Integrate CA PPM with CA Agile Central (Rally)

Use the Agile add-in to integrate   with rally (formerly Rally) agile development software. The integration allows an organization to maintain the operational activity in Rally and use  to focus on project status. The following custom integration attributes allow  projects and tasks to synchronize with Rally Portfolio Items.
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Use the Agile add-in to integrate
Clarity Project and Portfolio Management (PPM)
  with
CA Agile Central
 (formerly Rally) agile development software. The integration allows an organization to maintain the operational activity in Rally and use 
Clarity Project and Portfolio Management (PPM)
 to focus on project status. The following custom integration attributes allow 
Clarity Project and Portfolio Management (PPM)
projects and tasks to synchronize with Rally Portfolio Items.
  • A synchronization job that runs in the background to synchronize
    Clarity Project and Portfolio Management (PPM)
     projects with Rally.
  • Agile Summary project properties that link the
    Clarity Project and Portfolio Management (PPM)
     project with Rally.
  • Agile Summary task properties that link the
    Clarity Project and Portfolio Management (PPM)
     task with Rally.
  • An integration subpage for Rally and lookup menus that allow you to select integration values.
In this article:
2
Integration Benefits
The project manager can answer the following questions for a release:
  • Has it been approved as part of the portfolio governance process?
  • How much is the cost?
  • Are we on track?
  • What gets delivered?
At the enterprise level, the integration provides the following benefits:
  • Portfolio visibility for business stakeholders so they are aware of investment benefits and delivery
  • Elimination of redundancy by seamlessly managing project artifacts between
    Clarity Project and Portfolio Management (PPM)
     and Rally
  • Project status information and visibility so budget, resource requirements, and deliverable status are available in
    Clarity Project and Portfolio Management (PPM)
When you integrate with Rally, projects in
Clarity Project and Portfolio Management (PPM)
 correspond to Portfolio Items in Rally. Out-of-the-box, you can integrate 
Clarity Project and Portfolio Management (PPM)
 projects with Rally Initiatives or Features (also known as Portfolio Items). An Initiative can cross multiple Features and releases, has a start and end date, and rolls up work beneath it. You can define Features under the Initiatives and can associate them with releases. Agile 
Clarity Project and Portfolio Management (PPM)
 projects are synchronized with Rally as follows:
  • The project manager links agile
    Clarity Project and Portfolio Management (PPM)
     projects to corresponding Rally Portfolio Items.
  • Rally Features under the Rally Initiatives create corresponding tasks under the linked
    Clarity Project and Portfolio Management (PPM)
     projects. 
  • The project manager imports status information from the Rally Portfolio Items to the corresponding
    Clarity Project and Portfolio Management (PPM)
     project and tasks. 
Example: Manage an Agile
Clarity Project and Portfolio Management (PPM)
 Project Using Rally
At the Documentation Management company, the product development teams use 
Clarity Project and Portfolio Management (PPM)
 and a separate tool to track their software development projects. As more teams embrace agile methodologies, project management receives limited insight into the team efforts. Visibility is suffering both at the program and portfolio levels. Entering time twice in two different systems is leaving developers frustrated. The difficulty in tracking business value for these agile projects is leaving the portfolio leaders frustrated.
The company decides to integrate their 
Clarity Project and Portfolio Management (PPM)
 projects with Rally Portfolio Items. Project managers can now manage and track all agile projects as Initiatives in Rally. The scrum teams can create Features, User Stories, and Tasks to define their work for the Initiatives. The Rally Initiative and Feature status details are synchronized back to
Clarity Project and Portfolio Management (PPM)
 as project and task agile summaries.  
 On-Premise customers can see 
Installing and Upgrading
 to learn how to install the Agile add-in.
Configure the Rally Integration
 Project data is integrated between the two systems based on the following setup:  
  • Integration object and its attributes that are defined to create the connection with Rally. 
  • Project level settings for synchronization.
  • A background job that runs to synchronize project data. 
As an 
Clarity Project and Portfolio Management (PPM)
 administrator, complete the following high-level steps to connect the product with Rally: 
Verify the Prerequisites
 To integrate with Rally, verify that you have completed the following requirements beforehand:
  • The compatible version of the Agile add-in is installed on your product instance. Installing the add-in allows you to save the integration information and populate default integration values. See the 
    Compatibilities
     section in the 
    Release Notes
     for more information
    Agile add-in content is installed  successfully. On the Agile Addin items list page, verify that all the listed items display the
     
    Installed
     
    status.
  • The REST API Status is enabled on your system so the Rally Synchronization job can run. The background job uses the REST APIs to synchronize data between the systems.  
  • An active
    Clarity Project and Portfolio Management (PPM)
     user is identified as the Agile Integration Owner. The user needs the appropriate access rights to update the projects and tasks that are accessed using the integration.
Define the Integration Attributes
As an 
Clarity Project and Portfolio Management (PPM)
 administrator, configure the integration attributes available with the Agile add-in to create the connection with Rally. Define the information necessary for the integrated systems to work together. Also, capture the default integration information that is needed for transferring data.
: Rally allows you to configure up to five levels of portfolio items in the portfolio hierarchy. The lowest level is P1 and the highest level is P5. Out-of-the-box, the Rally portfolio hierarchy is configured to include only two Portfolio Items, Feature (P1) and Initiative (P2). The default integration setup with Rally and the documentation both reflect the out-of-the box configuration of the Rally portfolio hierarchy. 
 
Follow these steps
:
  1. From Administration, select Integrations under General Settings.
  2. Click New.
  3. Complete the requested information. The following fields require explanation:
    • Integration URL
      Defines the URL for the integration instance (for example, the Rally instance URL).
    • Integration Instance
      Defines the integration instance to connect to such as a Rally workspace ID.
      The Integration Instance field requires a value to create a successful integration with Rally. The Rally Synchronization job uses the value in this field to synchronize
      Clarity Project and Portfolio Management (PPM)
      projects with Rally Portfolio Items. The job fails if a value is missing from the field.
      To obtain the workspace ID, complete the following steps:
      1. Log in to the Rally workspace (for example, rally1.rallydev.com) with your credentials.
      2. Access the following URL:
        https://
        rally1.rallydev.com
        /slm/webservice/v2.0/workspace
        A JSON response appears.
      3. Copy the _refObjectUUID from the JSON response and use it as the workspace ID.
        The following code shows a sample JSON response with the workspace ID bolded.
        {    "QueryResult": {        "_rallyAPIMajor": "2",        "_rallyAPIMinor": "0",        "Errors": [],        "Warnings": [],        "TotalResultCount": 1,        "StartIndex": 1,        "PageSize": 20,        "Results": [            {                "_rallyAPIMajor": "2",                "_rallyAPIMinor": "0",                "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/workspace/40681926241",                "_refObjectUUID": "
        6e99c9d5-95ff-4046-9155-e7384d6f353a
        ",                "_refObjectName": "ITC Development",                "_type": "Workspace"            }        ]    }
    • Authentication Type
      • Basic
        Select this authentication method to integrate with Rally On Premise. Provide an username and password to use for authentication.
      • API Key
        Select this authentication method to integrate with Rally On Demand. Provide the Rally API key that maps to the 
        Clarity Project and Portfolio Management (PPM)
         integration record. To obtain this key, follow the directions in this KB article. The article explains how to access the Rally Application Manager and create the Rally API key. We recommend that you create a unique Rally API key for each Integration record in 
        Clarity Project and Portfolio Management (PPM)
        . The Rally API Key is associated with a Rally user that has the required privileges to update the Rally workspace. Whenever you synchronize information from 
        Clarity Project and Portfolio Management (PPM)
         to Rally, the updates appear for the Rally user that is associated with the Rally API Key.  
  4. Click Save. A new Rally tab appears next to General. The new tab appears only if the Agile add-in is installed.
  5. Click Rally and define the policy details and the default project and task information for Rally. The following fields require explanation:
    • Portfolio Item Type Map (Project)
      Defines the Rally Portfolio Item type to which the
      Clarity Project and Portfolio Management (PPM)
       project maps to (for example, Initiative). You can map a
      Clarity Project and Portfolio Management (PPM)
       project to any level of the Portfolio Items in the Rally portfolio hierarchy except the P1 level. We recommend that you do not change the value for this field after the initial synchronization. Changing this value can break the connection with Rally.
    • Portfolio Item Type Map (Task)
      Defines the Rally Portfolio Item type to which the
      Clarity Project and Portfolio Management (PPM)
       task maps to (for example, Feature). The Portfolio Item type must be the lowest level (P1) in the Rally portfolio hierarchy. We recommend that you do not change the value for this field after the initial synchronization. Changing this value can break the connection with Rally.
      If the value for the Portfolio Item Type Map for both project and task is the same, then only one task is created in
      Clarity Project and Portfolio Management (PPM)
      . The task has the same name as the project and all the details from Rally are rolled up to that task during synchronization.
    • Create and Sync Tasks
      Specifies whether to synchronize the
      Clarity Project and Portfolio Management (PPM)
       tasks with the Rally Portfolio Items. By default, the option is selected and tasks are synchronized whenever the synchronization job runs.
      When a parent PPM task has actuals, assignments, or both, the integration cannot add a child task under this parent. Instead, the integration adds the child task without a parent. The behavior complies with the rule that summary tasks in PPM cannot have actuals or assignments. The situation applies when synchronizing user stories from Agile Central to PPM tasks.
    • Default Rally Owner ID
      Defines the default owner ID to use when a Portfolio Item (for example, Initiative) is created in Rally. To obtain the value for this field, complete the following steps:
      1. Log in to the Rally workspace (for example, rally1.rallydev.com) with your credentials.
      2. Access the following URL:
        https://rally1.rallydev.com/slm/webservice/v2.0/workspace
        A JSON response similar to the following appears:
        {    "QueryResult": {        "_rallyAPIMajor": "2",        "_rallyAPIMinor": "0",        "Errors": [],        "Warnings": [],        "TotalResultCount": 1,        "StartIndex": 1,        "PageSize": 20,        "Results": [            {                "_rallyAPIMajor": "2",                "_rallyAPIMinor": "0",                "_ref": "
        https://rally1.rallydev.com/slm/webservice/v2.0/workspace/40681926241
        ",                "_refObjectUUID": "6e99c9d5-95ff-4046-9155-e7384d6f353a",                "_refObjectName": "ITC Development",                "_type": "Workspace"            }        ]    }
      3. Open a separate browser tab and copy and paste the following URL from the JSON response:
        https://
        rally1.rallydev.com
        /slm/webservice/v2.0/workspace/40681926241
        After accessing the URL, you get the default Rally owner ID in a JSON response. The following code shows a sample JSON response with the owner ID bolded:
        {  "Workspace": {    "_rallyAPIMajor": "2",    "_rallyAPIMinor": "0",    "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/workspace/40681926241",    "_refObjectUUID": "6e99c9d5-95ff-4046-9155-e7384d6f353a",    "_objectVersion": "3",    "_refObjectName": "ITC Development",    "CreationDate": "2015-08-06T15:57:42.093Z",…..……      "_type": "Subscription"    },    "Children": {      "_rallyAPIMajor": "2",      "_rallyAPIMinor": "0",      "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Workspace/40681926241/Children",      "_type": "Project",      "Count": 5    },    "Description": "Sandbox workspace for ITC development to play around with to better understand Rally and the integration with PPM",    "Name": "ITC Development",    "Notes": "",    "
        Owner
        ": {      "_rallyAPIMajor": "2",      "_rallyAPIMinor": "0",      "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/user/42778241050",      "_refObjectUUID": "
        f8d849a9-1691-44ef-bc90-5fadb8392709
        ",      "_refObjectName": "ITC Admin Portfolio Manager",          "_type": "User"    },    "Projects": {      "_rallyAPIMajor": "2",      "_rallyAPIMinor": "0",      "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Workspace/40681926241/Projects",      "_type": "Project",      "Count": 15    },….….    },    "WorkspaceConfiguration": {      "_rallyAPIMajor": "2",      "_rallyAPIMinor": "0",      "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/workspaceconfiguration/40681926241",      "_refObjectUUID": "dca55e6e-5db2-49a0-aaf3-4409391270b6",      "_type": "WorkspaceConfiguration"    },    "Errors": [],    "Warnings": []  }}
    • Default Rally Project ID 
      Defines the default project ID (the agile team ID) to use when a Portfolio Item (for example, Initiative) is created in Rally. To obtain the value for this field, complete the following steps: 
      1. Log in to the Rally workspace (for example, rally1.rallydev.com) with your credentials.
      2. Obtain the Rally workspace ID. See the descrtiption for the
        Integration Instance
        field for details.
         
      3. Access the following URL using the workspace ID value you obtained in Step 2: 
        https://
        rally1.rallydev.com
        /slm/webservice/v2.0/workspace/
        <workspace id>
        /projects
        A JSON response appears containing workspace projects.
      4. Use the project UUID as the default Project ID of the Rally integration instance. The following code shows a sample JSON response with the project ID bolded:
        {  "QueryResult": {    "_rallyAPIMajor": "2",    "_rallyAPIMinor": "0",    "Errors": [],    "Warnings": [],    "TotalResultCount": 15,    "StartIndex": 1,    "PageSize": 20,    "Results": [      {        "_rallyAPIMajor": "2",        "_rallyAPIMinor": "0",        "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/project/40681926325",        "_refObjectUUID": "c6f9155c-ee45-4fa7-b82f-c04399437c13",        "_objectVersion": "2",        "_refObjectName": "Sample Project",        "CreationDate": "2015-08-06T15:57:42.135Z",        "_CreatedAt": "Aug 6, 2015",        "ObjectID": 40681926325,        "ObjectUUID": "c6f9155c-ee45-4fa7-b82f-c04399437c13",        "VersionId": "2",        "Subscription": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/subscription/32868941812",          "_refObjectUUID": "fc3c31fd-4761-401c-9851-d825709e6ec6",          "_refObjectName": "Tech Partner - CA Technologies",          "_type": "Subscription"        },        "BuildDefinitions": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/BuildDefinitions",          "_type": "BuildDefinition",          "Count": 1        },        "Children": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/Children",          "_type": "Project",          "Count": 0        },        "Description": "",        "Editors": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/Editors",          "_type": "User",          "Count": 5        },        "Iterations": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/Iterations",          "_type": "Iteration",          "Count": 1        },        "Name": "Sample Project",        "Notes": "",        "Owner": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/user/34854539788",          "_refObjectUUID": "65bd754e-42b0-45fe-93ce-3359060a5f76",          "_refObjectName": "team-ppm-rad-admin",          "_type": "User"        },        "Parent": null,        "Releases": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/Releases",          "_type": "Release",          "Count": 0        },        "RevisionHistory": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/revisionhistory/40681926326",          "_refObjectUUID": "29e6f0b0-5b5f-49cf-b89e-b6a816fc324c",          "_type": "RevisionHistory"        },        "SchemaVersion": "093898709ed1969ccd44bf5b936e9c5b",        "State": "Open",        "TeamMembers": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/Project/40681926325/TeamMembers",          "_type": "User",          "Count": 1        },        "Workspace": {          "_rallyAPIMajor": "2",          "_rallyAPIMinor": "0",          "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/workspace/40681926241",          "_refObjectUUID": "6e99c9d5-95ff-4046-9155-e7384d6f353a",          "_refObjectName": "ITC Development",          "_type": "Workspace"        },        "_type": "Project"      },      {        "_rallyAPIMajor": "2",        "_rallyAPIMinor": "0",        "_ref": "https://rally1.rallydev.com/slm/webservice/v2.0/project/42778749224",        "_refObjectUUID": "ca3ca519-49b5-421b-a08d-e2532227bed1",        "_objectVersion": "49",        "_refObjectName": "
        Learn Rally
        ",        "CreationDate": "2015-09-10T17:13:30.964Z",        "_CreatedAt": "Sep 10, 2015",        "ObjectID": 42778749224,        "ObjectUUID": "
        ca3ca519-49b5-421b-a08d-e2532227bed1
        ",        ......      },…………..…………..     ]  }}
       
    • Create and Sync Team
      Specifies whether to synchronize the
      Clarity Project and Portfolio Management (PPM)
      project team with the users assigned to Rally Initiatives, Features, and all the child components of Features. By default, the option is selected and team members are synchronized whenever the synchronization job runs.
    • Open for Time Entry (Team)
      Specifies whether or not the team members that are synchronized from Rally are open for time entry in
      Clarity Project and Portfolio Management (PPM)
      . Select one of the following options for the integration instance:
      • Yes: All the resources that are added to the 
        Clarity Project and Portfolio Management (PPM)
        project team from Rally are open for time entry.
      • No: All the resources that are added to the 
        Clarity Project and Portfolio Management (PPM)
        project team from Rally are not open for time entry.
      • Select: The Open attribute value on the Team Object is considered for determining whether or not the resources that are added to the 
        Clarity Project and Portfolio Management (PPM)
        project team from Rally are open for time entry.
    • Cost Type
      Defines the default cost type value to use when a task is created in 
      Clarity Project and Portfolio Management (PPM)
      . The default value is used only for task creation, not for updates.
    • Charge Code
      Defines the default charge code value to use when a task is created in
      Clarity Project and Portfolio Management (PPM)
      .
    • Open for Time Entry (Task)
      Specifies that the tasks created in
      Clarity Project and Portfolio Management (PPM)
      are open for time entry. If you do not select this option, the default setting from the task object definition takes effect. 
Configure Multiple 
Clarity Project and Portfolio Management (PPM)
Integration Records
To control what default Rally owner and project values are assigned when Rally Initiatives are created, configure and maintain multiple
Clarity Project and Portfolio Management (PPM)
 integration records. You can configure multiple 
Clarity Project and Portfolio Management (PPM)
 Integration records either for the same Rally Workspace or different workspaces. However, you can map a 
Clarity Project and Portfolio Management (PPM)
 project to only a single Rally workspace or instance. 
 To synchronize a
Clarity Project and Portfolio Management (PPM)
 project with a Rally Portfolio Item, you select the appropriate integration record in the Agile System field of the project. After synchronization, a Rally Initiative is created for the
Clarity Project and Portfolio Management (PPM)
 project. The new initiative is populated using the following default values that you defined in the
Clarity Project and Portfolio Management (PPM)
 integration record:
  • Rally Owner ID
  • Rally Project ID  
Link a 
Clarity Project and Portfolio Management (PPM)
Project to a Rally Portfolio Item 
To link an existing
Clarity Project and Portfolio Management (PPM)
 project to an existing Rally Portfolio Item, update the project Agile External ID attribute with the Rally Portfolio Item object ID. The Agile External ID attribute is used internally to link 
Clarity Project and Portfolio Management (PPM)
 projects to Rally Portfolio Items. As an administrator, update the custom information element in the Project XOG schema with the following information:
  • The object ID of the Rally Portfolio Item with which the project is synchronizing.
  • The Rally Portfolio Item with which the project is synchronizing (for example, Initiative or Feature).
  • The ID for the Rally integration instance.
  • The option to initiate the synchronization with Rally.
 See the following example:
<CustomInformation> <ColumnValue name="agl_ext_id">39345976308</ColumnValue> <ColumnValue name="agl_id">I1</ColumnValue> <ColumnValue name="agl_system">rally1</ColumnValue> <ColumnValue name="agl_sync">true</ColumnValue></CustomInformation>
Set the Agile Integration Owner
Define a 
Clarity Project and Portfolio Management (PPM)
 user as the Agile Integration Owner that the integration uses to run the following types of operations:
  • Running the Rally Synchronization job
  • Updating the 
    Clarity Project and Portfolio Management (PPM)
     project and task status from Rally
Assign the required access rights to the Agile Integration Owner so they can update the
Clarity Project and Portfolio Management (PPM)
 project and associated team and tasks. If the agile summary pages for the project and tasks are secured, assign the secure sub page rights to the Agile Integration Owner.
Follow these steps:
  1. Open Administration, and from Project Management, click Settings.
  2. Select the Agile Integration Owner (for example, admin) and Save.
  3. Assign the following global access rights to the integration owner:
    • API - Access
    • Projects - Navigate
    • Resource - Navigate
  4. Depending on how you have implemented Rally in your organization, assign the access rights to the agile integration owner for
    • Project - Edit Management (for specific projects, or for all projects)
    • Resource - View  (for specific resources, or for all resources)
    • Resource - Hard Book (for specific resources, or for all resources)
Connect Projects to Rally
As a 
Clarity Project and Portfolio Management (PPM)
project manager, complete the following high-level steps to synchronize agile
Clarity Project and Portfolio Management (PPM)
 projects with Rally Portfolio Items:
Synchronize
Clarity Project and Portfolio Management (PPM)
 Projects with Rally Portfolio Items
After the integration is set up with Rally, the project manager can start synchronizing
Clarity Project and Portfolio Management (PPM)
 projects with Rally. By default, the synchronization allows Initiative and Feature status information from Rally to flow back to the 
Clarity Project and Portfolio Management (PPM)
 projects and tasks. The project manager has visibility into the work status information in Rally. 
Set up the
Clarity Project and Portfolio Management (PPM)
 Project for Synchronization with Rally
Set up a
Clarity Project and Portfolio Management (PPM)
 project to synchronize with Rally so Initiative and Feature status information can flow back to the project. 
Follow these steps
:
  1. Open Home, and from Portfolio Management, click Projects.
  2. Open the project that you want to synchronize to Rally.
  3. Click Properties and select Agile Summary.
  4. Complete the following information:
    • Select the Synchronize check box.
    • Select the Agile System to use for synchronizing the project with Rally.
Run the Rally Synchronization Job
The Agile Integration Owner (or the 
Clarity Project and Portfolio Management (PPM)
 administrator), can set up the Rally Synchronization job to run at scheduled intervals to synchronize 
Clarity Project and Portfolio Management (PPM)
 projects with Rally Portfolio Items. The project manager can also run the job manually as and when needed. See for more information
.
The job reads through the
Clarity Project and Portfolio Management (PPM)
 projects that have the Synchronize option selected and a value defined for Agile System in their agile summary. Define the following job parameters to specify the projects that you want to synchronize with Rally:
  • Date Window
    Defines the date window for the updated projects that you want to synchronize. For example, if you select "Projects updated in the last 12 months", only the projects that were updated within the last 12 months are synchronized.
  • Project Status
    Defines
     
    the status of the projects that you want to synchronize. For example, if you select "All Projects", both active and inactive projects are synchronized. 
The job runs to make the following updates in the linked systems:
  • Creates top-level Rally Portfolio Items (levels P2-P5) based on the information in the
    Clarity Project and Portfolio Management (PPM)
     project. The job creates the Portfolio Items provided they do not already exist for the linked projects. This depends upon the selection of 'Create and Sync Tasks' option while configuring the Rally integration administration settings from CA PPM.
  • Creates
    Clarity Project and Portfolio Management (PPM)
     tasks from the lowest level Rally Portfolio Items (level P1) based on the information in the Rally Portfolio Items. The job creates the
    Clarity Project and Portfolio Management (PPM)
     tasks provided they do not already exist.
  • Sets the Initiative/Feature ID of Rally portfolio item on the synchronised project properties on the Agile Summary subpage of
    Clarity Project and Portfolio Management (PPM)
    .
  • Synchronizes Rally projects to
    Clarity Project and Portfolio Management (PPM)
    project teams provided 'Create and Sync Team' option is selected while configuring the Rally integration administration settings from
    Clarity Project and Portfolio Management (PPM)
    .
The Rally Synchronization job logs error messages in English language only.
Note
: To learn how to synchronize an existing
Clarity Project and Portfolio Management (PPM)
 project with an existing Rally Portfolio Item, see
Link an existing CA PPM Project to an Existing Rally Portfolio Item
.
The following diagram shows how the Rally Synchronization job updates 
Clarity Project and Portfolio Management (PPM)
 projects with the latest status details from Rally:
This diagram shows how the Rally Synchronization job updates CA PPM projects with status details from CA Agile Central
This diagram shows how the Rally Synchronization job updates CA PPM projects with status details from CA Agile Central
The following diagram shows how the Rally Synchronization job updates 
Clarity Project and Portfolio Management (PPM)
tasks with the latest status details from Rally:
This diagram shows how the Rally Synchronization job updates CA PPM with task details from CA Agile Central
This diagram shows how the Rally Synchronization job updates CA PPM with task details from CA Agile Central
The following diagram shows how the Rally Synchronization job updates the
Clarity Project and Portfolio Management (PPM)
project team with the latest user details from Rally:
This diagram shows how the Rally Synchronization job updates CA PPM project teams with details from CA Agile Central
This diagram shows how the Rally Synchronization job updates CA PPM project teams with details from CA Agile Central
: If you import a linked 
Clarity Project and Portfolio Management (PPM)
 project using XOG, the project remains linked to the Rally Portfolio Item. To unlink the project from Rally, unselect the Synchronize check box for the
Clarity Project and Portfolio Management (PPM)
project.
Clarity Project and Portfolio Management (PPM)
 and Rally Attribute Mapping
When you create a new Rally Portfolio Item from a
Clarity Project and Portfolio Management (PPM)
 project, the following information is populated from
Clarity Project and Portfolio Management (PPM)
:
  • Portfolio Item Name (based on the
    Clarity Project and Portfolio Management (PPM)
     project name)
  • Planned Start/End dates (based on the
    Clarity Project and Portfolio Management (PPM)
     Project Start/Finish dates)
  • Owner ID: This Rally field is populated based on the Default Rally Owner ID value from the integration instance that is specified on the
    Clarity Project and Portfolio Management (PPM)
     project, Agile System field. Leaving Default Rally Owner ID field blank while configuring Rally Integration Instance from 
    Clarity Project and Portfolio Management (PPM)
     would result in the blank Owner ID for the corresponding Portfolio item present in Rally.
  • Project: This Rally field is populated based on the Default Rally Project ID value from the integration instance that is specified on the 
    Clarity Project and Portfolio Management (PPM)
     project, Agile System field)
    If Default Rally Project ID field is left blank while configuring Rally Integration Instance from 
    Clarity Project and Portfolio Management (PPM)
     then the Project field of corresponding Portfolio item present in Rally will be set to the first project ( in the alphabetical order of the projects) of the workspace.
Once the Rally Portfolio Item is created, you can change these values in Rally. When the Rally Synchronization job runs next, it does not overwrite the recently updated values except for the Portfolio Item Name.
The job keeps the Rally Portfolio Item Name synchronized with the
Clarity Project and Portfolio Management (PPM)
 project name.
Scrum teams can define Features, User Stories, and Tasks under the Rally Portfolio Item. When you next synchronize with Rally, the status details from the Rally Portfolio Item are updated in the corresponding
Clarity Project and Portfolio Management (PPM)
 project. The Rally Feature details are brought over as
Clarity Project and Portfolio Management (PPM)
 tasks. The following
Clarity Project and Portfolio Management (PPM)
 task fields are populated with default values based on the specified Agile System (integration record):
  • Cost Type
  • Charge Code
  • Open for Time Entry
At any time during the agile project lifecycle, you can synchronize the 
Clarity Project and Portfolio Management (PPM)
 projects and tasks with status details from Rally. Alternatively, the 
Clarity Project and Portfolio Management (PPM)
 administrator can set up the Synchronize job to run at scheduled intervals. 
See the 
Rally
 
documentation
for information about Initiatives, Features, User Stories, or Tasks. 
The following table lists the Rally Initiative attributes that are synchronized back to the 
Clarity Project and Portfolio Management (PPM)
 project agile summary. Not all status attributes from Rally are synchronized back to the project. See the
Rally documentation
for descriptions of the Rally attributes.
Rally Attribute (Initiative)
Clarity Project and Portfolio Management (PPM)
Project Attribute
State
Agile State
Preliminary Estimate
Preliminary Estimate
% Done By Plan Estimate
% Done By Agile Plan Estimate
% Done By Story Count
% Done By Story Count
Value Score
Agile Value Score
Risk Score
Agile Risk Score
WSJF Score
WSJF Score (SAFE scoring attribute)
Actual Start Date
Agile Actual Start
Actual End Date
Agile Actual Finish
No specific field. The value is dynamically calculated based on user story status and rolled up to the
Clarity Project and Portfolio Management (PPM)
project.
Estimated Story Points
No specific field. The value is dynamically calculated based on user story status and rolled up to the
Clarity Project and Portfolio Management (PPM)
project.
Estimated User Stories
No specific field. The value is dynamically calculated based on user story status and rolled up to the
Clarity Project and Portfolio Management (PPM)
project.
Accepted User Stories
No specific field. The value is dynamically calculated based on user story status and rolled up to the
Clarity Project and Portfolio Management (PPM)
project.
Accepted Story Points
The following table lists the Rally Feature attributes that are synchronized back to the 
Clarity Project and Portfolio Management (PPM)
 task agile summary. Not all status attributes from Rally are synchronized back to the task. See the
 Rally documentation
 for descriptions of the Rally attributes.
Rally Attribute (Feature)
Clarity Project and Portfolio Management (PPM)
Task Attribute
Name
Task Name
ID (feature)
Feature ID
State
Agile State
Preliminary Estimate
Agile Preliminary Estimate
Risk Score
Agile Risk Score
Value Score
Agile Value Score
WSJF Score
WSJF Score (SAFe scoring attribute)
Planned Start Date
Agile Planned Start
Planned End Date
Agile Planned Finish
Actual Start Date
Agile Actual Start
Actual End Date
Agile Actual Finish
Total Story Points
Estimated Story Points
Accepted Leaf Story Points
Accepted Story Points
% Done by Plan Estimate
% Done by Agile Plan Estimate
Total User Stories
Estimated User Stories
Accepted Leaf Story Estimate
Accepted User Stories
% Done by Story Count
% Done by Story Count
Populating Task Dates in 
Clarity Project and Portfolio Management (PPM)
The
Clarity Project and Portfolio Management (PPM)
 task start and finish dates are populated based on the actual start and end dates of the corresponding Rally Portfolio Item. If the actual start and end dates of the Rally Portfolio item are not defined, the
Clarity Project and Portfolio Management (PPM)
 task start and finish dates match the planned start and end dates of the Rally Portfolio Item. If both the actual and planned dates are not defined for the Rally Portfolio Item, then the 
Clarity Project and Portfolio Management (PPM)
project start and finish dates are used to define the 
Clarity Project and Portfolio Management (PPM)
task start and finish dates.
Example 1
:
In this example, the
Clarity Project and Portfolio Management (PPM)
 task start date is May 15, 2015 and the finish date is June 28,2015 based on the Rally actual start and end dates:
Start Date
End or Finish Date
Rally Actual Start and End Date
May 15, 2015
June 28, 2015
Rally Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 2:
In this example, the
Clarity Project and Portfolio Management (PPM)
 task start date is May 15, 2015 based on the Rally actual start date. However, the task finish date is June 25, 2015 based on the Rally planned end date because the actual end date is not defined.
Start Date
End or Finish Date
Rally Actual Start and End Date
May 15, 2015
Null
Rally Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 3:
In this example, the
Clarity Project and Portfolio Management (PPM)
 task start date is May 15, 2015 based on the Rally actual start date. The task finish date is August 5, 2015 based on the project finish date because the Rally actual and planned end dates are not defined.
Start Date
End or Finish Date
Rally Actual Start and End Date
May 15, 2015
Null
Rally Planned Start and End Date
May 10, 2015
Null
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 4:
In this example, the
Clarity Project and Portfolio Management (PPM)
 task start date is March 20, 2015 and the finish date is August 5, 2015. The task dates are based on the project start and finish dates because the Rally actual start date is later than the
Clarity Project and Portfolio Management (PPM)
 project finish date.
Start Date
End or Finish Date
Rally Actual Start and End Date
October 15, 2015
Null
Rally Planned Start and End Date
May 10, 2015
Null
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 5:
In this example, the 
Clarity Project and Portfolio Management (PPM)
 task start date is March 20, 2015 based on the project start date. The task finish date is June 28, 2015 based on the Rally actual end date.
Start Date
End or Finish Date
Rally Actual Start and End Date
Null
June 28, 2015
Rally Planned Start and End Date
Null
June 25, 2015
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Example 6:
In this example, the 
Clarity Project and Portfolio Management (PPM)
 task start date is May 10, 2015 based on the Rally planned start date. The task finish date is June 28, 2015 based on the Rally actual end date.
Start Date
End or Finish Date
Rally Actual Start and End Date
Null
June 28, 2015
Rally Planned Start and End Date
May 10, 2015
June 25, 2015
Clarity Project and Portfolio Management (PPM)
Project Start and Finish Date
March 20, 2015
August 5, 2015
Synchronizing Team Members from Rally to
Clarity Project and Portfolio Management (PPM)
If you select  Create and Sync Team option for the integration instance, Rally users assigned to Initiatives, Features, and all child components of Features are brought over to 
Clarity Project and Portfolio Management (PPM)
when Rally Synchronization job runs. If the Rally users are existing 
Clarity Project and Portfolio Management (PPM)
resources, they show up directly on the project team staff page. If the Rally users are not existing 
Clarity Project and Portfolio Management (PPM)
resources, they appear listed on the Missing Resources portlet. The administrator can add these users as
Clarity Project and Portfolio Management (PPM)
resources and run the Rally Synchronization job to make them appear on the project team staff page. Users with the same first and last names but different email IDs in 
Clarity Project and Portfolio Management (PPM)
and Rally are listed in the Possible Matching Resources column on the Missing Resources portlet. The administrator can either create new resources for these matching resources or just use the existing resources by modifying the email ID. All changes to team are reflected in
Clarity Project and Portfolio Management (PPM)
only after the Rally synchronization job runs.
: The Missing Resources portlet does not appear by default on any application page. You can configure Overview: General page or any other page to add the Missing Resources portlet using the Manage my Tabs option. See for more details.
Once the Rally resources are synchronized with the
Clarity Project and Portfolio Management (PPM)
project team, they are not removed from
Clarity Project and Portfolio Management (PPM)
, even if the corresponding resources are removed from the corresponding Rally Portfolio Items or from Rally.
Similarly, once the Rally features are synchronized with the 
Clarity Project and Portfolio Management (PPM)
 project task, they are not removed from 
Clarity Project and Portfolio Management (PPM)
, even if the corresponding features are removed from the corresponding Rally Portfolio Items.
Review Integration Status for Synchronized Projects
To verify that data is successfully transferring to Rally and back to 
Clarity Project and Portfolio Management (PPM)
, review the Rally Synchronization job details and the 
Clarity Project and Portfolio Management (PPM)
 Background (bg) services log file. For more information about how to access the bg services log file, contact your system administrator. 
Unsuccessful integration can indicate one or more of the following issues:
  • The Rally connection information is incorrectly defined in the
    Clarity Project and Portfolio Management (PPM)
     Integration subpage under Administration, General Settings. 
  • The Agile Integration Owner is not set up as a dedicated resource for updating integrated 
    Clarity Project and Portfolio Management (PPM)
     projects and tasks. 
  • The REST API Status is disabled. Verify that the REST API Status appears Enabled on the System Options page under Administration. Search 
    REST APIs
     for more information.
  • The API Attribute ID value has changed for project attributes. The API Attribute ID field can be edited for the attributes that the Agile add-in adds to the Project object. If you change the default API Attribute ID value for these attributes, the Rally Synchronization job does not work properly.
  • The Rally server is down.
Try integrating again after entering the correct values or completing the setup, and running the Rally Synchronization job. 
You can also review the project integration status. Sometimes an integration error happens because a linked Initiative is deleted in Rally. In this case, an error message appears when you run the Rally Synchronization job. In the
Clarity Project and Portfolio Management (PPM)
project, the Synchronize check box gets unchecked and the sync status indicates a failure in the synchronization. Relink the project to a new Rally Initiative to renew the connection.
: When a Rally Feature is moved to a different Initiative, the corresponding task in 
Clarity Project and Portfolio Management (PPM)
 project is not deleted. However, the task is no longer synchronized with Rally. A new task in created in the project that now corresponds to the Rally Initiative where the Feature moved. The new task is created provided the project is enabled to synchronize with Rally. During synchronization, this new task is updated from Rally. The old task remains but never gets updated.
The following procedure describes how to review the project integration status.
Follow these steps
  1. Open Home, and from Portfolio Management, click Projects.
  2. Open the project, and from the Properties, click Agile Summary. 
  3. Review this information:
    • Last Agile Sync Date
      Displays the last time the Rally Portfolio Items were synchronized with the 
      Clarity Project and Portfolio Management (PPM)
       project.
    • Last Agile Sync Status
      Displays the status of the Sync job as successful or failed. Even if the job status is successful, we recommend that you check the job logs to see if there are any warnings.