GreenHopper 101

To make it easy to add and manage JIRA plugins, you need to first do the following:

1. Click the 'Administration' link on the top bar to open the JIRA administration console.
2. Click the 'Universal Plugin Manager' link under the 'System' section in the left menu to open the 'Universal Plugin Manager'. The 'Universal Plugin Manager' will be displayed, showing the plugins installed on your JIRA instance.
3. Click the 'Install' tab in the UPM. The 'Find new plugin' page will display, showing the featured plugins available for JIRA.
4. Type 'GreenHopper' in the 'Search the Plugin Exchange' box and click the 'Search' button.
5. The GreenHopper plugin will appear in the 'Featured Plugins' section on the 'Install' tab. Click the 'Install' button. A confirmation message and the plugin details will display, if it is installed successfully.
6. Restart JIRA.

It should only take you a few minutes to install the GreenHoppper plugin. If you have any difficulty during the installation process, please contact our support team for assistance. They're ready to help at any time.

You can obtain your GreenHopper license, or generate an evaluation license, via your Atlassian account.

1. Log in as a user with the 'JIRA Administrators' global permission.
2. Click the 'Administration' menu in the top navigation bar and select 'JIRA Administration'.
3. Click the 'Licence Details' link under the 'GreenHopper' section of the administration menu. This will display the 'GreenHopper License' screen.
4. Enter your license details and click 'Add'.

If you set your GreenHopper projects to use the 'Scrum' template, your projects will automatically be configured to use Stories, Epics, Story Points, Ranking and Flagging.

Tip: You have the flexibility to configure the GreenHopper 'Default' template and/or the GreenHopper 'Scrum' template to your organisation's needs — please see the documentation on Specifying your Project Templates. Further, individual projects can override the templates to suit their requirements — please see Configuring your General Project Settings.

• To set a project to use the 'Scrum' template:
  1. Click the 'Agile' menu in the top navigation bar. The 'Planning Board' (or 'Task Board' or 'Chart Board', depending on the last board you visited) will be displayed.
  2. Click the 'Tools' menu near the top right, then click 'Configuration' from the dropdown menu provided.
  3. Select your project from the project dropdown, if it is not already selected.
  4. In the 'Project Template' dropdown, select 'Scrum'.

You can implement one of the most useful Kanban concepts by simply adding Column Constraints to your Task Board. If the constraints for a column are exceeded, the column will be highlighted in red.

• To set constraints based on the number of issues in a given column:
  1. Click the 'Agile' menu in the top navigation bar and select 'Task Board'.
  2. Click the 'Views' menu at the right of the screen and select 'Compact (Kanban)' from the drop-down menu.
  3. Select the project for which you wish to set a constraint.
  4. In the appropriate column (e.g. the 'In Progress' column), click the 'cog' icon (which will appear at the top right of the column when you hover over the column name).
  5. Click 'Column Constraints'.
  6. Click the 'Edit' link for the 'Standard Issue Count' field, and enter the maximum and/or minimum in the 'Capacity' field. E.g. if your business practice is to have no more than 5 issues 'In Progress' at any one time, you would specify 'Max'=5.
     'Standard' issues exclude sub-tasks.
  7. Click 'Update'. Your changes will be saved.
  8. Close the 'Column Constraints' window. Your Task Board will refresh with the column constraint applied. If the total number of issues in that column of your Task Board exceeds the maximum capacity, the column will be highlighted in red.

For more information, please see the documentation on Adding Constraints to your Task Board Columns (Kanban).

You may want to create 'parent-child' relationships between versions, e.g. you could group sprints under a release version ('Sprint 1', 'Sprint 2', etc) under the version for the major release ("Version 1").

• To set up a version hierarchy, e.g. to break up your major version into sprints:
  1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
  2. From the Project drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
  3. In the column at the right of the screen, click the 'Add' link. The 'Add Version' popup will appear.
  4. In the 'Version Name' field, type the name of your new sprint version (e.g. 'Sprint 1').
  5. In the 'Parent' field, select your major version (e.g. 'Version 1').
  6. Optionally, enter the 'Start Date', 'End Date', 'Release Date' and 'Decription' for your new sprint version.
  7. Click the 'Create' button to create the verion and keep the 'Add Version' popup open (so you can create another version, e.g. 'Sprint 2'), or click the 'Create and Close' button to create the version and return to the Planning Board.

For more information, please see the GreenHopper documentation on Setting Up a Version Hierarchy and the JIRA documentation on Managing Versions.

To force all issues to respect the hierarchy you have set up, you can 'synchronise' versions and components. You can do this either manually or automatically; for more information, please see the documentation.

• To synchronise your versions automatically:
  1. Click the 'Administration' menu in the top navigation bar and select 'JIRA Administration'.
  2. Click the 'General Configuration' link under the 'GreenHopper' section of the administration menu.
  3. In the 'GreenHopper Listeners and Services' section, click the 'Versions Synchronizer' check-box.

1. Click the 'Agile' menu in the top navigation bar and select 'Task Board' from the drop-down menu.
2. From the Project drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
   Tip: the Task Board will not be displayed if you have not yet configured a version for your project.
3. From the Versions drop-down at the top left of the screen, select the version in which you are interested.
4. If you wish to see only the issues that are assigned to you, click the 'filters' icon at the left of the screen and select the 'Only My Issues' check-box.

For more information, please see the documentation on Using Task Board Modes.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board') from the drop-down menu.
2. From the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you wish to create an issue.
3. Click the 'New card' button at the right of the screen.
4. Fill out the 'New issue' form (this is similar to creating a new issue directly in JIRA).
5. Click the 'Create' button to create the issue and keep the 'New issue' window open (so you can create another issue), or click the 'Create and close' button to create the issue and return to your board.

For more information, please see the documentation on Creating an Issue in GreenHopper and Creating an Issue in JIRA.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board') from the drop-down menu.
2. From the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project containing the issue you wish to flag.
3. Find the issue, click the 'cog' icon (which will appear when you hover over the Issue Type or Priority icons), and select 'Flag' from the drop-down menu that appears.

For more information, please see the documentation on Flagging an Issue in GreenHopper

Tip: If the currently selected project is using the 'Scrum' Project Template you may skip the steps below as it sets the 'Sort by' field of the Default context to 'Rank' automatically.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
2. In the Projects drop-down top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Modes drop-down (to the right of the words 'Planning Board'), select 'Project Overview'.
4. In the Context drop-down (which will display 'Default' is this is a new installation and your first visit), select 'On the fly'.
5. In the Context drop-down, select 'Manage Context'.
6. Click the 'Sort' tab. In the 'Sort by' field, select 'Rank'.
7. You can now rank your issues by dragging and dropping the cards on your Planning Board as desired.

For more information, please see the documentation on Ranking Issues in GreenHopper.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Modes drop-down (to the right of the words 'Planning Board'), select 'Version' (or 'Component' or 'Assignee' or 'Project Overview' — whichever is most relevant to the issues you need to schedule/assign).
4. If you have selected 'Version', 'Component' or 'Assignee', a second dropdown will display that you can select the desired version, component or assignee from.
5. Drag and drop the desired card(s) to the version (or component or assignee) to which you want to assign the issue(s).
   You can select multiple cards by using the <Control> (or <Command>) key, or by <Shift> selecting cards.

For more information, please see the documentation on Scheduling and Assigning Issues in GreenHopper.

1. Click the 'Agile' menu in the top navigation bar and select 'Task Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Versions drop-down, select the version in which you are interested. Please note, you will not be able to select 'Unscheduled' or any released versions in this dropdown.
4. Drag and drop the desired card(s) to the column that matches the status to which you want to assign the issue(s).

For more information, please see the documentation on Transitioning Issues in GreenHopper.

Note for Kanban users: if moving an issue causes a constraint to be exceeded, the affected column will be displayed in red (maximum) or yellow (minimum).

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Modes drop-down, select either:
   • 'Project Overview' to view issues assigned to all unreleased versions of a project.
   • 'Component' to view issues assigned to a particular component of all unreleased versions of a project.
   • 'Version' to view issues assigned to a particular unreleased versions of a project.
   • 'Assignee' to view issues assigned to a particular person for all unreleased versions of a project.

For more information, please see the documentation on Using Planning Board Modes.

1. Click the 'Agile' menu in the top navigation bar and select 'Chart Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Versions drop-down, select the version in which you are interested.
4. In the Charts drop-down, select "Hour Burndown Chart".

For more information, please see the documentation on Using the Chart Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Chart Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Versions drop-down, select the version in which you are interested.
4. In the Charts drop-down, select "Issue Burndown Chart".

For more information, please see the documentation on Using the Chart Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Released Board' from the drop-down menu.
2. In the Projects drop-down at the top left of the GreenHopper screen (not in the JIRA header), select the project in which you are interested.
3. In the Versions drop-down, select the version in which you are interested.
4. In the Charts drop-down, select "Burndown Chart"

For more information, please see the documentation on Using the Released Board.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board' or 'Released Board') from the drop-down menu.
2. In the 'PLANNING BOARD' (or 'TASK BOARD' or 'CHART BOARD' or 'RELEASED BOARD') field, select the project in which you wish to search.
3. Type your search criteria in the 'Board Search' box and press the <Enter> key. Your search criteria can be any of the following:
   • The complete issue key.
   • The numeric part of the issue key.
   • Plain text contained in the comments, description or summary field of the issue.

For more information, please see the documentation on Searching for Issues in GreenHopper and Searching for Issues in JIRA.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' or 'Chart Board') from the drop-down menu.
2. Select the project in which you are interested.
3. Select 'New' from the Context drop-down (which will display 'Default' if this is a new installation and your first visit).
4. On the General tab, in the 'Context name' field, type 'Bugs'.
5. On the Filter tab, in the 'Issue Type' field, select 'Bugs'.
6. Click the 'Save and Apply' button.
7. The Planning Board (or 'Task Board' or 'Chart Board') will now only display Bugs.

You can create Contexts that use many different fields, or a JIRA issue filter. For details, see the documentation on Creating a New Context.

1. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' (or 'Task Board' ) from the drop-down menu.
2. Select the project in which you are interested.
3. Click the 'filters' icon at the left of the screen and select the 'Hide Sub-Tasks' check-box.
4. The Planning Board (or Task Board) will now only display issues (no Sub-Tasks).

For more information about the filters available on each board, please see the documentation on Using the Planning Board and Using the Task Board.

1. Click the 'Dashboards' link in the top navigation bar.
2. Click the 'Add Gadget' link at the top right of your dashboard. The 'Gadget Directory' screen will display.
3. Find the 'GreenHopper Agile Gadget' in the list of gadgets and click the 'Add it now' button.
4. Click the 'Finished' button at the bottom right of the Gadget Directory.
5. The 'GreenHopper Agile Gadget' gadget will display on your dashboard. Enter the following setup details for your gadget:
   • 'Project or Saved Filter' — the JIRA project or saved filter for which you want to display GreenHopper data.
   • 'Display chart values' — whether or not you want to display the plot values on the chart.
   • 'Display chart legend' — whether or not you want to display the legend at the bottom of the chart.
   • 'Refresh Interval' — how often the data in the gadget will refresh.
6. Click the 'Save' button.

For more information, please see the documentation on the GreenHopper Agile Gadget and the JIRA Dashboard.

1. Install the JIRA Wallboards Plugin (this is similar to installing the GreenHopper plugin as described above).
2. Click the 'Agile' menu in the top navigation bar and select 'Planning Board' from the drop-down menu.
3. Select your project from the project dropdown, if it is not already selected.
4. Select the 'Project Overview' viewing mode from the drop-down menu under the Project name.
5. Click the 'cog' icon (which will appear when you hover over the Project Overview column on the right) to display a drop-down menu.
6. Select 'Create Wallboard'.
   
   1. A wallboard will be created with the name '<Project name> (autogenerated)' and displayed. Your wallboard is a new page on your JIRA dashboard, and will contain:
      • the Hour Burndown Chart gadget
      • the Days Remaining gadget
      • the Project Progress gadget
   2. Select 'View as Wallboard' from the 'Tools' drop-down on your JIRA dashboard, and stare in awe at your fresh new wallboard. For optimal use of screen real-estate, enter full-screen mode on your browser (F11 in Firefox 3.6 and Chrome 5; Safari requires a plugin to enable full-screen mode) and refresh. Wallboards are optimised for 1920x1080 and 1920x1200 screens, but should work in some other resolution modes.

For more information, please see the documentation on the Wallboards Plugin and the JIRA Dashboard.