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Note

If the Permission Scheme name is already being used by an existing Permission Schemein use, an Error! message will be displayed when clicking the Create button, informing you click Create to inform you of that conflict.


2) Editing a Permission Scheme entry

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On your newly created Permission Scheme entry, click the Edit button on the Operations column, and a pop-over dialog will be displayed.

Input Enter a Description to of your Permission and click the Update button, and now your click Update. Your Permission Scheme entry will have its description exhibited newly edited description displayed as well.

Info

You When editing, you can change the Name and Description of your Permission Scheme when editing it.


3) Configuring the Permissions of a Permission Scheme entry


On your created Permission Scheme entry, click the Permissions button on the Operations column, and . You will be redirected to the Permissions page, where you can define the permissions of the Permission Scheme.

Here, you are able to 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;

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  • .

You can also

  • map issue types into corresponding templates,

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  • so that for specific issue types, only specific templates will be available.

a. Defining the Issue Types that are allowed to be exported

Now, click 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 picked choices.


Click the X next to Improvement and it will be removed.

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b. Defining the Roles allowed to use Xporter for Jira

Now, click the 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 . All listed roles will be selected - and click . 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.

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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 and click options. Click Assign. The warning No Roles assigned for this Permission Scheme will still be displayed since no option was pickedselected.

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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 consequence, Xporter for Jira will be unusable with the permission scheme.

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We'll correct this by clicking the Assign Templates button on each issue type entry, and select a different template to assign to each Issue Type on the pop-over dialog.

Note

All the Even though all templates will be available to be assigned on Issue Types, but their Scope settings are still respected - so. Therefore, If if you assign a template with only an Active Scope to Single Export, you won't be able to Bulk Export with it.

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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 the Projects button 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 - and click . 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 there 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 leaving only , except for Academy.

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5) Copying a Permission Scheme

On our created Permission Scheme entry, click the Copy button on the Operations column, and a . A Success! message will be displayed, along with a new entry that will be listed, named Academy (Copy).

Info

Only the name, description and permissions are copied.

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6) Deleting a Permission Scheme

On the Academy (Copy) Permission Scheme entry, click the Delete button on the Operations column, and a prompt dialog will be displayed asking if you're sure you want to delete about deleting the Permission Scheme. Click the Click Confirm button, and now that entry will be removed.

The Exercise(s)

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7) Enabling Permission Schemes configurations

With all the Permission Schemes set up 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.

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On a new browser window, logged in as Arthur, navigate to the Improvement issue type of the project Academy, and you . 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.

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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, and an . 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.

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Back on the browser using the user Arthur, try to bulk Export the Bug and Task issues from the project Academy again. This time, and now you'll be able to complete the operation.

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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 . Click the Assign on Groups allowed to use Xporter for Jira and on the pop-over dialog, select jira-administrators and click . 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, and an . 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 completed - move complete. Proceed to Exercise 5 to learn how to manage your Xporter for Jira license.

Info

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