Jerry Bolden

Jerry Bolden


Recent posts by Jerry Bolden

3 min read

4 Things to Look Out for When Migrating to Atlassian Cloud

By Jerry Bolden on Jun 28, 2021 3:17:41 PM

Blogpost-DisplayImage-June_Challenges moving from server to cloud (# things to look out for)Migrating to cloud can be a challenging move for any organization: there are many moving pieces to keep track of, and with the threat of negatively affecting both internal and front-facing operations, failure is not an option! Here are some key blockers to keep in mind when migrating to Atlassian Cloud from on premise instances, so that you can review ahead of time just how prepared for a successful migration your company is:

  • User Management
  • Automations
  • Size of Attachments
  • Apps

User Management

User Management and how users are set up is a major difference when operating in Atlassian Cloud versus on premise. This is an important obstacle to understand and address, as the approaches for user management are different between cloud and on-premise. Key to this is how users are created and managed; equally important is identifying any users with missing or duplicate email addresses, since these cause problems with data integrity and users being able to use Filters and Queues in Atlassian Cloud. 

Automation

Automations are critical to research, as some automations may not be functional or even allowed in Atlassian Cloud: these will need to be identified and assessed to determine the balance between the value they bring and the level of effort of recreating them. 

Attachments

Size of Attachments becomes critical when using the Jira Cloud Migration Assistant, as this does not support migrating Jira Service Desk projects, which may require importing data via Site Import that forces attachments to be uploaded separately in 5 GB chunks, one chunk at a time. This alone will drive the migration of attachments to exceed a typical outage window, as the Site Import process must first conclude prior to uploading attachments. 

Jira Service Management utilization is tied to the size of the attachments as noted above. While JSM is used heavily it is currently not able to be migrated using the Jira Cloud Migration tool. With that being said this drives the use of site import. With this comes having to migrate the users and attachments separately. This becomes more moving parts during the migration outage and the coordination and timing will become even more critical.  

Apps

Jira Suite Utilities (JSU) / Jira Miscellaneous Workflow Extension (JMWE) / Scriptrunner are apps available in the Atlassian Marketplace that may be used in one or more of your current workflows. While these apps have helped to drive the creation of workflows and processes to automate certain transitions or enforce proper data collection, there is also no current migration pathway to Atlassian Cloud. While JSU has become part of the native cloud, JSU along with the other two apps must be manually fixed in all workflows migrated up to the cloud. You must run a query on your on premise data base to ensure you map out all transitions affected by the apps. Then once the migration to cloud is complete, they must be reviewed and recreated manually to ensure they are all working properly. Where possible utilizing the out of the box options, that mimic JSU, can help to move away from at least one app. 

Specific to Scriptrunner, one common scenario is the use of it in filters can cause them to no longer function, potentially causing boards and dashboard to render incorrectly. These filters must be rewritten using the Scriptrunner Enhanced Search functionality. One good example is any filter that contains the phrase "issueFunction not in" will need be rewritten as "NOT issueFunction in". It would be advisable, when doing the migration to Cloud, to open a ticket with the vendors for advise on how to fix scenarios with JQL that worked in Server/Data Center that no longer work "as-is" in Cloud.

Overall these key obstacles will get you on the correct path to understanding what you know will need to be done in preparation for starting the migration. This by no means is a complete list of the only obstacles that you can encounter, but we hope it will help you to be proactive in fixing obstacles before they become a blocker to the migration.

We are Atlassian experts, and understand how the move to cloud can be fraught with unpleasant surprises. If you have any questions, or are in need of professional assistance, contact us, we would love to help!

Topics: atlassian blog automation best-practices migrations atlassian-cloud marketplace-apps jira-service-management cloud migration
2 min read

Why Instructor-led Atlassian Training Is Better Than Online Courses

By Jerry Bolden on May 24, 2021 9:15:00 AM

Blogpost-display-image_Why instructor-led Atlassian training is better than online coursesAs the world transitions to more virtual or remote work and training, it seems that more organizations look to the ability to perform training online. Not with an instructor, but just the class or lab. 

While it is true you can follow along with a course online, you cannot ask the course questions and get answers live, and the question you type in will likely only get a direct answer (if any),  not an in-depth assessment of the question and other considerations that could arise.  Having an instructor-led course makes sense for the same reason there is a Human Resources department in each company: they are in charge of onboarding and touching base with new employees as they transition into a company and its culture.  Sure, the tasks of onboarding can be done online, but who would be there to answer questions or concerns of the employee without a team dedicated to making each employee successful in a company?  Instructors have the same drive, which is to make not only the training successful, but to ensure each person successfully learns the program. 

Personal interaction and adjustments to the class can be very important, and are not easily done through online-only learning.  Instructors are able to give students the experience and anecdotes they have learned while using the product.  They are not only able to clearly answer questions and point the person in the right direction, but they can also teach some of the 'tricks of the trade' they have learned throughout the years. This can help people retain the information as it is a personal story to connect the person and the instructor.  

Interpretation of body language or inflection in a voice is something that once again can only be done with human interactions.  The ability to listen to a person's question and read them or their voice allows for a better set of answers given to questions.  An instructor can not only give the answer to a specific question, but also understand if that answer is what the person was truly looking to understand or is now just accepting that answer and hoping they will learn, later on, what they wanted to know.  This also allows instructors the ability to ensure they have clearly understood the question and, in turn, clearly provided the right answer to the question.  The minimal interaction an instructor allows is for clarity and answering of questions to be focused to each person.  

Finally, when you have instructor-led teaching, the instructor is able to understand the different levels of knowledge/experience in a class at any time.  This allows the instructor to help with "extra" learning by being able to teach different levels of information.  This ability is important not only for the instructor to ensure they are communicating at the correct levels to people, but also it helps to drive the most fulfillment from the training. As instructors adapt to the classes, they can still go over the information, but at times may go a little deeper into a demo if the class is showing they can handle the learning, thus giving them more value to the training and the time they are willing to invest in the class. 

Instructor-led training is not necessarily essential to learning how to use a system, Atlassian or others. Yet without an instructor, the value of the course is minimized and relegated to only the material on the screen.  Instructors are able to not only lend their experiences and learned knowledge, but also allow for different individuals to get more out of the training as they may be able to handle more advanced information.

Interested in getting your teams the tools they need to reach their maximum potential? Contact us, and one of our Atlassian experts can talk you through our training options.

Topics: atlassian blog teams training atlassian-solution-partner remote-work
3 min read

Getting the Most From Your Jira Service Management Automations

By Jerry Bolden on Mar 29, 2021 2:45:22 PM

Blogpost-display-image_Getting the most from your JSD automationsHow many times is the number of clicks, fields or screens having to be navigated through used as a reason that work efficiency is low?  It is a main way to discuss lack of efficiency by users of any system.  Well, Jira Service Management has automation built in for just these type of issues. And when leveraged properly, Jira Service Management automation can help drive closing out issues for users as well as ensuring customers feel engaged and informed.  

While time is a focus of most people, as it is the one thing that never stops: being able to use it effectively on things that NEED your attention is key.  Yet, the first hurdle most people have is identifying what actions do not need to be performed by someone.  Automations are things that can be based on inputs by a person, and therefore are always going to be selected the same. For example, filling in a customer based on name or filling out a number field based on selection of priority.  Once these are identified and agreed upon, you can then start to figure out the next phase: how to build the workflow around these to aid in the automation. 

One of the keys to automation is how the workflows are set up in Jira Service Management.  The workflow, when configured with either the correct transition or status or combination thereof, can facilitate the automation. Having a workflow set up to allow for automation based on a specific entry into a status or trigger of transition will helps both agents and administrators of Jira Service Management manage their work more easily.  On the administrative side, the proper set-up will allow for focused automation(s) and ensure they are easy to link without writing out complicated if-this-then-that statements.  On the Agent side of the house, the simple automation UI makes it easier for them to understand their triggers. The Agent can then move on to another issue until the need for follow-up arises. For example, transitioning a request to Pending Customer may pause the SLA, but automating the transition back to In Progress based on a customer comment alerts the Agent they've received their feedback. 

At this point you may be wondering what are some of the items that can be automated in Jira Service Management to ensure efficient flow of information.  Here is a list of some of the ways to use automation for communication:

  • Customer alerts for approval
  • Alerts for review of information
  • Alert them to closure of ticket
  • Alert to lack of response

The first part of the communication is understanding what YOUR customers will need from your team to understand what is happening with their issue.  For the most part, customers want to be appraised of receipt and communication of progress consistently.  With this mindset and communication to customers, you will inevitably save time by eliminating constant customer inquiry on what is going on with their tickets or the "do you need anything from us?" question.  While this can be a bit overwhelming at first, at Praecipio Consulting, this is one fo the many items outlined in our Accelerator for Jira Service Management implementation.  We have gathered best practices from many different implementations to put together a "starter kit" on automated communications. 

The other side of the automation for Jira Service Management is automating information based on user inputs.  By filling in specific fields based on user input or spinning up linked tickets to connect to the current issue, the automation inside of Jira Service Management for tasks that, while not hard, can become tedious, is where the Agents and Customers see the benefit.  Remember, the users main complaint centers on the amount of time they take to get the issue closed and move on to another one.  So while remembering that fields can be adjusted is a good thing, spinning up another issue that is linked is even quicker, thus eliminating the time to move information and instead having it done automatically by selecting the correct workflow transition.  

Overall, the key to getting the most out of the automation in Jira Service Management is first figuring out where you can save time for the users of the system.  Second, determine how to communicate to your customers in an effective manner that can be automated, but also ensuring your customers' satisfaction.  This should be centered on letting them know what is happening with their ticket and drawing them back in to the solution when needed.  As always, anything to remove steps (clicks) from the user is going to not only get more out of Jira Service Management, but also drive a higher usage of the system, correctly, back into your organization. 

We are experts in Jira Service Management, and would love to help you make the most out of this powerful tool.  If you're curious to see if Jira Service Management is a good fit for your organization, drop us a line and one of our experts will get in touch with you.

Topics: jira blog automation workflows jira-service-management
2 min read

Using Jira Service Management's email functionality for ticket intake

By Jerry Bolden on Feb 8, 2021 12:04:00 PM

Blogpost-display-image_Using JSDs email functionality for ticket intake

Setting up an email account within Jira Service Management (JSM) allows different clients to provide extensive information without using the Portal every time they have a question.  While this is a great functionality within JSM, and quite easy to set up, there are some key items to remember to ensure all works well: things that can be required, setting up the queue, and email addresses do's and don'ts.  

As you set this up, not only will you need an email address tied to an inbox, but it's just as important to have a request type set up in your JSM project. The request type should be hidden from the portal; this way it cannot be selected as an option if someone accesses the portal to create requests. This will give you control and the ability to clearly separate emailed requests from ones created through the portal by other users/customers. Once the request type is set up, you can only require the Summary and/or Description to be set.  These two fields will be pulled directly from the email, with the subject becoming the summary and body of the email becoming the description.  If you try and require any other fields, the request type will fail and the emails will not be processed into requests automatically. 

In conjunction with setting up the request type for the email is setting up the queue for this specific request type.  Remember, you are able to reference the name of a request type in JQL searches. This allows your agents to quickly identify which requests were created via email and not just lumped into the other queues.  Due to some of your requests being created through email, the communication back to the customers is critical to make them feel like the request is being seen. The queue will alert the team when there are incoming email requests, and coupling them with SLAs correctly, will focus the proper communication and solving of these issues consistently. 

Lastly, think critically about the email address you select.  First, the email needs to be specifically used to receive issues from customers; this means it should not be used for mass communication where you also get NoReply email addresses, or mass communication that will cause false tickets to be created.  While you can add certain automation into JSM to look for specific emails and not respond to them, the point of JSM is to allow for ease of administration of a Service Desk of which customer communication is the most critical item. 

Overall, the email request creation for JSM is a great option, which is at times easier for users/customers to use versus going onto a portal.  With the proper configuration and use of the recommendations in this article, the email will function and you can maximize the effectiveness of JSM email requests.  Always keep in mind it is better to have a purposed email address than to reuse one and wonder why some emails work, some do not, and there are loops of comment(s) being sent due to NoReply. 

For any help with this issue, or anything else Atlassian, drop us a line, we live and breathe Atlassian, and would love to help!

Topics: atlassian jira-software email-notifications atlassian-solution-partner jira-service-management
3 min read

How do I migrate to Cloud if my apps aren't compatible?

By Jerry Bolden on Dec 23, 2020 1:06:11 PM

Blogpost-display-image_How do I migrate to Cloud if my apps arent compatible-

How many people are ready to move to the new hotness: Atlassian Cloud?  While this is becoming a more focused platform for Atlassian, there are some things that each company/team will need to think about as they move to the cloud:

1. What do I do if my current Server/DC apps are not compatible? 

2. What do I need to understand about my current set up within my workflows?

Apps are used to upgrade the out-of-the-box abilities of Jira, Confluence, and Bitbucket and most people not only become reliant on the apps, but may not even know they're using the apps for their day-to-day work. While there are quite a few apps operating on all three platforms (Cloud, Data Center and Server), some apps may not be available for all three platforms. For example, an app may be supported for Cloud-only or Data Center only.

While trying to migrate to Cloud, you need to understand which Apps are also compatible in Cloud and which ones are not. You can navigate to Atlassian Marketplace and set your first filter for Cloud.  Then, simply search the App name and the marketplace will do a good job giving you other options that have some of the same features as your current Data Center/Server app. Look through the recommendations and compare the current features you use with some of the recommended apps features.  The best thing is to also download a trial version of those apps in Cloud, but also if you are still on Data Center/Server, see if they have an app trial for those platforms as well.  

The other side of this will be having apps that exist on Cloud as well as on Data Center/Server but may affect your workflows.  For example, Automation has come included within the cloud, but JSU Automation Suite for Jira Workflows exists as a separate app on Data Center/Server.  While this app is now integrated into the Cloud,  when importing the data, workflows, etc. during the migration, you currently cannot use the Atlassian Cloud Migration tool and the links to the automation can fail. 

Reach out to those specific App vendors for support and open a ticket to understand what the migration path could be from Data Center/Server to Cloud. For example, In JSU's case, you have to redo all the affected workflows and their validators, conditions and post functions.  While some applications will be compatible, others will either require a little manual reconfiguration or finding ones similar in features to your current Apps.

Migrating to Atlassian Cloud is becoming more and more seamless as Atlassian continues to focus on the Cloud platform. But where apps are concerned, you will need to either find apps that already have a Cloud version or look for the Developer to review similar options and features. 

If you need guidance with your Atlassian Cloud migration, Praecipio Consulting is here to help! Contact us and one of our specialists will contact you shortly, and in the meantime, here are some helpful resources that you can start with

Topics: atlassian blog migrations cloud atlassian-solution-partner marketplace-apps
2 min read

Affects Version vs. Fix Version in Jira: The Difference

By Jerry Bolden on May 12, 2020 9:15:00 AM

2020 Blogposts_What’s the difference between Affects Version & Fixed Version-

In today's post, we'll address the age-old question: which came first, the Affects version (egg) or the Fix version (chicken)?

Both of these fields are automatically created in Jira out of the box. They are related to Software Development Life Cycle (SDLC) projects and are the foundation of releases in Jira. While they are linked and work in tandem at some points, there is a best practice when using the versions inside of both of these fields. Before we delve into how they relate, let's define what each field is and how to properly utilize them. 

What is Fix Version?

Fix version is the release version used to track different software developments and/or any updates. You fill out the Fix version to ensure that as you develop stories, and you can group them together when setting up a release delivery. This release could contain multiple issues created to serve different client needs, and this is designed to help each development team and PO (product owner) track all code to be released at one time. 

What is Affects Version?

The Affects version allows you to track bugs or defects that exist in already-released code. The bug will have a new Fix version on it, which will designate the code release where you can find the solution. Additionally, you can query off of this field to identify which code is having problems after its development and scheduled release. 

Which Comes First?

Now that we reviewed definitions of each version, we can answer the age-old question from the beginning of the post: which came first? In this instance, the Fix version (chicken) comes first. Not only does it group issues together for release, but it's also a way to use the Affects version field properly and efficiently. Without the Fix version field, the Affects version field cannot tie any detected issues back to the respective code releases.

When using these fields, start by tracking releases through the Fix version field first, then use the releases to connect any bugs you found to the Affects version field. This does not stop anyone from using a new Fix version on the bug issue and linking it to a new code release.  

I hope this information will help settle any office disputes about which comes first! You should now be able to communicate through examples with Jira. Think about it this way: if the egg came first, the system would be ineffective, so the chicken most definitely came first. If you want to have a friendly debate about this age-old question or discuss anything related to Jira and/or software development, reach out to us!

Topics: jira blog sdlc tips jira-software coding

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