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MANUAL_SETUP_INSTRUCTIONS.md
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MANUAL_SETUP_INSTRUCTIONS.md
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# Manual Setup Instructions for ExecuteIT Consulting Vault
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## ✅ Vault Structure Created
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The complete folder structure and templates have been created automatically.
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## 🔌 Recommended Community Plugins Setup
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### Step 1: Enable Community Plugins
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1. Open Obsidian
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2. Go to Settings (gear icon) → Community plugins
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3. Click "Turn on community plugins"
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4. If prompted about safe mode, click "Turn off Safe Mode"
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### Step 2: Install Recommended Plugins
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#### Essential Plugins
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**1. Dataview**
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- Click "Browse" in Community plugins
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- Search for "Dataview"
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- Click Install, then Enable
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- **Purpose**: Dynamic tables and queries for job tracking
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- **Configuration**: Settings → Dataview → Enable JavaScript Queries
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**2. Templater**
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- Search and install "Templater"
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- **Purpose**: Advanced template functionality with dynamic dates
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- **Configuration**:
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- Settings → Templater → Template folder location: `07-Templates`
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- Enable "Trigger Templater on new file creation"
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**3. Calendar**
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- Search and install "Calendar"
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- **Purpose**: Visual calendar navigation for daily notes
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- **Configuration**:
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- Settings → Calendar → Dot threshold: 1
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#### Highly Recommended Plugins
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**4. Kanban**
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- Search and install "Kanban"
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- **Purpose**: Visualize job pipeline as a kanban board
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- **Usage**: Create a kanban board in `02-Jobs` to track application stages
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**5. Advanced Tables**
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- Search and install "Advanced Tables"
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- **Purpose**: Better table editing experience
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- **Usage**: Auto-formats tables as you type
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**6. Tag Wrangler**
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- Search and install "Tag Wrangler"
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- **Purpose**: Easier tag management
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- **Usage**: Rename tags across all notes easily
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#### Optional but Useful
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**7. Periodic Notes**
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- For advanced weekly/monthly note creation
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- Works with Calendar plugin
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**8. Graph Analysis**
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- Better graph view with more options
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- Useful for seeing connections between jobs, skills, projects
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**9. Excalidraw**
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- For drawing diagrams and architecture sketches
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- Great for technical interviews prep
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### Step 3: Configure Daily Notes (Already Done)
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The daily notes configuration is already set up, but verify:
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- Settings → Daily notes → Date format: `YYYY-MM-DD`
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- New file location: `01-Daily`
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- Template file location: `07-Templates/Daily Note`
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### Step 4: Configure Templates (Already Done)
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The templates configuration is already set up, but verify:
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- Settings → Templates → Template folder location: `07-Templates`
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## 📊 Setting Up Dataview Queries
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Once Dataview is installed, add these queries to your Home.md dashboard:
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### Active Jobs Table
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```dataview
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TABLE
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status as Status,
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priority as Priority,
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applied-date as Applied,
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company as Company
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FROM "02-Jobs/Active"
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WHERE contains(tags, "job-application")
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SORT priority DESC, applied-date DESC
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```
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### Recent Daily Notes
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```dataview
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LIST
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FROM "01-Daily"
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SORT file.name DESC
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LIMIT 7
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```
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### Skills by Category
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```dataview
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TABLE
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proficiency as Level,
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category as Category
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FROM "04-Skills"
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WHERE contains(tags, "skill")
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SORT proficiency DESC
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```
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## 🎨 Appearance Settings (Optional)
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### Theme Recommendations
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1. Settings → Appearance → Themes → Manage
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2. Try these popular themes:
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- **Minimal**: Clean, professional look
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- **Things**: GTD-inspired theme
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- **Blue Topaz**: Feature-rich with good color coding
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### CSS Snippets (Optional)
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You can create custom CSS snippets in `.obsidian/snippets/` for:
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- Custom callout styles
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- Better table formatting
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- Tag coloring
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## 📱 Mobile Setup (Optional)
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### Obsidian Mobile App
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1. Download Obsidian from App Store/Google Play
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2. Open existing vault from iCloud/Dropbox/local storage
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3. Same plugins available on mobile
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### Sync Options
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- **Obsidian Sync** (paid, official, most reliable)
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- **iCloud** (free for Mac/iOS users)
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- **Dropbox/Google Drive** (free, works cross-platform)
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## ⚙️ Additional Configuration
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### Graph View
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Settings → Graph view:
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- Enable "Show attachments"
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- Groups: Create color groups for tags (jobs, skills, reflections)
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- Forces: Adjust for better layout
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### Hotkeys
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Set up custom hotkeys for frequent actions:
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- Settings → Hotkeys
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- Recommended:
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- "Open today's daily note" → Ctrl/Cmd + T
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- "Insert template" → Ctrl/Cmd + Shift + T
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- "Quick switcher" → Ctrl/Cmd + O
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### File & Links
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Settings → Files & Links:
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- Default location for new notes: `00-Inbox`
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- Automatically update internal links: ON
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- Default location for attachments: `08-Resources/Attachments`
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## 🎯 First Actions Checklist
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After setup is complete:
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- [ ] Open vault in Obsidian
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- [ ] Install Dataview plugin
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- [ ] Install Templater plugin
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- [ ] Install Calendar plugin
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- [ ] Create first daily note (Ctrl/Cmd + P → "Open today's daily note")
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- [ ] Review and customize [[Home]] dashboard
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- [ ] Fill out [[Skills Inventory]]
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- [ ] Create profiles in `03-Profiles/`:
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- [ ] Data Architect profile
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- [ ] Backend Developer profile
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- [ ] Technical Architect profile
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- [ ] Move existing job applications to proper folders:
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- [ ] SEB application → `02-Jobs/Active/`
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- [ ] Vattenfall application → `02-Jobs/Pipeline/`
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- [ ] Svenska Kraftnät → `02-Jobs/Pipeline/`
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- [ ] Document 2-3 major Tieto projects in `05-Projects/`
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- [ ] Create first weekly reflection
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## 📚 Learning Obsidian
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### Quick Start Resources
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- Obsidian Help Vault (Help → Open help vault)
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- [Official Documentation](https://help.obsidian.md/)
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- [Obsidian Hub Community](https://publish.obsidian.md/hub)
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### Key Concepts
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- **Double brackets [[]]**: Create links between notes
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- **Tags #**: Categorize and filter notes
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- **Frontmatter**: YAML metadata at top of notes
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- **Backlinks**: See what notes link to current note
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- **Graph view**: Visualize connections
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### Markdown Basics
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- `#` Headers
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- `**bold**` and `*italic*`
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- `- [ ]` Checkboxes
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- Tables with `|`
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- `> ` Blockquotes
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## 🆘 Troubleshooting
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### Dataview not showing results
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- Check that plugin is enabled
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- Verify frontmatter YAML is correct (no typos)
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- Check query syntax
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### Templates not working
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- Verify template folder path in settings
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- Check that Templater plugin is enabled
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- Ensure template files exist in `07-Templates/`
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### Sync issues
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- Check sync service status
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- Verify folder permissions
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- Try manual sync/refresh
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## 💡 Tips for Success
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1. **Start simple**: Don't try to use every feature immediately
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2. **Daily notes are key**: Build the habit of daily journaling
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3. **Link generously**: Create connections between related notes
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4. **Review weekly**: Use weekly reflections to see progress
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5. **Customize gradually**: Adjust system as you learn what works
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6. **Backup regularly**: Your vault is just a folder - back it up!
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---
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**Need help?**
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- Obsidian Forum: https://forum.obsidian.md/
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- Obsidian Discord: https://discord.gg/obsidianmd
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- Reddit: r/ObsidianMD
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**Ready to start?** Open [[Home]] and begin your consulting journey!
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