Overview
These are the steps to integrate Planview AgilePlace on the App Catalog page in Josys.
Integration Specifications
| Target Plan | AgilePlace for Scaled Teams |
|---|---|
| Integration Admin Role | Administrator |
| Integration Method | API Key/Token |
| Integration Key | |
| Capabilities | Account Visualization |
| Account Visualization | Pending Suspended Active Deleted |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Provisioning Settings | |
| Deprovisioning Settings | |
| Contract Information | How to Check Contract Information |
| Other Retrieved Items | ・Last Login ・Created Date |
| Visible Fields |
・Last Active Date ・Role ・Status ・Last Login ・Created Date |
| Retrieved License Management Fields | |
| Inactive Judgement Criteria | No login for 30 days |
| Common Fields | Last Active Role Status User |
| Retrieved Role Types | ・teamManager ・accountOwner ・boardCreator ・administrator ・Guest |
| Edit Role | |
| Target Accounts | Member, Guest |
Generating an API Token
- Log in to Planview AgilePlace with an
Administratoraccount, and clickAPI Tokensfrom the top-right menu. - Click
Create Tokento generate and copy the token.
Integrating with Josys
- From the left sidebar of Josys, click Integrations > App Catalog.
- Search for Planview AgilePlace and click it.
- The setup page will be displayed on the right.
- Enter your subdomain and API token, then click Next to complete the integration.
The subdomain can be found in your URL.
Example: Enter "josys" if the URL is https://josys.leankit.com