Setup
Log in to Cloudaware CMDB → click Admin under your username in the upper right corner.
Locate Rally Notification ie Other Integrations. Click Add.
Fill in the form with
Server URL
Username
Password
Click on the 'Get Projects' tab to choose the project for the integration.
Fill in the Name of the defect, that will be created in Rally.
Fill in the description in the html format, Environment and Severity fields.
For example, you can use this template with the CIS Benchmark Checks fields:
'<p>New high severity violation: <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> ' + sObject.Policy_Name__c + '<br />' + '<strong>Subject:</strong> ' + sObject.CA10__subject__c + '<br />' + '<strong>Severity:</strong> ' + sObject.Severity__c + '<br />' + '<strong>Status:</strong> ' + sObject.CA10__status__c + '<br />' + '<strong>Incompliant Start Date:</strong> ' + sObject.CA10__incompliantStartDate__c + '<br />' + '<strong>Account</strong>: ' + sObject.CA10__awsAccount__c + '</p>'
Check the form and click Save.
Check the status of the integration.
Workflow Rule Setup
If you need help with workflow creation please contact your technical account manager.
From Cloudaware Admin go to Setup → Create → Workflows & Approvals → Workflow Rules → New Rule:
Select the object. In our use case we are using Cloudaware Benchmark Check. Click Next.
Add Rule Name, set Evaluation Criteria and Rule Criteria as shown below:
You can find 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 the fields 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 details