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When you initiate a connection, you specify which instances will synchronize issues between one another.

Before you initiate a connection in visual mode, please make sure:

  • your connection is public.
  • you have admin access to the remote instance.


To initiate a connection:

1. Navigate to the Connections tab in Exalate.

2. Click Initiate connection.

3. Enter Destination instance URL

Destination instance URL is a link to the instance you want to set up a connection with. You can enter the link to the instance you are trying to connect, or the Exalate URL from General Settings.

If you enter a link to your instance — you will establish a local connection.

If the destination instance is in a private network, or you don't have the link, click I don't have a URL.

Exalate will suggest available connection types based on the destination instance's version of Exalate.

4. Choose Visual

5. Click Next

Exalate will suggest available connection types based on the destination instance's version of Exalate. Further steps will be different depending on if your connection is public or local. Select the appropriate connection below.


6. Enter Connection information

The fields Local instance shortname, Remote instance shortname, Connection name, and Description will appear after you enter the value in the Destination instance URL.

Note that Exalate should be installed on the destination instance as well.

FieldDescription
Destination instance URLLink to the other instance you want to set up a connection with. You can enter the link to the instance you are trying to connect, or the Exalate URL from General Settings.
Local instance short nameShort name of your instance
Remote instance short nameName of the destination instance
Connection nameName of the connection
DescriptionDescription of the connection

8. Click Verify admin access to confirm that you have admin rights.

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

9. Click Accept to finish the verification process.

You will be redirected to the remote instance to finish the verification process. You will be notified about the permissions, the destination instance user will have.

The destination instance user will have different permissions based on the work management system you are using.


10. Click Initiate

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

6. Enter Connection information

In the Connection information fields, you enter info about the instances.

The fields Source instance shortname, Destination instance shortname, Connection name, and Description will appear after you enter the value in the Destination instance URL.

7. Click Initiate

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

What's next? 

Configure synchronization behavior:

  1. Configure Sync Scope in Visual Mode 
  2. Add Field Mapping 


Have more questions? Ask the community


Back to How to Set up a Connection in Exalate Visual Mode