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# Integrate PPM tasks with Rally projects

The integration between PPM tasks and Rally projects enables project managers, program managers, portfolio managers, or project stakeholders to view real-time status and progress of agile projects that are run in Rally from within PPM projects.

This section details on how to set up and use the integration.

In this topic:

## Add a Rally agile instance

A Rally agile instance is an environment where the Rally connector conveys the data from Rally to PPM.

### What integrations does a Rally instance support?

When you add a Rally instance, you will see several icons shown next to the instance name. They are indicative of what kind of integrations a Rally instance can support.

Icon | Meaning
--- | ---
TS | The agile instance supports time sheet integration: you can import effort from Rally to PPM time sheets.
WP | The agile instance supports work plan integration: you can link a Rally project with a PPM work plan task.

### Add a Rally instance as an administrator

1. Click the Administration button in the masthead.

2. From the Administration menu, click Integrations > Agile Tool Integration.

3. In the Instances area, CA Agile Central (Rally) line, click the Create Instance button +.

4. Provide the required information.

   Field (*Required) | Description
   --- | ---
   *Instance Name | Specify a unique name for the instance up to 50 characters in length. Instance names cannot include special characters.
   *Base URL | URL of the Rally server you want to integrate with PPM. Format of the URL: `http(s)://<server_address>`. If you have customized the Rally server, make sure you include the port number in the URL as well: `http(s)://<server_address>:<port>`
   Proxy Host | Host name of the proxy if you have configured a proxy for the PPM Server to access the Internet.
   Proxy Port | Port of the proxy if you have configured a proxy for the PPM Server to access the Internet.

5. Click Save.

6. Click Test Connection to test the connection with the instance.

   If a message appears stating that connection failed, click OK on the message, and then resolve the connection issue.

## Set PPM project as hybrid project

Only tasks in a hybrid project where only part of the project uses agile methodology can be linked to Rally projects.

For details, see Set PPM project as hybrid project.

## Link a PPM task with a Rally project

When you link a PPM task with a Rally project, the Rally project becomes a sub-project of the PPM hybrid project.

To do so as a project manager:

1. Open the hybrid project work plan.

2. Open a target task.

   Tasks that can be linked with a Rally project must meet the following requirements:

   - The task is a leaf task.
   - The task is not a milestone.
   - The task has no manually entered actuals. Tasks with actuals only synced from time sheets can be linked with a Rally project.
   - The task is not already linked to an RFC in Service Manager.
   - If the project is already integrated with Microsoft Project using an MSP plug-in or MPP file, the work plan should be fully controlled by PPM (under PPM-controlled mode) if you want to map the project tasks to Rally projects.
3. In the Hybrid Project tab, click Start Mapping.
4. In step 1, select a Rally instance, and click Next.

5. In step 2: User Configuration, provide the following information to decide what to import to the linked task, and click Next.

   Field (*Required) | Description
   --- | ---
   *Username | The user name you use to log on to the Rally server.
   *Password | The password you use to log on to the Rally server.
   *Subscription | Select a subscription where your Rally project belongs.
   *Workspace | Select a workspace where your Rally project belongs.
   *Project | Select a Rally project to map.
   *Level to Synchronize | Select the level of synchronization. For example, if you select Iteration, data synchronization occurs in the iteration level. The iterations you selected in Data Detail will be imported to PPM as the sub-tasks of the linked PPM task.
   *Data Detail | It works with the Level to Synchronize field. For example, if you select Iteration in Level to Synchronize, this field lists all available iterations.

6. Confirm the user configuration and click Submit.

   The one-to-one mapping is established, and the mapping information is displayed under the PPM task.

   The Rally logo is added in front of the PPM task, indicating that it is linked to a Rally project.

## View Rally project data from within PPM

After a Rally project is linked to a PPM task,

- You wait for the background service External Work Plan Sync to import the agile project's entities to the PPM project. These imported entities are listed under the linked task as leaf tasks.

- You cannot edit the imported entities in the PPM project. However, any changes are synchronized from Rally to PPM every time when the External Work Plan Sync service runs.

Exception cases for the External Work Plan Sync service

When one of the conditions occurs | External Work Plan Sync service would
--- | ---
PPM project is deleted PPM workplan is deleted PPM task is deleted | Delete the mapping.
PPM Project is completed or canceled The linked PPM task is completed or canceled PPM is integrated with MSP using MSP plug-in, and PPM project is set to Microsoft Project control mode or shared mode PPM task is mapped to a RFC | Skip synchronization on the mapping. Next time the service runs, it checks the state again.
The linked agile entity is deleted | Skip synchronization on the mapping and save the status.
Network connection issue or user authentication issue | Stop synchronization for all the mappings on the specific server and save the status.

The following table describes the one-to-one mapping of project process information between PPM and Rally.

Data in PPM | Data in Rally
--- | ---
Task name | Iteration name.
Schedule start | Schedule start time of user story's parent entity.
Schedule finish | Schedule finish time of user story's parent entity.
Actual start | If synchronization occurs in the release or iteration level, it is the same as schedule start time. If synchronization occurs in other levels, it is the same as parent feature's time.
Actual finish | If synchronization occurs in the release or iteration level, it is the same as schedule finish time. If synchronization occurs in other levels, it is the same as parent feature's time.
Scheduled effort | Total hours.
Percent complete | (Total hours - To do hours) / Total hours.
Status In Planning In Progress Completed | Defined In Progress Completed or Accepted

## Unlink Rally project from PPM task

1. Go to the Hybrid Project tab of the Task Details page for the linked task.

2. Next to the Rally instance information, click Unlink.

   A warning message pops up.

3. Click OK.

   The link between the Rally project and PPM task is cancelled immediately.

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