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Synchronizing Requirements 

Enterprise Tester supports full bi-directional synchronization of requirements/user stories with Rally.  Key Features include:

  • Configurable import filtering by: Iteration, Owners, Statuses, Releases, Scheduled States and Tags;
  • Configurable Synchronization Schedules - Adhoc (manual), Periodic (set time interval) and Daily;
  • Support for child user stories supported;
  • Rally User Story ID on the requirement in ET; and
  • Trackback comment with a link to the ET requirement added to the Rally User Story Discussion.

Once the Rally connection has been created (see External Systems (Integration)), you can begin associating projects in the Rally with projects in Enterprise Tester. Project links can be created and managed either from the Resources tab on your tree view navigator or on the External System Links tab.

External System Links Tab

From the Admin tab, Expand Extensions and double click on External Systems.  From the External Systems summary grid, double click the External System you wish to create a link for.  Then navigate to the Links tab. Click on Add from the tool bar.

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Once you have completed the screen click on OK.  The External Links Details screen will appear.  No you will need to complete the Field Configuration and set up the synchronization schedule.  See the Configure the Requirement Link section below. 

Resources Tab

From the Resources Tab in the navigation pane, click to expand "Project Links". To view all configured links for your project, double click on your project.

  1. Click on the ‘Resources’ tab in your tree navigator and click to expand ‘Project Link’.
  2. Right click on your project and select ‘Add New Project Link’, the Add Link screen will appear.
  3. Enter in the Name for the link, and select from the dropdowns:


    • Source is the entity type you wish to synchronize.  Select Requirements
    • The ET Project will be pre-selected
    • Destination is the configured external system to use for this link. Select your Rally external system
    • Select the Rally Project to synchronize with.

Once the project requirement link is set up, you will be displayed the screen below and will need to perform additional configuration.

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  1. To complete the field mappings, click on the “State” Map field and select ‘Edit’ from the tool bar.
  2. Complete mapping Enterprise Tester field values to Rally field values.
  3. Click “save”.

Scheduling Requirement Synchronization

Now that your configuration and field mappings are complete you are ready to synchronize. The synchronization frequency can also be configured from the Schedules tab. There are 3 options that can be configured:

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You can use the tool bar to add a new scheduled synchronization, delete an existing configuration, enable or disable an existing schedule, configure an existing schedule or manually initiate a synchronization.

Synchronization History

You can view the Synchronization history from both the synchronization configuration screen and the individual synchronized entities. From the configuration screen you can view all synchronization events, select to only view errors, export the synchronization events to a csv file or clear the history.

 

Deleting requirement project links will stop the synchronization between Enterprise Tester and your external system. When deleting the link you will have the option to delete the link and remove all external link references or to retain these references. These include the trackback comments and the defect issue link placed in Enterprise Tester. Note that if you chose to delete the references. This will only affect Enterprise Tester. References to Enterprise Tester in your external system cannot be removed, but all references in Enterprise Tester to your external system will be removed.

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