# Atlassian Cloud Setup Checklist
## AImpress Ltd - 5 Week Implementation

**Date:** 2025-12-03  
**Status:** Week 1 Day 2 - Infrastructure Complete ✓

---

## WEEK 1: Foundation & Configuration

### Day 1 ✓
- [x] Generate Jira API token
- [x] Store credentials securely
- [x] Verify API connectivity
- [x] Create Organization ID reference

### Day 2 ✓
- [x] Create infrastructure directory structure
- [x] Create credentials file (.env.atlassian)
- [x] Create configuration file (atlassian-config.json)
- [x] Create master setup script (atlassian-setup.sh)
- [x] Create 7 implementation scripts
- [x] Create API utilities library
- [x] Sync all files to server

### Day 2-3 (Next - Manual)
- [ ] Create 4 projects in Atlassian UI OR via API script
  - [ ] PROD (Scrum)
  - [ ] MARK (Kanban)
  - [ ] SUPP (Service Desk)
  - [ ] OPS (Business)

### Day 3-4 (Auto)
- [ ] Create custom fields via API (25+ fields)
  - [ ] PROD: 6 fields
  - [ ] MARK: 8 fields
  - [ ] SUPP: 3 fields
  - [ ] OPS: 6 fields
- [ ] Create components (6 for PROD)
- [ ] Create filters (20 total)

### Day 5
- [ ] Verify issue link types
- [ ] Test linking between projects

---

## WEEK 2: Documentation

### Days 1-2
- [ ] Create 4 Confluence spaces
  - [ ] WIKI (Company Handbook)
  - [ ] PRODOCS (Product Documentation)
  - [ ] MARKET (Marketing Playbook)
  - [ ] SUPPORT (Customer Success)

### Days 3-4
- [ ] Build page hierarchy in each space
- [ ] Create 15-20 pages per space
- [ ] Add placeholder content

### Day 5
- [ ] Create page templates
- [ ] Set default templates per space
- [ ] Test template creation

---

## WEEK 3: Dashboards & Automation

### Days 1-2
- [ ] Create 4 dashboards
  - [ ] Executive Overview (Vadym only)
  - [ ] Engineering Dashboard
  - [ ] Marketing Dashboard
  - [ ] Support Dashboard
- [ ] Add gadgets to each dashboard
- [ ] Configure permissions

### Days 3-5
- [ ] Configure 15 automation rules
  - [ ] Code review auto-assignment
  - [ ] Slack notifications
  - [ ] Auto-transition on comments
  - [ ] Sprint reminders
  - [ ] Sales notifications
  - [ ] Content reminders
  - [ ] Campaign completion
  - [ ] Invoice reminders
  - [ ] SLA warnings
  - [ ] And 6 more...

---

## WEEK 4: Integrations & Data

### Days 1-2
- [ ] Configure email notifications
  - [ ] Notification schemes per project
  - [ ] Email templates
  - [ ] Test notifications

### Day 3
- [ ] Slack integration (optional)
  - [ ] Install Jira Cloud for Slack
  - [ ] Connect workspace
  - [ ] Configure channels
  - [ ] Test commands

### Day 4
- [ ] Bitbucket integration
  - [ ] Create workspace (ai-impress)
  - [ ] Create repositories
  - [ ] Generate OAuth consumer
  - [ ] Connect Jira to Bitbucket
  - [ ] Add SSH keys
  - [ ] Test smart commits

### Day 5
- [ ] Import Odoo contacts
  - [ ] Export 79 contacts from Odoo
  - [ ] Transform data for Jira
  - [ ] Import via CSV
  - [ ] Verify all 79 imported

---

## WEEK 5: Portal & Training

### Day 1
- [ ] Customer portal setup
  - [ ] Add DNS CNAME (help.ai-impress.com)
  - [ ] Configure custom domain in Jira
  - [ ] Upload logo
  - [ ] Set brand colors
  - [ ] Create 4 request types
  - [ ] Test portal access

### Day 2
- [ ] Create documentation
  - [ ] Write Getting Started guide
  - [ ] Record 4 video tutorials
  - [ ] Create quick reference cards
  - [ ] Make checklists

### Day 3
- [ ] Team training session
  - [ ] 1-hour training (all 4 team members)
  - [ ] Cover workflows and navigation
  - [ ] Q&A session
  - [ ] Gather feedback

### Days 4-5
- [ ] Final setup & testing
  - [ ] Configure remaining workflows
  - [ ] Set up SLA policies
  - [ ] Review permissions
  - [ ] Create test issues
  - [ ] Verify automation rules
  - [ ] Create initial backups

---

## Ongoing Maintenance

### Weekly
- [ ] Review dashboards (30 min)
- [ ] Clean up stale issues (30 min)

### Monthly
- [ ] Review automation usage (1 hour)
- [ ] Update documentation (30 min)
- [ ] Check storage usage (15 min)
- [ ] Create backups (15 min)

### Quarterly
- [ ] User survey (1 hour)
- [ ] Roadmap planning (2 hours)
- [ ] Upgrade evaluation (1 hour)

---

## INFRASTRUCTURE CHECKLIST

### Server Setup ✓
- [x] Directory: `/opt/00-infrastructure/atlassian/`
- [x] Credentials: `.env.atlassian` (600 perms)
- [x] Config: `atlassian-config.json`
- [x] Scripts: 7 implementation scripts
- [x] Utils: `api-utils.sh`
- [x] Master: `atlassian-setup.sh`

### Documentation ✓
- [x] QUICKSTART.md
- [x] SETUP-STATUS.md
- [x] This checklist

### Local (Mac) ✓
- [x] `/tmp/atlassian-setup/` - All scripts
- [x] Auto-sync via Syncthing

---

## CREDENTIALS & CONFIGURATION

### Stored Securely
```
/opt/00-infrastructure/atlassian/.env.atlassian
- ATLASSIAN_EMAIL
- ATLASSIAN_API_TOKEN
- ATLASSIAN_SITE_URL
- ATLASSIAN_CLOUD_ID
- ATLASSIAN_ORG_ID
- JIRA_AUTH (Base64)
```

### Configuration File
```
/opt/00-infrastructure/atlassian/atlassian-config.json
- All project details
- Field specifications
- Filter definitions
- Team members
```

---

## QUICK COMMANDS

```bash
# SSH to server
ssh ubuntu@51.89.231.46

# Navigate to Atlassian setup
cd /opt/00-infrastructure/atlassian

# Run master setup script
./atlassian-setup.sh

# Check API status
./atlassian-setup.sh check

# View configuration
./atlassian-setup.sh config

# Load credentials
source .env.atlassian

# Run individual scripts
./scripts/04-create-custom-fields.sh
./scripts/05-create-components.sh
./scripts/06-create-filters.sh
```

---

## NEXT IMMEDIATE STEPS

1. ✅ Infrastructure created
2. 🔧 **Create 4 projects** (manual or API)
3. 🔄 Run Phase 2 scripts (auto)
4. 📚 Continue with Week 2-5 setup

---

**Current Status:** ✅ INFRASTRUCTURE READY  
**Next Action:** Create projects  
**Estimated Time to Complete:** 5 weeks (12-15 hours total)

