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Integration Setup

Log in to Cloudaware CMDB account → click Admin under your username in the upper right corner.

Locate Rally Notification ie in Other Integrations. Click Add.

Fill in the form with required information:

Server URL

Username Username 

Password

Click on the 'Once credentials are provided, click Get Projects' tab to choose the select a project for the integration.

Fill in the Name of the a defect , that will be created in Rally.

Fill in the description Description in the html format, Environment and Severity fields. For example, you can use this the following template with the CIS Benchmark Checks Check fields:

'<p>New high severity violation:&nbsp;&nbsp;<a class="cke-link-popover-active" href="https://cloudaware-6398--ca10.na159.visual.force.com/' + sObject.Id + '">' + sObject.Name + '</a></p>' +
'<p><strong>Policy Name:</strong>&nbsp;' + sObject.Policy_Name__c + '<br />' +
'<strong>Subject:</strong>&nbsp;' + sObject.CA10__subject__c + '<br />' +
'<strong>Severity:</strong>&nbsp;' + sObject.Severity__c + '<br />' +
'<strong>Status:</strong>&nbsp;' + sObject.CA10__status__c + '<br />' +
'<strong>Incompliant Start Date:</strong>&nbsp;' + sObject.CA10__incompliantStartDate__c + '<br />' +
'<strong>Account</strong>: ' + sObject.CA10__awsAccount__c + '</p>'

Environment and Severity fields are optional.

Check the form and click Save.Check the status of the integration. 

The green light in 'Status' means your JIRA account has been successfully added. If there is a red light, please contact support@cloudaware.com

Workflow Rule Setup

Cloudaware can send an outbound message to Rally whenever a specific criteria is met, which will automatically create a defect in the appropriate Rally project. The workflow functionality allows to send outbound messages.

From Cloudaware Admin go to Setup → Create → Log in to Cloudaware account. Click Setup in the main menu under your username

In the Quick Find box start typing workflows to select Workflows & Approvals → Workflow Rules → New Rule:

Select the object for the rule to be applied to and click Next. In our use case we are using Cloudaware Benchmark Check. Click Next.

Add Rule Name (1), set Evaluation Criteria(2) and Rule Criteria as shown below:You can find more (3). Add Filter Logic if necessary. Click Save & Next.

In this example, we…

More information about workflow rules criteria here: https://help.salesforce.com/articleView?id=sf.workflow_rules_define.htm&type=5

Click Save&Next.

Add Workflow Action → New Outbound Message:

Choose Fill out your Outbound Message details:

Specify the fields you used in the Description in html format.

NB: The fields defined in the step 4 should be chosen in the outbound message setup, otherwise the fields will be undefined. 

Copy the endpoint URL from the integration with Rally in the Admin section.
Endpoint URL: paste the URL copied from the integration's detailsExample: Description when setting up the integration. Otherwise, fields will not be defined.

Copy the URL in integration details (e.g. https://inbound-dot-cloudaware-vm.appspot.com/inbound-message/rally/8c64842a-173b-4d59-bb0e-17524a017ae4) and and paste it in Endpoint URL. Click Save.

Review the workflow and click Done.

Activate the workflow clicking Activate.

Once outbound messages are set up, check your Rally Notification integration in Cloudaware. The green light in 'Status' means that the integration has been successfully enabled. If there is a red light, check API Key and Integration Key used for the integration or contactsupport@cloudaware.com. ?