Clarity - 15.9.1

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15.9.2 15.9.1 15.9.0 15.8.1 15.8 15.7.1 15.7 15.6.1 15.6 15.5.1 15.5 15.4.1 15.4 15.3 15.2 15.1 14.4 14.3 14.2
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Configure the Integration

As a
Clarity
 Administrator, configure the integration between
Clarity
 and
Rally
 to enable Project Managers to associate a
Clarity
 project with
Rally
.
2
Verify Prerequisites
To integrate with
Rally
, complete the following requirements:
  • Install the Agile Add-in Content:
    1. Navigate to
      Administration
      ,
      Studio
      ,
      Content Add-Ins
       in
      Classic PPM
      .
    2. Search for
      Agile Addin
      . If you do not find the add-in, contact your administrator to install the add-in. For information on installing the add-in, see Add-Ins and Integrations.
      If you are a SaaS customer, create a support ticket to request the Agile add-in installation. During the Agile add-in installation, attributes are created in the Project and Task objects. The new attributes are protected and you cannot add, modify, or delete them from the data warehouse.
    3. Click
      Agile Addin
       and check the
      Status
       field.
      If the Status field shows
      Installed
      , exit this procedure and move to the next prerequisite. If the Status field shows
      Upgrade Ready
      , continue with the next step.
    4. Click the
      Items
      tab. Select
      Upgrade Ready
       in the
      Status
       field and click
      Filter
      The list of content items that are ready to be upgraded is displayed.
    5. Do one of the following:
      • If you do not have custom configurations for the
        Project
        Properties - General
         and
        Project Properties - Settings
         views, select all the content items in the list and click
        Install
        .
      • If you have custom configurations for the
        Project Properties - General
         and
        Project Properties - Settings
         views, follow these steps:
        1. Exclude the following content items and install the rest of the items in the list:
          • Project Properties - General
          • Project Agile Integration Settings
          Do NOT install the above content items. If you install them, your custom configurations for the corresponding Project Properties pages will be lost permanently and cannot be retrieved.
        2. Manually configure the above project properties views in
          Classic PPM
           Studio. See Project Views section for information on the changes that you need to configure.
    6. Wait for the selected items to install.
  • Enable REST API:
     The Synchronize Agile Central job uses the
    Clarity
     REST APIs to synchronize data between
    Clarity
     and
    Rally
    :
    • Navigate to
      Administration
      ,
      General Settings
      ,
      System Options
       in
      Classic PPM
      .
    • Search for the
      REST API Status
       option and ensure that it is
      Enabled
      .
Configure Integration Attributes
The integration attributes define the
Rally
 system that you want to integrate with, the connection parameters, and the data that you want to synchronize between the two systems.
Follow these steps
:
  1. Click
    Administration
    ,
    General Settings
    ,
    Integrations
    .
  2. Click
    New
    .
  3. Update the following fields:
    • Integration Name and Integration ID:
       Defines a name and ID for the integration. You can create multiple integrations between
      Clarity
       and
      Rally
       with different settings - for example, to connect to different workspaces, use different integration types and integration directions. Hence, provide a meaningful name to easily identify it later.
    • Integration URL:
      Specifies the
      Rally
       URL that you want to integrate with.
    • Integration Instance:
      Defines the integration instance to connect to such as a
      Rally
       workspace ID. The Synchronize Agile Central job uses this ID to synchronize
      Clarity
       projects with
      Rally
       investments or portfolio items. For information about fetching the Workspace ID, see the Get the
      Rally
       Workspace ID       section.
    • Referrer URL
      Defines the identity provider URL to use for the timesheet integration with
      Rally
      . The value in this field is used only if you are not using the same URL as the
      Integration URL
       field. See Configure SSO for
      Clarity
       Timesheet Integration with
      Rally
      .
    • Authentication Type
      • Basic:
        Select this authentication method for legacy integrations with
        Rally
         On-Premise (no longer supported). Provide a username and password to use for authentication. When using this authentication type, do not specify an API key. Though you can use basic authentication with
        Rally
         SaaS, we recommend that you use the API key authentication for secure access.
      • API Key:
        Select this authentication method to integrate with
        Rally
         On Demand. Provide the
        Rally
         API Key that maps to the integration record. To create this key, see Create a
        Rally
          API Key        . We recommend that you create a unique API Key for each Integration record in
        Clarity
        . The API Key is associated with a
        Rally
         user that has the required privileges to update the
        Rally
         workspace. Whenever you synchronize information from
        Clarity
         to
        Rally
        , the updates appear for the
        Rally
         user that is associated with the API Key. Even though the username and password fields appear, values are not needed when using this authentication type.
  4. (Optional) To connect to
    Rally
     using a proxy server in a
    Clarity
     on-premise environment, specify the following proxy server information. If you are accessing
    Rally
     through a non-authenticated proxy, provide the proxy server and port details only. If you are accessing
    Rally
     through an authenticated proxy, also provide the proxy username and password. After defining the proxy server information, restart the
    Clarity
     app and bg services.
    • Proxy Server:
      Defines the name of the proxy server. Provide the full URL starting with http or https.
    • Proxy Port:
      Defines the port for the proxy server.
    • Proxy User Name:
      Defines the user name for connecting to the proxy server.
    • Proxy Password:
      Defines the password for connecting to the proxy server.
      If you do not have the proxy server information, contact your network administrator. If the connection to
      Rally
       is unsuccessful, review the proxy server logs to make sure the IP address is allowed.
  5. Click
    Save
    .
    The Agile Central tab appears. The tab appears only if the Agile add-in is installed.
  6. Click the
    Agile Central
    tab. For
    Integration Type
    , select one of the following options based on your decision in the planning phase:
    • Select
      Portfolio Item
      to integrate
      Clarity
       projects with
      Rally
       portfolio items and click
      Save
      . The
      Integration Policy
       tab appears.
      image2018-11-20_17-36-5.png
    • Select
      Investment
      to integrate a
      Clarity
       project with
      Rally
       investments and click
      Save
      . The
      Portfolio Item Hierarchy
       tab appears.
      image2018-11-20_17-35-46.png
      For more information about the integration types, see Determine the Integration Type.
  7. Create the following defaults for tasks:
    • Task Open for Time Entry:
      Specifies that the tasks created in
      Clarity
       are open for time entry. If you do not select this option, the default setting from the task object definition takes effect.
    • Task Cost Type:
      Defines the default cost type value to use when a task is created in
      Clarity
      . The default value is used only for task creation, not for updates.
    • Task Charge Code:
      Defines the default charge code value to use when a task is created in
      Clarity
      .
    When a parent
    Clarity
     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
    Clarity
     cannot have actuals or assignments. The situation applies when synchronizing user stories or portfolio hierarchy items from
    Rally
     to
    Clarity
     tasks.
  8. Click
    Save
    .
  9. Depending on the type of integration you create, complete one of the following tasks:
    1. To integrate with
      Rally
       investments, complete the steps described in the section.
    2. To integrate with
      Rally
       portfolio items, complete the steps described in the section.
Define the Portfolio Item Hierarchy (Investment-Level Integrations Only)
If you are integrating with investments, complete the steps in this section. On the
Portfolio Item Hierarchy
 tab, specify the portfolio items and their hierarchy levels or ordinals that you want to associate with
Rally
 investments. The integration uses the Ordinal field values as follows:
  • Associates a portfolio item type with a position in the portfolio item hierarchy.
  • Determine the type of work item or portfolio item allowed for parents and children.
The Ordinal field value starts with 0 for the lowest level of portfolio item (such as Feature), and increments by 1 for each portfolio item type as you go up in the hierarchy. As an administrator, you are responsible for creating the portfolio hierarchy data in
Clarity
. For information on getting the ordinal value for each portfolio item type, see the Get the Portfolio Item Type Ordinals section
Follow these steps:
  1. Click
    New
     to create a row for each level in the portfolio item hierarchy that exists in the
    Rally
     workspace.
  2. Enter the portfolio item type name such as epic, initiative, or feature. The value must match exactly the portfolio item type name in the
    Rally
     workspace.
  3. Enter the portfolio item type hierarchy level or ordinal as it is defined in the workspace.
  4. (Optional) Select the
    Create and Sync Portfolio Items
     flag to bring the portfolio item level to
    Clarity
     as a task when the synchronization job runs. Select only the levels that are needed. You can skip levels in the hierarchy.
  5. Proceed to define an Agile Integration Owner.
Define the Integration Policy (For Portfolio Item Integrations Only)
If you are integrating with portfolio items, complete the steps in this section. The documentation reflects a
Rally
 portfolio hierarchy that is available and supported by default.
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. You can map to a maximum of two portfolio items to
Clarity
 projects. For example, you can map to feature at the P1 level and initiative at the P2 level. In
Clarity
, the P1 level item is mapped to a task and the P2 level item is mapped to a project.
Keep the following information handy:
Follow these steps
:
  1. On the
    Integration Policy
     tab, specify the following integration policy details:
    • Portfolio Item Type Map (Project):
      Defines the portfolio item type that you want to map to
      Clarity
       projects (for example, initiative). You can map a project to any level in the portfolio hierarchy except the lowest level.
    • Portfolio Item Type Map (Task):
      Defines the portfolio item type that you want to map to
      Clarity
       tasks (for example, feature). The portfolio item type must be at the lowest level. For the following integration directions, the portfolio item type has to be contiguous to the portfolio item type that you defined for the Portfolio Item Type Map (Project) field:
      • Clarity
         to
        Rally
      • Bidirectional
      For the
      Rally
       to
      Clarity
       integration direction, the portfolio item type
      does not
       have to be contiguous to the portfolio item type that you defined for the Portfolio Item Type Map (Project) field. 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
      . The task has the same name as the project and all the details from
      Rally
       are rolled up to that task during synchronization.
      Do not change the value for the
      Portfolio Item Type Map
       fields for projects and tasks after the initial synchronization. Changing either value can break the connection with
      Rally
      .
    • Create and Sync Tasks:
      Specifies whether to synchronize the
      Clarity
       tasks with the
      Rally
       portfolio items.
    • Select the integration direction in the
      Create Direction
      field. For more information about the integration direction, see Determine the Integration Direction.
    • The Create Direction field works with the Synchronize option for tasks in a project that is integrated with
      Rally
      . For each task marked as Synchronize, a corresponding portfolio item is created in
      Rally
      .
    • Create and Sync Team:
      Specifies whether to synchronize the
      Clarity
       project team with the users assigned to
      Rally
       portfolio items.
    • Team Open for Time Entry:
      Specifies whether the team members that are synchronized from 
      Rally
       are open for time entry in
      Clarity
      . Select one of the following options for the integration instance:
      • Yes
        : All the resources that are added to the
        Clarity
         project team from
        Rally
         are open for time entry.
      • No
        : All the resources that are added to the
        Clarity
         project team from
        Rally
         are not open for time entry.
      • Select
        : The Open attribute value on the Team Object is considered for determining whether the resources that are added to the
        Clarity
         project team from
        Rally
         are open for time entry.
    • Specify the
      Default
      Rally
       Owner ID
       and 
      Default
      Rally
       Project ID
      that you fetched from
      Rally
      .
  2. Click
    Save
    .
    The integration configuration is completed.
  3. Proceed to define an Agile Integration Owner.
Import the Signed Certificate (On-Premise Only)
The following procedure applies only to on-premise integrations of
Clarity
 with
Rally
  SaaS. Customers who install
Rally
 on-premise have the option to generate their own certificate, purchase a certificate from a third party vendor, or use the
Rally
 certificate that is installed by default. On-prem
Rally
 integrations with
Clarity
 are not supported.
Clarity
 on-premise or SaaS integrations are only supported with
Rally
  SaaS edition.
  1. If you obtain your signed certificate from a third-party vendor, import it to the
    Rally
     on-premise console. See
    Rally
     Control Panel    .
  2. Import the same certificate into the JDK/JRE path for your
    Clarity
     environment:
    1. Navigate to the JDK/JRE file location in the
      bin
       directory on your
      Clarity
       environment.
    2. Go to
      cacerts
       and insert the signed certificate with the following command:
      keytool -import -keystore cacerts -alas <adcert> -file <certificate.cer> -keyalg RSA -trustcacerts -storepass changeit
  3. Restart services for both
    Rally
     and
    Clarity
    .
If the Synchronize
Rally
 job fails with handshake SSL errors, verify both systems are using the same certificate. If the job fails due to an invalid workspace ID or configuration value, verify all the integration property values and enter them again. Complete the remaining setup tasks on this page and run the Synchronize
Rally
 job again.
Define the Agile Integration Owner
Define a
Clarity
 user as the Agile Integration Owner who can schedule and run the background sync jobs. The jobs synchronize data between
Rally
 investments, portfolio items, and
Clarity
 projects and tasks. The jobs also create investments and other portfolio items in
Rally
 based on
Clarity
 projects.
Assign the required access rights to the Agile Integration Owner so they can update the project and associated team and tasks. If the agile summary pages for the project and tasks are secured, assign the secure subpage rights to the Agile Integration Owner.
Follow these steps:
  1. In
    Classic PPM
    , click
    Administration
    ,
    Project Management
    ,
    Settings
    .
  2. Select a user as an 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
    • Project - Edit Management
      (for specific projects, or for all projects)
  4. Assign the following access rights to the integration owner for investment type integrations:
    • Agile Central Investment - Create
    • Agile Central Investment - Edit All
  5. Assign the following access rights to the integration owner for portfolio item type integrations:
    • Portfolio Item Type - Create
    • Portfolio Item Type - Edit All
    • Portfolio Item Type - View All
    • Portfolio Item Type - XOG Access
  6. Depending on what data you are pulling from
    Rally
     to send to
    Clarity
    , assign the following additional rights:
    • Resource - View
       (for specific resources, or for all resources)
    • Resource - Hard Book
       (for specific resources, or for all resources)
Schedule Background Jobs
Depending on the frequency at which you want to synchronize the data between
Clarity
 and
Rally
, set up the following jobs to run at scheduled intervals. For information on scheduling jobs, see Run or Schedule a Job.
  • Create Agile Central Investments:
     Run this job to create investments in
    Rally
     using information from the
    Clarity
     project. Use the job for integrating with
    Rally
     investments.
  • Synchronize Agile Central:
     Run this job to synchronize
    projects with
    Rally
     portfolio items and investments. Use the job for integrating with
    Rally
     investments and portfolio items.
The jobs read through all
Clarity
 projects that have the Synchronize option selected and an Agile System defined in their agile summary. See Jobs Reference for details.
Next Step: