Community Management is a Customer Data Platform (CDP) tool that collects and stores customer data from across the communities in a single database for data unification, identity resolution, analysis, and activation.

By utilizing this tool, we can effectively identify key contributors and organizations, facilitating more efficient community support\

Key points:

• It consolidates developers' touchpoints with a company or brand.

• It captures data from community platforms, product channels, and commercial channels.

• The data is cleaned, and profiles are matched across platforms and enriched with third-party data.

• The platform provides a unified 360-degree view of developers' engagement, their companies, and their customer journey.

Why Community Management?

• Data-Driven Insights: CM provides comprehensive analytics for a clear understanding of community engagement and contributor behavior across multiple platforms

• Efficient Management: Simplifies complex data, aiding in decision-making and efficient community management and support

• Contributor and Organization Identification: Identifies not only key individual contributors but also top-contributing organizations, recognizing where most active participants are affiliated

• Cross-Platform Integration: Tracks interactions across various platforms like GitHub, X, etc., offering a holistic view of the community's activities

Better data helps us better support our community members!

To get started for free, sign up for Community Management.

Data integration helps the flow of data between systems, enabling you to access data from different sources within a Community Management, which will connect your project data sources to work together seamlessly within your community management tool.

On the Project Groups page, you can see all the onboarded project groups and your project groups.

It is designed to give you a quick overview of your projects and help you navigate the tool easily.

Explore Projects

On the Project Groups page, you will see the following tabs:

Explore Project Details

After selecting the project, you will be directed to its dedicated page or details within the tool. Here, you can view information, manage integrations, access data, and perform various actions related to that project.

Select Project Group

1. On the top left corner of the home page, you will find a search box labeled Select project group.

2. Start typing the name of the project you are looking for into the search box.

3. As you type, the tool will begin displaying a list of suggested projects that match your search query.

4. Once you see the desired project in the search suggestions, click on its name. The tool will either directly open that project or take you to its specific page or details within the tool's interface.

Community Management (CM) is simplifying complex data for better decision-making. It tracks contributor interactions across platforms like GitHub, Git, Groups.io, and Twitter, providing analytics-driven insights and identifying key contributors and organizations for effective community support.

To get started, refer to this quick start guide.

Sign in to the CM Application

1. Visit https://cm.lfx.dev/ login page.

2. Enter your credentials (username and password). If you cannot access it, raise a support ticket on the support portal.

Connect Your Data Sources

To see the data flowing on your CM portal, connect a few data sources.

1. Once logged in, you will see the projects you have access to under the My Project Groups tab. Raise a support ticket on the support portal If you do not see your project cards for your projects.

2. Click the Settings button under the project group that you want to onboard.

1. Click Manage Integrations for the project you want to onboard.

1. Connect your preferred data sources to start pulling information. For more information, see Integrations. If you need assistance, contact the onboarding team for further guidance.

1. Once the data sources are integrated, your workspace will soon be populated with your contacts and organization pages.

Search and View Projects

From the Project Groups page, click the View Project(s) CTA to explore details. For more information, see Home Page.

Explore People and Organizations

1. Click Overview to find

   • Most active and most recent contributors

   • New organizations and the most active organizations.

   • New activities and top activities

2. From the left navigation, click People to explore and edit contributors on the dedicated people page.

3. Explore contributors by affiliation, engagement, and contribution time. Click on people for more details like location, work experience, and activities.

1. In the left navigation, select Organizations to view insights on contributing organizations. Analyze these organizations based on people or search by name. Click on an organization for more details, such as description, contributors list, and activities.

1. From the left navigation, click Activities to see a list of activities for the selected project, with the ability to filter them by various criteria.

Congratulations! You've successfully navigated through the initial steps of Community Management.

If you have any questions or need further assistance, refer to the help documentation or contact our support team.

After completing the GitHub integration, complete the Git integration.

1. On the INTEGRATIONS page, you will see all the connectors. Check for the Git connector.

2. Click Connect. On the pop-up window, enter remote URLs for each repository that you want to connect.

3. Click +Add remote URL to add multiple repositories. Click Connect.

Activities Collected:

• Commits

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Groups.io connector.

2. Click Connect.

1. In the pop-up window, you must authenticate the groups.io account you want to connect to. This secure login process ensures that users are verified and authorized to access the system.

1. Enter the Email ID and the password, and click Verify Account.

1. After verification, you can connect to both groups and subgroups under Connect groups.

   • To connect a group, write down the name of the group.

   • To connect a subgroup, write down the group name, followed by +, followed by the subgroup name. E.g. groupName+subGroupName

2. Click Connect.

1. Verify if the groups.io integration is successfully completed on the Integration page.

Activities Collected:

• Messages/emails

• A member joining and leaving mailing groups

Connect GitHub

Follow these steps to integrate GitHub:

1. On the home page, search for the project group.

2. On the project card, click Settings.

2. Select the project, and click Manage Integrations CTA.

1. On the INTEGRATIONS page, you will see all the connectors. Check the GitHub connector.

2. Click Connect.

3. On the pop-up window, select your organization and the repositories that you want to connect.

   1. If you are a GitHub admin, click the choose organization to connect CTA button.

   2. If you are not an admin, then select the next option as shown in the image.

1. On the GitHub page, install LFX CM to connect project repositories for the data integration.

2. Once you complete the integration, the data will start syncing from the connected repositories.

3. After GitHub is connected, hover over (1) to see the list of repositories.

Activities Collected:

• Stars/Un-stars

• Forks

• Issues

• Pull requests

• Discussions

• Comments on issues/pull requests/discussions

• Closing of issues/pull requests/discussions

What types of access levels is CM supporting?

CM is supporting 3 access levels to accommodate different roles and responsibilities within a community:

1. Admin Access: Full control over all projects, including the ability to manage settings, add/edit integrations, and edit contributors for all projects. Admins can also merge contributors and organizations in CM.

2. CM Manager Access: Ability to manage settings, add/edit integrations, and edit contributors for one or a limited number of projects. This role includes "read-only" permissions to view and explore contributors, organizations, and activity/contribution data for all projects. These users cannot merge contributors and organizations.

3. Viewer Access: Allows users to view contributor, organization, and activity/contribution data with "read-only" permissions for all projects.

How is access control working for CM?

CM uses the same SSO system as other LFX products. A valid LF Account grants access to CM and access to a project in PCC automatically gives access to the same project in CM. This integration ensures a seamless user experience across LFX platforms.

I want to give access to CM to my peers, what is the process to give access?

Contact the Support team and specify which project your peers need access to, along with their email and LF Account.

Which permissions do I need to onboard the data source in CM?

To onboard a data source into CM, you need CM Manager Access within CM for managing the onboarding process, along with admin-level permissions for the data source you're integrating. For example, GitHub Onboarding requires Admin access to your GitHub organization because the onboarding process involves installing the CM GitHub application, which is essential for CM to collect data from GitHub.

What steps should I take if I don't have access to necessary tools like LinkedIn, GitHub, Slack, etc., for onboarding data?

If you lack access to a required tool or platform for integration:

1. Find someone who has the necessary access and request that they give you admin rights.

2. Alternatively, you can reach out to the CM Support team and ask for temporary access for the person who has the needed access. This will enable them to log in to CM and set up the integration.

What should I do if I can't view or edit integrations for my projects when I log in?

If you're experiencing issues with project permissions, such as not being able to see or edit integrations, contact the Support team for assistance.

What should I do if some sub-projects of my project or foundation are missing and not listed in CM?

In case some sub-projects do not appearing in CM, reach out to the Onboarding team for support. They can assist in adding these missing projects or sub-projects to CM.

Why am I able to see data for all projects, not just my own?

In CM, if you have "edit" access to your project, you can modify integrations for that particular project. However, for all other projects, you will have "viewer" access, which is limited to read-only and does not permit any modifications.

What is the process if a project is created in PCC but not in CM?

If a project is present in PCC but does not automatically appear in CM, you should contact the onboarding team for assistance. They can facilitate adding the missing project to CM. This approach is applicable if a project is no longer relevant, needs to be hidden, or has been moved under a different project.

Data-Related Questions

How long does it take for data to show up in CM?

The time it takes for data to appear in CM varies depending on the size of the projects and the type of integration.

• Small Projects: Data typically appears within a couple of hours.

• Medium Projects: Data visibility ranges from a few hours to a day.

• Large Projects: It can take a couple of days for data to be visible.

• X-Large Projects: Data from very large projects, such as GitHub repositories with tens of thousands of commits and PRs, may take a few days to a few weeks to show up.

Why may the GitHub and Git data in CM be different compared to GitHub itself?

There are several reasons for differences between the data in CM and GitHub itself, including:

1. Bot Account Exclusion: CM does not collect data from bot accounts or contributions made by these accounts. In some cases, bot activities can account for as much as 50% of the total activities in a GitHub repository.

2. Data Delay: It is typical for CM to experience a delay in data collection. This delay can range from a few hours to a few days.

What action should I take if data isn't showing up in CM even after waiting 24 hours?

If data still isn't appearing after 24 hours after onboarding or enabling new integration, reach out to the Onboarding team for assistance.

How do we determine the organization's history and other contributors' details, such as email, location, experience, etc.?

Contributors' details are gathered from the information they provide on platforms like GitHub, Twitter, Slack, etc., and from their LinkedIn profiles.

How do we get the contributor's LinkedIn profile?

An enrichment service is used to gather information about contributors' LinkedIn profiles and work history using their email and/or GitHub usernames.

What if GitHub or Gerrit data shows up in CM but does not show up in Insights V3?

To resolve this, ensure that Git integration is enabled for all repositories added in the GitHub or Gerrit integration. Data will not appear in Insights until this Git integration is enabled. It's important to note that if a repository is not added to Git, Insights will not display data for it, regardless of whether GitHub integration is enabled and synced. To improve this process, there is a plan to introduce a feature that automatically populates Git integration based on the GitHub integration settings. If you are uncertain about the integration status, it is advisable to enable GitHub integration and seek assistance from the Onboarding Team.

What should I do if contributors don’t have details like work history, location, experience, etc?

An enrichment service regularly updates each contributor shortly after they are added to CM and every few months thereafter. Some contributors may not be found in the enrichment databases and therefore will not be enriched.

What should I do if the collected Contributor and Organization data for the project in CM are incorrect?

Check if integrations for your projects are set up correctly. If you do not have access to see and manage integrations, contact the Onboarding Team. Check if you have set the correct filter options. For example, you may be looking at data for the entire Foundation instead of a single project and may need to add a Project Filter. If the data is still incorrect, contact the Onboarding team.

Do organizations and contributors get enriched with additional information after being added to CM?

Yes, after organizations and contributors are added to CM, they undergo enrichment through a dedicated service. This service enhances their profiles with additional details such as work history, location, organization logos, descriptions, and more.

What if the contributor’s or organization’s data are not correct after they are enriched?

If you find inaccuracies in the enriched data for contributors or organizations, you have the option to manually edit and update this information. These manual updates will not be overridden by subsequent enrichment processes.

Why are there duplicate organizations in CM?

Duplicates in organizations often occur due to varying information sources, such as LinkedIn or inputs from contributors, leading to slight differences in organization names. CM team is proactively working on merging these duplicates through automatic and manual processes. However, some duplicates might still exist. Efforts are underway to develop a feature that will allow users to merge these duplicate organizations themselves.

What causes duplicate contributors to appear in CM?

In CM, contributors might have accounts on different platforms like GitHub, Git, Twitter, Slack, etc., known as “Identities.” Sometimes, a contributor uses the same name on multiple platforms, causing duplicates in CM. To solve this, CM uses an auto-merge feature to combine these identities.

We also manually merge identities, especially for top contributors or when requested. However, you might still see duplicate contributors in CM. We’re developing a “merge” feature that will let users merge contributors, helping to remove these duplicates.

How do Git and GitHub identities differ in CM?

In CM, a GitHub identity encompasses a user's GitHub profile, including their name, GitHub ID, logo, and public details like company information. Conversely, a Git identity is more basic, typically consisting of just the name and email address as they appear in the Git log.

What distinguishes default affiliation from manual affiliation in CM?

Default auto-affiliation, derived from sources like LinkedIn or GitHub identities, represents a user's general work history without specific start and end dates. Manual affiliation, or project-level affiliation, is an alternative used to specifically link a developer's activities to a particular project, ideal for correcting or fine-tuning affiliations.

How do we validate data in CM?

Our testing includes both automated and manual methods. We use an internal QA automation framework for high-level validation of data from most onboarded repositories, primarily for platforms like GitHub. For detailed scrutiny, such as with groups.io, we conduct manual testing to ensure the accuracy and completeness of the data integration.

Merge Suggestion Feature

What is the logic used for the merge suggestion feature? (Note: Merge feature is currently unavailable)

Merge suggestions for organizations and contributors are based on their similarities. For organizations, suggestions consider similarities in names and domains. For contributors, the suggestions are based on names and email addresses.

Why is the feature for merging organizations and contributors currently disabled in CM?

To ensure the integrity and accuracy of our data management, we have decided to restrict the task of organization and contributor merges exclusively to our internal team. This decision is due to the irreversible nature of these merges – currently, we lack a straightforward method to cleanly reverse or unmerge them once completed. We believe this approach is essential to maintain the quality and reliability of our organizational data.

What happens when I merge records? (Note: Merge feature is currently unavailable)

Merging two contributors or organizations involves choosing a primary profile. For contributors, some details like the name and profile picture are taken from the primary profile, while others like work history, emails, and activities are combined from both profiles. For organizations, certain information like the logo, domain, and description are from the primary organization, while other details are merged. Note that organization merges are irreversible, and contributor merges are partially reversible but require manual intervention. For manual individual contributor unmerges, requests can be made in CM.

What are our plans for the unmerged feature and audit log?

An automatic "unmerge" feature for contributors and organizations is planned, allowing users to reverse previous merges. We are also developing an audit log to track individual merges.

Other Questions

What is the function of the onboarding team in CM, and how can I contact them?

The Onboarding team plays a crucial role in helping projects and maintainers integrate their work with the CM tool. They can be reached for support via the Slack channel 'lfx-insights-onboarding-support' or through a Jira ticket.

The integration for Training and Certification (T&C) is already active, requiring no further setup.

This integration ensures that enrollments and certifications from Thought Industries, our Learning Management System (LMS), are automatically displayed under the projects section in CM.

1. Integration Setup: An integration has been established between Thought Industries and CM.

2. Data Transfer: T&C activities are sent from Thought Industries to CM using an API.

3. Data Display in CM: The T&C activities, which include details such as the learner’s names, the names of the T&C products learners have enrolled in or received certification for, the dates of enrollment or certification achievement, and links to the certificates, are automatically displayed under the projects section in CM.

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Confluence connector.

2. Click Connect.

1. On the pop-up window, enter the following details to connect the remote URL to the Confluence repository that you want to connect to:

1. Click Connect.

2. Verify if the confluence integration is completed on the Integration page.

Activities Collected:

• Page created and updated

• Comments

• Attachments

1. On the INTEGRATIONS page, locate the Reddit integration.

2. Click Connect.

1. On the pop-up window, enter community subreddit name and CM will automatically check if subreddit name exists

1. Click Connect

2. You will be redirected to Reddit, asking you to accept LFX CM app. Click on Allow, and it is done!

Activities collected:

• Posts published on a specified subreddit

• (Nested) Comments on all posts

Limitations:

• Limited historical import (maximum of 1000 posts in the past per subreddit)

• Not tracking upvotes of posts and comments.

1. On the INTEGRATIONS page, locate the Discord integration.

2. Click Connect.

1. Select the Server from the dropdown.

2. Click Continue.

Activities Collected:

• When someone joins a server

• Messages

• Replies (in threads)

Limitations:

• Not tracking reactions

• Not tracking when someone leaves a server

Slack integration tracks the following activities:

When someone joins a channel
Messages
Replies in threads

Follow these steps to integrate Slack:

1. On the INTEGRATIONS page, locate the Slack integration.

2. Click Connect.

1. Sign in to your workspace. If you are not sure about the workspace, check your slack channel.
2. Select the project for which you want to integrate Slack.

1. Click Allow.

Add Slack bots to channels

1. To fetch data from Slack, you need to add the crowd.dev Slack bot to all channels.

There are two options for this:

Activities Collected:

• A member joining a channel

• Messages

• Replies in threads

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Gerrit connector.

2. Click Connect.
3. On the pop-up window, enter the following details to connect the remote URL to the Gerrit repository that you want to connect to:

• Enter your Organization's URL

• Enter your project name

• Enter your Username

• Enter project key

1. Click Connect.
2. Verify Gerrit is connected

Activities Collected:

• Change sets and change set comments

• Patch sets and patch set comments

1. On the INTEGRATIONS page, locate the X/Twitter integration.

2. Click Connect.

1. On the pop-up window, click Authorize App CTA.

Activities Collected:

• Tweets

Limitations:

• Only one X/Twitter account/handle per integration

• We can track only one hashtag per integration (planning to add more)

• No ability to track tweets by keyword. Tweet will be tracked/collected only if it has either used X/Twitter account/handle mentioned or includes tracked hashtag

• No stats about tweets, like number of views, comments, retweets or likes

• No follower information or any other stats about X/Twitter account

Follow these steps to complete LinkedIn integration:

1. On the INTEGRATIONS page, locate the LinkedIn integration.

2. Click Connect.

1. Enter your LinkedIn credentials when prompted and click Sign In.

2. Authorize our LinkedIn app to ensure the integration works properly.

3. In the next step, a drawer opens, and you need to select which organizations' page you want to track. Once you've selected an organization from the select box, click Update.

4. Once authenticated, you'll be redirected back to the INTEGRATIONS page with the LinkedIn integration now listed as Connected.

Activities Tracked

• Comments on posts

• Reactions on posts

Limitation

Not tracked

• Followers

• Mentions

The Cvent integration already enabled and requiring no additional configuration, facilitates the automatic appearance of events from Cvent under the projects in CM.

This is achieved through a series of steps involving data transfer from Cvent to LFX and, subsequently, from LFX to CM via an API.

Steps

1. Data Transfer from Cvent to LFX: Cvent sends event data to LFX.

2. Integration between LFX and CM: An integration has been established between LFX and CM.

3. Data Push to CM: The integration pushes these events from LFX to CM through an API.

4. Data Appearance in CM: The event data, which includes details such as attendees’ or speakers’ names, the name of the event, and the date of the registration, automatically appears under the projects in CM.

Manage your project settings

1. On the project group card, click Settings CTA.

2. On the Manage Projects page, you can either scroll down or use the search box to see the projects listed under your project group.

Manage Integrations

1. Select the project for which you want to integrate the data sources.

2. Click Manage Integrations CTA.

3. On the INTEGRATIONS page, select the data source that you want to integrate and follow the integration steps.

View Project(s) group page

1. On the project group card, click Project(s) CTA.

By integrating Dev to CM, you can track your organization's dev community posts and also comments from specific dev users.

Connect DEV

To connect Dev with CM, follow these steps:

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the DEV connector.

2. Click Connect.

3. On the pop-up window, enter the following details:

   1. API Key: Create a new API key in your DEV account's settings page. Enter it in on the pop-up window.

   2. Track organization articles: To track the organization's articles, Copy the slug (dev.to/slug) from the organization and enter it. For example: To track comments from crowd.dev DEV articles, you have to insert crowddotdev.

   3. Track User Articles: Enter the user slug to track an individual's comments.

4. Click Connect.

Data Tracked

Activities

• (Nested) Comments on all articles published by selected DEV organizations or users

Historical import

• No limit

Not tracked

• Follows of organizations/users

Short Description

Stack Overflow is a popular Q&A platform for developers to ask and answer questions about programming, software development, and more. Integrating Stack Overflow with your community management portal allows you to track relevant discussions, identify trending topics, and enhance your community engagement.

To integrate Stack Overflow, follow these steps:

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Stack Overflow connector.

2. Click the Connect button to access the Stack Overflow connector settings.

3. You can configure the Stack Overflow connector in three different ways:

   1. Track tags: type in a valid Stack Overflow tag. For more information, check . We only allow tags that do not have a huge volume of associated questions, so we have this threshold configured and only allow the tags with less than X questions.

   2. Track keywords: type any keyword you want to track in Stack Overflow. We also have the same limitation here, where we will only track keywords that are not associated with more than X questions (same threshold).

   3. To track both tags and keywords: both of them need to be valid.

4. Once you have configured your preferred tracking method, click the Connect button to establish the integration between your community management portal and Stack Overflow.

Once connected, go to Activities > Filters> Platform to verify if Stack Overflow is connected.

Data tracked

Activities

• Questions tagged with supplied tags and mentioning supplied keywords

• Answers to these questions

Historical import

• It depends on the size of a community - usually, there are no limit

Not tracked

• Comments on questions and answers

• Larger keyword Q&As. For eample: Java, Python, etc.

Refresh period

• 60 minutes

By integrating with , you can create a more engaging, informative, and collaborative environment for your users, setting your platform apart from others in the market.

Connect Hacker News

To connect Hacker News with CM, follow these steps:

1. On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Hacker News connector.

2. Click Connect.

1. On the pop-up window, You will see the following two different input options:

• Mentions are the name(s) of your company or community. The more holistic the selection, the better. However, please do not make it too broad not to pollute your workspace data.

• URLs are the different URLs that are relevant to your company and community. This could be your homepage, your app, or your GitHub repository.

Data tracked

Activities

• Posts that mention your community on Hacker News that got to the Top or Best categories (about 70% of the posts)

• (Nested) comments on those posts

Historical import

• Only posts created on or after the 1st of December 2022 are guaranteed to be imported

Not tracked

• Any post that does not specifically mention your community

To use the Community Management interface, follow these steps:

1. Open your browser and visit the URL. Sign in with your credentials.

2. You will be redirected to My Project Groups in CM.

3. On the My Project Groups, you can see your project groups. If you don't see your project, raise a support ticket on the

Privacy Matters To Us: Only Linux Foundation employees will have access to LFX Community Management.