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gitlab-org--gitlab-foss/doc/user/project/integrations/jira.md
Victor Wu f6dccf0ff8 Jira integ docs
2017-06-16 06:56:39 +00:00

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GitLab JIRA integration

GitLab can be configured to interact with JIRA. Configuration happens via user name and password. Connecting to a JIRA server via CAS is not possible.

Each project can be configured to connect to a different JIRA instance, see the configuration section. If you have one JIRA instance you can pre-fill the settings page with a default template. To configure the template see the Services Templates document.

Once the project is connected to JIRA, you can reference and close the issues in JIRA directly from GitLab.

Configuration

In order to enable the JIRA service in GitLab, you need to first configure the project in JIRA and then enter the correct values in GitLab.

Configuring JIRA

We need to create a user in JIRA which will have access to all projects that need to integrate with GitLab. Login to your JIRA instance as admin and under Administration go to User Management and create a new user.

As an example, we'll create a user named gitlab and add it to JIRA-developers group.

It is important that the user GitLab has write-access to projects in JIRA

We have split this stage in steps so it is easier to follow.

  1. Login to your JIRA instance as an administrator and under Administration go to User Management to create a new user.

    JIRA user management link

  2. 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. Note: JIRA creates the username automatically by using the e-mail prefix. You can change it later if you want.

    JIRA create new user

  3. Now, let's create a gitlab-developers group which will have write access to projects in JIRA. Go to the Groups tab and select Create group.

    JIRA create new user

    Give it an optional description and hit Create group.

    jira create new group

  4. Give the newly-created group write access by going to Application access ➔ View configuration and adding the gitlab-developers group to JIRA Core.

    JIRA group access

  5. Add the gitlab user to the gitlab-developers group by going to Users ➔ GitLab user ➔ Add group and selecting the gitlab-developers group from the dropdown menu. Notice that the group says Access which is what we aim for.

    JIRA add user to group

The JIRA configuration is over. Write down the new JIRA username and its password as they will be needed when configuring GitLab in the next section.

Configuring GitLab

Notes:

  • The currently supported JIRA versions are v6.x and v7.x.. GitLab 7.8 or higher is required.
  • GitLab 8.14 introduced a new way to integrate with JIRA which greatly simplified the configuration options you have to enter. If you are using an older version, follow this documentation.

To enable JIRA integration in a project, navigate to the Integrations page, click the JIRA service, and fill in the required details on the page as described in the table below.

Field Description
Web URL The base URL to the JIRA instance web interface which is being linked to this GitLab project. E.g., https://jira.example.com.
JIRA API URL The base URL to the JIRA instance API. E.g., https://jira-api.example.com. This is optional. If not entered, the Web URL value be used.
Project key Put a JIRA project key (in uppercase), e.g. MARS in this field. This is only for testing the configuration settings. JIRA integration in GitLab works with all JIRA projects in your JIRA instance. This field will be removed in a future release.
Username The user name created in configuring JIRA step.
Password The password of the user created in configuring JIRA step.
JIRA issue transition This is the ID of a transition that moves issues to a closed state. You can find this number under JIRA workflow administration (see screenshot). Closing JIRA issues via commits or Merge Requests won't work if you don't set the ID correctly.

After saving the configuration, your GitLab project will be able to interact with all JIRA projects in your JIRA instance.

JIRA service page

JIRA issues

By now you should have configured JIRA and enabled the JIRA service in GitLab. If everything is set up correctly you should be able to reference and close JIRA issues by just mentioning their ID in GitLab commits and merge requests.

Referencing JIRA Issues

When GitLab project has JIRA issue tracker configured and enabled, mentioning JIRA issue in GitLab will automatically add a comment in JIRA issue with the link back to GitLab. This means that in comments in merge requests and commits referencing an issue, e.g., PROJECT-7, will add a comment in JIRA issue in the format:

USER mentioned this issue in RESOURCE_NAME of [PROJECT_NAME|LINK_TO_COMMENT]:
ENTITY_TITLE
  • USER A user that mentioned the issue. This is the link to the user profile in GitLab.
  • LINK_TO_THE_COMMENT Link to the origin of mention with a name of the entity where JIRA issue was mentioned.
  • RESOURCE_NAME Kind of resource which referenced the issue. Can be a commit or merge request.
  • PROJECT_NAME GitLab project name.
  • ENTITY_TITLE Merge request title or commit message first line.

example of mentioning or closing the JIRA issue

Closing JIRA Issues

JIRA issues can be closed directly from GitLab by using trigger words in commits and merge requests. When a commit which contains the trigger word followed by the JIRA issue ID in the commit message is pushed, GitLab will add a comment in the mentioned JIRA issue and immediately close it (provided the transition ID was set up correctly).

There are currently three trigger words, and you can use either one to achieve the same goal:

  • Resolves PROJECT-1
  • Closes PROJECT-1
  • Fixes PROJECT-1

where PROJECT-1 is the issue ID of the JIRA project.

Note:

  • Only commits and merges into the project's default branch (usually master) will close an issue in Jira. You can change your projects default branch under project settings.

JIRA issue closing example

Let's consider the following example:

  1. For the project named PROJECT in JIRA, we implemented a new feature and created a merge request in GitLab.
  2. This feature was requested in JIRA issue PROJECT-7 and the merge request in GitLab contains the improvement
  3. In the merge request description we use the issue closing trigger Closes PROJECT-7.
  4. Once the merge request is merged, the JIRA issue will be automatically closed with a comment and an associated link to the commit that resolved the issue.

In the following screenshot you can see what the link references to the JIRA issue look like.

A Git commit that causes the JIRA issue to be closed

Once this merge request is merged, the JIRA issue will be automatically closed with a link to the commit that resolved the issue.

The GitLab integration closes JIRA issue

The GitLab integration creates a comment and a link on JIRA issue.

Troubleshooting

If things don't work as expected that's usually because you have configured incorrectly the JIRA-GitLab integration.

GitLab is unable to comment on a ticket

Make sure that the user you set up for GitLab to communicate with JIRA has the correct access permission to post comments on a ticket and to also transition the ticket, if you'd like GitLab to also take care of closing them. JIRA issue references and update comments will not work if the GitLab issue tracker is disabled.

GitLab is unable to close a ticket

Make sure the Transition ID you set within the JIRA settings matches the one your project needs to close a ticket.