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Liferay, Jira & Crowd Integration

Prepared By :

Attune Infocom Pvt Ltd


www.attuneinfocom.in
contact@attuneinfocom.in
Liferay Installation
2

 Installation requirement for liferay : 1GB RAM


 Download liferay distribution with various application server for now
we will use liferay + tomcat6
 Intsall java jdk and environment variable JAVA_HOME set to OS
 You can Download the desired bundle from
http://www.liferay.com/web/guest/downloads/portal and unzip to
particular folder
 Run Liferay by double-click on the startup.bat. Open a browser and
go to http://localhost:8080
 Liferay have sample data with it (7cogs) to demo application to
remove this, delete seven-cog folder from liferay-dir/tomcat/web-apps/
… in liferay-dir/data/… also delete hsql database folder
 Re-start your application using startup.bat
 Liferay can be configured to use many different databases. i.e. we
will change the default database (Hypersonic) of the Liferay-Tomcat
bundle to point to a MySQL database
Liferay Installation
3

 We are now using Liferay v5.2 unifies the configuration of the


database in a single file for all application servers. As most other
configuration options you can set this up in the portal - ext.properties
file as follows (example for MySQL):

jdbc.default.driverClassName=com.mysql.jdbc.Driver jdbc.default.url=jdbc:mysql://localhost/lportal?
useUnicode=true&characterEncoding=UTF-8&useFastDateParsing=false
jdbc.default.username=
jdbc.default.password=

If you don’t have existing portal-ext.pro… file than manually create it


and save it to - {liferay-home}\{tomcat}\webapps\ROOT\WEB-INF\classes
Now you have to make sure that you have already created database
like this - create database lportal character set utf8

 If you want configure extra setting than read full administration pdf
from liferay.com and install appropriate libraries
Jira Installation
4

 Pre-requisite for Jira Installation

 Browsers – if you have disabled Javascript in your browser or are


using a script blocker like NoScript, you will need to enable Javascript
for JIRA to get the full experience JIRA has to offer.

 Java - JIRA requires a Java Developers Kit (JDK) to be installed on


the server and set java home variable JAVA_HOME

 Application Server – tomcat 5 or 6 or any other server


Jira installation
5

 Jira available in two distributions – standalone and ear/war

 We will install in war distribution and uses tomcat version 6

 First you download your application distribution from


http://www.atlassian.com/software/jira/JIRADownloadCenter.jspa and
unzip JIRA, Ensure that you download the WAR/EAR version, not the
Standalone version that is recommended on the Downloads page.
Jira Configuration for war
distribution
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 JIRA needs to be told what type of database you'll be using. The database is
specified in
$JIRA_INSTALL/edit-webapp/WEB-INF/classes/entityengine.xml
 Locate the <datasource> tag near the bottom, and change the field-type-
name attribute value. See the relevantsetup guide for your database to find out
what value should be used for field-type-name:

 Also in entityengine.xml , ensure the <transaction-factory>...</transaction-


factory> tag contains:
Jira Configuration for war
distribution
7

 Specify the location of your JIRA Home Directory


(note that you need to do this before you build JIRA)
 Edit the jira-application.properties file
(see the JIRA Installation Directory page to find where this file is
located), add a 'jira.home' property and set it to your desired location
for JIRA home directory. Please use forward-slashes ("/")
 Tomcat does not come with some libraries required to run JIRA. To
fix this, download jira-jars-tomcat6.zip (1.5Mb), and copy the
contained jars to Tomcat's lib/ directory.
 To prevent exceptions related to logging, please ensure that
commons-logging-1.0.4.jar and log4j-1.2.15.jar are present in Tomcat's
/lib/ directory. Also ensure that these files are not present in Tomcat's
webapps/jira/WEB-INF/lib directory.
Additionally, if you are running Sun's distribution of Tomcat, download
tomcat-dbcp.jar and copy it to the tomcat6/lib directory.
Jira Configuration for war
distribution
8

 A JIRA 'context' now needs to be set up in Tomcat. To do this:


1. Make a Catalina/localhost/ directory in Tomcat's conf/ directory.
2. Copy dist-tomcat/tomcat-6/jira.xml from the built JIRA
distribution to your Tomcat's conf/Catalina/localhost/ directory.
3. Customise the copied jira.xml as follows:
Jira Integration with crowd
9

 Prerequisites

1. To install crowd : Refer to the Crowd installation guide for instructions. We


will refer to the Crowd root folder as CROWD.

1. To install JIRA (version 3.7.4 or later). Refer JIRA installation guide We will
refer to the JIRA root folder as JIRA.

1. Purposes of this document is, we will assume that you have used the
'Standalone' (i.e. the easier and recommended) installation method of JIRA. If
you need to install JIRA as an EAR/WAR, simply explode the EAR/WAR and make
the necessary changes as described below, then repackage the EAR/WAR.

1. Run the JIRA Setup Wizard, as described in the JIRA documentation During
this setup process, you will define the JIRA administrator's username and
password. It is easier to do this before you integrate JIRA with Crowd.

1. After setting up JIRA, shut down JIRA before you begin the integration process
described below.
Jira Integration with crowd
10

 The JIRA application will need to locate users from a directory configured in
Crowd. You will need to set up a directory in Crowd for JIRA. This directory may
be any Crowd-configured directory, such as an LDAP directory hooked up to
Crowd or a Crowd internal directory.
 JIRA also requires particular groups to exist in the directory in order to
authenticate users. You need to ensure that these three groups exist in the JIRA
Directory in Crowd:
jira-users
jira-developers
jira-administrators
 You also need to ensure that the JIRA Directory in Crowd contains at least
one user who is a member of all three groups.
 Log in to the Crowd Administration Console and navigate to Applications >
Add Application.
 Complete the 'Add Application' wizard for the JIRA application. See the
instructions. The Name and Password values you specify in the 'Add Application'
wizard must match the application. name and application.password that you will
set in the JIRA/atlassian-jira/WEB-INF/classes/crowd.properties file.
Jira Integration with crowd
11

 Once Crowd is aware of the JIRA application, Crowd needs to know


which users can authenticate (log in) to JIRA via Crowd. As part of the
'Add Application' wizard, you will set up your directories and group
authorizations for the application.
Jira Integration with crowd
12

 If you are using the Crowd WAR distribution, then you will need to get the
CROWD client libraries from the standalone distribution, available on our
download site.
Copy the Crowd client libraries and configuration files to JIRA:
Copy From Copy To
CROWD/client/crowd-integration-client-X.X.X.jar JIRA/atlassian-jira/WEB-INF/lib
CROWD/client/conf/crowd.properties JIRA/atlassian-jira/WEB-INF/classes

 If you are using JIRA 3.11 or earlier, you will need to remove the seraph-
0.7.12.jar file from JIRA's WEB-INF/lib/ directory and replace it with the following
file:
http://repository.atlassian.com/maven2/com/atlassian/seraph/atlassian-seraph/0.10

 If you are using JIRA 3.12.2 or earlier, you will need to update JIRA's xfire
libraries: Remove the xfire-all-1.2.1.jar file from JIRA's WEB-INF/lib/ directory.
Copy the following two files from Crowd's client/lib/ directory to JIRA's WEB-
INF/lib/ directory:
xfire-aegis-1.2.6.jar
xfire-core-1.2.6.jar
Jira Integration with crowd
13

 Replace JIRA's cache configuration file: Copy From


CROWD/client/conf/crowd-ehcache.xml Replace File JIRA/atlassian-jira/WEB-INF/
classes/crowd-ehcache.xml

 Edit JIRA/atlassian-jira/WEB-INF/classes/crowd.properties. Change the


following properties:
 application.name – jira The application name must match the name that you
specified when you defined the application in Crowd (see Step 1 above).
 application.password -- The password must match the one that you specified
when you defined the application in Crowd (see Step 1 above).
 crowd.server.url -- http://localhost:8095/crowd/services/ If your Crowd
server's port is configured differently from the default (i.e. 8095), set it
accordingly.
 session.validationinterval -- Set to 0, if you want authentication checks to
occur on each request. Otherwise set to the number of minutes between
request to validate if the user is logged in or out of the Crowd SSO server.
Setting this value to 1 or higher will increase the performance of Crowd's
integration.
Jira Integration with crowd -
Authenticator
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 Edit the JIRA config file JIRA/atlassian-jira/WEB-


INF/classes/osuser.xml. Comment out any existing authentication
providers and uncomment/insert the Crowd providers:
Jira Integration with crowd -
Authenticator
15

 View JIRA/atlassian-jira/WEB-INF/classes/propertyset.xml. If there is no entry


for the CrowdPropertySet, add the following <propertyset> item at the end of
the file as the last <propertyset> item:
<propertyset name="crowd"
lass="com.atlassian.crowd.integration.osuser.CrowdPropertySet"/>

 At this stage, JIRA is set up for centralised authentication. If you wish, you
can now enable single sign-on (SSO) to JIRA.

Skip this step if you are using the JIRA NTLM plugin to enable SSO. Instead,
follow the instructions on configuring JIRA for NTLM SSO.
Edit JIRA/atlassian-jira/WEB-INF/classes/seraph-config.xml. Change the
authenticator node to read: <authenticator
class="com.atlassian.crowd.integration.seraph.JIRAAuthenticator"/>

 JIRA's authentication and access request calls will now be performed using
Seraph. Now when authentication or access request calls are performed versus
the OS User framework, the JIRA stack will call the Crowd providers and
property set implementations.
Crowd Installation
16

 Download Crowd. Please check your unzip program before extracting the
downloaded archive – see the note on the Crowd installation front page
 Unzip the download archive into a directory of your choice. Note: Do not
specify directory names that contain spaces. We'll refer to this installation
directory as {CROWD_INSTALL}.
 Specify your Crowd Home directory by editing the configuration file at:
{CROWD_INSTALL}\crowd-webapp\WEB-INF\classes\crowd-init.properties.
 The Crowd Home directory is where Crowd will store its configuration
information. If you are using the embedded HSQL database, supplied for
evaluation purposes, Crowd will also store its database in this directory. To
specify the directory:
Open the crowd-init.properties file.
Choose the appropriate line in the file, depending upon your operating
Remove the # at the beginning of the line.
Enter name of the directory you want Crowd to use as its Home directory.
On Windows: 1.crowd.home=c:/data/crowd-home
Crowd Installation
17

 Run the start-up script, found in your {CROWD_INSTALL} directory:


start_crowd.bat for Windows.
start_crowd.sh for Mac and Unix-based systems.

Point a web browser at http://localhost:8095/crowd where you will see the Crowd
Setup Wizard. Follow the instructions in the Wizard. You can also read
more information about the Setup Wizard.

 Go to the following URL in your web browser:


http://localhost:8095/crowd or http://localhost:8095/crowd/console.
If there are no errors, you should see the 'License' screen described
below.
If there is an error in your configuration, you will see the 'Crowd
Checklist' screen. Read more about troubleshooting your installation.
Crowd Installation
18

 Licensing

 Installation Type
Crowd Installation
19

 JDBC Connection
Crowd Installation
20

 Mail Server

 Notification Email Address — The email address which will receive


notifications about server events.
 From Email Address — Crowd will add this email address as the 'sender' on
the emails generated by Crowd and sent to users.
 Subject Prefix — The prefix which will appear at the start of the email
subject, for all emails generated by Crowd. This can be useful for email client
programs that offer filtering rules.
 Mail Server Type — Select the 'SMTP Server' radio button.
 SMTP Host — The hostname of the SMTP mail server, e.g. 'localhost' or
'smtp.acme.com'.
 SMTP Port — The port on which the SMTP mail server listens. The default is
'25'.
 Username — The username that your Crowd server will use when it logs in
to your mail server.
 Password — The password that your Crowd server will use when it logs in to
your mail server.
Crowd Installation
21

 Administrator Setting
Thank you!
22

Contact Us
For more information :

Attune Infocom Pvt Ltd

www.attuneinfocom.com

contact@attuneinfocom.com

Phone : +91-79-40047259
Cell : +91-9737339652
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