...
Once you have completed the screen click on OK. The External Links Details screen will appear. Now you will need to complete the Field Configuration and set up the synchronization schedule. See the Configure the Requirement Link section 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.
- Click on the ‘Resources’ ‘Resources’ tab in your tree navigator and click to expand ‘Project Link’‘Project Link’.
- Right click on your project and select ‘Add ‘Add New Project Link’Link’, the Add External System Link screen will appear.
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 the screen below will be displayed the screen below and will need to perform additional configuration.
From the Edit Synchronization Configuration screen, click on the ET Configuration tab. Select the ET requirements package you wish to synchronize with. Here you can also select the filter criteria when synchronizing from ET to Rally. You can filter on Types, Statuses and Priorities. Once you have completed your configuration, click ‘Save’‘Save’.
Next, click on the External System Configuration. Select the entity type(s) (requirement, stories, epics etc.) to synchronize with Enterprise Tester and click ‘Save’‘Save’.
Here you can also select additional criteria including Iterations, Owners, Releases, Schedule States and Tags.
Note that by default all entities will be synchronized if you do not apply a filter. If the Rally field values do not appear in the field drop down list, you may need to initiate a refresh lookups Refresh Lookups which will refresh the Rally metadata.
Next, click on the Mapping tab.
This screen displays two tabs for outlining and configuring the steps undertaken when synchronization is initiated.
...
Next, set your field mappings in the direction of Enterprise Tester to the defect tracker - you will notice on the screen below that the Field Mapping is not currently configured. Please note that Enterprise Tester will prompt the administrator when a refresh lookups Refresh Lookups is either in progress or is required. This must be completed before configuring your field values. Refresh lookups Lookups will ensure that all the custom fields from your defect tracker and associated field values are up-to-date during field mapping.
...
Click to highlight and select ‘Map Fields’ ‘Map Fields’ and click on ‘Configure’ ‘Configure’ from the toolbar. Please note that Enterprise Tester may need to Refresh Lookups before you can proceed with your field configuration.
...
- To complete the field mappings, click on the “State” “State” Map field and select ‘Edit’ from the tool bar.
- Complete mapping Enterprise Tester field values to Rally field values.
- Click “save”“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:
...
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 reference 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.
...