Jira For T2S. External User Guide. Version 1.1

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Transcription:

Jira Fr T2S External User Guide Versin 1.1

Cntents 1.0 Dcument Management 4 1.1 Dcument Identifier 4 1.2 Dcument Histry 4 2.0 Intrductin 4 3.0 Getting Started 5 3.1 Cnnect 5 3.2 Lg In 5 4.0 Create an Issue 6 4.1 Via Web Interface 6 4.2 Via Email 8 5.0 Issues Wrkflw 8 6.0 Managing the Issues 9 6.1 Search 9 6.2 Navigate and Mdify the Issue 12 6.3 Clsing and Repening an Issue 12 7.0 Exprts and Email Ntificatins 13 7.1 Exprts 13 7.2 Email Ntificatins 14 8.0 Miscellaneus 15 8.1 Change Passwrd 15 8.2 Change Email 15 8.3 Mre Inf 15 8.4 Glssary 15

12 February 2015 1.0 Dcument Management 1.1 Dcument Identifier [T2S-261] 1.2 Dcument Histry Date Versin Details 09 Feb 15 1.0 First Release 12 Feb 15 1.1 Added chapter Change Email 2.0 Intrductin The aim f this manual is t guide the external user with respect t the main functinalities f the tl which Mnte Titli has implemented as tms (truble management system), fr the Cmmunity and Business Day test phase during the T2S prject. Als the TMS will help centralize all questins and dubts related T2S functinalities and perability (nce addressed t t2s@lseg.cm). 4

12 February 2015 3.0 Getting Started 3.1 Cnnect Mnte Titli s TMS can be reached trugh the website: http://t2s-tms.mntetitli.it The Lgin panel will be displayed as: 3.2 Lg In Enter yur Username and Passwrd and click the Lg In buttn. The dashbard will be displayed. 5

12 February 2015 The Dashbard is the first page yu see (by default) after lgging in t JIRA. The navigatin bar (at the tp f the screen) is the same n every screen in JIRA. It cntains links which give yu quick access t many f JIRA's mst useful functins. The System Dashbard screen itself, displays the gadgets which have been pre-selected fr yu. 4.0 Create an Issue 4.1 Via Web Interface Click Create at the tp f the screen t pen the Create Issue dialg bx. 6

12 February 2015 Select the Issue Type n the Create Issue dialg bx. Type a Summary fr the issue and cmplete any apprpriate fields at least required nes which are marked by an asterisk. Many fields have a drp-dwn list f chices frm which t select the mst apprpriate: Issue Type: Incident - A prblem which impairs r prevents the functins f the prduct Questin - A dubt r an investigatin request (nce addressed t t2s@lseg.cm) User Testing Stages: Cmmunity Business Day Impacted Area: T2S - GUI T2S - System MT - Cnnectivity MT - Static Data Management MT - Pre-settlement MT - Settlement MT - Reprting MT - Custdy Services MT - Crprate Actins MT - Psitin Management Pririty: Critical Cmplete unavailability f ne r mre services fr which n wrkarund is available Urgent Majr lss f functin Medium Minr lss f functin, r ther prblem where easy wrkarund is present Lw - Csmetic prblem MT will review the pririty accrding t the defined severities Please nte that the field marked External Reference is reserved nly fr MnteTitli s internal use Once all the necessary fields are ppulated, select Create at the bttm t insert the new issue in t the TMS database The user lgged in during the issue creatin, will be autmatically registered as Reprter f the issue. 7

12 February 2015 All issues are created Private (nly Reprter and MT users can see them). Once the issue has been analysed by MT, it will becme Public. 4.2 Via Email It is pssible t create an Incident via email, by sending an email t the address: Issue Creatin: t2s-tms@lseg.cm The subject f the email message will becme the issue summary. Since all issues require a summary, each email message intended fr issue creatin shuld include a subject. The bdy f the email message will be the issue descriptin and it must cntain the cncerned Impacted Area. Only INCIDENTs can be created via email. The sender email must be the same used fr the user registratin. The sender user will be registered as Reprter f the Incident. Any attachments t the email message will becme attachments t the issue. T ensure cmpatibility with varius perating systems, any f the fllwing characters in the filename will be replaced with an underscre character: \, /, ", %, :, $,?, *, <,, >. The issue will be created with the default pririty (Medium). If a different pririty is desired, please specify it in the email bdy. Cmment Creatin: If an email message cntains an issue key (JIRA ID) in its subject line and that issue key exists in TMS, the prgram will add the email message cntent as a cmment n the issue Any attachments t the email will becme attachments t the issue. 5.0 Issues Wrkflw Bth Incidents and Questins will fllw a specific wrkflw, that will allw each user t knw at all times the current status f each issue and t perfrm the necessary actins when needed. 8

12 February 2015 Statuses: New Once an Issue is created, it can be clsed r assigned. External users can nly clse, whereas an MT user can clse r assign the issue fr wrk t cmmence n it. Assigned The issue is currently Wrk in Prgress at MT. Client Actin Required MT has prvided a slutin/respnse and the Reprter can accept r refute such reslutin. The same status can be used by MT t request fr further details n the issue in rder t prceed with the analysis, this specific usage is identified by the field Reslutin ppulated with Incmplete. Clsed The issue was cnsidered slved by the reprter and is nw clsed. A previusly clsed issue can be repened by MT users. 6.0 Managing the Issues Each external user will have cmplete visibility n their wn issues and n all Public nes. 6.1 Search T search an issue (Incident r Questin) there are many filters already available but is als pssible t create (and save) custm nes. 9

12 February 2015 On the bar at the tp, select Issues>Search fr issues The search page is then displayed with the Basic Search bar: Basic Search Change t Advance Search 10

29 January 2015 Basic Search: It is pssible t apply the already prepared filters t search fr issues in the TMS. Default Filters: Filters are already preselected in rder t search the issues Advance Search (JQL Query): Is pssible t create persnal queries using JIRA Query Language such as: status = pen and pririty = urgent and assignee = jsmith (fr mre infrmatin regarding JQL, see: https://cnfluence.atlassian.cm/display/jira063/advanced+searching) Save: It is pssible t save the current query by selecting Save as. Save current Query Advance Search (JQL Query) Default Filters Search Results 11

29 January 2015 6.2 Navigate and Mdify the Issue By selecting ne f the issues in the result list, is pssible t pen it and see all its details n the right side f the screen. Insert cmments and attachments In this view it is pssible t add cmments and attachments t already existing Issues. It is als pssible t see cnnected cmments and histry under the Activity sectin In this screen the Security Level f the issue is als shwn 6.3 Clsing and Repening an Issue When an issue (incident r questin) is in status Client Actin Required, and it s assigned t the Reprter, the client must decide if the Reslutin given by Mnte Titli is accepted/validated and therefre clse the issue, r refute Mnte Titli s respnse by repening it. If MT Reslutin is a request fr further details (Reslutin = Incmplete), the client must Repen the issue after prviding the necessary details, s that MT will be able t finalize the issue analysis. 12

29 January 2015 Clse Issue: If Mnte Titli s reslutin is accepted, select Clse Issue and the issue will g t status Clsed. Please add a cmment if necessary. Repen Issue: If Mnte Titli s reslutin is nt acceptable r the prvided fix is nt wrking as expected, select Repen Issue t reassign the issue t Mnte Titli in rder t have the matter repened and re-assessed. The issue will g back t status Assigned. Please add a cmment t explain the reslutin rejectin. 7.0 Exprts and Email Ntificatins 7.1 Exprts After applying the necessary search filters, it will be pssible t exprt the results in varius frmats by selecting the Exprt buttn n the tp right crner. 13

29 January 2015 It is als pssible t exprt single issues by selecting the Exprt buttn inside the issue detailed view. 7.2 Email Ntificatins An email ntificatin will be received by Current Assignee and Reprter f the issue each time a mdificatin/status change takes place. The email will be sent t the email registered fr the user invlved. All the registered clients will receive an email in case f Public issue reslutin. 14

29 January 2015 8.0 Miscellaneus 8.1 Change Passwrd T change the passwrd click n the avatar n the tp right crner and select prfile, than select Change Passwrd and fllw he prcedure. The new passwrd will be applied immediately. 8.2 Change Email T change the email address assciated with the current user, click n the avatar n the tp right crner and select prfile, than select the Pencil icn and fllw he prcedure. The new email will be applied immediately and it will receive all the ntificatin related t that user. 8.3 Mre Inf Fr mre infrmatin, please g t the Atlassian nline guide: https://cnfluence.atlassian.cm/display/jira063/jira+user%27s+guide 8.4 Glssary Acrnym MT TMS Descriptin Mnte Titli Truble Management System (JIRA) 15

The publicatin cntains text, data, graphics, phtgraphs, illustratins, artwrk, names, lgs, trade marks, service marks and infrmatin ( Infrmatin ) cnnected with Mnte Titli S.p.A. ( Mnte Titli ). Mnte Titli attempts t ensure Infrmatin is accurate, hwever Infrmatin is prvided AS IS and n an AS AVAILABLE basis and may nt be accurate r up t date. Infrmatin in this publicatin may r may n t have been prepared by Mnte Titli but is made available withut respnsibility n the part f Mnte Titli. Mnte Titli des nt guarantee the accuracy, timeliness, cmpleteness, perfrmance r fitness fr a particular purpse f the publicatin r any f the Infrmatin. N respnsibility is accepted by r n behalf f Mnte Titli fr any errrs, missins, r inaccurate Infrmatin in this publicatin. This publicatin des nt represent slicitatin, by Mnte Titli, f public saving and is nt t be cnsidered as a recmmendatin by Mnte Titli as t the suitability f the investment, if any, herein described. N actin shuld be taken r mitted t be taken in reliance upn Infrmatin in this publicatin. We accept n liability fr the results f any actin taken n the basis f the Infrmatin. February 2015 Mnte Titli S.p.A. Lndn Stck Exchange Grup All rights reserved Cntact Details Address: Mnte Titli, Piazza Affari 6, 20123 Milan E: mt-t2s-test@lseg.cm T: +39 02 33635 800 Mnte Titli S.p.A. Piazza degli Affari, 6 20123 Milan www.lseg.cm/mnte-titli