For the latest information about using Atlassian products in an enterprise environment, see the Enterprise documentation.
The Dragon Slayer's Guide is meant to be used with JIRA versions 6.4 and older.

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Beware, all ye who enter, for here be dragons. You are embarking on stage 1 of the Atlassian Dragon Quest.

In this stage, you will install Java and a database (PostgreSQL) to hold the data for your Atlassian applications. Then you will install Atlassian JIRA for bug tracking and issue management. JIRA will also act as a central user repository for all your Atlassian applications.

Time estimate: This stage will take approximately 90 minutes.

On this page:

Step 1. Install Java

Requirements: Oracle JDK 1.7.x. Note that the JRE alone is not enough.

If you do not have the right version of the Java Development Kit (JDK) already installed, follow the steps below to get it.

  1. Download the Oracle Java SE Development Kit (JDK).
    • Get the latest version of the JDK 1.7.x.
    • If you are running 64-bit Windows, we recommend that you use 32-bit JDK rather than the 'x64' JDK. The 32-bit version will use less memory. You do not need the 64-bit JDK unless you are running a very large server.
  2. Follow the Oracle installation instructions.
  3. Make sure you have a JAVA_HOME environment variable pointing to the root directory of the JDK. Some JDK installers set this automatically.
    • Check by typing one of the following into a command window, depending on your operating system.
      • On Windows: echo %JAVA_HOME%
      • On Linux or UNIX: echo $JAVA_HOME
    • If the above command does not show you the path to your JDK, please refer to the Crowd instructions on setting JAVA_HOME.
  4. Ensure that only one version of Java is installed on your machine. In Windows, use Add/Remove programs to remove old Java versions, and failing that you can use the Microsoft Fix it solution to remove corrupted versions of Java.

Step 2. Install your PostgreSQL Database Server

Requirements: PostgreSQL version 8.4.x.
  1. Download PostgreSQL – Get the latest 8.4.x. Note that Atlassian does not support PostgreSQL 9.x for some of the products in this tutorial. For the simplest installation, choose one of the one-click installers.
  2. Install PostgreSQL. If you chose one of the PostgreSQL one-click installers, this is simple: Run the executable that you downloaded and follow the prompts. If necessary, you can refer to the PostgreSQL installation instructions.
  3. Enter a password for the super user ('postgres'). Remember this username and password. You will need it each time you log in to the database.
  4. Accept the default port 5432.
  5. Accept all the other default settings but clear the checkbox to launch Stack Builder when the installation is complete.

Step 3. Create your JIRA Database in PostgreSQL

Now you will create a database where the Atlassian JIRA application will store its data, and a user role that JIRA will use to connect to the database. We are assuming that you have already created your PostgreSQL database server in a previous step.

(info) We are using pgAdmin III (version 8.4.x) the administration user interface supplied with PostgreSQL. If you used the one-click installer when installing PostgreSQL, pgAdmin III will be already installed on your computer.

 pgAdmin III instructions
  1. Start pgAdmin III.
  2. Right-click (or double-click) the database server name and log in using the password that you specified for the 'postgres' super user.
  3. Add a new login role called 'jirauser':
    • Right-click Login Roles and select New Login Role.
    • Enter the role Role name: jirauser
    • Switch to the Definition tab and enter a Password and enter it again to confirm it.
    • Click the Role privileges tab.
    • Select Can create databases.
    • Select Can create roles.
    • Click OK to create the user.
  4. Add a new database called 'jira':
    • Right-click Databases and select New Database.
    • Enter the database Name: jira
    • Select the Owner: jirauser
    • Click OK to create the database.

Screenshot 1 (click to enlarge): JIRA database and user in PostgreSQL

 

 

For UNIX users, pgAdmin3 (version 8.4.x) is also available for installation on most Linux platforms. However, if you are on UNIX and do not have pgAdmin III, you can use the command line interface instead. Assuming that you are using the default installation directory of /opt/PostgreSQL/8.4/bin/, enter the following commands:

 UNIX commands
sudo -s -H -u postgres
# Create the JIRA user:
/opt/PostgreSQL/8.4/bin/createuser -S -d -r -P -E jirauser
# Create the JIRA database:
/opt/PostgreSQL/8.4/bin/createdb --owner jirauser --encoding utf8 jira
/q

Step 4. Install JIRA

Requirements: JIRA 6.3.15.

  For Windows: (click to expand)
  1. Go to the Atlassian download centre.
  2. Download the JIRA 6.3.15 installer for your Windows system.
    (warning) Please use the JIRA version specified in this documentation. If the download centre shows a JIRA version later than 6.3.15, click downloads archive and get JIRA 6.3.15.
    Why?  We have tested the integration suite with this version. There is a chance that you will have problems integrating the other applications if you use a different version.
    • If you are running 64-bit Windows, download the Windows 64 Bit Installer file for JIRA 6.3.15.
    • If you are running 32-bit Windows, download the Windows 32 Bit Installer file for JIRA 6.3.15.
  3. Log in to your computer as a Windows administrator.
    To install JIRA as a service, you must run the Windows installer using a Windows administrator account. While you can run the Windows installer with a non-administrator account, your installation options will be limited.
  4. Run the JIRA installer .exe file.
    (warning) On Windows 7 or Vista, right-click the file name and click Run as administrator.
  5. If a Windows 7 or Vista 'User Account Control' dialog box asks you to allow the installation wizard to make changes to your computer, specify 'Yes'.
  6. Select Express Install as the installation option.
  7. The installer will display the 'Installation Summary'. Click Install to confirm that you want the default options.
  8. When prompted, select Launch JIRA in browser and click Finish to close the installer. The installer will finish installing JIRA, then it will start the JIRA server and open the JIRA Setup Wizard in your web browser. See below for further instructions. If JIRA didn't open automatically in your browser, skip to the next step for information on opening it manually.
  For UNIX or Linux: (click to expand)
  1. Go to the Atlassian download centre.
  2. Download the JIRA 6.3.15 installer for your system.
    (warning) Please use the JIRA version specified in this documentation. If the download centre shows a JIRA version later than 6.3.15, click downloads archive and get JIRA 6.3.15.
    Why?  We have tested the integration suite with this version. There is a chance that you will have problems integrating the other applications if you use a different version.
    • If you are running 64-bit Linux, download the Linux 64 Bit Installer file for JIRA 6.3.15 and continue following the installation steps below.
    • If you are running 32-bit Linux, download the Linux 32 Bit Installer file for JIRA 6.3.15 and continue following the installation steps below.
    • If you are running some other flavor of UNIX, download the TAR.GZ Archive file for JIRA 6.3.15 and follow the JIRA guide to installing from an archive then return to step 5 (Set Up JIRA) below.
  3. Open a Linux console and change directory (cd) to the directory containing the .bin file.
    If the .bin file is not executable after downloading it, make it executable. For example:
    chmod a+x atlassian-jira-X.Y.bin
    (where X.Y represents your version of JIRA)
  4. Execute the .bin file with root user privileges, to start the JIRA installer.
    If you execute the installer with root user privileges, the installer will create and run JIRA using a dedicated user account. You can also execute the installer without root user privileges, but your installation options will be limited. To run JIRA as a service, you must execute the installer with root user privileges.
  5. Select Express Install as the installation option.
  6. The installer will display the default options. Accept the Install prompt to confirm that you want the default options.
  7. The installer will finish installing JIRA, then it will start the JIRA server and open the JIRA Setup Wizard in your web browser. See below for further instructions. If JIRA didn't open automatically in your browser, skip to the next step for information on opening it manually.

Full details are in the JIRA installation guide.

Problems? Please raise a support ticket for the product you're stuck on, or see answers from the community.
Victory? Please continue.

Step 5. Set Up JIRA

Now you can run JIRA's Setup Wizard and then enable some JIRA features that are required for the later stages in this integration procedure.

  1. If JIRA didn't open automatically in your browser, go to your web browser and type this address: http://localhost:8080.
  2. The JIRA Setup Wizard will start. It guides you through the process of setting up your JIRA server and creating an administration user. Detailed instructions are in the JIRA documentation. Below are the things you need to know for our Dragon Quest.
  3. You will be presented a choice of "Set it up for me" or "I'll set it up myself". Choose the latter one, as the first method only aims to help installations of evaluation copies.
  4. Click Next.
  5. Choose your server language
  6. Select My Own Database for the database connection
  7. Enter the following information to configure the database connection:
    • Database Type: PostgreSQL
    • Hostname: Enter the name or IP address of the server where you installed your PostgreSQL database: localhost
    • Port: Enter the default port that you set up for PostgreSQL: 5432
    • Database: This is the name of the database that you created in step 3 above: jira
    • Username: This is the user you created in step 3 above: jirauser
    • Password: Enter the password you chose in step 3 above.
    • Schema: Leave this at the default setting: public
  8. Click the Test Connection button to test the connection settings.
  9. When you have a working connection, click Next.
  10. Enter the following application properties:
    • Application Title: My company JIRA
    • Mode: Accept the default mode: Public
    • Base URL: Enter the full website address at which JIRA is running, not just 'localhost'. For example, if your computer name is 'coopers' then the base URL should be: http://coopers:8080. Or specify a website address, such as http://www.foobar.com:8080.
  11. Click Next.
  12. Select Software development
  13. Click Next.
  14. License Key: If you do not already have a JIRA license, follow the prompts on the setup wizard screen to get an evaluation license key.
  15. Specify the administrator account. This will be your JIRA super user:
    • Full name: Charlie of Atlassian
    • Email: We recommend that you give your own email address here.
    • Username: charlie
    • Password: Enter a password for the administrator account and enter it again to confirm it.
  16. Click Next.
  17. Email notifications – For the purposes of the Atlassian Dragon Quest, we recommend that you configure email notifications later. This is the default setting.
  18. Click Finish.
    If you changed the base URL in step 7, this is a good place to log out and log back in using the new base URL.
  19. Perform the following configuration steps:
    1. Allow unassigned issues and check that the remote API is enabled:
      • Choose > System.
      • Enter your password if prompted, to confirm that you want administrator access. (Note that the Atlassian applications will request this confirmation at various steps in the process. This guide will not mention this step again.)
      • Click Edit Settings.
      • Check that the ON radio button is selected next to Allow unassigned issues. It is on by default.
      • Select the ON radio button next to Accept remote API calls.
      • Click Update.
    2. Add the groups that you will need later for Confluence and Bamboo:
      • Choose > User Management.
      • Choose Groups in the left column.
      • In the Add Group section, enter a group name of 'confluence-users' and click Add Group.
      • Add the following groups as well.
        • confluence-administrators
        • bamboo-admin
    3. Make Charlie of Atlassian  a user and administrator in Confluence and Bamboo by adding him to the relevant groups:
      • Click Bulk Edit Group Members.
      • In the left-hand box, select the three groups:
        • confluence-users
        • confluence-administrators
        • bamboo-admin
      • In the right-hand box under Add members to selected group(s), enter the username: charlie
      • Click Add selected users. Charlie's name will appear in the middle box as a group member of the selected groups.

Screenshot 2 (click to enlarge): The JIRA Dashboard when you first log in

Problems? Please raise a support ticket for the product you're stuck on, or see answers from the community.
Victory? Please continue.

Step 6. Set up a Project and Create your JIRA Dashboard

In this step you will create some data in JIRA, including a project and an issue, for use in the subsequent stages of this integration procedure. Then you will create your own JIRA dashboard with a couple of gadgets. For this procedure, you need to be logged in as JIRA Admin.

  1. Create a project in JIRA:
    • Click > Projects.
    • In the Projects page choose Add Project.
    • Select the 'Software Development' project type, then click Next
    • Click Select
    • Enter the following information:
      • Name: Dragons
      • Key: DRA
    • Click Submit.
  2. Drop access to administrative functions:
    • (As a matter of good practice you should drop access to administrative functions when no longer required.)
    • Click Drop access link visible in the page header.
  3. Add two versions (1.0 and 2.0):
    • Click Administration at the top of the project summary.
    • Click Versions in the left-hand panel of the Dragons project screen.
    • Enter the following information, then click Add:
      • Name: 1.0
      • Description: Version 1.0
    • Do the same for Version 2.0.
  4. Add an issue to your project:
    • Click Create at the top of your screen in order to create a new issue.
    • Enter the following information about your new issue:
      • Project: Dragons
      • Issue Type: Bug
        Click Next to see the full form 

      • Summary: Dragon slayer's equipment is defective
      • Affects Version/s: 1.0
      • Assignee: Click Assign to Me, which will assign this task to Charlie of Atlassian.

      • Description: There's a hole in the dragon slayer's water bucket
      • Original Estimate: 1d
    • Click Create. You now have an issue with a key of 'DRA-1'. Click the issue key and take a look at your new issue.
  5. Create a new dashboard for all your dragon-related tasks, issues and general fire fighting:
    • Click Dashboards > Manage Dashboards at top left of your JIRA screen.
    • Click Create new dashboard.
    • The Create New Dashboard screen appears. Enter the following information:
      • Name: Dragon Development Dashboard
      • Description: A dashboard for dragon slayers, fire fighters and like-minded brave souls
    • Leave the other fields at their default values and click the Add button at the bottom of the 'Create New Dashboard' screen (not the one next to 'Add Shares').
  6. Click on the dashboard name to edit it. You can now add gadgets.
    • Click Add Gadget.
    • The 'Gadget Directory' will appear, showing a list of the available gadgets for your JIRA dashboard. Enter 'projects' into the search box at top right of the gadget directory.
    • The list of gadgets will change, to show only the gadgets that match your search term. Find the Projects gadget and click Add gadget.
  7. Find and add the Assigned To Me gadget in the same way.
  8. Click Close to go back to your dashboard.
  9. Drag the Assigned to Me gadget to the top right of your dashboard:
    • Move your mouse pointer over the gadget's blue title bar.
    • The cursor icon will change to a four-pointed arrow (or a hand). Click the gadget title bar with the left mouse button then drag the gadget to the right. Drop it in the space labeled 'Drag your gadget here.'
  10. Configure the Projects gadget to point to your 'Dragons' project:
    • Select 'Dragons' from the Projects list in your Projects gadget.
    • Leave the default values as configured for View and Number of Columns.
    • Click the dropdown arrow next to Refresh Interval and select Every 15 Minutes.
    • Click Save.
  11. Configure the Assigned to Me gadget:
    • Leave the default values as configured for Number of Results and Fields to display.
    • In Refresh Interval check off Every 15 Minutes.
    • Click Save.
Problems? Please raise a support ticket for the product you're stuck on, or see answers from the community.
Victory? Please continue.

Victory!

(tick) You can now see your project dashboard with 2 gadgets on it! The Projects gadget shows the project lead Charlie of Atlassian. The Assigned to Me gadget shows the single DRA-1 issue assigned to Charlie.

Screenshot 3 (click to enlarge): JIRA dashboard with two gadgets

Problems? Please raise a support ticket for the product you're stuck on, or see answers from the community.
Victory? Please continue.

Don your belt and boots, and move to the next stage
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7 Comments

  1. At Step 2: Install your PostgreSQL Database Server, if you face "Problem running post-install step" problem at the end of installation, just make sure you have created such a user with your desired password
    It is probably because you haven't successfully created a user named "postgres" (without double quotes)
    For quick reference. Step 2.3
    • Enter a password for the super user ('postgres'). Remember this username and password. You will need it each time you log in to the database.
  2. While modifying groups assigned to the user (Step 5), I accidentally removed him from the jira-users group. After this, I was not able to see the newly created project under the Project menu nor could I see the Create Issue button. 

    There would have been more surprises further along (smile). I think it will be helpful to explicitly call this out.

  3. For Step 2: Install PostgreSQL DB, I wasn't able to find 8.4 on the link provided (http://www.postgresql.org/download/) but I was able to find it here: http://www.enterprisedb.com/products-services-training/pgdownload

  4. It does not look like the 6.1.5 .binfile works with JDK ~1.8. Be careful that you have 1.7.X.

  5. I haven't had any luck finding older versions of PostgreSQL yet.
    For the time being i'm using mysql 5.5