External Systems (Integration)

Connecting to External Systems

The ability to interface with multiple external systems (defect trackers, ALMs, EA etc.) is another key feature of the tool. This interface allows incidents and/or requirements (depending on the tool you are integrating with) to be synchronized between Enterprise Tester and the external system. When synchronizing with JIRA, TFS and Rally, for all supported entities, full bi-directional synchronization is supported regardless of the system the entity (requirement / user story / incident / defect) was originally created in. The direction and scope of the synchronization is configurable when working with these external systems. When synchronizing with EA, only entities originally created in EA and imported into ET will be included in the synchronization. Only requirement updates are supported when synchronizing from ET to EA. For more information, please see the help article related to your external system in the list of help topics for configuring project links below.

Enterprise Tester interfaces with the following:

External SystemRequirements/ User StoriesTest Cases/Use CasesIncidents/ Defects
Enterprise Architect (Sparx Systems)YesYesNo
JIRA (Atlassian)YesNoYes
Rally (Rally)YesNoNo
Team Foundation Server - TFS ( Microsoft)YesNoYes

Enterprise Tester adds a reference to the external ticket ID on the incident. This is visible as a hyperlink on the entity or in the External Identifiers column of the entity summary screen grid.

Entity

 

Summary Grid

 

 

Add an External System

To add a connection to an external system:

  • Open the Admin tab of the tree view.

 

  • Click on Extensions and double click External Systems on the navigator.

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  • From the External Systems summary screen, you can view all existing connections and view their enabled and configuration status. Click on Add from the toolbar and add a name for your external system connection and select a connection type: Enterprise Architect, JIRA ( 4 - 5.1), JIRA, Rally or TFS 

 

  • The configuration screen of the external system type you chose will appear:

Enterprise Architect

 

Connection Type

Select the EA repository type from the drop down list.

Connection String

The connection string details are dependent on the connection type. See the Enterprise Architect help topic for more information.

Disable Import Feature

This feature disables the ability to import from EA. It can be useful if you would like to enable the feature for an import and then disable them after the process is complete to limit other users from initiating the process. When disabled, the Import button is no longer available on the project link screen.

Disable Update EA Feature

This feature disables the ability to update EA with the changes made in ET (updates and deletions). As the update feature will update all values in EA regardless of which system holds the latest change, this feature can give you some control over when updates are made. When disabled the Update EA button is no longer available on the requirements type project link screen. (ET does not support updating EA Use Cases so the use case type project link screen will be unaffected).

 

JIRA and TFS

 

Name

Enter a name for the external system that will identify it within Enterprise Tester.

Enabled

Check this box to enable the connection to the external system.

 URL

Enter the URL path for the external system. The URL should take the following forms:

JIRA: http://URL/rpc/soap/jirasoapservice-v2?wsdl          

e.g. http://localhost:8080/rpc/soap/jirasoapservice-v2?wsdl

TFS: http://<ServerURL>/<Project Collection>                     

e.g.http://tfs2010server.com:8080/tfs/ProjectET

UserName

Enter a gateway* username for the external system.

Password

Enter the password for the gateway username.

Ignore Remote

Check this box to ignore invalid remote certificates.

The Gateway Account should be set up as an administration account in JIRA/TFS. This will allow creation, and update of incidents across all projects and will hold sufficient privileges to support enhanced functionality when further integration features are implemented.

Rally

 

Name

Enter a name for the external system that will identify it within Enterprise Tester.

Enabled

Check this box to enable the connection to the external system.

 URL

Enter the URL path for the external system. This can be left blank is you are working with a non-trial hosted instance of Rally.

If you are using a trial hosted version of Rally. The URL is:

https://trial.rallydev.com/slm/webservice/1.42/

UserName

Enter a gateway username for the external system. This user should have admin permissions and access to all relevant workspaces.

Password

Enter the password for the gateway username.

When you have completed all the details click on ‘Save’.

Enterprise Tester will test the external system and will save all details if the connection is validated.

Enterprise Tester comes complete with the Enterprise Architect, JIRA, TFS and Rally interface modules and connections can be configured immediately. 

The next step is to set up your links between your ET and external projects.

Advanced Settings (JIRA and TFS Connections)

Advance settings only applies to JIRA  and TFS  connection.  Advance settings allows you to configure which custom fields from your external system will be synchronized with ET. By default, all the custom fields in the defect tracker will be selected for synchronization.

To access the Advanced Setting screen, from the Edit External Systems screen select the Advanced Setting button on the bottom right corner of the screen:

The Advance Setting edit screen will appear. Here you can select the custom fields to synchronize. Note that if you chose to custom configure the custom fields to synchronize, you will need to manually select any additional custom fields that are added to your external system if you wish to synchronize them. By default, they will not be selected for synchronization. An Enterprise Tester system administrator will need to update this configuration to include the new custom fields for synchronization.

Once you have updated the custom field synchronization configuration click Save and Close. A refresh lookups will also need to be performed after adding custom fields to the synchronization configuration.

For each project in ET that you wish to synchronize with a project in your external system you will need to create a project link. There are 2 areas where you can create and configure your project links: The links tab of your external system or from the Project Links on the Resources tab of the navigator.

External System Links Tab

Once you have created your connection to the external system, click on the Links tab from the Edit External System screen. Click on Add from the tool bar.

The Add External System Link screen will appear. Complete the name and select the Link Source. This is the entity type you wish to synchronize only the entity types that are available to your external system type (EA, JIRA, Rally, TFS) will be available for selection.

Once you have selected the Source, additional fields to configure the ET project and the project will appear.

 

 

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. Please see the help topics for the tool you are integrating with. See the end of the page for a list of topic links. 

Resources Tab

From the Resources tab, click to expand Project Links. To view all configured links for your project, double click on your project.

To create a new project link select "New" from the toolbar or from the navigator you can right click on your project and select Add New Project Link from the menu or from the navigator you can right click on your project. Complete the details selecting the JIRA connection that you created in the steps outlined in the above section and your JIRA project to link to. Now click on Save.

Once the project link to JIRA has been created, Enterprise Tester will initiate a refresh of all the metadata. This may take a few minutes.

Once the refresh look up completes, the next step is to complete the field configurations. Please see the help topics for the tool you are integrating with in the section below.  

Listed below are some additional help topics which describe the field configurations required for each external system. 

Enterprise Architect

Synchronizing Requirements with JIRA 4- 5.1

Synchronizing Requirements with JIRA 5.2 and Above

Synchronizing Requirements with JIRA 4 - 5.1

Synchronizing Requirements with JIRA 4 - 5.1Synchronizing Incidents with JIRA 4- 5.1

Synchronizing Incidents with JIRA 5.2 and above

Synchronizing Requirements with Rally

Synchronizing Requirements with TFS

Synchronizing Incidents with TFS