> For the complete documentation index, see [llms.txt](https://developer.harness.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.harness.io/ai-dlc-insights/3.0/new-to-ai-dlc-insights/get-started/onboarding-guide.md).

# AI DLC Insights - Onboarding Guide

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

### Complete Harness Platform onboarding <a href="#complete-harness-platform-onboarding" id="complete-harness-platform-onboarding"></a>

If you are new to Harness, review the [Harness Platform onboarding guide](/harness-ai/new-to-harness-platform/get-started.md) and [Harness Platform key concepts](/harness-ai/new-to-harness-platform/overview.md) before onboarding to AI DLC Insights.

### Software Engineering Insights and AI DLC Insights <a href="#software-engineering-insights-and-ai-dlc-insights" id="software-engineering-insights-and-ai-dlc-insights"></a>

If you are switching to Harness AI DLC Insights from Software Engineering Insights, review the [Software Engineering Insights vs AI DLC Insights Guide](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/manage/sei-overview) to understand changes in AI DLC Insights.

### Onboarding path <a href="#onboarding-path" id="onboarding-path"></a>

#### Phase 1: Set up your Harness account <a href="#phase-1-setup-your-harness-account" id="phase-1-setup-your-harness-account"></a>

| **Step**                                                                                                                                                     | **Purpose**                                       | **Documentation**                                                                               |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| [Review Key Concepts](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/get-started/sei-key-concepts)                                                           | Learn about the basic concepts of AI DLC Insights | [View Setup Guide](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/get-started/sei-key-concepts) |
| [Account and Project setup](https://github.com/iKettles/harness-gitbook/tree/main/docs/platform/organizations-and-projects/create-an-organization/README.md) | Create projects and invite users                  | [View Setup Guide](/harness-ai/new-to-harness-platform/get-started.md)                          |

#### Phase 2: Single sign-on (automate onboarding from external sources) <a href="#phase-2-single-sign-on-automate-onboarding-of-users-from-external-sources" id="phase-2-single-sign-on-automate-onboarding-of-users-from-external-sources"></a>

| **Step**                                                                                                    | **Purpose**                                                               | **Documentation**                                                                     |
| ----------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------- | ------------------------------------------------------------------------------------- |
| [Configure SSO](/harness-platform/3.0/harness-platform-resources/authentication/authentication-overview.md) | Automate the onboarding of users from external sources                    | [View Setup Guide](/harness-ai/use-harness-platform/authentication.md)                |
| [API Guide](/harness-ai/use-harness-platform/automation/api/api-quickstart.md)                              | Learn how to programmatically create any resource on AIDI using REST APIs | [View Setup Guide](/harness-ai/use-harness-platform/automation/api/api-quickstart.md) |

#### Phase 3: Create integrations <a href="#phase-3-create-integrations" id="phase-3-create-integrations"></a>

| **Step**                                                                                                                                                                         | **Purpose**                                                                | **Documentation**                                                                                                                                                                                                                          |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| [Create Integrations (Cloud)](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/sei-integrations-overview.md)                    | Learn how to create cloud integrations for third-party tools               | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/sei-integrations-overview.md)                                                                                         |
| [Ingestion Satellite Overview](/software-engineering-insights/use-software-engineering-insights/setup-sei/sei-ingestion-satellite/satellite-overview.md)                         | Use the Ingestion Satellite to connect AIDI with on-premise tools          | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/sei-ingestion-satellite/satellite-overview.md)                                                                                               |
| [Create custom CI/CD integrations](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/custom-cicd/sei-custom-cicd-integration.md) | Learn how to create custom CI/CD integrations                              | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/custom-cicd/sei-custom-cicd-integration.md)                                                                           |
| [Integration Monitoring](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/sei-integrations-overview.md#integration-monitoring)  | Monitor the health status of the integrations                              | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/sei-integrations-overview.md#integration-monitoring)                                                                  |
| [Configure GitHub Integration](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/github/sei-github-integration.md)               | Create and configure the integration for GitHub Cloud or GitHub Enterprise | <ul><li><a href="/spaces/EYDRcFDt1JPlcws7L5VL/pages/HzyqGMOrkkz4M4nzDShL">GitHub Cloud – View Setup Guide</a></li><li><a href="/spaces/EYDRcFDt1JPlcws7L5VL/pages/HzyqGMOrkkz4M4nzDShL">GitHub Enterprise – View Setup Guide</a></li></ul> |
| [Configure Jira Integration](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/jira/sei-jira-integration.md)                     | Create and configure the integration for Jira Cloud or Jira Data Center    | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/configure-integrations/jira/sei-jira-integration.md)                                                                                         |

#### Phase 4: Create profiles <a href="#phase-4-create-profiles" id="phase-4-create-profiles"></a>

| **Profile Type**                                                                                                                                                                                 | **Purpose**                                                                                      | **Documentation**                                                                                                                                                                      |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Efficiency Profile](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/efficiency-profile)                                                                                                          | Define how you track DORA and Sprint insights                                                    | [View Setup Guide](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/efficiency-profile)                                                                                                  |
| [Productivity Profile](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/productivity-profile)                                                                                                      | Track developer activity and collaboration, including PR throughput, cycle time, and PR activity | [View Setup Guide](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/productivity-profile)                                                                                                |
| [Business Alignment Profile](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/setup-sei/setup-profiles/business-alignment-profile/README.md) | Define how engineering efforts align to product goals and delivery of business value.            | [View Setup Guide](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/setup-sei/setup-profiles/business-alignment-profile/README.md) |

#### Phase 5: Upload your developer records <a href="#phase-5-upload-your-developer-records" id="phase-5-upload-your-developer-records"></a>

| **Step**                                                                                                                | **Purpose**                                                           | **Documentation**                                                                                                   |
| ----------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| [Prepare CSV Export](/software-engineering-insights/use-software-engineering-insights/setup-sei/manage-developers.md)   | Export your developer records from HRIS systems like Workday as a CSV | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/manage-developers.md) |
| [Upload Developer CSV](/software-engineering-insights/use-software-engineering-insights/setup-sei/manage-developers.md) | Upload your HRIS-based developer file to AIDI                         | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/manage-developers.md) |

#### Phase 6: Create the Org Tree <a href="#phase-6-create-the-org-tree" id="phase-6-create-the-org-tree"></a>

| **Step**                                                                                                                      | **Purpose**                                                              | **Documentation**                                                                                                |
| ----------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------- |
| [Build Org Tree](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-org-tree.md)                | Create an Org Tree using HRIS records to reflect reporting relationships | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-org-tree.md) |
| [Track Changes to the Org Tree](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-org-tree.md) | Learn how AIDI tracks changes and allows version control                 | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-org-tree.md) |

#### Phase 7: Set up teams and view insights <a href="#phase-7-set-up-teams-and-view-insights" id="phase-7-set-up-teams-and-view-insights"></a>

| **Step**                                                                                                                                                | **Purpose**                                                                                                 | **Documentation**                                                                                                                           |
| ------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| [Set up Teams](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-teams.md)                                               | Learn how teams are created from Org Tree leaf nodes                                                        | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-teams.md)                               |
| [Review & update developer identifiers](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-teams.md)                      | Review & update the developer identifiers (i.e. integration usernames/account IDs) for your team developers | [View Setup Guide](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-teams.md)                               |
| [View Dashboards and Insights](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/insights/README.md) | Access prebuilt dashboards and filter insights by team                                                      | [View Setup Guide](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/insights/README.md) |