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GITHUB

This article shows how to set up a Basic connection in the Exalate app for GitHub.

Connections use a set of sync rules to determine what to sync. Basic connections have a set of predetermined sync rules.

With a Basic connection, you can sync a basic set of issue fields: summary, description, and comments.

The sync rules cannot be updated. If you want to edit existing sync rules and add new ones, you need to upgrade a Basic connection to a Script connection or create a script connection from scratch. For more details, check how to upgrade a Basic connection in Exalate for GitHub.

 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.

  1. Enter the Exalate app for GitHub URL in your browser to open the Exalate admin console

    Use this link to access your Exalate admin console:

    https://connect.exalate.net/github/find

  2. Click Connections.

2. Click Initiate connection.

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

Depending on if you have the destination instance URL or no you can select one of the available options: 

  • 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 the General Settings.

  • 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 Exalate version installed on the destination side.

Select the appropriate tab below.


4. Click Basic.

5. Click Next.


6. Select a repository where you would like to sync issues.

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.

You will be redirected to the destination instance to establish a connection. Complete the following steps on the destination instance.

10. Select the project for the incoming sync.

11. Click Confirm.

You need to copy an invitation and send it to the destination instance admin so they could finish the connection setup on their end.

10. Click Copy invitation code.

11. Send the invitation to the destination instance admin


Further steps should be performed on the destination instance.


12. Paste the invitation code on the destination side

13. Click Next.

14. Select the project for the incoming sync.

15. Click Confirm.

4. Click Basic.

5. Click Next.

6. Select a repository where you would like to sync issues.

7. Click Initiate.

8. Click Copy invitation code.

Send the invitation code to the destination instance admin to set up the connection.

9. Send the invitation to the destination instance admin

Further steps should be performed on the destination instance.

10. Paste the invitation code on the destination side

11. Click Next.

12. Select the project for the incoming sync.

13. Click Confirm.


Once the connection is established between instances, you can sync your first issue to see how it works.

Enter an issue key and click Exalate.

When syncing your first issue, you will see the status of your sync and the links to the source and destination issues.

Alternatively, you can close the window with and get back to sync an issue on your own later using one of the following options:

Have more questions? Ask the community

See also

Upgrade a Basic connection in Exalate for GitHub

Set up a Script connection in Exalate for GitHub



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