SD Elements
Pivotal Tracker
Technical requirements
The following requirements must be met to integrate Pivotal Tracker with SD Elements.
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A Pivotal Tracker API token with permission to create issues and update issue status in a target project.
Default assigned fields
The following fields are set by default:
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Name
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Description
Behavior
The integration supports the following:
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Two-way status synchronization
Default Priority Mapping
Pivotal Tracker |
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7-10 |
High |
4-6 |
Medium |
1-3 |
Low |
Connection details
Enter the connection details for the server.
Protocol |
Select the protocol for the connection (HTTPS or HTTP) (Default: HTTPS) |
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Server |
The domain name or IP address of the server (Example: |
Context Root |
Top-level location where Pivotal Tracker is installed on a server. The value for this may be dependent on the configuration of an internal corporate proxy or where an administrator has installed Pivotal Tracker. |
Credentials
Enter the token needed to authenticate to the server.
Token |
API Token generated within the Pivotal Tracker user profile page. The user should have access to create and update issues in anticipated projects. |
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Tasks to Synchronize
Select tasks to synchronize.
Sync all tasks |
Synchronize all tasks from SD Elements. |
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Sync Risk Policy tasks |
Synchronize only tasks that fall under the risk policy. |
Project details
Enter the project-level details.
Pivotal Tracker Project |
The name of the project where issues should be created. |
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Advanced Pivotal Tracker configuration
Enter advanced configuration options.
Story Type |
Name of the issue type to create in Pivotal Tracker (Default: |
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Map a Pivotal Tracker status to an SD Elements status |
This mapping determines the status to assign an SD Elements task based on its corresponding Pivotal Tracker issue status. See Status Mapping for more information. |
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Map an SD Elements status to a Pivotal Tracker status |
This mapping determines the status to assign a Pivotal Tracker issue based on its corresponding SD Elements task status. All Pivotal Tracker statuses in this mapping should be a single transition away from every other status in the mapping, as well as from the default status for new issues in your Pivotal Tracker project workflow. For example, a "Finished" Feature should be mapped so that it transitions to "Delivered" first, then "Accepted".
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Unmapped Status Fallback (Optional) |
The SD Elements status to map to when encountering an unmapped Pivotal Tracker status (Default: Incomplete) |
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Closed Issue Status |
The name of a status in Pivotal Tracker to use when its corresponding SD Elements task is removed from the project. |
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Pivotal Tracker label for stories generated by SD Elements (Optional) |
Apply a specific tag to issues |
Synchronization
Enter settings for synchronizing SD Elements tasks.
Authoritative Source |
Select the tool that will be the authoritative system of record: Pivotal Tracker or SD Elements. This field is used in case of conflicting statuses between the Pivotal Tracker issue and the SD Elements task. When you first synchronize a TODO task in SD Elements with an issue in Pivotal Tracker, they will have the same status. If you then change the status in one tool, for example by closing the issue in Pivotal Tracker, they will have conflicting statuses. This conflict is resolved when the projects are synchronized. There are two options:
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Include code sample How-To’s in task descriptions |
Whether or not to include detailed code samples and How-To’s in the Pivotal Tracker issue. |
This Issue Tracker server is hosted within a private network and cannot be reached directly by SD Elements. |
Select this option if SD Elements does not have direct network access to the Pivotal Tracker server. For example, if you are using a hosted SD Elements instance but you want to integrate with an internal/protected Pivotal Tracker system, choose this option and run the Remote Integration Agent to perform integration. |
Filter tasks
Select SD Elements tasks to synchronize with the Pivotal Tracker project.
Tasks having a minimum priority |
Only synchronize tasks with a minimum priority, such as 7 or above. This is useful if you want to limit the amount of work for users. (Default: 1) |
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Tasks with status meaning |
Only synchronize tasks with certain statuses, such as TODO or DONE. (Default: TODO) |
Limit to tasks having these phases |
Only synchronize tasks in certain phases, such as Requirements or Development. (Default: none selected, meaning tasks from all phases will be synchronized) |
Tasks having all of the following tags |
Only synchronize tasks containing certain SD Elements task tags. (Optional) |
Tasks with verification status |
Only synchronize tasks with a specific verification status, such as Pass or Fail. (Default: none selected, meaning tasks with any verification status will be synchronized) |
Advanced Issue Tracker options
Enter advanced configuration options.
Issue Tracker Title Format |
Issues created in Pivotal Tracker will be given titles that match this format. (Default: "T21: Task Title") |
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Enforce Certificate Validation |
Uncheck this option if you need to test a connection without proper SSL/TLS certificate validation. |
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Custom Priority Mapping |
By default, a label "High", "Medium" or "Low" is assigned to Pivotal Tracker issues. Customize the labels by remapping SD Elements task priorities to another name. |
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Custom Fields Mapping |
In addition to the default-assigned fields, you can map additional SD Elements fields to other Pivotal Tracker text-based fields.
For example, you may have a required field in your Pivotal Tracker project that is not set by default. Custom field mappings can be set at both the system connection and project connection levels, and that mappings set in a project connection will override mappings set in the system connection. For more details refer to section Advanced field support. |
Sync frequency
Select how frequently the SD Elements and Pivotal Tracker projects are synchronized. You can choose from the following options. The more frequently you run synchronization, the greater the performance impact on both the SD Elements and Pivotal Tracker servers. This is generally only a concern for large organizations running many synchronizations at once.
Hourly, Daily, Weekly, or Monthly |
The projects will synchronize automatically every hour, day, week or month. Daily synchronization is typically sufficient, however you may want to select a more frequent interval if development moves quickly in your organization. |
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Manually |
You must click the Sync button on the Issue Tracker Integrations page to synchronize the projects. This is the default value. |