This page last changed on Jun 22, 2011 by smaddox.


Beware, all ye who enter, for here there be dragons. You are embarking on stage 1 of the Atlassian Dragon Quest.

In this stage, you will install Java and a database (PostgreSQL) to hold the data for your Atlassian applications. Then you will configure some JIRA options, and create a project and dashboard for use in the subsequent stages of this integration procedure.

This procedure assumes that you already have JIRA installed. If you do not yet have JIRA, please ignore this page and start at Here Be Dragons instead.

Time estimate: This stage will take approximately 60 minutes.

On this page:

Step 1. Check your Java Development Kit

Requirements: Oracle JDK 1.6 or higher. Note that the JRE alone is not enough.

If you do not have the right version of the Java Development Kit (JDK) already installed, follow the steps below to get it.

  1. Download the Oracle Java SE Development Kit (JDK).
    • Get the latest version of the JDK 1.6, at least version 6u23 or later.
    • If you are running 64-bit Windows, please ensure that you use 32-bit JDK and not the 'x64' JDK.
  2. Follow the Oracle installation instructions.
  3. Make sure you have a JAVA_HOME environment variable pointing to the root directory of the JDK. Some JDK installers set this automatically.
    • Check by typing one of the following into a command window, depending on your operating system.
      • On Windows: echo %JAVA_HOME%
      • On Linux or UNIX: echo $JAVA_HOME
    • If the above command does not show you the path to your JDK, please refer to the Crowd instructions on setting JAVA_HOME.

Step 2: Install your PostgreSQL Database Server

Below are the instructions for installing and setting up a PostgreSQL database server. If your JIRA installation is already using a different supported database server and you have a good technical knowledge of that server, you can choose to use that database for your other applications too. However, for the purposes of this integrated setup exercise we do recommend PostgreSQL. Note that you will need the database server to hold the data for the other Atlassian applications that you will set up in later stages of this integration exercise.

Requirements: PostgreSQL version 8.4.x.

  1. Download PostgreSQL – Get the latest 8.4.x. For the simplest installation, choose one of the one-click installers.
  2. Install PostgreSQL. If you chose one of the PostgreSQL one-click installers, this is simple: Run the executable that you downloaded and follow the prompts. Ensure that you choose UTF8 (unicode) encoding when selecting the locale. If necessary, you can refer to the PostgreSQL installation instructions.
  3. Enter a password for the super user ('postgres').
  4. Accept the default port 5432.
  5. Accept all the other default settings.
  6. Download the PostgreSQL 8.4.x JDBC driver from http://jdbc.postgresql.org/download.html and save it locally for later use. Here is a direct link to the required JAR file: JDBC4 Postgresql Driver, Version 8.4-702.
    Note: Internet Explorer may rename the file extension from '.jar' to '.zip' when you download it. If you are using Internet Explorer, please rename the file so that it has a '.jar' extension after downloading it.

Step 3. Optional: Create your JIRA Database in PostgreSQL

Below are the instructions for creating a JIRA database in a PostgreSQL database server.

  • If your JIRA installation is already using a different supported database server and you have a good technical knowledge of that server, you can choose to stick with that server and skip this step.
  • If your JIRA installation is using the default HSQLDB, supplied with JIRA for evaluation purposes, you will need to migrate to another database before using JIRA in a production environment. Please follow the instructions on migrating your JIRA data to an external database.

Now you will create a database where the Atlassian JIRA application will store its data, and the user that JIRA will use to connect to the database. We are assuming that you have already created your PostgreSQL database server in a previous step.

We are using pgAdmin III, the administration user interface supplied with PostgreSQL. If you used the one-click installer when installing PostgreSQL, pgAdmin III will be already installed on your computer.

  1. Start pgAdmin III.
  2. Add a new login role called 'jirauser':
    • Right-click 'Login Roles' and select 'New Login Role'.
    • Enter the role 'Role name': jirauser.
    • Enter a 'Password' and enter it again to confirm it.
    • Click the 'Role privileges' tab.
    • Select 'Can create database objects'.
    • Select 'Can create roles'.
    • Click 'OK' to create the user.
  3. Add a new database called 'jira':
    • Right-click 'Databases' and select 'New Database'.
    • Enter the database 'Name': jira.
    • Select the 'Owner': jirauser.
    • Click 'OK' to create the database.

Alternatively, If you are on UNIX and do not have pgAdmin III, you can use the command line interface instead. Assuming that you are using the default installation directory of /opt/PostgreSQL/8.4/bin/, enter the following commands:

sudo -s -H -u postgres
# Create the JIRA user:
/opt/PostgreSQL/8.4/bin/createuser -S -d -r -P -E jirauser
# Create the JIRA database:
/opt/PostgreSQL/8.4/bin/createdb --owner jirauser --encoding utf8 jira
exit

Screenshot 1 (click to enlarge): JIRA database and user in PostgreSQL

Step 4. Upgrade JIRA If Necessary

Requirements: JIRA 4.3.4.

  1. Check your version of JIRA.
  2. If you do not have JIRA 4.3.4 or later, follow the instructions on upgrading to JIRA 4.3.3.

Problems? Please raise a support ticket for the product you're stuck on, see answers from the community, or search the forum of past dragon slayers.
Victory? Please continue.

Step 5. Configure JIRA Options

In this step you will enable some JIRA features that are required for the later stages in this integration procedure.

  1. Log in to JIRA with an administrator account.
  2. Create a new administrator account for Charlie of Atlassian:
    • Click 'Administration' in JIRA's top navigation bar.
    • The 'Projects' administration screen will appear. Click 'User Browser' in the left-hand panel.
    • The 'User Browser' screen will appear. Click 'Add User'.
    • The 'Create New User' screen will appear. Enter the following information:
      • Username: charlie.
      • Password – Enter a password for the administrator account and enter it again to confirm it.
      • Full name: Charlie of Atlassian.
      • Email address – We recommend that you give your own email address here.
      • Send Password Email – Untick this checkbox.
    • Click 'Create'.
    • Now you will add Charlie to the 'jira-administrators' group. Click 'Group Browser' in the left-hand panel.
    • Click the 'jira-administrators' group.
    • Click 'Edit Members'.
    • Select 'charlie' in the list under 'Join'.
    • Click 'Join'.
  3. Check JIRA's base URL:
    • Click 'General Configuration' in the left-hand panel.
    • Change the 'Base URL' if necessary. It must contain the full website address at which JIRA is running, not just 'localhost'. For example, if your computer name is 'coopers' then the base URL should be: http://coopers:8080. Or specify a website address, such as http://www.foobar.com:8080.
  4. Check the following configurations and update them if necessary:
    1. Turn on the public API and allow unassigned issues:
      • Click 'Administration' in the top navigation bar.
      • Click 'General Configuration' in the left-hand panel (in the 'Global Settings' section).
      • Enter your password as prompted, to confirm that you want administrator access. (Note that the Atlassian applications will request this confirmation at various steps in the process. This guide will not mention this step again.)
      • Click 'Edit Configuration'.
      • Select the 'ON' radio button next to 'Allow unassigned issues'.
      • Select the 'ON' radio button next to 'Accept remote API calls'.
      • Click 'Update'.
    2. Add the groups that you will need later for Confluence and Bamboo:
      • Click 'Group Browser' in the left-hand panel (under 'Users, Groups & Roles').
      • Use the 'Add Group' panel on the right to add the following groups:
        • confluence-users
        • confluence-administrators
        • bamboo-admin
    3. Make Charlie of Atlassian a user and administrator in Confluence and Bamboo by adding him to the relevant groups:
      • Click 'Bulk Edit Group Members*'.
      • In the left-hand box, select the three groups:
        • confluence-users
        • confluence-administrators
        • bamboo-admin
      • In the right-hand box under 'Add members to selected group(s)', enter the username charlie.
      • Click 'Join'. Charlie's name will appear in the middle box as a group member of the selected groups.

Problems? Please raise a support ticket for the product you're stuck on, see answers from the community, or search the forum of past dragon slayers.
Victory? Please continue.

Step 6. Set up a Project and Create your JIRA Dashboard

In this step you will create some data in JIRA, including a project and an issue, for use in the subsequent stages of this integration procedure. Then you will create your own JIRA dashboard with a couple of gadgets.

  1. Create a project in JIRA:
    • Click 'Administration' in the top navigation bar.
    • Click 'Projects' in the left-hand panel, then click 'Add Project'.
    • Enter the following information:
      • Name: Dragons.
      • Key: DRA.
      • Project Lead: charlie.
      • Description: Atlassian Dragon Quest.
    • Leave the rest of the fields with their default values. Click 'Add'.
  2. Add two versions (1.0 and 2.0):
    • Click 'Manage versions'.
    • Enter the following information then click 'Add':
      • Version Name: 1.0.
      • Description: Version 1.0.
    • Follow the same steps to add Version 2.0.
  3. Add an issue to your project:
    • Click 'Create Issue' at top right of the screen, select the following options then click 'Create':
      • Project: Dragons.
      • Issue Type: Bug.
    • Enter the following information about your new issue then click 'Create':
      • Summary: Dragon slayer's equipment is defective
      • Affects Version/s: 1.0.
      • Assignee: Charlie of Atlassian – Click 'Assign to me'.
      • Description: There's a hole in the dragon slayer's water bucket.
      • Original Estimate: 1d.
    • You now have an issue with a key of 'DRA-1'.
  4. Create a new dashboard for all your dragon-related tasks, issues and general fire fighting:
    • Click 'Dashboards' at top left of your JIRA screen.
    • Click 'Tools' at top right of the screen, then 'Create Dashboard'.
    • The 'Create New Dashboard' screen will appear. Enter the following information:
      • Name: Dragon Development Dashboard.
      • Description: A dashboard for dragon slayers, fire fighters and like-minded brave souls.
    • Leave the other fields at their default values and click the 'Add' button at the bottom of the 'Create New Dashboard' screen (not the one next to 'Add Shares').
  5. You now have a new, empty dashboard. Add the 'Projects' gadget to the dashboard:
    • Click 'Add Gadget'.
    • The 'Gadget Directory' will appear, showing a list of the available gadgets for your JIRA dashboard. Enter 'projects' into the search box at top right of the gadget directory.
    • The list of gadgets will change, to show only the gadgets that match your search term. Find the 'Projects' gadget and click 'Add it Now'. The gadget will be highlighted for a short time and the button's wording will change to 'Adding', while JIRA adds the gadget to the dashboard.
  6. Find and add the 'Assigned To Me' gadget in the same way.
  7. Click 'Finished' to go back to your dashboard.
  8. Drag the 'Assigned to Me' gadget to the top right of your dashboard:
    • Move your mouse pointer over the gadget's blue title bar.
    • The cursor icon will change to a four-pointed arrow (or a hand). Click the gadget title bar with the left mouse button then drag the gadget to the right. Drop it in the space labelled 'Drag your gadget here.'
  9. Configure the 'Assigned to Me' gadget to point to your 'Dragons' project:
    • Refresh the dashboard, if necessary, to show the 'Number of Results' and other configuration fields in the gadget.
    • Leave the default values as configured for 'Number of Results' and 'Columns to display'.
    • Click the dropdown arrow next to 'Refresh Interval' and select 'Every 15 Minutes'.
    • Click 'Save'.
  10. Configure the 'Projects' gadget:
    • Leave the default values as configured for 'Projects', 'View' and 'Number of Columns'.
    • Click the dropdown arrow next to 'Refresh Interval' and select 'Every 15 Minutes'.
    • Click 'Save'.

Problems? Please raise a support ticket for the product you're stuck on, see answers from the community, or search the forum of past dragon slayers.
Victory? Please continue.

Victory!

You can now see your project dashboard with 2 gadgets on it! The 'Projects' gadget shows the project lead Charlie of Atlassian. The 'Assigned to Me' gadget shows the single DRA-1 issue assigned to Charlie.

Screenshot 3 (click to enlarge): JIRA dashboard with 2 gadgets

Problems? Please raise a support ticket for the product you're stuck on, see answers from the community, or search the forum of past dragon slayers.
Victory? Please continue.

Take a Bow and Move to the Next Stage
Document generated by Confluence on Jun 22, 2011 21:05