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The Linux Foundation is a technology association of several companies that help scale open source projects. The Linux Foundation provides platforms to support the sustainability of the open source ecosystem by providing various services, events, and training.
LFX is a suite of tools built by the Linux Foundation to facilitate every aspect of open source development. The toolkit operationalizes the organization’s proven methodology for transforming projects into category leaders, providing direct support to projects, and empowering open source developers to write better, more secure code and grow sustainable ecosystems.
The world runs on open source, and projects need more than a version control or source control system to scale. The Linux Foundation has developed a proven methodology to transform projects into category leaders. LFX operationalizes this approach, providing a suite of tools built to facilitate every aspect of open source development.
Available tools include...
The LFX tools offer significant value to developers and sponsors of open source projects hosted by the Linux Foundation.
Benefits:
Free Platform: The platform is free for open source projects.
Additional Tools:
Crowdfunding: provides essential resources for community projects.
Mentorship: offers support to the broader open source community.
Getting Started:
If you're developing or supporting open source projects under the Linux Foundation:
Access various useful tools by signing in with your LFID.
Start leveraging these resources to enhance your open source project today.
Log in to Project Control Center (PCC) using your Linux Foundation account and follow the step-by-step instructions. The application process takes just a few minutes, and then the LFX team will review your submission. You’ll receive communication from us once the project setup is completed.
Note: Only project maintainers or collaborators with administrative control can set up a project in LFX.
LFX supports one maintainer per project at this time. This user serves as the administrator of the project within the platform.
You can use your Gmail login to access the protected Linux Foundation service. The first time, you'll enter your Gmail credentials to authenticate your Google account. Afterward, you can simply click the Google icon to sign in, streamlining the login process.
1. On the SSO Sign In page, click on the Google icon to sign in with your Google account.
2. Enter your email address and click Next.
3. Enter your password and click Next.
4. If you don't have an LF Account associated with the email address you're using, you will be navigated to Create your LF Account page.
5. Enter your username, and click on the Create Account CTA button. You will be redirected to the Linux Foundation service page that you are trying to access.
Enter your SSO account credentials on the Sign-In window and click SIGN IN.
The Single Sign-On service allows users to authenticate with social and external authentication providers instead of a username and a password.
When using an external authentication provider, you will be prompted to create a username if you don't have an existing one.
If you create your LF account by signing in with an external authentication provider, the Linux Foundation will map your LF account to the external login.
Learn more about using external secure authentication systems to log in to the Linux Foundation services:
provides complete visibility into project performance and ecosystem trends. Understand your contributor community and make informed decisions with our analytics and reporting tools.
provides more visibility into your project's security by automatically monitoring thousands of open source repositories for possible vulnerabilities and weaknesses.
is your self-service hub for all of your open source activity. Build your profile, manage your credentials and contact details, update your affiliations, and track your community participation all in one place.
streamlines the management and execution of Contributor License Agreements (CLAs) so you can stay compliant with project policies.
streamlines the process of connecting up-and-coming open source contributors with seasoned mentors. By investing in this effort, you can foster a more robust, diverse pool of skilled developers and engineers.
makes it possible for open source projects to raise money from individuals and organizations who believe in what they're building. Projects receive 100% of donations and manage their funds.
provides seamless operations support across governance, IT, and product management needs so you can focus on getting the work done.
The referred to as the company dashboard, serves as a central ___location to manage and track your organization's open source activities.
You must sign in using your LF account credentials to access the Linux Foundation's tools. If you already have an LF account, use your credentials to sign in. If you just , follow these steps:
When you log in for the first time to any Linux Foundation-managed service that is protected with Single Sign On (SSO), you must create an account. To create an LF account, follow these steps:
On the SIGN IN page, click Create an account to create an LF account. If you already have an LF account, then enter your username or Email ID and password. Click SIGN IN to continue with your LF Account.
On the CREATE YOUR ACCOUNT page, enter your first name, last name, Email address, username, and password. Click the Create Account CTA button.
You will receive a verification link to verify your account on your email address. If you do not receive the email, click the Resend Email CTA button.
Check your inbox for mail from The Linux Foundation:Create Account
email and open it. Click the Verify Email CTA button. Below is an example of the email you will receive.
Once you click on the link, you will be redirected to the Sign In page of the Linux Foundation service you are trying to access. Your email and password will be auto-populated from the account creation step.
Verify your information and click SIGN IN CTA button. You will be redirected to the Linux Foundation service you are trying to access.
The Linux Foundation's SSO service provides secure access and protects the identities of all its community members. The Linux Foundation's SSO service secures systems and services like Events Registration, Training and Certifications, JIRA, Confluence, Crowdfunding, Mentorship, EasyCLA, Insights, and Security.
To create an account and log in, you need an email address. You can sign in using third-party authentication service providers such as Google, Facebook, GitHub, and LinkedIn.
When you log in to a program or a tool for a project, you will likely be asked to create your LF account.
The LF account you create will also allow you to authenticate using services like Google, LinkedIn, Facebook, and GitHub, in addition to your username and password.
For example, if you sign up for or log in to your mailing list via the Groups.io web portal, you will be asked to log in through the new SSO interface and create an LF account if you don't have one.
The SSO helps to secure your access to a service, whether it is registering for an event, subscribing to a mailing list, or accessing a community meeting or webinar.
In addition to increased security, it is also a greater convenience. Since you already use the identity provider for your common workflows, you have one less password to remember and can often sign in quickly, depending on the browser or client you are using.
On the Individual Dashboard, you can also:
View which email addresses are associated with your LF Account
View the username for your LF Account
View the Identity Providers (IdPs) you have enabled
Navigate to the and click CREATE LFX PROFILE (2) at the top right corner of the main menu. Alternatively, you can also click the Create Your LFX Profile (3) link from the page. If you already have an LF profile, click My LF Profile (1) to go to the next page.
You can also sign in using one of the options given on the SIGNIN page. For more information, see Sign-in.
You can view emails associated with your LF Account at your Individual Dashboard at .
If you're experiencing an issue, you can create a ticket that will be addressed by our product support team by navigating to:
The Individual Dashboard (also known as My Profile) is a self-service hub for all of your open source activity. Using the dashboard, you can:
Build your personal community profile.
Manage credentials and contact details.
Display badges for completing certifications and other accomplishments.
A seamless login experience across the major systems used by the Linux Foundation projects.
Most importantly, the Linux Foundation values your and your ability to control your data. Share what you want to share, and keep private what you wish.
Information in your profile is subjected to the Linux Foundation's .
You can use your GitHub login credentials to sign in to the protected Linux Foundation service instead of creating an LF account. The first time you sign in, you will enter your GitHub credentials to authenticate your GitHub account. Subsequent logins will not require you to enter the credentials⏤you will simply click the GitHub icon to sign in. This one-click approach simplifies your login process.
1. On the SSO login page, click on the GitHub icon to sign in with your GitHub account.
2. Enter your GitHub login credentials and click on Sign in CTA icon.
4. After entering the authentication code, you will be able access the Linux Foundation service. If you already have an existing LF account, the Linux Foundation will map it to your GitHub login.
5. If you don't have an LF Account associated with the email address you're using, you will be navigated to Create your LF Account page.
6. Enter username, and click on Create Account CTA button. You will be redirected to the Linux Foundation service page that you are trying to access.
Get your questions answered simply by reading the documentation, or get help by creating a ticket with the Linux Foundation support team.
At the bottom of the Sign-in page, you will see two options:
Click Contact Us to navigate the product support page to create a ticket with the Linux Foundation support team.
Complete the form and click Send. You will receive a confirmation email with your ticket number and request description.
Click Read Documentation to read the user documentation.
This section provides you with a list of new features, updates, and bug fixes for this release.
The following list provides an overview of the new features implemented in this release:
Visa Request: new visa request page is added.
Travel Funding Request: new travel funding request page is added.
The following list provides new updates to the existing features:
The Visa letter request application flow is integrated.
The travel funding form is integrated.
The following list provides you with the bug fixes that are applied in this release:
NA
You can visit the following links for more information on Individual Dashboard:
Getting Started With Individual Dashboard
On the Individual Dashboard, you can access Events, register for visa letters, raise travel funding requests, access your meeting details and host keys, manage your email IDs, training and certification, etc.
When you log in to , the Home page is your default landing page. This is your starting point, offering a snapshot of your profile and recent activities.
You can use your LinkedIn login credentials to sign in to the protected Linux Foundation service instead of creating an LF account. The first time you sign in, you will enter your LinkedIn credentials to authenticate your LinkedIn account. Subsequent logins will not require you to enter the credentials⏤you will simply click the LinkedIn icon to sign in. This one-click approach simplifies your login process.
1. On the SSO login page, click on the LinkedIn icon to sign in with your LinkedIn account.
2. Enter your LinkedIn login credentials, and click on Sign in CTA icon.
4. If you have an existing LF account, the Linux Foundation will map it to you LinkedIn login. If you don't have an LF Account associated with the email address you're using, you will be navigated to Create your LF Account page.
5. Enter username, and click on Create Account CTA button. You will be redirected to the Linux Foundation service page that you are trying to access.
Navigate to the top-right corner of the main navigation bar, and from the My Profile drop-down, click Logout.
1. To manage your profile, after signing in, select Manage Profile from My Profile dropdown.
2. For details on profile management, please see Individual Dashboard (MyProfile).
On the left navigation pane of the Individual Dashboard, you will see the Profile section. Navigating through the various options on this page will help you get acquainted with your dashboard.
Enhanced Profile Management Experience
Personalize Your Profile
Enhance your profile on our platform by highlighting your skills, achievements, and passions. Our easy-to-use profile management system enables you to:
Share Your Story: Write a compelling bio that highlights your background, experience, and contributions to the community.
Highlight Your Achievements: Showcase your notable projects, training programs, and certifications that demonstrate your skills and expertise.
Display Your Skills: List your proficiency in various areas, including programming languages, tools, and technologies.
Earn Badges: Demonstrate your expertise and commitment to your craft by earning badges for completing training programs, achieving milestones, and contributing to the community.
Customize Your Profile Visibility
Choose how much of your profile to share with the community:
Private Profile: Keep your profile hidden from public view, allowing you to maintain a level of anonymity while still participating in community activities.
Visible Profile: Share your profile with the community, enabling others to view your bio, skills, and achievements.
Profile Photo Management
Upload a profile photo that represents you and your brand. Our system allows you to:
Upload a New Photo: Replace your existing profile photo with a new one that better reflects your image.
Choose from Previous Photos: Select from a library of previously uploaded photos to update your profile picture.
By personalizing your profile, you'll be able to establish a strong online presence, connect with like-minded individuals, and showcase your expertise to the community.
Streamline your meetings with the My Meetings feature
Get organized and boost productivity with our Meetings Hub! See what’s coming up and review past meetings with notes and recordings—all in one place.
Maximize efficiency, elevate collaboration, and stay ahead with easy access to crucial meeting details.
One super exciting feature that you will find here is the notification of upcoming meetings and the Join Meeting CTA. This ensures that you never miss an important meeting.
On the My Meetings Page, you will find all your upcoming meetings under the Upcoming Meetings tab. Click on the meeting to check the meeting details, such as the meeting agenda passcode, meeting links, passcode, meeting IDs, etc.
You will find all the past meeting recordings and transcripts under the Past Meetings tab.
You must register for the event before raising a visa letter or a travel funding request.
From the left-side navigation pane, navigate to EVENTS>LF Events.
To view your upcoming events, select the Upcoming tab.
On the Past Meetings tab, you can view past events that you have already attended or that have expired.
Visa letters are required for events that involve international participants. These letters are official documentation to support visa applications, assisting attendees in obtaining the necessary travel documentation to enter the host country.
On the MY EVENTS page, click the Visa Letters tab. Click the New Letter Application CTA to access the application page.
A travel funding request is a formal request made by an individual or group to a funding source, such as an employer or organization, to pay the expenses of attending an event, such as travel, accommodation, meals, and registration fees.
Follow these steps to reset your password:
On the Sign In page, click the Forgot Password?
2. Enter your email address or username and click Reset Password.
3. You will receive a verification link to verify your account on your email address. If you don't receive the email, click Did not Receive Link CTA button.
4. Check your inbox for The Linux Foundation: Reset Password
email, and click on the Reset Password CTA button. You will be navigated to a page where you can reset your password.
6. Enter a new password, confirm it, and click on the Submit CTA button to view a confirmation that your password is reset successfully.
For more information, read the .
For more information, see .
Click Register to navigate to the page and explore events.
Follow the procedure to complete the application and submit your application.
On the MY EVENTS page, click the Travel Funding tab. Click the New Funding Application CTA to access the application page. For a step-by-step procedure, see .
Release date: 31 January 2023
This section provides you with a list of new features, updates, and bug fixes for this release.
The following list provides an overview of new features implemented in this release:
Email Management - new Email Management page is added.
The following list provides new updates to the existing features:
The Email Management is updated for LF staff in V.0.6.26.
User Interface labels and design have been updated.
The following list provides you with the bug fixes that are applied in this release:
NA
You can visit the following links for more information on Individual Dashboard:
Explore the purchase feature in the left navigation
The purchase feature is designed to enhance your experience by allowing you to view training coupons and transactions, purchase subscriptions, and enroll as an individual supporter. Here's how you can navigate through it:
Click the Purchase> Coupons feature in the left navigation.
In My Rewards, you can view all your training coupons.
Under the Purchase feature, go to the Transactions tab.
Here, you can see a comprehensive history of all your transactions.
In the Purchase feature, look for the Enroll as an Individual Supporter section.
Click on this section and follow the instructions to enroll and show your support for the community.
Individual Dashboard is your self-service hub for all of your open-source activity. Build your personal community profile, manage credentials and contact details, display badges for completing certifications and other accomplishments, and enjoy a seamless login experience across the major systems used by the Linux Foundation projects.
The Email Management is changed.
You will find a section for Email Subscriptions within the Purchase feature.
Click on this section and follow the prompts to purchase a subscription to emails.
For more information, visit our .
Release notes for the Individual Dashboard and APIs can be found at .
The Home page also includes quick links or shortcuts to frequently used features or sections within your dashboard. These shortcuts can help you navigate more efficiently.
As you explore your dashboard further, you can always return to the Home page by clicking on the Home option in the left navigation menu.
After you log in to , the Home page is your default landing page. This is your starting point, offering a snapshot of your profile and recent activities.
The Home page is your default landing page. This is your starting point, offering a snapshot of your profile and recent activities.
The Home page also includes quick links or shortcuts to frequently used features and the LFX tools within your dashboard. These shortcuts can help you navigate more efficiently.
From the right-side pane of the window, you can view the badges that you have earned and your skill sets.
The Badges pane shows the digital community badges that you have earned. Your expertise may be published on LFX Insights Community Dashboards and Organization Dashboards, recognizing your efforts.
Digital badges are generated from the following sources:
For the Linux Foundation Certifications, you have successfully passed.
For speaking engagements at various Linux Foundation Events or participation in program committees for these events.
Individual enrollments in projects.
Using this section, you can highlight your skills in open source and also become a mentor for people who want to follow you and learn from you. Your expertise may be published on LFX Insights and LFX Mentorship, recognizing your efforts.
To add or remove your skill sets:
3. On the Skills subpage, click +Add Another Skill, type your skill set in the search box, and select the skills from the displayed list.
4. To remove or edit a skill set, click the pencil icon, and then click the cross mark next to an added skill.
3. On the Skills subpage, enter your skill set and select the skill from the displayed list.
4. Click +Add Another Skill to add another skill to the list.
This section displays your contribution history to the open source projects, depending upon the configuration (the technical account you have connected). If you have not connected any of the accounts, it displays the options to connect. Click Connect to GitHub or Connect to LinkedIn to connect to the respective accounts.
For the configured or connected Git accounts, this section shows:
Projects you are contributing to or have contributed in the past.
This section lets you add or update an open-source event that you attended as a speaker. You can add any open-source events outside of the Linux Foundation as well. Adding your speaking experience greatly enhances your profile in the open-source community.
To add an event that you attended as a speaker, follow these steps:
Provide event details such as title, date of the event, presentation file, and youtube URL if there is any, and click Submit.
The following screen is displayed when you add one or more events that you attended as a speaker. You can edit or delete an event by clicking the edit (pencil icon) or delete icon on the event name.
Note: For more information, see
1. Log in to .
2. From the right-side pane of the window, scroll down to the Skills section and click icon.
Contribution history for the last 12 months displays your monthly contribution to a project on a daily basis. The green-colored small rectangular boxesrepresent less or more contributions you have made to the open source projects on a particular day.
Click icon to Add Speaking Experience.
The Settings feature of your Individual Dashboard allows you to manage your account information and preferences. The feature includes the following sub-features:
You can view and edit your basic account information such as name, email address, phone number, current organization, and address.
Go to Settings>Password to change your current password.
If you forgot your password, click Send Password Reset Link CTA to receive a reset link to your preferred email address.
The Email Management page helps you manage your emails more efficiently.
Go to Settings>Email Management to add your primary email address and emails for meeting invitations.
When you connect to your LinkedIn account, your open source contributions are automatically affiliated, or you can manually populate your work history.
Your work history may be populated based on your profile. You need to connect and sync your LinkedIn account.
Go to Settings>My Work History page to add your work experience.
Your Ideas Matter: Please give us feedback to improve
Your ideas matter! Click anywhere on the Feedback card on the Individual Dashboard to share your thoughts and suggestions.
Help us shape the future of our community by providing your valuable feedback.
Quick Start Guide:
Click: Tap anywhere on the Feedback card to get started.
Submit: Enter your email address and click the Submit button to share your thoughts!
Your input helps in our growth and helps us make your experience even better. Join us in making a difference!
Thank you for being a crucial part of our community's journey!
This section displays the Linux Foundation certifications that you have acquired after successfully completing the certification programs.
Your open source industry certifications issued by the Linux Foundation are automatically discovered. Your expertise may be published on LFX Insights Community dashboards and your Organization dashboards, recognizing your efforts.
You can view the certifications you have completed.
To view completed certifications, scroll down to the Linux Foundation & Project Issued Certifications section. If your certification names are not displaying, click Request Addition to submit a ticket to get it added on your profile page.
For more information, see .
This sub-feature allows you to control the visibility of your profile to other users. For more information, see .
Share: On the page, click the Submit idea CTA to tell us your ideas, suggestions, or feedback.
Log in to
On the left navigation pane of the individual dashboard, you will see the Profile section. Navigating through the various options on this page will help you get acquainted with your Individual Dashboard.
The My Profile section provides details, such as your name, profile image, your organization's name, your role in the organization, an introduction about you, and technical and social accounts that are highlighted if you have connected any of them with your Linux Foundation account.
The status shows your profile's progress. It shows the steps that are required to be completed before profile completion.
Connect your GitHub and LinkedIn accounts to complete your profile. After completing the profile, you will receive a discount coupon worth 50% discount for LF training or certification on your profile under My Rewards> Coupons.
Click LEARN MORE to complete your profile.
2. On the next pop-up window, click Get Started.
3. To claim your contributions, link your GitHub and LinkedIn accounts. Click Link GitHub Account to connect and authorize your GitHub account. After linking, you can claim your code contributions. Click Set up later if you do not want to link your accounts.
4. Click Connect LinkedIn to complete your profile. Connecting to LinkedIn will Quickly populate your work history through LinkedIn and verify that your technical contributions match up with your employers.
Click REVIEW EMAIL ADDRESSES to review all the email addresses that you use to contribute or want to associate with your open-source profile.
Click Add Email Address to add your other Email addresses.
The About Me section provides a rich markdown editor where you can write some interesting facts and information about yourself that reflect your interests, influence, or contributions to the open source community.
Click Get Started to write about yourself and your open source work experience.
Click Save to save your information.
From the right side pane of the window, you can view and manage profile visibility, view, and complete profile completion details, view any upcoming Linux Foundation events that you have registered for, and many more.
Connecting with LinkedIn and GitHub is the fastest and easiest way to affiliate your open-source contributions with your employment history. Your contributions are retrieved and displayed based on your unique usernames and email addresses that you have used to contribute to the open-source community.
Your affiliations also get published to LFX Insights Community Dashboards and your Organization Dashboards, highlighting your efforts to your employer.
To connect your LinkedIn account with your LF account, follow these steps:
On the LinkedIn login page, enter your credentials. Click Sign in.
3. Review the Settings > My Work History page that displays your work history based on the work experience you have provided in your LinkedIn account.
To connect your GitHub account with your LF account, follow these steps:
On the next page, authorize your GitHub account.
shows that the Email address is your primary Email address.
Click icon to edit About Me section if you want to update your information.
On the right side panel, you can see basic details, such as your profile image, your organization name, designation, and ___location. Click the pencil icon to navigate to the section to make changes.
Below the basic details section, the icons of social accounts (LinkedIn) and technical accounts such as GitHub are listed. The icons are greyed or highlighted depending on their configuration. to add your open-source experience to your profile.
Click icon on the profile complete page.
Click icon on the profile completion page.
This section displays if your profile is public or private. Click the pencil icon to navigate to the section to make changes. The URL includes the individual dashboard URL and your unique username, in the format https://myprofile.dev.platform.linuxfoundation.org/profile/{{
unique_username
}}
Supported projects include individual annual memberships.
You can view the projects that you support by enrolling as an individual supporter.
Scroll down to the Supported Projects section.
It displays the project name and the date when you enrolled as an individual supporter.
Log in to
Your participation in open source training hosted by the Linux Foundation is automatically discovered. Your learning may be published on LFX Insights Community dashboards and your Organization dashboards, recognizing your efforts.
The section will display the following details:
Training course name and date of enrollment.
If you have not enrolled into trainings, the Take Advantages of Linux Foundation Training Programs CTA button navigates you to the Linux Foundation Training course catalogues.
If your training enrollments are not displayed, for any reason, Click Request Addition to raise a support ticket to get your training enrollment added to your profile.
To view the roles you hold or have been elected to as an active member of the open-source community, follow these steps:
Scroll down to the Community Roles section.
The Community Roles are populated automatically based on the individual's assigned roles in different project communities. You can view the following information for each role:
Project Name for which you have the role
Committee Name
Role names, such as Lead, Chair, LF Staff, and so on
Start and end date associated with the role
If you are a point of contact on behalf of your company, which is a partner of the Linux Foundation and its projects, then your role in the context of your employer's participation in the project is also displayed. These roles are assigned by your company administrator during the membership enrollment process.
Log in to
On the My Events page, you have the following tabs:
Upcoming
Past
Visa Letters
Travel Funding
view the past events that you have already attended or that have expired, select the Past tab.
You will need the meeting link and host key provided in the invitation to join as a host. The following steps help you through the process of joining a meeting as a host that you have been invited to and assigned the host role.
You must have been invited to the meeting and assigned the host role.
You must have valid credentials to log in to the Individual Dashboard.
On the Individual Dashboard Home page, you will see all the upcoming meetings under Activities.
Click View More to see the meeting details, such as the meeting link, meeting ID, host key, etc.
Alternatively, you can visit Meetings>MY Meetings> Upcoming Meetings from the left navigation to see the details of upcoming meetings.
Look for the Meeting Link
within the meeting details.
Click on the link to open the meeting in your web browser or preferred meeting application.
You will be prompted to join the meeting.
Click on Join a Meeting to join as an attendee.
Look for the option to "Claim as a Host" within the meeting interface. Click on this option.
Enter the host key provided in the meeting invitation.
Click on Confirm to claim the host role.
You will be notified if the host key is valid and you have been successfully assigned the host role.
For more information about meeting management in , see .
This page presents a data analytics dashboard highlighting my contributions to various open-source projects over a selected period.
It includes detailed metrics and visualizations to help understand the impact and scope of my involvement in the open-source community.
Follow these steps to analyze your contributions to open-source projects using the Insights dashboard:
Select a Project: At the top of the dashboard, select the project you want to analyze from the drop-down. By default, metrics are displayed for ALL Projects
.
Choose a Period: Next to the project dropdown, you can select the period for which you want the data to be analyzed.
Overview Section
This section gives you a broad perspective on your contributions.
Contributions Trend: This graph displays the number of contributions you've made during the selected period, along with the total commits per active day. This metric helps in evaluating your activity and consistency.
Productivity Metrics: Under this category, you will see the data on your overall contribution, including total commits, issues raised, pull requests, and lines of code. This information is key to understanding what and how much you contribute.
Details Section
Dive deeper into specifics with these metrics:
Projects We Contribute Code To: Here, you can see a detailed breakdown of your contributions to various projects.
Work Time Distribution: This metric shows how your contributions are distributed over time, allowing you to understand your work patterns better and plan your participation in projects more effectively.
Major Open Source Projects
The dashboard lists the two most popular open source projects with the maximum contributions. If you want, you can contribute to these projects.
By following these steps and analyzing the provided metrics, you can gain valuable insights into your open-source project contributions, identify areas for improvement, and better plan your future involvement.
My Meetings provides you with a list of upcoming and past meetings. My Meetings also allows you to view past meeting recordings and transcript copies of the meetings.
You can view meetings in List View and Calendar View.
You can access My Meetings from the Individual Dashboard.
To access My Meetings, follow these steps:
You can view upcoming and past meetings in the List View.
To view meetings in List View, perform the following steps:
On the My Meetings page, select List View.
Under the Upcoming Meetings tab, you can view the list of meetings that provide details such as Next Meeting details, Project, and Title of the meeting.
Click the Edit icon to change the meeting invitation email settings.
On the top of the MY MEETINGS page, you can see the upcoming meetings notifications. Click Join Meeting CTA to join the meeting.
Under the Past Meetings tab, you can view a list of past meetings that provides details such as Date, Project, Title, Recording, Transcript, and Passcode.
On the Upcoming Meetings tab, you will see the list of meetings.
Click on the meeting row to see the meeting details.
On the Meeting Details pop-up window, you will see the following details:
1. Zoom link that you can copy and share.
2. Resend Invitation CTA.
3. Add to Calendar CTA.
The calendar view provides details of the scheduled meetings on a calendar. The number of meetings planned for the day is shown on the date and day of the calendar. A table with details of the meetings is also available to check the following information related to the discussion:
Time of the meeting
Meeting Name
Number of participants in the meeting
Status of the attendance
You can categorize the meetings based on:
All upcoming meetings
Recurring meetings
Non-recurring meetings
Past meetings
To view meetings in List View, perform the following steps:
On the My Meetings page, select Calendar View.
To view your upcoming events, select the Upcoming tab.
In this section, you can view the following event details:
Event name
Event ___location
Event dates and duration
Event role, participant role, such as attendee, speaker, sponsor, and so on.
Log into using your LF account, and from the left-side navigation pane, click Meetings.
Log into using your LF account, and from the left side navigation pane, click Meetings.
Log into using your LF account, and from the left navigation pane, click Meetings.
Click Register to navigate to the page to explore events.
On this tab, you can view past events that you have already attended or that have expired.
Visa letters are needed for events with international participants. They provide official documentation to support visa applications, helping attendees obtain travel documentation to enter the host country.
Providing visa letters helps expedite the visa application procedure and ensures that event attendees receive the required travel documents to enter the host country.
To apply for the new visa letter, follow these steps:
From the left-side navigation pane, navigate to LF EVENTS> MY Events.
On the MY EVENTS page, click the Visa Letters tab. Click the New Letter Application CTA to access the application page.
On the Visa Letter Application page, scroll down and check the events that you have registered. Click Select to choose the event. After selecting the event, click Next.
On the Terms and Conditions page, read the terms and conditions for the visa application and click Next Step.
Click the Cancel button if you want to cancel your new visa application.
Click the Previous Step button to go back to the event selection page.
On the Apply page, fill out the following information to complete the application:
I am applying for: From the drop-down, select if you are applying for yourself or someone else.
Attendee Type: Select whether you are attending the event or are invited as a speaker.
LFID Username: Enter your LFID if you are applying for yourself.
First and Last Name: Enter your name if you are applying for yourself; otherwise, enter the name for whom you are applying.
Name as per passport: Enter your name the same as the passport. (Many countries do not have first and last names on passports).
Email Address: Enter your email address if you are applying for yourself; otherwise, enter the email address for whom you are applying.
Passport Number: Enter the passport number.
Date of Birth: Enter your date of birth or the person's date of birth for whom you are applying.
Country of Birth: Enter your country or the person's country of birth for whom you are applying.
Phone Number, Job Title, and Company: Enter the mandatory details.
Accommodation paid by: Select the accommodation paid from the drop-down.
Mailing Address: Enter your mailing address for future communication.
Click the Submit Application button.
After you submit your application, the event team reviews your visa letter application.
You can see your application status on the Visa Letters page.
Once your request is approved by the events team, your application status is changed to 'Approved'.
Click the download icon next to the Status to download your visa letter.
Navigate to the Individual Dashboard login page. Type your login credentials and sign in. For more information, see the page. If your login credentials are correct, you will be directed to the main dashboard or home page of the web UI.
For questions, contact .
To correct your date of birth or passport number after submitting the visa letter application, please follow these instructions:
On the Visa Letters page, click the application that you want to edit.
After updating, click OK.
Your application will be updated immediately.
On the next page, click to edit the passport number and DOB.
Community events are non-LF events that the Linux Foundation can sponsor if proper justification is provided. You can raise a travel funding request on the LF Events page.
To apply for the new fund requests, follow these steps:
On the LF Events > MY EVENTS page, click the Travel Funding tab. Click the New Funding Application CTA to access the application page.
On the Travel Funding Application page, scroll down and select the Community Event. Click Next Step.
On the Terms and Conditions page, read the terms and conditions for the visa application and click I agree.
On the About Me page, fill out the following information to complete the application:
Click Next Step.
On the Expenses page, fill in your expense details and submit the application.
In the Purchases section, you can:
Check the earned coupons that you have gained when you purchased any events, training, or certifications from the Linux Foundation.
Earn reward points when you purchase any training and certification products. For every $1.00 spent on training and certification products, you earn 1 point. You need a minimum of 500 reward points to redeem a discount coupon.
View the transactions related to the purchases you have made through the Linux Foundation.
View the Individual Enrollments.
Purchase a Linux.com email.
You can use these coupon codes by redeeming the reward points.
This section provides details of the training, certifications, events, discounts, and reward points you can redeem.
Earned coupons allow you to claim a discount for training, certifications, and events. You are eligible for earned coupons:
If you have previously registered for any event or purchased any training or certifications from the Linux Foundation, For example, if you have registered for an event, say the Cloud Native conference, you will receive an earned coupon for that.
If you have purchased any training and certification products. You earn 1 point for every $1 spent on training and certification products. You can redeem a coupon by using these reward points.
2. The Redeemable Coupons section appears with the list of training and certifications for which you are eligible to claim the coupon code. Click the Redeem with 500 Points CTA.
3. A pop-up message appears. Click Claim Code.
The Coupons section provides a list of training, certifications, or events for which you are eligible to using the coupon codes.
1. Log in to using your LF account, and from the left-side navigation pane, navigate to Purchases > Coupons.
Copy the discount code and paste it at checkout on the .
The Linux Foundation’s Travel Fund is intended to enable open-source developers and community members to attend events that they would otherwise be unable to attend due to a lack of funding.
We emphasize funding applicants who are from historically underrepresented or untapped groups and/or those of lower socioeconomic status.
We receive approximately 1,000 requests for funding each year. To maximize our spending, travel fund assistance may only be used for:
Coach airfare tickets.
Accommodations (The dates of the event plus one night prior are eligible for reimbursement).
Ground transportation to and from the airport.
The Linux Foundation is committed to using funds to assist as many people as possible. To achieve this goal:
We are often unable to fund the same person for multiple events within a single year.
Travel funding requests with lower costs are more likely to be approved.
We typically do not fund the same person two years in a row.
Funding decisions are final. Reapplying for the same event after a denial does not increase your chances of approval.
To apply for the new fund requests, follow these steps:
From the left-side navigation pane, navigate to EVENTS>LF Events.
On the MY EVENTS page, click the Travel Funding tab. Click the New Funding Application CTA to access the application page.
5. On the Travel Funding Application page, scroll down and check the event that you want to attend. Click the Select button to choose the event. After selecting the event, click Next.
6. On the Terms and Conditions page, read the terms and conditions for the travel funding application and click I Agree button.
Click the Cancel button if you want to cancel your new travel fund application.
Click the Previous Step button to go back to the event selection page.
7. On the About Me page, fill out the following information to complete the application. Click Next Step.
First and Last Name: Enter your first and last name.
Email Address and Company: Enter your email address and the company name.
Link to your LinkedIn, personal website, or GitHub page.
Enter you GitHub Id.
Company / Organization / Student / Independent: Enter your company details here or your institute details or write independent.
Can you receive funds from your organization?: Select from the drop-down.
If you checked Partial Assistance above, please explain what the company will or will not pay for: If you select that you are getting partial help from your company, then explain in the text box.
Briefly describe how you are involved in technology and/or open source communities, and why you’d like to attend this conference: Enter your justification in the text box.
Do you belong to an underrepresented and/or marginalized group? Please check all that apply
Select the CNCF specific details from the dropdown. Select Yes if you received travel funding from CNCF in the past 12 months.
Enter the following details that are specific to CNCF events and click Next Step.
When Applying for PyTorch event, you need to enter the following additional detail.
8. On the Expenses, fill in your expense details and Submit Application.
Once you submit your request, you can see your application status on the Travel Funding page.
Once your request is approved by the event team, you can see the status change as Approved on the Travel Funding page.
To view your transactions for all the purchases you made through the Linux Foundation:
In this section, you can view the following transaction details:
All Transactions
Event Tickets Training and Certifications
Individual Support and Linux.com Purchase
In this section, you can view the following transaction details:
Name, which is the name of the product, event, training, or certification course
Order ID number, which is also displayed on the order confirmation email
Transaction Date
Transaction Status, i.e. Completed
Transaction Value, which provides the purchase amount
All Transactions provides the transaction details related to all the transactions.
Event tickets provide transaction details related to the event.
Training and Certifications provide the transaction details related to training and certifications.
Individual Supporter Program and Linux.com Purchase provide transaction details related to the individual support program and Linux.com purchases.
The Individual Enrollments page of the individual dashboard lets you view and manage your individual subscriptions as a user. By enrolling as an individual member or supporter, you show support for the Linux Foundation and its projects.
Get big discounts on certification, training, and events.
Individual membership in the Linux Foundation saves you $100 off certification examinations, which you can utilize once.
From the left navigation pane, navigate to Purchases> Individual Enrollments.
From the list of the available projects , click Enroll as an Invidual Supporter CTA to enroll.
On the Member Enrollment page, enter you contact details and click Next.
On the next page, enter your oder details and payment information.
confirm your purchase.
For each project, you can have one of the below individual status:
If you have never enrolled in that certain project. You can take the step and enroll from this page.
Enrolled and Expired
If your enrollment have been expired, and you didn't renew it. You can take the step and renew from this page.
Enrolled and Expiring Soon
If your enrollment will expire within 30 days, and you have disabled the Auto renew. You can activate the auto renew from this page to ensure the continues of your membership and its benefits.
Enrolled and Active
If your enrollment is active and the auto renew is enabled.
In this case you will have your membership to be renewed automatically.
3. Auto Renew:
Auto renew is a toggle to enable or disable the yearly automatic renewal on your behalf.
Enabling the auto renew, will automatically renew your next cycle before it will be expired in 1 day.
Disabling the auto renew, allow you to renew manually.
6. To view all individual projects that you have enrolled in from my profile.
2. From the left-side navigation pane, navigate to ABOUT ME > Email Management > Linux.com Email.
3. Click Purchase Email.
3. After you have completed the transaction, go to your account on My Profile Dashboard and navigate to ABOUT ME > Email Management > Linux.com Email page to request the linux.com alias and add the forwarding email address.
Navigate to the login page.
Enter your login credentials and sign in. For more information, see the page. If your login credentials are correct, you will be directed to the main dashboard or home page.
For questions, please contact .
Log into using your LF account, and from the left-side navigation pane, navigate to Purchases > Transactions.
Log in to .
You can purchase a lifetime Linux.com email alias if you are an active individual supporter. For more information on individual supporters, see web page.
1. Log in to .
4. On the page, you will be navigated to Lifetime Linux.com Email Alias Add-On form if you are enrolled in the Individual Supporter program. You need to enroll in the Individual Supporter Program before you can purchase a Linux.com email alias.
Access the "Data Visibility" settings to customize who can view specific elements of your profile.
Access the "Data Visibility" settings to customize who can view specific elements of your profile. You can adjust your privacy settings according to your preferences. your data will either be visible or hidden based on your preference.
We are all aware that an open source maintainer's work is important to the success of our open source projects. When the code is not resolved, they resolve it. Similarly, when the code is not reviewed, they review it. Maintainers are the maestros of an open source opera.
It is reasonable that our maintainers are acknowledged and valued. As a result, LFX has added support for maintainer Credly badges on the Individual Dashboard.
For our maintainers, the process is simple. Follow these simple steps:
Congratulations, that's all! We will now verify that you are a maintainer by cross-checking your project's maintainer documentation on the back end. Our maintainer badge validation process takes 7 days. You will be notified.
Your LFID.
Your email registered with this LFID.
The Project you need access to.
2. In Community Management, mark your project’s maintainers as a maintainer by selecting the 3 dots to the right and selecting Add Maintainer Tag.
3. The maintainer tag should now be shown in the Community Management dashboard.
The following template mock-ups are available for project maintainers:
Once your maintainers are identified in Community Management and you have issued your maintainers a badge via Credly.
To change your Linux Foundation password, follow these steps:
2. From the left-side navigation pane, click the arrow to expand and navigate to Settings > Password.
3. Provide details in the respective fields, and click Save.
Click Send Password Reset Link from the right side of the window to receive the reset link in your registered email address that you provided while creating your account.
Go to your email address, and click the Reset Password CTA button in the email that you have received from The Linux Foundation.
Provide details in the respective fields, and click Submit.
To access the Settings feature, follow these steps:
Click on the Settings icon located on the left navigation pane.
Select the sub-feature you want to manage from the left-hand menu.
Navigate to the, and sign in using your LF account.
Maintainer badges are verified through your GitHub identities, so ensure your GitHub identities are connected to your LFX Profile. For more information, see .
Currently, LF Project Administrators can gain access to community management in our new version of . To gain access, create a support ticket and provide the following details:
1. Log in to .
Log in to your .
On this page, you can add all your email addresses that help identify all your technical contributions. You can customize your email settings for different purposes, such as login and basic communication, as well as meeting invitations.
Follow these steps to add your email addresses:
Navigate to Settings > Email Management.
On the EMAIL MANAGEMENT page, enter your email address in the text box and click Add.
After adding your email address, you will receive a verification notification on your email address.
Once you verify your email address, it will be displayed on this page.
Follow this step-by-step procedure to efficiently manage your email preferences:
On the EMAIL MANAGEMENT page, you will see a list of email addresses associated with your account.
Click on the radio button next to the chosen email address for Meeting Invitations. A checkmark should appear, indicating your selection.
After selecting your preferences, you will receive the following email at your preferred email address.
To change your primary email, repeat the above steps.
To delete your email address, click Delete next to the chosen email address.
On the pop-up window, click the Delete button.
If you encounter any issues or do not receive the expected emails, ensure the chosen email addresses are valid and properly configured. If you still face the same problem, contact the .
The Email Management page helps you manage your emails more efficiently. Update your email addresses to stay connected with the Linux Foundation and LF-hosted projects.
Email Addresses feature is the standard feature available on the Email Management page.
You can manage your profile visibility by making your achievements, such as basic information, technical contributions, etc. You can keep all your profile information private or public based on your choice.
Note: By default, your profile visibility is private.
3. From the top right corner, click the Public Radio button to make your profile's basic information visible to the open source community.
4. To make your profile private (all information visible only to you, not to the community), click the Private Radio button.
You can update your profile information, such as basic information, affiliations, and identities.
To change your basic information, such as name, email address, postal address, and so on:
2. Under the Basic Information section, you can update the following details:
First Name: Update your first name.
Last Name: Update your last name.
Pronoun: Select the pronoun from the list.
Current Organization: Add or update your organization.
The organization name is pre-populated based on your profile information.
To add a new organization.
Enter the required organization name, if the name is already available in the date base, it will be listed in the drop-down list. You can select the required name of the organization.
If it is a new organization, you have to click the +Add button.
The Add Organization dialog box appears. Enter the Organization URL of your organization, enter the Organization Name, and click Add.
3. Under the Additional Information section, you can update the following details:
T-Shirt Size: Select your T-shirt size from the Select Size drop-down.
Street: Provide the name of the street as per your postal address where you currently live.
City/District: Provide the name of the city or district where you currently live in.
State/Province: Provide the name of the state or province where you currently live.
Country: Select the name of the country where you currently live in.
Postal Code: Provide the postal code of your residence address where you currently live.
Phone Number: Provide your contact number.
After you finish making the changes, click Save Changes.
Log in to .
2. From the left side navigation pane, click the arrow to expand, and navigate to Settings > Visibility.
1. Log in to
2. From the left-side navigation pane, click the arrow to expand, and navigate to Settings > Basic Information.
Profile Photo: Click the edit icon next to your profile photo to upload your profile photo.
click the icon from the Current Organization field.
If any of your data is inaccurate or needs to be updated, you can reach out to the Linux Foundation Support Team by .
When you connect to your LinkedIn account, your open source contributions are automatically affiliated, or you can manually populate your work history.
Your work history may be populated based on your profile. You need to connect and sync your LinkedIn account.
Click Add Position to add your work history manually.
Click Save.
Tux Rewards Membership is our loyalty program that rewards you for purchasing training and certification from us! There is no fee, and it’s easy to join! You earn 1 point for every $1 spent with us, up to 500 per day. 500 points earn you a 50% off coupon code to be used toward (1) one course, certification exam, bundle, or boot camp.
Connect your GitHub and LinkedIn accounts to receive a 50% discount coupon for LF training or certification.
When you spend $500 with us, you will be automatically enrolled as a Tux Rewards member.
If you spent $500 or more with us between October 11, 2019, and October 11, 21 you will be automatically enrolled in the Tux Rewards program and receive a 50% discount coupon code to be used toward all courses, certification exams, bundles, and boot camps.
A refunded order will disqualify that order from counting toward your Tux Rewards balance.
You can claim your benefits online directly from your user profile. In addition, you will receive emails alerting you to exclusive member offers throughout the year!
How to Redeem Your Coupon Code:
2. On the left navigation pane, click Rewards > Coupons.
3. On the My Coupons subpage, you can view a list of coupons, discounts, and promotions associated with your account.
4. Click on Redeemable Coupons to claim the coupon code.
5. Once you finish generating the coupon code, go to the Training and Certification catalog select the product you are interested in purchasing, choose to enroll, and log into your Linux Foundation account. Then paste the coupon code into the box and proceed through the rest of the checkout process.
6. If you experience issues with your coupon code, please click the orange ‘Get Help’ button on the top right corner of your MyProfile Dashboard.
To remain enrolled in the Tux Reward program, you will need to make at least one purchase (of any amount) from us every three years.
Tux Rewards points are tied to a single Linux Foundation account and may not be combined.
Tux Rewards points are not accumulated for purchases made with an invoice or when using a redemption code.
Once you earn your Tux Rewards 50% coupon by making a purchase of $500 or more, you have two years to use the coupon code generated.
You earn 1 point for every $1 spent with us, with a max of 500 points earned per day. (If your purchase for 1 day exceeds $500, you will earn 500 points and the amount over $500 will not roll over to another day.)
Once you make a purchase that qualifies for Tux Rewards points, it may take up to 72 hours for the points to show up in your portal account.
Customer Data Platform (CDP) tool 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.
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.
Data-Driven Insights: CDP 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!
Connect to your . You can connect as many Github accounts as you like, but the reward point will be granted only once per identity.
1. Sign in to MyProfile from the Linux Foundation using your LFID.
When you reach 500 points, you will receive a 50% discount coupon that you may use on any new purchase from .
To get started for free, .
Only Linux Foundation employees will have access to LFX Community Data Platform.
To use the Community Data Platform interface, follow these steps:
You will be redirected to My Project Groups in CM.
Privacy Matters To Us: Only Linux Foundation employees will have access to LFX Community Data Platform.
Open your browser and visit the URL. Sign in with your credentials.
On the My Project Groups, you can see your project groups. If you don't see your project, raise a support ticket on the
Welcome to Community Management tool
Community Data Platform 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.
Connect a few data sources to see the data flowing on your CDP portal.
Click the Settings button under the project group that you want to onboard.
Click Integrations for the project you want to onboard.
Once the data sources are integrated, your workspace will soon be populated with your contacts and organization pages.
Click Overview to find
Most active and most recent contributors
New organizations and the most active organizations.
New activities and top activities
From the left navigation, click People to explore and edit contributors on the dedicated people page.
Explore contributors by affiliation, engagement, and contribution time. Click on people for more details like ___location, work experience, and activities.
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, including description, contributors list, and activities.
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 Data Platform.
If you have any questions or need further assistance, refer to the help documentation or contact our support team.
Visit login page.
Enter your credentials (username and password). If you cannot access it, raise a support ticket to the
Once logged in, you will see the projects you have access to under the Tab. Raise a support ticket on the if you do not see your project cards for your projects.
Connect your preferred data sources to start pulling information. For more information, see . If you need assistance, contact the onboarding team.
The Settings CTA on the project cards is available only if you have admin access to your project. You cannot edit project settings for other project groups. If you don't see the Settings button for your projects, raise a support ticket on the
From the Project Groups page, click the View Project(s) CTA to explore details. For more information, see .
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.
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.
On the top left corner of the home page, you will find a search box labeled Select project group.
Start typing the name of the project you are looking for into the search box.
As you type, the tool will begin displaying a list of suggested projects that match your search query.
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.
Data integration helps the flow of data between systems, enabling you to access data from different sources within a Community Data platform, which will connect your project data sources to work together seamlessly within your community management tool.
Follow these steps to integrate GitHub:
On the home page, search for the project group.
On the project card, click Settings.
Select the project, and click Manage Integrations CTA.
On the INTEGRATIONS page, you will see all the connectors. Check the GitHub connector.
Click Connect.
On the pop-up window, select your organization and the repositories that you want to connect.
If you are a GitHub admin, click the choose organization to connect CTA button.
If you are not an admin, then select the next option as shown in the image.
On the GitHub page, install LFX CM to connect project repositories for the data integration.
Once you complete the integration, the data will start syncing from the connected repositories.
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
On the page, scroll down to see the listed projects.
Add each of these repositories to their associated project under integration.
After completing the GitHub integration, complete the Git integration.
On the INTEGRATIONS page, you will see all the connectors. Check for the Git connector.
Click Connect. On the pop-up window, enter remote URLs for each repository that you want to connect.
Click +Add remote URL to add multiple repositories. Click Connect.
Activities Collected:
Commits
Connect Groups.io to sync groups and topics activity.
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Groups.io connector.
Click Connect.
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.
Enter the Email ID and the password, and click Verify Account.
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
Click Connect.
Verify if the groups.io integration is successfully completed on the Integration page.
Activities Collected:
Messages/emails
A member joining and leaving mailing groups
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Confluence connector.
Click Connect.
On the pop-up window, enter the following details to connect the remote URL to the Confluence repository that you want to connect to:
Click Connect.
Verify if the confluence integration is completed on the Integration page.
Activities Collected:
Page created and updated
Comments
Attachments
Connect Gerrit to sync documentation activities from your repos.
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Gerrit connector.
Click Connect.
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
Click Connect.
Verify Gerrit is connected
Activities Collected:
Change sets and change set comments
Patch sets and patch set comments
Connect Discord to sync messages, threads, forum channels, and new joiners.
On the INTEGRATIONS page, locate the Discord integration.
Click Connect.
Select the Server from the dropdown.
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:
Follow these steps to integrate Slack:
On the INTEGRATIONS page, locate the Slack integration.
Click Connect.
Sign in to your workspace. If you are not sure about the workspace, check your slack channel.
Select the project for which you want to integrate Slack.
Click Allow.
To fetch data from Slack, you need to add the crowd.dev Slack bot to all channels.
There are two options for this:
A pop-up will appear, click *Add to Channel* and the bot will be able to get all messages from this channel.
Option 2: Adding from the channel settings
Alternatively, you can add the bot in bulk from the channel settings.
On the sidebar, right-click on the first channel where you would like the integration to be and click on Open channel details.
Head over to the Integrations tab and click on Add an App
Once the app is added, if you go to the channel where you added the app, you will see a message like this:the app is added to X channel by "your name"
By clicking on the logo, a menu will appear with an option to add the integration to more channels.
Now you can select the channel that you want to connect.
7. Repeat steps 5 and 6 for each channel that you would like the LFX CM integration to have access to.
Activities Collected:
A member joining a channel
Messages
Replies in threads
This is the quickest option if you do not have many channels. Go to the channel, type: , and send the message.
Search for " app, and click on Add
On the INTEGRATIONS page, locate the X/Twitter integration.
Click Connect.
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
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
Data Transfer from Cvent to LFX: Cvent sends event data to LFX.
Integration between LFX and CM: An integration has been established between LFX and CM.
Data Push to CM: The integration pushes these events from LFX to CM through an API.
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.
On the INTEGRATIONS page, locate the Reddit integration.
Click Connect.
On the pop-up window, enter community subreddit name and CM will automatically check if subreddit name exists
Click Connect
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.
Connect LinkedIn to sync comments and reactions from your organization's posts
Follow these steps to complete LinkedIn integration:
On the INTEGRATIONS page, locate the LinkedIn integration.
Click Connect.
Enter your LinkedIn credentials when prompted and click Sign In.
Authorize our LinkedIn app to ensure the integration works properly.
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.
Once authenticated, you'll be redirected back to the INTEGRATIONS page with the LinkedIn integration now listed as Connected.
Comments on posts
Reactions on posts
Not tracked
Followers
Mentions
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.
Integration Setup: An integration has been established between Thought Industries and CM.
Data Transfer: T&C activities are sent from Thought Industries to CM using an API.
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.
Connect Stack Overflow to sync questions and answers based on selected tags
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:
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Stack Overflow connector.
Click the Connect button to access the Stack Overflow connector settings.
You can configure the Stack Overflow connector in three different ways:
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).
To track both tags and keywords: both of them need to be valid.
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.
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
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.
Connect DEV with Community Management
By integrating Dev to CM, you can track your organization's dev community posts and also comments from specific dev users.
To connect Dev with CM, follow these steps:
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the DEV connector.
Click Connect.
On the pop-up window, enter the following details:
Track User Articles: Enter the user slug to track an individual's comments.
Click Connect.
Activities
(Nested) Comments on all articles published by selected DEV organizations or users
Historical import
No limit
Not tracked
Follows of organizations/users
API Key: Create a new API key in your DEV account's page. Enter it in on the pop-up window.
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 articles, you have to insert crowddotdev.
To connect Hacker News with CM, follow these steps:
On the INTEGRATIONS page, you will see all the connectors. Scroll down and check the Hacker News connector.
Click Connect.
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.
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
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.
After logging in to the PCC, the home page serves as the default landing page. It offers an overview of your projects and subprojects.
To add a new project, you need to provide essential information about the project.
This information will be used to create a "draft" project, which will then be reviewed by the "formation team." The formation team will review the project details, ask questions, and create draft governance materials for your review.
Click Add Project. A form will appear; fill out the form and click Next.
Common Name
Enter the name of the project that you identify the project name with. This is a mandatory field.
Category will be enabled only when you select a Parent Project. You can select the project to categorize for better grouping and navigation.
Slug
The "slug" (URL fragment) is a unique project identifier suitable for using in a URL, and is used to reference projects in a recognizable way by services within and outside the LFX platform. It is typically NOT changed once the project has been added.
Upon typing a common name, PCC will attempt to format a slug based on the common name.
This field is mandatory
Parent Project
Select the parent project if you want to associate or add your project as a child project.
Select No Parent, if you do not want to add any parent project.
Stage
Select the stage from the drop-down
Draft: This project is still in the planning phase and has not been formally initiated.
Formation: Disengaged: This project has been formally initiated, but the formation team is not actively engaged in its development.
Formation: Exploratory: This project is in the early stages of formation, and the formation team is exploring its feasibility and requirements.
Formation: On hold: This project has been formally initiated, but its development has been temporarily paused.
Primary Website/Domain
Enter the primary website or ___domain of the project.
Repository URL
Enter the GitHub repository url.
Project Logo
You can upload the relevant logo for your project.
Click Add Project, and a form will appear. Complete the form and click Create Project.
Field
Action
Technology Sector
Select an appropriate technology sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross Technology box.
Industry Sector
Select an appropriate industry sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross-Industry box.
Technical Activity Type
Select an appropriate technical activity for your project. You can also select more than one sector.
Formation Date
Select the formation date of the project.
Expected Announcement Date
Select the date when the project will be expected to be released.
Primary Open Source License
Select the required primary open source license for your project.
Description
Provide a short description of your project.
Mission Statement
Provide a single-line mission statement that depicts your project followed by the primary goal of your project. This is a mandatory field.
Upon success, you will be redirected to your newly created project
View All Projects lists all the projects created, irrespective of who has created them.
The search bar at the top of the interface lets you quickly find specific projects by entering keywords or project names.
When using the search input, you will retrieve a list of related projects and domains, if any.
The following two features work together to provide a flexible and efficient way to navigate the platform:
Use the search bar to find specific projects or content within that ___domain.
Use the ___domain selector to refine your search context first.
If your project uses LFX Meetings, the calendar on the dashboard will offer a concise and comprehensive overview of all upcoming and past meetings associated with the current project.
Quick links allow you to navigate to common tasks within PCC faster. Depending on your access, you can:
View or create a committee
View or create a mailing list
View or schedule a meeting
View or send Surveys
View Public Calendar
Quick Links assist you in creating the following tasks:
Creating a mailing list, for more information, refer Create a mailing list
Project staff outlines key individuals within a project, such as:
Executive Director
Program Manager
Opportunity Owner
To update the project staff, follow these steps:
Click on the name within the Project Staff list.
You can edit the names of the Executive Director and Program Manager in the pop-up window.
Click Confirm.
By adding a project in PCC, users can:
Streamline Project Governance: Organize and manage governance resources, including legal entities, official committees, project documentation, export controls, and trademarks, all in one place.
Simplify Financial Management: Easily manage financial operations, including membership tiers, pricing, billing, and accounting, to ensure a smooth and transparent financial experience.
Enhance Collaboration and Access Control: Set permissions based on roles, granting administrators, project managers, and community stakeholders the access they need to perform their tasks efficiently.
Get Started with Integrated Project Tooling: Get onboarded to the entire suite of LFX tools, designed to help scale open-source projects, and take advantage of features like code release pipeline management and IT service inventory.
Effortlessly Manage Release Engineering: Automate and manage the code release pipeline, from commits and code merges to builds, packaging, and distribution, to ensure seamless project delivery.
Centralize IT Service Inventory: Easily manage and track IT services, including source control, domains, mailing lists, cloud instances, and collaboration tools, in a single, accessible ___location.
By adding a project in PCC, you can simplify project management, enhance collaboration, and streamline governance, ultimately driving project success.
Manage the settings of your project groups in CDP
On the project group card, click Settings CTA.
On the Manage Projects page, you can either scroll down or use the search box to see the projects listed under your project group.
Select the project for which you want to integrate the data sources.
Click Manage Integrations CTA.
On the project group card, click Project(s) CTA.
Creating a committee, for more information, refer
Scheduling a meeting, for more information, refer to
On the INTEGRATIONS page, select the data source that you want to integrate and follow the steps.
CDP supports 3 access levels to accommodate different roles and responsibilities within a community:
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 the Community Data Platform (CDP).
CDP 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.
Viewer Access: Allows users to view contributor, organization, and activity/contribution data with "read-only" permissions for all projects.
CDP uses the same Single Sign-On (SSO) system as other LFX products. A valid LF Account grants access to CDP and access to a project in PCC automatically gives access to the same project in CDP. This integration ensures a seamless user experience across LFX platforms.
Contact the Support team and specify which project your peers need access to, along with their email and LF Account.
To onboard a data source into the Community Data Platform, you need CDP Manager Access within the Community Data Platform 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 CDP GitHub application, which is essential for CDP to collect data from GitHub.
If you lack access to a required tool or platform for integration:
Find someone who has the necessary access and request that they give you admin rights.
Alternatively, you can reach out to the Community Data Platform Support team and ask for temporary access for the person who has the needed access. This will enable them to log in to the Community Data Platform and set up the integration.
If you're experiencing issues with project permissions, such as not being able to see or edit integrations, contact the Support team for assistance.
In case some sub-projects do not appear in the Community Data Platform, reach out to the Onboarding team for support. They can assist in adding these missing projects or sub-projects to the Community Data Platform.
In the Community Data Platform, 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.
If a project is present in PCC but does not automatically appear in the Community Data Platform, you should contact the onboarding team for assistance. They can facilitate adding the missing project to the Community Data Platform. This approach is applicable if a project is no longer relevant, needs to be hidden, or has been moved under a different project.
The time it takes for data to appear in the Community Data Platform 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.
There are several reasons for differences between the data in the Community Data Platform and GitHub itself, including:
Bot Account Exclusion: The Community Data Platform 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.
Data Delay: It is typical for the Community Data Platform to experience a delay in data collection. This delay can range from a few hours to a few days.
If data still isn't appearing after 24 hours after onboarding or enabling a new integration, reach out to the Onboarding team for assistance.
Contributors' details are gathered from the information they provide on platforms like GitHub, Twitter, Slack, etc., and from their LinkedIn profiles.
An enrichment service is used to gather information about contributors' LinkedIn profiles and work history using their email and/or GitHub usernames.
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.
An enrichment service regularly updates each contributor shortly after they are added to the Community Data Platform and every few months thereafter. Some contributors may not be found in the enrichment databases and therefore will not be enriched.
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.
Yes, after organizations and contributors are added to the Community Data Platform, 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.
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.
Duplicates in organizations often occur due to varying information sources, such as LinkedIn or inputs from contributors, leading to slight differences in organization names. The Community Data Platform 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.
In the Community Data Platform, 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 the Community Data Platform. To solve this, the Community Data Platform 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 the Community Data Platform. We’re developing a “merge” feature that will let users merge contributors, helping to remove these duplicates.
In the Community Data Platform, 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.
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.
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 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.
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.
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 the Community Data Platform.
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.
What is the function of the onboarding team in the Community Data Platform, and how can I contact them?
The onboarding team plays a crucial role in helping projects and maintainers integrate their work with the Community Data Platform tool. They can be reached for support via the Slack channel 'lfx-insights-onboarding-support' or through a Jira ticket.
The Reports tab provides you an option to view Health Metrics related to your project.
Project Control Center (PCC) is a platform that allows project administrators to set up projects when they are associated with the Linux Foundation.
Project Control Center helps you get started quickly by providing all the support you need with self-service configuration for governance, membership, IT, developer and collaboration tools, documentation, and community roles.
Platform for project setup with the Linux Foundation
Onboarding support for open source projects
Self-service configuration for governance, IT, and collaboration tools
Visit our website for more information
Health metrics for open source projects are crucial for assessing their well-being, performance, and sustainability. These metrics assist stakeholders in gauging community engagement, activity levels, and the overall project environment.
The following are the main objectives of this feature :
Provide visibility to the projects on areas to improve as per the OSS best practices guidelines for project setup.
Monitor the project's health and take immediate action when the same starts deteriorating.
Act as a checklist for the projects when they are ready to Graduate.
Accessing the Health Metrics for your project is straightforward:
Log in to your PCC account.
Navigate to the project of interest.
Click on the 'Reports' tab.
Select 'Health Metrics' to view the project's health report.
To access the Health Metrics report, perform the following steps:
Log to your PCC account.
Search for the required project.
Click on the 'Reports' tab.
Select Health Metrics to view the project's health report.
Put your project operations on auto-pilot
Project Control Center (PCC) is a platform designed to help project administrators set up and manage open source projects associated with the Linux Foundation.
It provides a self-service configuration for various aspects of project operations, including governance, membership, IT, collaboration tools, documentation, and community roles.
With PCC, project administrators can automate project operations, reduce turnaround time, and increase productivity. The platform offers a range of features and tools to streamline project setup and management, making it easier to focus on core project activities.
Self-Service Configuration: Automate project operations and reduce manual effort with self-service tools for governance, IT, and collaboration.
API-Driven Automation: API-driven automation simplifies common open source project tasks, such as provisioning new cloud resources and development tools.
Project Governance: Organize governance resources, including legal entities, project documentation, export controls, and trademarks.
Memberships and Finances: Manage financial operations, including membership tiers, pricing, billing, and accounting.
Role-Based Access Control: Set permissions per project for administrators, project managers, and community stakeholders.
Integrated Project Tooling: Get your project onboarded to the entire suite of LFX tools, designed to help you scale your open source projects.
Release Engineering: Manage your code release pipeline, from commits and code merges to builds, packaging, and distribution.
IT Service Inventory: Centralized management of IT services, including source control, domains, mailing lists, cloud instances, and collaboration tools.
Increase productivity by automating project operations
Reduce turnaround time from weeks to minutes with API-driven automation.
Simplify project setup and management with self-service tools
Improve collaboration and communication with role-based access control
Enhance project governance and compliance with integrated tools and features
PCC is designed for project administrators and managers who set up and manage open source projects associated with the Linux Foundation. This includes:
Project administrators who are responsible for setting up and managing project operations
Project managers who need to streamline project setup and management
Community stakeholders who require role-based access control and collaboration tools
Developers who need to manage their code release pipeline and IT services
Anyone looking to increase productivity, reduce turnaround time, and simplify project operations
You can read about PCC by visiting our .
You can read more about PCC by visiting our .
You can access PCC using the following URL:
Access to PCC is restricted. To gain access, please open a support ticket .
For more information, see .
Setup Services
IT Services
Basic
Domain
Legal
Email Forwarding
Membership
Mailing List
Committee
Source Control
Issue Tracking
Wiki
Meetings
Cloud Providers
The Membership Churn metric tracks the rate at which members leave your project.
The Membership Churn metric tracks the rate of members who have stopped their membership for your project within the selected period.
This percentage indicates the proportion of members who stopped their subscription or membership compared to the total number of members in a specific period. A lower churn rate is generally desirable.
This represents the estimated value lost due to member churn. It calculates the financial impact of members discontinuing their subscriptions or memberships.
This chart illustrates the churn rate across different membership tiers such as platinum, gold, and silver. The vertical bar chart highlights, which membership tiers are experiencing higher levels of churn, providing insights into where improvements can be made to retain members and reduce overall membership value lost.
Click Explore More CTA to navigate to the detailed dedicated page where you can see the specific factors contributing to membership churn, view historical trends, and analyze patterns over time.
Identifies the number of current and new members for the foundation
Participating Organization Health Metric provides engagement scores for members and non-members. Engagement score is calculated for every participating organization. Engagement score is classified into three levels: High, Medium, and Low.
The Participating Organization allows you to view the engagement score for members and non-members. The Participating Organization widget provides you with the following details:
Number of Members
Number of new members
Engagement score bar for members
Number of non-members
Number of non-renewals
Engagement score bar for non-members
You will be navigated to the Members details page when you click Explore More. The member's details page provides various details related to the members for the current year. The members' details page provides details such as:
Member Widget
Member Breakdown by Engagement Score bar
New Member Growth by Year Line Graph
Membership Breakdown by Tier Table
Members' table
Member widget provides various details, such as:
Total number of members
Total number of new members
Total number of non-renewals
Member Breakdown by Engagement score bar provides the score of the members. The scores of the members are categorized as High, Medium, and Low.
The New Member Growth by Year line graph provides the line graph of new member growth for the last 5 years. It provides the progression of the member growth every month for the last 5 years.
Membership Breakdown by tier table provides you with the list of membership breakdowns for the last 6 years. It shows you the memberships, such as Platinum, Gold, Silver, and Associate membership availed by members in the last 6 years along with total membership details.
The members table provides you with complete details of the members such as Member name, membership level, engagement of the member, NPS score, membership start date, and membership end date.
On clicking on the member name, you will be navigated to the Member Details page which provides:
Member Name
Membership Type
Active contributors
Total contributors
Member engagement score
Month-wise member engagement details in a bar graph for the last year
Key Metrics used to calculate the member engagement growth.
Click Explore More, you will be navigated to the Non-Members details page. The Non-Members details page provides various details related to the non-members for the current year. The Non-Members details page provides details such as:
Non-Member Widget
Non-Member Breakdown by Engagement Score bar
Non Members table
Non-Member widget provides various details such as:
Total number of non-members
Total number of new prospects
Non-Member Breakdown by Engagement score bar provides the score of the members. The scores of the non-members are categorized as High, Medium, and Low.
Non Members table provides you with complete details of the non-members such as Non Member name, engagement of the non-member, and other membership details.
On click of the non-member name, you will be navigated to the Non-Member Details page which provides:
Non-Member Name
Active contributors
Total contributors
Non-Member engagement score
Month-wise member engagement details in a bar graph for the last year
Key Metrics used to calculate the member engagement growth.
The Events dashboard in the LFX PCC provides an overview of your project's event-related metrics, including upcoming events, sponsorship details, and registration statistics.
The Events charts provide the following details:
Total events bar graph
Total event sponsorship
Upcoming event details
CFP Status: The Call for Proposals (CFP) status is integrated into event metrics displaying the relevant status for each event.
The Total Events bar graph shows the past and upcoming events, including the progress percentage for organized events. It also displays sponsorship levels for memberships, categories such as Gold, Platinum, Diamond, Silver, Bronze, and General.
Click Explore More, you will be redirected to the Events details page. The Events details page provides various details related to the events for the current year. Events details page 1. provides information 2. furnishes particulars 3. supplies specifics such as:
Total events bar graph
Total event sponsorship
A pictorial world map that provides details such as the name of the place, total revenue, and total registrants when you hover over a ___location.
Event Attendance and Growth bar graph
Events table
On click of the event name, an event snapshot which provides:
Event Name
Registration details
Sponsorship details
Upcoming Events provides you with the details of the forthcoming events, such as the total number of registration and the total goal set for the registration. It also provides you with more information related to the speakers. It gives you the total number of speakers accepted out of the total number of registered speakers.
High-RiskThis widget displays the total outstanding balance owed by members, categorized into two risk levels:
High Risk: Amount overdue for more than 89 days, including members who haven't renewed.
Medium Risk: Amount overdue between 1 and 89 days.
Click the Explore More Call-to-Action (CTA) to access the detailed Outstanding Balance page.
On the Outstanding Balance page, you will find the Memberships at Risk list, showcasing all members with overdue payments categorized by risk level.
To filter and view only High Risk Members:
Click on the toggle button located at the top of the list. This will filter out Medium Risk members, allowing you to focus on members with dues overdue for more than 89 days.
To view detailed information about a specific member:
Browse through the list and click on the name of the member you are interested in. This action will redirect you to that member's details page.
By following these steps, you can effectively manage and prioritize outreach to members based on the risk level of their outstanding balances.
Net Promoter Score (NPS) is an index ranging from -100 to 100 that measures the willingness of customers to recommend a company's products or services to others. This metric is a reliable indicator of customer satisfaction with a company's product or service and their allegiance to the brand.
How to Calculate NPS
The score is calculated by taking the difference between the percentage of promoters and the percentage of detractors, using the following formula:
An NPS score between 30 to 100 is generally considered excellent and indicates that a company has far more promoters than demoters.
NPS Chart
The chart helps companies quickly grasp their NPS distribution and track improvements or declines in customer satisfaction over time.
Components of the NPS Dashboard
NPS Score: The main feature of the dashboard is the NPS score, which is prominently displayed in the center. In this case, the NPS is 58.
Promoters, Passives, and Detractors: These are the three categories of respondents:
Promoters (score 9-10): These are loyal enthusiasts who will keep buying and referring others, fueling growth. In this dashboard, there are 10 Promoters.
Passives (score 7-8): These are satisfied but unenthusiastic customers vulnerable to competitive offerings. There are 7 Passives.
Detractors (score 0-6): These unhappy customers can damage your brand through negative word-of-mouth. In this example, there are no Detractors.
Non Responses: This category includes those who did not respond to the survey. There are 15 non-responses in this case.
Gauge Visualization: The gauge provides a visual representation of the NPS score, with sections colored red (-100 to 0), yellow (0 to +30), and green (+30 to +100) to indicate poor, moderate, and excellent scores, respectively. The current score is indicated by a needle pointing at 58 in the green zone.
Last Updated: Indicates the last time the NPS data was updated. For this dashboard, the last update was in Q4 2023.
Audience: Specifies the segment of respondents, in this case, the "Board."
NPS Change Indicator: This shows the change in NPS since the last measurement. Here, the NPS has not changed, as indicated by the red arrow and "0%".
Interpreting the NPS
NPS < 0: More detractors than promoters. Indicates a need for significant improvement.
NPS 0-30: More promoters than detractors, but room for improvement.
NPS 30-70: Indicates a solid relationship with your customers.
NPS > 70: Outstanding customer loyalty and satisfaction.
Click Explore more button to get more details about the NPS scores.
Training and Certification provides you with the health metrics for the Training and Certification with respect to enrollment and revenue.
You need to use the toggle button to view details related to Enrollment and Revenue.
The Training and Certification charts provide the following details related to enrollment:
Enrollment goal chart
Total number of Instructor-led
Total number of certification exams
Total number of eLearning
Total number of edX
On clicking Explore More, you will be navigated to the Training and Certification Enrollment details page. Training and Certification Enrollment details page provides details related to the Training and Certification for Enrollment for the current year. Training and Certification Enrollment details page provides details such as:
Total Vs Goal
Training and Certification Growth Graph
Training and Certification table
Total vs. Goal chart provides the following details:
Total number of enrollment
Enrollment goal chart
A pictorial world map that provides details such as the name of the place, total revenue, and total registrants when you hover over a ___location.
Total number of instructor-led
Total number of certification exams
Total number of eLearning
Total number of edX
Training and Certification Enrollment Growth chart by year graph provides a dotted chart that shows the progression of Training and Certification Enrollment for the last 5 years. It provides the progression of the growth based on the certification exams, instructor-led training, e-learning, and edX.
The Training and Certifications enrollment table provides you with complete details of the Training and Certification Enrollment, such as the Training and Certifications name, enrollment date, type, and total revenue.
Code Contributions provides you with the health metrics related to the code contributions. It provides the following details, such as:
Total number of contributors to the project
Total number of new contributors to the project
All Time Contributors chart provides the total number of committers, maintainers, and reviewers.
In open source projects, the roles of committer, reviewer, and maintainer are crucial for the project. Here are the short definitions of each role, along with examples to help users understand:
Committer: An individual granted the privilege to directly modify a project's codebase. They have the authority to commit code changes to the project repository.
Example: In the Apache Software Foundation projects, committers are individuals who have demonstrated a commitment to the project and have been granted write access to the project's code repository. They are responsible for reviewing and committing code changes.
An individual who is responsible for reviewing code changes submitted by contributors. Reviewers provide feedback, suggestions, and approval before changes are merged into the codebase.
Example: In the GitHub platform, project maintainers often assign reviewers to pull requests submitted by contributors. Reviewers examine the code changes, test them, and provide feedback to ensure code quality and adherence to project standards before merging.
A maintainer is an individual who oversees the overall health and direction of the project. Maintainers are responsible for coordinating contributions, managing releases, and ensuring the project's long-term sustainability.
Example: Maintainers have the final say on which changes are accepted into the project and are responsible for guiding its development roadmap.
In the context of open source projects, new contributors are individuals who make their code contributions for the first time within the selected period. They are developers who are new to the project and community and are looking to make their first contributions to the project's codebase.
Mailing list metrics is crucial for optimizing the health and engagement of your subscriber base.
Mailing Lists: A useful tool for sharing information with groups, often used for newsletters, announcements, and discussions. They help distribute information quickly and engage people.
This graph shows the growth of a company’s email mailing list over the selected period. The y-axis shows the number of New subscribers and the total subscribers, while the x-axis shows time. Here are the metrics displayed in the graph:
Mailing Lists: It shows the number of active mailing lists associated with the project per the selected period.
New Subscribers: This is the number of people signed up for the company’s email mailing list in a month. Hover over the bar chart to see the new subscribers for that month. For instance, In August, there were 4 new subscribers.
Total Subscribers: This is the total number of people signed up for the company’s email mailing list. Hover over the line chart to see the total number.
Board Meeting Participation is recorded at 100% for an organization when at least one of its eligible members attends the meeting. In this metric, only voting or alternative voting representatives are considered eligible. The calculation considers all past board meetings held within the current year.
Board Meeting Participation provides the following details:
Total number of meetings attended
Percentage of meeting attendance
Name of the member who attended the meeting
Organization Name
Percentage of meetings attended
The last meeting attended
The Marketing Metrics Dashboard captures key marketing activities and social media engagement metrics. This guide will help you interpret the metrics displayed in the attached screenshot.
The dashboard is divided into three main sections:
Campaigns
Contacts
Social Media
Campaigns: Monitoring the number of active and new campaigns helps understand your marketing efforts' current focus and recent initiatives.
Contacts: Keeping track of active and new contacts is essential for assessing the reach and growth of your contact database, which is crucial for targeted marketing activities.
Social Media: The number of subscribers, followers, and stars along with their growth rates provide insights into the engagement and popularity of your brand across different social media platforms.
Track Growth: Regularly monitor the growth rates (%) in the social media section to gauge the effectiveness of your marketing strategies.
Active Engagement: Ensure you have a good balance of active campaigns and monitor new campaigns to maintain consistent engagement.
Database Management: Periodically review your contact list to ensure it remains up-to-date and continues to grow.
By understanding and regularly reviewing these metrics, you can make informed decisions to optimize your marketing strategies and improve your overall engagement with your audience.
You will be navigated to the member details page by clicking the organization name. For more information, refer to .