Rally Idea Manager Integration Setup

To set up the integration between Rally and Rally Idea Manager, you will perform setup tasks in both tools.
In Rally:

• Create a user in Rally for Rally Idea Manager
• Create two custom fields in Rally

In Rally Idea Manager:

• Define the parameters for the connection to Rally

Create a user in Rally for Rally Idea Manager

You must be a workspace or subscription administrator in Rally to create a user. If you do not have these permissions, ask your Rally administrator to log in for you.

1. Select a workspace in Rally where you will create user stories from ideas.
2. Click Setup on the top-right navigation.
3. Click the Users tab.
4. From the Action button, select New User.
5. Enter the following information:
   • User Name: rim_user@<yourcompanyname>.com
   • Email Address: <your email address>
   • Display Name: Rally Idea Manager
6. For the integration user you defined above, set the user permission to one of the following.
   
   
   Note that Rally strongly recommends you set a workspace user with only Editor permissions on projects in which ideas will be promoted to stories. Setting the user permissions to either a subscription or workspace administrator will result in performance degradation for Rally subscriptions that have a large number of workspaces and projects. Only use that option if you have less than a couple of workspaces and dozen projects.
   
   
   • Workspace user: Restricts the integration to create stories in one or more specific projects. Set workspace access rights to User, then expand the Project tree and select Editor for each project where Rally Idea Manager will create stories. Warning: View permissions will not enable the integration.
   • Workspace administrator: Restricts the integration to create stories in all projects for one or more specific workspaces. Set workspace access rights to Admin for each workspace desired.
   • Subscription administrator: Enables the integration to create stories in all workspaces and projects. Click the Subscription Admin check box.
7. Leave the default values for the remaining fields.
8. Click Save and Close.

Create custom fields in Rally

You must be a workspace or subscription administrator in Rally to create custom fields. If you do not have these permissions, ask your Rally administrator to create them for you.

1. Click Setup on the top-right navigation.
2. Click the Workspace and Projects tab.


3. Click the link of the workspace in Rally where you will create custom fields for user stories.
4. Click the Work Products & Fields link in the left panel.
   
5. Click the Work Product Type drop-down menu, then select User Story.


6. Click the Actions button, then select New Field under Work Product Actions.
7. Create the Idea Votes custom field.
   This field is used to reflect the total number of idea votes connected to that idea. When a story is linked to multiple ideas, the sum of votes across all the linked ideas is reflected in this field. The field is updated as Rally Idea Manager users promote and demote ideas, providing a real-time view of actual votes in support of implementing the story.
8. Update the form with the following information, then click Save & Close:
   
   • Name: Rally_ideas_votes
   • Display Name: Idea Votes
   • Type: Integer
   

9. Again, click the Actions button, then select New Field under Work Product Actions.
10. Create the Idea URL custom field.
    This field provide navigation to the idea in Rally Idea Manager from Rally so Rally users can read the conversation (idea comments) happening in Rally Idea Manager. Note that when linking multiple ideas to a story, a better place to access the idea URL is in the story Discussions page where URLs for each linked idea are listed.
    Update the form with the following information, then click Save & Close:
    
    • Name: Rally_ideas_URL
    • Display Name: Idea URL
    • Type: Web Link
    • URL: https://na5.brightidea.com/${id}
    
    

Define the parameters for the connection to Rally

You must be an administrator in Rally Idea Manager to manage the connection between Rally Idea Manager and Rally.
1. On the Ideas tab, click the Rally Integration setup link.

2. Enter the information for your Rally Idea Manager user, and your Rally subscription URL.
Your subscription URL may look like: https://rally1.rallydev.com/slm
If you are using the evaluation version of Rally, your URL will look like: https://trial.rallydev.com/slm.

3. Optional. Specify default values for fields in Rally. You must do this for every available workspace. Default values are case-sensitive. If a field is listed as required on this screen, you will have to specify a default value.
The field type and allowed values display for the fields, which can help you determine a default value.
Note that the fields that display on this screen will vary based on the workspace you select.


4. Click Next.
5. Specify the idea status that should be updated when the corresponding user story's status is updated. Specify these statuses for each workspace.
If you select Do Not Update for each row, the Update statuses from Rally option is removed from the user interface. Changes made to this screen take effect after an administrator selects the Update statuses from Rally link.

6. Click Save.