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* docs: WIP how to organize devlake projects * Co-authored-by: Startrekzky <[email protected]> docs: consistent naming for incidents * Co-authored-by: Startrekzky <[email protected]> docs: restructure project structuring as use cases * WIP use case 2 * docs: expanding and structuring use case 2 * docs: alternative diagram format for the use cases 1 and 2 * Co-authored-by: Startrekzky <[email protected]> docs: iterating over the 'How to Organize Devlake Projects' doc * docs: remove unused diagrams * docs: add "how to navigate to dora", and "observe metrics by project" sections. * docs: rearrange section markdown * replace irrelevant `team` concept by `project` in use cases * remove redundant diagram * Co-authored-by: Startrekzky <[email protected]> docs: Add DevLake + DevStream use case * docs: rename doc file * docs: update project names on screenshots * fix formatting * docs: webhook notes * Co-authored-by: Startrekzky <[email protected]> docs: fix naming inconsistencies * Co-authored-by: Startrekzky <[email protected]> docs: finish use case 1 * docs: use case 2 * docs: QA regarding webhooks and connections * Co-authored-by: Startrekzky <[email protected]> docs: rework use case * change one of the example projects * Authored-by: Startrekzky <[email protected]> docs: improve project creation and navigation screenshots * Co-authored-by: Startrekzky <[email protected]> docs: Q&A format fix * Co-authored-by: Startrekzky <[email protected]> docs: use case 2 connections and scopes setup * docs: improve writing, formatting * docs: move the new guide to 'GettingStarted' location * docs: versioning as v0.19
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--- | ||
title: "How to Organize DevLake Projects" | ||
sidebar_position: 1 | ||
description: > | ||
How to Organize DevLake Projects | ||
--- | ||
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## 1. Introduction | ||
This guide provides step-by-step instructions for organizing projects in DevLake. | ||
It is intended for team leads and developers who want to optimize their workflow. | ||
Herein, we will explore various use cases to demonstrate the practical application of these instructions. | ||
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Development teams typically manage `pull requests`, `deployments`, and `incidents` using various boards. | ||
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Based on such, we want to measure their productivity and stability. This is how [DORA](../DORA.md) does that: | ||
- Productivity: | ||
- How many times does the team `deploy`? (a.k.a. [Deployment Frequency](../Metrics/DeploymentFrequency.md)) | ||
- How fast are the `pull requests` resolved? (a.k.a. [Lead Time](../Metrics/LeadTimeForChanges.md)) | ||
- Stability: | ||
- How many `incidents` per `deploys` does the team have? (a.k.a. [Change Failure Rate](../Metrics/CFR.md)) | ||
- How fast are these `incidents` solved? (a.k.a. [Median Time to Restore](../Metrics/MTTR.md)) | ||
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All these questions/metrics are based on either `pull requests`, `deployments`, or `incidents`. | ||
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Note: _All three are completely separate entities and are associated only with their project._ | ||
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#### General advice | ||
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There are 3 red lines when it comes to structuring your DevLake `projects`: | ||
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But when we scale this up, a few problems arise: | ||
- A team usually works with multiple `repos` | ||
- A team also might work on different projects, and we want to measure these projects separately (e.g. it is not the same to work on a big old legacy as on a greenfield) | ||
- There may be multiple teams | ||
- A `board` contains incidents of multiple teams or projects | ||
- A `repository` is managed by multiple teams or projects, e.g. a monorepo | ||
- A `pipeline` can trigger deployments in multiple repos | ||
- Some organizations want to measure DORA based on projects, and some want to measure it by teams | ||
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This is where the `project` concept comes into play. | ||
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## 2. What is a DevLake project? | ||
In practical terms, a project usually involves building or researching solutions to address specific problems | ||
or explore new opportunities. A DevLake project is a grouping of `pull requests`, `deployments`, or `incidents`. | ||
It can be seen as a real-world project or product line. DevLake measures DORA metrics for each project. | ||
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![](../Configuration/images/HowToOrganizeDevlakeProjects/project_pipeline.png) | ||
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Note: _It does not matter if a team works on a particular repository more than another. | ||
The metrics are calculated over the entire set of repos, and the values are accumulated. | ||
More on that: [Debugging DORA Issue Metrics](../Troubleshooting/Dashboard.md#debugging-dora-issue-metrics)._ | ||
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## 3. As a team lead, how many DevLake projects do I need? | ||
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DevLake's flexible structure enables you to organize `pull requests`, `deployments`, and `incidents` | ||
in a manner tailored to your specific projects, teams, or technologies. | ||
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The examples below show the patterns of how to organize your projects. | ||
To keep things simple we assume that we work with **GitHub** repos, **Jira** boards, | ||
and **Jenkins CI/CD** deploys in each GitHub repo. | ||
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The same would apply to other repos (e.g. GitLab or BitBucket), boards (e.g. TAPD), | ||
or CI/CD (e.g. GitLab CI, Azure DevOps). | ||
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## 4. Use Cases | ||
This section demonstrates real-life situations and how they get reflected in DevLake. | ||
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Disclaimer: _To keep this guide shorter, some technical details are only mentioned in | ||
[Use Case 1](HowToOrganizeDevlakeProjects.md#41-use-case-1-apache-projects), | ||
so if you read this page for the first time, make sure to go through them in order._ | ||
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Note: _If you use webhooks, check the [quick note](HowToOrganizeDevlakeProjects.md#5-about-webhooks) about them below._ | ||
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### 4.1. Use Case 1: Apache Projects | ||
Apache Software Foundation (ASF) has and is developing many | ||
[projects](https://en.wikipedia.org/wiki/List_of_Apache_Software_Foundation_projects). | ||
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To take an example we will analyze 2 `projects`: DevLake and [Spark](https://spark.apache.org/). | ||
Both are independent of each other. Assume that ASF wants to check the health of the development | ||
and maintenance of these projects with DORA. | ||
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DevLake manages 3 `repos`: [incubator-devlake](https://github.com/apache/incubator-devlake), | ||
[incubator-devlake-website](https://github.com/apache/incubator-devlake-website), | ||
and [incubator-devlake-helm-chart](https://github.com/apache/incubator-devlake-helm-chart). | ||
There are many repos related to _Spark_ in one way or another. To keep it simple, | ||
we will also pick 3 `repos`: [spark](https://github.com/apache/spark), | ||
[spark-website](https://github.com/apache/spark-website), and [incubator-livy](https://github.com/apache/incubator-livy). | ||
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![](../Configuration/images/HowToOrganizeDevlakeProjects/project_use_case_1.png) | ||
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Both projects use GitHub for storing code (including `pull requests`), `deployments` on GitHub Actions, and `incidents`. | ||
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Note: _To avoid confusion between DevLake as a `project` in this use case and DevLake as a platform, | ||
we will use complete names i.e. `project DevLake` and `platform DevLake` respectively._ | ||
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#### 4.1.1. Organizing Projects | ||
First, create two projects on the DevLake platform, one for DevLake and one for Spark. | ||
These will represent real-world projects. | ||
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![](../Configuration/images/HowToOrganizeDevlakeProjects/create_project_1.png) | ||
![](../Configuration/images/HowToOrganizeDevlakeProjects/create_project_2.png) | ||
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Once these are created, the connections created in the following steps will be bound to them. | ||
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#### 4.1.2. Creating Connections | ||
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Since all is on GitHub in this case, we can use just 1 connection with the following properties: | ||
- it includes all the project's `repos` | ||
- its scope includes everything we work with (i.e. `pull requests`, `deployments`, and `incidents`) | ||
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If you store `incidents` on Jira, for example, you will need to create a separate connection just for them. | ||
The same applies to `deployments`, a separate connection is needed in case they are stored in Jenkins (or any other host for `deployments`). | ||
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#### 4.1.3. Configuring Connections | ||
This part is described in [GitHub](/docs/Configuration/GitHub.md) connection configuration. | ||
For other platforms check the [Configuration Guide](/docs/Configuration) | ||
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#### 4.1.4. Using connections | ||
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At this point, we have projects and connections created on the platform DevLake. | ||
It is time to bind those connections to the projects. To do so, follow the steps | ||
described in the [Tutorial](/docs/Configuration/Tutorial.md). | ||
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#### 4.1.5. Resulting Metrics | ||
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To know if the data of a project is successfully collected go to your DORA Dashboard: | ||
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![](../Configuration/images/HowToOrganizeDevlakeProjects/navigate_to_dora_1.png) | ||
![](../Configuration/images/HowToOrganizeDevlakeProjects/navigate_to_dora_2.png) | ||
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If everything goes well, you should see all the 4 charts. | ||
If something is wrong, and you are puzzled as to why, check out the | ||
[Debugging Dora Issue Metrics](../Troubleshooting/Dashboard.md#debugging-dora-issue-metrics) page. | ||
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#### 4.1.6. How can I observe metrics by project? | ||
In the same DORA dashboard check out this menu point: | ||
![](../Configuration/images/HowToOrganizeDevlakeProjects/observe_metrics_by_project_panel.png) | ||
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The metrics should change when you select or deselect projects, representing the projects you selected. | ||
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### 4.2. Use Case 2: Multiple Teams with Distinct Projects | ||
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Consider a scenario where a company operates with several teams, each managing one or more projects. | ||
For illustration, we will explore two such teams: the Payments team and the Internal Tools team. | ||
Here's a simplified representation of this scenario: | ||
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#### Quick Overview: | ||
- The Payments team works on a single project: “payments”. | ||
- The Internal Tools team manages two projects: “it-legacy” and “it-new”. | ||
- Both teams use different sets of tools and boards. | ||
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![](../Configuration/images/HowToOrganizeDevlakeProjects/project_use_case_2.png) | ||
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#### Step-by-Step Simplification: | ||
1. **Define the Teams and Projects:** | ||
- **Payments Team**: | ||
- One project: "payments". | ||
- **Internal Tools Team**: | ||
- Two projects: "it-legacy" and "it-new". | ||
2. **Understand the Tools**: | ||
- Assume both teams utilize GitHub for `repos` and Jenkins for CI/CD. | ||
- The _Payments_ team uses Jira boards. | ||
- The _Internal Tools_ team uses webhooks for reporting incidents. | ||
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#### 4.2.1. Organizing Projects | ||
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DORA is effective for observing the impacts of methodology changes within a team. | ||
From DORA’s standpoint, the concept of distinct `teams` is not recognized; only `projects` exist. | ||
Adding a `team` concept introduces unnecessary complexity without providing any substantial benefit. | ||
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In DevLake, we create three `projects`: _payments_, _it-legacy_, and _it-new_. | ||
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It is crucial to maintain **atomic** `projects`, representing the smallest, independent units, | ||
to prevent complexity and ensure precise data representation. **Atomic** `projects` allow for a more flexible | ||
and accurate data comparison and combination between `projects`. | ||
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#### 4.2.2. Adding Connections | ||
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Create just one connection and reuse it across projects by adding data scopes. | ||
This method optimizes data collection, minimizing redundancy and ensuring more efficient use of resources. | ||
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It is NOT recommended to create multiple connections, for instance, GitHub repos, as it | ||
will increase the time to collect the data due to the storage of multiple copies of shared repos in the database. | ||
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The only exception is the webhooks: **we must have 1 connection per project**, | ||
as this is the only way DevLake can accurately assign `incidents` to the corresponding `project`. | ||
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So, in total we will have only these connections: | ||
- 1 connection for all GitHub `repos` to collect `pull requests` | ||
- 1 connection to Jenkins to collect all `deployments` | ||
- 1 connection to Jira to collect `incidents` | ||
- 2 webhook connections to collect `incidents`: 1 per each `project` that uses webhooks (_it-legacy_ and _it-new_) | ||
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The step-by-step [Configuration Guide](/docs/Configuration) shows how to both add connections | ||
and set scopes as described in the next chapter. | ||
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#### 4.2.3. Setting Scopes | ||
Now, add the connections to our projects and set the scope to them: | ||
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For payments `project`: | ||
- add 1 scope to GitHub connection for _p1...p10_ `repos` to collect their `pull requests` | ||
- add 1 scope to Jenkins for `deployments` of _p1...p10_ `repos` | ||
- add 1 scope to Jira to collect `incidents` | ||
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For it-legacy `project`: | ||
- add 1 scope to GitHub for `repos` _it-legacy-1_, _it-legacy-2_, _it-core-1_ and _it-core-2_ to collect their `pull requests` | ||
- add 1 scope to Jenkins for `deployments` of _it-legacy-1_, _it-legacy-2_, _it-core-1_ and _it-core-2_ `repos` | ||
- include the _it-legacy_ webhook for collecting `incidents` | ||
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For it-new `project`: | ||
- add 1 scope to GitHub for `repos` _it-new-1_, _it-new-2_, _it-core-1_ and _it-core-2_ to collect their `pull requests` | ||
- add 1 scope to Jenkins for `deployments` of _it-new-1_, _it-new-2_, _it-core-1_ and _it-core-2_ `repos` | ||
- include the _it-new_ webhook for collecting `incidents` | ||
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#### 4.2.4. Resulting Metrics | ||
See [4.1.5 Resulting Metrics](HowToOrganizeDevlakeProjects.md#415-resulting-metrics) | ||
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## 5. About Webhooks | ||
**Assigning a UNIQUE webhook to each project is critical.** This ensures that the DevLake platform | ||
correctly associates the incoming data with the corresponding project through the webhook. | ||
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If you use the same webhook across multiple projects, the data sent by it **will be replicated per each | ||
project that uses that webhook**. More information available on the [Webhook](/docs/Plugins/webhook.md) page | ||
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## 6. Troubleshooting | ||
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If you run into any problem, please check the [Troubleshooting](/docs/Troubleshooting/Configuration.md) or [create an issue](https://github.com/apache/incubator-devlake/issues) |
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