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AZURE DEVOPS

In Exalate, connections use a set of sync rules to determine what to sync.

This article shows how to establish a Basic connection.

Basic connections have a set of predetermined sync rules. With a Basic connection, you can sync a basic set of work item data: summary, description, comments, attachments, and work item types. The sync rules cannot be updated. If you want to edit sync rules, you can upgrade a Basic connection to a Visual connection or a Script connection. For more details, check Upgrade a Basic connection in Exalate for Azure DevOps.

 Exalate should be installed on both instances to set up a connection.


To initiate a Basic connection:

1. Navigate to the Connections tab in Exalate.

You can also open Exalate with this link:

https://dev.azure.com/{your_organization_name}/_settings/idalko-tools.exalate.adnode


To navigate to the Connections tab:

  1. Click Organization settings.
  2. Click Exalate in the Extensions section.
  3. Click Connections.

2. Click Initiate connection.

3. Specify if you have the link to the destination instance.

To set up a connection with an instance:

  • Enter the link to the destination instance in the Destination instance URL field. You can enter the link to the instance you are trying to connect, or the Exalate URL from General Settings.

    Exalate for Azure DevOps supports only public connections.


  • Click I don't have a URL if the destination instance is in a private network, or you don't have the link.

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

Select the appropriate tab below.

4. Click Basic.

Basic connections are not available in connections to older Exalate versions.

5. Click Next.


6. Select a project where you would like to sync work items.

7. Click Next.

8. Confirm if you have admin access to the destination instance.

Further steps will be different if you have or don't have admin access to the destination instance.

  • Select Yes, I have admin access if you have admin access to the destination instance. You will be redirected to the destination instance to establish a connection.
  • Select No, I don't have admin access if you don't have admin access to the destination instance. You will generate an invitation for the destination instance admin so they could establish a connection on their end.

9. Click Initiate.

Further steps will be different if you have or don't have admin access to the destination instance. Select the appropriate tab below.

Complete the following steps on the destination instance.

10. Select the project for the incoming sync.

11. Click Confirm.

10. Click Copy invitation code.

You can send the invitation code to the destination instance admin.

11. Click Go to remote to access the destination instance.


Complete the following steps on the destination instance.

12. Paste the invitation code.

13. Click Next.

14. Select the project for the incoming sync.

15. Click Confirm.


After establishing the connection, you can sync your first work item in Exalate to see how it works: enter a work item key and click Exalate. Or you can close the window with and sync a work item on your own:

When syncing your first work item, you will see the status of your sync and the links to the source and destination work items.

After clicking I don't have a URL, you will be suggested to create a Script connection. For more details, check out Initiate a Script connection in Exalate for Azure DevOps.


Have more questions? Ask the community

See also

Upgrade a Basic connection in Exalate for Azure DevOps

Set up a Visual connection in Exalate for Azure DevOps

Set up a Script connection in Exalate for Azure DevOps



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