SEI 2.0 - Onboarding Guide
This guide explains what you need to know to get started using Harness SEI 2.0.
Complete Harness Platform onboarding
If you're new to Harness, review the [Harness Platform onboarding guide](/docs/platform/get-started/onboarding-guide and Harness Platform key concepts before onboarding to SEI 2.0.
SEI 1.0 and SEI 2.0
If you're switching over to Harness SEI 2.0 from the SEI 1.0 experience, review the SEI 1.0 vs SEI 2.0 Guide for useful information about what's new in the SEI 2.0 experience.
Onboarding Path
Phase 1: Setup your Harness account
| Step | Purpose | Documentation |
|---|---|---|
| Review Key Concepts | Learn about the basic concepts of SEI 2.0 | View Setup Guide |
| Account and Project setup | Create projects and invite users | View Setup Guide |
Phase 2: Single Sign-On (Automate onboarding of users from external sources)
| Step | Purpose | Documentation |
|---|---|---|
| Configure SSO | Automate the onboarding of users from external sources | View Setup Guide |
| API Guide | Learn how to programmatically create any resource on SEI using REST APIs | View Setup Guide |
Phase 3: Create integrations
| Step | Purpose | Documentation |
|---|---|---|
| Create Integrations (Cloud) | Learn how to create cloud integrations for third-party tools | View Setup Guide |
| Ingestion Satellite Overview | Use the Ingestion Satellite to connect SEI with on-premise tools | View Setup Guide |
| Create custom CI/CD integrations | Learn how to create custom CI/CD integrations | View Setup Guide |
| Integration Monitoring | Monitor the health status of the integrations | View Setup Guide |
| Configure GitHub Integration | Create and configure the integration for GitHub Cloud or GitHub Enterprise | |
| Configure Jira Integration | Create and configure the integration for Jira Cloud or Jira Data Center | View Setup Guide |
Phase 4: Create profiles
| Profile Type | Purpose | Documentation |
|---|---|---|
| Efficiency Profile | Define how you track DORA and Sprint insights (Coming soon) | View Setup Guide |
| Productivity Profile | Track developer activity and collaboration, including PR throughput, cycle time, and PR activity | View Setup Guide |
| Business Alignment Profile (Coming soon) | Define how engineering efforts align to product goals and delivery of business value. | Coming soon |
Phase 5: Upload your developer records
| Step | Purpose | Documentation |
|---|---|---|
| Prepare CSV Export | Export your developer records from HRIS systems like Workday as a CSV | View Setup Guide |
| Upload Developer CSV | Upload your HRIS-based developer file to SEI | View Setup Guide |
Phase 6: Create the Org Tree
| Step | Purpose | Documentation |
|---|---|---|
| Build Org Tree | Create an Org Tree using HRIS records to reflect reporting relationships | View Setup Guide |
| Track Changes to the Org Tree | Learn how SEI tracks changes and allows version control | View Setup Guide |
Phase 7: Set up teams & view insights
| Step | Purpose | Documentation |
|---|---|---|
| Set up Teams | Learn how teams are created from Org Tree leaf nodes | View Setup Guide |
| Review & update developer identifiers | Review & update the developer identifiers (i.e. integration usernames/account IDs) for your team developers | View Setup Guide |
| View Dashboards and Insights | Access prebuilt dashboards and filter insights by team | View Setup Guide |