This article instructs on how to set up an outbound integration with Rally in Cloudaware.
Integration Setup
1. Log in to Cloudaware account → click Admin under your username in the upper right corner.
2. Locate Rally Notification in Other Integrations. Click +Add.
3. Fill in the required information:
1Server URL - If you use SaaS Rally, server URL may be https://rally1.rallydev.com/ or https://eu1.rallydev.com/ depending on your location. If you run on-prem Rally, use your server public URL.
2Username - your Rally username
3Password - your Rally password
Once credentials are inserted, click 4Get Projects and select a 5Rally project for this integration.
Setup Defect details that will be displayed in Rally:
*Name - name for a Defect that will be created in Rally
**Description - the description for a Defect in html format
Here is a sample template with the CIS Benchmark Check fields:
'<p>New high severity violation: <a class="cke-link-popover-active" href="https://cloudaware-XXXX--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>'
WHERE
https://cloudaware-XXXX--ca10.na159.visual.force.com/ - is Cloudaware instance web address link
***Environment (optional) -
****Severity (optional) -
Click Save.
4. The green light in 'Status' means that your Rally Notification integration has been successfully added. If there is a red light, please contact support@cloudaware.com
Workflow Rule Setup for Notifications to Rally
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.
1. In your Cloudaware account go to Setup in the main menu under your username.
2. In the Quick Find box start typing workflows to select Workflows & Approvals → Workflow Rules → New Rule:
3. Select the object for the rule to be applied to and click Next. In our use case we are using Cloudaware Benchmark Check.
4. 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
5. Add Workflow Action → New Outbound Message:
6. 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.
7. Review the workflow and click Done.
8. Activate the workflow clicking Activate.
9. 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. ?