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GettingStarted  
Getting started with mastercontrol
Updated Jan 19, 2011 by wizardb...@gmail.com

MASTERCONTROL Deploy and Configuration instructions

Before You Start

You need to:

  1. have a google account
  2. have a pivotal tracker user with an API Token. You can generate a token on your pivotal tracker profile page.
  3. Optionally, you can create a separate user in pivotal tracker specifically for doing the integrations. This way the stories moved by integration will be owned by that user and the API token will be specific to that user.
  4. install Google App Engine for Python SDK
  5. check out the mastercontrol source code by following the directions here
  6. have a supported browser installed; Chrome or Safari are best. Opera is usable. Firefox and IE are currently not supported.

Create Pivotal Tracker Projects

  1. create new pivotal tracker project to use as your "master" backlog. This will be your project in mastercontrol
  2. create one or more tracker projects to be your team backlogs. These will be your subprojects in mastercontrol.

Create Application in Google App Engine

  1. log in to https://appengine.google.com/ and create a new application. The Application Identifier you create will be used in the next step.
  2. set application: value in app.yaml to be the Application Identifier you defined in the previous step.
  3. run it locally if you like but only configuration features will work unless your machine is visible on the internet (i.e. not behind a firewall)
  4. deploy to app engine
  5. once deployed access it at (if your app id is example) http://example.appspot.com

Configure Projects in MASTERCONTROL

Add a Project

  1. go to http://example.appspot.com/secure/ and click add project. (supported browsers for admin pages are Chrome and Safari. Opera is usable. Firefox and IE are currently not supported)
  2. enter your pivotal project id from the master backlog. this id can be found on your project settings page but is also visible in the url when you view the project. Like so: https://www.pivotaltracker.com/projects/some_number where some_number is your project id.
  3. enter either your pivotal tracker API token or your username and password. If you enter your username and password the api token will be retrieved.
  4. click save
  5. click pivotal configuration link on the project you want to configure (mouse over project and links appear). This link will open the relevant pivotal tracker page for configuring your project.
  6. in the Activity Webhook section enter the values as shown on the subprojects page.

Add a Subproject

  1. mouse over your project and click the subprojects link
  2. Click the Add Subproject button
  3. Enter the pivotal project id for the team backlog.
  4. Enter a team name. This is the value that will be used for tagging stories when they are pulled into a team's backlog.
  5. The Integration Name is the name you want to show in the More menu in your pivotal tracker project.
  6. The Story Owner Name is the user the stories will be assigned to in the master backlog. If you created a separate user for this purpose select that user here. THe user must be a member of the project.
  7. enter either your pivotal tracker API token or your username and password. If you enter your username and password the api token will be retrieved.
  8. click save
  9. click pivotal configuration link on the subproject you want to configure (mouse over subproject and links appear). This link will open the relevant pivotal tracker page for configuring your subproject in a new tab/window.
  10. in the Activity Webhook section and the External Tool Integrations section enter the values as shown on the subproject listing page.

Test To Make Sure It's Working

  1. Add stories in your master backlog (make sure you drag them from the icebox into the backlog).
  2. under the "More" menu in your pivotal tracker subproject choose "MasterControl" (or whatever name you've given the integration.
  3. Drag stories from the new panel into your backlog. If there are no items you will see this message: Unable to load items - Unable to parse XML:
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