Access, Permissions, Security |
- Understand application access, users, and groups
- This topic includes
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Understand how user directories are configured and the impact of user directory order on managing users and groups
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Differentiate between deactivating and deleting users and the steps that must be performed beforehand such as updating project lead, component lead, and issue assignments
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Understand the impact of deleting a group used in schemes, workflow conditions, JQL queries, and restricted comments
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Understand the project role browser and default membership
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Know where groups and project roles are used throughout Jira
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Understand the difference between private versus public mode under General Configuration settings
- Understand admin privileges
- This topic includes:
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Understand the scope and limitations of Extended Project Administration
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Distinguish what actions can be performed by each of the following: board admins, project admins (with and without Extended Project Administration), Jira admins, and Jira System admins
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Be able to grant each of the above admin privileges based on requirements
- Configure global permissions
- This topic includes:
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Understand the purpose of each global permission Recall that global permissions are only granted to groups
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Distinguish project vs. global permissions
- Configure project permissions
- This topic includes:
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Understand the purpose of each project permission
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Recall which permission entries can be added
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Understand the implications of using User Picker and Group Picker custom fields in project permissions
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Recall permissions that are used in combination
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Differentitate when to use groups versus project roles based on requirements
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Understand anonymous access
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Understand the impacts of using “Anyone on the web” group in permissions
- Configure issue-level security
- This topic includes:
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Identify use cases for enabling issue-level security
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Recall the steps to configure issue-level security
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Understand how groups and project roles are used in issue level security
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Recall which entries can be added to security levels, including Reporter, User Picker and Group Picker custom fields and their implications
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Understand how issue-level security integrates with project permissions
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Understand that users can set Comment Visibility
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Know that Comment Visibility can be updated to groups and/or project roles under General Configuration settings
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27% |
Project Configuration |
- Understand project templates and shared configurations
- This topic includes:
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Distinguish project templates
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Demonstrate expertise in configuring project schemes
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Identify which parts are always unique to projects and which can be shared
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Analyze the impacts of modifying a shared scheme
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Determine when to split a project into two to meet business requirements
- Manage versions and components
- This topic includes:
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Understand that versions and components are projectspecific
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Understand what happens to issues and versions during archive, merge and release
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Know the rules for issue assignement based on project default and component default
- Configure issue collectors
- This topic includes:
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Be able to create and configure an issue collector
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Understand how the issue collector integrates with project permissions and required fields
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Set a default reporter
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Know which fields can be added to the issue collector form
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11% |
Issue Types, Fields, Screens |
- Configure issue types
- This topic includes:
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Distinguish which project configurations are mapped to issue types (e.g. workflow, required fields, screens, custom field context) and which are not (e.g. components, versions, security levels, permissions)
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Know the required steps to enable and disable sub-tasks in a single project or globally
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Understand the use cases, prerequisites, and impacts of adding, updating, renaming, and deleting issue types
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Understand that the Default Issue Type Screen Scheme contains all issue types
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Know how to use bulk edit to change issue types, including moving between projects
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Understand the use cases for creating a new issue type versus a new field
- Configure fields
- This topic includes:
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Know the available custom field types
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Differentiate the need for custom fields of type Select List, Checkboxes, and Labels versus system fields such as Components and Labels
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Know the purpose of custom field context (to have different options and default values in different projects or issue types)
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Recall that you cannot have different custom field contexts for different issue types in the same project
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Know the purpose of field configurations (to Hide/Show and Optional/Required fields)
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Know that toggling Hide/Show in field configuration requires re-indexing to return correct search results
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Understand the relationships between fields and permissions
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Understand how the “Configure Fields” user setting is used by individual users
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Troubleshoot configurations that impact field visibility and editibility (screen, field configuration, custom field context, Configure Fields user setting, etc.)
- Configure screens
- This topic includes:
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Understand screens, screen schemes and issue type screen schemes
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Understand transition screens used in workflow
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Understand how screens impact field visibility
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18% |
Workflows and Automation |
- Configure workflows
- This topic includes:
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Know that workflows are mapped to issue types
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Be able to update workflows and workflow schemes
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Configure workflow properties, triggers, conditions, validators, post functions, and transition screens
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Understand how workflows integrate with event notifications, including custom events
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Know how to set a resolution and limit resolution choices within a workflow
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Understand how permissions are used in workflows
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Understand the relationship between workflows and agile boards
- Configure automation rules
- This topic includes:
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Translate requirements into automation rule triggers, conditions, and actions
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Understand what issues are updated in rule branches
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Understand the relationship between automation rules, workflows, and project permissions
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10% |
Notifications |
- Understand mail handling
- This topic includes:
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Understand the “Create a new issue or add a comment to an existing issue” mail handler and it’s settings
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Understand which fields can be configured, especially Assignee and Watchers
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Understand how the email handler integrates with project permissions
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Understand that Jira sends emails based on events in project notification schemes, automation rules, and also filter subscriptions
- Configure notifications
- This topic includes:
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Differentiate notification events fired from issue operations and workflow transitions
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Know what entries can be added as notification recipients
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Understand that project permissions and issue-level security may restrict notifications
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Understand that workflow post functions can be configured to fire any system or custom event
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Know how to configure and use custom events
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Know that Jira admins can set two notification-related User Default Settings and that users can update My Changes and Autowatch in their user profile
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Troubleshoot notification-related issues
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9% |
Advanced User Features |
- Write advanced JQL queries
- This topic includes:
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Understand JQL syntax particularly the functions startOfWeek(), startOfMonth(), openSprints(),
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closedSprints(), futureSprints(), linkedIssues(), and the operators Changed and Was
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Know that parentheses should be used with multiple clauses containing both AND and OR keywords to determine which clauses are evaluated
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Know that search terms containing more than one word should be in quotations
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Know that mutually exclusive clauses will return zero issues
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Be able to interpret JQL queries to predict the results returned
- Configure filters, dashboards, subscriptions
- This topic includes:
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Understand that filter and dashboard sharing restrict which users can see them
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Know the impact of the settings “Default sharing for filters and dashboards” and “Allow users to share dashboards and filters with the public”
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Understand that “Browse Projects” permission and issue-level security restrict what issues are visible in filters, dashboards, and subscriptions
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Know that you can create a personal subscription (for yourself) or a group filter subscription (sent to a single group)
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Predict who will receive group filter subscriptions that contain the JQL functions such as currentUser() and projectsWhereUserHasRole()
- Understand bulk operations
- This topic includes:
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Understand the bulk change wizard and the steps and results of each bulk operation
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Understand how permission and workflow configuration may prevent users from performing bulk operations
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Understand adding and replacing field values with bulk change especially with Labels, Components, Fix Version/s and custom Select List fields
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Understand which fields may need mapping during a bulk move operation
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14% |
Jira Administration |
- Configure global user interface features
- This topic includes:
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Understand the Day and Date/Time Formats in Jira’s Look and Feel configuration
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Understand how to modify date/time formats for both selection and display
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Understand how to configure the application navigator, including hiding links
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Under the announcement banner Public/Private setting
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Know that the Send Email feature can send a message to Groups or Project Roles
- Configure attachments, linking, time-tracking, and General Configuration
- This topic includes:
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Know how to configure attachment options
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Know how to enable issue linking globally
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Configure application links between separate Jira instances
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Understand global time tracking settings
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Understand which settings are configured on the
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General Configuration page including “Allow unassigned issues”, “Comment visibility”, etc.
- Configure statuses, resolutions, priorities
- This topic includes:
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Know how to create statuses, resolutions, and priorities
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Know that renaming these fields may impact JQL queries
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Know which fields can be translated
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Know how to create and associate a priority scheme
- Understand CSV import
- This topic includes:
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Be able to import CSV files through External System Import
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Know how to map fields and add new values
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Recognize a well-formatted CSV file, including Multi Select List fields
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11% |