CA Agile Central Idea Manager Integration Setup

Some of the features listed in this document are currently in Beta, please get in touch with your Subscription Administrator for more information.

To have your Ideas site set up, please contact your CA Agile Central Sales Representative to get started. If you are unsure of who to contact, please Contact Support for assistance.

To set up the integration between CA Agile Central and CA Agile Central Idea Manager, you will perform setup tasks in both tools.

In CA Agile Central:

In CA Agile Central Idea Manager:

Create a user in CA Agile Central for CA Agile Central Idea Manager

You must be a workspace or subscription administrator in CA Agile Central to create a user. If you do not have these permissions, ask your CA Agile Central administrator to log in for you.

  1. Select a workspace in CA Agile Central where you will create user stories from ideas.
  2. Select Setup mode on the top-right menu.
  3. Click the Users tab.
  4. Click the + Add User button.
  5. Enter the following information:
    • User Name: rim_user@<yourcompanyname>.com
    • Email Address: <your email address>
    • Display Name: CA Agile Central Idea Manager
  6. For the integration user you defined above, set the user permission to one of the following.

    Note: CA Agile Central strongly recommends that you set a workspace user with only Editor permissions on projects in which ideas will be promoted to stories. Setting the user permissions to either a subscription or workspace administrator will result in performance degradation for CA Agile Central subscriptions that have multiple workspaces and projects. Only use that option if you have one workspace and less than a dozen projects.


    • Workspace user: Restricts the integration to create stories in one or more specific projects. Set workspace access rights to User, then expand the Project tree and select Editor for each project where CA Agile Central Idea Manager will create stories. Note: View permissions will not enable the integration.
    • Workspace administrator: Restricts the integration to create stories in all projects for one or more specific workspaces. Set workspace access rights to Admin for each workspace desired.
    • Subscription administrator: Enables the integration to create stories in all workspaces and projects. Select the Subscription Admin checkbox.
  7. Leave the default values for the remaining fields.
  8. Click Save and Close.
You will receive a welcome email from CA Agile Central with instructions for setting the password for rim_user@<yourcompanyname>.com.

Create custom fields in CA Agile Central

You must be a workspace or subscription administrator in CA Agile Central to create custom fields. If you do not have these permissions, ask your CA Agile Central administrator to create them for you.

  1. Select Setup mode from the top-right menu.
  2. Click the Workspace and Projects tab.

  3. Select the workspace in CA Agile Central where you will create custom fields for user stories.
  4. Click the Fields link in the sidebar.
  5. From the Work Product Type drop-down menu, select user story, defect, or portfolio Item.
  6. From Actions, select New Field under Work Item Actions.
  7. Create the Idea URL custom field.
    This field provide navigation to the idea in CA Agile Central Idea Manager from CA Agile Central so CA Agile Central users can read the conversation (idea comments) happening in CA Agile Central Idea Manager. Note that when linking multiple ideas to a story, a better place to access the idea URL is in the story Discussions page where URLs for each linked idea are listed.
  8. Update the form with the following information, then click Save & Close:
edit field

Define the parameters for the connection to CA Agile Central

You must be an administrator in CA Agile Central Idea Manager to manage the connection between CA Agile Central Idea Manager and CA Agile Central.

From CA Agile Central Idea Manager:

  1. On the Setup tab, click the Plugins link.
  2. Enter the information for your CA Agile Central Idea Manager user.
  3. (Optional) Specify default values for fields in CA Agile Central.

    You must do this for every available workspace. Default values are case-sensitive. If a field is listed as required on this screen, you will have to specify a default value.

    The field type and allowed values display for the fields, which can help you determine a default value.

    Note that the fields that display on this screen will vary based on the workspace you select.


  4. Click Save.
  5. Specify the idea status that should be updated when the corresponding user story, defect, or portfolio item status is updated. Specify these statuses for each workspace.

    If you select Do Not Update for each row, the Update statuses from CA Agile Central option is removed from the user interface. Changes made to this screen take effect after an administrator selects the Update statuses from CA Agile Central link.


  6. Click Save.

Feedback

Need more help? The CA Agile Central Community is your one-stop shop for self-service and support. To submit feedback or cases to CA Agile Central Support, find answers, and collaborate with others, please join us in the CA Agile Central Community.