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itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/v0.17/Configuration"><span itemprop="name">Configuration</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Tutorial</span><meta itemprop="position" content="2"></li></ul></nav><span class="theme-doc-version-badge badge badge--secondary">Version: v0.17</span><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Tutorial</h1></header><h2 class="anchor anchorWithStickyNavbar_LWe7" id="overview">Overview<a class="hash-link" href="#overview" title="Direct link to heading"></a></h2><p>The Apache DevLake Config UI allows you to configure the data you wish to collect through a graphical user interface. Visit config-ui at <code>http://localhost:4000</code>.</p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="create-a-project">Create a Project<a class="hash-link" href="#create-a-project" title="Direct link to heading"></a></h2><p>Starting from v0.15, DevLake has introduced the Project feature to alllow viewing project-based metrics, such as DORA. To create a project, simply go to Project on the main navigation, click on the &quot;+ New Project&quot; button and fill out the info on the dialog below.</p><p><img loading="lazy" alt="img" src="/assets/images/project-152575da22e9f2804ec4efaea2b7c36b.png" width="1724" height="626" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="create-a-blueprint">Create a Blueprint<a class="hash-link" href="#create-a-blueprint" title="Direct link to heading"></a></h2><h3 class="anchor anchorWithStickyNavbar_LWe7" id="introduction">Introduction<a class="hash-link" href="#introduction" title="Direct link to heading"></a></h3><p>A Blueprint is a plan that covers all the work to get your raw data ready for query and metric computation in the dashboards. Blueprints can either be used to collect data for a Project or be used alone without being dependent on any Project. To use the Blueprint within a Project, you can create the Blueprint once a Project is created; to use it alone, you can create the Blueprint from the Blueprint page from the main navigation. </p><p>For either usage of the Blueprint, creating it consists of four steps:</p><ol><li>Adding Data Connections: Add new or select from existing data connections for the data you wish to collect</li><li>Setting Data Scope: Select the scope of data (e.g. GitHub projects or Jira boards) for your data connections</li><li>Adding Transformations (Optional): Add transformation rules for the data scope you have selected in order to view corresponding metrics</li><li>Setting the Sync Policies: Set the sync frequency, time range and the skip-on-fail option for your data</li></ol><p>For detailed instructions of each data source, please go to their individual configuration docs from the sidebar.</p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-1---add-data-connections">Step 1 - Add Data Connections<a class="hash-link" href="#step-1---add-data-connections" title="Direct link to heading"></a></h3><p>There are two ways to add data connections to your Blueprint: adding them during the creation of a Blueprint and adding them separately on the Data Integrations page. There is no difference between these two ways.</p><p>When adding data connections from the Blueprint, you can either create a new or select from existing data connections. </p><p><img loading="lazy" alt="img" src="/assets/images/step1-6ff7f3e6be38900da58a770e83dc063a.png" width="1890" height="1106" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-2---set-data-scope">Step 2 - Set Data Scope<a class="hash-link" href="#step-2---set-data-scope" title="Direct link to heading"></a></h3><p>After adding data connections, click on &quot;Next Step&quot; and you will be prompted to select the data scope of each data connection. For instance, for a GitHub connection, you will need to select or enter the projects you wish to sync, and for Jira, you will need to select from your boards.</p><p><img loading="lazy" alt="img" src="/assets/images/step2-1-de5b6d5d0e3accbb344fefcbfe7bcb49.png" width="1888" height="426" class="img_ev3q">
<img loading="lazy" alt="img" src="/assets/images/step2-2-2432c93e2ed7ebcab11566dac2fd0d3e.png" width="1872" height="1541" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-3---add-transformations-optional">Step 3 - Add Transformations (Optional)<a class="hash-link" href="#step-3---add-transformations-optional" title="Direct link to heading"></a></h3><p>This step is required for viewing certain metrics (e.g. Bug Age, Bug Count per 1k Lines of Code and DORA)in the pre-built dashboards that require data transformation. We highly recommend adding Transformations for your data for the best display of the metrics. but you can still view the basic metrics if you skip this step. </p><p><img loading="lazy" alt="github-add-transformation-rules-list" src="/assets/images/github-set-transformation1-9c44ad103df89500803353df4eda2ca0.png" width="2418" height="506" class="img_ev3q">
<img loading="lazy" alt="github-add-transformation-rules" src="/assets/images/github-set-transformation2-b02f0687b279efb13f545b4aa941a9bd.png" width="1894" height="2807" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="step-4---set-the-sync-policies">Step 4 - Set the Sync Policies<a class="hash-link" href="#step-4---set-the-sync-policies" title="Direct link to heading"></a></h3><p>Time Filter: You can select the time range of the data you wish to sync to speed up the collection process.</p><p>Frequency: You can choose how often you would like to sync your data in this step by selecting a sync frequency option or entering a cron code to specify your preferred schedule. </p><p>Running Policy: By default, the <code>Skip failed tasks</code> is checked to avoid losing all data when encountering a few bugs during data collection, when you are collecting a large volume of data, e.g. 10+ GitHub repositories, Jira boards, etc. For clarity, a task is a unit of a pipeline, an execution of a blueprint. By default, when a task is failed, the whole pipeline will fail and all the data that has been collected will be discarded. By skipping failed tasks, the pipeline will continue to run, and the data collected by successful tasks will not be affected. After the pipeline is finished, you can rerun these failed tasks on the blueprint&#x27;s detail page.</p><p><img loading="lazy" alt="img" src="/assets/images/step4-c72d1f32564691527fb19084dc552431.png" width="1890" height="1410" class="img_ev3q"></p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="view-the-blueprint-status-and-download-logs-for-historical-runs">View the Blueprint Status and Download Logs for Historical Runs<a class="hash-link" href="#view-the-blueprint-status-and-download-logs-for-historical-runs" title="Direct link to heading"></a></h3><p>After setting up the Blueprint, you will be prompted to the Blueprint&#x27;s status page, where you can track the progress of the current run and wait for it to finish before the dashboards become available. You can also view all historical runs of previously created Blueprints from the list on the Blueprint page.</p><p>If you run into any errors, you can also download the pipeline logs and share them with us on Slack so that our developers can help you debug.</p><p><img loading="lazy" alt="img" src="/assets/images/blueprint-edit3-beff0ecb765048a9a008d2b06c0c268a.png" width="1755" height="835" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="edit-a-blueprint-normal-mode">Edit a Blueprint (Normal Mode)<a class="hash-link" href="#edit-a-blueprint-normal-mode" title="Direct link to heading"></a></h2><p>If you switch to the Configuration tab on the Blueprint detail page, you can see the settings of your Blueprint and edit them.</p><p>In the current version, the Blueprint editing feature <strong>allows</strong> editing:</p><ul><li>The Blueprint&#x27;s name</li><li>The sync policies</li><li>The data scope of a connection</li><li>The data entities of the data scope</li><li>The transformation rules of any data scope</li><li>Editing any connections</li></ul><p>Please note:
If you have created the Blueprint in the Normal mode, you will only be able to edit it in the Normal Mode; if you have created it in the Advanced Mode, please refer to <a href="/docs/v0.17/Configuration/AdvancedMode#editing-a-blueprint-advanced-mode">this guide</a> for editing.</p><p><img loading="lazy" alt="img" src="/assets/images/blueprint-edit1-cf9c86ce65a14488b71f8475fcebd34b.png" width="2734" height="976" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="create-and-manage-data-connections">Create and Manage Data Connections<a class="hash-link" href="#create-and-manage-data-connections" title="Direct link to heading"></a></h2><p>The Data Connections page allows you to view, create and manage all your data connections in one place.
<img loading="lazy" alt="img" src="/assets/images/connections-5fe94a4e1047ade9d4750013ea9f4ff1.png" width="1862" height="778" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="manage-transformations">Manage Transformations<a class="hash-link" href="#manage-transformations" title="Direct link to heading"></a></h2><p>The Transformations page allows you to manage all your transformation rules.
<img loading="lazy" alt="img" src="/assets/images/transformations-b2d37592de9892fdae773546c1426d14.png" width="1890" height="858" class="img_ev3q"></p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="troubleshooting">Troubleshooting<a class="hash-link" href="#troubleshooting" title="Direct link to heading"></a></h2><p>If you run into any problem, please check <a href="/docs/v0.17/Troubleshooting/Configuration">Troubleshooting</a>, contact us on <a href="https://join.slack.com/t/devlake-io/shared_invite/zt-1lkgbdmys-AU2azidzO1u~mtjlg9my7A" target="_blank" rel="noopener noreferrer">Slack</a> or <a href="https://github.com/apache/incubator-devlake/issues" target="_blank" rel="noopener noreferrer">create an issue</a>.</p></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="theme-doc-footer-edit-meta-row row"><div class="col"><a href="https://github.com/apache/devlake-website/edit/main/versioned_docs/version-v0.17/Configuration/Tutorial.md" target="_blank" rel="noreferrer noopener" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_vwxv"></div></div></footer></article><nav class="pagination-nav docusaurus-mt-lg" aria-label="Docs pages navigation"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/v0.17/Configuration"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Configuration</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/v0.17/Configuration/BitBucket"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">BitBucket Cloud</div></a></nav></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#overview" class="table-of-contents__link toc-highlight">Overview</a></li><li><a href="#create-a-project" class="table-of-contents__link toc-highlight">Create a Project</a></li><li><a href="#create-a-blueprint" class="table-of-contents__link toc-highlight">Create a Blueprint</a><ul><li><a href="#introduction" class="table-of-contents__link toc-highlight">Introduction</a></li><li><a href="#step-1---add-data-connections" class="table-of-contents__link toc-highlight">Step 1 - Add Data Connections</a></li><li><a href="#step-2---set-data-scope" class="table-of-contents__link toc-highlight">Step 2 - Set Data Scope</a></li><li><a href="#step-3---add-transformations-optional" class="table-of-contents__link toc-highlight">Step 3 - Add Transformations (Optional)</a></li><li><a href="#step-4---set-the-sync-policies" class="table-of-contents__link toc-highlight">Step 4 - Set the Sync Policies</a></li><li><a href="#view-the-blueprint-status-and-download-logs-for-historical-runs" class="table-of-contents__link toc-highlight">View the Blueprint Status and Download Logs for Historical Runs</a></li></ul></li><li><a href="#edit-a-blueprint-normal-mode" class="table-of-contents__link toc-highlight">Edit a Blueprint (Normal Mode)</a></li><li><a href="#create-and-manage-data-connections" class="table-of-contents__link toc-highlight">Create and Manage Data Connections</a></li><li><a href="#manage-transformations" class="table-of-contents__link toc-highlight">Manage Transformations</a></li><li><a href="#troubleshooting" class="table-of-contents__link toc-highlight">Troubleshooting</a></li></ul></div></div></div></div></main></div></div><footer class="footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/GettingStarted">Getting Started</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/DataModels/DevLakeDomainLayerSchema">Data Models</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/Metrics">Engineering Metrics</a></li></ul></div><div class="col footer__col"><div class="footer__title">Community</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://join.slack.com/t/devlake-io/shared_invite/zt-1lkgbdmys-AU2azidzO1u~mtjlg9my7A" target="_blank" rel="noopener noreferrer" class="footer__link-item">Slack</a></li><li class="footer__item"><a href="https://github.com/apache/incubator-devlake/issues" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub Issue Tracker</a></li><li class="footer__item"><a href="https://github.com/apache/devlake-website/issues" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub Issue Tracker For Docs</a></li></ul></div><div class="col footer__col"><div class="footer__title">More</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://github.com/apache/devlake" target="_blank" rel="noopener noreferrer" class="footer__link-item">GitHub</a></li><li class="footer__item"><a href="https://twitter.com/ApacheDevLake" target="_blank" rel="noopener noreferrer" class="footer__link-item">Twitter</a></li><li class="footer__item"><a class="footer__link-item" href="/community/trademark">Trademark Guidelines</a></li></ul></div></div><div class="footer__bottom text--center"><div class="footer__copyright">
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