Confluence has been updated to version 6.15.9

This page describes how to create a connection for your first synchronization.

Follow the steps below to set up the connection.

1. Navigate to Connections tab and Initiate Connection

2. Choose Destination instance type

Based on the type Exalate knows how to communicate with the Destination Instance.

You can synchronize with the following types of instances:

  • Public - the destination instance which is in a public network and you can access it from your side.
  • Private - the destination instance which is in a private network or behind the firewall and you cannot access it from your side. 
  • Local - the destination is the same instance. Use the local connection to synchronize local projects

Please follow the further configuration depending on the connection type. 



3. Add Destination instance URL and instances short names

Instance short names are used to name both sides of the synchronization. The connection name is based on the instances' short names. 

 4.  Select whether you have admin access to the Destination side

If you have admin access on the destination instance you can use visual mode.

The visual mode allows you to set up and configure a connection from your instance. You need to verify the access to the other side to proceed.

In case you don't have admin access on the other side you can continue to configure your side and then send an invitation to your partner.

Allows you to configure the connection on both instances using the visual mode and requires admin access to the destination instance.

5. Verify admin access to the Destination instance 

6. Finish verification

You will be redirected to the remote instance in order to finish the verification process.

Congratulations! The connection is set up. Now you can proceed to the configuration.


What's next? 

Configure synchronization behavior:

  1. Define the synchronization scope 
  2. Add mapping 
  3. Add advanced script rules 

Allows you to configure only your side. You will need to send the invitation to the administrator of the destination instance to finish the connection set up.

5. Choose Sync Rules template

 6.  Specify template details 


The advanced template is not available during the connection creation process. You can adapt the Sync Rules later.

The connection has been successfully created. Your side is set up. 

7. Send an invitation to your partner

Copy the invitation message and send it to the administrator of the destination side. 

What's next? 

Configure Sync Rules using Groovy-based scripting. For more details check basic configuration guides.

Once your partner Accepts the invitation, you can start syncing issues.

 3. Add instance short names and a connection name

Instance short names are used to generate the connection name automatically. 

 4. Choose Sync Rules template

 5.  Specify template details 

The advanced template is not available during the connection creation process. You can adapt the Sync Rules later.

6. Send an invitation to your partner

Copy the invitation message and send it to the administrator of the destination side. 

Once your partner Accepts the invitation, you can start syncing issues.

What's next? 

Configure Sync Rules using Groovy-based scripting. For more details check basic configuration guides.

Once your partner Accepts the invitation, you can start syncing issues.



3.  Add the source and destination project short names and the connection name


 4. Do you want to use visual mode?

5. Configure the sync behavior in visual mode

  1. Define the synchronization scope 
  2. Add mapping 
  3. Add advanced script rules 

Use it in case you have an advanced configuration case. For example:

  • advanced data filtering
  • calculating a list of all stories in an epic
  • calculating the estimates of all child issues

5. Choose Sync Rules template

 6.  Specify template details 

A single project template allows you to select projects for your local synchronization. 

This configuration does not trigger the synchronization of issues from the selected projects. If you want to sync issue automatically configure the synchronization scope.

The advanced template is not available during the connection creation process. You can adapt the Sync Rules later.

What's next? 

Configure Sync Rules using Groovy-based scripting. For more details check basic configuration guides.

Once your partner Accepts the invitation, you can start syncing issues.