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Instructions

  • Start a new issue in the onboarding repo. The title should include the date and location of the Onboarding week (e.g. "SF Onboarding Week, July 16 2018").
  • Copy the checklist below into the issue.
  • Create the issue
  • Use the checkboxes to track your work as you get set up.
  • When you finish with the checklist, make sure to close the issue.

Checklist

Communication

  • Several weeks before: send out a calendar invite to participants (to confirm their availability). You can find a template in FACILITATING.md.
    • For remote participating, ask participants if they have Mac OS workstations, since the workstation setup script is written for Mac.
    • You will be communicating with / authing these folks a lot. I find it helpful to save a copy/pasteable list of their names here:
      • name <email>.name <email>
  • The week before: send out an email to each of the participants. You can find a template in FACILITATING.md.
  • Get a Zoom room setup for remote participants. {} (Make sure to include this on your calendar invites.)

Access Assessment

  • Check if participants have access to the following:

    • This will help identify HelpNow+ access requests need to submitted for:

      • Pivotal alumni -managed Tracker
      • Pivotal alumni -managed LastPass
      • Pivotal alumni -managed GSuite (for Google Cloud Platform access)

    • Note that this form may be relevant: Pivotal Access Request Form for VMware

Scheduling

  • Schedule a welcome/orientation session (1hr at 9:30 Monday morning). Discuss the goals of the week and prime the participants to consider what they'd like to get out of Onboarding week.
  • Schedule daily standup (15min at 9:15, starting Tuesday).
  • Schedule afternoon check in (30min at 1:30).
  • Schedule retro at the end of the week (1hr at 4:00), include link to retro board: https://postfacto.vmware.com/retros/cf-onboarding-week (pw: onboarding-cf (pls don't change it))
  • Schedule any sessions that you know the group would be interested in -- for example, BOSH boxes and lines.
  • In the past, non Engineers have appreciated it when we blocked out the entire days of onbaording. This is especially helpful if done a few weeks in advance; so, they have time to move meetings and avoid having new ones scheduled in the first place.

These are core CF topics, other topics are a bit more "extra credit".

  • BOSH {}
    • Contact: BOSH Slack channel
  • CF Overview {}
    • Contact: Release Integration team

Other topics:

  • Concourse {}
    • Contact: Concourse team
  • Pairing Fundamentals {}
    • Contact: Todd Sedano
  • k8s Expert Session
    • Contact: CAPI or Release Integration teams

As a helpful reminder, you can save the name of the speaker w/ checkbox. Tips to share with speakers can be found in BOXES_AND_LINES.md.

IaaS Setup

Tracker Setup

  • Make sure you have Tracker projects prepared.
  • Add all participants as members to each of the tracker projects. (A list of emails works here.)
  • Delete everything from the tracker projects.
  • Build the tracker back log csv
    • Run ./build oss from the onboarding project, this will generate onboarding-tracker.csv
      • Note: you need docker installed brew cask install docker
        • To get the command line tool to show up you may have to first start Docker via Spotlight Search.
          • Type "Docker" in the Spotlight Search bar to bring up the Docker whale icon in the search results.
          • Double-click on the Docker whale icon and agree to subsequent dialog prompts to start Docker.
        • If docker gives you this error: failed to dial gRPC: unable to upgrade to h2c, received 502 context canceled
          • In docker settings: enable experimental, restart docker, disable experiment and restart again.
  • Import the CSV into each Tracker project (Taskbar > More > Import CSV > Choose File)

LastPass Setup

  • Skip this step for participants who are not authorized to access closed-source content (e.g. Pivotal Labs client participants.)
  • Give participants access to the shared LastPass folder:
    • LastPass > Sharing Center > Shared-CF SF Onboarding > Manage > Invite Users (A list of emails works here.)

Test Workstation Setup Script

  • Open a terminal window and run:
# Download & unzip the setup script folder
curl -LOk https://github.com/pivotal-cf-experimental/onboarding-week-construct/archive/master.zip
unzip master.zip
# Navigate to the setup script subfolder
cd onboarding-week-construct-master
# Run the script
./construct

You'll need to babysit this process, as it will prompt you for the password several times.

Misc

  • Record any issues you have with this process so we can update this checklist.