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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 allow enable administrators to define which Projects, Issue Types, User Roles, and Groups will be available allowed to use Xporter for Jira, as well as manage the templates allowed to be used on each of those available Issue Types.
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For further 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 and youAdministration. 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, its entry 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;
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In order to perform this exercise properly, please create a Basic software development Project on your Jira instance, and name it as Academy. You'll need to have Install at least 2 templates installed too. Also, create 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, on the sidebar under Security, access Project roles and add a Project Role named King. Finally, go to the project Academy -> Project settings, and on . 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. |
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On the Permission Schemes on the Xporter for Jira administration section Apps page of the Jira Administration, click on + Add button and fill in the Name and Description of your Permission Scheme - name . Name it Academy - and after clicking the Create button a click Create. A Success! message will be displayed informing you that the Permission Scheme was successfully added.
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If the Permission Scheme name is the same of already being used by an existing Permission Scheme, an Error! message will be displayed when clicking the Create button, informing you of that conflict. |
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Click the X next to Improvement and it will be removed.
3) Defining the Roles allowed to use Xporter for Jira
Now, click the 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 - and click Assign. The previous warning No Roles assigned for this Permission Scheme will now be replaced with your picked choices.
Click the X next to all the listed items except King.
4) 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 and click Assign. The warning No Roles assigned for this Permission Scheme will still be displayed since no option was picked.
5) 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.
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