AI DLC Insights - Onboarding Guide

Onboard your account for Harness AI DLC Insights.

This guide explains what you need to know to get started using Harness AI DLC Insights.

Complete Harness Platform onboarding

If you are new to Harness, review the Harness Platform onboarding guide and Harness Platform key concepts before onboarding to AI DLC Insights.

Software Engineering Insights and AI DLC Insights

If you are switching to Harness AI DLC Insights from Software Engineering Insights, review the Software Engineering Insights vs AI DLC Insights Guide to understand changes in AI DLC Insights.

Onboarding path

Phase 1: Set up your Harness account

Step	Purpose	Documentation
Review Key Concepts	Learn about the basic concepts of AI DLC Insights	View Setup Guide
Account and Project setup	Create projects and invite users	View Setup Guide

Phase 2: Single sign-on (automate onboarding from external sources)

Step	Purpose	Documentation
Configure SSO	Automate the onboarding of users from external sources	View Setup Guide
API Guide	Learn how to programmatically create any resource on AIDI using REST APIs	View Setup Guide

Phase 3: Create integrations

Step	Purpose	Documentation
Create Integrations (Cloud)	Learn how to create cloud integrations for third-party tools	View Setup Guide
Ingestion Satellite Overview	Use the Ingestion Satellite to connect AIDI with on-premise tools	View Setup Guide
Create custom CI/CD integrations	Learn how to create custom CI/CD integrations	View Setup Guide
Integration Monitoring	Monitor the health status of the integrations	View Setup Guide
Configure GitHub Integration	Create and configure the integration for GitHub Cloud or GitHub Enterprise	GitHub Cloud – View Setup Guide GitHub Enterprise – View Setup Guide
Configure Jira Integration	Create and configure the integration for Jira Cloud or Jira Data Center	View Setup Guide

Phase 4: Create profiles

Profile Type	Purpose	Documentation
Efficiency Profile	Define how you track DORA and Sprint insights	View Setup Guide
Productivity Profile	Track developer activity and collaboration, including PR throughput, cycle time, and PR activity	View Setup Guide
Business Alignment Profile	Define how engineering efforts align to product goals and delivery of business value.	View Setup Guide

Phase 5: Upload your developer records

Step	Purpose	Documentation
Prepare CSV Export	Export your developer records from HRIS systems like Workday as a CSV	View Setup Guide
Upload Developer CSV	Upload your HRIS-based developer file to AIDI	View Setup Guide

Phase 6: Create the Org Tree

Step	Purpose	Documentation
Build Org Tree	Create an Org Tree using HRIS records to reflect reporting relationships	View Setup Guide
Track Changes to the Org Tree	Learn how AIDI tracks changes and allows version control	View Setup Guide

Phase 7: Set up teams and view insights

Step	Purpose	Documentation
Set up Teams	Learn how teams are created from Org Tree leaf nodes	View Setup Guide
Review & update developer identifiers	Review & update the developer identifiers (i.e. integration usernames/account IDs) for your team developers	View Setup Guide
View Dashboards and Insights	Access prebuilt dashboards and filter insights by team	View Setup Guide