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Introduction

You can synchronize Jira Server and Jira Data Center issues with other work management systems, supported by Exalate.

You can synchronize any two of the supported issue tracking platforms:

  • JIRA Cloud
  • JIRA on-premise
  • HP QC/ALM
  • Azure DevOps
  • GitHub
  • Zendesk 
  • ServiceNow 

Configuring Exalate for Jira on-premise

To configure Exalate for Jira on-premise:

1. Install Exalate.

Install Exalate from the marketplace and configure the proxy user.


 How to install Exalate

Steps to install the Exalate app from the marketplace
  1. Log into your Jira instance as an admin.

  2. Click the admin drop-down and choose Add-ons. 

  3. Locate Exalate Issue Sync for Jira 2 Jira & more

  4. Click Free Trial to install the app. 
    We provide a free evaluation period for 30 days. The evaluation period can be extended twice until 90 days. 
    Check Licensing and pricing for more details.
  5. Accept terms and agreements. 
  6. You're all set! Get started to set up your first synchronization!


What's next?

Now you can proceed to the configuration and set up the connection.



 How to set the proxy user

By default, the proxy user is the user who installs Exalate.

To change the proxy user in the Navigate to General Settings → Proxy User in the Exalate admin menu to set the proxy user.

At the moment, there is a security vulnerability in Exalate, that lets you access private project data with the Connect operation. We recommend making sure, that the proxy user has access only to private projects.

For more info, check Security Vulnerability — You can access private project data with the Connect operation.

In Jira on-premise, the proxy user needs to have the following permissions:

  • Browse Project.
  • Create issue.
  • Edit issue.
  • Link issue.
  • Transition issue: change statuses (on issue transition).
  • If comments are synchronized, the proxy user will need to add, edit, and delete a comment.
  • If attachments are synchronized, the proxy user needs to add, and delete attachments.
  • If work logs are synchronized, the proxy user needs to add, edit, and delete work logs.
  • If security levels are synchronized, the proxy user needs to access the security levels.
  • If you're using trigger the proxy user must be able to search issues. 


Jira Service Desk permissions

The proxy user needs to be a service desk agent.


2. Set up a Connection.

Synchronization between two instances requires a configured Connection.

You can synchronize Jira on-premise with any of the available work management systems.

In Exalate for Jira on-premise, you can set up a connection in different ways:

  • Visual mode - allows configuring a connection between instances using a single visual interface. Requires admin access to both instances. Recommended for use cases of basic to intermediate complexity.
  • Script mode - allows configuring each side of the connection separately. Includes groovy-based script sync rules. Recommended for more complex and advanced use cases.

Visual mode connections

If you want to create a connection in Visual mode, follow this guide.

Script mode connections

To create a connection in Script mode, follow this guide.


Check out common Exalate use cases.

3. Synchronize an Issue.

Go to an issue and use the Exalate operation to start synchronization.

Find out more ways to synchronize issues automatically.


Read about issue sync in Jira On-premise configuration guides.