Meta Data Setup

Step 1 - Download the Script

Use the bellow location to download the “PSKnowhow” DB script:

https://github.com/PublicisSapient/PSknowHOW/tree/master/database-scripts/installation-script

After downloading, you will get following scripts:

1. authentication-and-authorization.js - This script is used to setup authentication and authorization details like create role, permissions and policy rules etc.

2. global-configs.js - This script is used to setup “PSKnowhow” instance level configurations like setup authentication types (standard, AD based login), email server details and processor names etc.

3. kpi-default-configuration.js - This script is used to setup the default configuration for fetching the kpis data.

4. kpi-definitions.js - This script is used to setup the Kpis' category and kpi metadata.

5. project-organization-structure.js - This script is used to setup the default hierarchy of any organization. you can define the hierarchy levels and entries under these levels via this script.

6. create-database-indexes.js - This script is used to setup the indexes on “PSKnowhow” DB.

Step 2 - Change/Update the Project Hierarchy

Step 1 - Change/Update the KPI Groups

Step 1 - Update Global Configuration

Step 1 -

Step 1 - Execute the scripts

Option 1 - Using Docker Shell

Option 2 - Using Mongo Client

Hierarchy Configuration

PSknowHOW enables users to define different hierarchy levels that users may require to have to manage a project within. For example, an organization may follow below the hierarchy level to manage a project:

Business Unit (Highest) → Account → Subaccount → Portfolio → Project (Lowest)

By default, PSknowHOW suggests 3 levels of hierarchy to create the project. However, the user has the flexibility to change the hierarchy levels based on the project hierarchy followed in the respective organization with the help of a database. The upper and lower limit of the project hierarchy is 6 & 0 respectively.

Below are the steps to achieve the desired hierarchical level.

Step1

1. Go to database collection → open hierarchy_levels table

2. By default, the user will see the following existing script

3. If the user doesn’t want any level of hierarchy in the respective project, the user can clear the collection of the above table and run the changes in the database.

Good To Know

• The hierarchy level label name in the application will be determined by the hierarchyLevelName table in the database.

• It is highly recommended that the user shall maintain a uniform/same hierarchical level throughout one instance. In case if the user opts to change the existing hierarchical level, the user should delete the existing projects from the application UI, follow Step 2 above and create desired hierarchy level.

• Auto suggestions - when a user creates a hierarchical level, he/she has the option to provide the option of certain suggestions on the dropdown and these would be fetched from the hierarchy_level_suggestions table based on values stored in the respective hierarchyLevelId. Please note that whenever we create a new hierarchy on the hierarchy_levels table a similar hierarchy shall replicate on the hierarchy_level_suggestions table

Making Dashboard Dynamic

PSknowHOW allows user to create categories on Dashboard and reshuffle the KPI’s among them based on user’s convenience to use the application.

By default, user will see seven different dashboard tabs on application header. The above 7 tabs can be classified into static and dynamic categories.

• Static Category → User is restricted to make any changes on these categories. The Category includes My Knowhow, Iteration, Backlog and KPI Maturity.

• Dynamic Category → User have flexibility to personalize these categories based on project requirement and convenience. User also can add/remove these categories within the limit of 0 to 7. It means at maximum 7 user defined categories can be created and at minimum user can remove all dynamic categories to 0.

Below are the steps to achieve the desired dynamic dashboard categories.

Step1

1. Go to database collection → open kpi_category table.

2. By default, user will see the following existing script.

3. If user want to modify existing dynamic category setup-

• Adding a new category - In Default kpi_category table, use can insert new record with new “categoryId” & “categoryName” (refer snippet in step 1.2 above) and run the database script.

• Removing existing category - User can clear the collection of above table and run the changes in database.

4. When user creates a new dashboard category, in order to setup kpi user shall replicate similar “categoryId” in kpi_category_mapping table along with desired kpiId and Kanban status (true - if user willing to add kpi in Kanban board) and run the database script.