Implementation

This guide provides a roadmap of a typical implementation with Worklytics-provided support.

1 Kick-off/Scoping meeting

30-60 min video call to get overview of process, responsibilities

Attendees:

• Product Stakeholder(s)

• Data Source Administrator(s), if identified

• IT Admin(s), if identified

Agenda:

• determine data sources, and who can authorize access to each

• determine host platform (GCP or AWS)

• identify who has the permissions to manage infra, will be able to run Terraform, and how they'll run it (where, authenticated how)

• scope desired data interval, approximate headcount, etc.

• identify any potential integration issues or infrastructure constraints

2 Initial Walk through

1-2 hr video call, to walk-through customization and initial terraform runs via screenshare

Attendees:

• IT Admin(s) who will be running Terraform

• Worklytics technical contact

Prior to this call, please follow the initial steps in the Getting Started section for your host platform and ensure you have all Prereqs

Goals:

1. get example customized and a terraform plan working.

2. run terraform apply. Obtain the TODO 1 files you can send to your data source administrators to complete, as needed.

Tips:

• Works best if we screenshare

3 Testing / Validation

can be completed without call; but Worklytics can assist if desired

• follow TODO 2 files / use test.sh shell scripts produced by terraform apply

• validate that authentication/authorization is correct for all connections, and that you're satisfied with proxy behavior

4 Authorize Worklytics to Access Sanitized Data

can be completed without call; but Worklytics can assist if desired

Authorize Worklytics to invoke API connectors / access sanitized bulk data:

• obtain service account ID of your tenant from Worklytics; configure it in you terraform.tfvars file

• run terraform apply again to update IAM policy to reflect the change

5 Connect Sanitized Data Sources to Worklytics

can be completed without call; but Worklytics can assist if desired

• follow TODO 3 files (or terraform output values) generated by the terraform apply command

• if you do not have access to Worklytics, or you do, but do not have Data Connection Admin role, send these files to the appropriate person