---
sourceDocument: Zurich IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-asset-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with Rally

# Integrating with Rally {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.  
Important:  
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-rally__table_kcp_jts_nbc__entry__3}

| Process | Required user role in the Rally application | Authentication scopes |
|-|-|-|
| Download subscriptions | Workspace admin | None |
| Pull user activity | Workspace admin | None |
| Reclaim subscription | Workspace admin | None |
[Table 1. Minimal user permissions]

{#integrate-with-rally__table_kcp_jts_nbc}

## Register a Rally OAuth application {#ariaid-title2}

Register the Rally OAuth application to access the Rally API 2.0 and to receive a Client ID and Client secret.

### Before you begin

The Rally
Integration Hub spoke must be active. For more information, see [Rally spoke](https://www.servicenow.com/docs/access?context=rally-spoke&version=zurich&pubname=zurich-integrate-applications&ft:locale=en-US).
Rally Role required: Refer to the [Minimal user permissions](https://www.servicenow.com/docs/ikAOAqYKCx6wsZtw3torkQ#integrate-with-rally "Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.") table.

### Procedure

1. Log in to [CA Agile Central](https://rally1.rallydev.com/login/accounts/index.html) by using your admin credentials.
2. On the page header, select your profile and then select My Settings.
3. Navigate to AccessOAUTH CLIENTS.
4. Select Create.
5. In the dialog box, fill in the fields.  
   {#register-auth-rally__table_vm3_hdh_3rb__entry__2}

   | Field | Value |
   |-|-|
   | Application Name | Provide a name for the application. |
   | Callback URL | Callback URL of the ServiceNow instance to which the application is to be integrated. For example, <kbd class="ph userinput"> https://&lt;instance_url&gt;/oauth_redirect.do</kbd>. |
   [Table 2. Create Oauth Client dialog box]

   {#register-auth-rally__table_vm3_hdh_3rb}
6. Select Next.
7. Copy the Client ID and Client secret for later use.
{#register-auth-rally__steps_xmt_zfk_jrb}

## Create a Rally integration profile {#ariaid-title3}

Create a Rally integration profile to track software subscriptions and
optimize licensing for your Rally solutions.

### Before you begin

The Software Asset Management - SaaS License Management plugin
(sn_sam_saas_int) must be installed from the [ServiceNow
Store](https://store.servicenow.com/).

Role required: admin or sam_integrator  
Important:  
You must select the Rally Spoke check box for this integration while installing optional features on the [Application Manager](https://www.servicenow.com/docs/access?context=application-manager&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US) page. For more information about choosing the required SaaS applications, see [Request SaaS License Management](https://www.servicenow.com/docs/2VPNsKSGv4R503EL5y0Uew "Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.").

### About this task

If you're using Software Asset Workspace, the option to create the Rally integration profile in Core UI is inactive.

### Procedure

1. Navigate to the integration profile.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Rally Integration Profile. {#create-rally-integration__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Rally from the drop-down list. 4. Select Continue. {#create-rally-integration__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-rally-integration__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-rally-integration__table_tzy_rt5_pqb__entry__2}

   | Field | Value |
   |-|-|
   | Display name | Name of the integration profile. For example, Rally integration. |
   | Status | Status of the integration profile. * If you have not published the integration profile, this field is automatically set to  Draft. * If you have already published the integration profile, this field is automatically set to  Published. {#create-rally-integration__ul_b41_23b_2rb} |
   | Profile type | Type of integration profile. This field is automatically set to Rally Subscription. |
   [Table 3. Integration profile form]

   {#create-rally-integration__table_tzy_rt5_pqb}
3. Review the required user roles or API permissions specified in the Vendor configuration field for each process to minimize security risks and optimize SaaS licenses.  
   Note:  
   For more information, see [Minimal user permissions](https://www.servicenow.com/docs/ikAOAqYKCx6wsZtw3torkQ#integrate-with-rally "Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.") table.
   1. In the Download Subscription Subflow section, verify that the Subflow field is set to Rally Download Subscriptions.  
      Note:  
      The Download subscriptions check box is selected by default and you can't clear it.
   2. In the Reclaim Subscription Subflow section, verify that the Subflow field is set to Rally Reclaim Subscription.  
      Note:  
      The Reclaim subscriptions check box is selected by default. If you don't want to reclaim subscriptions, you can clear this check box. If you clear it, the removal candidates are created but the reclaim subscription subflow isn't triggered or the reclamation process isn't initiated.
   {#create-rally-integration__substeps_rcm_pwm_vcc}
4. Select Save.  
   A draft integration profile is created.

   The Connection \& Credential field appears and is automatically set to sn_rally_spoke.Rally.
5. Open the connection \& credential aliases record by selecting the preview icon ![]() next to the Connection \& Credential field and then selecting Open Record in the record preview.
6. On the Connection \& Credential Aliases form, select the Create New Connection \& Credential related link.
7. In the Create Connection and Credential dialog box, fill in the fields.  
   {#create-rally-integration__table_xg1_fmt_hrb__entry__2}

   | Field | Value |
   |-|-|
   | Connection Information ||
   | Connection Name | Name of the Rally connection. This field populates automatically. |
   | Connection URL | URL for the connection. This field is automatically set to https://rally1.rallydev.com/slm/webservice. |
   | Credential Information ||
   | OAuth Client ID | Client ID that you generated while configuring Rally API settings. |
   | OAuth Client Secret | Client Secret that you generated while configuring Rally API settings. |
   | OAuth Redirect URL | https://\<instance_name\>/oauth_redirect.do, where instance name is the name of your ServiceNow instance. |
   [Table 4. Create Connection and Credential]

   {#create-rally-integration__table_xg1_fmt_hrb}
8. Select Create and Get OAuth Token.  
   Note:  
   For the role required to perform this step, refer to the [Minimal user permissions](https://www.servicenow.com/docs/ikAOAqYKCx6wsZtw3torkQ#integrate-with-rally "Integrating your Software Asset Management application with the Broadcom Rally application enables you to track your software subscriptions and to reclaim unused licenses.") table.
9. On the integration profile form, select Validate Connection to verify the connection and credential details of this integration.  
   Validating the connection verifies the Download Subscriptions APIs, but not the Reclaim Subscriptions APIs.  
   The dialog box closes and you automatically return to the integration profile form.
10. After the connection is verified, select Publish.
11. In the Publish Confirmation dialog box, select OK.
{#create-rally-integration__steps_ttn_sg4_zqb}

### What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.  
After creating an integration profile, view information about the profile in the Software Asset Workspace by navigating to License operationsUser subscriptionDirect integration profiles. You can select an integration profile to view the following related lists. If the following related lists aren't visible for an integration profile in the default view, you can select the custom integration view from the Details tab:

* Software Models
* Unrecognized Subscription Identifiers
* Scheduled Jobs
* Scheduled Job Results
* Software Subscriptions
* Subscription Identifier Exclusion Rule
* Subscription User Exclusion Rule
{#create-rally-integration__ul_gxp_qfk_rfc}

After creating an integration profile, you can define subscription exclusion rules to keep certain subscriptions from license cost calculations. For more information, see [Subscription exclusions for SaaS and SSO applications](https://www.servicenow.com/docs/bVJrkophBDLo8JMEiGX_Bw#subscription-exclusions "Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.").

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see [Create a child alias to set up multiple integration profiles](https://www.servicenow.com/docs/B3d2wfmwRbcdy~H9gCDy3A "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/hXAjfp3sn3x4hFFvqm~3Iw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/fSB_J0XtiCVH9Yb3z0nl5Q "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/O~JVsyQdaW99Fe~XMND4nA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/wJ~MxrbMj7k2PMSUNbBcaQ "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-rally-integration__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/SRttnWmeSWHbtUcWT_EVIg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/4DsgjV93XfS5XdUvFJKXAw "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation in Software Asset Management classic](https://www.servicenow.com/docs/4Wmi3GcnvHNlu_55smQiDg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/zHSY1HGusrWVWkmoXuMwWA "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-rally-integration__ul_qgf_zhr_sqb}

*[\>]: and then