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Table of Contents

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2. On the right of the toolbar, click the Configure Data Sources icon. The data sources configuration opens.

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3. In the Data Sources Configuration window, in the Data Sources tab, select Rally Software. The Step 2. Configure Source pane opens.

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1. Configure credentials

The following information must be provided:

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Tip

API Token vs. Password

To ensure security you can use the "API Token" instead of a password for Rally Cloud. If a token is used login field should stay empty. How to generate API Keys in Rally - https://github.com/RallySoftware/rally-oauth-examples#api-key.

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Default credentials

If you enter an URL that coincides with any URL from Default Credentials, no password/login is needed. For more information, see PERF Administration.

Check connection

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2. Distribute workflows

Workflows represent processes on your project and give you control over the project's progress. PERF simplifies workflows by distributing each of them into three different buckets.
At this step issue statuses pulled from Rally Software project are to be distributed into 3 buckets: To DoIn Progress, and Done.

  • To Do: for statuses meaning the item is not ready for development.

  • In Progress: for statuses meaning the item is in development.

  • Done: for statuses meaning the item satisfies the "Definition of Done" criterion in a project.

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Change is applied immediately, data load is unnecessary.

For more details, see Include Sub-Items into Metrics Calculation.

Workflow updates type

Rally workflows could be changed and then a new status could be added or removed the existing one. To manage changes in the configuration you can choose between automatic and manual workflows update.

Workflow Updates Type

Description

Automatically

If any Rally workflow was changed, then the PERF application after next data load does the following:

  • Places a new status to a bucket at Workflows that coincides with the bucket the status belongs to in a task tracking system ("smart configuration").

  • Recalculates a metric based on a new workflow for the whole timeline after an incremental/full data load without a user's confirmation.

Manually

  • Data source card shows an alert "Workflow has been changed" when a change happened in a workflow in Rally.

  • Application shows new/renamed statuses as highlighted in Workflows table after a data load (Rally configuration>Workflows).

  • Removed statuses are listed in an error message above the workflows table.

  • Application recalculates metrics based on a new workflow after the user saves changes.

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3. Configure scope management

This section describes how to configure scope management for Rally data source.

Definition of ready

Is used to configure what work items are considered to be ready for development for the project, so the affected metrics are calculated correctly. Insert excerptJira IntegrationJira IntegrationnameStory_Points_in_DORnopaneltrue

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titleAffected metrics

Affected metrics

Details

Criteria can include issue type and status/label/custom field.

Statuses are taken from To Do and In Progress buckets at Project Settings>Data Sources>Jira>Workflows (see Workflow interpretation section).

Definition of work buckets

Configure what issues are considered as features, defects and debts on the project.

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titleAffected metrics

5. Configure on-time delivery targets

This step is necessary of you wish to use metrics to monitor commitments fulfilment, e.g. all critical bugs are fixed within 24h after reporting. 

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