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How to Install JIRA and Create New Project

August 4, 2017 Jira Tutorial
Install Jira, Create Project in Jira, Jira installation

JIRA is a popular defect tracking and project management tool which is used by different software development projects. JIRA provides a number of distinct advantages and helps team members, product owners, and project managers to carefully track the proceedings of the project. But in order to reap the complete benefit of JIRA, you have to install and deploy it on a server. In this post, we would talk about the different ways to install JIRA on Windows and Linux machines. Also to give you started with using JIRA, we would list down the different steps to create a new project in JIRA. Read on and find out how.

Topics under Complete JIRA Tutorial Series

  • How to Install JIRA and Create New Project
  • Introduction to JIRA and its necessity
  • Creating and Handling Issues in JIRA
  • Different ways to Search Issues in JIRA
  • How to Manage Boards and Workflows in JIRA
  • Generating Reports in JIRA

Things you must know before Install JIRA

Before you jump right in with the installation process, you must be aware of some features and limitation associated with setting up JIRA.

  • JIRA installation is not supported on OSX or Mac OS.
  • Install Jira comes with includes Java (JRE) and Tomcat, so you need not install them separately.
  • If you want JIRA to start up automatically when the machine is started, you have to install JIRA as a service. To successfully install JIRA as a service, you must run the installer with administrative privileges.
  • If you don’t want to install JIRA as a service, you can start or stop JIRA by running “start-jira.bat” file in your JIRA installation directory. And every time you restart your server (where JIRA is installed), JIRA has to be started manually.
  • To run JIRA on server, an external database is required. You can use PostgreSQL, Oracle, MySQL, or SQL Server as database.
  • And most important of all, you would require a JIRA application license to reap the full benefits of JIRA. You can enjoy a free trial version but for a limited period. You can check the different pricing options on their website.

Install JIRA on Windows

You can follow the following steps to successfully install JIRA on your Windows system.

  • Navigate to “https://www.atlassian.com/software/jira/download” and download the latest JIRA version for Windows system.
  • To get the best experience, make sure that you log into the system as an admin user. Once you have logged in, run the installer by simply double clicking on it.
  • Once the installation starts, you would be asked to specify the destination directory where JIRA would be installed. You can either go to the default directory or specify any custom location.

Figure 1: Path for install JIRA

  • In the Home Directory screen, you would be shown the path where the logs, search indexes, and files will be stored.
  • Next, the default TCP port would be displayed, which would be the control and connector port. It is recommended to go for the default port. You can, however, change the port, in case any other application is already running on the same port.
  • Now that the port has been specified, you would be asked whether you would like to install JIRA as a service. If you haven’t run the installer package as an administrator, then this option won’t be available.
  • Once the above steps are completed, the JIRA application would start up in your browser.

Install JIRA on Linux

In case you want to install JIRA on a Linux server, you must follow the following steps.

  • Navigate to “https://www.atlassian.com/software/jira/download” and download the latest JIRA version for Linux server.
  • The next step would be to make the installer executable. In order to do so, switch to the directory where you downloaded the installer, and execute this command

$ chmod a+x atlassian-jira-software-X.X.X-x64.bin

“jira-software.X.X.X ” being the JIRA version you downloaded.

  • Run the installer using sudo.

                $ sudo ./atlassian-jira-software-X.X.X-x64.bin

  • You can even choose to run the installer with root user privileges.
  • When the installation starts, you would be prompted to modify the way the JIRA package is being installed. You can opt for custom installation to gain most control over the installation process.
  • You can go to the default destination directory or provide a custom location.
  • The home directory would store various JIRA data like logs, search indexes, and files.
  • Next, the default TCP port would be displayed, which would be the control and connector port. It is recommended to go for the default port. You can, however, change the port, in case any other application is already running on the same port.

Figure 2: Specify port for accessing JIRA

  • You can install JIRA as a service only if you ran the installer as sudo. Else this option won’t be available.
  • Once the above steps are completed, the JIRA application would start up in your browser at “http://localhost:8080”. If you have mentioned a custom port number you have to specify it, to access JIRA.

Setting up JIRA

Now that you have installed JIRA on a server, it’s time to set up the tool and get it ready, so that your team members can start using them.

  • While setting up, choose to set up JIRA on your own. So, select “I’ll set it up myself”.
  • In order to connect to your database, choose ” My own database”, select the database type and then enter the details of your database. JIRA uses a standard JDBC database connection to connect to your database.
  • If you’re using Oracle or MySQL, download & extract the appropriate JDBC Drivers. Before continuing further with the setup wizard, drop the JAR file into your <confluence-installation>/lib folder.
  • In the setup wizard enter the driver class name, which is the Java class name for your database driver.
  • Then you have to mention the database URL (the JDBC URL for your database.
  • Then, you need to select a username and password which can be used by JIRA to access your database.
  • Next, you would be setting the application properties and providing your JIRA site a name. You can even choose whether you want your site to be private or accessible to anyone post sign up. However, you can change this setting later on.
  • Then you have to enter your base URL which would be the address people will use to access your JIRA site.
  • To activate JIRA, you have to enter your license key, which can be retrieved from “my.atlassian.com”.
  • You will also have to create an administrative JIRA account which would have all admin privileges. To create the account, you need to enter all required details. You can add more admin accounts after you have completed the setup.
  • To set up email notifications, you need to enter the details of your mail server. This will allow JIRA to send notifications to the assignee and watchers when new issues are created or any change are made.
  • Once the above steps are completed, you can start using JIRA. You can access the JIRA site by entering the base URL or IP address of the server along with the port number. For example, if “http://XYZ:<port>”, would be the JIRA site, “XYZ ” would be the IP address of the server or the base URL provided during installation.
  • Now all you need to do is, add and invite users and create a project to get started. We will talk about creating a project in the upcoming sections.

Creating new project in JIRA

JIRA projects are used to group different tickets together. Generally, different projects are added to JIRA and respective teams are assigned the permission to access them. Once a project is added, different configurations can be configured so that workflow, issue types, and screens can be modified according to the project’s specific needs. In this section we would talk about adding a new project, converting an existing project to another project type and to configure an existing project.

  • Creating a project
    • To create a project, select “Project” from the header and click “Create Project”. Follow the instructions to successfully create the project.
    • Once the project is created, you have to select the project type, i.e Default Project schema or Agile SCRUM project schema. Each of these project types would have a specific set of features, and you can opt for the feature type keeping in mind the features you want to use.
    • Every user with valid permission to access JIRA would be able to see all project, but access to these projects would be permission driven.
    • Next, you have to choose a project key which will be used as the prefix for the project’s issue keys (e.g. ‘TEST-100’). You should choose a key that is descriptive and easy to type.
    • Then you have to assign a project lead, a person who would manage the project. If only one user is present in JIRA, the project lead role would be assigned to that user by default.

Figure 3: Adding a new Project and specifying key

  • Converting an existing project
    • You might need to change the project type of an existing project, as the team size increases and the project requirement changes. So to convert an existing project.
    • Select settings icon and select the project that you would like to convert.
    • In the operations column select “Change project type” and opt for the project type you would prefer. The configurations wizard will help you with changing the project type.
    • Select Change project type in the Operations column of the project you want to change.
  • Configuring a project
    • Once you have created the project with the help of the steps mentioned above, you have to configure it.
    • First, you have to navigate to the administration page of the project by selecting your project.
    • Go to the project’s summary and click the Administration tab.
    • Use the tabs on the left to select the different project settings like Project details, Issue types, Workflows, Screens, Fields, Settings, Roles, Versions, Components, Permissions, Notifications and Development tools.

Conclusion

  • JIRA is a robust defect tracking and project management tool. In order to use JIRA, you must set it up on a Windows or Linux server and configure it.
  • Once JIRA is configured the next step would be to set up a new project so that you can invite team members to start creating tickets and using JIRA.
  • JIRA numerous handy features while creating a project and allows you to edit and configure them once it is set up.
  • In JIRA most features are permission driven which can be changed by the admin user, which is preferably the team lead.

 

About the author

arindam bandyopadhyay author

Arindam Bandyopadhyay is an automation tester with over 5 years of experience in software testing. While during the day he juggles between Eclipse and spreadsheets, at night he lets his fingers do the talking as he writes about anything and everything his paradoxical mind desires.

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