Rally Idea Manager Integration Setup

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

In Rally:

In Rally Idea Manager:

Create a user in Rally for Rally Idea Manager

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

  1. Select a workspace in Rally 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: Rally Idea Manager
  6. For the integration user you defined above, set the user permission to one of the following.

    Note: Rally strongly recommends 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 Rally subscriptions that have a large number of workspaces and projects. Only use that option if you have less than a couple of workspaces and 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 Rally 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 Rally with instructions for setting the password for rim_user@<yourcompanyname>.com.

Create custom fields in Rally

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

  6. From the Actions button, select New Field under Work Item Actions.
  7. Create the Idea Votes custom field.
    This field is used to reflect the total number of idea votes connected to that idea. When a story is linked to multiple ideas, the sum of votes across all the linked ideas is displayed in this field. The field is updated as Rally Idea Manager users promote and demote ideas, providing a real-time view of actual votes in support of implementing the story.
  8. Update the form with the following information, then click Save & Close:
    • Name: Rally_ideas_votes
    • Display Name: Idea Votes
    • Type: Integer
    create field

  9. From the Actions button, then select New Field under Work Item Actions.
  10. Create the Idea URL custom field.
    This field provide navigation to the idea in Rally Idea Manager from Rally so Rally users can read the conversation (idea comments) happening in Rally 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.
  11. Update the form with the following information, then click Save & Close:
edit field

Define the parameters for the connection to Rally

You must be an administrator in Rally Idea Manager to manage the connection between Rally Idea Manager and Rally.

From Rally Idea Manager:

  1. On the Ideas tab, click the Rally Integration setup link.
  2. Enter the information for your Rally Idea Manager user and your Rally subscription URL.

    Your subscription URL may look like: https://rally1.rallydev.com/slm.

    If you are using the evaluation version of Rally, your URL will look like: https://trial.rallydev.com/slm.

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  4. (Optional) Specify default values for fields in Rally.

    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.

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  6. Click Next.
  7. Specify the idea status that should be updated when the corresponding user story's status is updated. Specify these statuses for each workspace.

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

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  9. Click Save.
  10. setup done

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