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 | JLEE@ATLASSIAN.COM

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 njones@companyemail.com 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 njones@companyemail.com 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 | JLEE@ATLASSIAN.COM