Onboarding Tracker for Open Lineage

[ibrahimhaddad]

The following tasks are required to complete onboarding for a Sandbox level project joining the LF AI & Data Foundation. LF Staff will engage with the technical project lead via this issue and work through the checklist to completion.

LF AI & Data Staff: Review each item, confirm completion, and add any relevant notes.

Note: (ED) Executive Director, (Tech) Technical Lead, (PM) Program Management & Operations Lead, (Mktg) Marketing Lead

TECHNICAL PROJECT DETAILS

--Maturity Level Proposed: Sandbox --Company Sponsor (Full Legal Name): Datakin (https://datakin.com/) --Jurisdiction of Incorporation: --Address: --Project Sponsor Contact: Julien Le Dem julien@datakin.com --Technical Contact: Julien Le Dem
--Legal Contact: Julien Le Dem
--TAC Sponsor: Ibrahim Haddad --TAC/GB Approval Date: 05/20/2021 --Project in SFDC: --Project License: Apache 2.0 --Project Presentation: Deck --Project Proposal per LF AI & Data: https://github.com/lfai/proposing-projects/blob/master/proposals/OpenLineage.adoc --Project Artwork: https://github.com/OpenLineage/artwork

LICENSING

• [x] (Tech/ED) Project license exists and is OSI-approved
• [x] (Tech/ED) Proposed license inline with umbrella's IP Policy
• [x] (Tech/ED) Pre-intake FOSSology scan complete, shared with project, and no major incompatible licenses detected
• [x] (Tech/ED) Determine known components/dependencies not under compatible license

CONTRIBUTION

• [x] (Tech/ED) Deactivation of CLA/DCO in place and adopt GitHub's DCO at https://github.com/apps/dco
• [x] (Tech/ED) Share/Discuss Project Charter Template and Finalize with Project (update New Projects Onboarding with Legal Status Tracking)
• [x] (Tech/ED) Share/Discuss Account & Trademark Assignment Template and Finalize with Project ([update New Projects Onboarding with Legal Status Tracking]
• [x] (Tech/ED) Verify CII Badge (Silver) link and passing status --In progress: https://bestpractices.coreinfrastructure.org/en/projects/4888 -- ongoing effort, see status here. https://bestpractices.coreinfrastructure.org/en/projects?q=OpenLineage

PROJECT ASSETS

• [x] (Tech/ED) Logos confirmation // If logos exist post to GitHub Artwork repo and save in Project Logos in LF internal Google Drive folder
• [x] (Tech/ED) Domain name confirmation // Ongoing ticket: IT-22225
• [x] (Tech/ED) Project website tracking // Add link and name/email of authorized user for website to LF internal tracking

TAC & GOVERNING BOARD REVIEW

• [x] (Tech/ED) Provide project proposal process/template to project sponsor (https://github.com/LFDLFoundation/proposing-projects/tree/master/proposal-process)
• [x] (Tech/ED) Confirm/Schedule presentation date during TAC meeting - Add to TAC Mtg Agenda Tracking
• [x] (Tech/ED) Review and confirm final proposal and presentation deck
• [x] (Tech/ED) Add project presentation to TAC agenda/deck and send to tac-general mail list with agenda info
• [x] (Tech/ED)Send project presentation and proposal to tac-private mail list with reminder on attendance and quorum requirements for voting members
• [x] (PM) Verify TAC minutes with project TAC vote results

INFRASTRUCTURE

• [x] (Tech/ED) Update proposal to show project accepted in GitHub Project List
• [x] (Tech/ED) Setup org in Github, add 'thelinuxfoundation' as an owner - Allows us to maintain continuity of GH ownership
• [x] (Tech/ED) Migrate code repository to new GH org // Already in its own org
• [x] (Tech/ED) Add project to LF AI & Data Landscape and mark it as an LF AI & Data project

OPERATIONS

• [x] (PM) Post final technical charter to GH Project Charters repo and ensure it is saved in LF internal Projects Google Drive folder
• [x] (PM) Add project to Current Projects section on LF AI & Data wiki
• [x] (PM) Set up other misc collaboration agreed upon during proposal/acceptance, if any -- N/A
• [x] (PM) Set up project mail lists (announce, tsc, technical-discuss, security) under LF AI & Data Groups.io
• [x] (PM) Add initial project lead(s) to applicable mail lists (main, announce, events, tac, project mail lists, technical-projects)
• [x] (PM) Set project lead as moderator for mail lists as applicable for ongoing management
• [x] (PM) Add LF AI & Data marketing manager to project announce mail list as moderator for sending announcements
• [x] (PM) Send onboarding email with next steps info and resources - Includes Technical Getting Started Checklist
• [x] (PM) Set up project wiki space under LF AI wiki - Upon request only per onboarding email info provided to project --Confluence wiki --Created https://wiki.lfaidata.foundation/display/OpenLineage
• [x] (PM) Create new tab for project in LF AI & Data Tracking to have project added to LFX Insights dashboard, then create ticket via Jira Service Desk for request --Jira pending, LF to verify completion: https://jira.linuxfoundation.org/plugins/servlet/theme/portal/4/SUPPORT-5410 --marked as resolved on 09/27/2022, tracked in LF AI & Data Trello Board for Insights v.2 release on 09/30/2022.
• [x] (PM) Request project to be added to LFX Security - Added on LFX Portal under 'Secure My Project' section (top right) --Request submitted by project lead - Verified addition to LFX Security
• [x] (PM)Share new project update w/Outreach Committee (Chair) to include in upcoming committee meeting
• [x] (PM) Include update on new project in upcoming GB meeting agenda
• [x] (PM) Update "LF AI & Data Getting Involved Guide" deck
• [x] (PM) Update "[LF AI & Data Overview] (https://docs.google.com/presentation/d/1SPUXnS89U8M7gIr_FM3_dzBMaabppHonLi2Kt-vIXf8/edit)" deck
• [x] (PM) Upload "LF AI Getting Involved Guide" and "LF AI Overview Deck" on LF AI & Data GH presentations repo

MARKETING

• [x] (PM) Update LF AI & Data Timeline with new project - Creative Services Jira ticket required (Ref LP- 6341) - Save updated file in internal LF AI & Data G Drive and on LF AI & Data GH --Jira completed: https://jira.linuxfoundation.org/browse/LP-7482

• [x] (PM) Build landing page on LF AI & Data website and add to All Projects section - Creative Services Jira ticket required (Ref LP-6711) --Jira completed: https://jira.linuxfoundation.org/browse/LP-7483

• [x] (Mktg) Coordinate announcement (press release or blog post) and social promotion with project company - Add to internal LF AI & Data PR/Comms tracker - Sandbox projects are announced via social followed by blog announcement on a quarterly basis, OpenLineage to be included in July announcement

• [x] (Mktg) Follow project and member company on Twitter/LinkedIn from LF AI & Data accounts, if applicable

• [x] (Mktg) Publish announcement (Blog/PR+Social+Mail Lists)

• [x] (Mktg) Transfer social account domain ownership to LF AI & Data shared account use set up, if applicable - Projects retain ongoing management of accounts - Reference internal process documentation --Will need to transfer for Slack, Twitter LEGAL FOLLOW UP**

• [x] (PM) Confirm ongoing license scanning is set up through Steve W. - Add to internal LF AI & Data tracker

• [x] (PM) Confirm export control filings are done through Steve W. for all projects via ticket at https://www.linuxfoundation.org/export/ + Planned through Software Freedom Law Center for Graduate level projects, add to internal LF AI & Data tracker -- Jira: https://legaljira.linuxfoundation.org/servicedesk/customer/portal/1/LR-644 ----marked as resolved on 09/27/2022, tracked in LF AI & Data Trello Board for legal follow up w/ Jeff Shapiro

• [x] (PM) Include all projects in Trademark Registrations review cycles - Graduate level projects addressed at start of each calendar year - Add to internal LF AI & Data tracker --Added to tracking

[jzcardoso]

Hello @julienledem -- We are looking to include your LF AI & Data Foundation project in the LFX Security tool. As the project lead, please take a few minutes to submit the request for your project by visiting the LFX Security page, click on "Secure My Project" on the top right, and follow the prompts. The process takes only a few minutes and once it is approved it will be added along with the other LF AI & Data Foundation projects. Overtime if you want to add additional repos or for general questions you can always submit a ticket here. Please let us know when you have completed this item and we will check it off our list. Thanks!

[julienledem]

Best Practices badge: https://github.com/OpenLineage/OpenLineage/pull/51 I have also submitter to LFX Security

[jzcardoso]

Great, thanks Julien.

[jzcardoso]

@julienledem A couple of items for you regarding this onboarding checklist.

1. Wiki Space -- You had requested a confluence wiki space for use which has been created, it is available here: https://wiki.lfaidata.foundation/display/OpenLineage You can edit as you'd like.

2. LFX Insights -- As part of the LFX Insights tracking that is set up, for slack, can you please send an invite at 'dev-analytics-bot@linuxfoundation.org' to join the the openlineage workspace? Please confirm when complete so that our product team can add the project.

3. LFX Security -- We would like to include your project in the LFX Security tool. As the project lead, please take a few minutes to submit the request for your project by visiting the LFX Security page, click on "Secure My Project" on the top right, and follow the prompts. The process takes only a few minutes and once it is approved it will be added along with the other LF AI & Data Foundation projects. Overtime if you want to add additional repos or for general questions you can always submit a ticket here. Please let us know when this has requested.

[jzcardoso]

@julienledem Can you please confirm when you have completed the following so that we can let our IT/Product team know they can move forward with adding the project to LFX Insights?

2. LFX Insights -- As part of the LFX Insights tracking that is set up, for slack, can you please send an invite at 'dev-analytics-bot@linuxfoundation.org' to join the the openlineage workspace? Please confirm when complete so that our product team can add the project.

[jzcardoso]

@julienledem Can you please confirm when you have completed the following so that we can let our IT/Product team know they can move forward with adding the project to LFX Insights?

LFX Insights -- As part of the LFX Insights tracking that is set up, for slack, can you please send an invite at 'dev-analytics-bot@linuxfoundation.org' to join the the openlineage workspace? Please confirm when complete so that our product team can add the project.

[julienledem]

@jzcardoso I have invited dev-analytics-bot@ to the OpenLineage slack. On LFX security: I have requested access. (SUPPORT-6311) but it looks like I really need my accounts merged: SFDAS-3987

[jzcardoso]

@julienledem Thanks for sending the invite for Slack, I have let the IT team know that is ready for their review for LFX Insights.

On The LFX Security, OpenLineage looks to be added: https://security.lfx.linuxfoundation.org/#/a0941000012Y73ZAAS/foundation-details

For your account merging, I am not able to see SFDAS-3987 but if you can tell me a bit more about what the ticket is for I can try to get a status on it if it is something that is blocking you.

I'll let you continue working with Erin on the social account ownership items.

[jzcardoso]

@julienledem Unfortunately there was an issue with the slack invite expiring. Can you please resend that and I will let the product team know once you confirm it is sent so they can accept it quickly this time? " As part of the LFX Insights tracking that is set up, for slack, can you please send an invite at 'dev-analytics-bot@linuxfoundation.org' to join the the openlineage workspace? Please confirm when complete so that our product team can add the project. "

[jzcardoso]

@julienledem Can you please help us to close out on the three pending onboarding items?

1) LFX Insights - Unfortunately there was an issue with the slack invite expiring. Can you please resend that and I will let the product team know once you confirm it is sent so they can accept it quickly this time? " As part of the LFX Insights tracking that is set up, for slack, can you please send an invite at 'dev-analytics-bot@linuxfoundation.org' to join the the openlineage workspace? Please confirm when complete so that our product team can add the project. "

2) Social Transfers - Please work with Erin on completing the transfers for Slack and Twitter. She has shared details with you via email for next steps.

3) CII Badging Silver -- Can you provide an update on the completion for this?

Thank you in advance for your help in closing out these items.

[jzcardoso]

@ErinThacker Can you please circle back this week on open items for this onboarding please?

[ErinThacker]

@jzcardoso - followed up with Insights onboarding status in ticket.