Setting up Rally as a Source

Setting up Rally as a source allows Guru to access your agile project management data to power AI-generated answers. This article walks you through connecting your Rally workspace to Guru, helping your team surface insights about user stories, sprints, and releases to improve visibility, alignment, and collaboration through centralized, AI-enhanced knowledge sharing.

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Access Required
Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Rally Access: You need to have access to generate an API Token in Rally to connect.

Setting up Rally as a Source

In Guru, go to Manage.
Select Sources, then click Add Source.
Choose Rally Artifacts from the list of integrations.
(Optional) Filter your ticket data by date to narrow the scope of what is synced to Guru.
Authenticate using your Rally API Token. To find your API Token, navigate here, select Create new API key, enter a description for the key, and make sure Full Access is selected. Paste the API Token where prompted.
Add a display name for the Source (optional) and click Connect Source.
Assign which Guru Groups should have access to this content.

Objects synced from Rally

Primary objects are the objects used to generate the search record.

Rally Category	Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Artifacts (Stories, Defects, Tasks)	Primary Object: Ticket	User Stories, Defects, Tasks with details	• Name • Description • Ticket type • Status (Enum) • Due date • Creator (UUID) • Assignees (Array) • Parent ticket (UUID) • Ticket URL • Tags (Array) • Completed at • Remote created at • Remote updated at • Remote ID • Remote data • Priority • Collections (Array) • Account (UUID) • Contact (UUID)
Artifacts	Attachment	File attachments on tickets	• File name • File URL • Ticket (UUID) • Remote created at • Remote ID • Remote data
Artifacts	Comment	Comments/discussions on artifacts	• Body • HTML body • User (UUID) • Ticket (UUID) • Remote created at • Remote ID • Remote data
Artifacts	Tag	Labels/tags on artifacts	• Name • Remote ID • Remote data
Projects	Collection	Rally Projects and hierarchical organization	• Name • Description • Collection URL • Access level (Enum) • Parent collection (UUID) • Viewers (Unknown) • Remote created at • Remote updated at • Remote ID • Remote data
Users	Role	User roles and permissions	• Name • Remote ID • Remote data
Teams	Team	Workspace teams	• Name • Description • Remote ID • Remote data

Permissions

When you connect Rally as a source in Guru, you'll permission that content in Guru. Learn more here.
If someone is not provided with access in Guru to this source, they will not see Rally results in searches or when chatting with Guru.

Updated 14 days ago