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Shipyard - automated server builds as unique as you are

Anchor is full of smart people that hate boring work. Shipyard was created to relieve sysadmins of the mind-numbingly repetitive parts of server builds, leaving them free to do other things, like build more servers, or find more inventive ways to vent their rage through image macros.

This page makes use of the Seesaw plugin. Whenever you see a link preceded by », that link will toggle the display of an annotation or other aid.

How shipyard fits into the workflow

Shipyard was designed to augment our existing L2 workflows as well as automate things. Once the sales team has hammered out a deal for the customer, they can input the tech specs directly into the system, then hand the build off for completion.

The end goal is to have end-to-end tracking and processing of server builds, from the time the customers e-signs the contract through to them receiving the handover email.

If you want more details, have a read of the related pages:

Assumed knowledge

Things you absolutely must know about shipyard, even if you think it doesn't apply to you

While shipyard has been created to be very robust, it interfaces with a lot of existing systems. This makes it susceptible to breaking in ways that aren't immediately obvious.

When a build is in progress (ie. still on the board and not yet marked Complete, it will interact with the admin system, provsys and RT, amongst other things. To avoid being set upon by rabid developers, we ask that you avoid certain actions:

Workflow

  1. Sales team creates a new order with the desired specs, notes for software to be installed, etc.

    • Extra servers may optionally be added to the same order, though in most cases one order == one server build.

  2. With the details now fixed, the order is passed to a sysadmin. This is handled by whoever is coordinating sysadmins, typically Pat.
  3. The sysadmin runs down the build sheet completing checklist items.
  4. The build will be passed to another sysadmin for QA before handover.
  5. Once the checklist is complete, the server build is all done and the customer has their server. Everyone can be happy.

Using shipyard

Sales

This section is not yet verified to be 100% accurate

Before you start:

Now you're ready to create an order. Perhaps you'd prefer a more graphical reference? A handy »annotated screenshot of the New Order page is also available.

shipyard_new_order_howto.png

Show the procedure

  1. Head over to shipyard and follow the link to create a New Order

    • If you're asked to login, use your LDAP username and password
  2. Provide a descriptive name for the new task that will be created in the admin system
  3. Fill in the name of a parent task if applicable. This is a magic autocomplete field, so let it do its job. You may find it easiest to enter the parent task ID as a search term
  4. Note the account manager for the task if applicable
    • Prod a shipyard developer for assistance if you need a new account manager added
  5. Starting at Client Contact, fill in the relevant details

    • For existing customers, use the magic autocompleting form field to search for the desired contact. Searching for their email address is usually the easiest mechanism, but you can also use their name or contact ID

    • For new customers, go ahead and use the Create new contact button

  6. Unless the customer has specified other contacts, you should copy the contact details to the Billing and Tech contact fields using the provided buttons

  7. Fill in the required hardware specs for the server. The Product name dropdown will prefill most of the important fields for you, and should be used unless you've negotiated something special (rare)

  8. Provide the RT ticket number (eg. 123456) for the sales process. The sysadmin performing the build may need to refer to the details provided by the customer, so a reference to the ticket is vital.

  9. Ensure that the remaining bold-titled fields are filled in (Support level and Operating system)

  10. Tick the checkboxes for any "application" components that the customer has asked for
    • If there's no exact option available for what you need, please ask a shipyard developer for assistance. Incorrect details will cause confusion and errors when the server is being built
  11. Provide as many extra details as necessary in the Notes field

  12. Double-check your work, as it's not possible to change details of the order once it's submitted

  13. Push the Create order button and ask a coordinator to assign the build to a sysadmin

  14. Assign the sales ticket to the coordinator, and move it to the Provisioning queue

Does the customer's order require more than one server? Now is the time to add them to the order.

  1. Go to shipyard and select the order you just created, check this »screenshot if you're not sure what you're looking for

    shipyard_select_your_order.png

  2. Select the link for (new server build)

  3. Fill out the details as before, then Add build to order

Sysadmin

You'll receive a nudge (probably from Pat) that a build has been assigned to you. If you're lucky, you'll even get a link to shipyard. Head to the shipyard and check your list of outstanding builds.

Find your server build and click its name to go to the checklist. See this screenshot if you're not sure what you're looking for.

shipyard_my_builds.png

You should now see a checklist that look somewhat like »this one .

shipyard_new_checklist.png

Shipyard Overview

Build Instructions

QA instructions

MeidokonWiki: furinkan/Anchor/writing/shipyard/howto (last edited 2011-11-06 19:45:15 by furinkan)