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Add data collection page #4846

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Add data collection page #4846

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HanselIdes
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@HanselIdes HanselIdes commented Jan 14, 2025

Description

Resolves #4038
Blocked by

Provides an overview into the data collected by Camunda's products.

When should this change go live?

  • This is a bug fix, security concern, or something that needs urgent release support.
  • This is already available but undocumented and should be released within a week.
  • This on a specific schedule and the assignee will coordinate a release with the DevEx team. (apply hold label or convert to draft PR)
  • This is part of a scheduled alpha or minor. (apply alpha or minor label)
  • There is no urgency with this change and can be released at any time.

PR Checklist

  • My changes are for an already released minor and are in /versioned_docs directory.
  • My changes are for the next minor and are in /docs directory (aka /next/).
  • I included my new page in the sidebar file(s).
  • I added a redirect for a renamed or deleted page to the .htaccess file.
  • My changes require an Engineering review, and I've assigned the Engineering DRI or delegate.
  • My changes require a technical writer review, and I've assigned @camunda/tech-writers as a reviewer.

@HanselIdes HanselIdes self-assigned this Jan 14, 2025
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github-actions bot commented Jan 14, 2025

👋 🤖 ✅ Looks like the changes were ported across versions, nice job! 🎉

You can read more about the versioning within our docs in our documentation guidelines.

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Re: the build errors you're seeing, it looks like the links are incorrect in two ways:

  1. The path should exclude docs/, because that will link to the "next" version regardless of which version the user is coming from.
  2. The path should be the file path on your file system, not the path a user would see in their browser. It looks to me like you're missing a telemetry/ folder near the end of the link path.

I'm also going to assign tech writers for review, as they should be the reviewers for content changes like this.

@pepopowitz pepopowitz requested a review from a team January 14, 2025 16:26
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I've updated a few of the links that were throwing errors, but not entirely, as a few are within versions that do not have a matching page to link to - largely the SM Console telemetry links prior to 8.5, but also the "AI-powered features" section was introduced in 8.5 as well.

The remainder of the content looks good to me, but for versions 8.3 and 8.4, I am unsure if you'd like to remove the versioned references, or leave them and always point the reader to /next, where the page exists.


- Feature Usage:
- SaaS System Actions: All SaaS organizations submit basic information about which features are being used. When certain features are used, Camunda logs which feature is used and basic information about how it has been used. This information is tied to an pseudonymized organization.
- SaaS User Actions: Users that opt-in to analytics cookies
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@conceptualshark can you please include screenshots of these 2 parts of the UI to explain how to opt-out of analytics cookies?
image
image

@HanselIdes
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Hi @conceptualshark or @pepopowitz , I'm strapped for time and I'd like to release these docs ideally by EOW. Can one of you support merging in the post-legal review changes here and push the docs live?

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@HanselIdes I can get this updated for you! To confirm from the conversation on Slack, I will also remove the backported versions of these updates? Should these changes be available in 8.6, 8.7, and 8.8? Thank you!

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HanselIdes commented Feb 12, 2025

@HanselIdes I can get this updated for you! To confirm from the conversation on Slack, I will also remove the backported versions of these updates? Should these changes be available in 8.6, 8.7, and 8.8?

Thanks @conceptualshark! That's a good call. These changes should be available in 8.6, 8.7, and 8.8

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@HanselIdes I still need to pull in the screenshots, but this should be updated with the new content, including removing the content from versions prior to 8.6, and introducing it for 8.7. I've flagged two specific changes here for you to look at as well.

docs/reference/overview.md Show resolved Hide resolved
Comment on lines 56 to 57
- Camunda [Docs AI](/components/modeler/web-modeler/advanced-modeling/camunda-docs-ai.md) records the entire conversation to provide ongoing support.

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For the 8.6 version of this doc, I removed the section on Camunda Copilots, as those docs are only available in 8.7 and 8.8. If this is available in 8.6, I can either:

  • Backport the Copilot docs to 8.6, and add it back in here
  • Link to the 8.7 or /next version of the Copilot docs here instead

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The Camunda Copilots are just now available on SaaS 8.6, which is currently rolled out to everyone. I'd keep 8.6

@conceptualshark conceptualshark added deploy Stand up a temporary docs site with this PR available & undocumented This is already available but undocumented and should be released within a week. labels Feb 12, 2025
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Hi @conceptualshark or @pepopowitz , I'm strapped for time and I'd like to release these docs ideally by EOW. Can one of you support merging in the post-legal review changes here and push the docs live?

Hi @conceptualshark the docs were basically completely re-written as part of the legal review. Can you use the link I shared above as the source of truth and copy over that content?

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This should include all the changes from the linked docs: f51aa19

Can you let me know if this is correct?

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@conceptualshark I reviewed the document closely for readability. I don't have any further changes requested from here


### Contractual metrics telemetry

Telemetry Data includes a limited set of contractually agreed [usage metrics](/reference/data-collection/usage-metrics.md) to evaluate usage metric use and bill for overages. For example, how many process instance usage metrics are used compared to the number of process instance usage metrics purchased by customers. These are summary usage metrics that contain no sensitive information and that are collected automatically for SaaS customers and sent in a report generated by Self-Managed customers.
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Suggested change
Telemetry Data includes a limited set of contractually agreed [usage metrics](/reference/data-collection/usage-metrics.md) to evaluate usage metric use and bill for overages. For example, how many process instance usage metrics are used compared to the number of process instance usage metrics purchased by customers. These are summary usage metrics that contain no sensitive information and that are collected automatically for SaaS customers and sent in a report generated by Self-Managed customers.
Contractual metrics telemetry data includes a limited set of contractually agreed [usage metrics](/reference/data-collection/usage-metrics.md) to evaluate usage metric use and bill for overages. One example is how many process instance usage metrics are used compared to the number of process instance usage metrics purchased by customers. These are summary usage metrics that contain no sensitive information and that are collected automatically for SaaS customers and sent in a report generated by Self-Managed customers.


Telemetry data includes contractual metrics, environment, and usage data. Contractual metrics, environment, and usage telemetry data are collected automatically in SaaS (except for personalized telemetry data which is only used via user discretionary opt-in) or collected via admin discretionary opt-in for Self-Managed platforms. Each of these categories of telemetry data are described below.

### Contractual metrics telemetry
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Suggested change
### Contractual metrics telemetry
### Contractual metrics telemetry data


### Environment telemetry Data (Self-Managed only)

Environment telemetry data includes information about your Self-managed installations to enable better support and product improvement decisions. Self-Managed customers may choose to send a very limited set of environment information through the Console component's telemetry mechanism. View the [telemetry](/self-managed/console-deployment/telemetry.md) page for a description of this data. Environment telemetry data is not relevant to SaaS installations.
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Environment telemetry data includes information about your Self-managed installations to enable better support and product improvement decisions. Self-Managed customers may choose to send a very limited set of environment information through the Console component's telemetry mechanism. View the [telemetry](/self-managed/console-deployment/telemetry.md) page for a description of this data. Environment telemetry data is not relevant to SaaS installations.
Environment telemetry data includes information about your Self-Managed installations to enable better support and product improvement decisions. Self-Managed customers may choose to send a very limited set of environment information through the Console component's telemetry mechanism. View the [telemetry](/self-managed/console-deployment/telemetry.md) page for a description of this data. Environment telemetry data is not relevant to SaaS installations.


## Telemetry data collection

Telemetry data includes contractual metrics, environment, and usage data. Contractual metrics, environment, and usage telemetry data are collected automatically in SaaS (except for personalized telemetry data which is only used via user discretionary opt-in) or collected via admin discretionary opt-in for Self-Managed platforms. Each of these categories of telemetry data are described below.
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Suggested change
Telemetry data includes contractual metrics, environment, and usage data. Contractual metrics, environment, and usage telemetry data are collected automatically in SaaS (except for personalized telemetry data which is only used via user discretionary opt-in) or collected via admin discretionary opt-in for Self-Managed platforms. Each of these categories of telemetry data are described below.
Telemetry data includes contractual metrics, environment, and usage data. Telemetry data is collected automatically in SaaS (except for personalized telemetry data which is only used via user discretionary opt-in) and collected via admin discretionary opt-in for Self-Managed platforms. Each category of telemetry data is described below.

- Feature Usage:

- SaaS System Actions: All SaaS organizations submit basic information about which features are being used as part of telemetry data collection. When certain features are used, Camunda logs which feature is used and basic information about how it has been used. This information is tied to a pseudonymized organization.
- SaaS User Actions: Users that opt-in to analytics cookies gain access to in-app tutorials and automatically submit information about which features they interact with in Camunda’s UI as part of telemetry data. In addition to the data collected from system actions described above, Camunda collects cursor activity, geographical area, browser information, and basic biographical information limited tolike email, and name, and city/region/country for user actions. If a user interacts through API, then personal information is not collected.
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- SaaS User Actions: Users that opt-in to analytics cookies gain access to in-app tutorials and automatically submit information about which features they interact with in Camunda’s UI as part of telemetry data. In addition to the data collected from system actions described above, Camunda collects cursor activity, geographical area, browser information, and basic biographical information limited tolike email, and name, and city/region/country for user actions. If a user interacts through API, then personal information is not collected.
- SaaS User Actions: Users that opt-in to analytics cookies gain access to in-app tutorials and automatically submit information about which features they interact with in Camunda’s UI as part of telemetry data. In addition to the data collected from system actions described above, Camunda collects cursor activity, geographical area, browser information, and basic biographical information limited to email, name, and city/region/country for user actions. If a user interacts through API, then personal information is not collected.


- AI Usage: Camunda's AI features, currently available in SaaS only, are clearly labeled as AI features. For Enterprise organizations, these features must be enabled by the customer via opt-in in the [Console](/components/console/manage-organization/enable-alpha-features.md#enable-ai-powered-features). Depending on the feature, they may collect different information.
- Camunda [Docs AI](/components/modeler/web-modeler/advanced-modeling/camunda-docs-ai.md) records the entire conversation to provide ongoing support.
- Camunda [Copilots](/components/early-access/alpha/bpmn-copilot/bpmn-copilot.md) only gather usage telemetry data. For free users only, Copilots may collect all information sent to and from our AI models for product and model improvement.
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- Camunda [Copilots](/components/early-access/alpha/bpmn-copilot/bpmn-copilot.md) only gather usage telemetry data. For free users only, Copilots may collect all information sent to and from our AI models for product and model improvement.
- Camunda [Copilots](/components/early-access/alpha/bpmn-copilot/bpmn-copilot.md) only gather usage telemetry data. Camunda automatically log all information sent to and from our AI models for system monitoring by a limited set of operators. Camunda will only use the data from free users for product and model improvement.


Camunda follows certain principles in its collection and use of telemetry data to ensure the privacy of its customers and the success of its product development efforts:

- Camunda will use telemetry data subject to applicable law (including, where necessary, opt-in and opt-out functionalities for personal data).
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- Camunda will use telemetry data subject to applicable law (including, where necessary, opt-in and opt-out functionalities for personal data).
- Camunda will use telemetry data subject to applicable law (including opt-in and opt-out functionalities for personal data where necessary).

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@HanselIdes This should contain all of your edits, and the screenshots - if it feels complete to you, I think it could be pulled out of draft and another technical writer could give a final review. 😄


- AI Usage: Camunda's AI features, currently available in SaaS only, are clearly labeled as AI features. For Enterprise organizations, these features must be enabled by the customer via opt-in in the [Console](/components/console/manage-organization/enable-alpha-features.md#enable-ai-powered-features). Depending on the feature, they may collect different information.
- Camunda [Docs AI](/components/modeler/web-modeler/advanced-modeling/camunda-docs-ai.md) records the entire conversation to provide ongoing support.
- Camunda [Copilots](/docs/components/early-access/alpha/bpmn-copilot/bpmn-copilot.md) only gather usage telemetry data. Camunda automatically logs all information sent to and from our AI models for system monitoring by a limited set of operators. Camunda will only use the data from free users for product and model improvement.
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@HanselIdes @akeller We have no concept of alpha features in the 8.6 documentation, so to add this back in, I've linked to the /next version of the docs here.

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@HanselIdes HanselIdes marked this pull request as ready for review February 14, 2025 12:20
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@conceptualshark this looks good to me 👍🏼
from my perspective it's ready for the final tech writer reviews and approved. We still have to wait for the two tickets from @yT0n1 before this can be deployed to the docs env

@conceptualshark conceptualshark added the hold This issue is parked, do not merge. label Feb 14, 2025
@conceptualshark conceptualshark requested a review from a team February 14, 2025 13:16
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@HanselIdes I've approved, but put a Hold label on it so it isn't merged too early.

@camunda/tech-writers I've tagged you all for a quick check here! This document is approved by legal and so the wording can not be adjusted much, but as I did a lot of moving of content, a second set of eyes for spelling/grammar/etc would be great. I will also be out on Monday/Tuesday, so if this isn't merged today, any assistance there would be appreciated! 👍

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The preview environment relating to the commit 058c1e1 has successfully been deployed. You can access it at https://preview.docs.camunda.cloud/pr-4846/index.html

@mesellings mesellings self-requested a review February 14, 2025 15:26
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Lgtm - I've reviewed it for spelling etc as you requested, and although I would like to change a lot of the wording, I understand it is legal so can't be touched, some formatting I might change, but nothing blocking so certainly good to go as a first iteration 👍 🚀

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Add SaaS Telemetry Docs Page
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