Configure the tutorial system
Prepare your system so that you can complete the tutorial.
Tutorial team
In addition to a team and a role, you need access to a a Jira project and connection information, such as the project name and URL.
To prepare the tutorial team, complete the following steps:
- Create a team that you can use
throughout the tutorial. If you do not have administrative
privileges, ask your administrator to create a
Tutorials
team for you. - On the
Tutorials
team, assign your user ID to theLead Developer
role or a group that has this role. ATutorials
team is ideal for new users who are onboarding by working though the tutorials. You might want to create an user ID that is only assigned to theTutorials
team, and can be used by all new users.
Setting up a Jira project
To integrate Jira into the tutorial value stream, you need a Jira project and Jira API key. If you already have a Jira project, you can use that for the tutorial. If you do not have a project already setup, you can follow the instructions provided below.
Using the
free-to-try Jira Cloud, I created a Kanban-type project. I named my project
Delta
and Jira assigned the project code DEL
to my project. Make
sure to note your project code because we use it later in the tutorial.
My default Kanban project provided the following workflow statuses:
- Backlog
- Selected for Development
- In progress
- Done
The first three statuses will correspond to stages in the tutorial value stream. This highlights an important HCL™ Accelerate concept: value streams represent the tools that you use during the project's lifecycle. We do this by identifying objects in the external tools, such as statuses, modes, or states, that can be represented in the value stream. Jira issue statuses are easily represented by value stream stages, as we demonstrate in this tutorial. As Jira issues change status and move through the Jira workflow, their corresponding value stream items move through the HCL™ Accelerate stages.
- Create a Jira task-type issue. Note that instead of creating an empty project, as I did, you can
create a project filled with sample issues.
Figure 1. Default value stream - Using your Jira ID, create a Jira API key. You create Jira keys at:
https://id.atlassian.com/manage/api-tokens
. Copy the API key because you will use it to configure the tutorial integration.
New issues are assigned a status of Backlog
and appear in the
Backlog part of the Jira workflow. Jira issues with this status will appear
in the tutorial value stream Backlog stage. The ID Jira assigned to the issue
in my DEL
project is DEL-1. Jira issues are identified by
the project code and unique number.
HCL™ Accelerate also uses the ID to track value stream items or dots.