> 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
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](/harness-ai/new-to-harness-platform/get-started.md) and [Harness Platform key concepts](/harness-platform/3.0/in-harness-3.0/overview.md) 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](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/manage/sei-overview) to understand changes in AI DLC Insights.
### Onboarding path
#### Phase 1: Set up your Harness account
| **Step** | **Purpose** | **Documentation** |
| ---------------------------------------------------------------------------------- | ------------------------------------------------- | ------------------------------------------------------------------------------- |
| [Review Key Concepts](/ai-dlc-insights/3.0/new-to-ai-dlc-insights/key-concepts.md) | Learn about the basic concepts of AI DLC Insights | [View Setup Guide](/ai-dlc-insights/3.0/new-to-ai-dlc-insights/key-concepts.md) |
| [Account and Project setup](/harness-ai/new-to-harness-platform/get-started.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)
| **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-platform/3.0/harness-platform-resources/authentication.md) |
| [API Guide](/harness-platform/3.0/harness-platform-resources/automation/api/api-quickstart.md) | Learn how to programmatically create any resource on AIDI using REST APIs | [View Setup Guide](/harness-platform/3.0/harness-platform-resources/automation/api/api-quickstart.md) |
#### Phase 3: Create integrations
| **Step** | **Purpose** | **Documentation** |
| --------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Create Integrations (Cloud)](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/index.md) | Learn how to create cloud integrations for third-party tools | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/index.md) |
| [Ingestion Satellite Overview](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/ingestion-satellite/overview.md) | Use the Ingestion Satellite to connect AIDI with on-premise tools | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/ingestion-satellite/overview.md) |
| [Create custom CI/CD integrations](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/custom-cicd.md) | Learn how to create custom CI/CD integrations | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/custom-cicd.md) |
| [Integration Monitoring](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/index.md#integration-monitoring) | Monitor the health status of the integrations | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/index.md#integration-monitoring) |
| [Configure GitHub Integration](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/github/index.md) | Create and configure the integration for GitHub Cloud or GitHub Enterprise | |
| [Configure Jira Integration](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/jira/index.md) | Create and configure the integration for Jira Cloud or Jira Data Center | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/integrations/jira/index.md) |
#### Phase 4: Create profiles
| **Profile Type** | **Purpose** | **Documentation** |
| ----------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------- |
| [Efficiency Profile](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/efficiency.md) | Define how you track DORA and Sprint insights | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/efficiency.md) |
| [Productivity Profile](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/productivity.md) | Track developer activity and collaboration, including PR throughput, cycle time, and PR activity | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/productivity.md) |
| [Business Alignment Profile](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/business-alignment.md) | Define how engineering efforts align to product goals and delivery of business value. | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/profiles/business-alignment.md) |
#### Phase 5: Upload your developer records
| **Step** | **Purpose** | **Documentation** |
| ------------------------------------------------------------------------------------ | --------------------------------------------------------------------- | -------------------------------------------------------------------------------- |
| [Prepare CSV Export](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/developers.md) | Export your developer records from HRIS systems like Workday as a CSV | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/developers.md) |
| [Upload Developer CSV](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/developers.md) | Upload your HRIS-based developer file to AIDI | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/developers.md) |
#### Phase 6: Create the Org Tree
| **Step** | **Purpose** | **Documentation** |
| -------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ | ------------------------------------------------------------------------------- |
| [Build Org Tree](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/org-trees.md) | Create an Org Tree using HRIS records to reflect reporting relationships | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/org-trees.md) |
| [Track Changes to the Org Tree](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/org-trees.md) | Learn how AIDI tracks changes and allows version control | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/org-trees.md) |
#### Phase 7: Set up teams and view insights
| **Step** | **Purpose** | **Documentation** |
| ------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------- |
| [Set up Teams](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/teams.md) | Learn how teams are created from Org Tree leaf nodes | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/teams.md) |
| [Review & update developer identifiers](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/teams.md) | Review & update the developer identifiers (i.e. integration usernames/account IDs) for your team developers | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/setup/teams.md) |
| [View Dashboards and Insights](/ai-dlc-insights/3.0/use-ai-dlc-insights/view-insights.md) | Access prebuilt dashboards and filter insights by team | [View Setup Guide](/ai-dlc-insights/3.0/use-ai-dlc-insights/view-insights.md) |
{% @harness-feedback/feedback %}