Before starting the install make sure you have the following:

  • An active Stormboard Enterprise Account

  • A Stormboard Team Administrator who can do the setup in Stormboard

  • A Rally Subscription Admin or Worksplace Admin that access the Rally Application Manager to create an OAuth Client

  • A list of the Rally workspaces to be connected to Stormboard

Initiating the Integration

A. Open Two Tabs

  1. Stormboard Tab
    a. Go to https://stormboard.com/users/account
    b. Click on your team under My Teams in the left panel.
    c. Scroll down to Service Connections
    d. Click "Connections"
    e. Click "+ New Connections"
    f. Select Rally

  2. Rally Tab
    a. Navigate to your Rally Application Manager and OAuth Clients
    e.g. https://rally1.rallydev.com/login/accounts/index.html#/clients

B. Configure Rally

Fill in the following in the Stormboard tab

a. Connection Name - Name your Stormboard-Rally connection
b. Enabled - Set your connection to Active or Inactive
c. Default Connection - Select Yes or No to determine if the connection is the default in Stormboard
d. User Authentication -
i. Require OAuth Authentication - OAuth Authentication required with the Connection to access Rally information in Stormboard
ii. Use Service Account Credentials - Establish a Service Account on Stormboard creating universal access to your Rally environment for your Stormboard users
Note: Using Service Account Credentials will associate all Work Items and changes done in Stormboard to that Service Account
e. Callback URL - Copy the callback URL and paste it to the OAuth Client in Rally (Step 2)
f. Client ID - Copied from Step 2 in Rally
g. Client Secret - Copied from Step 2 in Rally
h. Establish Connection - OAuth into Rally establishing the connection
i. Allow Access

i. Click Save

Fill in the following in Rally Application Manager

a. Application Name - Add Stormboard or title your connection name
b. Callback URL - Paste the Callback URL from Stormboard here

c. Click Next

d. Homepage URL - Optional

e. Callback URL - Carried over from previous input

f. Description - Add a Description of your Connection - Optional

g. Client ID - Copy to Stormboard in Step 1

h. Client Secret - Copy to Stormboard in Step 1

i. Click Save

C. Test your Connection in Stormboard

The following article will walk you through a test of your integration

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