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

Further guidance on proxy testing:

https://docs.worklytics.co/psoxy/guides/testing

4 Authorize Worklytics to Access Sanitized Data

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

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

1. obtain service account ID of your tenant from Worklytics (via Worklytics web portal)

2. configure it in your terraform.tfvars file (details below)

3. run terraform apply again to update IAM policy to reflect the change

For AWS-hosted case, add the numeric ID of your Worklytics tenant to the list caller_gcp_service_account_ids:

eg

caller_gcp_service_account_ids = [
    "12345678901234567890123456789"
]

For GCP-hosted case, add the email address of your Worklytics tenant to the list worklytics_sa_emails:

eg

worklytics_sa_emails = [
    "[e-mail]"
]

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