This topic is relevant for NextGen Synchronizer only, embedded in Agile Manager's configuration area. For details about the ALM Synchronizer, see for .
After Agile Manager identifies the bridge you installed on the Integrations >
The Add Link wizard opens automatically for you to add your first link. You can also access this wizard later on to add additional links. Select a bridge on the left, and click Add Link.
Use the wizard to configure your link as follows:
Define a name for your link, and an optional description.
If you work with multiple workspaces, select the workspace you want to synchronize with ALM.
If you do not see your workspace in the drop-down list, make sure you are defined as an Integration Administrator in this workspace. For details, see Integration Administrator user.
Select New ALM Connection.
Note: The Existing ALM/QC Connection option is not currently relevant. NextGen Synchronizer currently only supports defect synchronization, and you can create only one link between a pair of endpoints for each entity type.
Populate the following fields:
Select Agile Manager and ALM favorites to use as filters for new items when synchronizing between endpoints. For details, see Create Agile Manager and ALM favorites.
If this is the first time you are configuring a link, start by using a filter that contains only one record to verify that the synchronization works as you expect. Enlarge the favorite slowly, verifying that the synchronization continues to update information as you expect, until you've covered the variety of scenarios in which you need to synchronize data.
Note: No favorites are defined by default. This means that all records win the Agile Manager workspace or ALM project are synchronized.
Select where you plan to manage your defects. Select one of the following:
Option | Description |
---|---|
Agile Manager | Select this option to create and update defects in Agile Manager, and only synchronize them with ALM for use in tests. Changes made in ALM are not synchronized back to Agile Manager. |
ALM | Select this option to create and update your defects in ALM and only synchronize them with Agile Manager to use in Agile plans. Changes made in Agile Manager are not synchronized back to ALM. |
Both Agile Manager and ALM |
Select this option to create and update defects in both Agile Manager and ALM, for a full range of planning and testing functionality. Changes made in either endpoint are synchronized with the other endpoint. Note: If you select Both.., you will also need to select a dominant side, in case of conflicts. |
Click Next to complete the wizard, and then Finish to create the link.
The new link appears in the navigation tree on the left of the Link Configuration page.
Page through the link tabs to view and update current settings. Click Save to save your changes,
Cancel Edit to leave edit mode, or
Edit to return to edit mode.
For details, see:
Next steps When you are finished modifying your link, do the following: For details about the Run History tab, see View the run history for a specific link. |