To establish the connection between Exalate for HP ALM/QC and the HP ALM instance configure the General Settings. More details.

The user who establishes a connection should have administrative permissions to be able to see all the HP ALM/QC projects and user field configurations.


Exalate needs to exchange information with the HP ALM instance.  After Exalate for HP ALM/QC is deployed on the server, you need to establish the connection between the Exalate app for HP ALM/QC and HP ALM/QC instance.

code {
    color: #c7254e;
    background-color: #f9f2f4;
    border-radius: 5px;
    font-weight: bold;
    padding: 3px 3px;
}

To configure Exalate:

1. Open Exalate for HP ALM/QC.

2. Configure General Settings.


FieldDescription
HP ALM URL

Link to the HP ALM/QC instance without the /qcbin path

Exalate URLLink to the Exalate admin console
HP ALM user

The user that acts as a proxy user. All changes synced through Exalate will be applied through this user

The user should have administrative permissions to be able to see all the HP ALM/QC projects and user field configurations.


PasswordThe password of the proxy user
Do they need to know our HP ALM user/password?

Use to enable or disable required authentication. Note that if you set the authentication as required, you will need to share the credentials with the remote instance so they could authenticate to your instance



3. Click Save.

4. Fill in your contact details in the Registration screen.

Exalate uses this info to:

5. Click Agree and submit.

After clicking Agree and submit, you will get an email to complete a security check.

After clicking Agree and submit, you will accept our End User License Agreement (EULA). It is also available here:

https://static.idalko.com/legal/eula-addons.pdf

6. Open your email and click Verify Exalate instance.

You will be redirected back to your Exalate console.

7. Click Continue.

After clicking Continue, you complete the verification procedure, so you can log in to the Exalate admin console.

In case of issues with verification, check out Solving issues with email verification.


8. Log in to your Exalate admin console.

Input the Username and the Password of the proxy user to log in.

Next step

Set up a connection to start syncing defects. For more information, check Set up a Connection on Exalate for HP ALM/QC.