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Basic settings for Exalate. They are different for each work management system supported by Exalate.


Azure DevOps

Azure DevOps URL
A link that you can use to access your Azure DevOps.
Organization
The Azure DevOps organization used to install Exalate.
Configure
Exalate Proxy User Personal Access token configuration. For more information about the proxy user check Proxy User.

Jira on-premise

Proxy User
A user, that will be used to carry out any changes such as creating issues, updating data, adding comments and attachments, etc. You can use an existing JIRA user or create a new one. For more details, check Proxy User.
Email Notifications
Notification messages, sent to email. Use the toggle to turn email notifications on or off. Email notifications are sent once an hour.
In-Jira Notifications
Pop-up messages with confirmation of successful actions, alerts, errors, and information related to Exalate. Use the toggle to turn on or off pop-up messages.
Authentication required
Relevant only for connections with Exalate 3.x and lower. Toggle to enable or disable authentication to your instance and secure the connection. If you set the authentication as required, you will need to share the credentials with the remote instance so they could authenticate to your instance.
Polling Interval(in seconds)
A time interval in seconds used to poll the Destination instance if your instance is not publicly accessible.
Show Exalate and Connect actions
The toggle controls if Exalate and Connect buttons are displayed on the issue view. When enabled, the buttons are displayed. When disabled, the buttons are not displayed.
Show Unexalate action
The toggle controls if the Unexalate button is displayed on the issue view. When on, the button is displayed. When off, the button is not displayed.
Hide inactive connections
The toggle controls if inactive connections are displayed in the Connections tab. When on, inactive connections are not shown. When off, you can also see inactive connections.
Display URL
A link that you can use to access your instance from a public network.

Jira Cloud


Exalate URL
Link to your Exalate instance.
Show Exalate and Connect action
The toggle controls if Exalate and Connect buttons are displayed on the issue view. When enabled, the buttons are displayed. When disabled, the buttons are not displayed.
Show Unexalate action
The toggle controls if the Unexalate button is displayed on the issue view. When on, the button is displayed. When off, the button is not displayed.
Show sync panel only for admin users
The toggle controls if the Sync panel is displayed for all users, or only for admin users. When on, sync panel is displayed in the issue view. WHen off, the sync panel is not displayed.
Hide inactive connections
The toggle controls if inactive connections are displayed in the Connections tab. When on, inactive connections are not shown. When off, you can also see inactive connections.

HP ALM/QC

You need to Configure the Exalate app to communicate with HP ALM/QC instance under General Settings.

HP ALM URL
Link to the HP ALM/QC instance without the /qcbin path.
Exalate URL
Link to the Exalate admin console.
HP ALM user
The user that acts as a proxy user. Exalate will communicate with HP ALM/QC on behalf of that user.
Password
The password of the proxy user.
Do they need to know our HP ALM user/password?
Use to enable or disable required authentication. Note that if you set the authentication as required, you will need to share the credentials with the remote instance so they could authenticate to your instance.

GitHub  


Exalate URL
A link to the Exalate installed on your GitHub instance.
Account
The GitHub account used to install Exalate.

Zendesk

Exalate URL
A link to the Exalate installed on your Zendesk instance.
Proxy User
A dedicated Zendesk agent. Exalate performs ticket changes on behalf of this user. For more details, check a Proxy User.
Token
Access token generated by the proxy user.

ServiceNow

Issue Tracker URL
Your ServiceNow instance URL.
Proxy User
A dedicated ServiceNow user. Exalate changes entities on behalf of this user. For more details, check a Proxy User.
Proxy Password
Access token generated by the proxy user.

Salesforce

Tracker URL
Your Salesforce instance URL.
Exalate URL
A link to the Exalate installed on your Salesforce instance.
Organization type
The organization from the Salesforce instance. Read more about the Types of organizations in Salesforce.
Consumer Key
Information from the Connected app in Salesforce. Check out Set up Exalate in your Salesforce instance for more details.
Consumer Secret
Information from the Connected app in Salesforce. Check out Set up Exalate in your Salesforce instance for more details.