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This article instructs on how to set up an outbound integration with Rally in Cloudaware.

Integration Setup

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

Locate Rally Notification in Other Integrations. Click Add.

Fill in the required information:

Server URL

Username 

Password

Once credentials are provided, click Get Projects to select a project for the integration.

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

Fill in the Description in the html format. For example, you can use the following template with the CIS Benchmark 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.

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.

If you need help with workflow creation please contact your technical account manager.

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.

Add Rule Name (1), set Evaluation Criteria(2) and Rule Criteria(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

Add Workflow Action → New Outbound Message:

Fill out your Outbound Message details:

Specify the fields you used in 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 contact support@cloudaware.com. ?

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