Integrations

Overview

To enable charts and metrics, PERF needs access to systems it should read data from. A piece of information about each such system is called a "data source" in PERF. 

Data source is a set of attributes - like URL, access credentials (user name, password or access token), and additional parameters for filtering and interpreting raw data.

Data sources available in PERF:

Data source integration requirements

These are the high-level requirements to enable integration with a data source:

  • Network connection is established between data sources (Jira, Git, etc.) and Perf instance;

  • Perf service accounts are created in data sources, credentials are available;

  • Service accounts have view permissions to all needed projects, repositories, etc.;

  • Jira/TFS queries are shared to service accounts.

Single tracking system at a time

There are various types of data sources: Task Tracking, Code Quality, Build & Pipeline, and so on. There is a rule that limits connection of Task Tracking systems - “one at a time”.

PERF allows loading data from only one system for given type (Task Tracking, Source Code Management). If you need to operate data from another Task Tracking system, there are two ways to do that:

  • delete the already configured Task Tracking System, and then configure a required new Task Tracking System instead.

  • create a sub-unit (Stream) and then configure a required Task Tracking system.

PERF compatibility with updated versions of the data sources

Our product aims to work seamlessly with various data source versions but significant changes in new versions may affect compatibility with PERF. Updating to the latest version with major API changes may disrupt compatibility.

Please, contact us at AskPerf@epam.com if you decide to update your data source to the latest version or encountering integration problems so we can help resolve the issue within a quarter.

Add data source

  1. In the Data Sources tab, click Add New. If this is the first Data Source, the system displays special message “There are no configured Data Sources to show”.

  2. On the message pane, click Add Data Source. The system opens Step 1. Choose Data Source window.

 

3. On the Step 1 pane, select a required category and then select a Data Source. The Step 2 pane opens.

 4. On the Step 2 pane, configure the selected source. 

Follow one of the configuration guides below to configure the selected data source:

Track data load

Once a data source is configured, the data load starts. The data loading status is indicated by status icons.

Icon

Icon Type

Description

Icon

Icon Type

Description

Indication

Queued
The data source is created, but the data load is not started.

 

Command

Remove from Queue
Click the icon to remove the data source from queue.

Indication

In Progress

Command

Link
When data loading is in progress, this icon is active.

Indication

Success
Data loading completed.

Indication

Error
Data loading failed.

View data load status drill-downs

Each status icon opens drill-down window with the following columns:

  • Entity names

  • Status

  • Last Update

  • Update Time

  • Result, dates

  • Actions.

To view a drill-down window:

  1. Click any current status icon. The system opens the respective drill-down window. See Fig. 1.

  2. Optional. Using left-side check boxes, select required entities.

  3. Optional. Using the Status column, filter the entities by their status. See Fig. 2.

  4. Optional. To run data load, click the Run Data Load button.

Fig. 1 Project drill-down

Fig. 2 Project drill-down: Select, filter, run data load

Run data load 

Using the Run Data Load functionality for a configured Data Source, you can perform incremental update or full update of the Data Source.

To update a Data Source:

  1. Click Run Data Load. See Fig.6, Fig. 8.

  2. On the consequent menu, select one of the following:

        •   Incremental - the latest data is loaded.
        •   Full - all the data is loaded from scratch.

Copy data source

1. On the main menu, click Perf, and then open the required unit.

2. On the right of the toolbar, click the Configure Data Sources icon. The Data Sources Configuration opens.

3. Open the Data Sources tab. The system displays active Data Sources.

4. On the required Data Source, click  ••• , and then click Copy to. The Copy Data Source dialog box opens.

5. In the Copy Data Source dialog box, select destination units to copy the Data Source to. You can use the Select All and Show Only N Selected options.

6. On the bottom of the dialog box, click Copy. The system copies the Data Source to the selected destination units. 

Hierarchy shows only units where

  • a user has a Project Manager role in PERF v1 or key staff in PERF v2,

  • a unit has not already had a data source from this category.

Manage data source

Using the command icons, you can manage a data source.

Icon

Description

Icon

Description

 

Activate
Data loading is resumed, metrics get to become actual.

• To activate all configured data sources, click Activate All.

 

Deactivate
Disables regular data loading. All the calculated metrics get frozen since the deactivation date, and the calculation after this date is not performed.

• To deactivate all configured data sources, click Deactivate All.

 

Delete
Deletes the data source.

Manage data loading

Using the command icons, you can manage data loading for a configured data source as follows:

Icon

Description

Icon

Description

 

Reload
Depending on a chosen data load type, the data source gets one of the following changes:

  • Incremental.  Changes in data happened after the latest data load.

  • Full. Changes in all data set from scratch.

 

Cancel
Cancels the started data loading. The regular data load starts as scheduled.

See also

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