Associate
Clarity
Projects with
Rally
and Synchronize Data

After the integration is configured, Project Managers can associate
Clarity
projects with
Rally
and start tracking the execution progress from
Clarity
.
2
Associate a
Clarity
Project with
Rally
Investments
As a Project Manager, you can associate a
Clarity
project with Investments in
Rally
so that you can track the execution status of work items linked to the project. Ensure that your
Clarity
administrator has configured the integration with
Rally
. Obtain the name of the integration system that is of type, investment.
Follow these steps
:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open the project that you want to synchronize with
    Rally
    .
  3. Click
    Properties
    ,
    Settings
    .
  4. In the
    Agile
    Integration
    section, complete the following information and save:
    • Select the
      Synchronize
      checkbox to link the
      Clarity
      project to
      Rally
      investments.
    • (Optional) Select the
      Create and Sync Stories
      checkbox to bring over user stories from
      Rally
      into
      Clarity
      for time tracking purposes.
    • In
      Agile System
      , select the Investment integration that your administrator has configured. If you do not select an agile system, the project is not synchronized.
    • Select the
      Integration Type
      and click
      Save
      .
      image2018-11-21_13-41-21.png
      (In the screenshot above, note that you can also use blueprints in the Modern UX to configure these project settings.)
  5. Click
    Properties
    ,
    Agile Summary.
    In the
    Agile Central Investment
    section, specify the name for the
    Rally
    investment in the
    Create Agile Central Investment
    field.
  6. Run the
    Create Agile Central Investments
    job.
    When the job executes successfully, the investment gets created in
    Rally
    with the project start and end dates.
    The
    Agile Summary
    page of the
    Clarity
    project is updated with the investment and synchronization details.
    The new investment is stored as the
    Agile Central Investment
    master object in
    Classic PPM
    under Home, Custom Objects, Agile Central Investments. Do not edit this master object since the system of record for the data is
    Rally
    .
    Rally
    investment data only flows from
    Rally
    to
    Clarity
    .
  7. In
    Rally
    , associate the new investment to portfolio items.
  8. Click the
    Actions
    drop-drop in the top-right corner and click
    Synchronize Agile Central
    .
    If the
    Actions
    drop-down is not available, contact your administrator. It is possible that the
    Project Properties - General
    page is either not upgraded or not updated. For more information, see the Install Agile Add-in Content section. 
    The
    Synchronize Agile Central
    job is triggered for the project. The job brings over the corresponding
    Rally
    portfolio items into
    Clarity
    as tasks.
  9. Navigate to the project again and click
    Tasks
    ,
    Agile Summary
    .
    If the Synchronize Agile Central job completed successfully, the portfolio items from
    Rally
    appear as tasks.
Associate a
Clarity
Project with
Rally
Portfolio Items
As a Project Manager, you can associate a project with Portfolio Items in
Rally
so that you can track the execution status of work items associated with the project. Ensure that your
Clarity
administrator has configured the integration with
Rally
. Obtain the following information from your Administrator:
  • Name of the integration system that is of type, Portfolio Item
  • Integration direction, such as
    Clarity
    to
    Rally
    ,
    Rally
    to
    Clarity
    , or Bidirectional
Follow these steps
:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open the project that you want to synchronize with
    Rally
    .
  3. Click
    Properties
    ,
    Settings
    .
  4. In the
    Agile  Integration
    section complete the following information:
    • Select the
      Synchronize
      checkbox to link the
      Clarity
      project to the corresponding
      Rally
      portfolio item.
    • (Optional) Select the
      Create and Sync Stories
      checkbox to bring over user stories from
      Rally
      into
      Clarity
      for time tracking purposes.
    • In
      Agile System
      , select the Portfolio Item integration that your administrator has configured. If you do not select an agile system, the project is not synchronized.
    • In
      Integration Type
      , select
      Portfolio Item
      .
      If you select an agile system but do not select the integration type, the synchronize job sets the correct integration type based on the selected agile system.
  5. Complete the following additional steps for
    Clarity
    to
    Rally
    and bidirectional integration directions:
    1. Navigate to the
      Tasks
      tab of the project.
    2. For each task that you want to create as a
      Rally
      feature, click task
      Properties
      , and select
      Agile Summary
      .
    3. Select the
      Synchronize
      checkbox.
      Selecting the
      Synchronize
      checkbox for the
      Rally
      to
      Clarity
      integration direction has no effect. The synchronization job does not create portfolio items in
      Rally
      from
      Clarity
      task
  6. Navigate back to the
    Project Properties
    page and click the
    Actions
    drop-down in the top-right corner and click
    Synchronize Agile Central
    .
    If the
    Actions
    drop-down is not available, contact your administrator. It is possible that the
    Project Properties - General
    page is either not upgraded or not updated. For more information, see the Install Agile Add-in Content section. 
    The
    Synchronize Agile Central
    job is triggered for the project. The job synchronizes the data between
    Rally
    and
    Clarity
    as follows:
    • When you run this job for the first time on the project, an initiative is created in
      Rally
        and the ID is populated in
      Clarity
      . From the next time, the synchronization job does the following:
      • For
        Rally
        to
        Clarity
        direction, the portfolio items linked to the initiative are brought over as tasks in 
        Clarity
        .
      • For
        Clarity
        to
        Rally
        direction, the tasks configured to be synchronized are created as portfolio items (feature, for example) in 
        Rally
      • For bidirectional integration, portfolio items are synchronized from 
        Clarity
        and
        Rally
        .
  7. Navigate to
    Project Properties
    ,
    Agile Summary
    .
  8. The initiative ID and the synchronization details are displayed.
  9. Proceed to add other work items and effort estimates in
    Clarity
    or
    Rally
    depending on the integration direction that you have chosen.
  10. Run the
    Synchronize Agile Central
    job again and check the
    Agile Summary
    page to see the updates.
  11. Navigate to the
    Tasks
    tab of the project and click
    Properties
    ,
    Agile Summary
    .
    Task-level work items (such as features) are synchronized .
The image shows how the Synchronize Agile Central job updates
Clarity
projects with status details from
Rally
The image shows how the Synchronize Agile Central job updates Clarity projects with status details from Rally
View Synchronized Data in
Clarity
After the Synchronize Agile Central  job completes successfully, you can verify whether the data is synchronized. 
Follow these steps
:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open an integrated project and select
    Properties
    ,
    Agile Summary
    .
  3. Review the following information:
    • Last Agile Sync Date:
      Displays the last time the
      Rally
      portfolio items were synchronized with the
      Clarity
      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.
  4. Navitate to the
    Tasks
    tab and click
    Properties
    ,
    Agile Summary
    to view the synchronized data at the task-level.
Synchronize Tasks in Portfolio Item Integrations
The following diagram shows how the Synchronize Agile Central job updates
Clarity
tasks with the latest status from
Rally
in all integration directions:
The image shows how the Synchronize
Rally
job updates
Clarity
tasks with status details from
Rally
The image shows how the Synchronize Agile Central job updates Clarity tasks with status details from Rally
The
Clarity
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
task start and finish dates match the planned start and end dates of the portfolio item. If both the actual and planned dates are not defined for the portfolio item, the project start and finish dates are used to define the
Clarity
task start and finish dates.
Synchronize
Rally
User Stories to
Clarity
Tasks
You can synchronize
Rally
user stories with tasks in
Clarity
to reflect the work progress. With user stories available as tasks in
Clarity
, you can assign team members to the tasks and have them report time against these tasks. Select the
Create and Sync Stories
checkbox on the project Settings page to bring in user stories to
Clarity
as tasks.
If the parent task has assignments, the story tasks show at the same level as the parent task (not as subtasks) in
Clarity
. To synchronize user stories to tasks, map the lowest-level item in the
Rally
portfolio items hierarchy to a
Clarity
task.
The following rules apply to the user story tasks:
  • The user story dates are used as the task start and finish date.
  • The user story dates come from the parent portfolio item dates.
  • If the user stories have child stories, they are also brought in to
    Clarity
    as tasks at the same level as the parent stories.
See Jobs Reference for details that explain how the Synchronize Agile Central job synchronizes user stories with tasks for each integration direction.
Synchronize Teams in Portfolio Item Integrations
If you select the Create and Sync Team option for the Portfolio Item integration type, users (or collaborators) who are assigned to initiatives, features, and all child components of features are brought over to
Clarity
when the Synchronize Agile Central job runs.
  • If the
    Rally
    users already exist as
    Clarity
    resources, they show up directly on the project team staff page.
  • If the
    Rally
    users do not already exist in
    Clarity
    as resources, they appear listed on the Missing Resources portlet.
As an administrator, you can add these users as
Clarity
resources and run the Synchronize Agile Central job to make them appear on the project team staff page. Users with the same first and last names but different email IDs 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 use the existing resources by modifying the email ID. All changes to teams are reflected in
Clarity
when the Synchronize Agile Central job runs.
The Missing Resources portlet does not appear by default on any application page. You can configure the
Overview: General
page or any other page to add the Missing Resources portlet using the Manage my Tabs option. See Personalize
Clarity
.
Once the
Rally
resources are synchronized with the
Clarity
project team, they are not removed from
Clarity
, 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 task, they are not removed from
Clarity
, even if the corresponding features are removed from the corresponding
Rally
portfolio items.
You are in the
Synchronize a
Clarity
Project with
Rally
Portfolio Items
section. The documentation in this section applies only to integrations with portfolio items.
The following diagram shows how the Synchronize
Rally
job updates the
Clarity
project team with the latest user details from
Rally
in portfolio item integrations in any direction:
The image shows how the Synchronize
Rally
job updates
Clarity
project teams with status details from
Rally
The image shows how the Synchronize Agile Central job updates Clarity project teams with status details from Rally
If you import a linked
Clarity
project using XOG, the project remains linked to the
Rally
portfolio item. To unlink the project from
Rally
, clear the Synchronize checkbox for the
Clarity
project.
Link a
Clarity
Project to an Existing
Rally
Portfolio Item
To link an existing
Clarity
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
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>
Troubleshooting Common Agile Integration Issues
Problem
: Unsuccessful integration can indicate one or more of the following issues:
  • The
    Rally
    connection information is incorrectly defined in the
    Classic PPM
    Integration settings under Administration, General Settings.
  • The Agile Integration Owner is not set up as a dedicated resource for updating integrated
    Clarity
    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
    Rally
    server is down.
Solution
: Try integrating again after entering the correct values or completing the setup, and running the Synchronize Agile Central job. You can also review the project integration status.
Problem
: Sometimes an integration error happens because a linked portfolio item (for example, an initiative) is deleted in
Rally
.
  • In this case, an error message appears when you run the Synchronize Agile Central job.
  • In the
    Clarity
    project, the Synchronize checkbox gets unchecked and the sync status indicates a failure in the synchronization.
Solution
: Relink the project to a new
Rally
portfolio item to renew the connection.
Assuming you link
Clarity
projects to
Rally
initiatives and
Clarity
tasks to
Rally
features, the following behavior is normal. When a
Rally
feature is moved to a different initiative, the corresponding task in the
Clarity
project is not deleted. However, the task is no longer synchronized with
Rally
. A new task is created in the project that now corresponds to the
Rally
initiative where the feature moved. The new task is created only if 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.