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Rally setup

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Connect Flow with Rally (CA Agile Central) to visualize your ticket activity in Work log.

Important: Use a service account to create this integration. Learn more about creating a service account.

Rally ticket data is only available in Work log and the Customer API. No Rally ticket data is available in other ticket reports.

Create a Rally integration

To create a Rally integration:

  1. Click Settings in Flow's top navigation bar.
  2. In the left navigation under Integrations, click Integrations.
  3. Click Add Integration in the top right corner of the integrations page.
  4. On the following page select Rally Software from the Integration Provider list.
  5. Choose how you want Flow to connect to Rally. You can connect using a username and password or using an access token.
    • Username/Password - Input your Rally credentials and click Test connection. If the connection is successful, a success message appears. If the connection is not successful, verify that your username, password, and base URL are correct.
    • Access Token - On the Access Token tab input your access token and click Test connection. For more information on where to create an access token in Rally, see CA Technologies’ support document, How to create an API key (external site, opens in new tab). If the connection is successful, a success message appears. If you receive an Invalid credentials error message, verify your access token and try again.
  6. Click Next.
  7. Ensure the ticket service is toggled on and click Next.
  8. Name your integration to identify the account you connected with. Click Create. 
  9. You have successfully created a new Rally integration.
  10. Begin importing the projects you want to track in your reports by toggling the Import button to on for each project in the Tickets tab of your integration. No projects are imported by default.

In addition to importing your projects here, you can:

  • Auto import all projects auto imports all projects and continues to import new projects.
  • Pause all imports keeps new data from being imported. It does not remove existing data. To pause all imports, toggle the Auto-import all projects off.
  • Refresh all projects refreshes all ticket projects and discovers any new projects not already displayed in your Project list.
  • Enable or disable ticket services removes all data associated with the integration. To disable ticket services, toggle ticket services to off in the Services tab. To enable ticket services, toggle ticket services to on.

Learn more about managing integrations.

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Manage Rally ticket projects

To manage your imported Rally projects:

  1. Click Settings in the top navigation of Flow.
  2. Click Ticket projects under Integrations.

To learn more about managing your projects, see Managing ticket projects.

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