Upgrades and Admin at Scale: How to Become a Jira Admin Champion
Transcript of Upgrades and Admin at Scale: How to Become a Jira Admin Champion
Upgrades and Admin at ScaleHow to Become a Jira Admin Champion
RACHEL WRIGHT | AUTHOR | JIRA STRATEGY ADMIN WORKBOOK | @RLW_WWW
JOSEPHINE LEE | PRODUCT MANAGER | ATLASSIAN | [email protected]
Company 1: In a beautiful Jira garden
INTRODUCTION
Company 1: In a beautiful Jira garden Company 2: In the Jira swamp
INTRODUCTION
Company 1: In a beautiful Jira garden Company 2: In the Jira swamp Company 3: Stuck in the mud
INTRODUCTION
AgendaTop Jira Admin Mistakes
Jira Upgrade Tips
Workflow Assumptions
Workflow Diagram Editor
Default Post Function
Workflow Diagram Editor
Default Post Function
Workflow Assumptions
RESOLVED ≠ CLOSED
Default Workflow
Resolutions
Closed without
a Resolution
Temporary Post Function
Resolutions
Closed without
a Resolution
Temporary Post Function
ISSUE TYPES
100’s of Choices!
BULK CHANGES
Link Types
Clean-Up Checklist
Manually Verify
Run Integrity Checker
Run Support & Health Tools
Review Logs
Check API Apps
Be Ready to Respond
OWNERSHIP
Too Many Administrators
Ownership Checklist
Set Initial Configuration
Maintain the Application
Perform Upgrades
Ensure Stability
STANDARDS
Create Screen Help Link
TEST ENVIRONMENT
Announcement Banner
AgendaTop Jira Admin Mistakes
Jira Upgrade Tips
AgendaTop Jira Admin Mistakes
Jira Upgrade Tips
UPGRADE STAGES
Research
Stage 1
UPGRADE STAGES
ResearchReady your
instance
Stage 1 Stage 2
UPGRADE STAGES
ResearchReady your
instanceDo a test upgrade
Stage 1 Stage 2 Stage 3
UPGRADE STAGES
ResearchReady your
instanceExecution
Do a test upgrade
Stage 1 Stage 2 Stage 3 Stage 4
UPGRADE STAGES
Research Ready your instance
ExecutionDo a test upgrade
Stage 1 Stage 2 Stage 3 Stage 4
Research
Active License
Versions & Paths
Documentation
Methods
Tip #1 Make sure that you have an active license
Change to video
Active License
Versions & Paths
Documentation
Methods
Research Tip #1 Make sure that you have an active license
Change to video
Active License
Versions & Paths
Documentation
Methods
Research Tip #1 Make sure that you have an active license
my.atlassian.com
Active License
Versions & Paths
Documentation
Methods
Tip #2 Know which version to upgrade to
Research
Choosing a version
Top Features
Critical Bug Fixes Top Features
Choosing a version
Critical Bug Fixes Supported Platforms Top Features
Choosing a version
Critical Bug Fixes Supported Platforms Operating systems,
databases, Java platforms, LDAP engines, etc.
Top Features
Choosing a version
Active License
Documentation
Methods
Tip #2 Know which upgrade path to take
Versions & Paths
Research
Active License
Documentation
Methods
Tip #2 Know which upgrade path to take
Versions & Paths
Research
Jira 6.2 Jira 7.4
Active License
Documentation
Methods
Tip #2 Know which upgrade path to take
Versions & Paths
Research
Jira 6.2 Jira 7.4Jira 7.0
Active License
Documentation
Methods
Tip #2 Know which version and upgrade path to take
Versions & Paths
Research
bit.ly/upgradematrix
Active License
Documentation
Methods
Tip #2 Know which version and upgrade path to take
Versions & Paths
Research
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3
UPGRADE NOTES
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
UPGRADE NOTES
Active License
Documentation
Methods
Tip #3 Read the upgrade notes and release notes
Versions & Paths
Research
Jira Software 7.2 Jira Software 7.4
Jira Software 7.2 Jira Software 7.4Jira Software 7.3
UPGRADE NOTES
RELEASE NOTES
UPGRADE NOTES
RELEASE NOTES
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
Research
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
Rapid Upgrade
Same OS and DB
Research
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
Rapid Upgrade Manual Upgrade
Changing OS or DB
Research
Same OS and DB
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
Rapid Upgrade Upgrading with a FallbackManual Upgrade
Changing OS or DB
Mission-critical Jira, mitigate
downtime
Research
Same OS and DB
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
Research
Data Center
Active License
Documentation
Methods
Tip #4 Know which upgrade method to take
Versions & Paths
bit.ly/upgrademethod
Research
Rapid Upgrade Upgrading with a FallbackManual Upgrade
Changing OS or DB
Mission-critical Jira, mitigate
downtime
Same OS and DB
UPGRADE STAGES
Research Ready your instance
ExecutionDo a test upgrade
Stage 1 Stage 2 Stage 3 Stage 4
UPGRADE STAGES
ResearchReady your
instance ExecutionDo a test upgrade
Stage 1 Stage 2 Stage 3 Stage 4
Ready Instance
Environment Changes
Instance Health
Check Add-ons
Tip #5 Check if there are any environment changes needed
Changes could include Providing more memory, adjusting reverse proxy settings, etc.
Environment Changes
Instance Health
Check Add-ons
Ready Instance
Check these in the Upgrade Notes
Tip #5 Check if there are any environment changes needed
Environment Changes
Instance Health
Check Add-ons
Tip #6 Run an Instance Health Check
Ready Instance
Environment Changes
Instance Health
Check Add-ons
Tip #7 Check your add-on compatibility
Ready Instance
Environment Changes
Instance Health
Check Add-ons
Tip #7 Check your add-on compatibility
Ready Instance
Follow API Changes developer.atlassian.com
Early Access Program bit.ly/jiraearlyaccess
Turn Custom Add-ons Off Turn them on one by one
Bonus Tip: Custom Add-ons
Follow API Changes developer.atlassian.com
Early Access Program bit.ly/jiraearlyaccess
Turn Custom Add-ons Off Turn them on one by one
Bonus Tip: Custom Add-ons
Follow API Changes developer.atlassian.com
Early Access Program bit.ly/jiraearlyaccess
Turn Custom Add-ons Off Turn them on one by one
Bonus Tip: Custom Add-ons
Environment Changes
Instance Health
Check Add-ons
Tip #7 Check your add-on compatibility
bit.ly/checkaddons
Ready Instance
UPGRADE STAGES
ResearchReady your
instance ExecutionDo a test upgrade
Stage 1 Stage 2 Stage 3 Stage 4
UPGRADE STAGES
ResearchReady your
instanceDo a test upgrade Execution
Stage 1 Stage 2 Stage 3 Stage 4
Test Upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Tip #8 Set up your staging environment
Environment Reverse proxies, SSL
configuration, or load balancer
Staging Environment
Environment Reverse proxies, SSL
configuration, or load balancer
Database Backup, install,
restore
Staging Environment
Environment Reverse proxies, SSL
configuration, or load balancer
Database Backup, install,
restore
Jira Copy Jira and point to staging, disable email notifications
Staging Environment
Environment Reverse proxies, SSL
configuration, or load balancer
Database Backup, install,
restore
Jira Copy Jira and point to staging, disable email notifications
Extras User Management,
Applinks
Staging Environment
Staging Environment
Upgrade Write-Up
User Testing
Communications
Tip #8 Set up your staging environment
bit.ly/stagingenvironment
Test Upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Tip #9 Write up notes as you do a test upgrade
Test Upgrade
Any notes, questions, comments from your test upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Test Upgrade Tip #9
Write up notes as you do a test upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
bit.ly/upgradechecklist
Test Upgrade Tip #9
Write up notes as you do a test upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Tip #10 Have end users do User Acceptance Testing
Test Upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Test Usual workflows, different teams, varying Jira functionality
Test Upgrade Tip #10
Have end users do User Acceptance Testing
Staging Environment
Upgrade Write-Up
User Testing
Communications
Tip #11 Have a communication plan ready
Test Upgrade
Staging Environment
Upgrade Write-Up
User Testing
Communications
Jira Software Upgrade Planned for 03/03/2017 at 22:00:00 UTC
We expect Jira to be down for 4 hours
Contact Nick Jones at [email protected] with any questions
Test Upgrade Tip #11
Have a communication plan ready
Staging Environment
Upgrade Write-Up
User Testing
Communications
Channels Jira Announcement Banner, email, internal chat, physical communications, etc.
Test Upgrade Tip #11
Have a communication plan ready
UPGRADE STAGES
ResearchReady your
instanceDo a test upgrade Execution
Stage 1 Stage 2 Stage 3 Stage 4
UPGRADE STAGES
ResearchReady your
instanceDo a test upgrade Execution
Stage 1 Stage 2 Stage 3 Stage 4
Tip #12 Back up your instance data
Execution
Make sure you’ve backed up the latest changes!
Backup Data
Testing &Communications
Upgrade
Jira’s XML Backup Utility
Execution
Native DB Backup Tools
Tip #12 Back up your instance data
Backup Data
Testing &Communications
Upgrade
Jira’s XML Backup Utility
Execution
Moving and migrating small instances
Native DB Backup Tools
Tip #12 Back up your instance data
Backup Data
Testing &Communications
Upgrade
Jira’s XML Backup Utility
Native DB Backup Tools
Moving and migrating small instances
Stability at scale
Execution Tip #12 Back up your instance data
Backup Data
Testing &Communications
Upgrade
Tip #13 Use your test upgrade notes
Execution
Backup Data
Testing &Communications
Upgrade
Tip #14 Run user acceptance testing and rollout communications
Execution
Backup Data
Testing &Communications
Upgrade
Tip #14 Run user acceptance testing and rollout communications
Jira Software was Upgraded!
To check out the new features, click here
Contact Nick Jones at [email protected] with any questions
Execution
Backup Data
Testing &Communications
Upgrade
UPGRADE STAGES
ResearchReady your
instanceDo a test upgrade Execution
Stage 1 Stage 2 Stage 3 Stage 4
REFERENCES
my.atlassian.com bit.ly/upgradematrix
bit.ly/upgrademethod developer.atlassian.com bit.ly/jiraearlyaccess bit.ly/checkaddons bit.ly/stagingenvironment bit.ly/upgradechecklist
Check your license status Choose Jira version, upgrade path, links to release notes Check your upgrade method Follow our API changes Jira Software Early Access Program Checking your add-on compatibility Setting up your staging environment Handy Jira upgrade checklist
REFERENCES
bit.ly/jiraupgradetips
Best practices guide for upgrading Jira Software Server
REFERENCES
www.jirastrategy.com/champion
Top Jira Mistakes
Presentation notes and 12 additional mistakes to avoid
REFERENCES
Book Q&A
Community Lounge
Jira Admin Champion
Jira Admin Champion Remove Clutter
Jira Admin Champion Remove Clutter
Avoid Over-Customization
Jira Admin Champion Remove Clutter
Avoid Over-Customization
Upgrade Often
Thank you!
RACHEL WRIGHT | AUTHOR | JIRA STRATEGY ADMIN WORKBOOK | @RLW_WWW
JOSEPHINE LEE | PRODUCT MANAGER | ATLASSIAN | [email protected]