gitlab-org--gitlab-foss/doc/user/project/integrations/jira.md
2018-10-02 19:45:21 +00:00

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GitLab Jira integration

GitLab Issues are a powerful tool for discussing ideas and planning and tracking work. However, many organizations have been using Jira for these purposes and have extensive data and business processes built into it.

While you can always migrate content and process from Jira to GitLab Issues, you can also opt to continue using Jira and use it together with GitLab through our integration.

Once you integrate your GitLab project with your Jira instance, you can automatically detect and cross-reference activity between the GitLab project and any of your projects in Jira. This includes the ability to close or transition Jira issues when the work is completed in GitLab.

Here's how the integration responds when you take the following actions in GitLab:

  • Mention a Jira issue ID in a commit message or MR (merge request).
    • GitLab hyperlinks to the Jira issue.
    • The Jira issue adds an issue link to the commit/MR in GitLab.
    • The Jira issue adds a comment reflecting the comment made in GitLab, the comment author, and a link to the commit/MR in GitLab.
  • Mention that a commit or MR 'closes', 'resolves', or 'fixes' a Jira issue ID. When the commit is made on master or the change is merged to master:
    • GitLab's merge request page displays a note that it "Closed" the Jira issue, with a link to the issue. (Note: Before the merge, an MR will display that it "Closes" the Jira issue.)
    • The Jira issue shows the activity and the Jira issue is closed, or otherwise transitioned.

You can also use Jira's Smart Commits directly from GitLab, as covered in the article How and why to integrate GitLab with Jira.

Configuration

Each GitLab project can be configured to connect to an entire Jira instance. That means one GitLab project can interact with all Jira projects in that instance, once configured. Therefore, you will not have to explicitly associate a GitLab project with any single Jira project.

If you have one Jira instance, you can pre-fill the settings page with a default template. See the Services Templates docs.

Configuration happens via user name and password. Connecting to a Jira server via CAS is not possible.

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 the 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. Log in 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 needed. Our integration does not support SSO (such as SAML). You will need to create an HTTP basic authentication password. You can do this by visiting the user profile, looking up the username, and setting a password.

    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 click Create group.

    Jira create new group

  4. To give the newly-created group 'write' access, go to Application access ➔ View configuration and add 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 intended as part of this process.

    Jira add user to group

The Jira configuration is complete. 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.
  • In order to support Oracle's Access Manager, GitLab will send additional cookies to enable Basic Auth. The cookie being added to each request is OBBasicAuth with a value of fromDialog.

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. Web URL value will be used if not set. E.g., https://jira-api.example.com.
Username The user name created in configuring Jira step. Using the email address will cause 401 unauthorized.
Password The password of the user created in configuring Jira step.
Transition ID This is the ID of a transition that moves issues to the desired state. It is possible to insert transition ids separated by , or ; which means the issue will be moved to each state after another using the given order. Closing Jira issues via commits or Merge Requests won't work if you don't set the ID correctly.

Obtaining a transition ID

In the most recent Jira user interface, you can no longer see transition IDs in the workflow administration UI. You can get the ID you need in either of the following ways:

  1. By using the API, with a request like https://yourcompany.atlassian.net/rest/api/2/issue/ISSUE-123/transitions using an issue that is in the appropriate "open" state
  2. By mousing over the link for the transition you want and looking for the "action" parameter in the URL

Note that the transition ID may vary between workflows (e.g., bug vs. story), even if the status you are changing to is the same.

After saving the configuration, your GitLab project will be able to interact with all Jira projects in your Jira instance and you'll see the Jira link on the GitLab project pages that takes you to the appropriate Jira project.

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.

Notes:

  • 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.
  • The Jira issue will not be transitioned if it has a resolution.

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 these features do not work as expected, it is likely due to a problem with the way the integration settings were configured.

GitLab is unable to comment on a Jira issue

Make sure that the Jira user you set up for the integration has the correct access permission to post comments on a Jira issue and also to transition the issue, if you'd like GitLab to also be able to do so. Jira issue references and update comments will not work if the GitLab issue tracker is disabled.

GitLab is unable to close a Jira issue

Make sure the Transition ID you set within the Jira settings matches the one your project needs to close an issue.

Make sure that the Jira issue is not already marked as resolved; that is, the Jira issue resolution field is not set. (It should not be struck through in Jira lists.)

CAPTCHA

CAPTCHA may be triggered after several consecutive failed login attempts which may lead to a 401 unauthorized error when testing your Jira integration. If CAPTCHA has been triggered, you will not be able to use Jira's REST API to authenticate with the Jira site. You will need to log in to your Jira instance and complete the CAPTCHA.