Organization 的結構與建立
Organization 是 Atlassian Cloud 最上層的管理單位。這一節考你分清 organization、site、app 與使用者帳號的關係,知道怎麼建立、導覽、合併與刪除 organization。
官方考綱原文(這一節會考的範圍)
- Administer users and groups across multiple Cloud organizations, sites, and products跨多個雲端 organization、site 與 app 管理使用者與 group(本節談組織層級的部分)
- Org admins must be able to create, navigate, and administer organizations with multiple sites and products(舊版 domain 說明)Org admin 要能建立、導覽並管理有多個 site 與 app 的 organization
- Understand the purpose and structure of an Atlassian organization了解 Atlassian organization 的用途與結構
- Create a new organization, site, and product建立新的 organization、site 與 app
- Identify default and optional configurations based on selections made during signup依註冊時的選擇,辨認預設與選用的設定
Organization 是公司在 Atlassian Cloud 的管理單位
- Organization 是什麼Organization 把公司的使用者與 app 集中在一個地方管理。Org admin 管員工的 Atlassian 帳號,也管屬於這個 organization 的 app。
- Organization、site、app 三層一個 organization 底下可以有多個 site;site 有自己的網址(名稱.atlassian.net),上面掛 Jira、Confluence 等 app。
- 帳號不綁 app、也不綁 organizationAtlassian 帳號可以用不同 organization 的 app;要等你驗證網域並 claim 帳號,它才變成你們的 managed account。
- 兩種建立方式從 atlassian.com 註冊 app 時,會同時建立 site 與 organization;也可以到 admin.atlassian.com/o/create 建立沒有 app 的 organization。
- 建立者就是 org admin建立 organization 的人自動成為 org admin。官方建議至少要有兩位 org admin,以免唯一的帳號遺失或被盜。
- 刪除要先清空刪除 organization 前要取消所有訂閱、移除網域與 app、等過保留期;刪除後 15 天內可以請 support 還原。
資料來源(5)有疑慮時點開看官方原文
- What is an Atlassian organization?
Atlassian organizations bring together your company’s users and apps. As an organization admin, you manage the Atlassian accounts of your employees and the apps that belong to your organization.
- What is an Atlassian organization?
Users aren’t tied to one organization either until you can claim ownership of their accounts.
- Create an Atlassian organization
When you sign up for one of these apps for the first time, you also create a site and organization for that app.
- What are the different types of admin roles?
When you create an organization, you automatically become an organization admin. We recommend organizations have more than one organization admin in case one account is lost or compromised.
- Can I restore an organization?
If you need to restore an organization, contact Atlassian support within 15 days of deleting it.
Organization、site、app 與使用者
| 層次 | 是什麼 | 考試要記的事 |
|---|---|---|
| Organization | 公司的管理單位,集中管理使用者、app、安全設定與帳單 | 從這裡可以看到所有管理設定與帳單資料 |
| Site | 一個網址(名稱.atlassian.net),上面掛一個或多個 app | Original 體驗的文件寫明:每個 app instance 都屬於一個 site,site 有自己的 URL 與管理設定 |
| App(舊稱 product) | Jira、Jira Service Management、Confluence、Statuspage、Trello、Opsgenie、Bitbucket 等 | Free、Standard、Premium 方案每個訂閱只含一個 app instance |
| Atlassian account | 使用者本人的帳號,不綁 app,也不綁 organization | 驗證網域並 claim 之後才是 managed account,由 org admin 管 |
這張表最該記的是最後一列:使用者帳號和 organization 是分開的。同一個人可以同時使用你們與別家公司 organization 的 app;你能完整控制的只有 claim 之後的 managed account。
官方文件常分成 centralized 與 original 兩種 user management。分辨方法是看 Users 頁在哪裡:在 organization 的 Directory 底下是 centralized;在 Apps 裡某個 site 底下是 original。Centralized 只有一份使用者目錄,所有 site 共用;original 是每個 site 各自管理自己的使用者與 group。
Q1Leo 用個人 Gmail 帳號參與兩家公司的 Jira,這兩家公司都能把 Leo 的帳號刪掉嗎?看答案
資料來源(5)有疑慮時點開看官方原文
- What is an Atlassian organization?
Each instance of the app is associated with a site, which has its own site URL and administration.
- What is an Atlassian organization?
Users aren’t tied to any one app, which means that they can get access to apps within or outside your organization.
- What is an Atlassian organization?
You can identify which user management experience you have by checking where your Users page is located.
- Atlassian Organization consolidation guide
An Atlassian Organization is your company-wide administration layer. You get one when you sign up for an Atlassian product or create an organization without products.
- What are the benefits of multiple instances?
Free, Standard, and Premium plans entitle you to one app instance. You can have as many of these plans as you need.
建立 organization、site 與 app
- 註冊一個 app到 www.atlassian.com,選想試用的 app,按 Try cloud 或 Try now。過程中可能會問你要不要再加選其他 app。
- 輸入 email輸入要用來登入的 email。已經有 Atlassian 帳號就用那個 email;沒有的話會帶你建立帳號。
- 取 site 名稱如果你的帳號已經能用其他同種 app,會先列出來,提醒你可能是要登入既有的站。要新建就選 start a new site,再輸入 site 名稱;這個名稱會變成網址的子網域。
- 完成設定照提示完成 app 設定。這一步同時建立了 site 與 organization,你就是 org admin,可以到 Atlassian Administration 邀請使用者。
| 註冊時的選擇或預設 | 結果 |
|---|---|
| 是否加選其他 app | 註冊流程可能詢問要不要加選;選了通常會一起建在這個新 site 上(推論) |
| Site 名稱 | 變成網址的子網域,例如 labjira.atlassian.net |
| App 角色的 default group | 每加一個 app,系統就為它的每個 app 角色建立一個 default group |
| 從 Atlassian Administration 加 app | 以 Standard 或 Premium 試用開始;官方 Add app 頁寫試用結束時沒有付款資料就改成 Free 方案(超過 10 人的情況見 520.1.2) |
考試的「建立時的預設與選項」多半就考這張表:site 名稱決定網址、app 一加進來就有 default group、新 app 從試用開始。
「公司只想用 Atlassian Guard 管理 Trello 與 Bitbucket 使用者的帳號,還沒有任何 Jira 或 Confluence」→ 到 admin.atlassian.com/o/create 建立沒有 app 的 organization,系統會引導開始 Atlassian Guard Standard 的 30 天試用,接著驗證網域。
資料來源(5)・1 點無官方原文有疑慮時點開看官方原文
- 找不到官方原文:加選的 app 建在同一個 site官方只寫註冊時可能詢問要不要加選其他 app,沒有寫明加選的 app 放在哪裡;教材依「註冊一次建立一個 site」推論。
- Create an Atlassian organization
Find the app you’re interested in and select Try cloud or Try now. We may ask you if you want to select another app.
- Create an Atlassian organization
We’ll ask you to enter a name for your site, which becomes the subdomain in the URL for this app.
- Create an Atlassian organization
When you create an organization without apps, we guide you to start a free trial of Atlassian Guard Standard.
- Understand default groups
When you add an app to your organization, we create a default group for each app role.
- Add a new Atlassian app or collection to your organization
We start you on a free trial of the app or collection, either on a Standard or Premium plan.
Atlassian Administration 的各區
| 區域 | 在這裡做什麼 |
|---|---|
| Overview | 看月活躍使用者、存取申請、帳號安全程度等摘要 |
| Directory | 管理 users、groups、managed accounts、service accounts 與 domains |
| Apps | 管理所有 app 的存取設定、使用者申請、AI 功能、release tracks 與 sandbox |
| Security | 管理安全、合規與登入設定(authentication policies、IP 限制等) |
| Data management | 資料轉移、備份、data residency 與資料來源連線 |
| Insights | Audit log、app 使用量與安全實務的分析 |
| Billing | 帳單與訂閱;不同 site 各有自己的帳單,Guard Standard 也是另一張 |
| Organization settings | Organization 的設定,例如 profile 與 API keys |
有多個 organization 時,進入 admin.atlassian.com 會先請你選 organization。你看得到哪些頁面由你的 admin 角色決定,所以同一個網址,org admin 與 site admin 看到的選單不一樣。
資料來源(5)有疑慮時點開看官方原文
- Create an Atlassian organization
Organization admins can rename an organization if needed. This won’t change the organization’s org ID.
- Navigate Atlassian Administration
Directory is where you view and manage users, groups, managed accounts, service accounts, and domains.
- Navigate Atlassian Administration
Billing is where you manage your organization’s bills and subscriptions. Your organization likely has multiple bills. Sites have separate bills.
- Navigate Atlassian Administration
Organization settings is where you find settings for your organization, like profile and API keys.
- Navigate Atlassian Administration
You can find pages and specific settings. Your admin role determines what you’re allowed to see.
一間公司有好幾個 organization 時
- 怎麼會有好幾個:公司改組、併購別家公司、各團隊自己註冊 app,或註冊新 app 時沒有加到既有的 organization,都可能多出 organization。
- 切換:一個人可以是多個 organization 的 admin;進 Atlassian Administration 時先選 organization,所有設定都只作用在選到的那一個。
- 合併的作法:把一個 organization 的所有 app 轉移到另一個,再刪掉不要的那個。官方頁先寫來源或目的地有多個 site 時不能自己合併(Enterprise 方案視為多個 site),同一頁稍後又寫 original user management 的多 site organization 可以自己轉移 app;centralized 的情況要找 support 協助。有試用或訂閱過 Atlassian Guard Premium、或 app 屬於 Atlassian Collection,也不能自己處理,要找 support。
- 合併的好處:所有已驗證網域的使用者、所有 app instance 與所有帳單都在同一處管理;user provisioning 也能一次涵蓋所有 app。
- 保持分開的理由:合併等於讓同一批 org admin 管理所有 app instance 與相關的人。若要讓兩群使用者與資料完全隔離,就保持分開。
- Guard 帳單:管理多個 organization、多個 site 時,官方建議把所有 site 連到同一個 organization,Guard Standard 的計費人數才會正確。
官方的 consolidation 指南寫明:來源 organization 的 org admin 會變成目的地的 org admin;同名 group 會在來源端被改名;整個過程不能復原,合併後無法再拆回兩個 organization。
資料來源(7)有疑慮時點開看官方原文
- Can I merge my Atlassian organizations?
There are a number of reasons you may end up with multiple organizations, such as structural changes in your company, a merger or acquisition of another business, or app usage growing organically in different teams.
- Can I merge my Atlassian organizations?
This is done by transferring all apps from one organization to another. After the transfer, the unwanted organization is deleted.
- Can I merge my Atlassian organizations?
If you have an Enterprise plan, your organization is considered to have multiple sites.
- Can I merge my Atlassian organizations?
If either the source or destination organization has multiple sites, you can transfer the app instances by yourself.
- Can I merge my Atlassian organizations?
When you merge organizations you’re essentially allowing one group of administrators to manage all app instances, and everything relating to the people who use them.
- Manage your bill for Atlassian Guard Standard
If you manage multiple organizations with several sites, link all sites to the same organization to ensure your Atlassian Guard Standard bill accurately reflects the number of billable users.
- Atlassian Organization consolidation guide
Source organization admins become organization admins in the destination. If org admin groups have product access, this may cause a license limit breach.
刪除 organization 與還原
- 先備份官方建議先備份要保留的資料。
- 取消訂閱取消 organization 內每個 site 的所有 app 訂閱。Rovo、Atlassian Guard 這類 app 不能直接取消,要聯絡 support 移除。
- 移除網域與 app把所有 domain 與 app 從 organization 移除。
- 等保留期等過各 app 或 site 的保留期(通常 14 到 60 天)。Improved billing 體驗在 app 停用後還要再等 60 天。
- 刪除確認相關 site 都已永久刪除,再到 Organization settings → Profile → Delete organization。只有 org admin 能做;所有 admin 都會收到 email 通知。
| 項目 | 說明 |
|---|---|
| 一起被刪掉的 | Admin API tokens、authentication 與 organization policies、audit log、access settings、organization metadata、identity 與 lifecycle 資料 |
| 還原期限 | 刪除後 15 天內聯絡 Atlassian support |
| 還原到哪裡 | 只回到刪除當下的狀態;刪除前已移除的網域、app 等都不會回來 |
還原只會拿回一個「空殼」organization。所以考題問「刪錯了怎麼辦」時,答案是 15 天內找 support,而且拿不回刪除前就移除的 app。
資料來源(5)有疑慮時點開看官方原文
- Delete your organization
Cancel all app subscriptions for each site in your organization.
- Delete your organization
If you have the improved billing experience, you have to wait an additional 60 days after the apps are deactivated to delete the organization.
- Delete your organization
Once you delete the organization, you'll receive an email notification. All other admins in your organization will also receive an email notifying them that you've deleted the organization.
- Learn about Atlassian organizations
This includes admin API tokens, authentication and organization policies, audit logs, access settings data, organization metadata, identity data, and lifecycle data.
- Can I restore an organization?
Restore is only to the state of the organization when it was deleted.
考題愛用的錯誤說法
資料來源(5)有疑慮時點開看官方原文
- What is an Atlassian organization?
Users aren’t tied to one organization either until you can claim ownership of their accounts.
- Create an Atlassian organization
Occasionally, you may need to create an organization without any apps.
- Create an Atlassian organization
Organization admins can rename an organization if needed. This won’t change the organization’s org ID.
- Can I merge my Atlassian organizations?
You won’t be able to merge organizations yourself if either the source or destination has multiple sites.
- Can I restore an organization?
If you need to restore an organization, contact Atlassian support within 15 days of deleting it.
實作 Lab:走一遍 Lab Org 的骨架
第一次做 Lab?先看 Lab 環境準備:用測試站台、準備測試帳號。畫面名稱可能隨 Atlassian 更新而不同,以下以現行畫面為準。
目標:在 Atlassian Administration 找出 organization、site、app 與使用者目錄各在哪裡,並親手改一次 organization 名稱。
Organization → site → app;Users 在 Directory 底下是 centralized;改 organization 名稱不會改 org ID;刪除 organization 前要先清空訂閱、網域與 app。
準備
- Lab Org 已有 labjira(Jira+Confluence,Free)。
步驟
- 你應該看到:看到 organization 的摘要(月活躍使用者、存取申請、帳號安全等);新 organization 的資料通常不多。
- 你應該看到:有的話就是 centralized user management;Users 裡有你、Leo、Kim。
- 你應該看到:只有 labjira 一個 site;Jira 與 Confluence 都掛在這個 site 上。
- 你應該看到:通常會看到 jira-users-labjira、confluence-users-labjira、jira-admins-labjira 這類 default group,以及 org-admins(或 site-admins)。這些是加 app 時自動建立的。
- 你應該看到:右上角或 organization 選單的名稱跟著變了。網址裡 /o/ 後面那串 ID 通常不會變:改名不改 org ID。
- 你應該看到:Jira 與 Confluence 各是一個訂閱,都是 Free。
- 你應該看到:知道刪除入口在這裡;還有 app 與訂閱時不能直接刪。
試試看:改一個設定,觀察差異
T1(想像,不實際做)在 labjira 還在的時候按 Delete organization。看結果
T2用 Leo 的瀏覽器打開 admin.atlassian.com。看結果
T3(想像,不實際做)用另一個 email 從 www.atlassian.com 再註冊一次 Jira。看結果
Atlassian Administration 左側選單由上而下:Overview、Directory、Apps、Security、Billing、Settings。人在 Directory、app 在 Apps、錢在 Billing。
收尾
- 把 organization 名稱改回 Lab Org。
資料來源(4)有疑慮時點開看官方原文
- Navigate Atlassian Administration
Directory is where you view and manage users, groups, managed accounts, service accounts, and domains.
- Create an Atlassian organization
Organization admins can rename an organization if needed. This won’t change the organization’s org ID.
- Can I merge my Atlassian organizations?
If there’s more than one site listed, you have multiple sites.
- Delete your organization
Cancel all app subscriptions for each site in your organization.
讀完了?用這張收攏整節
- Organization → site → app;帳號不綁 app、也不綁 organization。
- Users 在 Directory 底下=centralized;在 site 底下=original。
- 註冊 app=同時建立 site 與 organization;site 名稱=子網域。
- 沒有 app 的 organization:admin.atlassian.com/o/create。
- 改 organization 名稱:Settings → Details;org ID 不變。
- Directory 管人、Apps 管 app、Billing 管帳單。
- 合併=轉移所有 app,再刪掉不要的 organization;多 site 不能自己合併。
- 要讓兩群人完全隔離 → 保持兩個 organization。
- 刪 organization 前:取消訂閱 → 移除網域與 app → 等保留期。
- 15 天內可請 support 還原,只回到刪除當下的空殼。
做題
題目載入中…
本教材為原創整理,非 Atlassian 官方出版品;題目皆為原創,不含第三方題庫題幹。官方文件近年改用新名稱:product 改稱 app、Atlassian Access 改為 Atlassian Guard、project 改稱 space。考試與舊文件的說法並陳。