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The AgilityHealth integration with Rally allows companies to create and maintain teams, team members, and stakeholders in AgilityHealth aligned to your Projects in Rally. Once set up, performance metrics for the team can be synced from Rally to AgilityHealth and viewed on the 4 Lenz Dashboard.

Coming in future releases: Teams will be able to sync team growth items and manage them in Rally, along with their planned work. Additionally, some questions from our TeamHealth Radar assessments will be auto-populated with answers as they relate to Rally data.

Watch a video on how the Rally integration works below, using our import wizard to automatically connect Rally to your teams in AgilityHealth.

Add Connection and Manage Linked Teams

Your company will need to create a connection between AgilityHealth and your company's Rally Workspace. In the Settings area of AgilityHealth, visit Manage Integrations and then click the Link button for Rally to add a connection. If a Manage button is visible, a connection has already been established.

Important Rules to Know Before Linking:

When you enter your credentials and click Confirm, the import wizard will run if the checkbox is checked. The import wizard automatically links Projects in Rally to existing teams in AgilityHealth or creates new teams in AgilityHealth. This allows your company to begin using the 4 Lenz Dashboard without linking projects to teams manually.

If you would rather create the integration and then link teams in AgilityHealth to your Rally projects manually, uncheck the box. 

If you use the import wizard (checkbox is checked):

1. The synch from Rally to Agility Health is a one-way synch. Changes in AgilityHealth do not sync back to Rally.

2. Existing teams in AgilityHealth that have the same name as a project in Rally AND are at the same level of the hierarchy will be linked.

• If a project and a team have the same name but are not at the same level of the hierarchy, then a new team will be created in AgilityHealth for the project. 
  • If a team has had its hierarchy level changed in Rally, a new team will be created in AgilityHealth, which will be a duplicate of the existing team but at the new team level. This will cause issues in AgilityHealth so please be sure you understand the consequences.
• When new teams are created in AgilityHealth from Rally projects, teams are created from the bottom up. Parent-child relationships in AgilityHealth are inherited from the Rally project hierarchy.
  • Teams at the bottom of the Rally project hierarchy will always be created as individual teams in AgilityHealth.
  • ART projects in Rally are created as multi-teams in AgilityHealth.
  • Solution projects in Rally are created as enterprise teams in AgilityHealth.
  • Division projects in Rally are created as n-tier teams in AgilityHealth.
  • When the hierarchy levels of projects in Rally are not the same throughout all the projects in Rally, this will cause some teams in AgilityHealth to be 'assigned' and some to be 'unassigned'. 

3. Team members and Stakeholders in Rally projects are automatically added to their respective teams in AgilityHealth. We use the email address as the unique identifier for a user. Team members are not added to n-tier teams, they are only added to teams, multi-teams, or enterprise teams.

4. Your Customer Success Manager can help you add role tags in AgilityHealth to match the team member and stakeholder roles you use in Rally before you link Rally to AgilityHealth. 

• Role - This defines the team member's role on the team and designates if the team member will be created as an Individual, Team Admin, or Business Line Admin in AgilityHealth.
  • Users with a Scrum Master role in Rally can be added as Team Admins with access to their respective teams in AgilityHealth.
  • Users with a Release Train Engineer role in Rally can be added as Business Line Admins with access to their respective teams in AgilityHealth.
• Stakeholder Role - This defines the stakeholder role on the team in AgilityHealth.

5. The Type field in Rally defines the ”Work Type" field for teams in AgilityHealth.

6. The Method field in Rally defines the “Methodology" field for teams in AgilityHealth.

7. The Structure field in Rally is not used in AgilityHealth.

After ensuring your company's Role tags are set up to match what your company uses in Rally, you are ready to link Rally to AgilityHealth. After clicking the Link button, credentials will need to be entered. This information only needs to be entered one time. At this time, only one Rally Workspace can be linked to your company in AgilityHealth.

If the checkbox is checked, following authentication, you will be taken to the Link Team page and the linking process will begin.

When the process has been completed, you will get a confirmation message. 

If you use the import wizard and the Auto Sync check box is checked on the Link Team page, Rally and AgilityHealth will sync every night, or you can click the Sync button to start a manual sync. If you would like to turn off the nightly sync, uncheck the box on the right where it says 'Automatically sync changes from Rally to AgilityHealth'. Remember, this is a one-way sync from Rally to AgilityHealth only.

If you are not using the import wizard, you can manually link Rally Projects and AgilityHealth Teams using the dropdown fields, and then clicking the Link button in the bottom right corner. You cannot link AgilityHealth multi-teams, enterprise teams, or n-tier teams here.

You can unlink a team by checking the box in the team's row and then clicking Unlink.

Value Mapping

Be sure to review the Mapping tab. On this tab, you'll be able to customize the values mapped between AgilityHealth and Rally.

High Severity Mapping will define how your company tracks high-severity incidents in your Rally Workspace. This will track your lead time for high-severity incidents in the 4 Lenz Dashboard in AgilityHealth.

Coming soon: Escaped Defects Mapping will define how your company tracks escaped defects in your Rally Workspace. This will be used by the 4 Lenz Dashboard in AgilityHealth to track the amount of defects found in production.

Coming soon: When synching AgilityHealth growth items to Rally Projects, they will be created as the issue type you select here. Enter a tag name to help users identify which Rally Workitem Type is tied to AgilityHealth Growth Items. For example, you could enter AHGrowthItem. You'll also be able to map the priority levels for growth items in AgilityHealth and how they'll map to Rally.

Be sure to click Save to activate your changes.

Team Metrics and the 4 Lenz Dashboard

Once a team is linked to their Rally project, Iteration Data, and Release Data can be pulled directly into AgilityHealth. The data will be visible on the team's Metrics tab. When the 4 Lenz Dashboard is enabled for your company, the team's metrics will be pulled into that dashboard to populate most of the widgets.

Company Admins and Business Line Admins can access these metrics from the Link Teams tab in the Manage Integrations section of Settings by clicking the name of the team in the AgilityHealth Team column.

Users with permission to edit a team can also access these metrics from the Teams Dashboard. Simply locate the team and click the blue pencil Edit icon for the team. Once on the Team Profile tab, click on the Metrics tab and the Iteration and Release Data/Increment tables will then be seen. To refresh the data, click the Get Data button. This will take a few minutes so you can leave this page and return later. 

More enhancements are in development for our Rally integration. Stay tuned for updates!