

Lab Exercise: Advanced Space Usage

• Creating and using a Mail Account
• Creating a Stylesheet for the Space
• Export the Workshops Space

Module 6: Keeping the System Running

• Configuration
• General Configuration
• Referrers
• Shortcut Links
• WebDAV
• Global templates
• PDF language support
• Administration
• Indexing
• Mail queue
• Cache statistics
• Global activity
• License Details

Lab Exercise: Keeping the System Running

• Exploring General Configuration Settings
• Setting Default Space Content

Objectives & Outcomes

At the end of this course students will be able to deal with the most commonly encountered Confluence administration tasks.

Pre-Requisites

• Basic knowledge of Windows interfaces (including Windows command line interface)
• Atlassian Confluence Advanced

Module 1: Introduction

• Course introduction
• Confluence architecture
• Confluence distributions
• OS differences
• Supported databases
• Dependencies

Lab Exercise: Introduction

• Uninstall existing Confluence installation
• Uninstall Apache

Module 2: Installing Confluence JDK and DB

• Preparation for Standalone (Tomcat) install:
• Installing JDK on Windows and RHEL5
• Installing MySQL/PostgresSQL on Windows and RHEL5
• Setting up MySQL/PostgresSQL databases for Confluence

Lab Exercise: Installing Confluence JDK and DB

• Uninstall and Reinstall JDK
• Install Postgres and create Confluence database in Postgres
• Create Confluence database in MySQL

Module 3: Installing Confluence - Application

• Manual standalone (Tomcat) install
• Windows standalone installer
• OS and database differences
• Confluence WAR / EAR
• Security considerations

Lab Exercise: Installing Confluence - Application

• Install evaluation version of Confluence using Windows installer
• Install Confluence Standalone on top of Postgres
• Install Confluence Standalone on top of MySQL

Module 4: Post Installation Tasks

• Apache install
• Reverse proxy setup
• Configure mail server
• Daily backup administration
• Attachment storage configuration
• Default space content configuration
• Modifying the look and feel
• Licensing

Lab Exercise: Post Installation Tasks

• Install Apache web server
• Tidy up Confluence warnings
• Place Confluence Behind Apache Web Server
• Setting up the site

Module 5: Setting Up Users and Permissions

• Users and permissions
• Captcha login
• Manage users
• Manage groups
• Global permissions

Lab Exercise: Setting Up Users and Permissions

• Setting up and using Captcha
• Adding Users, Groups and Setting Up Permissions

Module 6: Backup and Recovery

• Introduction
• XML Vs DB Backups
• XML Backup and Restore
• DB Backup and Restore

Lab Exercise: Backup and Recovery

• Backup and restore using XML file
• Backup and restore using MySQL database

Module 7: Upgrades and Migration

• Upgrading Confluence
• Creating a test server on same OS
• Creating a test server on different OS
• Migration to new database

Lab Exercise: Upgrades and Migration

• Upgrading Confluence MySQL install