Commit cb604491 authored by Achilleas Pipinellis's avatar Achilleas Pipinellis

Merge branch 'docs/migrate-cycle-analytics' into 'master'

Migrate cycle analytics topic to new section

See merge request gitlab-org/gitlab-ce!31827
parents c7d12e60 7b6888d3
# Cycle Analytics
> - Introduced prior to GitLab 12.2 at the project level.
> - [Introduced](https://gitlab.com/gitlab-org/gitlab-ee/issues/12077) in [GitLab Premium](https://about.gitlab.com/pricing/) 12.2 at the group level (enabled by feature flag `analytics`).
Cycle Analytics measures the time spent to go from an [idea to production] - also known
as cycle time - for each of your projects. Cycle Analytics displays the median time for an idea to
reach production, along with the time typically spent in each DevOps stage along the way.
Cycle Analytics is useful in order to quickly determine the velocity of a given
project. It points to bottlenecks in the development process, enabling management
to uncover, triage, and identify the root cause of slowdowns in the software development life cycle.
Cycle Analytics is tightly coupled with the [GitLab flow] and
calculates a separate median for each stage.
## Overview
Cycle Analytics is available:
- From GitLab 12.2, at the group level in the analytics workspace at
**Analytics > Cycle Analytics**. **(PREMIUM)**
In the future, multiple groups will be selectable which will effectively make this an
instance-level feature.
NOTE: **Note:**
Requires the [analytics workspace](index.md) to be enabled.
- At the project level via **Project > Cycle Analytics**.
There are seven stages that are tracked as part of the Cycle Analytics calculations.
- **Issue** (Tracker)
- Time to schedule an issue (by milestone or by adding it to an issue board)
- **Plan** (Board)
- Time to first commit
- **Code** (IDE)
- Time to create a merge request
- **Test** (CI)
- Time it takes GitLab CI/CD to test your code
- **Review** (Merge Request/MR)
- Time spent on code review
- **Staging** (Continuous Deployment)
- Time between merging and deploying to production
- **Production** (Total)
- Total lifecycle time; i.e. the velocity of the project or team
## How the data is measured
Cycle Analytics records cycle time and data based on the project issues with the
exception of the staging and production stages, where only data deployed to
production are measured.
Specifically, if your CI is not set up and you have not defined a `production`
or `production/*` [environment], then you will not have any data for those stages.
Each stage of Cycle Analytics is further described in the table below.
| **Stage** | **Description** |
| --------- | --------------- |
| Issue | Measures the median time between creating an issue and taking action to solve it, by either labeling it or adding it to a milestone, whatever comes first. The label will be tracked only if it already has an [Issue Board list](../project/issue_board.md#creating-a-new-list) created for it. |
| Plan | Measures the median time between the action you took for the previous stage, and pushing the first commit to the branch. The very first commit of the branch is the one that triggers the separation between **Plan** and **Code**, and at least one of the commits in the branch needs to contain the related issue number (e.g., `#42`). If none of the commits in the branch mention the related issue number, it is not considered to the measurement time of the stage. |
| Code | Measures the median time between pushing a first commit (previous stage) and creating a merge request (MR) related to that commit. The key to keep the process tracked is to include the [issue closing pattern](../project/issues/managing_issues.md#closing-issues-automatically) to the description of the merge request (for example, `Closes #xxx`, where `xxx` is the number of the issue related to this merge request). If the issue closing pattern is not present in the merge request description, the MR is not considered to the measurement time of the stage. |
| Test | Measures the median time to run the entire pipeline for that project. It's related to the time GitLab CI takes to run every job for the commits pushed to that merge request defined in the previous stage. It is basically the start->finish time for all pipelines. |
| Review | Measures the median time taken to review the merge request that has closing issue pattern, between its creation and until it's merged. |
| Staging | Measures the median time between merging the merge request with closing issue pattern until the very first deployment to production. It's tracked by the [environment] set to `production` or matching `production/*` (case-sensitive, `Production` won't work) in your GitLab CI configuration. If there isn't a production environment, this is not tracked. |
| Production| The sum of all time (medians) taken to run the entire process, from issue creation to deploying the code to production. |
---
How this works, behind the scenes:
1. Issues and merge requests are grouped together in pairs, such that for each
`<issue, merge request>` pair, the merge request has the [issue closing pattern](../project/issues/managing_issues.md#closing-issues-automatically)
for the corresponding issue. All other issues and merge requests are **not**
considered.
1. Then the `<issue, merge request>` pairs are filtered out by last XX days (specified
by the UI - default is 90 days). So it prohibits these pairs from being considered.
1. For the remaining `<issue, merge request>` pairs, we check the information that
we need for the stages, like issue creation date, merge request merge time,
etc.
To sum up, anything that doesn't follow [GitLab flow] will not be tracked and the
Cycle Analytics dashboard will not present any data for:
- merge requests that do not close an issue.
- issues not labeled with a label present in the Issue Board or for issues not assigned a milestone.
- staging and production stages, if the project has no `production` or `production/*`
environment.
## Example workflow
Below is a simple fictional workflow of a single cycle that happens in a
single day passing through all seven stages. Note that if a stage does not have
a start and a stop mark, it is not measured and hence not calculated in the median
time. It is assumed that milestones are created and CI for testing and setting
environments is configured.
1. Issue is created at 09:00 (start of **Issue** stage).
1. Issue is added to a milestone at 11:00 (stop of **Issue** stage / start of
**Plan** stage).
1. Start working on the issue, create a branch locally and make one commit at
12:00.
1. Make a second commit to the branch which mentions the issue number at 12.30
(stop of **Plan** stage / start of **Code** stage).
1. Push branch and create a merge request that contains the [issue closing pattern](../project/issues/managing_issues.md#closing-issues-automatically)
in its description at 14:00 (stop of **Code** stage / start of **Test** and
**Review** stages).
1. The CI starts running your scripts defined in [`.gitlab-ci.yml`][yml] and
takes 5min (stop of **Test** stage).
1. Review merge request, ensure that everything is OK and merge the merge
request at 19:00. (stop of **Review** stage / start of **Staging** stage).
1. Now that the merge request is merged, a deployment to the `production`
environment starts and finishes at 19:30 (stop of **Staging** stage).
1. The cycle completes and the sum of the median times of the previous stages
is recorded to the **Production** stage. That is the time between creating an
issue and deploying its relevant merge request to production.
From the above example you can conclude the time it took each stage to complete
as long as their total time:
- **Issue**: 2h (11:00 - 09:00)
- **Plan**: 1h (12:00 - 11:00)
- **Code**: 2h (14:00 - 12:00)
- **Test**: 5min
- **Review**: 5h (19:00 - 14:00)
- **Staging**: 30min (19:30 - 19:00)
- **Production**: Since this stage measures the sum of median time off all
previous stages, we cannot calculate it if we don't know the status of the
stages before. In case this is the very first cycle that is run in the project,
then the **Production** time is 10h 30min (19:30 - 09:00)
A few notes:
- In the above example we demonstrated that it doesn't matter if your first
commit doesn't mention the issue number, you can do this later in any commit
of the branch you are working on.
- You can see that the **Test** stage is not calculated to the overall time of
the cycle since it is included in the **Review** process (every MR should be
tested).
- The example above was just **one cycle** of the seven stages. Add multiple
cycles, calculate their median time and the result is what the dashboard of
Cycle Analytics is showing.
## Permissions
The current permissions on the Project Cycle Analytics dashboard are:
- Public projects - anyone can access
- Internal projects - any authenticated user can access
- Private projects - any member Guest and above can access
You can [read more about permissions][permissions] in general.
NOTE: **Note:**
As of GitLab 12.2, the project-level page is deprecated. You should access
project-level Cycle Analytics from **Analytics > Cycle Analytics** in the top
navigation bar. We will ensure that the same project-level functionality is available
to CE users in the new analytics space.
For Cycle Analytics functionality introduced in GitLab 12.2 and later:
- Users must have Reporter access or above.
- Features are available only on
[Premium or Silver tiers](https://about.gitlab.com/pricing/) and above.
## More resources
Learn more about Cycle Analytics in the following resources:
- [Cycle Analytics feature page](https://about.gitlab.com/features/cycle-analytics/)
- [Cycle Analytics feature preview](https://about.gitlab.com/2016/09/16/feature-preview-introducing-cycle-analytics/)
- [Cycle Analytics feature highlight](https://about.gitlab.com/2016/09/21/cycle-analytics-feature-highlight/)
[ce-5986]: https://gitlab.com/gitlab-org/gitlab-ce/merge_requests/5986
[ce-20975]: https://gitlab.com/gitlab-org/gitlab-ce/issues/20975
[environment]: ../../ci/yaml/README.md#environment
[GitLab flow]: ../../workflow/gitlab_flow.md
[idea to production]: https://about.gitlab.com/2016/08/05/continuous-integration-delivery-and-deployment-with-gitlab/#from-idea-to-production-with-gitlab
[permissions]: ../permissions.md
[yml]: ../../ci/yaml/README.md
# Analytics workspace
> [Introduced](https://gitlab.com/gitlab-org/gitlab-ee/issues/12077) in GitLab 12.2 (enabled using `analytics` feature flag).
The Analytics workspace will make it possible to aggregate analytics across
GitLab, so that users can view information across multiple projects and groups
in one place.
To access the centralized analytics workspace:
1. Ensure it's enabled. Requires a GitLab administrator to enable it with the `analytics` feature
flag.
1. Once enabled, click on **Analytics** from the top navigation bar.
## Available analytics
From the centralized analytics workspace, the following analytics are available:
- [Cycle Analytics](cycle_analytics.md).
NOTE: **Note:**
Project-level Cycle Analytics are still available at a project's **Project > Cycle Analytics**.
...@@ -162,7 +162,7 @@ to learn more. ...@@ -162,7 +162,7 @@ to learn more.
### Cycle Analytics permissions ### Cycle Analytics permissions
Find the current permissions on the Cycle Analytics dashboard on Find the current permissions on the Cycle Analytics dashboard on
the [documentation on Cycle Analytics permissions](project/cycle_analytics.md#permissions). the [documentation on Cycle Analytics permissions](analytics/cycle_analytics.md#permissions).
### Issue Board permissions ### Issue Board permissions
...@@ -237,13 +237,16 @@ To learn more, read through the documentation on ...@@ -237,13 +237,16 @@ To learn more, read through the documentation on
## Guest User ## Guest User
Create a user and assign to a project with a role as `Guest` user, this user When a user is given `Guest` permissions on a project and/or group, and holds no
will be considered as guest user by GitLab and will not take up the license. higher permission level on any other project or group on the instance, the user
There is no specific `Guest` role for newly created users. If this user will is considered a guest user by GitLab and will not consume a license seat.
be assigned a higher role to any of the projects and groups then this user will There is no other specific "guest" designation for newly created users.
take a license seat. If a user creates a project this user becomes a maintainer,
therefore, takes up a license seat as well, in order to prevent this you have If the user is assigned a higher role on any projects or groups, the user will
to go and edit user profile and mark the user as External. take a license seat. If a user creates a project, the user becomes a `Maintainer`
on the project, resulting in the use of a license seat. To prevent a guest user
from creating projects, you can edit the user profile to mark the user as
[External](#external-users-permissions).
## External users permissions ## External users permissions
......
# Cycle Analytics ---
redirect_to: '../analytics/cycle_analytics.md'
> - [Introduced](https://gitlab.com/gitlab-org/gitlab-ee/issues/12077) at a group level in [GitLab Premium and Silver](https://about.gitlab.com/pricing/) 12.2 (enabled by feature flag `analytics`).
Cycle Analytics measures the time spent to go from an [idea to production] - also known
as cycle time - for each of your projects. Cycle Analytics displays the median time for an idea to
reach production, along with the time typically spent in each DevOps stage along the way.
Cycle Analytics is useful in order to quickly determine the velocity of a given
project. It points to bottlenecks in the development process, enabling management
to uncover, triage, and root-cause slowdowns in the software development life cycle.
Cycle Analytics is tightly coupled with the [GitLab flow] and
calculates a separate median for each stage.
## Overview
Cycle Analytics are available at a:
- Group level from the top navigation bar **Analytics > Cycle Analytics**. **(PREMIUM)**
In the future, multiple groups will be selectable which will effectively make this an
instance-level feature.
- Project level from a project's **Project > Cycle Analytics**.
![Cycle Analytics landing page](img/cycle_analytics_landing_page.png)
There are seven stages that are tracked as part of the Cycle Analytics calculations.
- **Issue** (Tracker)
- Time to schedule an issue (by milestone or by adding it to an issue board)
- **Plan** (Board)
- Time to first commit
- **Code** (IDE)
- Time to create a merge request
- **Test** (CI)
- Time it takes GitLab CI/CD to test your code
- **Review** (Merge Request/MR)
- Time spent on code review
- **Staging** (Continuous Deployment)
- Time between merging and deploying to production
- **Production** (Total)
- Total lifecycle time; i.e. the velocity of the project or team
## How the data is measured
Cycle Analytics records cycle time and data based on the project issues with the
exception of the staging and production stages, where only data deployed to
production are measured.
Specifically, if your CI is not set up and you have not defined a `production`
or `production/*` [environment], then you will not have any data for those stages.
Below you can see in more detail what the various stages of Cycle Analytics mean.
| **Stage** | **Description** |
| --------- | --------------- |
| Issue | Measures the median time between creating an issue and taking action to solve it, by either labeling it or adding it to a milestone, whatever comes first. The label will be tracked only if it already has an [Issue Board list][board] created for it. |
| Plan | Measures the median time between the action you took for the previous stage, and pushing the first commit to the branch. The very first commit of the branch is the one that triggers the separation between **Plan** and **Code**, and at least one of the commits in the branch needs to contain the related issue number (e.g., `#42`). If none of the commits in the branch mention the related issue number, it is not considered to the measurement time of the stage. |
| Code | Measures the median time between pushing a first commit (previous stage) and creating a merge request (MR) related to that commit. The key to keep the process tracked is to include the [issue closing pattern] to the description of the merge request (for example, `Closes #xxx`, where `xxx` is the number of the issue related to this merge request). If the issue closing pattern is not present in the merge request description, the MR is not considered to the measurement time of the stage. |
| Test | Measures the median time to run the entire pipeline for that project. It's related to the time GitLab CI takes to run every job for the commits pushed to that merge request defined in the previous stage. It is basically the start->finish time for all pipelines. |
| Review | Measures the median time taken to review the merge request that has closing issue pattern, between its creation and until it's merged. |
| Staging | Measures the median time between merging the merge request with closing issue pattern until the very first deployment to production. It's tracked by the [environment] set to `production` or matching `production/*` (case-sensitive, `Production` won't work) in your GitLab CI configuration. If there isn't a production environment, this is not tracked. |
| Production| The sum of all time (medians) taken to run the entire process, from issue creation to deploying the code to production. |
--- ---
Here's a little explanation of how this works behind the scenes: This document was moved to [another location](../analytics/cycle_analytics.md)
1. Issues and merge requests are grouped together in pairs, such that for each
`<issue, merge request>` pair, the merge request has the [issue closing pattern]
for the corresponding issue. All other issues and merge requests are **not**
considered.
1. Then the `<issue, merge request>` pairs are filtered out by last XX days (specified
by the UI - default is 90 days). So it prohibits these pairs from being considered.
1. For the remaining `<issue, merge request>` pairs, we check the information that
we need for the stages, like issue creation date, merge request merge time,
etc.
To sum up, anything that doesn't follow the [GitLab flow] won't be tracked at all.
So, the Cycle Analytics dashboard won't present any data:
- For merge requests that do not close an issue.
- For issues not labeled with a label present in the Issue Board or for issues not assigned a milestone.
- For staging and production stages, if the project has no `production` or `production/*`
environment.
## Example workflow
Below is a simple fictional workflow of a single cycle that happens in a
single day passing through all seven stages. Note that if a stage does not have
a start and a stop mark, it is not measured and hence not calculated in the median
time. It is assumed that milestones are created and CI for testing and setting
environments is configured.
1. Issue is created at 09:00 (start of **Issue** stage).
1. Issue is added to a milestone at 11:00 (stop of **Issue** stage / start of
**Plan** stage).
1. Start working on the issue, create a branch locally and make one commit at
12:00.
1. Make a second commit to the branch which mentions the issue number at 12.30
(stop of **Plan** stage / start of **Code** stage).
1. Push branch and create a merge request that contains the [issue closing pattern]
in its description at 14:00 (stop of **Code** stage / start of **Test** and
**Review** stages).
1. The CI starts running your scripts defined in [`.gitlab-ci.yml`][yml] and
takes 5min (stop of **Test** stage).
1. Review merge request, ensure that everything is OK and merge the merge
request at 19:00. (stop of **Review** stage / start of **Staging** stage).
1. Now that the merge request is merged, a deployment to the `production`
environment starts and finishes at 19:30 (stop of **Staging** stage).
1. The cycle completes and the sum of the median times of the previous stages
is recorded to the **Production** stage. That is the time between creating an
issue and deploying its relevant merge request to production.
From the above example you can conclude the time it took each stage to complete
as long as their total time:
- **Issue**: 2h (11:00 - 09:00)
- **Plan**: 1h (12:00 - 11:00)
- **Code**: 2h (14:00 - 12:00)
- **Test**: 5min
- **Review**: 5h (19:00 - 14:00)
- **Staging**: 30min (19:30 - 19:00)
- **Production**: Since this stage measures the sum of median time off all
previous stages, we cannot calculate it if we don't know the status of the
stages before. In case this is the very first cycle that is run in the project,
then the **Production** time is 10h 30min (19:30 - 09:00)
A few notes:
- In the above example we demonstrated that it doesn't matter if your first
commit doesn't mention the issue number, you can do this later in any commit
of the branch you are working on.
- You can see that the **Test** stage is not calculated to the overall time of
the cycle since it is included in the **Review** process (every MR should be
tested).
- The example above was just **one cycle** of the seven stages. Add multiple
cycles, calculate their median time and the result is what the dashboard of
Cycle Analytics is showing.
## Permissions
The current permissions on the Project Cycle Analytics dashboard are:
- Public projects - anyone can access
- Internal projects - any authenticated user can access
- Private projects - any member Guest and above can access
You can [read more about permissions][permissions] in general.
NOTE: **Note:**
As of GitLab 12.2, the project-level page is deprecated. You should access
project-level Cycle Analytics from **Analytics > Cycle Analytics** in the top
navigation bar. We will ensure that the same project-level functionality is available
to CE users in the new analytics space.
For Cycle Analytics functionality introduced in GitLab 12.2 and later:
- Users must have Reporter access or above.
- Features are available only on
[Premium or Silver tiers](https://about.gitlab.com/pricing/) and above.
## More resources
Learn more about Cycle Analytics in the following resources:
- [Cycle Analytics feature page](https://about.gitlab.com/features/cycle-analytics/)
- [Cycle Analytics feature preview](https://about.gitlab.com/2016/09/16/feature-preview-introducing-cycle-analytics/)
- [Cycle Analytics feature highlight](https://about.gitlab.com/2016/09/21/cycle-analytics-feature-highlight/)
[board]: issue_board.md#creating-a-new-list
[ce-5986]: https://gitlab.com/gitlab-org/gitlab-ce/merge_requests/5986
[ce-20975]: https://gitlab.com/gitlab-org/gitlab-ce/issues/20975
[environment]: ../../ci/yaml/README.md#environment
[GitLab flow]: ../../workflow/gitlab_flow.md
[idea to production]: https://about.gitlab.com/2016/08/05/continuous-integration-delivery-and-deployment-with-gitlab/#from-idea-to-production-with-gitlab
[issue closing pattern]: issues/managing_issues.md#closing-issues-automatically
[permissions]: ../permissions.md
[yml]: ../../ci/yaml/README.md
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