Rally (formerly CA Agile Central)

Technical requirements

The following requirements must be met to integrate Rally with SD Elements.

  • Basic authentication must be enabled.

  • The user configured for the connection should:

    • Be a member of the project

    • Have permission to create, tag, transition and close work items.

    • Specific permissions:

      • User role in workspace

      • Editor role in project

Default assigned fields

The following fields are set by default:

  • Name

  • Description

  • Tags

  • Priority

Behavior

The integration supports the following:

Default Priority Mapping

SD Elements

Rally

9-10

Resolve Immediately

6-8

High Attention

4-5

Normal

1-3

Low

Connection details

Enter the connection details for the server.

Protocol

Select the protocol for the connection (HTTPS or HTTP) (Default: HTTPS)

Server

The domain name or IP address of the server

Context Root

Top-level location where Rally 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 Rally.

Credentials

Enter the credentials needed to authenticate to the server. The connection supports either Basic Authentication or Token Authentication.

Basic Authentication

Username

Username authorized to connect with the server. This user should be able to create and edit stories/issues in Rally.

Password

The password used to authenticate to the server

API Token Authentication

Token

API Token generated within Rally. This user should be able to create and edit stories/issues in Rally.

Tasks to Synchronize

Select tasks to synchronize.

Sync all tasks

Synchronize all tasks from SD Elements.

Sync Risk Policy tasks

Synchronize only tasks that fall under the risk policy.

Advanced Rally configuration

Enter advanced configuration options.

Issue Type

Type of work item that SD Elements will create when creating a task in Rally (Default: Story)

Map a Rally status to an SD Elements status:

This mapping determines the status to assign an SD Elements task based on its corresponding Rally issue status.

Note
 Any unmapped Rally status is mapped to the 'Incomplete' SD Elements status.

See Status Mapping for more information.

Map an SD Elements status to a Rally status

This mapping determines the status to assign a Rally issue based on its corresponding SD Elements task status.

Note
 'Incomplete', 'Complete', and 'Not Applicable' SD Elements statuses must have a mapping. Any unmapped custom SD Elements statuses will use these mappings based on their meaning.

See Status Mapping for more information.

Rally Workspace Name (Optional)

Location where projects are grouped in Rally

Synchronization

Enter settings for synchronizing SD Elements tasks.

Authoritative Source

Select the tool that will be the authoritative system of record: Rally or SD Elements. This field is used in case of conflicting statuses between the Rally issue and the SD Elements task. When you first synchronize a TODO task in SD Elements with an issue in Rally, they will have the same status. If you then change the status in one tool, for example by closing the issue in Rally, they will have conflicting statuses. This conflict is resolved when the projects are synchronized. There are two options:

  • Issue Tracker (default): The SD Elements task will be updated to match the status in Rally. This is relevant to most workflows.

  • SD Elements: The Rally status will be updated to match the SD Elements status.

  • Last Updated: SD Elements and Rally issues will always reflect the latest status. For example, if a Rally issue status is most recently updated then the SD Elements task status will be updated to reflect the Rally status. The opposite is also true.

Include code sample How-To’s in task descriptions

Whether or not to include detailed code samples and How-To’s in the Rally 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 Rally server.

For example, if you are using a hosted SD Elements instance but you want to integrate with an internal/protected Rally system, choose this option and run the Remote Integration Agent to perform integration.

Filter tasks

Select SD Elements tasks to synchronize with the Rally 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)

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 Rally will be given titles that match this format. (Default: "T21: Task Title")

Bypass server certificate validation for HTTPS (insecure, only used for testing purposes).

Check this option if you need to test a connection without the proper SSL/TLS certificates.

Issue Labels / Tags

Tag value assigned to Rally issues (Default: SD-Elements)

Issue Tracker parent issue

Rally issue ID to use as the parent issue. SD Elements tasks are created as children of this parent issue. This is only applicable when creating issue types of "Story" whose parent is "User Story" or "Feature", or creating issue types of "Task" whose parent is "User Story". This takes the prefixed ID, such as "US1234" or "F567".

Issue Tracker context

Bind a set of tasks using a certain value. This is applicable only when custom titles are selected having the entry "Context"

Custom Priority Mapping

By default Rally does not expose a priority field. However, an integration can still map the SD Elements priority to a field in Rally

Generally, you should follow these steps:

  1. Identify the field in Rally you want to populate.

    • The integration supports "Priority" by default.

    • If a different field is desired, such as "Priority Field" then add it to Custom Fields Mapping. Associate the field to value $task_priority_translated.

  2. Update Custom Priority Mapping with the mapping between SDE priorities and the desired field value.

Custom Fields Mapping

In addition to the default-assigned fields, you can map additional SD Elements fields to Rally fields.

Note
 Fields that are not required or have default values do not need to be set.

For example, you may have a required field in your Rally project that is not set by default. Custom field mappings can be set at both the system connection and project connection levels. Mappings set in a project connection 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 Rally 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 Rally 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.

Manually

You must click the Sync button on the Issue Tracker Integrations page in order to synchronize the projects. This is the default value.

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