Tools: Rally - TestRail

Tools: Rally

This topic explains how to integrate TestRail with Rally. There are currently four ways to integrate TestRail with Rally, namely:

  • Using defect URLs to link test results to Rally
  • Using reference URLs to link test cases to Rally
  • Using the defect plugin for Rally to push and look up Rally issues in the Defects field of test results
  • Using the reference plugin for Rally to look up Rally issues in the References field of TestRail entities such as test cases, test runs, and milestones

You don’t have to use all listed integration options, and you can mix and match the integration with other tools. Configuring the integration usually only takes a few minutes. This guide explains how to configure the integration and how it works.

Defect URLs

The defect URLs are used to let TestRail know how to convert a Defect ID into a URL for your Rally instance. There are two types of URLs: View URLs and Add URLs.

The Defect View URL is used to build a link to Rally based on the Defect ID, so you can simply click on an ID to open the issue directly in Rally.

The Defect Add URL is used to create a link to the issue creation screen inside Rally. Once the URL is configured, a new Add link appears next to the Defects field in the Add Test Result dialog and the ‘Defects’ menu in TestRail’s Push Defect From Anywhere feature. This link allows you to jump to Rally’s New Issue form to report a new bug.

If you use the ‘Add’ link, you can copy the ID of your new Rally issue and enter it into any Defects or References field inside TestRail.

You can configure Rally’ URLs in TestRail globally under Administration > Integration or on a per-project basis within any project’s settings. Use the following example URLs to configure the addresses:

Rally Installation
Defect View URL: https://rally1.rallydev.com/#/search?keywords=%id% 
Defect Add URL: https://rally1.rallydev.com/#/dashboard?detail=%2Fdefect%2Fnew&fdp=true

Please make sure to replace rally1.rallydev.com with the actual URL of the Rally instance you want to integrate with.

If you have the defect plugin configured, you’ll also be able to hover over the defect ID to view the issue details directly from within TestRail.

Reference URLs

The reference URLs are implemented in a very similar manner to Defect URLs described above. The primary difference is Reference URLs are used for the ‘References’ field on various TestRail entities (instead of the Defects field).

The Reference View URL is configured in the same manner as described above and allows TestRail to create a direct link to a Rally based on an ID entered into a References field.

The Reference  Add URL is also configured in the same way as the Defect Add URL. Once configured, an ‘Add’ link will appear next to each References field in your instance or project. If you use the ‘Add’ link, you can copy the ID of your new Rally issue and enter it into any Defects or References field inside TestRail.

If you have the Reference plugin configured, you’ll also be able to hover over a Reference ID to view the issue details directly from within TestRail. Keep reading to learn how to use and configure the Defect and Reference Plugins.

 

Defect plugins

Defect plugins can be used to implement a tight bug tracker integration and TestRail comes with a ready-to-use Rally defect plugin. To configure the defect plugin, select Administration > Integration and select Rally in the Defect Plugin dropdown list. The next step is to configure all the necessary connection settings. Project-specific plugins and configuration settings can optionally be specified under Administration > Projects.

Please make sure to use your workspace ID and not the workspace name. The ID can be found found in the URL bar when logged into your Rally instance.

When the defect plugin has been configured, a new Push link is shown next to the Defects field in the Add Test Result dialog. Clicking the link will open a popup dialog that enables you to push a bug report to Rally without leaving TestRail.

Once the test result is added, hovering the mouse cursor over a defect ID will open a window with useful information and status details about the defect in Rally.

Customizations

The Rally defect plugin was built to work with a standard Rally configuration. TestRail allows you to customize the fields which appear in the Push dialog as well as when hovering over Defect IDs. Preconfigured push fields and hover fields can be set to ‘on’ or ‘off’ in their respective [push.fields] and [hover.fields] sections, or change the order in which they appear by the fields in each section.

Please keep in mind some fields (such as the title field) are always enabled and may not appear in these sections due to always beings required by either TestRail or Rally.

The Rally Defect Plugin also supports modifying field properties as well as custom fields.

In addition to enabling, disabling, or re-organizing fields as described above, it’s also possible to change additional options per field. To do this, you would define a section for the field, such as [push.field.description] and specify additional options within this section.

[push.field.description]
label=Detailed Description
required=true

Please see below for full list and explanation of the available field options:

Option Description
label Specifies the display name of the field in the Push Defect dialogue (Required for custom fields)
list_type ‘checkbox’ (for True/False values), ‘user’ (to populate a user list), or blank (e.g. ‘list_type=’) if not a checkbox or user field. (Required for custom fields if type is dropdown, multiselect, or date)
size Specifies whether the field is displayed as a compact field (compact) or uses the full width of the dialogue (full)
remember Specifies if previously selected values for this field should be remembered and restored the next time the Push Defect dialogue is opened
required Specifies if this field is mandatory or optional and whether users are required to enter a value for this field in the Push Defect dialogue
type Specifies the type of this field, please see section Custom fields below for a list of supported field types (Required for custom fields)

 

Custom fields

You can also use the above-mentioned approach to add custom fields to TestRail’s Push Defect dialogue. To do this, simply add a line with your custom field to the [push.fields] section to add a field. Custom fields are designated by c_<field_name>.

[push.fields]
...
description=on
c_customer=on

Then, add a [field.settings.c_<field_name>] section. This section is required so the plugin can push and/or retrieve data from your tool.

The following is an example custom field configuration:

[field.settings.c_<field_name>]
label=Customer
size=compact
type=dropdown
required=true

The following field types are supported:

Field Type
Description
date A string field which accepts a YYYY-MM-DD or similarly structured date value. Formatting may depend on the integrated tool’s requirements
dropdown A dropdown list that allows users to select one of the multiple options
multiselect Allows users to select multiple, pre-defined options
string A small free-text field for up to 250 characters
text A large free-text field without practical size limitations

 

Attachments

The Rally Defect Plugin supports submitting attachments to Rally as well. This field can be turned on and off, but cannot be customized. To submit one or more attachments to Rally, simply drag the attachment to the attachments or description areas of the push dialog or click on the area to choose an attachment from your file system.

Rally Reference Plugin

Reference plugins can be used to retrieve additional information from IDs entered into the References field of TestRail entities, such as test cases, test runs, and milestones. The Reference Plugin is configured on the References tab of the integration settings in the same manner the Defect Plugin is configured.

The plugin supports hovering over Reference IDs but does not support a Push dialog for the References field. It is also possible to customize the fields which appear via link hovering and add custom fields, as described above.

If you have the Defect Plugin already configured for Rally, you can simply copy your [connection] and [hover.fields] sections from the Defect Plugin into the Reference plugin configuration. Alternatively, you can choose different fields to be displayed for References and Defects.

Additional Customizations

TestRail also supports custom defect plugins. If your team uses TestRail Server, it is possible to futther customize the defect plugin (or build your own) to support additional field types or other data. Please see out documentation here for additional information.