Commit 255a6356 authored by Achilleas Pipinellis's avatar Achilleas Pipinellis

Merge branch 'docs_project_services' into 'master'

Project services and JIRA documentation clean up

Closes https://gitlab.com/gitlab-org/gitlab-ee/issues/176

This was first aiming to fix the JIRA references to EE, but as I was going through it, I decided to revamp more.

@Haydn once merged here and then Valery merges CE into EE it should be fixed in doc.gitlab.com as well.

@dblessing the docs state that we support JIRA 6.x. I see that 7.x is out, should the docs be amended? Also we seem to have a place to document services (http://doc.gitlab.com/ce/project_services/project_services.html), but the JIRA doc is under integration :/ I'd like it to have it moved under `project_services/`, but I guess most customers know the current URL better.

See merge request !2345
parents ec4a4f06 65c47499
...@@ -40,15 +40,10 @@ class JiraService < IssueTrackerService ...@@ -40,15 +40,10 @@ class JiraService < IssueTrackerService
end end
def help def help
line1 = 'Setting `project_url`, `issues_url` and `new_issue_url` will '\ 'Setting `project_url`, `issues_url` and `new_issue_url` will '\
'allow a user to easily navigate to the Jira issue tracker. See the '\ 'allow a user to easily navigate to the Jira issue tracker. See the '\
'[integration doc](http://doc.gitlab.com/ce/integration/external-issue-tracker.html) '\ '[integration doc](http://doc.gitlab.com/ce/integration/external-issue-tracker.html) '\
'for details.' 'for details.'
line2 = 'Support for referencing commits and automatic closing of Jira issues directly '\
'from GitLab is [available in GitLab EE.](http://doc.gitlab.com/ee/integration/jira.html)'
[line1, line2].join("\n\n")
end end
def title def title
......
# GitLab Integration # GitLab Integration
GitLab integrates with multiple third-party services to allow external issue trackers and external authentication. GitLab integrates with multiple third-party services to allow external issue
trackers and external authentication.
See the documentation below for details on how to configure these services. See the documentation below for details on how to configure these services.
...@@ -15,13 +16,25 @@ See the documentation below for details on how to configure these services. ...@@ -15,13 +16,25 @@ See the documentation below for details on how to configure these services.
- [Gmail actions buttons](gmail_action_buttons_for_gitlab.md) Adds GitLab actions to messages - [Gmail actions buttons](gmail_action_buttons_for_gitlab.md) Adds GitLab actions to messages
- [reCAPTCHA](recaptcha.md) Configure GitLab to use Google reCAPTCHA for new users - [reCAPTCHA](recaptcha.md) Configure GitLab to use Google reCAPTCHA for new users
GitLab Enterprise Edition contains [advanced JIRA support](http://doc.gitlab.com/ee/integration/jira.html) and [advanced Jenkins support](http://doc.gitlab.com/ee/integration/jenkins.html). GitLab Enterprise Edition contains [advanced Jenkins support][jenkins].
## Project services ## Project services
Integration with services such as Campfire, Flowdock, Gemnasium, HipChat, Pivotal Tracker, and Slack are available in the form of a Project Service. Integration with services such as Campfire, Flowdock, Gemnasium, HipChat,
You can find these within GitLab in the Services page under Project Settings if you are at least a master on the project. Pivotal Tracker, and Slack are available in the form of a [Project Service][].
Project Services are a bit like plugins in that they allow a lot of freedom in adding functionality to GitLab, for example there is also a service that can send an email every time someone pushes new commits. You can find these within GitLab in the Services page under Project Settings if
Because GitLab is open source we can ship with the code and tests for all plugins. you are at least a master on the project.
This allows the community to keep the plugins up to date so that they always work in newer GitLab versions. Project Services are a bit like plugins in that they allow a lot of freedom in
For an overview of what projects services are available without logging in please see the [project_services directory](https://gitlab.com/gitlab-org/gitlab-ce/tree/master/app/models/project_services). adding functionality to GitLab. For example there is also a service that can
send an email every time someone pushes new commits.
Because GitLab is open source we can ship with the code and tests for all
plugins. This allows the community to keep the plugins up to date so that they
always work in newer GitLab versions.
For an overview of what projects services are available without logging in,
please see the [project_services directory][projects-code].
[jenkins]: http://doc.gitlab.com/ee/integration/jenkins.html
[Project Service]: ../project_services/project_services.md
[projects-code]: https://gitlab.com/gitlab-org/gitlab-ce/tree/master/app/models/project_services
# External issue tracker # External issue tracker
GitLab has a great issue tracker but you can also use an external issue tracker such as Jira, Bugzilla or Redmine. You can configure issue trackers per GitLab project. For instance, if you configure Jira it allows you to do the following: GitLab has a great issue tracker but you can also use an external one such as
Jira or Redmine. Issue trackers are configurable per GitLab project and allow
you to do the following:
- the 'Issues' link on the GitLab project pages takes you to the appropriate Jira issue index; - the **Issues** link on the GitLab project pages takes you to the appropriate
- clicking 'New issue' on the project dashboard creates a new Jira issue; issue index of the external tracker
- To reference Jira issue PROJECT-1234 in comments, use syntax PROJECT-1234. Commit messages get turned into HTML links to the corresponding Jira issue. - clicking **New issue** on the project dashboard creates a new issue on the
external tracker
![Jira screenshot](jira-integration-points.png)
GitLab Enterprise Edition contains [advanced JIRA support](http://doc.gitlab.com/ee/integration/jira.html).
## Configuration ## Configuration
### Project Service The configuration is done via a project's **Services**.
You can enable an external issue tracker per project. As an example, we will configure `Redmine` for project named gitlab-ci. ### Project Service
Fill in the required details on the page:
![redmine configuration](redmine_configuration.png) To enable an external issue tracker you must configure the appropriate **Service**.
Visit the links below for details:
* `description` A name for the issue tracker (to differentiate between instances, for example). - [Redmine](../project_services/redmine.md)
* `project_url` The URL to the project in Redmine which is being linked to this GitLab project. - [Jira](jira.md)
* `issues_url` The URL to the issue in Redmine project that is linked to this GitLab project. Note that the `issues_url` requires `:id` in the url. This id is used by GitLab as a placeholder to replace the issue number.
* `new_issue_url` This is the URL to create a new issue in Redmine for the project linked to this GitLab project.
### Service Template ### Service Template
It is necessary to configure the external issue tracker per project, because project specific details are needed for the integration with GitLab. To save you the hassle from configuring each project's service individually,
The admin can add a service template that sets a default for each project. This makes it much easier to configure individual projects. GitLab provides the ability to set Service Templates which can then be
overridden in each project's settings.
In GitLab Admin section, navigate to `Service Templates` and choose the service template you want to create:
![redmine service template](redmine_service_template.png)
After the template is created, the template details will be pre-filled on the project service page.
NOTE: For each project, you will still need to configure the issue tracking URLs by replacing `:issues_tracker_id` in the above screenshot
with the ID used by your external issue tracker. Prior to GitLab v7.8, this ID was configured in the project settings, and GitLab would automatically
update the URL configured in `gitlab.yml`. This behavior is now depecated, and all issue tracker URLs must be configured directly
within the project's Services settings.
Support to add your commits to the Jira ticket automatically is [available in GitLab EE](http://doc.gitlab.com/ee/integration/jira.html). Read more on [Services Templates](../project_services/services_templates.md).
# GitLab Jira integration # GitLab Jira integration
GitLab can be configured to interact with Jira. GitLab can be configured to interact with Jira. Configuration happens via
Configuration happens via username and password. username and password. Connecting to a Jira server via CAS is not possible.
Connecting to a Jira server via CAS is not possible.
Each project can be configured to connect to a different Jira instance, configuration is explained [here](#configuration). Each project can be configured to connect to a different Jira instance, see the
If you have one Jira instance you can pre-fill the settings page with a default template. To configure the template [see external issue tracker document](external-issue-tracker.md#service-template)). [configuration](#configuration) section. If you have one Jira instance you can
pre-fill the settings page with a default template. To configure the template
Once the project is connected to Jira, you can reference and close the issues in Jira directly from GitLab. see the [Services Templates][services-templates] document.
Once the project is connected to Jira, you can reference and close the issues
in Jira directly from GitLab.
## Table of Contents ## Table of Contents
...@@ -18,8 +19,11 @@ Once the project is connected to Jira, you can reference and close the issues in ...@@ -18,8 +19,11 @@ Once the project is connected to Jira, you can reference and close the issues in
### Referencing Jira Issues ### Referencing Jira Issues
When GitLab project has Jira issue tracker configured and enabled, mentioning Jira issue in GitLab will automatically add a comment in Jira issue with the link back to GitLab. This means that in comments in merge requests and commits referencing an issue, eg. `PROJECT-7`, will add a comment in Jira issue in the format: When GitLab project has Jira issue tracker configured and enabled, mentioning
Jira issue in GitLab will automatically add a comment in Jira issue with the
link back to GitLab. This means that in comments in merge requests and commits
referencing an issue, eg. `PROJECT-7`, will add a comment in Jira issue in the
format:
``` ```
USER mentioned this issue in LINK_TO_THE_MENTION USER mentioned this issue in LINK_TO_THE_MENTION
...@@ -29,85 +33,117 @@ When GitLab project has Jira issue tracker configured and enabled, mentioning Ji ...@@ -29,85 +33,117 @@ When GitLab project has Jira issue tracker configured and enabled, mentioning Ji
* `LINK_TO_THE_MENTION` Link to the origin of mention with a name of the entity where Jira issue was mentioned. * `LINK_TO_THE_MENTION` Link to the origin of mention with a name of the entity where Jira issue was mentioned.
Can be commit or merge request. Can be commit or merge request.
![example of mentioning or closing the Jira issue](img/jira_issue_reference.png)
![example of mentioning or closing the Jira issue](jira_issue_reference.png) ---
### Closing Jira Issues ### Closing Jira Issues
Jira issues can be closed directly from GitLab by using trigger words, eg. `Resolves PROJECT-1`, `Closes PROJECT-1` or `Fixes PROJECT-1`, in commits and merge requests. Jira issues can be closed directly from GitLab by using trigger words, eg.
When a commit which contains the trigger word in the commit message is pushed, GitLab will add a comment in the mentioned Jira issue. `Resolves PROJECT-1`, `Closes PROJECT-1` or `Fixes PROJECT-1`, in commits and
merge requests. When a commit which contains the trigger word in the commit
message is pushed, GitLab will add a comment in the mentioned Jira issue.
For example, for project named PROJECT in Jira, we implemented a new feature and created a merge request in GitLab. For example, for project named `PROJECT` in Jira, we implemented a new feature
and created a merge request in GitLab.
This feature was requested in Jira issue PROJECT-7. Merge request in GitLab contains the improvement and in merge request description we say that this merge request `Closes PROJECT-7` issue. This feature was requested in Jira issue `PROJECT-7`. Merge request in GitLab
contains the improvement and in merge request description we say that this
merge request `Closes PROJECT-7` issue.
Once this merge request is merged, Jira issue will be automatically closed with a link to the commit that resolved the issue. Once this merge request is merged, the Jira issue will be automatically closed
with a link to the commit that resolved the issue.
![A Git commit that causes the Jira issue to be closed](merge_request_close_jira.png) ![A Git commit that causes the Jira issue to be closed](img/jira_merge_request_close.png)
---
![The GitLab integration user leaves a comment on Jira](jira_service_close_issue.png) ![The GitLab integration user leaves a comment on Jira](img/jira_service_close_issue.png)
---
## Configuration ## Configuration
### Configuring JIRA ### Configuring JIRA
We need to create a user in JIRA which will have access to all projects that need to integrate with GitLab. We need to create a user in JIRA which will have access to all projects that
Login to your JIRA instance as admin and under Administration go to User Management and create a new user. need to integrate with GitLab. Login to your JIRA instance as admin and under
As an example, we'll create a user named `gitlab` and add it to `jira-developers` group. Administration go to User Management and create a new user.
As an example, we'll create a user named `gitlab` and add it to `jira-developers`
group.
**It is important that the user `gitlab` has write-access to projects in JIRA** **It is important that the user `gitlab` has write-access to projects in JIRA**
### Configuring GitLab ### Configuring GitLab
### GitLab 7.8 EE and up with JIRA v6.x JIRA configuration in GitLab is done via a project's **Services**.
To enable JIRA integration in a project, navigate to the project Settings page and go to Services. Here you will find JIRA. #### GitLab 7.8 and up with JIRA v6.x
Fill in the required details on the page: See next section.
![Jira service page](jira_service_page.png) #### GitLab 7.8 and up
* `description` A name for the issue tracker (to differentiate between instances, for instance). _The currently supported JIRA versions are v6.x and v7.x._
* `project url` The URL to the JIRA project which is being linked to this GitLab project.
* `issues url` The URL to the JIRA project issues overview for the project that is linked to this GitLab project.
* `new issue url` This is the URL to create a new issue in JIRA for the project linked to this GitLab project.
* `api url` The base URL of the JIRA API. It may be omitted, in which case GitLab will automatically use API version `2` based on the `project url`, i.e. `https://jira.example.com/rest/api/2`.
* `username` The username of the user created in [configuring JIRA step](#configuring-jira).
* `password` The password of the user created in [configuring JIRA step](#configuring-jira).
* `Jira issue transition` This is the id of a transition that moves issues to a closed state. You can find this number under [JIRA workflow administration, see screenshot](jira_workflow_screenshot.png). By default, this id is `2`. (In the example image, this is `2` as well)
After saving the configuration, your GitLab project will be able to interact with the linked JIRA project. To enable JIRA integration in a project, navigate to the project's
**Settings > Services > JIRA**.
Fill in the required details on the page as described in the table below.
### GitLab 6.x-7.7 with JIRA v6.x | Field | Description |
| ----- | ----------- |
| `description` | A name for the issue tracker (to differentiate between instances, for instance). |
| `project url` | The URL to the JIRA project which is being linked to this GitLab project. |
| `issues url` | The URL to the JIRA project issues overview for the project that is linked to this GitLab project. |
| `new issue url` | This is the URL to create a new issue in JIRA for the project linked to this GitLab project. |
| `api url` | The base URL of the JIRA API. It may be omitted, in which case GitLab will automatically use API version `2` based on the `project url`, i.e. `https://jira.example.com/rest/api/2`. |
| `username` | The username of the user created in [configuring JIRA step](#configuring-jira). |
| `password` |The password of the user created in [configuring JIRA step](#configuring-jira). |
| `Jira issue transition` | This is the ID of a transition that moves issues to a closed state. You can find this number under JIRA workflow administration ([see screenshot](img/jira_workflow_screenshot.png)). By default, this ID is `2` (in the example image, this is `2` as well) |
**Note: GitLab 7.8 and up contain various integration improvements. We strongly recommend upgrading.** After saving the configuration, your GitLab project will be able to interact
with the linked JIRA project.
![Jira service page](img/jira_service_page.png)
In `gitlab.yml` enable [JIRA issue tracker section by uncommenting the lines](https://gitlab.com/subscribers/gitlab-ee/blob/6-8-stable-ee/config/gitlab.yml.example#L111-115). ---
This will make sure that all issues within GitLab are pointing to the JIRA issue tracker.
We can also enable JIRA service that will allow us to interact with JIRA issues. #### GitLab 6.x-7.7 with JIRA v6.x
For example, we can close issues in JIRA by a commit in GitLab. _**Note:** GitLab versions 7.8 and up contain various integration improvements.
We strongly recommend upgrading._
Go to project settings page and fill in the project name for the JIRA project: In `gitlab.yml` enable the JIRA issue tracker section by
[uncommenting these lines][jira-gitlab-yml]. This will make sure that all
issues within GitLab are pointing to the JIRA issue tracker.
![Set the JIRA project name in GitLab to 'NEW'](jira_project_name.png) After you set this, you will be able to close issues in JIRA by a commit in
GitLab.
Next, go to the services page and find JIRA. Go to your project's **Settings** page and fill in the project name for the
JIRA project:
![Jira services page](jira_service.png) ![Set the JIRA project name in GitLab to 'NEW'](img/jira_project_name.png)
1. Tick the active check box to enable the service. ---
1. Supply the url to JIRA server, for example http://jira.sample
1. Supply the username of a user we created under `Configuring JIRA` section, for example `gitlab` You can also enable the JIRA service that will allow you to interact with JIRA
issues. Go to the **Settings > Services > JIRA** and:
1. Tick the active check box to enable the service
1. Supply the URL to JIRA server, for example http://jira.example.com
1. Supply the username of a user we created under `Configuring JIRA` section,
for example `gitlab`
1. Supply the password of the user 1. Supply the password of the user
1. Optional: supply the JIRA api version, default is version 1. Optional: supply the JIRA API version, default is version `2`
1. Optional: supply the JIRA issue transition ID (issue transition to closed). This is dependant on JIRA settings, default is 2 1. Optional: supply the JIRA issue transition ID (issue transition to closed).
1. Save This is dependent on JIRA settings, default is `2`
1. Hit save
![Jira services page](img/jira_service.png)
Now we should be able to interact with JIRA issues. [services-templates]: ../project_services/services_templates.md
[jira-gitlab-yml]: https://gitlab.com/subscribers/gitlab-ee/blob/6-8-stable-ee/config/gitlab.yml.example#L111-115
...@@ -26,5 +26,12 @@ further configuration instructions and details. Contributions are welcome. ...@@ -26,5 +26,12 @@ further configuration instructions and details. Contributions are welcome.
| JetBrains TeamCity CI | A continuous integration and build server | | JetBrains TeamCity CI | A continuous integration and build server |
| PivotalTracker | Project Management Software (Source Commits Endpoint) | | PivotalTracker | Project Management Software (Source Commits Endpoint) |
| Pushover | Pushover makes it easy to get real-time notifications on your Android device, iPhone, iPad, and Desktop | | Pushover | Pushover makes it easy to get real-time notifications on your Android device, iPhone, iPad, and Desktop |
| Redmine | Redmine issue tracker | | [Redmine](redmine.md) | Redmine issue tracker |
| Slack | A team communication tool for the 21st century | | Slack | A team communication tool for the 21st century |
## Services Templates
Services templates is a way to set some predefined values in the Service of
your liking which will then be pre-filled on each project's Service.
Read more about [Services Templates in this document](services_templates.md).
# Redmine Service
Go to your project's **Settings > Services > Redmine** and fill in the required
details as described in the table below.
| Field | Description |
| ----- | ----------- |
| `description` | A name for the issue tracker (to differentiate between instances, for example) |
| `project_url` | The URL to the project in Redmine which is being linked to this GitLab project |
| `issues_url` | The URL to the issue in Redmine project that is linked to this GitLab project. Note that the `issues_url` requires `:id` in the URL. This ID is used by GitLab as a placeholder to replace the issue number. |
| `new_issue_url` | This is the URL to create a new issue in Redmine for the project linked to this GitLab project |
Once you have configured and enabled Redmine:
- the **Issues** link on the GitLab project pages takes you to the appropriate
Redmine issue index
- clicking **New issue** on the project dashboard creates a new Redmine issue
As an example, below is a configuration for a project named gitlab-ci.
![Redmine configuration](img/redmine_configuration.png)
# Services Templates
A GitLab administrator can add a service template that sets a default for each
project. This makes it much easier to configure individual projects.
After the template is created, the template details will be pre-filled on a
project's Service page.
## Enable a Service template
In GitLab's Admin area, navigate to **Service Templates** and choose the
service template you wish to create.
For example, in the image below you can see Redmine.
![Redmine service template](img/services_templates_redmine_example.png)
---
**NOTE:** For each project, you will still need to configure the issue tracking
URLs by replacing `:issues_tracker_id` in the above screenshot with the ID used
by your external issue tracker. Prior to GitLab v7.8, this ID was configured in
the project settings, and GitLab would automatically update the URL configured
in `gitlab.yml`. This behavior is now deprecated and all issue tracker URLs
must be configured directly within the project's **Services** settings.
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