Introduction
This is the fourth exercise of the Basic Level. The main goal of this exercise is to give you an idea of how to set up and manage Xporter for Jira Permission Schemes.
Permission schemes enable administrators to define which Projects, Issue Types, User Roles, and Groups will be allowed to use Xporter for Jira, as well as manage the templates used on each of those available Issue Types.
For more information, please check our documentation here.
In order to perform the initial setup, navigate to Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration. You'll see a warning informing you There are no Xporter for Jira Permissions Schemes configured, a + Add button and an empty grid below it. Once a Permission Scheme is configured, it will be displayed on that grid.
Right now, the only option available to you is the + Add button, that will display a pop-over dialog where you'll input your Permission Scheme Name and Description;
In order to perform this exercise properly, please create a Basic software development Project on your Jira instance, and name it as Academy.
Install at least 2 templates.
Create a New Jira user named Arthur and let it be associated only with the jira-software-users Group (it will be by default).
After that, on the sidebar of Jira Administration -> System, under Security, access Project roles and add a Project Role named King.
Finally, go to the project Academy -> Project settings. On the sidebar, access Users and roles. Select Add users to a role, and on the dialog, add the user Arthur to the role King.
After all that is done, create a Bug issue, a Task issue and an Improvement issue for your Project.
1) Adding a Permission Scheme entry
On the Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration, click + Add button and fill in the Name and Description of your Permission Scheme. Name it Academy and click Create. A Success! message will be displayed informing you that the Permission Scheme was successfully added.
It will be displayed with an entry on the Xporter for Jira Permission Schemes grid.
If the Permission Scheme name is already in use, an Error! message will be displayed when you click Create to inform you of that conflict.
2) Editing a Permission Scheme entry
On your newly created Permission Scheme entry, click Edit on the Operations column, and a pop-over dialog will be displayed.
Enter a Description of your Permission and click Update. Your Permission Scheme entry will have its newly edited description displayed as well.
When editing, you can change the Name and Description of your Permission Scheme.
3) Configuring the Permissions of a Permission Scheme entry
On your created Permission Scheme entry, click Permissions on the Operations column. You will be redirected to the Permissions page, where you can define the permissions of the Permission Scheme.
Here, you can define the:
- Issue Types that are allowed to be exported;
- Roles that are allowed to use Xporter for Jira;
- Groups that allowed to use Xporter for Jira.
You can also
- map issue types into corresponding templates, so that for specific issue types, only specific templates will be available.
a. Defining the Issue Types that are allowed to be exported
Click the Assign on Issue Types allowed to be exported and on the pop-over dialog, pick only Bug, Improvement and Task and click Assign. The previous warning No Issue Types assigned for this Permission Scheme will now be replaced with your choices.
Click the X next to Improvement and it will be removed.
b. Defining the Roles allowed to use Xporter for Jira
Click Assign on Roles allowed to use Xporter for Jira and on the pop-over dialog, pick the select box next to Roles on the top of the list. All listed roles will be selected. Click Assign. The previous warning No Roles assigned for this Permission Scheme will now be replaced with your choices.
Click X next to all the listed items except King.
c. Defining the Groups allowed to use Xporter for Jira
Now, click the Assign on Groups allowed to use Xporter for Jira and on the pop-over dialog, don't select any of the options. Click Assign. The warning No Roles assigned for this Permission Scheme will still be displayed since no option was selected.
d. Mapping of Issue Types to Templates
A Warning message will be displayed informing the permission scheme does not have associations between issue types and templates and as consequence, Xporter for Jira will be unusable with the permission scheme.
We'll correct this by clicking Assign Templates on each issue type entry, and select a different template to assign to each Issue Type on the pop-over dialog.
Even though all templates will be available to be assigned on Issue Types, their Scope settings are still respected. Therefore, if you assign a template with only an Active Scope to Single Export, you won't be able to Bulk Export with it.
4) Associating a Project with a Permission Scheme
Back on the Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration, on our created Permission Scheme entry, click Projects on the Operations column, and a pop-over dialog will be displayed.
On the pop-over dialog, pick the select box next to Projects on the top of the list - all listed Projects will be selected. Click Assign. A Success! message will be displayed and all Projects will now be listed under the column Projects of our created Permission Scheme entry.
If you click the Projects button on the Operations column again, a Warning! message will be displayed informing you that There are no projects to select.
Now, under the column Projects of our created Permission Scheme entry, click the X next to each listed project, except for Academy.
5) Copying a Permission Scheme
On our created Permission Scheme entry, click Copy on the Operations column. A Success! message will be displayed, along with a new entry that will be listed, named Academy (Copy).
Only the name, description and permissions are copied.
6) Deleting a Permission Scheme
On the Academy (Copy) Permission Scheme entry, click Delete on the Operations column, and a prompt dialog will be displayed asking if you're sure about deleting the Permission Scheme. Click Confirm and that entry will be removed.
The Exercise(s)
7) Enabling Permission Schemes configurations
With all the Permission Schemes setup done, navigate to the Global Settings on the Xporter for Jira administration section Apps page of the Jira Administration, and on Enable Xporter for Jira for all projects and all users under Global Permissions, tick Off and click Save.
Also, make sure the Enable Xporter for Jira panel on Single Issue View is ticked On.
With this option set to Off, only the Projects, Issue types, User Roles, and Groups, as well as associated templates configured on the Permission Schemes are allowed to use Xporter
On a new browser window, logged in as Arthur, navigate to the Improvement issue type of the project Academy. You will notice the Xporter panel isn't displayed on the right sidebar. Click the Export drop-down menu, select Xporter for Jira and you will navigate to a page titled Export issues using Xporter for Jira where an Error! message will be displayed informing you are unable to export the selected issues. Clicking the Check Details button, an Error Reporting pop-over will be displayed, with an entry of the Issue Key you are trying to export, along with the description User has no permissions for using Xporter for Jira in current Permission Scheme.
8) Exporting issues within a Permission Scheme
Still logged in as Arthur, navigate to the Bug issue type of the project Academy, and you will notice the Xporter panel is displayed on the right sidebar. However, on the Template selector, the only available option will be the template you've set up on the Permission Scheme definition to that issue type. Using the Export drop-down menu, the same options will be listed.
Now, try to bulk Export all the 3 issues from the project Academy. An Error! message will be displayed informing you that you are unable to export the selected issues. Clicking the Check Details button, an Error Reporting pop-over will be displayed, with an entry of the Improvement Issue Key you are trying to export, along with the description Issue Type not assigned for the current Permission Scheme.
If you now try to bulk Export only the Bug and Task issues from the project Academy, an Error! message will still be displayed informing you that you are unable to export the selected issues. Clicking the Check Details button, an Error Reporting pop-over will be displayed because they don't have a common template assigned on the permission scheme definitions.
With your user with Administration access, navigate to the Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration, click Permissions under the Operations column of your entry, and map a common template to both the Bug and Task issue types.
Back on the browser using the user Arthur, try to bulk Export the Bug and Task issues from the project Academy again. This time, you'll be able to complete the operation.
9) Exporting issues with an unauthorized user
With your user with Administration access, navigate to the Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration, click Permissions under the Operations column of your entry. Click the Assign on Groups allowed to use Xporter for Jira and on the pop-over dialog, select jira-administrators. Click Assign. Also, click the X next to King under the Roles allowed to use Xporter for Jira.
Now, back to the browser using the user Arthur, try to bulk export the Bug and Task issues from the project Academy again. An Error! message will be displayed informing you that you are unable to export the selected issues. Clicking the Check Details button, an Error Reporting pop-over will be displayed, with an entry informing you that your user doesn't have permissions.
This Exercise is now complete. Proceed to Exercise 5 to learn how to manage your Xporter for Jira license.
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